ecm for siebel - opn · pdf filethe ability to leverage more flexible content centric workflow...

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Last updated June 2009. Oracle Company Confidential - Shared under OPN NDA ECM for Siebel Contact Center ELEVATOR PITCH In today’s business environment, call centers are under tremendous pressure to improve the quality of the customer interaction while reducing costs. As the growth of information has exploded, the need to manage and make this content immediately accessible to Call Center Representatives (CSRs) has become increasingly difficult. The result is that customers are dissatisfied as CSRs struggle to find the right information quickly to respond to customer issues. A key opportunity to reduce Call Handling Times (CHT) is by arming the CSRs with the critical knowledge assets that can help resolve problems quickly. ECM for Siebel provides CSRs with a rich set of tools to access and manage this content from within their call center experience, improving efficiency and improving customer CIO/CTO/IT Do you have a single infrastructure on which all your customer‐support web experiences and content management systems run? Does your IT organization spend development time building functionality for disparate systems, both packaged and custom? Are you confident that users are satisfied with the performance of unstructured content from within the existing CRM infrastructure? VP rt or Dir. Customer Suppo What is your current cost per customer interaction? What is your average Call Handling Time (CHT)? How much After Contact Work (ACW) is required? How much of this cost is impacted by access, or lack of access, to unstructured content? How do you currently manage your call center content (i.e. knowledge‐base materials, promotional materials, customer communications, orders, tickets)? Can you give me a ballpark estimate for the volume of documents accessed on a daily/weekly/monthly/quar terly basis? your How do you ensure that call center agents have access to the latest approved content? How do you ensure that agents who find a useful knowledge asset are sharing it with the other agents to maximize re‐use? Do you have any Federal, State or local regulatory rules that must be addressed while generating or accessing call center content? Is there a need for an audit‐trail of responses and communication with customers? Do you have any challenges currently with the speed at which unstructured content can be access through Siebel or your existing applications? Enterprises that: are using Siebel for call center activities are in industries with high customer support requirements (telco, finance, retail, civilian government, etc.) want to enforce a best‐ practice process for call center support, while integrating applications and unstructured content are experiencing high CSR turn‐over due to difficult and unwieldy call center processes have CSRs who must access disparate content stores for customer support information have customer support requirements that are influenced by compliance and regulations are struggling with low customer satisfaction and/or are pursuing a customer loyalty initiative TARGET ACCOUNT PROFILE VALUE Reduce Call Handling Times (CHT): by providing faster access to support related documents that are accurate and up to date. Improve Call Quality: by ensuring that CSRs are providing customers with the latest, approved information from unstructured content that is being referenced. Increase Customer Satisfaction: by giving customers the right information at the right time and reducing customer wait time while CSRs access unstructured support content. Reduce After Call Work (ACW): by ensuring that the CSRs are providing customers with accurate information during the call. Improved Employee Satisfaction: Siebel ECM provides direct access to personalized, relevant content and content management services through the familiar Siebel CRM user interface allowing CSRs to remain in their working environment while managing and accessing unstructured content. Extend Siebel Investment: Drive additional value from your Siebel investment and CRM‐related content by delivering an unstructured content management solution on top of Siebel and within the existing infrastructure. Need to access content that is stored or managed elsewhere Need integration with CRM system to enable content management and access from within call center working tool High cost of support for content integrations with CRM system Need for automation and integration to ensure content on self service web sites is identical to CRM content PAIN POINTS Need for governance over customer support content creating a lack of confidence by CSRs in content reliability Need to find customer support content across Siebel modules Poor system performance and responsiveness while accessing customer support content creating low customer satisfaction Need for workflow for reviews and approvals across the enterprise and within lines of business

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Page 1: ECM for Siebel - OPN · PDF fileThe ability to leverage more flexible content centric workflow capabilities into Oracle UCM or via ... Microsoft Word - ECM_Siebel_Cheatsheet_ContactCenter

 

 

Last update

   Oracle Company Confidential - Shared under OPN NDA

 

 

ECM for Siebel Contact Center 

 

 

 

ELEVATOR PITCH  In today’s business environment, call centers are under tremendous pressure to improve the quality of the customer interaction while reducing costs.  As the growth of information has exploded, the need to manage and make this content immediately accessible to Call Center Representatives (CSRs)  has become increasingly difficult.  The result is that customers are dissatisfied as CSRs struggle to find the right information quickly to respond to customer issues.  A key opportunity to reduce Call Handling Times (CHT) is by arming the CSRs with the critical knowledge assets that can help resolve problems quickly.  ECM for Siebel provides CSRs with a rich set of tools to access and manage this content from within their call center experience, improving efficiency and improving customer 

CIO/CTO/IT • Do you have a single infrastructure on which all your customer‐support web experiences and content management systems run? 

• Does your IT organization spend development time building functionality for disparate systems, both packaged and custom?   

• Are you confident that users are satisfied with the performance of unstructured content from within the existing CRM infrastructure? 

 

VP rt or Dir. Customer Suppo  • What is your current cost per customer interaction?  What is your average Call Handling Time (CHT)?   How much After Contact Work (ACW) is required?  How much of this cost is impacted by access, or lack of access, to unstructured content?  

• How do you currently manage your call center content (i.e. knowledge‐base materials, promotional materials, customer communications, orders, tickets)? 

• Can you give me a ballpark estimate for the volume of documents accessed on a daily/weekly/monthly/quarterly basis? 

 your • How do you ensure thatcall center agents have access to the latest approved content? 

