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Take control of big data
06.00pm   Registration & drinks

06.30pm   Chair’s welcome & state of the state – Big data
          Charles Ping, director, Communisis

06.35pm   The challenges Honda have faced and how they are overcoming them
          Rachel Hall, CRM & database manager, Honda

06.50pm   Taming big data – a practical perspective
          Karl-Magnus Wadsack, strategic consultant, Equifax

07.05pm   Leveraging data in a white water environment – vision to reality
          Tony Lewis, head of member marketing, The Caravan Club

07.20pm   Panel Discussion
          Charles Ping, director, Communisis
          Rachel hall, CRM & database manager, Honda
          Karl-Magnus Wadsack, strategic consultant, Equifax
          Tony Lewis, head of member marketing, The Caravan Club

07.40pm   Drinks & Canapés

08.30pm   End


    #dmabigdata
Welcome & state of the state – Big data
Charles Ping, director, Communisis




 #dmabigdata
The challenges Honda have faced
and how they are overcoming them
Rachel Hall, CRM & database manager, Honda



  #dmabigdata
AN UNUSUAL CHALLENGE
My Beautiful Database
FIT FOR PURPOSE?
What purpose?
 Standardisation Lead generation                                      Marine
                                                      Customer communications
  • Who isCustomer relationship management quality Used car
           our customer?
     Increased market share
Service plans
                            Fulfilment
                              Energy
                                         Data
       Cross-sell
                    Retention                     Dealer area of influence
    Network development                                                        Targeting
                                     Customer lifetime value
ATV            Customer touchpoint
         Up-sell                                     Personalisation        Data capture
                               Valuation tool
  • How do we get more?
  Data cleansing
                           Purchase     Prospecting
                  Digital user experience       Churn
                                                         User experience Segmentation
                                                                      Integration
      Retail                                     Active engagement
Residual values    Contact Acquisition
                               centre                  Leads               Requalification
           Pan-divisional      Roadside assistance
                                                              Fixed price servicing
          Operational data store       Dealer network Motorcycles
  • How do we keep the ones we’ve
Clustering
         Corporate      Lead management
                                     Data warehouse   Live chat
                                                                    Data protection
                                                             Dealer marketing centre
 Customer lifecycleIncreased parc penetration
    got?                                                    Data cleansing
         Prospect relationshipLawn and gardenSystem integration
  Social media
                               management
                    Digital Customer journey              Dealer Management System
        Above the line
Extended guarantee Campaign response                                  Campaign extract
REVIEW WHAT YOU’VE GOT
Big data v Relevant data
Systems, suppliers and staff
HAVE A PLAN
Know where you’re going
Understand




Execute
Taming Big Data- a practical
perspective
Karl-Magnus Wadsack, strategic consultant, Equifax




  #dmabigdata
Taming ‘Big Data’
                                         A practical perspective
                                              Karl-Magnus Wadsack
                                                Strategic Consultant




© Equifax Confidential and Proprietary
© Equifax Confidential and Proprietary
Increased customer touchpoints/channels
 = fragmented information/systems

                Contact information                                                 Telemarketing

                   –      Mobile / landline numbers
                   –      Email addresses
                   –      Mailing address                       In-store                                       Online

                   –      Marketing permissions


                Customer 360° view
                                                                           Mobile               Transactions
                   –      Personal data
                   –      Lifestage
                   –      Household Composition / demographic information
                   –      Contact history and response information
                   –      Transactional information (RFM)
                   –      Social Media
© Equifax Confidential and Proprietary
What does Single Customer View do?

             Single Customer View (SCV) provides an organisation with the
             ability to view every aspect of their relationship with a
             customer.

             With multiple stores/brands, call centres, campaigns, and
             delivery channels to coordinate, organisations can benefit
             tremendously from the single customer view.

             With customer loyalty under pressure from savvy customers
             shopping around for the best deals a 360° view is more
             important than ever.



