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The CEM Imperative … How to Select the Tools, Team and Tactics to Compete in an Outside-In World Scott Liewehr, President & Principal Analyst Cathy McKnight, Partner & Principal Analyst May 2014
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The CEM Imperative … How to Select the Tools, Team and Tactics to Compete in an Outside-In World

Scott Liewehr, President & Principal Analyst

Cathy McKnight, Partner & Principal Analyst

May 2014

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@cathymcknight  |@sliewehr  |  @just_clarity  |  #JBoye14   2  

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§  A bit about Digital Clarity Group §  Changing landscape of consumer

expectations §  Strategic inflections §  Customer Experience Management

Imperative §  Some inconvenient truths §  Finding the right team §  Things to remember

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Our afternoon together

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§  Industry experts with a common frustration

§  Lack of clarity in the market – Over-focus on technology

– Myopic categorization

– Esoteric models

§  Fortitude, experience and reputations to build a better answer for the market

4  

Our story Read our story: http://www.digitalclaritygroup.com/blog/one-year-later-now-with-a-little-more-clarity/  

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DCG helps business leaders navigate the digital transformation and create competitive advantage from disruption. 

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   5  

About Digital Clarity Group

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Custo er Ex ience Management

Our focus

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§  Web content management, web experience management

§  eCommerce

§  Social media management

§  CRM and social sales

§  Marketing automation

§  Personalization, profiling, and targeting

§  Globalization and localization

§  Communities and collaboration

§  Email and campaign management

§  Listening and monitoring

§  Web and behavioral analytics

§  Big and small data

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Focus areas

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   8  

The ideal…

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   9  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   10  

The reality...

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   11  

You can’t buy that

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   12  

“A customer’s holistic perception of a company and its offerings based on all of the customer’s interactions with the company…”

Customer Experience

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   13  

“Brands that view the consumer empowerment phenomenon as an opportunity will win.”

What I used to counsel…

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   14  

“Brands that view the consumer empowerment phenomenon as an opportunity will win.”

…what I say now.

don’t ⌃

die

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June 28, 2007

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   15  

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In 5 years or less . . .

§  100,000,000 iPads (2.5 yrs., pre mini)

§  1,000,000,000 facebook users

§  2,000,000,000 smart phones by 2016

§  102,000,000,000 apps downloaded 2013

§  16 years of Angry Birds every hour

§  RIM and Nokia flailing

§  Apple and Google respected IT suppliers

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   16  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   17  

2020

Can you imagine??

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Ubiquitous access to knowledge

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #DigitalPulse   20  

Their megaphone is massive

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21  @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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22  @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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Strategic Inflections

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Grove’s strategic inflection point

Source:  Based  on  Andy  Grove,  Only  the  Paranoid  Survive,  1996  

Business success

STATUS QUO

Business failure

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The “dissonance gap”

   

STATUS

QUO

Marks the divergence between “business as usual” and what you should be doing to accommodate and leverage the new paradigm.

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Grove says that strategic inflections can come from anywhere: “new technologies, new competition, new regulations, new customer values and habits,” etc. – anything that has a significant impact on the business itself or the industry as a whole.

26  

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customer

27  

Enter customer experience

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Great, another acronym…

28  

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CXM or

CEM 29  

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The “CEM Imperative”

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“It’s about rethinking the business with the consumer at the center and then aligning technology, analytics and organizational investments to support it.”

Stefan  Olander,  VP  of  Digital  Sport,  Nike  

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Who are our customers?

How do we get them to our [web]sites?

What do we want them to do?

How do we keep them from leaving?

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Who are our customers?

What do they need to do?

How can we help them do it?

…and be better than their other options?

From inside-out to outside-in

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So what does all this mean?

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Time to face some inconvenient truths

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CEM requires more than Marketing

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We must change the way we buy

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§  We identify all the shortcomings of our system (real and perceived)

§  We make a wish list to fit the design of our new presentation NOT our new process.

§  We get demos from vendors who show us all the new stuff to differentiate themselves.

Needs & Wish

List

Vendor New Stuff

All The Stuff Current Tech Doesn’t Do

How we buy technology

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The stuff we don’t understand

[We know] we’ll wait for Phase 2 on this

The reason we purchased the technology

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Needs & Wish

List

Vendor New Stuff

All The Stuff Current Tech Doesn’t Do

How we implement technology

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“Must-have’s” turn into Phase 2

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Sorry, it’s not easy. Stop pretending.

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Disappointment is on its way

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There’s no holy grail up-and-to-the-right

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Team determines fate, not tech

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   44  

Sneak  preview  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   45  

Guidance is necessary

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   46  

Remember this?

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What experience you trying to create?

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§  Defined goals, objectives, strategy, plan, metrics

§  Organizational alignment

§  Team (internal and external)

§  Technology

§  Content

§  More content

§  Governance

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   48  

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Scott’s Law: The more software you need, the less important it is to your overall success.

Think about it.

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Elements of a successful process

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   50  

Elements of a successful process

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§  Enabling technology?

§  Aligned philosophy?

§  Inspiring trajectory?

§  Partnership mentality?

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   51  

When considering software vendors

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§ Empathetic to your needs? – Do they get where you’re going?

§ Capable and fluent? – Can they guide you there?

§ Consistent and accountable?

§ Fit?

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   52  

When considering service providers

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

53  

8-step process

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§  Validate the need

§  Compile requirements

§  Determine focal needs

§  Shortlist technology

§  Shortlist service provider

§  Conduct onsite information exchange

§  Execute RFP process

§  Carry out POC

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   54  

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Helpful hints

Allow common sense to prevail

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Helpful hints

You have to be a good partner to get a good partner

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Helpful hints

RFPs full of boilerplate text will elicit responses with boilerplate text

-­‐Seth  GoSlieb  

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Helpful hints

You will be stuck in the "qualification" queue until you show signs of

intelligent life. -­‐Seth  GoSlieb  

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Scott Liewehr – President [email protected] @sliewehr | @just_clarity Cathy McKnight – Partner [email protected] @cathymcknight | @just_clarity