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BASEL BERN BRUGG DÜSSELDORF FRANKFURT A.M. FREIBURG I.BR. GENF
HAMBURG KOPENHAGEN LAUSANNE MÜNCHEN STUTTGART WIEN ZÜRICH
Customer Event Hub
The modern Customer 360° View
Guido Schmutz
@gschmutz guidoschmutz.wordpress.com
Guido Schmutz
Working for Trivadis for more than 19 years
Oracle ACE Director for Fusion Middleware and SOA
Co-Author of different books
Consultant, Trainer, Software Architect for Java, SOA & Big Data / Fast Data
Member of Trivadis Architecture Board
Technology Manager @ Trivadis
More than 25 years of software development experience
Contact: guido.schmutz@trivadis.com
Blog: http://guidoschmutz.wordpress.com
Slideshare: http://www.slideshare.net/gschmutz
Twitter: gschmutz
Customer Event Hub - the modern Customer 360° view2
Big Data Use Cases
Customer Event Hub - the modern Customer 360° view3
Big Data Definition (4 Vs)
+	Time	to	action	?	– Big	Data	+	Real-Time	=	Stream	Processing
Characteristics	of	Big	Data:	Its	Volume,	Velocity	
and	Variety	in	combination
Customer Event Hub - the modern Customer 360° view4
A Spectrum of Big Data Use Cases
OptimizeTransform
Business	Impact
Use	Case	Complexity	
Entry Advanced
Streamline Data
Refinery
Customer 360
Degree View
Data
Warehouse
Optimization
Monetize My
Data
Harnessing
Machine &
Sensor Data
Big Data
Predictive
Analytics
Next
Generation
Applications
Big Data
Exploration
On Demand Big
Data Blending
Customer Event Hub - the modern Customer 360° view5
Customer 360° View
Customer Event Hub - the modern Customer 360° view6
Why Customer 360° View?
“Get closer than ever to your
customers. So close that you tell
them what they need well before
they realize it themselves.”
Steve Jobs, Apple
q Enhance customer service
q Provides real-time personalization
q Opens doors to new applications
q Increases security
q Lowers operational costs
q Increases operational efficiency
Customer Event Hub - the modern Customer 360° view7
Customer 360°: Experience Expectations
Customer Event Hub - the modern Customer 360° view8
Customer 360°: Experience Expectations
Consistent
Across	all	channels,	brands	
and	devices
Personalized
To	reflect	preferences	and	
aspiration
Relevant
In	the	moment	to	
customer’s	needs	and	
expectations
Contextualized
To	present	location	and	
circumstances
Customer Event Hub - the modern Customer 360° view9
A Sample Customer 360° Profile
Who are you?
Where are you?
What have you
purchased?
What content do you
prefer?
Who do you know?
What can you afford?
What is your value to the
business?
How / why have you
contacted us?
Customer Event Hub - the modern Customer 360° view10
Customer 360° Screen Mocks
Customer Event Hub - the modern Customer 360° view12
Source:	Canopy	Labs
Source:	Adacta Group
Source:	Oracle
Customer 360 – Key Use Cases
• Customer micro
segmentation
• Next Best Offer
• Campaign Analytics
• Geo-Location
Analytics
• Recommendation
Models
• Churn Modeling &
Prediction
• Rotational / Social
Churn
• Customer Lifetime
Value
• Sentiment Analytics
• Price Elasticity
Modeling
• Proactive Care
Dashboard
• Customer Lifetime
Value
• Subscriber Analytics
• QoS Analytics
• Real-Time Alerts
Target Marketing &
Personalization
Churn Prevention &
Customer Retention
Proactive Care
Customer Event Hub - the modern Customer 360° view13
From Static to Dynamic, Real-Time Micro-Segmentation
Age
Gender
Average Spend
Price Plans
Usage History
Data, Voice, Text
Billing History
Device Upgrade
Traditional
Segmentation
Age
Gender
Average Spend
Price Plans
Usage History
Data, Voice, Text
Billing History
Device Upgrade
Device History
Other products / services
Bundling preferences
Offer History
Campaign Adoption
History
Call Center Tickets
