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© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
1 #evolve19
VALUE REALIZATION
FRAMEWORK
Unlocking the Power of the Adobe Cloud
Jay Mellman
VP, Account and Market Strategy
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
2
#evolve19
EPSILON HAS STRONG CREDENTIALS IN THE
ADOBE MARKET
Epsilon Adobe Credentials Epsilon Delivers Broad Services Major Activity with Adobe
Overall:
• 10-year partnership
• One of 10 Global Adobe partners
• Certified across all components of
Adobe Experience Cloud.
• 50+ Experience Manager projects
• 50+ Campaign projects
• 60+ Analytics projects
• 30+ Target projects
• 25+ Audience Manager projects
• 400 Adobe technology specialists
for 24/7 support
• Certified Adobe Amplify solution
(AEC+ Agility Loyalty)
Marketing
data
Behavioral and
Transactional info on
190M+ Consumers
Insights &
strategy
Discovery, assessment,
strategy, and planning
Marketing
technology
Digital experience, loyalty,
email & database management
Creative
services
Full agency
services
Media
Reach
Turnkey
digital media
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
3
#evolve19
WE BELIEVE IN ADOBE AS THE LEADING PLATFORM FOR
MARKETING
1 3
2 4
5
WE BUY INTO
THEIR VISION
WE FOCUS WHERE
THEY FOCUS
WE SHARE
CUSTOMERS
LONG AND VALUABLE
RELATIONSHIP
WE SUPPORT THEIR
ENTIRE STACK
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
4
#evolve19
“I’m going to buy the software. Once I understand the capabilities of the
software, then I’m going to build the processes and strategies around
that.”
Inside out
“We’re think we’re going to standardize on Adobe – then we’ll have a
consistent toolset and a common approach across marketing and our
brands.”
Top down
“We stood it up the software and got things deployed. But we’ve hit a
wall and no one is using the software.”We’re just stuck
“We’re just focused on getting this solution to work.” or
“IT isn’t helping marketing with its job.”
Just make it work
better
WHAT WE HEAR FROM OUR CLIENTS
MAJOR USE CASES
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
5
#evolve19
THE PROBLEMS WE SEE ARE ENDEMIC
5
03
Integrators over-implementing
without regard for use or outcomes
04
Collisions between teams and
brands without focus on consumers
05
Internal IT not used to pace and
scale of digital marketing
01
Too much software, not enough use,
no return on investment
02
Vendors sold enterprise licenses
and now getting pushback
06
Lack of focus on data, data
management, and data activation
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
6
#evolve19
THE ELEMENTS OF THE EPSILON VRF APPROACH
The right
measurement
framework
aligned to goals
and KPI’s
The right
organizational
structures to
drive superior
customer
experiences
The right data
that flows
seamlessly
Enough
technology to
meet the needs at
a given point in
time
A stepwise
approach that
optimizes people,
process, data and
software for
measurable
impact
An organization-
wide roadmap
and business
case that guides
activities near- and
long-term
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
7
#evolve19
BE BOTH MARKETERS AND TECHNOLOGISTS
Measurement
Organization structure
Appropriate data
Enough technology
Incremental wins
Roadmap and business
case
Mesh top-down
with bottom-up
Take a
deliberate step-
wise approach
Apply the
technology –
don’t let
technology lead
VRF Elements
Focus on
marketing
outcomes – at
each stage
Making VRF Work
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
8
#evolve19
HOW WE APPROACH ENGAGEMENTS
Incremental Work PackagesStructured Cross-Discipline Discovery
Data Rationalization Analysis Adobe Project Scaffolding
Simultaneous Roadmapping
Org and Process Analysis
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
9
#evolve19
