AlphaFMC

Domo + Snowflake Solution Demo

This document provides a comprehensive overview of a strategic process execution application. It guides you through various functionalities, including marketing intelligence, partner analysis, and agentic strategy implementation, allowing for dynamic interaction and data-driven decision-making.

Step 1

Conduct initial research on the account and develop a preliminary application framework. This will serve as a basis for iteration after the upcoming discovery call.

Step 2

Create an overview page that includes insights into both the top and bottom of the funnel. Focus on marketing intelligence for the top of the funnel and performance and retention for the bottom. Operate across different scenarios as initially structured.

Step 3

Decide on specific focus areas such as retaining at-risk customers, optimizing marketing strategies, or upselling existing accounts. When a focus is selected, notice that the various cohorts dynamically adjust. The breakdown includes expansion zones for top-performing partners and high-propensity prospects.

Step 4

Explore comprehensive and intuitive data on individual partners and prospects. Additional insights are available on the dashboard.

Step 5

Utilize a map to analyze existing partners and explore prospects. Transition to the marketing section for an intuitive experience.

Step 6

View high-level metrics such as high-propensity targets, active campaigns, and ROI. Top prospects are presented with a propensity-to-buy score, with an option to view all.

Step 7

Review various campaigns and their performance, alongside hero metrics for existing partners. Examine individual partner details.

Step 8

Switch metrics of focus between assets under management, inflows, and outflows, by partner or account. Analyze the Partner Efficiency Matrix for growth and engagement insights.

Step 9

Explore the agentic intelligence page, which focuses on agentic actions.

Step 10

Implement two types of agentic strategies. The first focuses on prospects with a tailored email campaign. The email incorporates various features and influential factors.

Step 11

Customize email tone and initiate the campaign. For existing partners, employ a multi-agent solution pattern supported by an architecture diagram.

Step 12

Access a high-level overview of the build process in Agent Catalyst. Detailed workflow steps include data ingestion, LLM analysis, and strategy generation. Confirm and execute the workflow.

Step 13

Monitor the dashboard as items are executed. Introduce a beta functionality for advanced capabilities.

Step 14

Use the scenario builder to create prospect marketing or partner distribution scenarios. Adjust parameters to predict outcomes, such as changes in paid search.

Step 15

Evaluate potential outcomes of engagement investments, adjusting percentages to forecast results.

Step 16

Utilize the solver to achieve revenue targets. Set constraints to focus on retention campaigns or engagement investments, then run the solver.

Step 17

Run simulations and analyze results. Compare current configuration with the recommended strategy and examine key area deltas.

Step 18

Save the scenario for preview. Initiate the scenario as an agentic solution.

Step 19

Deploy agents, such as a partnership agent and a spend optimization agent, on the outlined map. Initiate the process and observe the data pipeline in action.

Step 20

Leverage Snowflake for database architecture, using pushdown SQL. This setup mimics a relational database structure to support the application.

Step 21

After initial discovery, refine and iterate the solution to align with specific requirements.

Step 22

Prepare to showcase the refined solution when appropriate, building upon initial insights and developments.