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1© Cloudera, Inc. All rights reserved.
Using Big Data to Transform
your Customer Experience
2© Cloudera, Inc. All rights reserved.
Today’s Presenters
Dave Shuman
Consumer Products and Retail Expert, Cloudera
Russ Cosentino
Co-founder & VP, Channels, Zoomdata
Jennifer Benito
Data Intelligence Practice Consultant, Trace3
3© Cloudera, Inc. All rights reserved.
Agenda
▪ Introduction to Customer Insights Solutions
▪ Overview of Cloudera and Zoomdata Customer Insights Offering
▪ Cloudera Zoomdata Demo
▪ Introduction to Trace3 Customer Insights Expertise and Offering
▪ BONUS offer at the end from Trace3 to listeners
4© Cloudera, Inc. All rights reserved.
Survey Results from 1st Webinar
5© Cloudera, Inc. All rights reserved.
Customer Insights Solution
Customer Insights Benefits
Drive Customer Loyalty
Single Version of the Truth
Grow The Business
Fastest Visual Analytics for Big Data
Interactive experience for business users
Deliver a single view of the truth
Modern Platform for Data Management
Aggregate Data from multiple sources
Support Expansive User Community
Identify most profitable customers
Stop Customer Churn
Targeted marketing campaign
6© Cloudera, Inc. All rights reserved.
• Understand Customer Behavior and
Patterns to gain better insight
• Enable event based triggers and alerts
for key inbound actions
• Enable deeper segmentation and sub-
segmentation for understanding and
valuing the customer
• Develop the Lifetime Profitability
estimate of customer
• Create valued offering by optimizing
and personalizing offers
Striving for a Complete Customer View
7© Cloudera, Inc. All rights reserved.
Customer experience
expectations are converging
on the brand, not channel
▪ Consistent across all channels and
lines of business
▪ Contextualized to present location
and circumstances
▪ Personalized to reflect preferences
and aspirations
▪ Relevant in the moment to their
needs and expectations
8© Cloudera, Inc. All rights reserved.
Key Challenges in Delivering Customer Insights
DATA SILOS DATA VOLUMES
NEW DATA SOURCES COSTS OF DATA PROCESSING
• Multiple Data Silos
• Often store overlapping and
conflicting info
• Issue compounded with
multiple business units
Care
Product Catalog
CRM
Ordering
Billing
Legacy
Enterprise
Inventory
OSS
Network
Customer Care
Product Catalog
Ordering
Billing
CRM
Legacy
Enterprise
Inventory
Supply Chain
PoS
• Data growing at ~100% YoY
• Capturing new sources of
insights and customer
interactions
Clickstream Location/ GPS
Call center
Records
Social Media
• Semi/ Un-Structured Data
Sources
• Streaming/ Real-time data
• Critical for building a
complete view
• Cost prohibitive
• $30,000 and $100,000 (USD)
per TB – Cost of storing data
in relational database
systems per year
9© Cloudera, Inc. All rights reserved.
Example Data Sources for Customer Insights
Digital/Mobile
Digital Media
• Teradata Aprimo
• IBM Unica
• Oracle Eloqua
• X+1
Web Logs
• Microsoft IIS
• Apache
• nginx
• Google GWS
Clickstream/UX
• Adobe Omniture
• IBM Coremetrics
• IBM Tealeaf
• Google Analytics
Premium
• Webtrends
Mobile Application
SMS
Transaction CRM/Call Center Demographics Loyalty/Retention Social
Retail
Mobile
Web
Channel
Distributor
Bot
Call Center
Indirect
Kiosk
Embedded Commerce
Service
Billing
Customer Lifecycle
• Acquisition
• Churn
• Cross-Sell
• Upsell
CRM
• MS Dynamics
• Oracle/Siebel
• Salesforce
• SAP
Online Chat
• Oracle RightNow
• Moxie Live Chat
• LivePerson
• Instant Service
• Oracle Live Help
• BoldChat
• Zendesk Zopim
• Kana Live Chat
IVR
• Avaya
• Cisco
• Nortel
• Nuance
Data Broker / Syndicate
• Acxiom
• CoreLogic
• Datalogix
• eBureau
• ID Analytics
• Intelius
• PeekYou
• Rapleaf
• Recorded Future
• IHS Polk
• Nielsen
• InfoScout
• Symphony IRI
• Gfk
Behavior
Loyalty
• Aimia
• Brierley+Partners
• Comarch
• Epsilon
• Kobie
• ICF Olson 1to1
• Merkle
• Clutch
• CrowdTwist
• DataCandy
• Deluxe
• Inte Q
• ICLP
Survey
• ABA
• Medallia
• Forsee
• Allegiance
• Walker Information
Direct
• Twitter
• Facebook
• Bazaarvoice
Listening/Management
• Sprinklr
• Crimson Hexagon
• Radian6
• Lithium
• Simply Measured
• Curalate
• Datasift
Voice of the Community
• CSAT
• NPS
10© Cloudera, Inc. All rights reserved.
