Think modular!
Achieving customer
centricity with flexible
data architecture
Julia Rapp, LAYA Group and Sebastian Amtage, b.telligent
Julia Rapp
LAYA
rewarding experiences. loyal
customers
Senior Manager CRM & Loyalty at LAYA Solutions,
advancing retailers’ digital transformation towards a truly
customer-centric organization
12 years of experience in CRM strategy and customer
loyalty
Expert in launching multi partner loyalty schemes
worldwide
Sebastian Amtage
b.telligent
smart data. smart decisions.
Founder and CEO of b.telligent, a
technology-independent consultancy specializing in
analytics and data management.
20 years of experience in international data projects.
Data visionary for intelligent data driven solutions and
forward-looking technology.
Why modular?
An innovative
approach to CRM
architecture
Architecture
Deep Dive Consent
& Loyalty
Introduction
LAYA and
b.telligent
Agenda
This is LAYA!
LAYA is designed to put the customer and his needs
and help retailers to accelerate the digital transformation
in the center of all core business design decisions
unrivalled customer experience and true brand loyalty.
of their underlying business model by creating an
Founded in March 2020
in Munich
Truly customer-centric service
company
70+ Tech- & Analytics talents
recruited so far
Full agile
product organization
Every day, every hour, every minute
our retail customers are performing actions
through numerous touchpoints
adding up to a powerful pool of first party data
300
physical stores
More than
CRM
Profiles
Click & Surf
Behavior
Shopping Behavior across
channels
Marketing
Reaction
Store & Market
Data
6
Webshops
>20M
customers
… available for
Strong data alliance for retailers
Intelligent & data-based
solutions
Exploit data potentials
Ownership & Governance
Data Asset Allocation
Multi-retailer coalition program
External Data Access
Data Monetization
Customer Data Platform
Consulting Services
Operational Excellence
Three business units – each with dedicated purpose
Fast
Flexible
Modular-based
From experts for experts
Our LAYA
Smart Data Platform
State of the art
Best of Breed
Multi-client capability
Built for the Cloud
Scaling on the fly
Source-Code owned
▪ Pseudonym
transaction
data
Information GAP
Typical silos in retail & e-commerce
▪ Card holder
master data
▪ Consent
▪ Contact
information
▪ Orders /
Purchases
▪ Interaction
history
▪ Account details
▪ Orders
▪ Invoices
▪ Payment
history
▪ Payment
Methods
▪ Credit Rating
▪ Account master
data
▪ Search history
▪ Shopping
basket & order
history
▪ Payment
methods and
History
▪ E-Mail address
▪ Interaction
history
▪ Response
history
▪ Bounce history
▪ Permissions
▪ Referrer &
search terms
▪ Device
information
▪ Geolocation
▪ Interaction
history, i.e. click
stream data
PoS Loyalty ERP E-shop
Newslette
r
Digital
Marketing
LAYA Smart Data Platform
▪ Central IAM for
identification of
customers in all
customer
touchpoints
▪ Central
management of
master data and
consents
▪ Central
management of
preferences
▪ Uniform standards
for tracking
customer
interaction on
digital offers or
apps
▪ Central customer
contact history
▪ Central
management of
payment methods
and payment data
▪ Use of registered
payment methods
across all
touchpoints
▪ Central campaign
management
system with
central logic
▪ Coordination of
CDP and other
channel-specific
Personalization
services
(retargeting,
advertising, ...)
▪ Establishment of
a central,
customer-centric,
analytical
database for
analytics,
campaign
management and
reporting
▪ Consideration of
GDPR
Central
IAM
1
Central
Tracking
2
Central
Data Platform
3
Central
Decisioning
4
One
Payment
5
5 pillars of a modern omni-channel MarTech infrastructure
Customer owned LAYA owned
Architecture of the LAYA Smart Data Platform
Marketing
Automation /
CDP
IAM
&
Consent
Managment
(CMP)
Data
Lake
Customer Data
Hub
Customer
Analytics
Channels
Central
Decisioning
Smart Data Platform
Customer
Analytics
E-Shop
Golden Record
Landing
Zone
(Interfaces)
ERP
CMP
IAM
Payment
Bulk E-Mail
Mobile Engagement
Display Advertising
A/B Testing
Personalization
Recommendation
DMP
Retargeting
Tracking
Custom Audience
360° View
PoS
App
E-Shop
Off-
Portal
Social
Care
Operational systems
...
