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Summary

The information about how data is acquired and processed is often as important as the data itself. For this reason metadata management systems are built to track the journey of your business data to aid in analysis, presentation, and compliance. These systems are frequently cumbersome and difficult to maintain, so Octopai was founded to alleviate that burden. In this episode Amnon Drori, CEO and co-founder of Octopai, discusses the business problems he witnessed that led him to starting the company, how their systems are able to provide valuable tools and insights, and the direction that their product will be taking in the future.

Preamble

Hello and welcome to the Data Engineering Podcast, the show about modern data management When you’re ready to build your next pipeline you’ll need somewhere to deploy it, so check out Linode. With private networking, shared block storage, node balancers, and a 200Gbit network, all controlled by a brand new API you’ve got everything you need to run a bullet-proof data platform. Go to dataengineeringpodcast.com/linode to get a $20 credit and launch a new server in under a minute. For complete visibility into the health of your pipeline, including deployment tracking, and powerful alerting driven by machine-learning, DataDog has got you covered. With their monitoring, metrics, and log collection agent, including extensive integrations and distributed tracing, you’ll have everything you need to find and fix performance bottlenecks in no time. Go to dataengineeringpodcast.com/datadog today to start your free 14 day trial and get a sweet new T-Shirt. Go to dataengineeringpodcast.com to subscribe to the show, sign up for the newsletter, read the show notes, and get in touch. Your host is Tobias Macey and today I’m interviewing Amnon Drori about OctopAI and the benefits of metadata management

Interview

Introduction How did you get involved in the area of data management? What is OctopAI and what was your motivation for founding it? What are some of the types of information that you classify and collect as metadata? Can you talk through the architecture of your platform? What are some of the challenges that are typically faced by metadata management systems? What is involved in deploying your metadata collection agents? Once the metadata has been collected what are some of the ways in which it can be used? What mechanisms do you use to ensure that customer data is segregated?

How do you identify and handle sensitive information during the collection step?

What are some of the most challenging aspects of your technical and business platforms that you have faced? What are some of the plans that you have for OctopAI going forward?

Contact Info

Amnon

LinkedIn @octopai_amnon on Twitter

OctopAI

@OctopaiBI on Twitter Website

Parting Question

From your perspective, what is the biggest gap in the tooling or technology for data management today?

Links

OctopAI Metadata Metadata Management Data Integrity CRM (Customer Relationship Management) ERP (Enterprise Resource Planning) Business Intelligence ETL (Extract, Transform, Load) Informatica SAP Data Governance SSIS (SQL Server Integration Services) Vertica Airflow Luigi Oozie GDPR (General Data Privacy Regulation) Root Cause Analysis

The intro and outro music is from The Hug by The Freak Fandango Orchestra / CC BY-SA Support Data Engineering Podcast

With BigQuery business and organisations have a unique chance of taking there analytics data and start the transformation towards a data lake. By combining customer, analytics, marketing and CRM data here we not only get a repository where can have room to add or work with data as we see fit, we also open up for the opportunity to use machine learning to actually sift through our data to help determine the causality and relationship between the individual data points. This way we use the full power of data to define our segments and profiles based on their actual behavior and not our prejudice.

Nowadays businesses have too much customer data for a human to handle. Sifting through heaps of it manually trying to find insights is not only gruelling, sometimes it's no longer possible. Solution: let the self-learning algorithms find patterns in data that yield business value. We'll show how a major online retailer, a DIY store and an airline booking service cooked a conversion prediction system out of their various sources of data – CRM, web, and app. This won't hurt, almost anyone can do it – and we'll demostrate how.

In this podcast, Henry Eckerson and Stephen Smith discuss the movement to operationalize data science.

Smith is a well-respected expert in the fields of data science, predictive analytics and their application in the education, pharmaceutical, healthcare, telecom and finance industries. He co-founded and served as CEO of G7 Research LLC and the Optas Corporation which provided the leading CRM / Marketing Automation solution in the pharmaceutical and healthcare industries.

Smith has published journal articles in the fields of data mining, machine learning, parallel supercomputing, text understanding, and simulated evolution. He has published two books through McGraw-Hill on big data and analytics and holds several patents in the fields of educational technology, big data analytics, and machine learning. He holds a BS in Electrical Engineering from MIT and an MS in Applied Sciences from Harvard University. He is currently the research director of data science at Eckerson Group.

