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Analytics for
Omnichannel
Customer
Engagement
James Hunt | Director, Product Management, eGain March 8th, 2016
eGain
Voice
Analytics™
eGain
Digital
Analytics™
eGain
Knowledge
Analytics™
eGain
Journey
Analytics™
(Beta)
eGain
Analytics™
Insights for
Omnichannel
Customer
Experience
Optimization
Why eGain analytics?
Customers expect
seamless engagement
across channels
Engagement hubs
provide the means for
communication
Customers expect
seamless engagement
across channels
Business users need the right information and management
tools to deliver consistent customer experiences
Engagement hubs
provide the means for
communication
Customers expect
seamless engagement
across channels
“Being digital is about using data to make
better and faster decisions, devolving
decision making to smaller teams, and
developing much more iterative and rapid
ways of doing things”
McKinsey & Co, July 2015
Access Context Empowerment Governance
To the right
information
To provide
insight
To act on
decisions
To safeguard
processes
The essential elements…
Cross-
channel
Relevant
Actionable
Enterprise
Wide
Focused
Timely
Access to the right information
Saturday Night Fever, Apollo Victoria
“An all out
retro romp”
“If it’s an all out
retro romp you
want, this only fitfully
delivers”
2004
Saturday Night Fever, Apollo Victoria
“An all out
retro romp”
Guys & Dolls, Piccadilly Theatre
“Hilarious”
Independent on Sunday, 2005
“Frank Loesser’s great
musical from 1950 is
hilarious…Grandage’s
production falls
somewhat flat”Guys & Dolls, Piccadilly Theatre
“Hilarious”
On Sunday, 2005
Service Level: 74%
Service Level: 74%
Service Level: 74%
Service Level: 74%
Controls to manage resources
Data driven interventions for
personalized interactions
Tools to drive enquiry resolution
Empowerment and the Tools to Act
Gartner, Jan 2015
“Through 2016, less than 10% of self-
service BI initiatives will be governed
sufficiently to prevent inconsistencies
that adversely affect the business”
Security
Integrity,
Accuracy and
Completeness
Audit History and
Traceability
Veracity
Controlled
Access for the
Right People
Compliance
Data governance is essential
How do we
get there?
• Agent and Customer journeys
• Use a consolidated platform for consistent
analysis
Capture interactions across all
touchpoints
Analytics driven optimisation
Determine the right measurements
for your business goals
• Define success criteria
• Align KPIs with business imperatives
• Identify indicators
Analytics driven optimisation
Capture interactions across all
touchpoints
• Incomplete journeys
• Customer feedback
• Performance outliers
• Systemic issues
Analytics driven optimisation
Determine the right measurements
for your business goals
Capture interactions across all
touchpoints
Identify opportunities for
improvement
• Enquiry resolution tools
• Resource allocation
• Personalized interventions
• Process and system change
Analytics driven optimisation
Determine the right measurements
for your business goals
Capture interactions across all
touchpoints
Identify opportunities for
improvement
Apply targeted interventions
• Is it happening?
• Is it working?
• Is it effective?
Analytics driven optimisation
Determine the right measurements
for your business goals
Capture interactions across all
touchpoints
Identify opportunities for
improvement
Apply targeted interventions
Measure the impact of changes
Analytics driven optimisation
Determine the right measurements
for your business goals
Capture interactions across all
touchpoints
Identify opportunities for
improvement
Apply targeted interventions
Measure the impact of changes
Continuous
improvement is not a
project…
…LIVE IT!
How can we help?
eGain
Voice
Analytics™
eGain
Digital
Analytics™
eGain
Knowledge
Analytics™
eGain
Journey
Analytics™
(Beta)
eGain
Analytics™
Insights for
Omnichannel
Customer
Experience
Optimization
Enterprise
RetailCommercial Insurance
Outsourcer 1Site A
Outsourcer 2Site B
LoansSupport
Credit CardClothing Team
SavingsShoes Team
CheckingRetention
ClaimsAuto
Vendor ManagementHome
IVR/KBLife
Sales Service Sales Service Sales Service
Is the Self-Service and Knowledge
Agent roll-out having the
expected impact on my KPIs?
What is the operational status across all customer
touchpoints this quarter?
What is the stack ranking of my Agents
across sites and across channels?
Who is the best performing Agent on
the Savings queue that I can move to
help out on the Checking queue?
Given contact volumes over the last year, what
is my forecast volume by channel?
How well are Agents using knowledge to resolve
customer issues? Which are the most used
Articles? Are there any content gaps?
Are proactive chat offers successfully
deflecting voice calls?
