Managed Services Partner Success
Case Studies

Major Coupon/Incentives Publisher Outsources DMP and Data Science to iSOCRATES

Case Type: Managed Services Platforms (MSP)

Partner Type: Top 10 publicly-held, global multi-platform media company, North American division.

Challenge: Hands-on data and analytics staff augmentation and execution to support growth of digital revenue in a sustainable, cost-effective fashion.

Solution: Selected appropriate platform technology, negotiated advantageous terms, implemented system and provide multi-year maintenance of DMP to allow the partner to develop proprietary and partner-led shopper data-driven programmatic and non-programmatic digital media products and capabilities.

Approach: iSOCRATES provided project management for partner’s Salesforce Audience Studio (formerly known as Salesforce DMP) including their app's data analysis, taxonomization and setup for ingestion to Salesforce Audience Studio. The approach used was to transfer client-partner segments to multiple DSPs, ESPs and other Delivery Partners via the Salesforce Audience Studio, onboarding partners including LiveRamp, Neustar, and/or any other delivery method, available in platform, required or preferred by the delivery partner and to optimize delivery partner audiences for campaign impression delivery and to meet campaign goals. Additionally, iSOCRATES fully activated and optimized the Salesforce Audience Studio for the partner.

Results: With the support of the iSOCRATES Data & Analytics team, partner is now leveraging the platform with over 5,000 custom segments to develop a unified ID that merges anonymous and personally identifiable identities that can then be used to establish a single view of the customer across multiple channels.

The partner is on track to grow the business from $30M a few years ago at the beginning of the relationship to over $100M over the next five years.

Leading Publisher Selects End-to-End Managed Services

Partner Type: A leading publicly-traded U.S. omnichannel consumer publisher engaged iSOCRATES to manage all Monetization and Ad Operations services.

Challenge: While managing dramatic growth through acquisition, the partner faced the challenge of connecting and managing an increasingly broad set of monetization and ad operation systems with inadequate staff and technology.

Solution: After hearing of iSOCRATES’ Managed Service Platform, the partner engaged iSOCRATES to migrate all operations to a unified DFP / DSP / DMP / SSP platform as well as provide guidance for yield management, billing, reconciliation accounting, collection, and remittance. The iSOCRATES team also established and manages a Private Marketplace (PMP) for publisher and has curated 18+ programmatic demand partnerships for this marketplace.

iSOCRATES provides 100% desktop and mobile ad inventory fill via direct and indirect demand supported by a dedicated Account Manager, ad operations and trafficking. Full reporting and analytics services are provided via DatalyticsTM, iSOCRATES’s own cloud-based comprehensive unified Data, Analytics and Reporting Suite with on-demand dashboards, scorecards and alerts.

Results: After the initial 30-day set-up period, the publisher consistently achieved eCPMs 20% higher than peak historical levels and fill rates that are 5% higher than ever achieved. The publisher also reduced its non-editorial digital media operating costs by 38%. The net impact thus far is a 13% overall increase in the profitability of the publisher’s digital media business.

Leading Email and CRM Agency Joint Ventures with iSOCRATES To Create Value Added Media Trading Desk

Case Type: Joint venture to leverage unique data management capabilities of iSOCRATES’ team of traders and DMP staffed by expert data managers and data scientists.

Partner Type: Global consumer data and tech-based multichannel agency

Challenge: Dissatisfied with legacy internal efforts to provide conventional media trading solutions for its partners, senior leadership engaged iSOCRATES to deliver enhanced data-driven media trading solutions staffed by deeply experienced programmatic planners and traders.

Solution: Form a Joint Venture with iSOCRATES to gain the necessary expertise, technologies, and unique transactional processes to improve media trading performance, reporting and analytics, and partner service.

Approach: iSOCRATES linked the partner’s API-based systems into our multiple DSP / SSP seat configuration integrated with our iSOCRATES customized Salesforce Audience Studio (formerly known as Salesforce DMP) populated with over 5,000 proprietary audience targeting segments. Created and documented JV pre-pitch sales and marketing training and partner-facing materials. Developed customized Media Strategy / Media Planning and new Reporting and Analytics processes for the JV management team and partners.

