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SW 102 Social Analytics: Key to a
                    Competitive Social Enterprise
                    Mark Heid | Program Director, Social Analytics | IBM
                    Stela Lupushor | Workforce Analytics Leader, HR | IBM




© 2013 IBM Corporation
Please note:

      IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal
      without notice at IBM’s sole discretion.
      Information regarding potential future products is intended to outline our general product
      direction and it should not be relied on in making a purchasing decision.
      The information mentioned regarding potential future products is not a commitment, promise, or
      legal obligation to deliver any material, code or functionality. Information about potential future
      products may not be incorporated into any contract. The development, release, and timing of
      any future features or functionality described for our products remains at our sole discretion.



      Performance is based on measurements and projections using standard IBM benchmarks in a
      controlled environment. The actual throughput or performance that any user will experience will
      vary depending upon many factors, including considerations such as the amount of
      multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and
      the workload processed. Therefore, no assurance can be given that an individual user will
      achieve results similar to those stated here.




2   © 2013 IBM Corporation
Agenda


    1            Analytics for Social Business


    2            Create Valued Customer Experiences
                          • Benjamin's Grocery: Social Insights for Personalized
                            Marketing



     3           Drive Workforce Productivity and Effectiveness



     4           The Nucleus of Analytics for Social Business



3    © 2013 IBM Corporation
Analytics for Social Business – What are we focused on?

 A Social Business uses collaborative tools, social media platforms and
  supporting practices to engage employees, customers, business
  partners and other stakeholders in an ongoing dialogue.
 This enables organizations to more effectively share resources, skills
  and insights within and across work processes and organizational
  boundaries
                                       Social business



                                            Drive
                  Create valued           workforce       Accelerate
                    customer           productivity and   innovation
                   experiences          effectiveness



Source: Institute for Business Value

4          © 2013 IBM Corporation
Today, companies primarily focus on external social media; moving
ahead, social activities will continue to spread across the
organization
                                                 Top functions applying social approaches

                                                                                  67%
                                            Marketing                                                           12%
                                                                                    75%
                                                                              54%
                                   Public relations                                                             19%
                                                                                 64%
                              Human resources                               48%                                                             Percentage
                                                                                                                29%
                                                                                62%
                                                                                                                                            growth from
                                                                           46%                                                              base
                                                    Sales                                                       30%
                                                                               60%
                                                           IT             41%                                   26%
                                                                             53%
                              Customer Service                            38%                                   42%
                                   (call center)                              54%


                                                                       Today                 Next two years

    Source: Institute for Business Value, Business of Social Business Study, Q1. Which functions within your company are applying social business practices today and which are planning
5         ©to apply them within the next two years? Global (n = 1161)
             2013 IBM Corporation
Analytics can integrate social and traditional data to develop insights
that can lead to better customer decisions


                   Data sources                    Customer analytics                   Decisions
                                                                                    What do I offer?




                                                                           Source
                                                                                    When? To whom?

                                                      SentimentAnalytics            What should I invest in?


                                                                                    How do I identify and




                                                                           Market
                                                                                    become more intimate
                                                     Micro segment and
                                                                                    with audience segments?
                                                     response prediction
                                                                                    How do I get a better ROI
                                                                                    from my marketing
     Sell thru                           CRM                                        investments?
       data                              data
                                                     Marketing campaign
                                                                                    How can I better forecast
                                                        optimization
                                                                                    demand in different markets


                                                                           Sell
    Financial          Competitive
                                       Marketing                                    and channels?
                                       campaign
      data                data                                                      How do I apply promotional
                                         data
                                                      Scenario analysis             tactics to optimize revenue?
Source: IBM Global Business Services

6         © 2013 IBM Corporation
Analyzing the data created by internal social interactions can help
transform individual knowledge into organizational insight

                     Dynamic           Using social analytics   Social Network
                 Recommendations       within the workplace        Building




                       Community                                  Sentiment
                         Metrics                                   Analysis
                                          Social Influence
                                             Analysis




Source: IBM Global Business Services

7         © 2013 IBM Corporation
Let's look at how to apply analytics to create valued customer
experiences and workforce productivity and effectiveness


                                              Social business



                                                    Drive
                     Create valued                                               Accelerate
                                                  workforce
                       customer                                                  innovation
                                               productivity and
                      experiences
                                                effectiveness


              Engage and listen          Increase knowledge              Capture new ideas from anyone
              Build the community         transparency and velocity       Use internal communities
              Shift towards sales        Find and build expertise         to innovate
               and service                Leverage capabilities beyond    Enable structured innovation
                                           organizational boundaries        efforts

