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@ 2013 BRIDGEi2i Analytics Solutions Pvt. Ltd. All rights reserved
BRIDGEi2i ANALYTICS SOLUTIONS
– B2C CUSTOMER INTELLIGENCE
Prithvijit Roy
CEO & Co-founder
prithvijit.roy@bridgei2i.com
About Us
2
To be a trusted partner for businesses, helping them achieve
accelerated outcomes by simplifying analytics and embedding it
in their DNA.
BRIDGEi2i
is an Analytics Solutions company focused at helping you BRIDGE
VISION
Transform and visualize big data
into meaningful business metrics
INFORMATION
Identify underlying patterns,
understand behavior and predict
outcome
INSIGHTS
Operationalize data driven
decisions to realize sustainable
business value
IMPACT
Delivering Sustainable Business Value by Institutionalizing Data Driven Decisions
Information Insights Impact
3
What happened? When?
How much?
Why it happened?
What will happen next?
How to operationalize?
How to sustain?
Capture relevant data
Identify key metrics
Design & generate reports
Identify drivers & trends
Understand behavior
Predict outcomes
Build & implement strategies
Enterprise-wide adoption
Metrics & reporting
Descriptive statistics
Visualization
Underlying trends
Predictive models
Optimization
Real time decisions tools
Change management
Institutionalization
INFORMATION INSIGHTS IMPACT
INPUT
Internal and External Data,
Structured and Unstructured
OUTCOME
Accelerated Growth, Risk
Mitigation, Cost Reduction
BRIDGEi2i helps bridging the gap between Information, Insights and Impact
BRIDGEi2i
DELIVERABLES
CLIENT PROBLEMS
ADDRESSED
BRIDGEi2i
CAPABILITIES
PHASES
ACTIVITIES
Our Solution Offerings
4
• Targeted acquisition
• Lifecycle value enhancement
• Customer experience management
• Enhance retention
CUSTOMER
INTELLIGENCE
• Market intelligence
• Maximize return on marketing investment
• Digital media effectiveness
MARKETING
EFFECTIVENESS
• Price setting
• Discount optimization
• Price realization
PRICE
OPTIMIZATION
• Increase leads & sales coverage
• Increase Sales Conversion
• Increase share of wallet
SALES
EFFECTIVENESS
• Customer risk management
• Fraud detection
• Portfolio risk assessment
RISK
MANAGEMENT
• Procurement spend optimization
• Supply Chain planning
• Human resource effectiveness
• Customer service planning
OPERATIONS
PLANNING
Solutions across the key business functions
The Key Challenges faced by today’s marketers
Increase
Awareness
Improve Lead
Conversion
Retain
Customers
Web & Social
Media strategy
Increase
Marketing ROI
KEY MARKETING OBJECTIVESKEY MARKETING CHALLENGES
How to acquire more leads and prospects for
demand generation programs ?
How to personalize campaigns, offers &
promotions more effectively to increase sales?
How to engage customers using the website &
other social media platforms ?
How to optimize our marketing investments to
deliver higher return ?
How to increase cross-sell & up-sell to existing
customers?
Who are the right customer segments? How to
acquire, position & message to them?
Acquire, grow,
engage & retain
customers
BRIDGEi2i solutions for Marketing
Customer
Research
 Brand Audit surveys
 Brand tracking &
Measurement
 Loyalty & Satisfaction
surveys
Customer
Segmentation &
Profiling
 RFM & Value based
segmentation
 Clustering & Latent
Class segmentation
 Customer segment
profiling
Targeting &
Offer generation
 Market basket /
Association Analysis
 Propensity & Net
Response models
 Next-best purchase
models & Product
affinity models
Value Migration
& Attrition
Analysis
 Cohort Analysis
 Survival & Attrition
models
 Life time Value
framework & models
Web Analytics &
Social Media
Research
Marketing
Effectiveness
 Click stream analysis
 Social media buzz ,
sentiment &
engagement
measurement
 Text & semantic
analysis
 Market size / share
research &
forecasting
 ROMI/ ROI
frameworks
 Market mix models
BRIDGEi2i Core Solutions
BRIDGEi2i Horizontal Services
 Custom tools & frameworks using Java, Python, FLEX, .NET & VBA 
Data Management Data Enrichment Campaign Management Reporting & Visualization BRIDGEi2i Proprietary tools
 SURVEYi2i
 Recommendation
Engine
 Forecasting Engine
Increasing Effectiveness of Demand Generation Efforts …
7
Help set up analytics
ready digital platform
Measure the performance of
digital campaigns real time &
make adjustments
Optimize media and
campaign mix
Identify the right strategy
for customer groups for
email & banner campaigns
1. Infrastructure 2. Performance Monitoring 3. Attribution &
Optimization
4. Personalization
Web trends/ Google
Analytics / Omniture
implementation
Design Executive &
Operational
Dashboards
Define segments and
custom events
Identify search words
and blogs to track
Segment A
Segment B
Segment C
Dynamic banners,
personalized offers
Customized email
subject lines
Personalized
messaging
Conversion and Visitor flow
analysis
