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MICROSOFT BREAKOUT
SESSION



January 10, 2012




                   ©2012 Aspect Software, Inc. All rights reserved.
Building Customer Relationships Leveraging a Combination of
    Customer Contact Software and Microsoft Platforms / Services




2                         ©2012 Aspect Software, Inc. All rights reserved.
Aspect/Microsoft Strategic Alliance

    – Global strategic alliance executed
      in March 2008 and mutually renewable
      annually thereafter
    – Ongoing collaboration on R&D, training, sales and marketing
    – Aspect contributes next-generation customer contact solutions and Microsoft
      contributes call center management and UCC platforms
    – Shared vision for enabling enterprise communications
    – Jointly marketing next-generation
      customer contact solutions in
      Aspect’s installed base and
      beyond
    – Strengthens both Aspect and
      Microsoft against other unified
      communications and contact
      center offerings




3                                  ©2012 Aspect Software, Inc. All rights reserved.
Aspect Helps Complete the Microsoft UC Portfolio




4                          ©2012 Aspect Software, Inc. All rights reserved.
Why Contact Centers are important
     ─ Heart of the enterprise - Service,
       Sales & Collections
     ─ 10% - 50% of available Lync seats at
       B2C Fortune 500 companies can be
       contact center seats
     ─ UC in the contact center is a new,
       untapped growing opportunity
     ─ Eight million available global positions
     ─ Eliminates a deal blocker
                                                                                      100s of millions of customer
         ─ Strategic decisions about unified                                           transactions per company
           communications need to include the
           contact center




5                                  ©2012 Aspect Software, Inc. All rights reserved.
Aspect Solutions Generate Significant
    Microsoft Pull-through
                             Solutions
      Media Server                 Lync 2010

      Email Connectivity           Exchange 2010 (SP1)

      Authentication               Active Directory
      Web, Expert Search
                                   SharePoint 2010
      and Content Management
      Front Office Application   v Microsoft Dynamics CRM
      Operating System             Windows Server 2008 R2

      Database                     SQL Server 2008
                                   Windows Workflow
      IVR Functionality
                                  Foundation
      Agent and Supervisor
                                   Silverlight
      Applications


6                                 ©2012 Aspect Software, Inc. All rights reserved.
Aspect Offers Solutions for Small and Enterprise
    Contact Centers



                    Significant Opportunity
                    to Scale Lync Business
                    Next-Generation Contact Center
                    Platforms Built for Lync




                        Small                Enterprise
               Contact Center Solution Contact Center Solution
                  Up to 100 Seats        100 – 50,000 Seats



7                             ©2012 Aspect Software, Inc. All rights reserved.
Solutions for the Contact Center



                                          Aspect® Unified IP® 7                     Aspect® Contact™ 2011
    Significant Opportunity to    Enterprise Class Contact                          Ideal for Small Contact
      Scale Lync Business            Center Solution for                            Centers and Help Desk
                                      Customer Service,                                    Scenarios
    Next-Generation Contact       Collections, and Telesales
     Center Platforms Built                                                            Up to 100 Seats
           for Lync                 Ideal for Mission-Critical
                                        Contact Centers

                                          Scales to Tens of
                                         Thousands of Seats




8                                ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Contact™ 2011




9
                        ©2012 Aspect Software, Inc. All rights reserved.
Small Contact Center Solution – The Opportunity


                                                                                 Clients wanting
                                                                                   to leverage
                                                                                    their Lync
                         Prospects                                               strategies and
                                                                                  investments
                           – IT Help Desks
                           – Small-Scale Sales,
     Microsoft-centric       Service and Support
        companies            Departments
                           – Corporate Departments
                             and Branch Offices




10                            ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Contact™

                                                                                  Streamline operations
     Best with Lync
                                                                                  and optimize
     • High quality voice,                                                        customer
       instant messaging                                                          interactions
       and email integration




Turnkey Deployment/
No Surprises                                                                      Best-in-Class Customer
• Deploy within hours                                                             Contact Technology
• Easy to use, install                                                            • Multimedia routing
  and support                                                                       and queuing
• Skill requirements                                                              • Real-time and
  on par with Lync                                                                  historical reporting



11                             ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Contact™




     Hi this is Christina how can I help you today?

     I’d like to set up an auto pay on my mortgage.
     Can you help?

     Of course, here is a link to the form you will
     need abcfinancial.com/autopay




12                                                    ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Contact™ 2011
      ─ Solution Framework
        ─ Aspect® Unified IP® with Microsoft Lync 2010
        ─ Leverage Microsoft Lync 2010 as media server
        ─ System size: up to 100 seats

      ─ Capabilities
        ─ Inbound voice, click to dial for outbound, reporting, expert Search
        ─ Multimedia agent desktop fully integrated to Lync 2010
        ─ IM, expert resource presence, voice mail, auto attendant from
           Microsoft Lync 2010

      ─ Deployment Model
        ─ Single server solution, virtualized using Hyper-V
        ─ Turnkey offering, pre-installed with images
        ─ Default provisioning rules built-in to enable ―turn on and use‖