                                       Enable the social organization
              Measure results                    Address risk            Manage the change
Source: Institute for Business Value

8          © 2013 IBM Corporation
Agenda


    1            Analytics for Social Business


    2            Create Valued Customer Experiences
                          • Benjamin's Grocery: Social Insights for Personalized
                            Marketing



     3           Drive Workforce Productivity and Effectiveness



     4           The Nucleus of Analytics for Social Business



9    © 2013 IBM Corporation
Even though social media is pervasive, using it successfully in
marketing campaigns today is hit or miss


      Measurement and ROI are
       elusive
      Campaigns are poorly                           About half of marketers
       integrated                                       admit that their social
      Only brand / mass marketing                     media marketing efforts
       techniques are employed
      Opportunity to engage
                                                          are totally siloed
       individuals is ignored




Source: Q4 2010, Unica’s Global Survey of Marketers
10      © 2013 IBM Corporation
By linking together social and customer data, we can help our
 clients market more effectively across multiple channels

                     Planning, coordinating and executing marketing campaigns
                   to stimulate demand – it’s a process that includes social media




Insights from               Create    Optimize email, display          Deliver targeted
social media               relevant   and search ad programs         messages and offers
  and other               messages
data sources


                                       Capture & analyze
                                        responses and
                                             refine
 11   © 2013 IBM Corporation
Introducing: Multi-channel campaign management with integrated
social analytics
     An integrated approach which allows organizations to measure, adjust and, ultimately,
     use social media data to gain greater precision for their campaigns.



                                        How can I leverage          • Measure the social impact
                                     social analytics to optimize     of campaigns through
                                      return on my campaigns?         earned and owned media
      Ma rk e ting                                                  • Gain greater campaign
      Ma na ge r
                                                                      precision by applying
                                                                      predictive models to
                                                                      socially-derived segments
                                     How can I maximize the         • Evolve and align
                                    value of our social insights      marketing and social
                                          for marketing?              campaigns through a
     S oc ia l Me dia                                                 centralized workspace
        Ana lys t




12         © 2013 IBM Corporation
“Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce
How does it work?
                                         Analytics                    Emerging Topics                Affinities
                                                                     Conversations you asked     What is correlated with what?
                                      Sentiment dashboard
                                                                    about and those you didn't


                                                                                                                                  Perceptual Map
     Social Media                                                                                                                Spatial alignment of attributes
     • Tweets
     • Blogs
     • Forums
     Communities

                                              1              Derive ideas, insights and
     • Surveys
     • Advocate dialog
     • Discussions                                           actions from Social Media



                                  2    Pulling consumers from where the conversation is
                                        on the web, match them to segments based on
                                              their actions on Benjamin's website


     Customer
     Website
                                        3           Execute the campaign using Individual
                                                     Data for consumers who opted-in
     Behavior
     • Clicks
     • Searches
     • Views
     Previous
     Campaign Data
     • Contact history
     • Response/purchases
     • Test campaigns
                                             Modeling                     Scoring                   Campaigns
                                         Predict who is likely to       Rank best offers         Multi-Channel Marketing
13       © 2013 IBM Corporation                 respond
“Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce
What is the storyline?


     Introducing Benjamins Grocery Stores Competition in the grocery business
     can be intense and Benjamins faces their fair share with Jurassic, a low-price chain with
     broad presence in the market.
     The Market Event On January 20th, 2012, Jurassic announces the end of ad hoc
     campaigns and the beginning of “every-day low prices”. They drop prices by 12-15% for
     3000 products.
     Benjamins' Research Knowing that they can't profitably copy Jurassic's price
     strategy, Benjamins mobilizes a team of experts to search for a better response. They
     discover that customers have a core un-met need for “healthy, interesting meals at a
     fair price”.
     Benjamins' Response The Benjamins team rapidly tests a creative plan to hire
     well-known chefs to sponsor new recipes that use Benjamins store brand products. Their
     communities-of-interest like it – particularly “Moms”, “Singles” and “Gourmets”. They
     kick-off a new 1:1 cross-channel campaign that lasts through the rest of Q1.
     The Results Over the two-month campaign, Benjamins gains market share and grows
     profit by 8%.



