This document provides a proposal for XYZ Pharma to outsource their marketing operations to Client. It outlines:
1. Client's understanding of XYZ's objectives to consolidate agencies, optimize costs, and get an integrated view of marketing activities.
2. The proposed solution which includes transitioning operations offshore, implementing technology platforms for content management, analytics and automation, and focusing on quality and delivery.
3. An analysis of XYZ's planned marketing activities for the year which found that 59% are content development and can benefit from reuse and automation.
4. The engagement scope, timelines, locations, and technology accelerators Client will implement like content management and campaign platforms.
5. Client's credentials
Lindsey bohm 5 - PDF of LinkedIn Profile and Experiencelbohm
Overview of LinkedIn PDF downloaded via their archive feature to save any and all of your accomplishments should anyone ever want to take them away from you or you need to re-create an account due to computer programs running systems.
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The document describes a job opening for a Digital Marketing Campaign Optimization Analyst. The role would be responsible for optimizing integrated, multi-touch digital marketing campaigns on a global scale for a client transforming into a digital company. Key responsibilities include managing campaign optimization, collaborating with analytics teams to generate insights, monitoring performance, presenting recommendations, and coaching local markets. The ideal candidate would have 4+ years of experience in digital marketing, analytics, and campaign optimization along with skills in data analysis, presentations, and stakeholder management.
The document summarizes a presentation about improving marketing measurement in B2B organizations. The key points are:
1) B2B marketers struggle to develop accountable measurement systems that demonstrate marketing performance.
2) Effective planning is critical for measurement but most organizations have ineffective planning processes.
3) A disciplined planning approach is needed to align goals, categorize tactics by audience and purpose, and provide the proper context to understand performance.
Massimo Scalzo is a business process and program expert with extensive experience managing large projects across many industries. He has led business process reengineering programs, developed CRM processes and architectures, and improved organizational efficiency. Some of his achievements include developing international CRM processes for an automotive group, redefining analytical CRM strategies for a telecom company, and mapping requirements to create new products for an IT company. Currently, he runs his own management consulting practice focused on CRM, business processes, and program management.
Datamatics implemented its proprietary i-CARS framework to help a large enterprise software client address challenges of increasing sales in existing markets, tapping new markets, and generating more qualified sales leads. The solution involved defining buyer personas, designing a pilot program, and implementing a full program with dedicated demand generation teams. Key results included a 47% increase in new product sales, 50% reduction in sales cycle, and 45% ROI from regular campaign calibration.
Are you getting good value from your market data? At the turn of 2017/18, grasp surveyed 24 UK Fast Moving Consumer Goods / FMCG professionals. Our survey aimed to help category management/development professionals understand how to drive maximum value from UK FMCG investment in category data & insights. Participants were asked to benchmark the performance of different category data & insight suppliers. This is an executive summary of that research. Please contact us for more details.
[AI Webinar Series P1] - How Advanced Text Analytics Can Increase the Operati...JK Tech
Digitization is considered as the next step-change that will have a bigger impact on businesses than even the internet. To win in the digital journey, companies must act now, or be left behind wondering what happened!
In this webinar series, JKT Smart Analytics demonstrates how they empower their customers to create maximum business value out of this eminent Digital data explosion through digital business empowerment by leveraging the digitization to increase their top-line revenue – customer experience, optimize the bottom-line costs – operational efficiency, enhancing the safety factor and reinventing the business process in line with the changing world.
This webinar is focused on how our AI-based text analytics solutions – First, JKT Social Media Radar; a SaaS-based AI NLP Platform, helping organizations to gain insights on market and customer perceptions on their brands, products & services. Secondly, Sales Promotion Recommendation Engine helps customers to enhance their top-line growth and streamline the bottom-line costs.
KEY TAKEAWAYS:
1) How should a business plan their journey through the Digital data revolution?
2) How can a company make use of digital data to create effective data strategies for the increased outcome(s)?
3) How IT practitioners can catalyst the digital data mining journey and attract business adoption?
4) JKT Social Media Radar solution – What, Why, Supporting Business applications, and more.
5) How can companies reduce operational costs by automating human effort-intensive tasks using cognitive Analytics?
Lindsey bohm 5 - PDF of LinkedIn Profile and Experiencelbohm
Overview of LinkedIn PDF downloaded via their archive feature to save any and all of your accomplishments should anyone ever want to take them away from you or you need to re-create an account due to computer programs running systems.
