運岦資料探勘技術探討行銷推廣模型之研究 层层层层家庭...

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運資料探勘技術探討行銷推廣模型之研究 資料探勘技術探討行銷推廣模型之研究 資料探勘技術探討行銷推廣模型之研究 資料探勘技術探討行銷推廣模型之研究 -家庭 家庭 家庭 家庭清潔品為例 清潔品為例 清潔品為例 清潔品為例 吳泰熙 國臺大學業管理學系教授 [email protected] 國臺大學業管理學系研究 [email protected] 研究利個案公,透過網路銷售的易與會員資料,近購買、購買頻率、購買金額及顧客關 係長度等個變數,透過分析層級程序法,利團體決策法決定上述個購買行為變數之權重,後依據權後 的顧客購買行為變數來衡量顧客終身價值。時利此個變數作為顧客分群的依據,集群分析成的將顧客分 為「新進客」、「淺嘗即客」、「潛力客」、「預警客」、「黏著客」及「忠誠客」等六群顧客群。 接著透過關聯法則Apriori演算法,分別找集群顧客購物籃的關聯規則,終透過規則的適篩選,及 領域知識的探討,訂集群客製化叉銷售的行銷策略,供個案公管理階層擬定行銷決策之建議。 關鍵詞 關鍵詞 關鍵詞 關鍵詞:資料探勘 資料探勘 資料探勘 資料探勘,分析層級程序法 分析層級程序法 分析層級程序法 分析層級程序法,顧客終身價值 顧客終身價值 顧客終身價值 顧客終身價值。 Keywords: Data MiningAHPCLV 1. 緒論 緒論 緒論 緒論 面對競爭的環境,業何有限的資源條下,利顧客歷易資料,透過資料探勘(Data Mining)技術 找潛藏的規則和顧客互動與溝通、保持良關係、建穩定的易模式,協助其保有競爭力,是欲探討的議 題。將針對此議題的研究背說明,將研究的動機述,進而研究的的與流程。 1.1 研究背 研究背 研究背 研究背 根據模範研究顧問公(world panel, 2012)的調查,灣家庭清潔品的整體使量近三年呈現持 趨勢(見圖 1-1-灣家庭清潔品整體使量)。整體需求量升的情況下,競爭相對更激烈,現 有廠商為了讓新進者不易進入此產業及維持其競爭優勢,紛紛採取成領導事業策略(Cost Leadership Business Strategy),藉造成為基準的進入障礙,來降低新進入者的威脅。於是,低價定位策略的家庭清潔品 於整個家庭清潔品。 個案公三年前進入家庭清潔品,天然、無毒為訴求,滿足部消費者對於與洗淨力兼具的 需求,驅動了家庭清潔品中,天然商品版圖的成長。面對激烈的競爭,除了新產品的發展,更應注重顧客 關係管理(Customer Relationship Management)。原有二:一是 Kotler 1994)的消費者行為模式指消費者行為 是認知進而情感而發行為,此和消費者深入的溝通升顧客對於天然、無毒清潔品的涉入程度。二是 天然商品成偏高的現況下,相較一般化低價的商品,使的消費者仍佔少數。此,何有效的和消費者 及顧客溝通、互動,進行促銷客製化,供價值的滿足需求,將是個案公重要的工作之一。 於電腦資訊科技的發展,軟、硬體技術、設的升,業持續累積大量的顧客易資料,但若無法有效 運,則與資料垃圾並無兩樣。此,何利這些資料成為有的資訊已成為一重大課題。藉資料探勘技術的 運,商業慧(Business Intelligence)的觀念從 90 年開始發展(尹相志,2010),經資料探勘技術,從大量 的資料中,透過統計相關的演算法,找潛藏的規則與有的資訊,上領域知識的投入,轉化形成商業的慧,

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  • -

    [email protected]

    [email protected]

    Apriori

    Keywords: Data MiningAHPCLV

    1.

    Data Mining

    1.1

    world panel, 2012

    1-1-

    Cost Leadership Business

    Strategy

    Customer Relationship Management Kotler1994

    Business Intelligence 90 2010

  • Fayyad, 1996

    2003

    209224 223

    0

    50

    100

    150

    200

    250

    2009 2010 2011

    1-1-

    World panel

    1.2

    2007

    1.3

    Recency, R

    Frequency, FMonetary, MLength, L

    Analytic Hierarchy Process, AHPRFML

    Cluster AnalysisAssociation Rules

    Domain Know-how

    1.RFML

    2.Cross Selling

    3.

    1.4

  • 2.