SEO / SEM and keyword
effectiveness
Campaign Effectiveness
Social Media tracking & Social
campaign analysis
CRM for improving retention & trial to purchase conversion
8
Help establishing 360 degree
view of customer
Measure the key customer
relationship metrics
Personalize communication with
customers at right time
Operationalize an analytically
sound campaign strategy
1. Infrastructure 2. Tracking Metrics 3. Predictive Triggers 4. Campaign management
Customer
Relationship
Management
data
Campaign
Response
data
Marketing
Resource
Management
data
Transaction
& financial
data
Extract
Transform
Load
Marketing
data mart
Create a list of
emails from
customer base
Prioritize based
on predictive
models
Scrub lists for
non performing
emails &
compliance
Messaging &
Call to Action
Campaign
Execution
Record history
of campaigns &
customer touch
• Identify the right
offers that succeed
in driving trial to
adoption rates
Offer
optimization
(Design of
Experiments)
• Target the right
customers to
improve a campaign
response rate
Net Uplift
models
• Identify the triggers
and best offers for
proactive retention
Identify
potential
attritions
Conversion & Closure
metrics
Retention Rates
Usage & Satisfaction
Campaign Response &
effectiveness
Key metrics across channel
of acquisition, product,
geography, industry
Profitable Growth through effective Cross-Sell and Up-Sell
Analyze Product
Association
Identify white spaces of
relationship
Generate cross-sell
relationships
9
Data Approach Outcome
Transaction history
Product Details
Demographics ( D&B etc.)
Customer Relationship
1 2 3
Analyze cross-product
ownership across various
segments to identify
associated products
Identify white spaces of
relationship in individual
customers based on
associated products in
key segments
Build cross-sell product
recommendation and
prioritization of
opportunities and time
based on proprietary
methods
A predictive Cross-
sell / Up-sell
recommendation
Engine
Customer P1 P2 P3
A  
B  
C  
Whitespace
Firmographics
Time of
purchase
Frequency of
purchase
Predictive models for next
most logical purchase & time
Lifetime Profitability Modeling
10
FROM TO
Direct marketing strategy focused at optimizing
propensity of response
Prioritization considering customer lifecycle of response,
conversion to long term relationship and risks
Response
Target Respond Apply Convert Attrite Loyal
Conversion Persistency
RFM / Cross Sell/ Life Time Value
TIME
Business
Metrics
Customer
Lifecycle
Purchase
Response Conversion
Purchase
Amount
Share of
Wallet
x x x
Net Present Value of Customer Marketing Costs / Risk
Expected
Profitability
of leads
Building and integrating models at various lifecycle stages to prioritize leads based on expected profitability for customer acquisition
& lifecycle marketing
Predictive
Models
Acquisition
Marketing
Cross-sell
Marketing
Retention & Win-
back Marketing
Applications
Improving Customer Support & Operations
11
ASSESS CUSTOMER SATISFACTION &
LOYALTY DRIVERS
IDENTIFY KEY ISSUES DRIVING
SUPPORT VOLUME & COMPLEXITY
OPTIMIZE CAPACITY AND REDUCE
COST OF OPERATIONS
• Framework to capture and
measure satisfaction &
loyalty
• Execution of customer
survey analysis
• Identify key drivers of
satisfaction and simulate
scenarios
• Mining text feedbacks and
service logs
IDENTIFY SALES OPPORTUNITIES AT
THE POINT OF SERVICE
• Mining call logs and
service records to assess
key support related issues
• Identify products with
recurrent issues and
complaints
• Analyze service metrics
around resolution, time
taken, satisfaction etc.
• Forecasting models to
estimate volume of
support issues
• Staffing models estimating
resource needs
• Identifying opportunities to
increase adoption of low
cost channels
• Analyze service incidents to
identify triggers of cross-
sell & retention
• Build predictive algorithm
for recommendation of
product and banners at the
point of service
Surveyi2i simplifies customer research
Productivity, Cost & Flexibility
Manage & clean data
Cross-tabulate data
Data visualization
Statistical significance
Key Driver Analysis
Text Mining of comments Online dashboards & PowerPoint
Ease of Use enables
speed & productivity
Unified featured across
tabulation to insights
Advanced Analytics
Simplified
Publish dashboards
without programming
13
Tracking & analyzing customer satisfaction using Surveyi2i
USERS in
Client
Organization
DATA MANAGEMENT LAYER
( Data integration, Merging, Treatments etc. )
ANALYSIS SPACE
( Area where analysts performs various
analysis , design dashboards)
CROSS TAB, BANNER , VISUALIZATION,
ADVANCED ANALYSIS
DASHBOARD PUBLISHING SPACE
( The dashboards are published here to
share with broader group )
AD HOC REPORTS , AUTOMATED DASHBOARDS
Survey Analysts
Executives /
management
• CSat & other metrics
across various types of
tickets , products etc.