The document discusses the challenges facing modern Chief Marketing Officers and introduces Gype as a marketing consultancy that helps companies address these challenges. Gype provides business process consultancy, IT solutions, and partnerships to bring transparency and control to marketing operations. Their services include quick scans of marketing processes, design of optimized operations, deployment of solutions, and software development and customization.
The document describes a job opening for a Digital Marketing Campaign Optimization Analyst. The role would be responsible for optimizing integrated, multi-touch digital marketing campaigns on a global scale for a client transforming into a digital company. Key responsibilities include managing campaign optimization, collaborating with analytics teams to generate insights, monitoring performance, presenting recommendations, and coaching local markets. The ideal candidate would have 4+ years of experience in digital marketing, analytics, and campaign optimization along with skills in data analysis, presentations, and stakeholder management.
The document summarizes a presentation about improving marketing measurement in B2B organizations. The key points are:
1) B2B marketers struggle to develop accountable measurement systems that demonstrate marketing performance.
2) Effective planning is critical for measurement but most organizations have ineffective planning processes.
3) A disciplined planning approach is needed to align goals, categorize tactics by audience and purpose, and provide the proper context to understand performance.
Massimo Scalzo is a business process and program expert with extensive experience managing large projects across many industries. He has led business process reengineering programs, developed CRM processes and architectures, and improved organizational efficiency. Some of his achievements include developing international CRM processes for an automotive group, redefining analytical CRM strategies for a telecom company, and mapping requirements to create new products for an IT company. Currently, he runs his own management consulting practice focused on CRM, business processes, and program management.
Datamatics implemented its proprietary i-CARS framework to help a large enterprise software client address challenges of increasing sales in existing markets, tapping new markets, and generating more qualified sales leads. The solution involved defining buyer personas, designing a pilot program, and implementing a full program with dedicated demand generation teams. Key results included a 47% increase in new product sales, 50% reduction in sales cycle, and 45% ROI from regular campaign calibration.
Are you getting good value from your market data? At the turn of 2017/18, grasp surveyed 24 UK Fast Moving Consumer Goods / FMCG professionals. Our survey aimed to help category management/development professionals understand how to drive maximum value from UK FMCG investment in category data & insights. Participants were asked to benchmark the performance of different category data & insight suppliers. This is an executive summary of that research. Please contact us for more details.
[AI Webinar Series P1] - How Advanced Text Analytics Can Increase the Operati...JK Tech
Digitization is considered as the next step-change that will have a bigger impact on businesses than even the internet. To win in the digital journey, companies must act now, or be left behind wondering what happened!
In this webinar series, JKT Smart Analytics demonstrates how they empower their customers to create maximum business value out of this eminent Digital data explosion through digital business empowerment by leveraging the digitization to increase their top-line revenue – customer experience, optimize the bottom-line costs – operational efficiency, enhancing the safety factor and reinventing the business process in line with the changing world.
This webinar is focused on how our AI-based text analytics solutions – First, JKT Social Media Radar; a SaaS-based AI NLP Platform, helping organizations to gain insights on market and customer perceptions on their brands, products & services. Secondly, Sales Promotion Recommendation Engine helps customers to enhance their top-line growth and streamline the bottom-line costs.
KEY TAKEAWAYS:
1) How should a business plan their journey through the Digital data revolution?
2) How can a company make use of digital data to create effective data strategies for the increased outcome(s)?
3) How IT practitioners can catalyst the digital data mining journey and attract business adoption?
4) JKT Social Media Radar solution – What, Why, Supporting Business applications, and more.
5) How can companies reduce operational costs by automating human effort-intensive tasks using cognitive Analytics?
The document provides a summary of Lindsey Bohm's work experience and qualifications. She has over 15 years of experience in marketing, business development, and entrepreneurship. Her specializations include digital marketing, social media marketing, branding, and new business development strategies. She has held various leadership roles such as Director of Marketing, Adjunct Professor, and Founder of her own consulting firms.
Adrian Wijenathan has over 6 years of experience in SEM, social media, and digital performance marketing. He has exceptional skills in data analysis, market research, campaign implementation, and project management. His greatest strength is building strong working relationships across business levels. He has held positions such as Associate Director at Mediacom Global and Senior Performance Manager at Switched On Media, where he improved processes, grew accounts, and increased efficiencies. Adrian has various digital marketing certifications and delivers strategies and operations while managing teams and fostering client relationships.
The document discusses digital marketing trends and strategies. It notes that 55% of businesses plan to increase digital marketing budgets in 2013, with content marketing, mobile optimization, and social media engagement being top priorities. It also predicts that marketing will become more data-driven, performance-oriented, and integrated across online and offline channels. The document then summarizes digital marketing solutions offered by 360 Bytes, including insights, technology, distribution, analytics, and case studies working with clients in industries like footwear and gaming.
