getsmart automation services 111212 v4
TRANSCRIPT
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Automated Customer ExperienceSelf Service Solutions
Avaya Professional Services
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Speakers
• Mike Smith – APS Sales – Principal Consultant
• Judi Halperin – Global Speech Engineering Team Leader
• David Martin – NAR Automated Customer Experience Practice Leader
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Agenda
• Quick Start Solutions
• Depth of Services
• Success Stories
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4
What Keeps You Up at Night?
Older technologycan’t leverage
economies of scale,and can’t load
balance acrosssites
I need fa s t and ea s y acc
e s s
to i n fo r ma t io n a nd
e x pe r t i se
System
reliability
and uptime
ar e c r i t i c al t o our st r at egy and oper at i ons
Higher Cost s bec ause my sy st ems c an’t lev er age new er f eat ur es and f unc t ions
I’m constantlyunder pressure
to do more
with less
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Proactive Outreach for PaymentsSolution (POPS)
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Business Challenge
Challenge
• Many institutions, whose core business depends upon collecting structured payments from their customers for mortgages, credit cards, and major purchases like automobiles and other durablegoods, are facing increasing collection problems from financially stressed consumers.
Opportunity
• Lack of a proactive and automated collection strategy can result in 50% lower collection rates aswell as 23% higher cost (multiple Industry Sources).
• Most financial institutions facing increasing collection challenges as indicated by the 8%delinquency rate on US home mortgages (Mortgage bankers association).
• Companies must find alternative methods to more effectively manage the collections processwhile keeping customer service top of mind.
Solution
• Proactive Outreach for Payment Solution(POPS) provides multi-channelautomated outbound agent functionality to pre-empt and reduce delinquency byreaching out to customers early to remind them of an upcoming payment or their past due status.
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Multi-channel Contact StrategyUse cost effective communications - Use your current resources most effectively.
SMS Message: “Your payment is past due……. can pay through the web…..
…. can call in 0-800…” SMS
Orchestration Designer voice sample call flow
Calling for… Bob Jones. If you are… BobJones, press 1. Otherwise, press 2.
As a valued customer, I want to remind you
that your mortgage payment is a few days
late. A payment of $710.82 was due on
August 31st”
To ‘make a payment’, Press 1. For ‘payment
arrangements’, Press 2…
Phonecall
This ismortgagepaymentreminder
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POPS Orchestration Designer Application Functionality
Initial Live Call Handling
Answering Machine Handling
Authenticate (configurable)
– Caller Confirmation
– Security Question
– Knowledge Question
Call Reason
– Hear Payment Information
– Failed Promise-to-PayMessage
– Incentive (optional)
Main Menu
– Make a payment
– Promise to pay
– Transfer to a representative
Promise to Pay
Make a Payment
– ACH Payments
– Credit Card Payments
Wrap-Up
Best practices used in the design of theapplication
Configurable options
Real time processing of a payment to thecustomer’s account. Credit card or ACH(debit acct) through web services.
Transfer to a vdn.
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Call Back Assist
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The Downside of Putting Customers On Hold
When sent to a queue, customers are limitedto 2 choices – wait on hold or hang-up,leading to undesirable outcomes:
Customer irritation and loss of goodwill
Customer abandons the transaction andseeks a competitive alternative
Heard on Twitter…“Just crossed the 50 minute mark on hold with[company name]. Just out of spite I want to cancel.”
“About ready to cancel my [company name] service
and go to another provider. Been on hold with themfor 33min!!”
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What If There’s A Better Alternative?
Improve customer satisfaction and retention while lowering costs
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Extend Your Reach
Voice Web Mobile
Avaya Callback Assist delivers superior flexibility by letting customers
reach the contact center through their entry point of choice
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Improved User Experience in Self Service
Callback Functionality on a Mobile Device
13
TechnicalSupport
Typeof Issue
Description of Problem
Request aCallback
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Benefits: The Customer
The agent is “more helpful” … and in a better mood
I can get to other things instead of waiting on hold
I can schedule when I want to be contacted
I can request a call back from an agent from mySmartphone or while browsing the support page
When I can’t wait in queue any longer they call me back
The agent knows what I need by the time I get a call back
I have greater control on how to get support
© 2009 Avaya Inc. All rights reserved.