SAMPLE ENGAGEMENTS
APPLYING THE VRF PRECEPTS
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
10
#evolve19
• Problems
• Multiple lines of business with different customer interaction
• Internal team collisions
• IT stuck in integration hell
• VRF Approach
• Act as neutral referee across key stakeholders
• Align around “market in” rather than “systems out”
• Impact
• CX is now the primary prioritization guide
• Dramatic improvements in NPS and cross-sell
VRF IN PRACTICE
FORTUNE 250 FINANCIAL INSTITUTION
10
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
11
#evolve19
• Problems
• Digitally-savvy consumers demand consistent information
• Recognized need to evolve from silos and divisional control
• Time-consuming and costly reliance on agencies for content
• VRF Approach
• Partner with champion to extend new strategic marketing
vision
• Demonstrate world-class CX built on 360° customer view
• Impact
• Executive commitment to vision based on “Proof of Concept”
• Significant reductions in time-to-market, agency spend, and
rework
VRF IN PRACTICE
TOP 5 PHARMACEUTICAL FIRM WANTS CX LEADERSHIP AND
AGILITY
11
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
12
#evolve19
• Problems
• Multi-brand company lacking consistent engagement with
sales and customers
• Market confusion due to brands with differing levels of
maturity
• Tremendous pressure on costs
• VRF Approach
• Reengaged client with incremental approach across people,
process, and technology
• Broadened stakeholder base to avoid “change-order
mentality”
• Impact
• Project regaining momentum and lost time-to-market
• IT team gaining internal credibility with business units
VRF IN PRACTICE
LOSS AND WIN-BACK FROM TOP-TIER INTEGRATOR
12
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
13
#evolve19
• Problems
• Client issued RFP for CRM system
• Focused heavily on technology, not the customer
experience
• VRF Approach
• Reframe discussion away from feature/function toward
customer engagement
• Top-down CX blended with tools and team capabilities
• Impact
• Using proposal to guide new sets of KPI’s and activities at
each level of the organization
• Identified organizational gaps and team capabilities
VRF IN PRACTICE
WORKS EVEN BEFORE WE TOUCH THE SOFTWARE
13
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
14
#evolve19
THE HOME STRETCH
BENEFITS OF THINKING BEYOND THE SOFTWARE
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
15
#evolve19
Establishes appropriate
balance between people,
processes and
technology
Delivers proof points and
internal selling tools
throughout an
engagement
Ensures that data
informs decision points
and flows seamlessly and
appropriately
Delivers marketing
transformation and
market impact
CLIENT BENEFITS OF VRF
UNLOCKING THE POWER OF THE TECHNOLOGY
Leverages broader
experience and
expertise
across marketing
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
16
#evolve19
VRF HAS ENABLED NEW SOLUTIONS AROUND
ADOBE
Adobe Experience Cloud™
Adobe Creative Cloud™
MULTICLOUD ORCHESTRATION
Driving content velocity and rightsizing
across creation and use
INTEGRATED AMPLIFY™ LOYALTY
Driving lifetime relationships by managing
customer engagement over time
UNITE™
Managing identity through advanced
data and data management
VIEW 24/7™
Driving actionable insights from
proprietary data and analytics
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
17
#evolve19
THE TAKEAWAYS: MAKING VRF WORK
17
Focus on
marketing
outcomes – at
each stage
Mesh top-down
with bottom-up
Take a deliberate
step-wise
approach
Apply the
technology –
don’t let
technology lead
© 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential
All names and logos are trademarks or registered trademarks of their respective owners.
18 #evolve19
THANK YOU!

