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Implementing a Successful AI
Strategy-AI/ML strategies to
optimize service delivery
Presented by
Casey Steenport
NA Head of Commercial Solution
Engineering
AI Enthusiast, Beekeeper, Hiker
2010
Founded
$308M
LTM Revenue
49%
LTM Revenue Growth
4300
Employees
Award Winning
Top 10 Forbes Cloud
~52,500
Total Customers
Freshworks at a glance
*LTM Financial data and other metrics as of June 30, 2021, Employee data as of July 31st, 2021
A Modern CIO’s Pain Points
Service Management for Modern Enterprises
Copyright Freshworks Inc. 2020 Freshworks Inc. Confidential and Proprietary Information
From being an IT expert to becoming a
strategic partner to deliver business needs
Do more with less: Run business without
disruption while keeping an eye on the growth
Manage evolving workforce: Tackle demands of
the workforce that ranges from digital basics to
digital natives
Evolve into next-gen service management:
Avoid inefficiencies caused by ITSM solutions
and keep TCO & ROI under check
Why Artificial Intelligence,
machine learning and
automation are here to stay
Practical persona driven AI/ML
strategies to transform your
employee experience.
Key Takeaways
By 2022, 70% of employee interactions will involve
emerging technologies such as machine learning applications,
chatbots, virtual agents and predictive analytics...
What is Artificial Intelligence vs Machine Learning vs Bots
AI
ML
AI, ML and Bots are not the same. The terms cannot be used interchangeably
EX Transformation Leveraging Persona Driven AI/ML
EX Transformation
Employees
Helpdesk Agents
Leaders
Make it easy to do business
Proactive support
Create Value
Take effort out of work
Improve productivity
Create EX champions
Create actionable insights
Build a predictable business
Improve Employee Retention
The Freshworks Philosophy
Artificial + Human Intelligence =
Exceptional Employee Experience
We are not looking to replace human workers with AI. We are looking to augment human workers
with AI to take the mundane tasks out of their workflow, thereby creating time for them to
perform higher value tasks and provide exceptional EX
Employees today expect effortless experiences...
Personalized service, wherever they are, without wait times
Conversational
self-service is the
new norm in
customer service
Up to 15x spike in
helpdesk volumes
due to Covid-19*
60% of employees
prefer self-service
over other channels
56% expect IT
support in company
collaboration
channels
67% of users expect prompt
responses to typical
requests
Just 1% of employees
feel that helpdesk
consistently meet their
expectations
* Source: Freshworks customer data
Strategy 1: Focus on Employee-facing AI
ZERO CONTACT RESOLUTION
Reducing employee friction by getting
them to resolve problems themselves
Measured by increase in
deflection rates
Bring new agents up
to speed allow them
to learn on the job
Auto-create tickets
Generate and route tickets
from Slack and MS Teams
automatically.
Suggest responses
Help agents with content and
“next best” suggestions to speed
up ticket resolution
Measure
Track the performance of
your IT automation efforts
with in-depth reports
Use AI-powered
insights to identify
gaps that can be filled
to improve your
metrics
Employee-facing AI Agent-facing AI Freddy Analytics
Optimize
Deflect
Use AI to
connect employees
to answers across
multiple channels
such as email, slack
and MS Teams
Engage
Follow up these answers
with intent-based bot
conversations that engage
and delight employees
Onboard & train agents Triage tickets
Automatically triage incoming
tickets and ensure that each
ticket reaches the right
helpdesk agent
Execute processes
Drastically reduce the
time spent on executing
repetitive backend
processes to free up
agents’ time
AI/ML works across the lifecycle of an employee query
Helpdesk Agents need help in delivering superior EX
Less busy work, more productive work
AI productivity
tools for
employees is not
an option anymore
Productivity losses due to
remote support operations
51% of employees without AI
indicate they spend most of
their time on mundane tasks
52% of employee feel their
company isn’t doing enough
to prevent burnout
Strategy 2: Focus on Employee-facing AI
HYPER AUTOMATION
Automate repetitive tasks to enhance
helpdesk productivity and happiness
Measured by decrease in
average handle time
Bring new agents up
to speed allow them
to learn on the job
Auto-create tickets
Generate and route tickets
from Slack and MS Teams
automatically.
