Pereion Solutions Blog

Discover what’s new with Tealeaf on Cloud and Watson CXA

Posted by Kristin Bonazoli

Tue, Jul 23, 2019 @ 07:07 AM

One of the biggest changes over the past few months, in addition to the new enhancements to Tealeaf Customer Experience on Cloud, Watson Customer Experience Analytics (CXA) and Digital Analytics (DA), is the rebranding of the IBM Watson Marketing portfolio to be named Acoustic. 

Acoustic, formerly IBM Watson Marketing, was officially introduced, on Monday, 7/15/19, as the largest independent marketing cloud to offer a comprehensive suite of AI-powered solutions.  Although branded under a new name, Tealeaf on Cloud, Watson CXA and Digital Analytics (DA) continue to be powerful Customer Experience (CX) analytic tools that offer a robust set of AI-powered behavior analytic capabilities that provide valuable data-driven insights that help marketers deliver optimal and enriched cross channel digital experiences that drive customer satisfaction, improve conversion rates, reduce cost and maximize return on investment (ROI).  Now, let's take look at latest releases that add new enhancements and functionality to Tealeaf on Cloud, Watson CXA and DA.  

 

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Tealeaf on Cloud enhancements improve reports and workspaces

Below you will find a list of the latest improvements to Tealeaf on Cloud:

  • Users assigned to the EventAdmin role are now authorized to edit reports shared by other users.
  • A Validate page option has been added to the Snapshot Capture feature allowing users to check the page they are capturing to make sure it does not have any issues that may cause the snapshot to fail.
  • Enhancements to workspaces now allow you to share with user groups.
  • Workspace owner names are now displayed in the Workspace navigation to help differentiate between similar workspace names.
  • Category name edits in Workspaces can now be canceled if needed.
  • Session Search BETA search sharing includes users groups.   Members of user groups with which you shared results can access the session listing by choosing Search results>Shared with Me from the Session Search BETA page. 
  • Simple Event Caption now functions with span elements.

Click here for a detailed list of the enhancements released for Tealeaf on Cloud.

 

Watson CXA adds updates to event icons and Navigation

Here is what is new and improved for Watson CXA :

  • Ability to customize event icons in individual journeys
  • Enhancements to the Navigation bar offer users a more up-to-date Reports menu and sharper labeling on other menus.
  • Organizations with top path enabled also see top path trends in the Overview dashboard

Click here additional information on Watson CXA enhancements.

Digital Analytics release enhances usability

Updates to DA include:

  • Hierarchy reports that you export and email now support date and segment compare.
  • Watson Assistant not only can answer your question but also provides a link to the IBM Knowledge Center for further information.
  • Digital Analytics Real-time Monitor and the Digital Analytics Enterprise Dashboard can be accessed by clicking the Monitor or Enterprise Dashboard link in the DA standard workspace.
  • Support for JSON in the Report API has been added allowing users to export reports to CSV, Excel, Tableau and JSON formats.
  • Monitor specific Product category metrics by configuring alerts.

Click here for more information on the new releases for Digital Analytics

Improve your Tealeaf skills at the DC Tealeaf Rug on 7/31/19, 

Looking to improve your Tealeaf skills?  Join Pereion Solutions on Wednesday, 7/31/19, at the Washington, DC Tealeaf Regional Users Group (RUG) for Tealeaf on Cloud Fundamentals training that will help develop and further your knowledge in key areas that are important to facilitating effective digital analysis.  This no cost, valuable Tealeaf RUG training session will focus on advanced reporting and session search capabilities, combined with basic event development training.  

Reserve Tickets to DC Tealeaf RUG on 7/31/19

Click here to reserve your spot for our 7/31/19 session on day 2 of the DC Tealeaf RUG.  (Please note that if you wish to attend the training on day 2, 7/31/19,  we ask that you also attend day 1, 7/30/19 - so reserve your tickets for BOTH days.)  Please be sure to bring a laptop and access to a Tealeaf on Cloud environment for this course.  For additional information about the topics that will be covered in our training session and to download a copy of the agenda, click here.

 

New learning material added to Pereion Learning Paths portal

Pereion Learning Paths put resources at your fingertips to allow you to effectively leverage Watson Customer Experience Analytics (Watson CXA) and Tealeaf Customer Experience on Cloud (Tealeaf on Cloud) solutions to optimize customer experiences and maximize opportunities for your digital business.  We have recently added a couple new education modules that will provide you with valuable information on Managing Workspaces and Dashboards and Creating Standard ReportsClick here or the tile below to read more about these new learning modules and other educational material that will help you get started with successful digital analysis.

