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SBOS Academy

Resources, reusable guides and best practice insights from the Sitecore Business Optimization Strategies team.

Gain strategic business value from Sitecore

The Sitecore Business Optimization Strategies team (or SBOS™ for short) is passionate about helping you gain strategic business value from the Sitecore® Experience Platform™. They work with you and your implementation partner to maximize your use of Sitecore XP so you can market in context of your customers’ current and past history of interaction with your brand. Deploying a mix of best practices from hundreds of implementations, deep knowledge of Sitecore XP, and years of experience working with customers and partners, SBOS helps you chart your digital maturity roadmap and strategy. Their work has informed the buffet of do-it-yourself guides and workbooks you’ll find here. Bookmark this page and return often to read new assets as they’re added.

Digital maturity assessment insights

*Results of the SBOS Customer Experience Maturity Assessment

don’t have a mobile strategy

of those who took our Customer Experience Maturity Assessment

are in the first stages

of digital customer experience maturity, marked by a basic website with email and social channels

aren’t using A/B testing

of those who took our Customer Experience Maturity Assessment

Where SBOS can take you

The Danone Nutricia Story

Danone Nutricia captured the attention of mothers and delivered outstanding results in the process.

See how

The SBOS DIY curriculum


The definitive guide to context marketing

Get ready to roll up your sleeves with this step-by-step, practical workbook on how to use Sitecore XP for marketing in context. From assessing your marketing maturity to analyzing results, you’ll learn how straightforward context marketing can be.

Sharpen your pencil

Gaining the board’s approval

Learn how to make the case to your company’s board that engaging customers in context of their interaction history will deliver long-term strategic business value.

Make the case

How to build a customer-centric marketing team

To reap the rewards of delivering experiences based on customer context, you’ll need to set up a customer-focused team. Familiarize yourself with the roles, responsibilities, and organizational structures that are most effective for owning the customer experience.

Download now

How to create a custom report in Sitecore 8.2

A step-by-step guide to enable developers and marketers to create custom reports in Sitecore 8.2

Read the step-by-step guide

How Engagement Value helps you measure digital marketing success

Learn how to measure meaningful customer interactions with the Engagement Value Scale. Understand how to rank business goals and optimize your marketing efforts—with a focus on quality, not quantity.

Get the Digital Analytics toolkit

Context marketing organization and governance

Use the approach appropriate for your organization’s marketing team configuration, company structure, and maturity to successfully manage and scale the context marketing process.

Learn how
The Context Marketing Technologist white paper

The Context Marketing Technologist: A key role for your team

Maximize the business impact and speed of execution with your Sitecore Experience Platform solution with a Content Marketing Technologist. Get practical insights on how this role can catalyze your context marketing and what qualifications we recommend for this function.

Get the whitepaper
Experience Architect white paper

The Experience Architect: Optimize mature customer experience organizations

Having established the first stages of the Sitecore customer experience maturity model, learn how the Experience Architect role can enable your marketing organization to optimize cross-channel experiences for top segments and accelerate your data-driven context marketing efforts.

Get the whitepaper
Creating a roadmap for customer experience excellence

Create your roadmap to customer experience excellence

Follow a clear step-by-step framework to understand your organization’s current state of customer experience maturity, where to progress next, and how to get there with the SBOS Customer Experience Maturity Roadmap white paper.

Get the white paper

How to market in context with Sitecore XP

Context marketing in action at Danone

An early participant in the SBOS Xccelerate program, Danone Nutricia has delivered contextual experiences on everything from a website to a vending machine. Discover their context marketing story.

How to personalize your website to boost conversions

Data and application silos, fractured organizations, and brand-centric thinking deter personalization for many brands. Start thinking about it differently with our nine-step process for delivering contextual experiences.

Ten personalization tactics

It’s not as hard as you might think. Grab these low-hanging approaches to context marketing with Sitecore XP.

How to map your content to customer journeys

Learn how to prioritize your top segments, create experience maps, and align your content to customer journeys that drive business impact.