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Social is so much
than a channel…
Presented by John Kottcamp!
J. Boye Web & Intranet Conference!
Philadelphia, PA – May 6, 2014!
Social is much more than
a channel…
Social is the enabler of
relevancy, personalization and
engagement
Social is the foundation of your
business’ future success
Our Journey begins now
The age of the customer
We used to think the Earth was
the center of the universe
A lot of Brands still do
And that’s not all that bad,
except…
90+% of social media conversations
on do not mention any brands!
How do we know
The data tells us
among the top
searches over the
last 30 days, not a
single brand was
mentioned*!
*source – Google Trends May 3, 2014!
Family/Friends! Lifestyle/Entertainment!
Products/Services! Career/Networking!
*Source – !
Why Do People use social media
What do people talk about
Their passions
Why is it important
People follow the crowd
The crowd makes the choices
Which is what
defines success
for the brand and
business
What’s the source
Monitoring
Commitment and Scoring
Prediction
What does the data tell us
It tells us what people
actually care about
or at least, what
they talk about
Exercise #1
Describe your ideal customer
Make a simple list
•  Demographics"
•  Psychographics"
•  Segments"
•  Cohorts"
•  Personas"
What good is social data
It provides insight
With insight comes
understanding
With understanding
comes relevancy
With relevancy comes
engagement
With engagement comes action
With action
comes results
The art and science of balancing the needs and desires
of the always connected, fully empowered customer with
the business requirements and commercial outcomes
which define success for the enterprise !
in the 21st century.!
Achieved through
Mutual Relevancy
Mutual Relevancy is attained
through personalization
The DNA of customer
experience
It starts with user stories
“I want to go on a cruise”!
“I need help with my satellite service”!“I think its time for life insurance”!
“Can I really afford a luxury car”!
The Components of Relevancy
what the user wants
to accomplish
Information!
Education!
Transaction!
Contact!
who the user is and what
do we know about them
Anonymous! Returning! Authenticated!
relevancy in the moment
L
O
C
A
T
I
O
N!
TIME/DATE!
DEVICE!
BROWSER!
REFERRING SITE!
DOMAIN!
KEYWORDS!
L
I
N
K
S!
Mapping each component’s
Attributes
Exercise #2
Go back to your best customer
“The Motivator”!
Make a list of data attributes
•  Age"
•  Gender"
•  Location"
•  Time/day"
•  "
•  "
•  "
Now, where are you going to
source the attributes
•  Age"
•  Gender"
•  Location"
•  Time/day"
•  "
•  "
•  "
ü  ?"
ü  ?"
ü  IP address"
ü  Web Service"
ü  "
ü  "
ü  "
Audience + Context + ?
Content, Publishing & …
Distribution to
multiple channels,
devices and
platforms
Which when pulled all together
Sometimes looks like this
Content
SendAnalytics
Campaign
SendAnalytics
Business Intelligence
Leads
EBC
(Event Based
Communication)
Prospect	
  /	
  Customer	
  
Mobile/TouchDirect Mail Web
Contact
Center
SMSEmailVRU
Siebel
(CRM)
(Email	
  Service	
  
Provider)
Branch
(Direct	
  Mail)
	
  
(Rewards)(Voice	
  Portal/IVR)
Campaign
Data
EDW
Campaign	
  
Management
Key Relationship
Rewards
(iLog/Abinitio)
OBI	
  /	
  Key.COM	
  /	
  KBO
(Social	
  Media	
  
Monitoring)
Social	
  Media
Teller	
  21	
  /	
  CE	
  
Desktop
(Channel Analytics)
CIX
OTM
(Outbound Telesales
Marketing)
(Analytics	
  Data	
  Mart)
Rel.	
  