Location
Social Influence
Applications Used
Content Preferences
Usage Details
Roaming Analysis
Travel Patterns
QoS History
Household Analysis
Lifetime Value
Churn Score
Clickstream Info
Channel Preferences
Survey
Real-Time Micro-
Segmentation
Customer Event Hub - the modern Customer 360° view14
Various forms of 360° Views
qAccount 360
qSupplier 360
qConsumer 360
qProduct 360
qAsset / IP 360
qSpend 360
qKey Opinion Leader 360
qSensor / Device 360
Customer Event Hub - the modern Customer 360° view15
Key Challenges in Driving a Customer 360° View
Data Silos
New Data Sources Costs of Data Processing
Data Volumes
• Multiple Data Silos
• Often store overlapping and
conflicting information
• Data growing rapidly
• Internet of Things will add to
that substantially
• Semi/Un-Structured Data
Sources
• Streaming / Real-time data
• Critical for building a true
360° view
• Cost prohibitive
• Cost of storing data in
relational database systems
per year
Clickstream Location/GPS
Call center
Records
Social Media
Customer Event Hub - the modern Customer 360° view16
Customer 360° View - Traditional Flow Diagram
Enterprise Data
Warehouse
ETL / Stored
Procedures
Data Marts /
Aggregations
Location
Social
Clickstream
Segmentation & Churn
Analysis
BI Tools
Marketing Offers
Billing &
Ordering
CRM / Profile
Marketing
Campaigns
Customer Event Hub - the modern Customer 360° view17
Customer 360° View - Traditional Flow Diagram
Enterprise Data
Warehouse
ETL / Stored
Procedures
Data Marts /
Aggregations
Location
Social
Clickstream
Segmentation & Churn
Analysis
BI Tools
Marketing Offers
Billing &
Ordering
CRM / Profile
Marketing
Campaigns
Limited
Processin
g Power
Does not
model easily
to traditional
database
schema
Limited
Processin
g Power
Storage
Scaling
very
expensive
Based on
sample /
limited data
Loss in
Fidelity
Other /
New Data
Sources
High
Voume
and
Velocity
Customer Event Hub - the modern Customer 360° view18
Customer 360° View: Why status quo won’t work?
• Most organizations have a static
version of the customer profile in
their data warehouse
• Mainly structured data
• Only internal data
• Only “important” data
• Only limited history
• Activity data – clickstream data,
content preferences, customer care
logs are kept in siloes or not kept at
all
Data Analyst
Data Analyst
Data Analyst
Data Analyst
Data Analyst
Detailed	Customer	Activity	Data	sits	in	silos!
Customer Event Hub - the modern Customer 360° view19
Event
Hub
Event
Hub
Hadoop Clusterd
Hadoop Cluster
Hadoop Cluster
Customer 360° View – Flow with Big Data Hub
BI	Tools
Enterprise Data
Warehouse
Location
Social
Click
stream
Sensor
Data
Billing &
Ordering
CRM /
Profile
Marketing
Campaigns
Event
Hub
Call
Center
Weather
Data
Mobile
Apps
SQL
Search
Online	&	Mobile	
Apps
Search
Data Flow
NoSQL
Parallel
Processing
Distributed
Filesystem
• Machine	Learning
• Graph	Algorithms
• Natural	Language	Processing
20 Customer Event Hub - the modern Customer 360° view
Hadoop Clusterd
Hadoop Cluster
Hadoop Cluster
Customer Event Hub – taking Velocity into account
Location
Social
Click
stream
Sensor
Data
Billing &
Ordering
CRM /
Profile
Marketing
Campaigns
Call
Center
Mobile
Apps
Batch Analytics
Streaming Analytics
Event
Hub
Event
Hub
Event
Hub
NoSQL
Parallel
Processing
Distributed
Filesystem
Stream Analytics
NoSQL
Reference /
Models
SQL
Search
Dashboard
BI	Tools
Enterprise Data
Warehouse
Search
Online	&	Mobile	
Apps
File Import / SQL Import
Weather
Data
21 Customer Event Hub - the modern Customer 360° view
Weather
Data
SQL Import
Hadoop Clusterd
Hadoop Cluster
Hadoop Cluster
Location
Social
Click
stream
Sensor
Data
Billing &
Ordering
CRM /
Profile
Marketing
Campaigns
Call
Center
Mobile
Apps
Batch Analytics
