Find your Winning Interactions Hero
- Sylvain Paillard
Boxalino offers several types of services, including optimization where the advanced configuration of Boxalino’s Winning Interactions platform is managed by Boxalino or Boxalino Certified Partners (here-after Boxalino & Partners).
For many of our customers, this is a great option for the first 1 to 2 years, as they only need to take limited training and Boxalino & Partners can drive the optimization mainly from best-practices to be reviewed regularly together. In this diagram, they will often start with level 2 (Standard Managed Service) and then grow up to level 3 (Advanced Managed Service).
Depending on capacities and ambitions, some of our customers want to take it to the next step and fully internalize the optimization of the Winning Interactions platform with levels 4 and 5. This opens a great potential and requires you to identify your Winning Interactions Hero who will be fully in charge of the optimization.
What should your Winning Interactions Hero do?
The key activities of your Winning Interactions Hero are described in the table below.
The lines starting with Option are indicated as activities that might be done by the Winning Interactions Hero but could also be provided by other supporting parties (either internally or from Boxalino & Partners).
However, it is important that some of the Options are done by the Winning Interactions Hero.
So we will suggest 3 Winning Interactions Hero profiles, each including some of the Options
(see the profiles section below).
Activity | Detail | Efforts after training | Required Module | If Option not taken |
|---|---|---|---|---|
ANALYTICS, INSIGHT, REPORTS | ||||
Required | Analyze Boxalino Reports to keep track of your KPIs and identify optimization opportunities | 5-10% of FTE | Based reports + optional BAIR |
|
| Create custom reports to analyze specific aspects on the basis of Boxalino Analytics tables in BigQuery | 1-2 Person Days / Report | CAIR | Can be done when needed by Boxalino & Partners* or your Data Science Team |
| Create custom reports to analyze specific aspects based on custom analytics tables in BigQuery | 4-5 Person Days / Report | CODW | Can be done when needed by Boxalino & Partners* or your Data Science Team |
UX & STRATEGY CONFIGURATION | ||||
Required | Configuration of dynamic layouts, real-time strategies, and a/b testing experiments | 10-20% of FTE | RTUX, RTOP, RTAB, BAIA** |
|
| Create custom Strategy Features with Boxalino Real-Time Scripting editors | 1/2 Person Day per new Feature |
| Can be done when needed by Boxalino & Partners |
| Create content & design and configure them in the admin | depends on the type of content |
| Can be done by your content & design team |
| Configure simple Data Processing in BigQuery SQL | 1-2 Person Hours to configure a new Data Processing |
| Can be done when needed by Boxalino & Partners* or your Data Science Team |
| Configure advanced Data Processing in BigQuery SQL, BigQuery ML or in another GCP environment | 4-8 Person Hours to configure a new Data Processing | CODW + CDSL | Can be done when needed by Boxalino & Partners* or your Data Science Team |
TESTING & DEPLOYMENT | ||||
Required | Test all the configuration changes in the admin and publish them live | 5-10% of FTE |
|
|
EXPERIMENT REVIEW & TUNING | ||||
Required | Review the experiments and other statistics results of the changes and A/B testing experiments | 5-10% of FTE | Based reports + optional BAIR |
|
| Create custom data analysis and reports to diagnose deeper aspects of the experiment results on the basis of Boxalino Analytics tables in BigQuery | 1-2 Person Days / Report | CAIR | Can be done when needed by Boxalino & Partners* or your Data Science Team |
| Create custom data analysis and reports to diagnose deeper aspects of the experiment results on custom analytics tables in BigQuery | 4-5 Person Days / Report | CODW | Can be done when needed by Boxalino & Partners* or your Data Science Team |
* the module BDSL (Open Data Science Lab) is required if Boxalino & Partners need to provide something specific for this option
** BAIA (AI Automation) is not necessarily needed but is typically activated due to the important advantages used as part of the advanced strategies
As indicated in the column Efforts after training, the required activities represent typically 50% of a full-time employee. Depending on the options taken and the regularity of efforts in these options, the position can go up to 100%.
What is the profile of a Winning Interactions Hero?
In this section, we suggest 3 potential profiles for your Winning Interactions Hero.
These 3 profiles have all the Required rows of the table above (without options) in common as minimum requirements (see below).
We document later in each profile a set of options as additional profile requirements (so, depending on the profile you select for your company, these extra requirements will apply on top of the minimum ones).
Minimum requirements for all profiles
To cover these common aspects, your Winning Interactions Hero needs the following skills & strength:
Highly analytical mind
Attention to details
Comfortable to understand/learn (and be involved in) complex technical configurations and processes
(even if not a technical person him/her-self)Capacity to understand/learn data formatting (JSON, CSV) with tools like https://jsoneditoronline.org/
and JSON schema with tools like https://json-editor.github.io/json-editor/Capacity to understand/learn template engines
(e.g.: able to understand Mustache: https://mustache.github.io/#demo)Capacity to understand/learn advanced reports in BI tools like Google Data Studio
Profile #1: The Data Guru
Description
The Data Guru is a Winning Interactions Hero who needs only occasional help from Data Scientists to do everything needed. The understanding of SQL is a must to enable simple (to advanced) data transformations and processing required to configure any type of experiments.
This profile is recommended if you have more resource availability from content and design staff in your team than from data scientists, or if you want to focus more on data-driven automation than on visual UX optimization.
Required options
Option MA 1 & 2
Option C 3 & 4
Option ERT 1 & 2
Nice-to-have options
Option C 1
Key additional skills
BigQuery SQL (and possibly BigQuery ML SQL)
Comfortable with complex Data Processing and Pipelines (e.g.: Google Composer / Apache Airflow or other tools)
Profile #2: The UX Expert
Description
The UX Expert is a Winning Interactions Hero who can define and configure all the details of what content should be shown with what visual appearance to the end-user.
This profile is recommended if you have more resource availability from the data scientists in your team than from the content & design staff, or if you want to put much more focus on visual UX optimization and less on data-driven automation.
Required options
Option C 2
Nice-to-have options
Option MA 1
Option C 1 & 3
Option ERT 1
Key additional skills
UX design expertise
Base understanding of CSS
Marketing & Communication expertise to create content and define the way to present it
(nice-to-have) - Some design capacities (to create images and other visual graphics)
Profile #3: The Strategist
Description
The Strategist is a Winning Interactions Hero who can define complex business transformation strategies and use data as a tool to layout new interesting business opportunities.
This profile is recommended if you have a medium-to-large organization with enough available resources both in content & design and in data science as support.
Required options
Option MA 1
Option C 3
Option ERT 1
Nice-to-have options
Option C 1
Key additional skills
Business Administration background with a strong focus on statistics & data
Marketing & Communication capacities
Leadership and coordination skills