Managers
Manual	
  Originated	
  
Leads
Key VRU
Campaign
Leads
Push Offers / Get Leads
Offers
FulfillPoints
Offers
Offers/Leads
Prospects
Web/MobileAnalytics
Campaign
Prospects
Leads
(Mobile	
  SMS)
Key	
  Bank	
  Application
Personalization
Rules
Insight /
Analytics
Lead/Prospect
Data
Customer	
  
Segmentation
Marketing	
  
Operations
Lead	
  Management
WCM Smart	
  Target
Offer	
  Content	
  
Mgmt.
Offer	
  Content	
  
Mgmt.
Send Analytics
Updates
SendAnalytics
Offer/Segments
Marketing	
  Architecture	
  Future	
  State
Exercise #3
Map out your Markitecture
Building it out –
the process side
•  Business Context!
•  Consumer Insight!
•  Data & Analytics!
Experience!
The experience process
Insights! Platform!
Creative!
Email!
Search!
Web!
Customer
Service!
Social!
Mobile!
Display!
Ecommerce!Rules!DAM!
Campaign!CRM!
CMS!
Measurement!
Monitoring!Analytics! Reporting!
•  Design!
•  Content Production!
Business
Requirements	
  
Solution
Plan	
  
Functional
Requirements	
  
•  Business Context!
•  Consumer Insight!
•  Data & Analytics!
Insights! Platform!
Creative!
Email!
Search!
Web!
Customer
Service!
Social!
Mobile!
Display!
Ecommerce!Rules!DAM!
Campaign!CRM!
CMS!
Measurement!
Social
Monitoring!
Web
Analytics!
Reporting!
•  Design!
•  Content Production!
Experience!
Business
Requirements	
  
Solution	
   Functional
Requirements	
  
Experience!
Business
Requirements	
  
Solution!
Plan	
  
Functional
Requirements	
  
Requires three basic elements
1.  Business Requirements
•  Determine desired
experience journeys!
•  Map conversion
journey touchpoints
per audience!
•  Establish the set of
channels required per
journey!
•  Define program metrics
for accountability!
•  Identify programmatic key
performance indicators!
•  Document data
requirements to compile,
analyze and report KPIs!
• Translate the business
vision into actionable
experience goals!
• Document target
audience(s)!
• Define “conversion”
event or action for each
audience!
1. Goals! 2. Metrics! 3. Channels!
2.  Experience solution
•  Develop workflow
processes for experience
management!
•  Determine roles and
responsibility for operation
and support!
1. Content! 2. Organization! 3. Platform!
•  Heuristic review!
•  Content inventory!
•  Taxonomy !
•  Content matrix!
•  Content requirements!
•  Identify implicit and
explicit data attributes
for personalization !
•  Determine triggers per
audience!
•  Map experience across
application ecosystem!
3.  Functional requirements
•  Document workflow
processes for experience
management!
•  Develop Training program!
•  Produce governance
guidelines!
1. Content! 2. Organization! 3. Platform!
•  Content brief!
•  Wireframes!
•  Collaboration with creative
team!
•  Content Management plan!
•  Content Lifecycle plan!
•  Document application
selection!
•  Define Functional
requirements by
application!
•  Document rules sets for
personalization engine!
Exercise #4
Go home and do this yourself
John Kottcamp!
CMO, Tahzoo!
john@tahzoo.com!
@jkottcamp!
©All rights reserved, Tahzoo LLC, 2014!

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Social is more than a channel j boye conference workshop