Streaming Analytics
Event
Hub
Event
Hub
Event
Hub
NoSQL
Parallel
Processing
Distributed
Filesystem
Stream Analytics
NoSQL
Reference /
Models
SQL
Search
Dashboard
BI	Tools
Enterprise Data
Warehouse
Search
Online	&	Mobile	
Apps
Customer Event Hub – technologies mapping
22 Customer Event Hub - the modern Customer 360° view
SQL Import
Hadoop Clusterd
Hadoop Cluster
Hadoop Cluster
Location
Social
Click
stream
Sensor
Data
Billing &
Ordering
CRM /
Profile
Marketing
Campaigns
Call
Center
Weather
Data
Mobile
Apps
Batch Analytics
Streaming Analytics
Event
Hub
Event
Hub
Event
Hub
NoSQL
Parallel
Processing
Distributed
Filesystem
Stream Analytics
NoSQL
Reference /
Models
SQL
Search
Dashboard
BI	Tools
Enterprise Data
Warehouse
Search
Online	&	Mobile	
Apps
Integrate Sanitize / Normalize Deliver
23
Customer Event Hub - Architecture
Capture Customer
interactions from all
channels
Technical Concepts:
Channel integration
Event Consolidation
Integrate
Normalize and enrich
events to create
consistent view
Technical Concepts:
Event Normalization
Exception Control Flow
Sanitize / Normalize
Propagate and deliver
events to destination
stores and applications
Technical Concepts:
Data-store Integration
Application Integration
Deliver
Customer Event Hub - the modern Customer 360° view24
SQL Polling
Change Data Capture
(CDC)
File Stream (File Tailing)
File Stream (Streaming
Appender)
Enabling Real-Time Data Ingestion
Sensor Stream
Customer Event Hub - the modern Customer 360° view25
Customer Event Hub - Challenges
Physical and Logical
Infrastructure changes
rapidly
Key Challenges:
Infrastructure Automation
Edge Deployment
Infrastructure Drift
Data	Structures	and	formats	
evolve	and	change	
unexpectedly
Key Challenges:
Consumption Readiness
Corruption and Loss
Structure Drift
Data semantics change
with evolving applications
Key Challenges
Timely Intervention
System Consistency
Semantic Drift
Customer Event Hub - the modern Customer 360° view26
Our offering
Customer Event Hub - the modern Customer 360° view27
Big Data Roadmap
Customer Event Hub - the modern Customer 360° view
Orientation
Workshop
Potential
Analysis
Strategy-
Roadmap
Implemen.
Services
Big	Data
Introduction
Business/
Use-Case
Big	Data
Productive
Technical
Starter	KitTools
and	Methods
Evaluation
Tools/Methods
Choose
Technology
Big	Data
Mainten.
&	Operation
SLA
Services
Know
How
Training
Tools
Methods
Reference-implementation +	setup &	config Test	
VMs	+	Services	+	Examples
Workshop(s),	Analyis and
Interviews
Workshop(s)	with
individual	Content Project
Project
Training
PoC,	Eval
AMS &	IMS
Services
Initial	
Workshop
28
Customer Event Hub - the modern Customer 360° view29
360° Customer View – Trivadis Portfolio
Customer Event Hub
§ IT Strategy & Architectures
§ Advanced Analytics
§ Visualization
Method & Technology
Trainings
Consulting &
Managed
Services
Data & Process Integration
§ Real-Time Data Ingestion
§ Data Virtualization & Federation
§ Streaming Analytics
§ Customer Event Hub
Use Case Support
§ Requirements Analysis
§ Workshops, Coaching, Interviews
Application
Development
Technology Evaluation
§ Proof-of-Concept
§ Functional &
Load Testing
Trivadis Consulting & Solutions - Customer 360° View
Customer Event Hub - the modern Customer 360° view30
Channel integration &
Event Consolidation
Advanced Analytics
& Reporting
Architecture &
Technology
Consulting
ETL& Data
Warehousing
Big Data / BI Training &
Know-How Transfer
Data Store Integration&
Application Integration
Data
Governannce&/
Master Data
Management
Event Normalization &
Data Enrichment
Design Patterns &
Best Practice
Templates
Customer Event Hub - the modern Customer 360° view31
References
• Using Big Data to Drive Customer 360 by Cloudera Inc.
