Getting to the nerds: thoughts on this week’s PSAMA luncheon

Community, Content Strategy, Marketing Musings, Social Media

On Wednesday, a whole batch of Projectliners and I headed to the Washington Athletic Club (aka the WAC) for this month’s PSAMA luncheon. We were sponsoring, so there was setup and networking to do. We had a great time and counted it a resounding success. But the best evidence that it was a successful event is the fact that I just can’t stop thinking about the presentation.

The speakers were Jerry Hayek, Group Marketing Manager at Microsoft, and Brian Donaldson, Group Account Director at Wunderman. They walked us through this year’s Office 2010 launch, starting with the traditional launch activities and winding up with an in-depth discussion of a more targeted campaign to reach technical influencers. Launches are so multifaceted and complex that it was interesting to see the full story, but Donaldson’s in-depth exploration of one piece is what I’m still thinking about.

Essentially, Wunderman was asked to reach technical influencers and create excitement about Office 2010. Their target audience was not Technical Decision Makers, but the people who would hound them to upgrade; the PC support specialists, network engineers, and developers they trust to let them know what their companies need to be more effective. At the luncheon, Donaldson did a great job of walking us through the thought process: they defined their target audience as “IT and developers” and then delved into what makes that audience tick.

What they found was somewhere between message board community 4Chan and the TV show LOST. In response, they developed a campaign around a fictional company, a fictional website, and a lot of wonderfully silly videos. It’s creative, thorough, and really well conceived. For Wunderman, for Microsoft’s marketing, legal, and PR teams—and for the marketers in the room at the WAC—it was a tremendous stretch beyond normal marketing activities and messages.

To me, the most compelling part of the presentation was Donaldson’s and Hayek’s candidness about the results. In short, the campaign did well. It achieved much of what they expected from it by creating conversation and increasing respect for Microsoft’s cleverness and sense of humor (which might seem minor—unless you’re friends with any actual nerds, in which case you understand that it’s quite a feat). But it seems to me that a campaign of this creativity and thoughtfulness should have soared…which is why I keep thinking about it.

My conclusion? It can be tempting to think about people who are different from us in somewhat broad categories—hence, defining target audiences using terms like “techies,” “entrepreneurs,” or even “people who want to buy our products/services.” (Come on, don’t tell me you haven’t used that last one even once, at least in jest.) The problem is that those people don’t see themselves in such large groups, because they don’t define themselves in opposition to us—they define themselves in opposition to each other.

What does this have to do with anything? Well, I think it’s quite possible that by lumping together IT and developers, this campaign just barely missed hitting the perfect nerve with either. IT workers have really different frustrations, priorities, and ways of thinking about themselves than developers. In turn, developers have different concerns, annoyances, and interactions than IT departments (with the possible exception of in-house developers, where there might be more overlap).

How could this campaign have hit one or both of those sweet spots? Based on the presenters’ insightful recap, here are a few things to keep in mind:

  • Segment and then segment some more. Just because a group is different from me (as a marketer, as a Seattleite, or whatever category is relevant) doesn’t mean it sees itself as one group. People often define themselves in opposition to other people who are the most similar to them, so mining those differences can be a rich source of humor and connection.
  • Think about what you want people to do. Wunderman and Microsoft wound up making the campaign so clever that it was confusing to a lot of viewers. The puzzle was so good that not very many people made it to the solution. The “solution” in this case was that Office 2010 would make their lives easier and that they should be interested and excited about Microsoft’s upcoming software. It wouldn’t be so bad to have people blogging the pathways to that solution, sharing the tricks, and making it all the way through the puzzles to the end.
  • An ongoing content plan can help keep things on track. In this case, it might have helped to have some contingency plans: hints ready to go out when people got stuck, additional content to keep people engaged when they got frustrated or bored, and rewards to add incentives if needed. Knowing how to respond by “herding” your readers when they don’t respond how you’d hoped could really help keep them on track.

Thanks, PSAMA, for putting on such a wonderful event. And thanks to Jerry Hayek and Brian Donaldson for such a thought-provoking presentation. I’m looking forward to the next luncheon!

Gartner’s BI Summit takeaways: Get business on board for BI

Business Intelligence, Marketing Musings

Last week’s Gartner BI Summit in Las Vegas was a lot like the famous Vegas buffets—too much for one sitting. The topics ranged from establishing Enterprise BI and BI Delivery Frameworks to Master Data Management, Enterprise Architecture, Sourcing and Resourcing, and Measuring Business Value. Others were broader, addressing questions like how to engage the business in establishing meaningful metrics.

One of my favorite speakers was Keith Ferazzai, author of Who’s Got Your Back? and ex-CMO for Deloitte. He challenged us all to create an environment in our organizations and our projects that fosters truth telling. This starts with finding out what’s important to end users and taking an interest in their concerns, which helps to drive adoption and create reporting that’s more meaningful. Holding each other accountable and establishing a culture of intimacy fosters innovation.

