Mission
1:1 Customer Engagement Optimization
6 Modules
5 Challenges
3 hrs 55 mins
Learn how to run simulations to help business users understand the impact of changes on the decision management framework. Simulations enable you to derive valuable intelligence that can help improve business decision-making. For example, test your engagement policies against a set of customers to run and use different simulations that improve the performance and ethicality of your next-best-action strategy.
Optimizing 1:1 customer engagement overview
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Module
Optimizing 1:1 customer engagement overview
1 Topic
15 mins
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Familiarize yourself with the various simulations used in one-to-one customer engagement to understand the effect of business change and analyze the...
Analyzing customer distribution using Pega Value Finder
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Module
Analyzing customer distribution using Pega Value Finder
2 Topics
20 mins
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Learn how Pega Value Finder can be used to discover areas of improvement in the next-best-action strategy and adjust the engagement policies to create...
Analyzing customer distribution using Pega Value Finder
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Challenge
Analyzing customer distribution using Pega Value Finder
3 Tasks
10 mins
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U+ Bank is currently cross-selling on the web by showing various credit cards to its customers.
They want to run a value finder simulation in Pega...
Testing engagement policy conditions using audience simulation
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Module
Testing engagement policy conditions using audience simulation
2 Topics
25 mins
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Learn how to improve the performance of your next-best-action strategy by testing the configuration of engagement policies against a set of customers.
Testing engagement policy conditions using an audience simulation
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Challenge
Testing engagement policy conditions using an audience simulation
4 Tasks
15 mins
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U+ Bank is currently cross-selling on the web by showing various credit cards to its customers.
They want to use Pega Customer Decision Hub™ to run...
Analyzing the results of simulations using reports
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Module
Analyzing the results of simulations using reports
2 Topics
20 mins
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Learn how to unit test a strategy using distribution test simulation. Analyze the simulation reports to understand the impact of creating or updating...
Analyzing results of a simulation using reports
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Challenge
Analyzing results of a simulation using reports
3 Tasks
10 mins
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U+ Bank is currently cross-selling on the web by showing various credit cards to its customers.
The bank wants to run a distribution test simulation...
Detecting unwanted bias
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Module
Detecting unwanted bias
2 Topics
30 mins
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Learn how to detect unwanted bias in engagement policy conditions and avoid discrimination while keeping the business requirements and regulations in...
Detecting unwanted bias in engagement policy conditions
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Challenge
Detecting unwanted bias in engagement policy conditions
7 Tasks
15 mins
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U+ Bank is currently cross-selling on the web by showing various credit cards to its customers.
The bank wants to run an ethical bias simulation in...
Analyzing the effect of business changes using Pega Scenario Planner
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Module
Analyzing the effect of business changes using Pega Scenario Planner
2 Topics
25 mins
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Learn how Scenario Planner allows you to easily simulate “what-if” scenarios to accurately forecast results, optimize strategies to meet specific...
Analyzing simulation results using Scenario Planner
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Challenge
Analyzing simulation results using Scenario Planner
6 Tasks
30 mins
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U+ Bank is currently cross-selling on the web by showing various credit cards to its customers in Pega Customer Decision Hub™.
The bank wants to...
