2016.05 liferay webinar, alistair oildfield

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Closing the Gap between Store, Desktop and Mobile in the new age of Telco Omni- channel commerce Alistair Oldfield Emeldi Group - Official Liferay Partner May 2016 www.emeldi.com

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Closing the Gap between Store, Desktop and

Mobile in the new age of Telco Omni-

channel commerce

Alistair Oldfield – Emeldi Group - Official Liferay Partner

May 2016

www.emeldi.com

Defining Omni-channel digital commerce in Telco

Evolution towards Omni-channel digital commerce

Dichotomy between physical & online channels in Telco

Trends and behaviour of digitally-enabled consumers

Observations, Conclusions

Achieving Omni-channel

Simplification of perspective

Building blocks of Omni-channel

Summary

Agenda

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Defining Omni-channel in Telco

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What is Omni-channel Commerce

Anyways?

“You can't know where you're going until you

know where you've been.”

- old inspirational cliché

- Alistair Oldfield 2016

4

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Scratching the surface

Birth of Omni-channel concept originates through

innovation initiatives within ecommerce leaders:

Pushing of multi-channel boundaries

Hodge-Podge efforts of trial & error

Driven by what worked best for customers –

shaped by usage

5

Design

User

Experience

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Evolution of digital commerce

from the primordial soup

6

Single Channel

•One touch point to brand

Multi-Channel

•Technical and business unit silos existing and evolving independently

Cross-Channel

•Brand experience not unified

•Business functions still channel-centric

Omni-Channel

•Holistic customer view and brand experience continuity

•Business function channel-agnostic

Most Brave ones Lucky ones

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Opportunity knocks: Omni-channel is still a very

new concept

Omni-channel vs. OmniChannel vs. Omni Channel?

Ecommerce, eCommerce, e-commerce – remember those days?

Omni-channel is still a very new concept

Business description is quite well-understood (more later)

Opportunity lies in now applying technical best-practices in deploying a

concept for which business definition is now crystalized and hard lessons

have been learned

Goal of this presentation:

Understanding and executing the correct transformation steps on the first

try…

7

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Traditional brick-and-mortar shops

vs.

Traditional ecommerce

a classic example

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What traditional brick-and-mortar

store mean for Telcos

Primary closing venue for sales

Enjoys very high share of overall telco sales

Consumers place high value on personal

assistance when making final purchase

9

Occasional re-visits in case of technical issues

Deserted during low-traffic business hours

Expensive to maintain (rent, staff, bills, etc.)

How can Telco companies improve

the productivity of these stores?

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What does ecommerce mean for

telecom sales?

Slowly but surely increasing online conversion

rates

Relative cost of up-keep is low

Innovative product and plan discovery tools

such as configurators and calculators

Runs 24/7, minimal comparable operational

maintenance costs

10

Consumers still highly determined to touch and

feel hardware before purchase

Consumers not prepared for an online-only

shopping experience

How can Telco companies improve

the productivity of their ecommerce?

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Cross-channel Cannibalisation

Primary frontlines of

telecom sales operations

managed separately

11

Online Sales

Channels

Physical Retail

Channels

Sales / revenue /

customer:

CHURN

Competition and cannibalization

instead of synergic cooperation

Classic Physical Retail Stores vs. Online Sales Channels:

So many things wrong with this model in digital commerce

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Operational misalignment between retail

and online channels is costing Telcos

1. Bob reviews and compares various phones

and associated plans on his Telco's

ecommerce site, shortlists the services which

are right for him

2. However, when he visits the his Telco's

brick-and-mortar shop to make a final decision

and purchase, the store representative

informs him that there is no discount available

on the selected phone

3. Bob is seeks in vain to understand why –

Bob really doesn’t care about channels

4. Bob decides to evaluate options from other

Telco brands

12

73% OF CROSS-CHANNEL

CONSUMERS

experience price and promotion

inconsistencies between stores and

websites under the same banner.