Pereion Learning Paths Portal

 

Topics: tealeaf web analytics, Coremetrics, Tealeaf best practices, Tealeaf IBM, Tealeaf SaaS, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), IBM DA, What's new with Tealeaf and Watson CXA, geospatial analytics, Pereion Learning Paths, return on investment, ROI, Tealeaf RUG Washington, DC, Tealeaf Fundamentals, Acoustic, GoAcoustic, Unleashbrilliance, marketbrilliantly

Evaluating the Return on Investment of CX Analytics

Posted by Kristin Bonazoli

Tue, Jun 4, 2019 @ 07:06 AM

In today’s digital environment, customers have come to expect superior and hassle-free online experiences requiring organizations to focus on creating exceptional cross-channel experiences to meet growing demands. The ability to better understand how and why customers interact across all digital properties is an essential component in delivering compelling and enriched customer experiences. Businesses that have adopted customer experience (CX) analytic solutions recognize the benefits of understanding customer behavior to assist in transforming digital channels to produce outstanding digital experiences. Although a detailed understanding of customers is important, being able to quantify and qualify both the financial costs and potential return on investment (ROI) of investing in and deploying a CX analytics solution involves a thorough analysis of the business benefits.

Boost business opportunities with data-driven insights

CX analytic solutions, such Tealeaf Customer Experience (CX), provide organizations with visibility and valuable data-driven insight into multi-channel customer interactions that can be used to quickly identify, diagnose and remove obstacles in the customer journey. Yet, being armed with rich insight goes beyond just resolving potential issues. With an enhanced view into your customers’ journeys, you are better able to discover areas of opportunity, reduce customer support costs, increase conversions and capture lost revenue.  This results in incremental returns that are realized from improved customer retention and conversion rates as well as enriched customer relationships that help boost business opportunities.

Examining the business value of CX analytics 

Determining the right CX analytic solution that will help optimize customer experiences, increase ROI and reduce costs requires a detailed review of the business benefits and the associated financial costs. A recent Forrester Total Economic Impact (TEI) study examined the potential ROI that organizations may achieve by implementing Tealeaf and its robust analytic capabilities that include anomaly detection, struggle analytics, session replay, usability analytics, eventing and real-time alerting.

Forrester conducted 4 interviews and 37 online surveys with Tealeaf users that had several years of experience using the platform within their respective organizations. Some of the key benefits revealed as a result of the TEI study include:

  • Increased revenue as a result of improved customer conversion, retention and upsell rates
  • Reduced time in reproducing online and mobile issues
  • Cost savings from development prioritization
  • Improved productivity of users, thus enabling them to make better and smarter decisions

benefits of tealeal tei-2

The Forrester TEI study also concluded that Tealeaf provided a significant financial impact over the course of 3 years resulting in:

  • 243% Return on Investment (ROI)
  • $10.1 million Net Present Value (NPV) – Total Benefit of $14.3 million vs. Total Cost of $4.2 million
  • Less than a 6 month payback

TEI forrester

 

Tealeaf Customer Experience can provide a significant value to businesses by providing quantitative and qualitative information necessary to understand customer experience across time, devices and channels. To learn more about the business benefits and cost savings identified using Forrester’s TEI framework and methodology, click here or the tile below to download Forrester’s The Total Economic Impact™ Of IBM Tealeaf, Cost Savings and Business Benefits Of IBM Customer Behavioral Analytics Solutions.

 

Download the Forrester TEI Study

 

 

Topics: tealeaf analytics, customer experience analytics, Customer Experience, customer journeys, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, customer insights, Behavior Analytics, cx analytics, digital experience, Tealeaf, return on investment, ROI

Look what’s new with IBM Tealeaf on Cloud, Watson CXA and IBM DA

Posted by Kristin Bonazoli

Tue, May 7, 2019 @ 07:05 AM

Several new features and enhancements were introduced in Q1 for IBM Tealeaf Customer Experience (CX) on Cloud, Watson Experience Analytics (CXA) and IBM Digital Analytics (DA), that significantly improve functionality and usability.  Take a look at what's new and changed over the past few months.

IBM Tealeaf on Cloud enhancements improve functionality and workspace management

A number of new features were added to Tealeaf CX on Cloud and CX Overstat on Cloud that introduce enhancements in these key areas:

Anomaly Detection -

  • A new feature allows you to enable and configure alerts.  Alerts can be managed from the Alert Manager and allow users to select the alert method and indicate the email recipients. 
  • The table of the Anomaly Detection report has been enhanced to make it easier to understand the correlation between dimensions and contributing factors.  
  • Action column now includes contextual information.

Session Search -

  • OrgAdmin can now pin and "favorite" almost all categories of search conditions, like Event names, Dimension names, Session attribute names, to a drop-down list in Session Search. 
  • Session Name has been added to the Event Tester results page to make it easier to identify sessions and differentiate one from another.


Event testerSession Name is added to the Event Tester

  • Support for wildcard (*) searches has been added.
  • Share option has been added to the results page making it easier to share your session search with other users. 
  • Session Search Beta has been introduced and is an improved version of Session Search, offering intelligent and cognitive searching features.

