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Deliver Dynamic Customer Journey Orchestration at Scale
Deliver Dynamic Customer Journey
Orchestration at Scale
Krish Kuruppath
SVP Technology,
Publicis Epsilon
@krishkuruppath
Sharad Varshney
VP Data Science,
Publicis Epsilon
@varshnes
Agenda
Who we are
Journey Orchestration
What, why, and how
Enablement
Model Building and Training
Foundation
Decisioning Process
Model Performance and Results
Results
Key Takeaways
Who we are
200M+
unique IDs
in the U.S.
7,000+
person-level
attributes
600M
loyalty
accounts
56%
of all U.S. non-cash
transactions
LEADER IN DATA DRIVEN MARKETING
ID-based insights
platform to plan &
optimize media
Discovery
Clean room to
analyze customers
and acquire new
ones
Prospect
Performance-based
media across
mobile, desktop &
video
Digital Media
Solutions
Customer data hub
to power your
cross-channel
marketing
Customer
The leading loyalty
platform, managing
complex programs
Loyalty
The leading email
and digital
messaging solution
Messaging
HOW DO WE DRIVE THE CUSTOMER SUCCESS?
DATA ACTIVATION
MEASUREMENT
ID
MACHINE LEARNING
Highest-performing identity
96% accuracy, 80%+ match,
80% persistence
#1 transactional & behavioral data in
the industry
High-definition view of 200M
active consumers
Fastest, most efficient AI
1B+ model updates every 5 minutes
Driven by performance
Independent, unbiased, focused on
your outcomes with truth, proof and
transparency
PRIVACY AT
THE FOREFRONT
Journey Orchestration - What, Why, and How
The Marketing Industry IS AT A KEY Inflection Point
Consumers: Rising
expectations
Landscape: Increasingly
difficult
Brands: Marketing goals
Drive growth
Reduce costs
Partner wisely
Prove performance
Hyper-connected
Convenience with quality
Want to be recognized,
respected and protected
Media fragmentation
Partners’ conflicting interests
Tech stack underdelivery
Incomplete customer views
Emerging privacy laws
Source: PwC Future of Customer Experience Survey 2017/18
“One in three consumers (32%) say
they will walk away from a brand they
love after just one bad experience.”
Make every Customer
interaction personal and
purposeful
To deliver the best customer experience, you need
to know who the consumers are, where they are,
what they want and when they want it.
...and then Deliver a Personalized Experience
Business Goals
Conquest
Brand Affinity
Customer Lifetime Value
Reduce Churn
Operational Efficiency
Customer Goals
Know Who I Am
Respect My Time
Make it Easy and Fun
Anticipate My Needs
Give Me the Most Cost Effective Options
Best Customer
Experience
Compelling Creative Channel Effectiveness EmpathyData driven insights
Our solution optimizes the journey by detecting the
micro-moments and delivering the right call to
action
Customer Journey
Awareness Consideration Purchase Service Loyalty
Customer Journey
Acquisition Purchase Decision New customer Loyal Customer
Micro-moment:
Runs into a sports
store to pickup
baseball cleats for
her son
Micro-moment:
Browsing online at
work looking at
new tights
Micro-moment:
Buying boating
gear and sailing
clothes before
summer
Micro-moment:
A sales associate
asking her about
the store card
Micro-moment:
Considers
whether the card
would benefit her
Micro-moment:
Decides to apply
online first, then
walks into the
store applies in
person
Micro-moment:
Uses the card for
purchase in the
store
Micro-moment:
Places the card in
her purse
Micro-moment:
Receives a
welcome email
with some
coupons
Micro-moment:
Back-to-school
shopping for kids
online
Micro-moment:
Purchase soccer
cleats and ball for
her daughter
Micro-moment:
Buying holiday
gifts for the entire
family
Potential
Touchpoints:
1.Geotargeted ad
2.In-store signage
Potential
Touchpoints:
1.Retargeted