Customer Insight Levels
Core Customer Profile
Interactions Transactions
11© Cloudera, Inc. All rights reserved.
Iteratively Building and Using a Customer Profile
A target in one use case model
(e.g.; likelihood to churn based
upon dissatisfaction)
Use cases deliver insights that
enable actions
Use cases deliver features that are
instantiated in the customer profile
Can be a feature in another use case /
model (e.g.; likelihood to accept offer
for retention)
Reducing time to value &
marginal time to next insight
Delivering immediate value
to the business
12© Cloudera, Inc. All rights reserved.
Zoomdata
13© Cloudera, Inc. All rights reserved.
About Zoomdata
• Fastest Visual Analytics For Big Data
• Founded 2012
• HQ Reston, VA & Silicon Valley
• Patents for streaming data visualization
• Voted #1 in Big Data Analytics (2016 Dressner)
•Deep integration with Cloudera
"There are many other BI tools that work with Cloudera, BUT
what’s so special about Zoomdata is that it integrates with all sub
systems in a unified way within the Cloudera stack”
– Amr Awadallah, CTO & Co-founder of Cloudera
Customers
Telco/ AdTech/Financial/Gov’t/Pharma/M&E…
© Cloudera, Inc. All rights reserved.
Data Velocity
Streaming data, real time analysis
Data Variety
Single version of truth
3 Trends Driving Customer Insights
Data Volume
Fast access to any data
201520102005
130
EXABYTES
1227
EXABYTES
7910
EXABYTES
24
365
7
15© Cloudera, Inc. All rights reserved.
Required Capabilities for Customer Insight
Unified Data Platform
Connect to all data across all channels
Security, Administration, Collaboration
Data Freshness & Time to Analytics
Real time/Historical updates
Access and analyze any data instantly
Empower All Users
Easy & intuitive UI (embedded)
Self-service analytics
Customer Insights Deployment
Customer Insights - Delivers Enterprise Value
Cloud or On-PremiseCloud or On-Premise
Improve
Customer
Satisfaction
Reduce
Churn
Targeted
Campaign
Admin API
Processing Pipeline
Fusion Caching
Smart
Connectors
CSI/NPS Data
Scores & Verbatims
Periodic Updates
Network/Log Data
Large Volumes
Real Time
Social Media
Multiple Sources
Streaming
Subscription Data
Secure
Periodic Updates
Analytics
Zoomdata ServerAnalytic Database
Impala
Kudu
Navigator Optimizer
Navigator
Audit, Lineage
Navigator
Encryption & Key Trustee
Hive on Spark
“Basic Hadoop”
17© Cloudera, Inc. All rights reserved.
Zoomdata Cloudera Demo
18© Cloudera, Inc. All rights reserved.
Customer Insights Use Cases
Solutions Use Cases Customers
Acquire & Retain Churn Analysis
Marketing Spend Analysis
Customer Lifetime Value
CrossSell & Upsell Next Best Offer
Smart Promotions
Basket Analysis
Improve Customer Experience Omni-Channel Optimization
Sentiment Analysis
Customer Care Analytics
19© Cloudera, Inc. All rights reserved.
Trace3
20© Cloudera, Inc. All rights reserved.
About Trace3
• Founded in 2002, HQ Irvine CA
• Locations in CA, WA , AZ, CO,UT, NY, NJ,
• 350 Employees
• 35 AWS Certifications
• 7:1 Tech to Sales Ratio
• Evolve Conference (May 17-19 Las Vegas)
http://evolvetechconference.com/
Premier provider of IT solutions and consultation services.
Consulting Expertise
• Data Visualization
• Analytics
• Platform Modernization
• Enterprise data management
Technical Expertise
• Develop, Implement,
Troubleshoot
• Hadoop Developers/Engineers
• Hadoop Admin/DevOps
21© Cloudera, Inc. All rights reserved.
Data Intelligence Team
Strategy
Certified
Vertical Expertise
Visualize
Create
Communicate
Plan
Design
Modernize
Data Consultant Data Visualization Data Architects Data Engineers
Deliver
Build
Optimize
22© Cloudera, Inc. All rights reserved.
