voci final presentation
DESCRIPTION
Voice of the Customer Initiative Final PresentationTRANSCRIPT
IS&T Summer Intern Group 2013
Voice of the Customer Initiative
Problem ScenariosDisclaimer: The names of the following users have been changed to maintain confidentiality. The
scenarios are, however, based on true occurrences.
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Customer: John DoeTask: Share documents with BMCers in India and FranceProblem: Cannot access Dropbox Action: Opens ITSM ticket, waits a couple of days for a response, posts on All BMC Chatter group about the issue
Scenario 1 - Impatience
“Does anyone know if dropbox [is] still banned by BMC’s Airwatch policies?”
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Customer: John DoeTask: Share documents with BMCers in India and FranceProblem: Can not access Dropbox Action: Opens ITSM ticket, waits a couple of days for a response, posts on All BMC Chatter group about the issue
Scenario 1 - Impatience
This is a customer who used Chatter as a second channel for IT-related help after getting impatient with ITSM.
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Customer: Judy BloomTask: Design BMC websiteProblem: Does not have VPN hardware deviceAction: Opens ITSM ticket and quickly receives a response she’s not happy with, complains about IT service on a post in Office @ Home Employee group on Chatter
Scenario 2 - Complaints
“If you are WFH full time, you should really consider getting a VPN hardware device. You can get them on Ebay for about $150 (you don't need to get the $800 IT will tell you)…”
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Customer: Judy BloomTask: Design BMC websiteProblem: Does not have VPN hardware deviceAction: Opens ITSM ticket and quickly receives a response she’s not happy with, complains about IT service on a post in Office @ Home Employee group on Chatter
Scenario 2- Complaints
This is a customer who used Chatter as a channel to voice her anger with IT’s response to her problem.
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Customer: Jeff Smith Task: Apply Bayes’ Theorem on algorithmProblem: Can not view Bayes’ Theorem Wikipedia page in EnglishAction: Posts a complaint in Chatter’s All BMC group
Scenario 3 - Sole Channel
“Why is the English language version of Wikipedia being blocked from the BMC network?”
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Customer: Jeff Smith Task: Apply Bayes’ Theorem on algorithmProblem: Can not view Bayes’ Theorem Wikipedia page in EnglishAction: Posts a complaint in Chatter’s All BMC group
Scenario 3 - Sole Channel
This is a customer who used Chatter as his sole channel of communication with IT (and the entire BMC).
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With 6000 employees, such scenarios happen on a daily basis.
Our Goal…To help IT gain visibility into issues affecting BMC through SFDC Chatter in addition to formal ITSM Incident Management application
Goal
Project Roadmap
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Project Overview
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Step 1: Know Your Data
Sandbox
Excel
Posts and Comments
Ticket information
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Step 2 : Evaluate External Options
Features Indicee Semantria Splunk
Real time processing Integration with help desk (ITSM) Sentiment Analysis Capability Text Analytics Capabilities
Adoption or Usage Posts and comments, groups, follows, likes, tags, files
Platform SFDC Excel or API SplunkSpeed Fast Fast Very FastScalability Algorithm None Highly Tweakable Manual ProcessImplementation time < 1 Day < 1 Day < 1 DayMarket Presence (# of customers) 1.1M users/month 450 6200Experience handling Chatter data Supports multiple sources of data Socialization across the enterprise Dashboard creation ability Reports creation ability Total cost of ownership $20/user/month $1000 for $5k Perpetual License
100k Transactions Plus Annual FeesOR
$2k Annual License No Annual Fees
Products
Sentiment Analysis and Text Analytics Software Comparison Chart
Splunk isn't capable of performing sentiment
analysis. Splunk is more of a manual process than we are
looking for.
Additional Comments
Indicee isn't capable of sentiment analysis. It can
monitor tags and likes. Indicee is more for simple metrics.
Free trial up to 15,000 posts. Capable of Themes,
Categories, Query Searches, and Sentiment Analysis.
• Monitor Chatter usage• Identify top tags
• Perform deeper analysis than Indicee• Could not identify trending topics
• Create themes• Categorize posts• Query search• Perform Sentiment analysis
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Step 3: Import Data
Connected to SFDC Sandbox
Connected ITSM Incident Excel Data
• Connects with salesforce.com• Integrates with 3rd party APIs • Allows drill-down
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Step 4: Extract Text and Analyze Sentiments
“If you are WFH full time, you should really consider getting a VPN hardware device. You can get them on Ebay for about $150 (you don't need to get the $800 IT will tell you). Look for the Netscreen 5 GT or XT (or better). Dealing w/ the SSL vpn is such a nightmare for a variety of reasons”
QlikView Script Sentiment and Text
Extraction
Business Service : Network and TelephonyTechnical Service : VPN
Algorithm
Chatter Post
Netscreen 0.273924
nightmare -0.725498
reasons -0.657431
SSL vpn -0.581077
Overall Sentiment: Negative
Keyword sentiments:
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Step 5: Create Dashboards and Report
This is the home page of the dashboard. It is divided into 4 main sections.