Enterprise Wide Access…
eGain Analytics™ SERVICE & COMPLIANCE EFFORT & SATISFACTION COST REVENUE
DIGITAL
Offers
Offers Volumes
Offer Funnel - Eligibility, Presented, Accepted,
Engaged, Converted
Rejection Rate Escalations Offer Conversion
Chat
Chat Volumes
Chats Served
Service Levels Compliance
Chat Funnel
Survey Data
Avg. Waiting Time
Transfers
Chats Rejected/Abandoned
Avg. Handling Time
Cost of Chat Service (Chat
Volumes)
Chat Offers Conversion (Proactive
Chats)
Email
Email Volumes (Queue, Department)
Service Level
Turnaround Time
Avg Emails/Case
Work Time
Transfers
Email Volumes and Transfer
Reduction
Translated in savings Costs
KNOWLEDGE
Knowledge Agent and Web Self-Service Usage
Number of Sessions
Article Views
Guided Help Sessions
Failed Searches
Escalations
Article Rating
Solutions Rejection
Access Methods
Content Offers Rejected
Avg. Session Duration
Cost of Escalations (Volume of
Escalations)
Cost of Authoring (Non-viewed
knowledge)
Contact Avoidance Rate
Content Offers Conversion
VOICE
Volume & Outcome
Service Level
Queue Status (RT)
Utilization
FCR/Repeat Rate
Transfer Rate
Calls Held
Avg. Hold Time
Avg. Handled Time
Volume
Conversion
JOURNEY
Site visits/Bounces
Persona
Page views
Channel Volumes
Repeats
Channel switching
Escalations
Abandonment
Transfers
Repeat Activity
Chat Costs/Contact
Cost of Escalations
Conversion Rate
Offer Conversion
Chat Conversion
Knowledge Conversion
Contact Avoidance Rate
KPIs aligned with business goals
Rapid provisioning
Create & manage resources
Secure & audited
Analytics powered journeys
Control over contact
routing
Empowerment to act
Resource
Management
Service
Management
Omnichannel Voice Offers
Quick value ‘out-of-the-box’
Chat Knowledge Customer journey
What is the overall performance across
all channels in the last three months?
Are proactive chat offers successfully
deflecting voice calls?
Slide 36
How effective are the chat and content offers in driving
conversions?
Is the Knowledge roll-out having the desired
impact on my contact centre?
Which queues are under pressure right now?
Slide 39
Measure & Manage Dashboatrd
Some of my less busy teams can help out the chat queue.
Choose a model Choose fields Choose totals
Style & format Save That’s it!
Creating powerful reports is
Orchestrating the omnichannel
experience
The right information
The right context
The right tools
The right control
© 2016 eGain Corporation. All rights reserved.

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eGain Digital Day 2016 - Analytics for Omnichannel Customer Engagement

  • 1. Analytics for Omnichannel Customer Engagement James Hunt | Director, Product Management, eGain March 8th, 2016
  • 5. Engagement hubs provide the means for communication Customers expect seamless engagement across channels
  • 6. Business users need the right information and management tools to deliver consistent customer experiences Engagement hubs provide the means for communication Customers expect seamless engagement across channels
  • 7. “Being digital is about using data to make better and faster decisions, devolving decision making to smaller teams, and developing much more iterative and rapid ways of doing things” McKinsey & Co, July 2015
  • 8. Access Context Empowerment Governance To the right information To provide insight To act on decisions To safeguard processes The essential elements…
  • 10. Saturday Night Fever, Apollo Victoria “An all out retro romp”
  • 11. “If it’s an all out retro romp you want, this only fitfully delivers” 2004 Saturday Night Fever, Apollo Victoria “An all out retro romp”
  • 12. Guys & Dolls, Piccadilly Theatre “Hilarious”
  • 13. Independent on Sunday, 2005 “Frank Loesser’s great musical from 1950 is hilarious…Grandage’s production falls somewhat flat”Guys & Dolls, Piccadilly Theatre “Hilarious” On Sunday, 2005
  • 18. Controls to manage resources Data driven interventions for personalized interactions Tools to drive enquiry resolution Empowerment and the Tools to Act
  • 19. Gartner, Jan 2015 “Through 2016, less than 10% of self- service BI initiatives will be governed sufficiently to prevent inconsistencies that adversely affect the business”
  • 20. Security Integrity, Accuracy and Completeness Audit History and Traceability Veracity Controlled Access for the Right People Compliance Data governance is essential
  • 21. How do we get there?
