Marketers have more data available than ever but struggle to pull in together in a usable format. Customer Data Platforms promise to solve this problem by offering easy-to-deploy systems specializing in data unification and sharing. But can CDP really deliver on its promise? This workshop will equip you to understand the definition of a CDP, how CDPs differ from other systems, which features are shared by all CDPs and which are found in only some, the most important CDP use cases, how to select the right CDP, how to manage a successful deployment and where to look next for more information.
Wish you could leverage all your customer data to increase the efficiency and effectiveness of your marketing campaigns? With the emergence of Customer Data Platforms (CDP) and the compliance requirements of GDPR, companies should be seizing the opportunity to access real-time, unsiloed customer data to drive better engagements and stronger conversions. This presentation will cover how a CDP solves for marketing data pains and see how Mapp Digital customers take advantage of CDP in a post-GDPR era.
An overview of Customer Data Platforms (CDP) with the industry leader who coined the term, David Raab. Find out how to use Live Customer Data to create a better customer experience and how Live Data Management can give you a competitive edge with a 360 degree view of your clients.
Learn:
- The definition and requirements for Customer Data Platforms
- The differences between Customer Data Platforms and comparative technologies such as Data Warehousing and Marketing Automation
- Reference architectures/approaches to building CDP
- How Treasure Data is used to build Customer Data Platforms
And here's the song: https://youtu.be/RalMozVq55A
Transform your marketing and sales capabilities with Big Data and A.I
1) Why is Customer Data Platform (CDP) ?
Case study: Enhancing the revenue of your restaurant with CDP and mobile app marketing
Question: Why can CDP disrupt business model for restaurant industry (B2C) ?
2) How would CDP work in practice ?
Introducing USPA.tech as logical framework for implementing CDP in practice
How Can a Customer Data Platform Enhance Your Account-Based Marketing Strategy (B2B) ?
3) How can we implement CDP for business?
Introducing the CDP as customer-first marketing platform for all industries (my key idea in this slide)
Accelerate Revenue with a Customer Data PlatformLattice Engines
This webinar covers two things:
1. Steve Casey of Forrester Research walks through what a CDP is and key use-cases
2. Steve Scotkin, Senior Director of Marketing Technology at Thomson Reuters gives an inside look at how a Customer Data Platform is enabling Thomson Reuters transform into a customer-centric company.
I gave a talk at North California Business Marketing Association on Customer Data Platform with examples ranging from Uber Grayballing to Zoom's customer retention email and "dogs or muffins".
Why Do Banks Need A Customer Data Platform?Lemnisk
Banks traditionally have been known to amass customer information across both online and offline data channels. However, a lot of this data resides in silos and marketers have been unable to leverage this data to run targeted marketing campaigns. Here are the top four reasons why a Customer Data Platform would be best suited for Banks.
What is (and who needs) a customer data platform?Angela Sun
If you’ve recently heard a lot of talk about a Customer Data Platform (CDP) and how it can help companies better understand and act on data, you’re not alone. But what really is a CDP? Why does it exist, who is it for and how might you use it? Here’s what you need to know.
Wish you could leverage all your customer data to increase the efficiency and effectiveness of your marketing campaigns? With the emergence of Customer Data Platforms (CDP) and the compliance requirements of GDPR, companies should be seizing the opportunity to access real-time, unsiloed customer data to drive better engagements and stronger conversions. This presentation will cover how a CDP solves for marketing data pains and see how Mapp Digital customers take advantage of CDP in a post-GDPR era.
An overview of Customer Data Platforms (CDP) with the industry leader who coined the term, David Raab. Find out how to use Live Customer Data to create a better customer experience and how Live Data Management can give you a competitive edge with a 360 degree view of your clients.
Learn:
- The definition and requirements for Customer Data Platforms
- The differences between Customer Data Platforms and comparative technologies such as Data Warehousing and Marketing Automation
- Reference architectures/approaches to building CDP
- How Treasure Data is used to build Customer Data Platforms
And here's the song: https://youtu.be/RalMozVq55A
Transform your marketing and sales capabilities with Big Data and A.I
1) Why is Customer Data Platform (CDP) ?
Case study: Enhancing the revenue of your restaurant with CDP and mobile app marketing
Question: Why can CDP disrupt business model for restaurant industry (B2C) ?
2) How would CDP work in practice ?
Introducing USPA.tech as logical framework for implementing CDP in practice
How Can a Customer Data Platform Enhance Your Account-Based Marketing Strategy (B2B) ?
3) How can we implement CDP for business?
Introducing the CDP as customer-first marketing platform for all industries (my key idea in this slide)
Accelerate Revenue with a Customer Data PlatformLattice Engines
This webinar covers two things:
1. Steve Casey of Forrester Research walks through what a CDP is and key use-cases
2. Steve Scotkin, Senior Director of Marketing Technology at Thomson Reuters gives an inside look at how a Customer Data Platform is enabling Thomson Reuters transform into a customer-centric company.
I gave a talk at North California Business Marketing Association on Customer Data Platform with examples ranging from Uber Grayballing to Zoom's customer retention email and "dogs or muffins".
Why Do Banks Need A Customer Data Platform?Lemnisk
Banks traditionally have been known to amass customer information across both online and offline data channels. However, a lot of this data resides in silos and marketers have been unable to leverage this data to run targeted marketing campaigns. Here are the top four reasons why a Customer Data Platform would be best suited for Banks.
What is (and who needs) a customer data platform?Angela Sun
If you’ve recently heard a lot of talk about a Customer Data Platform (CDP) and how it can help companies better understand and act on data, you’re not alone. But what really is a CDP? Why does it exist, who is it for and how might you use it? Here’s what you need to know.
The DMP 101 - Data Management Platforms ExplainedEddy Widerker
Learn more about what a DMP is, how it works, and why it is crucial in today's ad-tech space. Examples on how a DMP could benefit a brand or a publisher are included at the end.
CDP - 101 Everything you need to know about Customer Data PlatformsEddy Widerker
There has been a lot of buzz around Customer Data Platforms (CDP) in the past months/years. This presentation gives you a great overview of what a CDP is, the similarities across different systems such as a DMP or CRM. As well as valuable questions that help you determine if your organization needs a Customer Data Platform.
At the same time, if you find yourself being a bit overwhelmed with all of the 1st 2nd or 3rd party data targeting options from, I'd highly recommend using a service like ClearSegment to understand various data providers - it's data collection methodologies as well as their individual segments. https://clearsegment.com/
Using CDPs to get the most value from your customer data.
Learn how a Customer Data Platform works, what it makes possible, how to find the right CDP, and how to deploy successfully.