In this session, John Young, Chief Analytics Officer, Epsilon Data Management, sat with Vishal Kumar, CEO AnalyticsWeek and shared his journey to Chief Analytics Officer, life @ Epsilon, and discussed some challenges/opportunities faced by data-driven organizations, its executives and shared some best practices.

Timeline: 2:51 What's Epsilon? 5:12 John's journey. 9:24 The role of CAO in Epsilon. 12:12 How much John's role is in facing and out facing. 13:19 Best practices in data analytics at Epsilon. 16:15 Demarcating CDO and CAO. 19:52 Depth and breadth of decision making at Epsilon. 25:00 Dealing with clients of Epsilon. 28:48 Best data practices for businesses. 34:39 Build or buy data? 37:21 Creating a center of excellence with data. 40:01 Building a data team. 43:45 Tips for aspiring data analytics executives. 46:05 Art of doing business and science of doing business. 48:31 Closing remarks.

Podcast link: https://futureofdata.org/analyticsweek-leadership-podcast-with-john-young-epsilon-data-management/

Here's John's Bio: Mr. Young has general management responsibilities for the 150+ member Analytic Consulting Group at Epsilon. His responsibilities also include design and consultation on various database marketing analytic engagements, including predictive modeling, segmentation, measurement, and profiling. John also brings thought leadership on important marketing topics. John works with companies in numerous industries, including financial services, technology, retail, healthcare, and not-for-profit.

Before joining Epsilon in 1994, Mr. Young was a Marketing Research Manager at Digitas, a Market Research Manager at Citizens Bank, Research Manager at the AICPA, and an Assistant Economist at the Federal Reserve Bank of Kansas City.

Mr. Young has presented at numerous conferences, including NCDM Winter and Summer, DMA Annual, DMA Marketing Analytics, LIMRA Big Data Analytics, and Epsilon’s Client Symposiums. He has published in DM News, CRM Magazine’s Viewpoints, Chief Marketer, Loyalty 360, Colloquy, and serves on the advisory board of the DMA’s Analytics Community.

Mr. Young holds a B.S. and M.S. in Economics from Colorado State University, Fort Collins, Colorado.

The podcast is sponsored by: TAO.ai(https://tao.ai), Artificial Intelligence Driven Career Coach

About #Podcast:

FutureOfData podcast is a conversation starter to bring leaders, influencers, and lead practitioners to discuss their journey to create the data-driven future.

Want to Join? If you or any you know wants to join in, Register your interest @ http://play.analyticsweek.com/guest/

Want to sponsor? Email us @ [email protected]

Keywords:

FutureOfData #DataAnalytics #Leadership #Podcast #BigData #Strategy

SAP Flexible Real Estate Management

Learn SAP's real estate management integrated solution to effectively manage the real estate portfolio at your organization. You will configure SAP REFX for business scenarios covering solutions from master data to financial posting and reporting. You will address all phases of the real estate life cycle, including real estate acquisition or disposal, portfolio management, and property and technical management. To succeed in today's global and highly competitive economy, asset optimization in real estate management has become a strategic task. Organizations need to ensure insight into their property portfolio to make informed decisions, improve portfolio performance, and reduce compliance costs. Sophisticated solutions are needed to manage changing consumer demands and the global workforce as well as information management, compliance adherence, and leasing and property management. SAP Flexible Real Estate Management by Daithankar is a full-featured book that integrates REFX with Controlling (CO), Plant and Maintenance (PM), CRM, SAP AA (ssset accounting), and SAP PS (project systems). You will refer to real-world, practical examples to illustrate configuration concepts and processes, and learn in an interactive, hands-on way through the use of screenshots, menu paths, and transaction codes throughout the book. What You Will Learn: Understand the SAP REFX Solutions landscape and industry best practices for SAP REFX implementation Configure SAP REFX Integrate REFX with other modules Understand how processes are supported by SAP REFX Who This Book Is For: CIOs/CEOs of organizations with real estate portfolios, SAP REFX purchasing decision makers, SAP REFX pre-sales teams, SAP REFX implementation/AMS consultants