14     © 2013 IBM Corporation
“Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce
What products are used?
                                       Analytics                    Emerging                      Affinities
                                                                  Conversations you asked
                                                                    Topics
                     Where can all of the dashboard
                                     Sentiment
                                                         How can Benjamin's quickly
                                                                 about and those you didn't
                                                                                              What is correlated with
                                                                                              what?
                     relevant information be             understand their differentiators and Map
                                                                                        Perceptual
     Social Media
     • Tweets
                     brought together for                competitor vulnerabilities? attributes
                                                                                       Spatial alignment of

     • Blogs         productive decision-
     • Forums
                     making?                         What can they use to do root cause
     Communities

                                           1        Derive ideas, insights un-met needs
     • Surveys                                       analysis and uncover
     • Advocate dialog
     • Discussions                               and actions from Social
                                                     among their target customers?
                                                                         Media

                                  2   Pulling can Benjamin's pivot from conversation is
                                       How consumers from where the
                                       on the web, match themdata?
                                       aggregate to individual to segments based on
                                             their actions on Benjamin's website


     Customer
                                      3         What optimization can beusing
                                                   Execute the campaign applied
                                               Individual Data for consumers who
                                                to campaign parameters?
     Website                                                              opted-in
     Behavior
     • Clicks
     • Searches
     Previous
     • Views
     Campaign Data
     • Contact history
     • Response/purchases
     • Test campaigns
                                          Modeling                      Scoring                  Campaigns
                                      Predict who is likely to       Rank best offers         Multi-Channel Marketing
15       © 2013 IBM Corporation              respond
“Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce
What products are used?
                                         Analytics                     Emerging                      Affinities
                                                                     Conversations you asked
                                                                       Topics                    What is correlated with
                                      Sentiment dashboard
                                                                    about and those you didn't   what?

                                                                                                                            Perceptual Map
     Social Media                                                                                                          Spatial alignment of
     • Tweets                                                                                                              attributes
     • Blogs
     • Forums                                             Cognos Consumer Insight 1.1
     Communities
                                                          SPSS Modeler 15.0
                                              1           Derive ideas, insights
     • Surveys
     • Advocate dialog
     • Discussions                                        Cognos 10.1
                                                         and actions from Social
                                                                  Media
                                                          Connections 4.0

                                  2    Pulling consumers from where the conversation is
                                        Coremetrics Web Analytics
                                        on the web, match them to segments based on
                                        Cognos Consumer Insight 1.1
                                              their actions on Benjamin's website

                                                   Unica Campaign
     Customer
                                        3            Execute the campaign using
                                                  Individual Data for15.0
                                                   SPSS Modeler consumers who
     Website                                       Cognos Consumer Insight
                                                               opted-in
     Behavior
     • Clicks
     • Searches
     Previous
     • Views
     Campaign Data
     • Contact history
     • Response/purchases
     • Test campaigns
                                             Modeling                      Scoring                  Campaigns
                                         Predict who is likely to       Rank best offers         Multi-Channel Marketing
16       © 2013 IBM Corporation                 respond
Agenda


     1            Analytics for Social Business


     2            Create Valued Customer Experiences
                           • Benjamin's Grocery: Social Insights for Personalized
                             Marketing



      3           Drive Workforce Productivity and Effectiveness



      4           The Nucleus of Analytics for Social Business



17    © 2013 IBM Corporation
Use Case – “Employee Life-cycle”: Social Analytics & Smarter
Workforce
                                            Analytics          Emerging Topics                             Affinities
                                       Sentiment dashboard     Conversations you asked               What is correlated with what?
                                                              about and those you didn't
                                                                                                                                           Social Pulse
                                                                                                                                         Employee sentiment
                                                                                                                                            visualization
Social Media
• Tweets
• Blogs
• Forums

Communities

                                     1          Derive measurable, aggregate insights for
• Surveys
• Advocate dialog
• Discussions                                    employee’s sentiment from Social Media



                                                                                                 Model and micro-segment employee
                                                                                      2           groups to refine policies, focus
                                                                                                  communications & drive culture


                                  HR Datastore
                                  • Compensation
                                  • Performance ratings
                                  • Employee Demographics

                                  Historical Corp
                                  Performance                                                                                              Communications
                                  • Financials                                Modeling                              Scoring
                                                                            Predict: productivity,                Optimize employee        Multi-channel outreach
                                  • Country-Specific Events
18       © 2013 IBM Corporation   • Ad Hoc Inputs                             issues, turnover                        motivators
                                                                                                               (i.e. compensation etc)
Social Pulse for the Enterprise                                                                 Social Pulse

What is it?
                                                               Why is it valuable?
    Social Pulse is a solution for real-time collection,
     sentiment analysis, and topic extraction of                  “Check Engine light for your
     unstructured social media data of the enterprise              enterprise”
    Augmented with demographical characteristics                 Identify workforce issues before
     such as location, business unit,                              they become problems
     manager/nonmanager, full/part time etc that                  React and adjust in real-time as
     allows to segment the data and answer targeted
     questions such as:
                                                                   opposed to one-off surveys
    “What do sellers in growth markets think about our new       Measure effectiveness and
     incentive program?”                                           acceptance of programs, policies
                                                                   etc.
Targeted Solution Areas?
      –      Leadership: Tune into the “pulse” of the
             organization/unit/group
      –      Marketing / Communications: Understanding brand
             ambassadorship of your employees
      –      Human Resources: Understanding employment
             brand, sentiment about specific policies and
             programs, employee engagement etc.