© Equifax Confidential and Proprietary
Standard SCV - Retail organisation

        High street store                                On-line store             Promotional
                                                                                    database




                         Rachael Green, 1 High Street,             Sue Jones, 4 Main Street
                         01/01/1980
                         R. Green, 1 High Street, 01/01/1980       S. Jones, 4 Main Street, 02/02/1970

                         R. S. Green, 1 High Street                R. Smith, 6 Grove Road, 01/01/1980



© Equifax Confidential and Proprietary
Kerry – a life story




© Equifax Confidential and Proprietary
Evidence-based SCV - Banking group

        Savings account                                Current account                 Credit card




                         K McFadden, 12 River Close, 06/09/1980     Kerry Katona, 37 High Rd, 06/09/1980
                                                                            Changed Name 17/06/2009

                          Kerry Katona, 37 High Rd, 06/09/1980      Kerry McFadden, 37 High Rd, 06/09/1980
                                                                        Moved to 12 River CIose 23/11/2009
                         Kerry McFadden, 37 High Rd, 06/09/1980
                                                                  No other K Katona or K McFadden
                                                                     recorded at 12 River Close
© Equifax Confidential and Proprietary
Match conflict

                 Condition of Conflict used to confirm links and to ensure false
                 positive rate is minimised



                                           K Katona



                                                         No other
                                                        K Katona at
                                                         address
                                         Kerry Katona




© Equifax Confidential and Proprietary
The Complete Picture


                         Current and future                                 Multi-channel
                               value             Up-sell and cross-sell      marketing
                           •Transactional data   • Geo-demographic and          • Email
                       (recency, frequency,        socio-economic data       • Mobile/SMS
                      monetary value, returns,       • Attitudinal and       • Permissions
                            bad debt)              motivational models    • Channel preference




© Equifax Confidential and Proprietary
What business needs does SCV fulfil?



                                                       Improved                Improved
                         Informed marketing        cross-selling and           customer
                                                      up-selling              experience



                                         Wider business            Higher
                                          efficiencies –          return on
                                         business case            marketing
                                             support             investment




© Equifax Confidential and Proprietary
Informed marketing


             Dynamic and accurate view of existing
             customer relationships

             More accurate customer targeting and
             profiling

             Cross pollination of contact information
             and marketing permissions from all
             existing relationships




© Equifax Confidential and Proprietary
Improved cross-selling and up-selling
              Complete view of the transactional history of an
              individual or household
              – Intelligent customer offers
              – True one-to-one marketing offers based
                upon each customer’s unique spending
                activities
              – Maximise customer value
              – Deliver customer satisfaction
              – Improve brand loyalty



© Equifax Confidential and Proprietary
Improved customer experience
              Complete view of existing customer relationship

              Better understand client requirements

              Better focussed communications

              Build closer relationships

              Don’t offer products they already have
              or don’t want

              Fewer customer touch-points




© Equifax Confidential and Proprietary
Questions?




                                         Karl-Magnus Wadsack
                                                Tel: 0845 603 6772
                                          Email: SCVSolutions@equifax.com




© Equifax Confidential and Proprietary
Leveraging data in a white water
environment – vision to reality
Tony Lewis, head of member marketing, The Caravan Club



  #dmabigdata
Big Data – Vision to reality


              Tony Lewis
              Head of Member Marketing
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
Who we are


             Hotel chain         Insurance Provider


             Sites Network       Insurance Services




                             MEMBERS



             Travel Agent        Membership Org


             Overseas Holidays   Membership
Volumes and Complexity


                           26 million nights
          1000 staff across the network
Facilitating 60000 members to go abroad
                                                             4) Integrated Planning

                   260,000 policy holders  3) Generating ideas and asking ourselves “why not?”


                    500,000 calls per year
                      2) Training sessions to help us think and behave like
                         adopters and understand ourselves and each other

 1) The re-organisation and recruitment of the team
                        1 million members
         50000 actively social members
... Where we were




   WE WERE STRUCTURED IN A TRADITIONAL PRODUCT
                                   CENTRIC WAY

 WE WERE DATA INFANTS – DID NOT SEE THE VALUE OF
                                            DATA

DATA USED FOR CAMPAIGN PURPOSES WAS FEW AND
  FAR BETWEEN

  ACTIVE / INACTIVE MEMBERS, HAD NO APPRECIATION
                               FOR WHO ARE THEY

USED TO NOT KNOW WHICH MEMBERS DRIVES
  REVENUE AND PROFIT
Surprise surprise



                        HAD DISPARATE DATA SETS

HAD MANY GOES AT CREATING A SINGLE CUSTOMER
  VIEW

      RAMP UP ON CAMPAIGNS USED TO BE LONG AND
                                      DIFFICULT

ABILITY TO TAILOR COMMUNICATIONS, BE DYNAMIC
   AND RELEVANT WAS OFF IN THE CLOUDS ABOVE A
   RAINBOW... SOMEWHERE...

