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The Case of the Dropped Mobile Calls




03/08/12                (c) BSI Studios, Teradata 2012   1
Context

• This is the “How We Did It” deck that accompanies the
  “Case of the Dropped Mobile Calls” webisode, available at
  www.bsi-teradata.com or on www.YouTube.com
  (keywords “BSI Teradata”)
• The goal is to explain details of what you saw in the
  episode and provide more technical background on how
  the technologies shown in the episode work.
• We hope you liked the episode!

                             - Zoey and Jake
                               Business Scenario Investigators


    03/08/12           (c) BSI Studios, Teradata 2012        2
BSI Story Synopsis:
                     ‘The Case of the Dropped Mobile Calls’

•   Customer churn is a problem for telcos
     – Especially when caused by poor network experience. Underlying issues:
        lack of capacity, coverage geo-holes, handset and software issues
•   Focus of story: Users with bad experiences churn - and influence people in
    their calling network to churn, too.
•   How BSI solved the case:
     – Business analysis: Analyzed calling networks, identified high-value
        customers and influencers with dropped calls, acted quickly to turn around
        the potential defectors. Developed and deployed various campaign options:
           • Fast apologies of various types/formats
           • Discounts
           • Software upgrades for people with older phones
           • Femtocell boosters for high value customers or influencers with
             problems in fixed locations.
           • Towers in the longer-term fix the problem for customers
     – Tech: used Teradata Aster for network analytics to detect call graphs and
        influencers, used Teradata Hybrid Storage to get on top of dropped call
        data quickly, used Aprimo for launch save campaigns
    03/08/12                      (c) BSI Studios, Teradata 2012                 3
Cast of Characters



                                Jon Wold is the Chief Customer Insights
                                Officer at Intergalactic Telephone Corp,
                                responsible for customer satisfaction.




Willie is an ITC project manager.                            BSI: ITC
We made him a “Guest
Investigator” for this case.                                      WILLIE
He has connections within ITC                                    WALLANDER
with the marketing campaign
                                                                  Level 3
management team and the
IT groups.
03/08/12                    (c) BSI Studios, Teradata 2012                   4
Cast of Characters - BSI

      BSI Teradata                                  BSI:
                    ZOEY                                            JAKE
                  FELICIANO                                         RETSA
                     Level 2                                         Level 2




Zoey is our guru on customer management
and is a resident expert on Aprimo.                              BSI Teradata
Jake is our hot-shot data scientist and can                               JODICE
work wonders with Teradata Aster on big                                   BLINCO
data sets.
                                                                           Level 5

Jodice is our boss, the director of BSI !
  03/08/12                      (c) BSI Studios, Teradata 2012                       5
Scene 1: The Problem
•      Nancy Johnson and Barb Griesser are
       talking about their experience with
       Intergalactic Telephone Company (ITC)
       – it’s not good
•      They bought new Smartphones a month
       ago, talked friends into buying, too
•      Now they’re comparing notes …

      – Nancy’s phone works fine at home, but drops once a week while on the
        go at the gym or mall
      – But Barb (on the right) is very unhappy with ITC, static on line, lots of
        dropped calls to her husband and sister
      – While they’re chatting, Nancy gets a phone call from her mom – and then
        the line drops
      – Barb tries to talk Nancy into cancelling service, switching back to their
        previous carrier. Thinks they should break the contract without any fees
        because of bad service – if ITC refuses, they’ll go on social media, tell
        the world !
    03/08/12                       (c) BSI Studios, Teradata 2012                   6
The Problem

• NOT ALL CUSTOMERS ARE EQUAL is a key point in
  this episode

• In this case Nancy might be a high value customer
  with lots of phone services for her extended family, but
  not that unhappy with ITC

• But Barb is an influencer when it comes to technology
  choices and churn decisions – she isn’t as high value
  as Nancy to ITC but she was the one that researched
  which phone models to buy and can talk her friends
  into upgrades and dropping service – as she’s doing
  now



  03/08/12                    (c) BSI Studios, Teradata 2012   7
Scene 2: At ITC HQ




03/08/12       (c) BSI Studios, Teradata 2012   8
ITC and BSI People at Project Kickoff Meeting

 Willie                                            Zoey
 Wallander                                         Feliciano
 ITC                                               BSI
 Project                                           Campaign
 Lead                                              Mgmt Guru



 Jon
                                                    Jake
 Wold
                                                    Retsa
 ITC
                                                    BSI Data
 VP –
 Customer                                           Scientist
 Insights


03/08/12                   (c) BSI Studios, Teradata 2012       9
Scene 2: Project Launched at ITC to Investigate

•     Meanwhile, at Corporate HQ, the VP of Customer Insight Jon Wold
      can see the customer KPIs for the new phone rollout going south. Big
      uptick in calls to the care center with complaints and defections –
      company reputation is suffering

•     He launches a special project to investigate, led by ITC’s Willie
      Wallander… with the help of BSI investigators
       – Jake Retsa -- deep data insights expert
       – Zoey Feliciano – an expert in using real-time data to launch
         turnaround marketing and service campaigns

•     Jon shows the team the latest dropped call numbers. He used
      Tableau to build these screens and visuals about complaints



    03/08/12                     (c) BSI Studios, Teradata 2012           10
Northeast Region Dropped Calls




03/08/12             (c) BSI Studios, Teradata 2012   11
Jon Used Tableau To
Create Dashboard Displays

• Accessed Teradata system to pull up dropped call
  information
• Can be locations of dropped calls or locations of
  customer complaints to the contact centers – these
  are overlaid on a map
• More calls => bigger nodes
• Then added Sales and Profit data from billing as well
  as comparisons to Intergalactic Telephone
  Corporation’s other regions
• Put multiple reports on one Tableau screen




03/08/12                   (c) BSI Studios, Teradata 2012   12
Dropped Call with Financial Impacts




03/08/12               (c) BSI Studios, Teradata 2012   13
Scene 2: Project Launched at ITC to Investigate

•   Jon asks Willie to lead a project to investigate the root causes and come up
    with some short and long-term fixes. Clearly, more towers are the long-
    term fix, but that takes time

•   They brainstorm on problems and best fixes
     – Technical fixes? more towers, maybe phone upgrades? Femtocells?
       Better tower signalling antenna alignments
     – Marketing/Sales fixes, reactions? – apologies, bill reductions?
     – Overall optimization of $$ to spend to fix? Which towers need to go
       first? What’s the minimum number of towers that will give ITC the
       biggest short-term payoff?

