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Customer Journey
Graph Tour 2020 - Amsterdam
Jan Aertsen - Sr Director Services EMEA
1
Welcome
2
● Commercial Engineer
● 20+ years in IT of which
● 20+ years in data driven projects & analytics
● 10 years in system integrator
● 10 years in the wonderful world of startups
Personal:
1 wife, 2 kids, 1 dog, 7 drumsets
3
Introductions
Jan Aertsen
Sr Director PS EMEA
Please connect:
jan.aertsen@neo4j.com
linkedin.com/in/janaertsen/
4
Customer Journey
5
Problem
Consider
Decide
Release
Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Goals
“Know” our customers
through consistent engagement
Improve customer experiences
and outcomes
Effectively identify risk
and mitigate churn
Identify revenue growth
opportunities
6
Understand innovative
power of graph
Correctly and efficiently
apply graphs to business problem
Implement/adapt fast
and manage risks
Leverage software investment
1
2
3
4
7
Motivation of this Session
Accelerating Innovation
8
Evaluation
9-15 months
Adoption
15-24 months
Evaluation
9-15 weeks
Adoption
6-12 months
10 years of company experience
implementing graph solutions
● Introductions
● Defining your graph project
● Real life project experience
○ Master data management / Something 360
○ Knowledge graph
○ Network Management
○ Graph Analytics
● Conclusions
9
Agenda
Various
services
offerings
Shaping your project
10
11
Innovation Lab
Help companies accelerate innovation
through graph thinking
How we do it
Generate and prototype graph projects
together with customers and prospects
Format
3.5 day workshop, 2-3 Neo4j participants
Outcome
Provide a deep understanding of graph
thinking and the innovation opportunities of
adapting graph technology
12
Graph modeling session
Verify use case feasibility
How we do it
Interactive requirements whiteboarding and
brainstorm session
Format
0.5 day workshop, 1 expert modeler
Outcome
Validated graph modeling and graph access
scenarios. Understanding of use case
complexity
13
Reference project
Talk with expert(s) (SA, PM, … ) through
implementation of a similar use case
How we do it
Discussion and presentation
Format
1-2hr phone call
Outcome
Understand high level project set-up: T-shirt
sizing of your project, identifying typical
hurdles, identify skills/team needed,
architectural components.
14
Problem Consider Decide Release Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Innovation Lab
Modelling ession
Project Reference
Project 1:
Master Data Management
Something 360
15
MDM / 360
Customers
RELATIONAL
DB
Insurance
Policies
DOCUMENT
STORE
WIDE
COLUMN
STORE
Marketing
DB
DOCUMENT
STORE
Life
Insurance
RELATIONAL
DB
Car
Insurance
Internet/
Direct
Insurance
KEY VALUE
STORE
Connector
Apps and Systems
Real-Time
Queries
Combining
Disparate Data
Silos
Leverage Cross-
Silo Connections
Provide an
integrated view to
overcome
challenges of
legacy systems
17
Why Graph DB for MDM?
● Connect data from heterogeneous sources
○ connect data in movement
○ connect data at rest
● Agility
○ connect additional sources as needed
○ without strict schema 360 degree view is possible
○ without strict schema, alternatives can be modelled
● Lineage and traceability
○ tracking how/when/what data was loaded = graph
○ which can be stored with the data
● Intuitiveness
○ Connected data can be shared in the entire organisation
● Speed:
○ Access to MDM data with high performance 24x7 enabled
18
Problem Consider Decide Release Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Innovation Lab
Modelling session
Project Reference
Bootcamp
Proof of concept
Solution design
1919
Bootcamp
Accelerate graph learning to allow
Customers to evaluate graph technology
How we do it
Hands on training and prototyping
Format
5 day training/workshop and Q&A
Outcome
Technical team has overall understanding of
technical capabilities of Neo4j based on hands
on experience with the toolset.
