Tag: CXM

Recap of Liferay Symposium North America 2016

Posted by on October 03, 2016

The annual Liferay Symposium North America was held in Chicago recently, where the trending topic was getting to the heart of the customer experience. In two session-packed days, Liferay Symposium brought together the brightest thought leaders to share why they’re succeeding at deeply personalized customer experiences, where digital transformation is going next and how Liferay is taking them there.

If you weren’t able to attend this year’s event, Liferay’s Live Blog provides a great recap of both Monday and Tuesday.

Here are some of our highlights from the event…

Our booth is set up and ready to go!

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We sponsored this year’s After-Party and decided to do something different by taking it off site. It turned out to be a huge hit, as attendees got to enjoy a relaxing cruise along the historic Chicago River.

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We’re honored to receive a Community Excellence Award that recognizes our commitment and ongoing contributions to the Liferay community. Congrats to all the Pulse Award winners!

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And last, but not least, one lucky raffle winner got to walk away with this autographed Jim McMahon jersey!

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Creating Better Employee and Customer Experiences with Liferay and Crafter

Posted by on June 21, 2016

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The modern customer’s needs are ever increasing as they want information combined with the convenience of interacting with your brand whenever and wherever from various digital touchpoints and devices. Meanwhile, employees are demanding digital experiences that facilitate rapid information access, communication and enterprise collaboration.

To meet these demands, organizations are leveraging Web Content Management (WCM) solutions such as Crafter CMS to help deliver consistent and personalized experiences throughout the customer journey. And internally, portal solutions such as Liferay Portal are being used to address a variety of social business and collaboration needs.

But what happens when you want to share the same content across both internal and external sites? Is integration the key? While many organizations are realizing the business benefits of an integrated solution, it’s important to keep in mind that integration isn’t always the answer, and when it is, the approach taken can determine your implementation’s success.

Understanding Platform Differences

Gaining a clear understanding of how each technology can be used for addressing various business needs means recognizing what each technology is under the hood.

At a high level, Liferay Portal is a multi-tenant, site-based platform, allowing the creation of multiple sites — including websites, portals, social collaboration environments, e-commerce, big data solutions, and mobile apps. The sites are built with Liferay’s portlets, all of which sit under the Liferay umbrella, meaning these sites are being published to the web by Liferay.

Crafter CMS, on the other hand, is an enterprise WCM tool with robust content management features — including user-friendly content authoring, in-context preview, workflow, multi-channel publishing, versioning, and content delivery.

Architecturally, Crafter is very different from Liferay in the way content is delivered. Crafter employs a decoupled architecture, where content authoring and delivery occur separately. Crafter’s authoring component, Crafter Studio, is where all the authoring takes place, along with content being managed in an Alfresco repository.

Unlike Liferay, where publishing occurs within itself, Crafter publishes to a completely different environment through Crafter Engine, the delivery component. Crafter Engine is able to serve content to virtually any channel, whether it’s a website using any front-end framework (PHP, .NET, Java, etc.), mobile app, or other third party system. This is the fundamental difference between Crafter and Liferay, and understanding this is a vital part of knowing when to integrate or not.

Perspective Differences

Liferay and Crafter are both powerful platforms that can be used to address a variety of business needs, including many similar, overlapping use cases. This overlap creates confusion around when to use each of these tools and if they should be used together. We’ve seen organizations integrate these products for the wrong reasons, which result in a lot of wasted effort to correct those mistakes.

Determining if your business will benefit from using these two products together requires you to think about perspective. Based on your business needs, if you see a lot of overlap between the two products, then one platform should suffice and it’s probably not a good idea to integrate. However, if there isn’t much overlap, then integration makes much more sense as it allows you to leverage each solution’s strengths.

The amount of overlap really depends on your unique requirements and what you’re trying to accomplish with your website(s). Keep in mind that much of this is attributed to how websites and content management has evolved over the years and its affect on marketing’s needs. Today’s organizational websites have grown to become much more complex, often involving multiple sites that are then integrated with other enterprise systems, such as marketing automation, CRM’s, e-commerce, and analytics to provide a richer end user experience.