19        © 2013 IBM Corporation
Social Pulse Dashboard        Social Pulse




20   © 2013 IBM Corporation
Social Pulse Dashboard - Sentimap   Social Pulse




21   © 2013 IBM Corporation
Agenda


     1            Analytics for Social Business


     2            Create Valued Customer Experiences
                           • Benjamin's Grocery: Social Insights for Personalized
                             Marketing



      3           Drive Workforce Productivity and Effectiveness



      4           The Nucleus of Analytics for Social Business



22    © 2013 IBM Corporation
What is the core focus of Analytics for Social
Business - across the range of potential use cases?




  Understand.                 Predict.           Act.
 Know what                    Take the           Find experts and
 customers and                guesswork out of   take action
 employees are                decision-making
 thinking



23   © 2013 IBM Corporation
The core capabilities of Analytics for Social Business
are available in four products from IBM
            “Combine sophisticated analytics with the power of community action
            to interpret social media insights and take a focused, intelligent
            response to real world market opportunities.”




Social media analyst mines data                                        Communities take action
An LOB, HR or IT analyst harvests internal and external social         Key data elements, reports and insights are surfaced
media sources, including....                                            through IBM Connections.
         Facebook,
         Twitter                                                       •   Marketing can provide targeted messaging
         LinkedIn                                                      •   Sales can create tailored offerings
.... to derive new business insights with IBM Social Media             •   Product development can crowdsource innovation
Analytics.                                                             •   Customer service can pre-empt problems
                                                                       •   HR can improve corporate culture
Other datasets can be included, as needed, to optimize or predict
the outcome of business decisions with SPSS Modeler.

The analysts results are delivered in report formats that are easily
consumed through Cognos 10 by LOB leaders and teams.
24      © 2013 IBM Corporation
How does this combined solution deliver value?
Combine sophisticated analytics with the power of community action to interpret social
media insights and take a focused, intelligent response to real world market
opportunities:
     – Understand what customers and employees think about you. Sentiment
     analysis provides businesses with fast, accurate and actionable insight into
     social communities and media to optimize marketing campaigns, enhance
     customer and employee relationships, build advocacy & loyalty and develop
     better products and services.
     – Take the guesswork out of decision-making. Predictive analytics allow
     customers to make confident decisions in every area of the business, from sales
     to marketing, product development, finance, operations and employee
     relationships. Predictive analytics gives customers the knowledge to predict…
     and the power to act.
     – Find and enable experts to take action. IBM’s Social Business platforms
     drive business growth by connecting the right resources and experts to respond
     quickly to customer and corporate needs. Communities allow organizations to
     dynamically build new connections between people, the information they know
     and the tasks they are executing to create real results.




25   © 2013 IBM Corporation
Social Analytics Maturity Model – White Paper

                                Available at - http://ow.ly/h6BYj




26   © 2013 IBM Corporation
Analytics Sessions @ Connect - Times and Locations
Monday January 28th                                   Tuesday January 29th

11:00am - 12:00                                       3:00 pm - 4:00pm
SW102 Social Analytics: Key to a Competitive Social   INV206 Reinventing Workforce Management: Emerging Options
Enterprise ( SW 3–4)                                  for Social Business
Mark Heid                                             Irene Grief

3:45pm - 4:45pm                                       4:15pm - 5:15pm
SW204 Recruiting the Right Employees for the Job      INV111 BBVA Compass: Building a Smarter Workforce with
Now . . . and in the Future (SW 1–2)                  Analytics ( SW 1–2)
Marcus Hearne                                         Mychelle Mollot, Laura Smith

                                                      4:15pm - 5:15pm
Tuesday January 29th
                                                      SPN108 This is the Time to Embrace Sales Performance
                                                      Management (Mockingbird 1 and 2)
10:00am - 11:00am
                                                      Brad Burnaman
SPN102 Creepy or Creative? Providing that
Personalized Web Experience ( Pelican 1 and 2)
                                                      Wednesday January 30th
Scott Groenendal
                                                      4:15pm - 5:15pm
10:00am - 11:00am
                                                      SPN110 Social Business, Measuring Success ( SW 7–8)
SW401 Smarter Analytics for Performance
                                                      Edward Burek
Achievement (SW 1–2)
Doug Barton
                                                      4:15pm - 5:15pm
                                                      SPN111 Creating a Smarter Workforce Through Automated and
                                                      Optimized Decisions ( Mockingbird 1 and 2)
                                                      Kurt Peckman