Event Tester -

  • Expand all and Collapse all options have been added that provide you with a more efficient way to view and scroll Event results for sessions. 
  • The Select Sessions area of the Event Tester has new feature to Replay sessions so you can make sure you have the correct session for the Events or Event objects you are testing.

Data Export tasks - 

  • To improve performance, only the most recent week of the Daily export tasks are loaded into the table and you can view the entire history of a Daily export task by clicking View task. history.  Previously, if a Daily export task contained a lot of execution records, it took a long time to load in Data Export table and users had to wait before working with the data.

CX Overstat reports -

  • Dates are now grayed out on calendars if they fall outside of the Overstat data retention period for  Expanded reports in the Overstat report builder and the Overstat reports.
  • Capture Shortcut can now be modified by users.

Session Replay -

  • New icons have been added to the Navigation pane for Replay to either click, load, unload, scroll or value change. 
  • Timeline, Replay and Raw Data are now located in the top row in the navigation pane and the icons for User, Number of Screens and Operation System can now be found below the Timeline, Replay and Raw Data tabs. 
  • The Steps label now includes the session's start time and duration.

snipping timestampDuration for each screen view is displayed in Step label. Previously, a timestamp was displayed.

  • Filter content in the Replay and Raw data views to de-clutter the navigation pane.

Workspaces

  • SysadminSupportUser and OrgAdmin designated users now have the ability to delete workspaces owned by other users and to create categories for public workspaces. Creating categories for public workspaces makes it easier for members within your organization to find data that is relevant to their roles.   

Workspace categoriesOrgAdmin and system administrators have an option to create categories in Public Workspaces

  • OrgAdmin can now manage users by group.
  • Ability to create categories in My Workspaces and a name-check prevents duplicate category names.
  • A bookmarking feature has been added to the navigation pane to access your reports quicker.
  • Shared workspaces are renamed to Shared with me and Admin workspaces are grouped by owner.
  • Declutter the Workspace Viewer area with the Close all tabs icon. Also, the creation of inadvertent New Workspaces has been addressed and eliminates the possibility of creating new workspaces accidentally.

In addition to the added improvements, issues with Simple Event Capture,  to the Create and Clear buttons have been resolved.  Also, you now have the ability to refactor Sub-select tool output for time-based metrics.

 

Watson CXA updates offer improvements to reports

The following enhancements were introduced in Q1 for Watson CXA: 

  • Now you have the ability to drill into an expanded view of a journey report to see new calculations to metrics.  These new metrics are available for newly created reports and allow you to see percentage of journeys within a channel that contain a certain event, as well as the average number of times an event was completed per channel.

expanded view

Expanded view of a journey report to see new calculations to metrics


  • The number of Top paths you want to display in journey reports can now be customized between five and fifty.
  • Mindset categories can also be customized.  Previously, mindset categories featured OR logic between events, but now you can specify AND relationships for events in a mindset category.  Also, you can now track when a user moves from one mindset category to another and use the events as touchpoints within journey reports.
  • You can now export a CSV file that contains a list of your users for Watson CXA, Tealeaf on Cloud and Digital Analytics that includes user roles, permissions and the date of last login.

 

IBM Digital Analytics release new features to improve usability

Let's take a look at the updates for IBM Digital Analytics:

  • A date range now shows on the file name and report headers of exported reports.  Also, date ranges can be saved in custom views for Top Line Metric reports.
  • The Trend icon has been moved to the top of the report workspace so users can see the correlation between the trended view and the bar chart view.
  • Heat maps for Top Line Metrics reports can now be exported to Excel, CSV, and PDF.
  • When editing custom marketing channels in the Admin UI, Administrators have the ability to sort channel names and active vendors.  This can be done by clicking Up/Down arrow next to Channel name in Marketing Channel window or Active vendor in the Create channel window.
  • DA now restricts you to three failed login attempts before you are locked out and a password reset email is sent.
  • Enhancements to the TagBar allow you to resize and  open in the tab that you are currently using.  Also, The TagBar extension is easier to install on Firefox.
  • Scheduled report emails now provide option to unsubscribe.
  • Top Line reports tracked and anonymous comparison data is now available when you export or email.
  • New/Repeat Visitors can be added to segments.
  • The title for the Mobile Device Type column in the Mobile Devices report is changed to Device Type and a column for non-mobile devices shows Desktop/Non-Mobile.
  • "No end date" is remains on in reports after you change the date frequency in the Calendar.
  • Date and segment compare can be saved and is now supported in all ad hoc and standard hierarchy reports.

hierachy reports

Save views of hierarchy reports with compared dates and segments

  • Ability to quickly identify users groups that a report is shared with by either checking the report tool tips or the report properties.
  • Now when unique-based metrics change to no longer being unique, a message displays and the corresponding metric name in the IBM DA UI updates 

 

Pereion's Think Presentation, Data Driven Customer Experience with IBM Tealeaf, available on-demand

Discover how to use data driven insights and AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience using Tealeaf on Cloud.  View our on-demand webinar, Data Driven Customer Experience with IBM Tealeaf, that examines Tealeaf CX on Cloud best practices and highlights important use cases that can be applied to achieve a better understanding of customer behavior to improve digital customer experience and boost business opportunities.  Click here or the tile below to watch our on-demand webinar, Data Driven Customer Experience with IBM Tealeaf. 