E-Shop
ERP
PoS
Loyalty
...
Customer
Master
Planned
b.telligent in a nutshell
Topics
Data Strategy
Data Governance
Analytics and data
platforms
Big Data
Cloud
Data Science
AI/ML
Visual Analytics
Business
Intelligence
Performance
Management
Customer
Engagement
Range of Services
Optimize
Run
Build
Design
Check
Industries & customers in the DACH area
Telecommunikation
+500
weitere
Kunde
n
Banks Entertainment & Media
Trade & E-Commerce Automotive Insurance
Suppliers Industry Travel
+ 50 weitere Partner
Partner
Munich + Zurich + Dusseldorf
+ Hamburg + Frankfurt + Berlin
2004 2009 2010 2011 2013 2016 2018 2020
Development
(Employees & Locations)
0
150
100
50 49
118
300+
200
2021
250
+ Hanover + Basel
300
b.telligent in a nutshell
Themen
Data Strategy
Data Governance
Analytics and data
platforms
Big Data
Cloud
Data Science
AI/ML
Visual Analytics
Business
Intelligence
Performance
Management
Customer
Engagement
Range of Services
Optimize
Run
Build
Design
Check
Industries & customers in the DACH area
Telecommunikation
+500
weitere
Kunden
Banks Entertainment & Media
Trade & E-Commerce Automotive Insurance
Suppliers Industry Travel
+ 50 weitere Partner
Partner
Munich + Zurich + Dusseldorf
+ Hamburg + Frankfurt + Berlin
2004 2009 2010 2011 2013 2016 2018 2020
Development
(Employees & Locations)
0
150
100
50 49
118
300+
200
2021
250
+ Hanover + Basel
300
Design
Build
Run & Improve
in this project
The role
of b.telligent
Cloud architecture design
Customer Master
Set-up & Development
• Cloud infrastructure
(as code)
• Data platform / Streaming
• Analytics platform
• Marketing Automation
Overall architecture design
Technology evaluation
• Cloud platform
• Data Processing (ELT)
• Analytics
• Marketing Automation
Consent Management
Multiple Retailer
LAYA
Challenges for Consent Management
Dynamic Omnichannel
Management
Independent Microservice
Consent Groups
Multi-Tenant capabilities
Individual Audience Level
Full GDPR documentation
require
flexibility
…solved with b.telligent Consent Cloud
Separation of duties – Consent Management
Full documentation of consent assignment
Flexible configuration of consents & metadata
Revision security for consents
Single Source of truth for customer consent status
Central trigger of E-Mail DOI
Documentation
Dynamic content management for all channels
System of records
Dynamic Omnichannel Management
…simplify your roadmap!
Export
Provision
Consent
Management
▪ Website / App
▪ POS-/
Cashiersystem
▪ Paper /
Registration form
▪ POS Terminal
▪ Call Center
▪ DMP
▪ DWH
▪ Reporting
▪ Campaign
Management
System
▪ Web Analytics
Registration
How Consent Management is integrated into the smart data platform
Loyalty made by LAYA
• Loyalty booking for baskets / SKUs
/ exclusions
• Rounding rules & Goodwill
processes
• Handling of returns and charge
backs
• Status level (Basis / Platin)
• Cross-Retailer partnership
Loyalty features
Active clients
~27M
Transactions rated within
the loyalty module per year
> 10 M
Loyalty members
• Flexible configuration possibilities
− Incentive types
− Stores & Channels
− Categories, SKUs
•Personalization capabilities
− Targeted send out of coupons
− Personalized coupon center
Couponing features
Loyalty Architecture
External Clients
/Applications
A
Number
Generator
Loyalty
Core
Loyalty
Identity &
Access
Mgmt
Azure Service Fabric
LAYA:
Customer
Master
Analytical
Platform
REST APIs
Azure Service
Bus
API Service Gateway
Azure
Service
Bus
Loyalty Features
Account Management Status Levels Bonification & Rating
Flexible Account – Member –
Identifier Structure
Broad portfolio of standard,
bonus and coupon options to
provide customer with a variety
of rewards
Retailer centric redemption
options
Retailer tailored Status Level
Logic
Rolling vs. yearly upgrade
1 Level
2 Levels
4 Levels
Retailer 1
Retailer 2
Retailer 3
Smart Data Platform
Thank you!