13                                 ©2012 Aspect Software, Inc. All rights reserved.
Highly Flexible Interaction and Collaboration Experience




     Leverage Lync within the Contact Center and the Enterprise
     ─ Contact center agents are empowered ─ Use application sharing, desktop
       to IM supervisors, managers, and other sharing, conferencing and video from
       team members to increase service and   Microsoft Lync to increase productivity
       first call resolution                  and service
     ─ Receive incoming IM communications
       from customers and partners


14                                ©2012 Aspect Software, Inc. All rights reserved.
Highly Simplified Administrator UI Using Microsoft




15                         ©2012 Aspect Software, Inc. All rights reserved.
16   ©2012 Aspect Software, Inc. All rights reserved.
17   ©2012 Aspect Software, Inc. All rights reserved.
18   ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Contact™ 2011 Demo




19
                    ©2012 Aspect Software, Inc. All rights reserved.
Enterprise Contact Center Solution
Aspect® Unified IP®



>100 Seats




                       ©2012 Aspect Software, Inc. All rights reserved.
Where are the Enterprise Contact Center Opportunities?


                          Industries
            Company
                           – Financial Services
               Size
                             (banking, mortgage)
            (Revenue)
           >=$1 Billion    – Healthcare (payers)
                           – Insurance
                           – Telco
                           – Outsourcers                                          # of
                                                                                Desktops
                           – Retail
                                                                                = >1,000
                           – Airlines/Travel
                           – Any large firm with a
                             collections group



21                           ©2012 Aspect Software, Inc. All rights reserved.
Enterprise Contact Center Challenge
     Improve Operational Results




22                           ©2012 Aspect Software, Inc. All rights reserved.
Enterprise Contact Center Challenge
     Create differentiation to maintain competitive advantage

        ISP’s/                                                                                 Banks/
       Wireless        Hotels        Airlines                 Insurance                     Credit Issuers   Healthcare       Retail
       Carriers




     New mobile    Reservation/    Flight/Gate                 Claims                       Credit Card       Rx recall/      Order
       device/                        status                 processing                                      interaction    fulfillment
                   Cancellation                                                             /Mortgage           alerts
        billing                     updates                    status                                                         status
                   confirmations                                                            processing
     information                                                                              status          Disease
                                      Flight                                                                                 Return
                                   cancellation/               Invoice                                        Mgt Info
       Service      Upcoming                                                                                               processing
                                    rebooking                processing                        Fraud
      activation     stay info                                  status                                       Insurance/    notification
                                    notification                                               alerts          invoice
     information
                                                                                                             processing    Contextual
                    Post-Stay         Ticket                   Annual                         Overdraft         status
     Technician                     purchase                                                                                 product
                     Survey                                  enrollment                      protection
      dispatch                     confirmation                                                              Enrollment      interest
                                                             processing                      notification                  notifications
                                                                                                               claims
       Outage                      Emergency                                                                 processing
     information                                                                                               status


23                                       ©2012 Aspect Software, Inc. All rights reserved.
Enterprise Contact Center Opportunity
     Unite the enterprise with the contact center to meet new demands




24                            ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Unified IP® 7 - Enterprise Contact Center Solution
     ─ Greater than 100 contact center seats
     ─ Built for Lync
     ─ Multichannel
     ─ Proven + Reliable = 1,000+ deployments
     ─ Leverages Microsoft product platforms




     ─ Wide Range of Third Party Accolades and Awards




25                                ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Unified IP® 7
     Next Generation Enterprise Contact Center Solution

                                                           Aspect® Unified IP® 7
                                                           — Powers customer contact applications:
                                                             Seamless Customer Service™, Unified
                                                             Proactive Contact, Blended Interaction™
                                                           — Enables customer interactions across
                                                             channels
                                                           — Facilitates proactive contact
                                                           — Delivers seamless customer experience
                                                             from self service to live agent
                                                           — Unifies management, administration,
                                                             routing and reporting
                                                           — Extends to the enterprise with Unified
                                                             Communications and Collaboration




26                            ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Unified IP® 7
     Unified Command and Control® delivers visibility and control

                    Central management and administration
 Enterprise                                                                       Enterprise
 Administration                                                                   Routing




 Enterprise                                                                       Enterprise
 Reporting                                                                        Campaign
                                                                                  Management




27                             ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Unified IP 7®
     Lync and SharePoint integration improves customer experience

                                                       Uses Microsoft Lync and SharePoint
                                                       to Increase Collaboration Between
                                                       the Contact Center and the Enterprise
                                                           – Access IM, Presence, Video, and
                                                             Collaboration capabilities in addition to
                                                             contact center functions
                                                           – Handle non-contact center calls from
                                                             Microsoft Lync within the same Unified
                                                             Agent Desktop
                                                           – ―Find the expert‖ with search from
                                                              Microsoft SharePoint 2010




28                              ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Unified IP 7®
     Collaboration capabilities increase productivity and improve service




     Leverage Lync within the Contact Center and the Enterprise
      – Contact center agents are empowered                     – Use application sharing, desktop sharing,
        to IM supervisors, managers, and other                    conferencing and video from Microsoft
        team members to improve customer                          Lync to increase productivity and meet
        experience and first call resolution                      new customer demands
      – Receive incoming IM communications
        from customers and partners


29                                    ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Unified IP® 7
     Empowered agents resolve customer issues quickly
                                                                                                          I can take care of
                                                                                                               Let me check
                                                                                          This is Jenn, how that for you.
                                                                                                              with your Plan
                                                                                           may I help you?
                                                                                                                Provider…




             PSTN

                    Hi, I’m wondering if I
                    can move my active
                     401(k) to an IRA?
                           Yes, he’s eligible.