27                                                                                                © 2011 IBM Corporation
Mark Heid             Stela Lupushor
                    mheid@us.ibm.com   stela.lupushor@us.ibm.com
                     twitter: @mheid        twitter: @slupusho


28     28
     © 2013 IBM Corporation
Legal disclaimer
     © IBM Corporation 2013. All Rights Reserved.
     The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided
              AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be
              responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating
              any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.
     References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this
             presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way.
             Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.
     If the text contains performance statistics or references to benchmarks, insert the following language; otherwise delete: Performance is based on measurements and projections using standard IBM benchmarks in a
               controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the
               user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
     If the text includes any customer examples, please confirm we have prior written approval from such customer and insert the following language; otherwise delete: All customer examples described are presented as
               illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.
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29           © 2013 IBM Corporation
30   © 2013 IBM Corporation

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Ibm connect 2013 sw 102 social analytics key to a social enterprise

  • 1. SW 102 Social Analytics: Key to a Competitive Social Enterprise Mark Heid | Program Director, Social Analytics | IBM Stela Lupushor | Workforce Analytics Leader, HR | IBM © 2013 IBM Corporation
  • 2. Please note: IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. 2 © 2013 IBM Corporation
  • 3. Agenda 1 Analytics for Social Business 2 Create Valued Customer Experiences • Benjamin's Grocery: Social Insights for Personalized Marketing 3 Drive Workforce Productivity and Effectiveness 4 The Nucleus of Analytics for Social Business 3 © 2013 IBM Corporation
  • 4. Analytics for Social Business – What are we focused on?  A Social Business uses collaborative tools, social media platforms and supporting practices to engage employees, customers, business partners and other stakeholders in an ongoing dialogue.  This enables organizations to more effectively share resources, skills and insights within and across work processes and organizational boundaries Social business Drive Create valued workforce Accelerate customer productivity and innovation experiences effectiveness Source: Institute for Business Value 4 © 2013 IBM Corporation
  • 5. Today, companies primarily focus on external social media; moving ahead, social activities will continue to spread across the organization Top functions applying social approaches 67% Marketing 12% 75% 54% Public relations 19% 64% Human resources 48% Percentage 29% 62% growth from 46% base Sales 30% 60% IT 41% 26% 53% Customer Service 38% 42% (call center) 54% Today Next two years Source: Institute for Business Value, Business of Social Business Study, Q1. Which functions within your company are applying social business practices today and which are planning 5 ©to apply them within the next two years? Global (n = 1161) 2013 IBM Corporation
  • 6. Analytics can integrate social and traditional data to develop insights that can lead to better customer decisions Data sources Customer analytics Decisions What do I offer? Source When? To whom? SentimentAnalytics What should I invest in? How do I identify and Market become more intimate Micro segment and with audience segments? response prediction How do I get a better ROI from my marketing Sell thru CRM investments? data data Marketing campaign How can I better forecast optimization demand in different markets Sell Financial Competitive Marketing and channels? campaign data data How do I apply promotional data Scenario analysis tactics to optimize revenue? Source: IBM Global Business Services 6 © 2013 IBM Corporation
  • 7. Analyzing the data created by internal social interactions can help transform individual knowledge into organizational insight Dynamic Using social analytics Social Network Recommendations within the workplace Building Community Sentiment Metrics Analysis Social Influence Analysis Source: IBM Global Business Services 7 © 2013 IBM Corporation
  • 8. Let's look at how to apply analytics to create valued customer experiences and workforce productivity and effectiveness Social business Drive Create valued Accelerate workforce customer innovation productivity and experiences effectiveness  Engage and listen  Increase knowledge  Capture new ideas from anyone  Build the community transparency and velocity  Use internal communities  Shift towards sales  Find and build expertise to innovate and service  Leverage capabilities beyond  Enable structured innovation organizational boundaries efforts Enable the social organization  Measure results  Address risk  Manage the change Source: Institute for Business Value 8 © 2013 IBM Corporation
