#RampUp17: Identity Resolution 101

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Transcript of #RampUp17: Identity Resolution 101

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Identity Resolution 101

Joe StanhopeVice-President and Principal Analyst, Forrester Research

March 6, 2017

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Customers are reshaping corporate strategies and technology agendas

InstitutionsCustomers

Information

Price LocationTechnology

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1 : Moment

Welcome to post-digital marketingDiscover

Explore

Buy

Use

Ask

Engage

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Identity is the connective tissue for post-digital marketing

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Coordinated customer experiences.

Deep customer insights.

Better data governance.

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Identity Resolution enables many applications

Source: “The Strategic Role Of Identity Resolution” Forrester report.

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Identity resolution is a strategic initiative.

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Reconciling the historical known vs. unknown identity framework is challenging

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ID requirements vary by lifecycle stage

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1. Forced Choices

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Forced Choices

Source: “Bridging The Cross-Device Chasm” Forrester report.

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Forced Choices

Source: “Bridging The Cross Device-Chasm” Forrester report.

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2. Fragmented Identities

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Identity shatters rather than converges

Source: “The Strategic Role Of Identity Resolution” Forrester report.

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Lack of portability

3. Lack of Portability

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A unintended consequence of ubiquity

Source: “TechRadar™: Marketing And Advertising Technology, Q1 2016” Forrester report

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Identity resolution is more than identity.

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Identity resolution is a continuous process

Source: “The Strategic Role Of Identity Resolution” Forrester report.

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Five practical considerations for mastering identity resolution.

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1. Assess identities.

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Align Identity to use cases

Source: “The Strategic Role Of Identity Resolution” Forrester report.

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2. Build and manage profiles.

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Apply structure to dynamic customer profiles

Source: “The Strategic Role Of Identity Resolution” Forrester report.

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3. Take data stewardship seriously.

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Formal, technical, and emotional usability

Source: “How Dirty Is Your Data?” Forrester report.

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4. Take responsibility for quality.

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Measure and optimize identity resolution

Source: “The Strategic Role Of Identity Resolution” Forrester report; Icons designed by Madebyoliver on Flaticon

Matching Addressability Accuracy Persistence MarketingPerformance

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5. Anticipate the future.

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Exciting emerging applications of identity

Source: “The Strategic Role Of Identity Resolution” Forrester report.

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Identity resolution is corporations’ next competitive battleground.

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5. Establish benchmarks to track efficacy.

2. Don’t chase the golden record.

1. Start with the use cases.

3. Go beyond the traditional mindset.

4. Never lose sight of the risks.

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Joe Stanhope+1 [email protected]@joestanhope