                                   Federated
                                    Partner
                                Thank you for
                              calling ABC Corp.
                                Press 1 for…



30                                     ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Unified IP® 7
     Dynamics CRM integration improves personalization and proactive
     contact strategies




            Tasks


          Information


           Process




31                              ©2012 Aspect Software, Inc. All rights reserved.
32   ©2012 Aspect Software, Inc. All rights reserved.
33   ©2012 Aspect Software, Inc. All rights reserved.
34   ©2011 Aspect Software, Inc. All rights reserved.
Advanced Capabilities found in Aspect® Unified IP® 7
      – Automated Outbound Dialing / SMS / Email
      – High Volume List Management
      – Enterprise Multi-Node Deployment Model
      – Scalability of up to 1500 Agents /Node
      – Enterprise Wide Reporting
      – Multi-Node Network Routing
      – Advanced CTI Integration Capabilities
      – Integrated Call Recording and Screen Capture
      – Advanced Skills Based Routing of Interactions to Agents




                                             Aspect Unified IP

35                                   ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Workforce Optimization




36
                      ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Workforce Optimization

                                                             Comprehensive Workforce
                                                             Optimization Solution

                                                                      ‒       Industry-leading Workforce
                                                                              Management
                                                                      ‒       Quality Management
                                                                      ‒       Performance Management
                                                                      ‒       Speech Analytics
                                                                      ‒       Desktop Analytics
                                                                      ‒       Surveys
                                                                      ‒       eLearning

                                                             Leverages Microsoft Stack
                                                                ‒ SQL Server
                                                                ‒ Lync for click-to-communicate
                                                                ‒ Outlook



37                         ©2012 Aspect Software, Inc. All rights reserved.
Aspect® Workforce Optimization
     — Comprehensive solutions for….
         — Customer Service- inbound
           calls, emails, chats, faxes, social
           media, etc
                                                                                           Consumers
         — Sales & Collections -
           Right Party Connection
           percentages
         — Multi-skill & blended –                                                                     Experts
           Staff for employees that do
           multiple things throughout the
           day                                                                             Contact
                                                                                           Center
         — Back office – tasks with
           longer response times,
           like operational processes ,                                                                Back
                                                                                                       Office
           billing disputes, tax compliance
           etc.



                                                        UNIFIED COMMUNICATIONS AND COLLABORATION


38                                      ©2012 Aspect Software, Inc. All rights reserved.
Workforce Management

     ─ Forecasting/Strategic Planning
        ─ Inbound, Outbound, Blended, Multiskill, Multichannel
        ─ Automated contact and activity pattern updates
        ─ Powerful scenario planning
     ─ Scheduling
        ─ Template based & preference based scheduling
        ─ Unlimited trial schedules
     ─ Tracking Intraday Management
        ─ Track forecast vs. actual performance
        ─ Re-forecasting & Intraday scenario planning
        ─ Schedule Optimizers
     ─ Enhancement Packages
        ─   Historical & real-time schedule adherence
        ─   Web and IVR schedule access for employees & supervisors
        ─   Automatic notification of schedule changes, requests and trades
        ─   Automated seat assignment and intraday management


39                                     ©2012 Aspect Software, Inc. All rights reserved.
Quality Management

     ─ Record
        ─   100% optional full time logging
        ─   On demand recording (Agent or Supervisor)
        ─   Business rules based recording
        ─   Record calls and agent screens
        ─   Encryption and security features that enable you to meet
            PCI DSS compliance standards
     ─ Score
        ─ Evaluate agent performance and embed
          coaching
        ─ Customer scoring of transaction
        ─ Flexible scorecard development to meet
          your unique business goals
     ─ Analyze
        ─ Full set of out of the box reports
        ─ Speech analytics
        ─ Integrated eLearning and coaching workflows

40                                     ©2012 Aspect Software, Inc. All rights reserved.
Performance Management

     ─ Role-based Intuitive Dashboards
        ─ Homepages, Scorecards, Reports, Graphs
        ─ Pivots, self-service analytics; quartile segmentation
     ─ Automated & Data-Driven Alerts &
       Workflows
        ─ Automated alert notifications of defined condition
          occurrences (e.g. under performing)
     ─ Agent coaching
        ─ Coaching forms automatically initiated based on
          performance thresholds
        ─ Agents track performance throughout
          review period and self correct
     ─ Understand & Drive:
        ─   Attainment to goals
        ─   Trending information
        ─   Cause & Effect
        ─   Champion/Challenger Strategies
        ─   Impact across data sources


41                                         ©2012 Aspect Software, Inc. All rights reserved.   41
Leveraging Lync to Communications Enable WFO Processes

     Click to communicate to quickly resolve service
     level issues




42                               ©2012 Aspect Software, Inc. All rights reserved.
Integration with Exchange Server

     — Generate and Optimize Agent
       schedules in Aspect® Workforce
       Management

     — Deliver Automatically to Agent’s
       Exchange calendar via
       communication with Exchange
       Web Services

     — Automatically generate notification
       emails when schedules change,
       trades are accepted, or vacation
       requests are processed.