• CSat across customer
segments
• Drivers of Satisfaction &
dissatisfaction
• Correlation across
satisfaction & other
operational metrics
• Build and share
executive dashboards
SERVICE
TICKETS INFO
SURVEY DATA
- CSAT ETC
OPERATIONAL
METRICS
CUSTOMER
DATA
Turning Customer Support Data Into Customer Strategy
14
Ancillary
Info
Primary
Info
Agent Comments and Scribes
Call center data
Satisfaction
surveys
Customer Data
Analysis
Technique
Identify Key themes & topics Categorization of Comments
Sentiment Scoring Issue identification
Selling Opportunities
Correlate discussions with immediate
needs, chance of conversion
Lapse Triggers
Identify triggers in agent comments
related to potential lapse of policy
Customer
Strategy
Productivity Enhancement
Identify major issues related to
support calls and driver of delays
Satisfaction Drivers
Correlate satisfaction with support
needs, interaction specifics
BRIDGEi2i EXPERIENCE
One of the largest Group Insurance
provider in US
… looking for identifying key reasons
for calling the contact center & issues
driving such volume and procedural
delays in resolution
BRIDGEi2i Solutions Include
1. Automated structuring and cleaning
of agent comments
2. Identification of topics and themes –
reasons & issues
Analyzing Buzz And Feedback From Social Media
OBJECTIVE
Use Social Media data to augment internal data and make marketing investment decisions
To identify opportunities to introduce products in an area where competition is weak
Concise
insights
but faster
data
Deeper
insights
but slower
data
Networking
Reviews
Research
Reports
Data Extraction
& Crawling
Extraction of relevant comments,
reviews
Structuring the textual data
Feature
Extraction
Segregate relevant texts for each
product feature
Analyze comments across features
Sentiment
Scoring
Analysis of direction as well as
degree of tonality in comments
and reviews
Indices Creation
Creation of indices around
satisfaction, recommendation ,
buzz etc.
Illustrative Data Sources BIG Data Engine Business Outcome
1 CORRELATE WITH PRODUCT SUCCESS
Identify and correlate social media
indices to forecast product performance
2 IDENTIFY DRIVERS OF SATISFACTION
Benchmark feature level sentiments
against competitors to assess key
drivers of customer satisfaction
3 IDENTIFY UNMET NEEDS
Identify opportunities of new product
based on gaps communicated by users
as well as competitive benchmarking
Our Approach
16
Understand Business Problem
Consulting Services
• Construct Analytical framework for
the business problem
• Understand focus areas and
interrelated processes
• Identify key metrics for
improvement
• Understand expected outcome
Design Approach
Advanced Analytics Services
• To Segment, Predict & Optimize
• Translate analysis into business
insights
• Prioritize business process
improvement opportunities based
on feasibility & impact
• Plan and track impact &
sustainability of change
Construct Analytics SolutionsAugment and Manage Data
Data Services
• Identification of required sources and
data gaps
• Mapping of data to business
definition
• Data-mart creations
Technology Solutions
• Data access, cleaning and
augmentation to improve accuracy
Enhance Access to Insights
Portals designed to provide anytime and
anywhere access to insights
Integration with existing platforms to
enable single pane of glass for insights
Collection of best in class
Frameworks Expertise in leading Analytics tools
Traditional Sources
Social Media
Analytics Apps to enable self service
analytics for business managers
• Survey analysis
• Automated recommendation
• Forecasting and scenario planning
Unique approach to drive outcome focused solutions
Value Proposition
17
Delivering improved ability to predict changing business dynamics and enhanced agility to
drive fast and informed actionable decisions
Pan enterprise
institutionalization of
analytics based decisions
to deliver sustainable
impact
Scalable analytics capability and modular technology assets enable
identification and execution of high impact analytics opportunities
and operationalization of data driven decision making
SUSTAIN
Cutting edge analytics and business domain expertize enable us to
solve complex and unstructured business problems and deliver
measurable business impact
Solve unstructured
business problems based
on data and analytics
SOLVE
Easy to use and cost effective DIY apps to enable business
managers leverage advanced analytics to drive better and faster
business decisions
Simplify the process of
deriving actionable
insights
SIMPLIFY
• Advanced analytics techniques
coupled with business domain
expertize
• Proven experience in building
large analytics capability and
deploying enterprise-wide
solutions
• Modular and customizable
advanced analytics algorithms
embedded enterprise tools
• Cloud based, easy to use apps
leveraging the power of
advanced analytics
Our Value Enablers
18
Partnering with businesses to derive measurable and sustainable business impact based on
data and analytics leveraging our …
CORE
CAPABILITIES
TECHNOLOGY
ASSETS
Core Capabilities
19
Advanced analytics techniques coupled with business domain expertize
Predict customer and employee needs and drive personalized action through study of historical
behavioural information
• Targeted customer
acquisition
• Cross-sell & retention
strategy
• Targeted hiring
• Social media influence
• Price setting
• Account management risk
management
• Sales forecasting, sizing &
allocation
• Optimize market mix
• Discount planning
• Procurement spend
reduction
• Portfolio Loss forecasting
• Optimize Operational staffing