In this webinar we'll:
- Learn steps in building a strong customer data foundation
- Understand the benefits of using a Customer Data Platform
- Define key use cases supported by a CDP
- Know how to find the right CDP for your business
- Prepare for a successful CDP deployment
Helping brands to foster deeper customer relationships mParticle
A brief introduction to the mParticle Customer Data Platform. In 5 mins learn how mParticle's API-powered consumer data platform is used by customer-centric organizations to fuel amazing Customer Experiences and improve Customer Lifetime Value.
Alex Kesaris
akesaris@mparticle.com
+447400999957
A VERY high level intro on the most common segmentation strategies that are used across many marketers as well as a audience testing framework for beginners.
The audience testing sheet that is included as a bonus, is a great tool for anybody that manages a Data management platform or does any audience testing across various media channels.
At the same time, if you find yourself being a bit overwhelmed with all of the 1st 2nd or 3rd party data targeting options from, I'd highly recommend using a service like ClearSegment to understand various data providers - it's data collection methodologies as well as their individual segments. https://clearsegment.com/
As the strategic importance of data has increased, new approaches to customer analytics have emerged as well. As customer interactions with companies grow and diversify, the need to integrate data faster and deliver real-time insights is critical. This presentation explores the underlying trends driving companies to become more data-driven and invest in customer analytics. And, it outlines three types of approaches to capturing, managing, analyzing, and activating customer knowledge and insights.
Developing a customer data platform to provide omnichannel customer visibility for a retailer serving +100M households.
The Global Customer Insight team for one of the world's largest retailers, serving over 100M households, wanted to create a unified customer data platform to provide complete visibility across their customer's omnichannel touchpoints. Historically, the retailer had less than 50% visibility to their customer's omnichannel engagement. As a result, their analysis and data
scientists relied on data from multiple sources and legacy technology platforms to generate customer insights for stakeholders, resulting in reduced productivity, multi-day run-times, and incomplete insights
Learn more: https://www.tredence.com/services/customer-analytics
ANTS Programmatic Omnichannel 2017 - Part 1
“All about connected & small data:
• BigData & Connected Data
• Audience & Customer Profile
• Digital Components
• Optimization & Insights
• Digital Experience
• Digital APIs
• Open Platform
… to Data-driven Experiences!”
- Dr. Dinh Le Dat, http://AntsProgrammatic.com
DIGITAL TRANSFORMATION
1. Programmatic ad (#adtech)
2. Demand-side PLATFORM (#DSP)
3. Data management platform (#DMP)
4. Customer data platform (#CDP)
5. Marketing technology (#martech)
6. Customer LIFECYCLE
7. Customer moment
8. Omnichannel
9. Digital TRANSFORMATION
10. CUSTOMER EXPERIENCE
11. DIGITAL MATURITY
12. DIGITAL BUSINESS
13. Big Data
14. ARTIFICIAL INTELLIGENCE (#AI)
ANTS PROGRAMMATIC OMNICHANNEL
1. Big Data & Connected Data
2. Audience & 360 Customer Profile
3. DIGITAL COMPONENTS
4. OPTIMIZATION & INSIGHTS
5. DIGITAL EXPERIENCE
6. DIGITAL API
7. OPEN PLATFORM
ANTS Study Cases: Omnichannel & Automation Digital marketing-Sales
1. Big Data & Connected Data
2. Audience & 360 Customer Profile
3. Data-Driven Performance Marketing
4. Automation Marketing
5. ChatBot & Assistance
6. Ecommerce Recommendation
7. Omnichannel Contact Center & CS
-----
ANTS Programmatic Omnichannel 2017 - Part 2 (coming soon)
Customer Event Hub - the modern Customer 360° viewGuido Schmutz
Today, companies are using various channels to communicate with their customers. As a consequence, a lot of data is created, more and more also outside of the traditional IT infrastructure of an enterprise. This data often does not have a common format and they are continuously created with ever increasing volume. With Internet of Things (IoT) and their sensors, the volume as well as the velocity of data just gets more extreme.
To achieve a complete and consistent view of a customer, all these customer-related information has to be included in a 360 degree view in a real-time or near-real-time fashion. By that, the Customer Hub will become the Customer Event Hub. It constantly shows the actual view of a customer over all his interaction channels and provides an enterprise the basis for a substantial and effective customer relation.
In this presentation the value of such a platform is shown and how it can be implemented.
Omnichannel Customer Experience. Companies such as Amazon, Facebook, Google, Apple already know that the future of user experience is automated interface creation depending on customer needs.
The Connected Consumer – Real-time Customer 360Capgemini
With Business Data Lake technologies based on EMC’s Big Data portfolio it becomes possible to move away from channel specific analytics towards a 360 customer view.
This presentation will show how technologies like Spark, Hadoop, and Kafka help companies gain a real-time view of everything their customers do and make changes to customer touch points whether mobile, web, in-store, direct marketing or existing transactional systems.
Presented by Steve Jones, Vice President, Insights & Data, Capgemini at EMC World 2016
http://www.capgemini.com/emc
Omnichannel is at the heart of today's Retail Transformation. However, most retail CIOs still struggle to redesign their technology frameworks to serve today's multichannel connected customer and support a growing number of new ways to shop. Lack of an omnichannel strategy, rigid legacy systems not allowing to leverage the benefits of cloud and mobile technologies, non-single view of customers across channels or lack of inventory visibility across enterprise to support distributed order management capacity are only some of the key challenges retail CIOs are facing.
This webinar will be conducted by Ismael Ciordia, Chief Technology Officer at Openbravo, Salil Godika, Chief Strategy & Marketing Officer and Industry Group Head at Happiest Minds and introduced by Xavier Places, Product Marketing Director at Openbravo.
What Will You Learn?
- Key considerations when designing and rolling out new architecture that delivers omnichannel services.
- Which technologies to evaluate, including PIM, OMS, Cloud, m-POS or Big Data.
- How some leading customers in the Specialty Retail subsector are progressing on their omnichannel path with the help of Openbravo.
- A summary of the main conclusions of the Happiest Minds' report "The State of Omnichannel Retail in the US 2015" .
Driving Growth With Omnichannel Marketing MoEngage Inc.
Today’s consumers live in a hyper-connected world. They switch between mobiles, desktops, using multiple channels and platforms. This presentation covers the strategies and best practices to implement omni-channel user engagement to drive growth for your company in 2019.
Behind the Buzzword: Understanding Customer Data Platforms in the Light of Pr...Rising Media Ltd.
Customer Data Platform (CDP) systems are the newest answer to an old question: how to assemble a complete view of each customer. This session explores the reality of what CDPs can and cannot do, how CDPs differ from other systems, the types of CDP systems available, and how to find the right CDP for your purpose, especially with regard to data science projects and predictive modeling. You will come away with a clear understanding of where CDP fits into the larger data management landscape, what distinguishes CDP from older approaches to customer data management, and the state of the CDP industry in Europe.
