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Delivering Improved Customer Experiences
                  and Operational Savings Through Your
                  Website, Self-Service, and Social Media

                  EUCI Web Self-Service, Mobile Apps, and Social Media for Utilities




                                                        Maureen Russolo
                                   Director, Customer Experience Services
www.esource.com                                                             March 26 2012
Outline
    1. What is E Source
    2. Rising Customer Expectations
    3. Contact Channels and Management
          Mobile
          Texting
          Chat
          Social Media
          Preference Centers
    4. Customer Experience
    5. Questions




2                                        www.esource.com || © 2012 E Source
What is E Source?
    What: Membership-based energy efficiency advisory service; unbiased
     research and analysis.
      Fuel-neutral, Product-neutral, Vendor-neutral, Program-neutral

    for Who: Entire energy market -primarily utilities- also government,
      corporate energy management, energy service providers, and product
      manufacturers.
    Why: Don't reinvent the wheel, rely on our analysis.
      Leverage knowledge and successes from existing programs

    How to access: Search content via web library, attend peer discussions,
      web conferences, and direct inquiry.
      Research portal, newsletters and trends, leader group calls, webinars, and
      Member Inquiries.




3                                                               www.esource.com || © 2012 E Source
Each E Source Service Contains
     Resources
       Newsletters and trends
       Research reports, case studies, & best
        practices
       Web conference archive
       Online access to all content

                                                 Resources              Events
     Events
       Leader-group call-ins
       Web-conferences
       Live conference & networking                     Member
                                                         Inquiries
     Unique deliverables
     Industry Experts
     Member Inquiry Service



4                                                            www.esource.com || © 2012 E Source
5   www.esource.com || © 2012 E Source
6   www.esource.com || © 2012 E Source
Mobile Web and Apps




7                  www.esource.com || © 2012 E Source
United States                                    Canada




    83%
    of American adults have a cell phone
                                                   78%
                                           of Canadian adults have a cell phone




8                                                         www.esource.com || © 2012 E Source
United States                                    Canada



    46% 38%
    of American adults have a smartphone   of Canadian adults have a smartphone




9                                                          www.esource.com || © 2012 E Source
Canada




                       13%
     households reported they used a cell phone exclusively, up from 8% in 2008




10                                                           www.esource.com || © 2012 E Source
United States




         29%
     of American adults have a tablet or e-reader




11                                             www.esource.com || © 2012 E Source
51
     utilities have a mobile-optimized website




                     14
        utilities have a mobile application

12                                   www.esource.com || © 2012 E Source
Most Common Mobile-Optimized
     Features
                                Outage/Emergency Reporting                                                                        13
     Mobile-Optimized Feature




                                                Home Page                                                       10
                                    Outage/Gas Leak Status                                             8
                                          Account Balance                                      6
                                                My Account                             5
                                                 Contact Us                            5
                                            Online Payment                         4
                                      Registration and Login                       4
                                             Account Alerts        1

                                                               0       2       4           6       8         10         12          14
                                                                           Number of Sites Supporting
                                                                                                                          © E Source



13                                                                                                 www.esource.com || © 2012 E Source
Tips for Developing a Mobile Website

      Do:
          Allow the site to auto-detect mobile visitors
          Research mobile customer needs/wants
          Test, test, test!
          Consider responsive design – more work up-front, but
           allows for optimal design on any screen size
      Don’t:
        Ignore web analytics
        Try to fit all website content on the mobile site
        Forget to include a link back to the full site


14                                                   www.esource.com || © 2012 E Source
Text Messaging




15               www.esource.com || © 2012 E Source
United States                                    Canada




     83%
     of American adults have a cell phone
                                                    78%
                                            of Canadian adults have a cell phone




16                                                         www.esource.com || © 2012 E Source
United States                                               Canada




     73% 65%
of American adults use their phone for text messaging   of Canadian adults use their phone for text messaging




17                                                                             www.esource.com || © 2012 E Source
Of those 73% of American’s who text




                 31%
     Of adults prefer text messaging to talking on
                       the phone


18                                        www.esource.com || © 2012 E Source
Benefits of Text Messaging for Utilities

      Service Gap - Customers already know, use, and
       prefer text messaging
      Great channel for hard-to-reach, higher-cost
       customers:
        Low Income
        Non-Internet users
        Non self-serve
      Low overhead and transaction costs