- CFI Group

Misaligned Business Functions

=

Bumpy, confusing shopping

experience

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Consumer Trends

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Source: Forrester Research Web-influenced Retail Sales Forecast

-2.25%

7.74% 7.53%

Offline-only

Sales Growth

Online-influenced

Sales GrowthOnline Sales

Growth

Overall consumer behaviour is

gravitating towards digital commerce

Consumer trends show the increasing significance of the role online

channels to overall retail sales bottom line over the next 2 years (2016, 2017)

Most consumer electronics

purchasing decisions are now made

online

0

10

20

30

40

50

60

0 10 20 30 40 50 60 70 80

WEB-INFLUENCED CONSUMER ELECTRONICS SALES

Percent Transacted Offline

Perc

ent

Researc

hed O

nli

ne

Source: Forrester Research Web-influenced Retail Sales Forecast

Enormous

disparity between

source of lead

generation vs.

venue of sales

finalisation

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Capabilities considered “important” or “very important” to online consumers:

Consumer expectations demand uniformity

between online and offline worlds

83%: Clear indication of when items will arrive

71%: View of in-store

inventory of products

64%: Store

locator

52%: Buyonline and have order

shipped to a store for pickup

50%: Buy online and pickup in

store (same day)

49%: Reserve online, pickup,

and pay in store

Source: Forrester Research Web-influenced Retail Sales Forecast

“Click-and-collect”

“Order Status”

“Endless Aisle”

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Foot traffic in Telco brick-and-mortar shops depends more and more on

online search, compare, shortlist & select, and inventory capabilities

Online inventory much larger than physical (i.e. saving the sale via the

“endless aisle”)

Click-and-collect use-cases:

removes checkout process (removing barriers is the name of the game)

significant impact on online conversion rates

Consumer is highly digitally enabled: expects same from sales rep

expects similar sales tools/capability/awareness of his/her own

experience across channels

Synergy is required between

online/offline channels

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Conclusion:Taking the “e” out of ecommerce

$

Online Offline

Conversions online low, however research online is high

Acquisition starts online, almost always

Needs to be recognized and reflected internally within organizational

structure

Consumers do NOT make a distinction between channels within the same

organization

Gartner: "we should stop calling it e-commerce and call it just commerce"

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Omni-channel in

telecommunications is much

more involved than seamless

integration between

ecommerce and physical sales

channels

ALL touch points are

affected

True Omni-channel refers to

the connectedness and

unity of the business

operation as a whole

What does an efficient, robust

Omni-channel platform look like?

Sounds simple, is that all?

Source: Telco 2.0 Research

Customer PerspectiveTelecom Operator Perspective

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Omni-channel is not a mash up of distinct channels, it is a mashup of common

functionality delivered through a common frontend

Omni-channel is not common customer experience (look & feel), it is continuity of

customer experience

Omni-channel ecosystem does not refer to a well-integrated set of business

operations across various channels, it refers to a single business operation which

addresses all channels

Omni-channel is NOT simply “multi-

channel” done well

Om

ni-

chan

nel

Business operation unity Continuity of experience

Experience can

only be aligned

through

alignment of

business

function

Single UI

platform,

business layer,

and data layer

are the key

Flexibility in

introducing new

channels key –

(plug and play)

Creating a seamless customer experience

across all existing and emerging touch points

Mu

lti-

chan

nel

Om

ni-

chan

ne

l

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All touch-points: Anywhere, Anytime,

Anyhow

Everything…

…that a customer touches

…that a sales representative touches

…that a call centre operator touches

…that a technician touches

If it shows…

…customer data

…product data

…order data

…billing data

…customer interactions

(chats/support/leads/opportunities)

…then it MUST be mounted and served to all users

from the Omni-channel platform

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Changes Required

Changes in perspective

Changes in practice

OrganizationalTechnical

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Achieving Omni-channel means

simplifications in fundamental perspective

Telecoms generally posses 5 areas of complexity which need to be

overcome in order to create manageable Omni-channel platform:

1) - Products

Multiple products and complex

offerings

Convergent offers built on modular building blocks

2) - IT

Legacy, silo’ed, fragmented

Robust platform, housing common business function

3) - Channels

Offline business, viewing online as

sales support

Omni-channel business function

Processes

Many, complex, manual, dis-joint

Full automation on unified

business platform

Governance

Internal rigidity, complexity and

competition deeply ingrained

within DNA

Agility, lean-and-mean

Simplification of Products

Telecommunications product portfolio is complex,

changes frequently

Billing: 10Ks combinations of:

products & services

options

rules

Imperatives:

Define limited modular combinations of products

Migrate:

Introduce incentives for customers to self-migrate –

may take time

Decommission & auto-migrate

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Simplification of IT

Telecommunications SOAs undergoing technical transformations, consolidation, and

convergence of systems.