Meaningful reporting comes down to measuring the right metrics, which was another common theme throughout the Summit. Often, companies invest in lots of tools and technology without stopping to really evaluate what they’re trying to measure. Business intelligence offers a real opportunity to make a difference by making sure you involve cross-functional areas of your business in the discussion of what should be measured. To take advantage of the full value of BI, recruit a senior executive to lead a metrics framework and create a BI strategy that connects planning, reporting, and analysis to inform business goals.

However, it often felt like those crucial business voices were scarce at the Summit itself. Here’s my recommendation to Gartner for next year’s BI Summit: offer a 50% discount for each business stakeholder from a specific company with a fully paid IT registration. This would help break the silos in which many companies now function by bringing attention and an open discussion to BI and IT projects. It would also create more holistic conversations so that all attendees could return home poised to build the collaborative frameworks that are vital to any successful BI project.

Dispatch from the Customer Reference Forum: Julie Tung on Oracle’s reference success

Customer Reference, Marketing Musings

This week at the Customer Reference Forum in Santa Clara, CA, I was excited to hear Julie Tung, VP of Global Customer Programs at Oracle, speak about her experiences and best practices managing a successful global reference program.

Julie described how Oracle built an impressive customer reference program by fostering a company-wide customer focus and paying attention to the best interests of their customers. Her presentation really jibed with my experiences in evidence and case study management as a reference professional. Highlighting advocacy, customer centricity, loyalty, and strong relationships as the building blocks of a customer focused culture, Julie spoke specifically about how Oracle expresses its focus. They listen to customers, respond when they have an issue or question, and collaborate with them. It may seem simple, but these small things have made an enormous difference for the company.

In addition to the fundamentals, I’ve found C-level engagement and executive sponsorship are crucial in creating a successful reference program. For Julie, this was also part of the action plan. She and her team specifically targeted executive sponsorship from both parties during customer engagement, along with customer advisory boards and one-to-one issue resolution. Executive sponsorship is important not only because it can mean the reference program gets funding but it can then validate projects and get buy-in from sales and marketing groups around the company. This type of upper-level involvement can also help break silos between teams so they can work together towards a common goal.

At Oracle, the results of creating a company-wide culture of customer focus spoke for themselves. The reference program saw increased participation, a larger pool of customers and communities, open dialog with executives, and an increased ability to fix programs in response to early warnings from customers. In short, customer focus led to happier customers, C-level engagement, and better customer references.

One of the most impressive parts of her program is that her team is able to do all of this successfully while supporting 9,000 Oracle products with 100 reference professionals. Her ideas on how to leverage executive sponsorship to scale her program and meet the demands of the sales team within such a company are remarkable—I’m glad she brought them to the forum.

Dispatch from the TDWI Meeting: Analytical Score Carding

Business Intelligence, Marketing Musings

Last week I attended a TDWI (Technical Data Warehouse Institute) meeting in Bellevue which featured Tori Tolton from Hitachi Consulting and Karl Haberl, a Principal Engineer for Microsoft Business Intelligence. Both speakers addressed the need for analytical score carding: a technique that lends context to gathered Key Performance Indicators (or KPIs). KPIs, by themselves, don’t provide a lot of value with regard to the overall metrics you are trying to capture, but when you apply analytics to the data you start to see that not all areas of your business are equal. By applying weighting and prioritization, you create a scorecard which better represents a realistic view of your business. This allows you to focus your resources and attention on the areas that will provide the greatest return on your assets, energy, and corporate resources.

Look at your business as you would investing in a 401k: where are you going to invest your resources today in order to get the greatest return over a specific time horizon? The only negative is that most of us are measured on a much shorter time period, like 1-2 years. This sometimes requires us to make decisions that may be more beneficial in the short term and sacrifice some longer term growth potential. It can be a challenge to balance the short term growth vs. long term growth. But beware…“What have you done for me lately?” does not always translate into the best decisions for sustainable growth.

A solid BI strategy can help guide you to better balance these potentially competing goals.

By building some of those long term priorities into the weighting that makes up your scorecards, they become valuable checkpoints and help to avoid losing sight of the larger business goals. With the use of carefully set-up analytic scorecards, your KPIs become more meaningful and you’re able to adjust more quickly to changes in your business and make the most of the limited resources you have at your disposal.

Questions about BI? Feel free to contact me at brianh@projectlineinc.com.

