Accenture Onboarding
This document summarizes the notes & achievements of the onboarding week with Accenture. On top of that, we can use this document as a reference for future onboarding of Accenture employee
Resources
Figma: RBI - CRM Services – Figma
Airtable: Getting Started: Directory - Airtable
Sharepoint: Onboarding Materials
Agenda
MONDAY - APRIL 29 | ||||
Time BR | Time ZH | Agenda | Detail | Who |
10 - 10:30 | 3.00 - 3:30 | Kickoff | Teams presentation (both ACN and RBI), transition timeline review; | All ACN + RBI management teams |
10.30 - 11:30 | 3.30 - 4.30 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
12.00 -13.00 | 6.00 - 7.00 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
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TUESDAY - APRIL 30 | ||||
Time |
| Agenda | Detail | Who |
11.30 - 12.30 | 4.30 - 5.30 | Processes Immersion | Processes deep dive - accenture management team assessment/ questions after 1st analysis | ACN management + RBI management teams |
10.00 -11.00 | 3.00 - 4.00 | Brand Immersion - FH | RBI presentation of Figma files/current templates, copy and content blocks; | ACN creative +RBI BK creative teams |
12.30 - 13.30 | 5.30 - 6.30 | Data/Tech Immersion | Data deep dive - accenture data team assessment/ questions after 1st analysis | ACN analytics and operation +RBI data analytics teams |
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| Hold - timing for agenda alignments for last two days | ACN management + RBI management teams | |
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THURSDAY - MAY 2nd | ||||
Time |
| Agenda | Detail | Who |
11 - 1.30 | 5 - 6.30 | Data/Tech Immersion | RBI overview of Braze - current journeys and setups + new guidelines | ACN analytics and operation +RBI data analytics teams |
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FRIDAY - MAY 3rd | ||||
Time |
| Agenda | Detail | Who |
9.30 - 10.30 | 2.30 - 3.30 | Immersion Summary | Accenture presentation to validate general understanding of the program, processes and challenges, as well as preview of new workflows to be developed during the following week. | ACN management + RBI management teams |
8-9.30 | 1-2.30 | Braze | Journeys Set u p |
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Team
Accenture:
RBI:
Name | Role | |
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Teodoro Ornelas | Sr. Director, Guest Engagement, EMEA | |
Javier Echeverria | Sr. Director, CRM, Loyalty & Digital Growth | |
Anna Elleni | Sr. Manager, CRM | |
Manuel Rodriguez | Manager, Conversion, EMEA | |
Luke Fisher | Product Manager, Data | |
Adolfo Watanabe |
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Meetings
Notes
Session 1 - Data Immersion
Access has been provided as “viewers to the below email addresses”
carolina.vaisz@accenture.com (Delivery Lead)
alessandra.b.fiuza@accenture.com (Design Lead)
ana.c.nunes@accenture.com (Project Management)
ricardo.basso@accenture.com (Solution Lead)
Access has been provided as with dedicated Agency permission (no publishing rights, data export etc)
carolina.vaisz@accenture.com (Delivery Lead)
alessandra.b.fiuza@accenture.com (Design Lead)
ana.c.nunes@accenture.com (Project Management)
ricardo.basso@accenture.com (Solution Lead)
Brand Immersion (BK)
Immersion Processes - Day 2
Data Q&A - Day 2
Day 3 - Immersion
a. What are the pain points with the current agency?
Automation: most of the briefing / approval is done via email (which is time-consuming and can lead to misunderstanding/mistakes)
Ownership/trust: we need to test, end to end, all the journeys and communication (including push notifications) to ensure that there are no mistakes.
Lack of guidance: we expect to have inspiration and support (as RBI) when we craft our vision and strategy for our brands and market. We look for a partner more than pure execution. We are looking to enhance our strategy based on your experience with other clients
Ongoing optimization: we were “forcing” A/B tests more than having a natural plan of optimization
b. What are the pain points RBI has with the markets?
Ongoing tension between localization & scalability
Ongoing tension with having briefing and assets received on time
Planning: currently we plan 2 weeks at the time, it’s difficult to have a comprehensive view of what we want to achieve my quarter for example
c. What is the ideal scenario?
The ideal scenario is to have a fully automated process (from briefing, to campaign deployment):
Briefing has standard field to be filled
Campaign type (always on, ad hoc)
Is it from an existing template or from the library?
Date
Concept
A/B test
The agency provides copy & design proposal
The comments & approval process is consolidated in the tool
Once approved, the template is pushed to Braze
The agency test the template and share it with the client only once the internal QA is finished
During the weekly, we review the performances to spot any insights
Note: this should be a proactive action from the agency side
The lifecycle is deployed in a standardized way across the markets. We should have 1 vision for CRM, and the items to localize should be limited to:
Timing (e.g. churned guest in CH is after 30 days, in DE after 20)
Incentives (e.g. free sandwich in CH, points in DE)
Visuals & Translation
We have a centralized repository for:
our assets (ideally, a library that is filtrable by market or topic and can be accessed by our clients)
our insights (A/B test results)
We have a structured and standardized template for performance reporting, differentiating
Monthly meeting
Quarterly meeting
Note: we should try to simplify reporting to make a clear connection with sales impact
Resources
Onboarding timeline: 20240206 CRM Transition Timeline.xlsx