The key consideration here is the total number of web assets your organization has. Are you a small organization with just one website, or a large enterprise with a global presence with hundreds of web properties to maintain?

For smaller organizations with only one website, then either Liferay or Crafter on its own is fully capable of addressing most, if not all, content management needs. However, it becomes more complicated when it comes to larger organizations with more sophisticated digital experience needs that typically involve many different sites and touch points.

In the latter case, an example of an integration pattern that doesn’t work is when Crafter is being used solely for managing all web content, where the entire site is then published through Liferay as the front end. This pattern fails because Liferay controls its own look and feel, so trying to control it outside of Liferay breaks its architecture.

When there are multiple sites involved, it only makes sense to use both Liferay and Crafter when Liferay is just one of many delivery channels. An example would be an organization using Liferay for its employee intranet and Crafter to manage its global and regional websites. When the organization wants to publish content that needs to be delivered across all websites along with the intranet, that’s when it makes the most sense to integrate.

In this use case, Liferay manages its own intranet page. Within the page is an area that’s managed by Crafter that enables access to enterprise content while still adapting to the look and feel of the intranet.

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This decoupled architecture, where content is separate from delivery, also makes it easy to expand and add additional delivery channels (mobile, social, etc.) for true multi-channel publishing. We’ve found this to be a great integration pattern for organizations that desire the flexibility to scale.

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To summarize, Liferay and Crafter are both very powerful at the platform level. If you’re thinking about integrating the two, it’s counter productive to perform a feature by feature comparison. Instead, design your solution based on your use case and not by focusing on features, as many different technologies will have the same features, but address each use case differently. And remember that integration isn’t always the answer, so do your research to understand the pros and cons. When done right, integrations can yield tremendous long-term benefits.

 

Customer Highlight: LifeCare – Delivering Dynamic Customer Experiences With Liferay Portal

Posted by on April 15, 2016

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Every customer project comes with its own set of challenges, but at the end of it, when everything’s running smoothly in production, it’s always exciting and rewarding to look at the finished product and see the positive impact it’s making for each customer.

Our latest case study tells the story of how we helped LifeCare, an industry leader in providing employer-sponsored work-life benefits to over 61,000 enterprise customers, improve overall customer experiences using a solution built on Liferay Portal.

As an industry recognized leader and innovator in Work-Life, LifeCare was the first in the industry to launch a work-life balance website. However, the existing Work-Life site was running on a 10+ year old homegrown legacy system that presented a slew of challenges, including a cumbersome site updating process and outdated design.

To maintain itself as an industry leader, LifeCare performed a complete overhaul of their Work-Life site, and chose to build the new site on the Liferay Portal platform. Liferay not only supports a modern responsive design on the front end, but also content management capabilities, effective delivery of LifeCare’s content and services, along with easy integration on the back end.

Working closely with LifeCare, Rivet Logic helped architect an innovative solution that supports sophisticated white labeling capabilities for LifeCare’s customers, allowing delivery of heavily personalized content without compromising on site performance requirements.

The new Work-Life site now offers a customized experience for LifeCare’s enterprise clients with improved functionality. And for LifeCare, giving control of the content publishing process to the business users meant more frequent updates and fresher content, while freeing up valuable time for IT to focus on other strategic initiatives.

Read the full case study to learn more!

Awesome Customer Experience Begins with Customer Context

Posted by on April 01, 2016

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With 68% of all Americans owning smartphones, it’s no wonder that many companies place a huge emphasis on mobile first. Yet from Starbucks to Uber, companies are realizing what matters are screens, not devices, and these mobile app driven companies are quickly adding complimentary web apps to create a better customer experience. The “context first” focus is the next wave of customer experience design that will soon replace mobile first as the leading approach to customer experience design. This smarter, more seamless design caters to the best of both worlds (mobile and web) and helps designers break away from designing for mobile by removing functions previously created for large screens.