Results: Consistently exceeds partner campaign goals with timely reporting while delivering above average profit margins. Generates detailed display and omnichannel proposals for many major prospects and partners resulting in millions in new partner revenue.

Major MarTech Provider Selects iSOCRATES for Media Trading Desk and DMP-as-a-Service Managed Service Platform

Case Type: Joint venture to leverage data management capabilities of iSOCRATES team of traders and DMP expert data scientists and related staff.

Partner Type: Global independent CRM and E-mail technology and marketing services provider

Challenge: Sophisticated marketing services firm with Global 2000 clientele sought domain expert partner capable of providing comprehensive, competitive white label programmatic data-driven media services.

Solution: iSOCRATES provides the partner with transparent Demand-Side and Supply-Side Managed Service including end-to-end media planning and execution of display trades on a forward or at-expiration basis buying and selling single or omnichannel programmatic and non-programmatic US and international advertising inventory.

iSOCRATES provides the partner and their partners on a white-label basis comprehensive audience data and analytics services including Data Management Platform support and custom modeling.

iSOCRATES also provides pre-sales marketing support, ad trafficking and serving, and continuous campaign reporting and analytics. The partner provides specific brand and direct response marketer demand in the form of insertion orders while ISOCRATES provides all needed expertise, technology, personnel and reporting on a favorable cost basis.

Approach: iSOCRATES linked the partner’s API-based systems into our multiple DSP / SSP seat configuration integrated with our iSOCRATES customized Salesforce Audience Studio (formerly known as Salesforce DMP) populated with over 5,000 proprietary audience targeting segments. Created and documented JV pre-pitch sales and marketing training and partner-facing materials. Developed customized Media Strategy / Media Planning and new Reporting and Analytics processes for the JV management team and partners.

Results: Consistently exceeds partner campaign goals with timely reporting while delivering above average profit margins. Generates detailed display and omnichannel proposals for many major prospects and partners resulting in millions in new partner revenue.

Premium Publisher Outsources Monetization and Ad Operations, Doubles Revenue First Year

Case Type: Managed Service Platform with monetization revenue share

Partner Type: Leading Astrology publisher with 1.2M monthly unique visitors and an average of 40 million ad impressions per month, before becoming a customer of iSOCRATES’s Managed Service Platform.

Challenge: For over ten years, one experienced ad sales executive and a part-time ad operations person sold 40% to 50% of available Display ad impressions each month at CPMs of $0.40 – $0.80. Revenue was flat for years.

Solution: In June 2016, the CEO and Publisher ordered iSOCRATES’s Managed Service Platform, retaining the iSOCRATES team to manage all ad operations, including programmatic and non-programmatic monetization.

Approach: iSOCRATES assigned to a small, dedicated yield management, ad operations, and analytics support team responsibility for establishing a coherent and scaleable strategy and workplan to improve the quality of advertisers and their creative, ad inventory, eCPMs, rCPMs, fill rates, and overall net revenue. Starting with a series of technology platform and business partner choices, the iSOCRATES team systematically built and continuously optimizes all aspects of the tech stack, supply and demand, and various partnerships.

Results: Revenue improved by 2x within four months. The business grew up 23% in the following year and even more subsequently and presently.

Digital Publisher Increases Revenue 30+% with iSOCRATES

Case Type: Auditing of existing and potential monetization partners, develop monetization plan, identify and manage new monetization solution(s) for Publisher

Partner Type: Category-leading digital publisher

Challenge: How to increase digital revenue for a publisher with current monetization partners in place without diminishing the user experience or increasing the ad load.

Solution: iSOCRATES Managed Services' end-to-end publisher monetization strategy development, execution and ongoing management to achieve partner objectives.