Engaged in 2010

Customer Engagement, Marketing Musings

With the last few years’ escalation of conversation about customer engagement, it’s more than a little odd to note that some of the biggest marketing stories in the first week of this new year (and decade!) are actually about very traditional one-way marketing—or even customer dis-engagement. Case in point:

  • Last week dating site beautifulpeople.com made a PR splash by culling its ranks of singles who’d gained a little holiday weight. Seems like the exact opposite of customer engagement, right?
  • Polaroid named Lady Gaga as its new creative director: a perfect example of celebrity-centric splash-making.
  • Today, as CES hit its stride in day two, more and more of its live tweet-stream is mentioning iPhone trouble. With thousands of gadget fans, marketers, and tech bloggers in one place, the overload on AT&T’s network means they can’t engage the way they want to engage—online.
  • All the tech chatter is about tablets-to-be. They aren’t in consumers’ hands yet, so for now the chatter is confined to generalized hype and tech bloggers’ speculation.

What does this mean for those of use trying to engage customers in the longer term—those of us who care more about gathering customers’ reactions and responses throughout the product lifecycle than about an isolated PR splash?

Well, it seems like a great reminder that in getting customers’ attention, fun, surprising, and entertaining stunts still matter as much as ever. Creative diversions (like Lady Gaga), surprising moves (or even obnoxious ones, like beautifulpeople.com’s rejection spree), and big events (#CES) can kick-start the conversation. The trick is to make sure the tools are in place to support it, respond to it, and deliver on the promise—which is where the challenges lie for AT&T and tablets.

Lessons from the Summit on Customer Engagement

Customer Engagement, Marketing Musings

Eric and Anika at the Summit on Customer EngagementFellow Projectliner Anika and I attended the 2009 Summit on Customer Engagement in Quincy, MA on October 19-21. We’ve finally managed to recover and really process all the great presentations on using customer input to drive corporate decisions.

Tim Thorsteinson (President of the Harris Corporation) and Sean Geehan (@seangeehan and Founder of the Geehan Group) started off The Summit by talking about how Harris drives corporate strategy through their Executive Advisory Board. Great presenters from AT&T, National Instruments, Microsoft Interoperability Council, and Intel followed with stories and advice about using advisory boards comprised of influential customers to guide and inform business decisions.

What’s stuck with me longest?

It was exciting to hear from Citrix’s Chris Fleck (@chrisfleck) about how customers’ voices can directly sway new product development. In his presentation, he mentioned that Citrix had intended to build a new Blackberry application. But, suspecting they needed more info, he blogged the question, “Do you want Citrix XenApp to run Windows apps on the iPhone?” When his post got more than 500,000 views, he used the interest to get resources assigned to building an iPhone app. By tuning into customer needs, they were able to prioritize the app that customer wanted most.

So, what’s next?

There seems to be a movement to integrate broader community-based engagement plans, like Citrix’s, with more narrowly focused advisory boards. As companies engage with customer communities, they have the chance to use community input alongside feedback from advisory boards and other councils. By posing questions to both the community and to advisory boards or internal leadership, you can find out whether there’s a single clear direction. Even when there isn’t a straightforward consensus, clear, genuine communication will let your community members and advisory board know you’re listening. Open lines of communication also mean that, if you change your mind based on the reaction from an advisory board or community, you can admit you’re wrong and amend your decision.

The big takeaway:

We came back ready to start working on coordinating advisory boards, communities, and all the other ways of engaging customers. With transparency and responsiveness, they can work together to strengthen your customer relationships—which is always the top priority around here.

Investing in Customer Engagement

Marketing Musings

In preparing for the Summit on Customer Engagement next week, I’ve learned that some of our clients are unable to attend due to budget restrictions or lack of executive sponsorship. It seems that some companies are still spending the majority of their critical marketing dollars on traditional marketing, but making only tiny toe-dip expenditures into Customer Engagement (reference programs, customer advisory boards, online customer communities, etc.). It’s a little heartbreaking to hear innovative marketers share that their companies aren’t willing to spend training budget on these types of knowledge sharing events or (even worse) that tight budgets are causing them to cut customer engagement marketing programs all together. Eeek.

The good news is that some companies are willing to make the investment into these critical and effective programs—and many of them will be at the Summit on Customer Engagement (like Cisco, ECM, Hewlett Packard, IBM, Open Text, and Research in Motion).

The way I see it, these organizations have looked into the eyes of our tough economic times and continued to march forward, unwavering in their belief that customer programs are vital to their success. Hopefully they, like me, are ready to absorb ideas from talks like “How Communities Foster Innovation at Citrix” and “Understanding the Value of Customer Engagement” and take those ideas and innovations home to their own programs. (If you like to follow events on Twitter, you can catch some snippets of insight following #SCE2009.)

Question for you: if you’re in the trenches working on marketing programs, are you having more success getting budget for customer engagement programs, or for traditional marketing activities such as direct mail and events? Is your company investing in your expertise and knowledge in the customer engagement area?