Still, budgeting and planning processes are among the most hair-pulling exercises marketing teams go through each year. That’s why National Instruments turned to SiriusDecisions’ Campaign framework to bring sanity back to this annual activity.
For this 400-member global marketing team, selecting an industry accepted framework, leveraging technology, and doubling down on collaboration led to huge strides in their planning and budgeting process.
To watch this webinar on demand visit: http://resources.allocadia.com/revamping-marketing-planning-national-instruments-webinar.html
[Gartner for Marketers] Sample Action Plan: Multichannel Marketing and Commun...Duy, Vo Hoang
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This document summarizes a workshop on SaaS and digital media marketing delivered by Sriram Reddy. It covers differences between SaaS, PaaS, cloud computing and utility computing models. It also discusses digital media marketing strategies, including push and pull models. Key topics covered include SaaS pricing models and licensing, the importance of strategy, accountability, innovation, ethics and their relation to SaaS marketing.
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This document contains information about an opportunity for a Global Marketing Manager position with a US-headquartered industrial IoT company. The company generates $2-3B annually and is looking for a marketing leader to own their distinctive company voice and translate business strategy into marketing strategy. The ideal candidate will have 3+ years of marketing experience, strong relationship building and project management skills, and experience developing marketing plans to drive growth. In return, the role offers career progression opportunities globally and a competitive compensation package.
1) The document discusses ABC's transition from being a consumer electronics company to a provider of networked consumer electronics and entertainment solutions, which involves significant risks and uncertainties.
2) It introduces Critical Assumption Planning (CAP) as a holistic approach to managing growth strategies through assumption-based planning that encourages innovation while managing risks.
3) The assistant recommends ABC begin with a CAP planning diagnostic to assess its readiness for the transition and integrate CAP into its growth strategy program.
Here's how we complement teams with an outsourced demand center!
Macro acted as a natural extension for a company providing financial services to healthcare professionals.
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> Plan and prioritize activities to integrate digital
> Influence company culture and instil a process of continuous improvement
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This document summarizes a workshop on SaaS and digital media marketing delivered by Sriram Reddy. It covers differences between SaaS, PaaS, cloud computing and utility computing models. It also discusses digital media marketing strategies, including push and pull models. Key topics include SaaS pricing models and licensing, the importance of accountability and strategy in marketing, innovations in marketing, and the role of ethics in SaaS business.
This document summarizes a workshop on SaaS and digital media marketing delivered by Sriram Reddy. It covers differences between SaaS, PaaS, cloud computing and utility computing models. It also discusses digital media marketing strategies, including push and pull models. Key topics covered include SaaS pricing models and licensing, the importance of strategy, accountability, innovation, ethics and their relation to SaaS marketing.
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FuturMaster is a supply chain management software company that serves 500 companies across 65 countries with 10,000 users. It provides forecasting, planning, and optimization software as well as expert consulting services to help customers solve complex supply chain challenges and improve performance. The company is dedicated to designing and implementing supply chain solutions that deliver value and achieve business objectives for its customers.
This document contains information about an opportunity for a Global Marketing Manager position with a US-headquartered industrial IoT company. The company generates $2-3B annually and is looking for a marketing leader to own their distinctive company voice and translate business strategy into marketing strategy. The ideal candidate will have 3+ years of marketing experience, strong relationship building and project management skills, and experience developing marketing plans to drive growth. In return, the role offers career progression opportunities globally and a competitive compensation package.
1) The document discusses ABC's transition from being a consumer electronics company to a provider of networked consumer electronics and entertainment solutions, which involves significant risks and uncertainties.
2) It introduces Critical Assumption Planning (CAP) as a holistic approach to managing growth strategies through assumption-based planning that encourages innovation while managing risks.
3) The assistant recommends ABC begin with a CAP planning diagnostic to assess its readiness for the transition and integrate CAP into its growth strategy program.
Here's how we complement teams with an outsourced demand center!
Macro acted as a natural extension for a company providing financial services to healthcare professionals.
The results? We increased their campaign execution capacity by 200%, leading to a 55.31% increase in Lead-to-MQL ratio in one year.
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Customers are redefining how they engage brands. Successful CMOs will need to achieve company financial and revenue goals while keeping maniacal focus on the customer. The presentation will discuss Dell's approach to customer centric marketing.