    2.1

    Stone, Woodcock, and

    Wilson, 1996; Athaide, Meyers, and Wilemon, 1996; Nan-Hong Lin, Hsin-Ting Ho, 2008

    Nan-Hong Lin, Hsin-Ting Ho, 2008Swift2001

    2.2

    Berger and Nasr1998

    RFM

    RFM

    2.2.1.RFM

    RFMKaymak2001RFM

    Hughes and Arthur1994RFMR

    FM

    2.2.2.RFM

    RFMRFM

    Stone1995RFM

    2.2.3.RFML

    2003LRFMLRFM

    RFMReinartz and Kumar2000RFML

    2003

    Stone1995RFMRFMLRFML

    2-1

    Stone1995RFM

    RFML

    RFML

  • 2-1RFML

    R

    F

    M

    L

    2.3

    RFML

    Analytic Hierarchy Process, AHPAHP

    RFML

    2.3.1.

    AHP1971Saaty

    1989

    2.3.2.AHP

    135792468

    2-2

    2-2 AHP

    1

    Equal Importance

    3

    Weak Importance

    5

    Essential Importance

    7

    Very Strong Importance

    9

    Absolute Importance

    2,4,6,8

    Intermediate values

    :1989

  • 2.3.3.AHP

    AHP

    A.

    B.

    C. 19

    D. A1A2A3An

    E. AHP

    Saaty

    2.3.4.AHP

    AHPRFML2-1

    RFMLAHP

    RFML

    RFML

    R F M L

    2-12004

    2.3.5.

    xx

    ?

    2.4

    Witten and Frank, 2005

    Grupe and Owrang, 1995Cabena et

    al. 1997

    Berson et al., 2000

    2.4.1.

    Peacock1998Knowledge Discovery in Databases, KDDFayyad

    1996Model

  • 2.4.2.

    A. Classification

    B. Forecasting

    C. Clustering

    K-meansSelf-Organization Map, SOM

    D. Association Rule

    ?

    AprioriRough set

    E. Sequential Pattern

    A30~36

    3.

    3.1

    AHPRF

    ML

    AHP

    3-1

    A.

    B. AHPRFMLRFML

    C. RFMLSQL Server 2008

    D.

    E. Analysis Of Variance, ANOVA

  • 3-1

    3.2

    2008720118

    3831,988

    11

    ///12,0545,328

    5,3283-1

    3-1

    31,988

    5,328

    66

    142010Z

    ZZ

    Z=-/ 1

    AHP

    RFML

    ANOVA

    SQL

  • 3-2

    3-2

    No

    Sex 1 2

    Age

    Age_level

    1 30 2 31

    ~35 3 36 ~39

    4 40 ~45 5 46

    ZF

    ZM

    ZR

    ZL

    Area 1 2 3

    4 5

    Discount

    Infor

    1 2

    3 4

    5 6

    7

    Cato1

    1 2

    3 4

    5

    Prdct_no

    Prdct_name

    3.3 AHPRFML

    RFMLAHP

    A. RFML2-1

    B. 3-3

    C.

    D.

    Saaty

    CR0.1

  • E. wtdr=0.119wtdf=0.468

    wtdm=0.267wtdl=0.146

    F. RFMLRFML

    ...........................................2

    3.4

    3.4.1.

    A. E-M

    E-MExpectation MaximizationE-M

    K-means2010K-means

    E-M

    Gaussian Distribution

    B. Apriori

    2010AprioriPrior Statistics

    i.

    ii.

    iii.

    Apriori

    i. Item Set

    nn

    ii.

    Candidate Large Item Set

    22

    iii.

    iv. +1+1

    23

    v. +1

    vi.

    vii. Apriori

    3.4.2.

    SQL Server 2008

    A.

    SQL Server 2008E-M

    0.119 0.468 0.267 0.146CLV ZR ZF ZM ZL= + + +

  • B.

    SQL Server 2008Apriori

    i. Confidence

    AB

    ( )( )

    ( )P A B

    Confidence A BP A

    = .3

    A70B90AB50

    AB50/70=0.714SQL Server 2008

    0.40.4

    ii. Support

    ( )( )Support A B P A B = ............................................................4

    500AB500

    iii. ImportanceBB

    A10

    ( )P(B|A)

    Importance log( )P(B|not A)

    A B=> = .5

    BABA

    ABAB

    SQL Server 2008

    0.690.69

    iv. 3-2

  • 3-2

    4.

    RFML

    AHP

    4.1

    SQLServer2008

    CLVANOVAScheffe

    CLV

    RFML4-1

    4-1

    A.

    B.

    C.

    D.

    E.

    F.

