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BGPM Performance Management: Preparing for the Post-Modern Contact Center Colin Whitby Welsh Water, Contact Strategy Jeff Woodland Genesys Product Marketing Sue Harkreader Genesys Product Management Brendan Dykes Genesys Business Consulting September 12, 2012

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Page 1: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

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

Colin Whitby Welsh Water, Contact Strategy Jeff Woodland Genesys Product Marketing Sue Harkreader Genesys Product Management Brendan Dykes Genesys Business Consulting September 12, 2012

Page 2: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

4 4

Customer Experience As a Journey

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

Page 3: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

5 5

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

2010 2012

Sleeping

Technician

Page 4: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

6 6

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

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

1. Multi-channel awareness

2. Social Media awareness

3. Big Data

4. Real-time Business-Centric

5. Independent (ad-hoc) analysis

6. Mobile decision-making

7. Visualization

8. The Enterprise & the role of the Customer Experience Officer

Empower

Managers

Engage over

Customer Experience

Understand the

customer experience

Page 5: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

7 7

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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

8 8

Survey Respondents

The Performance Management Customer Panel and Survey

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

Rabobank Nederland

DNB Bank

Telenor Norway

JP Morgan Chase

VISA

AXA Winterthur 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

rtan

t

Page 7: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

Our Expert Panel Colin Whitby, Welsh Water, Contact Strategy Sue Harkreader, Product Management, Director Brendan Dykes, Senior Principal Business Consultant

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

Page 8: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

10 10

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

Page 9: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

11 11

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

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

Never

Within 5 Years

Within 2 Years

Now

Already Started

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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

13 13 © 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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

14 14

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

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

Never

Within 5 Years

Within 2 Years

Now

Already Started

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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

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

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

Page 13: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

17 17 © 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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

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.

Page 15: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

20 20 © 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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

22 22

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

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

3,000 BC 2011 AD

Page 17: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

23 23

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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

25 25 © 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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

26 26 © 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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

28 28 © 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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

29 29

Where Is Your Contact Center?

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

Reactive Opaque Isolated

Proactive Transparent

Engaged.

The Call Center The Post-Modern Contact Center

Page 22: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

Colin Whitby Welsh Water, Contact Strategy Jeff Woodland Genesys Product Marketing Sue Harkreader Genesys Product Management Brendan Dykes Genesys Business Consulting

Page 23: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

31 31

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: BGPM Performance Management: Preparing for the Post-Modern … · 2018-10-19 · The Big Picture: 8 Trends Summary Adv Mobile RT Business Centric Big Data Multi-Channel Social Media

& 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