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Evolve 19 | Jay Mellman | Ensuring MarTech Gets the Job Done – Epsilon’s Value Realization Framework in Action

  • 1. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 1 #evolve19 VALUE REALIZATION FRAMEWORK Unlocking the Power of the Adobe Cloud Jay Mellman VP, Account and Market Strategy
  • 2. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 2 #evolve19 EPSILON HAS STRONG CREDENTIALS IN THE ADOBE MARKET Epsilon Adobe Credentials Epsilon Delivers Broad Services Major Activity with Adobe Overall: • 10-year partnership • One of 10 Global Adobe partners • Certified across all components of Adobe Experience Cloud. • 50+ Experience Manager projects • 50+ Campaign projects • 60+ Analytics projects • 30+ Target projects • 25+ Audience Manager projects • 400 Adobe technology specialists for 24/7 support • Certified Adobe Amplify solution (AEC+ Agility Loyalty) Marketing data Behavioral and Transactional info on 190M+ Consumers Insights & strategy Discovery, assessment, strategy, and planning Marketing technology Digital experience, loyalty, email & database management Creative services Full agency services Media Reach Turnkey digital media
  • 3. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 3 #evolve19 WE BELIEVE IN ADOBE AS THE LEADING PLATFORM FOR MARKETING 1 3 2 4 5 WE BUY INTO THEIR VISION WE FOCUS WHERE THEY FOCUS WE SHARE CUSTOMERS LONG AND VALUABLE RELATIONSHIP WE SUPPORT THEIR ENTIRE STACK
  • 4. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 4 #evolve19 “I’m going to buy the software. Once I understand the capabilities of the software, then I’m going to build the processes and strategies around that.” Inside out “We’re think we’re going to standardize on Adobe – then we’ll have a consistent toolset and a common approach across marketing and our brands.” Top down “We stood it up the software and got things deployed. But we’ve hit a wall and no one is using the software.”We’re just stuck “We’re just focused on getting this solution to work.” or “IT isn’t helping marketing with its job.” Just make it work better WHAT WE HEAR FROM OUR CLIENTS MAJOR USE CASES
  • 5. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 5 #evolve19 THE PROBLEMS WE SEE ARE ENDEMIC 5 03 Integrators over-implementing without regard for use or outcomes 04 Collisions between teams and brands without focus on consumers 05 Internal IT not used to pace and scale of digital marketing 01 Too much software, not enough use, no return on investment 02 Vendors sold enterprise licenses and now getting pushback 06 Lack of focus on data, data management, and data activation
  • 6. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 6 #evolve19 THE ELEMENTS OF THE EPSILON VRF APPROACH The right measurement framework aligned to goals and KPI’s The right organizational structures to drive superior customer experiences The right data that flows seamlessly Enough technology to meet the needs at a given point in time A stepwise approach that optimizes people, process, data and software for measurable impact An organization- wide roadmap and business case that guides activities near- and long-term
  • 7. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 7 #evolve19 BE BOTH MARKETERS AND TECHNOLOGISTS Measurement Organization structure Appropriate data Enough technology Incremental wins Roadmap and business case Mesh top-down with bottom-up Take a deliberate step- wise approach Apply the technology – don’t let technology lead VRF Elements Focus on marketing outcomes – at each stage Making VRF Work
  • 8. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 8 #evolve19 HOW WE APPROACH ENGAGEMENTS Incremental Work PackagesStructured Cross-Discipline Discovery Data Rationalization Analysis Adobe Project Scaffolding Simultaneous Roadmapping Org and Process Analysis
  • 9. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 9 #evolve19 SAMPLE ENGAGEMENTS APPLYING THE VRF PRECEPTS
  • 10. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 10 #evolve19 • Problems • Multiple lines of business with different customer interaction • Internal team collisions • IT stuck in integration hell • VRF Approach • Act as neutral referee across key stakeholders • Align around “market in” rather than “systems out” • Impact • CX is now the primary prioritization guide • Dramatic improvements in NPS and cross-sell VRF IN PRACTICE FORTUNE 250 FINANCIAL INSTITUTION 10
  • 11. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 11 #evolve19 • Problems • Digitally-savvy consumers demand consistent information • Recognized need to evolve from silos and divisional control • Time-consuming and costly reliance on agencies for content • VRF Approach • Partner with champion to extend new strategic marketing vision • Demonstrate world-class CX built on 360° customer view • Impact • Executive commitment to vision based on “Proof of Concept” • Significant reductions in time-to-market, agency spend, and rework VRF IN PRACTICE TOP 5 PHARMACEUTICAL FIRM WANTS CX LEADERSHIP AND AGILITY 11
