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IBM Campaign Audit & Optimization

CLEARGOALS focus on delivering innovation continues beyond the successful completion of implementation and throughout the product lifecycle. Our organization provides world-class product support as well as operations and transition support to help you continually optimize your IT infrastructure.

Because of the nature of the ever-change use and campaign strategy along with the huge amount of data flowing into the system,  CLEARGOALS recommends performing an Audit and Optimization service a three to nine months post production to further leverage your investment and to address any user adoption challenges and then perform an annual audit on the system to ensure maximum efficiency.

Our IBM Campaign Audit is normally a 1-day on-site and 2-week analysis of data process and costs between $7000-$15000 for the entire project depending on the complexity of the environment and number of systems in place.

The goal of the Audit Service is to review how IBM Campaign and it’s components such as Interact have been implemented and are used, and subsequently identify areas that can be improved.  CLEARGOALS will review how the front end of the platform is configured, current processes, which best practices are used and not used, misunderstandings, features that are used and not used, productivity improvement opportunities, available data structures, etc.

An initial Kickoff Meeting and Discovery Session will identify which subject areas will be the focus for the Audit.  For example, subject areas that relate to features that are simply not used and also not needed for the customer will not be part of the Audit.

The Subject Areas that may be explored during an Audit are as follows:

  • CURRENT OVERALL MARKETING STRATEGY & NEAR FUTURE PLANS
  • CURRENT STATE & PERSPECTIVE: Discuss with the business to review current pain points, perspective, limitations and wish list.
  • CURRENT CAMPAIGNS: Review current Campaigns (most representative) to understand current strategy and the state of the overall environment.
  • DATA: Review Current Data Structure in IBM Campaign, Available Data in Database(s), Data Gaps, technical limitations, etc.
  • EXTERNAL DATASETS
  • CONTACT HISTORY MANAGEMENT
  • OFFER MANAGEMENT
  • SEGMENTATION STRATEGY
  • RESPONSE HISTORY STRATEGY
  • FLOWCHART TEMPLATES
  • REPORTING & DASHBOARDS
  • JOURNEY CAMPAIGNS
  • AUTOMATED CAMPAIGNS
  • CONTACT FATIGUE STRATEGY
  • CAMPAIGN DEFINITION PROCESS (Marketing Operations)
  • EMAIL MARKETING BEST PRACTICES (regarding both creating mail lists in batch campaigns and having an email provider link directly to Unica)
  • UNIFICATION OF CHANNELS
  • DATA PART 2 ­ INTEGRATION OF INBOUND DATA
  • CURRENT AND POTENTIAL INTEGRATION POINTS
  • TEAM STRUCTURE
  • REAL TIME PERSONALIZATION CHANNELS INTEGRATION
  • INTEGRATION WITH MOBILE APPS
  • HARDWARE SIZING AND PERFORMANCE ISSUES

If you would like to schedule a brief introductory call to discuss our Audit in more detail, go to the CONTACT US form and select Audit under area of interest.

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