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> Discover the digital maturity of your business
> Define goals needed to achieve transformation
> Plan and prioritize activities to integrate digital
> Influence company culture and instil a process of continuous improvement
Includes examples from a range of sectors including leaders from some generally less mature industries such as Manufacturing, Aerospace and Defence, Higher Education, Financial Services, Engineering and Construction.
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Similar to SampleCaseStudy_DataAnalyticsResponse_XYZ.pdf (20)
4. Key Objectives
XYZ, is looking for a provider
with proven experience in
handling marketing operations
and have thorough
understanding of - Content
Development, Account
Management, Brand Strategy,
Media Operations, Website,
Analytics and Social media
marketing
Our Understanding
of XYZ’s business
objectives
Vendor
Consolidation
Faster Time to
Market
Cost
Optimization
Integrated view
of all marketing
activities
Challenges
– Multiple marketing agencies involved, Multi channel campaigns executed in silos, no single view for
decision making
– No standardized data collection, storage, processing eco system in place
– Fragmented marketing operations across markets and brands
– Lack of metrics tracking ability to get an integrated view of marketing ROI
– Lack of automation and analytics capabilities
5. Optimization &
Automation
Quality
Focus
Seamless
Delivery
• Right shoring of operations – Onsite coordinator
and Project Manager for enabling the program start
up and smooth transition to offshore team and
closure of backlogs
• Seamless and risk mitigated transition
• Right skills and competencies to deliver – Seed
team from existing pharma engagements, coupled
with right skills and competencies to deliver the
needful. Pharma consultant included to answer
domain related queries.
• Right Process – Aligned to XYZ’s process and
standards and team trained to deliver as per ask
• Process Standardization – Fingerprinted data, a
solution that unifies disjointed content and
campaigns
• SLA Focus – Delivery governed by metrics and
data to drive continuous improvements
• Business Agility – Flexibility and Agility to ramp up
on demand, handle urgent requirements and
updates as per business needs based on evaluation
• Continuous improvements – enabled by
integrated messaging and a platform that deliver a
single source of truth
• Resource sharing across brands – We have
mapped your requirements into buckets and we plan
to create cross skilled resources who can delivery
for all of your brands
• We plan to bring our technology accelerators
which can provide a comprehensive solution for
content storage, done on a scalable cloud with
automated asset metadata population. Allowing
asset reuse and automation
• Customer Satisfaction (C-SAT) surveys – gauge
and improve Net Promoter Score (NPS)
Our solution is aligned to your priorities
e te mi i on
omt e o n o e t
e te o m ols
omt e o n o e t
e te te t nt l
omt e o n o e t
6. Solution Highlights
Transition
Approach
– Risk mitigated; toll gate
approach aligned to
accommodate XYZ’s
proposed plan
– Proven remote transition
framework keeping nuances
of COVID 19 in view
– Collaboration approach to
knowledge transfer and
transition
People & Location
Strategy
– Offshore location hub in India
for right skill availability and
competency
– Onsite project manager and
co-ordination lead for
coordination with offshore
team and XYZ’s core
transformation team
– Resources skilled and
competent in activities
covered under the scope
– Team with ample experience
in pharmaceutical industry
experience
Program
Agility
– Flexibility to ramp up on
demand when business
needs peak with our core-
flex model and change
request process
– Talent Pool and process
readiness to scale up on
demand
Business
ready timeline
– We plan to have an initial
assessment of existing
technology stack, integration
and migration to our single
unified platform over a span
of 4 months prior to execution
of marketing activities
planned for FY 2021-22
– We will provide hyper care
support for 1 month post FY
2021-22
Tools &
Accelerators
– NEXT Content
Collaboration platform to
integrate and digitize your
pharma operations
– NEXT Commercial Content
Intelligence platform for
content management,
analytics across brands and
markets in consideration
– Based on our learnings
during our initial analysis
phase, we plan to introduce
our other technology
accelerators under the
NEXT platform for better
management and
automation of your
marketing activities
8. Our Understanding of Scope
In-scope
Activites
– Content Development,
Account Management,
Brand Strategy, Media
Operations, Website
support and enhancements,
Analytics and Social media
marketing and management
– Solution to provide an
integrated view of marketing
activities, with data
analytics features
Involved
Marketing Groups
– BICO - Commercial
Excellence, Managed
Markets, Marketing (Global),
Marketing (US), Patient
Services
Volume
in scope
– A total of 395 activities
planned across the areas of
- Account & Project
Management, Brand
Strategy/Design, Content
Development, Digital
Website,
Digital/Manage/Analytics,
Digital/Social, Media
In Scope primary
Products
– Brand 1
– Brand 2
– Brand 3
– Brand 4
– Cross-Product Activities
– Portfolio Activities
Project
Duration
– Facilitate the marketing
activities planned for FY
2021-22 (12 Months)
9. Marketing Activities
Analysis ( Planned for FY 2021-22 )
Majority of campaign activities are on content
development (majority of which are existing or minor
changes), solutions with content reuse, automation capabilities
and content integration capabilities will bring about cost
savings
65% of campaigns fall under the Local adaptation/existing or
minor changes categories, thus the larger workforce planned
could be Jr resources with right expertise and a mix of
experienced Leads who can guide them
5% of marketing activities require Spanish language
expertise, hence Spanish translation resource should be
accounted for.
