AI’s Missing Ingredient – Intelligent Content

My Saturday mornings used to be full of artificial intelligence (AI). Thanks to the TV shows I watched and the comics and books I read, I grew up expecting to live in a world of robots that could think and talk, vehicles of all sizes that would whisk me off to far-away destinations with no need for drivers or pilots, and computers that would respond to voice commands and know the answer to just about everything.

I may not yet have that robot butler, and my first experience with a self-driving car left me more apprehensive than impressed, but in other ways artificial intelligence is now part of my everyday existence, and in ways that I don’t even think about.

One of the first things I do each morning is ask Siri for the day’s weather forecast and then check to make sure that my Nest thermostat is reacting accordingly. During the day, Pandora’s predictive analytics choose my music, and in the evening Netflix serves up my favorite shows and movies. My books arrive courtesy of Amazon, and there’s a fair chance that some of those purchases were driven by recommendations generated via AI.

And now everyday I see several posts about content generated by the AI driven chatbot ChapGT (most of which seems very repetitive to me), while my artist friends debate the ethics of AI generated art (or is it even art at all).

It seems to me that we are on the edge of a potential leap forward in the application of AI, or perhaps more accurately we are making noticeable strides in the application of Machine Learning (ML) rather than true AI.

Outdated practices hampers AI advances

What we have today is just a small representation of the promise of AI, and that promise has not yet been realized.

Many companies and organizations still use older technology and systems that get in the way of a truly seamless AI customer experience. When the systems we already have don’t interact, and companies continue to build point-solution silos, duplicate processes across business units, or fail to take a holistic view of their data, content, and technology assets, then AI systems will continue to pull from a restricted set of information.

Over the past several years, as I have talked and worked with companies that are pursuing AI initiatives, I have noticed that the majority of those projects fail for a common reason; AI needs intelligent content. It may not be the only reason, but it’s definitely a common denominator.

AI needs intelligent content

No artificial intelligence proof of concept, pilot program, or full implementation will scale without the fuel that connects systems to users — content. And not just any content, but the right content at the right time to answer a question or move through a process. AI can help automate mundane tasks and free up humans to be more creative, but it needs the underpinning of data in context — and that is content, specifically content that is intelligent. According to Ann Rockley and Charles Cooper, intelligent content is “content that’s structurally rich and semantically categorized and therefore automatically discoverable, reusable, reconfigurable, and adaptable.” [Ann Rockley and Charles Cooper: Managing Enterprise Content: A Unified Content Strategy, Berkeley: New Riders, 2012]

The way we deliver and interact with content is changing. It used to be good enough to create large monolithic pieces of content: manuals, white papers, print brochures, etc. and publish them in either a traditional broadcast model or a passive mode. We would then hope that, in the best case, we could drive our customers to find our content or, in the worst case, that whoever needed it would stumbled across it via search or navigation.

With the rise of new delivery channels and AI-driven algorithms, that has changed. We no longer want to just consume content, we want to have conversations with it. The broadcast model has changed to an invoke-and-respond model. To meet the needs of the new delivery models like AI, our content needs to be active and delivered proactively. We need to build intelligent content that supports an advanced publishing process that leverages data and metadata, coordinates content efforts across departmental silos, and makes smart use of technology, including, increasingly, artificial intelligence and machine learning.

In addition to Rockley and Cooper’s definition of intelligent content, our content should also be modular, coherent, self-aware, and quantum. Here are definitions of those four characteristics:

  • Modular: existing in smaller, self-contained units of information that address single topics.
  • Coherent: defined, described, and managed through a common content model so that it can be moved across systems.
  • Self-Aware: connected with semantics, taxonomy, structure, and context.
  • Quantum: made up of content segments that can exist in multiple states and systems at the same time.

Intelligent content with a common content and semantics model that allows systems to talk the same language when moving content across silos may be the key to unlocking the technology disconnect that is holding AI back from even greater acceptance.

Your DX Testing Isn’t Done Till it Passes the ‘Buddy’ Test

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“Do you think our customers will like the image of the kitten better than the one of the puppy?”

If you think digital experience testing comes down to resolving questions like this, you are missing the bigger picture.  I written before about how we should be designing for a frictionless experience, and testing is a large part of that process.