•   Zoey and Jake agree to work onsite at ITC until the problem’s fixed



    03/08/12                    (c) BSI Studios, Teradata 2012            14
Willie’s Game Plan

             • Jon and Jake, the BSI Data Scientist, will
               explore causative factors for dropped service

             • Willie and Zoey, the Campaign Management
               Expert, will brainstorm offers for customers

             • Create campaigns for potential defectors
               with inducements to stick with ITC

             • Will use some new capabilities: Teradata
               Aster for big data analytics, Teradata Hybrid
               Storage, and Aprimo Event-Driven
               Campaigns



03/08/12      (c) BSI Studios, Teradata 2012              15
Scene 3: One week later – INSIGHTS

        Jake and Jon used Teradata Aster to find
         some customer call/influencer insights
                          AND
       Willie and Zoey have a game plan for how
        they’re going to use Teradata insights to
       launch Aprimo-based save campaigns for
                       customers


03/08/12               (c) BSI Studios, Teradata 2012   16
Scene 3: Jake and Jon Study
               Dropped Call and Customer Data
OVERVIEW – Loaded some sample data into Teradata Aster from Boston
•Built a call graph of in-network customers
•Looked at pairs - find who calls whom
•Can also look at who accesses what Web sites, what kinds of calls
happened (not just voice – can be SMS, MMS, gaming)
•Nodes in the graph represent callers or Web sites
•Arcs between nodes represent calls or data accesses
•Can color code nodes and arcs
•Arcs are black if calls went through OK
•Arcs are red if the call was dropped
•Arc width gets “fatter” based on the count of the number of calls (not
shown)
•Node color can represent (red) customers with significant # of dropped
calls
•Node size can get bigger based on customer value
03/08/12                   (c) BSI Studios, Teradata 2012          17
Boston Call Connection Graph




Can zoom in on
just a test sample –
3000 out of
millions of customers




03/08/12                (c) BSI Studios, Teradata 2012   18
Jake loaded Teradata Aster with raw call details

• The calls come from ITC’s operational system and were ETL’d into
  Teradata Aster

• Customer data on value was pulled into Teradata Aster, where it’s
  regularly computed based on phone bills and service plan
  information

• Jake used the Teradata Communications Industry Logical Data
  Model to accelerate modeling of the calls as well as customers

• He screened out the non-dropped calls so he could focus in on just
  the dropped calls

• He then focused on annotating the graph with customers
  experiencing problems

03/08/12                   (c) BSI Studios, Teradata 2012             19
Sample Connection Graph




03/08/12         (c) BSI Studios, Teradata 2012   20
To Show Visualizations, Jake Used Gephi

• Gephi is an open-source visualization tool, downloadable at
  www.gephi.com

• There’s a User Guide about how to use Gephi at that Web site, and
  some sample data sets

• Data for Gephi input is tabular, so easy to set up and use

• Note that the Call Graph (who calls whom) isn’t the same as the
  Dropped Call Location Graph (shows calls on a map) – this episode
  shows you the Call Graph at first, and then later (when we worked
  on tower placement) shows the calls on a map. We used the
  “Force” function to drive the overall node layouts with some “gravity”
  settings to pull nodes closer to each other if they have high
  interconnectivity (e.g., two people make lots of calls to each other).

03/08/12                    (c) BSI Studios, Teradata 2012            21
Gephi Can Highlight Dropped Calls

• If the call was dropped, we can turn the arrow red A->B (not shown)

• If a sufficient portion of the arcs turn red, then we turn the nodes
  red, illustrating customers (and Web sites) with access problems.
  This is done with color-code controls on the weights of the arcs, and
  weights on the nodes. We could have gotten even fancier (e.g.,
  used color gradients, not just black or red), but Jake didn’t want to
  show off too much!

• We didn’t show it, but after doing this analysis, we could’ve then
  used Tableau to put the weighted customer nodes back on a map to
  see concentrations of “bad call areas” – which can also help drive
  the decisions about locations for new towers



03/08/12                   (c) BSI Studios, Teradata 2012            22
Some Customers (Red Nodes) Have
                Dropped Call Problems




03/08/12              (c) BSI Studios, Teradata 2012
Gephi Can Show Impacted Customers
• Next, Jake computes “high value customers”

• A high value customer’s behavior includes
   – ARPU (Average Revenue Per User) above a certain
      THRESHOLD, or
   – Average ARPU over the past 6 months has been increasing at a
      rate above a GROWTH-THRESHOLD (Jake used 20%), or
   – Is on the TARGET list for a current growth marketing campaign

• All this information was loaded into Aster from Teradata and/or
  Aprimo

• Jake made those nodes proportionally larger



03/08/12                   (c) BSI Studios, Teradata 2012           24
Not All Customers Are Equal




03/08/12           (c) BSI Studios, Teradata 2012   25
Gephi Can Show Influencers

• Next, Jake computes “influencers”

• An influencer is a customer (not a Web site) whose behavior
  includes
   – Dropped calls (was red) AND
   – Bought a service or upgrade AND
   – Someone in their calling network subsequently (later in time)
      also bought the same service or upgrade
   – Jake wrote a Teradata Aster procedure to compute this easily

• Jake used Gephi to turn those nodes blue




03/08/12                   (c) BSI Studios, Teradata 2012            26
Adding the Influencers (blue nodes)




