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Business Change & Transformation for Marketing, Sales & Service teams
Roost Consulting
Who we are, and how we might help
September 2016
About
Roost was founded to help businesses become more customer centric. Over the last couple of years
we’ve worked with some amazing people who provide specialist services that form the network.
Collectively we have worked with a broad range of brands and propositions and have experience across
many audiences and business models. Our team have worked across new and established sectors and
industries, creating value, and driving revenue for the businesses we work with.
07/10/16 Roost Consulting limited 2
Skills:
•  Leadership, networking and interpersonal skills that motivate
teams and stakeholders
•  Efficient, pragmatic and data driven
•  Able to see through the eyes of the consumer
•  Able to quickly identify skill gaps within teams
•  Strong analytical and problem solving skills, highly numerate
and able to draw meaningful insights
•  Able to translate business and marketing objectives into
technical requirements and manage delivery
Core competencies:
•  Creating, building and developing multi-skilled, multi-channel
teams and individuals
•  Providing the technical capability to deliver business plans
•  Developing freemium, micro-payment, ecommerce, subscription,
and lead generation business models
•  Agile methodology through KPI setting, review and validation
•  Creating actionable customer feedback loops
•  Financial planning (P&L management), analysis and reporting
•  Director level experience within a large senior management team
Experience Overview
07/10/16 Roost Consulting limited 3
Customer	
  Service	
  
Sales	
  
Marke2ng	
  
Brand	
  
Management	
  
Business	
  
Development	
  
Product	
  
Management	
  
Marke2ng	
  
Transforma2on	
  
Business	
  Change	
  
Influence and Inspiration
07/10/16 Roost Consulting limited 4
Books that changed our life
How could we Help?
5
Demand Generation
We can help you find your
target customers wherever
they hangout, and can help
them find you. We have a
range of methods that work
across all the channels that
matter, both on and offline.
Customer Experience
Set your company apart from
your competition by delivering
an amazing experience from
start to finish. We work closely
with product, marketing, sales
and service teams to join the
dots and make sure a great
experience is consistently
delivered.
Business Change
Delivering a great customer
experience at scale requires
an open, transparent,
collaborative and efficient
working environment. We
can help you embed new,
sustainable ways of working
that change behaviour and
improve employee culture.
Customer Engagement
Help set the context, and
facilitate conversations across
defined channels and touch
points to raise awareness,
educate, nurture, entertain, sell
and service the people that
matter.
Proposition Development
Whether it’s a campaign, service
design or product we can help
define the proposition.
Using a range of methods we can
help develop propositions with you
and your customers, and help
establish this discipline as a key
capability within your teams.
07/10/16 Roost Consulting limited
Underlying Framework
1.  Establish and articulate vision, goals, objectives and timescales
2.  Embed data driven development across all teams
3.  Define roles and responsibilities, eliminate duplication
4.  Develop and optimise proposition, price and promotion
5.  Establish personas and voice of the customer
6.  Structure customer evolution, improving customer management
7.  Improve usability and customer journeys
8.  Optimise acquisition marketing via portfolio
9.  Optimise acquisition marketing via external sources
10.  Planning, testing and on-going optimisation
Programme	
  
management	
  
Change	
  management	
  
Product	
  management	
  
Customer	
  
management	
  
Demand	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
management	
  
Con2nuous	
  
improvement	
  
07/10/16 Roost Consulting limited 6
Enabling Customer Centricity
•  Executives and leaders articulating a shared philosophy and vision
•  Teams measuring achievement using and publishing known metrics
•  Development focused around shared and understood priorities
•  Incorporating customer feedback into business processes and
proposition development
•  Refining the operating model and aligning technology and business
process to support and drive customer engagement
•  Transform the culture, by better connecting staff with customers
07/10/16 7Roost Consulting limited
Increasing Agility & Effectiveness
•  Enabling a culture of Continuous Improvement
07/10/16 8
Op#mising  
business  
processes    
Roost Consulting limited
Refining Operating Models
07/10/16 9
Simplify
Policies and processes
to drive consistency for
employees and
customers
Clarify
Organisational goals
and structures, ensuring
everyone is clear on
their role and its
contribution
Data Driven
Understand which
metrics drive action and
use them to prioritise
and focus development
Customer Insight
Establish a customer insight
programme to understand
audience needs and
catalysts of behaviour
Align & Empower
Improve collaboration
within and between
teams, recognise,
reward and invest in
people
Roost Consulting limited
•  Harness the voice and collective understanding of employees
•  Co-create operating model with staff and partners
•  Deliver and amplify the basics brilliantly
Refining Operating Models
10
Enriching	
  exis2ng	
  or	
  crea2ng	
  new	
  opera2onal	
  capability	
  
