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How Interaction Process Automation Works
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How Interaction Process Automation Works


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  • IPA will assist with the common, repetitive types of processes found in any organization
  • IPA will also tackle the people-centric processes that are unique to certain industries.
  • Some companies may think inserting data into spreadsheets, using colored file folders, or sending emails is ‘automating’ a process.Latency and human error introduced by manual or poorly automated processes cost companies:TimeRevenue opportunitiesCustomer service and satisfactionComplianceWorkforce effectivenessDelivery costsCash flow issuesStaffing
  • Examples:Reducing the time required to process an insurance claim from 3 weeks to 1 weekDecreasing the time for a sales lead to be distributed to a sales person from 28 hours to 2 hoursReducing the cost of on-boarding a new employee from $800 to $200
  • Just using technology to automate will likely result in automating a broken process. It’s critical to map out a process “as is” today, identifying opportunities for efficiencies or improvements (such as redundancies, bottlenecks, human decisions that allow for error downstream in the process), then re-designing the process “to be” implemented in IPA. Taking a process that occurs 50 times a day and automating it so it can occur 100 times may not be what a company needs. Drawing out what the process is, and what it needs to be will drive significant, compelling ROI. (ROI that can potentially fund the next process implementation project…)
  • These are just some examples of how efficiencies created with IPA can result in measurable ROI.
  • Companies will realize the benefits of BPA quicker and cheaper if adding process automation is treated as an extension of their all-in-one communications platform, as opposed to building a standalone BPA solution or trying to integrate a BPA suite with their existing communications infrastructure.
  • The same advanced technologies that enable contact centers to effectively handle volumes of real-time interactions are now applied to “work center” processes.
  • A simple generic look at any process a business may face. Many inputs for how a process is started.Simple rules based triage to do things like verify dataMove the work items through several points of contactAlert or notify, anyone, with any method, at any step of a processFulfill the process and have the ability to report and track all the steps that were taken.
  • An all-in-one solution for business process automationBuild itDefine process dataDesign process work itemsLay out the process flowDeploy without ever touching end-user desktopsImprove itTrack performance in real-time
  • Drag and drop various user interface controls onto the canvas and associate them with different pieces of process data. Create different work itemsfor the various users that will participate in the process and limit them to what is appropriate according to their roles. Easily handle access to images, document access, faxes, and even embed web browser controls.
  • Describe the different states through which work flows during the process and what steps to perform along the way.
  • The Interaction client is the interface for all communications AND processes
  • End users receive work items as designed for them.
  • A user can manually launch any process to which they have rights…
  • End users can search across completed or running processes by specific fields such as customer’s name, phone number, account number, etc. and find all matching processes. This capability will be useful when a customer calls with a question about a current process.
  • Or, a user can add notes, or view the details or notes of a given process instance, including all interactions related to it. For example, a user can see all calls made to a customer or received from a customer about a loan request. Providing employees in any “work center” this level of visibility to respond to customer requests on demand will greatly enhance customer service and satisfaction. The ability to associate interactions with a business process will offer managers insight into the true cost and true time of that process, end-to-end.
  • Transcript

    • 1. Interaction Process Automation
    • 2. Extending IC Beyond the Contact Center
      Queuing Concepts & Economies of Scale are no longer just contact center Activities!
      With IPA we have taken the concepts we have perfected from the contact center and are extending them to the rest of the organization. These concepts include:
      Skill Based Routing
      Time and Motion (AHT)
      Service Level Delivery
      Resource Forecasting / Scheduling
      Real-Time Monitoring / Historical Reporting
      Eliminate ‘Paper-itis’
    • 3. “Horizontal” Processes
      There are many examples ofbusiness processes that could occur in any organization, regardless of industry:
    • 4. “Vertical” Processes
      There are also examples ofbusiness processes that are specific to a particularindustry:
      The common factor of the processes we are focused on is the fact that they are multiple-step, people-centric processes.
    • 5. The Problem…
      Organizations lack efficiency because manual processes are time consuming, inconsistent, and filled with latency and human error.
    • 6. The Solution…
      Technology that provides the automation of core, people-centric business processes using proven communications technology
    • 7. A Different Approach
      Interaction Process Automation™ (IPA) is the first all-in-one communications-based process automation (CBPA) solution designed for the automation of people-intensive processes for mid-size to large organizations. IPA’s value proposition:
      Hard ROI– IPA provides measurable return on investment for unified communications by minimizing latency and human error in business processes, allowing organizations to decrease the cost of critical business processes and decrease the time it takes to complete a process
      All-in-One Platform – IPA is based on a true unified, all-in-one communications platform resulting in reduced operating costs
      A Unique Alternative– IPA offers a first-of-its kind alternative to existing process management systems that are complex and costly, and to communications ‘tool-kits’ that lack end-to-end automation for the quantifiable return on investment CxO’s demand today
    • 8. The Path to ROI Begins With The Process
      The process re-designed for automation will look very different than it does today
      “TO BE”
      “AS IS”
      Critical process analysis, discovery and design phase:
      Document process “as-is” today
      Identify opportunities for improvement
      Re-design process as it is “to be” implemented in IPA
      Estimate/validate ROI
    • 9. How IPA Delivers Measurable ROI
    • 10. BPA
      Call/Screen Recording
      Outbound Dialing
      Voice Messaging
      Self Service (IVR, Speech)
      Contact Center (ACD, Skills, Presence)
      Enterprise PBX
      A Comprehensive, All-in-One Platform
      By leveraging the all-in-one IC platform as the “backbone” and overlaying applications and business logic, we change the cost structure of implementing BPA.