19                                          www.esource.com || © 2012 E Source
Types of Text Messages

      Account balance              Outage notifications
      Bill amount and due date;    Usage alerts
       bill to date                 Service disconnect
      Payment reminders             (notice or disconnection)
      Text-to-pay                  Collections
      Payment posted               Energy-Saving Tips
      Bill is over set amount      Pricing Signals




20                                             www.esource.com || © 2012 E Source
Utilities offering Text-to-Pay service

        Denver Water
        NorthWestern Energy
        Salt River Project
        Kansas City Power & Light
          469 enrolled
          73 making payments
          25% of non-users interested




                                         Image courtesy: photostock / FreeDigitalPhotos.net



21                                                                      www.esource.com || © 2012 E Source
Online Chat




22                 www.esource.com || © 2012 E Source
Utilities Offering Chat

       DTE Energy (pilot)
       Memphis Light, Gas, and Water
       Reliant Energy
       Southern Company
       TXU Energy




23                                      www.esource.com || © 2012 E Source
TXU Energy’s Chat Window




24                              www.esource.com || © 2012 E Source
25   www.esource.com || © 2012 E Source
Reasons for Deploying Chat
        Is cost effective
        Decreases web abandonment rate
        Contains contact in web channel
        Increases customer satisfaction
        Enables remote workers/telecommuting




26                                         www.esource.com || © 2012 E Source
Social Media




27                  www.esource.com || © 2012 E Source
Big 5 Still Dominate

                  96% (up from 74% in '10)

                  80%   (up from 65% in ‘10)


                  90%   (up from 71% in ‘10)


                  60%   (up from 48% in ‘10)


                  38%   (up from 15% in ‘10)
28                                    www.esource.com || © 2012 E Source
Channel Followers

                                                     36%

                  12%

                         18%

                  12%          5000+ = 18%
                                12,000+ = 2
                    14%

29                               www.esource.com || © 2012 E Source
Channel Followers

                                             30%

                        14%
                              5000+ = 18%
                  10%          10,000+ = 3

                              24%


30                             www.esource.com || © 2012 E Source
Top Five Social Media Issues




31                              www.esource.com || © 2012 E Source
E Source 2012
Utility Social Media Survey

   Integrating social media into
        a broader customer
          experience plan

                                  38%


            E Source 2011 Social Media Survey Confidential – do not distribute   www.esource.com || © 2012 E Source
E Source 2012
Utility Social Media

  Have You Had To Report Social Media
   Interactions To Your Commission?

                     Yes = 14%




            E Source 2011 Social Media Survey Confidential – do not distribute   www.esource.com || © 2012 E Source
2011 E Source Social Media Survey
Important Uses of Social Media

 • Outages/crisis – 90%
 • EE/safety tips – 84%
 • Corp Comm Messages – 76%
 • Communicating w/ media – 76%
 • Product/Service promotion – 60%
 • Customer Engagement – 56%
 • Direct Customer Service – 46%


                 E Source 2011 Social Media Survey Confidential – do not distribute   www.esource.com || © 2012 E Source
Managing Customer’s
 Preferred Contact
     Channels



               www.esource.com || © 2012 E Source
Preference Centers = Customization
     Customers can choose
       Frequency of contacts from their utility
       Contact channels
       Communication types




36                                           www.esource.com || © 2012 E Source
Channels and Communication Types

      Contact channels
          E-mail
          Online message center
          Outbound phone call
          Text message
      Communication types
          Alerts
          Billing
          Disconnect notices
          Energy usage
          Marketing campaigns
          Newsletters
          Shareholder information

37                                   www.esource.com || © 2012 E Source
38   www.esource.com || © 2012 E Source
Portland General Electric




39                               www.esource.com || © 2012 E Source
Customer Experience




40                  www.esource.com || © 2012 E Source
Experiences Happen Everywhere

                                    Web
                                            Self-
                           Mobile
                                           service

                  Social                              Live
                  media                              agent


             Walk-in
                                                        Utility bill
              office

                               Customer
            Marketing
                                                              IVR
            material


                   Meter
                                                     E-mail
                  reader

                           USR              Text
                                    Chat




41                                                                  www.esource.com || © 2012 E Source
Customer Experience
     Management Means …

          The process of deliberately
           planning and enhancing all
          customer interactions with a
          company to deliver superior
           service and inspire loyalty.



