cliveunderwood-ibm-.pdf

Upload: shoeb-khan

Post on 14-Apr-2018

216 views

Category:

Documents


0 download

TRANSCRIPT

  • 7/30/2019 cliveunderwood-ibm-.pdf

    1/42

  • 7/30/2019 cliveunderwood-ibm-.pdf

    2/42

    NECTAR CASE STUDY

    Clive Underdown

    Head of Campaign Management, EMEA

  • 7/30/2019 cliveunderwood-ibm-.pdf

    3/42

    /

    MY INTRO

    Discover how Aimia is using IBM Unica's enterprise marketing solution todeliver relevant and personalised marketing communications to the millionsof UK consumers who collect Nectar loyalty points

  • 7/30/2019 cliveunderwood-ibm-.pdf

    4/42

    /

    AGENDA

    The Aimia world

    Nectar

    Why & how we use Unica

    How weve benefited from Unica

    Example campaigns

    Looking to the future

  • 7/30/2019 cliveunderwood-ibm-.pdf

    5/42

  • 7/30/2019 cliveunderwood-ibm-.pdf

    6/42

    / 6

    AIMIA IS A GLOBAL ORGANISATION

    6

    3,800 people

    30 offices

    20 markets

  • 7/30/2019 cliveunderwood-ibm-.pdf

    7/42

    /

    OUR ECO-SYSTEM

    CoalitionLoyalty

    ProprietaryLoyalty

    Analytics& Media

  • 7/30/2019 cliveunderwood-ibm-.pdf

    8/42

    /

    HERE ARE SOME OF OUR BRANDS & PARTNERS

    Earn Partners Burn Partners

    Retailers Manufacturers

    ProprietaryLoyalty UK

    CoalitionLoyalty

    Analytics& Media

  • 7/30/2019 cliveunderwood-ibm-.pdf

    9/42

    NECTAR

  • 7/30/2019 cliveunderwood-ibm-.pdf

    10/42

    /

    THE NECTAR EXPERIENCE

    Play video

  • 7/30/2019 cliveunderwood-ibm-.pdf

    11/42

    /

    TOUCH-POINTS WITH THE NECTAR COLLECTOR

    OUTBOUND

    INBOUND

    Statements Targeted & Triggered Comms

    ATL / PR

    Call Centre Online

    Mobile Social

    IN STORE

  • 7/30/2019 cliveunderwood-ibm-.pdf

    12/42

    /

    OUR COMMUNICATION GOAL: RIGHT OFFER, RIGHT TIME,RIGHT PLACE

    12

  • 7/30/2019 cliveunderwood-ibm-.pdf

    13/42

    /

    THE DATA ASSET WE USE TO DRIVE PERSONALISATION

    Lifestyle and social data

    Behaviours and Attitudes

    Personal and registration data

    Transactional data

    Name Gender DOB 95% accurate (regular cleansing)

    Activity in all Nectar partners ande-stores (location, spend, frequency)

    Responsiveness to Nectar offersand Partner marketing

    Bespoke insight into competitor shoppingbehaviour

    Attitudes to loyalty (e.g. loyal tomerchant or regular switching)

    Price sensitivity (e.g. deal-seekeror buys premium products)

    Online engagement

    Mosaic segmentation Household metrics (children,

    income, home/car ownership) Service providers (phone,

    broadband, energy)

    Address Email Phone

    SourcesRegistration data

    and account

    management

    Regular datacleansing and third

    party matching

    1Bn+ Nectaronline and offline

    transactions p.a.