Testing Means More Than Click Troughs

Test to make sure that your content — text, graphics, video, audio — help drive the overall experience. It doesn’t matter if the kitten gets more hits than the puppy if neither helps the customer progress through the experience to get the information they need. Look at click-through rates and subsequent customer actions.

Check to make sure the graphics are composed and positioned to help the customer on their journey. For instance, shots that guide people’s eyes in the direction of the next call to action generate far more click-throughs than thoughtfully posed shots of smiling models looking straight out of the page.

Refining the digital experience focuses on the user interface as well as content design, but you also need to make sure you understand how they work together.

Test to make sure the page layouts, paths, text and graphics are market and culturally appropriate. Does the experience change based on the level of the customer engagement and where they are in their journey? Is the logged-in experience more personalized than the general ‘guest’ experience? It should be.

Do you have your customer journey mapped out and know which parts of the digital experience map to which steps in that journey?

How about the language you are using? Is your website, mobile app, augmented reality solution, digital signage or whatever you are using to deliver the digital experience littered with jargon, acronyms and industry terms understandable to you and your development team, but meaningless to customers?

Names are important. Think about what you call something. Don’t expect the customer to know the terms you use internally. Pick names that the customer will recognize and use them consistently.

Don’t Take it From the Insiders, Ask Your Buddy

Once you’ve done your final internal testing, and maybe even a focus group or two, I’d suggest you employ the final and best test: the “Buddy” test.

Ask your family and friends to walk through your planned experience design. Make sure whoever does the testing has no knowledge of your industry, your company processes, etc. The more removed they are from your role in designing, testing and delivering digital experiences, the better.

Ask them to do a task a new customer would want to do, like create an account and find some basic information.

It’s amazing how often designers leave out basic information from online interactions because once we become integrated into a particular environment, we get to the stage where we have an almost intuitive baseline of knowledge — knowledge someone outside of the community would not have. Answering “it’s obvious” to any question raised during testing is not acceptable.

If your other friends repeatedly ask the same question about a part of your digital process, that part of your process is broken. You need to fix it. And not in a way that makes it easier for you, but in a way that it makes it easier for the customer to complete their task.

Remember, it doesn’t matter which picture gets more clicks if I can’t find out how your products can help me, how to buy them, or even where you do business or what time someone is available for me to talk to.

Is Your Website a Reflection of You or Your Customers?

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Hey Dad, did you have any feedback?” That text from my daughter was part of an ongoing discussion around the website that she was designing for a new business venture that she and a partner were launching. It was the third iteration of the site, and this was the first version that was fully mobile friendly.

My feedback was that with just a few minor tweaks, this iteration was very close to where they needed to be for the launch. It told a good story and provided the basic information their customers would be looking for.

It wasn’t always the case. Early in the process of them developing a business case I asked my daughter and her business partner what they wanted the website to communicate.

The immediate response was “We want it to let people know what we do.”

A logical answer, but my response was something along the lines of “That’s great, but other people do what you do. What makes you special?”

We are focused on people with a particular problem area.”

Great. So think about the people who need help solving that problem. What are they going to be looking for?

As these sort of discussions continued, the website design and prototypes evolved from their description of what the new company did, to a series of short articles that addressed the potential customer’s problems, and how my daughter and her partner can help.

They also looked at the list of services they were offering and decided to focus on the three where they have had the most interest. Now instead of a webpage with a shopping list of things to pick from, each solution article has information about the relevant service, with pricing and contact information.

But it’s not only small businesses or start-ups that need to be switching their thinking from a website that, no matter how slick it’s presented, is little more than a digital brochure. Often these sort of “inside-out” websites end up being a reflection of the corporate structure accompanied by a list of products. Switching the mind set to a customer driven “outside-in” view can pay dividends, not only in an improved experience that can help customer’s solve their problems, but they can also have a direct impact on the company’s bottom line.

I once worked on a project for a large company whose website was a perfect reflection of their corporate and business unit structure. You had to know what part of the company was responsible for a particular product to be able to find it; even the employees had a hard time figuring out where to find information. But a customer focused analysis showed that 80% of the traffic went to the website for just four things: to look up product specifications, pricing, buy spare parts, or get support. Once we rebuilt the website around making those tasks as easy as possible, traffic, leads, and online parts sales revenue all increased, and support costs decreased.