digital display ad
2.Triggered email
Potential
Touchpoints:
1.Retargeted
digital display ad
2.Triggered email
3.Checkout
notification
Potential
Touchpoints:
1.Employee
communication
2.In-store signage
Potential
Touchpoints:
1.Brochure
2.Email
Potential
Touchpoints:
1.Email
2.Application
experience
Potential
Touchpoints:
1.Checkout
2.Physical card or
e-card
Potential
Touchpoints:
1.Brochure
2.Card
Potential
Touchpoints:
1.Welcome email
Potential
Touchpoints:
1.Triggered
2.Notification
email
Potential
Touchpoints:
1.Push notification
2.Exclusive
cardholder
benefit
Potential
Touchpoints:
1.Triggered email
2.Push notification
1 2 3 4 5 6 7 8 9 10 11 12
Customer Journey Data flow
Normalization
Segmentation
Entity Resolution
Scoring
Data Sequencing
Data Blocking
Text Mining
Unique ID
RETAIL
ECOMMERC
E
CONNECT
Unique IDs
Graph ID
CustomerLTV
Segmentation
Graph
Segmentation
1
PII Data
Customer
Engagements
(Siloed Experiences)
Profile
Purchases
Clickstream
Analytics
Commerce Data
Mobile Data
1st Party Data
(BIA, SAS, Profile ID)
Transaction Data
(ATG ID, USA ID)
Clicks | Impressions | Pixels
Emails | Social | Preferences
(Email ID, Customer ID)
Profile Data | Cookies | IP
(D_Profile ID)
Device IDs | OS | Location
Social Data
PartialViewoftheCustomer
Same Customer
(Data organized by Channel)
Sentiment | Social IDs 2
3
4
5
End-to-end processing on Databricks Clusters
Cross Cutting Services
CxDB
(Delta Lake)
Data Hub (Batch & Real-time Fusion Processors)
CxDB (Cosmos DB)
API logs
Inbound, Internal &
Outbound Events
Meta Data DBs,
Logging
Incoming & Outgoing
API Calls
Configurable Ingestion Engines Configurable MML Engines
Customer Profile
Customer Device
Coupon
Promotion
Reference Data
CxDM
Customer Defined
Purchases
CLTV
Churn
Propensity
Recommendation
Identity Resolution
Knowledge, Sentiment
Video, Image, Face
Configurable Outbound Engines
Storage
Adobe Campaign
Adobe Target
Braze
BlueCore
Certona
API Framework
Alert Processor
Customer Defined
Communications
Async Logging,
Alerting, Error
Handling
Analytics & ML Stack
Speech Transcription… … …
CxDM /
Custom DBs
Custom
Formats
ML Models
Journey Orchestration Enablement
Customer Journey Models & Attributes
Customer
Propensity
Customer Affinity
Brand
Product
Product Category
Customer Lifetime
Value
Customer
Act-a-like
Recommendation
Engine
Channel
Customer Churn
Model Building and Training
Databricks
Automated MML Pipelines
Clickstreamand Customer dataTransaction Dataset
ML Pipelines
ML Pipeline
Customer
Demographics
Purchases Returns Product Info
Click Stream
Data
Services Data
Aggregation Features Generator
Pre-processing
MML Automation Pipeline
Aggregation Pipelines
CUSTOMER DATA ENTITIES
ER API
CLV
Propensity
Affinity
Churn
Sentiments
Act-a-like Channel
Selection
Recommender
Look-a-like
Lifetime
Revenue
Purchase
Behavior
Customers
At Risk
Entity Resolution
Deterministic &Probabilistic
Stitching
Aggregate Features Generation
Now
Predicted Value
Time
T- Q2T- Q1 T- Q3 T- Q4
Target
Features
Regular
Customer
Best Valued
Customer
Churn
Customer
Model Parameters – 344 million
Layer Type Output Shape Param # Conncted to
all_inputs(Input Layer) [(None, 2)] 0
tf_op_layer_Slice_1 (Tensorflow[(128, 1)]) 0 all_inputs[0][0]
tf_op_layer_Slice_2 (Tensorflow[(128, 1)]) 0 all_inputs[0][0]
cust_behv_embedding
(Embedding)
(128,1,100) 342224350
tf_op_layer_Slice_1
FlatterCusts(Flatten) (128,100) 0 cust_behv_embedding
first_hidden(Dense) (128, 64) 8256 FlatterCusts[0][0]
sec_hidden(Dense) (128, 32) 2080 first_hidden[0][0]
Prediction(Dense) (128, 1) 33 sec_hidden[0][0]
Model Architecture – Churn - LSTM
CustBehavior
Embeddings
Store
Model Arch for Training
Product Features
Softmax
LSTM Layer
Dense Layers(2-3)
Flatten Layer
User Latent Vector Embeddings Layer