2020
Proof of concept
Build a small, working solution, proving out a
select set of business requisites
How we do it
Clear scope, design and build
Format
Project
Outcome
Working solution (limited features)
Demo/presentation
Backlog and roadmap for further extensions
2121
Solution design WS
Requirements analysis and solution design
exercise for full graph solution
How we do it
Requirements collection, analysis, create
product backlog and solution architecture
Format
Workshop (typically 5 days but depends … )
Outcome
Product backlog
Solution architecture/design document
Suggested project plan / road map
22
PS contributions in project definition
Validated choice of Neo4j as back bone to solve “graph problem”
BUT ALSO:
• Awareness of data integration/quality challenges
• Wider application design:
• UI/UX and APIs
• Security aspects
• Operations and admin aspects
• CI/CD
• Project definition: known hurdles, risks, …
23
Problem Consider Decide Release Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Innovation Lab
Modelling session
Project Reference
Bootcamp
Proof of concept
Solution design
Expert Services
Staff Augmentation
Project delivery
24
Implementation
Graph solution architecture
Installation and configuration
Graph modelling
Cypher
APOC and customer traversal logic
API
data loading and data exports
Graph GUI
Graph application testing
Neo4j
task/backlog
management
Project
roadmap and
resource
planning
Regular follow-
up meetings
Status/budget
reporting
Expert Services
Staff augmentation
Project
25
Problem Consider Decide Release Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Innovation Lab
Modelling session
Project Reference
Bootcamp
Proof of concept
Solution design
Expert Services
Staff Augmentation
Project delivery
Solution Audit
Upgrade
2626
Solution Audit &
Upgrades
Revisit requirements, ensure alignment with
product roadmap, leverage new features
How we do it
Audit Workshop & training
Outcome
Recommendations for
1) improved solution
2) Upgrade
3) New features
● Strike a balance between schemaless and enforcing constraints
● Use graph to model “uncertainty” and alternatives
● Consider data integration with data in movement or data at rest
● Picking right data integration tools
● Handling master data update priorities and business logic
● How to convince end-users the new data store is correct
27
Where we make a difference on MDM implementation
Project 2:
Knowledge Graphs
28
Add structure to unstructured data
Relate the unstructured to existing
Using taxonomies and ontologies
Use free text search
Ability to easily navigate the
unstructure
29
Knowledge graphs
Pdf Files E-Mails
TECHNICAL
DATA
Relational
DBs
3rd party
Open SourceCRM
OCR / NLP
30
Types of knowledge graphs
Internal knowledge
documents & files, with
meta data tagging
External data source
aggregation mapped to
entities of interest
Context Rich Search External Event Insight
Sensing
Enterprise NLP
Graph technical terms,
acronyms, abbreviations,
misspellings, etc.
Examples:
• MDM, Search
• Customer support
• Document classification
Examples:
• Supply chain/compliance risk
• Market activity aggregation
• Sales opportunities
Examples:
• Improved search
• Chatbot implementation
• Improved classification
Context Independent
Warehouse
Real-Time WarehouseLogical Warehouse
31
Where we make a difference on KG implementation
• Understand how to deal with unstructured data
• Design a data load strategy
• Working with taxonomies, ontology, context, multi-language
• Identify tools and partners to assist with
the non-Neo4j parts of the project like NLP, UI, etc
32
Staffing model
Solution
Architect
Lead
Consultant
Graph
Consultant
ETL
Consultant
Lead Technical Consultant
Main technical contact and Neo4j
solution architect
Maintains architectural design
documents on Neo4j side
Guarantee holistic view across all
Neo4j interventions
Primary technical contact for
Customers
Engagement
Manager
SOW
Engagement Manager
Approve and manage scope
Assign resource of required
experience and capability
Regularly review and plan delivery
Manage change requests, resolve
blockers and point of contact for
escalations
Test / QA
Consultant
Team
Neo4j PS consultants may
contribute skills covering more
than one function
Neo4j may utilise partners who
also compliment the Neo4j
ecosystem
Neo4j can embed customer
resource into the team to
accelerate learning
UI/UX
consultant
Project 3:
Network management
33
34
Network Management
Unified Network Inventory -> Network Reconciliation
Service Orchestration -> Automation
Service Assurance -> Fault Management
Planning -> Traffic Intelligence
Performance and Quality Management and
Analytics
Network Management projects with Neo4j
35
● Identify reusable modules
○ Connectors to standard sources
(Inventory Systems, Network Discovery Tools, Element Managers)
○ Path Computation Algos (Dijkstra, Steiner…)
○ Impact Analysis / Root Cause Analysis
○ UI: Map Based Circuit View
● Neo4j Field Engineering guides and helps you through the configuration and utilisation of the
modules
● Building integrations with your architecture elements as needed
○ Producers : Inventory Systems, Network Managers, Network Discovery Tools
○ Consumers : Event Aggregation Platforms, BI tools, Orchestration Platforms
Leverage the knowledge and expertise of
our field team who helped world leaders
build their graph solutions...
