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©	
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  Rights	
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How	
  to	
  Use	
  Technology	
  to	
  Be	
  a	
  
Forward-­‐looking,	
  Agile	
  Marketer	
  
Mark	
  Ba7aglia,	
  CEO	
  
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  Rights	
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CMO
©	
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Chief
MARKETING
Officer
©	
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Chief
COMMUNICATIONS
Officer
©	
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Chief
CUSTOMER
Officer
©	
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Chief
ANALYTICS
Officer
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Chief
GROWTH
Officer
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CGO
©	
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Consumers are more diverse.
©	
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People consume media and purchase
products in many different ways.
©	
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There is no one, simple “path-to-purchase.”
©	
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Consumers are bombarded with
marketing messages.
©	
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Marketers have many options ofwhere, when and how much to spend.
©	
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Marketers are being held
accountable based on sales and ROI.
©	
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The pace of change is accelerating.
©	
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What’s a
CGOto do?
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It all starts with your customer.
©	
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The cadence of marketing must match
the just-in-time cadence of consumers.
- Joel Rubinson
©	
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To win, you must use
data, analytics and
technology in new ways.
©	
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  All	
  Rights	
  Reserved.	
  
•  Chief	
  Martec	
  Technology	
  Landscape	
  here	
  
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What about planning?
©	
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Marketing Planning “Cycles”
•  Strategic
•  Annual/Budgeting
•  Mid-course corrections
•  Ad Hoc
©	
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Strategy must be prediction-led
and optimization must move at
near real-time speed.
- Joel Rubinson
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Today’s planning is designed for
comfort, not speed.
In mid-2013, 69% of marketers told
Forrester Research that even annual planning is
challenging due to the pace of change.
©	
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Using data and analytics for execution
has become “table stakes.”
The next generation of competitive
advantage is using them for planning.
©	
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  Reserved.	
  
It’s time for
Agile Marketing
Planning
©	
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• A systematic, holistic approach to improve results
• Aligns with business objectives
• Optimizes all marketing (eliminates silos)
• Is consumer-focused, objective and predictive
• Supports all four planning “cycles”
• Everyone (staff & agencies) can use the software
• Everyone works with the same assumptions
• Everyone gets relevant, timely, actionable info
Agile Marketing Planning
27	
  
©	
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How	
  Agile	
  Planning	
  Can	
  Help	
  With	
  Strategy	
  
•  Understand	
  what	
  drives	
  your	
  business.	
  
•  Decide	
  which	
  consumer	
  groups	
  to	
  target	
  with	
  your	
  markeJng	
  and	
  
what	
  organizaJon/ecosystem	
  capabiliJes	
  you	
  need	
  to	
  execute	
  
the	
  types	
  of	
  markeJng	
  you	
  need	
  to	
  do	
  to	
  drive	
  sales.	
  
•  Develop	
  mulJ-­‐year	
  sales	
  forecasts	
  that	
  incorporate	
  markeJng	
  
strategy	
  and	
  quanJfy	
  the	
  effects	
  of	
  markeJng	
  plan	
  opJons.	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
  
How	
  Agile	
  Planning	
  Can	
  Help	
  With	
  Annual	
  Planning/BudgeBng	
  
•  Develop	
  accurate	
  one-­‐year	
  forecasts	
  and	
  change	
  the	
  dialogue	
  
about	
  the	
  “right”	
  level	
  of	
  investment	
  markeJng.	
  
•  Begin	
  the	
  conversaJon	
  with	
  objecJve,	
  reliable	
  forecasts.	
  
•  If	
  the	
  number	
  gets	
  “handed	
  down”	
  from	
  Finance,	
  determine	
  if	
  
you	
  have	
  the	
  markeJng	
  budget	
  needed	
  to	
  meet	
  the	
  sales	
  target.	
  
	
  
•  Once	
  you	
  have	
  the	
  final	
  budget,	
  find	
  the	
  mix	
  that	
  best	
  meets	
  short-­‐	
  
and	
  long-­‐term	
  goals.	
  
•  Share	
  forecasts	
  with	
  other	
  departments	
  to	
  improve	
  alignment.	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
  
How	
  Agile	
  Planning	
  Can	
  Help	
  With	
  Mid-­‐course	
  CorrecBons	
  
•  Quickly	
  analyze	
  results	
  versus	
  plans	
  and	
  forecasts	
  (variance	
  
analysis)	
  so	
  you	
  can	
  confidently	
  make	
  changes.	
  
