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Business White Paper




                                                                   Service Delivery Optimization:
                                                                   Increase Enterprise Efficiency and Effectiveness




                                                                   Introduction
                                                                   Your company likely has a contact center that efficiently and effectively handles
Table of Contents                                                  customer interactions via telephone calls as well as through channels such as text
                                                                   chat, SMS, and e-mail. Yet are you aware that the contact center handles just a
Introduction .............................................. 1
                                                                   fraction of the activities that impact the customer experience throughout your
Today’s Service Delivery
Challenges ................................................2
                                                                   business? In many industries today, including insurance, telecommunications, and
                                                                   financial services, as many as three times the number of employees who manage
Enabling Service Delivery
Optimization Beyond the                                            customer-related activities actually work outside of the contact center in line-of-
Contact Center ............................................... 2   business (LOB) areas doing such things as processing claims, managing sales orders,
Service Delivery Optimization                                      reviewing and approving new loan applications, and managing account inquiries.
has Four Key Pillars.................................3             Because customer service relies on resources outside the contact center as well as
Genesys — Expertise and                                            within it, all employees responsible for customer service delivery must work as
Experience in Optimizing
                                                                   efficiently and cost effectively as your contact center professionals do. This includes:
Service Delivery Operations ..................4
                                                                   meeting internal service objectives and customer-facing service level agreements
Recommendation ...................................... 5
                                                                   (SLAs); improving resource utilization across the enterprise; and increasing business
                                                                   agility by empowering business users to respond to unexpected changes or new
                                                                   opportunities — all of which lead to an improved customer experience, increased
                                                                   loyalty, and reduced churn.
                                                                   This white paper outlines the particular challenges facing service delivery operations —
                                                                   both within and outside of the contact center. It then describes the type of solution
                                                                   required to address these challenges. Finally, it shows how Genesys enables you to
                                                                   optimize service delivery across your entire enterprise.




                                     May 2009
A Business White Paper: Service Delivery Optimization   | page 2 of 5




                                        Today’s Service Delivery Challenges
A Leading German                        No matter what department they belong to, employees in increasingly decentralized,
Insurer                                 customer-impacting roles outside the contact center face unique challenges when
 This company employed 1,500            managing human-related tasks that typically reside in the back office, such as:
“first line” generalists and 3,500      > A more expensive, yet often times underutilized, workforce. Personnel
“second line” experts to handle            responsible for customer service outside of the contact center are generally expert
 customer service calls. These             workers and, as a result, are more highly paid than those within the center. Given that
 back office employees were split
                                           staff costs account for the majority of an organization’s total customer service budget,
 into dedicated silos handling
                                           underutilization of these resources adds considerably to LOB operating expenses.
 approximately 4.5 million calls and
 15.3 million tasks per year. The       > A backlog of work. Amid squeezed budgets and cost-cutting mandates, the need to
 CEO wanted to streamline business         do more with less has caused many organizations to accumulate significant backlogs
 processes and virtualize the              of work. These backlogs can be days, or even weeks, old — causing unacceptable
 organization’s customer service           delays in meeting customers’ needs, and often resulting in customer frustration.
 resources while at the same time       > A proliferation of customer-facing channels and systems. With an increase
 defending the firm’s leading
                                           in the number of customer touch points — including Web, fax, e-mail, SMS, chat,
 position as a low-cost provider.
                                           and phone — as well as systems to support them, employees must manage tasks
 But this had to be done without
 disrupting “business as usual”            across multiple workbins and task lists. In addition, because individual employees
 or abruptly changing the overall          will choose the next task, each will often have a different interpretation of the
 organizational model.                     next most important task.This result may be that more important, or higher value,
                                           tasks are not quickly selected — thus remain unfulfilled longer — which can
 Using Genesys iWD to capture tasks
 via WebSphere MQ, the company             negatively affect customer satisfaction.
 expects loads to be harmonized         > Lack of operational insights. Few organizations have sufficient visibility
 across organizational silos, leading      into operational performance outside the contact center — including resource
 to a 20% productivity increase            availability — and, more importantly, into whether service is in fact being
 across all employees. The Genesys         delivered to the expectations set with the customer or to service objectives set
 distribution model also provides          within operations.
 flexibility to assign tasks based on
 skill levels, task complexity, and     Enabling Service Delivery Optimization Beyond the Contact Center
 SLAs using a dynamic and active
“push/pull” distribution mechanism.     Although they might not consider that they have much in common with the
                                        corporate contact center, functional LOBs in fact share many of the same principal
                                        goals when it comes to delivering customer service.
                                        Enabling optimized customer service delivery is all about ensuring that the organization
                                        is operating in the most effective and efficient manner possible. Often times people
                                        will confuse the two terms, but they are, in fact, focused on very different areas:
                                           Effectiveness is getting the right things accomplished. Many customer service
                                           organizations today can be characterized as having decentralized operating
                                           models with many departments and lines of business loosely coupled by
                                           technology, systems, and processes. Some of these involve “hand offs” of tasks,
                                           but in many cases they operate independently from each other.
A Business White Paper: Service Delivery Optimization   | page 3 of 5