  • 22. • Agent and Customer journeys • Use a consolidated platform for consistent analysis Capture interactions across all touchpoints Analytics driven optimisation
  • 23. Determine the right measurements for your business goals • Define success criteria • Align KPIs with business imperatives • Identify indicators Analytics driven optimisation Capture interactions across all touchpoints
  • 24. • Incomplete journeys • Customer feedback • Performance outliers • Systemic issues Analytics driven optimisation Determine the right measurements for your business goals Capture interactions across all touchpoints Identify opportunities for improvement
  • 25. • Enquiry resolution tools • Resource allocation • Personalized interventions • Process and system change Analytics driven optimisation Determine the right measurements for your business goals Capture interactions across all touchpoints Identify opportunities for improvement Apply targeted interventions
  • 26. • Is it happening? • Is it working? • Is it effective? Analytics driven optimisation Determine the right measurements for your business goals Capture interactions across all touchpoints Identify opportunities for improvement Apply targeted interventions Measure the impact of changes
  • 27. Analytics driven optimisation Determine the right measurements for your business goals Capture interactions across all touchpoints Identify opportunities for improvement Apply targeted interventions Measure the impact of changes Continuous improvement is not a project… …LIVE IT!
  • 28. How can we help?
  • 30. Enterprise RetailCommercial Insurance Outsourcer 1Site A Outsourcer 2Site B LoansSupport Credit CardClothing Team SavingsShoes Team CheckingRetention ClaimsAuto Vendor ManagementHome IVR/KBLife Sales Service Sales Service Sales Service Is the Self-Service and Knowledge Agent roll-out having the expected impact on my KPIs? What is the operational status across all customer touchpoints this quarter? What is the stack ranking of my Agents across sites and across channels? Who is the best performing Agent on the Savings queue that I can move to help out on the Checking queue? Given contact volumes over the last year, what is my forecast volume by channel? How well are Agents using knowledge to resolve customer issues? Which are the most used Articles? Are there any content gaps? Are proactive chat offers successfully deflecting voice calls? Enterprise Wide Access…
  • 31. eGain Analytics™ SERVICE & COMPLIANCE EFFORT & SATISFACTION COST REVENUE DIGITAL Offers Offers Volumes Offer Funnel - Eligibility, Presented, Accepted, Engaged, Converted Rejection Rate Escalations Offer Conversion Chat Chat Volumes Chats Served Service Levels Compliance Chat Funnel Survey Data Avg. Waiting Time Transfers Chats Rejected/Abandoned Avg. Handling Time Cost of Chat Service (Chat Volumes) Chat Offers Conversion (Proactive Chats) Email Email Volumes (Queue, Department) Service Level Turnaround Time Avg Emails/Case Work Time Transfers Email Volumes and Transfer Reduction Translated in savings Costs KNOWLEDGE Knowledge Agent and Web Self-Service Usage Number of Sessions Article Views Guided Help Sessions Failed Searches Escalations Article Rating Solutions Rejection Access Methods Content Offers Rejected Avg. Session Duration Cost of Escalations (Volume of Escalations) Cost of Authoring (Non-viewed knowledge) Contact Avoidance Rate Content Offers Conversion VOICE Volume & Outcome Service Level Queue Status (RT) Utilization FCR/Repeat Rate Transfer Rate Calls Held Avg. Hold Time Avg. Handled Time Volume Conversion JOURNEY Site visits/Bounces Persona Page views Channel Volumes Repeats Channel switching Escalations Abandonment Transfers Repeat Activity Chat Costs/Contact Cost of Escalations Conversion Rate Offer Conversion Chat Conversion Knowledge Conversion Contact Avoidance Rate KPIs aligned with business goals
  • 32. Rapid provisioning Create & manage resources Secure & audited Analytics powered journeys Control over contact routing Empowerment to act Resource Management Service Management
  • 33. Omnichannel Voice Offers Quick value ‘out-of-the-box’ Chat Knowledge Customer journey
  • 34. What is the overall performance across all channels in the last three months?
  • 35. Are proactive chat offers successfully deflecting voice calls?
  • 36. Slide 36 How effective are the chat and content offers in driving conversions?
  • 37. Is the Knowledge roll-out having the desired impact on my contact centre?
  • 38. Which queues are under pressure right now?
  • 39. Slide 39 Measure & Manage Dashboatrd Some of my less busy teams can help out the chat queue.
  • 40. Choose a model Choose fields Choose totals Style & format Save That’s it! Creating powerful reports is
  • 41. Orchestrating the omnichannel experience The right information The right context The right tools The right control
  • 42. © 2016 eGain Corporation. All rights reserved.