Simon's Identity Managed Services

Overview

Unlike some identity solutions that provide unguided or mysterious, "blackbox" solutions to your customer identity needs, this offering provides a real person who actively walks you through the process and customizes it to your business needs. Our goal is to equip your data teams with the resources and expert guidance they need to build a robust identity foundation that drives revenue for your organization.

Foundation 🔨

Simon Data's performance as a CDP can only be as good as the data it’s connected to. In other words, garbage in means garbage out. A bad identity foundation leads to:

  • A bad customer experience
  • Inability to scale customer marketing
  • Untrustworthy data science & analytics
  • Security & compliance risks
  • Wasted time doing manual QA
  • Complaints from internal teams about the quality of the identity model

Our Service Packages

Identity Managed Services are made up of 3 main services. Before deciding on which would be right for your business, take a look at our standard flowchart for how we have designed these to work together:

This is the first step we take to assess identity gaps or strengths.

  • Identity Audit: an assessment of the as-is scenario for identity, and best-practice recommendations
  • Identity Roadmap: a detailed plan for the business goal(s) that are enabled after identity is solved

For clients who lack a trusted, stable identifier, we help select one while creating a unified Customer360 table.

  • Identity Workshop: an in-depth discussion with multiple client stakeholders to align on the identity strategy and specify next steps
  • Identifier Selection (if needed): to select or modify a usable stable identifier to use for marketing purposes
  • Implementation: to hands-on-keyboard implement the identity strategy decisions into a Customer360 table and feed it into Simon Data for immediate impact on marketing actions

For clients with messy data who need entity resolution to cleanse, normalize, and transform customer data and remove bad and duplicate records.

Why is Identity Important?

Identity is one of the hardest & most important problems for you to solve in order to drive revenue. We believe that there is no simple solution to a complex identity problem that a no-code UI can solve, which is where our Professional Services team (specifically, our Identity Architect) comes into play.

  • Observability & Control: Unlike traditional “black box” identity solutions, a SQL-based approach deployed by Simon's in-house identity experts ensures that data folks have full visibility into the data cleansing & resolution processes.
  • Customization & Extensibility: You can work with your dedicated Identity Architect to optimize your identity models & logic to suit your unique business requirements, rather than fitting your data into a one-size-fits-all model.
  • Agility: Identity model QA & change management are more agile and responsive to business changes. You integrated with a new SMS provider? With our Identity Managed Services offering, we can quickly help you deploy a new set of rules to incorporate phone_number into your identity model, ensuring that customer profiles are always up to date.

Benefits of Identity Managed Services:

Let Simon help you take control of your identity model with our professional services offering. Identity Managed Services is for folks who have complex data and identity problems to solve that go beyond a self-serve UI. Establishing the proper foundation for your business in the form of a solid identity model leads to:

  • Better personalization: Enhancing customer experience by personalizing interactions and product recommendations based on a unified understanding of each customer’s preferences and behaviors.
  • Improved marketing efficiency: Driving revenue, and improving the accuracy and efficiency of marketing campaigns by ensuring that messages are targeted and relevant to each recipient.
  • More accurate customer insights: Gaining deeper insights into customer behavior and preferences, which can drive product development, marketing strategies, and business decisions.
  • Greater operational efficiency: Reducing redundancies and improving the accuracy of customer data used across the business, which in turn enhances operational efficiency.

We are dedicated to your long-term success with Simon Data, and that starts with the foundation: Identity.