Increase efficiency and effectiveness of available resources based on optimal allocation and utilization
given the business constraints
Resource Planning
& Optimization
Examples of Business
Application
Behaviour
Modelling &
Personalization
Examples of Business
Application
Classify &
Segment
Identify Drivers
Mine
Sentiments
Predict Future
Needs &
Reactions
Forecast Based
on Past Trends
Optimize
Performance &
Utilization
Simulate Future
Scenarios
What-if &
Sensitivity
Technology Assets - Applications
20
Customer needs
assessment
Targeted product offer
Optimization of support
operations
Forecasting business
metrics
Survey
Analytics
One-Stop platform for cross
tabulation, visualization, key
driver analysis, text mining and
sentiment analytics from survey
data
Recommendation
Engine
Online and Offline product and
action recommendation engine
based on blend on behaviour of
both “Own” as well as
statistically “Similar Users”
Capacity
Planning
Simulation of queue based
business processes and capacity
optimization applicable for
hospital staffing, transaction
processing, retail & bank
counters
Forecasting
Engine
Automated platform for
forecasting time series with
correlated internal & external
factors with extensive “What-If”
and driver analysis
Big Data
Processing
Frameworks and libraries for extraction, summarization, visualization
and data mining on Big Data from web, transaction systems , customer
interactions
Data Collection
Engine
An extensive crawler to extract unstructured data from websites and
social media and classifying them into risk groups based on supervised
learning
Targeted
Business Need
Tools to
Transform
Business Insights
Tools for Data
Management and
Collection
Modular and customizable advanced analytics algorithms embedded enterprise tools
Engagement Model
21
Flexible engagement model based on business requirements
Analytics
DIY Apps
Analytics Consulting
Services
Managed Analytics
Services
Effective and implementable solutions to unstructured business problems
helping you achieve measureable business outcome
Build a high calibre and scalable Analytics Centre of Excellence (COE) for
an enterprise-wide identification and deployment of high impact analytics
solutions
Enabling business managers leverage power of advanced analytics
through easily available and affordable pre-packaged or custom apps in
premises or on cloud to drive data driven business decisions faster
Illustrative Representation of Projects
22
awareness Business OperationsFinance & Risk
LOYALTY
Supply Chain Management
Customer Lifecycle Value
Modeling
Customer Intelligence
Market Size & Share
Estimation
Marketing Effectiveness
Pipeline & Conversion
forecasting
Sales Effectiveness
Demand Forecasting
Modeling
Inventory
Management
Indirect Spend
rationalization across
categories
Procurement
Fraud Loss
Forecasting
Risk Management
Trade Promotion
Effectiveness
Pricing
Optimal variable
compensation
allocation
Human Resources
LOYALTY
Customer Experience
Studies
Customer Service
Marketing & Sales
Customer profiling &
segmentation
Marketing Metrics &
Dashboard design
Identify sales team
needing intervention
to meet quota
Risk Model
Governance platform
design
Strategic Price
Setting & Elasticity
Analysis
Employee Retention
drivers
Identification of issues
from customer service
transcripts & scribes
Inventory
Replenishment
models
Target Marketing Scorecards
Marketing Mix
Modeling
Identify triggers of
reducing sales
onboarding time
Student interventions for
Attrition Reduction
Employee
Satisfaction Survey
Design, Execution &
AnalysisRecommendation of
advertisements based on web
behavior
Our Clients
23
Fortune 50 diversified technology company
Fortune 100 B2B technology company
Leading provider of hybrid data protection solution
Global business communications solutions
Global semi-conductor company in wireless telecommunications
Fortune 500 European investment bank
Fortune 500, direct banking and payment services company
European Student Loan Provider
Two Leading providers of insurance services and asset management in US
One of India’s foremost consumer packaged goods company
Supplier of high performance aerospace fasteners in USA
World’s leading logistics provider
One of the largest global consulting company
Leading global business process outsourcing company
One of the premier US universities
US based online education company
Online Media company of high-impact documentaries
Leadership Team
Prithvijit Roy
CEO
15+ years of experience in building and leading
large scale Analytics Centers for HP and GE.
Experience across Technology, Fin. Svcs., Retail and
Insurance domains
MS in Quantitative Economics from
Indian Statistical Institute
Ashish Sharma
Director, Consulting & Services
13+ years in leading analytics practices across
Consumer Finance, Insurance, Hospitality for
Genpact (formerly GE)
MS in Statistics from Indian Statistical Institute
(Economics & Finance specialization)
Pritam Kanti Paul
Director, Product Development
13+ years in leading development of cutting edge
analytics application across marketing, pricing, risk,
procurement , fraud and operations. Regarded as an
innovative thinker - have prestigious innovation and
leadership awards and patents under his belt
MS in Statistics from Indian Statistical Institute
(Gold Medalist)
Leadership Team
Board of Advisors
Gail Galuppo
Advisor, Marketing Strategy
Led marketing functions for Western Union, Discover,
Standard Chartered Bank & Sears helping drive customer
relationship strategy leveraging data and analytic
solutions to identify “order of magnitude” impact and
drive change.
