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THE ONBOARDING EXPERIENCE
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James CapoChief Revenue Officer
Bettina LippischVP, Data Success
Tony NapoleoneVP, Client Success
The Omeda Experience
Your Dedicated Success Team
D I S C O V E RY > > O N B O A R D I N G > > S U C C E S S
T H E O M E D A E X P E R I E N C E20
Philip TaylorDirector, Data Operations
Harold WardDirector, Data Enablement
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The Omeda Experience
Our Proven Process
T H E O M E D A E X P E R I E N C E21
UnderstandListen to Your GoalsAnalyze You Data
Explore Current Set Up(s)
CaptureUse Cases
Customize Product OfferingsProvide Roadmap
ConfigureSolution(s) Set-up
Product Set-upDatabase Configuration
MigrateImport & Validate Your Data
TrainTeach your Team to Excel
LaunchLaunch your New Omeda
Product(s)
SALES
DATA SUCCESS &CLIENT SUCCESS
DiscoveryDATA SUCCESS
OnboardingDATA SUCCESS &CLIENT SERVICES
Training & Go Live
CLIENT SUCCESS
Optimization
SupportAccess to a dedicated Account
Success TeamAccess to Knowledge Hub
SuccessContinuously evolve with your Strategic Client Success Team
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The Data Success team guides the process.
O N B O A R D I N G E X P E R I E N C E5
What is the onboarding experience?
• It’s a conversation about your business.
• It’s a collaborative effort and information exchange.
• It’s a way to understand your use cases.
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What is involved in the onboarding process?
Gathering Requirements
FileSetup
Data Mapping & Loading
Data Correction & Unification
O N B O A R D I N G E X P E R I E N C E6
Step 1: Step 2: Step 3: Step 4:
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Step 1: Gathering Requirements
O N B O A R D I N G E X P E R I E N C E7
• The Onboarding Questionnaire
• Identifying Data Sources
• Obtaining the sources’ data dictionary
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Step 1: The Onboarding Questionnaire
O N B O A R D I N G E X P E R I E N C E8
What does the Onboarding Questionnaire answer?
• What products are associated with each publication?
• How is the data currently handled?
• What Omeda services will be activated?
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Step 1: Identifying Inbound Data Sources
O N B O A R D I N G E X P E R I E N C E9
What are the incoming data sources?
• Circulation
• ERP System
• CRM System
• Email Service Provider
• Internal Databases
• Internal Files
• Third-party platforms
A priority is set for the identified sources. Typically, the largest dataset or most readily available dataset receive priority.
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Step 1: The Data Dictionary
O N B O A R D I N G E X P E R I E N C E10
How does the data dictionary help the process?
• The data dictionary is a catalog of all the data in the source system. This is a guide to understanding and unifying the data within the Omeda system.
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Step 2: File Setup
O N B O A R D I N G E X P E R I E N C E11
The database setup begins. Including creating:
• Products
• Demographics
• Behaviors
• Audience Builder
• Omail
• Dragon Webpages
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Step 3: Data Mapping and Loading
O N B O A R D I N G E X P E R I E N C E12
• Map the data
• Load the data
• Balance the results
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Step 3: Data Mapping
O N B O A R D I N G E X P E R I E N C E13
Data at the brand/organization level:
• Demographics
• Products
• Behaviors
• Email Deployments
Data at the customer level:• Name, Title
• Address, Email, Phone
• Orders, Subscriptions, Transactions
• Events, Shows, White Papers
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Step 3: Data Loading
O N B O A R D I N G E X P E R I E N C E14
The Data Success team will:
• Parse the source data set.
• Map the source data to target Omeda data elements
• Execute business rule transformations
• Insert the data into your Omeda environment
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Step 4: Data Correction and Unification
O N B O A R D I N G E X P E R I E N C E15
The Data Success team will:
• Analyze the conversion results.
• Investigate any discrepancies.
• Repair and resolve any issues.
• Request client’s approval of the conversion.
| O N B O A R D I N G E X P E R I E N C E16
Digital
Events
Research
Content MKT
Social
Apps
3rd PartyPartners
Audience
Questions?