                                           Efficiency is a measure of getting the most from your employees. As discussed
                                           earlier, the resources involved in service delivery go beyond the traditional
A Leading British                          confines of the contact center to resources across the mid- and back-office.
Telco
                                        Any improvement in efficiency and effectiveness will result in increased value to the
Struggling with unmet order
                                        organization while also improving customer satisfaction. There is untapped potential
fulfillment and strict fault-
                                        in existing customer service delivery operations that, when properly leveraged, can
resolution service level agreements
(SLAs), this company was facing         provide additional capacity to the enterprise without additional costs.
an excessive backlog of 800,000
service requests that had been          Service Delivery Optimization has Four Key Pillars
escalated for further attention — a       1) Increase employee performance across the enterprise. Like supply chain
number that was growing by 20,000            management solutions that provide benefits to the manufacturing process
daily. Additionally, for every missed
                                             and deliver just-in-time manufacturing, similar principles can, and should, be
delivery date, it had to pay a huge
                                             applied to the delivery of service to customers. An organization that has
fine for missing the SLA.
                                             optimized service delivery will manage tasks from a single, global task list,
The company had an existing                  across all channels and systems, and will prioritize and proactively distribute
workflow system from which
                                             tasks to the right resource, at the right time, and at the right location.
employees “pulled” work items and
allocated the job to engineers to         2) Adhere to internal service level objectives. Service level objectives can be
complete the tasks. Genesys iWD              either internal or external. If they are internal, they are often objectives set
was integrated with this existing            for teams that link back to a bonus program. If external, they are communicated
platform to enable a “push” style            to a customer and tied to a service level agreement, and may have penalties
of task distribution and to monitor          for missed delivery. In either case, there is an expectation on operational
whether tasks were actually being            performance for the delivery of service, and a goal to achieve it. An
completed within the time frames             organization that has optimized its service delivery operations will be managed
dictated by SLAs. By finally being           based on the service level of the task and value to the organization versus the
able to appropriately manage and
                                             underlying system, workbin, or channel.
distribute tasks, the firm prevented
further missed installation dates         3) Increase visibility into operational performance and compliance. You can’t
and fines, improved overall service          manage what you don’t measure! It is an old management adage that rings
levels, and increased customer               true in today’s competitive, and in some cases, challenging marketplace.
satisfaction.                                Unless you measure operational performance, you don’t know if it is getting
                                             better or worse. Although your customers will tell you if it is getting worse,
                                             by then it is usually too late — you’ve lost them. In the end, you can’t
                                             manage for improvement if you don’t measure to see what is getting better
                                             and what isn’t. An organization that has optimized service delivery operations
                                             will have a comprehensive set of processes and task-based statistics providing
                                             insight into business performance, and can compare against key performance
                                             indicators defined by business users. These business insights must be available
                                             in real time and historically to see trends over time.
A Business White Paper: Service Delivery Optimization           | page 4 of 5