07/10/16 CONFIDENTIAL
CUSTOMER	
  
COMMUNICATIONS	
  
Mul2-­‐Channel	
  Customer	
  
Communica2ons	
  
SALES	
  &	
  	
  
CAMPAIGN	
  
Product	
  &	
  Promo2on	
  
catalogue	
  
	
  
PAYMENT	
  /	
  	
  
FULLFILLMENT	
  
Gateway	
  Management	
  
&	
  Revenue	
  Recogni2on	
  
CUSTOMER	
  	
  
SERVICE	
  
Contact	
  centre	
  
management	
  &	
  case	
  
escala2on	
  
	
  
INSIGHT	
  
Campaign	
  performance	
  
&	
  VOC	
  
OPTIMISATION	
  
Test	
  &	
  Learn	
  
Front-­‐end	
  templates	
  	
  
&	
  usability	
  
UX	
  &	
  DESIGN	
  
Usability	
  and	
  touch	
  point	
  
op2misa2on	
  
CUSTOMER	
  
OPERATIONS	
  	
  
DEV	
  OPS	
  
DevOps	
  &	
  	
  
Infrastructure	
  	
  
Mgmt	
  
DATA	
  
Data	
  architecture,	
  
feed	
  management	
  &	
  
quality	
  
TEST	
  
Quality	
  and	
  	
  
assurance	
  
DEV	
  
SoOware	
  	
  
development	
  
COMPLIANCE	
  
Security,	
  PCI	
  &	
  Data	
  
Protec2on	
  
CONFIG	
  
SaaS	
  	
  
Administra2on	
  
PLATFORM	
  	
  
OPERATIONS	
  
PRODUCT	
  
MANAGEMENT	
  
Jira	
  &	
  Agile	
  Admin,	
  
Project	
  Management,	
  	
  
&	
  delivery	
  
PLATFORM	
  	
  	
  
SUPPORT	
  	
  	
  
Support,	
  Training	
  &	
  
Change	
  management	
  	
  
Propositions & Business Models
07/10/16 Roost Consulting limited 11
Single wallet deposit Subscription Partnerships
Lead generation Ecommerce Membership
Browser 	
  Intender 	
  Purchaser 	
  Member 	
  Advocate	
  
Attract Engage	
   Acquire	
   Retain	
  
A great framework to help define;
-­‐  Contact and communication strategy
-­‐  Data and segmentation strategy
-­‐  Business model and pricing strategies
-­‐  Customer service offer
07/10/16 Roost Consulting limited 12
Structured Customer Evolution
PR
Radio/
TV
Word of
mouth
Display Ads
Email
Search
Reviews
Blogs
Magazines
Direct Mail
Voucher Codes
Cash-back
Comparison
FAQ / Knowledge
Reviews
Blogs
Social Networks
Word of Mouth
Roost Consulting Limited 2015 13
Typical	
  channels	
  and	
  content	
  types	
  that	
  assist	
  customer	
  journeys	
  
Structured Customer Evolution
Multi-Channel Customer Management
07/10/16 Roost Consulting limited 14
Core	
  Marke2ng	
  Cloud	
  capabili2es	
  from	
  leading	
  B2C	
  vendors	
  	
  	
  
