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BUS102 Performance Management: Preparing for the Post-Modern Contact Center Stuart Granger Genesys VP & General Manager Sue Harkreader Genesys Product Management Aaron Wendel Genesys Solution Architect Jeff Woodland Genesys Product Marketing April 18, 2012
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BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

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Page 1: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

BUS102 Performance Management: Preparing for the Post-Modern Contact Center

Stuart Granger Genesys VP & General Manager Sue Harkreader Genesys Product Management Aaron Wendel Genesys Solution Architect Jeff Woodland Genesys Product Marketing April 18, 2012

Page 2: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

3 3

Customer Experience As a Journey

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 3: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

4 4

To Comcast or Not to Comcast? A Customer Experience Decision.

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

2010 2012

Page 4: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

5 5

8 Forces Driving Customer Service to the Post-Modern Contact Center

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Multi-channel awareness

Social Media awareness

Big Data

Real-time Business-Centric

Independent (ad-hoc) analysis

Mobile decision-making

Visualization

The Enterprise & the role of the Customer Experience Officer

Empower

Managers

Engage over

Customer Experience

Understand the

customer experience

Page 5: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

6 6

Assessing Each Trend

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Self-Assessment Benchmarking

What questions

should I ask about my operations?

Attached within

the presentation

Expert Discussion

What is the trend?

Why is it relevant?

Customer Panel Survey

How important is it?

How timely is it?

Page 6: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

7 7

Survey Respondents

The Performance Management Customer Panel and Survey

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

JP Morgan Chase

Telenor Norway

VISA

DNB Bank

AXA Winterthur

Rabobank Nederland Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

The Survey Dimensions: Importance & Time-Frame

10

9

8

7

6

5

4

3

2

1

Imp

ort

an

t U

nim

po

rta

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Page 7: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

The Trends and our Expert Panel

Stuart Granger Genesys VP & General Manager Sue Harkreader Genesys Product Management Aaron Wendel Genesys Solution Architect

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 8: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

9 9

Maintain a holistic understanding of the customer experience, 1) across multiple channels and 2) is inclusive of Social Media activity.

Page 9: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

10 10

Maintain a holistic understanding of the customer experience, 1) across multiple channels and 2) is inclusive of Social Media activity.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F

C

E

A

Social Media

Imp

ort

an

t U

nim

po

rtan

t

D B

F

C E A

Multi-channel

Page 10: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

12 12 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Big Data

3. Leverage Contact Center data for a larger Big Data strategy to understand the customer experience at the Enterprise level.

Page 11: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

13 13

3. Leverage Contact Center data for a larger Big Data strategy to understand the customer experience at the Enterprise level.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F

C

E

A

Avg Imp

ort

an

t U

nim

po

rtan

t

Page 12: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

15 15 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Enable Managers as independent decision-makers: 4) analyze performance data ad-hoc, 5) In real-time and business-centric

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 13: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

16 16 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Enable Managers as independent decision-makers: 4) analyze performance data ad-hoc, 5) In real-time and business-centric

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F

C E

A

Ad-hoc analysis

D

B F

C

E

Real-time Business Centric

A

Page 14: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

18 18 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

6. Enable Managers as mobile decision-makers: access performance data from any device – desktop, tablet or smart-phone.

Page 15: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

19 19 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

6. Enable Managers as mobile decision-makers: access performance data from any device – desktop, tablet or smart-phone.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F

C

E

A Avg

Page 16: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

21 21

7. Use Advanced Visualizations to better clarify performance of resources and the customer experience

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 17: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

22 22

7. Use Advanced Visualizations to better clarify performance of resources and the customer experience?

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D B

F

C

E

A

Avg

Page 18: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

24 24 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

8. Leverage a Customer Experience Officer to help the Contact Center align its initiatives with other Departments.

The Enterprise The Customer Experience The Contact Center

Page 19: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

25 25 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F C E

A

Avg

8. Leverage a Customer Experience Officer to help the Contact Center align its initiatives with other Departments.

Page 20: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

27 27 © 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

10

9

8

7

6

5

4

3

2

1

CXO

The Big Picture: 8 Trends Summary

Adv Advanced Visualization

Mobile

RT Business Centric

Big Data

Multi-Channel

Social Media

Customer Experience Officer

Advanced Visualization

Mobile

Real-Time (RT) Business Centric

Big Data

Multi-Channel

Social Media

Forced Rank by Importance Performance Management Customer Panel

Avg Ad-Hoc

Ad-Hoc

Page 21: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

28 28

Where Is Your Contact Center?