CRM

Billing

Order Management

Consolidation efforts need to translate to visible value for the end-user:

IT simplification focus needs to include customer-facing front-ends (greatly

lagging)

Simplification of Channels: The Foundation of Omni-channel

Unity in customer experience

across all touch-points is

enabled through the following

4 pillars:

1. Common Presentation

2. Common Function

3. Common Customer

View

4. Common Analytics

Customer Experience Unity

Omni-channel

Common

presentation

layer concept

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1. Common Presentation Layer

Light-weight GUI

WCM / CMS driven – all channels

Web-based Common GUI

(common presentation)

Customer Portal

(self-care)

Ecommerce platforms (browse,

compare, and buy)

Help and

support

Marketing websites / micro sites

E-billingPartner

Integration

Kiosks

Mobile

PoS

Single presentation layer

Consistency in experience

Content Biz MgmtLook & Feel

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Features & Benefits of Light-weight

approach

Web-based:

Responsive design providing consistent experience for all devices

(desktop, tablet, mobile, POS, etc.)

Business-user-driven – flexibility in pushing broad-spectrum UI

changes with minimal technical intervention – faster T2M

Consistent navigation, look & feel, experience across all touch-points

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Liferay – Viable provider for Telecom Omni-

channel portal container

ICT point of view

• Housing for ecommerce applications

• Micro-services architecture

• Modularity benefits without DevOps complexity.

• Easy to integrate and customize

• Connects easily to existing systems

• Allows for creation of new services quickly

• Supports popular front-end frameworks

Business point of view

• Single, consolidated platform

•Easy-to-use interfaces

• Simple for non-technical users, consistent across channels.

• Supports customer campaigns, retention & loyalty, and digital transformation

Customer point of view

•Touch-point-agnostic

•Consistent experience and view on interactions with brand

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2. Common Function:Unified Business Layer

Common API (access to all digital services)

Product Catalogue

BillingOrdering

IntegrationDigital services

Automated processes

CRM

API

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Characteristics, Features & Benefits

of common function

All channels derive, and in turn provide, functions based on underlying API:

Ensures consistency of business function across enterprise

Channels build mashups functionality based on centralized API

Introduces a platform for cross-channel performance tracking and

sales commissioning

Creates opportunities for extending functions globally:

Significantly faster go-to-market for new offerings

Changed intrinsically pushed across all channels

Increased monetization through building shared services which provide

aggregated functionality

Fundamental building block for

effectuating true Omni-channel

platform

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Emeldi Commerce®

Powering the Omni-channel Commerce Experience

• 100% Telco specific platform

• Omni-channel solution

providing a unified interface

across all frontline channels

• Supports the whole customer

lifecycle

• Flexibility to coexist within an

ecosystem sharing a legacy

CRM (e.g. Siebel) if required

by the operator

eSales eCare Mobiles Sales Retail POS Customer care dep.

Emeldi Commerce® Omni-channel Platform

Unified frontline channels

Omni Platform Orchestration

Customer Management Product Catalogue Order Management

Pre-integration to TELCO Backend Solutions

Connectors to backend domains

Standard Telco backend domains

Billing Integration Provisioning ERP BI

Legacy CRM

Optional integration per

Operator’s architecture

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Emeldi Commerce®Powering the Omni-channel Commerce Experience

Emeldi Commerce® Omni-

Channel Platform

Full coverage of order capture and continuity of

experience across all channels

Telco Product Catalogue:

• Bundling & Non-Flat structure

• Product business rules / eligibilities / hierarchies / relationships

• Integration to Telco processes

• Complex payments

Telco Processes & Integration

• Sales

• Care

• CRM

• Ordering

• Provisioning

• ERP

• Billing

Telco Commerce Landscape

• Ecommerce

• Self-care

• Customer-care

• Mobile Apps

• Physical channels

• Other channels

API Product

Catalogue

Liferay (Common Presentation)

Database Server

Omni-Channel Platform (Common Function)

3rd-Patry Front-end extensions

Liferay Modules

LiferayNative components

Liferay service AP

I

WCM

DMS

Security model

Persistence layer

Liferay Database Schema

Emeldi Commerce

Unified frontline channels

Integration layer

PORTAL DatabaseSchema

JDBC

eSALES

Retail POS

eCARE

Call Centre

SOA

SOAP

ESB - SOA Platform

Omni Platform Orchestration

Order Management

Customer Management

Product Catalogue

Fulfilment

3rd-Patry Front-end extensions3rd-Patry Front-end

extensions

3rd-Patry Business Logic

Credit Check CRM

Delivery Management ERP / Inventory

Fulfilment / Activation

Number Booking / MNP

Payments Pricing Recharging

Scheduling / Appointments Self Service API SSO

Partner sites

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Omni-channel Platform System Architecture