Guido Schmutz
Technology Manager
guido.schmutz@trivadis.com
Customer Event Hub - the modern Customer 360° view32
@gschmutz guidoschmutz.wordpress.com

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Trivadis TechEvent 2016 Customer Event Hub - the modern Customer 360° view by Guido Schmutz

  • 1. BASEL BERN BRUGG DÜSSELDORF FRANKFURT A.M. FREIBURG I.BR. GENF HAMBURG KOPENHAGEN LAUSANNE MÜNCHEN STUTTGART WIEN ZÜRICH Customer Event Hub The modern Customer 360° View Guido Schmutz @gschmutz guidoschmutz.wordpress.com
  • 2. Guido Schmutz Working for Trivadis for more than 19 years Oracle ACE Director for Fusion Middleware and SOA Co-Author of different books Consultant, Trainer, Software Architect for Java, SOA & Big Data / Fast Data Member of Trivadis Architecture Board Technology Manager @ Trivadis More than 25 years of software development experience Contact: guido.schmutz@trivadis.com Blog: http://guidoschmutz.wordpress.com Slideshare: http://www.slideshare.net/gschmutz Twitter: gschmutz Customer Event Hub - the modern Customer 360° view2
  • 3. Big Data Use Cases Customer Event Hub - the modern Customer 360° view3
  • 4. Big Data Definition (4 Vs) + Time to action ? – Big Data + Real-Time = Stream Processing Characteristics of Big Data: Its Volume, Velocity and Variety in combination Customer Event Hub - the modern Customer 360° view4
  • 5. A Spectrum of Big Data Use Cases OptimizeTransform Business Impact Use Case Complexity Entry Advanced Streamline Data Refinery Customer 360 Degree View Data Warehouse Optimization Monetize My Data Harnessing Machine & Sensor Data Big Data Predictive Analytics Next Generation Applications Big Data Exploration On Demand Big Data Blending Customer Event Hub - the modern Customer 360° view5
  • 6. Customer 360° View Customer Event Hub - the modern Customer 360° view6
  • 7. Why Customer 360° View? “Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” Steve Jobs, Apple q Enhance customer service q Provides real-time personalization q Opens doors to new applications q Increases security q Lowers operational costs q Increases operational efficiency Customer Event Hub - the modern Customer 360° view7
  • 8. Customer 360°: Experience Expectations Customer Event Hub - the modern Customer 360° view8
  • 9. Customer 360°: Experience Expectations Consistent Across all channels, brands and devices Personalized To reflect preferences and aspiration Relevant In the moment to customer’s needs and expectations Contextualized To present location and circumstances Customer Event Hub - the modern Customer 360° view9
  • 10. A Sample Customer 360° Profile Who are you? Where are you? What have you purchased? What content do you prefer? Who do you know? What can you afford? What is your value to the business? How / why have you contacted us? Customer Event Hub - the modern Customer 360° view10
  • 11. Customer 360° Screen Mocks Customer Event Hub - the modern Customer 360° view12 Source: Canopy Labs Source: Adacta Group Source: Oracle
  • 12. Customer 360 – Key Use Cases • Customer micro segmentation • Next Best Offer • Campaign Analytics • Geo-Location Analytics • Recommendation Models • Churn Modeling & Prediction • Rotational / Social Churn • Customer Lifetime Value • Sentiment Analytics • Price Elasticity Modeling • Proactive Care Dashboard • Customer Lifetime Value • Subscriber Analytics • QoS Analytics • Real-Time Alerts Target Marketing & Personalization Churn Prevention & Customer Retention Proactive Care Customer Event Hub - the modern Customer 360° view13
