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Alterian Case Study
Selection Planner Benchmark




Table of Contents

 page 1
                                 Selecting customers for marketing campaigns involves a
 Introduction                    number of steps to ensure that the right message is
                                 delivered to the right contacts.
 page 2
 Multi-channel Retailer Client
                                 The Selection Planner application, part of the Alterian
                                 Integrated Marketing Platform, provides a robust fulfillment
 page 3                          planning tool to generate and manage large numbers of
 List Manager and Research       selections. By incorporating complex selection criteria into
 Client                          the overall campaign management process, more effective
                                 and efficient programs can be designed, executed, tracked
                                 and analyzed.
 page 4
                                 This report consists of a variety of case studies where
 Large Marketing Services        Selection Planner was benchmarked against similar
 Provider
                                 solutions. The results show that Selection Planner far
                                 outperformed the existing implementations, in some
                                 instances reducing the time taken to create and process
 page 5
                                 campaigns by hours, or even days, and concurrently
 About Alterian                  reducing the human resource requirement.

                                 The case studies demonstrate how Selection Planner has
                                 set new industry standards by improving the campaign
                                 execution process. Selection Planner reduced campaign
                                 creation and execution times, increasing both client and
                                 service provider satisfaction.
Alterian Case Study
Selection Planner Benchmark
Multi-channel Retailer Client




  BENCHMARK DATA                        New Operational Efficiencies surpasses Industry Standard
                                        Complex campaign process reduced from 13 hours to only 8 minutes with
                                        Selection Planner
Database Size:
6 million individuals
                                        The Challenge                                                 Conclusion
Promotion History Records:              One of the largest privately held mail order companies        The project resulted in a dramatic increase in both campaign
500 million                             communicates with over 6 million customers via direct mail.   processing efficiency and client satisfaction. The reduction in
                                        This client was formerly supported by an outsourced           operational overhead discovered during the test is setting a
Campaign Complexity:                    mainframe service.                                            new industry standard.
5,000 query conditions
Typical Campaign Output:                The mail order company was required to process over 70
                                        complex campaigns in any given month which was proving
800,000 records
                                        to be challenging within the mainframe environment as each
Resource Savings:                       campaign could take up to 13 hours to process.

                                        The outsourced provider looked to Alterian to expedite the
   Campaign Creation:                   campaign processing utilizing Selection Planner.
    Old Solution    Selection Planner

     3 days              2 hours        Test Objectives
                                        The outsourced provider created goals for the test:
       36 Times Faster                   •   Simplify campaign rule building
                                         •   Reduce campaign rules input time
                                         •   Utilize less technical resources
                                         •   Faster turnaround for campaign results
   Campaign Execution:
    Old Solution    Selection Planner   Test Creation
                                        The test used standard Intel based hardware running the
    13 hours            8 minutes       Microsoft Windows operating system. The database
                                        contained 6 million individuals with history of 500 million
                                        promotions. The test incorporated 800 cells.
      97.5 Times Faster

                                        Results
                                        A huge time savings was experienced during the test. The
                                        time taken to originally process complex campaigns was
                                        reduced from 13 hours to only 8 minutes.

                                        The test also demonstrated to the outsourced provider that
                                        the conversion and creation of client segmentation rules
                                        could be performed in Microsoft Excel and imported into
                                        Selection Planner. The overall analysis count and selection
                                        process became truly iterative with only 8 minutes between
                                        iterations of counts.