layagroup.de

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Sebastian Amtage / Julia Rapp: Think Modular! Achieving Customer Centricity With Flexible Data Architecture

  • 1. Think modular! Achieving customer centricity with flexible data architecture Julia Rapp, LAYA Group and Sebastian Amtage, b.telligent
  • 2. Julia Rapp LAYA rewarding experiences. loyal customers Senior Manager CRM & Loyalty at LAYA Solutions, advancing retailers’ digital transformation towards a truly customer-centric organization 12 years of experience in CRM strategy and customer loyalty Expert in launching multi partner loyalty schemes worldwide
  • 3. Sebastian Amtage b.telligent smart data. smart decisions. Founder and CEO of b.telligent, a technology-independent consultancy specializing in analytics and data management. 20 years of experience in international data projects. Data visionary for intelligent data driven solutions and forward-looking technology.
  • 4. Why modular? An innovative approach to CRM architecture Architecture Deep Dive Consent & Loyalty Introduction LAYA and b.telligent Agenda
  • 5. This is LAYA! LAYA is designed to put the customer and his needs and help retailers to accelerate the digital transformation in the center of all core business design decisions unrivalled customer experience and true brand loyalty. of their underlying business model by creating an Founded in March 2020 in Munich Truly customer-centric service company 70+ Tech- & Analytics talents recruited so far Full agile product organization
  • 6. Every day, every hour, every minute
  • 7. our retail customers are performing actions
  • 9. adding up to a powerful pool of first party data 300 physical stores More than CRM Profiles Click & Surf Behavior Shopping Behavior across channels Marketing Reaction Store & Market Data 6 Webshops >20M customers … available for
  • 10. Strong data alliance for retailers Intelligent & data-based solutions Exploit data potentials Ownership & Governance Data Asset Allocation Multi-retailer coalition program External Data Access Data Monetization Customer Data Platform Consulting Services Operational Excellence Three business units – each with dedicated purpose
  • 11. Fast Flexible Modular-based From experts for experts Our LAYA Smart Data Platform State of the art Best of Breed Multi-client capability Built for the Cloud Scaling on the fly Source-Code owned
  • 12. ▪ Pseudonym transaction data Information GAP Typical silos in retail & e-commerce ▪ Card holder master data ▪ Consent ▪ Contact information ▪ Orders / Purchases ▪ Interaction history ▪ Account details ▪ Orders ▪ Invoices ▪ Payment history ▪ Payment Methods ▪ Credit Rating ▪ Account master data ▪ Search history ▪ Shopping basket & order history ▪ Payment methods and History ▪ E-Mail address ▪ Interaction history ▪ Response history ▪ Bounce history ▪ Permissions ▪ Referrer & search terms ▪ Device information ▪ Geolocation ▪ Interaction history, i.e. click stream data PoS Loyalty ERP E-shop Newslette r Digital Marketing LAYA Smart Data Platform
  • 13. ▪ Central IAM for identification of customers in all customer touchpoints ▪ Central management of master data and consents ▪ Central management of preferences ▪ Uniform standards for tracking customer interaction on digital offers or apps ▪ Central customer contact history ▪ Central management of payment methods and payment data ▪ Use of registered payment methods across all touchpoints ▪ Central campaign management system with central logic ▪ Coordination of CDP and other channel-specific Personalization services (retargeting, advertising, ...) ▪ Establishment of a central, customer-centric, analytical database for analytics, campaign management and reporting ▪ Consideration of GDPR Central IAM 1 Central Tracking 2 Central Data Platform 3 Central Decisioning 4 One Payment 5 5 pillars of a modern omni-channel MarTech infrastructure