Product Features
Softmax
LSTM Layer
Dense Layers(2-3)
Flatten Layer
De-stitched embeddings layer
User Latent Vector Embeddings Layer
Scalability Issues with Inference
- De-stitched embeddings layer to reduce
model size from gbs to kbs
- Cached embeddings in-memory database
CustomerBehavior2Vector Embeddings
Deliver Dynamic Customer Journey Orchestration at Scale
Model Performance and Business Results
Model Performance
▪ 25 Million Customers
▪ 2.5 Billion Weekly aggregated Transactions
▪ 70+ Data sources
▪ Omnichannel campaign activation
▪ 88% Accuracy with 91% precision
▪ F1 score above 90%
▪ Hit rate >67%
Model Performance MatrixData processing volumes
What did we achieve?
▪ Improved customer retention
– able to increase revenue for
a a retail client by 2.3
Million/per year
▪ Optimized marketing
campaign dollars
▪ Cost optimization through on-
demand autoscaled clusters
▪ 2.5 Billion Transactions
processed in < 25% of time
▪ Full-scale automation
▪ Faster time to market
Operational ExcellenceBusiness Results
▪ Personalized Recommended
Products
▪ Better promotional offers and
deals based on the life time
value
▪ Higher customer satisfaction
Customer Benefits
3 Key Takeaways
▪ Large volume of customer
behavioral and transactional
data gives better accuracy and
precision
▪ Ability to handle real-time and
batch is critical
Processing SpeedComprehensive Data
▪ Data Pipeline automation is
essential for the success
Automation
Feedback
Your feedback is important to us.
Don’t forget to rate and
review the sessions.
Deliver Dynamic Customer Journey Orchestration at Scale

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Deliver Dynamic Customer Journey Orchestration at Scale

  • 2. Deliver Dynamic Customer Journey Orchestration at Scale Krish Kuruppath SVP Technology, Publicis Epsilon @krishkuruppath Sharad Varshney VP Data Science, Publicis Epsilon @varshnes
  • 3. Agenda Who we are Journey Orchestration What, why, and how Enablement Model Building and Training Foundation Decisioning Process Model Performance and Results Results Key Takeaways
  • 5. 200M+ unique IDs in the U.S. 7,000+ person-level attributes 600M loyalty accounts 56% of all U.S. non-cash transactions LEADER IN DATA DRIVEN MARKETING ID-based insights platform to plan & optimize media Discovery Clean room to analyze customers and acquire new ones Prospect Performance-based media across mobile, desktop & video Digital Media Solutions Customer data hub to power your cross-channel marketing Customer The leading loyalty platform, managing complex programs Loyalty The leading email and digital messaging solution Messaging
  • 6. HOW DO WE DRIVE THE CUSTOMER SUCCESS? DATA ACTIVATION MEASUREMENT ID MACHINE LEARNING Highest-performing identity 96% accuracy, 80%+ match, 80% persistence #1 transactional & behavioral data in the industry High-definition view of 200M active consumers Fastest, most efficient AI 1B+ model updates every 5 minutes Driven by performance Independent, unbiased, focused on your outcomes with truth, proof and transparency PRIVACY AT THE FOREFRONT
  • 7. Journey Orchestration - What, Why, and How
  • 8. The Marketing Industry IS AT A KEY Inflection Point Consumers: Rising expectations Landscape: Increasingly difficult Brands: Marketing goals Drive growth Reduce costs Partner wisely Prove performance Hyper-connected Convenience with quality Want to be recognized, respected and protected Media fragmentation Partners’ conflicting interests Tech stack underdelivery Incomplete customer views Emerging privacy laws
  • 9. Source: PwC Future of Customer Experience Survey 2017/18 “One in three consumers (32%) say they will walk away from a brand they love after just one bad experience.”