Ongoing documentation of requirements, processes, and deliverables since Day 1.
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Reasons for the Dashboard
Business Goals• “.. consolidate multiple
collaborative channels into a single view…”
Technology Goals• Construct an algorithm
for data mining
• Develop a channel that can present the results
Project Goals
1.Meets RequirementsAdditional Stakeholder Requests• Sentiment Analysis• Drill-down
capabilities• Mapping of Chatter
posts with ITSM tickets
• Ticket creation from Chatter
2.Fits Timeline
Definition Planning Execution Delivery
3. Optimizes Resources
IS&T Kickoff Executive Kickoff Mid-term Report Final Presentation
June 10th June 17th July 12th August 8th
4. Adds Value to Current Reporting tools
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Qlikview Dashboard Demo
See It for Yourself!
Features and Results
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Dashboard Details
Feature Name Feature Description
Dashboard A combined display of usage and IT-related posts and comments within Chatter and ITSM Incidents ticket data
Trending Topics A list of the top IT-related issues in Chatter and top causes for the creation of ITSM Incidents tickets
Sentiment Analysis
View of the sentiment of each IT-related post on Chatter (from highly negative to highly positive)
Drill-down Capability
Dashboard capability that enables a user to look deeper into specific filters of the Chatter and ITSM data
Example Uses• Dashboard was designed to be self-service and used intuitively for the following:
• Visibility into Chatter posts, ITSM Incidents, and overlaps between the two information sources• Highlight trending issues in Chatter posts and comments• Ability to monitor frequency of complaints and sentiment toward technical services using drill-down
capabilities• Identification of which services are most effective and which cause the most issues
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Trending Keywords – User Level
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Trending Keywords – User Level
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Trending Keywords – User Level
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Sentiment Analysis – User Level
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Sentiment Analysis – User Level
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Sentiment Analysis – User Level
Conclusion
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Dashboard Limitations
Feature Name Feature Description
Ticket Creation Creating an ITSM ticket for a user or an issue based on a specific Chatter post or a trending IT issue in Chatter
Real Time Updates Scheduled update of data sources in order to provide up to date trending IT-related topics in Chatter and ITSM Incidents
Web app dashboard
Taking the dashboard that we have created in QlikView and creating a web app from it
Direct User Contact
Ability to create an email from the application in order to contact a user about their issue
Alert System Metrics to create alerts if new issues appear or trending topics change
Impact Score Generate and impact score on a post based on number of likes, comments, commenters, and sentiment
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Best Practices
Business analytics on combined data from Chatter and ITSM can help make better decisions faster- BMC has the products in place, but would benefit from improving how
they are used, and how the data is organized and viewed- By implementing minor usage changes, the value of these tools can
increase significantly
Improve data organization using simple, pre-defined hashtags- Helps to transform large unorganized data into workable information- Ex: #ITRequest, #Sales, #SuccessStory, #OfficeAtHome, #Knowledge,
#Innovation
Promote and Encourage Best Practices- Use those with high influence scores (based on followers, comments and
likes) to demonstrate best practices - Empower key stakeholders to drive user adoption of the best practices
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Reduce I.T. Friction with the help of Social MediaAn astonishing 86% of the end-users the report studied lost an average of 18 work hours a month (that’s 5 full weeks a year) because of I.T. issues, to the tune of over $100 billion in losses – Forrester Research
Increase in employee engagement leading to better productivityFaster problem identification and solving by collecting data from multiple sources
Research indicates that 70-80% of enterprise information resides outside of databases in unstructured fashion
Creation of an easily accessible internal knowledge source
Value Proposition
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Future Steps
• Ticket creation• Email follow up• Real time updates• Alerts• Impact metrics
Dashboard Implementation
• Business – Identify opportunities to maximize sales or improvements in technical services
• I.T. – Gain insights on top trending problems and issues and be proactive
Dashboard Usage
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Lessons Learned
Technical Skills- Collect, analyze and organize data from multiple
data sources- Learn and use BI tools
Communication- Importance of group collaboration and
internal communication as a team
Time Management- Scheduling and Prioritizing work and tasks-
Group project and Individual project
Teamwork- Identify and play to the strengths of each team
member- Task and resource allocation
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Learn more at www.bmc.com
Thank you BMC Software