Improving the customer experience is now regularly cited as a top strategic imperative for many companies, and the website is the always-on global showcase for that. Delivering a customer-driven web experience means not only changing the mind-set and the content, but also delivering a more engaging relevant and engaging experience that delivers value to the individual customer. It can rapidly become a complex process and needs the right sort of management tools to enable and support an effective web presence.

Avoid Brand Disasters with a Visual Content Strategy

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It took a man with his sleeves rolled up to make me understand that we had a problem.

A Flawed Hero

At the time I has heading the marketing content delivery group at a major equipment manufacturer and we’d just posted a new ‘hero’ shot on our website. We were very proud of the image: a burly rugged looking guy on a job site stood in front of one our machines. A perfect illustration of our brand.

Or so we thought, until I logged in to my email the following morning to find my inbox stuffed with requests to take the image down.

Most of those emails came from one specific geographical market. What we hadn’t realized was that the burly man had his shirt sleeves rolled up, and in one of our biggest, most important, markets that was a safety violation. And safety violations were definitely not something we wanted to be seen promoting, or have associated with our brand.

The image was quickly taken down and metadata added that it wasn’t to be used in certain markets. On reflection, we should have already done this. But like many large companies we drew our content from all across the enterprise, as well as from outside suppliers and agencies.

Customers Don’t Care About Your Silos

The man in the shirt sleeves got us thinking: Did different parts of the company use different images to represent the same things based on their local and business knowledge? Did they assume an implied level of knowledge about the subject and its applicability? Did the images chosen just reflect the siloed make-up of the business’s organizational structure? How was metadata applied — if at all — to ensure correct usage and attribution?

Most importantly: how did all this affect the customer’s experience when interacting with our brand across different channels around the globe?

It doesn’t matter how your company is organized, or what separate lines of business you have. As far as your customer is concerned every interaction with you is a representation of your brand, and they expect a consistent experience. But it must also be a consistent experience that is relevant to them and their locale.

Pull Things Together With a Visual Content Strategy

So how do you deliver a consistent brand representation while still being aware of localization and cultural issues?

You need to develop a Visual Content Strategy:

  • What do you want your images to do? — Showcase your products? Showcase your customers? Show customers using your products?
  • What business need do you want your images to help achieve? — Engage prospects and lead to click-through and lead capture? Educate and help customers with self-service thereby reducing support costs?
  • What sort of images will you use to reflect your brand? — Photographic and realistic, inspirational and abstract?
  • Where will the images be used? — Global generic images? Regional and local application? If regional, how localized?

Next, look at the images that you are already delivering or have in development. Do they match the aims and business drivers outlined in your visual content strategy? If not, stop using them.

Content for the sake of content, no matter how pretty it looks, is a waste of resources and opportunity.

Take a detailed look at how your products are represented and localized. After the “shirt sleeves” incident one of the decisions we made was that for the equipment product pages on our website the main product shot would be just the machine against a plain white background.

Presenting the equipment in a consistent way made it stand out and avoided localization issues. The job-site shots were relegated to a gallery that could be customized based on the customer’s location.

The next step is developing a strong metadata model that is applied to the images to ensure that you use the same images to show the same ideas and concepts. Attach data that fits your workflow and that allows you to deliver the sort of customer experience that reinforces your brand. Balancing consistency with creativity should also be considered and trade-offs need to be made.

Delivering Consistent Experiences

With a strategy and metadata architecture in place you need a way to store and manage images so that they can be easily located and used in the correct manner.

A Digital Asset Management system is key to delivering a consistent visual user experience. I’d recommend starting with an achievable object, such as a DAM to drive your website and then grow it organically across the enterprise, to cover other delivery channels. Get people used to using it, prove that it provides value and it will lead to improved customer experience.

The man in the short sleeves helped my team develop and deliver a platform that quickly grew to an enterprise solution with over one million assets that could be tracked and reused to send the correct message in the correct market.

[NOTE: This post was first published on CMSWire September 2016)

Collaboration is the Pits – And it can drive success.