42                                 www.esource.com || © 2012 E Source
83 Percent Engage in CEM or Plan to
     in the Next 12 Months
      Respondents Engaging in CEM

                                      No
                                     17%




                          Yes
                          83%       © E Source




43                                               www.esource.com || © 2012 E Source
Percentages may total more than 100%, as respondents could select more than one response.

44                                                                                               www.esource.com || © 2012 E Source
Organizing Around CEM

                                                                              Respondents
      Departmental structure
                                                                                  (%)

      We have a small working group devoted to CEM.                                    36

      We don’t have a department or small working group, but we
                                                                                       21
      believe that CEM is everyone’s role.

      We have an official department dedicated to CEM.                                 18

      We use a different organizational structure for CEM than what’s
                                                                                       18
      mentioned above.

      We aren’t currently focusing on CEM, but we plan to do so within
                                                                                        6
      the next 12 months.
                                                                                             © E Source




45                                                                      www.esource.com || © 2012 E Source
Leadership Teams Are Cross-Functional
     71% use a cross-functional leadership team to guide the utility’s
     customer focus.

              Frequency of Meetings           On no set
                                              schedule
                                                10%


                                                           More than
                                                          once/month
                                                             15%


                     Monthly
                      50%




                                                     Quarterly
                                                      25%

                                                             © E Source




46                                                               www.esource.com || © 2012 E Source
47   www.esource.com || © 2012 E Source
Conference Includes Presentations from:
   Key Note from Tammy McLeod, Arizona Public Services, Chief
    Customer Officer and 2010 Chief Customer Officer of the Year
   Chris Bevel, Channel Experience Designer, FedEx
   Zappos Head Quarters Tour
   Zappos Speaker
   Caroline MacKool, DTE, Customer Service Strategy
   John Lincoln, Customer Experience Leader, Duke Energy
   E Source staff presenting survey and benchmarking data
   And many other industry professionals

Learn more at http://www.esource.com/ucec2012.
Questions?




49                www.esource.com || © 2012 E Source
For more information



     Maureen Russolo
     E Source
     Director, Customer Experience Services

     maureen_russolo@esource.com
     P 303-345-9100
     C 313-600-6687




50                                            www.esource.com || © 2012 E Source

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Delivering Improved Customer Experiences and Operational Savings Through Your Website, Self-Service, and Social Media