03/08/12               (c) BSI Studios, Teradata 2012   27
Summary of Analysis with Teradata Aster
• Data Sources for Deep Customer Insights
       – Operations Data – loaded into Teradata Aster from Ops
           • Voice and data
           • Satisfactory and dropped calls
       – Customer Data – loaded into Aster from Teradata and Third Party
           • Customer value data – Lifetime Value, ARPU Per Month
           • Social media links (LinkedIn and Facebook connectivity) – not shown
• Calculations on Teradata Aster
       – Connection networks – who calls whom, who accesses what
       – Geospatial information – where drops occur on a map
       – Customer watch list information based on value and influence
           • High value customers AND
           • Influence scores for handset and service purchase
           • Influence on churn
• Resulting Insights
       – Who should be on our Watch List?
       – Where to install new towers to get most payoff?
03/08/12                           (c) BSI Studios, Teradata 2012                  28
Scaleup Study: Jake Used Teradata Aster
                           •     Studied 8M customers. 7B service calls
                                 analyzed from last 3 weeks
                           •     Found 1M clusters of callers

                           •     Found 120K “Dropped Call Watch List”
                                 clusters, 40K Influencers

                           •     Found 4000 Watch List customers who
                                 already cancelled service and can influence
                                 others; took along an additional 18K
                                 customers when they cancelled
                           •     Net impact: $28M in lost annual revenue
                           •     This is real … and scary !



03/08/12                 (c) BSI Studios, Teradata 2012              29
The Watch List

                                •     Jake adds Influencers to the
                                      High Value Customer List to
                                      create the list of phone
                                      numbers on the Watch List

                                •     This file is loaded into
                                      Teradata system

                                •     RED NODE = Customer,
                                      BLUE = Influencer,
                                •     (BLACK = Web site, not
                                      loaded, but should be
                                      watched, too!)



03/08/12     (c) BSI Studios, Teradata 2012                          30
New Tower Installation Map

Jake and Jon also used Teradata to
decide where to install new towers.
This uses Teradata’s geospatial
capabilities, coupled with Tableau’s
mapping capabilities




 03/08/12                    (c) BSI Studios, Teradata 2012   31
Real-Time Monitoring and Actions
 Zoey and Willie focus on improving (reducing) detection time for individual
 dropped calls and take immediate preventative and remedial actions

 Key idea: use Teradata (Hybrid) to closely watch the riskiest defector groups
 from Jake/Jon. Stream operational call data into the highest (fastest) level of
 storage, constantly run comparisons of dropped calls to the watch list. Use this
 to then feed the retention campaigns (handled by Aprimo):


                                     The thought is that if ITC can build a system
                                     that can detect dropped calls quickly (the
                                     goal was within 10 minutes) then react with
                                     apologies and other inducements to stay with
                                     ITC, ITC might be able to turn around customer
                                     defections and buy time to install towers

                                     There are different kinds of campaigns, and each
                                     of these workflows can be built using Aprimo


03/08/12                        (c) BSI Studios, Teradata 2012                 32
Campaign Types

Retention campaigns for customers experiencing dropped calls can
include these elements

•Immediate SMS, email, letter, and outbound care center apologies

•Credits on bills

•Free software upgrades

•Free or low-cost micro-booster offers for cases where people are
calling from fixed locations, like home or office

•For inbound calls: Updated maps for the call center agents so they’re
smart on areas people should avoid

03/08/12                    (c) BSI Studios, Teradata 2012           33
Architecture for Customer Management

• Last year ITC “bought into” the idea of becoming customer-focused
• As part of that, they bought the Aprimo Relationship Manager (RM)
  software for running campaigns

• RM was used to drive consistent customer touches and monitor
  campaign results

• The tool includes features like:
   – Suppression so customers are not over-touched. In this case,
     that ensures that customers receive the appropriate number of
     apologies – for example, ITC doesn’t send an apology for every
     dropped call; people who have 10 dropped calls per day get just
     one apology that day. If the problem persists, they might get a
     personal outbound call a few days later


03/08/12                  (c) BSI Studios, Teradata 2012           34
Sample Aprimo Campaign Flows




03/08/12            (c) BSI Studios, Teradata 2012   35
The RunTime Approach
             Willie explains the three-step process for putting
             everything together
             2. As dropped calls happen, ITC’s Operations
             system collects signal data. It is then ETL’d using
             trickle and mini-batch technology into Teradata
             system
             3. Willie worked with IT to use Teradata “hybrid
             storage,” a.k.a. “multi-temperature” storage that
             uses Solid State Disks for really fast access for “hot”
             data. The Aster Watch List is loaded daily into “hot”
             storage, and an algorithm matches the customer ID
             on the dropped service request to the watch list IDs.
             4.If there’s a match the record is sent to Aprimo for
             processing. Which campaign to run, if any, is the
             final step and depends on triggering the right Aprimo
             workflow.

03/08/12          (c) BSI Studios, Teradata 2012              36
Putting It All Together
                   Willie Explains How It Works

1. ITC Operations
sends dropped call records
to the Teradata system

                Stream of
                Dropped
                Call
                Records

                  Telco                   Hotter
                Operations                Data


                                   Colder Data:
                                   Billing History,
                                   Ops Data,
                                   Complaints

Dropped Call!                Teradata Hybrid Storage

03/08/12                      (c) BSI Studios, Teradata 2012   37
Willie Explains How It Works
                                              2. Dropped calls are matched to a
                                              previously computed and loaded
                                              Watch List from Teradata Aster



                                                    Defector
                                                   Watch List
                                                              Big Data Call Graph
                                                        of High Value Customers
                              Hotter                              and Influencers
                              Data


                       Colder Data:
                       Billing History,
                       Ops Data,
                       Complaints

                 Teradata Hybrid Storage

03/08/12          (c) BSI Studios, Teradata 2012                           38
Willie Explains How It Works