ChatGPT and not only: how can you use the power of Generative AI at scaleMaxim Salnikov
Join this session to get all the answers about how ChatGPT and other LLM models can be applied to your current or future project. We'll start by putting in order all the terms - OpenAI, GPT-3, ChatGPT, Codex, Dall-E, etc. - and explain why Microsoft and Azure are often mentioned in this context. Then, we'll go through the main capabilities of the Azure OpenAI and respective usecases that might inspire you to either optimize your product or build a completely new one.
The DMP 101 - Data Management Platforms ExplainedEddy Widerker
Learn more about what a DMP is, how it works, and why it is crucial in today's ad-tech space. Examples on how a DMP could benefit a brand or a publisher are included at the end.
CDP - 101 Everything you need to know about Customer Data PlatformsEddy Widerker
There has been a lot of buzz around Customer Data Platforms (CDP) in the past months/years. This presentation gives you a great overview of what a CDP is, the similarities across different systems such as a DMP or CRM. As well as valuable questions that help you determine if your organization needs a Customer Data Platform.
At the same time, if you find yourself being a bit overwhelmed with all of the 1st 2nd or 3rd party data targeting options from, I'd highly recommend using a service like ClearSegment to understand various data providers - it's data collection methodologies as well as their individual segments. https://clearsegment.com/
Using CDPs to get the most value from your customer data.
Learn how a Customer Data Platform works, what it makes possible, how to find the right CDP, and how to deploy successfully.
In this webinar we'll:
- Learn steps in building a strong customer data foundation
- Understand the benefits of using a Customer Data Platform
- Define key use cases supported by a CDP
- Know how to find the right CDP for your business
- Prepare for a successful CDP deployment
Helping brands to foster deeper customer relationships mParticle
A brief introduction to the mParticle Customer Data Platform. In 5 mins learn how mParticle's API-powered consumer data platform is used by customer-centric organizations to fuel amazing Customer Experiences and improve Customer Lifetime Value.
Alex Kesaris
akesaris@mparticle.com
+447400999957
A VERY high level intro on the most common segmentation strategies that are used across many marketers as well as a audience testing framework for beginners.
The audience testing sheet that is included as a bonus, is a great tool for anybody that manages a Data management platform or does any audience testing across various media channels.
At the same time, if you find yourself being a bit overwhelmed with all of the 1st 2nd or 3rd party data targeting options from, I'd highly recommend using a service like ClearSegment to understand various data providers - it's data collection methodologies as well as their individual segments. https://clearsegment.com/
As the strategic importance of data has increased, new approaches to customer analytics have emerged as well. As customer interactions with companies grow and diversify, the need to integrate data faster and deliver real-time insights is critical. This presentation explores the underlying trends driving companies to become more data-driven and invest in customer analytics. And, it outlines three types of approaches to capturing, managing, analyzing, and activating customer knowledge and insights.
Developing a customer data platform to provide omnichannel customer visibility for a retailer serving +100M households.
The Global Customer Insight team for one of the world's largest retailers, serving over 100M households, wanted to create a unified customer data platform to provide complete visibility across their customer's omnichannel touchpoints. Historically, the retailer had less than 50% visibility to their customer's omnichannel engagement. As a result, their analysis and data
scientists relied on data from multiple sources and legacy technology platforms to generate customer insights for stakeholders, resulting in reduced productivity, multi-day run-times, and incomplete insights
Learn more: https://www.tredence.com/services/customer-analytics
ANTS Programmatic Omnichannel 2017 - Part 1
“All about connected & small data:
• BigData & Connected Data
• Audience & Customer Profile
• Digital Components
• Optimization & Insights
• Digital Experience
• Digital APIs
• Open Platform
… to Data-driven Experiences!”
- Dr. Dinh Le Dat, http://AntsProgrammatic.com
DIGITAL TRANSFORMATION
1. Programmatic ad (#adtech)
2. Demand-side PLATFORM (#DSP)
3. Data management platform (#DMP)
4. Customer data platform (#CDP)
5. Marketing technology (#martech)
6. Customer LIFECYCLE
7. Customer moment
8. Omnichannel
9. Digital TRANSFORMATION
10. CUSTOMER EXPERIENCE
11. DIGITAL MATURITY
12. DIGITAL BUSINESS
13. Big Data
14. ARTIFICIAL INTELLIGENCE (#AI)
ANTS PROGRAMMATIC OMNICHANNEL
1. Big Data & Connected Data
2. Audience & 360 Customer Profile
3. DIGITAL COMPONENTS
4. OPTIMIZATION & INSIGHTS
5. DIGITAL EXPERIENCE
6. DIGITAL API
7. OPEN PLATFORM
ANTS Study Cases: Omnichannel & Automation Digital marketing-Sales
1. Big Data & Connected Data
2. Audience & 360 Customer Profile
3. Data-Driven Performance Marketing
4. Automation Marketing
5. ChatBot & Assistance
6. Ecommerce Recommendation
7. Omnichannel Contact Center & CS
-----
ANTS Programmatic Omnichannel 2017 - Part 2 (coming soon)
Customer Event Hub - the modern Customer 360° viewGuido Schmutz
Today, companies are using various channels to communicate with their customers. As a consequence, a lot of data is created, more and more also outside of the traditional IT infrastructure of an enterprise. This data often does not have a common format and they are continuously created with ever increasing volume. With Internet of Things (IoT) and their sensors, the volume as well as the velocity of data just gets more extreme.
To achieve a complete and consistent view of a customer, all these customer-related information has to be included in a 360 degree view in a real-time or near-real-time fashion. By that, the Customer Hub will become the Customer Event Hub. It constantly shows the actual view of a customer over all his interaction channels and provides an enterprise the basis for a substantial and effective customer relation.
In this presentation the value of such a platform is shown and how it can be implemented.
Omnichannel Customer Experience. Companies such as Amazon, Facebook, Google, Apple already know that the future of user experience is automated interface creation depending on customer needs.
The Connected Consumer – Real-time Customer 360Capgemini
With Business Data Lake technologies based on EMC’s Big Data portfolio it becomes possible to move away from channel specific analytics towards a 360 customer view.
This presentation will show how technologies like Spark, Hadoop, and Kafka help companies gain a real-time view of everything their customers do and make changes to customer touch points whether mobile, web, in-store, direct marketing or existing transactional systems.
Presented by Steve Jones, Vice President, Insights & Data, Capgemini at EMC World 2016
http://www.capgemini.com/emc
Omnichannel is at the heart of today's Retail Transformation. However, most retail CIOs still struggle to redesign their technology frameworks to serve today's multichannel connected customer and support a growing number of new ways to shop. Lack of an omnichannel strategy, rigid legacy systems not allowing to leverage the benefits of cloud and mobile technologies, non-single view of customers across channels or lack of inventory visibility across enterprise to support distributed order management capacity are only some of the key challenges retail CIOs are facing.
This webinar will be conducted by Ismael Ciordia, Chief Technology Officer at Openbravo, Salil Godika, Chief Strategy & Marketing Officer and Industry Group Head at Happiest Minds and introduced by Xavier Places, Product Marketing Director at Openbravo.
