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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

J boye14 workshop CEM Imperative - the right team tools and tactics

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In the workshop, Digital Clarity Group's Cathy McKnight and Scott Liewehr explored the customer experience management (CEM) Imperative and how it impacts the enterprise within the firewall, and the need to shift from an “inside-out” to “outside-in” focus for how employees work in order to support and drive CEM for their organization. In the second part, they analyzed the technologies, skills, and processes that will help employees engage and collaborate, and how to evaluate, select, and assemble the team involved in executing the CEM strategy (internal resources, outside service providers, and vendors).

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

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   3  

About Digital Clarity Group

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   4  

The ideal…

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

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   6  

The reality...

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   7  

You can’t buy that

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

“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   9  

“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   10  

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

…what I say now.

don’t ⌃

die

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Who’s afraid of disruption?

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

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12  

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

“Extinction is the rule. Survival is the exception.” - Carl Sagan

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“You may hate gravity, but gravity does not care.”

- Clayton Christensen @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

14  

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

A “perfect storm” of disruption?

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June 28, 2007

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

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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   17  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   18  

2020

Can you imagine??

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   19  

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20  

Ubiquitous access to knowledge

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #DigitalPulse   21  

Their megaphone is massive

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Mobile annihilates time and space

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

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Ubiquity negates scarcity

Immediate access = no waiting

Multiple devices = never without

Transparent storage = always accessible

Pervasive search and findability = no looking

“Sentient” controls = no intermediary

23  @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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A cycle of ubiquitous content consumption

24  @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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25  @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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26  @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

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customer

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   27  

Enter customer experience

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How you think of consumers

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   28  

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How you should think of consumers

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   29  hFp://www.thenaKonal.ae/lifestyle/web-­‐goes-­‐truly-­‐worldwide-­‐with-­‐smartphones  

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Ubiquity = simultaneity

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   30  

hFp://www.designboom.com/technology/  

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Great, another acronym… @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   31  

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CXM or

CEM @cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   32  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   33  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   34  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  35  

§  Improved loyalty and retention

§ Lower cost-to-serve

§  Increased revenues

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   36  

The “CEM Imperative”

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   37  

“It’s about rethinking the business with the consumer at the centre 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 come to our sites?

What do we want them to do there?

How do we keep them from leaving?

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   38  

Who are our customers?

What do they need to do?

How can we help them do it?

. . . and better than their options?

From inside-out to outside-in

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§ Customers

§ Objectives

§ Actions

§ Technology

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   39  

Going outside? Take a COAT

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   40  

Without a platform to manage every interaction with consumers, a company has no

spine.

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   41  

Evolution of WCM

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Geoffrey Moore suggested a different way of looking at the creation, optimization, and delivery of content with his notion of Systems of Engagement (SoE).

@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   42  

Systems of Record

Systems of Engagement Create

effectiveness; Touch people

Create efficiencies; Host processes

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   43  

Focus on content

Web

Software categories

Incidental to business

From Focus on consumer of content

Touch points of content consumption

Comprehensive system

Central to business / THE point of business

To

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

CEM is complex

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

Guidance is necessary

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

Sneak  preview  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   47  

Break time!!

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

Want the report?

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   49  

Remember this?

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

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   51  

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

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   53  

Elements of a successful process

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§  Enabling technology?

§  Aligned philosophy?

§  Inspiring trajectory?

§  Partnership mentality?

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

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   55  

When considering service providers

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14  

56  

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   57  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   58  

Helpful hints

Allow common sense to prevail

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   59  

Helpful hints

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

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   60  

Helpful hints

RFPs full of boilerplate text will elicit responses with boilerplate text

-­‐Seth  GoFlieb  

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@cathymcknight  |  @sliewehr  |  @just_clarity  |  #JBoye14   61  

Helpful hints

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

intelligent life. -­‐Seth  GoFlieb  

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

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@sliewehr  |  @just_clarity  |  #DigitalPulse   63  

Want the report?