“Hot Pit Pass” – Those words on the ticket hanging around my neck on a fancy lanyard were magic to me. The coveted prize of any motor-racing fan, to be granted access to epicenter of the action in any major motor-race. A few years ago my wife and I had been lucky enough to be invited to attend the Texas NASCAR race as a guest of Richard Childress Racing, and part of the package was a guided tour of their pit operations and the coveted pass that allowed us to stay in the pit and garage area the whole race. NASCAR is un-matched in the access it gives fans and visitors, and with that magic piece of paper we got to wander anywhere; including sitting on the pit wall watching the cars come in and being serviced.

It was a magic moment witnessing the well-rehearsed choreography of a top-flight pit crew. Six men flowed over the wall to service the car, filling it with fuel and changing four wheels and tires in less than 15 seconds. (In Formula One where the pit crew can number as high as fourteen people each with a dedicated task they can accomplish a four wheel and tire change in less than three seconds!)

A good pit-stop can mean the difference between success and failure in a race; and a good pit crew can be just as effective as the driver when it comes to positioning a car to win. Despite there only being one person on track, motor racing is definitely a team sport. This was bought home to me again recently during a business trip while watching the 2015 NASCAR race from Atlanta on the hotel room TV. Not surprisingly I’ve stayed a fan of the RCR teams and always follow them closely, and the Caterpillar sponsored #31 team in particular. During the Atlanta race the #31 pit crew were exceptional, as it soon became apparent that with every single pit stop the car emerged from the pits several positions ahead of where it had entered. In some cases the fast efficient work of the team gaining four or five places.

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It also struck me that the pit-crew model is a perfect analogy for the content creation and delivery process.

Customers are looking to your content to provide answers to questions, and as the content creator you may feel like the lone driver out on track fighting for space and hoping to get out front and be noticed first.

But the truth is that most customer answers need input and information from across your organization. Customers don’t think in terms of your operational silos, so they don’t look for information in neatly packaged chunks. To meet your customer’s needs you need to collaborate with subject matter experts, do research, and them pull it all together in a language that your customer will understand.

You need to pull together your own “pit crew” around a particular subject, value their individual inputs and pull them together to develop a process, to deliver the result that will help you, and your customer move forward at an accelerated pace.

Collaboration of this type also results in a premium consistent brand experience; ensuring that your customer gets the same answer, the same information, no matter through which channel they ask their question.

Working together results in success for both you and your customers.

Be Arnold – Not Mary-Kate

“Why be Mary-Kate and Ashley when we can be the Arnold to the rest of the industry’s Danny DeVito?”

It may sound like a strange conversation, but it’s one I’ve had several times at different points in my career; usually when I’ve been at a small to medium sized, or spin-off start-up, software company. The underlying conundrum behind the question was “How do we differentiate ourselves?”

Nearly every business, to a greater or lesser extent, is akin to a commodity driven business these days. There are very few disruptive companies whose success is solely due to the fact that they are the only one doing something. Everybody has a competitor, or two, or lots; all doing essentially the same thing you are, especially when you are playing in a global marketplace.

If someone tells you what line of business they are in, and you answer “Me too,” then you are now a commodity. If you don’t differentiate yourself trough the unique value you bring to you customers you become an Mary-Kate or Ashley Olsen. A product that can be swapped out with one that does basically the same thing and no-one really notices the difference.

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So how do you differentiate your value?

With CONTENT

Content can make you stand out like Arnold Schwarzenegger towering over Danny DeVito in the movie Twins.

Look at what makes your company and products special, how do you solve your customers problems in the way that provides them the most value? Find the perspective that only you can provide; look to your company’s own experts, and your customers too. If you can find a niche where you can provide the most informative, engaging, and useful information, then plan to become the industry’s leading expert in that space.

With the right content and the right approach you can position yourself to tower over others who may think they are just like you. Remember – Be Arnold, not Mary-Kate.

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Content Delivery – Porsche Style

What’s the quickest way to deliver your content to a multinational audience? – This maybe one of the most efficient ways I’ve seen.

While monitoring the Twitter stream this morning from various motor-sports journalists covering the build up to this weekend’s Formula One Spanish Grand Prix there were several enthusiastic posts about a little piece of plastic.

This piece of plastic, distributed by Porsche.

Porsche QR Press KitJournalist Jon Noble immediately tweeted,

“I remember the era of 100-page media guides. Look at this slick modern version from Porsche.”

While NBC Sports’s Will Buxton added a few more details.

“Very cool media kit from Porsche Supercup. A simple plastic card featuring a BeeTag. Open the document in 5 languages on phone/tablet. Ace.”

