Keywords: #PosteItaliane #Digital transformation #Communications #Strategy #CRM #Customer retention #KPIs
Category
Digital Transformation
Outcome
Strategy - CRM
Duration
Oct - Dec 2018
Work
Team
Poste Italiane store - front image (2018)

Brief

Poste Italiane s.p.a. as as part of the Gruppo Poste Italiane offers postal services along with integrated communication, postal savings products, logistics and financial services throughout Italy. While more and more services are getting digitalised, a CRM strategy and a tangible roadmap should be developed to assist the transformation of the PosteItaliane from a traditional mail and mobile services operator to a digital one-stop-shop solutions online provider.

Methodology

Research & Analysis of the Poste Italiane company and its existing PosteMobile strategy were conducted.  Problems and opportunities were revealed towards the definition of a new strategy and development of a concept and its implementation plans.

Methodology illustration | Discover-Define-Develop-Deliver

Discovery

Research --> Analysis --> Insights

Poste Italiane Vision (As-Is)Poste Italiane Strategy (As-Is)Poste Italiane Strategy (As-Is) (2)Service Blueprint (as-is)

The Service Blueprint illustrates a gap (highlighted in yellow area) in the process of transforming current PosteMobile to PostePay users. Re-evaluating customers’ and organisation’s expectations has been essential to close this gap.

Issues to address

Definition

Defining the strategic goals of the Poste Italiane and its potential early adopters of the new service offerings, was essential in order to develop a new CRM strategy and assist the smooth digital transformation of the Italian mail/ mobile operator.

Strategic goals (to-be)WHO are the early adoptersWHY - outside-in strategy

Poste Italiane applied till now an inside>out strategy. Despite the fact that the Italian post/mobile provider aimed to digitalise its services and provide online accomplishment of its customers transactions, they did not assured in first place the internet access for everyone. Also, they did not redesign the touchpoints used by their target customers to allow easy reach  and seamless interaction (e.g. problems with Sales and Service of PM Sim Card, Expensive/Smart phone devices, Physical stores for the execution of tasks provided through digital services). Poste Italiane has to implement the digital transformation thinking outside > in as customers experience and not the opposite.

Development

The new strategy plan for Poste Italiane is focusing on customer retention and loyalty through the provision of personalised experiences, to facilitate the cross-up selling of the PostePay service offerings.

To develop a CRM digital strategy, it is essential to understand in depth the users of the system, meaning the customers as well as the employees of PosteItaliane. Utilising capabilities of the existing CRM system and other sources (market competition, social media, reviews), we were able to identify what the current customers of PostItaliane  need.  Also, we identified which employees should assist customers to satisfy these needs. Upon this, we developed a use-case scenario based on the newly introduced Freestyle monthly plans and the PostePoints rewarding system.

Personas - Employees & CustomersCustomer Journey (to-be)The new FREESTYLE concept for Poste ItalianeHow FREESTYLE worksFREESTYLE features - User interfaces

Delivery

After developing the new strategy for Poste Italiane, we created a marketing campaign plan. Moreover, we identified the capabilities and entities involved in the different processes and mapped their relationships.

Marketing campaign

The proposed marketing strategy focuses on cross & up selling and targets young and tech savvy individuals that already use the poste mobile services. The suggested plan & tools for gathering insights will allow Poste Italiane have a better understanding of its customers’ preferences and identify behavioural patterns that will assist the Italian provider increase its customer base.

New Marketing campaign - descriptionCampaign structure - description Awareness>Consideration>Conversion
Business processes

Significant part of the CRM strategy, is the development of order creation maps (see SALES example) to assist understanding of the different tasks to be performed.

Identification of entities and map of the relationships created in between them helped to share business responsibilities.

To drive implementation, we prioritised opportunities based on the customer-business value & related these to a set of KPIs.

SALES order creation to redeem points from PostePay AppEntities-Relationships diagramKPIs (Customer & CSR)

My role | What I have learnt

Lessons learned

Developing a project in collaboration with an industrial partner such as Deloitte Digital was a fruitful experience. 'Learning by doing' in an educational context, turns to 'learn in practice' by developing services with measurable value for both businesses and their customers.

Digital transformation takes time and a systemic approach is needed in all levels - inside and outside of the organisations. Inside-out strategy cannot be the only solution, especially in big and rigid organisations that provide B2C services.

My role

I took part in all the stages of the research, analysis and development of the new digital strategy for Poste Italiane. More specifically, I conducted secondary online research about Poste Italiane products, digital channels and their overall online presence to identify their existing strategy as well as reveal their customers needs and issues they confront. Along with another collegue we co-developed the Strategy TO-BE and upon setting our strategic goals, I proposed the Freelance & share-and-earn concept to satisfy these goals. I also developed  the business part, related to the collection of information and map of the order of processes & E-R diagrams and suggested specific KPIs to measure performance.

My deliveries

Vision
Findings - Issues
Strategy to-be
Service offerings
Freestyle concept- how it works
Marketing campaign structure
Map & report of business entities - capabilities
Order creation diagram
E-R diagram
KPIs

© 2025 Heidi Gargareta