•  Discover	
  emerging	
  opportuniJes	
  for	
  addiJonal	
  growth.	
  	
  
•  Forecast	
  the	
  effects	
  of	
  changes	
  to	
  the	
  plan	
  using	
  updated	
  info.	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
  
How	
  Agile	
  Planning	
  Can	
  Help	
  With	
  Ad	
  Hoc	
  Planning	
  
•  Quickly	
  respond	
  to	
  changes	
  in	
  external	
  factors,	
  compeJJve	
  
markeJng	
  and	
  budget	
  changes.	
  
•  Be	
  responsive	
  to	
  C-­‐Suite	
  decision	
  cycles.	
  
•  Easily	
  and	
  objecJvely	
  quanJfy	
  the	
  likely	
  effect	
  of	
  each	
  idea	
  on	
  this	
  
year	
  and	
  next.	
  
•  Respond	
  to	
  organizaJonal	
  changes,	
  new	
  research,	
  etc.,	
  while	
  
maintaining	
  historical	
  perspecJve.	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
  
ThinkVine’s	
  SoluBon	
  is	
  “Sim	
  City	
  for	
  CMOs”	
  
	
  
	
  
	
  
	
  	
  	
  	
  	
  	
  
	
   	
  	
  	
  	
   	
   	
   	
   	
   	
   	
   	
   	
  	
  	
  	
   	
   	
  	
  
	
  
32	
  
•  Soware-­‐based	
  marketplace	
  where	
  simulated	
  people	
  consume	
  media	
  and	
  
purchase	
  products	
  the	
  way	
  real	
  people	
  do,	
  plus	
  expert	
  Advisory	
  Services.	
  
•  Includes	
  all	
  on	
  and	
  offline	
  markeJng	
  across	
  all	
  consumer	
  groups.	
  
•  Anyone	
  can	
  quickly	
  run	
  opJmizaJons	
  or	
  What	
  Ifs	
  that	
  produce	
  accurate	
  
forecasts	
  with	
  the	
  acJonable	
  informaJon	
  needed	
  to	
  improve	
  business	
  results.	
  
Sales	
  Forecasts	
  “What	
  If?”	
  Plans	
   Simulated	
  Marketplace	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
  
External	
  Factors	
   Copy	
  Quality	
   Geographies	
  
Marketers	
  Can	
  Pull	
  Many	
  Levers	
  and	
  Get	
  MulB-­‐Dimensional	
  Info	
  
33	
  
TacBcs	
   Timing	
   Targets	
  
Spend	
   DistribuBon	
   Price	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
   34	
  
MORE	
  ACTIONABLE	
  
Consumer-­‐focused	
  
More	
  granular	
  informaBon	
  
MORE	
  ACCURATE	
  
Includes	
  all	
  markeBng	
  
Forecasts	
  within	
  1-­‐2%	
  
MORE	
  AGILE	
  
Any	
  marketer	
  anyBme	
  
CollaboraBve	
  workflow	
  
ThinkVine	
  is	
  Transforming	
  MarkeBng	
  Mix	
  to	
  Improve	
  Results	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
  
Understand	
  
ROI	
  of	
  All	
  
MarkeBng	
  
IdenBfy	
  
Key	
  
ObjecBves	
  
Discover	
  
OpBmal	
  
Budget	
  
Level	
  
Create	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
Plans	
  
Simulate	
  &	
  
Forecast	
  
Execute	
  &	
  
Evaluate	
  
Results	
  
You	
  Get	
  Agile,	
  ObjecBve	
  Analysis,	
  Planning,	
  TargeBng	
  &	
  ForecasBng	
  
MarkeBng	
  OpBmizaBon	
  	
  
via	
  So_ware-­‐as-­‐a-­‐Service	
  	
  
•  Data	
  collecJon,	
  validaJon	
  
and	
  processing	
  
•  Custom	
  marketplace	
  	
  
•  Historical	
  insights	
  and	
  
forward-­‐looking	
  guidance	
  
•  Soware	
  training	
  
•  Unlimited	
  soware	
  use	
  	
  
•  Soware	
  support	
  
•  Ongoing	
  data	
  updates	
  
•  Forecast	
  accuracy	
  reviews,	
  
updates	
  if	
  needed	
  	
  
•  Ongoing	
  Advisory	
  Services	
  
35	
  
©	
  ThinkVine.	
  	