36
37
38
Problem Consider Decide Release Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Innovation Lab
Modelling session
Project Reference
Bootcamp
Proof of concept
Solution design
Expert Services
Staff Augmentation
Project delivery
Solution Audit
Upgrade
Neo4j Solutions
39
Solutions
What?
Innovative, market-leading, Neo4j-based Business Solutions for our Enterprise
Customers and Partners
Why?
• Reduce Risk and TCO
• Rapid business value via our PS or approved solution partners
• Enables customer use cases in record timeframes
• Speeds up POC development, enables solution visualization for internal selling
• Built on extensible and customizable, solution-tuned frameworks
40
Neo4j Solution Frameworks: for accelerated adoption
Risk Management (for FS)Intelligent Recommendations Network Management
Human Capital ManagementPrivacy Shield (GDPR, CCPA, …)Fraud Analysis Framework
41
Problem Consider Decide Release Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Innovation Lab
Modelling session
Project Reference
Bootcamp
Proof of concept
Solution design
Expert Services
Staff Augmentation
Project delivery
Solution Audit
Upgrade
Neo4j Solutions
Cloud managed services
4242
Cloud Managed Service
We managed your database on your
structure
How we do it
Standardized set-up and configuration
Dedicated 24/7 Neo4j monitoring
Dedicated CMS support team
Backup/restore on request
Outcome
Fully hosted database service
Project 4:
Data science
43
● Our team of trained field engineers combined with the customer’s
SMEs successfully deploy:
○ Exploratory Data Analysis
○ Apply Neo4j’s Graph Algorithms
○ Apoc + Labs + Custom Libraries
○ Python Notebooks
44
Graphs and Data Science
Neo4j’s field team has helped customer
Data Science teams applying Graph
Algorithms to...
Pathfinding
& Search
Centrality /
Importance
Community
Detection
Complex diverse path
computation for Service
orchestration platform with major
UK telco provider.
Detecting payment fraud for
an international electrict
utility company
Entity resolution for Global
provider of animal care
services
Clinical trial similarity for
multinational
pharmaceutical company
Similarity
Conclusions
46
● Neo4j database and platform is the foundation of a successful project / implementation for:
○ Master Data Management projects
○ Knowledge graphs
○ Network management
○ …. and multiple other use cases and industries
● Neo4j Field Engineering / Services assists and enables you for successful project
implementations throughout the full cycle of
○ Grap evaluation
○ Project definition
○ Implementation
○ Hosting
… and beyond
47
Conclusions
48
Problem Consider Decide Release Solution
Awareness Evaluate Implement Adopt Advocate
Customer Journey
Innovation Lab
Modelling session
Project Reference
Bootcamp
Proof of concept
Solution design
Expert Services
Staff Augmentation
Project delivery
Solution Audit
Upgrade
Neo4j Solutions
Cloud managed
services
Thank you!