10% of overall activities uses email as the channel of
communication, automated email solutions including readymade
template designs can bring about reduction in manual effort
Complexity of campaign
Category of Marketing activity Simple Medium Complex
Number of
campaigns
Percentage of
total
Account & Project Mgmt 1 0 0 1 0%
Brand Strategy/Design 2 2 3 7 2%
Content Development 126 66 42 234 59%
Digital Website 38 6 0 44 11%
Digital/Manage/Analytics 52 7 0 59 15%
Digital/Social 17 5 6 28 7%
Media 20 2 0 22 6%
Total 256 88 51 395
Content development campaigns is 59% of the total split and 80% of medium and complex campaigns fall
under this category, requiring a larger spread of resources with content management skillset
Brand/Category Number of campaigns Budget Avg. cost per activity
Brand 1 43 $ 23,03,824 $ 53,577
Brand 2 37 $ 14,44,160 $ 39,031
Brand 3 74 $ 34,22,200 $ 46,246
Brand 4 80 $ 79,36,362 $ 99,205
Cross-Product 13 $ 3,52,418 $ 27,109
Portfolio 148 $ 96,27,278 $ 65,049
Larger volume of campaign activities are for the Categories Portfolio, Brand 4, Brand 3. Brand 4 has a larger
cost per activity pointing to a number of high budget campaigns and media placements.
11. Our solution focuses on enabling core capabilities necessary for
ieving XYZ’s p io ities
– Experienced senior consultants
with skills and tool
competencies to handle end to
end marketing activities.
– Client home grown - one of a
kind solution for pharma market
for integration and automation
of marketing needs
People & Tool
competency
Transition &
Process
Solution
Tenets
We can do it
Quality Assurance &
Governance
– Process framework, best
practices, vast experience in
handling similar transition of
large programs
– Strong QA framework backed
by SLA’s and metrics, and a
strong governance structure to
ensure delivery
– Technology first approach and
codified best practices to drive
quality and efficiency
– Client helps a large biotech
leapfrog the digital maturity
curve
– The client was able to transform
marketing operations into a
standardized, insights-driven,
self-service based model.
Have done this
for others
– Handled remote transition for
several programs, and have
well established process
workflow for marketing and
content development tools.
– Powering a global pharma’s CX
journey, from strategy to
execution
– Empowered client’s customer
engagement leaders be future
ready, and increase digital
customer reach and
engagement
Expected
Outcomes …
Performance
e te t ism i
omt e o n o e t
These tenets form the basis of our solution for XYZ’s Strategic Objectives
For each solution Tenet, we will demonstrate our capabilities and credentials
Cost Savings
Operational Excellence
Upto 56% Higher Global
Content Reuse
Increase review accuracy by
95%
Upto 80% Less time to insights
30-40% Faster Time to Market
20-30% Savings in agency
Cost
30-40% savings in overall
Campaign costs
e te s n in
omt e o n o e t
12. Client’s Capability
We are a technology-led
healthcare solutions provider.
We combine deep industry
expertise with fit-for-purpose
technology in an agile and
scalable operating model. Many
of the leading global healthcare
organizations rely on us to
deliver effective and efficient
clinical, medical, and commercial
outcomes every day. From
strategy to execution, we enable
healthcare organizations be
future ready.
4500+
employees
$200 M
funding Carlyle Group &
Brighton Park Capital
$2 B
Revenue under
management
1,750,000
Medical & commercial
assets created
Our Partners
Our Locations
750
Global Healthcare
brands’ trust
13. Challenges
– Fragmented marketing operations across markets and brands
– Ineffective and non dynamic marketing campaigns which could not be scaled
– Non standardized and varied maturity in the way client was engaging with their customers
across markets
– Limited to no metrics’ tracking hurting ability for content personalization
Our Solution
– We established a multi Channel service center for end to end marketing operations which
was modular to roll out capabilities across markets
– This model was designed to function at the intersection of effective and intelligent
operations with a combination of people, industry leading setup, and solution
accelerators, yet achieving compliance
– We executed a tech enabled scale up with ( i ) NEXT Content Collaboration to drive
collaboration through digital asset lifecycle, (ii) NEXT Campaign Collaboration to build,
launch, manage and optimize campaigns, (iii) NLP driven automated content creation,
and (iv) AI/ML enabled Next Best Action Recommendation for customer engagement
Outcome
– The client was able to transform marketing operations into a standardized, insights-
driven, self-service based model, establish a joint incubation center, and drive adoption
across 31 markets, thus making them future ready.