 

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Interested in learning more about Tealeaf on Cloud and the topics covered in our webinar? Please click below for a one-on-one discussion on how we can help you effectively leverage and get the most out of Tealeaf CX on Cloud and Watson CXA to optimize and deliver exceptional digital customer experiences.

 
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Topics: Pereion Solutions, tealeaf web analytics, Coremetrics, Tealeaf best practices, Tealeaf IBM, Tealeaf SaaS, Search Optimization, IBM Watson Customer Experience Analytics, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), Mindset data, IBM DA, What's new with Tealeaf and Watson CXA, CX Analytics Best Practice Tip, Data Drive Customer Experience with Tealeaf, Anomaly Detection, Think 2019 Presentation, geospatial analytics, Business Process Scorecard

Pereion's Think Tealeaf Presentation Now On-Demand

Posted by Kristin Bonazoli

Thu, Apr 25, 2019 @ 08:04 AM

At the IBM Think 2019 conference this past February, Pereion Solutions was invited to present, Data Driven Customer Experience with IBM Tealeaf.  Our presentation focused on Tealeaf CX on Cloud best practices and highlighted important use cases that can be applied to gain a greater understanding of customer behavior in effort to improve digital customer experience and boost business opportunities.

57Steve Perry presents, Data Driven Customer Experience with IBM Tealeaf, at  IBM Think 2019

 

Data Driven Customer Experience with Tealeaf available as on-demand webcast 

We are pleased to let you know that our IBM Think 2019 presentation, Data Driven Customer Experience with IBM Tealeaf, is now available as an on-demand webcast. For those that were unable to attend Think 2019 or missed our session, this is a perfect opportunity to discover how to use data driven insights and AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience using Tealeaf. In addition,  learn more about the following use cases that can be utilized to improve digital intelligence and create actionable insights: Geospatial Analytics, Struggle Analytics, Anomaly Detection, Business Process Scorecards, Onsite Search Optimization and Anomaly Detection.  Click here, or the tile below, to view our webinar, Data Driven Customer Experience with IBM Tealeaf.

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Pereion Solutions specializes in Tealeaf and Watson Customer Experience Analytics (CXA). We can help you effectively leverage Tealeaf CX on Cloud and Watson CXA to optimize and deliver exceptional digital customer experiences. Click here to schedule a complimentary consultation with us. 

 

Topics: Pereion Solutions, Tealeaf best practices, Tealeaf IBM, Search Optimization, Tealeaf Customer Experience on Cloud, Struggle Analytics, actionable insight, digital intelligence, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, customer insights, digital experience, IBM Think 2019, Think 2019, Data Drive Customer Experience with Tealeaf, Anomaly Detection, Think 2019 Presentation, geospatial analytics, tealeaf cx on cloud use cases, Business Process Scorecard, Tealeaf

Register Now for Watson CXA, IBM Tealeaf and DA Webinars

Posted by Kristin Bonazoli

Fri, Mar 29, 2019 @ 08:03 AM

As an IBM Gold Business Partner specializing in Watson Marketing, Pereion Solutions strives to keep our clients informed of the latest releases and educational content available for  IBM Tealeaf Customer Experience on Cloud (Tealeaf CX on Cloud), Watson Customer Experience Analytics (Watson CXA) and IBM Digital Analytics (IBM DA). One resource offered by IBM Watson Marketing, that is worth mentioning and is free to all Tealeaf CX on Cloud, Watson CXA and IBM DA users, is a series of product overview webinars that will provide an introduction into the reporting features available for each CX analytic platform. Below you will find the dates and times available in which you can register for these informative webinars.

