A next best action pilot delivers data-driven marketing decisions directly into the customer journey. Using real-world examples, learn how you can maximize Customer Lifetime Value while providing a decision-centric, continuous improvement business architecture. Our proven decisions-first approach delivers the 5 elements of a powerful next best action platform: decision model, business rules, marketing analytics, impact analysis and continuous improvement. In large organizations with many stakeholders, our Global 500 clients have great success with a Next Best Action Pilot. The pilot demonstrates the value proposition to the business stakeholders, the analytic opportunities to the data science team and the technical agility and robustness to the IT team. A pilot is live in 8-10 weeks and readily extends to production and deployment – it’s not a throw away. Because the decision model defines data sources, technology choices and priority, next steps are clearly defined for all stakeholders.

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What is a Next Best Action Pilot?
▶Demonstrate the value of Next Best Action
▶Engage all your stakeholders
▶Identify and prove the technology involved
▶Develop a plan for implementation

2. @jamet123 #decisionmgt © 2018 Decision Management Solutions
What is a Next Best Action Pilot?
A Decision Management Solutions Express Webinar

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Your Goals
▶Demonstrate the value of Next Best Action
▶Engage all your stakeholders
▶Identify and prove the technology involved
▶Develop a plan for implementation

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This Webinar Will Help You
▶Build a shared vision at your company
▶See the steps that have helped others succeed

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A Pilot Is Key To Next Best Action Success
▶Engages business stakeholders
▶Demonstrates value to technical stakeholders
▶Creates a believable future state
▶Proves transparency, agility and control upgrade
▶Readily extends to production - not a throw away

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Develop a decision model
Develop rules and analytics
Deliver a working service
Deliver decision-centric dashboard
Next Best Action Pilot Plan

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For a Successful Pilot
Deliver These 5 Critical Elements
Decision Model Business Rules
Marketing
Analytics
Impact Analysis
Continuous
Improvement

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Engage Business Stakeholders
▶Decision Modeling is
▶Rapid
▶Engaging
▶Enlightening
▶Open
▶And business stakeholders love it!

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Demonstrate Technical Value
▶Persuade IT
▶Control
▶Integration
▶Persuade Analytics
▶Operationalization
▶Deployment options

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Show Future Operational Environment
▶From
▶One-Time Change
▶Deployment Risk
▶Lack of Control
▶To
▶Continuous Improvement
▶Incremental Change
▶Impact Analysis First

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Prove Transparency, Agility, Control
▶Help The Business
▶See decisions made
▶Determine business impact
▶Propose rule changes
▶Test and validate changes
▶Simulate impact
▶Make Changes

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Define A Path To Production
▶Reuse pilot components
▶Clear next steps
▶Complete the model
▶Integrate with production data
▶Test and learn
▶Agile, iterative development

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External Data
Big Data
Business
Rules
Continuous
Improvement
▶Customers use multiple
channels
▶A common service suggests
actions
▶Using business rules and
analytics/AI in combination
▶These are continuously
improved
▶Managed by a decision model
▶Automated with business
rules
▶Embedding analytics, AI
Analytics and
AI
The Destination:
Next Best Action Across All Channels

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SUMMARY
▶Benefits
▶Engages business stakeholders
▶Demonstrates value to technical
stakeholders
▶Creates a believable future state for
the organization
▶Proves transparency, agility and control
can be improved
▶Readily extends to production - not a
throw away
▶Schedule
▶10-12 week project
Decision Modeling Business Rules
Marketing
Analytics
Impact Analysis
Continuous
Improvement

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Thank You
▶More resources for success with
Customer Next Best Action
▶http://bit.ly/DMSCNBA
Decision Management Solutions works
with clients to improve their business
by applying business rules & analytic
technology to automate & improve
decisions.
We can help you pilot a custom next
best action solution for your business.

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Your Questions
▶ James Taylor, CEO
▶ james@decisionmanagementsolutions.com
▶ +1 650 400 3029
▶ @jamet123