Pereion Solutions Blog

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. 

 

New call-to-action

 

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.

 
New call-to-action

   

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.

New call-to-action

 

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.

 

New call-to-action

 

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

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!

 New call-to-action

 

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.

New call-to-action

 

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

Improve Digital Intelligence to Transform your Business

Posted by Steven Perry

Tue, Dec 11, 2018 @ 07:12 AM

As an online organization, you understand the necessity of embracing digital transformation to promote engagements and readily respond to your customers’ evolving needs and expectations. Central to this pivotal shift is the ability to improve your digital intelligence and gain the actionable insight required to execute transformative initiatives that are based on a true understanding of your customers’ behaviors, journeys and experiences – empowering you to deliver value across your business that is aligned with customer expectations and demands.

 

Convert your customer data into actionable insight

By applying powerful analytic capabilities to customer data, Watson™ Customer Experience Analytics (Watson CXA) and IBM® Tealeaf® Customer Experience on Cloud (Tealeaf CX on Cloud) offers actionable insight into customer behavior and assists you with making better decisions to drive digital transformation across your business. Utilizing struggle analytics, you can easily monitor specific processes, pages and events on your site to quickly identify where your customers struggle, while real-time alerting can be enabled to quickly notify you at the first sign of struggle. By then applying session replay technology, you can identify why your customers struggle – offering a valuable macro to micro view on customer behavior that you can use to rectify issues and optimize the many campaigns, processes and digital experiences that drive business across your site.

Journey analytics can assist further, by allowing you to readily compare customer paths across unique segments like web, mobile and email, offering you a deeper understanding of multi-channel customer journeys and the ability to identify paths where your customers may struggle and recognize what actions may lead your customers to convert. Additional capabilities like geospatial analytics can expand your reach and help you understand where your customer are engaging or struggling with your organization across regions, offering you additional insight you can use to make more targeted and informed decisions about your business and execute digital transformation efforts that focus on areas of growth and global opportunities.

 

Watson CXA_new look_2018

Watson CXA with new navigational design and added features

 

Optimize experiences with data-driven success

Successful digital transformation requires a customer-centric approach that enables you to leverage data-driven insights based on customer behaviors to create engaging and optimized customer experiences across your entire organization. Creating advanced search events and customized reporting using Watson CXA and Tealeaf CX on Cloud can assist by providing deeper insight into customer behavior before, during and after performing search, offering the opportunity to optimize search terms and functions and improve content on your site to more actively engage your customers. Similarly, developing business process scorecards can help you measure and score your overall business process success by identifying the abandonment and conversion rates across and within each step of a critical business process, allowing you to recognize and root out inefficiencies in your important steps and optimize business processes across your organization. The capacity to segment your customer data and compare unique segments of customers offers you the capability to recognize issues with particular segments and optimize experiences, engagements and processes across your entire digital channels.

Applying usability analytics like heat maps are also very beneficial in providing insight into customer interactions on your pages and help you recognize usability issues with your site. As heat map overlays identify regions of a page where customers click or hover, they can assist you with identifying high and low interest areas on a page and providing insight you can use to replicate engaging content, make your pages more personal for your customers and optimize your page design to enrich the customer experience. The new feature of anomaly detection can further boost your business intelligence by providing real-time, actionable insights that assist you with detecting unusual patterns, or outliers, in your customer behavior data and determining contributing factors – helping you discover unexpected incidents and quickly respond to evolving issues to optimize and transform your entire online business performance.

 

Get started with building digital intelligence to transform your business!

Implementing effective customer behavior analysis can set the stage for the discovery of actionable insights you can use to drive digital transformation across your business. To help you get started with delivering consistent and extraordinary customer experiences, Pereion Solutions has developed a series of videos that introduce the important use cases you can execute to improve your digital intelligence and put customer insights to work using Watson CXA and Tealeaf CX on Cloud.

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 that can help you visualize the customer journeys and create the actionable insights you need to optimize customer experiences and digitally transform your business.

Watson, Can you help improve digital experience ebook

 

Topics: Pereion Solutions, customer experience analytics, Search Optimization, Page Optimization, Watson Customer Experience Analytics, IBM Watson Customer Experience Analytics, Watson CXA, real-time alerting, customer journeys, journey reports, Tealeaf Customer Experience on Cloud, Struggle Analytics, actionable insight, digital intelligence, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, Digital Transformation with CX Analytics, Behavior Data, customer insights, Watson CXA Use Cases, Behavior Analytics

Transition to Tealeaf on Cloud and Realize the Benefits

Posted by Steven Perry

Wed, Nov 14, 2018 @ 08:11 AM

Many online businesses aim to optimize and deliver seamless and exceptional cross-channel customer experiences while reducing costs and maximizing return on investment (ROI). Businesses that currently utilize IBM’s Tealeaf CX on premise platform recognize the benefits of understanding customer behavior in helping to uncover areas of struggle to enhance digital experiences. Although this on-premise behavior analytics solution offers robust analytic capabilities, it also requires a significant investment in hardware, software and resources to manage and maintain. Tealeaf on Cloud was introduced as demand for ease of use, flexibility and cost efficiency increased for a cloud-based offering.