Tealeaf CX on Cloud Webinars

The webinars offered for Tealeaf CX on Cloud will cover session search, struggle analytics and the snapshot gallery; event manager components; event tester and alert options; and report types available within the analytics section. To register, please click the date and time below that works best for you:


Watson CXA Webinars

The Watson CXA product overview webinars will discuss activity within the overview, web and mobile app dashboards; key stages within Mindset reporting; journey reporting across multiple channels; and flexible reporting.  If you would like to register, please click that date and time below that suits your schedule:


IBM Digital Analytics Webinars

Topics included in the IBM DA webinars will review interface layout, workspaces, standard reporting and ad-hoc reporting. If you wish to sign up, please click one of the dates and times below that works for you:


Additional resources for Tealeaf CX on Cloud and Watson CXA

Need additional resources or help leveraging Tealeaf and Watson CXA?  Pereion Solutions can assist in making sure you are fully utilizing the tools and getting the most value from Tealeaf on Cloud and Watson CXA. First, check out the important use case videos Pereion Solutions has developed that you can use to improve digital intelligence and put customer insights to work. Click the tile below to be directed Pereion's Customer Use Case Video page

Watson CXA/Tealeaf Use Case Videos 1

Also available is our ebook, “Watson, Can You Help Improve Digital Customer Experience?,” that complements the use case videos and includes formulas for success that provide a step by step process for getting started with effective digital analysis and optimized customer experiences. Gain the insights you need to enhance customer journeys, boost conversions and maximize lifetime customer value by clicking the tile below to download the eBook:

Watson, Can you help improve digital experience ebook

Still need help or have questions on how to effectively leverage Tealeaf CX on Cloud or Watson CXA? 
Click here, to schedule a complimentary consultation with Pereion Solutions.   We can help you in your efforts to optimize and deliver exceptional digital customer experiences through our vast expertise in customer analytics.

 

Topics: Pereion Solutions, IBM Tealeaf, Coremetrics, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, Tealeaf partner, IBM Digital Analytics, IBM Customer Experience Analytics, Customer Experience, Watson Customer Experience Analytics, IBM Watson Customer Experience Analytics, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, Watson Marketing, IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), IBM DA, Watson CXA Use Cases, wcxa, tealeaf cx on cloud use cases, Tealeaf

Exclusive Tealeaf CX to Cloud Migration Offer from Pereion Solutions

Posted by Kristin Bonazoli

Tue, Mar 26, 2019 @ 10:03 AM

Delivering optimal customer experiences across all digital channels while striving to reduce costs and maximize returns is a top priority for most online businesses.  For legacy IBM Tealeaf CX on-premise customers, you already recognize the value of understanding customer behavior to assist in enhancing overall digital experiences.  Although this on-premise solution offers robust analytics capabilities that help to enrich customer experiences, it also requires a considerable investment in hardware, software and resources to manage and maintain.  That said, now is an ideal time to consider making the move to IBM Tealeaf Customer Experience (CX) on Cloud to achieve even more advanced analytic functionality in addition to a significant cost savings and an increased return on investment (ROI).

Benefits of moving to Tealeaf CX on Cloud

Tealeaf CX on Cloud combines AI-powered capabilities with the strength and robustness found in the legacy Tealeaf CX on-premise platform plus substantially reduces the complexity and ability to maintain, resulting in significant advantages for your business. Here are some notable reasons to make the move:

  • AI powered functionality offers enhanced visibility into the customer experience allowing you to quickly identify struggle, uncover opportunities and boost conversions
  • Significantly reduces IT capital expenses and eliminates the need for further investment in hardware   and software
  • Minimized dependency on internal IT resources to set-up, install and maintain
  • Easy deployment - quickly implement customizable SDKs to capture data and start getting value in a matter of days
  • Achieve the customer experience benefits of a full function on-premise Tealeaf platform
  • Receive monthly releases that add new enhancements and features with no incremental cost
  • A modern user interface that provides easy navigation and enhanced views into your customer data
  • Realized savings in time and money and an overall enhanced return on investment (ROI)

Now that you have learned about the benefits, are you ready to make the move to Tealeaf CX on Cloud? We want to make it really easy for you to take the next step.

Free Tealeaf CX on Cloud Implementation Offer

Valid through June 30, 2019, this offers includes:

  • Free Tealeaf SDK/UIC implementation services for IBM Tealeaf CX on Premise clients that transition to IBM Tealeaf CX on Cloud through Pereion Solutions by June 30, 2019
  • Customized, configured and tested SDK UIC
  • Incremental analytic capabilities of Tealeaf CX on Cloud
  • Recognized return on investment (ROI)

Click here to get started on your Tealeaf CX on Cloud implementation and take in all the advantages of making the move.

 

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Shubert Ticketing - Tealeaf CX on Cloud Customer Success Story

Shubert Ticketing, a leading international provider of ticketing services, abandoned the cost and complexity of managing and maintaining IBM's Tealeaf CX on Premise solution by successfully transitioning to IBM Tealeaf CX on Cloud.  Click here to read more about how Shubert Ticketing, along with the expert assistance of Pereion, effectively leveraged Tealeaf CX on Cloud to reduce customer struggle, optimize digital experiences and maximize ROI.  