Direct'offline'
Referral'
SEO'
PPC'
Facebook'
YouTube'
Pinterest'
Display/'
Retarge?ng'
Affiliates'
Partners'
Data'append'
Direct'online'
Email'
lnDApp'
On'site''
Social'
SMS'
LeGers'
Inserts'
Cover'wraps'
Telemarke?ng'
Mul?dimensional'segmenta?on'
E.G'Behavioral,'RFM,'lifecycle','channel'
Campaign'Workflow'
choreographed'campaign'execu?on'&'workflow'governance'
Event'triggering'
E.G'abandon'cart,'form'comple?on,'inac?on''
RealD?me'decisioning'
Next'best'offer/ac?on,'dynamic'content'
Predic?ve'analy?cs''
Forecast'demand,'churn,'propensity'
Content'marke?ng'and'delivery'
Manage'commission,'edit,'curate'and'publish'
Social'marke?ng'
Listening'and'publishing'via'mul?ple'social'sites''
Ad'management'
Automates'buying'and'placement'of'ad'units'
Email'Marke?ng'
Content'and'message'delivery'
Offline'marke?ng'
Direct'link'with'direct'marke?ng'suppliers'
Mobile'marke?ng'
InDapp,'SMS'publishing'and'message'delivery'
Closed'loop'repor?ng'
Single'view'of'campaign'and'customer'performance'
Contact'centre'integra?on'
Integra?on'with'Service'Cloud'agents'
Your'Closed'Domains'and'3rd'party'partners''
Proper?es'behind'logDin,'SelfDService,'offDdomain'partners'
Your'Open'Domains'
Editorial'product'&'blogs'
Connected Customer Platform
07/10/16 Roost Consulting limited 15
customer
single view to sell,
market & service for
lifetime of customers
eCommerce
Product catalogue,
billing, fulfilment,
distributed
eCommerce
Content
Management
create, manage and
publish content across
multiple-platforms
customer
service
management of inbound
and outbound customer
sales & support
marketing
tools to deliver more
targeted, relevant
communications, more
efficiently
Community &
Membership
Access & entitlement,
gated content
•  Experience of integrating multiple
tools to create a single marketing and
customer management platform
•  Built customer management
capability within teams
•  Alignment and adoption across
regional and global teams
•  Helped establish high-performing
cross-functional teams
•  To drive scale effectively
Documenting Knowledge
07/10/16 Roost Consulting limited 16
Yes
CUSTOMER
CUSTOMERSALES,
SERVICE&
SUPPORT
CUSTOMEROPERATIONSMARKETINGDATA&BIFINANCE
PLATFORM
OPERATIONS
BUSINESSSYSTEMS
BPM SCENARIO 1 - NEW PRODUCT LAUNCH April 14, 2016
Launch
Espresso
BPM-CO0003
Create
Product in
SMS
BPM-CO0004
Create
Standard
Pricing
BPM-PPF002
Change
Request
BPM-CO0002
Change
Request
Yes
Create a new
product?
Yes
BPM-PPFXXX
NPD Process
No
BPM-CO0006
Create
Promotion &
offers
Decision
BPM-M0007-14
Campaign
Briefing
BPM-M00015-18
Campaign
Execution
BPM-M00019-22
Campaign
Evaluation
BPM-CO0016
Customer
Comms
Mapping
SMS
Processes
Comms
Processes
Marketing
Processes
Key:
Create new
comms?
BPM-CO0019 & 21
Create new
Life-cycle & Service
Comms
BPM-CO0023
Comms
Fulfillment &
Testing
Optimisation
Processes
BPM-CO0013
Create New
Landing Page
Create new
Sales Journey?
Yes
BPM-CO0014
Create New
Sales
Journey
No
Yes
BPM-PPF002
Change
Request
Yes
Business
Systems
Do we need
development?
Yes
BPM-PPF033
Configure,
Customize,
QA
Decision
Yes
BPM-PPF033
Configure,
Customize,
QA
No No
BPM-CO0018/19
Contact
Strategy/
Segmentation
Ready to
Test?No
BPM-CO0015
Campaign
Fulfillment
Yes
BPM-PPF034
UAT
BPM-PPF035
Deploy
BPM-PPF034
UAT
BPM-PPF035
Deploy
Do we need
development?
NoNo
Yes
Everything
work ok?No
BPM-PPF008
Multi-Channel
Comms
Fulfillment
BPM-PPF010
New Order
Payment
Fulfillment
BPM-PPF013
Order
Processing
Fulfillment
Yes
Everything
work ok? Yes
No
Finance Consulted
BPM-PPF002
Change
Request
Do we need
development?
Decision
Yes
BPM-PPF033
Configure,
Customize,
QA
BPM-PPF034
UAT
BPM-PPF035
Deploy
No
No
BPM-CO0029
Agent
Training &
Liaison
BPM-CO0029
Monitoring,
Trouble
Shooting &
Compliance
Customer
Service
BPM-CS0079-93
Order
Processing
QSS CS
Processes
BPM-CF0042
Closing
Month-End
Finance
Processes
Edit/Approve
proposed
comms
Data & BI Consulted
BPM-CO0034
Script
Management
Agents
briefed with
access to
Knowledge
BPM-CO0032
Update
Knowledge
Base and
Publish
Knowledge
Articles
Published in
MMA
Edit/Approve
Landing page
& sales
journey Option
Customer	
  journey,	
  Business	
  Processes	
  &	
  Data	
  Mapping	
  examples	
  	
