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Transforming the Enterprise and Call Center with Intelligent Automation (IA)

5 Capabilities Intelligent Automation (IA) Solutions Must Deliver to Align with Customer Demands

We live in a world that is connected, mobile and demanding. Enterprises must use Intelligent Automation to gain a better understanding of their customers’ demands, behavior and sentiment. This is essential to successfully manage the customer experience. Especially when today’s customers have other options, high expectations, and access to multiple channels of engagement.

Intelligent Automation Solutions

Managing big data resulting from everyday business with customers, employees and internal activities is another major challenge. It is almost impossible to analyze big data and produce actionable knowledge using manual methods. Other challenges include the lack of unification among enterprise systems and the absence of business process automation.  Deficiencies in producing real-time and holistic views of the overall enterprise operation pose a final challenge.

Conventional workforce optimization (WFO) solutions are not adequate since they do not make use of intelligence-based automation. They use an “inside-out” approach that focuses on aligning customer service with internal business processes.  IA-driven solutions use an “outside-in” approach that aligns business processes with customer demands.

CXM Driven by Intelligent Automation

To cost-effectively deploy IA solutions to most functions of an enterprise, solutions should offer 5 major, generic capabilities:

Capture

Access, capture and record data, media and KPIs from every entity engaged in enterprise functions. This includes data and media from telecom platforms, service request routing, customer engagement, multichannel interactions, transactions, IoT devices, CRMs, and ERPs.

Unify

Manage, normalize, convert, categorize, and prepare the captured data for the next steps of processing and analysis.

Analyze

Multichannel and cross-channel analytics use the unified datato produce actionable knowledge and insightful trends.

Decide & Learn

Rule-based or AI-driven decision-making and learning machines use the actionable knowledge and trends to automatically determine next best steps and actions.

Act

Automatically launch the best actions, reports and notifications determined by the decision-making machines.

The advantage of such capabilities is that they can intelligently automate enterprise and contact center functions related to both customer experience management (CXM) and business process automation.

Empowering enterprises to cost effectively and intelligently automate and unify customer experience management and business processes.

Organizations can intelligently automate the entire CXM process and customer journey before, during and after service. This includes customer service routing, engagement, processing and feedback management. During engagement, IA drives other applications such as automated QA and compliance management. IA also impacts voice and text-based Intelligent Virtual Agent as well as intelligence-based voice applications such as fraud protection and discovery of sentiment. Business process automation is enabled through intelligent robotic process automation, unification and process automation among dispersed enterprise systems engaged in delivering certain enterprise functions.

Deployment of and transition to Intelligent Automation solutions requires customer assistance programs to assure success and a rapid return on investment. Suppliers of Intelligent Automation solutions should offer customer-centric programs like consultations and proofs of concept.  Intuitive tools that help customers map their business processes to IA solution configurations should also be made available. Solutions offered as both on-premise software or SaaS make acquisition easier and help organizations meet their business and financial requirements.

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Customer Experience Management Powered by Intelligent Automation

Customer Experience Management Powered by Intelligent Automation

Customer Loyalty vs. Customer Satisfaction

All enterprises should strive to create positive customer experiences that lead to customer loyalty. Customer loyalty is different from customer satisfaction.  It establishes a long-lasting relationship with customers. It is an ongoing process, not a single set of actions. Therefore, enterprises should develop a strategy for customer experience management.

Companies first focused on customer interactions by capturing and analyzing customer calls, emails and chat. Agent training soon followed to better serve customers during interactions. This approach helped to achieve customer loyalty, but it ignored other steps of the customer journey critical to Customer Experience Management (CXM).

4 Segments of Customer Experience Management

Customer experience management demands a view of the entire customer journey, consisting of the following four segments:

  1. Routing customer service requests to the right organization and agent rapidly with no need for the customer to repeat information
  2. Managing interactions for the best outcome for the customer
  3. Processing customer service requests quickly and accurately
  4. Capturing and analyzing customer feedback from all customer touch points during and after the completion of service, making changes and taking action toward improvement.

intelligent automation

Intelligent Automation Technologies Greatly Power Customer Experience Management

Enterprises can face major challenges in establishing these four critical segments effectively. This is where advanced Intelligent Automation (IA) technologies greatly enhance CXM programs.

The core components of IA is commonly used the same way in all four segments.

  1. Data and media capturing, unification, and big data management performed on all areas critical to the customer journey. This includes telecom platforms (network routers, IVR, PBX, ACD, etc.) and key performance indicators from workforce optimization, workforce management, customer relationship management and enterprise resource planning.
  2. Multichannel analysis (speech, desktop and text) of unified data and the creation of actionable knowledge
  3. Learning Decision Making Engines (LDME) driven by Artificial Intelligence (AI) further analyze actionable knowledge, make best decisions, and learn from historical data and analysis
  4. Automated actions driven by LDME launch actions and automate functions

 

Artificial Intelligence and Learning Machines are Key to Making IA a Practical Solution

customer journey

In customer service routing, IA automatically captures, monitors and analyzes the status and performance of all entities engaged in the customer journey. Routing makes the best decision and launches the action to intelligently route the service request in real time. It also captures customer information from each touch point and deposits it in a single place accessible to all agents and systems. This prevents customers from having to repeat information.

IA captures and analyzes customer interactions (calls, emails, chat, desktop transactions) to automatically conduct quality assurance, compliance management and customer sentiment analysis. Real-time coaching, workflow automation, reminders and notifications help automate agent interactions. Recent developments in AI-based chatbots and Intelligent Virtual Agent (IVA) technologies automate customer interactions while reducing enterprise expenses.

When it comes to processing customer service transactions, IA utilizes Robotic Process Automation to process repetitive tasks in various processes without errors. IA utilizes Business Process Automation to perform data collection, unification and analysis of transactions to automate business processes.

Finally, IA captures customer sentiment from every customer touch point during and after service. This can include social media content and customer surveys. IA analyzes the data and provides actionable knowledge to LDME that can offer conclusions, trends and actions.

Each of these four steps is designed to improve systems, processes and the interactions engaged in the customer journey.

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