(Graphs)-[:ARE]->(Everywhere)

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GraphTour 2020 - Customer Journey with Neo4j Services

  • 1. Customer Journey Graph Tour 2020 - Amsterdam Jan Aertsen - Sr Director Services EMEA 1
  • 3. ● Commercial Engineer ● 20+ years in IT of which ● 20+ years in data driven projects & analytics ● 10 years in system integrator ● 10 years in the wonderful world of startups Personal: 1 wife, 2 kids, 1 dog, 7 drumsets 3 Introductions Jan Aertsen Sr Director PS EMEA Please connect: jan.aertsen@neo4j.com linkedin.com/in/janaertsen/
  • 6. Goals “Know” our customers through consistent engagement Improve customer experiences and outcomes Effectively identify risk and mitigate churn Identify revenue growth opportunities 6 Understand innovative power of graph Correctly and efficiently apply graphs to business problem Implement/adapt fast and manage risks Leverage software investment 1 2 3 4
  • 8. Accelerating Innovation 8 Evaluation 9-15 months Adoption 15-24 months Evaluation 9-15 weeks Adoption 6-12 months 10 years of company experience implementing graph solutions
  • 9. ● Introductions ● Defining your graph project ● Real life project experience ○ Master data management / Something 360 ○ Knowledge graph ○ Network Management ○ Graph Analytics ● Conclusions 9 Agenda Various services offerings
  • 11. 11 Innovation Lab Help companies accelerate innovation through graph thinking How we do it Generate and prototype graph projects together with customers and prospects Format 3.5 day workshop, 2-3 Neo4j participants Outcome Provide a deep understanding of graph thinking and the innovation opportunities of adapting graph technology
  • 12. 12 Graph modeling session Verify use case feasibility How we do it Interactive requirements whiteboarding and brainstorm session Format 0.5 day workshop, 1 expert modeler Outcome Validated graph modeling and graph access scenarios. Understanding of use case complexity
  • 13. 13 Reference project Talk with expert(s) (SA, PM, … ) through implementation of a similar use case How we do it Discussion and presentation Format 1-2hr phone call Outcome Understand high level project set-up: T-shirt sizing of your project, identifying typical hurdles, identify skills/team needed, architectural components.
  • 14. 14 Problem Consider Decide Release Solution Awareness Evaluate Implement Adopt Advocate Customer Journey Innovation Lab Modelling ession Project Reference
  • 15. Project 1: Master Data Management Something 360 15
  • 16. MDM / 360 Customers RELATIONAL DB Insurance Policies DOCUMENT STORE WIDE COLUMN STORE Marketing DB DOCUMENT STORE Life Insurance RELATIONAL DB Car Insurance Internet/ Direct Insurance KEY VALUE STORE Connector Apps and Systems Real-Time Queries Combining Disparate Data Silos Leverage Cross- Silo Connections Provide an integrated view to overcome challenges of legacy systems
  • 17. 17 Why Graph DB for MDM? ● Connect data from heterogeneous sources ○ connect data in movement ○ connect data at rest ● Agility ○ connect additional sources as needed ○ without strict schema 360 degree view is possible ○ without strict schema, alternatives can be modelled ● Lineage and traceability ○ tracking how/when/what data was loaded = graph ○ which can be stored with the data ● Intuitiveness ○ Connected data can be shared in the entire organisation ● Speed: ○ Access to MDM data with high performance 24x7 enabled
  • 18. 18 Problem Consider Decide Release Solution Awareness Evaluate Implement Adopt Advocate Customer Journey Innovation Lab Modelling session Project Reference Bootcamp Proof of concept Solution design
  • 19. 1919 Bootcamp Accelerate graph learning to allow Customers to evaluate graph technology How we do it Hands on training and prototyping Format 5 day training/workshop and Q&A Outcome Technical team has overall understanding of technical capabilities of Neo4j based on hands on experience with the toolset.
