Define

Once we've completed in-depth internal, customer, and technology discovery it's time to get more granular and define these key areas.

Define

Derive
Insights

Customer
Journeys

Program
Structure

Technical
Requirements

Timeline for
Deployment

Derive Insights

Derive Insights

  • Review existing data
  • Analyze existing behaviors and identify areas for change
  • Identify customer segments to target for growth
  • Build proformas and align on expected lift goals
  • Gain executive management support for proformas

Customer Journey Identification & Development

Build a rich omnichannel experience for users across segments

  • Develop customer journeys for each identified segment
    • Define each interaction point
    • Define system in which each interaction happens
  • Define preferred experiences for each touchpoint
  • Define value for each interaction
    • Identify which interactions to recognize and/or incentivize
Customer Journey Identification & Development
Program Structure

Program Structure

  • Define program structure
  • Review with all stakeholders
  • Test structure with customer sets
  • Tweak, review, test as necessary for collective alignment

Technical Requirements

  • Define business and technical requirements
  • Build use cases and determine gap analysis
  • Review architecture diagram
  • Map data flows between Annex Cloud and your brand
Technical Requirements
Timeline for Deployment

Timeline for Deployment

  • Define deployment steps
  • Define deployment plan
  • Define deployment timeline

Learn about the next step: Design

Goal Alignment Goal Alignment Discovery Discovery Define Define Design Design
Develop Develop
Deploy Deploy
Ongoing Optimization Ongoing Optimization

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