Suggest responses
Help agents with content and
“next best” suggestions to speed
up ticket resolution
Measure
Track the performance of
your IT automation efforts
with in-depth reports
Use AI-powered
insights to identify
gaps that can be filled
to improve your
metrics
Employee-facing AI Agent-facing AI Freddy Analytics
Optimize
Deflect
Use AI to
connect employees
to answers across
multiple channels
such as email, slack
and MS Teams
Engage
Follow up these answers
with intent-based bot
conversations that engage
and delight employees
Onboard & train agents Triage tickets
Automatically triage incoming
tickets and ensure that each
ticket reaches the right
helpdesk agent
Execute processes
Drastically reduce the
time spent on executing
repetitive backend
processes to free up
agents’ time
AI/ML works across the lifecycle of an employee query
Strategy 3: Leaders focus on Optimization
OPTIMIZATION
Track performance of EX AI/ML processes
to identify gaps and optimize.
Measured by decreased helpdesk
effort score & improved employee
satisfaction
The need to
provide consistent
and superior EX is
driving investment
in AI
AI is expected to power 75%
of all employee interactions
by 2025
Use of AI by helpdesk teams is
projected to increase by 143% over
the next 18 months
60% of service leaders already
use AI in EX or plan to do
so this year
EX automation is predicted to be
the one of the highest AI
use-case by global investment
this year
Leaders need help optimizing EX
Less work deriving insights, more actionable insights
Bring new agents up
to speed allow them
to learn on the job
Auto-create tickets
Generate and route tickets
from Slack and MS Teams
automatically.
Suggest responses
Help agents with content and
“next best” suggestions to speed
up ticket resolution
Measure
Track the performance of
your IT automation efforts
with in-depth reports
Use AI-powered
insights to identify
gaps that can be filled
to improve your
metrics
Employee-facing AI Agent-facing AI Freddy Analytics
Optimize
Deflect
Use AI to
connect employees
to answers across
multiple channels
such as email, slack
and MS Teams
Engage
Follow up these answers
with intent-based bot
conversations that engage
and delight employees
Onboard & train agents Triage tickets
Automatically triage incoming
tickets and ensure that each
ticket reaches the right
helpdesk agent
Execute processes
Drastically reduce the
time spent on executing
repetitive backend
processes to free up
agents’ time
AI/ML works across the lifecycle of an employee query
Freshservice is an Intelligent, right-sized service management
solution for your digital transformation journey
Extensible: Enabling enterprise-grade
integrations with a marketplace approach,
built on an open and secure platform
Intelligent: Providing agility through AI to
create contextual and intelligent service
delivery
Intuitive: Delivering end-to-end,
consumer-grade, end-user and employee
experience
‘Partner-like’ engagement model:
Ensuring customer success by being their
trusted partners
Please email any questions to
casey.steenport@freshworks.com
Thank
you!
Service Delivery: When is the Right Time to Deploy Your AI

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Service Delivery: When is the Right Time to Deploy Your AI

  • 1.
  • 2.
  • 3.
  • 4.
  • 5. Implementing a Successful AI Strategy-AI/ML strategies to optimize service delivery Presented by Casey Steenport NA Head of Commercial Solution Engineering AI Enthusiast, Beekeeper, Hiker
  • 6. 2010 Founded $308M LTM Revenue 49% LTM Revenue Growth 4300 Employees Award Winning Top 10 Forbes Cloud ~52,500 Total Customers Freshworks at a glance *LTM Financial data and other metrics as of June 30, 2021, Employee data as of July 31st, 2021
  • 7. A Modern CIO’s Pain Points Service Management for Modern Enterprises Copyright Freshworks Inc. 2020 Freshworks Inc. Confidential and Proprietary Information From being an IT expert to becoming a strategic partner to deliver business needs Do more with less: Run business without disruption while keeping an eye on the growth Manage evolving workforce: Tackle demands of the workforce that ranges from digital basics to digital natives Evolve into next-gen service management: Avoid inefficiencies caused by ITSM solutions and keep TCO & ROI under check
  • 8. Why Artificial Intelligence, machine learning and automation are here to stay Practical persona driven AI/ML strategies to transform your employee experience. Key Takeaways
  • 9. By 2022, 70% of employee interactions will involve emerging technologies such as machine learning applications, chatbots, virtual agents and predictive analytics...
