Setting objectives, building a team and choosing a software for your personalisation plans

15 Apr 20208 minutes read

In our second article in our Catapult series on omnichannel personalisation, we talk to you about objectives, building a team and choosing a software for your personalisation plans.

A good personalisation plan should start with setting realistic objectives linked to an organisations long term goals, building a team and then choosing a software to support your plans. We recommend making these decisions in this order as they will lead into one another and create a better outcome.

Setting objectives linked to long-term goals 

You may find yourself starting out with the question: ‘What metrics do we want to influence with our personalisation plan?’. While this is a good question to ask, we encourage you to think broader and more strategically than that.

We recommend starting by writing up a set of strategic objectives for your personalisation plan. You should be considering your marketing objectives in this process, that tie through to the long-term goals of your organisation that represent value to senior stakeholders. Without this approach, we have found a lack of appetite for personalisation at C Suite level, where all they see is the cost and do not understand how personalisation will relate to their commercial goals. These goals should lead your personalisation plans, keeping you focused on why, what and for whom you are aiming to personalise experiences for. Additionally, we recommend combining your objectives with engagement metrics, for example a customer engagement value.

The key ingredients of a great team

Once you have agreement on your objectives and measurement metrics, you need the right skills to help you execute your plan. You may need one or two team members, such as a Strategy Lead, to assist you in setting strategic objectives and/or designing your team. We have detailed an ideal team scenario below, encompassing all the skills we believe are needed for a scaled up omnichannel personalisation plan, that is focused on ambitious objectives and business goals.

Building a team like this is of course expensive and even if you are prepared to invest the required funds, you are hiring in an industry where rapid growth is being threatened by a shortage of skills and rising salaries. If you are not yet at the stage of such a significant investment, consider how you can better align your business goals, personalisation plan and budget. Then take a look at who in your current team you can upskill to cover some of the skills shortage detailed in these roles, consider whether you have the budget to hire an external resource for a period and choose a software that will help you replace some of these skills.

Choosing an appropriate software for your needs

This is a big decision to make and you should do it with the required due diligence. We recommend entering this decision making process armed with your agreed objectives, a clear understanding of your current digital ecosystem, an agreed budget and relatively finalised team structure so you know the skills you will have onboard.

Broadly speaking, you will find that personalisation software falls within four categories:

Because your focus should be omnichannel, you need to do your research as to which software to invest in. With the help of a variety of software solutions, you are in the position of being able to get a detailed view of the customer journey. Not only can you see in real time what your customers are doing, but with the help of Artificial Intelligence and Machine Learning marketers can predict what their customers want and deliver it when they want it and the way they want it..

Enterprise level personalisation software like Episerver’s Commerce Cloud and Content Cloud, Adobe Experience Cloud or Sitecore Experience Platform, will handle nearly all requirements of scaled up personalisation plan. Most enterprise level software should remove the need for a separate Personalisation Engine and Customer Data Platform when investing in their broader platform, and will be powered by AI and Machine Learning capabilities. Take a quick look at what Episerver offers as way of example:

We do appreciate that Enterprise level software is suited for enterprise level budgets. If you are not yet at the stage of such a significant investment, then there are other solutions on the market to explore. and HubSpot have written up lists of their best personalisation software they recommend for 2020. A point to note here is that you need to ensure you align your expectations with your budget and the software you choose. Don’t forget to think omnichannel first, over cross-channel and multi-channel. You cannot be expecting to deliver a highly scaled up personalisation plan on some of this software, as they are simply not designed or built with that in mind. 

Whichever software you decide upon, this is a decision that needs to be made with your objectives, business goals, your teams’ input and of course budget in mind. Enjoy the research! 

Join us next week...

Please join us next week, as we look at why and how to ‘Centralise & leverage all data sources – Building the foundations to better leverage all your data sources so you can create and deliver personalised experiences to consumers'.