What Will You Learn?
- Key considerations when designing and rolling out new architecture that delivers omnichannel services.
- Which technologies to evaluate, including PIM, OMS, Cloud, m-POS or Big Data.
- How some leading customers in the Specialty Retail subsector are progressing on their omnichannel path with the help of Openbravo.
- A summary of the main conclusions of the Happiest Minds' report "The State of Omnichannel Retail in the US 2015" .
Driving Growth With Omnichannel Marketing MoEngage Inc.
Today’s consumers live in a hyper-connected world. They switch between mobiles, desktops, using multiple channels and platforms. This presentation covers the strategies and best practices to implement omni-channel user engagement to drive growth for your company in 2019.
Behind the Buzzword: Understanding Customer Data Platforms in the Light of Pr...Rising Media Ltd.
Customer Data Platform (CDP) systems are the newest answer to an old question: how to assemble a complete view of each customer. This session explores the reality of what CDPs can and cannot do, how CDPs differ from other systems, the types of CDP systems available, and how to find the right CDP for your purpose, especially with regard to data science projects and predictive modeling. You will come away with a clear understanding of where CDP fits into the larger data management landscape, what distinguishes CDP from older approaches to customer data management, and the state of the CDP industry in Europe.
ChatGPT and not only: how can you use the power of Generative AI at scaleMaxim Salnikov
Join this session to get all the answers about how ChatGPT and other LLM models can be applied to your current or future project. We'll start by putting in order all the terms - OpenAI, GPT-3, ChatGPT, Codex, Dall-E, etc. - and explain why Microsoft and Azure are often mentioned in this context. Then, we'll go through the main capabilities of the Azure OpenAI and respective usecases that might inspire you to either optimize your product or build a completely new one.
AWS Webcast - Sales Productivity Solutions with MicroStrategy and RedshiftAmazon Web Services
Sales Force Automation (SFA) and Customer Relationship Management (CRM) tools, such as Salesforce.com and Microsoft Dynamics CRM, are ubiquitous tools that provide all of the transactional capabilities required to manage a company's sales pipeline. SFA and CRM data alone, however, is limited and so combining it with information from other sources enables you to create unique and powerful insights. When combined with product and financial data, for example, get visibility into relationships between geographies, sales reps, product performance, and revenue to ultimately optimize profits. Layer on advanced analytic to make predictions about future product sales based on seasonality and other market conditions. To unleash the full power of the CRM and dramatically increase operational performance and top-line revenue, companies are leveraging advanced analytic and data visualization to deliver new insights to the entire sales organization. Moreover, delivering these sales enablement productivity solutions on mobile devices, ensures strong adoption across every sales team. Join us in this webinar to learn how to use MicroStrategy together with Amazon Redshift to build mobile sales productivity solutions for your business.
Freddie Mac & KPMG Case Study – Advanced Machine Learning Data Integration wi...DataWorks Summit
Freddie Mac and KPMG will share an innovative solution to accelerate data model (ERM) development and data integration on a highly-distributed, in-memory computing platform. The machine learning component (PySpark) of the framework executes against evolving semi-structured and structured data sets to learn and automate data mapping from various sources to a targeted schema. As a result, it significantly reduces the manual analysis, design and development effort, as well as establishes faster data integration across a variety of complex and high-volume datasets.
The solution will leverage various components of the Hadoop data platform. It will use Sqoop to import the data into the platform. PySpark will be leveraged in order to process the data. In addition, the application will also have a developed PySpark ML model that will run as a continuous job in Spark to process the ingested semi-structured data and intelligently map into the proper Hive tables. This will all be scheduled thru the use of Oozie.
Speakers
Kevin Martelli, KPMG, Managing Director
Balaji Wooputur, Freddie Mac, Risk Analyst Director
Customer Data Platforms offer hope to customer experience managers struggling with disconnected data. But many are still unsure what CDPs are, what they can do and, just as important, what they won’t do. With the latest research on CDP industry growth and trends and case studies, you’ll leave this session with a clear understanding of CDP strengths and weaknesses, situations where CDP is the right solution, how CDP relates to the rest of your marketing stack, requirements for successful CDP deployments, ways to find the best CDP for your business and the truth behind common CDPs myths.
There are patterns for things such as domain-driven design, enterprise architectures, continuous delivery, microservices, and many others.
But where are the data science and data engineering patterns?
Sometimes, data engineering reminds me of cowboy coding - many workarounds, immature technologies and lack of market best practices.
DataOps - Big Data and AI World London - March 2020 - Harvinder AtwalHarvinder Atwal
Title
DataOps, the secret weapon for delivering AI, data science, and business intelligence value at speed.
Synopsis
● According to recent research, just 7.3% of organisations say the state of their data and analytics is excellent, and only 22% of companies are currently seeing a significant return from data science expenditure.
● Poor returns on data & analytics investment are often the result of applying 20th-century thinking to 21st-century challenges and opportunities.
● Modern data science and analytics require secure, efficient processes to turn raw data from multiple sources and in numerous formats into useful inputs to a data product.
● Developing, orchestrating and iterating modern data pipelines is an extremely complex process requiring multiple technologies and skills.
● Other domains have to successfully overcome the challenge of delivering high-quality products at speed in complex environments. DataOps applies proven agile principles, lean thinking and DevOps practices to the development of data products.
● A DataOps approach aligns data producers, analytical data consumers, processes and technology with the rest of the organisation and its goals.
Big Data Paris - A Modern Enterprise ArchitectureMongoDB
Depuis les années 1980, le volume de données produit et le risque lié à ces données ont littéralement explosé. 90% des données existantes aujourd’hui ont été créé ces 2 dernières années, dont 80% sont non structurées. Avec plus d’utilisateurs et le besoin de disponibilité permanent, les risques sont beaucoup plus élevés.
Quels sont les paramètres de bases de données qu’un décideur doit prendre en compte pour déployer ses applications innovantes?
Want to know more about Common Data Model and Service? You need to understant what's the difference between CDS for Apps and Analytics? Feel free to use these slides and send me your feed backs.
WSO2Con USA 2015: The Needs of Next Generation GiantsWSO2
50% of the Fortune 500 companies from 2000 are gone! Facebook just became more valuable than Walmart! Next Generation Giants are being created every day and they are standing on the shoulders of technology and new business models to get there. Billions of connected people, apps and things are leading to the creation of new digital communities and ecosystems. Next Generation Giants harness API enabled businesses models to deliver hyper-relevant, orchestrated communications to customers. Smart things change how we experience the world. Deep insights power decisions for internal and external users. This session will answer questions such as
What’s the right alchemic formula of integrating, aggregating, mashing, and stacking to fuel the innovation necessary to meet the needs of these Next Generation Giants so that we may build one?