                                                                                                                                                              1/4
Alterian Case Study
Selection Planner Benchmark
List Manager and Research Client




  BENCHMARK DATA                        Scalability of Multiple Campaigns
                                        Selection Planner establishes a more scalable environment with a flexible and
                                        robust data in addition to reducing technical skills sets
Database Size:
2.5 million individuals
                                        The Challenge                                                    Results
Promotion History Records:              A leader in magazine, membership and product fulfillment         The test established that Selection Planner is a scalable
200 million                             services provides list rental, management and research           environment for the internal list rental and fulfillment
                                        projects for the publishing sector.                              department, as well as a more flexible and robust data
Campaign Complexity:                                                                                     environment. Proving a reduction in skill set to ‘pull lists’,
10,000 orders per year over 120         This client generates approximately 10,000 orders per year       including faster execution of counts and list pulls. Hardware
managed databases with 20               against 120 different databases. Order processing was            costs and existing staff were reduced by 50%.
concurrent users                        previously done in a mainframe environment. Simple lists
                                        were time consuming and complicated to create.                   Each user’s CPU utilization was more efficient and faster as
Typical Campaign Output:
                                                                                                         the number of concurrent executions increased. See table 1
Between 10,000 and 0.5 million
                                        The service provider looked to Alterian for a scalable           below.
records                                 solution to move from a mainframe environment to a low-
Resource Savings:                       cost server platform with a clear, graphical interface to pull      # Concurrent          Elapsed Time         User/CPU Time
                                        simple and complex lists. The solution had to scale to over          Executions
  Campaign Creation:                    20 customer service representatives, whose job it was to
                                        increase subscriptions by up-and cross-selling.                           2                   8:33             4.28 mins each
    Old Solution    Selection Planner
                                                                                                                  5                   11:49            2.36 mins each
    8 hours          10 minutes         Test Objectives
                                        The client created goals for the test:                                   10                   21:02            2.1 mins each
       48 Times Faster
                                         •   Creating a more scalable solution
                                         •   Lower hardware costs
                                         •   Simplify the overall process                                Conclusion
                                         •   Decreasing technical skills required for querying
                                                                                                         The project yielded a highly tuned operational list fulfillment
  Campaign Execution:                                                                                    system driven by Alterian technology. It also allowed greater
    Old Solution    Selection Planner   Test Creation                                                    client input (which created a loyal clientele) and proved vast
                                                                                                         scalability for large, concurrent list selections.
                                        For the test, the data was moved from a mainframe
    8 hours          11 minutes         environment to a mid- range database server. Migrating the
                                        data away from the mainframe alone reduced their costs by
      43.6 Times Faster                 millions of dollars.

                                        The test would incorporate 20 customer service
                                        representatives who were asked to log in to the same
                                        database and simultaneously execute a large, complex test
                                        campaign.




                                                                                                                                                                  2/4
Alterian Case Study
Selection Planner Benchmark




  BENCHMARK DATA                        Fastest Execution of Complex Multi-cell Campaigns
                                        Critical gains in database functionality delivered with Selection Planner


Database Size:                          The Challenge                                                       Results
26 million individuals
                                        One of the nation’s largest database marketing agencies             The test campaign was executed in just 5 minutes using
Promotion History Records:              maintains a marketing database and processes campaigns              Selection Planner compared to 2 days in the legacy system.
80 million                              on behalf of its client, a large financial services client. Their   Enabling the client to execute campaigns using fresh real
                                        challenge was to reduce the amount of time and manual               time data.
Campaign Complexity:                    processing required for entering and managing the
423 query conditions                    campaigns.                                                          SQL programmers were no longer required for processing
                                                                                                            the campaigns. Overall complexity of the campaigns was
Typical Campaign Output:                The internal process was cumbersome with many SQL                   reduced and end user began to run their own counts. A
6.1 million records                     programmers manually creating and executing native SQL              reduction in people skills required to create campaign
Resource Savings:                       statements to process their campaigns. Large and complex            selection rules was, also encountered due to ease of use and
                                        campaigns would take up to two full days to execute. The            the drag & drop functionality. 60% reduction of internal labor
                                        agency looked to Alterian’s Selection Planner application to        components for campaign costs was anticipated.
  Campaign Creation:                    help reduce this two day lead time for campaign creation as
                                        well as decrease the vast amount of human resources
    Old Solution    Selection Planner
                                        required.
                                                                                                            Conclusion
    48 hours             8 hours
                                                                                                            A highly successful test resulting in a reduction in campaign
                                        Test Objectives                                                     execution, internal costs and manpower to produce
         6 Times Faster                 The agency established test goals:                                  campaigns coupled with increased employee satisfaction
                                                                                                            levels. Operational efficiencies were improved and critical
                                         • Reduce the time taken to input campaign rules                    gains in database functionality were delivered. Development
                                         • Decrease staff’s skills for segmentation rule creation           speed was increased and enabled faster execution of
                                         • Remove the dependency on SQL programmers for                     complex, multi-celled campaigns.
  Campaign Execution:                      query creation
    Old Solution    Selection Planner    • Transfer query creation to the end user