Prasanna Dhore
Advisor, Big Data Solutions
SVP, Chief Data Scientist for Equifax. Prior to which
guided Fortune 500 companies like HP, Mellon
Financials to unprecedented revenue growth by
uncovering opportunities, transforming and
reinvigorating brands, and putting ideas into motion.
Anand Melige
Advisor, Technology Solutions
Developed and led Analytic Centre of Excellence in
area of Risk Management and Analytics for American
Express, Citibank and GE. Founded Decidyn,
company focused on developing Analytics products.
24
Thank You

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BRIDGEi2i Analytics Solutions - B2C Customer Intelligence

  • 1. @ 2013 BRIDGEi2i Analytics Solutions Pvt. Ltd. All rights reserved BRIDGEi2i ANALYTICS SOLUTIONS – B2C CUSTOMER INTELLIGENCE Prithvijit Roy CEO & Co-founder prithvijit.roy@bridgei2i.com
  • 2. About Us 2 To be a trusted partner for businesses, helping them achieve accelerated outcomes by simplifying analytics and embedding it in their DNA. BRIDGEi2i is an Analytics Solutions company focused at helping you BRIDGE VISION Transform and visualize big data into meaningful business metrics INFORMATION Identify underlying patterns, understand behavior and predict outcome INSIGHTS Operationalize data driven decisions to realize sustainable business value IMPACT Delivering Sustainable Business Value by Institutionalizing Data Driven Decisions
  • 3. Information Insights Impact 3 What happened? When? How much? Why it happened? What will happen next? How to operationalize? How to sustain? Capture relevant data Identify key metrics Design & generate reports Identify drivers & trends Understand behavior Predict outcomes Build & implement strategies Enterprise-wide adoption Metrics & reporting Descriptive statistics Visualization Underlying trends Predictive models Optimization Real time decisions tools Change management Institutionalization INFORMATION INSIGHTS IMPACT INPUT Internal and External Data, Structured and Unstructured OUTCOME Accelerated Growth, Risk Mitigation, Cost Reduction BRIDGEi2i helps bridging the gap between Information, Insights and Impact BRIDGEi2i DELIVERABLES CLIENT PROBLEMS ADDRESSED BRIDGEi2i CAPABILITIES PHASES ACTIVITIES
  • 4. Our Solution Offerings 4 • Targeted acquisition • Lifecycle value enhancement • Customer experience management • Enhance retention CUSTOMER INTELLIGENCE • Market intelligence • Maximize return on marketing investment • Digital media effectiveness MARKETING EFFECTIVENESS • Price setting • Discount optimization • Price realization PRICE OPTIMIZATION • Increase leads & sales coverage • Increase Sales Conversion • Increase share of wallet SALES EFFECTIVENESS • Customer risk management • Fraud detection • Portfolio risk assessment RISK MANAGEMENT • Procurement spend optimization • Supply Chain planning • Human resource effectiveness • Customer service planning OPERATIONS PLANNING Solutions across the key business functions
  • 5. The Key Challenges faced by today’s marketers Increase Awareness Improve Lead Conversion Retain Customers Web & Social Media strategy Increase Marketing ROI KEY MARKETING OBJECTIVESKEY MARKETING CHALLENGES How to acquire more leads and prospects for demand generation programs ? How to personalize campaigns, offers & promotions more effectively to increase sales? How to engage customers using the website & other social media platforms ? How to optimize our marketing investments to deliver higher return ? How to increase cross-sell & up-sell to existing customers? Who are the right customer segments? How to acquire, position & message to them? Acquire, grow, engage & retain customers
  • 6. BRIDGEi2i solutions for Marketing Customer Research  Brand Audit surveys  Brand tracking & Measurement  Loyalty & Satisfaction surveys Customer Segmentation & Profiling  RFM & Value based segmentation  Clustering & Latent Class segmentation  Customer segment profiling Targeting & Offer generation  Market basket / Association Analysis  Propensity & Net Response models  Next-best purchase models & Product affinity models Value Migration & Attrition Analysis  Cohort Analysis  Survival & Attrition models  Life time Value framework & models Web Analytics & Social Media Research Marketing Effectiveness  Click stream analysis  Social media buzz , sentiment & engagement measurement  Text & semantic analysis  Market size / share research & forecasting  ROMI/ ROI frameworks  Market mix models BRIDGEi2i Core Solutions BRIDGEi2i Horizontal Services  Custom tools & frameworks using Java, Python, FLEX, .NET & VBA  Data Management Data Enrichment Campaign Management Reporting & Visualization BRIDGEi2i Proprietary tools  SURVEYi2i  Recommendation Engine  Forecasting Engine
  • 7. Increasing Effectiveness of Demand Generation Efforts … 7 Help set up analytics ready digital platform Measure the performance of digital campaigns real time & make adjustments Optimize media and campaign mix Identify the right strategy for customer groups for email & banner campaigns 1. Infrastructure 2. Performance Monitoring 3. Attribution & Optimization 4. Personalization Web trends/ Google Analytics / Omniture implementation Design Executive & Operational Dashboards Define segments and custom events Identify search words and blogs to track Segment A Segment B Segment C Dynamic banners, personalized offers Customized email subject lines Personalized messaging Conversion and Visitor flow analysis SEO / SEM and keyword effectiveness Campaign Effectiveness Social Media tracking & Social campaign analysis