                                          4) Increase agility throughout the enterprise. Business agility is the ability of a
                                              business to adapt quickly and cost efficiently in response to changes in its
A Top Spanish Telco                           business environment. These changes could be as a result of a new market
The customer service organization             opportunity, a launch of a new product and associated process, or a competitive
of this company was comprised of              threat. An organization which has optimized service delivery will invest in
a dedicated group of 250 mainly               business applications that increase its business agility, and empower business
outsourced agents working with
                                              users to sense (through the business insights discussed above) and respond
shops/dealers in the field. This
                                              through a highly configurable environment, without having to engage in
group was further split into smaller
teams by process type such as                 large-scale IT projects time and time again.
complaints and new contracts. All
tasks were manually distributed to     Genesys – Expertise and Experience in Optimizing Service
the agents with no transparency        Delivery Operations
as to quantity or quality of work.
                                       For nearly 20 years, Genesys has been a leader in the contact center space. We’ve
Agents were able to selectively
choose tasks in a “pull” mechanism,    helped contact centers in top organizations across all industries worldwide to
which consequently left many tasks     efficiently and cost-effectively identify, prioritize, and route customer interactions,
unfulfilled and uncompleted, and       thus ensuring delivery of stellar customer service. Now, Genesys intelligent
SLAs slipped.                          Workload Distribution (iWD) allows you to apply this industry experience and best
                                       practices to enable an optimized service delivery from anywhere in the enterprise.
By implementing Genesys iWD,
the company was able to get            Genesys iWD dynamically prioritizes the distribution of work tasks to the people
visibility into all processes,         best suited to handle them. Built on the powerful and proven Genesys Customer
teams, and outsourcers. A “push”       Interaction Management (CIM) platform, Genesys iWD provides out-of-the box
mechanism was implemented              functionality designed specifically for the business user that integrates resources,
that automatically ensured
tasks were delivered to the best
available agent/expert within                    Business
                                            Application Domain
specified SLAs. At the same time,            Service Requests,                  Genesys iWD
                                            Claims, Loan Apps
management got full transparency
                                                                                       Capture
into SLAs, resource utilization, and
performance. As a result, efficiency                                                  Calculate                                             Customer
                                                                                                                                             Service
subsequently improved 20% across                                                                                                            Resources
all agents.                                                                           Distribute                                            Internal or
                                                                                                                                             External
                                             Communication
                                                 Domain
                                             Voice, VoIP, IVR,
                                            Web Chat, Email ....
                                                                                Genesys CIM




                                         Customer Touch Points            Service Delivery Optimization             Engaged Enterprise
                                            Tasks and Interactions        More Efficient and Effective Enterprise    Proactive Assignment




                                       Figure-1 Genesys iWD automates the prioritization and distribution of work tasks to the
                                       people best suited for the service delivery
A Business White Paper: Service Delivery Optimization                 | page 5 of 5




                                  contact center capabilities, and internal business processes — and delivers business benefits
                                  quickly for a compelling return on investment.
                                  Genesys iWD works in concert with existing enterprise software applications such as ERP, BPM,
                                  and CRM, as well as homegrown legacy systems, to create a single, global task list, which is sorted
                                  based on business value. Only with a global task list can the enterprise ensure the right resources,
                                  regardless of location, are proactively receiving the most critical or highest value tasks, regardless
                                  of media-type or system, at the right time and right location.

                                  Recommendation
                                  Heads of customer care, customer service personnel, and LOB owners who are challenged to
                                  manage significant backlogs of tasks, adhere to service level agreements according to customer
                                  or regulated mandates, or need a faster time to value through business user empowerment for
                                  configuring and managing tasks, should immediately explore how an optimized service delivery
                                  environment is enabled through Genesys iWD.
                                  Genesys iWD delivers business benefits quickly for a compelling return on investment (ROI),
                                  shorter time to market, lower project risk, and increased functionality for a true competitive
                                  advantage, enterprise wide.




Genesys Worldwide                                                      Americas                                         Europe, Middle East, Africa                       Asia Pacific
Genesys, an Alcatel-Lucent company, is the world’s leading provider    Corporate Headquarters                           EMEA Headquarters                                 APAC Headquarters
of contact center and customer service management software —
                                                                       Genesys                                          Genesys House                                     Genesys Laboratories
with more than 4,000 customers in 80 countries. Genesys software
directs more than 100 million interactions every day, dynamically      2001 Junipero Serra Blvd.                        100 Frimley Business Park                         Australasia Pty Ltd
connecting customers with the right resources — self-service           Daly City, CA 94014                              Frimley                                           Level 17, 124 Walker Street
or assisted-service — to fulfill customer requests, optimize           USA                                              Camberley                                         North Sydney NSW 2060
customer care goals and efficiently use agent resources. Genesys                                                        Surrey GU16 7SG                                   Australia
helps organizations drive contact center efficiency, stop customer     Tel: +1 650 466 1100                             United Kingdom
frustration and accelerate business innovation.                        Fax: +1 650 466 1260                                                                               Tel: +61 2 9463 8500
                                                                       E-mail: info@genesyslab.com                      Tel: +44 1276 45 7000                             www.genesyslab.com
For more information visit: www.genesyslab.com, or call                www.genesyslab.com                               Fax: +44 1276 45 7001
+1 888 GENESYS or 1-650-466-1100.
                                                                       Genesys and the Genesys logo are registered trademarks of Genesys Telecommunications Laboratories, Inc. All other company names and logos
3040 v.1-05/09                                                         may be registered trademarks or trademarks of their respective companies and are hereby recognized. © 2009 Genesys Telecommunications
                                                                       Laboratories, Inc. All rights reserved.

