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1 Actuate Corporation © 2013

Customer Communications Management Customer profiling with

BIRT Analytics John Riglar

Snr Technical Consultant, Actuate EMEA


What people say at the very beginning …

OLAP Analytics & Excel Export

Operational & Analytic Dashboards

Interactive & Mobile

Ad Hoc Reports

KPI Management Dashboards

“We already

have everything

… So do we

really need

something else?


Reporting & Visualization

• Data by region, by product • Average per month, region • Product and region combinations • Ranking • Complex selections and filters • Anything by calendar segmentation • Every day business reports • Statements

Exploring what's evident What happened? The “Natural”

evolution

• Customers most likely to abandon • $ will be sold next week, next month, …? • What products each customer buy together? • Which ones doesn’t buy and why? • Best product to recommend to each client • Next best action for every single customer • The best customers for product A? • The best products for customer X? • Most profitable customers’ profile

Visual Data Mining

Discovering the hidden Why did it happen? What next? What’s my next questions?

Complementary Analytics


Data sources and options

Traditional reporting tools business reports Dashboards Invoices statements

SQL

Social

Logs

Hadoop

Cloud

Archives

Documents Print Streams

BIRT Analytics Repository uses all your data sources

High Speed Analytics for Business users.

How are you using these sources?


• Discovering Hidden relationships

• Predicting next values

• Identifying patterns

• Grouping / Clustering

• Predicting Future Behavior

• Gain insight and ask new questions Etc …

• Customers most likely to abandon • $ will be sold next week, next month, …? • What products each customer buy together? • Which ones doesn’t buy and why? • Best product to recommend to each client • Next best action for every single customer • The best customers for product A? • The best products for customer X? • Most profitable customers’ profile

Visual Data Mining Discovering the hidden

Complementary Analytics


Analytics is about Business (Venn Diagram)

You know what you sold in the past,

Do you want to know who to sell more to?

Discovering Hidden Relationships

Targeted Cross-selling

opportunities to 200,000 accounts

DEMO

Product A

Product C

Product B


Analytics is about Business (Profile)

You know who to target, but…

Do you want to know

what makes them different?

Pattern Detection

What do my best customers look like? What distinguishes them the most?

What is the best way to approach them?

DEMO


Analytics is about Business (Anticipate)

Now you know who and their particular characteristics filter by

the most valuable ones?

This could be customers who are going to leave or potential targets for up sell etc.

Profile Who are my best customers ?

+

Venn Segment Customers who are going to leave


Analytics is about Business (Forecast)

Do you want to predict which ones are most likely to leave?

Do you want to know how much you will sell next month/quarter/year…?

Decision tree You know which customers have left (churned) Which customers have the same characteristics

as previous churners?

Predicting Future Values Time series

You know historical sales, Predict future sales,

spending, web visits, new projects…

DEMO


What people usually say at the end…

- ”…I didn’t

know that I

NEEDED IT!!