  • 8. CRM for improving retention & trial to purchase conversion 8 Help establishing 360 degree view of customer Measure the key customer relationship metrics Personalize communication with customers at right time Operationalize an analytically sound campaign strategy 1. Infrastructure 2. Tracking Metrics 3. Predictive Triggers 4. Campaign management Customer Relationship Management data Campaign Response data Marketing Resource Management data Transaction & financial data Extract Transform Load Marketing data mart Create a list of emails from customer base Prioritize based on predictive models Scrub lists for non performing emails & compliance Messaging & Call to Action Campaign Execution Record history of campaigns & customer touch • Identify the right offers that succeed in driving trial to adoption rates Offer optimization (Design of Experiments) • Target the right customers to improve a campaign response rate Net Uplift models • Identify the triggers and best offers for proactive retention Identify potential attritions Conversion & Closure metrics Retention Rates Usage & Satisfaction Campaign Response & effectiveness Key metrics across channel of acquisition, product, geography, industry
  • 9. Profitable Growth through effective Cross-Sell and Up-Sell Analyze Product Association Identify white spaces of relationship Generate cross-sell relationships 9 Data Approach Outcome Transaction history Product Details Demographics ( D&B etc.) Customer Relationship 1 2 3 Analyze cross-product ownership across various segments to identify associated products Identify white spaces of relationship in individual customers based on associated products in key segments Build cross-sell product recommendation and prioritization of opportunities and time based on proprietary methods A predictive Cross- sell / Up-sell recommendation Engine Customer P1 P2 P3 A   B   C   Whitespace Firmographics Time of purchase Frequency of purchase Predictive models for next most logical purchase & time
  • 10. Lifetime Profitability Modeling 10 FROM TO Direct marketing strategy focused at optimizing propensity of response Prioritization considering customer lifecycle of response, conversion to long term relationship and risks Response Target Respond Apply Convert Attrite Loyal Conversion Persistency RFM / Cross Sell/ Life Time Value TIME Business Metrics Customer Lifecycle Purchase Response Conversion Purchase Amount Share of Wallet x x x Net Present Value of Customer Marketing Costs / Risk Expected Profitability of leads Building and integrating models at various lifecycle stages to prioritize leads based on expected profitability for customer acquisition & lifecycle marketing Predictive Models Acquisition Marketing Cross-sell Marketing Retention & Win- back Marketing Applications
  • 11. Improving Customer Support & Operations 11 ASSESS CUSTOMER SATISFACTION & LOYALTY DRIVERS IDENTIFY KEY ISSUES DRIVING SUPPORT VOLUME & COMPLEXITY OPTIMIZE CAPACITY AND REDUCE COST OF OPERATIONS • Framework to capture and measure satisfaction & loyalty • Execution of customer survey analysis • Identify key drivers of satisfaction and simulate scenarios • Mining text feedbacks and service logs IDENTIFY SALES OPPORTUNITIES AT THE POINT OF SERVICE • Mining call logs and service records to assess key support related issues • Identify products with recurrent issues and complaints • Analyze service metrics around resolution, time taken, satisfaction etc. • Forecasting models to estimate volume of support issues • Staffing models estimating resource needs • Identifying opportunities to increase adoption of low cost channels • Analyze service incidents to identify triggers of cross- sell & retention • Build predictive algorithm for recommendation of product and banners at the point of service
  • 12. Surveyi2i simplifies customer research Productivity, Cost & Flexibility Manage & clean data Cross-tabulate data Data visualization Statistical significance Key Driver Analysis Text Mining of comments Online dashboards & PowerPoint Ease of Use enables speed & productivity Unified featured across tabulation to insights Advanced Analytics Simplified Publish dashboards without programming
  • 13. 13 Tracking & analyzing customer satisfaction using Surveyi2i USERS in Client Organization DATA MANAGEMENT LAYER ( Data integration, Merging, Treatments etc. ) ANALYSIS SPACE ( Area where analysts performs various analysis , design dashboards) CROSS TAB, BANNER , VISUALIZATION, ADVANCED ANALYSIS DASHBOARD PUBLISHING SPACE ( The dashboards are published here to share with broader group ) AD HOC REPORTS , AUTOMATED DASHBOARDS Survey Analysts Executives / management • CSat & other metrics across various types of tickets , products etc. • CSat across customer segments • Drivers of Satisfaction & dissatisfaction • Correlation across satisfaction & other operational metrics • Build and share executive dashboards SERVICE TICKETS INFO SURVEY DATA - CSAT ETC OPERATIONAL METRICS CUSTOMER DATA