Mobile is Not Enough

Simply put, mobile first is really a design strategy and not a complete method of approaching customer experience. It, in fact, limits the scope of the overall customer experience. While the optimal screen size is still a moving target, and there is fast-paced change concerning which screen size is best for varying contexts, it really all comes down to access to consuming and publishing information. From screens on wrists to tablets and notebooks, information via screens and not devices is the overarching concept that the “context first” design solves.

Customers, be they B2C or B2B, want a buying journey synchronized with their daily life as they interact with a brand’s products and services through numerous touchpoints and varying contexts (other than mobile). When companies stick with a mobile first design they miss out on key opportunities for customer engagement. A recent Gallup poll indicated that engaged customers buy 90% more frequently and even wary customers will give more money to companies they feel emotionally connected to – while ignoring others.

Context First Design

Servicing customers in a way that takes advantages of the situational context of use will create a better customer experience every time. Whether this means eliminating steps to speed up the process or, adding a step or two to enable the customer to easily broadcast their activities to their social circle, all depends on the objectives at hand.  For example, most people don’t take their laptop to the beach and no one is creating the board deck from their smartphone, so considering what screen is best for input and what screen is best suited for output can make all the difference. The ultimate goal, of course is to help the customer achieve their intended objective in a way that delights in their current context.

Context first is significant because it focuses on why a customer is engaging with a brand or company and allows companies to respond to each phase in a customer’s decision journey as well as the customer’s interaction with technologies outside of mobile. Additionally, it gives companies a broader lens of customer content and valuable customer data to better drive engagement and deliver a highly personalized, responsive and more ubiquitous customer experience.

Imagine the possibilities for the customer experience and top line growth of a company with the ability to completely address all context drivers to further engage customers and enhance their experience.  Context first opens doors for brands that were once closed by mobile-first thinking.

 

Creating a Successful Multi-channel Customer Experience

Posted by on February 11, 2016

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Forrester has coined the term Age of the Customer to describe today’s customer-centric era. To succeed, businesses must not only undergo a digital transformation, but to also do so with their customers’ needs in mind.

The modern consumer’s demands are ever increasing, they want the convenience of researching and comparing products online, and they want that information to be delivered on their terms. They also want options, with the ability to choose when, where, and how they interact with your brand.

Meanwhile, the digital landscape is ever changing, with the number of touchpoints on the rise, and each interaction with your brand is a piece of the overall experience. The key to a successful multi-channel approach is to put users at the center of your digital strategy and offer them a consistent experience throughout the entire journey that may span across multiple channels in a single transaction.

However, that consistent multi-channel experience also needs to be contextual, to serve up relevant content that enable users to more effectively perform tasks based on different scenarios they may be in. For example, a banking desktop site might show the user’s account summary after they log in, whereas its mobile app might want to show nearby branch locations.

Your technology needs to simplify this otherwise complex process, through a flexible solution that’s able to serve up that seamless experience for your users – they need to be able to switch from a desktop site to mobile app, and be able to pick up exactly where they left off.

To accomplish this, businesses need a flexible Multi-channel Content Management solution that can effectively engage a variety of audience groups across all applications, devices, and channels.

Rivet Logic’s Multi-channel Content Management solution is a seamless integration of Crafter CMS and Alfresco, enabling businesses to create and manage all content types through a user-friendly authoring tool, then publish to any or all channels and formats in a single step!

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The solution leverages Alfresco for its powerful content management capabilities and Crafter CMS for its modern platform for building and managing rich online experiences across all digital channels. The result is a solution that allows you to create engaging, two-way conversations with your users to enable that personalized interaction with your brand!

Learn more about how you can benefit from a Multi-channel Content Management solution in our datasheet.

5 Reasons Why Your CMS Should Move to the Cloud

Posted by on November 23, 2015

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Your website isn’t just brochure-ware or a place where people go for product updates, but instead it’s the lifeblood of your company and acts as an important sales tool for that first initial interaction with your users. It’s also an engagement tool, with the ability to segment and build personas, to deliver personalized experiences that’ll keep your users engaged. From an integration standpoint, a web CMS isn’t just a standalone effort, but needs to integrate with various other tools such as CRM, marketing automation, and analytics.