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Benefits: The Contact Center Manager
I can better balance my agents’ workload by offering
customers with a callback during peak hours
I can handle a spike in call volume with my existing staff
My agents’ morale has improved when they support fewer
unhappy customers who are stuck waiting on hold
My toll charges have decreased now that customers
don’t need to wait on hold
Shorter wait times and fewer abandoned calls now that
my customers have a call back option
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Imagine the Possibilities
Interactive(Assisted) Service
Proactive OutreachManager
MediaRouting
2nd chance atSelf Service
SMS, eMail, vMail
Video
(Kiosk, IVVR, Flash)
Intelligent Customer
Routing
Custom Applications
Advanced WaitTreatment
Call Back Assist
AgentCustomer
Avaya AuraExperience
Portal
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Avaya Global ServicesServices Continuum
" Self-ServiceOptimization
" Upgrades
" Modifications/
Enhancements
Manage
Plan/DesignImplement
Train
Cutover Support
Setting You Up For Success
" ASAP
" Assessments" VUI Design
" Development
" Testing
" Consulting
" Usability Testing
" Deployment
" Reporting
"Speech Tuning
Day 2Support
" Global coverage
" Support for Software
and Hardware
" Value-added,
Enhanced Support
Services
" Managed/Hosted
Avaya Professional Services
Maximize Uptime in “Day 2”
Implementation Services Support Services
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Automation Services
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Avaya Solution Assessment Program (ASAP)
One-day on-site customer engagement – Call center visit and analysis
– Assessment session with business stakeholders
Focused on how speech recognition can be leveragedas a self-service solution
– Based on industry best practices
– Driven by customer’s business objectives
Formal assessment report documenting recommendedautomation opportunities and ROI factors
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ASAP Benefits
Solution Oriented – Provides Focuses on business and customer needs
– Drives decisions based on business objectives
Better Statements of Work
– Aligning needs and objectives will better definewhat’s to be delivered
– Focusing on the overall solution rather than technicalcomponents
More Realistic Expectations
– How the technology will be leveraged
– How the solution will be delivered
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Voice User Interface (VUI) Design Offer
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“You can use an eraser on the drafting
table or a sledge hammer on theconstruction site.”
—Frank Lloyd Wright
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Balancing the Design
Caller Goals
Who are your callers?
Why are they calling?
How often?
What does the caller want out of the interaction?
Why is the business implementing self service?
What is the marketing strategy?
What are you business goals?
What are your automation goals?
What do you want out of the interaction?
Need to define these upfront to make design decisions.It is a trade-off.
Caller Goals
BusinessObjectives
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Why VUI Design Matters
Improved
Customer Service
Common “Look and Feel”
with Other Touch Points
Improved Automation /
Containment Rates
Improved
Caller Experience
If You Build It, Will They Come?
If the IVR is easy to use and presents a positive caller experience,callers will happily use it
If the IVR is difficult to use and therefore frustrates the caller,goodbye ROI
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Usability Offer
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“The joy of an early release lasts but a
short time. The bitterness of an unusablesystem lasts for years.”
—Anonymous
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What is Usability Testing?
A technique used to evaluate a system by having actual userscomplete high-frequency tasks while interacting with the system
– Uses tasks significant to the callers’ goals and the business’requirements
For self-service solutions, that means having callers make calls into
a real working system Callers are provided with scenarios and appropriate test data
The system is evaluated based on how well callers are able toaccomplish their tasks in the system
– Did they accomplish the task or not?
– How long did it take to accomplish the task?
– How many tries did it take?
Callers are also encouraged to provide opinion feedback on thesystem- both positive and negative
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Usability Testing – Customer Benefits
Documented application usability measurements
Self Service human factors and application usabilityexpert analysis of an application
Risk mitigation around VUI design strategiespre-deployment
Enhanced caller experience resulting in improvedcaller satisfaction
Reduction in costs due to human involvement reductionsfor transactional calls
Better education and more realistic expectationsregarding the self service technologies
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Grammar Development
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What is a Grammar?
Grammars define the set of words and phrases arecognizer is expected to identify and how results shouldbe passed back to the application.
Grammars constrain caller input to an appropriate set of domain-specific words and phrases
– Can allow optional pre-fillers and post-fillers as appropriate
– Can allow synonyms
– Can reference a custom lexicon to help supplement thesystem dictionary
– Can include additional constraint via ECMA or Javascripting as well as standard and vendor-specificmethods
Come in many flavors; current most popular variation isGRXML based on the W3C SRGS and SISR standards.
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Why Emphasize Grammar Development?
Bottom Line:
If the system does not recognize what callers say,
they will not be able to complete their task in the IVR!!
Caller/Customer satisfaction will be negatively impacted Containment rate heads south and ROI goes with it!
As a Result…
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Application Tuning
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“…Appreciate your mistakes for what they are:precious life lessons that can only be learned
the hard way. Unless it's a fatal mistake,which, at least, others can learn from.”
—Al Franken
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Tuning Process
Collect
Production
Calls
Audio and Log Files
Transcriptionsand Grammars
ProposedRecommendations
Transcribe
Data
Analyze
Data
Run
Experiments
to Validate
Tuning
Report
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Tuning – Recognition Optimization
Based on production calling environment
– Caller demographics, time of day, day of week…
Compare what the caller actually said againstwhat the speech recognizer understood
Determine whether the caller’s response is in linewith what is expected
– “In grammar” (IG) vs. “Out of grammar” (OOG)
Determine what happened when the recognizer was presented with both IG and OOG utterances
– Correctly accepted, Falsely rejected, Falsely accepted,Correctly rejected
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Tuning – Caller Experience Optimization
Examines Caller Experience Related Issues
Are callers successfully completing their goals?