43                                  ©2012 Aspect Software, Inc. All rights reserved.
Promote Smarter Interactions



           Synthesize Intelligence                                                      Put Learning into Action


                               Put Learning into Context




44                                   ©2012 Aspect Software, Inc. All rights reserved.
Aspect Solutions With Microsoft Technology Stack




45                    ©2012 Aspect Software, Inc. All rights reserved.
aspect.com




             ©2012 Aspect Software, Inc. All rights reserved.

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Aspect & Microsoft

  • 1. MICROSOFT BREAKOUT SESSION January 10, 2012 ©2012 Aspect Software, Inc. All rights reserved.
  • 2. Building Customer Relationships Leveraging a Combination of Customer Contact Software and Microsoft Platforms / Services 2 ©2012 Aspect Software, Inc. All rights reserved.
  • 3. Aspect/Microsoft Strategic Alliance – Global strategic alliance executed in March 2008 and mutually renewable annually thereafter – Ongoing collaboration on R&D, training, sales and marketing – Aspect contributes next-generation customer contact solutions and Microsoft contributes call center management and UCC platforms – Shared vision for enabling enterprise communications – Jointly marketing next-generation customer contact solutions in Aspect’s installed base and beyond – Strengthens both Aspect and Microsoft against other unified communications and contact center offerings 3 ©2012 Aspect Software, Inc. All rights reserved.
  • 4. Aspect Helps Complete the Microsoft UC Portfolio 4 ©2012 Aspect Software, Inc. All rights reserved.
  • 5. Why Contact Centers are important ─ Heart of the enterprise - Service, Sales & Collections ─ 10% - 50% of available Lync seats at B2C Fortune 500 companies can be contact center seats ─ UC in the contact center is a new, untapped growing opportunity ─ Eight million available global positions ─ Eliminates a deal blocker 100s of millions of customer ─ Strategic decisions about unified transactions per company communications need to include the contact center 5 ©2012 Aspect Software, Inc. All rights reserved.
  • 6. Aspect Solutions Generate Significant Microsoft Pull-through Solutions Media Server Lync 2010 Email Connectivity Exchange 2010 (SP1) Authentication Active Directory Web, Expert Search SharePoint 2010 and Content Management Front Office Application v Microsoft Dynamics CRM Operating System Windows Server 2008 R2 Database SQL Server 2008 Windows Workflow IVR Functionality Foundation Agent and Supervisor Silverlight Applications 6 ©2012 Aspect Software, Inc. All rights reserved.
  • 7. Aspect Offers Solutions for Small and Enterprise Contact Centers Significant Opportunity to Scale Lync Business Next-Generation Contact Center Platforms Built for Lync Small Enterprise Contact Center Solution Contact Center Solution Up to 100 Seats 100 – 50,000 Seats 7 ©2012 Aspect Software, Inc. All rights reserved.
  • 8. Solutions for the Contact Center Aspect® Unified IP® 7 Aspect® Contact™ 2011 Significant Opportunity to Enterprise Class Contact Ideal for Small Contact Scale Lync Business Center Solution for Centers and Help Desk Customer Service, Scenarios Next-Generation Contact Collections, and Telesales Center Platforms Built Up to 100 Seats for Lync Ideal for Mission-Critical Contact Centers Scales to Tens of Thousands of Seats 8 ©2012 Aspect Software, Inc. All rights reserved.
  • 9. Aspect® Contact™ 2011 9 ©2012 Aspect Software, Inc. All rights reserved.
  • 10. Small Contact Center Solution – The Opportunity Clients wanting to leverage their Lync Prospects strategies and investments – IT Help Desks – Small-Scale Sales, Microsoft-centric Service and Support companies Departments – Corporate Departments and Branch Offices 10 ©2012 Aspect Software, Inc. All rights reserved.
  • 11. Aspect® Contact™ Streamline operations Best with Lync and optimize • High quality voice, customer instant messaging interactions and email integration Turnkey Deployment/ No Surprises Best-in-Class Customer • Deploy within hours Contact Technology • Easy to use, install • Multimedia routing and support and queuing • Skill requirements • Real-time and on par with Lync historical reporting 11 ©2012 Aspect Software, Inc. All rights reserved.
  • 12. Aspect® Contact™ Hi this is Christina how can I help you today? I’d like to set up an auto pay on my mortgage. Can you help? Of course, here is a link to the form you will need abcfinancial.com/autopay 12 ©2012 Aspect Software, Inc. All rights reserved.
  • 13. Aspect® Contact™ 2011 ─ Solution Framework ─ Aspect® Unified IP® with Microsoft Lync 2010 ─ Leverage Microsoft Lync 2010 as media server ─ System size: up to 100 seats ─ Capabilities ─ Inbound voice, click to dial for outbound, reporting, expert Search ─ Multimedia agent desktop fully integrated to Lync 2010 ─ IM, expert resource presence, voice mail, auto attendant from Microsoft Lync 2010 ─ Deployment Model ─ Single server solution, virtualized using Hyper-V ─ Turnkey offering, pre-installed with images ─ Default provisioning rules built-in to enable ―turn on and use‖ 13 ©2012 Aspect Software, Inc. All rights reserved.