  
•  Interview, audit, document, define, validate business requirements & processes
•  Produce business cases, PIDs, PDDs and manage P&Ls
•  Creation of Knowledge bases and training materials
Bounce'
Process'
ç'
C"Stat&
Customer&Journey&Map&–&Acquisi7on&
5&
Opportunity'to'improve/enhance:'
•  Summarise&points&of&delight&
•  Summarise&opportuni7es&to&
improve&
Pain'points'and'service'barriers:'
•  What&is&broken&
•  What&needs&fixing&
Organic'traffic'
•  Direct/Bookmarked&
•  Search&
•  Social&
•  Other&referral&
Land&&
on"site&
Blocked&
ar7cle&page&
Reg"wall&
3x&
unblocked&
ar7cles&
Pay&Wall&
Blocked&
ar7cles&
Subscrip7on&
offers&shown&
Order&
complete&
Reg"wall&
Email&
address&
required&
Subscrip7on&
offers&&selected&
Payment&
taken&
Promo;on'traffic'
•  Search,&social,&email,&
affiliates,&Display&
•  Retarge7ng&
•  Direct&mail&
•  Cover&wraps&
Promo7onal&
Landing&Page(s)&
•  Ar7cle&
suggests&
PLUS&
•  Reasons&to&
subscribe&
•  3&further&
ar7cle&
suggests&
•  3&killer&
reasons&to&
subscribe&
•  Ar7cle&
suggests&PLUS&
•  Reasons&to&
subscribe&
•  Tes7monials&
•  Show&me&the&
offers&
•  Compare&
packages&
•  Compare&
compe7tors&
•  Thank&me&&
•  Confirm&
transac7on&
•  Explain&what&
happens&next&
•  Welcome&
screen&
within&My&
Account&
•  Thank&you&
•  A&E&
•  Self&service&
•  Customer&
support&
•  Ar7cle&
suggests&PLUS&
•  Reasons&to&
subscribe&
•  Tes7monials&
•  Show&me&the&
offers&
&
•  Thank&me&&
•  Confirm&
transac7on&
•  Explain&what&
happens&next&
•  Confirm&
delivery&of&
physical&
product&
•  Is&everything&
working&as&
you&
expected?&
•  Check&I&got&
what&I&
expected&
•  How&
sa7sfied?&
•  Refer&a&friend&
•  Member&get&
Member&
•  Write&a&review&
•  Delivery&
status&
•  How&
sa7sfied&
where&you?&
•  Rate&our&
service&
•  What&can&we&
improve&
Do&you&need&any&
help?&
&
Do&you&need&
any&help?&
Do&you&need&
any&help?&
Do&you&need&any&
help?&
&
•  Do&you&need&
any&help?&
•  Are&you&
aware&of&X,&
Y,&Z&
•  Do&you&need&
any&help?&
•  Are&you&
aware&of&X,&
Y,&Z&
•  Do&you&need&
any&help?&
•  Are&you&
aware&of&X,&
Y,&Z&
•  Do&you&need&
any&help?&
•  Are&you&aware&
of&X,&Y,&Z&
•  Thank&me&&
•  Confirm&
transac7on&
•  Explain&what&
happens&
next&
•  Check&I&got&
what&I&
expected&
•  How&
sa7sfied?&
•  Refer&a&friend&
•  Member&get&
Member&
•  Write&a&review&
1
4
3
I&need&informa7on&
I&need&entertainment&
I&am&reading&the&
ar7cles&and&enjoying&
them&
Oh,&they&want&me&
to&pay&for&this&
experience.&
&
Seems'reasonable'
Oh,&they&REALY&want&
me&to&pay&for&this&
experience.&
&
Seems'reasonable'
Ok&so&how&much&is&it?.&
&
Seems'reasonable'
This&feels&like&a&lot&
This&feels&like&a&li`le&
&
Seems'reasonable'
I&have&a&method&of&paying&
that&is&acceptable!&
&
Essen;al'
Fantas7c&I&can&access&
my&subscrip7on&
&
Essen;al'
Its&actually&pre`y&good!&
&
Thank'goodness'
I&am&proud&to&belong&to&the&
Economist&club&
&
Valida;on'
Business&process&
Communica7on&
strategy&by&channel&
Psychological&buying&
journey&
Segmenta7on&via&
Marke7ng&Automa7on&
Customer'persona:'
•  New&customers&
•  Gie&recipients&
Experience'triggers:'
•  Student&
•  Intellectually&interested&
•  Intellectually&ac7ve&
Key:'
Welcome&
Reg&
Welcome&
Paid&
Sail&Thru&
Ez&Publish&
Ez&Publish&
Zuora&Ez&Publish&
Product'bundle:'
•  Print&
•  Digital&
•  Print&&&Digital&
Personal&
details&
added&
6
5
7
8
Goals:'
•  Register&
•  Subscribe&
•  Refer&
Thank&you&
for&
registering&
.&
.&
.&
.&
.&
Retarge7ng&
.&
.&
.&
.&
.& .&
.&
.&
.&
.&.&
.&
.&
.&
.&.&
.&
.&
.&
.& .&
.&
.&
.&
.&
Offline'traffic'
•  Telemedia&
•  Post&
CSR&
Engagement&
2
Transac7onal& Service&
#&of&steps&
Customer&experience&
Journey&steps&
Consistent Customer Experience
07/10/16 Roost Consulting limited 17
Woman’s Weekly Live !
Consumer events and workshops
Community &
Membership
Charity Events & World Record attempts have seen tens
of thousands of WW followers interact with the brand
Events &
Courses
The UK’s best selling magazine
for mature women – 638k readers
every week
Book Series
Books &
Magazines
eCommerce
Consistent Customer Experience
07/10/16 Roost Consulting limited 18
eCommerceComment, Debate
& Community
Events Editorial
Jobs Insights
Meeting Business Objectives
•  Top-level revenue growth
ü  Ecommerce and Events
ü  Membership and Subscription
ü  Advertising
•  Collaborative working
ü  Editorial
ü  Publishing & Marketing
ü  Customer service
•  Profit enhancing
ü  Offset declining circulation and advertising revenues
ü  Reduced operating costs
07/10/16 Roost Consulting limited 19
•  Building capability
ü  Introduction of single customer view
ü  Launch of subscription management platform
ü  New cross-functional customer management team
established
•  Refining the operating model
ü  Standardised and rationalised business rules and
processes
ü  Formalised customer management strategy
•  Cost reduction
ü  Net infrastructure savings
Business Change & Transformation for Marketing, Sales & Service teams
Roost Consulting
For more information please contact me…
sdenny49@gmail.com
07773 390610
LinkedIn