    • 11. Applying Proven Communications Technologies to Process Automation
      Contact center-style queuing and routing become essential for accurate and flexible prioritization and distribution of work in multi-step business processes
      VoIP provides complete location-independence, enabling employees to participate in business processes from anywhere in the world
      Becomes “process presence” indicating availability for a work assignment to speed processing time
      Provides visibility into every step of the work process, including supervisory, escalation, audit and reporting functions
      Becomes an essential part of compliance for business processes
    • 12. Real Value from Proven Technologies
    • 13. What Does IPA Enable A Company To Do?
      • Automate manual or poorly automated processes using powerful, flexible data structures and robust user interfaces
      • 14. Initiate processes from interactions, events, other processes…
      • 15. Sequence and track work even when performed by means outside CIC
      • 16. Manage work and interactions; link them in one automated process
      • 17. Intelligently route work and orchestrate entire business processes across the enterprise (“silos”- people, systems, departments, business units) and beyond
      • 18. Create complete business process flows entirely within the ININ process automation engine
      • 19. Service Oriented Architecture (SOA) interconnects all components; processes can make use of all the power of the IC Platform
      IPA is not intended to replace core business systems but to easily work in concert with them
    • 20. The Benefits of Process Automation
      • Better customer service via well documented, systematized processes
      • 21. A more efficient organization with more expertise implemented explicitly in automated processes rather than implicitly by key employees
      • 22. Greater ability to withstand employee turnover and temporary unavailability
      • 23. Greater visibility into key business processes and what it costs to run them
      • 24. Greater opportunities to save money and increase efficiency
      • 25. Greater opportunities to retain and grow valuable customers
      Improving business processes improves competitive advantage
    • 26. Summary
      Interaction Process Automation™ (IPA)
      • End-to-end process automation from process modeling, to work delivery and presentation, to monitoring and tracking
      • 27. Measurable ROI by applying proven communications technology to process automation
      • 28. Less costly and complex than alternative approaches to process automation
      • 29. Ease of integration with core business applications (e.g. SharePoint, CRM, content management, external portals, etc.)
    • Business Process Automation
      • Provides the automation of core, people-centric business processes
      • 30. Providing the ability to:Capture, Prioritize, Route, Escalate, and Track each step of the process flow
      • 31. Utilizes proven communication technology
      • Decrease the cost of a given process
      • 32. Increase organizational efficiency
      • 33. Eliminate latency in processes
      • 34. Minimize human error
      • 35. Less complex than legacy business process management suites
    • The Big Picture of Interaction Process Automation
      Accts Payable
      (Apply Rules)
    • 36. How It works
      Interaction Process Automation
    • 37. Intuitive Design Environment
    • 38. Defining the Process Data
      What information do you want to capture and track?
      • Choose from the many available data types to create a schema describing what information is to be collected during the process.
      • 39. Set role-based security specificationsto control who can see and who can change information.
    • Design end user views of work items with drag-and-drop simplicity
      Creating End User Interfaces
      • Create different work items for different people involved in the process.
      • Work items display and capture process data.
      • Easily associate user interface controls (e.g. a text box) with a specific
      piece of data (e.g.
      customer first name).
      • Add graphics, embed links to other applications…work items can be as simple or complex as needed.
    • 40. Visually lay out the process flow in a very intuitive way
      Laying Out the Process Flow
      A process flow
      consists of various
      states (e.g.
      “approved,” “denied,”
      etc.) and the tasks and actions that occur in each state
    • 41. Processes can be initiated in many ways
      • The same process can easily be kicked off in many ways.
      • 42. Agents can also kick off processes on behalf of customers from within Interaction Client.
      • 43. Implement consistent processes across the organization.
      Agent-assisted phone call
      Applications and Systems
    • 44. Work Items Appear
      Work is presented in the same interface used for interactions
      Users start seeing work show up in their My Work Items
    • 45. Interfaces present and format work to be done
      Users Work in the Designed Interfaces
    • 46. Launching a New Process
    • 47.
      • Users can search across the defined fields and find all matching processes.
      • 48. This capability is often used when a customer calls with a question about a current process.
      • 49. Calls and other interactions can be linked by the user with a particular process.
      Searching Across Processes
    • 50.
      • Users can take an inbound interaction and associate it with a particular process that had been started prior to the current call. This allows multiple interactions to be added into the same process.
      Associated Interactions
    • 51. Real-time Monitoring
      Real-time monitoring of running processes
      View details of a particularprocess
    • 52. Historical Reporting
    • 53.
      Interactive Intelligence
      Questions & Discussion