  • 4-1

    4-1

    4.2

    SPSS4-2

    4.2.1.1,965$1,1541,154

    88.1%

    11.9%

    62%3967%39

    42%30

    18%2011

    4.2.2.1,550$1,2281,228

    89%63.5%31~4577%

    33.5%33.5%

    1 1,965

    2 1,550

    3 815

    4 535

    5 342

    6 121

    R

    L

    R

    F

    M

    L

    M

    81515501965

    F

    121342535

  • 4-2

    5,328 1,965 1,550 815 535 342 121

    2,490 1,154 1,228 2,448 5,275 6,083 18,193

    1,402 1,154 1,228 1,224 1,453 1,654 1,862

    13,267 2,267 1,903 1,995 2,821 2,080 2,201

    100.0% 17.1% 14.3% 15.0% 21.3% 15.7% 16.6%

    10.5% 11.9% 11.0% 8.5% 9.3% 7.6% 9.9% 89.5% 88.1% 89.0% 91.5% 90.7% 92.4% 90.1%

    63.6% 62.0% 63.5% 62.7% 65.6% 70.5% 66.9%

    15.4% 16.6% 15.4% 16.3% 12.5% 10.8% 14.9%

    17.5% 17.9% 17.7% 17.3% 18.3% 15.2% 13.2%

    2.8% 2.7% 3.0% 2.8% 2.4% 3.2% 2.5%

    0.8% 0.8% 0.5% 0.9% 1.1% 0.3% 2.5%

    30 11.0% 18.3% 8.1% 7.4% 3.9% 5.8% 1.7%

    31 ~35 26.9% 29.7% 27.0% 26.3% 24.5% 20.2% 13.2%

    36 ~39 22.5% 18.6% 24.1% 23.7% 26.5% 26.6% 29.8%

    40 ~45 24.1% 19.9% 25.9% 24.5% 28.2% 28.9% 31.4%

    46 15.5% 13.5% 14.8% 18.2% 16.8% 18.4% 24.0%

    22.1% 42.4% 5.9% 17.5% 11.6% 12.0% 5.8%

    22.7% 9.6% 33.5% 25.6% 29.9% 25.7% 36.4%

    0.1% 0.2% 0.1% 0.0% 0.0% 0.3% 0.0%

    26.2% 19.7% 33.5% 27.1% 26.9% 26.0% 28.1%

    12.0% 10.9% 11.5% 12.1% 13.5% 17.0% 13.2%

    8.5% 8.2% 7.8% 9.0% 9.7% 11.1% 7.4%

    8.4% 8.9% 7.7% 8.6% 8.4% 7.9% 9.1%

    42.0% 42.8% 31.8% 40.0% 41.3% 46.9% 48.2%

    18.2% 17.9% 20.1% 17.7% 19.3% 16.8% 16.9%

    16.1% 16.1% 18.8% 16.5% 16.5% 13.6% 15.6%

    14.2% 16.5% 15.1% 15.2% 13.4% 12.8% 12.6%

    9.5% 6.7% 14.2% 10.5% 9.6% 10.0% 6.6%

    4.2.3.815$2,4481,224

    291.5%62.7%31~4574.5%

    31~45

    52.8%17.5%

    4.2.4.535$5,2751,4533.6

    90.7%65.6%31~45

    79.3%

    4.2.5.342$6,0831,654

    3.792.4%70.5%

  • 31~4575.5%/

    4.2.6.121$18,1931,862

    9.890.1%66.9%36

    85.1%4624%36.4%

    /DM

    4.2.7.

    A.

    B.

    C.

    D.

    4.3

    4.3.1.

    A. 0.4

    B. 000.76

    C. Support

    7575

    D.

    i.

    ii.

    /

    129

    4-354-4

    4-3

    17 33

    25 12

    22 20

    129

  • 4-4

    -01 176 0.54 0.93 ()->()

    -02 167 0.53 0.92 ()->()

    -03 138 0.51 1.03 ()->()

    -04 137 0.51 1.10 ()->()

    -05 142 0.50 0.87 ()->()

    -01 98 0.59 0.93 ()()->()

    -02 151 0.59 0.98 ()->()

    -03 123 0.57 0.92 ()()->()

    -04 210 0.55 0.99 ()->()

    -05 107 0.54 0.89 ()()->()

    -01 76 0.61 0.93 ()()->()

    -02 103 0.60 1.65 ()->()

    -03 89 0.59 0.93 ()()->()

    -04 82 0.59 0.93 ()()->()

    -05 147 0.59 0.98 ()->()

    -01 102 0.77 0.92 ()()->()

    -02 92 0.74 0.90 ()()->()

    -03 91 0.73 0.89 ()()->()

    -04 88 0.73 0.89 ()()->()

    -05 80 0.72 0.88 ()()->()

    -01 171 0.67 1.05 ()->()

    -02 145 0.67 1.02 ()->()

    -03 132 0.60 0.96 ()->()

    -04 85 0.57 1.48 ()->()

    -05 148 0.57 0.95 ()->()

    -01 98 0.82 1.02 ()()->()

    -02 210 0.78 1.12 ()->()

    -03 79 0.76 0.96 ()()->()

    -04 123 0.76 0.98 ()()->()

    -05 83 0.74 0.96 ()()->()

    4.3.2.