• How do you ensure that agents who find a useful knowledge asset are sharing it with the other agents to maximize re‐use?  

• Do you have any Federal, State or local regulatory rules that must be addressed while generating or accessing call center content?  Is there a need for an audit‐trail of responses and communication with customers? 

• Do you have any challenges currently with the speed at which unstructured content can be access through Siebel or your existing applications? 

Enterprises that: • are using Siebel for call center activities 

• are in industries with high customer support requirements (telco, finance, retail, civilian government, etc.) 

• want to enforce a best‐practice process for call center support, while integrating applications and unstructured content 

• are experiencing high CSR turn‐over due to difficult and unwieldy call center processes 

• have CSRs who must access disparate content stores for customer support information 

• have customer support requirements that are influenced by compliance and regulations 

• are struggling with low customer satisfaction and/or are pursuing a customer loyalty initiative 

TARGET ACCOUNT PROFILE  

 

 

 

 

 

 

 

VALUE  • Reduce Call Handling Times (CHT): by providing faster access to support related documents that are accurate and up to date. 

• Improve Call Quality:  by ensuring that CSRs are providing customers with the latest, approved information from unstructured content that is being referenced.  

• Increase Customer Satisfaction: by giving customers the right information at the right time and reducing customer wait time while CSRs access unstructured support content.   

• Reduce After Call Work (ACW): by ensuring that the CSRs are providing customers with accurate information during the call.  

  

• Improved Employee Satisfaction: Siebel ECM provides direct access to personalized, relevant content and content management services through the familiar Siebel CRM user interface allowing CSRs to remain in their working environment while managing and accessing unstructured content. 

• Extend Siebel Investment: Drive additional value from your Siebel investment and CRM‐related content by delivering an unstructured content management solution on top of Siebel and within the existing infrastructure.  

 

 

 

 

 

 

 

 • Need to access content that is stored or managed elsewhere 

• Need integration with CRM system to enable content management and access from within call center working tool 

• High cost of support for content integrations with CRM system 

• Need for automation and integration to ensure content on self service web sites is identical to CRM content 

 

PAIN POINTS  

  • Need for gocontent crecontent rel

• Need to finSiebel mod

• Poor systemwhile accescreating low

• Need for wacross the ebusiness   

d June 2009. 

 

vernance over customer support ating a lack of confidence by CSRs in iability d customer support content across ules  performance and responsiveness sing customer support content  customer satisfaction 

orkflow for reviews and approvals nterprise and within lines of 

Page 2: ECM for Siebel - OPN · PDF fileThe ability to leverage more flexible content centric workflow capabilities into Oracle UCM or via ... Microsoft Word - ECM_Siebel_Cheatsheet_ContactCenter

Last updated June 2009.  Company Confidential - Shared under OPN NDA  

CUSTOMER EXAMPLES   Large North American Telco  • Oracle Content Management integrated with Siebel Contact Centers • Used by over 17,000 CSRs • System in production within 12 weeks • Relevancy and related linking of products for cross‐selling opportunities • Customer call times cut by 75% 

Newport City Council 

• Developed a searchable A‐Z knowledge base that allows CSRs to easily search for information and respond quickly to up to 2,000 telephone queries each day  

• Implemented Oracle Content Management with call center 

• Enabled call center agents to increase first‐time resolution and complete calls within an average of 3.5 minutes  

• Increased ease‐of‐use and enabled faster retrieval of relevant information within the 2,800 pages of repository content  

• Oracle Information Rights Management • Oracle Universal Records Management  

 

 OBJECTION HANDLING  

ECM for Siebel Contact Center 

Why should I invest in an ECM system when Siebel Alrady has a file store?  For today’s business needs, basic file systems such as the Siebel Files store fall short in its inability to provide fast access to key customer related documents, and easily distribute them within and outside an organization.  The impact of not having access to the most accurate, up‐to‐date versions of key content that drives business processes can result in lost productivity, and ultimately default competitive advantage.  Additionally, Oracle UCM provides additional benefits including versioning and metadata capabilies, the ability to view a Web rendition (PDF, TIFF, HTML) of the document directly from the Siebel UI eliminates the need to havethe native application that generated the document (a Siebel Files limitation).  The ability to leverage more flexible content centric workflow capabilities into Oracle UCM or via Oracle BPEL is another advantage. 

Why should I consider Oracle UCM over other Siebel ECM solutions?  As recognized by Forrester Research, Oracle UCM is a market leading Enterprise Content Management system, and Siebel is a market leading CRM system.  This integration brings the best of both worlds together on one unified platform, in a single vendor solution.  It’s a strategic investment in your Siebel infrastructure, with the ability to extend a content enabled Siebel with other Oracle Fusion Middleware capabilities, and with a complementary roadmap that ensures certification with the latest Siebel versions, as opposed to most other ECM solutions that only support legacy Siebel releases.  Oracle UCM is the strategic attachments content management solution for Fusion Applications moving forward, so investment in Oracle UCM as an ECM infrastructure ties in with Oracle’s strategic direction. 

 

     Oracle Internal Use 

Only

KEY INTEGRATIONS 

 

 

• Oracle Document Capture 

 (BPEL Process • Oracle AutoVue  Oracle SOA Suite Manager) 

C TSOMPONEN  

 • Siebel CRM • Oracle  Enterprise Content Management Suite or Universal Content Management 

• Siebel Adapter for Oracle Universal Content Management