Approach: iSOCRATES provided the partner with the following:

  • Performed an audit of current monetization partners, to identify low performing sources.
  • Researched alternatives to the client’s current monetization partners, taking into account advertising types, page load requirements and size of advertisements.
  • iSOCRATES recommended multiple vendors to test within existing ad stack and new external ad placements.
  • A+B tested the new monetization solutions against each other and the current monetization solution.
  • Provided daily reports for the A+B test, making sure to include revenue, user interaction and page speed metrics.
  • After a 30-day test iSOCRATES presented the monetization solution best suited to increase revenue without impacting user experience.
  • Implemented the new monetization solution across the entire network.
  • iSOCRATES acts as the point of contact for the new monetization solution, handling all upgrades, new technology and payments.
  • Continue to provide partner with up to date reporting, including monthly meetings on the status of the current solutions and forecasts for the coming months. Suggest changes or optimizations as required.

Results: Partner saw a 30+% uplift in revenue with new monetization solution with iSOCRATES management.

“iSOCRATES has been an important partner to me for many years” - Susan Miller (Founder, astrologyzone.com)

Multi-Platform Publisher Grows Revenue 20% While Enhancing User Experience With Video Tech

Partner Type: B2B Multi-Property Publishing company

Challenge: iSOCRATES partner requested new web-monetization solutions to improve sales offerings and increase monthly ad revenue.

Approach: iSOCRATES completed audit of Client-partner’s inventory to identify monetization opportunities for the Publisher. iSOCRATES experts presented audit findings and recommendation to integrate in-banner video for existing inventory and provided plan to operationalize the solution for sales. Go-to market deliverables executed on behalf of partner included:

  • Built out a custom video tag, which seamlessly integrated video ads from the partner’s advertisers.
  • Completed testing on the partner’s site(s) to ensure delivery had minimal impact on the site’s ad times.
  • Prepared template line items within tag manager allowing for easy application for new advertisers.
  • Prepped for ongoing management of all video ad units for partner.
  • Provided initial avails forecast for new unit allowing the partner to presell impressions based on historical and relevant traffic data.

Solution: Activate in-banner video solution leveraging existing inventory across partner’s B2B websites.

Results: Partner is now able to demand 20% higher CPMs from their advertising partners resulting in increased inventory fill-rates, average CPMs and rCPMs, and overall revenue.

Publisher Services Agency Uses iSOCRATES Datalytics to Create Multi-Property Reporting

Case Type: Custom engineering of an existing SaaS visualization and unified reporting service

Partner Type: Agency supporting many different publishers’ ad inventory monetization, yield and data needs

Challenge: Convert a legacy reporting platform into a new partner-facing DFP Reporting System to create new digital revenue streams in economically responsible ways that meaningfully increase the growth of digital revenue in a sustainable fashion.

Solution: Review and adopt the existing DFP Reporting System then build, support, maintain, and document the new DFP Reporting System.

Approach: Began by identifying, investigating, documenting, and managing all current functionalities, including: system architecture, Drupal framework and integration, solution code management and security, system modules and APIs, data collection, storage, schema, analysis, queries, and report generation, data QA, maintenance and management processes, report generation architecture, email system architecture, generation, scheduling and delivery, UI architecture, UI functioning training, use and management guide.

New product functionality includes, but is not limited to: UI, architecture, data systems, APIs, reports, and security.

Results: The iSOCRATES team successfully completed the full Knowledge Transfer from the in-house technology team. This allowed the Partner’s technology team to take on a number of new higher value initiatives while have reliable access to and maintenance of on ongoing SaaS visualization and unified reporting service. Additionally, iSOCRATES set up and maintains data storage in the database with relations by using mysql schema for the partner to ensure the database is constantly monitored and updated. By leveraging detailed technical documentation authored by the iSOCRATES team consistent on-going QA is accurately conducted for the partner on a regular schedule.

Digital Publisher Leverages Speed-to-Insight to Improve Revenue 21%

Case Type: MSP Solution: DatalyticsTM

Partner Type: Publisher

Challenge: A leading ad-supported consumer digital publisher with many demand partners and a complex tech stack needed a way to unify its disparate data, create up-to-the-minute reporting and alerts, and focus on granular revenue, content and audience insights.

Solution: The publisher selected iSOCRATES Datalytics for Publishers Standard Version initially, then upgraded to Gold Version to add expanded capabilities and access.

