29-30 April, 2015 | ICC, ExCel, London © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 1 Digital marketing 101: How to build a rock star digital marketing team Gunnar Klauberg | Sr. Product Market Manager, Adobe © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Gunnar Klauberg Sr. Product Marketing Manager, Adobe @Aeroid © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 3 #AdobeSummit @aeroid Adobe Marketing Cloud SOLUTIONS MEDIA OPTIMIZER CAMPAIGN SOCIAL EXPERIENCE MANAGER TARGET ANALYTICS PRIMETIME AUDIENCE MANAGER CORE SERVICES PROFILES & AUDIENCES PLATFORM © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid ASSETS ACTIVATION MOBILE EXCHANGE COLLABORATION Data & Content #AdobeSummit @aeroid USER MANAGEMENT & ADMINISTRATION Challenges 268 Forrester (April 9, 2015) © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Challenges © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Change can only be met by change © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Key Takeaways 1 Team members need to have clearly defined roles © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2 Communcation channels must remain open at all times #AdobeSummit @aeroid 3 There is no substitute for hard work. Some words of advise Yin: Involvement Key stakeholders must either be fully involved in the project (100%) allocations, or assign a proxy that has carte blanch decision making privileges Yang: Trust Key stakeholders must trust the consultants they contract with. If you cannot trust the experts you hired, failure is imminent Customers must be prepared and aligned across all organizations and have sign off from all key stakeholders Roles must be clearly defined and each person assigned must keep a completely open channel to all other roles A clear plan to success must be present. This does not mean a “waterfall” schedule. Customers must develop a clear vision of what they want before any work starts. Do not start using tools until you have been trained on those tools. © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 9 #AdobeSummit @aeroid Phases of a Successful Project Internal Planning Phase Discovery with all parties Implementation Delivery (all consultants and key stakeholders) © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Handoff Before Adobe Arrives (Internal Planning Phase) Decide requirements Define roles clearly Allow for an open discussion between all stakeholders Key stakeholders Gather all requirements (they are important to someone) Business contacts Par down requirements into attainable medium term goals and separate them into releases Etc. IT support contacts Internal business owner (decision maker) Now Soon (fast following) Someday © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Put it in Writing PM/PO should have a high level understanding of what is expected to happen when our engagement ends SOW and Contract should be robust enough to provide enough runway to allow for a successful implementation Trying to save money up front often costs the customer much more later Measure twice, cut once © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Enablement Proper training should be in place before implementation starts Should be project/product specific Implementations are complicated and it is important for projected users to have base knowledge of the products that we are implementing before they attempt to use them Confusion level / stress level much lower with this comfort © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Marketing Avengers Assemble! (Discovery phase) Before and During Discovery Before PM from both sides schedule all team members to be onsite for at least 1 week This includes all advisors, vendors, and stakeholders They loosely schedule sessions and invite pertinent teams There must be ample time for breakout sessions Don’t forget to take breaks These sessions are what people are talking about when they say they are “Drinking from a fire hose” © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Marketing Avengers Assemble! (Discovery phase) Before and During Discovery Discovery This is when we begin discussing the details of the project All involved in the project should be present Allow for all to explain their requirements and business needs Allow for discussion around needs vs. technical challenges Sometimes needs become less important when cost of these needs are more clear Horse trading © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Consumer value beats all © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Discovery continued Roles and Delivery: TA Technical Architect PM Project Manager PO Product Owner Dev Lead QA Lead These are names of roles, it is important for the team to understand it’s own strengths and weaknesses It is up to the team to define what role is assigned to what responsibility Some tasks can easily be assigned to one or another role based on expertise © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Minimal Viable Product (MVP) might be an option The bad product, that has no use © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. MVP 18 The perfect product, that will never get funded or finnished #AdobeSummit @aeroid Working with a distributed team (implementation) Onshore/Offshore Strategy In order to have a strong and effective offshore team, the team must be fully engaged Offshore leads must be present for discovery PO / Tech Lead / QA Lead (at least one) must travel to offshore site to work with team and deliver presentations and working sessions to give the offshore team context to shifting business requirements (there are always shifting business requirements) Offshore and onshore team must meet and talk often (once a day) in order to hash out business requirements and or technical difficulties This should be done by the PO, QA lead, and Tech lead, and not management This encourages a self organizing Development team © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Implementation Phase Implementation Process explained Agile methodology Most customers have heard about agile, but very few have actually seen an implementation that truly is agile All agile ceremonies are observed Standup Sprint planning Retrospective Sprint review - At the end of each sprint, an executive demo is held to allow for stakeholders to see progress and give them opportunity to pivot as needed © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Backlog The Backlog – what is this for? The backlog is the source of truth for the project Every team member gets marching orders from here Every requirement must be in here or it doesn’t exist © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. All work flows through the backlog How is it made? During discovery – The stakeholders explain the requirements and the tech team translates them into Adobe Marketing Cloud specific implementation stories with user tests that are translated from functional requirements #AdobeSummit @aeroid Work is broken down into sprints The backlog tells us either when all work will be completed or what can be completed in the time allotted Communication practices (implementation) Communication Group chats are great for easy back and forth, but are more for team chatter and not for decision making © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Communication practices (implementation) Communication We live in the digital age, but Nothing compares to face to face communication. Email threads should not exceed 5 mails as a rule of thumb. If you cannot solve your issue by then, pick up a phone, call a meeting, etc. If you feel at any time something has begun to go sideways, call a summit, get together, talk talk talk © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Customer roles responsibilities (Handoff Phase) Roles defined Define roles and assign people to that role as soon as possible Don’t wait till after implementation is complete © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Mistakes will happen Expect issues and mitigate quickly Take a long view of your roadmap What is falling through the cracks? Who can fill the cracks? Review staffing model Agile allows for very quickly changing direction Don't be afraid to fail, but don’t allow it to happen twice © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid What’s the real secret? There is no secret to success, no tricks just… • Hard work and dedication clear process and lots of communication • It takes all stakeholders to be completely involved and dedicate most of their time to a project to make it successful • Stakeholders must be “egoless” • • • Humans all have egos so this is not a logical statement. • Try and place your ego into team and project success, not personal achievement BE A TEAM Success takes a whole team, heroes are not real, each stakeholder must be committed to the role that is assigned to them Best practices are not a buffet, you must follow all of them to expect success © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid WORK HARD Next Steps 1 Please review the digital marketing maturity tool © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2 Talk with your stakeholders about things you can change today #AdobeSummit @aeroid 3 Make a long term plan Q&A If this session supports questions sent in via the app just go to Summit Interact Your question, or one similar, may already be in the queue Gunnar Klauberg [email protected] @Aeroid © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Go HERE, do THIS, and you could WIN! 1 Download the App • • • • 2 3 Give us feedback It takes less than a minute Log in to your account Survey available as Enable social the sessions start Receive a personalised experience Use the app to interact with Summit © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. #AdobeSummit @aeroid Win an Apple Watch Sport Complete at least 9 surveys to enter the prize draw © 2015 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 30
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