  • 13. From Static to Dynamic, Real-Time Micro-Segmentation Age Gender Average Spend Price Plans Usage History Data, Voice, Text Billing History Device Upgrade Traditional Segmentation Age Gender Average Spend Price Plans Usage History Data, Voice, Text Billing History Device Upgrade Device History Other products / services Bundling preferences Offer History Campaign Adoption History Call Center Tickets Location Social Influence Applications Used Content Preferences Usage Details Roaming Analysis Travel Patterns QoS History Household Analysis Lifetime Value Churn Score Clickstream Info Channel Preferences Survey Real-Time Micro- Segmentation Customer Event Hub - the modern Customer 360° view14
  • 14. Various forms of 360° Views qAccount 360 qSupplier 360 qConsumer 360 qProduct 360 qAsset / IP 360 qSpend 360 qKey Opinion Leader 360 qSensor / Device 360 Customer Event Hub - the modern Customer 360° view15
  • 15. Key Challenges in Driving a Customer 360° View Data Silos New Data Sources Costs of Data Processing Data Volumes • Multiple Data Silos • Often store overlapping and conflicting information • Data growing rapidly • Internet of Things will add to that substantially • Semi/Un-Structured Data Sources • Streaming / Real-time data • Critical for building a true 360° view • Cost prohibitive • Cost of storing data in relational database systems per year Clickstream Location/GPS Call center Records Social Media Customer Event Hub - the modern Customer 360° view16
  • 16. Customer 360° View - Traditional Flow Diagram Enterprise Data Warehouse ETL / Stored Procedures Data Marts / Aggregations Location Social Clickstream Segmentation & Churn Analysis BI Tools Marketing Offers Billing & Ordering CRM / Profile Marketing Campaigns Customer Event Hub - the modern Customer 360° view17
  • 17. Customer 360° View - Traditional Flow Diagram Enterprise Data Warehouse ETL / Stored Procedures Data Marts / Aggregations Location Social Clickstream Segmentation & Churn Analysis BI Tools Marketing Offers Billing & Ordering CRM / Profile Marketing Campaigns Limited Processin g Power Does not model easily to traditional database schema Limited Processin g Power Storage Scaling very expensive Based on sample / limited data Loss in Fidelity Other / New Data Sources High Voume and Velocity Customer Event Hub - the modern Customer 360° view18
  • 18. Customer 360° View: Why status quo won’t work? • Most organizations have a static version of the customer profile in their data warehouse • Mainly structured data • Only internal data • Only “important” data • Only limited history • Activity data – clickstream data, content preferences, customer care logs are kept in siloes or not kept at all Data Analyst Data Analyst Data Analyst Data Analyst Data Analyst Detailed Customer Activity Data sits in silos! Customer Event Hub - the modern Customer 360° view19
  • 19. Event Hub Event Hub Hadoop Clusterd Hadoop Cluster Hadoop Cluster Customer 360° View – Flow with Big Data Hub BI Tools Enterprise Data Warehouse Location Social Click stream Sensor Data Billing & Ordering CRM / Profile Marketing Campaigns Event Hub Call Center Weather Data Mobile Apps SQL Search Online & Mobile Apps Search Data Flow NoSQL Parallel Processing Distributed Filesystem • Machine Learning • Graph Algorithms • Natural Language Processing 20 Customer Event Hub - the modern Customer 360° view
  • 20. Hadoop Clusterd Hadoop Cluster Hadoop Cluster Customer Event Hub – taking Velocity into account Location Social Click stream Sensor Data Billing & Ordering CRM / Profile Marketing Campaigns Call Center Mobile Apps Batch Analytics Streaming Analytics Event Hub Event Hub Event Hub NoSQL Parallel Processing Distributed Filesystem Stream Analytics NoSQL Reference / Models SQL Search Dashboard BI Tools Enterprise Data Warehouse Search Online & Mobile Apps File Import / SQL Import Weather Data 21 Customer Event Hub - the modern Customer 360° view