Approach: The iSOCRATES Datalytics team went to work integrating data feeds(APIs and others) including: website analytics, direct sales, header bidder, PMP Deal IDs, SSPs, and its DMP. Then, the team designed and built custom dashboards, scorecards, and alerts to meet the client-partner’s specific needs. Finally, the team worked to optimize the system for the various stakeholders and help them to make Datalytics an integral 24/7/365 part of their work.

Results: The primary goal: realizing better monetization, and the secondary goal: creating an easier, faster way to gain control over data. After less than three months using Datalytics, this premium publisher has realized a 21% revenue increase, on the back of increases in impressions, fill rate, eCPM, and rCPM.

"That we could experience this kind of revenue increase with such a mature website, a 3x ROI in less than a year, and overall improved understanding and simplification of our systems is just amazing. Way to go iSOCRATES."— General Manager, AZ

Publisher In-House Agency Uses iSOCRATES Datalytics to Manage both AdTech and MarTech Assets

Case Type: MSP Solution: DatalyticsTM

Partner Type: Agency

Challenge: A leading publisher in-house agency with many non-owned and operated supply and demand partners and a complex tech stack needed a way to unify its disparate data, create up-to-the-minute reporting and alerts, and focus on granular revenue, profit and audience insights.

Solution: The agency selected iSOCRATES Datalytics for Agencies Standard Version initially, then upgraded to Gold Version to add expanded capabilities and access.

Approach: The iSOCRATES Datalytics team integrated API and other data feeds including: LiveRamp, Neustar, Salesforce Data Studio (DMP), multiple DSPs, ESPs, and social media platforms. The team designed and built custom dashboards, scorecards, and alerts to meet the client-partner’s specific needs then optimized the system for the various stakeholders.

Results: The primary goal: realizing improved performance and coordination across client MarTech and AdTech campaigns, and the secondary goal: creating an easier, faster way to gain granular control over very disparate data. After six months using Datalytics, this in-house omnichannel publisher agency has realized dramatic improvements in campaign scale, client service, data analysis, and insight-to-action.

"Years in development and testing, iSOCRATES has created a state-of-the-art business intelligence system in Datalytics perfect for their managing both our data assets and our multi-channel MAdTEch(MarTech and AdTech) trading desk."— SVP/General Manager

Marketer Uses iSOCRATES Datalytics to Optimize Marketing and Media Mix for Higher ROAS and Lower Customer Acquisition Costs

Case Type: MSP Solution: DatalyticsTM

Partner Type: Marketer

Challenge: A global B2B marketer with diverse media and marketing channels needed to create a unified view of its prospecting, current customer and win-back activities.

Solution: The marketer selected iSOCRATES Datalytics for Marketers Standard Version initially, then upgraded to Gold Version to add expanded capabilities and access.

Approach: The iSOCRATES Datalytics team integrated data feeds(APIs and others) including: Google Analytics, Salesforce Lightning, Salesforce Pardot, Xandr, and LinkedIN. The team then designed and built custom dashboards, scorecards, and alerts to meet the client-partner’s specific needs. Datalytics is now optimized for all the marketer’s stakeholders and is an integral 24/7/365 part of their processes.

Results: In less than three months using Datalytics as its sales and marketing “control room”, this Client-partner generated a 100% ROI on its investment in the platform. This marketer gained critical insights into the effectiveness and efficiency of its various outbound and inbound efforts while ending the tyranny of spreadsheets, numerous account log-ins, and hours of weekly data analysis.

"iSOCRATES Datalytics has given us a cost-effective and timely single view to our customers and prospects. Knowing what is and is not working in customer acquisition/activation/win-back, where, when, how, and with whom in our corporate sales and marketing has made all the difference for us. Especially in helping us focus our marketing resources where they can give us the best ROI." — CEO, Marketer

CPG Display Campaign Exceeds Performance KPIs by 40+%

Case Type: Develop campaign plan against defined KPIs, execute launch activities, measure performance and optimize to achieve partner objectives

Partner Type: Global CPG marketer with cosmetics, hair and skin care, sun protection and allergy product lines.

