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Sitecore’s Federated Experience Manager
Keeping the Customer at the Center of Your Marketing Efforts
John Field // Sitecore
Brian Payne // ISITE Design
Agenda
• Introductions
• Overview Federated Experience Manager
• Why Connected Experiences Matter
• Real World Examples From Early Adopters
• Q&A
3
helping global companies deliver digital experiences that make a difference
4
Federated Experience Manager
5
What?
• Federated Experience Manager enables content editors
to manage and measure the customer experience on
non-Sitecore sites, driving a consistent experience
across an entire portfolio of previously disconnected
websites
How?
• Using the Experience Editor from within Sitecore, editors
can …
• Get started on Day 1
• Create and manage content
• Track & measure experiences
• Personalize content
• Conduct A/B testing
• Collect all experience data in the Sitecore Experience
Database
• Implementation = 1 line of code
Sitecore Experience Platform
Non-Sitecore
Sites
Non-Sitecore
Mobile Apps
6
Who?
• A company in acquisition mode needs to quickly take control of existing
websites and start to bring them under the main brand umbrella.
• A company owns multiple brand websites, and needs to have a single view of
how a single individual is interacting with those sites, and then personalize the
experience across all the sites for a single, consistent experience.
• A company can’t wait for a new website to be developed before leveraging
Sitecore’s capabilities, so they leverage Federated Experience to easily track,
measure and personalize the experience on existing sites.
• A company with sites or applications that cannot be managed by Sitecore.
Secure sites you can’t traditionally monitor/track centrally, non .Net sites.
7
Federated Experience Manager
Why Connected Experiences Matter
8
9
Technology is Not a Silver Bullet
10
Fact: We’re Better At Making
Websites Than Managing Them
Related: Organizations Make A
Lot Of Websites
Customer Experiences Span Many Channels
Source: Accenture Global Consumer Pulse Research, 2013
Customers use
6 different
channels
on average for
prospecting
11
Source: Accenture Global Consumer Pulse Research, 2013
=
Are Frustrated When…
they’re presented with inconsistent offers or experiences across channels
65%
12
≠ ≠
Will Abandon Your Brand…
Source: Insight One Study, 2013
after as little as two mis-targeted communications
½
13
Connected Experiences Are Valuable
CX Leaders
22.5%
CX Laggards
-46.3%
5-year performance customer experience leaders vs. laggards (2007-2011)
Source: Watermark Consulting, 2013
14
40%
30%
20%
10%
0%
-10%
-20%
-30%
-40%
-50%
S&P 500 Index
-1.3%
Connected Experiences Are Valuable
CX Leaders
43.0%
CX Laggards
-33.9%
6-year performance customer experience leaders vs. laggards (2007-2012)
Source: Watermark Consulting, 2013
15
60%
50%
40%
30%
20%
10%
0%
-10%
-20%
-30%
-40%
-50%
S&P 500 Index
14.5%
Connected Experiences Are Valuable
CX Leaders
77.5%
CX Laggards
-2.5%
7-year performance customer experience leaders vs. laggards (2007-2013)
Source: Watermark Consulting, 2013
16
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
-10%
-20%
S&P 500 Index
51.5%
Source: Sitecore
Experience Maturity Model
17
Source: Sitecore
Where’s Your Organization?
18
Attract
Convert
Advocate
Need
Compare
Discover
Research
Purchase
Decide
Use
Get Help
Share
Personalize
PartnerEvangelize
Tribe
Search
Customer
Experience
Ecosystem
Function
Value
Meaning
Crafting Connected Experiences is Challenging
19
Research
Use
Personalize
Partnerize
Social
Mobile
Web
Search
Store
20
Optimizing Connected Experiences is Challenging
Only 34% of companies understand
their customers’ ‘digital body language’
Only 10% of companies have a
comprehensive view of their customer
Source: CMO Council (April, 2013)Source: Econsultancy, Customer Lifetime Value Report (April, 2014)
21
Source: http://chiefmartec.com
The Marketing Technology Landscape is Challenging
22
Source: http://chiefmartec.com
The Marketing Technology Landscape is Challenging
23
~100 companies ~350 companies ~950 companies
August 2011 September 2012 January 2014
Sites
Apps
Mobile
Commerce
Search
Email
Community
Social
Digital Asset Management
Commerce & Product Management
Translation Management
Profiling & Personalization
Business Intelligence
CRM & Sales Automation
Marketing Automation
Email Service Provider
Digital Analytics
ContentCMS
29
Assembling One Connected Platform?