  • 1. Social is so much than a channel… Presented by John Kottcamp! J. Boye Web & Intranet Conference! Philadelphia, PA – May 6, 2014!
  • 2. Social is much more than a channel…
  • 3. Social is the enabler of relevancy, personalization and engagement
  • 4. Social is the foundation of your business’ future success
  • 6. The age of the customer
  • 7. We used to think the Earth was the center of the universe
  • 8. A lot of Brands still do
  • 9. And that’s not all that bad, except… 90+% of social media conversations on do not mention any brands!
  • 10. How do we know
  • 11. The data tells us among the top searches over the last 30 days, not a single brand was mentioned*! *source – Google Trends May 3, 2014!
  • 13. What do people talk about
  • 15. Why is it important
  • 17. The crowd makes the choices
  • 18. Which is what defines success for the brand and business
  • 23. What does the data tell us
  • 24. It tells us what people actually care about or at least, what they talk about
  • 27. Make a simple list •  Demographics" •  Psychographics" •  Segments" •  Cohorts" •  Personas"
  • 28. What good is social data
  • 35. The art and science of balancing the needs and desires of the always connected, fully empowered customer with the business requirements and commercial outcomes which define success for the enterprise ! in the 21st century.!
  • 37. Mutual Relevancy is attained through personalization
  • 38. The DNA of customer experience
  • 39. It starts with user stories
  • 40. “I want to go on a cruise”! “I need help with my satellite service”!“I think its time for life insurance”! “Can I really afford a luxury car”!
  • 41. The Components of Relevancy
  • 42. what the user wants to accomplish Information! Education! Transaction! Contact!
  • 43. who the user is and what do we know about them Anonymous! Returning! Authenticated!
  • 44. relevancy in the moment L O C A T I O N! TIME/DATE! DEVICE! BROWSER! REFERRING SITE! DOMAIN! KEYWORDS! L I N K S!
  • 47. Go back to your best customer “The Motivator”!
  • 48. Make a list of data attributes •  Age" •  Gender" •  Location" •  Time/day" •  " •  " •  "
  • 49. Now, where are you going to source the attributes •  Age" •  Gender" •  Location" •  Time/day" •  " •  " •  " ü  ?" ü  ?" ü  IP address" ü  Web Service" ü  " ü  " ü  "
  • 53. Which when pulled all together
  • 54. Sometimes looks like this Content SendAnalytics Campaign SendAnalytics Business Intelligence Leads EBC (Event Based Communication) Prospect  /  Customer   Mobile/TouchDirect Mail Web Contact Center SMSEmailVRU Siebel (CRM) (Email  Service   Provider) Branch (Direct  Mail)   (Rewards)(Voice  Portal/IVR) Campaign Data EDW Campaign   Management Key Relationship Rewards (iLog/Abinitio) OBI  /  Key.COM  /  KBO (Social  Media   Monitoring) Social  Media Teller  21  /  CE   Desktop (Channel Analytics) CIX OTM (Outbound Telesales Marketing) (Analytics  Data  Mart) Rel.   Managers Manual  Originated   Leads Key VRU Campaign Leads Push Offers / Get Leads Offers FulfillPoints Offers Offers/Leads Prospects Web/MobileAnalytics Campaign Prospects Leads (Mobile  SMS) Key  Bank  Application Personalization Rules Insight / Analytics Lead/Prospect Data Customer   Segmentation Marketing   Operations Lead  Management WCM Smart  Target Offer  Content   Mgmt. Offer  Content   Mgmt. Send Analytics Updates SendAnalytics Offer/Segments Marketing  Architecture  Future  State
  • 56. Map out your Markitecture
  • 57. Building it out – the process side
  • 58. •  Business Context! •  Consumer Insight! •  Data & Analytics! Experience! The experience process Insights! Platform! Creative! Email! Search! Web! Customer Service! Social! Mobile! Display! Ecommerce!Rules!DAM! Campaign!CRM! CMS! Measurement! Monitoring!Analytics! Reporting! •  Design! •  Content Production! Business Requirements   Solution Plan   Functional Requirements  
  • 59. •  Business Context! •  Consumer Insight! •  Data & Analytics! Insights! Platform! Creative! Email! Search! Web! Customer Service! Social! Mobile! Display! Ecommerce!Rules!DAM! Campaign!CRM! CMS! Measurement! Social Monitoring! Web Analytics! Reporting! •  Design! •  Content Production! Experience! Business Requirements   Solution   Functional Requirements   Experience! Business Requirements   Solution! Plan   Functional Requirements   Requires three basic elements
  • 60. 1.  Business Requirements •  Determine desired experience journeys! •  Map conversion journey touchpoints per audience! •  Establish the set of channels required per journey! •  Define program metrics for accountability! •  Identify programmatic key performance indicators! •  Document data requirements to compile, analyze and report KPIs! • Translate the business vision into actionable experience goals! • Document target audience(s)! • Define “conversion” event or action for each audience! 1. Goals! 2. Metrics! 3. Channels!
  • 61. 2.  Experience solution •  Develop workflow processes for experience management! •  Determine roles and responsibility for operation and support! 1. Content! 2. Organization! 3. Platform! •  Heuristic review! •  Content inventory! •  Taxonomy ! •  Content matrix! •  Content requirements! •  Identify implicit and explicit data attributes for personalization ! •  Determine triggers per audience! •  Map experience across application ecosystem!
  • 62. 3.  Functional requirements •  Document workflow processes for experience management! •  Develop Training program! •  Produce governance guidelines! 1. Content! 2. Organization! 3. Platform! •  Content brief! •  Wireframes! •  Collaboration with creative team! •  Content Management plan! •  Content Lifecycle plan! •  Document application selection! •  Define Functional requirements by application! •  Document rules sets for personalization engine!
  • 64. Go home and do this yourself