What expectations and experiences will our new digital neighbors demand?
How will we work dynamically in secure cyber communities?
How do we continue to disrupt how it has always been done?
Customer value analysis of big data productsVikas Sardana
Business value analysis through Customer Value Model for software technology choices with a case study from Mobile Advertising industry for Big Data use case.
Deep.bi - Real-time, Deep Data Analytics Platform For EcommerceDeep.BI
Deep.bi It helps ecommerce teams improve their performance by providing current and detailed insights.
It bring operational excellence and performance for:
- Category Managers / Merchandisers
- Marketers
- Customer service
- UX / Design Team
- Tech / IT
- Executives / Managers
Big data is an opportunity for communications service providers (CSPs) to create the intelligence for operating their infrastructures more efficiently, to analyze the success of their services, and to create a better personal experience for their customers.
CSP Top executives, Network and IT managers and Marketing, are eager to exploit the large amount of information to achieve better business decisions. They expect their Chief Technical Officer to provide end-to-end analytic solutions based on the data available in their IT and network infrastructure.
This presentation analyzes the complete value chain that can transform CSPs’ data to knowledge. It covers the sources of information, the data collection tools, the analytic platforms providing quick data access, and finally the business intelligence use cases with the presentation and visualization of the results and predictions.
Modern Data Architectures for Business Insights at Scale Amazon Web Services
Using AWS to design and build your data architecture has never been easier to gain insights and uncover new opportunities to scale and grow your business. Join this workshop to learn how you can gain insights at scale with the right big data applications.
Building a real-time analytics solution has never been faster or more cost-efficient. Most organizations are trying to find a way to improve customer experience and respond to business events in real time. Importantly, to do this quickly and at a fraction of the price of traditional approaches. In this session we will look at how to use the AWS services to best meet your real-time analytics needs.
How to Revamp your Legacy Applications For More Agility and Better Service - ...NRB
With a series of new tools available on the Mainframe like Operational & Decision Management tools, Real Time Scoring, … revamp the existing legacy applications (without rewriting them) by bridging them to the wealth of new capabilities available on the IBM Mainframe environment
Similar to Workshop: Make the Most of Customer Data Platforms - David Raab (20)
When 90 percent of digital transformations fail, budgets get cut and priorities continue to change, learn how falling in love with customers will fuel your team to become relentless customer champions in the midst of constant business challenges. Inspire your team to become the change they wish to see, as Nick shares his journey to Haiti, where he helped bring world-class technology and education to a small town with no electricity or Internet. See how GE has ignited a grassroots army of customer warriors, delivering numerous award-winning solutions: all co-designed with their customers in several self-funded customer design centers.
GE, RIM (Blackberry), Smith Corona and other large brand names have long been used as sound case studies for business schools. So how did these successful organizations not see and properly respond to digital disruptors? And will your organization respond differently when it’s time comes? This hands-on workshop explores governance as a solution to common enterprise challenges and opportunities in digital disruption (e.g., AR, chatbots, cryptocurrency, security breaches), strategic business shifts that requires digital to follow (e.g., rebranding, supply chain automation) and changes in legal/regulatory environments (e.g., GDPR, POPI).
Avery is transforming itself into a digitally focused consumer experience company. Faced with distribution channel upheaval, rising pure-play competitors and Amazon Basics launching labels, Avery set out to re-invent its digital experience as a source of competitive advantage. Follow along as Avery defines a new consumer experience vision that it uses to drive technology selections, new product category launches and personalization.
Understand the how, why and what’s next of this digital customer experience conference through exclusive data from CMSWire’s 2018 State of Digital Customer Experience report.
Download the 2018 State of Digital Customer Experience report here: https://www-cmswire.simplermedia.com/cw-cp-smg-2018-dcx-report.html
Get the CXO’s inside perspective on the American Medical Association’s (AMA) digital reboot. Todd Unger has been driving digital transformations for 20 years. Now, as the AMA’s Chief Experience Officer he’s undertaking a fundamental rethink of the AMA’s customer experience and digital transformation strategy.
In this keynote presentation Todd will provide an inside look at the AMA’s digital makeover, starting with a pivotal data-driven paradigm shift that unleashed an array of customer experience insights, a new plan to “market the experience” to current and prospective members and an impressive 3x growth trajectory.
What does digital transformation actually look like? See how two organizations met their digital transformation goals. Focusing on both content and e-commerce, discover the challenges these companies faced and how they overcame them.
See the vision, infrastructure, hiccups and automation of enabling Shutterfly’s first AI-driven marketing stack. Based on a corporate strategy of increasing the relevancy of marketing communication, Shutterfly began a 3-year project last year of improving the marketing it is delivering to its customers. This process kicked off with a move to saleforce.com for email and campaign management with an eye towards coordinated multi-channel messaging. Since then, the team has been hard at work developing predictive data models forming the basis of AI messaging and targeting. The assembly of these AI-driven communications requires critical components including a marketing asset management solution. Learn about the requirements for the MAM, how it will tie into the AI infrastructure and the publishing solution for deployment of highly relevant content.
An increasing number of our personal and business interactions are impacted by artificial intelligence (AI) and on the near horizon are increasingly sophisticated machine learning and deep learning technologies. Now is the right time to get a grasp of the core concepts and understand how these ideas and functionalities are changing our lives and impacting our businesses.
In this two-hour workshop, presented in partnership with the University of Chicago, you will gain an appreciation of the history and recent acceleration of AI in the industry, get a solid understanding of the core concepts and modern building blocks for AI-driven services. Via small group exercises you will work with your peers to identify some practical applications for AI in your workplace. And you will have a chance to explore some fun questions around AI such as "Is there a master algorithm?", "Can AI build AI?" and "When will I be replaced by a robot?
At T. Rowe Price’s Innovation Lab, the mission is to reimagine the investing experience through zero-based design (ZBD). Experience designers are the voice of the customer and also the voice of employees. It’s important to use design thinking and UX to discover a great solution that solves both sides of the problem while championing the VoC. This workshop will form VoC and VoB teams to work through the ZBD process to gather pain-points, vote, create a lot of solutions quickly, vote, converge ideas and then, yes, vote some more, on the favorite solutions. The workshop will end with each group presenting their innovative solution… but not until after a twist!
Samantha Borowy, T. Rowe Price
Your website visitors arrive on your site, look around, read a bit, navigate and often take an action of some kind while there. The mountain of data available from web analytics, behavioral analytics, IP detection and more provides businesses with useful information to make a brand’s digital experiences better. However, data is meaningless unless you go beyond the “what” to understand the “why.” What’s needed are insights into the human mind and mapping these to the customer journey. Take a deeper approach to data utilization that can yield remarkable insights into your audience and breakthrough ideas for strengthening your relationship with your customers.