Read the Shubert TIcketing CXA Case Study

 

Topics: Pereion Solutions, IBM Tealeaf, tealeaf web analytics, Tealeaf cloud, tealeaf analytics, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, Tealeaf partner, Tealeaf SaaS, IBM Customer Experience Analytics, customer experience analytics, Customer Experience, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, Tealeaf on Premise to Cloud Migration, Tealeaf

New Pereion Tealeaf & Watson CXA Learning Portal

Posted by Kristin Bonazoli

Tue, Mar 12, 2019 @ 10:03 AM

Pereion Solutions is pleased to announce the launch of our new learning portal, Pereion Learning Paths, to our website. Pereion Learning Paths will put valuable resources within reach to help you successfully leverage IBM Tealeaf Customer Experience on Cloud (Tealeaf CX on Cloud) and Watson Customer Experience Analytics (CXA). Designed to supplement IBM's available education and provide you with short consumable education modules, our Learning Paths will assist you in focusing on specific areas important to facilitating effective digital analysis and creating actionable customer insight. The Learning Portal is a value add service for our clients.  Click below to learn more and request access to Pereion Learning Paths and get started on your learning path to successful analysis for your digital business.

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Tealeaf on Cloud Use Case Formulas for Success - Available now!

The initial launch of the learning portal features, Tealeaf on Cloud Use Case Formulas for Success. This learning module examines some of the top use cases for Tealeaf on Cloud that you can use to help enhance digital experience and boost business opportunities. These use cases include: Struggle Analysis, Real-time Alerting, Geospatial Analysis, Business Process Optimization, Search Optimization and Anomaly Detection. In addition, each use case provides a step by step formula which can be applied to further improve digital intelligence and optimize experiences using Tealeaf on Cloud.

Coming soon to Pereion Learning Paths 

As our Pereion Learning Paths curriculum is continually being developed, be sure to visit our portal regularly for new material.  Soon to be added is the Tealeaf on Cloud Fundamentals learning module that will touch upon the basics of Tealeaf on Cloud and cover topics such as Session Search, Advanced Session Search, Session Lists, Reporting and Managing Dashboards.   Furthermore, we will be adding modules that will provide resources and material on both Watson Customer Experience Analytics (CXA) and Universal Behavior Exchange, so stay tuned as there is much more to come!  

Questions or need help with Tealeaf on Cloud or Watson CXA?

Have questions or need help on a specific topic covered in our Learning Portal?  As an IBM Gold Business Partner specializing in Watson Marketing, Pereion Solutions can help!  Let us assist you in making sure you are fully utilizing the tools and getting the achieved value from Tealeaf on Cloud and Watson CXA.  Click here for a complimentary consultation.

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Topics: Search Optimization, Watson Customer Experience Analytics, IBM Watson Customer Experience Analytics, Watson CXA, IBM Tealeaf on Cloud, Struggle Analytics, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, Data Drive Customer Experience with Tealeaf, Anomaly Detection, Pereion Learning Path Portal, geospatial analytics, Pereion Learning Paths, tealeaf cx on cloud use cases, Real-alerting, Business Process Scorecard, Tealeaf

Pereion Solutions Presents at IBM Think 2019

Posted by Kristin Bonazoli

Wed, Feb 20, 2019 @ 07:02 AM

Pereion Solutions was proud to present and be a part of the IBM Think 2019 conference that wrapped up last Friday.   Our founder and president, Steve Perry, discussed ways to utilize data driven insights and leverage the power of AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience using IBM Tealeaf Customer Experience on Cloud (Tealeaf CX on Cloud) and Watson Customer Experience Analytics (CXA).

59 (1)Steve Perry, President of Pereion Solutions presents at IBM Think 2019

 

Data Driven Customer Experience with IBM Tealeaf

Our IBM Think 2019 session, Data Driven Customer Experience with IBM Tealeaf, touched upon IBM Tealeaf CX on Cloud best practices and important use cases that can be applied to help achieve a better understanding of customer behavior to enhance digital experience and drive business opportunities.  Some of the important use cases covered in the presentation include:

  • Anomaly Detection - Identify unusual patterns and irregularities in customer behavior data and uncover contributing factors
  • Struggle Analytics - Detect and analyze customer struggle on your site in real time
  • Business Process Scorecards - Gain visibility into the performance of your business processes and identify individual process steps that may need improvement
  • Geospatial Analytics - Understand where your customers are engaging and struggling geographically
  • Onsite Search Optimization - Achieve advanced insights into how customers engage with content and what they are searching for on your website

 

Please click the tile below to take a look at additional Tealeaf CX on Cloud and Watson CXA customer use cases that were not included in our presentation.

Watson CXA & Tealeaf Use Case Video 

 

Missed our IBM Think 2019 session?  Download a copy of our presentation or schedule a consultation on Data Driven Customer Experience with IBM Tealeaf, by clicking the tile below.

Download Pereion Solutions' IBM Think Presentation, Data Driven Customer Experience with IBM Tealeaf, or request a consult

 

Pereion introduces new Learning Path portal at Think 2019

In addition to our presentation, we are thrilled to have introduced Pereion Solutions' Learning Paths at IBM Think 2019!