– 56% Increase in Global Content Reuse
– 40% Operations time saved through automation
– 33% Faster time to Market
– 26% cost savings in agency cost
– 86% reduction in campaign cost per touchpoint
– 30% Faster Project management cycle time
We helped a large
biotech leapfrog
the digital
maturity curve
CASE STUDY
We have done this before
14. Our Technology Accelerators for Integration & Automation
We plan to employ some of the following home-grown platforms from Client to achieve XYZ’s strategic objective to have an integrated view of marketing activities. It also enables cost
savings with automation and reuse of assets across markets/ business units. Final set of technology accelerators implemented will be based on our initial audit of current assets
,technology stack and discussions with XYZ.
An artificial intelligence powered
Digital Asset Management
(DAM) platform with insightful
analytics; making your content
reach the market faster, while
remaining regulation compliant
Hyper-personalization engine for
commercial teams to
understand HCP preferences
(channels, content, prescription
behavior, etc.) and recommend
a personalized omnichannel
journey
A unified campaign
management platform with real-
time reporting dashboards to
help you plan, manage, and
measure your campaigns with
deep analytics
A platform that provides real-
time information about projects
with end-to-end project
management capabilities and
automates your workflows using
intelligent rule-based processes
An AI-powered platform which
converts unstructured content
into structured data and
elevates multiple operations
across content management,
content analytics, and DAMs
NEXT Commercial
Content Intelligence
NEXT Content
Collaboration
NEXT Campaign
Management
NEXT Digital Asset
Management
NEXT HCP Journey
Optimization
e te te t nt l
omt e o n o e t
e te it in n t
omt e o n o e t
e te A ien o et
omt e o n o e t
e te p i n
omt e o n o e t
e te n ni
omt e o n o e t
Why it’s important ?
Improve DAMs’ hygiene and
search functionality
Enable content personalization at
scale through insights
Identify levers to optimize content
reuse
Access project information
instantly on demand
Intuitive tracking of project and
engagement KPIs
Fully customizable to integrate
your tech ecosystem
Run faster campaigns and avoid
lengthy planning cycles
Coordinate between
stakeholders effortlessly
Make better decisions with rich
data analytics
More efficient content operations
with less review cycles
Drive content compliance with
regulatory standards
Take optimized content to market
faster
Understand customer personas
and define journeys for better
interventions
Assess engagements in real time
to drive next best actions
Optimize channel mix to improve
customer conversion rates
15. Marketing Lead NEXT Tech Lead
Domain Consultant
Client Relationship Manager
Program Manager
Executive Sponsor
Delivery Organization
Technical Writers
Editors,
Illustrators,
Video Editor
Spanish Expert
Social Media Marketing SME
UI/ UX designers
Website Developer
Data Analysts
NEXT Platforms Senior Developer
NEXT Platforms Senior Developer
Onsite Role
Offshore Role
Legend
16. Our Service approach from transition to delivery
Pre engagement
preparation
XYZ business need & scope
overview
Refresh on competency and
tools
Prepare questionnaire & pre
engagement checklist for due
diligence
Draft training templates and
strawman ready for program
time
Point of
Departure
Transition and planning
– IdentifyClient and XYZ team
– Define strategy for marketingactivities
defined
– Identifyand accesssources in scope
– Decide the plan and approach on the
currentactivitiesplanned
Stable support & improvements
– Stable implementationof marketingactivities
as plannedduring the initialstages
– Explore and implementautomation
opportunitieswith NEXT platforms
– 1 month of hype care supportpostcompletion
of currentroadmap of stable support
Integrated marketing platform
– Audit and identify how we can integrate a
single unifiedplatform
– Audit of existing ecosystemof brands,
campaignsand agencies
– Post audit,migrationof existing assets to
NEXT platform
– Activate automationfor workflows and
operationaltasks
Point of Arrival
Informed core
team
Audit , Integration
and Migration
Establishing Target
Operating Model
Knowledge transfer
– Attend KT sessionsby XYZ
– Identifythe tools,documentsand
activitieslist
– Come up with detailedplan for each
marketingactivity by brand and market
– Train core team on the plan and
contentroadmap
M2 M4 M16
Transition and
Knowledge
acquisition
Enabling the
movement
M17
Hypercare
Support
17. Our Proposed Transition framework
Transition Initiation &
Planning
Transition
Execution
Transition
Closure
– Initial set up including Core
team onboarding and
Integrated planning
(Transition Analysis
– Feedback and Transition
completion Sign off from the
Customers ( End of primary
support)
Knowledge Acquisition Knowledge Transfer Shadow + Primary Support
Client Knowledge Acquisition team acquires
knowledge from XYZ
The Knowledge acquisition team internally
transfers knowledge to the remaining of the
steady state team
Client team starts handling deliverable
tasks, still considered part of training .
