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Sutherland Engage A smart agent desktop transforming customer service that leverages your existing applications and technology investments Sutherland Retail

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Page 1: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Sutherland EngageA smart agent desktop transforming customer service that leverages your existing applications and technology investments

Sutherland Retail

Page 2: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

\\ Sutherland Inc, Confidential2

Customers expect requests to be resolved quickly and seamlessly in their channel

of choice

Customers expect to be recognized and

understood

Customers expect a personalized service

Differentiate through service and still protect

margin

Premise: Your customers now expect hyper personalized and relevant experiences anytime, anywhere

Page 3: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

\\ Sutherland Inc, Confidential3

What if you could:Understand your customers behavior on EVERY interaction?

Purchases

Online Behaviours

Device Streams

Service Experience

Enterprise Systems

Segm

enta

tion

Chur

n M

odel

ling

Cate

gory

Mod

ellin

g

Prop

ensit

y &

Sen

sitiv

ity

Affin

ity A

naly

tics

CLTV

Enga

gem

ent

Mod

ellin

g

Cust

omer

Pot

entia

l

Cust

omer

Str

ateg

y

AI/ML powered pre-built m

odels

Customer PersonasHyper-personalized Recommendations

Contextual NBA’s

Page 4: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

\\ Sutherland Inc, Confidential4

Leveraging our advanced pre-built analytics for Retailers

Customer Lifetime Value (CLTV)

Customer Potential

Category Propensity

Channel Cross-Sell Potential

Campaign Response

Engagement Segmentation

Constancy Segmentation

Customer Churn Propensity

Lifecycle Segmentation

Price Sensitivity Segmentation

Page 5: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

What if you could understand their journeys/trips as they engage your brand, optimizing their customer lifetime valueAccelerate benefits to enterprises

\\ Sutherland Inc, Confidential5

Cust

omer

Val

ue

Acquire Onboard Cultivate Reconsider

Customer

LifetimeChurn

ChurnChurn

Reactivate

0

Analytic Activity• Response Model• Conversion Model• Test & Learn

Invest Recapture Investment Optimize Value Invest to Retain

Objective• Minimize Cost• Recruit Best Customers• Develop a Lead Gen process

that is effective, efficient and scalable

Analytic Activity• Up-sell Model• Retention Model• Test & Learn

Objective• Educate & Loyalize• Up-sell to related product• Understand early churn

Analytic Activity• Up-Sell• Cross-Sell• Retention• Next-Best-Product

Objective• Extend Lifetime• Reward Loyal Customers• Maximize Customer Spend

Objective• Minimize Customer Losses• Allow Selective Attrition• Consider Inactive Customers as

Prospects

Analytic Activity• Reactivation• Retention• Test & Learn

Strategic Analytics• Segmentation• Driver Analysis• CLTV / PLTV

Page 6: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Sutherland can…make operations smarter & deliver a differentiated customer experience

v provide a personalized, contextual, & highly relevant intelligent experience v anticipate needs based on context, preferences, prior queries; delivering resolutions, alerts and

getting smarter with each interaction.v give you each customer’s shipping trendv predict why customers are contacting usv show customer’s spend historyv assign each customer a profilev provide “White Glove” when “White Glove” is warrantedv enhance agent skills allowing them to move beyond routinev give agents the Next Best Action to takev reduce agent error and improve efficiencyv reduce time required on each contact

• Proposition:• Improved CX-CSAT, • Reduced Customer and Agent Churn• Improved CLTV

Page 7: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Analytics

Unified DesktopOmnichannel

Engage

What is a Sutherland Engage

7

• Engage is Sutherland’s transformation solution for Intelligent Customer Engagement to drive measurable value to customer service operations through all stages of the customer service journey

• Engage delivers a personalised, contextual and highly relevant service throughout the customer journey that exceeds the customer’s expectations across all channels.

• Engage is a middle ware platform, that seamlessly connects several enterprise investments (e.g. Avaya, Oracle, OpenMethods)

• Actionable agile analytics plays a pervasive role in Engage• Personalization (Recommendation, Offers, NBA)• Interaction Reason Prediction• Customer health and intervention (coupon, offer, advice)• Routing and Workflow Optimization

• Engage provides:• True Omnichannel capability, with full 360 customer view• Machine Learning and AI is used to improve Customer engagement outcomes• Contextually aware Unified Desktop to provide personalised interaction and

reduce agent effort • System changes are accompanied by process change

Page 8: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Enabling 360 degree view for a seamless omni-channel experience Nordy Club Registration

Nordy Club Tier

Nordy Club Redemption

Offer Redemption

Offers Received

Channel Usage / PreferenceClick and collect UsageIn Store OrderingDelivery Preferences