    Nectar.com onlinebehaviour and

    preferences

    Nectar targetedmarket research and

    third party surveys

  • 7/30/2019 cliveunderwood-ibm-.pdf

    14/42

    WHY WE CHOSE UNICA

  • 7/30/2019 cliveunderwood-ibm-.pdf

    15/42

    /

    WHY WE NEEDED AN ENTERPRISE MARKETINGSOLUTION

    Multiple Touch Points

    Changing Client Priorities

    Increased ComplexityMore Demanding

    Consumers

    + =

    Show methe value

    Increased Frequency

    +

  • 7/30/2019 cliveunderwood-ibm-.pdf

    16/42

    /16

    2,500

    Campaigns

    8,000

    UniqueOffers

    300,000,000

    PersonalisedMessages

    WHY WE NEED AN ENTERPRISE MARKETING SOLUTION

    18,000,000

    Collectors

  • 7/30/2019 cliveunderwood-ibm-.pdf

    17/42

    /

    WHY UNICA

    Industry leader 133 evaluation criteria

    Quality of the Unica

    Solutions Team

    Future product roadmap

    Partnership model

  • 7/30/2019 cliveunderwood-ibm-.pdf

    18/42

    HOW WE USE UNICA

  • 7/30/2019 cliveunderwood-ibm-.pdf

    19/42

    /

    OUR CAMPAIGN MANAGEMENT PROCESS

    Type here

    REVIEW / SET

    STRATEGY

    Type here

    Type here

    Type here

    Type here Type here

    PLAN BRIEF

    BUILDDEPLOYMEASURE &

    EVALUATE

  • 7/30/2019 cliveunderwood-ibm-.pdf

    20/42

    /

    OUR CAMPAIGN TOOLS FIT OUR PROCESS

    Review /

    SetStrategy

    Plan, BriefBuild &Deploy

    Measure &Evaluate

    Identify Target AudienceExplore

    Customer Transactions Customer Interactions

    Plan & Brief Build Deploy

    Model

    Self Serve

    Self Serve

  • 7/30/2019 cliveunderwood-ibm-.pdf

    21/42

    /

    REVIEW / SET STRATEGY, PLAN AND BRIEF

    Strategy & Planning

    Plan ResourcesBrief Delivery

    Teams

    Marketing calendar updated

    Stakeholders committed

    Requests submitted

    Campaign details input toUnica central repository

    Campaigns reviewed

    Insights taken

    Objectives & strategy set

    Communications plan created

    Campaign Submitted in Unica MO:

    - Full Objectives

    - Target Groups

    - Suppressions

    - Offer and assets

    Campaign brief reviewed

    Campaign approved or rejected

  • 7/30/2019 cliveunderwood-ibm-.pdf

    22/42

    /

    SET UP & BUILD

    OfferManagement

    Client Briefs

    Agency

    CampaignBuild

    OfferAllocation

    CampaignApproved

    Roles assigned to tasks

    Campaign project created

    Client Approval

    Assets

    Received

    Email

    Build

    Test

    Tasks managed and monitored

    through Marketing Operations

  • 7/30/2019 cliveunderwood-ibm-.pdf

    23/42

  • 7/30/2019 cliveunderwood-ibm-.pdf

    24/42

    /

    DEPLOY

    Data

    Processing(e.g. Mail Sort)

    P&P

    3rd PartyVendor

    (e.g. Catalina)