Platform allows for introduction of

channels from various project

streams/sources

Common business layer creates

mashup of shared functionality

Shared Integration Layer, extendible and re-usable to all services

Shared product catalogue supporting Telco end-to-end processes

Predefined interfaces to standard Telco back-end domains

Consistent frontline channels management providing continuous experience across all touch points • Customers• Operator staff • Partners

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3. Common Customer View

Connect/consolidate

customer profile

information/functions

across different systems

into a single system of

record

Portal Profile

Ecommerce profile

CRM Profile

Support Profile

Billing ProfilePartners

Profile

Common Customer View Motivations & Challenges

1

2

3

4

5

7

8

9His next

shopping

experience is

highly customized

to his past

interactions

Peter sees

an ad on TV

for a mobile phone,

looks it up on

his mobile device

He goes

online on his

desktop to

review

the product

360 Customer

View

He uses

ecommerce map

to locate nearest

store, places

a reservation

to try it out

The map

links with his

mobile device

He visits the

shop, tries the

phone, purchases

it using the QR

code from his

online reservation

He is

prompted to

share his experience

and create an

online profile

to manage

his account

His profile is

used for future

customer interactions:

a thank you

email is sent

with vouchers

He shares

his experience

online, which

is integrated

to social media

Establishing a unified

view on customer

equates to establishing

a 360 view of customer

Can only be achieved

through proper

technical consolidation

of profile data

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6

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Common Customer View Motivations

& Challenges

Technical transformation should execute consolidation in 1st phase

Master customer profiles and extension data to be migrated,

aggregated, and stored in central CRM

Newly-

appended

Profile Datasets

Base Customer

Profile Data

Unified

Customer View

MSISDN Challenge: One customer, multiple MSISDN,may not be identified as a single customer

Unified Customer View may require new identity model

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Migrating: Automate and Incentivize

De-dup migration waves, hits most customers, but

enough gaps remain for further action

Various de-dup automation strategies exist –

analysis will yield best approach

Billing address, subscriber names, email,

MSISDN,..

Incentivized strategies offered to customer to get

the job done:

Unified bills – ease of use

Limited offers/credits – when adding

subscriptions to profiles

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Common Customer View in Both

Directions

Benefits of unified customer view in terms of true

continuity of customer’s experience are self-

evident

For operators, exists large motivation to organize

and compartmentalize customer data into a

single system of record…

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4. Common Analytics

Care

• Omni-channel assisted care

• Personalized customer interactions

• Proactive care

Sales• Improved targeting

• Personlized/appropriate offers

Marketing

• Targeted marketing

• Track customer engagement through different channels

Omni-channel platform will virtually stand as sole data-capture engine for telecoms in better

understanding and serving their customers

Big data and analytics will emerge as nucleus to

Omni-channel in Telecom

Conceptual Architecture

Channels

•Online (ecommerce, self-care)

•Retail (store, kiosks, agent desktops)

•Care (call centre, chat)

•Partners

•Mobile (native apps / hybrid apps)

Common Presentation

•CMS / DMS

•Authentication / Authorization

•Look & Feel

•Responsive UI

•Business user autonomy

Common Function

•Universal Telco Business API

•Telco Product Catalogue

•Ordering

•Commissioning

•Telco Processes

Common Customer View

•Customer interactions, leads, opportunities

•Consolidated Customer Profile

•Customer profile management and enhancement

•360 view

Common Analytics

•Improved targeting

•Omni-channel assisted care

•Targeted marketing

In Summary…

Closing the Gap between store, desktop

and mobile is very much a top-down

transformation in business processes,

governance, and function

However….

Multi-channel patch-work and tactical

work-arounds will no longer meet the

expectations of digitally enabled

customers

True Omni-channel business vision can

only be realized by fully coordinated

technical and business efforts

Laying down carefully-considered

fundamental IT framework aligned to the

Omni-channel principle is key

Channel Strategy

Integrated Business Function & Product

Management

IT Building Blocks

Thank [email protected]

www.emeldi.com