  • 1. Delivering Improved Customer Experiences and Operational Savings Through Your Website, Self-Service, and Social Media EUCI Web Self-Service, Mobile Apps, and Social Media for Utilities Maureen Russolo Director, Customer Experience Services www.esource.com March 26 2012
  • 2. Outline 1. What is E Source 2. Rising Customer Expectations 3. Contact Channels and Management  Mobile  Texting  Chat  Social Media  Preference Centers 4. Customer Experience 5. Questions 2 www.esource.com || © 2012 E Source
  • 3. What is E Source? What: Membership-based energy efficiency advisory service; unbiased research and analysis. Fuel-neutral, Product-neutral, Vendor-neutral, Program-neutral for Who: Entire energy market -primarily utilities- also government, corporate energy management, energy service providers, and product manufacturers. Why: Don't reinvent the wheel, rely on our analysis. Leverage knowledge and successes from existing programs How to access: Search content via web library, attend peer discussions, web conferences, and direct inquiry. Research portal, newsletters and trends, leader group calls, webinars, and Member Inquiries. 3 www.esource.com || © 2012 E Source
  • 4. Each E Source Service Contains  Resources  Newsletters and trends  Research reports, case studies, & best practices  Web conference archive  Online access to all content Resources Events  Events  Leader-group call-ins  Web-conferences  Live conference & networking Member Inquiries  Unique deliverables  Industry Experts  Member Inquiry Service 4 www.esource.com || © 2012 E Source
  • 5. 5 www.esource.com || © 2012 E Source
  • 6. 6 www.esource.com || © 2012 E Source
  • 7. Mobile Web and Apps 7 www.esource.com || © 2012 E Source
  • 8. United States Canada 83% of American adults have a cell phone 78% of Canadian adults have a cell phone 8 www.esource.com || © 2012 E Source
  • 9. United States Canada 46% 38% of American adults have a smartphone of Canadian adults have a smartphone 9 www.esource.com || © 2012 E Source
  • 10. Canada 13% households reported they used a cell phone exclusively, up from 8% in 2008 10 www.esource.com || © 2012 E Source
  • 11. United States 29% of American adults have a tablet or e-reader 11 www.esource.com || © 2012 E Source
  • 12. 51 utilities have a mobile-optimized website 14 utilities have a mobile application 12 www.esource.com || © 2012 E Source
  • 13. Most Common Mobile-Optimized Features Outage/Emergency Reporting 13 Mobile-Optimized Feature Home Page 10 Outage/Gas Leak Status 8 Account Balance 6 My Account 5 Contact Us 5 Online Payment 4 Registration and Login 4 Account Alerts 1 0 2 4 6 8 10 12 14 Number of Sites Supporting © E Source 13 www.esource.com || © 2012 E Source
  • 14. Tips for Developing a Mobile Website  Do:  Allow the site to auto-detect mobile visitors  Research mobile customer needs/wants  Test, test, test!  Consider responsive design – more work up-front, but allows for optimal design on any screen size  Don’t:  Ignore web analytics  Try to fit all website content on the mobile site  Forget to include a link back to the full site 14 www.esource.com || © 2012 E Source
  • 15. Text Messaging 15 www.esource.com || © 2012 E Source
  • 16. United States Canada 83% of American adults have a cell phone 78% of Canadian adults have a cell phone 16 www.esource.com || © 2012 E Source
  • 17. United States Canada 73% 65% of American adults use their phone for text messaging of Canadian adults use their phone for text messaging 17 www.esource.com || © 2012 E Source
  • 18. Of those 73% of American’s who text 31% Of adults prefer text messaging to talking on the phone 18 www.esource.com || © 2012 E Source
  • 19. Benefits of Text Messaging for Utilities  Service Gap - Customers already know, use, and prefer text messaging  Great channel for hard-to-reach, higher-cost customers:  Low Income  Non-Internet users  Non self-serve  Low overhead and transaction costs 19 www.esource.com || © 2012 E Source
  • 20. Types of Text Messages  Account balance  Outage notifications  Bill amount and due date;  Usage alerts bill to date  Service disconnect  Payment reminders (notice or disconnection)  Text-to-pay  Collections  Payment posted  Energy-Saving Tips  Bill is over set amount  Pricing Signals 20 www.esource.com || © 2012 E Source
  • 21. Utilities offering Text-to-Pay service  Denver Water  NorthWestern Energy  Salt River Project  Kansas City Power & Light  469 enrolled  73 making payments  25% of non-users interested Image courtesy: photostock / FreeDigitalPhotos.net 21 www.esource.com || © 2012 E Source
  • 22. Online Chat 22 www.esource.com || © 2012 E Source
  • 23. Utilities Offering Chat  DTE Energy (pilot)  Memphis Light, Gas, and Water  Reliant Energy  Southern Company  TXU Energy 23 www.esource.com || © 2012 E Source
  • 24. TXU Energy’s Chat Window 24 www.esource.com || © 2012 E Source
  • 25. 25 www.esource.com || © 2012 E Source