Challenge: Generate awareness among Canadians of Company's allergy products during summer allergy season and drive consumers to Company's website to educate them on product offerings and related benefits.

Solution: iSOCRATES Managed Services' end-to-end development and ongoing management of Programmatic Display campaigns

Approach: iSOCRATES developed a programmatic display campaign to deliver on the Company's objectives and KPIs. The primary objective was to build campaign reach and awareness among English-speaking Canadians. Campaign click-through rate and display viewability goals were 0.17% and 40%, respectively.

The iSOCRATES Team's approach was to execute two campaign waves: 1) Drive, build target audience reach; and 2) Re-target consumers who had visited Company's website and continue optimizations from wave 1 learnings.

An additional strategy was to execute an A/B creative test to maximize campaign performance throughout waves 1 and 2. Three creatives were split evenly between people with general allergies, people with skin allergies, and people who are considered safety seekers.

Based on test results, iSOCRATES optimized the creative allocation and made other campaign adjustments to improve performance during the campaign.

Results: iSOCRATES' display strategies and campaign optimization efforts drove a highly successful campaign outcome for the marketer. The campaign exceeded its click-through KPI by 12+% and delivered significantly above the campaign's viewability target by 40+% for waves 1 and 2. The campaign also delivered upto 40% unique audience reach. iSOCRATES client-partner expects to renew the campaign and to apply learnings elsewhere.

50% Profit Margins for Major Broadcaster in 12+ DMAs via White-label iSOCRATES Sales Support and Execution Services

Case Type: Digital sales strategy, support and campaign execution for a multi-market sales organization

Partner Type: One of the world's leading premium multi-channel media networks

Challenge: Complement U.S. market affiliates' broadcast and owned and operated website sales efforts with Email and Display Retargeting solutions' strategy and execution to drive incremental sales revenue while providing end-to-end in-market sales force support.

Solution: iSOCRATES Managed Services' comprehensive sales support and ongoing campaign management for national and regional media companies.

Approach: iSOCRATES developed and executed a phased plan to onboard and reach 100% support coverage across all identified affiliate markets in the U.S. The onboarding plan included an iSOCRATES team support structure, personnel training on Partner’s business and process workflow, and a transition strategy to manage the initial execution volume.

The team structure developed for Partner was designed specifically against its business needs to maximize selling effectiveness of Email and Display Retargeting solutions and ensure execution quality. iSOCRATES deployed a mix of experts in Account Management, MarTech, AdTech, and Creative Services to provide Partner strategic consultation and campaign execution. Prior to launch, iSOCRATES held multiple training sessions for its internal teams to brief on the Partner's business, its goals and the process workflow that would govern execution of sold campaigns. The trainings covered a range of critical topics such as a review of campaign process map, contractual SLAs, campaign Key Performance Indicator expectations and quality assurance procedures.

iSOCRATES' launch strategy focused on starting with a small percentage of campaign volume initially that would increase to 100% over a pre-determined time period. The goal was to ensure both the Partner’s and iSOCRATES’ teams could trial the execution process, address any process issues in real-time and mitigate any quality risks.

Results: iSOCRATES' white-label sales support and execution services afforded Partner upto 50% profit margins on the managed solutions. iSOCRATES also efficiently and effectively completed its onboarding plan ramping to 100% of Partner's campaign volume within 30-days while maintaining quality. Partner continues to benefit from a turnkey, scalable support structure that drives recurring sales revenue across 12+ DMAs.

Email and Display Retargeting Increases Consultations 17+%

Case Type: Develop campaign plan against a defined cost-per-lead (CPL) goal, execute launch activities, measure performance and optimize to achieve partner objectives

Partner Type: Premier U.S. home window and door manufacturing company

Challenge: Deliver qualified leads during the Spring/Summer home improvement season to the company's local showrooms via an online or phone consultation sign-up

Solution: iSOCRATES Managed Services' end-to-end development and management of Email and Display Retargeting campaigns.

