Integrating WFO with the broader agent environment

Your customer engagement transformation starts here
© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
HP Qfiniti 10
Integrating WFO with the broader agent
workforce environment
Shawn Nagase / September 23, 2014
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
The balancing act
Contact centers need to balance numerous correlated (even contradicting) objectives
Productivity
Quality of service
Customer satisfaction
Cost savings
Compliance
Retention
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The balancing act
Maximize contact center efficiency by Measuring and Correlating key objectives
Quality of service
Productivity
Customer satisfaction
Cost savings
Retention
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© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Compliance
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No wonder it’s called the call center
Text/Chat
Postal Mail
Massive deflection to the contact center
from various touch points
“First Contact Resolution”
has a whole new meaning…
Phone Call
36%
42%
Store/Branch
46%
Call Center
51%
53%
53%
32%
Contact center becoming
a Tier-2, handling complex,
time consuming, customer issues
While on the phone with the contact
center, 53% of callers also access the
web site
Email
Website
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Customer experience
Great customer experience has never
been more important to business
Reduce customer churn
Increase customer satisfaction
More customer advocates and business
referrals
Create differentiated customer experiences
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HP Qfiniti 10
HP Explore
HP Qfiniti ICE
HP Qfiniti Workforce
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Modular workforce optimization suite
Multichannel analytics
Intelligent recording and data attach
Agent scheduling and forecasting
HP Qfiniti Optimize
Desktop analytics and real-time agent guidance
HP Qfiniti Observe
Interaction recording for quality and compliance
HP Qfiniti Advise
Agent evaluation and performance analysis
HP Qfiniti Survey
Integrated customer satisfaction surveys
HP Qfiniti Expert
Online coaching and training
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Agent performance
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Agent performance
Quality
Monitoring
Productivity
Metrics
Coaching and
eLearning
Surveys
WFM
Agent Evaluation and Scoring
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What metrics?
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My AHT is like
15 minutes.
I’m awesome!
My AHT is
only 1 minute.
I’m awesome!
What is our
AHT supposed
to be?
Tom
Judy
Will
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What metrics?
Tom, your AHT is way too high.
Judy, your AHT is way too low.
And Will, you have to start taking more calls.
Tom
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Judy
Will
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What metrics?
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But my Net
Promoter Score
is high! That’s it.
I quit!
I thought low AHT
was good. You don’t
communicate.
I quit!
How am I
supposed to
know what you
want? I quit!
Tom
Judy
Will
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??!!
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Workflow interaction monitoring
Analyze business processes
Monitor processes in front or back office roles
Track specific KPIs such as:
• Volume
• Average Handling Time
• Conversion Rate
Analyze and detect
•
•
•
•
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How agents really interact with their applications
Training opportunities
Process improvements
Best practices
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Workflow interaction monitoring
Measure and monitor process
improvements
Establish accurate baselines and benchmarks
Accurate measure impacts of improvements
Perform workflow analysis
Gather workflow information across the entire
workforce
Drill down into individual user performance
Determine why some agents perform better or
worse than others
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Simple reservation process
Not Available
No
Reserve
tropical
vacation
Customer
places call
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Yes
Available?
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Reservation
Complete
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Agent productivity – Overview by day
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Agent productivity – Overview by week
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Agent productivity - Intraday
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Agent productivity – Workflow drilldown
Breakdown of Steps within WF
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Agent guidance
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What customers expect
Today’s customers are increasingly
difficult to satisfy
They expect their issues solved:
Without having to be transferred
Without being put on hold
Questions answered and problems solved fast
and accurately
All within the first try!
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Simple reservation process
Steps:
• How many rooms
are needed?
• How many adults?
• How many
children?
• Are joined rooms
required?
• Offer room
upgrades
Steps:
• Check for
alternative
dates
• Check for
nearby hotel
locations with
availability
Not Available
No
Reserve
tropical
vacation
Customer
places call
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Steps:
• Confirm contact
information
• Review
cancellation policy
• Ask for inclusion
in mailing list
Yes
Available?
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Reservation
Complete
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Benefits from agent guidance
Guide an agent through complex or
unfamiliar transactions
Eliminate the need for transfers to
“specialists”
Reduction in handle time
Elimination of process errors
Consistent and repeatable customer
experience
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Process automation
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Agent applications and processes
This is too
complicated!
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Why do I have
to re-type the
same data
over and over
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Focus on customer service vs. process
How we increase productivity:
Automate repetitive tasks such as searching
multiple knowledge bases or double entry of
data
Simplify complex business rules to autopopulate data through intelligent rules-driven
automation
Allows agents to provide quick and effective
service while complying with business
processes and regulations
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Sample process automation
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Sample process automation
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Sample process automation
John
Smith
1234 Park Blvd
Apt# 1112
Plano
TX
[email protected]
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Intelligent data capture, tagging
and classification
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Intelligent monitoring for quality analysis
Voice & screen recordings provide valuable business insight:
Sales won/lost
Customer activation/deactivation
Specific offerings sold
Service dispatches
Billing inquiries
Linking application data with recordings enables:
Faster and more efficient recording searches
More relevant events recorded in your call center
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Now Application Driven
Getting the data…
Historical options
Manually by agent or supervisor
HP Qfiniti ICE
Quick implementation
Ideal for simple projects
Fast, efficient and easily modifiable policy engine
Application driven commands
Automatically through CTI
Accurate and efficient
Good for limited data
API integration
Most flexible solution
Ideal for requirements that don’t change
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•
•
•
•
Start/stop a recording
Tag and classify
Cancel a recording
Mute/mask data
Use associated business data
• Manage recordings
• Real-time compliance
Application-independent architecture
• Web based and thick client
• CRM, ERP, email, chat, legacy applications
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Metadata tagging
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PCI compliance
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PCI Compliance with HP Qfiniti ICE
Protect sensitive Data
Know who is accessing data and when
Set specific policies around data
• Mute – redact sensitive data from recordings
• Mask – hide sensitive data at playback time
Easy to build and maintain
User definable for ease of use
Adapt quickly to user’s exceptions to
procedures
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Playback of recordings
Muted Data
John Doe
9854236512361254
Redacted at record time
Masked Data
Hidden at Playback Time based
on the User’s COS
12345
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© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
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Let’s engage!
Session
Day/Time
Focus on:
3: Workforce management and quality
monitoring work better together
Tuesday/10:30 am
Benefits of advanced workforce scheduling and forecasting
4: Award winning WFO: How Asurion and HP
are creating a competitive advantage
Tuesday/11:40 am
How a customer-centric focus benefits from WFO
technology, how innovation happens in the contact center
5: Voice of the Customer: You’re sitting on
a goldmine of information!
Tuesday/1:30 pm
Big Data and how it changes everything in the contact
center; discovering actionable insights
6 & 7: Customer Advisory Panel:
Prioritizing your requirements on
the HP Qfiniti roadmap
Tuesday/3:00 pm
Developing a shared vision for the HP Qfiniti and HP Explore
product roadmaps; celebrating a successful 2-day
exchange of ideas and inspiration
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THANK YOU
© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.