Browsing Behavior

Reviewing Behavior

Department Purchasing

Affinity Departments Brand Preferences

Affinity Brands

Store Preferences

Contact Center Usage

SentimentService Issues

Price Sensitivity

Engagement

Lifestyle

Lifestage

Promotional Response

Lifetime Value

Potential

Constancy

Geodemographic

Lifecycle

16

\\ Sutherland Inc, Confidential8

Page 9: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Engage Architecture

\\ Sutherland Inc, Confidential9

Insights

Unified Desktop

Apps Integration

Increased Wallet Share & Conversion

ImprovedCustomer

Experience

Marketing and Merchandizing Optimizations

PREP & TRANSFORM

Hadoop/Spark and Machine Learning

Predictive and Cognitive Models

Elastic Scale, Analytics Services

DATA INTELLIGENCE INSIGHTS ACTION

Orders

Loyalty

Inventory

Case Mgmt

Gift Registry

CRM

PIM

Ingestion

Native API

DB Links

Message Q’s

Web Svcs

FTP

Azure DL

Azure WH

Azure DB

Azure Table

Unified Desktop and Workflow Engine

Sutherland CCaaS InfrastructureOmni-Channel Workforce Management, Routing, Orchestration

Customer 360o

Customer Strategy

Next Best Action

Buying Behaviour

Product Recommendations

Targeted Offers

MicroServices BRMSWorkflow Engine

Workflow Automation

Call Reason Prediction

SSO

Page 10: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Value creation and growth drivers

• Powered by a 360 degree customer view that provides team with an intimate understanding of each customer.

• Uses machine learning driven cognitive analytics and Next Best Action techniques to pre-empt customer needs and deliver personalised and contextual service.

• Supports customer strategy through the ability to take direct action to drive customer growth and improve retention, both through inbound and outbound activity.

• Seamlessly integrates and leverages client applications • Can leverage Sutherland’s pre-built analytics suite while integrating to existing segmentation and

targeting.

\\ Sutherland Inc, Confidential10

Reduced Call Handling Time

Increased Customer

SatisfactionImproved First Call Resolution

Improved order completion Reduced Churn

Positive Customer Migration

Page 11: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

USE CASE- Order StatusUse Case 2 – Order Status Current state Future State

Customer Agent AHT AHT

Calls In Acknowledge Customer 3 seconds 3 secondsStarts to create notes 30 seconds 0 secondsUse email or phone number to generate customer account in RightNow 20 seconds 20 seconds

Customer state the reason for contacting Customer Requests Order Status 20 seconds 20 seconds

Verify customer by requesting the name associated with the account, the email address, order number 50 seconds 30 seconds

Provide credentials Locate customer information in Admin 30 seconds 30 secondsReview the status of the order and provide explanation 1:59 (Admin, File maker ) 30 seconds•Depending on the type of order, more than one tool would be accessed. For e.g. For post order, the relevant tool would be accessed to gather update on the shipping status from the Brand partner•If Pre-order/Owned/Dropship inventory use Admin to see status of order 2 minutes 1 minutes

Will await delivery

Provide detail information regarding the order status-If order was shipped provide tracking number and carrier (Carrier’s website (FedEx, USPS, UPS and OnTrac)-if not shipped explain time frame for shpping 2:05 3:00Explain that we are a flash sale site and their account is billed as soon as the order is placed. Depending on the event provide shipping time frame 2:18 1:30Offers any additional assistance 5 seconds 5 secondsBrand the contact 3 seconds 3 secondsReview notes prior to closing to ensure everthing is captured. 5 seconds (Right Now) 5 seconds

Click Send and Close to complete interaction

Complete log at 1 minute(RN and Admin) Should be updated while speaking with customer

No need to update while speaking to customer; can edit suggested log at the end.

\\ Sutherland Inc, Confidential11 Efficiency Gains:Ø 3 minutes savings overall

Page 12: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Customer Engagement Management – Agent Assist

©2018 Sutherland, Inc. Confidential 12

Page 13: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Customer Engagement Management – Next Best Action

©2018 Sutherland, Inc. Confidential 13

Page 14: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Customer Engagement Management – Recommendations

©2018 Sutherland, Inc. Confidential 14

Page 15: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Customer Engagement Management – Loyalty

©2018 Sutherland, Inc. Confidential 15

Page 16: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Customer Engagement Management – Activity

©2018 Sutherland, Inc. Confidential 16

Page 17: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

Appendix

\\ Sutherland Inc, Confidential17

Page 18: Sutherland Retail Sutherland Engage - Microsoft Azure...Analytics Unified Desktop Omnichannel Engage What is a Sutherland Engage 7 • Engageis Sutherland’s transformation solution

\\ Sutherland Inc, Confidential18

Intelligent Customer Service Value Chain

1

2

3

4

5

Increased efficiencyImproved core operational metrics for customer service productivity

Reduced Friction Better support for successful customer service journeys

Enhanced customer empowermentIncreased self-service engagement for analysis, discovery, and resolution

Proactive action Targeted insights to notify, educate, schedule, and interact with devices

Preemptive serviceIncreased preventive service via manual and automatic engagement