  • 9. Agenda 1 Analytics for Social Business 2 Create Valued Customer Experiences • Benjamin's Grocery: Social Insights for Personalized Marketing 3 Drive Workforce Productivity and Effectiveness 4 The Nucleus of Analytics for Social Business 9 © 2013 IBM Corporation
  • 10. Even though social media is pervasive, using it successfully in marketing campaigns today is hit or miss  Measurement and ROI are elusive  Campaigns are poorly About half of marketers integrated admit that their social  Only brand / mass marketing media marketing efforts techniques are employed  Opportunity to engage are totally siloed individuals is ignored Source: Q4 2010, Unica’s Global Survey of Marketers 10 © 2013 IBM Corporation
  • 11. By linking together social and customer data, we can help our clients market more effectively across multiple channels Planning, coordinating and executing marketing campaigns to stimulate demand – it’s a process that includes social media Insights from Create Optimize email, display Deliver targeted social media relevant and search ad programs messages and offers and other messages data sources Capture & analyze responses and refine 11 © 2013 IBM Corporation
  • 12. Introducing: Multi-channel campaign management with integrated social analytics An integrated approach which allows organizations to measure, adjust and, ultimately, use social media data to gain greater precision for their campaigns. How can I leverage • Measure the social impact social analytics to optimize of campaigns through return on my campaigns? earned and owned media Ma rk e ting • Gain greater campaign Ma na ge r precision by applying predictive models to socially-derived segments How can I maximize the • Evolve and align value of our social insights marketing and social for marketing? campaigns through a S oc ia l Me dia centralized workspace Ana lys t 12 © 2013 IBM Corporation
  • 13. “Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce How does it work? Analytics Emerging Topics Affinities Conversations you asked What is correlated with what? Sentiment dashboard about and those you didn't Perceptual Map Social Media Spatial alignment of attributes • Tweets • Blogs • Forums Communities 1 Derive ideas, insights and • Surveys • Advocate dialog • Discussions actions from Social Media 2 Pulling consumers from where the conversation is on the web, match them to segments based on their actions on Benjamin's website Customer Website 3 Execute the campaign using Individual Data for consumers who opted-in Behavior • Clicks • Searches • Views Previous Campaign Data • Contact history • Response/purchases • Test campaigns Modeling Scoring Campaigns Predict who is likely to Rank best offers Multi-Channel Marketing 13 © 2013 IBM Corporation respond
  • 14. “Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce What is the storyline? Introducing Benjamins Grocery Stores Competition in the grocery business can be intense and Benjamins faces their fair share with Jurassic, a low-price chain with broad presence in the market. The Market Event On January 20th, 2012, Jurassic announces the end of ad hoc campaigns and the beginning of “every-day low prices”. They drop prices by 12-15% for 3000 products. Benjamins' Research Knowing that they can't profitably copy Jurassic's price strategy, Benjamins mobilizes a team of experts to search for a better response. They discover that customers have a core un-met need for “healthy, interesting meals at a fair price”. Benjamins' Response The Benjamins team rapidly tests a creative plan to hire well-known chefs to sponsor new recipes that use Benjamins store brand products. Their communities-of-interest like it – particularly “Moms”, “Singles” and “Gourmets”. They kick-off a new 1:1 cross-channel campaign that lasts through the rest of Q1. The Results Over the two-month campaign, Benjamins gains market share and grows profit by 8%. 14 © 2013 IBM Corporation
  • 15. “Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce What products are used? Analytics Emerging Affinities Conversations you asked Topics Where can all of the dashboard Sentiment How can Benjamin's quickly about and those you didn't What is correlated with what? relevant information be understand their differentiators and Map Perceptual Social Media • Tweets brought together for competitor vulnerabilities? attributes Spatial alignment of • Blogs productive decision- • Forums making? What can they use to do root cause Communities 1 Derive ideas, insights un-met needs • Surveys analysis and uncover • Advocate dialog • Discussions and actions from Social among their target customers? Media 2 Pulling can Benjamin's pivot from conversation is How consumers from where the on the web, match themdata? aggregate to individual to segments based on their actions on Benjamin's website Customer 3 What optimization can beusing Execute the campaign applied Individual Data for consumers who to campaign parameters? Website opted-in Behavior • Clicks • Searches Previous • Views Campaign Data • Contact history • Response/purchases • Test campaigns Modeling Scoring Campaigns Predict who is likely to Rank best offers Multi-Channel Marketing 15 © 2013 IBM Corporation respond