Google Analytics Breakthrough

A complete, start-to-finish guide to Google Analytics instrumentation and reporting Google Analytics Breakthrough is a much-needed comprehensive resource for the world's most widely adopted analytics tool. Designed to provide a complete, best-practices foundation in measurement strategy, implementation, reporting, and optimization, this book systematically demystifies the broad range of Google Analytics features and configurations. Throughout the end-to-end learning experience, you'll sharpen your core competencies, discover hidden functionality, learn to avoid common pitfalls, and develop next-generation tracking and analysis strategies so you can understand what is helping or hindering your digital performance and begin driving more success. Google Analytics Breakthrough offers practical instruction and expert perspectives on the full range of implementation and reporting skills: Learn how to campaign-tag inbound links to uncover the email, social, PPC, and banner/remarketing traffic hiding as other traffic sources and to confidently measure the ROI of each marketing channel Add event tracking to capture the many important user interactions that Google Analytics does not record by default, such as video plays, PDF downloads, scrolling, and AJAX updates Master Google Tag Manager for greater flexibility and process control in implementation Set up goals and Enhanced Ecommerce tracking to measure performance against organizational KPIs and configure conversion funnels to isolate drop-off Create audience segments that map to your audience constituencies, amplify trends, and help identify optimization opportunities Populate custom dimensions that reflect your organization, your content, and your visitors so Google Analytics can speak your language Gain a more complete view of customer behavior with mobile app and cross-device tracking Incorporate related tools and techniques: third-party data visualization, CRM integration for long-term value and lead qualification, marketing automation, phone conversion tracking, usability, and A/B testing Improve data storytelling and foster analytics adoption in the enterprise As many as 10-25 million organizations have installed Google Analytics, including an estimated 67 percent of Fortune 500 companies, but deficiencies plague most implementations, and inadequate reporting practices continue to hinder meaningful analysis. By following the strategies and techniques in Google Analytics Breakthrough, you can address the gaps in your own still set, transcend the common limitations, and begin using Google Analytics for real competitive advantage. Critical contributions from industry luminaries such as Brian Clifton, Tim Ash, Bryan and Jeffrey Eisenberg, and Jim Sterne – and a foreword by Avinash Kaushik – enhance the learning experience and empower you to drive consistent, real-world improvement through analytics.

Enhancing Enterprise Intelligence: Leveraging ERP, CRM, SCM, PLM, BPM, and BI

Enhancing Enterprise Intelligence: Leveraging ERP, CRM, SCM, PLM, BPM, and BI takes a fresh look at the benefits of enterprise systems (ES), focusing on the fact that ES collectively contribute to enhancing the intelligence quotient of an enterprise. The book provides an overview of the characteristics and essential strengths of various categories of ES, namely, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Supply-Chain Management (SCM), Product LifeCycle Management (PLM), Business Process Management (BPM), and Business Intelligence (BI).

For years, the advertising industry has relied on so called creative campaigns to boost GRPs and attribute marketing program effectiveness to end of funnel sales. Digital, and more specifically analytics, has brought about promises of transparency through numbers while remaining confined to the realm of measurability. Actors, battling for budgets, are all trying to technologically trace back and attribute the spark that made that very purchase happen, call it attribution or direct, last click, first click, what ever... conversion. After years of experience in the Digital sector, René has joined Neo@Ogilvy, Ogilvy & Mather’s global media agency and performance network where he’s building an Analytics team from scratch. René will share what he’s building, moving beyond traditional site centric Digital Analytics. His challenges encompass data integrations, bringing together CRM data to fuel campaigns, being able to measure the impact of the online channel in offline sales. It’s about helping clients transform the way they use technology and transform their business.