Artificial Intelligence (AI) has the potential to completely revolutionize the ecommerce experience. However, most organizations are still struggling with harmonizing data standards, streamlining information flows and optimizing upstream processes to improve the customer experience with the tools they have today. AI can enable customer service and sales reps to be significantly more productive and improve the self-service experience; but areas of product on boarding, content optimization, marketing automation and process orchestration have to be improved in order to support this vision. This workshop will demystify AI and show how companies can re-think processes for the product and content lifecycle from initial onboarding to end user experience. Outline how to build the infrastructure to machine-intelligence-enable content to create product associations and personalized experiences not possible without AI.
Change isn’t easy. How do you refine an approach for your organization to meet changing business needs, drive agility, and increase customer adoption? Learn the five key pillars to success: Digital Enablement, Technology Advancement, Organizational Agility, Adoption and Digital Shift. This session will help you gain insight on how to continue to evolve your organization and potential challenges along this journey.
Technology is a key component to any digital transformation, but the people factor is essential. Learn about the digital governance programe that UNICEF established at the outset of their digital transformation project. What elements are key to manage and protect a global digital presence of hundreds of sites and social media channels? How do you ensure that governance is perceived as an enabler and not as an obstacle that limits creativity?
Hint: it is not only about the rules it is about tools, knowledge and tons of communication.
Digitization has impacted every aspect of products and services. This elevates the importance of enabling a seamless user experience, through in-product user assistance tools to defining the mobile presence and everything else in between. This session walks you through building a UEx strategy for in-product navigation, self-help modules and the impact on rate of adoption and overall customer success.
Artificial intelligence (AI) is getting lots of attention but one key aspect is often overlooked, understated, or underestimated: the quality of “training” information and the structure of that information – the Information Architecture or “IA”. AI only works when it has the data it needs to spot trends, identify patterns and provide functionality – especially when it comes to chatbots and other so called “cognitive” technologies. While many recent high profile attempts at chatbots have failed, they are getting better and one day will be indispensable. Organizations need to do certain things to prepare for a future of bots and AI-driven processes. This session will outline what that looks like and how organizations can solve problems today while preparing themselves for a future where businesses will succeed or fail based on the power of their bots.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
"Impact of front-end architecture on development cost", Viktor TurskyiFwdays
I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
4. Why CDP? Why Now?
• More data: sources, types, volumes
• More demand: customers expectations, digital
transformation, marketer sophistication
• New worries: privacy compliance, loss of third
party data, Google/Facebook/Amazon control
• New technology: API connectors, unstructured
data stores, cloud storage, AI applications
• Resources available: experienced users,
developers, funding
5. Behind the Definition
• Packaged software = faster, lower cost, less
risk, more mature
• Persistent, unified customer database = data
from all sources, complete customer view,
organized for customer management
• Accessible to other systems = easy to share
data, change systems without disruption
6. CDP Components
Data Decisions Delivery
DMP
Web
CMS
Mobile
Email
External
Mobile
Web
CRM ExposeIngest Process
Standardize
and transform
Link identities
Aggregate and
index
Reformat
and
expose
Load data
Analytics Engagemen
t
Segment
Predict
Personalize
Orchestrate
Budget Content
7. Why It Works
• Prebuilt components save development time
• ‘Big data’ technology makes data
management easier than before
• It’s designed to one thing well
• Vendors are customer data specialists
13. CDP Primary Use Cases
Things a CDP makes possible:
• Access Unreachable Sources
• Analyze Unified Customer Data
• Access Unified Customer View
• Orchestrate Unified Experience
• Reduce Operating Costs
14. CDP Use Cases vs Features
Access
Unreachable
Sources
Analyze
Unified
Customer Data
Access
Unified
Customer View
Orchestrate
Unified
Experience
Reduce
Operating
Costs
Example:
analyze
game
behavior log
analyze
customer
journey
feed churn
score to CRM
feed chatbot
log to call
center agent
automate
welcome kit
production
Features:
• Ingest any data type x x x x
• Prebuilt connectors x x x
• ID management x x x
• Persistent storage x x x x x
• Create ‘golden record’ x x x
• Real time query x x
• Reformat for access x x x x x
• Offer arbitration x
• Real time interaction x
15. Use Case Definition
Goal: Detect churn-risk events
Value: Reduce churn
Nbr Customers 100,000 / yr; reduce churn from 25% to 23% = 2,000 net
Value/Customer $200/customer; x 2,000 customers = $400,000 / yr
Measures: events detected, actions taken, churn rate
Steps
1 2 3 4 5
Task: ingest event
data
link events to full
customer profile
assess and send
alerts
react to alert measure
impact
• Inputs web, phone
events
selected events,
customer data
data, rules,
models
customers plus
actions
action history,
customer data
• Processes parse for key
events
identify customer,
assemble profile
score for risk, run
rules, pick action
send list to
delivery system
test to measure
impact
• Outputs key events
w/customer ID
event and profile
data
list of customers
plus actions
messages to
customers
long term
behavior report
• Systems web, CRM,
CDP
CDP CDP, rules,
predictive
CDP, delivery CDP, CRM
• People IT to set up,
data analysts
IT, data analysts model builders,
retention team
retention team,
delivery team
retention team,
analysts
• Gaps CDP, list of
events
CDP CDP, predictive
models
CDP, delivery
integrations
CDP, test
design skills
16. Delivery
execute email web mobile mail call center social ads display ads search ads POS
optimize “ “ “ “ “ “ “ “ “
create content “ “ “ “ “ “ “ “ “
message connectors “ “ “ “ “ “ “ “ “
audience connectors “ “ “ “ “ “ “ “ “
Ingestion connectors “ “ “ “ “ “ “ “ “
access connectors “ “ “ “ “ “ “ “ “
Decisions
campaigns
no-code
interface
multi-step
multi-
channel
journey
framework
schedule
based
trigger
based
real time
interact
rules select
messages
scores in
rules
analytics segment BI/ explore
ideal
customer
manual
models
automated
models
recommend
products
incremental
attribution
content
no-code
templates
store workflow
cross-
channel
dynamic
content
auto-test/
optimize
auto-classify
text, video
admin budgets
project
mgmt
marketing
plans
simulate
results
optimize
channel $
Data
ingestion structured
semi- & un-
structured
no-code set-
up
high
volume
batch real time stream API
find
deltas