  • 14. Highly Flexible Interaction and Collaboration Experience Leverage Lync within the Contact Center and the Enterprise ─ Contact center agents are empowered ─ Use application sharing, desktop to IM supervisors, managers, and other sharing, conferencing and video from team members to increase service and Microsoft Lync to increase productivity first call resolution and service ─ Receive incoming IM communications from customers and partners 14 ©2012 Aspect Software, Inc. All rights reserved.
  • 15. Highly Simplified Administrator UI Using Microsoft 15 ©2012 Aspect Software, Inc. All rights reserved.
  • 16. 16 ©2012 Aspect Software, Inc. All rights reserved.
  • 17. 17 ©2012 Aspect Software, Inc. All rights reserved.
  • 18. 18 ©2012 Aspect Software, Inc. All rights reserved.
  • 19. Aspect® Contact™ 2011 Demo 19 ©2012 Aspect Software, Inc. All rights reserved.
  • 20. Enterprise Contact Center Solution Aspect® Unified IP® >100 Seats ©2012 Aspect Software, Inc. All rights reserved.
  • 21. Where are the Enterprise Contact Center Opportunities? Industries Company – Financial Services Size (banking, mortgage) (Revenue) >=$1 Billion – Healthcare (payers) – Insurance – Telco – Outsourcers # of Desktops – Retail = >1,000 – Airlines/Travel – Any large firm with a collections group 21 ©2012 Aspect Software, Inc. All rights reserved.
  • 22. Enterprise Contact Center Challenge Improve Operational Results 22 ©2012 Aspect Software, Inc. All rights reserved.
  • 23. Enterprise Contact Center Challenge Create differentiation to maintain competitive advantage ISP’s/ Banks/ Wireless Hotels Airlines Insurance Credit Issuers Healthcare Retail Carriers New mobile Reservation/ Flight/Gate Claims Credit Card Rx recall/ Order device/ status processing interaction fulfillment Cancellation /Mortgage alerts billing updates status status confirmations processing information status Disease Flight Return cancellation/ Invoice Mgt Info Service Upcoming processing rebooking processing Fraud activation stay info status Insurance/ notification notification alerts invoice information processing Contextual Post-Stay Ticket Annual Overdraft status Technician purchase product Survey enrollment protection dispatch confirmation Enrollment interest processing notification notifications claims Outage Emergency processing information status 23 ©2012 Aspect Software, Inc. All rights reserved.
  • 24. Enterprise Contact Center Opportunity Unite the enterprise with the contact center to meet new demands 24 ©2012 Aspect Software, Inc. All rights reserved.
  • 25. Aspect® Unified IP® 7 - Enterprise Contact Center Solution ─ Greater than 100 contact center seats ─ Built for Lync ─ Multichannel ─ Proven + Reliable = 1,000+ deployments ─ Leverages Microsoft product platforms ─ Wide Range of Third Party Accolades and Awards 25 ©2012 Aspect Software, Inc. All rights reserved.
  • 26. Aspect® Unified IP® 7 Next Generation Enterprise Contact Center Solution Aspect® Unified IP® 7 — Powers customer contact applications: Seamless Customer Service™, Unified Proactive Contact, Blended Interaction™ — Enables customer interactions across channels — Facilitates proactive contact — Delivers seamless customer experience from self service to live agent — Unifies management, administration, routing and reporting — Extends to the enterprise with Unified Communications and Collaboration 26 ©2012 Aspect Software, Inc. All rights reserved.
  • 27. Aspect® Unified IP® 7 Unified Command and Control® delivers visibility and control Central management and administration Enterprise Enterprise Administration Routing Enterprise Enterprise Reporting Campaign Management 27 ©2012 Aspect Software, Inc. All rights reserved.
  • 28. Aspect® Unified IP 7® Lync and SharePoint integration improves customer experience Uses Microsoft Lync and SharePoint to Increase Collaboration Between the Contact Center and the Enterprise – Access IM, Presence, Video, and Collaboration capabilities in addition to contact center functions – Handle non-contact center calls from Microsoft Lync within the same Unified Agent Desktop – ―Find the expert‖ with search from Microsoft SharePoint 2010 28 ©2012 Aspect Software, Inc. All rights reserved.
  • 29. Aspect® Unified IP 7® Collaboration capabilities increase productivity and improve service Leverage Lync within the Contact Center and the Enterprise – Contact center agents are empowered – Use application sharing, desktop sharing, to IM supervisors, managers, and other conferencing and video from Microsoft team members to improve customer Lync to increase productivity and meet experience and first call resolution new customer demands – Receive incoming IM communications from customers and partners 29 ©2012 Aspect Software, Inc. All rights reserved.