Extensive feedback is provided on these
by the trainers and customer
Client team starts handling
planned marketing activities
with minimal XYZ support
Overall Interactions – XYZ & Client teams
18. … driven by key factors of
transition success
Awareness and
Communication being
key to successful
migrations, the
following are focus
points ahead of a
Transition that will
promote seamlessness
Transition Governance
• Identification of key incumbent
SME’s
• Identify Program Managers &
Process Owners within XYZ who
will work on the activities planned
Early documentation and
System Access
SME Identification
• Work with XYZ team to ensure the
processes are understood and
SOPs are updated
• Gain access to all existing process
documentation
• Get focused attention to system
access requirements
• Plan for environment setup to
enable Knowledge Acquisition
• Ensure that SMEs with relevant
experience are assigned for the
duration of the transition
• Develop SME retention plan
• Enable planning of KA/KT
schedules considering staff
availability and relevant constraints
19. Following key parameters for operational excellence
Resource Placement
• Effective and Efficient deployment of
resources to meet requirements
Performance Review
• Quarterly and Yearly review of resources to
ensure quality of resources
Equip resources to outperform
Quality/SLA management
• Robust QC, Data driven insights with NEXT
platforms
Monitoring
• Proactive identification of issues with
integrated view dashboards and hence a
stable operating model
Performance driven by metrics
Knowledge Repository/ Best
Practices Sharing
• A Knowledge management Platform
Standard Operating
Procedures
• Create and maintain standard operating
procedures for consistent output and faster
Knowledge transfer
Industry Best Practices
Outlier Management
• Reduce variance via outlier identification
and proactive remediation
Risk Management
• Risk identified at each phase and mitigated
• Digital Asset Management and Campaign
Management tools for identification of Risk
Mitigate Risks
20. Our Proposed SLA
– SLA definition – Client will design a data-based performance and operation management framework aligned to XYZ’s marketing activity plan
– Metrics definition – Key metrics evaluated on Productivity, On time delivery and Quality
– Metrics baselining – We will analyze and benchmark the performance metrics based on our evaluation during the audit phase
Parameter SLA Metric
Productivity
– Efficiency and the rate of completion by the team and each
resource
– Number of request processed per day/week measured against the benchmark by
complexity
Timely Delivery
– Tracking and managing workflow to ensure that each
request is delivered
– OTD defined as the share of campaigns delivered in time with respect to the marketing
activity plan created.