                                 Hotter
                                 Data     3: Aprimo decides what
                                          Campaign, if any, to run
                       Colder Data:           • Instant Apology
                       Billing History,       • Free SW Fix
                       Ops Data,              • Discounts on Bill
                       Complaints             • Offer a Femtocell
                                                  Micro-Booster
                   Teradata Hybrid Storage

03/08/12             (c) BSI Studios, Teradata 2012              39
Putting It All Together
                                                           2. Dropped calls are matched to a
                                                           previously computed and loaded
1. ITC Operations                                          Watch List from Teradata Aster
sends dropped call records
to the Teradata system

                Stream of                                        Defector
                Dropped                                         Watch List
                Call                                                       Big Data Call Graph
                Records                                              of High Value Customers
                                                                               and Influencers
                  Telco                    Hotter
                Operations                 Data     3: Aprimo decides what
                                                    Campaign, if any, to run
                                 Colder Data:           • Instant Apology
                                 Billing History,       • Free SW Fix
                                 Ops Data,              • Discounts on Bill
                                 Complaints             • Offer a Femtocell
                                                            Micro-Booster
Dropped Call!                Teradata Hybrid Storage

03/08/12                       (c) BSI Studios, Teradata 2012                           40
Willie Used Teradata’s Hybrid Storage
                                     Dropped Calls are Hot – so placed in SSD, along with the
                                                  At Risk Customer Watch List


                                                                            • ≈25% of EDW data is hot
                                    Needed for this project!
                                                                                  > Used most frequently
Data Usage Temperature




                                                                                  > Very recent data
                                      Typical Data Warehouse                      > Last few seconds, minutes, days,
                             SSD        Data Usage Pattern                          weeks
                                                                                  > E.g., At Risk Customers (Watch List
                                                                                    of Numbers)
                                                                                  > E.g., Call Detail – Dropped Calls

                                          HDD                                 • ≈75% of data is warm/cold
                                                                                   >    Accessed infrequently
                                                                                   >    History – months ago
                                                                                   >    Deep detailed info
                                    System Data Space
                                                                                   >    E.g., all history of dropped calls, so
                                                                                        we can do a comprehensive analysis
                                                                                        of where new towers should go

                         03/08/12                        (c) BSI:Teradata Studios, Teradata 2012                       41
Four Weeks Later, The System’s Up and Running

                                              •     The team put the system
                                                    together and started
                                                    measuring results
                                              •     Different customers get
                                                    different responses
                                              •     We measured how many of
                                                    each campaign type ran
                                                    and whether or not
                                                    customer responded
                                              •     We can also compute costs




 03/08/12          (c) BSI Studios, Teradata 2012                         42
Architecture for Customer Management

• ITC also bought Aprimo Marketing Suite, used to
  “manage” marketing. In this case, the costs for the
  various campaign elements are also measured and
  monitored
• A key cost item for the Save campaigns was the
  Femtocell ($200 each including shipping). ITC used
  Aprimo to ensure that they didn’t run out of these
• For campaigns like software upgrades or femtocells,
  they could monitor how many were shipped, how many
  offers were accepted (measuring downloads of software
  or activations), so they have good dashboard information



03/08/12                (c) BSI Studios, Teradata 2012   43
Aprimo Marketing Dashboard
              Campaign Cost Rollups




03/08/12           (c) BSI Studios, Teradata 2012   44
Overall, Jon Wold is Happy with the Our Work

• This case showed only some of
  what can be done by analyzing
  detailed data, using Teradata
  Aster as well as Aprimo

• Since Jon is the VP of Customer
  Insights, he’s eager to get even
  more information into his
  Teradata systems so he can see
  the entire Customer Experience

• We give him some more ideas,
  not in the episode. This problem
  is much like an iceberg:


03/08/12               (c) BSI:Teradata Studios, Teradata 2012   45
Bottom Line with Teradata – We Know More
Customer info an operator knows today:
• Samsung handset is 3 months old.
• Pays monthly bills on-time.
• Calls to CARE 3X per year.
• Visited the retail store.
• Uses voice mail and SMS.
• Switch shows 2 dropped calls/day.
May falsely conclude: Customer is
 happy and low churn risk … but                                     Experience by Location


                                                                    RF QoS Experience

 Teradata View: What’s Really Happening:                            Roaming Experience
 •5 “fast-busy” attempts/day
 •Drops 2 calls per day during commute                              Content/Service Analytics
 •5 failed dialing attempts due to weak signals
                                                                    Handset Analytics
 •5 failed handovers onto partner’s network
 •2 failed game download attempts


   03/08/12                        (c) BSI Studios, Teradata 2012                               46
Team Comes Up with Many More Ideas for Analytics Using
Teradata Aster: Social Network Analysis (SNA)
•    Who’s responsible for influencing heavy users and valuable customers?
•    How should we retail them with our services if they’re profitable customers?
•    How does their behavior affect others in their social network?
•    Does that network extend to non-ITC networks?
•    Can we attract those extended network members onto our network?

Actions
• Focus launch of next set of new handsets on Key Purchaser influencers in
   the customer base – reuse. Rerun this analytic for customers with old
   handsets.
• Monitor feedback at call center, emails, online and via user groups, plus POS
• Use viral campaigns targeted at key influencers to
       – Trade out phones and retain new high value subscribers
       – Extend existing customer contracts
Outcome
• Retention rates improve, new campaigns improve, can also grow share of
  wallet of new customers.
03/08/12                           (c) BSI Studios, Teradata 2012              47
Jon’s Goal:
 Customer Experience Management Architecture


                                                                                                                       Call
   Application                                                                                             Web                     Retail          Sales         Dealer
                                                                                                                      Center
                  Dashboard                                                                    Campaigns
    Channel                   KPI      Trending   Alarms      Ad-hoc     Modelling   Pricing

     Layer
                                                                                                                          Workflow and Applications
                                                                                                                 Active Access                  Active Events

                                                                       Active Enterprise Integration




   Intelligence
                                                                                            Teradata                                         Aster
      Layer                         Aprimo
                                                                                     Active Data Warehouse                                  Data lab




                                                                   Global Correlation – ELT and ETL

     Data
   Collection        Probes             Events             Applications              DPI               CDR,XDR              CRM        Self-Care       Devices
     Layer


     Data
    Sources                         Network/OSS                                                   Online                               CVM/BSS

DPI = Deep Packet Inspection, CDR = Call Detail Record, XDR – any kind of Detail Record
OSS = Operational Support Systems (Network), BSS = Business Support Systems (Billing)
Thanks for Watching!

