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Serving the Omni-Channel Customer:
from Self-Service to Agent-Assisted
Welcome
From the Gartner Files:
MarketScope for IVR Systems and
Enterprise Voice Portals
The Relationship Revolution (Resistance
is Futile!)
About Aspect
issue 1
2
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13
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Featuring research from
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Welcome
In July of 2013, Aspect completed its
acquisition of Voxeo. Aspect and Voxeo share
a common vision of making it easy for you to
engage with your customers, regardless of the
communication channel. Each company brings
skills and assets that make the other stronger,
and as a result make the combined entity more
impactful.
The acquisition was an important move for Aspect as part of its larger
strategy to enable remarkable, omni-channel customer experiences –
self-service or agent-assisted, in the cloud or on-premise. The combined
solutions empower customers to remove communication and workflow
barriers, automate business processes and increase productivity.
The Voxeo acquisition significantly enhances Aspect’s ability to support
deployment versatility with a global infrastructure, while adding a market-
leading IVR and multi-channel self-service platform to the company’s
solution portfolio. IVR remains highly important in the customer
engagement mix as mobile customers expect to move between channels
seamlessly. A modern platform with a track record of market-leading
innovation ensures a solution that meets customer needs today and in the
future.
Voxeo’s track record of innovation in the self-service space and strong
customer focus resulted in “Strong Positive” ratings from Gartner in 2011
and 2012. In the 2013 Gartner MarketScope for IVR Systems and Voice
Portals report, analysts Jay Lassman and Bern Elliott write:
“Because of its market acceptance, Aspect has determined
that the Voxeo CXP and Prophecy platforms, which we rated
“Strong Positive” in 2011 and 2012, will be Aspect’s IVR
platform. Since we previously rated Aspect as “Promising,” our
“Positive” rating for the combined company reflects our opinion
it will take time for Aspect to fully transition to the Voxeo offers.”
We are pleased to report that in August 2013, less than two months after
Aspect’s acquisition of Voxeo closed, the company showcased a working
demonstration of Voxeo’s IVR and mobile solutions integrated with
Aspect’s interaction management platform. Aspect and Voxeo customers
alike already benefit from seamless integration from multi-channel self-
service to agent-assisted service.
Serving the Omni-Channel Customer: from Self-Service to Agent-
Assisted is published by Aspect. Editorial content supplied by
Aspect is independent of Gartner analysis. All Gartner research
is used with Gartner’s permission, and was originally published
as part of Gartner’s syndicated research service available to all
entitled Gartner clients. © 2013 Gartner, Inc. and/or its affiliates.
All rights reserved. The use of Gartner research in this publication
does not indicate Gartner’s endorsement of Aspect’s products and/
or strategies. Reproduction or distribution of this publication in
any form without Gartner’s prior written permission is forbidden.
The information contained herein has been obtained from sources
believed to be reliable. Gartner disclaims all warranties as to the
accuracy, completeness or adequacy of such information. The
opinions expressed herein are subject to change without notice.
Although Gartner research may include a discussion of related
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independence and integrity of Gartner research, see “Guiding
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ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl3
Are you considering a new or upgraded IVR solution? Gartner
suggests that companies faced with IVR decisions do one of three
things:
1.	 Remain with existing vendor solutions to extend and preserve
investments
2.	 Consolidate IVR investments with broader contact center
infrastructure investments to simplify integration and vendor
relationships.
3.	 Choose an alternate vendor with innovative IVR solutions that
are likely to align with new buying preferences as a strategy
for adapting to changing customer demographics.
Aspect uniquely enables companies to both consolidate
their investments and enjoy forward-looking, best-in-class
technologies that make it easier to engage your customers,
regardless of the channel. We look forward to learning more
about your business and how we can work together to create
remarkable customer experiences. m
Warm Regards,
John Amein
VP Product Management, Aspect
4lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted
Mobile device use is the leading driver of new interactive
voice response applications. Our highest rated vendors are
developing applications that personalize customer self-service
for smartphone and tablet users. Vendors also offer new tools to
help IT leaders optimize their IVR investments.