Globalized, smart, slick, and in keeping with the brand. Delivering content to a well-defined community in the way that works best for them. – Brilliant piece of content marketing.

From a marketing perspective it’s also interesting to note that Porsche aren’t even competing in the main GP event. They don’t have an F1 team, nor do they supply engines anymore. They do however have supply all the cars for one of the, normally ignored, supporting events – yet they got a sizable share of the journalists’ attention and social media buzz this morning.

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And I found out that the British refer to QR Codes as BeeTags – apparently named after a popular QR Code generation software.  – This plays to a conversation I had at the STC Conference in Atlanta last week discussing the fact that just because something is written in English, it doesn’t mean it is equally understood in all English speaking markets. – Maybe that’s a subject for another blog post.

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Know Your Muppets.

I may have been the only one in the room who noticed, or even cared, but it annoyed me.

During a recent presentation by a top industry analyst they referenced an on-line marketing campaign that had featured The Muppets. On one PowerPoint slide there was a picture of Kermit The Frog.

The analyst proudly said something along the lines of “As you can see this campaign was aimed at children because it uses the characters from Sesame Street.”

My geek-alert radar triggered at the mistake. Kermit is of course not a Sesame Street character, but  the leader of The Muppets. It was an innocent enough mistake, even an understandable one. But it was compounded by the fact that I knew a little about the campaign being referenced, which was in fact not aimed at children, but their parents.

The consultant immediately dropped a couple of notches on my internal credibility monitor.

In fact during the day the same consultant made a few pop-culture references, and I could tell that they didn’t really understand the context of what they were saying.

This got me thinking about my own presentations. I’m a self confessed geek, I even have a T-shirt declaring the fact, so I have a tendency to pepper my conversations with pop-culture references. The same applies to a lot of presentations I do, more so in public conferences than during internal meetings. But, I always make sure those references are related to things I know about; I’d never make an on-line gaming or baseball reference as I have no interest, or reference, for either.

If you do make some sort of external reference when presenting to an audience, then make sure it’s factually correct and applies in context, because if you don’t there is bound to be someone in the audience who will spot your error. And that error will undermine everything else you say.

The same applies to the content you produce and deliver to your audience online. The best content is that which engages the audience and provides value. To deliver that sort of value we often produce content that puts our products or services in the context of the customer’s story and experience. We talk about, and reference, their industry, their process, their culture. If we get any part of that wrong, the customer will notice and it will undermine everything else we claim about our products.

Before you put out any sort of content that makes external references make sure you know your Muppets!

A little lesson in Content Packaging thanks to the Fab Four

Earlier today I was alerted to this video from Carlton Books giving what they term a “Sneaky Peek” at their upcoming book celebrating the 50th Anniversary of the Beatles’ first hit record.

As both a Beatles fan and scholar, I knew that this great looking book was destined to join my Fab Four research library (as I’m working on an idea for another Beatles related book proposal).

Then I started thinking about this video from a Publishing and Content Strategy perspective.

Anyone whose heard me speak on digital publishing will know I often repeat the phrase that “pixels and print are not mutually exclusive.” In other words it isn’t an either/or decision between digital and traditional print publishing, in most cases a book can exist equally in both and often help each other. – Which is definitely the case with my own Beatles book where Kindle sales have driven increases in print sales.

However there are some things that each medium does better than the other, and I strongly believe that print will flourish for publishers who figure out how and why print is special. In my view there is one advantage that print has over digital – reading a printed book is a tactile experience that engages the senses of feel and smell as well as sight.

A book like the one in the video above could not be done on a digital platform. Yes the written word and the photos could be reproduced, maybe even the video from the DVD and the sounds  included in a multi-media enhanced eBook – But the way it is packaged and presented is as a interactive tactile experience, and that’s what will make it special. You can only do that in print.

The packaging of the book is also a great example of re-purposing existing content to be consumed and experienced new ways. Instead of a photograph of a concert poster or ticket, why not recreate them? Move interaction with the content from a passive one to an interactive one.

As well as the book itself and its refreshing content packaging, there is also the smart way that the content, and the idea of the book, is being promoted via the use of other media such as video and social networks.

Smart move Carlton Books – you’ve got my $$ already – and I just helped you spread awareness a little further.