Quality
– Accuracy of the campaigns/marketing activity delivered
with limited rework rate
– Error of rework per 10 campaigns
21. Program risks and mitigation monitored
Scope Key Risks Client’s Mitigation Plan
Project
– Scope Creep during the course of the transition
– Lack of ownership
– Lack of defined Milestones/Objectives
– Any additional campaigns to be reviewed by both the parties and go through Change
Request
– Sign Off on Master Communication plan and Robust governance structure
– Regular review mechanism (daily, weekly and monthly)
People
– Process knowledge lost during transition from XYZ
(Attrition/Unavailability)
– A transition manager assigned by XYZ
– XYZ to encourage SME’s to define their roles and responsibilities
– Client to perform ramp up of the team as per requirement identification and attrition
– Service assurance and retention of critical resources during transition until the final cut over
Technology – Delay in IT readiness
– Both teams to sign off timelines on IT infrastructure
– Dedicated IT spoc to track and report on IT deployment
– Complete stress testing of all applications before start of training/go live
Process
– Availability of process documentation
– Sharing the data metrics and KPI information
– XYZ to sign off all documentation ensuring Client starts with the most updated information
– In the absence of any training articles Client will show flexibility with the required inputs
provided
– Metrics like SLA/KPI , Quality framework to be defined and signed off with XYZ
Project
– Scope Creep during the course of the transition
– Lack of ownership
– Lack of defined Milestones/Objectives
– Any additional campaigns to be reviewed by both the parties and go through Change
Request
– Sign Off on Master Communication plan and Robust governance structure
– Regular review mechanism (daily, weekly and monthly)
22. RACI Matrix
Function person XYZ PM XYZ SME Client PM Client Team Client QA Client Delivery Manager
Project assignment R I I I
Identify team and train R I A
Overall Project Management C R A
Reporting R R
Assign Tasks R I I A
Design Campaign Plan and Strategy C R I I A
Review campaign strategy A R C
Update/Author Campaign I I A R I
Review campaign drafts A R C C I
Approve completed campaigns A R C C I
Publish completed campaigns I I R R I
R - Responsible A - Accountable C - Consulted I - Informed
23. Governance Model for Operations
Quarterly
review
• Align strategic direction and goal
• Monitor executive level risks and issues
• Long term account planning Program issues
appropriate for a board level discussion
Performance review, Innovation Strategic Layer
e te o
omt e o n o e t
• Monitor transition progress, address risk &
mitigation
• Defining & recommending innovation &
Continuous improvement opportunities
• Change Management
• Service Delivery Review Management Layer
e te A ien o et
omt e o n o e t
Monthly
review
• Review track level service level metrics
reporting and review
• Day to day issues management
• Recommend process improvement initiatives
• Resolve exceptions
• Review Customer Satisfaction
Operational Layer
e te o m ols
omt e o n o e t
Weekly
meetings
Key Players
Committees
• Executive
Management
• Global Marketing
Heads
• Finance Controller
• Transformation Team
• Business Management
• Brand Managers
• XYZ SME’s
• Executive Sponsor
Client Partner
• Program Manager
• Program Manager
• Onsite coordinator and
Lead
• Delivery Manager
• Onsite coordinator and
Lead
• Senior SME’s/Leads
XYZ
Objectives
25. Detailed Execution timeline
Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22
Transition office and
Governance setup
Knowledge Transfer
Integration and Migration of
existing tool stack to NEXT
platforms
Stable support and execution of
Marketing Activities planned for
FY 2021 - 22
Hyper care support
Transition
Enablement
Stable
support
NEXT
tools
• Due Diligence
• Contracting
• Preplanning activities
• Resource mobilization and transition planning
• Knowledge transfer sessions from XYZ SME’s
and current marketing agencies
• Play back session and primary support handover
• Audit of current technology stack
• Install and deploy relevant NEXT tools and platforms
• Optimize and migrate existing systems to NEXT platforms
• Implementation of planned marketing activities
• Continuous improvements and automation with NEXT platform
• Marketing activities execution planning prep
27. Commercials
Pricing Model Fixed Price Model
Total Cost $ 1,763,210
– Staffing Model
– Team size estimated based on current marketing activities planned
– Team Managed and executed by Client
– Project management and ownership with Client
– Working hours, complexity split of Marketing activities are described under Assumptions section of this document
– Price is inclusive of License cost of NEXT platform
29. Assumptions
– NEXT platforms will delivery a effort reduction of 20% with automation and reusable components identification
capabilities
– Hypercare support duration of 1 month considered after FY 2021-22
– Financial year period of company XYZ considered from Jan 2021 - Dec 2021
– One onsite co-ordination lead to take care of all communications with customer and offshore team
– NEXT platform is capable of integration with all tools and technologies currently present at XYZ
– Each activity provided under the Marketing activities planned for FY 2021 – 22 is considered as a separate
campaign for simplicity
– Campaigns that fall under Complexity category of 1 - Local Adaptation/existing, 2 -Minor updates/existing
considered of complexity level - simple
– Campaigns that fall under Complexity category of 3 -Moderate/Significant changes considered of complexity
level - medium
– Campaigns that fall under Complexity category of 4 -New and Original/Strategic considered of complexity
level - complex
– Effort considered for simple complexity is 1 resource for every 20 campaigns, medium complexity requires 1
resource every 10 campaigns and complex campaigns require 1 resource every 5 campaigns
– Working hours per resource per day for onsite and offshore locations is set as 8 hours, standard number or
working days per month is considered as 21 days
– License cost of NEXT platforms considered as USD 100,000 per year
– Administration and maintenance of current technology stack and website will be performed by XYZ’s IT team
– We assume that the service provider for this RFP will be decided before Aug 2020, as we need a minimum of
4 weeks for employee onboarding before the initial Transition phase
– Pricing provided only covers resource and license costs, it does not include production cost of video
campaigns or cost for media/digital placements .