    Print Vendor

    Channels

    ClientSign Off

    Creation ofTarget List

    API

    Print

    Digital

    Email

    Output FileEmail send

    Creation ofContact History

    Tasks managed and monitoredthrough Marketing Operations

  • 7/30/2019 cliveunderwood-ibm-.pdf

    25/42

    HOW WEVE BENEFITED FROM UNICA

  • 7/30/2019 cliveunderwood-ibm-.pdf

    26/42

    /

    HOW WE HAVE BENFITED BY USING UNICA

    Standardisation

    Tasks re-deployed

    ContentManagement

    Better organisational

    alignment

    Centraliseddata repository

    Better data &Greater transparency

    QualityScale

    Innovation

    Re-usability andautomationIntegration

    Speed

    Better decisions

  • 7/30/2019 cliveunderwood-ibm-.pdf

    27/42

    /

    UNICA ENABLES US TO OPERATE A FLEXIBLE ANDSCALABLE CAMPAIGN RESOURCE MODEL

    NectarAnalytics

    Campaign ServicesTeam

    Nectar

    ISS

    Standard

    Bespoke

    D

    E

    L

    IV

    E

    R

    Y

    Bespoke

    Standard

    ISSAnalytics

  • 7/30/2019 cliveunderwood-ibm-.pdf

    28/42

    /

    UNICA HAS HELPED US KNIT TOGTHER COMPLEX,CROSS FUNCTIONAL PROCESSES

    NectarInsight

    RelationshipExec

    Campaign

    ServicesDigital WNS

  • 7/30/2019 cliveunderwood-ibm-.pdf

    29/42

    /

    LESSONS LEARNED

    It was a journey, not a project

    Change forthe organisation

    Implementation required significantchange management

    It wasnt just about technology

    Change for theindividual

    Change forIT systems

  • 7/30/2019 cliveunderwood-ibm-.pdf

    30/42

    EXAMPLE CAMPAIGNS

  • 7/30/2019 cliveunderwood-ibm-.pdf

    31/42

    /

    PERSONALISED STATEMENT AND OFFERS

    Description

    20M paper PUMs and 10M e-PUMs sent

    annually

    Larger target audiences in the Summer

    and at Christmas

    Points balance and programme updates

    1-1 targeted coupons (8M variants) Open rate of >95%

    Average overall response rate: 1525%

    Offer couponsYour points update

    Featured in all 30M PUMs

    Collect 5000 Nectar points when you take

    out a Capital One Credit Card

    Where are our Partners featured?

    1-2-1 tailored offers

    Tailored Message to Collector

    Tailored Message to Collector

  • 7/30/2019 cliveunderwood-ibm-.pdf

    32/42

    /

    PERSONALISED OFFERS ONLINE

  • 7/30/2019 cliveunderwood-ibm-.pdf

    33/42

    /

    PERSONALISED OFFERS VIA MOBILE

  • 7/30/2019 cliveunderwood-ibm-.pdf

    34/42

    /

    TRIGGERED COMMUNICATIONS

    Description

    Bi-weekly mailing triggered byCollector transacting with a newPartner (earn) or redeeming 3,000

    Points (burn) in the last month

    1.4M sent each year

    1-1 coupons Response rates: 2540%

    Where are our Partners featured?

    Offer coupons

    Tailored Message to CollectorTailored Message to Collector

  • 7/30/2019 cliveunderwood-ibm-.pdf

    35/42

    /

    35

    A MULTI-MEDIA, INTEGRATED COMMUNICATIONSPLAN

    38kFeb FebFebJul FebMar Apr/May Aug Nov

    1

    PROM

    O 1

    PROM

    O

    DM

    50k

    PUM

    STOP!

    All DM recipients(Cycle 2)

    190kA)

    Trigger coupon

    Redeemers of either the DM or C@T a) (Not both)

    15.2kB)C@T (Cycle 8/9)

    75kC)

  • 7/30/2019 cliveunderwood-ibm-.pdf

    36/42

    LOOKING TO THE FUTURE

  • 7/30/2019 cliveunderwood-ibm-.pdf

    37/42

    /

    OUR CAMPAIGN WORLD HAS CHANGED

  • 7/30/2019 cliveunderwood-ibm-.pdf

    38/42

    /

    THERE ARE MANY DIFFERENT KINDS OF CONSUMER

    Experiencefocused

    Valuefocused

    Conveniencefocused

    38

  • 7/30/2019 cliveunderwood-ibm-.pdf

    39/42

  • 7/30/2019 cliveunderwood-ibm-.pdf

    40/42

  • 7/30/2019 cliveunderwood-ibm-.pdf

    41/42

    /

    CRITICAL ORGANISATIONAL BEHAVIOUR

    41

    Agility

    Relevance

    Authenticity Focus

  • 7/30/2019 cliveunderwood-ibm-.pdf

    42/42

    THANK YOU

    Clive Underdown

    [email protected]