Trace3 Customer Insights Strategy
Helping businesses make decision 100% based on data.
34
21
Strategy/Roadmap
Develop strategies to meet customer
needs including product, services and
infrastructure roadmaps
Execution
Providing industry leading people
and solutions to realize the business
strategy
Business Drivers
Exploring business opportunities
that result from customer needs
Customer Needs
Understanding and anticipating
customer needs using data and
analytics
23© Cloudera, Inc. All rights reserved.
Customer
• 3500 stores
• 5 Brands
Problem
• Beginning of their Customer 360 journey. Needed to
understand the client experience across all brands
Solution
• Delivered a solution to load and cleanse all customer and
transaction data
• Identified behavior and sentiment KPI’s to be measured
Data
• Omniture, Customer Loyalty, Customer Demographics
Result
• Gain better insight into customer experience
Customer Case Study- Large Clothing Retailer
24© Cloudera, Inc. All rights reserved.
Customer Insights Workshop
▪ 4 week engagement
▪ Cloudera and Zoomdata consultancy & expertise
▪ Cloudera Zoomdata installation
▪ Understand your customers
▪ Understand your pain points, challenges
▪ Deliver data-driven solution
▪ New or existing projects
We discover. We engage. We execute.
http://info.trace3.com/cloudera-zoomdata-customer-insights
25© Cloudera, Inc. All rights reserved.
Customer Insights Workshop- Program Details
Stage 2 – Discover
•Data ingestion, design patterns
•Client-specific visualization needs
•Data quality
Stage 2 – Engage
•Technology implementation
•Cloudera EDH
•Zoomdata Visual Analytics
Stage 3 – Execute
•Architectural design
•Long term plan
•Next Steps
Align your team & technologies with company goals
26© Cloudera, Inc. All rights reserved.
Free 4 hour workshop
• Discuss your current data usage, plans, strategy
• Discuss current state of the Big Data landscape, architectures and technologies
• Deep dive on Customer Insights use cases and case studies
• Understand business and technical goals
• Discuss internal challenges (i.e., technical, political, and cultural)
The first 20 people to respond “Yes” will get a FREE 4-hour
Discovery workshop
27© Cloudera, Inc. All rights reserved.
Questions?
Sign up for
Customer Insights WorkshopContact us for a demo Sign up for free trials
DataIntelligence@Trace3.com
http://info.trace3.com/cloudera-zoomdata-customer-insights

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Transform Customer Experience with Big Data - Part 2



  • 1. 1© Cloudera, Inc. All rights reserved. Using Big Data to Transform your Customer Experience
  • 2. 2© Cloudera, Inc. All rights reserved. Today’s Presenters Dave Shuman Consumer Products and Retail Expert, Cloudera Russ Cosentino Co-founder & VP, Channels, Zoomdata Jennifer Benito Data Intelligence Practice Consultant, Trace3
  • 3. 3© Cloudera, Inc. All rights reserved. Agenda ▪ Introduction to Customer Insights Solutions ▪ Overview of Cloudera and Zoomdata Customer Insights Offering ▪ Cloudera Zoomdata Demo ▪ Introduction to Trace3 Customer Insights Expertise and Offering ▪ BONUS offer at the end from Trace3 to listeners
  • 4. 4© Cloudera, Inc. All rights reserved. Survey Results from 1st Webinar
  • 5. 5© Cloudera, Inc. All rights reserved. Customer Insights Solution Customer Insights Benefits Drive Customer Loyalty Single Version of the Truth Grow The Business Fastest Visual Analytics for Big Data Interactive experience for business users Deliver a single view of the truth Modern Platform for Data Management Aggregate Data from multiple sources Support Expansive User Community Identify most profitable customers Stop Customer Churn Targeted marketing campaign
  • 6. 6© Cloudera, Inc. All rights reserved. • Understand Customer Behavior and Patterns to gain better insight • Enable event based triggers and alerts for key inbound actions • Enable deeper segmentation and sub- segmentation for understanding and valuing the customer • Develop the Lifetime Profitability estimate of customer • Create valued offering by optimizing and personalizing offers Striving for a Complete Customer View
  • 7. 7© Cloudera, Inc. All rights reserved. Customer experience expectations are converging on the brand, not channel ▪ Consistent across all channels and lines of business ▪ Contextualized to present location and circumstances ▪ Personalized to reflect preferences and aspirations ▪ Relevant in the moment to their needs and expectations