Approach: The iSOCRATES team facilitated an upfront Partner briefing session to review the market and confirm campaign objectives prior to media plan development. The primary target audience was Adult homeowners, aged 35-64 who have a home value of $200k+, been in their home 10+ years and have a HHI of $80,000+.

iSOCRATES developed media and messaging strategies and tactics against an established cost-per-lead (CPL) KPI. The recommended plan was to implement a Connected Email campaign -- Email and Display retargeting -- running monthly from May through mid-September.

The monthly flights started with a targeted Email deployment hitting mid-week prior to the weekend. The complementary Display retargeting activity started same-day and ran for one-week against the same target segment.

Campaign performance was tracked closely for each monthly flight to identify optimization opportunities. The iSOCRATES team identified and executed Email creative improvements and established conversion tracking mid-campaign to enhance performance measurement.

Results: The iSOCRATES plan for Email and Display retargeting heightened awareness of special offers and drove qualified customers to area-showrooms during the company's peak selling season. Combining Display Retargeting with Email helped drive higher open rates among the target audience by 17+% when comparing the initial email performance vs. deployments later in the campaign.

Email and Retargeting Drives Pub Subs Gains, Lowers CPA 89%

Case Type: Develop campaign plans against defined CPA goals, execute launch activities, measure performance and optimize to achieve partner objectives

Partner Type: Leading global digital and traditional subscription-based and ad-supported business publisher

Challenge: Consistently drive online and/or traditional print subscription acquisition against a defined cost-per acquisition (CPA) goal

Solution: iSOCRATES Managed Services' end-to-end development and ongoing management of Email and Email Retargeting campaigns

Approach: iSOCRATES evaluated the Partner's market and confirmed its business KPIs to develop a campaign recommendation including target profile, geographic considerations, budget, timing and messaging.

Based on the campaign objectives, iSOCRATES recommended an always-on, two-pronged effort using Email and Email Re-targeting to reach a target audience of high-income influencers living in major U.S. DMAs.

The re-targeting was executed by placing a tracking pixel within the Partner's subscription process to capture those who had started a transaction but did not convert immediately. Those individuals were then re-targeted via an Email during the same 30-day tracking period requesting that they return to take advantage of the special subscription offer. Users who received the initial email but did not subscribe would be sent a second, retargeted email which highlighted the limited-time savings.

The iSOCRATES team tracked campaign performance mid-flight and end-of each month to ensure achievement of the CPA goal. Post-campaign learnings were then leveraged to optimize future activity.

Results: iSOCRATES' Email program consistently met or exceeded Publisher's CPA goal on a monthly basis to help generate new subscriber revenue and grow their advertising rate base. CPA for those who received the second, retargeted email converted at a much higher conversion rate, allowing for an 89% lower CPA versus the same timeframe a year earlier.

Using Customer Purchase Data to Drive Store Sales 33%

Case Type: Extraction and analysis of email and CRM data to inform restaurant marketing campaigns designed to drive traffic to local stores

Client Type: Two separate restaurant chains with national exposure using Open Table for online reservations

Challenge: Uncover the best-performing email promotions to test in complementary paid media channels for overall ROI lift, customer retention, and upsell opportunities. Provide actionable audience segmentation analysis for clients.

Approach: Analyze marketing automation provider Fishbowl lists and audience lists captured from guests making online reservations (via Open Table) for best-performing email marketing promotions. Performance data was then compared to components of the email message(s) (i.e., subject lines in complementary paid media channels), to identify customer retention and upsell opportunities. Use audience information to create an additional set of prospects through look-a-like modeling. This allowed the team to find additional high-value customers.

Solution: Used audience segment analysis to identify performance impact on restaurant traffic as it pertained to each cross channel marketing campaign and promotion. Developed upsell opportunities across display, paid search and email marketing.

Results: The analysis of the customer loyalty data created the opportunity to increase overall sales by 33% during the first quarter in which this approach was deployed. This result inspired a more comprehensive media strategy across multiple channels. Among other insights, winning email subject lines were used to improve banner creative call-to-actions, resulting in higher engagement in paid media ads and overall greater marketing effectiveness.

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