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I Wd Wp Final%20(2)

  • 1. Business White Paper Service Delivery Optimization: Increase Enterprise Efficiency and Effectiveness Introduction Your company likely has a contact center that efficiently and effectively handles Table of Contents customer interactions via telephone calls as well as through channels such as text chat, SMS, and e-mail. Yet are you aware that the contact center handles just a Introduction .............................................. 1 fraction of the activities that impact the customer experience throughout your Today’s Service Delivery Challenges ................................................2 business? In many industries today, including insurance, telecommunications, and financial services, as many as three times the number of employees who manage Enabling Service Delivery Optimization Beyond the customer-related activities actually work outside of the contact center in line-of- Contact Center ............................................... 2 business (LOB) areas doing such things as processing claims, managing sales orders, Service Delivery Optimization reviewing and approving new loan applications, and managing account inquiries. has Four Key Pillars.................................3 Because customer service relies on resources outside the contact center as well as Genesys — Expertise and within it, all employees responsible for customer service delivery must work as Experience in Optimizing efficiently and cost effectively as your contact center professionals do. This includes: Service Delivery Operations ..................4 meeting internal service objectives and customer-facing service level agreements Recommendation ...................................... 5 (SLAs); improving resource utilization across the enterprise; and increasing business agility by empowering business users to respond to unexpected changes or new opportunities — all of which lead to an improved customer experience, increased loyalty, and reduced churn. This white paper outlines the particular challenges facing service delivery operations — both within and outside of the contact center. It then describes the type of solution required to address these challenges. Finally, it shows how Genesys enables you to optimize service delivery across your entire enterprise. May 2009
  • 2. A Business White Paper: Service Delivery Optimization | page 2 of 5 Today’s Service Delivery Challenges A Leading German No matter what department they belong to, employees in increasingly decentralized, Insurer customer-impacting roles outside the contact center face unique challenges when This company employed 1,500 managing human-related tasks that typically reside in the back office, such as: “first line” generalists and 3,500 > A more expensive, yet often times underutilized, workforce. Personnel “second line” experts to handle responsible for customer service outside of the contact center are generally expert customer service calls. These workers and, as a result, are more highly paid than those within the center. Given that back office employees were split staff costs account for the majority of an organization’s total customer service budget, into dedicated silos handling underutilization of these resources adds considerably to LOB operating expenses. approximately 4.5 million calls and 15.3 million tasks per year. The > A backlog of work. Amid squeezed budgets and cost-cutting mandates, the need to CEO wanted to streamline business do more with less has caused many organizations to accumulate significant backlogs processes and virtualize the of work. These backlogs can be days, or even weeks, old — causing unacceptable organization’s customer service delays in meeting customers’ needs, and often resulting in customer frustration. resources while at the same time > A proliferation of customer-facing channels and systems. With an increase defending the firm’s leading in the number of customer touch points — including Web, fax, e-mail, SMS, chat, position as a low-cost provider. and phone — as well as systems to support them, employees must manage tasks But this had to be done without disrupting “business as usual” across multiple workbins and task lists. In addition, because individual employees or abruptly changing the overall will choose the next task, each will often have a different interpretation of the organizational model. next most important task.This result may be that more important, or higher value, tasks are not quickly selected — thus remain unfulfilled longer — which can Using Genesys iWD to capture tasks via WebSphere MQ, the company negatively affect customer satisfaction. expects loads to be harmonized > Lack of operational insights. Few organizations have sufficient visibility across organizational silos, leading into operational performance outside the contact center — including resource to a 20% productivity increase availability — and, more importantly, into whether service is in fact being across all employees. The Genesys delivered to the expectations set with the customer or to service objectives set distribution model also provides within operations. flexibility to assign tasks based on skill levels, task complexity, and Enabling