storage raw detail
multi-table
data model
auto-add
attributes
manage PII
in-
memory
dynamic
scaling
industry/ B2B
data models
clean &
standardize
read
external
identity stitch offline match cross device
identify
devices
persistent
ID
lead to
account
anonymous
to known
golden
record
enrichment location intent personal postal B2B data
feature
extraction
external
device graph
external ID
graph
access extract API SQL/HQL
analytical
data sets
prebuilt
connectors
Martech Function Inventory
17. Function Mapping
Function Need Function Need Function Need
Ingestion Identity Access
structured stitch extract
semi- & un- structured offline match API access
no-code set-up cross device match SQL/HQL
high volume identify devices analytical data sets
batch persistent ID prebuilt connectors
real time lead to account
stream anonymous to known
API ingestion golden record
find deltas Enrichment
Storage location
raw detail intent
multi-table data model personal
auto-add attributes postal
manage PII B2B data
in-memory feature extraction
dynamic scaling external device graph
industry external ID graph
clean & standardize
read external
23. Self-Service Solutions
Customer Management Architecture
Data Decisions Delivery
systems that create and store
customer data
systems that decide which treatments
to give customers
systems that deliver customer
treatments
Source
Systems
Customer
Database
Customer
Analytics
Personalization
(Message
Selection)
Execution (Message
Delivery)
24. Self-Service Solutions
Customer Management Architecture
Data Decisions Delivery
systems that create and store
customer data
systems that decide which treatments
to give customers
systems that deliver customer
treatments
Source
Systems
Customer
Database
Customer
Analytics
Personalization
(Message
Selection)
Execution (Message
Delivery)
←‒‒Silos‒‒→ (gap) (gap) (gap) ←‒‒‒‒‒‒‒Silos‒‒‒‒‒‒‒‒→
25. Self-Service Solutions
Customer Management Architecture
Data Decisions Delivery
systems that create and store
customer data
systems that decide which treatments
to give customers
systems that deliver customer
treatments
Source
Systems
Customer
Database
Customer
Analytics
Personalization
(Message
Selection)
Execution (Message
Delivery)
←‒‒Silos‒‒→ ←Data CDP→ ←‒Analytics‒→ ←Personalize→ ←‒‒‒‒‒‒‒Silos‒‒‒‒‒‒‒‒→
←‒‒Silos‒‒→ ←‒‒‒‒Analytics CDP‒‒‒‒→ ←Personalize→ ←‒‒‒‒‒‒‒Silos‒‒‒‒‒‒‒‒→
←‒‒Silos‒‒→ ←‒‒‒‒‒‒‒‒Personalization CDP‒‒‒‒‒‒‒‒‒→ ←‒‒‒‒‒‒‒Silos‒‒‒‒‒‒‒‒→
26. Self-Service Solutions
Customer Management Architecture
Data Decisions Delivery
systems that create and store
customer data
systems that decide which treatments
to give customers
systems that deliver customer
treatments
Source
Systems
Customer
Database
Customer
Analytics
Personalization
(Message
Selection)
Execution (Message
Delivery)
←‒‒Silos‒‒→ ←‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒Marketing Suite‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒→
←‒‒Silos‒‒→ (gap) ←‒‒‒‒‒‒‒‒‒‒‒‒‒‒MAP/CRM/eCommerce‒‒‒‒‒‒‒‒‒‒‒‒→
←‒‒Silos‒‒→ (gap) ←‒‒‒‒Orchestration‒‒‒‒‒→ ←‒‒‒‒‒‒‒Silos‒‒‒‒‒‒‒‒→
27. Self-Service Solutions
Customer Management Architecture
Data Decisions Delivery
systems that create and store
customer data
systems that decide which treatments
to give customers
systems that deliver customer
treatments
Source
Systems
Customer
Database
Customer
Analytics
Personalization
(Message
Selection)
Execution (Message
Delivery)
←‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒CX Cloud (theory)‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒→
←CX Cloud→ (gap) ←‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒CX Cloud (reality)‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒‒→
28. CDP vs Other Systems
CDP
Data
Lake/WH
DMP
Data Hub,
Tag Mgr
MAP,
CRM
Marketing
Cloud, JOE
packaged
software
persistent
unified
customer data
open access
decisions &
delivery ?
29. Architecture is Destiny
purpose technology
CDP store and activate full
customer detail
NoSQL storage, ID resolution,
SQL/API to share & activate
Data
Warehouse
analyze structured data SQL (RDBMS) with star schema
Data Lake store and access any: NoSQL, SQL, flat file
DMP select ad audiences flat file w/cookies as keys
IPaaS/ Tag
Manager
move data between systems APIs and process flows (no storage)
Marketing
automation
segment-based ad campaigns SQL database, email as ID, largely
fixed data structure
CRM agent/sales interactions Normalized SQL database
Marketing
Cloud/JOE
omni-channel customer
interactions
separate SQL database per
component
31. CDP Product Features
Shared CDP Features Data Load Web Site Analytics
•Retain original detail •JSON load •Javascript tag •Segmentation
•Persistent data •Schema-free data store •Cookie management •Automated predictive
•Individual detail •On-premises option Mobile Apps Engagement
•Vendor-neutral access Identity Management •SDK load •Content selection
•Manage PII •Persistent ID Digital Ads •Multi-step campaigns
•Deterministic match •Audience API •Real-time interactions
•Probabilistic match •Cookie synch
Data Access Offline
•API/query access •Postal hygiene
•Real-time access •Name/address match
Business to Business
•Account-level data
•Lead-to-account
match
32. CDP Product Feature Frequency
(CDP Institute Sponsors)
0 5 10 15 20 25 30
Real-time interactions
Multi-step campaigns
Content selection
Engagement
Automated predictive
Segmentation
Analytics
Lead-to-account match
Account-level data
Business to Business
Name/address match
Postal address hygiene
Offline
Cookie synch
Audience API
Digital Ads
SDK load
Mobile Apps
0 5 10 15 20 25 30
Cookie management
Javascript tag
Web Site
Real-time access
API/query access
Data Access
Probabilistic match
Deterministic match
Persistent ID
Identity Management
On-premises option
Schema-free data store
JSON load
Data Load
Manage PII
Vendor-neutral access
Individual detail
Persistent data
Retain original detail
Shared CDP Features
33. CDP Institute Product Comparison
Data Management
• Data Access
• Identity Match
• Un/Semi Structured Data
• Web Site
• Mobile Apps
• Digital Ads
• Offline
• B2B
Analytics
• Segmentation
• Automated Predictive
Engagement
• Content Selection
• Multi-Step Campaigns
• Real-Time Interactions
www.cdpinstitute.org
34. Amperity Tealium AgilOne Quaero CrossEngage RedEye
Ascent360 Celebrus NGData Evergage Blueshift Lytics Alterian
mParticle Lattice Engines BlueConic Zylotech BlueVenn Optimove
PRDCT Lexer SessionM QuickPivot Lemnisk RedPoint
Shared CDP Features
Retain original detail Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Persistent data Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Individual detail Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Vendor-neutral access Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Manage PII Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Distinguishing Features
Data Management
Base Features
API/query access Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Real-time access Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Persistent ID Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N
Deterministic match Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Probabilistic match Y Y N N N N Y Y Y Y N N Y Y Y N N N N Y N Y N Y Y
On-premises option N N N N N Y N N N Y N Y Y N Y N N N Y Y N N N Y Y
Un/Semi-Structured
JSON load N Y Y Y Y Y Y Y Y N Y Y Y Y Y N Y Y Y Y Y Y N Y Y