  • 8. 8© Cloudera, Inc. All rights reserved. Key Challenges in Delivering Customer Insights DATA SILOS DATA VOLUMES NEW DATA SOURCES COSTS OF DATA PROCESSING • Multiple Data Silos • Often store overlapping and conflicting info • Issue compounded with multiple business units Care Product Catalog CRM Ordering Billing Legacy Enterprise Inventory OSS Network Customer Care Product Catalog Ordering Billing CRM Legacy Enterprise Inventory Supply Chain PoS • Data growing at ~100% YoY • Capturing new sources of insights and customer interactions Clickstream Location/ GPS Call center Records Social Media • Semi/ Un-Structured Data Sources • Streaming/ Real-time data • Critical for building a complete view • Cost prohibitive • $30,000 and $100,000 (USD) per TB – Cost of storing data in relational database systems per year
  • 9. 9© Cloudera, Inc. All rights reserved. Example Data Sources for Customer Insights Digital/Mobile Digital Media • Teradata Aprimo • IBM Unica • Oracle Eloqua • X+1 Web Logs • Microsoft IIS • Apache • nginx • Google GWS Clickstream/UX • Adobe Omniture • IBM Coremetrics • IBM Tealeaf • Google Analytics Premium • Webtrends Mobile Application SMS Transaction CRM/Call Center Demographics Loyalty/Retention Social Retail Mobile Web Channel Distributor Bot Call Center Indirect Kiosk Embedded Commerce Service Billing Customer Lifecycle • Acquisition • Churn • Cross-Sell • Upsell CRM • MS Dynamics • Oracle/Siebel • Salesforce • SAP Online Chat • Oracle RightNow • Moxie Live Chat • LivePerson • Instant Service • Oracle Live Help • BoldChat • Zendesk Zopim • Kana Live Chat IVR • Avaya • Cisco • Nortel • Nuance Data Broker / Syndicate • Acxiom • CoreLogic • Datalogix • eBureau • ID Analytics • Intelius • PeekYou • Rapleaf • Recorded Future • IHS Polk • Nielsen • InfoScout • Symphony IRI • Gfk Behavior Loyalty • Aimia • Brierley+Partners • Comarch • Epsilon • Kobie • ICF Olson 1to1 • Merkle • Clutch • CrowdTwist • DataCandy • Deluxe • Inte Q • ICLP Survey • ABA • Medallia • Forsee • Allegiance • Walker Information Direct • Twitter • Facebook • Bazaarvoice Listening/Management • Sprinklr • Crimson Hexagon • Radian6 • Lithium • Simply Measured • Curalate • Datasift Voice of the Community • CSAT • NPS
  • 10. 10© Cloudera, Inc. All rights reserved. Customer Insight Levels Core Customer Profile Interactions Transactions
  • 11. 11© Cloudera, Inc. All rights reserved. Iteratively Building and Using a Customer Profile A target in one use case model (e.g.; likelihood to churn based upon dissatisfaction) Use cases deliver insights that enable actions Use cases deliver features that are instantiated in the customer profile Can be a feature in another use case / model (e.g.; likelihood to accept offer for retention) Reducing time to value & marginal time to next insight Delivering immediate value to the business
  • 12. 12© Cloudera, Inc. All rights reserved. Zoomdata
  • 13. 13© Cloudera, Inc. All rights reserved. About Zoomdata • Fastest Visual Analytics For Big Data • Founded 2012 • HQ Reston, VA & Silicon Valley • Patents for streaming data visualization • Voted #1 in Big Data Analytics (2016 Dressner) •Deep integration with Cloudera "There are many other BI tools that work with Cloudera, BUT what’s so special about Zoomdata is that it integrates with all sub systems in a unified way within the Cloudera stack” – Amr Awadallah, CTO & Co-founder of Cloudera Customers Telco/ AdTech/Financial/Gov’t/Pharma/M&E…
  • 14. © Cloudera, Inc. All rights reserved. Data Velocity Streaming data, real time analysis Data Variety Single version of truth 3 Trends Driving Customer Insights Data Volume Fast access to any data 201520102005 130 EXABYTES 1227 EXABYTES 7910 EXABYTES 24 365 7
  • 15. 15© Cloudera, Inc. All rights reserved. Required Capabilities for Customer Insight Unified Data Platform Connect to all data across all channels Security, Administration, Collaboration Data Freshness & Time to Analytics Real time/Historical updates Access and analyze any data instantly Empower All Users Easy & intuitive UI (embedded) Self-service analytics