Service Delivery Optimization Beyond the Contact Center SLAs using a dynamic and active “push/pull” distribution mechanism. Although they might not consider that they have much in common with the corporate contact center, functional LOBs in fact share many of the same principal goals when it comes to delivering customer service. Enabling optimized customer service delivery is all about ensuring that the organization is operating in the most effective and efficient manner possible. Often times people will confuse the two terms, but they are, in fact, focused on very different areas: Effectiveness is getting the right things accomplished. Many customer service organizations today can be characterized as having decentralized operating models with many departments and lines of business loosely coupled by technology, systems, and processes. Some of these involve “hand offs” of tasks, but in many cases they operate independently from each other.
  • 3. A Business White Paper: Service Delivery Optimization | page 3 of 5 Efficiency is a measure of getting the most from your employees. As discussed earlier, the resources involved in service delivery go beyond the traditional A Leading British confines of the contact center to resources across the mid- and back-office. Telco Any improvement in efficiency and effectiveness will result in increased value to the Struggling with unmet order organization while also improving customer satisfaction. There is untapped potential fulfillment and strict fault- in existing customer service delivery operations that, when properly leveraged, can resolution service level agreements (SLAs), this company was facing provide additional capacity to the enterprise without additional costs. an excessive backlog of 800,000 service requests that had been Service Delivery Optimization has Four Key Pillars escalated for further attention — a 1) Increase employee performance across the enterprise. Like supply chain number that was growing by 20,000 management solutions that provide benefits to the manufacturing process daily. Additionally, for every missed and deliver just-in-time manufacturing, similar principles can, and should, be delivery date, it had to pay a huge applied to the delivery of service to customers. An organization that has fine for missing the SLA. optimized service delivery will manage tasks from a single, global task list, The company had an existing across all channels and systems, and will prioritize and proactively distribute workflow system from which tasks to the right resource, at the right time, and at the right location. employees “pulled” work items and allocated the job to engineers to 2) Adhere to internal service level objectives. Service level objectives can be complete the tasks. Genesys iWD either internal or external. If they are internal, they are often objectives set was integrated with this existing for teams that link back to a bonus program. If external, they are communicated platform to enable a “push” style to a customer and tied to a service level agreement, and may have penalties of task distribution and to monitor for missed delivery. In either case, there is an expectation on operational whether tasks were actually being performance for the delivery of service, and a goal to achieve it. An completed within the time frames organization that has optimized its service delivery operations will be managed dictated by SLAs. By finally being based on the service level of the task and value to the organization versus the able to appropriately manage and underlying system, workbin, or channel. distribute tasks, the firm prevented further missed installation dates 3) Increase visibility into operational performance and compliance. You can’t and fines, improved overall service manage what you don’t measure! It is an old management adage that rings levels, and increased customer true in today’s competitive, and in some cases, challenging marketplace. satisfaction. Unless you measure operational performance, you don’t know if it is getting better or worse. Although your customers will tell you if it is getting worse, by then it is usually too late — you’ve lost them. In the end, you can’t manage for improvement if you don’t measure to see what is getting better and what isn’t. An organization that has optimized service delivery operations will have a comprehensive set of processes and task-based statistics providing insight into business performance, and can compare against key performance indicators defined by business users. These business insights must be available in real time and historically to see trends over time.