• You can find more episodes at www.bsi-teradata.com

• Episodes are also posted to YouTube, search keywords “BSI
  Teradata”

• If you’re in the telecommunications industry, you may enjoy
  the “Case of the Defecting Telco Customers”

• For more product information, see:
                      www.teradata.com,
                      www.tableau.com,
                   www.asterdata.com and
                       www.aprimo.com



 03/08/12              (c) BSI:Teradata Studios, Teradata 2012   49

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BSI Teradata: The Case of the Dropped Mobile Calls

  • 1. The Case of the Dropped Mobile Calls 03/08/12 (c) BSI Studios, Teradata 2012 1
  • 2. Context • This is the “How We Did It” deck that accompanies the “Case of the Dropped Mobile Calls” webisode, available at www.bsi-teradata.com or on www.YouTube.com (keywords “BSI Teradata”) • The goal is to explain details of what you saw in the episode and provide more technical background on how the technologies shown in the episode work. • We hope you liked the episode! - Zoey and Jake Business Scenario Investigators 03/08/12 (c) BSI Studios, Teradata 2012 2
  • 3. BSI Story Synopsis: ‘The Case of the Dropped Mobile Calls’ • Customer churn is a problem for telcos – Especially when caused by poor network experience. Underlying issues: lack of capacity, coverage geo-holes, handset and software issues • Focus of story: Users with bad experiences churn - and influence people in their calling network to churn, too. • How BSI solved the case: – Business analysis: Analyzed calling networks, identified high-value customers and influencers with dropped calls, acted quickly to turn around the potential defectors. Developed and deployed various campaign options: • Fast apologies of various types/formats • Discounts • Software upgrades for people with older phones • Femtocell boosters for high value customers or influencers with problems in fixed locations. • Towers in the longer-term fix the problem for customers – Tech: used Teradata Aster for network analytics to detect call graphs and influencers, used Teradata Hybrid Storage to get on top of dropped call data quickly, used Aprimo for launch save campaigns 03/08/12 (c) BSI Studios, Teradata 2012 3
  • 4. Cast of Characters Jon Wold is the Chief Customer Insights Officer at Intergalactic Telephone Corp, responsible for customer satisfaction. Willie is an ITC project manager. BSI: ITC We made him a “Guest Investigator” for this case. WILLIE He has connections within ITC WALLANDER with the marketing campaign Level 3 management team and the IT groups. 03/08/12 (c) BSI Studios, Teradata 2012 4
  • 5. Cast of Characters - BSI BSI Teradata BSI: ZOEY JAKE FELICIANO RETSA Level 2 Level 2 Zoey is our guru on customer management and is a resident expert on Aprimo. BSI Teradata Jake is our hot-shot data scientist and can JODICE work wonders with Teradata Aster on big BLINCO data sets. Level 5 Jodice is our boss, the director of BSI ! 03/08/12 (c) BSI Studios, Teradata 2012 5
  • 6. Scene 1: The Problem • Nancy Johnson and Barb Griesser are talking about their experience with Intergalactic Telephone Company (ITC) – it’s not good • They bought new Smartphones a month ago, talked friends into buying, too • Now they’re comparing notes … – Nancy’s phone works fine at home, but drops once a week while on the go at the gym or mall – But Barb (on the right) is very unhappy with ITC, static on line, lots of dropped calls to her husband and sister – While they’re chatting, Nancy gets a phone call from her mom – and then the line drops – Barb tries to talk Nancy into cancelling service, switching back to their previous carrier. Thinks they should break the contract without any fees because of bad service – if ITC refuses, they’ll go on social media, tell the world ! 03/08/12 (c) BSI Studios, Teradata 2012 6
  • 7. The Problem • NOT ALL CUSTOMERS ARE EQUAL is a key point in this episode • In this case Nancy might be a high value customer with lots of phone services for her extended family, but not that unhappy with ITC • But Barb is an influencer when it comes to technology choices and churn decisions – she isn’t as high value as Nancy to ITC but she was the one that researched which phone models to buy and can talk her friends into upgrades and dropping service – as she’s doing now 03/08/12 (c) BSI Studios, Teradata 2012 7
  • 8. Scene 2: At ITC HQ 03/08/12 (c) BSI Studios, Teradata 2012 8
  • 9. ITC and BSI People at Project Kickoff Meeting Willie Zoey Wallander Feliciano ITC BSI Project Campaign Lead Mgmt Guru Jon Jake Wold Retsa ITC BSI Data VP – Customer Scientist Insights 03/08/12 (c) BSI Studios, Teradata 2012 9
  • 10. Scene 2: Project Launched at ITC to Investigate • Meanwhile, at Corporate HQ, the VP of Customer Insight Jon Wold can see the customer KPIs for the new phone rollout going south. Big uptick in calls to the care center with complaints and defections – company reputation is suffering • He launches a special project to investigate, led by ITC’s Willie Wallander… with the help of BSI investigators – Jake Retsa -- deep data insights expert – Zoey Feliciano – an expert in using real-time data to launch turnaround marketing and service campaigns • Jon shows the team the latest dropped call numbers. He used Tableau to build these screens and visuals about complaints 03/08/12 (c) BSI Studios, Teradata 2012 10
  • 11. Northeast Region Dropped Calls 03/08/12 (c) BSI Studios, Teradata 2012 11
  • 12. Jon Used Tableau To Create Dashboard Displays • Accessed Teradata system to pull up dropped call information • Can be locations of dropped calls or locations of customer complaints to the contact centers – these are overlaid on a map • More calls => bigger nodes • Then added Sales and Profit data from billing as well as comparisons to Intergalactic Telephone Corporation’s other regions • Put multiple reports on one Tableau screen 03/08/12 (c) BSI Studios, Teradata 2012 12
  • 13. Dropped Call with Financial Impacts 03/08/12 (c) BSI Studios, Teradata 2012 13
