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Mission

1:1 Customer Engagement Optimization

6 Modules

5 Challenges

3 hrs 30 mins

Visible to all users
Beginner Pega Customer Decision Hub 8.6 English

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.

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Available in the following mission:

Decisioning Consultant

Optimizing 1:1 customer engagement overview

  • Module

    Optimizing 1:1 customer engagement overview

    1 Topic

    15 mins

  • 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

  • Module

    Analyzing customer distribution using Pega Value Finder

    2 Topics

    20 mins

  • 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

  • Challenge

    Analyzing customer distribution using Pega Value Finder

    3 Tasks

    10 mins

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

    They want to run a value finder simulation to...

Testing engagement policy conditions using audience simulation

  • Module

    Testing engagement policy conditions using audience simulation

    2 Topics

    25 mins

  • 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

  • Challenge

    Testing engagement policy conditions using an audience simulation

    4 Tasks

    15 mins

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

    They want to run an audience simulation to check...

Analyzing the results of simulations using reports

  • Module

    Analyzing the results of simulations using reports

    2 Topics

    20 mins

  • 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

  • Challenge

    Analyzing results of a simulation using reports

    3 Tasks

    10 mins

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

    They would like to run a distribution test...

Detecting unwanted bias

  • Module

    Detecting unwanted bias

    2 Topics

    30 mins

  • 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

  • Challenge

    Detecting unwanted bias in engagement policy conditions

    7 Tasks

    15 mins

  • 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...

Analyzing the effect of business changes using Pega Scenario Planner

  • Module

    Analyzing the effect of business changes using Pega Scenario Planner

    2 Topics

    25 mins

  • 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

  • Challenge

    Analyzing simulation results using Scenario Planner

    4 Tasks

    5 mins

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

    The bank wants to boost two credit card actions by...

1:1 Customer Engagement Optimization

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