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Roost Overview Sep-16

  • 1. Business Change & Transformation for Marketing, Sales & Service teams Roost Consulting Who we are, and how we might help September 2016
  • 2. About Roost was founded to help businesses become more customer centric. Over the last couple of years we’ve worked with some amazing people who provide specialist services that form the network. Collectively we have worked with a broad range of brands and propositions and have experience across many audiences and business models. Our team have worked across new and established sectors and industries, creating value, and driving revenue for the businesses we work with. 07/10/16 Roost Consulting limited 2 Skills: •  Leadership, networking and interpersonal skills that motivate teams and stakeholders •  Efficient, pragmatic and data driven •  Able to see through the eyes of the consumer •  Able to quickly identify skill gaps within teams •  Strong analytical and problem solving skills, highly numerate and able to draw meaningful insights •  Able to translate business and marketing objectives into technical requirements and manage delivery Core competencies: •  Creating, building and developing multi-skilled, multi-channel teams and individuals •  Providing the technical capability to deliver business plans •  Developing freemium, micro-payment, ecommerce, subscription, and lead generation business models •  Agile methodology through KPI setting, review and validation •  Creating actionable customer feedback loops •  Financial planning (P&L management), analysis and reporting •  Director level experience within a large senior management team
  • 3. Experience Overview 07/10/16 Roost Consulting limited 3 Customer  Service   Sales   Marke2ng   Brand   Management   Business   Development   Product   Management   Marke2ng   Transforma2on   Business  Change  
  • 4. Influence and Inspiration 07/10/16 Roost Consulting limited 4 Books that changed our life
  • 5. How could we Help? 5 Demand Generation We can help you find your target customers wherever they hangout, and can help them find you. We have a range of methods that work across all the channels that matter, both on and offline. Customer Experience Set your company apart from your competition by delivering an amazing experience from start to finish. We work closely with product, marketing, sales and service teams to join the dots and make sure a great experience is consistently delivered. Business Change Delivering a great customer experience at scale requires an open, transparent, collaborative and efficient working environment. We can help you embed new, sustainable ways of working that change behaviour and improve employee culture. Customer Engagement Help set the context, and facilitate conversations across defined channels and touch points to raise awareness, educate, nurture, entertain, sell and service the people that matter. Proposition Development Whether it’s a campaign, service design or product we can help define the proposition. Using a range of methods we can help develop propositions with you and your customers, and help establish this discipline as a key capability within your teams. 07/10/16 Roost Consulting limited
  • 6. Underlying Framework 1.  Establish and articulate vision, goals, objectives and timescales 2.  Embed data driven development across all teams 3.  Define roles and responsibilities, eliminate duplication 4.  Develop and optimise proposition, price and promotion 5.  Establish personas and voice of the customer 6.  Structure customer evolution, improving customer management 7.  Improve usability and customer journeys 8.  Optimise acquisition marketing via portfolio 9.  Optimise acquisition marketing via external sources 10.  Planning, testing and on-going optimisation Programme   management   Change  management   Product  management   Customer   management   Demand                     management   Con2nuous   improvement   07/10/16 Roost Consulting limited 6
