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Mission

Business Agility in 1:1 Customer Engagement

7 Modules

5 Challenges

5 hrs 35 mins

Visible to: All users
Beginner Pega Customer Decision Hub '24.1 English

This mission is designed for business users, line of business (LOB) heads, marketing operations personnel, or anyone looking to understand how to implement business changes in Pega Customer Decision Hub.

Learn how to streamline the change management processes using Pega 1:1 Operations Manager. Become familiar with the standard portal and tools to support and manage non-disruptive, low-level changes to the business artifacts and rules.

  • Explore the CDH role based learning paths here download pdf
  • Access the offline mission content here download pdf

Available in the following mission:

Decisioning Consultant v7
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Business agility in 1:1 customer engagement overview

  • Module

    Business agility in 1:1 customer engagement overview

    2 Topics

    15 mins

  • Familiarize yourself with the tools and processes used to manage business changes in the Pega 1:1 Customer Engagement solution. Learn about Pega 1:1...

Pega 1:1 Operations Manager overview

  • Module

    Pega 1:1 Operations Manager overview

    3 Topics

    20 mins

  • Learn how Pega 1:1 Operations Manager helps streamline the change management processes that affect one-to-one customer engagement orchestrated by Pega...

Launching a new offer on web

  • Module

    Launching a new offer on web

    6 Topics

    50 mins

  • Learn the processes involved in creating a new action in a business operations environment and propagate the changes to the production environment. Di...

Launching a new offer

  • Challenge

    Launching a new offer

    7 Tasks

    30 mins

  • U+ Bank is cross-selling on the web by showing various credit cards to its customers. However, an increase in interest rates has caused an economic...

Updating existing actions

  • Module

    Updating existing actions

    2 Topics

    15 mins

  • Pega 1:1 Operations Manager currently supports three types of change requests. Choosing the right change request category initiates the appropriate...

Updating existing actions

  • Challenge

    Updating existing actions

    8 Tasks

    30 mins

  • U+ Bank is cross-selling on the web by showing various credit cards to its customers. To serve its loyal customers better, the bank decides to...

Updating existing actions in bulk

  • Challenge

    Updating existing actions in bulk

    7 Tasks

    25 mins

  • U+ Bank is cross-selling on the web by showing various credit cards to its customers. To serve its loyal customers better, the business decided to...

Implementing a business change using Revision Management

  • Module

    Implementing a business change using Revision Management

    2 Topics

    20 mins

  • Business requirements change rapidly and typically have a different release cycle than the enterprise release cycle.

    Change request types in the 1:1...

Adding a group-level engagement policy

  • Challenge

    Adding a group-level engagement policy

    10 Tasks

    30 mins

  • U+ Bank cross-sells on the web by presenting various credit card offers to their customers. The business intends to include an additional suitability...

Implementing a fast-release revision

  • Module

    Implementing a fast-release revision

    1 Topic

    10 mins

  • Learn how to efficiently implement and deploy critical and emergency business changes by using the CDH fast release functionality.

Implementing a fast-release change request

  • Challenge

    Implementing a fast-release change request

    6 Tasks

    20 mins

  • U+ Bank is cross-selling on the web by showing various credit cards to its customers.

    The bank introduced a new offer that promises 0% APR and no...

Implementing outbound communication in BOE

  • Module

    Implementing outbound communication in BOE

    2 Topics

    20 mins

  • Discover how to implement outbound customer engagement in a Business Operations Environment (BOE) and deploy necessary changes to production. Explore...

mission badge: Business Agility in 1:1 Customer Engagement

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