Tealeaf on Cloud combines AI-powered functionality with the strength and robustness found in the legacy Tealeaf CX on-premise platform. Tealeaf on Cloud offers added advanced analytic features and significantly reduces the complexity and ability to maintain which translates into substantial advantages for your business.

Many Tealeaf CX on Premise clients have transitioned over to Tealeaf on Cloud and have realized the many benefits. Let’s take a closer look at some functional and financial reasons to make the move.

Greater Visibility in the Customer Experience

By leveraging the advanced analytic capabilities found in AI-powered Tealeaf on Cloud you achieve an enhanced view into your customers’ experiences. Some of Tealeaf on Cloud’s innovative analytic capabilities, that cannot be achieved through the on-premise version of Tealeaf, include:

  • Struggle Analytics help you recognize areas of struggle, such as repetitive patterns or step counts, allowing you in drill deeper with session analysis to determine the root cause of friction.
  • Geospatial Analytics assist in identifying and understanding where geographically customers are engaging or struggling with your business.
  • Anomaly Detection, a new feature in Tealeaf on Cloud, detects unusual patterns in customer behavior data.

 

With greater visibility into the customer experience, you are well equipped to minimize struggle, uncover areas of opportunity and ensure that your customers progress across all their journeys with consistent and optimized experiences.

Click below to view the Tealeaf on Cloud Customer Use Case Videos.

New call-to-action

Additional Features Deliver Improved Efficiency

Along with advanced analytic features, Tealeaf on Cloud allows you to achieve all the customer experience benefits of a full function on-premise Tealeaf deployment but with greater simplicity and efficiency through technical enhancements. First, a modern user interface offers easy navigation and enhanced views into customer data. Also, with easy deployment of Tealeaf on Cloud, you can quickly implement SDKs to capture data and start getting value in a matter of days. Finally, Tealeaf on Cloud provides you with several added benefits that help you make sense of all the customer data you are capturing to deliver the best possible customer experience.

Recognize a in Savings Time and Money

By implementing AI-powered Tealeaf on Cloud, you recognize a considerable savings in time and money and a maximized return on investment (ROI) for your business. With Tealeaf on Cloud you can:

  • Drastically reduce your IT capital expenses and eliminate the need for further investment in hardware or software – including expensive software upgrades for supporting servers.
  • Receive monthly releases that add new enhancements and functionality to Tealeaf on Cloud with no incremental costs.
  • Minimize the dependency on internal IT resources to setup, install and maintain.
  • Simplify licensing as there are no user charges and no separate charges for additional modules like Overstat and Mobile.

 

With the incremental revenue recognized from optimized experiences and increased conversions, Tealeaf on Cloud maximizes your ROI and expands your ability to focus your time and resources on boosting your business.

Ready to Migrate to Tealeaf on Cloud and Realize the Benefits?

Do you what to learn more about the additional advanced analytic capabilities and the substantial cost saving your business will realize by making the move to Tealeaf on Cloud? Click the button below to request a complimentary Tealeaf on Cloud Migration Assessment.

New call-to-action

Shubert Ticketings’ Successful Transition from Tealeaf CX on Premise to Tealeaf on Cloud

Read how Shubert Ticketing, a leading international provider of ticketing services, successfully made the move from Tealeaf CX on Premise to Tealeaf on Cloud.Together with the expert assistance from Pereion Solutions, Shubert Ticketing was able to optimize their customers’ digital experiences which resulted in exceptional customer experiences. To access the IBM Tealeaf on Cloud case study for Shubert Ticketing, please click the tile below. 

Read the Shubert TIcketing CXA Case Study

Topics: Pereion Solutions, Tealeaf Software, IBM Tealeaf, tealeaf web analytics, Tealeaf cloud, tealeaf analytics, Tealeaf technology, Tealeaf IBM, Tealeaf partner, Pereion, SAAS, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, Behavior Data, Behavior Analytics, Tealeaf on Premise to Cloud Migration

Learn what’s new in Q3 with Watson Customer Experience Analytics, IBM Tealeaf on Cloud and IBM Digital Analytics

Posted by Steven Perry

Tue, Oct 16, 2018 @ 08:10 AM

Many new features and improvements were introduced in Q3 for Watson Experience Analytics (CXA), IBM Tealeaf Customer Experience (CX) on Cloud and IBM Digital Analytics (DA).

 Watson Customer Experience Analytics enhancements expand navigation and user management:

  • Enhancements to navigation allow users to pin favorite pages and easily move between all Watson Customer Engagement tools.
  • User management updates make it easy to add Digital Analytics users and assign a role as well as grant Admin privileges to a specific user.
  • The Digital Analytics client ID that provides flexible report data is now visible.
  • You can now replace top path reports with a customized report on the Overview dashboard and in the left navigation. Contact IBM Support for assistance.