  • 7. Enabling Customer Centricity •  Executives and leaders articulating a shared philosophy and vision •  Teams measuring achievement using and publishing known metrics •  Development focused around shared and understood priorities •  Incorporating customer feedback into business processes and proposition development •  Refining the operating model and aligning technology and business process to support and drive customer engagement •  Transform the culture, by better connecting staff with customers 07/10/16 7Roost Consulting limited
  • 8. Increasing Agility & Effectiveness •  Enabling a culture of Continuous Improvement 07/10/16 8 Op#mising   business   processes     Roost Consulting limited
  • 9. Refining Operating Models 07/10/16 9 Simplify Policies and processes to drive consistency for employees and customers Clarify Organisational goals and structures, ensuring everyone is clear on their role and its contribution Data Driven Understand which metrics drive action and use them to prioritise and focus development Customer Insight Establish a customer insight programme to understand audience needs and catalysts of behaviour Align & Empower Improve collaboration within and between teams, recognise, reward and invest in people Roost Consulting limited •  Harness the voice and collective understanding of employees •  Co-create operating model with staff and partners •  Deliver and amplify the basics brilliantly
  • 10. Refining Operating Models 10 Enriching  exis2ng  or  crea2ng  new  opera2onal  capability   07/10/16 CONFIDENTIAL CUSTOMER   COMMUNICATIONS   Mul2-­‐Channel  Customer   Communica2ons   SALES  &     CAMPAIGN   Product  &  Promo2on   catalogue     PAYMENT  /     FULLFILLMENT   Gateway  Management   &  Revenue  Recogni2on   CUSTOMER     SERVICE   Contact  centre   management  &  case   escala2on     INSIGHT   Campaign  performance   &  VOC   OPTIMISATION   Test  &  Learn   Front-­‐end  templates     &  usability   UX  &  DESIGN   Usability  and  touch  point   op2misa2on   CUSTOMER   OPERATIONS     DEV  OPS   DevOps  &     Infrastructure     Mgmt   DATA   Data  architecture,   feed  management  &   quality   TEST   Quality  and     assurance   DEV   SoOware     development   COMPLIANCE   Security,  PCI  &  Data   Protec2on   CONFIG   SaaS     Administra2on   PLATFORM     OPERATIONS   PRODUCT   MANAGEMENT   Jira  &  Agile  Admin,   Project  Management,     &  delivery   PLATFORM       SUPPORT       Support,  Training  &   Change  management    
  • 11. Propositions & Business Models 07/10/16 Roost Consulting limited 11 Single wallet deposit Subscription Partnerships Lead generation Ecommerce Membership
  • 12. Browser  Intender  Purchaser  Member  Advocate   Attract Engage   Acquire   Retain   A great framework to help define; -­‐  Contact and communication strategy -­‐  Data and segmentation strategy -­‐  Business model and pricing strategies -­‐  Customer service offer 07/10/16 Roost Consulting limited 12 Structured Customer Evolution
  • 13. PR Radio/ TV Word of mouth Display Ads Email Search Reviews Blogs Magazines Direct Mail Voucher Codes Cash-back Comparison FAQ / Knowledge Reviews Blogs Social Networks Word of Mouth Roost Consulting Limited 2015 13 Typical  channels  and  content  types  that  assist  customer  journeys   Structured Customer Evolution
  • 14. Multi-Channel Customer Management 07/10/16 Roost Consulting limited 14 Core  Marke2ng  Cloud  capabili2es  from  leading  B2C  vendors       Direct'offline' Referral' SEO' PPC' Facebook' YouTube' Pinterest' Display/' Retarge?ng' Affiliates' Partners' Data'append' Direct'online' Email' lnDApp' On'site'' Social' SMS' LeGers' Inserts' Cover'wraps' Telemarke?ng' Mul?dimensional'segmenta?on' E.G'Behavioral,'RFM,'lifecycle','channel' Campaign'Workflow' choreographed'campaign'execu?on'&'workflow'governance' Event'triggering' E.G'abandon'cart,'form'comple?on,'inac?on'' RealD?me'decisioning' Next'best'offer/ac?on,'dynamic'content' Predic?ve'analy?cs'' Forecast'demand,'churn,'propensity' Content'marke?ng'and'delivery' Manage'commission,'edit,'curate'and'publish' Social'marke?ng' Listening'and'publishing'via'mul?ple'social'sites'' Ad'management' Automates'buying'and'placement'of'ad'units' Email'Marke?ng' Content'and'message'delivery' Offline'marke?ng' Direct'link'with'direct'marke?ng'suppliers' Mobile'marke?ng' InDapp,'SMS'publishing'and'message'delivery' Closed'loop'repor?ng' Single'view'of'campaign'and'customer'performance' Contact'centre'integra?on' Integra?on'with'Service'Cloud'agents' Your'Closed'Domains'and'3rd'party'partners'' Proper?es'behind'logDin,'SelfDService,'offDdomain'partners' Your'Open'Domains' Editorial'product'&'blogs'