  • 26. Reasons for Deploying Chat  Is cost effective  Decreases web abandonment rate  Contains contact in web channel  Increases customer satisfaction  Enables remote workers/telecommuting 26 www.esource.com || © 2012 E Source
  • 27. Social Media 27 www.esource.com || © 2012 E Source
  • 28. Big 5 Still Dominate 96% (up from 74% in '10) 80% (up from 65% in ‘10) 90% (up from 71% in ‘10) 60% (up from 48% in ‘10) 38% (up from 15% in ‘10) 28 www.esource.com || © 2012 E Source
  • 29. Channel Followers 36% 12% 18% 12% 5000+ = 18% 12,000+ = 2 14% 29 www.esource.com || © 2012 E Source
  • 30. Channel Followers 30% 14% 5000+ = 18% 10% 10,000+ = 3 24% 30 www.esource.com || © 2012 E Source
  • 31. Top Five Social Media Issues 31 www.esource.com || © 2012 E Source
  • 32. E Source 2012 Utility Social Media Survey Integrating social media into a broader customer experience plan 38% E Source 2011 Social Media Survey Confidential – do not distribute www.esource.com || © 2012 E Source
  • 33. E Source 2012 Utility Social Media Have You Had To Report Social Media Interactions To Your Commission? Yes = 14% E Source 2011 Social Media Survey Confidential – do not distribute www.esource.com || © 2012 E Source
  • 34. 2011 E Source Social Media Survey Important Uses of Social Media • Outages/crisis – 90% • EE/safety tips – 84% • Corp Comm Messages – 76% • Communicating w/ media – 76% • Product/Service promotion – 60% • Customer Engagement – 56% • Direct Customer Service – 46% E Source 2011 Social Media Survey Confidential – do not distribute www.esource.com || © 2012 E Source
  • 35. Managing Customer’s Preferred Contact Channels www.esource.com || © 2012 E Source
  • 36. Preference Centers = Customization Customers can choose  Frequency of contacts from their utility  Contact channels  Communication types 36 www.esource.com || © 2012 E Source
  • 37. Channels and Communication Types  Contact channels  E-mail  Online message center  Outbound phone call  Text message  Communication types  Alerts  Billing  Disconnect notices  Energy usage  Marketing campaigns  Newsletters  Shareholder information 37 www.esource.com || © 2012 E Source
  • 38. 38 www.esource.com || © 2012 E Source
  • 39. Portland General Electric 39 www.esource.com || © 2012 E Source
  • 40. Customer Experience 40 www.esource.com || © 2012 E Source
  • 41. Experiences Happen Everywhere Web Self- Mobile service Social Live media agent Walk-in Utility bill office Customer Marketing IVR material Meter E-mail reader USR Text Chat 41 www.esource.com || © 2012 E Source
  • 42. Customer Experience Management Means … The process of deliberately planning and enhancing all customer interactions with a company to deliver superior service and inspire loyalty. 42 www.esource.com || © 2012 E Source
  • 43. 83 Percent Engage in CEM or Plan to in the Next 12 Months Respondents Engaging in CEM No 17% Yes 83% © E Source 43 www.esource.com || © 2012 E Source
  • 44. Percentages may total more than 100%, as respondents could select more than one response. 44 www.esource.com || © 2012 E Source
  • 45. Organizing Around CEM Respondents Departmental structure (%) We have a small working group devoted to CEM. 36 We don’t have a department or small working group, but we 21 believe that CEM is everyone’s role. We have an official department dedicated to CEM. 18 We use a different organizational structure for CEM than what’s 18 mentioned above. We aren’t currently focusing on CEM, but we plan to do so within 6 the next 12 months. © E Source 45 www.esource.com || © 2012 E Source
  • 46. Leadership Teams Are Cross-Functional 71% use a cross-functional leadership team to guide the utility’s customer focus. Frequency of Meetings On no set schedule 10% More than once/month 15% Monthly 50% Quarterly 25% © E Source 46 www.esource.com || © 2012 E Source
  • 47. 47 www.esource.com || © 2012 E Source
  • 48. Conference Includes Presentations from:  Key Note from Tammy McLeod, Arizona Public Services, Chief Customer Officer and 2010 Chief Customer Officer of the Year  Chris Bevel, Channel Experience Designer, FedEx  Zappos Head Quarters Tour  Zappos Speaker  Caroline MacKool, DTE, Customer Service Strategy  John Lincoln, Customer Experience Leader, Duke Energy  E Source staff presenting survey and benchmarking data  And many other industry professionals Learn more at http://www.esource.com/ucec2012.
  • 49. Questions? 49 www.esource.com || © 2012 E Source
  • 50. For more information Maureen Russolo E Source Director, Customer Experience Services maureen_russolo@esource.com P 303-345-9100 C 313-600-6687 50 www.esource.com || © 2012 E Source

Notes de l'éditeur

  1. Twitter (2010):1001 –2000 = 21%2001 – 3000 = 10%3001+ = 10%Facebook (2010):1 – 500 = 42%501 – 1000 = 14%1001 –2000 = 10%2001+ = 5%
  2. Twitter (2010):1001 –2000 = 21%2001 – 3000 = 10%3001+ = 10%Facebook (2010):1 – 500 = 42%501 – 1000 = 14%1001 –2000 = 10%2001+ = 5%
  3. Twitter (2010):1001 –2000 = 21%2001 – 3000 = 10%3001+ = 10%Facebook (2010):1 – 500 = 42%501 – 1000 = 14%1001 –2000 = 10%2001+ = 5%
  4. .