Effective CRM using Predictive Analytics

A step-by-step guide to data mining applications in CRM. Following a handbook approach, this book bridges the gap between analytics and their use in everyday marketing, providing guidance on solving real business problems using data mining techniques. The book is organized into three parts. Part one provides a methodological roadmap, covering both the business and the technical aspects. The data mining process is presented in detail along with specific guidelines for the development of optimized acquisition, cross/ deep/ up selling and retention campaigns, as well as effective customer segmentation schemes. In part two, some of the most useful data mining algorithms are explained in a simple and comprehensive way for business users with no technical expertise. Part three is packed with real world case studies which employ the use of three leading data mining tools: IBM SPSS Modeler, RapidMiner and Data Mining for Excel. Case studies from industries including banking, retail and telecommunications are presented in detail so as to serve as templates for developing similar applications. Key Features: Includes numerous real-world case studies which are presented step by step, demystifying the usage of data mining models and clarifying all the methodological issues. Topics are presented with the use of three leading data mining tools: IBM SPSS Modeler, RapidMiner and Data Mining for Excel. Accompanied by a website featuring material from each case study, including datasets and relevant code. Combining data mining and business knowledge, this practical book provides all the necessary information for designing, setting up, executing and deploying data mining techniques in CRM. Effective CRM using Predictive Analytics will benefit data mining practitioners and consultants, data analysts, statisticians, and CRM officers. The book will also be useful to academics and students interested in applied data mining.

It's Not the Size of the Data -- It's How You Use It
Brand tracking, CRM programs, trade shows, online behavior tracking, satisfaction studies. Mounds of marketing metrics are generated across touchpoints and channels. It can be information overload--too much, too scattered. But locked in the vast quantity of information are accurate, data-driven answers to every marketing question. Analytic dashboards are transformative web-based tools that gather, syn the size, and visually display essential data in real time, directly connecting marketing with performance. World renowned marketing expert Koen Pauwels supplies a simple yet rigorous methodology and wealth of case studies to help any size organization, in any industry, turn data into productive action. He explains step by step how to: ● Gain crucial IT support ● Build a rock-solid database ● Select key leading performance indicators ● Design the optimal dashboard layout ● Use marketing analytics to improve decisions and reap rewards Gut decisions are outdated and downright dangerous. Whether you're trying to allocate resources between online and offline marketing, measure the ROI of specific efforts, or scale up a creative campaign, dashboard analytics bring scientific precision and insight to marketing efforts--with far better results.
Oracle Fusion Applications Development and Extensibility Handbook

Master Oracle Fusion Applications Design and Personalization Deliver highly adaptable business applications that bolster productivity and drive informed decision-making. Oracle Fusion Applications Development and Extensibility Handbook contains best practices, real-world case studies, and technical deep dives. Discover how to manage design- and run-time customizations, extend existing UIs and build new ones, secure your applications, and integrate with other systems. This Oracle Press guide offers complete coverage of the latest cloud and SOA-based features. Explore Oracle Fusion Applications components and architecture Plan, develop, debug, and deploy customizations Extend out-of-the-box functionality with Oracle JDeveloper Modify web applications using Oracle Composer Incorporate Oracle SOA Suite 11 g composites Validate code through sandboxes and test environments Secure data using authorization, authentication, and encryption Design and distribute personalized BI reports Automate jobs with Oracle Enterprise Scheduler Change appearance and branding of your applications with the Oracle ADF Skin Editor Extend and customize CRM with Application Composer

Segmentation and Lifetime Value Models Using SAS

Help your organization determine the value of its customer relationships with Segmentation and Lifetime Value Models Using SAS. This book contains a wealth of information that will help you perform analyses to identify your customers and make informed marketing investments. It answers core questions on customer relationship management (CRM), provides an overall framework for thinking about CRM, and offers real-world examples across a variety of industries.

Edward C. Malthouse introduces you to a number of useful models, ranging from simple to more complicated examples, and discusses their applications. You'll learn about segmentation models for identifying groups of customers and about lifetime value models for estimating the future value of the segments. You'll learn how to prepare data and estimate models using Base SAS, SAS/STAT, SAS/IML, and SQL.

Marketing analysts, CRM analysts, database managers, and anyone looking to address the challenges of allocating marketing resources to different customer groups will benefit from the concepts and exercises in this book. Analysts will learn how to approach unique business problems. Managers will gain a sense of what's possible and what to ask of their analytics departments.

This book is part of the SAS Press program.