  • 14. Turning Customer Support Data Into Customer Strategy 14 Ancillary Info Primary Info Agent Comments and Scribes Call center data Satisfaction surveys Customer Data Analysis Technique Identify Key themes & topics Categorization of Comments Sentiment Scoring Issue identification Selling Opportunities Correlate discussions with immediate needs, chance of conversion Lapse Triggers Identify triggers in agent comments related to potential lapse of policy Customer Strategy Productivity Enhancement Identify major issues related to support calls and driver of delays Satisfaction Drivers Correlate satisfaction with support needs, interaction specifics BRIDGEi2i EXPERIENCE One of the largest Group Insurance provider in US … looking for identifying key reasons for calling the contact center & issues driving such volume and procedural delays in resolution BRIDGEi2i Solutions Include 1. Automated structuring and cleaning of agent comments 2. Identification of topics and themes – reasons & issues
  • 15. Analyzing Buzz And Feedback From Social Media OBJECTIVE Use Social Media data to augment internal data and make marketing investment decisions To identify opportunities to introduce products in an area where competition is weak Concise insights but faster data Deeper insights but slower data Networking Reviews Research Reports Data Extraction & Crawling Extraction of relevant comments, reviews Structuring the textual data Feature Extraction Segregate relevant texts for each product feature Analyze comments across features Sentiment Scoring Analysis of direction as well as degree of tonality in comments and reviews Indices Creation Creation of indices around satisfaction, recommendation , buzz etc. Illustrative Data Sources BIG Data Engine Business Outcome 1 CORRELATE WITH PRODUCT SUCCESS Identify and correlate social media indices to forecast product performance 2 IDENTIFY DRIVERS OF SATISFACTION Benchmark feature level sentiments against competitors to assess key drivers of customer satisfaction 3 IDENTIFY UNMET NEEDS Identify opportunities of new product based on gaps communicated by users as well as competitive benchmarking
  • 16. Our Approach 16 Understand Business Problem Consulting Services • Construct Analytical framework for the business problem • Understand focus areas and interrelated processes • Identify key metrics for improvement • Understand expected outcome Design Approach Advanced Analytics Services • To Segment, Predict & Optimize • Translate analysis into business insights • Prioritize business process improvement opportunities based on feasibility & impact • Plan and track impact & sustainability of change Construct Analytics SolutionsAugment and Manage Data Data Services • Identification of required sources and data gaps • Mapping of data to business definition • Data-mart creations Technology Solutions • Data access, cleaning and augmentation to improve accuracy Enhance Access to Insights Portals designed to provide anytime and anywhere access to insights Integration with existing platforms to enable single pane of glass for insights Collection of best in class Frameworks Expertise in leading Analytics tools Traditional Sources Social Media Analytics Apps to enable self service analytics for business managers • Survey analysis • Automated recommendation • Forecasting and scenario planning Unique approach to drive outcome focused solutions
  • 17. Value Proposition 17 Delivering improved ability to predict changing business dynamics and enhanced agility to drive fast and informed actionable decisions Pan enterprise institutionalization of analytics based decisions to deliver sustainable impact Scalable analytics capability and modular technology assets enable identification and execution of high impact analytics opportunities and operationalization of data driven decision making SUSTAIN Cutting edge analytics and business domain expertize enable us to solve complex and unstructured business problems and deliver measurable business impact Solve unstructured business problems based on data and analytics SOLVE Easy to use and cost effective DIY apps to enable business managers leverage advanced analytics to drive better and faster business decisions Simplify the process of deriving actionable insights SIMPLIFY
  • 18. • Advanced analytics techniques coupled with business domain expertize • Proven experience in building large analytics capability and deploying enterprise-wide solutions • Modular and customizable advanced analytics algorithms embedded enterprise tools • Cloud based, easy to use apps leveraging the power of advanced analytics Our Value Enablers 18 Partnering with businesses to derive measurable and sustainable business impact based on data and analytics leveraging our … CORE CAPABILITIES TECHNOLOGY ASSETS
  • 19. Core Capabilities 19 Advanced analytics techniques coupled with business domain expertize Predict customer and employee needs and drive personalized action through study of historical behavioural information • Targeted customer acquisition • Cross-sell & retention strategy • Targeted hiring • Social media influence • Price setting • Account management risk management • Sales forecasting, sizing & allocation • Optimize market mix • Discount planning • Procurement spend reduction • Portfolio Loss forecasting • Optimize Operational staffing Increase efficiency and effectiveness of available resources based on optimal allocation and utilization given the business constraints Resource Planning & Optimization Examples of Business Application Behaviour Modelling & Personalization Examples of Business Application Classify & Segment Identify Drivers Mine Sentiments Predict Future Needs & Reactions Forecast Based on Past Trends Optimize Performance & Utilization Simulate Future Scenarios What-if & Sensitivity