30
Technology is Not a Silver Bullet
31
Technology is Not a Silver Bullet
<script src=“//tracking.local/bundle/beacon”></script>
32
Federated Experience Manager
Real-world Examples
33
Utility Company Example
Public Site Runs on Sitecore
(Hosted in the Cloud)
Non-Sitecore Site for Account
Management & Bill Pay
(Host On-Premise)
34
Analytics Tracking on Non-Sitecore Site
35
Analytics Tracking on Non-Sitecore Site
Analytics Tracking on Non-Sitecore Site
36
Analytics Tracking on Non-Sitecore Site
Personalization of Content on Sitecore Site
Personalization of Content on Sitecore Site
Based on Behavior on
Non-Sitecore Site
37
Personalization of Content on Non-Sitecore Site
38
Personalization of Content on Non-Sitecore Site
A/B Testing of Content on Non-Sitecore Site
39
A/B Testing of Content on Non-Sitecore Site
Internet
Non-Sitecore Site (Hosted On Premise)Sitecore Content Delivery (Hosted On Azure)
Non-Sitecore Page
Server-Side Integration
via Sitecore’s API
INTERNET
Web
Database
Publishing
3 Production Installation
1 Non-Production Installation
5 Concurrent Authors
1 Entity
8 Cores
8+ GB RAM
250+ GB HDD
PROFESSIONAL +
DEVELOPMENT
SERVER
CEP
MANAGEMENT
SERVER
CEP
DELIVERY
SERVERS
DEVELOPER
WORKSTATIONS
AUTHOR
WORKSTATIONS
DATABASE
SERVER
STER
WEB
ORE
DATABASE
SERVER
STER
WEB
ORE
DATABASE
SERVER
WEB
ORE
DMS
Packages
Windows Server 2008
IIS 7
.NET Framework 3.5
8-10M
Pages /
Month*
SITECORE
SERVER
DATABASE
SERVER
8 Cores
8+ GB RAM
250+ GB HDD
250GB per Content DB
14KB per Visitor
*Approximate page output. Results may
Database
Server
Web
Server
Web
Server
8 Cores
8+ GB RAM
250+ GB HDD
CEP
MANAGEMENT
SERVER
CEP
DELIVERY
SERVERS
AUTHOR
WORKSTATIONS
DATABASE
SERVER
STER
WEB
ORE
DATABASE
SERVER
WEB
ORE
DMS
Windows Server 2008
IIS 7
.NET Framework 3.5
8-10M
Pages /
Month*
SITECORE
SERVER
DATABASE
SERVER
8 Cores
8+ GB RAM
250+ GB HDD
250GB per Content DB
14KB per Visitor
*Approximate page output. Results may
SQL Database
Store
Delivery
Web Role
Delivery
Web Role
Server-Side Integration: Non-Personalized Content
40
Internet
Non-Sitecore Site (Hosted On Premise)Sitecore Content Delivery (Hosted On Azure)
Non-Sitecore Page
Client-Side Integration
via Federated Experience
Manager
INTERNET
Web
Database
Publishing
3 Production Installation
1 Non-Production Installation
5 Concurrent Authors
1 Entity
8 Cores
8+ GB RAM
250+ GB HDD
PROFESSIONAL +
DEVELOPMENT
SERVER
CEP
MANAGEMENT
SERVER
CEP
DELIVERY
SERVERS
DEVELOPER
WORKSTATIONS
AUTHOR
WORKSTATIONS
DATABASE
SERVER
STER
WEB
ORE
DATABASE
SERVER
STER
WEB
ORE
DATABASE
SERVER
WEB
ORE
DMS
Packages
Windows Server 2008
IIS 7
.NET Framework 3.5
8-10M
Pages /
Month*
SITECORE
SERVER
DATABASE
SERVER
8 Cores
8+ GB RAM
250+ GB HDD
250GB per Content DB
14KB per Visitor
*Approximate page output. Results may
Database
Server
Web
Server
Web
Server
8 Cores
8+ GB RAM
250+ GB HDD
CEP
MANAGEMENT
SERVER
CEP
DELIVERY
SERVERS
AUTHOR
WORKSTATIONS
DATABASE
SERVER
STER
WEB
ORE
DATABASE
SERVER
WEB
ORE
DMS
Windows Server 2008
IIS 7
.NET Framework 3.5
8-10M
Pages /
Month*
SITECORE
SERVER
DATABASE
SERVER
8 Cores
8+ GB RAM
250+ GB HDD
250GB per Content DB
14KB per Visitor
*Approximate page output. Results may
SQL Database
Store
Delivery
Web Role
Delivery
Web Role
Client-Side Integration: Analytics & Personalization
41
42
43
44
45
46
47
48
49
50
Regional Bank Example
Marketing Site Runs on Sitecore
(Hosted in the Cloud)
3rd Party Vendor Sites
Provide Key Functionality
51
Analytics Tracking on Non-Sitecore Site
52
All Key Conversions Happen on 3rd Party Sites
Personalization of Content on Sitecore Site
Personalization of Content on Sitecore Site
Based on Behavior on
Non-Sitecore Sites
53
Clear Roadmap for Incremental Improvements
Across Dozens of
3rd Party Sites
54
Ski Resort Example
Marketing Site & Ecommerce
Runs on Sitecore
Mobile App Can Play
Key Role in On-Hill
Experience
55
Analytics Tracking in Mobile App
Analytics Tracking
56
Personalization of Content in Mobile App
Personalized Content
57
Personalization of Content on Sitecore Site
Personalization of Content on Sitecore Site
Based on Behavior in
Mobile App
58
Q & A
59

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Sitecore's Federated Experience Manager Enables Consistent Experiences Across Sites