  • 14. Scene 2: Project Launched at ITC to Investigate • Jon asks Willie to lead a project to investigate the root causes and come up with some short and long-term fixes. Clearly, more towers are the long- term fix, but that takes time • They brainstorm on problems and best fixes – Technical fixes? more towers, maybe phone upgrades? Femtocells? Better tower signalling antenna alignments – Marketing/Sales fixes, reactions? – apologies, bill reductions? – Overall optimization of $$ to spend to fix? Which towers need to go first? What’s the minimum number of towers that will give ITC the biggest short-term payoff? • Zoey and Jake agree to work onsite at ITC until the problem’s fixed 03/08/12 (c) BSI Studios, Teradata 2012 14
  • 15. Willie’s Game Plan • Jon and Jake, the BSI Data Scientist, will explore causative factors for dropped service • Willie and Zoey, the Campaign Management Expert, will brainstorm offers for customers • Create campaigns for potential defectors with inducements to stick with ITC • Will use some new capabilities: Teradata Aster for big data analytics, Teradata Hybrid Storage, and Aprimo Event-Driven Campaigns 03/08/12 (c) BSI Studios, Teradata 2012 15
  • 16. Scene 3: One week later – INSIGHTS Jake and Jon used Teradata Aster to find some customer call/influencer insights AND Willie and Zoey have a game plan for how they’re going to use Teradata insights to launch Aprimo-based save campaigns for customers 03/08/12 (c) BSI Studios, Teradata 2012 16
  • 17. Scene 3: Jake and Jon Study Dropped Call and Customer Data OVERVIEW – Loaded some sample data into Teradata Aster from Boston •Built a call graph of in-network customers •Looked at pairs - find who calls whom •Can also look at who accesses what Web sites, what kinds of calls happened (not just voice – can be SMS, MMS, gaming) •Nodes in the graph represent callers or Web sites •Arcs between nodes represent calls or data accesses •Can color code nodes and arcs •Arcs are black if calls went through OK •Arcs are red if the call was dropped •Arc width gets “fatter” based on the count of the number of calls (not shown) •Node color can represent (red) customers with significant # of dropped calls •Node size can get bigger based on customer value 03/08/12 (c) BSI Studios, Teradata 2012 17
  • 18. Boston Call Connection Graph Can zoom in on just a test sample – 3000 out of millions of customers 03/08/12 (c) BSI Studios, Teradata 2012 18
  • 19. Jake loaded Teradata Aster with raw call details • The calls come from ITC’s operational system and were ETL’d into Teradata Aster • Customer data on value was pulled into Teradata Aster, where it’s regularly computed based on phone bills and service plan information • Jake used the Teradata Communications Industry Logical Data Model to accelerate modeling of the calls as well as customers • He screened out the non-dropped calls so he could focus in on just the dropped calls • He then focused on annotating the graph with customers experiencing problems 03/08/12 (c) BSI Studios, Teradata 2012 19
  • 20. Sample Connection Graph 03/08/12 (c) BSI Studios, Teradata 2012 20
  • 21. To Show Visualizations, Jake Used Gephi • Gephi is an open-source visualization tool, downloadable at www.gephi.com • There’s a User Guide about how to use Gephi at that Web site, and some sample data sets • Data for Gephi input is tabular, so easy to set up and use • Note that the Call Graph (who calls whom) isn’t the same as the Dropped Call Location Graph (shows calls on a map) – this episode shows you the Call Graph at first, and then later (when we worked on tower placement) shows the calls on a map. We used the “Force” function to drive the overall node layouts with some “gravity” settings to pull nodes closer to each other if they have high interconnectivity (e.g., two people make lots of calls to each other). 03/08/12 (c) BSI Studios, Teradata 2012 21
  • 22. Gephi Can Highlight Dropped Calls • If the call was dropped, we can turn the arrow red A->B (not shown) • If a sufficient portion of the arcs turn red, then we turn the nodes red, illustrating customers (and Web sites) with access problems. This is done with color-code controls on the weights of the arcs, and weights on the nodes. We could have gotten even fancier (e.g., used color gradients, not just black or red), but Jake didn’t want to show off too much! • We didn’t show it, but after doing this analysis, we could’ve then used Tableau to put the weighted customer nodes back on a map to see concentrations of “bad call areas” – which can also help drive the decisions about locations for new towers 03/08/12 (c) BSI Studios, Teradata 2012 22
  • 23. Some Customers (Red Nodes) Have Dropped Call Problems 03/08/12 (c) BSI Studios, Teradata 2012
  • 24. Gephi Can Show Impacted Customers • Next, Jake computes “high value customers” • A high value customer’s behavior includes – ARPU (Average Revenue Per User) above a certain THRESHOLD, or – Average ARPU over the past 6 months has been increasing at a rate above a GROWTH-THRESHOLD (Jake used 20%), or – Is on the TARGET list for a current growth marketing campaign • All this information was loaded into Aster from Teradata and/or Aprimo • Jake made those nodes proportionally larger 03/08/12 (c) BSI Studios, Teradata 2012 24
  • 25. Not All Customers Are Equal 03/08/12 (c) BSI Studios, Teradata 2012 25
  • 26. Gephi Can Show Influencers • Next, Jake computes “influencers” • An influencer is a customer (not a Web site) whose behavior includes – Dropped calls (was red) AND – Bought a service or upgrade AND – Someone in their calling network subsequently (later in time) also bought the same service or upgrade – Jake wrote a Teradata Aster procedure to compute this easily • Jake used Gephi to turn those nodes blue 03/08/12 (c) BSI Studios, Teradata 2012 26
  • 27. Adding the Influencers (blue nodes) 03/08/12 (c) BSI Studios, Teradata 2012 27