Crafter Cloud is a full featured, enterprise SaaS-based content management system with user-friendly authoring tools, easy integration, high-performance content delivery, ability for personalization and targeting, using a suite of industry-leading development tools to enable delivery of omni-channel experiences. Crafter was designed with flexibility and scale and can be integrated with a variety of digital efforts.

Why the Cloud? 5 Reasons to Move Your CMS to Crafter Cloud

From our experience implementing CMS solutions, we’ve across 5 consistent themes for why customers choose Crafter Cloud when deciding to move their CMS to the cloud.

  1. Custom development experience in the cloud – One of the biggest benefits from both an IT and marketing perspective is the availability of a custom development experience, which provides the front-end team a personalized development environment with the ability to use any front end framework of their choice. This leads to shorter release cycles, which benefits business teams and keeps them excited about the CMS as new features and functionality requests are met in a timely manner.
  2. Full Featured CMS – As a full-featured CMS, Crafter Cloud has the design, integration and security features of an enterprise CMS that’s traditionally deployed on-premise with your own resources. The cloud CMS is a great option for customers with a lot of security and integration requirements to deploy the system without a lot of IT overhead. In addition, one of the challenges businesses face during a rebranding effort or site redesign is the ability of the CMS to respond appropriately. Not only are there desktop views, we now need to accommodate multiple screens and mobile devices, and each experience needs to be unique. Design responsiveness and the ability to create custom design and not be limited by the CMS and its features is imperative.
  3. Augment IT – Deploying your CMS in the cloud allows you to augment your IT and accelerate time-to-market. This means freeing up time and resources and limiting your IT overhead so they can focus on new features and the overall user experience.
  4. Cost – Deploying your CMS in the cloud is also cost effective, with savings from resources, time and energy it would take to build and deploy the solution. Crafter Cloud employs a flexible pricing model that allows you to scale and buy as you grow, limiting any over buy.
  5. Running your business at the speed of the market – Often times your public facing website becomes an afterthought if the CMS can’t keep up (e.g. the need for IT resources to make updates, design updates limited by features, marketing needs more data / analytics, etc.). Teams often end up walking away from relying on the CMS and addressing these tasks independently. Crafter keeps in pace with not just consumers but also the technology side of the house by allowing development teams to work with tools they’re familiar with.

Design & Deployment Considerations

When it comes to Web Experience Management (WEM), it can be broken into 5 categories, each with its own subcategories to dissect and think about your business and users (IT, marketing, sales, customers, partners, etc.).

  1. Ease of use – Is it user friendly?
  2. Multi-channel – What are your multi-channel requirements? It’s no longer enough to say it needs to work on a mobile device. Mobile is a whole different experience to think through, and you need to make sure your CMS can be responsive and flexible in that sense. For example, a mobile experience for retail is very different from a services company.
  3. Personalization – Your site needs to be personalized to build engagement. A repeat consumer / site visitor doesn’t want to feel like they’re reintroducing themselves each time they visit your site, which can be very frustrating. You need a CMS that enables you to build the journey with the customer and not force a reintroduction at each touch point.
  4. Engagement – A CMS becomes a viable piece of your business when it can spark engagement, which comes in many forms. Engagement isn’t only about results in product buying, but also in comments, reviews, and feedback loops.
  5. Integration – Can it easily integrate with other third party systems – CRM, Marketing Automation, Analytics, etc.?

Who Are My Users and What Do They Need?

Users are typically divided between internal an external users. Internal users include Marketing, IT, and Sales, and all of these user categories have their own different expectations and opinions on how the site should be designed.

While IT wants security, Marketing prefers flexibility, ease of use and the ability to design and add new features, and Sales wants a site that’s captivating to bring them leads. It’s important to go through the process of defining and prioritizing expectations.