  • 16. “Benjamin's Grocery” - Winning with Social Analytics & Smarter Commerce What products are used? Analytics Emerging Affinities Conversations you asked Topics What is correlated with Sentiment dashboard about and those you didn't what? Perceptual Map Social Media Spatial alignment of • Tweets attributes • Blogs • Forums Cognos Consumer Insight 1.1 Communities SPSS Modeler 15.0 1 Derive ideas, insights • Surveys • Advocate dialog • Discussions Cognos 10.1 and actions from Social Media Connections 4.0 2 Pulling consumers from where the conversation is Coremetrics Web Analytics on the web, match them to segments based on Cognos Consumer Insight 1.1 their actions on Benjamin's website Unica Campaign Customer 3 Execute the campaign using Individual Data for15.0 SPSS Modeler consumers who Website Cognos Consumer Insight opted-in Behavior • Clicks • Searches Previous • Views Campaign Data • Contact history • Response/purchases • Test campaigns Modeling Scoring Campaigns Predict who is likely to Rank best offers Multi-Channel Marketing 16 © 2013 IBM Corporation respond
  • 17. Agenda 1 Analytics for Social Business 2 Create Valued Customer Experiences • Benjamin's Grocery: Social Insights for Personalized Marketing 3 Drive Workforce Productivity and Effectiveness 4 The Nucleus of Analytics for Social Business 17 © 2013 IBM Corporation
  • 18. Use Case – “Employee Life-cycle”: Social Analytics & Smarter Workforce Analytics Emerging Topics Affinities Sentiment dashboard Conversations you asked What is correlated with what? about and those you didn't Social Pulse Employee sentiment visualization Social Media • Tweets • Blogs • Forums Communities 1 Derive measurable, aggregate insights for • Surveys • Advocate dialog • Discussions employee’s sentiment from Social Media Model and micro-segment employee 2 groups to refine policies, focus communications & drive culture HR Datastore • Compensation • Performance ratings • Employee Demographics Historical Corp Performance Communications • Financials Modeling Scoring Predict: productivity, Optimize employee Multi-channel outreach • Country-Specific Events 18 © 2013 IBM Corporation • Ad Hoc Inputs issues, turnover motivators (i.e. compensation etc)
  • 19. Social Pulse for the Enterprise Social Pulse What is it? Why is it valuable?  Social Pulse is a solution for real-time collection, sentiment analysis, and topic extraction of  “Check Engine light for your unstructured social media data of the enterprise enterprise”  Augmented with demographical characteristics  Identify workforce issues before such as location, business unit, they become problems manager/nonmanager, full/part time etc that  React and adjust in real-time as allows to segment the data and answer targeted questions such as: opposed to one-off surveys  “What do sellers in growth markets think about our new  Measure effectiveness and incentive program?” acceptance of programs, policies etc. Targeted Solution Areas? – Leadership: Tune into the “pulse” of the organization/unit/group – Marketing / Communications: Understanding brand ambassadorship of your employees – Human Resources: Understanding employment brand, sentiment about specific policies and programs, employee engagement etc. 19 © 2013 IBM Corporation
  • 20. Social Pulse Dashboard Social Pulse 20 © 2013 IBM Corporation
  • 21. Social Pulse Dashboard - Sentimap Social Pulse 21 © 2013 IBM Corporation
  • 22. Agenda 1 Analytics for Social Business 2 Create Valued Customer Experiences • Benjamin's Grocery: Social Insights for Personalized Marketing 3 Drive Workforce Productivity and Effectiveness 4 The Nucleus of Analytics for Social Business 22 © 2013 IBM Corporation
  • 23. What is the core focus of Analytics for Social Business - across the range of potential use cases? Understand. Predict. Act. Know what Take the Find experts and customers and guesswork out of take action employees are decision-making thinking 23 © 2013 IBM Corporation
  • 24. The core capabilities of Analytics for Social Business are available in four products from IBM “Combine sophisticated analytics with the power of community action to interpret social media insights and take a focused, intelligent response to real world market opportunities.” Social media analyst mines data Communities take action An LOB, HR or IT analyst harvests internal and external social Key data elements, reports and insights are surfaced media sources, including.... through IBM Connections. Facebook, Twitter • Marketing can provide targeted messaging LinkedIn • Sales can create tailored offerings .... to derive new business insights with IBM Social Media • Product development can crowdsource innovation Analytics. • Customer service can pre-empt problems • HR can improve corporate culture Other datasets can be included, as needed, to optimize or predict the outcome of business decisions with SPSS Modeler. The analysts results are delivered in report formats that are easily consumed through Cognos 10 by LOB leaders and teams. 24 © 2013 IBM Corporation
  • 25. How does this combined solution deliver value? Combine sophisticated analytics with the power of community action to interpret social media insights and take a focused, intelligent response to real world market opportunities: – Understand what customers and employees think about you. Sentiment analysis provides businesses with fast, accurate and actionable insight into social communities and media to optimize marketing campaigns, enhance customer and employee relationships, build advocacy & loyalty and develop better products and services. – Take the guesswork out of decision-making. Predictive analytics allow customers to make confident decisions in every area of the business, from sales to marketing, product development, finance, operations and employee relationships. Predictive analytics gives customers the knowledge to predict… and the power to act. – Find and enable experts to take action. IBM’s Social Business platforms drive business growth by connecting the right resources and experts to respond quickly to customer and corporate needs. Communities allow organizations to dynamically build new connections between people, the information they know and the tasks they are executing to create real results. 25 © 2013 IBM Corporation