    A.

    -01->()0.930.54

    1760.93

  • 54%176-01()()->

    ()1.020.8298()()

    1.0282%98

    B.

    5

    3

    5.

    RFMLRFML

    5.1

    5.1.1.

    A.

    i.

    ii.

    iii.

    iv.

    42%

    B.

    i.

    ii.

    iii.

    iv. 33.5%33.5%

    DM

  • C.

    i.

    ii.

    iii.

    iv. +

    D.

    i.

    ii.

    iii.

    iv.

    E.

    i.

    ii.

    iii.

    iv. .

    F. .

    i.

    ii.

    iii.

    iv.

    5.1.2.

    4-4

    5.1.3.

    A.

  • B.

    5.1.4.

    64%

    5.1.5.

    A.

    T

    B. 31.8%40%

    -03

    C. 353514.9%48%

    5.2

    A. RFML

    B.

    C.

    D.

    E.

  • 6.

    1. 2003

    2. 2002

    3. 2010SQLServer2008 Data Mining

    4. 2004 Data Mining SOM K-Mean

    11477-104

    5. AHP19892765~22

    6. World panel. (2012). http://www.tns-global.com.tw/market_sectors/Default.aspx2012

    7. Kotler, P. (1994). Marketing management-analysis, planning, implementation, and control, (8th Ed). Englewood

    Cliffs,: Pren-tice-Hall.

    8. Fayyad, U. M., Shapi, G. P., Smyth, P. & Uthursamy, R. (1996). Advances in Knowledge Discovery and Data Mining.

    Menlo Park, CA: AAAI Press/The MIT Press.

    9. Stone, M., Woodcock, N., and Wilson, M. (1996). Managing the Change from Marketing Planning to Customer

    Relationship Management, Long Range Planning, 29(5), 675-683.

    10. Athaide, G. A., Meyers, P. W., and Wilemon, D. L. (1996). Seller-Buyer Interactions During the Commercialization of

    Technological Process Innovations, The Journal of Product Innovation Management, 13(5), 406-421.

    11. Nan-Hong Lin,Hsin-Ting Ho (2009). The Study on Customer Value and Customer Relationship Management

    Performance: A Customer-Based Perspective from the Banking Industry in TaiwanJournal of Customer

    Satisfaction, 5(2), pp1-36.

    12. Swift, R. S. (2001). Accelerating Customer Relationships: Using CRM and Relationship Technologies, 25-26,

    Englewood Cliffs, NJ: Prentice-Hall.

    13. Berger,P.D.,and Nasr,N.I. (1998).Customer Lifetime ValueMarketing Models and Applications. Journal of

    interactive Marketing, 12, 17-29

    14. Kaymak, U. (2001). Fuzzy Target Selection Using RFM Variables, IFSA World Congress and 20th NAFIPS

    International Conference, 25-28.

    15. Hughes, Arthur M. (1994). Strategic Database Marketing. Chicago: Probus Publishing.

    16. Reinartz, W.J. and Kumar, V.(2000). On the Profitability of Long-Life Customer in a No contractual Setting: An

    Empirical Investigation and Implications for Marketing. Journal of Marketing, 64, 17-35.

    17. Stone,B. (1995). Successful Direct Marketing Methods. Lincolnwood. IL: NTC Business Books, 37-57.

    18. Witten, I. H. and Frank, E. (2005). Data Mining: Practical Machine Learning Tools and Techniques, 2nd ed., Elsevier,

    San Francisco.

    19. Grupe, F. H. and Owrang. (1995). M. H. Data Base Mining Discovering New Knowledge and Cooperative

    Advantage, Information System Management, 12(4), 26-31.

    20. Cabena, P., Hadjinian, P. O., Stadler, R., Verhees, J. & Zanasi, A.(1997). Discovering Data Mining From Concept to

    Implementation. New Jersey: Prentice-Hall, Inc., 41-59.

    21. Berson, A., Smith, S and Therling , K. ( 2000). Building Data Mining Application for CRM, McGraw-Hill, New

    York.

    22. Peacock, P. R.(1998). Data mining in marketing: Part1. Marketing Management, 6(4), 8-18.