  • 16. Customer Insights Deployment Customer Insights - Delivers Enterprise Value Cloud or On-PremiseCloud or On-Premise Improve Customer Satisfaction Reduce Churn Targeted Campaign Admin API Processing Pipeline Fusion Caching Smart Connectors CSI/NPS Data Scores & Verbatims Periodic Updates Network/Log Data Large Volumes Real Time Social Media Multiple Sources Streaming Subscription Data Secure Periodic Updates Analytics Zoomdata ServerAnalytic Database Impala Kudu Navigator Optimizer Navigator Audit, Lineage Navigator Encryption & Key Trustee Hive on Spark “Basic Hadoop”
  • 17. 17© Cloudera, Inc. All rights reserved. Zoomdata Cloudera Demo
  • 18. 18© Cloudera, Inc. All rights reserved. Customer Insights Use Cases Solutions Use Cases Customers Acquire & Retain Churn Analysis Marketing Spend Analysis Customer Lifetime Value CrossSell & Upsell Next Best Offer Smart Promotions Basket Analysis Improve Customer Experience Omni-Channel Optimization Sentiment Analysis Customer Care Analytics
  • 19. 19© Cloudera, Inc. All rights reserved. Trace3
  • 20. 20© Cloudera, Inc. All rights reserved. About Trace3 • Founded in 2002, HQ Irvine CA • Locations in CA, WA , AZ, CO,UT, NY, NJ, • 350 Employees • 35 AWS Certifications • 7:1 Tech to Sales Ratio • Evolve Conference (May 17-19 Las Vegas) http://evolvetechconference.com/ Premier provider of IT solutions and consultation services. Consulting Expertise • Data Visualization • Analytics • Platform Modernization • Enterprise data management Technical Expertise • Develop, Implement, Troubleshoot • Hadoop Developers/Engineers • Hadoop Admin/DevOps
  • 21. 21© Cloudera, Inc. All rights reserved. Data Intelligence Team Strategy Certified Vertical Expertise Visualize Create Communicate Plan Design Modernize Data Consultant Data Visualization Data Architects Data Engineers Deliver Build Optimize
  • 22. 22© Cloudera, Inc. All rights reserved. Trace3 Customer Insights Strategy Helping businesses make decision 100% based on data. 34 21 Strategy/Roadmap Develop strategies to meet customer needs including product, services and infrastructure roadmaps Execution Providing industry leading people and solutions to realize the business strategy Business Drivers Exploring business opportunities that result from customer needs Customer Needs Understanding and anticipating customer needs using data and analytics
  • 23. 23© Cloudera, Inc. All rights reserved. Customer • 3500 stores • 5 Brands Problem • Beginning of their Customer 360 journey. Needed to understand the client experience across all brands Solution • Delivered a solution to load and cleanse all customer and transaction data • Identified behavior and sentiment KPI’s to be measured Data • Omniture, Customer Loyalty, Customer Demographics Result • Gain better insight into customer experience Customer Case Study- Large Clothing Retailer
  • 24. 24© Cloudera, Inc. All rights reserved. Customer Insights Workshop ▪ 4 week engagement ▪ Cloudera and Zoomdata consultancy & expertise ▪ Cloudera Zoomdata installation ▪ Understand your customers ▪ Understand your pain points, challenges ▪ Deliver data-driven solution ▪ New or existing projects We discover. We engage. We execute. http://info.trace3.com/cloudera-zoomdata-customer-insights
  • 25. 25© Cloudera, Inc. All rights reserved. Customer Insights Workshop- Program Details Stage 2 – Discover •Data ingestion, design patterns •Client-specific visualization needs •Data quality Stage 2 – Engage •Technology implementation •Cloudera EDH •Zoomdata Visual Analytics Stage 3 – Execute •Architectural design •Long term plan •Next Steps Align your team & technologies with company goals
  • 26. 26© Cloudera, Inc. All rights reserved. Free 4 hour workshop • Discuss your current data usage, plans, strategy • Discuss current state of the Big Data landscape, architectures and technologies • Deep dive on Customer Insights use cases and case studies • Understand business and technical goals • Discuss internal challenges (i.e., technical, political, and cultural) The first 20 people to respond “Yes” will get a FREE 4-hour Discovery workshop
  • 27. 27© Cloudera, Inc. All rights reserved. Questions? Sign up for Customer Insights WorkshopContact us for a demo Sign up for free trials DataIntelligence@Trace3.com http://info.trace3.com/cloudera-zoomdata-customer-insights