  • 1.
  • 2. Sitecore’s Federated Experience Manager Keeping the Customer at the Center of Your Marketing Efforts John Field // Sitecore Brian Payne // ISITE Design
  • 3. Agenda • Introductions • Overview Federated Experience Manager • Why Connected Experiences Matter • Real World Examples From Early Adopters • Q&A 3
  • 4. helping global companies deliver digital experiences that make a difference 4
  • 5. Federated Experience Manager 5 What? • Federated Experience Manager enables content editors to manage and measure the customer experience on non-Sitecore sites, driving a consistent experience across an entire portfolio of previously disconnected websites How? • Using the Experience Editor from within Sitecore, editors can … • Get started on Day 1 • Create and manage content • Track & measure experiences • Personalize content • Conduct A/B testing • Collect all experience data in the Sitecore Experience Database • Implementation = 1 line of code
  • 7. Who? • A company in acquisition mode needs to quickly take control of existing websites and start to bring them under the main brand umbrella. • A company owns multiple brand websites, and needs to have a single view of how a single individual is interacting with those sites, and then personalize the experience across all the sites for a single, consistent experience. • A company can’t wait for a new website to be developed before leveraging Sitecore’s capabilities, so they leverage Federated Experience to easily track, measure and personalize the experience on existing sites. • A company with sites or applications that cannot be managed by Sitecore. Secure sites you can’t traditionally monitor/track centrally, non .Net sites. 7
  • 8. Federated Experience Manager Why Connected Experiences Matter 8
  • 9. 9 Technology is Not a Silver Bullet
  • 10. 10 Fact: We’re Better At Making Websites Than Managing Them Related: Organizations Make A Lot Of Websites
  • 11. Customer Experiences Span Many Channels Source: Accenture Global Consumer Pulse Research, 2013 Customers use 6 different channels on average for prospecting 11
  • 12. Source: Accenture Global Consumer Pulse Research, 2013 = Are Frustrated When… they’re presented with inconsistent offers or experiences across channels 65% 12 ≠ ≠
  • 13. Will Abandon Your Brand… Source: Insight One Study, 2013 after as little as two mis-targeted communications ½ 13
  • 14. Connected Experiences Are Valuable CX Leaders 22.5% CX Laggards -46.3% 5-year performance customer experience leaders vs. laggards (2007-2011) Source: Watermark Consulting, 2013 14 40% 30% 20% 10% 0% -10% -20% -30% -40% -50% S&P 500 Index -1.3%
  • 15. Connected Experiences Are Valuable CX Leaders 43.0% CX Laggards -33.9% 6-year performance customer experience leaders vs. laggards (2007-2012) Source: Watermark Consulting, 2013 15 60% 50% 40% 30% 20% 10% 0% -10% -20% -30% -40% -50% S&P 500 Index 14.5%
  • 16. Connected Experiences Are Valuable CX Leaders 77.5% CX Laggards -2.5% 7-year performance customer experience leaders vs. laggards (2007-2013) Source: Watermark Consulting, 2013 16 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% S&P 500 Index 51.5%
  • 21. Optimizing Connected Experiences is Challenging Only 34% of companies understand their customers’ ‘digital body language’ Only 10% of companies have a comprehensive view of their customer Source: CMO Council (April, 2013)Source: Econsultancy, Customer Lifetime Value Report (April, 2014) 21
  • 22. Source: http://chiefmartec.com The Marketing Technology Landscape is Challenging 22
  • 23. Source: http://chiefmartec.com The Marketing Technology Landscape is Challenging 23 ~100 companies ~350 companies ~950 companies August 2011 September 2012 January 2014
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29. Sites Apps Mobile Commerce Search Email Community Social Digital Asset Management Commerce & Product Management Translation Management Profiling & Personalization Business Intelligence CRM & Sales Automation Marketing Automation Email Service Provider Digital Analytics ContentCMS 29 Assembling One Connected Platform?