  • 21. Weather Data SQL Import Hadoop Clusterd Hadoop Cluster Hadoop Cluster Location Social Click stream Sensor Data Billing & Ordering CRM / Profile Marketing Campaigns Call Center Mobile Apps Batch Analytics Streaming Analytics Event Hub Event Hub Event Hub NoSQL Parallel Processing Distributed Filesystem Stream Analytics NoSQL Reference / Models SQL Search Dashboard BI Tools Enterprise Data Warehouse Search Online & Mobile Apps Customer Event Hub – technologies mapping 22 Customer Event Hub - the modern Customer 360° view
  • 22. SQL Import Hadoop Clusterd Hadoop Cluster Hadoop Cluster Location Social Click stream Sensor Data Billing & Ordering CRM / Profile Marketing Campaigns Call Center Weather Data Mobile Apps Batch Analytics Streaming Analytics Event Hub Event Hub Event Hub NoSQL Parallel Processing Distributed Filesystem Stream Analytics NoSQL Reference / Models SQL Search Dashboard BI Tools Enterprise Data Warehouse Search Online & Mobile Apps Integrate Sanitize / Normalize Deliver 23
  • 23. Customer Event Hub - Architecture Capture Customer interactions from all channels Technical Concepts: Channel integration Event Consolidation Integrate Normalize and enrich events to create consistent view Technical Concepts: Event Normalization Exception Control Flow Sanitize / Normalize Propagate and deliver events to destination stores and applications Technical Concepts: Data-store Integration Application Integration Deliver Customer Event Hub - the modern Customer 360° view24
  • 24. SQL Polling Change Data Capture (CDC) File Stream (File Tailing) File Stream (Streaming Appender) Enabling Real-Time Data Ingestion Sensor Stream Customer Event Hub - the modern Customer 360° view25
  • 25. Customer Event Hub - Challenges Physical and Logical Infrastructure changes rapidly Key Challenges: Infrastructure Automation Edge Deployment Infrastructure Drift Data Structures and formats evolve and change unexpectedly Key Challenges: Consumption Readiness Corruption and Loss Structure Drift Data semantics change with evolving applications Key Challenges Timely Intervention System Consistency Semantic Drift Customer Event Hub - the modern Customer 360° view26
  • 26. Our offering Customer Event Hub - the modern Customer 360° view27
  • 27. Big Data Roadmap Customer Event Hub - the modern Customer 360° view Orientation Workshop Potential Analysis Strategy- Roadmap Implemen. Services Big Data Introduction Business/ Use-Case Big Data Productive Technical Starter KitTools and Methods Evaluation Tools/Methods Choose Technology Big Data Mainten. & Operation SLA Services Know How Training Tools Methods Reference-implementation + setup & config Test VMs + Services + Examples Workshop(s), Analyis and Interviews Workshop(s) with individual Content Project Project Training PoC, Eval AMS & IMS Services Initial Workshop 28
  • 28. Customer Event Hub - the modern Customer 360° view29 360° Customer View – Trivadis Portfolio Customer Event Hub § IT Strategy & Architectures § Advanced Analytics § Visualization Method & Technology Trainings Consulting & Managed Services Data & Process Integration § Real-Time Data Ingestion § Data Virtualization & Federation § Streaming Analytics § Customer Event Hub Use Case Support § Requirements Analysis § Workshops, Coaching, Interviews Application Development Technology Evaluation § Proof-of-Concept § Functional & Load Testing
  • 29. Trivadis Consulting & Solutions - Customer 360° View Customer Event Hub - the modern Customer 360° view30 Channel integration & Event Consolidation Advanced Analytics & Reporting Architecture & Technology Consulting ETL& Data Warehousing Big Data / BI Training & Know-How Transfer Data Store Integration& Application Integration Data Governannce&/ Master Data Management Event Normalization & Data Enrichment Design Patterns & Best Practice Templates
  • 30. Customer Event Hub - the modern Customer 360° view31 References • Using Big Data to Drive Customer 360 by Cloudera Inc.
  • 31. Guido Schmutz Technology Manager guido.schmutz@trivadis.com Customer Event Hub - the modern Customer 360° view32 @gschmutz guidoschmutz.wordpress.com