     2 days           5 minutes
                                        Test Creation
                                        The test used standard Intel based hardware running
      576 Times Faster                  Microsoft Windows operating system. The test database
                                        accommodated 26 million customers, 30 cells and selected
                                        over 6.1 million households for the campaign.




                                                                                                                                                                   3/4
Alterian Case Study
Selection Planner Benchmark




About Alterian                                                       UK & European Headquarters
                                                                     Alterian
Alterian                                                             The Spectrum Building
                                                                     Bond Street
Alterian (LSE: ALN) empowers marketers with an integrated            Bristol
marketing software platform combining database, online               BS1 3LG
and operational marketing applications on a shared data              UK
infrastructure. The Alterian Integrated Marketing Platform           T +44 (0) 117 970 3200
makes it practical and cost effective for marketers to use           F +44 (0) 117 970 3301
actionable insight to execute an integrated marketing                North American Headquarters
strategy across online and offline channels.                         Alterian Inc.
It is the unique integration of analytics, content and               35 East Wacker Drive
                                                                     Suite 200
execution through Alterian’s industry leading tools, such as
                                                                     Chicago, IL 60601
the Alterian Messenger email platform, and the award
                                                                     USA
winning Alterian Content Management solutions, which                 T +1 312 704 1700
enables marketers to drive a seamless, multi-channel                 F +1 312 704 1701
customer experience.

Alterian’s analytically-led software is delivered to
approximately 1,000 marketing departments, across 26
countries, and an international network of more than 100
business partners, including marketing services providers,
agencies and systems integrators. Its partners, such as
Accenture, Acxiom, Allant Group, Cap Gemini, Carlson
Marketing, Experian, Epsilon, InfoUSA, LogicaCMG,
Merkle, Ogilvy One and Euro RSCG Worldwide, deliver
Alterian software alongside their own domain and services
expertise to help market leaders such as Princess Cruises,
General Motors, Zurich, Astra Zeneca, HSBC, Limited Too,
AEGON, Avis, Worldwide Wrestling Entertainment, Dell,
Amnesty International and Vodafone integrate marketing
processes and drive competitive advantage.

For more information about Alterian, products within the
Alterian Integrated Marketing Platform or our Partner
Network, please visit www.alterian.com




                                                                                                   4/4

© 2008 Alterian. All trademarks belong to their respective owners.

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Benchmark Data and Alterian Selection Planner

