AVP DIGITAL PORTFOLIO PLANNING

HARMONIZED DIGITAL STRATEGY

• Business strategy
• Customer experience strategy
• Product and service strategy
• Digital technology /capabilities
• Insight / data strategy
• Must work for each business unit
• More than marketing
• Cross departmental collaboration,
• People process and technology

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• Accomplishments to date
• Process
• Considerations enterprize
• Future Trends

2004-2007 defined strategy and roadmap for CIBC.com

2010-2013 defined enterprise wide digital strategy at Dundee

2013-2016 contributed to three year digital road map OTPP

METHODOLGY

• Discovery (lob /roe) capabilities and gaps
• Competitive analysis
• Plan
• Socialize internally
• Manage / implement
• Define what the future will be

FUTURE TRENDS

• Marketing automation
• Security / biometrics / passwords
• Gesture based interaction
• AI /AR
• Search
• Mobile first / mobile aware
• Voice
• Messaging , payments, gps, wearable,

STRATEGY

• Being digital, be mobile, be relevant
• Signatures
• B2b and b2c
• Mobile
• Marketing centre
• Content
• Cms tied to crm and Mail application
• Real time bi for sales team and wholesalers ...
• Paperless and mobile first (statements)
• Simple personal insightful

THOUGHT LEADERSHIP

• Middle tier for personalization
• Adobe CQ5 integration within Adobe analytics and exact target mobile responsive not adaptive
• Walk out videos a bunch of footage

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TOOLS

• SIPOC
• Raci
• Ambiguity, complexity, chaos
• Complex relationship between organization and environment ...
• Dependencies

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• Leading change
• Shaping culture
• Spanning boundaries
• Key drivers to invest time money and resources in
• Dealing with conflicting priorities

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• Strategic acting
• Strategic thinking
• Strategic influencing
• Consultative / information sharing

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• Assess where you are
• Know who you are and where to go
• Learn how to get there
• Make the journey
• Check your progress