Integration
Celebration:
The Automation
Ecosystem
Suzanne Carawan
Chief Marketing Officer
HighRoad Solution
http://fortune.com/2015/10/07/marketing-
technology-budgets/
Integration Celebration: The Automation Ecosystem
Seismic Shifts in
Association
Management
1) Consumers are
-Members
-Registrants
-Subscribers
-Donors
2) Marketing + Technology=
MarTech
3) Shopping
Experience
Modern
Shopping
Cart
4)Goal:
Understand the
Journey
• From first touch to purchase
• Understand channels of influence
• Understand influence variables
• Identify correlation co-efficients that
precede purchase
 Understand margin, distribution &
ROI spend
Understanding the Journey
• Undertake development of modeling
• Develop and run scenarios against
buying personas, target markets, etc
• Provide hypothetical outcomes given
input variable to mitigate risk in
product development, promotional
spend and resource allocation
Goal: Predictive Analytics
Why?
Custom tailored
Add value to the user
Delight the user
WOM
Repeat
purchase
Does Our
Organization Have
an Ecosystem
Designed for
Understanding
Consumer
Behavior
Let’s
Check in
with IT
Typical Association Tech
Stack
Aptify
CMS ESP
(Email
Service
Provider)
EMS
(Event) PR &
Advocacy
Usage
Aptify
CMS
(Webite)
ESP
(Email
Service
Provider)
EMS
(Event) PR &
Advocacy
User Journey
People
Data
Email Drives Users
Aptify
CMS
(Webite)
ESP
(Email
Service
Provider)
EMS
(Event) PR &
Advocacy
User Journey
People Data
Closed Ecosystem
Aptify
CMS
(Webite)
ESP
(Email
Service
Provider)
EMS
(Event) PR &
Advocacy
User Journey
People
Data
“Free” Social
Aptify
CMS
(Webite)
ESP
(Email
Service
Provider)
EMS
(Event) PR &
Advocacy
People
Data
Let’s
Check in
with
Marketing
Integration Celebration: The Automation Ecosystem
Integration Celebration: The Automation Ecosystem
Integration Celebration: The Automation Ecosystem
Integration Celebration: The Automation Ecosystem
Conclusion:
Time to Evolve to
Digial
Digital
Transformation
• Deep understanding of buyer &
target market (personas)
• Deep understanding of buyer’s
journey
• Re-evaluation of product & service
offerings
• Re-evaluation of processes &
metrics
Digital Transformation
• Re-evolve the association around
the consumer
• Fit within the consumer’s lifestyle,
tastes & preferences
Digital Transformation
Let’s Re-Check
in with IT
• API-connected applications
• Marketing automation platforms
• Intelligent Contextual Email (ICE)
• Website widgets to serve up content
• Conversion tracking pixels
• Google Tag Manager w/ GA
• Data warehousing
• Tableau or other BI visualization
tools (SPSS/SAS)
New IT Stack
Let’s Re-Check in
with Marketing
• Inbound methodologies & know-how
• Lead generation-based thinking
• Data-driven reporting on journey
• Mobile-first design & understanding
• Growth budgets aligned with digital
shopping experience (8-15%
minimum)
New Marketing
Growth budgets
aligned with digital
shopping experience
(8-15% minimum)
Oh Yes, I Went There
Digital
Transformation
NOT
Maintenance
• Don’t do it alone
• Get a roadmap & crawl, walk, run
• Understand it won’t happen
overnight, but it has to happen
• Understand that skill gaps will exist
& change management is needed
• Talk with like-minded organizations
Undertaking Digital Transformation
Email. Automation. Inbound
Contact us: HighRoad Solution
Name: Suzanne Carawan
Phone: 703.297.8480
Email: scarawan@highroadsolution.com
www.highroadsolution.com
www.highroadu.com

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Integration Celebration: The Automation Ecosystem