  • 1. Alterian Case Study Selection Planner Benchmark Table of Contents page 1 Selecting customers for marketing campaigns involves a Introduction number of steps to ensure that the right message is delivered to the right contacts. page 2 Multi-channel Retailer Client The Selection Planner application, part of the Alterian Integrated Marketing Platform, provides a robust fulfillment page 3 planning tool to generate and manage large numbers of List Manager and Research selections. By incorporating complex selection criteria into Client the overall campaign management process, more effective and efficient programs can be designed, executed, tracked and analyzed. page 4 This report consists of a variety of case studies where Large Marketing Services Selection Planner was benchmarked against similar Provider solutions. The results show that Selection Planner far outperformed the existing implementations, in some instances reducing the time taken to create and process page 5 campaigns by hours, or even days, and concurrently About Alterian reducing the human resource requirement. The case studies demonstrate how Selection Planner has set new industry standards by improving the campaign execution process. Selection Planner reduced campaign creation and execution times, increasing both client and service provider satisfaction.
  • 2. Alterian Case Study Selection Planner Benchmark Multi-channel Retailer Client BENCHMARK DATA New Operational Efficiencies surpasses Industry Standard Complex campaign process reduced from 13 hours to only 8 minutes with Selection Planner Database Size: 6 million individuals The Challenge Conclusion Promotion History Records: One of the largest privately held mail order companies The project resulted in a dramatic increase in both campaign 500 million communicates with over 6 million customers via direct mail. processing efficiency and client satisfaction. The reduction in This client was formerly supported by an outsourced operational overhead discovered during the test is setting a Campaign Complexity: mainframe service. new industry standard. 5,000 query conditions Typical Campaign Output: The mail order company was required to process over 70 complex campaigns in any given month which was proving 800,000 records to be challenging within the mainframe environment as each Resource Savings: campaign could take up to 13 hours to process. The outsourced provider looked to Alterian to expedite the Campaign Creation: campaign processing utilizing Selection Planner. Old Solution Selection Planner 3 days 2 hours Test Objectives The outsourced provider created goals for the test: 36 Times Faster • Simplify campaign rule building • Reduce campaign rules input time • Utilize less technical resources • Faster turnaround for campaign results Campaign Execution: Old Solution Selection Planner Test Creation The test used standard Intel based hardware running the 13 hours 8 minutes Microsoft Windows operating system. The database contained 6 million individuals with history of 500 million promotions. The test incorporated 800 cells. 97.5 Times Faster Results A huge time savings was experienced during the test. The time taken to originally process complex campaigns was reduced from 13 hours to only 8 minutes. The test also demonstrated to the outsourced provider that the conversion and creation of client segmentation rules could be performed in Microsoft Excel and imported into Selection Planner. The overall analysis count and selection process became truly iterative with only 8 minutes between iterations of counts. 1/4
  • 3. Alterian Case Study Selection Planner Benchmark List Manager and Research Client BENCHMARK DATA Scalability of Multiple Campaigns Selection Planner establishes a more scalable environment with a flexible and robust data in addition to reducing technical skills sets Database Size: 2.5 million individuals The Challenge Results Promotion History Records: A leader in magazine, membership and product fulfillment The test established that Selection Planner is a scalable 200 million services provides list rental, management and research environment for the internal list rental and fulfillment projects for the publishing sector. department, as well as a more flexible and robust data Campaign Complexity: environment. Proving a reduction in skill set to ‘pull lists’, 10,000 orders per year over 120 This client generates approximately 10,000 orders per year including faster execution of counts and list pulls. Hardware managed databases with 20 against 120 different databases. Order processing was costs and existing staff were reduced by 50%. concurrent users previously done in a mainframe environment. Simple lists were time consuming and complicated to create. Each user’s CPU utilization was more efficient and faster as Typical Campaign Output: the number of concurrent executions increased. See table 1 Between 10,000 and 0.5 million The service provider looked to Alterian for a scalable below. records solution to move from a mainframe environment to a low- Resource Savings: cost server platform with a clear, graphical interface to pull # Concurrent Elapsed Time User/CPU Time simple and complex lists. The solution had to scale to over Executions Campaign Creation: 20 customer service representatives, whose job it was to increase subscriptions by up-and cross-selling. 