  • 15. Connected Customer Platform 07/10/16 Roost Consulting limited 15 customer single view to sell, market & service for lifetime of customers eCommerce Product catalogue, billing, fulfilment, distributed eCommerce Content Management create, manage and publish content across multiple-platforms customer service management of inbound and outbound customer sales & support marketing tools to deliver more targeted, relevant communications, more efficiently Community & Membership Access & entitlement, gated content •  Experience of integrating multiple tools to create a single marketing and customer management platform •  Built customer management capability within teams •  Alignment and adoption across regional and global teams •  Helped establish high-performing cross-functional teams •  To drive scale effectively
  • 16. Documenting Knowledge 07/10/16 Roost Consulting limited 16 Yes CUSTOMER CUSTOMERSALES, SERVICE& SUPPORT CUSTOMEROPERATIONSMARKETINGDATA&BIFINANCE PLATFORM OPERATIONS BUSINESSSYSTEMS BPM SCENARIO 1 - NEW PRODUCT LAUNCH April 14, 2016 Launch Espresso BPM-CO0003 Create Product in SMS BPM-CO0004 Create Standard Pricing BPM-PPF002 Change Request BPM-CO0002 Change Request Yes Create a new product? Yes BPM-PPFXXX NPD Process No BPM-CO0006 Create Promotion & offers Decision BPM-M0007-14 Campaign Briefing BPM-M00015-18 Campaign Execution BPM-M00019-22 Campaign Evaluation BPM-CO0016 Customer Comms Mapping SMS Processes Comms Processes Marketing Processes Key: Create new comms? BPM-CO0019 & 21 Create new Life-cycle & Service Comms BPM-CO0023 Comms Fulfillment & Testing Optimisation Processes BPM-CO0013 Create New Landing Page Create new Sales Journey? Yes BPM-CO0014 Create New Sales Journey No Yes BPM-PPF002 Change Request Yes Business Systems Do we need development? Yes BPM-PPF033 Configure, Customize, QA Decision Yes BPM-PPF033 Configure, Customize, QA No No BPM-CO0018/19 Contact Strategy/ Segmentation Ready to Test?No BPM-CO0015 Campaign Fulfillment Yes BPM-PPF034 UAT BPM-PPF035 Deploy BPM-PPF034 UAT BPM-PPF035 Deploy Do we need development? NoNo Yes Everything work ok?No BPM-PPF008 Multi-Channel Comms Fulfillment BPM-PPF010 New Order Payment Fulfillment BPM-PPF013 Order Processing Fulfillment Yes Everything work ok? Yes No Finance Consulted BPM-PPF002 Change Request Do we need development? Decision Yes BPM-PPF033 Configure, Customize, QA BPM-PPF034 UAT BPM-PPF035 Deploy No No BPM-CO0029 Agent Training & Liaison BPM-CO0029 Monitoring, Trouble Shooting & Compliance Customer Service BPM-CS0079-93 Order Processing QSS CS Processes BPM-CF0042 Closing Month-End Finance Processes Edit/Approve proposed comms Data & BI Consulted BPM-CO0034 Script Management Agents briefed with access to Knowledge BPM-CO0032 Update Knowledge Base and Publish Knowledge Articles Published in MMA Edit/Approve Landing page & sales journey Option Customer  journey,  Business  Processes  &  Data  Mapping  examples     •  Interview, audit, document, define, validate business requirements & processes •  Produce business cases, PIDs, PDDs and manage P&Ls •  Creation of Knowledge bases and training materials Bounce' Process' ç' C"Stat& Customer&Journey&Map&–&Acquisi7on& 5& Opportunity'to'improve/enhance:' •  Summarise&points&of&delight& •  Summarise&opportuni7es&to& improve& Pain'points'and'service'barriers:' •  What&is&broken& •  What&needs&fixing& Organic'traffic' •  Direct/Bookmarked& •  Search& •  Social& •  Other&referral& Land&& on"site& Blocked& ar7cle&page& Reg"wall& 3x& unblocked& ar7cles& Pay&Wall& Blocked& ar7cles& Subscrip7on& offers&shown& Order& complete& Reg"wall& Email& address& required& Subscrip7on& offers&&selected& Payment& taken& Promo;on'traffic' •  Search,&social,&email,& affiliates,&Display& •  Retarge7ng& •  Direct&mail& •  