  • 10. Make every Customer interaction personal and purposeful
  • 11. To deliver the best customer experience, you need to know who the consumers are, where they are, what they want and when they want it.
  • 12. ...and then Deliver a Personalized Experience Business Goals Conquest Brand Affinity Customer Lifetime Value Reduce Churn Operational Efficiency Customer Goals Know Who I Am Respect My Time Make it Easy and Fun Anticipate My Needs Give Me the Most Cost Effective Options Best Customer Experience Compelling Creative Channel Effectiveness EmpathyData driven insights
  • 13. Our solution optimizes the journey by detecting the micro-moments and delivering the right call to action
  • 14. Customer Journey Awareness Consideration Purchase Service Loyalty
  • 15. Customer Journey Acquisition Purchase Decision New customer Loyal Customer Micro-moment: Runs into a sports store to pickup baseball cleats for her son Micro-moment: Browsing online at work looking at new tights Micro-moment: Buying boating gear and sailing clothes before summer Micro-moment: A sales associate asking her about the store card Micro-moment: Considers whether the card would benefit her Micro-moment: Decides to apply online first, then walks into the store applies in person Micro-moment: Uses the card for purchase in the store Micro-moment: Places the card in her purse Micro-moment: Receives a welcome email with some coupons Micro-moment: Back-to-school shopping for kids online Micro-moment: Purchase soccer cleats and ball for her daughter Micro-moment: Buying holiday gifts for the entire family Potential Touchpoints: 1.Geotargeted ad 2.In-store signage Potential Touchpoints: 1.Retargeted digital display ad 2.Triggered email Potential Touchpoints: 1.Retargeted digital display ad 2.Triggered email 3.Checkout notification Potential Touchpoints: 1.Employee communication 2.In-store signage Potential Touchpoints: 1.Brochure 2.Email Potential Touchpoints: 1.Email 2.Application experience Potential Touchpoints: 1.Checkout 2.Physical card or e-card Potential Touchpoints: 1.Brochure 2.Card Potential Touchpoints: 1.Welcome email Potential Touchpoints: 1.Triggered 2.Notification email Potential Touchpoints: 1.Push notification 2.Exclusive cardholder benefit Potential Touchpoints: 1.Triggered email 2.Push notification 1 2 3 4 5 6 7 8 9 10 11 12
  • 16. Customer Journey Data flow Normalization Segmentation Entity Resolution Scoring Data Sequencing Data Blocking Text Mining Unique ID RETAIL ECOMMERC E CONNECT Unique IDs Graph ID CustomerLTV Segmentation Graph Segmentation 1 PII Data Customer Engagements (Siloed Experiences) Profile Purchases Clickstream Analytics Commerce Data Mobile Data 1st Party Data (BIA, SAS, Profile ID) Transaction Data (ATG ID, USA ID) Clicks | Impressions | Pixels Emails | Social | Preferences (Email ID, Customer ID) Profile Data | Cookies | IP (D_Profile ID) Device IDs | OS | Location Social Data PartialViewoftheCustomer Same Customer (Data organized by Channel) Sentiment | Social IDs 2 3 4 5
  • 17. End-to-end processing on Databricks Clusters Cross Cutting Services CxDB (Delta Lake) Data Hub (Batch & Real-time Fusion Processors) CxDB (Cosmos DB) API logs Inbound, Internal & Outbound Events Meta Data DBs, Logging Incoming & Outgoing API Calls Configurable Ingestion Engines Configurable MML Engines Customer Profile Customer Device Coupon Promotion Reference Data CxDM Customer Defined Purchases CLTV Churn Propensity Recommendation Identity Resolution Knowledge, Sentiment Video, Image, Face Configurable Outbound Engines Storage Adobe Campaign Adobe Target Braze BlueCore Certona API Framework Alert Processor Customer Defined Communications Async Logging, Alerting, Error Handling Analytics & ML Stack Speech Transcription… … … CxDM / Custom DBs Custom Formats ML Models