  • 28. Summary of Analysis with Teradata Aster • Data Sources for Deep Customer Insights – Operations Data – loaded into Teradata Aster from Ops • Voice and data • Satisfactory and dropped calls – Customer Data – loaded into Aster from Teradata and Third Party • Customer value data – Lifetime Value, ARPU Per Month • Social media links (LinkedIn and Facebook connectivity) – not shown • Calculations on Teradata Aster – Connection networks – who calls whom, who accesses what – Geospatial information – where drops occur on a map – Customer watch list information based on value and influence • High value customers AND • Influence scores for handset and service purchase • Influence on churn • Resulting Insights – Who should be on our Watch List? – Where to install new towers to get most payoff? 03/08/12 (c) BSI Studios, Teradata 2012 28
  • 29. Scaleup Study: Jake Used Teradata Aster • Studied 8M customers. 7B service calls analyzed from last 3 weeks • Found 1M clusters of callers • Found 120K “Dropped Call Watch List” clusters, 40K Influencers • Found 4000 Watch List customers who already cancelled service and can influence others; took along an additional 18K customers when they cancelled • Net impact: $28M in lost annual revenue • This is real … and scary ! 03/08/12 (c) BSI Studios, Teradata 2012 29
  • 30. The Watch List • Jake adds Influencers to the High Value Customer List to create the list of phone numbers on the Watch List • This file is loaded into Teradata system • RED NODE = Customer, BLUE = Influencer, • (BLACK = Web site, not loaded, but should be watched, too!) 03/08/12 (c) BSI Studios, Teradata 2012 30
  • 31. New Tower Installation Map Jake and Jon also used Teradata to decide where to install new towers. This uses Teradata’s geospatial capabilities, coupled with Tableau’s mapping capabilities 03/08/12 (c) BSI Studios, Teradata 2012 31
  • 32. Real-Time Monitoring and Actions Zoey and Willie focus on improving (reducing) detection time for individual dropped calls and take immediate preventative and remedial actions Key idea: use Teradata (Hybrid) to closely watch the riskiest defector groups from Jake/Jon. Stream operational call data into the highest (fastest) level of storage, constantly run comparisons of dropped calls to the watch list. Use this to then feed the retention campaigns (handled by Aprimo): The thought is that if ITC can build a system that can detect dropped calls quickly (the goal was within 10 minutes) then react with apologies and other inducements to stay with ITC, ITC might be able to turn around customer defections and buy time to install towers There are different kinds of campaigns, and each of these workflows can be built using Aprimo 03/08/12 (c) BSI Studios, Teradata 2012 32
  • 33. Campaign Types Retention campaigns for customers experiencing dropped calls can include these elements •Immediate SMS, email, letter, and outbound care center apologies •Credits on bills •Free software upgrades •Free or low-cost micro-booster offers for cases where people are calling from fixed locations, like home or office •For inbound calls: Updated maps for the call center agents so they’re smart on areas people should avoid 03/08/12 (c) BSI Studios, Teradata 2012 33
  • 34. Architecture for Customer Management • Last year ITC “bought into” the idea of becoming customer-focused • As part of that, they bought the Aprimo Relationship Manager (RM) software for running campaigns • RM was used to drive consistent customer touches and monitor campaign results • The tool includes features like: – Suppression so customers are not over-touched. In this case, that ensures that customers receive the appropriate number of apologies – for example, ITC doesn’t send an apology for every dropped call; people who have 10 dropped calls per day get just one apology that day. If the problem persists, they might get a personal outbound call a few days later 03/08/12 (c) BSI Studios, Teradata 2012 34
  • 35. Sample Aprimo Campaign Flows 03/08/12 (c) BSI Studios, Teradata 2012 35
  • 36. The RunTime Approach Willie explains the three-step process for putting everything together 2. As dropped calls happen, ITC’s Operations system collects signal data. It is then ETL’d using trickle and mini-batch technology into Teradata system 3. Willie worked with IT to use Teradata “hybrid storage,” a.k.a. “multi-temperature” storage that uses Solid State Disks for really fast access for “hot” data. The Aster Watch List is loaded daily into “hot” storage, and an algorithm matches the customer ID on the dropped service request to the watch list IDs. 4.If there’s a match the record is sent to Aprimo for processing. Which campaign to run, if any, is the final step and depends on triggering the right Aprimo workflow. 03/08/12 (c) BSI Studios, Teradata 2012 36
  • 37. Putting It All Together Willie Explains How It Works 1. ITC Operations sends dropped call records to the Teradata system Stream of Dropped Call Records Telco Hotter Operations Data Colder Data: Billing History, Ops Data, Complaints Dropped Call! Teradata Hybrid Storage 03/08/12 (c) BSI Studios, Teradata 2012 37
  • 38. Willie Explains How It Works 2. Dropped calls are matched to a previously computed and loaded Watch List from Teradata Aster Defector Watch List Big Data Call Graph of High Value Customers Hotter and Influencers Data Colder Data: Billing History, Ops Data, Complaints Teradata Hybrid Storage 03/08/12 (c) BSI Studios, Teradata 2012 38
  • 39. Willie Explains How It Works Hotter Data 3: Aprimo decides what Campaign, if any, to run Colder Data: • Instant Apology Billing History, • Free SW Fix Ops Data, • Discounts on Bill Complaints • Offer a Femtocell Micro-Booster Teradata Hybrid Storage 03/08/12 (c) BSI Studios, Teradata 2012 39
  • 40. Putting It All Together 2. Dropped calls are matched to a previously computed and loaded 1. ITC Operations Watch List from Teradata Aster sends dropped call records to the Teradata system Stream of Defector Dropped Watch List Call Big Data Call Graph Records of High Value Customers and Influencers Telco Hotter Operations Data 3: Aprimo decides what Campaign, if any, to run Colder Data: • Instant Apology Billing History, • Free SW Fix Ops Data, • Discounts on Bill Complaints • Offer a Femtocell Micro-Booster Dropped Call! Teradata Hybrid Storage 03/08/12 (c) BSI Studios, Teradata 2012 40