  • 30. 30 Technology is Not a Silver Bullet
  • 31. 31 Technology is Not a Silver Bullet
  • 34. Utility Company Example Public Site Runs on Sitecore (Hosted in the Cloud) Non-Sitecore Site for Account Management & Bill Pay (Host On-Premise) 34
  • 35. Analytics Tracking on Non-Sitecore Site 35 Analytics Tracking on Non-Sitecore Site
  • 36. Analytics Tracking on Non-Sitecore Site 36 Analytics Tracking on Non-Sitecore Site
  • 37. Personalization of Content on Sitecore Site Personalization of Content on Sitecore Site Based on Behavior on Non-Sitecore Site 37
  • 38. Personalization of Content on Non-Sitecore Site 38 Personalization of Content on Non-Sitecore Site
  • 39. A/B Testing of Content on Non-Sitecore Site 39 A/B Testing of Content on Non-Sitecore Site
  • 40. Internet Non-Sitecore Site (Hosted On Premise)Sitecore Content Delivery (Hosted On Azure) Non-Sitecore Page Server-Side Integration via Sitecore’s API INTERNET Web Database Publishing 3 Production Installation 1 Non-Production Installation 5 Concurrent Authors 1 Entity 8 Cores 8+ GB RAM 250+ GB HDD PROFESSIONAL + DEVELOPMENT SERVER CEP MANAGEMENT SERVER CEP DELIVERY SERVERS DEVELOPER WORKSTATIONS AUTHOR WORKSTATIONS DATABASE SERVER STER WEB ORE DATABASE SERVER STER WEB ORE DATABASE SERVER WEB ORE DMS Packages Windows Server 2008 IIS 7 .NET Framework 3.5 8-10M Pages / Month* SITECORE SERVER DATABASE SERVER 8 Cores 8+ GB RAM 250+ GB HDD 250GB per Content DB 14KB per Visitor *Approximate page output. Results may Database Server Web Server Web Server 8 Cores 8+ GB RAM 250+ GB HDD CEP MANAGEMENT SERVER CEP DELIVERY SERVERS AUTHOR WORKSTATIONS DATABASE SERVER STER WEB ORE DATABASE SERVER WEB ORE DMS Windows Server 2008 IIS 7 .NET Framework 3.5 8-10M Pages / Month* SITECORE SERVER DATABASE SERVER 8 Cores 8+ GB RAM 250+ GB HDD 250GB per Content DB 14KB per Visitor *Approximate page output. Results may SQL Database Store Delivery Web Role Delivery Web Role Server-Side Integration: Non-Personalized Content 40
  • 41. Internet Non-Sitecore Site (Hosted On Premise)Sitecore Content Delivery (Hosted On Azure) Non-Sitecore Page Client-Side Integration via Federated Experience Manager INTERNET Web Database Publishing 3 Production Installation 1 Non-Production Installation 5 Concurrent Authors 1 Entity 8 Cores 8+ GB RAM 250+ GB HDD PROFESSIONAL + DEVELOPMENT SERVER CEP MANAGEMENT SERVER CEP DELIVERY SERVERS DEVELOPER WORKSTATIONS AUTHOR WORKSTATIONS DATABASE SERVER STER WEB ORE DATABASE SERVER STER WEB ORE DATABASE SERVER WEB ORE DMS Packages Windows Server 2008 IIS 7 .NET Framework 3.5 8-10M Pages / Month* SITECORE SERVER DATABASE SERVER 8 Cores 8+ GB RAM 250+ GB HDD 250GB per Content DB 14KB per Visitor *Approximate page output. Results may Database Server Web Server Web Server 8 Cores 8+ GB RAM 250+ GB HDD CEP MANAGEMENT SERVER CEP DELIVERY SERVERS AUTHOR WORKSTATIONS DATABASE SERVER STER WEB ORE DATABASE SERVER WEB ORE DMS Windows Server 2008 IIS 7 .NET Framework 3.5 8-10M Pages / Month* SITECORE SERVER DATABASE SERVER 8 Cores 8+ GB RAM 250+ GB HDD 250GB per Content DB 14KB per Visitor *Approximate page output. Results may SQL Database Store Delivery Web Role Delivery Web Role Client-Side Integration: Analytics & Personalization 41
  • 42. 42
  • 43. 43
  • 44. 44
  • 45. 45
  • 46. 46
  • 47. 47
  • 48. 48
  • 49. 49