As you narrow down the list, you need to determine if the CMS is able to respond to these expectations, as keeping the internal team happy is the first step to launching a successful CMS. When it comes to features, determine what the current CMS supports, features you wish you had but previously had limitations, whether it’s lack of IT resources for customization or lack of familiarity with the CMS’s integration points. You need an extendable platform that can successfully address these feature requests.

In addition, your CMS manages a variety of content, from blog posts to news articles, to products and press. Your CMS needs to be flexible from a content editing standpoint, where non-technical business users have the ability to edit, preview and publish without any additional IT support. Depending on the organization, IT may or may not be involved in the CMS, so it needs to be self-sufficient, with Marketing owning the solution.

Your external users include customers, partners, and other stakeholders, and you need to start thinking about perception and how users view your brand during their site visit.

To manage user expectation, you need consistency across each digital touch point. The experience from desktop to mobile to kiosk should be consistent so that users don’t need to learn a new UI at each touch point. In addition, if you publish a lot of content, users are going to have certain expectations around the frequency of your updates, and the context in which they’re consuming the content from. All of these points warrant discussions when it comes to your CMS process – it needs to be flexible enough to address most of these challenges.

Customer Win Patterns & Success Stories

Customers select their CMS based on a few consistent win patterns – full-featured with the ability to respond, ability to integrate, provides developers with development tools, limited IT overhead so IT resources can be reallocated to other strategic initiatives, fast time-to-market, and ability to consolidate various sites into one platform.

Our customers are leveraging Crafter Cloud to address a variety of business needs, including:

  • Rebranding a 30 Year Old Company – This health & fitness customer had many inconsistent brands, designs and technologies across their sites that needed to be consolidated into one platform. With a strict timeline and lack of IT resources, they started by deploying their core public facing website onto Crafter Cloud, with other web properties to follow, all accomplished within a two month timeframe.
  • Creating an identity in Ad Tech – This advertising technology company went through a rebranding to create a new identity. Design was extremely important and they needed a CMS to support pixel perfect design. With Crafter Cloud, their solution was up and running in under 1.5 months.
  • Enhancing a Global Platform – This customer already had an existing technology platform in place with high user adoption. They wanted to enhance their site with social capability without disruption. Crafter Cloud provided the necessary social features that were implemented with limited platform disruption.

These are just three examples that all come back to the consistent theme of full featured CMS in the cloud, low IT overhead, cost effectiveness, and speed of market.

Creating a Memorable Web Experience

The larger goal is to have your web presence create a memorable experience so that it reinforces your brand. Best practices to accomplish this include the three C’s:

  1. Consistent – Both internally (equipping marketing with necessary tools in one area to create these experiences and providing IT with the right development tools) and externally (across multiple devices)
  2. Contextual – Providing the right content in the right context
  3. Conversational – The ability to create conversations and enable engagement, and ultimately build a community around your web experience

To learn more about Crafter Cloud, visit crafter cloud.io.

5 Reasons You Should Consider Building a Native Mobile App

Posted by on June 12, 2015

The buzz around mobile has been around for a while and isn’t going anywhere, and with good reason. When over 90% of adults have their mobile phone within arm’s reach 24/7, it’s apparent that as a society, we’ve become largely dependent on our mobile devices. I bet the last time you forgot your phone at home, you felt like a part of you was missing, didn’t you? Well, you’re not alone.

With the population spending more and more time on their mobile devices, businesses can no longer afford to ignore their mobile experience. With an unlimited amount of information at their fingertips, consumers expect the ability to quickly access whatever info they need at that moment. And that’s not just limited to consumers. In B2B environments, business users are researching products and services on their smartphones, and performing tasks that would typically be done on desktops.

mobileapp-bannerleftThis requires a different approach to strategizing for mobile, a mobile-first approach. The question is no longer “should I build a responsive site or a native mobile app?” It’s not a matter of one versus the other. Businesses today need to have a mobile friendly website, period. It’s what your audience expects.

