Migrating from Unica campaign to Pega's Next-Best-Action paradigm

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Curator Assigned
Request to Publish No
Description Customer Decision Hub
Version as of 8.5
Application Customer Decision Hub
Capability/Industry Area Decisioning


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Introduction[edit][edit]

When a company moves from a traditional outbound campaign approach to a customer centric next best action approach, there needs to be a combination of migration and transformation. There is a strategic transformation and mindset shift to a truly customer centric approach. There is also the tactical migration and transformation of the existing campaigns into NBAs. Certain business logic and artefacts can be migrated as is. Others will need to be transformed or re-designed to align with both the concept of NBAs and specifically to the design pattern of NBA-Designer.

Pega has defined a methodology to support the Discover and Prepare phases of a delivery for an MLP that requires the migration of Unica Campaigns.

  • What is it: the Pega best practice processes to migrate and transform existing Unica Outbound Campaigns to Pega CDH.
  • What is it not: a way to lift and shift existing Unica Outbound Campaigns directly into CDH without any NBA transformation and best practices applied.
  • Who would use it: LDAs, LSAs and business consultants in the CDH delivery team (Pega, partner and client).
  • When would I use it: during all stages of the Pega Express methodology, but primarily during the Discover and Prepare stages.

Use case examples[edit]

Provide a business example to help users understand the objective.

Before you begin[edit]

Is it necessary to plan anything in advance, or are external steps using other tools required to achieve the goal? If any specific configuration procedures (how-tos) exist on Pega Community pages, you can link to those assets here by providing the URL.

Process/Steps to achieve objective[edit]

What do individuals need to know to achieve the outcome? What do individuals need to know to achieve the outcome? Enter the precise steps to guide the user to achieving the desired outcome. Remember to always state where in the software the user must perform an action, before giving the action.

If “How To…” documents exist for specific configuration procedures please link (using the url) to those assets on the community **

Results[edit]

What do you expect the user to see or be able to do after they complete this design pattern?