  • 26. Social Analytics Maturity Model – White Paper  Available at - http://ow.ly/h6BYj 26 © 2013 IBM Corporation
  • 27. Analytics Sessions @ Connect - Times and Locations Monday January 28th Tuesday January 29th 11:00am - 12:00 3:00 pm - 4:00pm SW102 Social Analytics: Key to a Competitive Social INV206 Reinventing Workforce Management: Emerging Options Enterprise ( SW 3–4) for Social Business Mark Heid Irene Grief 3:45pm - 4:45pm 4:15pm - 5:15pm SW204 Recruiting the Right Employees for the Job INV111 BBVA Compass: Building a Smarter Workforce with Now . . . and in the Future (SW 1–2) Analytics ( SW 1–2) Marcus Hearne Mychelle Mollot, Laura Smith 4:15pm - 5:15pm Tuesday January 29th SPN108 This is the Time to Embrace Sales Performance Management (Mockingbird 1 and 2) 10:00am - 11:00am Brad Burnaman SPN102 Creepy or Creative? Providing that Personalized Web Experience ( Pelican 1 and 2) Wednesday January 30th Scott Groenendal 4:15pm - 5:15pm 10:00am - 11:00am SPN110 Social Business, Measuring Success ( SW 7–8) SW401 Smarter Analytics for Performance Edward Burek Achievement (SW 1–2) Doug Barton 4:15pm - 5:15pm SPN111 Creating a Smarter Workforce Through Automated and Optimized Decisions ( Mockingbird 1 and 2) Kurt Peckman 27 © 2011 IBM Corporation
  • 28. Mark Heid Stela Lupushor mheid@us.ibm.com stela.lupushor@us.ibm.com twitter: @mheid twitter: @slupusho 28 28 © 2013 IBM Corporation
  • 29. Legal disclaimer © IBM Corporation 2013. All Rights Reserved. The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. If the text contains performance statistics or references to benchmarks, insert the following language; otherwise delete: Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. If the text includes any customer examples, please confirm we have prior written approval from such customer and insert the following language; otherwise delete: All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Please review text for proper trademark attribution of IBM products. At first use, each product name must be the full name and include appropriate trademark symbols (e.g., IBM Lotus® Sametime® Unyte™). Subsequent references can drop “IBM” but should include the proper branding (e.g., Lotus Sametime Gateway, or WebSphere Application Server). Please refer to http://www.ibm.com/legal/copytrade.shtml for guidance on which trademarks require the ® or ™ symbol. Do not use abbreviations for IBM product names in your presentation. All product names must be used as adjectives rather than nouns. Please list all of the trademarks that you use in your presentation as follows; delete any not included in your presentation.Please review text for proper trademark attribution of IBM products. At first use, each product name must be the full name and include appropriate trademark symbols (e.g., IBM Lotus® Sametime® Unyte™). Subsequent references can drop “IBM” but should include the proper branding (e.g., Lotus Sametime Gateway, or WebSphere Application Server). Please refer to http://www.ibm.com/legal/copytrade.shtml for guidance on which trademarks require the ® or ™ symbol. Do not use abbreviations for IBM product names in your presentation. All product names must be used as adjectives rather than nouns. Please list all of the trademarks that you use in your presentation as follows; delete any not included in your presentation. If you reference Adobe® in the text, please mark the first use and include the following; otherwise delete: Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries. If you reference Java™ in the text, please mark the first use and include the following; otherwise delete: Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. If you reference Microsoft® and/or Windows® in the text, please mark the first use and include the following, as applicable; otherwise delete: Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. If you reference Intel® and/or any of the following Intel products in the text, please mark the first use and include those that you use as follows; otherwise delete: Intel, Intel Centrino, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries. If you reference UNIX® in the text, please mark the first use and include the following; otherwise delete: UNIX is a registered trademark of The Open Group in the United States and other countries. If you reference Linux® in your presentation, please mark the first use and include the following; otherwise delete: Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others. If the text/graphics include screenshots, no actual IBM employee names may be used (even your own), if your screenshots include fictitious company names (e.g., Renovations, Zeta Bank, Acme) please update and insert the following; otherwise delete: All references to [insert fictitious company name] refer to a fictitious company and are used for illustration purposes only. 29 © 2013 IBM Corporation
  • 30. 30 © 2013 IBM Corporation