  • 19. Customer Journey Models & Attributes Customer Propensity Customer Affinity Brand Product Product Category Customer Lifetime Value Customer Act-a-like Recommendation Engine Channel Customer Churn
  • 20. Model Building and Training
  • 21. Databricks Automated MML Pipelines Clickstreamand Customer dataTransaction Dataset ML Pipelines ML Pipeline Customer Demographics Purchases Returns Product Info Click Stream Data Services Data Aggregation Features Generator Pre-processing MML Automation Pipeline Aggregation Pipelines CUSTOMER DATA ENTITIES ER API CLV Propensity Affinity Churn Sentiments Act-a-like Channel Selection Recommender Look-a-like Lifetime Revenue Purchase Behavior Customers At Risk Entity Resolution Deterministic &Probabilistic Stitching
  • 22. Aggregate Features Generation Now Predicted Value Time T- Q2T- Q1 T- Q3 T- Q4 Target Features Regular Customer Best Valued Customer Churn Customer
  • 23. Model Parameters – 344 million Layer Type Output Shape Param # Conncted to all_inputs(Input Layer) [(None, 2)] 0 tf_op_layer_Slice_1 (Tensorflow[(128, 1)]) 0 all_inputs[0][0] tf_op_layer_Slice_2 (Tensorflow[(128, 1)]) 0 all_inputs[0][0] cust_behv_embedding (Embedding) (128,1,100) 342224350 tf_op_layer_Slice_1 FlatterCusts(Flatten) (128,100) 0 cust_behv_embedding first_hidden(Dense) (128, 64) 8256 FlatterCusts[0][0] sec_hidden(Dense) (128, 32) 2080 first_hidden[0][0] Prediction(Dense) (128, 1) 33 sec_hidden[0][0]
  • 24. Model Architecture – Churn - LSTM CustBehavior Embeddings Store Model Arch for Training Product Features Softmax LSTM Layer Dense Layers(2-3) Flatten Layer User Latent Vector Embeddings Layer Product Features Softmax LSTM Layer Dense Layers(2-3) Flatten Layer De-stitched embeddings layer User Latent Vector Embeddings Layer
  • 25. Scalability Issues with Inference - De-stitched embeddings layer to reduce model size from gbs to kbs - Cached embeddings in-memory database
  • 28. Model Performance and Business Results
  • 29. Model Performance ▪ 25 Million Customers ▪ 2.5 Billion Weekly aggregated Transactions ▪ 70+ Data sources ▪ Omnichannel campaign activation ▪ 88% Accuracy with 91% precision ▪ F1 score above 90% ▪ Hit rate >67% Model Performance MatrixData processing volumes
  • 30. What did we achieve? ▪ Improved customer retention – able to increase revenue for a a retail client by 2.3 Million/per year ▪ Optimized marketing campaign dollars ▪ Cost optimization through on- demand autoscaled clusters ▪ 2.5 Billion Transactions processed in < 25% of time ▪ Full-scale automation ▪ Faster time to market Operational ExcellenceBusiness Results ▪ Personalized Recommended Products ▪ Better promotional offers and deals based on the life time value ▪ Higher customer satisfaction Customer Benefits
  • 31. 3 Key Takeaways ▪ Large volume of customer behavioral and transactional data gives better accuracy and precision ▪ Ability to handle real-time and batch is critical Processing SpeedComprehensive Data ▪ Data Pipeline automation is essential for the success Automation
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