Schema-free data store N Y N Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y N Y N
Web Site
Javascript tag Y N Y Y Y N N N Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y
Cookie management N N Y Y Y Y N N Y Y Y Y N Y Y Y Y Y Y Y N Y Y Y Y
Mobile Apps
SDK load N N Y N Y Y N Y Y N Y Y N Y Y N N Y N Y Y Y Y Y N
Digital Ads
Audience API Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Cookie synch N N Y Y Y Y N N N Y Y N N Y Y Y Y Y N Y Y Y Y Y Y
Offline
Postal address hygiene Y Y Y N N N Y N Y N N Y Y N Y Y N N Y N Y Y N Y Y
Name/address match Y Y Y Y N N Y N Y N N N Y N Y Y N N Y N Y Y N Y Y
Business to Business
Account-level data N N N Y N N Y N Y Y N N Y Y Y Y Y N Y N N Y Y Y Y
Lead-to-account match N N N Y N N Y Y Y Y N N Y Y Y Y N N Y N N Y Y Y Y
Analytics
Segmentation Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Automated predictive N N N N N N Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y
Engagement
Content selection N N N N Y Y N N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Multi-step campaigns N N N N N N N N N N N N N N N Y Y Y Y Y Y Y Y Y Y
Real-time interactions N N N N Y Y N N Y Y Y Y N Y Y N Y Y Y Y Y Y Y Y Y
Data Analytics Engagement
Vendors
by
Segment
35. Feature Mapping
Use Case
1
Use Case
2
Use Case
3
Use Case
4
Use Case
5
Use Case
6
Use Case
7
Use Case
8
Use Case
9
Shared CDP
Features
Retain original detail
Persistent data
Individual detail
Vendor-neutral access
Manage PII
Data Load JSON load
Schema-free data store
On-premises option
Identity
Management
Persistent ID
Deterministic match
Probabilistic match
Data Access API/query access
Real-time access
Web Site Javascript tag
Cookie management
Mobile Apps SDK load
Digital Ads Audience API
Cookie synch
Offline Postal address hygiene
Name/address match
Business to
Business
Account-level data
Lead-to-account match
Analytics Segmentation
Automated predictive
Engagement Content selection
Multi-step campaigns
Real-time interactions
40. Readiness Assessment
CDP Readiness Assessment Checklist
Management Support
customer centric approach
data-driven decisions
help to remove internal barriers
fund core martech
fund edge / test martech
Marketing Strategy
offer arbitration rules
customer journey goals
clear brand position, value prop,
target customers, business
strategy
Internal Skills
marketing analytics
marketing program/interaction
design
marketing technology (in
marketing or IT group)
Source Systems
existing data documented
adequate data quality
on-going governance in place
data accessible for extraction
API connections for real time
access
shared customer ID in place
Delivery Systems
personalized, dynamic content
shared content & decision rules
implemented separately by system
central decision rules (push content
ID & data to delivery systems)
central messaging (push render-
ready content to delivery systems)
batch connections to central
systems
real-time interactions with central
systems
Organization
channel managers use shared
segments, contents, decision rules,
programs
customer metrics replace channel
metrics as basis for compensation
customer metrics supplement
channel metrics
segment managers control cross-
channel programs
Measurement
program metrics (volumes, costs,
responses)
customer metrics (conversions,
lifetime value)
segment and cohort metrics
compare performance vs plan and
past, inc. exception reports
results by segment and cohort
testing and analytics to estimate
promotion impact (ROI)
41. Business Case Worksheet
Business Case Worksheet
Financial
Current
1st Year
Change
3 Year
Change
Non-Financial
System Costs Customer
expectationsSoftware
Implementation Competitive
pressureOperations
Internal (Staff, Training, etc.) Pain/crisis
responsetotal
Compliance
System Impact
New Customer Margin Control
New Customer Cost
Existing Customer Margin Case studies
Existing Customer Cost
Retained Customer Margin
Retained Customer Cost
Indirect Value (Referrals, etc.)
total
Net Financial Impact
42. Deployment Sequence
Sample Deployment Sequence
Capabilities Added
Components required:
Variable
Messages
Customer
Segmentation
Business
Prospecting
Sales
Automation
Data
area demographics new X
consumer data new X
business billing data new X X
customer data new
call center data new
business lists new X
Systems
new database new X X X
scoring new X X
campaign management new X X
sales automation new X
People/Skills marketing marketing sales sales
Processes profiling segmentation ideal customer account mgt
Value $100,000 $100,000 $50,000 $100,000
Cost $150,000 $50,000 $20,000 $50,000
Risk low low mid mid
x indicates component is required for that stage shaded boxes are components added for that stage
43. Project Planning
Sample Deployment Plan
Resources
Client Resources Vendor Resources
executive sponsor: executive contact:
project lead: account manager:
data analyst: project manager:
marketing analyst: solution architect:
IT analyst: database engineer:
solution engineer:
Timeline
Task Activities Deliverables Start Date End Date
Kickoff • client meetings to define goals and
requirements, build project plan, assign team
• project goals
• detailed project plan
Business Discovery • client interviews to document current
processes and systems, define detailed
requirements
• process documentation
• functional specifications
• user acceptance plan
• revised project plan as needed
Data Discovery • connect to existing systems
• assess existing data
• define data feed requirements
• data source list
• database design
• data update plan (sources, elements,
frequency, collection methods, etc.)
Database Build • provision hardware/ software
• set up data structures
• set up data transfer processes
• set up load/update processes inc. identity mgt
• initial data load and audit
• create automated load/update processes
• parallel tests as needed
• final user acceptance
• database design
• process flow design
• audit reports
• deployed database
• functioning load/update process
• documentation and training
• user acceptance
Data Access • create automated extract processes
• document and deploy API/query connections
• design and deploy access tables
• functioning extract processes
• credentials and documentation for access
• functioning access tables
Application
Deployment
• provision and configure applications (analytics
& customer engagement)
• user acceptance tests
• functioning applications
• documentation and training
• user acceptance
‘walk down main st to get an ice cream cone’
‘please my boss to get a raise’ –
- there are other ways to do this, or its not a strategy
vendors
- Web sites: based on who reads which content; have networks of sites they monitor
- Ad Exchanges: (aggregators: Bombora, Big Willow; publishers: IDB, Tech Target; predictive vendors (who mostly buy it); Magnetic
…not listing actual white paper download/content syndicators e.g. NetLine, TrueInfluence, etc.
Define use cases, then identify gaps, consolidate to understand requirements
4 real obstacles are not technology [slide from Fospha paper]; are organization, etc.
- that’s why we do detailed discovery
4 real obstacles are not technology [slide from Fospha paper]; are organization, etc.
- that’s why we do detailed discovery
…also consider skills, departments, etc.
- Measurement is often best place to start because involves fewest systems