The question now becomes, “is mobile web enough?” To bring your customer engagement to the next level, it’s a good idea to consider a native mobile app. If you’re still not convinced, here are five advantages of mobile apps that makes the UX superior:

  1. Better handling of touch, gestures, and swipes – Side to side swiping, while very popular on mobile apps and desktop sites, doesn’t work as well on mobile websites
  2. Faster and more responsive – While mobile sites download the experience and data for each page through verbose HTML, mobile apps already contain most of the experience definition and only need to download the data
  3. Easy to continue where you left off – Mobile apps allow users to carry on tasks that span over long periods of time without having to log back in each time
  4. Tighter device integration – Mobile apps are much better equipped at handling features like geo-location, camera, and push notifications. While HTML5 is capable of supporting some of these device integrations, it’s not to the same degree and is often a power drainer
  5. Integration with other apps – It’s much easier and seamless to launch from one app to another app, than from an app to a mobile web app (take using your Facebook login to login to Pinterest for example)

Well, there you have it, five advantages that native mobile apps have over their mobile web counterparts. Of course, this doesn’t mean everyone should go and replace all their web apps with native apps. Each business still needs to determine what works best for them. But this provides some areas for consideration the next time you’re trying to decide whether or not to build that mobile app!

 

What’s in Store for Digital Experience Management in 2014

Posted by on January 13, 2014

2014 is here in full swing, and promises to be an exciting year as the web continues to evolve and new products and trends continue to disrupt the industry.

In 2013, we saw the continued rise of mobile and the age of the customer, where enterprises worldwide re-evaluated strategies to optimally engage with their customers in this digital era. As mobile devices continue to proliferate and have become the new norm, consumers have increasingly higher expectations of the right content delivered to them when and how they want it, resulting in customer experience management skyrocketing to the top of every organization’s priority list.

However, experience management doesn’t just apply to customers, but instead extends to include all organizational stakeholders – customers, employees, partners, etc. We also saw organizations take a closer look internally and focus their efforts on employee community building. Realizing that workplace environments are changing, with a greater need for enterprise collaboration now than ever before, companies are implementing social intranet solutions that offer dynamic and social environments to facilitate community and collaboration.

In addition, many organizations are also building web-based social communities for their external stakeholders for further engagement to improve customer relations and build brand loyalty.

Tackling these daunting digital experience management tasks require careful planning and execution. Organizations need to first determine their business strategies and goals and take the time to really understand their audience to formulate the right messaging. A well thought out strategy sets the right foundation to build your systems – customer experience management, social intranet, customer portal, etc. – upon. The technology should be an enabler of your goals and facilitate your business users to effectively carry out your business objectives.

At Rivet Logic, we believe that software should be agile systems that can easily be customized to fit each organization’s unique needs. There’s no one-size-fits-all tool, and your underlying system must be flexible and developer friendly to allow various customizations and integrations with other existing enterprise applications. In addition, your system must be user friendly for business users. As we’ve seen over the past few years, there’s been a shift from IT to Marketing as Marketing’s responsibilities have expanded to include multi-channel web content management, customer experience management, and more. The tools we employ must be easy to use for non-technical business users.

In 2014 we’ll continue to see these trends evolve. Organizations will continue to put a large emphasis on customer experience management and creating a seamless omni-channel experience as mobile continues to grow. Businesses will also focus more on big data. The explosive growth of social media and mobile devices has generated an enormous amount of user behavioral data that can be harnessed to provide organizations with valuable insight on how to better address the needs of their customers and employees.

 

Rivet Logic Participates in DCG’s Guide to Service Providers for WCM and CEM

Posted by on August 12, 2013

Digital Clarity Group recently launched their Guide to Service Providers for Web Content and Customer Experience Management – 2013 North American edition.

The research report provides valuable insight regarding the growing demand and necessity for customer experience management (CEM), and the key role service providers play in helping organizations deliver successful digital customer experiences.

“The forces of digital disruption have empowered consumers and created a growing demand for rich, engaging, and consistent experiences across multiple channels and touchpoints. Customer experience management (CEM) designates an evolving set of practices, technologies, partnerships, and business values that, taken together, enable organizations to orchestrate, offer, and optimize consistently superior customer experiences. Mastering CEM is an imperative because the quality of the experiences you offer and support will increasingly determine the fate of your company.”