  • 20. Technology Assets - Applications 20 Customer needs assessment Targeted product offer Optimization of support operations Forecasting business metrics Survey Analytics One-Stop platform for cross tabulation, visualization, key driver analysis, text mining and sentiment analytics from survey data Recommendation Engine Online and Offline product and action recommendation engine based on blend on behaviour of both “Own” as well as statistically “Similar Users” Capacity Planning Simulation of queue based business processes and capacity optimization applicable for hospital staffing, transaction processing, retail & bank counters Forecasting Engine Automated platform for forecasting time series with correlated internal & external factors with extensive “What-If” and driver analysis Big Data Processing Frameworks and libraries for extraction, summarization, visualization and data mining on Big Data from web, transaction systems , customer interactions Data Collection Engine An extensive crawler to extract unstructured data from websites and social media and classifying them into risk groups based on supervised learning Targeted Business Need Tools to Transform Business Insights Tools for Data Management and Collection Modular and customizable advanced analytics algorithms embedded enterprise tools
  • 21. Engagement Model 21 Flexible engagement model based on business requirements Analytics DIY Apps Analytics Consulting Services Managed Analytics Services Effective and implementable solutions to unstructured business problems helping you achieve measureable business outcome Build a high calibre and scalable Analytics Centre of Excellence (COE) for an enterprise-wide identification and deployment of high impact analytics solutions Enabling business managers leverage power of advanced analytics through easily available and affordable pre-packaged or custom apps in premises or on cloud to drive data driven business decisions faster
  • 22. Illustrative Representation of Projects 22 awareness Business OperationsFinance & Risk LOYALTY Supply Chain Management Customer Lifecycle Value Modeling Customer Intelligence Market Size & Share Estimation Marketing Effectiveness Pipeline & Conversion forecasting Sales Effectiveness Demand Forecasting Modeling Inventory Management Indirect Spend rationalization across categories Procurement Fraud Loss Forecasting Risk Management Trade Promotion Effectiveness Pricing Optimal variable compensation allocation Human Resources LOYALTY Customer Experience Studies Customer Service Marketing & Sales Customer profiling & segmentation Marketing Metrics & Dashboard design Identify sales team needing intervention to meet quota Risk Model Governance platform design Strategic Price Setting & Elasticity Analysis Employee Retention drivers Identification of issues from customer service transcripts & scribes Inventory Replenishment models Target Marketing Scorecards Marketing Mix Modeling Identify triggers of reducing sales onboarding time Student interventions for Attrition Reduction Employee Satisfaction Survey Design, Execution & AnalysisRecommendation of advertisements based on web behavior
  • 23. Our Clients 23 Fortune 50 diversified technology company Fortune 100 B2B technology company Leading provider of hybrid data protection solution Global business communications solutions Global semi-conductor company in wireless telecommunications Fortune 500 European investment bank Fortune 500, direct banking and payment services company European Student Loan Provider Two Leading providers of insurance services and asset management in US One of India’s foremost consumer packaged goods company Supplier of high performance aerospace fasteners in USA World’s leading logistics provider One of the largest global consulting company Leading global business process outsourcing company One of the premier US universities US based online education company Online Media company of high-impact documentaries
  • 24. Leadership Team Prithvijit Roy CEO 15+ years of experience in building and leading large scale Analytics Centers for HP and GE. Experience across Technology, Fin. Svcs., Retail and Insurance domains MS in Quantitative Economics from Indian Statistical Institute Ashish Sharma Director, Consulting & Services 13+ years in leading analytics practices across Consumer Finance, Insurance, Hospitality for Genpact (formerly GE) MS in Statistics from Indian Statistical Institute (Economics & Finance specialization) Pritam Kanti Paul Director, Product Development 13+ years in leading development of cutting edge analytics application across marketing, pricing, risk, procurement , fraud and operations. Regarded as an innovative thinker - have prestigious innovation and leadership awards and patents under his belt MS in Statistics from Indian Statistical Institute (Gold Medalist) Leadership Team Board of Advisors Gail Galuppo Advisor, Marketing Strategy Led marketing functions for Western Union, Discover, Standard Chartered Bank & Sears helping drive customer relationship strategy leveraging data and analytic solutions to identify “order of magnitude” impact and drive change. Prasanna Dhore Advisor, Big Data Solutions SVP, Chief Data Scientist for Equifax. Prior to which guided Fortune 500 companies like HP, Mellon Financials to unprecedented revenue growth by uncovering opportunities, transforming and reinvigorating brands, and putting ideas into motion. Anand Melige Advisor, Technology Solutions Developed and led Analytic Centre of Excellence in area of Risk Management and Analytics for American Express, Citibank and GE. Founded Decidyn, company focused on developing Analytics products. 24