Cover&wraps& Promo7onal& Landing&Page(s)& •  Ar7cle& suggests& PLUS& •  Reasons&to& subscribe& •  3&further& ar7cle& suggests& •  3&killer& reasons&to& subscribe& •  Ar7cle& suggests&PLUS& •  Reasons&to& subscribe& •  Tes7monials& •  Show&me&the& offers& •  Compare& packages& •  Compare& compe7tors& •  Thank&me&& •  Confirm& transac7on& •  Explain&what& happens&next& •  Welcome& screen& within&My& Account& •  Thank&you& •  A&E& •  Self&service& •  Customer& support& •  Ar7cle& suggests&PLUS& •  Reasons&to& subscribe& •  Tes7monials& •  Show&me&the& offers& & •  Thank&me&& •  Confirm& transac7on& •  Explain&what& happens&next& •  Confirm& delivery&of& physical& product& •  Is&everything& working&as& you& expected?& •  Check&I&got& what&I& expected& •  How& sa7sfied?& •  Refer&a&friend& •  Member&get& Member& •  Write&a&review& •  Delivery& status& •  How& sa7sfied& where&you?& •  Rate&our& service& •  What&can&we& improve& Do&you&need&any& help?& & Do&you&need& any&help?& Do&you&need& any&help?& Do&you&need&any& help?& & •  Do&you&need& any&help?& •  Are&you& aware&of&X,& Y,&Z& •  Do&you&need& any&help?& •  Are&you& aware&of&X,& Y,&Z& •  Do&you&need& any&help?& •  Are&you& aware&of&X,& Y,&Z& •  Do&you&need& any&help?& •  Are&you&aware& of&X,&Y,&Z& •  Thank&me&& •  Confirm& transac7on& •  Explain&what& happens& next& •  Check&I&got& what&I& expected& •  How& sa7sfied?& •  Refer&a&friend& •  Member&get& Member& •  Write&a&review& 1 4 3 I&need&informa7on& I&need&entertainment& I&am&reading&the& ar7cles&and&enjoying& them& Oh,&they&want&me& to&pay&for&this& experience.& & Seems'reasonable' Oh,&they&REALY&want& me&to&pay&for&this& experience.& & Seems'reasonable' Ok&so&how&much&is&it?.& & Seems'reasonable' This&feels&like&a&lot& This&feels&like&a&li`le& & Seems'reasonable' I&have&a&method&of&paying& that&is&acceptable!& & Essen;al' Fantas7c&I&can&access& my&subscrip7on& & Essen;al' Its&actually&pre`y&good!& & Thank'goodness' I&am&proud&to&belong&to&the& Economist&club& & Valida;on' Business&process& Communica7on& strategy&by&channel& Psychological&buying& journey& Segmenta7on&via& Marke7ng&Automa7on& Customer'persona:' •  New&customers& •  Gie&recipients& Experience'triggers:' •  Student& •  Intellectually&interested& •  Intellectually&ac7ve& Key:' Welcome& Reg& Welcome& Paid& Sail&Thru& Ez&Publish& Ez&Publish& Zuora&Ez&Publish& Product'bundle:' •  Print& •  Digital& •  Print&&&Digital& Personal& details& added& 6 5 7 8 Goals:' •  Register& •  Subscribe& •  Refer& Thank&you& for& registering& .& .& .& .& .& Retarge7ng& .& .& .& .& .& .& .& .& .& .&.& .& .& .& .&.& .& .& .& .& .& .& .& .& .& Offline'traffic' •  Telemedia& •  Post& CSR& Engagement& 2 Transac7onal& Service& #&of&steps& Customer&experience& Journey&steps&
  • 17. Consistent Customer Experience 07/10/16 Roost Consulting limited 17 Woman’s Weekly Live ! Consumer events and workshops Community & Membership Charity Events & World Record attempts have seen tens of thousands of WW followers interact with the brand Events & Courses The UK’s best selling magazine for mature women – 638k readers every week Book Series Books & Magazines eCommerce
  • 18. Consistent Customer Experience 07/10/16 Roost Consulting limited 18 eCommerceComment, Debate & Community Events Editorial Jobs Insights
  • 19. Meeting Business Objectives •  Top-level revenue growth ü  Ecommerce and Events ü  Membership and Subscription ü  Advertising •  Collaborative working ü  Editorial ü  Publishing & Marketing ü  Customer service •  Profit enhancing ü  Offset declining circulation and advertising revenues ü  Reduced operating costs 07/10/16 Roost Consulting limited 19 •  Building capability ü  Introduction of single customer view ü  Launch of subscription management platform ü  New cross-functional customer management team established •  Refining the operating model ü  Standardised and rationalised business rules and processes ü  Formalised customer management strategy •  Cost reduction ü  Net infrastructure savings
  • 20. Business Change & Transformation for Marketing, Sales & Service teams Roost Consulting For more information please contact me… sdenny49@gmail.com 07773 390610 LinkedIn