  • 4. A Business White Paper: Service Delivery Optimization | page 4 of 5 4) Increase agility throughout the enterprise. Business agility is the ability of a business to adapt quickly and cost efficiently in response to changes in its A Top Spanish Telco business environment. These changes could be as a result of a new market The customer service organization opportunity, a launch of a new product and associated process, or a competitive of this company was comprised of threat. An organization which has optimized service delivery will invest in a dedicated group of 250 mainly business applications that increase its business agility, and empower business outsourced agents working with users to sense (through the business insights discussed above) and respond shops/dealers in the field. This through a highly configurable environment, without having to engage in group was further split into smaller teams by process type such as large-scale IT projects time and time again. complaints and new contracts. All tasks were manually distributed to Genesys – Expertise and Experience in Optimizing Service the agents with no transparency Delivery Operations as to quantity or quality of work. For nearly 20 years, Genesys has been a leader in the contact center space. We’ve Agents were able to selectively choose tasks in a “pull” mechanism, helped contact centers in top organizations across all industries worldwide to which consequently left many tasks efficiently and cost-effectively identify, prioritize, and route customer interactions, unfulfilled and uncompleted, and thus ensuring delivery of stellar customer service. Now, Genesys intelligent SLAs slipped. Workload Distribution (iWD) allows you to apply this industry experience and best practices to enable an optimized service delivery from anywhere in the enterprise. By implementing Genesys iWD, the company was able to get Genesys iWD dynamically prioritizes the distribution of work tasks to the people visibility into all processes, best suited to handle them. Built on the powerful and proven Genesys Customer teams, and outsourcers. A “push” Interaction Management (CIM) platform, Genesys iWD provides out-of-the box mechanism was implemented functionality designed specifically for the business user that integrates resources, that automatically ensured tasks were delivered to the best available agent/expert within Business Application Domain specified SLAs. At the same time, Service Requests, Genesys iWD Claims, Loan Apps management got full transparency Capture into SLAs, resource utilization, and performance. As a result, efficiency Calculate Customer Service subsequently improved 20% across Resources all agents. Distribute Internal or External Communication Domain Voice, VoIP, IVR, Web Chat, Email .... Genesys CIM Customer Touch Points Service Delivery Optimization Engaged Enterprise Tasks and Interactions More Efficient and Effective Enterprise Proactive Assignment Figure-1 Genesys iWD automates the prioritization and distribution of work tasks to the people best suited for the service delivery
  • 5. A Business White Paper: Service Delivery Optimization | page 5 of 5 contact center capabilities, and internal business processes — and delivers business benefits quickly for a compelling return on investment. Genesys iWD works in concert with existing enterprise software applications such as ERP, BPM, and CRM, as well as homegrown legacy systems, to create a single, global task list, which is sorted based on business value. Only with a global task list can the enterprise ensure the right resources, regardless of location, are proactively receiving the most critical or highest value tasks, regardless of media-type or system, at the right time and right location. Recommendation Heads of customer care, customer service personnel, and LOB owners who are challenged to manage significant backlogs of tasks, adhere to service level agreements according to customer or regulated mandates, or need a faster time to value through business user empowerment for configuring and managing tasks, should immediately explore how an optimized service delivery environment is enabled through Genesys iWD. Genesys iWD delivers business benefits quickly for a compelling return on investment (ROI), shorter time to market, lower project risk, and increased functionality for a true competitive advantage, enterprise wide. Genesys Worldwide Americas Europe, Middle East, Africa Asia Pacific Genesys, an Alcatel-Lucent company, is the world’s leading provider Corporate Headquarters EMEA Headquarters APAC Headquarters of contact center and customer service management software — Genesys Genesys House Genesys Laboratories with more than 4,000 customers in 80 countries. Genesys software directs more than 100 million interactions every day, dynamically 2001 Junipero Serra Blvd. 100 Frimley Business Park Australasia Pty Ltd connecting customers with the right resources — self-service Daly City, CA 94014 Frimley Level 17, 124 Walker Street or assisted-service — to fulfill customer requests, optimize USA Camberley North Sydney NSW 2060 customer care goals and efficiently use agent resources. Genesys Surrey GU16 7SG Australia helps organizations drive contact center efficiency, stop customer Tel: +1 650 466 1100 United Kingdom frustration and accelerate business innovation. Fax: +1 650 466 1260 Tel: +61 2 9463 8500 E-mail: info@genesyslab.com Tel: +44 1276 45 7000 www.genesyslab.com For more information visit: www.genesyslab.com, or call www.genesyslab.com Fax: +44 1276 45 7001 +1 888 GENESYS or 1-650-466-1100. Genesys and the Genesys logo are registered trademarks of Genesys Telecommunications Laboratories, Inc. All other company names and logos 3040 v.1-05/09 may be registered trademarks or trademarks of their respective companies and are hereby recognized. © 2009 Genesys Telecommunications Laboratories, Inc. All rights reserved.