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Marketing Scorecard Concept
Sandeep Giri
Jared Stivers
OpenI, Inc.
April 2009
All Rights Reserved (c) 2009, OpenI, Inc.
Jared Stivers
Introductions
• Visionary leader specializing in business
intelligence and marketing analytics.
• Founder and project lead of the open source
business intelligence company OpenI.
• CEO/CTO of Loyalty Matrix (‘02-’07), a leading
Software-as-a-Service (SaaS) provider of
marketing analytics, acquired by Responsys in ‘07.
• At Responsys, led the integration of Loyalty Matrix
technology and services as Responsys‘s own
analytics product Interact Insight.
• Software industry veteran for over 15 years,
successfully launched several software products,
both enterprise and on-demand at companies like
Netcentives, Ameritrade, and InfoUSA.
• Master's degree in Computer Science from the
University of Nebraska, published in numerous
software industry journals.
• LinkedIn: http://www.linkedin.com/in/sandeepgiri
• Blog: http://sandeep-giri.blogspot.com
All Rights Reserved (c) 2009, OpenI, Inc.
Sandeep Giri
• Hands on analytical strategist
• Authored one of the first guides to applying the
tenants of data analysis to unstructured social
media
• Sr. Analytics Consultant at Loyalty
Matrix/Responsys (’06- ‘09)
• At Loyalty Matrix/Responsys guided Apple’s .mac
division through it’s transformation to MobileMe
• At Responsys defined and published the basics of
email analytics as well as applied them in practice
with The Walt Disney Co, GE Money, Lego and Sun
Microsystems among others
• Masters of Business Administration San Francisco
State University, BA from the University of
California at Santa Barbara
• LinkedIn: http://www.linkedin.com/in/jaredstivers
• Blog:
http://www.analyticsfouronefive.blogspot.com/
Scorecards = How are We Doing Now?
Where should We Focus?
• Scorecard measures 3 key concepts
– People:
• Universe of People We can Market to
• How they Differ
– Message:
• Content and Context of our Communication
• Is it on Target
– Results:
• Is Marketing Generating Revenue?
• How Effectively?
• Translate this to Online
All Rights Reserved (c) 2009, OpenI, Inc.
Contacts
How big is the universe of people I can
talk to in each channel? Is it growing?
Campaigns
Which Campaigns drive most
responses? Compared to Industry?
0
10
20
30
40
50
60
Q1 Q2 Q3 Q4
New High Spend Loyal Lapsed
Revenue
What are the trends and drivers of my
revenue?
0
2
4
6
8
10
12
14
Q1 Q2 Q3 Q4
People Message Results
Products
Which products provide best response?
0
2
4
6
8
10
12
Q1 Q2 Q3 Q4
ProductA ProductB Product C ProductD
ROI
Best/Worst Returns by Campaigns,
Products, Segments and Channels
-0.1
-0.05
0
0.05
0.1
0.15
0.2
0.25
ROI
Segments
How Engaged are my customers?
0
10
20
30
40
50
60
Q1 Q2 Q3 Q4
New
Loyal
Best
Lapsed
Lost
0
20
40
60
80
100
120
Q1 Q2 Q3 Q4
affiliate
PPC
website
search
email
C1
C2
Industry
C3
All Rights Reserved (c) 2009, OpenI, Inc.
All Rights Reserved (c) 2009, OpenI, Inc.
Next Steps
• How do these concepts apply to your
organization and industry?
• Where is the data required to create similar
scorecards?
• Can we define a pilot scorecard project for
you?
• What are the success metrics for the pilot?
• What is the budget and timeline?
All Rights Reserved (c) 2009, OpenI, Inc.
Next Steps
• How do these concepts apply to your
organization and industry?
• Where is the data required to create similar
scorecards?
• Can we define a pilot scorecard project for
you?
• What are the success metrics for the pilot?
• What is the budget and timeline?
All Rights Reserved (c) 2009, OpenI, Inc.

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Marketing Scorecard Concept

  • 1. Marketing Scorecard Concept Sandeep Giri Jared Stivers OpenI, Inc. April 2009 All Rights Reserved (c) 2009, OpenI, Inc.
  • 2. Jared Stivers Introductions • Visionary leader specializing in business intelligence and marketing analytics. • Founder and project lead of the open source business intelligence company OpenI. • CEO/CTO of Loyalty Matrix (‘02-’07), a leading Software-as-a-Service (SaaS) provider of marketing analytics, acquired by Responsys in ‘07. • At Responsys, led the integration of Loyalty Matrix technology and services as Responsys‘s own analytics product Interact Insight. • Software industry veteran for over 15 years, successfully launched several software products, both enterprise and on-demand at companies like Netcentives, Ameritrade, and InfoUSA. • Master's degree in Computer Science from the University of Nebraska, published in numerous software industry journals. • LinkedIn: http://www.linkedin.com/in/sandeepgiri • Blog: http://sandeep-giri.blogspot.com All Rights Reserved (c) 2009, OpenI, Inc. Sandeep Giri • Hands on analytical strategist • Authored one of the first guides to applying the tenants of data analysis to unstructured social media • Sr. Analytics Consultant at Loyalty Matrix/Responsys (’06- ‘09) • At Loyalty Matrix/Responsys guided Apple’s .mac division through it’s transformation to MobileMe • At Responsys defined and published the basics of email analytics as well as applied them in practice with The Walt Disney Co, GE Money, Lego and Sun Microsystems among others • Masters of Business Administration San Francisco State University, BA from the University of California at Santa Barbara • LinkedIn: http://www.linkedin.com/in/jaredstivers • Blog: http://www.analyticsfouronefive.blogspot.com/
  • 3. Scorecards = How are We Doing Now? Where should We Focus? • Scorecard measures 3 key concepts – People: • Universe of People We can Market to • How they Differ – Message: • Content and Context of our Communication • Is it on Target – Results: • Is Marketing Generating Revenue? • How Effectively? • Translate this to Online All Rights Reserved (c) 2009, OpenI, Inc.
  • 4. Contacts How big is the universe of people I can talk to in each channel? Is it growing? Campaigns Which Campaigns drive most responses? Compared to Industry? 0 10 20 30 40 50 60 Q1 Q2 Q3 Q4 New High Spend Loyal Lapsed Revenue What are the trends and drivers of my revenue? 0 2 4 6 8 10 12 14 Q1 Q2 Q3 Q4 People Message Results Products Which products provide best response? 0 2 4 6 8 10 12 Q1 Q2 Q3 Q4 ProductA ProductB Product C ProductD ROI Best/Worst Returns by Campaigns, Products, Segments and Channels -0.1 -0.05 0 0.05 0.1 0.15 0.2 0.25 ROI Segments How Engaged are my customers? 0 10 20 30 40 50 60 Q1 Q2 Q3 Q4 New Loyal Best Lapsed Lost 0 20 40 60 80 100 120 Q1 Q2 Q3 Q4 affiliate PPC website search email C1 C2 Industry C3 All Rights Reserved (c) 2009, OpenI, Inc.
  • 5. All Rights Reserved (c) 2009, OpenI, Inc.
  • 6. Next Steps • How do these concepts apply to your organization and industry? • Where is the data required to create similar scorecards? • Can we define a pilot scorecard project for you? • What are the success metrics for the pilot? • What is the budget and timeline? All Rights Reserved (c) 2009, OpenI, Inc.
  • 7. Next Steps • How do these concepts apply to your organization and industry? • Where is the data required to create similar scorecards? • Can we define a pilot scorecard project for you? • What are the success metrics for the pilot? • What is the budget and timeline? All Rights Reserved (c) 2009, OpenI, Inc.