  • 41. Willie Used Teradata’s Hybrid Storage Dropped Calls are Hot – so placed in SSD, along with the At Risk Customer Watch List • ≈25% of EDW data is hot Needed for this project! > Used most frequently Data Usage Temperature > Very recent data Typical Data Warehouse > Last few seconds, minutes, days, SSD Data Usage Pattern weeks > E.g., At Risk Customers (Watch List of Numbers) > E.g., Call Detail – Dropped Calls HDD • ≈75% of data is warm/cold > Accessed infrequently > History – months ago > Deep detailed info System Data Space > E.g., all history of dropped calls, so we can do a comprehensive analysis of where new towers should go 03/08/12 (c) BSI:Teradata Studios, Teradata 2012 41
  • 42. Four Weeks Later, The System’s Up and Running • The team put the system together and started measuring results • Different customers get different responses • We measured how many of each campaign type ran and whether or not customer responded • We can also compute costs 03/08/12 (c) BSI Studios, Teradata 2012 42
  • 43. Architecture for Customer Management • ITC also bought Aprimo Marketing Suite, used to “manage” marketing. In this case, the costs for the various campaign elements are also measured and monitored • A key cost item for the Save campaigns was the Femtocell ($200 each including shipping). ITC used Aprimo to ensure that they didn’t run out of these • For campaigns like software upgrades or femtocells, they could monitor how many were shipped, how many offers were accepted (measuring downloads of software or activations), so they have good dashboard information 03/08/12 (c) BSI Studios, Teradata 2012 43
  • 44. Aprimo Marketing Dashboard Campaign Cost Rollups 03/08/12 (c) BSI Studios, Teradata 2012 44
  • 45. Overall, Jon Wold is Happy with the Our Work • This case showed only some of what can be done by analyzing detailed data, using Teradata Aster as well as Aprimo • Since Jon is the VP of Customer Insights, he’s eager to get even more information into his Teradata systems so he can see the entire Customer Experience • We give him some more ideas, not in the episode. This problem is much like an iceberg: 03/08/12 (c) BSI:Teradata Studios, Teradata 2012 45
  • 46. Bottom Line with Teradata – We Know More Customer info an operator knows today: • Samsung handset is 3 months old. • Pays monthly bills on-time. • Calls to CARE 3X per year. • Visited the retail store. • Uses voice mail and SMS. • Switch shows 2 dropped calls/day. May falsely conclude: Customer is happy and low churn risk … but Experience by Location RF QoS Experience Teradata View: What’s Really Happening: Roaming Experience •5 “fast-busy” attempts/day •Drops 2 calls per day during commute Content/Service Analytics •5 failed dialing attempts due to weak signals Handset Analytics •5 failed handovers onto partner’s network •2 failed game download attempts 03/08/12 (c) BSI Studios, Teradata 2012 46
  • 47. Team Comes Up with Many More Ideas for Analytics Using Teradata Aster: Social Network Analysis (SNA) • Who’s responsible for influencing heavy users and valuable customers? • How should we retail them with our services if they’re profitable customers? • How does their behavior affect others in their social network? • Does that network extend to non-ITC networks? • Can we attract those extended network members onto our network? Actions • Focus launch of next set of new handsets on Key Purchaser influencers in the customer base – reuse. Rerun this analytic for customers with old handsets. • Monitor feedback at call center, emails, online and via user groups, plus POS • Use viral campaigns targeted at key influencers to – Trade out phones and retain new high value subscribers – Extend existing customer contracts Outcome • Retention rates improve, new campaigns improve, can also grow share of wallet of new customers. 03/08/12 (c) BSI Studios, Teradata 2012 47
  • 48. Jon’s Goal: Customer Experience Management Architecture Call Application Web Retail Sales Dealer Center Dashboard Campaigns Channel KPI Trending Alarms Ad-hoc Modelling Pricing Layer Workflow and Applications Active Access Active Events Active Enterprise Integration Intelligence Teradata Aster Layer Aprimo Active Data Warehouse Data lab Global Correlation – ELT and ETL Data Collection Probes Events Applications DPI CDR,XDR CRM Self-Care Devices Layer Data Sources Network/OSS Online CVM/BSS DPI = Deep Packet Inspection, CDR = Call Detail Record, XDR – any kind of Detail Record OSS = Operational Support Systems (Network), BSS = Business Support Systems (Billing)
  • 49. Thanks for Watching! • You can find more episodes at www.bsi-teradata.com • Episodes are also posted to YouTube, search keywords “BSI Teradata” • If you’re in the telecommunications industry, you may enjoy the “Case of the Defecting Telco Customers” • For more product information, see: www.teradata.com, www.tableau.com, www.asterdata.com and www.aprimo.com 03/08/12 (c) BSI:Teradata Studios, Teradata 2012 49

Editor's Notes

  1. Basic to the effective use of mixed storage is the concept that SSD will support the hot data needs of a system. The temperature of data – whether it is hot or cold – is determined by the usage pattern of the data. Frequently used data is hot, and data used less often or infrequently is warm or cold. Teradata Labs has found that typical data warehouse applications appear to use about 25% of the entire user data set most frequently. This hot data might be the recent business results for the last day, week, or month for instance. The remaining 75% of the data is used less frequently such as history data from past months and years or deeper detail information. The configuration of the faster SSD and slower, higher capacity HDD storage is then set to meet this data usage pattern.
  2. Reliance on traditional back office data can provide an inaccurate picture of customer satisfaction.