  • 50. 50
  • 51. Regional Bank Example Marketing Site Runs on Sitecore (Hosted in the Cloud) 3rd Party Vendor Sites Provide Key Functionality 51
  • 52. Analytics Tracking on Non-Sitecore Site 52 All Key Conversions Happen on 3rd Party Sites
  • 53. Personalization of Content on Sitecore Site Personalization of Content on Sitecore Site Based on Behavior on Non-Sitecore Sites 53
  • 54. Clear Roadmap for Incremental Improvements Across Dozens of 3rd Party Sites 54
  • 55. Ski Resort Example Marketing Site & Ecommerce Runs on Sitecore Mobile App Can Play Key Role in On-Hill Experience 55
  • 56. Analytics Tracking in Mobile App Analytics Tracking 56
  • 57. Personalization of Content in Mobile App Personalized Content 57
  • 58. Personalization of Content on Sitecore Site Personalization of Content on Sitecore Site Based on Behavior in Mobile App 58

Editor's Notes

  1. Sitecore Symposium 2014 Barcelona
  2. Sitecore’s Federated Experience Manager
  3. Agenda
  4. ISITE Design
  5. Sitecore’s Federated Experience Manager
  6. Sitecore’s Federated Experience Manager
  7. Use Cases for Sitecore’s Federated Experience Manager
  8. Why Connected Experiences Matter
  9. Technology is Not a Silver Bullet
  10. Fact: We’re Better At Making Websites Than Managing Them
  11. Customer Experiences Span Many Channels
  12. 65% Are Frustrated When…
  13. ½ Will Abandon Your Brand…
  14. Connected Experiences are Valuable
  15. Connected Experiences are Valuable
  16. Connected Experiences are Valuable
  17. Sitecore’s Experience Maturity Model
  18. Where’s Your Organization?
  19. Crafting Connected Experiences is Challenging
  20. Crafting Connected Experiences is Challenging
  21. Orchestrating and Optimizing Connected Experiences is Challenging
  22. The Marketing Technology Landscape is Challenging
  23. The Marketing Technology Landscape is Overwhelming
  24. Web Site / WCM / WEM
  25. Personalization
  26. Testing & Optimization
  27. Marketing Automation / Integrated Marketing
  28. Data Management Platforms / Customer Data Platforms
  29. Assembling One Connected Platform
  30. Technology is Not a Silver Bullet
  31. Technology is Usually Not a Silver Bullet
  32. <script src=“//tracking.local/bundle/beacon”></script>
  33. Federated Experience Manager Real-world Examples
  34. Utility Company Example
  35. Analytics Tracking on Non-Sitecore Site
  36. Analytics Tracking on Non-Sitecore Site
  37. Personalization of Content on Sitecore Site
  38. Personalization of Content on Non-Sitecore Site
  39. A/B Testing of Content on Non-Sitecore Site
  40. Server-Side Integration: Non-Personalized Content
  41. Client-Side Integration: Analytics & Personalization
  42. Welcome screen
  43. Federated Experience Manager
  44. Federated Experience Manager
  45. Federated Experience Manager
  46. Federated Experience Manager
  47. Federated Experience Manager
  48. Federated Experience Manager
  49. Federated Experience Manager
  50. Federated Experience Manager
  51. Regional Bank Example
  52. Analytics Tracking on Non-Sitecore Site
  53. Personalization of Content on Sitecore Site
  54. Clear Roadmap for Incremental Improvements
  55. Ski Resort Example
  56. Analytics Tracking in Mobile App
  57. Personalization of Content in Mobile App
  58. Personalization of Content on Sitecore Site