In effort to address the needs of our customers and put resources within reach to effectively leverage IBM Tealeaf CX on Cloud and Watson CXA solutions, Pereion developed the Pereion Learning Path portal.  It is designed to help you focus on specific areas important to facilitating effective digital analysis and creating actionable customer insight.

Our Learning Paths curriculum is continually being developed so be sure to visit our portal regularly for new material.  Click below to register and get started on your learning path to successful digital analysis!

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Topics: Tealeaf best practices, IBM Tealeaf Partner, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Think 2019, Learning path portal, Think 2019

Learn About Data Driven Customer Experience with Tealeaf at IBM Think 2019

Posted by Steven Perry

Tue, Feb 5, 2019 @ 07:02 AM

IBM Think 2019 is just seven days away and an ideal time for companies to get hands on experience and explore the many technologies and resources that can be employed to help transform and optimize their businesses. Artificial intelligence (AI) will again be a key topic at Think and a great opportunity for online businesses to discover new ways of leveraging the power of AI in solutions like IBM Tealeaf Customer Experience on Cloud (Tealeaf CX on Cloud) to enhance digital experiences and maximize business opportunities.

Pereion Solutions to present at IBM Think 2019

As an IBM Gold Business Partner specializing in Watson Marketing, Pereion Solutions is proud to be presenting and to be a part of IBM Think 2019.  Please join us on Wednesday, February 13, 2019, from 9:30 AM - 10:10 AM for a break out session (Session ID#7359A), Data Driven Customer Experience with IBM Tealeaf, located at Moscone South, Exhibit Level, Hall D - Data & AI Think Tank E.  Learn how to use data driven insights and AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience. We will focus on Tealeaf CX on Cloud best practices and highlight important use cases that you can apply to help you better understand customer behavior and transform your data into usable insight to create exceptional digital experiences and boost business performance.  Our presentation will cover the following key topics:

  • Anomaly Detection
  • Struggle Analytics
  • Business Process Scorecards
  • Geospatial Analytics
  • OnSite Search Optimization
  • Session Search & Analysis Techniques

 

We hope to see you at Think 2019.  For additional information on our session click here

 Think 2019-2

 

Not attending Think but are interested in learning more about Tealeaf on Cloud and the valuable information being presented? Please click below for a one-on-one discussion on Data Driven Customer Experience with IBM Tealeaf.

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Topics: Tealeaf best practices, IBM Tealeaf Partner, Pereion, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Think 2019

Learn what’s new in Watson Customer Experience Analytics and IBM Tealeaf on Cloud

Posted by Steven Perry

Tue, Jan 8, 2019 @ 07:01 AM

Many new features and improvements were recently released for Watson Experience Analytics (CXA), IBM Tealeaf Customer Experience (CX) on Cloud and IBM Digital Analytics (DA). Let’s take a closer look at the latest enhancements that were introduced in Q4 of 2018 .

Watson Customer Experience Analytics improves user management and support for partnered offerings:

  • The Watson Customer Experience Analytics URL has a new design and login. Now all logins are directed to https://www.ibm.com/customer-engagement/marketing/launch/. This new link provides easy access to other IBM Marketing products that you may be utilizing like Watson Campaign Automation and Watson Content Hub.


Watson CXA new look

Watson Customer Experience Analytics new look

  • Ability to designate one publisher for each event by going to Settings>Data sources. To avoid duplication be sure to select a source for each event.
  • Now audiences within individual journeys can be filtered and saved.
  • User management enhancements include the ability to delete users from Watson CXA and view the last recorded time each user logged in. Administrators also can change users and roles.
  • Newly enhanced is the support for partnered offerings like Adobe Analytics, Google Analytics and IBM Digital Analytics that give you visibility into data from session events like cart and conversion abandonment.  Click here for more information about how you can integrate your Adobe and Google Analytics data with Watson CXA to gain deeper insight into your customer journeys.


UBX with Google and Adobe

Watson CXA adds insights to Adobe and Google Analytic data

  • Icons have been added to journey events allowing you do easily differentiate between events and channels.

IBM Tealeaf on Cloud introduces many features that enhance functionality and usability:

  • Content Retrieval Service (CRS) provides an improved way of retrieving static content from URLs captured in sessions.
  • Overstat reports can now be saved for future viewing. There is a new Save as option on the report builder in CX Overstat on Cloud. In the past, Overstat reports were read-only.

SaveAsOverstatReportCX Overstat on Cloud new Save As option

  • The user interface now has an Export option that enables you to export overlay data in CSV format.
  • Add session attributes within an event or add conditions to events using the new Create new session attribute button.