– “Poor” recognition accuracy can still allow
a positive caller experience if the recognizer correctly identifies the caller’s intent
Are callers becoming confused or upset?If so, where and why?
– Unexpected hang ups, content and tone of caller responses
Can the caller recover from recognition errorsand/or missteps?
Is the caller seeking functionality missing in theapplication?
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Self Service Optimization
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V o i c e P o r t a l 4 .x / 5 .x
E x p e r i e n c e P o r t a l 6 .0 M P S 3 .5 F
P 4
Self-Service Optimization
Are these your questions…?• Which parts of the self-service solution are
working as intended, which may be falling short –
and why?
• How does the actual customer path differ from
the path intended by the business?• How many callers are successfully completing
their goals entirely within the IVR?
• Are there parts of the flow where users seem to
get stuck or confused, need to repeat their responses, or opt out for an attendant?
• Are callers being forced out to an agent due to
issues related to the external systems the IVR is
interfacing with, because of logic required by thebusiness processes, or due to unexpected caller behaviors?
• Are callers able to complete their goals in the
system or are there points in the application flow
where the callers are stuck or abandon?
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Analytics
– Provides tools to understand WHY it is happening
– Understanding WHY leads to targetedrecommendations of changes for improvement
– Without the WHY, changes might not strike at the heartof the problem
Self-Service Optimization: Analytics—not Reporting
Reporting
– Identifies WHAT is happening
– Is typically counts of events
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Collect new call detail logfiles and analyze to
verify that the changesworked
Determine new set of changes and continue
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Continuous Assessment and Change
Lifecycle of Self-Service Optimization
Change Self-Service ApplicationsMake necessary changes to Self-Service applications
Deploy changes
Analyze Caller ExperienceUse the analysis system to find out WHAT is
the problem, WHY it is happening anddetermine a targeted recommendation
Identify targeted changes to fixthe issues and improve KPIs.
Collect Sampleof Caller Experience
Collect call detail log files andupload to the system
Post Optimization
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Case Studies
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Media and Communications
Conversant End-Of-Life
Limited touchtone offerings
Part of a total call center upgrade
Started out as an ASAP engagement
Voice Portal
Speech-enabled solution
– English and Spanish
– Offers callers the ability to check account status, report a delivery
issue, make a payment, or do a temporary stop/restart.
Requirements Gathering, Design (SE and SA), Development, ApplicationTuning, SSO (beta customer)
Largest Newspaper in Inland Southern California
Opportunity
Solution
APSServices
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Canadian Government Entity
Voice Portal replacement of an Intervoice Platform End-Of-Life
Speech-enabled solution for creditors and debtors
Access case details, request faxed forms, and listen to FAQs
Includes outbound application for appointment reminders
Speech-enabled job search application
Caller provides job type and geographic location
Application leverages the same web services used by their web portal toaccess job openings
Mix of pre-recorded messages and text-to-speech to hear job detail
A more intuitive interface of next, back, and more details to navigateamong multiple job openings.
JusticeDepartment
HumanResources
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Major Municipal Employee Retirement Services
Partnered solution with Nuance
Allows participants to access loan information and requestforms
Includes Speaker Verification
APS-led activities:
q Development, testing, and tuning efforts
q On-going design modifications
q POM
q SSO Beta customer
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More Deployments
Speech-enabled routing application
Collects caller’s membership number and reason for calling
Documented case study
Speech-enabled routing application
Callers routed based on drug name and call reason
Application prompts callers for one of 95 drug names
AAANew York
Pharmaceuticals
– e.g. nimbex, terazosin – Required custom lexicon
– 97.9% correct accepts of in-
grammar utterances
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Home Warranties
Customer provides home warranties to home buyers
Speech-enabled solution for both home buyers andcontractors
Callers can check an existing claim or submit a new one
Avaya’s first deployment using Nuance’sRobust Parsing Grammar (RPG)
– Allows callers to respond more naturally
without the need for a more complexstatistical language model (SLM)
– e.g. “My air conditioner is blowing hot air.”
Partnered solution with Verizon
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Major Technology Company
No self-service
Basic call routing on CM
Executive-sponsored initiative
Started out as a Technical Assessment
Voice Portal and Interaction Center
Speech-enabled solution
– English only with future plans to add more languages
– Offers callers the options to open a new support request or check on
an existing one. – Callers identified, categorized by product and problem, and prioritized
by business criticality.
– Fully integrated with their agent desktop solution.
Opportunity
Solution
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Major Retailer
Store Field Support solution
– Design-to-Pilot deployment in 4 months – Multi-slot recognition, supported by the Nuance’s Adaptive
Grammar Engine
– Uses 278 grammars and upwards of 57k grammar paths
– Currently tuning in Pilot (60 stores)
• 2-4% misroutes
• Compared to 35-45% misroutes with previous DTMF application
Pharmacy Re-Fill solution in discussion
T&E Consulting services: solutionarchitecture and design; grammar development; and application tuning
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QUESTIONS?
Mike Smith – [email protected] Judi Halperin – [email protected]
David Martin – [email protected]