RELIED HEAVILY ON ANECDOTAL, FEEL, HEARSAY TO
  MAKE BUSINESS DECISIONS
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
The Brand




  Putting Members at the heart of
        everything that we do
     Creates          Fulfils
     Expectation   expectation


    Gives reason    Reason to
     to choose     choose again
White-water Environment
The Vision


 Leverage data to
  drive Member      Leverage data to
 Engagement in a    drive marketing
   White Water        efficiencies
   environment
Benefits Realisation
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
Where are we right now


WE NOW HAVE THE ELUSIVE SINGLE VIEW OF THE
MEMBER

UTILISED THE SINGLE MEMBER VIEW TO INFORM SITE
                       DEVELOPMENT STRATEGY
    Payback
     WE HAVE A 1ST YEAR MEMBER PROGRAMME TO
    due in 6       INCREASE MEMBER RETENTION
    months!
DEVELOPED KEY MARKETING AUTOMATED
CAMPAIGNS WHICH SAVED HALF A PERSON

                 REDUCED MARKETING SPEND BY 40%

 ALREADY ACHIEVED 25% PAYBACK AGAINST THE
INVESTMENT
How did we get here


         Created a new data driven team
                     Developed our people
                        Reviewed processes
                                                               4) Integrated Planning

        Renegotiated marketing services      3) Generating ideas and asking ourselves “why not?”


                               Developed SCV
                        2) Training sessions to help us think and behave like
                           adopters and understand ourselves and each other



The difference that will make the difference
   1) The re-organisation and recruitment of the team




                      Monitor your benefits
Examples


Used single view to understand how members are
                  using each site




Utilised Mapping tool to understand drive time
                    profiles
        Develop a booking profile of visitors
Examples




                          Triggered communication
Dynamic data to improve
  Member Experience



                           Dynamic images
Examples
Examples – 1st year programme
Examples – 1st year programme
Examples – 1st year programme




                         Dynamic
                         Content
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
The Future
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
AGENDA
PAINT YOU A PICTURE
THE CHALLENGE
HOW WE GOT TO WHERE WE ARE
TODAY
THE FUTURE
PRACTICAL TIPS
Are you sitting comfortably?
… And there’s a twist!
Thank You


    Tony Lewis
    Head of Member Marketing
    Tony.lewis@caravanclub.co.uk
Panel discussion
Charles Ping, director, communisis
Rachel Hall, CRM & database manager, Honda
Karl-Magnus Wadsack, strategic consultant, Equifax
Tony Lewis, head of member marketing, The Caravan Club


  #dmabigdata
Thank you for attending

Please join us for drinks & canapés
in the Picture Room

 #dmabigdata

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Take control of big data equifax - updated