  • 20. 2020 Proof of concept Build a small, working solution, proving out a select set of business requisites How we do it Clear scope, design and build Format Project Outcome Working solution (limited features) Demo/presentation Backlog and roadmap for further extensions
  • 21. 2121 Solution design WS Requirements analysis and solution design exercise for full graph solution How we do it Requirements collection, analysis, create product backlog and solution architecture Format Workshop (typically 5 days but depends … ) Outcome Product backlog Solution architecture/design document Suggested project plan / road map
  • 22. 22 PS contributions in project definition Validated choice of Neo4j as back bone to solve “graph problem” BUT ALSO: • Awareness of data integration/quality challenges • Wider application design: • UI/UX and APIs • Security aspects • Operations and admin aspects • CI/CD • Project definition: known hurdles, risks, …
  • 23. 23 Problem Consider Decide Release Solution Awareness Evaluate Implement Adopt Advocate Customer Journey Innovation Lab Modelling session Project Reference Bootcamp Proof of concept Solution design Expert Services Staff Augmentation Project delivery
  • 24. 24 Implementation Graph solution architecture Installation and configuration Graph modelling Cypher APOC and customer traversal logic API data loading and data exports Graph GUI Graph application testing Neo4j task/backlog management Project roadmap and resource planning Regular follow- up meetings Status/budget reporting Expert Services Staff augmentation Project
  • 25. 25 Problem Consider Decide Release Solution Awareness Evaluate Implement Adopt Advocate Customer Journey Innovation Lab Modelling session Project Reference Bootcamp Proof of concept Solution design Expert Services Staff Augmentation Project delivery Solution Audit Upgrade
  • 26. 2626 Solution Audit & Upgrades Revisit requirements, ensure alignment with product roadmap, leverage new features How we do it Audit Workshop & training Outcome Recommendations for 1) improved solution 2) Upgrade 3) New features
  • 27. ● Strike a balance between schemaless and enforcing constraints ● Use graph to model “uncertainty” and alternatives ● Consider data integration with data in movement or data at rest ● Picking right data integration tools ● Handling master data update priorities and business logic ● How to convince end-users the new data store is correct 27 Where we make a difference on MDM implementation
  • 29. Add structure to unstructured data Relate the unstructured to existing Using taxonomies and ontologies Use free text search Ability to easily navigate the unstructure 29 Knowledge graphs Pdf Files E-Mails TECHNICAL DATA Relational DBs 3rd party Open SourceCRM OCR / NLP
  • 30. 30 Types of knowledge graphs Internal knowledge documents & files, with meta data tagging External data source aggregation mapped to entities of interest Context Rich Search External Event Insight Sensing Enterprise NLP Graph technical terms, acronyms, abbreviations, misspellings, etc. Examples: • MDM, Search • Customer support • Document classification Examples: • Supply chain/compliance risk • Market activity aggregation • Sales opportunities Examples: • Improved search • Chatbot implementation • Improved classification Context Independent Warehouse Real-Time WarehouseLogical Warehouse
  • 31. 31 Where we make a difference on KG implementation • Understand how to deal with unstructured data • Design a data load strategy • Working with taxonomies, ontology, context, multi-language • Identify tools and partners to assist with the non-Neo4j parts of the project like NLP, UI, etc
  • 32. 32 Staffing model Solution Architect Lead Consultant Graph Consultant ETL Consultant Lead Technical Consultant Main technical contact and Neo4j solution architect Maintains architectural design documents on Neo4j side Guarantee holistic view across all Neo4j interventions Primary technical contact for Customers Engagement Manager SOW Engagement Manager Approve and manage scope Assign resource of required experience and capability Regularly review and plan delivery Manage change requests, resolve blockers and point of contact for escalations Test / QA Consultant Team Neo4j PS consultants may contribute skills covering more than one function Neo4j may utilise partners who also compliment the Neo4j ecosystem Neo4j can embed customer resource into the team to accelerate learning UI/UX consultant