  • 30. Aspect® Unified IP® 7 Empowered agents resolve customer issues quickly I can take care of Let me check This is Jenn, how that for you. with your Plan may I help you? Provider… PSTN Hi, I’m wondering if I can move my active 401(k) to an IRA? Yes, he’s eligible. Federated Partner Thank you for calling ABC Corp. Press 1 for… 30 ©2012 Aspect Software, Inc. All rights reserved.
  • 31. Aspect® Unified IP® 7 Dynamics CRM integration improves personalization and proactive contact strategies Tasks Information Process 31 ©2012 Aspect Software, Inc. All rights reserved.
  • 32. 32 ©2012 Aspect Software, Inc. All rights reserved.
  • 33. 33 ©2012 Aspect Software, Inc. All rights reserved.
  • 34. 34 ©2011 Aspect Software, Inc. All rights reserved.
  • 35. Advanced Capabilities found in Aspect® Unified IP® 7 – Automated Outbound Dialing / SMS / Email – High Volume List Management – Enterprise Multi-Node Deployment Model – Scalability of up to 1500 Agents /Node – Enterprise Wide Reporting – Multi-Node Network Routing – Advanced CTI Integration Capabilities – Integrated Call Recording and Screen Capture – Advanced Skills Based Routing of Interactions to Agents Aspect Unified IP 35 ©2012 Aspect Software, Inc. All rights reserved.
  • 36. Aspect® Workforce Optimization 36 ©2012 Aspect Software, Inc. All rights reserved.
  • 37. Aspect® Workforce Optimization Comprehensive Workforce Optimization Solution ‒ Industry-leading Workforce Management ‒ Quality Management ‒ Performance Management ‒ Speech Analytics ‒ Desktop Analytics ‒ Surveys ‒ eLearning Leverages Microsoft Stack ‒ SQL Server ‒ Lync for click-to-communicate ‒ Outlook 37 ©2012 Aspect Software, Inc. All rights reserved.
  • 38. Aspect® Workforce Optimization — Comprehensive solutions for…. — Customer Service- inbound calls, emails, chats, faxes, social media, etc Consumers — Sales & Collections - Right Party Connection percentages — Multi-skill & blended – Experts Staff for employees that do multiple things throughout the day Contact Center — Back office – tasks with longer response times, like operational processes , Back Office billing disputes, tax compliance etc. UNIFIED COMMUNICATIONS AND COLLABORATION 38 ©2012 Aspect Software, Inc. All rights reserved.
  • 39. Workforce Management ─ Forecasting/Strategic Planning ─ Inbound, Outbound, Blended, Multiskill, Multichannel ─ Automated contact and activity pattern updates ─ Powerful scenario planning ─ Scheduling ─ Template based & preference based scheduling ─ Unlimited trial schedules ─ Tracking Intraday Management ─ Track forecast vs. actual performance ─ Re-forecasting & Intraday scenario planning ─ Schedule Optimizers ─ Enhancement Packages ─ Historical & real-time schedule adherence ─ Web and IVR schedule access for employees & supervisors ─ Automatic notification of schedule changes, requests and trades ─ Automated seat assignment and intraday management 39 ©2012 Aspect Software, Inc. All rights reserved.
  • 40. Quality Management ─ Record ─ 100% optional full time logging ─ On demand recording (Agent or Supervisor) ─ Business rules based recording ─ Record calls and agent screens ─ Encryption and security features that enable you to meet PCI DSS compliance standards ─ Score ─ Evaluate agent performance and embed coaching ─ Customer scoring of transaction ─ Flexible scorecard development to meet your unique business goals ─ Analyze ─ Full set of out of the box reports ─ Speech analytics ─ Integrated eLearning and coaching workflows 40 ©2012 Aspect Software, Inc. All rights reserved.
  • 41. Performance Management ─ Role-based Intuitive Dashboards ─ Homepages, Scorecards, Reports, Graphs ─ Pivots, self-service analytics; quartile segmentation ─ Automated & Data-Driven Alerts & Workflows ─ Automated alert notifications of defined condition occurrences (e.g. under performing) ─ Agent coaching ─ Coaching forms automatically initiated based on performance thresholds ─ Agents track performance throughout review period and self correct ─ Understand & Drive: ─ Attainment to goals ─ Trending information ─ Cause & Effect ─ Champion/Challenger Strategies ─ Impact across data sources 41 ©2012 Aspect Software, Inc. All rights reserved. 41
  • 42. Leveraging Lync to Communications Enable WFO Processes Click to communicate to quickly resolve service level issues 42 ©2012 Aspect Software, Inc. All rights reserved.
  • 43. Integration with Exchange Server — Generate and Optimize Agent schedules in Aspect® Workforce Management — Deliver Automatically to Agent’s Exchange calendar via communication with Exchange Web Services — Automatically generate notification emails when schedules change, trades are accepted, or vacation requests are processed. 43 ©2012 Aspect Software, Inc. All rights reserved.
  • 44. Promote Smarter Interactions Synthesize Intelligence Put Learning into Action Put Learning into Context 44 ©2012 Aspect Software, Inc. All rights reserved.
  • 45. Aspect Solutions With Microsoft Technology Stack 45 ©2012 Aspect Software, Inc. All rights reserved.
  • 46. aspect.com ©2012 Aspect Software, Inc. All rights reserved.