 IBM Tealeaf on Cloud introduces many new features that enhance usability:

  • Anomaly Detection is new feature that has been added that detects anomalies in data.  Users now can indicate report metrics to be monitored.
  • The Simple Event Capture UI has been enhanced with the addition of a Match any content toggle. 
  • For Tealeaf on Cloud customers who provision the organization on their own, time zone input is now required. This addresses time zone information conflicts that periodically occur. 
  • Newly added to the Asset Manager is an option to view Native Templates. Use this feature to view existing templates and to incorporate custom templates for use with native replay. 
  • Bot Detected, an out-of-the-box session attribute, has been added to the Event Manager. Now you can easily identify session searches that are from bots with Bot Detected. 
  • Other usability enhancements added to Tealeaf on Cloud include:
    • A new section, Admin Workspaces, provides a new workspace for administrators and a central location for tracking Anomaly detection metrics. This section is visible to only Sysadmin, OrgAdmin and SupportUser roles.
    • The ability to select and add multiple widgets at once to your workspace.
    • Create new hit attribute and Create new step attribute buttons have been incorporated into the process of creating Events. Now you no longer need to abandon the Event you are creating when you want to add a Hit or Step attribute.
    • Select Multiple has been added to the Event Manager allowing you to simultaneously add multiple conditions to an Event.
    • The MMI Report has been enhanced to include MMI data from export sessions.
    • Improved validation for Replay Rules
    • Replay has been set as the default view for Consolidated session replay.
    • Improvements to the Replay user interface permit users to resize the left navigation panel.
    • Session list has been enhanced to allow users to adjust column width for an improved view of the Session list table.
    • An alphabetized applications list can now be found in the Applications table. This makes it easier for users to quickly find an application.
    • A numeric indicator has been added to the blue flag in the navigation pane of Session replay. Making it helpful to identify the exact number of steps for a screen that matches the search criteria.
    • Snapshot Gallery sort order is in a persisted state when accessing over multiple sessions.

 

Looking to improve digital intelligence and create actionable customer insights?  Click the tile below to view Pereion Solutions' IBM Watson Customer Experience Analytics and Tealeaf on Cloud Customer Use Case videos. 

 

Watson CXA/Tealeaf Use Case Videos 1

 

IBM Digital Analytics (DA) updates provide improved capabilities and management of personal data:

  • The ability to login to IBM Digital Analytics with an IBMid. Now when a user logs in to DA for the first time, using an IBMid, the user is prompted to link the IBMid with a DA client ID.
  • Support for recurring email delivery of workspaces. In prior releases, you could email a workspace only one time. Now with this added feature, workspace emails can be scheduled daily, weekly or monthly using the Schedule Email drop down.
  • Newly released, is an alert feature that displays a 5-minute countdown. You can now indicate if you wish to stay logged in or just simply log out.
  • In earlier releases, DA did not allow you to email workspaces that contained personal data. Now, reports with personal data are excluded from workspaces that you email.
  • A notification feature is displayed at the top of the DA screen when ad hoc reports are finished processing. In addition, a Report status menu has been added to the DA header. Allowing you to track the status of active ad hoc reports as they are running (Running reports) or if they have finish processing (Completed reports).
  • The Standard report tooltip shows more detailed information like report type, report frequency and if the report contains personal data. Additionally, you can now share views of Standard reports with others and set start dates for segments in Standard reports to 800 days in the past.
  • Now only users with PII access are able to select dimensions that contain personal data. All users without PII access are restricted.
  • Marketing Channel and Marketing Program reports are replaced by the beta reports. Now you can create custom channels in DA and those channels will be included in your Standard reports.
  • Export data straight from the Digital Analytics UI. Using Export, you can select 3 types of data to export: Activity Record Feed, Customer Record Feed and Search Data Feed

Top 10 use cases to improve on digital intelligence using Watson CXA

Using Watson CXA, Pereion Solutions can help you identify your customers' paths, understand your customers' struggles and experiences, and then optimize your site and maximize business opportunities. 

In our eBook, Watson, Can You Help Improve Digital Customer Experience?,” we complied a list of the top 10 use cases you can implement to improve your digital intelligence and put customer insights to work with IBM Watson CXA.  Also included, are links to specific formulas that provide a step by step process for getting started with effective digital analysis and optimized customer experiences.  Click below to download our eBook.

Watson, Can you help improve digital experience ebook


 

 

Topics: Pereion Solutions, tealeaf web analytics, Coremetrics, Tealeaf IBM, Tealeaf SaaS, IBM Watson Customer Experience Analytics, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), IBM DA

About this blog

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

New call-to-action

 Watson, Can you help improve digital experience ebook

 Read the Shubert TIcketing CXA Case Study

 

SUBSCRIBE TO THE PEREION BLOG

Recent Posts

Posts by Topic

see all