It is crucial to realize that no software vendor offers a packaged solution or a complete platform for customer experience management. Companies draw upon a broad, growing, and rapidly shifting ecosystem of software solutions to support CEM. Because most interactions depend, or at least draw, upon content in a digital format, web content management (WCM) tools and practices will continue to play a central role in the CEM ecosystem for the foreseeable future.”

While technology is an enabler in delivering CEM, the real success lies in how the initiative is implemented, and choosing the right service provider — whether it be a systems integrator, digital agency, or consultant — plays a critical role.

“The customer experience imperative is clear. Organizations must create connected digital content experiences across all of the channels they manage,” says Cathy McKnight, Partner and Principal Analyst, DCG. “Successful deployment of these tools requires true expertise and, most of all, experience. Selecting the right service provider to help deploy these solutions can make or break an organization’s plan.”

The full report takes a look at 42 North American service providers that organizations might want to consider in a Web content management system implementation. Rivet Logic is proud to be a featured systems integrator participating in this report.

Click here to learn more about CEM and to download a special edition of the report.

 

Personalization and Targeting Web Content for Customer Experience Management

Posted by on March 12, 2013

Content targeting is all about getting the right content to the right user at the right time. While targeting used to be something large companies with big budgets utilized to make incremental improvements on transactions, it’s becoming increasingly important that organizations of all sizes start looking at content targeting.

This is largely attributed to the explosion of mobile device usage, which goes beyond just another form factor to how your sites are being used. People are online more often than ever before because they have their devices with them at all times. However, they are online in shorter bursts for specific, immediate needs in the context of their daily activity. In order to hold the attention of this new type of Web consumer, we must speak directly to them with content that is relevant to who they are, where they are, and what they need or are doing.

The tricky part is understanding your users, which can range in complexity. Usually, the more specific your overall goals and interactions with your user, the easier it is. However, in most real-world cases, we find that understanding a user can be quite complex. When a visitor visits a site, we need to determine the reason behind each specific visit. To do this, we must leverage both explicit information provided by the user (or about the user provided from sources like preferences or a profile page), and implicit information based on the user’s behavior on the site and other interactions with your organization.

When it comes to user behavior, certain behaviors are more accurate in helping us understand what a user wants. Behavioral targeting projects often discuss the use of click stream analysis, but this turns out to be a pretty inaccurate indicator of what the user actually wants. On the other side are purchases, which are great in that they tell us exactly what the user wanted. However, by that time, we’ve already missed out on the opportunity to engage with the user with up sells, cross sells, and other useful information. They already have what they need and are on their way. A purchase can certainly help us during the next visit, but it’s not usually that valuable during a visit.

However, when a user’s behavior is of the engagement type, they are telling us exactly what they want. Comments, ratings, and the ability to download content are quite important. Users love these types of features because it gives them a channel to communicate with your company and community. At the same time, these types of features are also the most accurate indicators of what the user wants during a given visit to your site, often prior to a major conversion like contacting your sales department, or even making a direct purchase.

Traditional approaches in handling audience-specific content on websites include creating mixed audience pages with content that speaks to more than one audience on a given page, or creating stove-pipe websites where sections are dedicated to each audience, or a mixture of the two. These approaches make it difficult for users to get to the content they want, especially in a mobile context.

With Crafter Rivet, we can handle content targeting in a much more effective way than these older approaches. Crater Rivet supports dynamic content through the use of templates, which along with the help of other components in the system, can make decisions about how, when, and what content to serve to any given user.

Content targeting in Crafter Rivet relies on a rules engine. The rules engine has access to information about the user which can be acquired from the user profile – populated by the user through a profile Web form, a CRM system integration, or other data source – location provided by the browser, social graph through Facebook integration, user activity tracked and recovered from analytics integration, and so on. Using these data points, the rules engine will work in conjunction with the template engine to create a unique, personal experience for each user or type of user.

To learn more about how Crafter Rivet can address content targeting, visit crafterrivet.org.