Notes de l'éditeur

  1. These Aspect solutions are predicated on what we call the ‘the next generation of customer contact’. We’ve made a multi-year R&D investment to create a software-based technology platform that unifies every aspect of customer communications and leverages Enterprise 2.0 technologies. This not only lays the groundwork for serving the needs of Consumer 2.0, it helps drive consistency and efficacy around customer communications --no matter the customer’s channel of choice – essentially, building lasting, mutually profitable relationships between customer and company.
  2. Avaya, Cisco and Microsoft compete on a similar foundation for unified communications capabilities Microsoft currently lacks contact center solutions that Avaya and Cisco enjoy Aspect + Microsoft are better together because Aspect contact center solutions allow Microsoft to compete in the highly competitive UC market
  3. The recent Microsoft Lync launch offers a tremendous opportunity for both Microsoft and Aspect to scale the unified communications business Enterprise Contact Center Solution Best-of-breed contact center solution Ideal for mission-critical contact centers whether they are single site or multi-site Can scale to tens of thousands of seatsSmall Contact Center Solution A significant portion of the contact center space are in the 20 - 100 seat range Aspect Contact features Lync integration that is ideal for small contact centers and help desk environments
  4. The contact center space offers a tremendous opportunity for Aspect and Microsoft to scale Lync revenues Anywhere from 10% - 50% of Lync seats at B2C Fortune 500 companies can be contact center seats Aspect Unified IP 7 Best-of-breed contact center solution Ideal for mission-critical contact centers whether they are single-site or multi-site Can scale to tens of thousands of seats Aspect Contact 2011 A significant portion of the contact center space are in the 20 - 100 seat range Aspect Contact features Lync integration that is ideal for small contact centers and help desk environments
  5. Aspect Contact 2011 is delivered as an appliance and is designed to be deployed quickly and easily. It has the key capabilities needed for customer service across voice, IM and email.
  6. Here are some examples of the user interfaces for Aspect Contact. Modern and Simple built using Silverlight.
  7. To enable first call resolution it is often necessary for an agent to seek assistance of experts who are not part of the Contact center.Often the agent needs to look beyond defined contact center resources and perform an expert search against defined SharePoint repositories. This is done from the UC Powered Agent toolbar. Keywords can be entered that are searched against the repository in an effort to locate a subject matter expert. The keywords are used to search the content of documents published on the repository and will return the author of those documents as set in SharePoint. Technically this is accomplished by the agent desktop using its underlying Agent Web Service interface to invoke an Expert Query Web Service. The Expert Query Web Services calls 3 web service functions within SharePoint. These are SharePoint Search Service, SharePoint List Service and SharePoint Site Data Service. Once the agent receives the list of available experts they can utilize their desktop to message the expert, have a separate conversation with the expert, bring the expert into the conversation with the caller or transfer the caller to the expert. 
  8. Any of your EPG customers who have annual revenues of >$1 billion, 1,000 employee desktops and engage in B2C customer intensive business transactions in a wide array of industries are excellent enterprise contact center solution prospects. Industries include financial services, healthcare payors, insurance, telecom, outsources, retail, airline, travel or hospitality or any large firms with a collections group In your EPG accounts, is the prime area to locate big contact centers with 1,000’s of seats along with corporate collaboration groups and various types of help desks ranging from internal IT to product Your SMS&P accounts will typically have contact centers that provide small scale service, sales and support. Some of these small contact centers can include branch offices. IT help desks are fairly prevalent in SMS&P accounts. You will find a blend of the EPG & SMS&P applications in your CIAM (Corporate Inside Account Managed) accounts
  9. Contain Costs – Improve operational results by containing costs while meeting consumer demand. [Click]Drive effective interactionsFirst contact resolutionCustomer satisfactionPromises to pay[Click]Control personnel costsReduce overstaffing/understaffingImprove handle timeIncrease schedule adherence[Click]Improve operational efficiencyDynamic decisionsStaff productivityFlexible contact strategies
  10. Across industries, there are any number of back office processes that may originate with a service call – for example…For Internet Service Providers/Wireless Carriers – and utilities of all kinds we have service activation and technical dispatch For hotels, reservations and cancellations, verifying availability and payment processingFor airlines, fare filing and publishing, the management of the frequent flyer program and payment processingFor insurance, claims, invoice and enrollment processingFor banks and/or credit care issuers, the application process, tax process, dispute chargebacks are all key back office tasksFor healthcare, there is insurance and enrollment claims processing for health payers and a variety of processes such as refills on the provider sideAnd in retail, we have order fulfillment and return processingThis is by no means a comprehensive list of tasks – there are many more and not all industries and organization types are represented here. What’s important is to consider that back office effect and as we discuss your customer service needs, make sure we include the tasks and processes that your customers rely on and the back office issues that affect your ability to deliver on the customer service promises made.Aspect’s technology spans both the front and the back office and with our ability to account for unique work types and processes, we are able to bring these worlds together.