  • 1. Take control of big data 06.00pm Registration & drinks 06.30pm Chair’s welcome & state of the state – Big data Charles Ping, director, Communisis 06.35pm The challenges Honda have faced and how they are overcoming them Rachel Hall, CRM & database manager, Honda 06.50pm Taming big data – a practical perspective Karl-Magnus Wadsack, strategic consultant, Equifax 07.05pm Leveraging data in a white water environment – vision to reality Tony Lewis, head of member marketing, The Caravan Club 07.20pm Panel Discussion Charles Ping, director, Communisis Rachel hall, CRM & database manager, Honda Karl-Magnus Wadsack, strategic consultant, Equifax Tony Lewis, head of member marketing, The Caravan Club 07.40pm Drinks & Canapés 08.30pm End #dmabigdata
  • 2. Welcome & state of the state – Big data Charles Ping, director, Communisis #dmabigdata
  • 3. The challenges Honda have faced and how they are overcoming them Rachel Hall, CRM & database manager, Honda #dmabigdata
  • 6.
  • 8. What purpose? Standardisation Lead generation Marine Customer communications • Who isCustomer relationship management quality Used car our customer? Increased market share Service plans Fulfilment Energy Data Cross-sell Retention Dealer area of influence Network development Targeting Customer lifetime value ATV Customer touchpoint Up-sell Personalisation Data capture Valuation tool • How do we get more? Data cleansing Purchase Prospecting Digital user experience Churn User experience Segmentation Integration Retail Active engagement Residual values Contact Acquisition centre Leads Requalification Pan-divisional Roadside assistance Fixed price servicing Operational data store Dealer network Motorcycles • How do we keep the ones we’ve Clustering Corporate Lead management Data warehouse Live chat Data protection Dealer marketing centre Customer lifecycleIncreased parc penetration got? Data cleansing Prospect relationshipLawn and gardenSystem integration Social media management Digital Customer journey Dealer Management System Above the line Extended guarantee Campaign response Campaign extract
  • 10. Big data v Relevant data
  • 13. Know where you’re going Understand Execute
  • 14. Taming Big Data- a practical perspective Karl-Magnus Wadsack, strategic consultant, Equifax #dmabigdata
  • 15. Taming ‘Big Data’ A practical perspective Karl-Magnus Wadsack Strategic Consultant © Equifax Confidential and Proprietary
  • 16. © Equifax Confidential and Proprietary
  • 17. Increased customer touchpoints/channels = fragmented information/systems Contact information Telemarketing – Mobile / landline numbers – Email addresses – Mailing address In-store Online – Marketing permissions Customer 360° view Mobile Transactions – Personal data – Lifestage – Household Composition / demographic information – Contact history and response information – Transactional information (RFM) – Social Media © Equifax Confidential and Proprietary
  • 18. What does Single Customer View do? Single Customer View (SCV) provides an organisation with the ability to view every aspect of their relationship with a customer. With multiple stores/brands, call centres, campaigns, and delivery channels to coordinate, organisations can benefit tremendously from the single customer view. With customer loyalty under pressure from savvy customers shopping around for the best deals a 360° view is more important than ever. © Equifax Confidential and Proprietary
  • 19. Standard SCV - Retail organisation High street store On-line store Promotional database Rachael Green, 1 High Street, Sue Jones, 4 Main Street 01/01/1980 R. Green, 1 High Street, 01/01/1980 S. Jones, 4 Main Street, 02/02/1970 R. S. Green, 1 High Street R. Smith, 6 Grove Road, 01/01/1980 © Equifax Confidential and Proprietary
  • 20. Kerry – a life story © Equifax Confidential and Proprietary
  • 21. Evidence-based SCV - Banking group Savings account Current account Credit card K McFadden, 12 River Close, 06/09/1980 Kerry Katona, 37 High Rd, 06/09/1980 Changed Name 17/06/2009 Kerry Katona, 37 High Rd, 06/09/1980 Kerry McFadden, 37 High Rd, 06/09/1980 Moved to 12 River CIose 23/11/2009 Kerry McFadden, 37 High Rd, 06/09/1980 No other K Katona or K McFadden recorded at 12 River Close © Equifax Confidential and Proprietary
  • 22. Match conflict Condition of Conflict used to confirm links and to ensure false positive rate is minimised K Katona No other K Katona at address Kerry Katona © Equifax Confidential and Proprietary
  • 23. The Complete Picture Current and future Multi-channel value Up-sell and cross-sell marketing •Transactional data • Geo-demographic and • Email (recency, frequency, socio-economic data • Mobile/SMS monetary value, returns, • Attitudinal and • Permissions bad debt) motivational models • Channel preference © Equifax Confidential and Proprietary
  • 24. What business needs does SCV fulfil? Improved Improved Informed marketing cross-selling and customer up-selling experience Wider business Higher efficiencies – return on business case marketing support investment © Equifax Confidential and Proprietary