  • 14. Customer owned LAYA owned Architecture of the LAYA Smart Data Platform Marketing Automation / CDP IAM & Consent Managment (CMP) Data Lake Customer Data Hub Customer Analytics Channels Central Decisioning Smart Data Platform Customer Analytics E-Shop Golden Record Landing Zone (Interfaces) ERP CMP IAM Payment Bulk E-Mail Mobile Engagement Display Advertising A/B Testing Personalization Recommendation DMP Retargeting Tracking Custom Audience 360° View PoS App E-Shop Off- Portal Social Care Operational systems ... E-Shop ERP PoS Loyalty ... Customer Master Planned
  • 15. b.telligent in a nutshell Topics Data Strategy Data Governance Analytics and data platforms Big Data Cloud Data Science AI/ML Visual Analytics Business Intelligence Performance Management Customer Engagement Range of Services Optimize Run Build Design Check Industries & customers in the DACH area Telecommunikation +500 weitere Kunde n Banks Entertainment & Media Trade & E-Commerce Automotive Insurance Suppliers Industry Travel + 50 weitere Partner Partner Munich + Zurich + Dusseldorf + Hamburg + Frankfurt + Berlin 2004 2009 2010 2011 2013 2016 2018 2020 Development (Employees & Locations) 0 150 100 50 49 118 300+ 200 2021 250 + Hanover + Basel 300
  • 16. b.telligent in a nutshell Themen Data Strategy Data Governance Analytics and data platforms Big Data Cloud Data Science AI/ML Visual Analytics Business Intelligence Performance Management Customer Engagement Range of Services Optimize Run Build Design Check Industries & customers in the DACH area Telecommunikation +500 weitere Kunden Banks Entertainment & Media Trade & E-Commerce Automotive Insurance Suppliers Industry Travel + 50 weitere Partner Partner Munich + Zurich + Dusseldorf + Hamburg + Frankfurt + Berlin 2004 2009 2010 2011 2013 2016 2018 2020 Development (Employees & Locations) 0 150 100 50 49 118 300+ 200 2021 250 + Hanover + Basel 300
  • 17. Design Build Run & Improve in this project The role of b.telligent Cloud architecture design Customer Master Set-up & Development • Cloud infrastructure (as code) • Data platform / Streaming • Analytics platform • Marketing Automation Overall architecture design Technology evaluation • Cloud platform • Data Processing (ELT) • Analytics • Marketing Automation Consent Management
  • 18. Multiple Retailer LAYA Challenges for Consent Management Dynamic Omnichannel Management Independent Microservice Consent Groups Multi-Tenant capabilities Individual Audience Level Full GDPR documentation require flexibility …solved with b.telligent Consent Cloud
  • 19. Separation of duties – Consent Management Full documentation of consent assignment Flexible configuration of consents & metadata Revision security for consents Single Source of truth for customer consent status Central trigger of E-Mail DOI Documentation Dynamic content management for all channels System of records Dynamic Omnichannel Management …simplify your roadmap!
  • 20. Export Provision Consent Management ▪ Website / App ▪ POS-/ Cashiersystem ▪ Paper / Registration form ▪ POS Terminal ▪ Call Center ▪ DMP ▪ DWH ▪ Reporting ▪ Campaign Management System ▪ Web Analytics Registration How Consent Management is integrated into the smart data platform
  • 21. Loyalty made by LAYA • Loyalty booking for baskets / SKUs / exclusions • Rounding rules & Goodwill processes • Handling of returns and charge backs • Status level (Basis / Platin) • Cross-Retailer partnership Loyalty features Active clients ~27M Transactions rated within the loyalty module per year > 10 M Loyalty members • Flexible configuration possibilities − Incentive types − Stores & Channels − Categories, SKUs •Personalization capabilities − Targeted send out of coupons − Personalized coupon center Couponing features
  • 22. Loyalty Architecture External Clients /Applications A Number Generator Loyalty Core Loyalty Identity & Access Mgmt Azure Service Fabric LAYA: Customer Master Analytical Platform REST APIs Azure Service Bus API Service Gateway Azure Service Bus
  • 23. Loyalty Features Account Management Status Levels Bonification & Rating Flexible Account – Member – Identifier Structure Broad portfolio of standard, bonus and coupon options to provide customer with a variety of rewards Retailer centric redemption options Retailer tailored Status Level Logic Rolling vs. yearly upgrade 1 Level 2 Levels 4 Levels Retailer 1 Retailer 2 Retailer 3
  • 24. Smart Data Platform Thank you! layagroup.de