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Voice-only customer conversations

Driven by historical ACD reports

Reactive. Opaque. Isolated.

Conversations extend across all channels

Driven by Performance Management solutions

Proactive. Transparent. Engaged.

The Call Center The Post-Modern Contact Center

Page 22: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

29 29

At G-Force, Where Can I Learn More?

“Together Useful Actionable” (Breakout #2, and in this room)

• Multi-channel awareness

• Independent (ad-hoc) analysis

• Real-time decision-making

“The Impact of Social Media on Your Customer Experience”

• Social Media (Breakout #2 today, and #3 tomorrow)

Comcast as Main-Stage Speaker (tomorrow 10 am)

• Customer Experience and Real-time Business-Centric awareness

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 23: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

30 30

Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features, design, strategy, priorities. One hour conference call on the 4th Wednesday of every month.

Who is a good fit?

• A passion for understanding and metrics

• Can apply performance management to customer service and the contact center.

How join?

• Drop off your card or name / number and we’ll contact you with more information.

Would you like to help to drive our direction?

Page 24: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

& follow G-Force and Genesys on Twitter at #GForceAmer and @Genesyslab for the latest news and updates!

Join the Genesys G-Force Network on LinkedIn to connect with colleagues, employees and Genesys professionals.

Customer feedback surveys will be sent to you online later…

Follow ME @JWWTweets

Page 25: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

Delivering Value Through Insights Genesys Product Management Deep Dive into Insights and Advisor

Teddy Rusli and Sue Harkreader G-Force Seattle

Page 26: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

APPENDIX

Page 27: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

34 34

The Customer Panel and Survey Questions

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

AXA Winterthur VISA JP Morgan Chase Telenor Norway DNB Bank Rabobank Nederland

Page 28: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

35 35

1. Maintain a holistic understanding of the customer experience, across all contact center operations & channels.

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Insert graphic showing synch/asynch interactions:

Voice, Chat Email

Page 29: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

36 36

1. Maintain a holistic understanding of the customer experience, across all contact center operations & channels.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

What are your customers most

preferred channels?

Have you moved beyond efficiency

metrics to effectiveness measures?

How do you track the questions you

are resolving?

10

9

8

7

6

5

4

3

2

1

D B

F

C E A

Avg

Benchmark Self-Assessment

Imp

ort

an

t U

nim

po

rta

nt

Page 30: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

37 37

2. Maintain a holistic understanding of the customer experience, that is inclusive of Social Media activity.

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 31: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

38 38

2. Maintain a holistic understanding of the customer experience, that is inclusive of Social Media activity.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F

C

E

A

Avg

Imp

ort

an

t U

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rta

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Benchmark Self-Assessment

• By Department, how many Social Media initiatives are present?

• What are your companies Social Engagement strategy?

• During the last Social Media crisis, how was engagement managed?

• (Have you even experienced a crisis?)

• How are you measuring Sentiment?

• How are tracking comments?

Page 32: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

39 39

Benchmark Questions

• How many report-change requests do you get per month?

• How long do report consumers have to wait for changes to take affect?

• For IT, how many requests arrive / interfere with higher level IT projects?

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

5. Enable Managers as independent decision-makers: analyze performance data ad-hoc within an application (without needing IT).

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F

C E

A

Avg

Page 33: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

40 40

4. Deliver real-time business-centric understanding of the Customer Experience across all contact center operations.

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 34: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

41 41

4. Deliver real-time business-centric understanding of the customer experience across all contact center operations.

Benchmark Questions

• Do your business-leaders have a real-time visibility into the Contact Center?

• If not, how long does it take for business-centric answers to arrive?

• When was the last time your ‘standard metrics’ were updated?

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B F

C

E

A

Avg

Page 35: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

42 42

5. Enable Managers as independent decision-makers: analyze performance data ad-hoc within an application (without needing IT).

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Page 36: BUS102 Performance Management: Preparing for the Post ... · Join the Performance Management Customer Panel! Provide direct feedback to Genesys Product Management Discuss features,

43 43

Benchmark Questions

• How many report-change requests do you get per month?

• How long do report consumers have to wait for changes to take affect?

• For IT, how many requests arrive / interfere with higher level IT projects?

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

5. Enable Managers as independent decision-makers: analyze performance data ad-hoc within an application (without needing IT).

Never

Within 5 Years

Within 2 Years

Now

Already Started

© 2012, Genesys Telecommunications Laboratories, Inc. All rights reserved.

Performance Management Customer Panel

10

9

8

7

6

5

4

3

2

1

D

B

F

C E

A

Avg