  • 10. What is Artificial Intelligence vs Machine Learning vs Bots AI ML AI, ML and Bots are not the same. The terms cannot be used interchangeably
  • 11. EX Transformation Leveraging Persona Driven AI/ML EX Transformation Employees Helpdesk Agents Leaders Make it easy to do business Proactive support Create Value Take effort out of work Improve productivity Create EX champions Create actionable insights Build a predictable business Improve Employee Retention
  • 12. The Freshworks Philosophy Artificial + Human Intelligence = Exceptional Employee Experience We are not looking to replace human workers with AI. We are looking to augment human workers with AI to take the mundane tasks out of their workflow, thereby creating time for them to perform higher value tasks and provide exceptional EX
  • 13. Employees today expect effortless experiences... Personalized service, wherever they are, without wait times
  • 14. Conversational self-service is the new norm in customer service Up to 15x spike in helpdesk volumes due to Covid-19* 60% of employees prefer self-service over other channels 56% expect IT support in company collaboration channels 67% of users expect prompt responses to typical requests Just 1% of employees feel that helpdesk consistently meet their expectations * Source: Freshworks customer data
  • 15. Strategy 1: Focus on Employee-facing AI ZERO CONTACT RESOLUTION Reducing employee friction by getting them to resolve problems themselves Measured by increase in deflection rates
  • 16. Bring new agents up to speed allow them to learn on the job Auto-create tickets Generate and route tickets from Slack and MS Teams automatically. Suggest responses Help agents with content and “next best” suggestions to speed up ticket resolution Measure Track the performance of your IT automation efforts with in-depth reports Use AI-powered insights to identify gaps that can be filled to improve your metrics Employee-facing AI Agent-facing AI Freddy Analytics Optimize Deflect Use AI to connect employees to answers across multiple channels such as email, slack and MS Teams Engage Follow up these answers with intent-based bot conversations that engage and delight employees Onboard & train agents Triage tickets Automatically triage incoming tickets and ensure that each ticket reaches the right helpdesk agent Execute processes Drastically reduce the time spent on executing repetitive backend processes to free up agents’ time AI/ML works across the lifecycle of an employee query
  • 17. Helpdesk Agents need help in delivering superior EX Less busy work, more productive work
  • 18. AI productivity tools for employees is not an option anymore Productivity losses due to remote support operations 51% of employees without AI indicate they spend most of their time on mundane tasks 52% of employee feel their company isn’t doing enough to prevent burnout
  • 19. Strategy 2: Focus on Employee-facing AI HYPER AUTOMATION Automate repetitive tasks to enhance helpdesk productivity and happiness Measured by decrease in average handle time
  • 20. Bring new agents up to speed allow them to learn on the job Auto-create tickets Generate and route tickets from Slack and MS Teams automatically. Suggest responses Help agents with content and “next best” suggestions to speed up ticket resolution Measure Track the performance of your IT automation efforts with in-depth reports Use AI-powered insights to identify gaps that can be filled to improve your metrics Employee-facing AI Agent-facing AI Freddy Analytics Optimize Deflect Use AI to connect employees to answers across multiple channels such as email, slack and MS Teams Engage Follow up these answers with intent-based bot conversations that engage and delight employees Onboard & train agents Triage tickets Automatically triage incoming tickets and ensure that each ticket reaches the right helpdesk agent Execute processes Drastically reduce the time spent on executing repetitive backend processes to free up agents’ time AI/ML works across the lifecycle of an employee query
  • 21. Strategy 3: Leaders focus on Optimization OPTIMIZATION Track performance of EX AI/ML processes to identify gaps and optimize. Measured by decreased helpdesk effort score & improved employee satisfaction
  • 22. The need to provide consistent and superior EX is driving investment in AI AI is expected to power 75% of all employee interactions by 2025 Use of AI by helpdesk teams is projected to increase by 143% over the next 18 months 60% of service leaders already use AI in EX or plan to do so this year EX automation is predicted to be the one of the highest AI use-case by global investment this year
  • 23. Leaders need help optimizing EX Less work deriving insights, more actionable insights
  • 24. Bring new agents up to speed allow them to learn on the job Auto-create tickets Generate and route tickets from Slack and MS Teams automatically. Suggest responses Help agents with content and “next best” suggestions to speed up ticket resolution Measure Track the performance of your IT automation efforts with in-depth reports Use AI-powered insights to identify gaps that can be filled to improve your metrics Employee-facing AI Agent-facing AI Freddy Analytics Optimize Deflect Use AI to connect employees to answers across multiple channels such as email, slack and MS Teams Engage Follow up these answers with intent-based bot conversations that engage and delight employees Onboard & train agents Triage tickets Automatically triage incoming tickets and ensure that each ticket reaches the right helpdesk agent Execute processes Drastically reduce the time spent on executing repetitive backend processes to free up agents’ time AI/ML works across the lifecycle of an employee query
  • 25. Freshservice is an Intelligent, right-sized service management solution for your digital transformation journey Extensible: Enabling enterprise-grade integrations with a marketplace approach, built on an open and secure platform Intelligent: Providing agility through AI to create contextual and intelligent service delivery Intuitive: Delivering end-to-end, consumer-grade, end-user and employee experience ‘Partner-like’ engagement model: Ensuring customer success by being their trusted partners
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  • 30. Please email any questions to casey.steenport@freshworks.com Thank you!