  All	
  Rights	
  Reserved.	
  
See	
  a	
  2	
  minute	
  video	
  overview	
  at	
  
www.thinkvine.com	
  
or	
  call	
  +1	
  (513)	
  842-­‐5900	
  
Get better results
from your marketing mix.

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How to Use Technology to Be a Forward-Looking Agile Marketer

  • 1. ©  ThinkVine.    All  Rights  Reserved.   How  to  Use  Technology  to  Be  a   Forward-­‐looking,  Agile  Marketer   Mark  Ba7aglia,  CEO  
  • 2. ©  ThinkVine.    All  Rights  Reserved.   CMO
  • 3. ©  ThinkVine.    All  Rights  Reserved.   Chief MARKETING Officer
  • 4. ©  ThinkVine.    All  Rights  Reserved.   Chief COMMUNICATIONS Officer
  • 5. ©  ThinkVine.    All  Rights  Reserved.   Chief CUSTOMER Officer
  • 6. ©  ThinkVine.    All  Rights  Reserved.   Chief ANALYTICS Officer
  • 7. ©  ThinkVine.    All  Rights  Reserved.   Chief GROWTH Officer
  • 8. ©  ThinkVine.    All  Rights  Reserved.   CGO
  • 9. ©  ThinkVine.    All  Rights  Reserved.   Consumers are more diverse.
  • 10. ©  ThinkVine.    All  Rights  Reserved.   People consume media and purchase products in many different ways.
  • 11. ©  ThinkVine.    All  Rights  Reserved.   There is no one, simple “path-to-purchase.”
  • 12. ©  ThinkVine.    All  Rights  Reserved.   Consumers are bombarded with marketing messages.
  • 13. ©  ThinkVine.    All  Rights  Reserved.   Marketers have many options ofwhere, when and how much to spend.
  • 14. ©  ThinkVine.    All  Rights  Reserved.   Marketers are being held accountable based on sales and ROI.
  • 15. ©  ThinkVine.    All  Rights  Reserved.   The pace of change is accelerating.
  • 16. ©  ThinkVine.    All  Rights  Reserved.   What’s a CGOto do?
  • 17. ©  ThinkVine.    All  Rights  Reserved.   It all starts with your customer.
  • 18. ©  ThinkVine.    All  Rights  Reserved.   The cadence of marketing must match the just-in-time cadence of consumers. - Joel Rubinson
  • 19. ©  ThinkVine.    All  Rights  Reserved.   To win, you must use data, analytics and technology in new ways.
  • 20. ©  ThinkVine.    All  Rights  Reserved.   •  Chief  Martec  Technology  Landscape  here  
  • 21. ©  ThinkVine.    All  Rights  Reserved.   What about planning?
  • 22. ©  ThinkVine.    All  Rights  Reserved.   Marketing Planning “Cycles” •  Strategic •  Annual/Budgeting •  Mid-course corrections •  Ad Hoc
  • 23. ©  ThinkVine.    All  Rights  Reserved.   Strategy must be prediction-led and optimization must move at near real-time speed. - Joel Rubinson
  • 24. ©  ThinkVine.    All  Rights  Reserved.   Today’s planning is designed for comfort, not speed. In mid-2013, 69% of marketers told Forrester Research that even annual planning is challenging due to the pace of change.
  • 25. ©  ThinkVine.    All  Rights  Reserved.   Using data and analytics for execution has become “table stakes.” The next generation of competitive advantage is using them for planning.
  • 26. ©  ThinkVine.    All  Rights  Reserved.   It’s time for Agile Marketing Planning
  • 27. ©  ThinkVine.    All  Rights  Reserved.   • A systematic, holistic approach to improve results • Aligns with business objectives • Optimizes all marketing (eliminates silos) • Is consumer-focused, objective and predictive • Supports all four planning “cycles” • Everyone (staff & agencies) can use the software • Everyone works with the same assumptions • Everyone gets relevant, timely, actionable info Agile Marketing Planning 27  
  • 28. ©  ThinkVine.    All  Rights  Reserved.   How  Agile  Planning  Can  Help  With  Strategy   •  Understand  what  drives  your  business.   •  Decide  which  consumer  groups  to  target  with  your  markeJng  and   what  organizaJon/ecosystem  capabiliJes  you  need  to  execute   the  types  of  markeJng  you  need  to  do  to  drive  sales.   •  Develop  mulJ-­‐year  sales  forecasts  that  incorporate  markeJng   strategy  and  quanJfy  the  effects  of  markeJng  plan  opJons.  