  • 12. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 12 #evolve19 • Problems • Multi-brand company lacking consistent engagement with sales and customers • Market confusion due to brands with differing levels of maturity • Tremendous pressure on costs • VRF Approach • Reengaged client with incremental approach across people, process, and technology • Broadened stakeholder base to avoid “change-order mentality” • Impact • Project regaining momentum and lost time-to-market • IT team gaining internal credibility with business units VRF IN PRACTICE LOSS AND WIN-BACK FROM TOP-TIER INTEGRATOR 12
  • 13. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 13 #evolve19 • Problems • Client issued RFP for CRM system • Focused heavily on technology, not the customer experience • VRF Approach • Reframe discussion away from feature/function toward customer engagement • Top-down CX blended with tools and team capabilities • Impact • Using proposal to guide new sets of KPI’s and activities at each level of the organization • Identified organizational gaps and team capabilities VRF IN PRACTICE WORKS EVEN BEFORE WE TOUCH THE SOFTWARE 13
  • 14. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 14 #evolve19 THE HOME STRETCH BENEFITS OF THINKING BEYOND THE SOFTWARE
  • 15. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 15 #evolve19 Establishes appropriate balance between people, processes and technology Delivers proof points and internal selling tools throughout an engagement Ensures that data informs decision points and flows seamlessly and appropriately Delivers marketing transformation and market impact CLIENT BENEFITS OF VRF UNLOCKING THE POWER OF THE TECHNOLOGY Leverages broader experience and expertise across marketing
  • 16. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 16 #evolve19 VRF HAS ENABLED NEW SOLUTIONS AROUND ADOBE Adobe Experience Cloud™ Adobe Creative Cloud™ MULTICLOUD ORCHESTRATION Driving content velocity and rightsizing across creation and use INTEGRATED AMPLIFY™ LOYALTY Driving lifetime relationships by managing customer engagement over time UNITE™ Managing identity through advanced data and data management VIEW 24/7™ Driving actionable insights from proprietary data and analytics
  • 17. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 17 #evolve19 THE TAKEAWAYS: MAKING VRF WORK 17 Focus on marketing outcomes – at each stage Mesh top-down with bottom-up Take a deliberate step-wise approach Apply the technology – don’t let technology lead
  • 18. © 2019 Epsilon Data Management, LLC. All rights reserved. Proprietary and confidential All names and logos are trademarks or registered trademarks of their respective owners. 18 #evolve19 THANK YOU!

Editor's Notes

  1. The cost of failure Too slow to market (e.g. FedEx losing out shipping to Amazon and others) Low ROMI (e.g. less profitability, lower share price) Higher agency and consultant spend (e.g. lower profitability, slower to market) Reliance on internal heroics (e.g. low morale, higher turnover)
  2. Too much software, not enough use, no return on investment Vendors selling enterprise licenses and now getting pushback Integrators over-implementing without regard for use or outcomes Internal collisions between teams and brands without centering on consumers Internal IT not used to pace and scale of digital marketing and front office
  3. Each client organization is unique Discovery is both top-down and bottom-up We align to desired outcomes and KPI’s We aim for incremental wins and milestones
  4. Establishes appropriate balance between people, processes, and technology. Get the balance right or the technology sits on the shelf. We love technology but know it’s an enabler Delivers proof points throughout an engagement. We think and operate incrementally within a strategic context. We think about impact not about getting signoff. Leverages Epsilon’s broader experience and leadership across marketing. We are a full-service marketing agency We’re marketers and we know what clients are trying to do. Ensures that data informs decision points and flows seamlessly and appropriately across the organization We understand that proper use of data is the lifeblood of engagement Delivers proven marketing transformation and market impact. We work with leading marketing organizations across the spectrum. We’ve been there and done that!
  5. MCO/Content Velocity and Acceleration End-to-end Loyalty integration View 24/7 (data to analytics to strategy to microtargeting) Unite (2nd generation data-driven marketing process supported by technology)