Customer Segmentation and Clustering Using SAS Enterprise Miner, Second Edition, 2nd Edition
In Customer Segmentation and Clustering Using SAS Enterprise Miner, Second Edition, Randy Collica employs SAS Enterprise Miner and the most commonly available techniques for customer relationship management (CRM). You will learn how to segment customers more intelligently and to achieve, or at least get closer to, the one-to-one customer relationship that today's businesses want. Step-by-step examples and exercises clearly illustrate the concepts of segmentation and clustering in the context of CRM. The book is divided into four parts. Part 1 reviews the basics of segmentation and clustering at an introductory level, providing examples from a variety of industries. Part 2 offers an in-depth treatment of segmentation with practical topics such as when and how to update your models and clustering with many attributes. Part 3 goes beyond traditional segmentation practices to introduce recommended strategies for clustering product affinities, handling missing data, and incorporating textual records into your predictive model with SAS Text Miner software. Part 4 takes segmentation to a new level with advanced techniques such as clustering of product associations, developing segmentation scoring models from customer survey data, combining segmentations using ensemble segmentation, and segmentation of customer transactions.

Updates to the second edition include four new chapters in Part 4, Chapters 13-16, that introduce new and advanced analytic techniques that can be valuable in many customer segmentation applications. In addition, Chapter 9 has a new section on using the Imputation node in SAS Enterprise Miner to accomplish missing data imputation, compared to PROC MI used in earlier sections of Chapter 9. Also included are business insights and motivations for selection settings and analytical decisions on many of the examples included in this second edition.

This straightforward guide will appeal to anyone who seeks to better understand customers or prospective customers. Additionally, professors and students will find the book well suited for a business data mining analytics course in an MBA program or related course of study. You should understand basic statistics, but no prior knowledge of data mining or SAS Enterprise Miner is required.

This book is part of the SAS Press program.

Oracle Siebel CRM 8 Developer's Handbook

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Oracle CRM On Demand Combined Analyses

Master the Combined Analysis Tools in Oracle CRM on Demand Drive better decision-making across your enterprise using the reporting and analysis techniques in this Oracle Press guide. Through clear explanations and detailed case studies, Oracle CRM on Demand Combined Analyses shows you how to deliver real-time insightful business intelligence to end users. Learn how to perform multiple queries, join tables, format result columns, and add interactivity to your reports. Methods for filtering the results of a combined analysis are also covered in this practical resource. Create, edit, and join reports with set operators in Oracle Answers On Demand Configure roles and privileges to allow access to development tools Use negative reporting methods to compensate for null data Analyze records from the transactional databases and data warehouse in federated reports Add advanced views such as gauges, view selectors, funnel charts, and narrative views to your combined reports Integrate ad hoc analysis using Oracle Answers on Demand Consolidate information from disparate sources with pivot tables Perform calculations across multiple reports using result columns

Google Analytics

Do you know what people do when they visit your website or web app? Or how much the site contributes to your bottom line? Google Analytics keeps track and makes it easy for you to learn precisely what's happening. This hands-on guide shows you how to get the most out of this free and powerful tool -- whether you're new to Google Analytics or have been using it for years. Google Analytics shows you how to track different market segments and analyze conversion rates, and reveals advanced techniques such as marketing-campaign tracking, a valuable feature that most people overlook. And this practical book not only provides complete code samples for web developers, it also explains the concepts behind the code to marketers, managers, and others on your team. Discover exactly how the Google Analytics system works Learn how to configure the system to measure data most relevant to your business goals Track online marketing activities, including cost-per-click ads, email, and internal campaigns Track events -- rather than page views -- on sites with features such as maps, embedded video, and widgets Configure Google Analytics to track enterprise data, including multiple domains Use advanced techniques such as custom variables and CRM integration

Oracle CRM On Demand Dashboards

Design and Deliver Oracle CRM On Demand Dashboards Create custom, interactive dashboards to deliver actionable business intelligence directly to end users with help from this Oracle Press guide. Oracle CRM On Demand Dashboards provides comprehensive coverage of the versatile features available in Oracle Answers On Demand coupled with detailed planning and design strategies for building and deploying reports and dashboards with Oracle CRM On Demand. Real-world examples and time-saving formatting tips are included throughout this practical resource. Configure administrative settings to access report and dashboard development tools Take advantage of built-in dashboards Plan dashboards and reports based on business needs Create, edit, manage, save, and delete custom dashboards Configure dashboard properties and pages Add and configure dashboard objects, such as guided navigation, links, images, and folders Display and arrange reports on dashboards Develop dashboard filter prompts Deploy dashboards to Oracle CRM On Demand end users