  • 29. ©  ThinkVine.    All  Rights  Reserved.   How  Agile  Planning  Can  Help  With  Annual  Planning/BudgeBng   •  Develop  accurate  one-­‐year  forecasts  and  change  the  dialogue   about  the  “right”  level  of  investment  markeJng.   •  Begin  the  conversaJon  with  objecJve,  reliable  forecasts.   •  If  the  number  gets  “handed  down”  from  Finance,  determine  if   you  have  the  markeJng  budget  needed  to  meet  the  sales  target.     •  Once  you  have  the  final  budget,  find  the  mix  that  best  meets  short-­‐   and  long-­‐term  goals.   •  Share  forecasts  with  other  departments  to  improve  alignment.  
  • 30. ©  ThinkVine.    All  Rights  Reserved.   How  Agile  Planning  Can  Help  With  Mid-­‐course  CorrecBons   •  Quickly  analyze  results  versus  plans  and  forecasts  (variance   analysis)  so  you  can  confidently  make  changes.   •  Discover  emerging  opportuniJes  for  addiJonal  growth.     •  Forecast  the  effects  of  changes  to  the  plan  using  updated  info.  
  • 31. ©  ThinkVine.    All  Rights  Reserved.   How  Agile  Planning  Can  Help  With  Ad  Hoc  Planning   •  Quickly  respond  to  changes  in  external  factors,  compeJJve   markeJng  and  budget  changes.   •  Be  responsive  to  C-­‐Suite  decision  cycles.   •  Easily  and  objecJvely  quanJfy  the  likely  effect  of  each  idea  on  this   year  and  next.   •  Respond  to  organizaJonal  changes,  new  research,  etc.,  while   maintaining  historical  perspecJve.  
  • 32. ©  ThinkVine.    All  Rights  Reserved.   ThinkVine’s  SoluBon  is  “Sim  City  for  CMOs”                                                             32   •  Soware-­‐based  marketplace  where  simulated  people  consume  media  and   purchase  products  the  way  real  people  do,  plus  expert  Advisory  Services.   •  Includes  all  on  and  offline  markeJng  across  all  consumer  groups.   •  Anyone  can  quickly  run  opJmizaJons  or  What  Ifs  that  produce  accurate   forecasts  with  the  acJonable  informaJon  needed  to  improve  business  results.   Sales  Forecasts  “What  If?”  Plans   Simulated  Marketplace  
  • 33. ©  ThinkVine.    All  Rights  Reserved.   External  Factors   Copy  Quality   Geographies   Marketers  Can  Pull  Many  Levers  and  Get  MulB-­‐Dimensional  Info   33   TacBcs   Timing   Targets   Spend   DistribuBon   Price  
  • 34. ©  ThinkVine.    All  Rights  Reserved.   34   MORE  ACTIONABLE   Consumer-­‐focused   More  granular  informaBon   MORE  ACCURATE   Includes  all  markeBng   Forecasts  within  1-­‐2%   MORE  AGILE   Any  marketer  anyBme   CollaboraBve  workflow   ThinkVine  is  Transforming  MarkeBng  Mix  to  Improve  Results  
  • 35. ©  ThinkVine.    All  Rights  Reserved.   Understand   ROI  of  All   MarkeBng   IdenBfy   Key   ObjecBves   Discover   OpBmal   Budget   Level   Create                     Plans   Simulate  &   Forecast   Execute  &   Evaluate   Results   You  Get  Agile,  ObjecBve  Analysis,  Planning,  TargeBng  &  ForecasBng   MarkeBng  OpBmizaBon     via  So_ware-­‐as-­‐a-­‐Service     •  Data  collecJon,  validaJon   and  processing   •  Custom  marketplace     •  Historical  insights  and   forward-­‐looking  guidance   •  Soware  training   •  Unlimited  soware  use     •  Soware  support   •  Ongoing  data  updates   •  Forecast  accuracy  reviews,   updates  if  needed     •  Ongoing  Advisory  Services   35  
  • 36. ©  ThinkVine.    All  Rights  Reserved.   See  a  2  minute  video  overview  at   www.thinkvine.com   or  call  +1  (513)  842-­‐5900   Get better results from your marketing mix.