2 8:33 4.28 mins each Old Solution Selection Planner 5 11:49 2.36 mins each 8 hours 10 minutes Test Objectives The client created goals for the test: 10 21:02 2.1 mins each 48 Times Faster • Creating a more scalable solution • Lower hardware costs • Simplify the overall process Conclusion • Decreasing technical skills required for querying The project yielded a highly tuned operational list fulfillment Campaign Execution: system driven by Alterian technology. It also allowed greater Old Solution Selection Planner Test Creation client input (which created a loyal clientele) and proved vast scalability for large, concurrent list selections. For the test, the data was moved from a mainframe 8 hours 11 minutes environment to a mid- range database server. Migrating the data away from the mainframe alone reduced their costs by 43.6 Times Faster millions of dollars. The test would incorporate 20 customer service representatives who were asked to log in to the same database and simultaneously execute a large, complex test campaign. 2/4
  • 4. Alterian Case Study Selection Planner Benchmark BENCHMARK DATA Fastest Execution of Complex Multi-cell Campaigns Critical gains in database functionality delivered with Selection Planner Database Size: The Challenge Results 26 million individuals One of the nation’s largest database marketing agencies The test campaign was executed in just 5 minutes using Promotion History Records: maintains a marketing database and processes campaigns Selection Planner compared to 2 days in the legacy system. 80 million on behalf of its client, a large financial services client. Their Enabling the client to execute campaigns using fresh real challenge was to reduce the amount of time and manual time data. Campaign Complexity: processing required for entering and managing the 423 query conditions campaigns. SQL programmers were no longer required for processing the campaigns. Overall complexity of the campaigns was Typical Campaign Output: The internal process was cumbersome with many SQL reduced and end user began to run their own counts. A 6.1 million records programmers manually creating and executing native SQL reduction in people skills required to create campaign Resource Savings: statements to process their campaigns. Large and complex selection rules was, also encountered due to ease of use and campaigns would take up to two full days to execute. The the drag & drop functionality. 60% reduction of internal labor agency looked to Alterian’s Selection Planner application to components for campaign costs was anticipated. Campaign Creation: help reduce this two day lead time for campaign creation as well as decrease the vast amount of human resources Old Solution Selection Planner required. Conclusion 48 hours 8 hours A highly successful test resulting in a reduction in campaign Test Objectives execution, internal costs and manpower to produce 6 Times Faster The agency established test goals: campaigns coupled with increased employee satisfaction levels. Operational efficiencies were improved and critical • Reduce the time taken to input campaign rules gains in database functionality were delivered. Development • Decrease staff’s skills for segmentation rule creation speed was increased and enabled faster execution of • Remove the dependency on SQL programmers for complex, multi-celled campaigns. Campaign Execution: query creation Old Solution Selection Planner • Transfer query creation to the end user 2 days 5 minutes Test Creation The test used standard Intel based hardware running 576 Times Faster Microsoft Windows operating system. The test database accommodated 26 million customers, 30 cells and selected over 6.1 million households for the campaign. 3/4
  • 5. Alterian Case Study Selection Planner Benchmark About Alterian UK & European Headquarters Alterian Alterian The Spectrum Building Bond Street Alterian (LSE: ALN) empowers marketers with an integrated Bristol marketing software platform combining database, online BS1 3LG and operational marketing applications on a shared data UK infrastructure. The Alterian Integrated Marketing Platform T +44 (0) 117 970 3200 makes it practical and cost effective for marketers to use F +44 (0) 117 970 3301 actionable insight to execute an integrated marketing North American Headquarters strategy across online and offline channels. Alterian Inc. It is the unique integration of analytics, content and 35 East Wacker Drive Suite 200 execution through Alterian’s industry leading tools, such as Chicago, IL 60601 the Alterian Messenger email platform, and the award USA winning Alterian Content Management solutions, which T +1 312 704 1700 enables marketers to drive a seamless, multi-channel F +1 312 704 1701 customer experience. Alterian’s analytically-led software is delivered to approximately 1,000 marketing departments, across 26 countries, and an international network of more than 100 business partners, including marketing services providers, agencies and systems integrators. Its partners, such as Accenture, Acxiom, Allant Group, Cap Gemini, Carlson Marketing, Experian, Epsilon, InfoUSA, LogicaCMG, Merkle, Ogilvy One and Euro RSCG Worldwide, deliver Alterian software alongside their own domain and services expertise to help market leaders such as Princess Cruises, General Motors, Zurich, Astra Zeneca, HSBC, Limited Too, AEGON, Avis, Worldwide Wrestling Entertainment, Dell, Amnesty International and Vodafone integrate marketing processes and drive competitive advantage. For more information about Alterian, products within the Alterian Integrated Marketing Platform or our Partner Network, please visit www.alterian.com 4/4 © 2008 Alterian. All trademarks belong to their respective owners.