SelectSessionAttribute - create session attribute

Create new session attributes in Tealeaf CX on Cloud

  • A new replay rule has been added, AddQueryParameters, that enables you to keep some or all the parameters in the URL.
  • Enhancements have been made to the Event Import feature and the Asset Manager for Replay and Tealeaf Template files.
  • An Analyze interactive elements only checkbox has been added to the Customize option for Link Analytics enabling to you to flag only the page element that visitors can interact with.
  • There is now an auto-update feature for the Snapshot Extension that checks the version of the Snapshot Extension that is currently installed and will notify you if a newer version is available.
  • An Event Usage feature has been introduced to easily monitor data usage.
  • Simple event editing is now available. Use Edit option to edit simple events that were saved to the Event Manager.
  • Watson Assistant has added "Show Me" capabilities to assist in finding data within Tealeaf and Anomaly Detection reports.
  • Other usability enhancements added include:
    • An expanded work space navigation pane.

Usability navigationTealeaf CX on Cloud expanded work space navigation pane

    • The ability to open session replays in a separate tab.
    • Expanding or collapsing events with a single button in Timeline view. Also, for each page session that was loaded in replay a timestamp is now displayed.
    • Name and Status columns of the Data Export table now have a filtering feature. Additionally, the Task type column now has a filter that will let you sort by daily or once run tasks.
    • In Session Search, an enhancement to Free text search offers a check box named Exact Match that provides you with only those sessions with the exact string of text in search results.

Free Text, exact match

Exact Match check box in Free test search

    • Consolidated Replay now synchronizes content across Replay and Raw Data views ensuring that context remains the same when moving from one tab to another. Consolidated replay also includes the Timeline view.

IBM Digital Analytics (DA) updates provide expanded functionality and improvement to reports:

  • Administrators now have the ability to manage DA users in IBM Watson Customer Experience Analytics (CXA). In DA, administrators can use the Manage users in CXA link under Admin to manage users in DA, Tealeaf on Cloud, UBX and Watson CXA.
  • Easily navigate directly to page URLs in Top Pages, Page Categories and Page Categories – Hierarchy reports. Simply go to the URL for a page in the report, click the 3 dot menu in the page row then click Actions > Navigate to this page.
  • Newly released is the Alert Manager window that allows you to create and manage alerts to monitor specific metric activity. The Alert Manager can be found under the Admin section of the navigation menu.
  • A new enhancement to Collapse in Report Manager allows you to quickly return to your previous page location. In prior releases, you returned to the top of the page in the Report Manager after clicking Collapse.
  • Now you can email reports that contain Link Clink Data by selecting Schedule Email for Link Click Data. In earlier releases, you could only download Link Clink Data as an Excel file and could not email.
  • Several improvements have been made to True Path reports in IBM DA. First, True Path reports can now be exported as a CSV or Excel file by clicking Menu>Export>CSV or Menu>Export>Excel. In the past, True Path reports could only be exported as PDF or PNG files. Additionally, True Path reports can be emailed one time or scheduled to reoccur – daily, monthly or quarterly and ad hoc True Path reports can be copied. Lastly, by hovering over steps in the True Path report configuration pane, you can view value information about the steps like the step’s name and page ID.
  • Previously, report filters or any changes to columns and sort order were removed when a report was emailed or exported. Now if a filter is applied or the report is customized by column or sort order the data will be consistent with report data in the UI if it is exported or emailed.
  • Any changes to custom work spaces and reports, like the order of reports or dates in a report calendar, are now saved in future Digital Analytic sessions.
  • A new feature of DA provides check boxes to Select Rows that enable you to select rows to display in a chart that compare date ranges and segments.
  • Report charts now display compare periods for selected events.

Boost digital intelligence in 2019

Leverage the advanced analytic capabilities found in AI-powered IBM Tealeaf on Cloud and Watson CXA to drive digital transformation across your business in 2019. To help you get started, check out the important use case videos Pereion Solutions has developed that you can use to improve digital intelligence and put customer insights to work. Click the tile below to be directed Pereion's Customer Use Case Video pageWatson CXA & Tealeaf Use Case Video

 Also available is our ebook, “Watson, Can You Help Improve Digital Customer Experience?,” that complements the use case videos and includes formulas for success that provide a step by step process for getting started with effective digital analysis and optimized customer experiences. Transform your customer data into actionable information that allows you to make better decisions for your business, download the eBook by clicking the tile below

Watson, Can you help improve digital experience ebook 

Topics: Pereion Solutions, IBM Tealeaf, Coremetrics, IBM Digital Analytics, Customer Experience, IBM Watson Customer Experience Analytics, Watson CXA, Tealeaf Customer Experience on Cloud, digital intelligence, Tealeaf CX on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), Digital Transformation with CX Analytics, customer insights, Watson CXA Use Cases, wcxa

About this blog

This blog provides insight and tips on Customer Experience Analytics, especially in the usage of Acoustic Experience Analytics (Tealeaf) and Acoustic Analytics (CXA) to optimize web and mobile experience.

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 Read the Shubert TIcketing CXA Case Study

 

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