  • 25. Informed marketing Dynamic and accurate view of existing customer relationships More accurate customer targeting and profiling Cross pollination of contact information and marketing permissions from all existing relationships © Equifax Confidential and Proprietary
  • 26. Improved cross-selling and up-selling Complete view of the transactional history of an individual or household – Intelligent customer offers – True one-to-one marketing offers based upon each customer’s unique spending activities – Maximise customer value – Deliver customer satisfaction – Improve brand loyalty © Equifax Confidential and Proprietary
  • 27. Improved customer experience Complete view of existing customer relationship Better understand client requirements Better focussed communications Build closer relationships Don’t offer products they already have or don’t want Fewer customer touch-points © Equifax Confidential and Proprietary
  • 28. Questions? Karl-Magnus Wadsack Tel: 0845 603 6772 Email: SCVSolutions@equifax.com © Equifax Confidential and Proprietary
  • 29. Leveraging data in a white water environment – vision to reality Tony Lewis, head of member marketing, The Caravan Club #dmabigdata
  • 30. Big Data – Vision to reality Tony Lewis Head of Member Marketing
  • 31. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 32. Who we are Hotel chain Insurance Provider Sites Network Insurance Services MEMBERS Travel Agent Membership Org Overseas Holidays Membership
  • 33. Volumes and Complexity 26 million nights 1000 staff across the network Facilitating 60000 members to go abroad 4) Integrated Planning 260,000 policy holders 3) Generating ideas and asking ourselves “why not?” 500,000 calls per year 2) Training sessions to help us think and behave like adopters and understand ourselves and each other 1) The re-organisation and recruitment of the team 1 million members 50000 actively social members
  • 34. ... Where we were WE WERE STRUCTURED IN A TRADITIONAL PRODUCT CENTRIC WAY WE WERE DATA INFANTS – DID NOT SEE THE VALUE OF DATA DATA USED FOR CAMPAIGN PURPOSES WAS FEW AND FAR BETWEEN ACTIVE / INACTIVE MEMBERS, HAD NO APPRECIATION FOR WHO ARE THEY USED TO NOT KNOW WHICH MEMBERS DRIVES REVENUE AND PROFIT
  • 35. Surprise surprise HAD DISPARATE DATA SETS HAD MANY GOES AT CREATING A SINGLE CUSTOMER VIEW RAMP UP ON CAMPAIGNS USED TO BE LONG AND DIFFICULT ABILITY TO TAILOR COMMUNICATIONS, BE DYNAMIC AND RELEVANT WAS OFF IN THE CLOUDS ABOVE A RAINBOW... SOMEWHERE... RELIED HEAVILY ON ANECDOTAL, FEEL, HEARSAY TO MAKE BUSINESS DECISIONS
  • 36. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 37. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 38. The Brand Putting Members at the heart of everything that we do Creates Fulfils Expectation expectation Gives reason Reason to to choose choose again
  • 40. The Vision Leverage data to drive Member Leverage data to Engagement in a drive marketing White Water efficiencies environment
  • 42. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 43. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 44. Where are we right now WE NOW HAVE THE ELUSIVE SINGLE VIEW OF THE MEMBER UTILISED THE SINGLE MEMBER VIEW TO INFORM SITE DEVELOPMENT STRATEGY Payback WE HAVE A 1ST YEAR MEMBER PROGRAMME TO due in 6 INCREASE MEMBER RETENTION months! DEVELOPED KEY MARKETING AUTOMATED CAMPAIGNS WHICH SAVED HALF A PERSON REDUCED MARKETING SPEND BY 40% ALREADY ACHIEVED 25% PAYBACK AGAINST THE INVESTMENT
  • 45. How did we get here Created a new data driven team Developed our people Reviewed processes 4) Integrated Planning Renegotiated marketing services 3) Generating ideas and asking ourselves “why not?” Developed SCV 2) Training sessions to help us think and behave like adopters and understand ourselves and each other The difference that will make the difference 1) The re-organisation and recruitment of the team Monitor your benefits
  • 46. Examples Used single view to understand how members are using each site Utilised Mapping tool to understand drive time profiles Develop a booking profile of visitors
  • 47. Examples Triggered communication Dynamic data to improve Member Experience Dynamic images
  • 49. Examples – 1st year programme
  • 50. Examples – 1st year programme
  • 51. Examples – 1st year programme Dynamic Content
  • 52. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 53. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 55. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 56. AGENDA PAINT YOU A PICTURE THE CHALLENGE HOW WE GOT TO WHERE WE ARE TODAY THE FUTURE PRACTICAL TIPS
  • 57. Are you sitting comfortably?
  • 58. … And there’s a twist!
  • 59.
  • 60. Thank You Tony Lewis Head of Member Marketing Tony.lewis@caravanclub.co.uk
  • 61. Panel discussion Charles Ping, director, communisis Rachel Hall, CRM & database manager, Honda Karl-Magnus Wadsack, strategic consultant, Equifax Tony Lewis, head of member marketing, The Caravan Club #dmabigdata
  • 62. Thank you for attending Please join us for drinks & canapés in the Picture Room #dmabigdata