  11. The key to consistently delighting customers lies in the power of real-time communication and access to information – companies must take a closer look at how customer contact capabilities fit with their overall customer experience strategies.This is where you begin to create the kind of experience that delivers the communications flexibility and choices that today’s consumers demand – this is next generation customer contact.What are the critical product and technology factors needed to realize this next generation vision….?
  12. Lets the contact centers do what they do very well today, and gives the foundation for collaborating with customersBuilt specifically for Lync, provides multi channel accessA proven + reliable solution featuring more than 1,000 deployments across the globeSolution can be extended to leverage the entire Microsoft product stack and there no exposed non-Microsoft products.
  13. Whether you are managing a small branch office operation, or orchestrating interactions across multiple environments, Blended Interaction brings your business rules, hard-learned best practices and administration into a centrally managed platform. Unifying command and control of your contact center operations reduces costs and simplifies training for managers and supervisors.Central management and administrationSingle or Multisite, branch office or at home agentsUnified command and control of you contact centerCommon administration, reporting and business rulesFrom slide:Reduces costsSimplifies trainingRespond more rapidly
  14. Aspect Unified IP 7 takes advantage of capabilities from Microsoft Lync 2010 (formerly known as OCS) and SharePoint 2010 to break down the walls between your contact center and the rest of the enterprise. Delivering presence, IM, collaboration and contact center function within a unified agent desktop environment.
  15. Resolve Customer Issues Quickly - Empower Your Agents with Expert AssistanceImprove FirstContactResolution with Unified Communications (IM, voice, screen share) in the Contact Center by enlisting expert assistance when necessaryExperts within the contact centerAgent to agentAgent to SupervisorEnterprise Experts from other functional areas Federated experts from outside your company (partners of your company)Leveraging Unified Communications (UC) within contact center operations strengthens customer-company interactions while increasing customer satisfaction, improving contact center performance and reducing costsFor example, [CLICK] here we have a customer who needs assistance[CLICK] Jenn, the agent, answers and the customer is interested in a financial transaction. [CLICK] Jenn needs to check with the provider and without Aspect, this may involve hanging up, doing research and then getting back to this customer who is eager to resolve their inquiry now.[CLICK] With Aspect, through Microsoft Technologies such as Lync and Sharepoint – Jenn sees that an expert is available and is able to automatically engage with the expert and have him verify availability.[CLICK] The result is that this issue – which could have taken hours to resolve – is resolved within that single interaction.
  16. Today more than ever, contact center agents need a single-view, integrated desktop application which allows them to quickly access the information they need to conduct successful customer interactions.Aspect Unified IP CRM Connector - powered by AMC Technology – provides seamless desktop integration between Unified Communication Applications from Aspect and today’s leading business applications such as: Microsoft Dynamics CRM, PeopleSoft CRM, salesforce.com, SAP CRMSiebel This provides real-time, server level integration of CTI services with business application frameworks to increase customer satisfaction and improve agent efficiency.Benefits:Reduce development and deployment costsIncrease customer satisfactionImprove agent efficiencyLeverage existing or new infrastructure investmentsScale as your contact center grows
  17. To enable first call resolution it is often necessary for an agent to seek assistance of experts who are not part of the Contact center.Defined experts can be configured within Unified Command and Control Administrator and given skills making them very easy to locate and engage.Often the agent needs to look beyond defined experts and perform an expert search against defined SharePoint repositories. Searching either of these sets of resources is done from the Unified Agent desktop toolbars. Keywords can be entered that are searched against the repository in an effort to locate a subject matter expert and defined Skills can be selected to augment the search criteria. The keywords and selected skills are used to search defined experts within Unified IP as well as the contents of documents published on the repository which upon finding a match will return the author of those documents as set in SharePoint. Technically this is accomplished by the agent desktop using its underlying Agent Web Service interface to invoke an Expert Query Web Service. The Expert Query Web Service queries defined experts and skills within Unified IP and calls 3 web service functions within SharePoint. These are SharePoint Search Service, SharePoint List Service and SharePoint Site Data Service. The search results which include defined experts are filtered against individual expert usage settings within UCC Admin and then sent back to the agent for display via the Agent Web Service. Once the agent receives the list of available experts they can utilize their desktop to message the expert, have a separate conversation with the expert, bring the expert into the conversation with the caller or transfer the caller to the expert. 
  18. Informed continuity – How can we “learn” from every interaction?[CLICK] Synthesize intelligence Real-time performanceCustomer sentimentEmployee desktop eventsInteraction quality[CLICK] Put learning into contextKPI-aware reporting – ensure that what you are measuring is aligned with your operational goals[CLICK]Put learning into action – use automation based on measurement and KPIs to informAlerts & notificationsCoachingSchedulingBest PracticesAnd the routing strategy itself