  • 34. 34 Network Management Unified Network Inventory -> Network Reconciliation Service Orchestration -> Automation Service Assurance -> Fault Management Planning -> Traffic Intelligence Performance and Quality Management and Analytics
  • 35. Network Management projects with Neo4j 35 ● Identify reusable modules ○ Connectors to standard sources (Inventory Systems, Network Discovery Tools, Element Managers) ○ Path Computation Algos (Dijkstra, Steiner…) ○ Impact Analysis / Root Cause Analysis ○ UI: Map Based Circuit View ● Neo4j Field Engineering guides and helps you through the configuration and utilisation of the modules ● Building integrations with your architecture elements as needed ○ Producers : Inventory Systems, Network Managers, Network Discovery Tools ○ Consumers : Event Aggregation Platforms, BI tools, Orchestration Platforms
  • 36. Leverage the knowledge and expertise of our field team who helped world leaders build their graph solutions... 36
  • 37. 37
  • 38. 38 Problem Consider Decide Release Solution Awareness Evaluate Implement Adopt Advocate Customer Journey Innovation Lab Modelling session Project Reference Bootcamp Proof of concept Solution design Expert Services Staff Augmentation Project delivery Solution Audit Upgrade Neo4j Solutions
  • 39. 39 Solutions What? Innovative, market-leading, Neo4j-based Business Solutions for our Enterprise Customers and Partners Why? • Reduce Risk and TCO • Rapid business value via our PS or approved solution partners • Enables customer use cases in record timeframes • Speeds up POC development, enables solution visualization for internal selling • Built on extensible and customizable, solution-tuned frameworks
  • 40. 40 Neo4j Solution Frameworks: for accelerated adoption Risk Management (for FS)Intelligent Recommendations Network Management Human Capital ManagementPrivacy Shield (GDPR, CCPA, …)Fraud Analysis Framework
  • 41. 41 Problem Consider Decide Release Solution Awareness Evaluate Implement Adopt Advocate Customer Journey Innovation Lab Modelling session Project Reference Bootcamp Proof of concept Solution design Expert Services Staff Augmentation Project delivery Solution Audit Upgrade Neo4j Solutions Cloud managed services
  • 42. 4242 Cloud Managed Service We managed your database on your structure How we do it Standardized set-up and configuration Dedicated 24/7 Neo4j monitoring Dedicated CMS support team Backup/restore on request Outcome Fully hosted database service
  • 44. ● Our team of trained field engineers combined with the customer’s SMEs successfully deploy: ○ Exploratory Data Analysis ○ Apply Neo4j’s Graph Algorithms ○ Apoc + Labs + Custom Libraries ○ Python Notebooks 44 Graphs and Data Science
  • 45. Neo4j’s field team has helped customer Data Science teams applying Graph Algorithms to... Pathfinding & Search Centrality / Importance Community Detection Complex diverse path computation for Service orchestration platform with major UK telco provider. Detecting payment fraud for an international electrict utility company Entity resolution for Global provider of animal care services Clinical trial similarity for multinational pharmaceutical company Similarity
  • 47. ● Neo4j database and platform is the foundation of a successful project / implementation for: ○ Master Data Management projects ○ Knowledge graphs ○ Network management ○ …. and multiple other use cases and industries ● Neo4j Field Engineering / Services assists and enables you for successful project implementations throughout the full cycle of ○ Grap evaluation ○ Project definition ○ Implementation ○ Hosting … and beyond 47 Conclusions
  • 48. 48 Problem Consider Decide Release Solution Awareness Evaluate Implement Adopt Advocate Customer Journey Innovation Lab Modelling session Project Reference Bootcamp Proof of concept Solution design Expert Services Staff Augmentation Project delivery Solution Audit Upgrade Neo4j Solutions Cloud managed services