What You Need to Know
Interactive voice response (IVR) and voice portal platforms
are valuable technologies for improving the return on contact
center investments. These systems enable enterprises to reduce
their reliance on contact center agents to resolve customer
service issues. Leading companies require their customer
service operations to increase their use of automation and offer
greater levels of personalization in customer self-service, and
continuously increase self-service utilization and call completion
rates. Companies also use IVR for data-directed routing to
increase the level of personalization offered in routing calls to
live assistance. For example, leading companies are reconnecting
repeat callers to the agent with whom they most recently spoke.
All the vendors’ products reviewed in this MarketScope are
mature and offer solutions that can satisfy most requirements.
The real challenge lies in finding a cost-effective IVR platform
that will satisfy the enterprise’s specific requirements for
improving customer service. IT personnel can narrow their list
of suitable vendors by choosing from the following goals and
strategies:
•	 Remain with existing vendor solutions to extend and
preserve investments.
•	 Consolidate IVR investments with broader contact center
infrastructure investments to simplify integration and vendor
relationships.
•	 Choose an alternate vendor with innovative IVR solutions
that are likely to align with new buying preferences as a
strategy for adapting to changing customer demographics.
This research will help developers facilitate the vendor selection
task.
MarketScope
Most vendors in this MarketScope have shifted from
proprietary IVR environments to systems that support three key
standards:
•	 Voice Extensible Markup Language (VXML) — an
Internet standard protocol that encourages enterprises to
use hardware and firmware that is independent of a specific
application server. This approach leads to an ecosystem of
applications from different developers that enterprises can
deploy on a range of vendor platforms without the need for
complete rewrites. Enterprises using VXML can shift their
computer telephony integration (CTI) apps to voice portal
architecture for voice response platforms, which is similar
to Web application architecture. The portal approach
enables companies to facilitate the creation of voice and
Web applications that share the same underlying business
software modules.
•	 Media Resource Control Protocol (MRCP) — an Internet
standard for interfacing IVR platforms with speech engine
applications such as those that support automatic speech
recognition (ASR) and text-to-speech (TTS) functionality.
•	 Session Initiation Protocol (SIP) — allows for more
flexible call routing and control, and is often less expensive
than the other two options. SIP is becoming the preferred
method for establishing multimedia sessions.
The distinction between the traditional vertically integrated IVR
architecture and the disaggregated VXML portal architecture
has become less critical in the vendor selection process. The
generic term for this type of service is still IVR, even though the
vendors are capable of supporting integrated vertical IVR and
disaggregated voice portal configurations, which is important
for long-term planning and investment protection.
MarketScope for IVR Systems and Enterprise Voice Portals
Research from Gartner RAS Core Research Note G00250282,
Jay Lassman, Bern Elliot,
12 August 2013
ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl5
In today’s market, customers are seeking critical capabilities in
IVR products and services from two different perspectives:
•	 Technology — In addition to traditional dual-tone
multifrequency (DTMF), there is now integration of
customer contact channels (e.g., voice, Web, social
media and mobile devices), the integration of self-service
with agent-assisted service and the ability to use speech
recognition for UI improvements, as well as a trend toward
implementing natural language speech recognition.
•	 Administrative — Application development tools, flexible
reporting and comprehensive analytics are available.
Market/Market Segment Description
Voice response platforms provide voice access to information
and applications and can perform complex call routing based
on information provided by the caller. The IVR market is
mature, and all vendors presented in this research support key
standards. In previous years, Gartner identified two distinct
classifications of voice response platforms: IVR platforms and
voice portal platforms. Today, virtually all IVR apps are based
on the VXML standard, with the market using these terms
interchangeably.
Inclusion and Exclusion Criteria
To be included in this MarketScope, solution providers must:
•	 Offer commercially available, on-premises IVR solutions for
customer self-service applications that, at a minimum, use
DTMF and speech recognition technologies.
•	 Have sufficient sales and operational presence to support
their market objectives.
•	 Provide evidence of an ability to generate significant interest
from leading client segments.
•	 Provide three references for enterprise on-premises IVR
products.
Each vendor was asked to provide three customer references,
which enabled us to gauge customer satisfaction in areas that
included:
•	Installation
•	Training
•	Documentation
•	Service/Support
•	 System Administration
•	 System Performance
•	 System Reliability
This research does not include service providers and network
operators that only offer hosted and managed voice response
technologies. However, some of the reviewed vendors offer
hosted and on-premises products.
Rating for Overall Market/Market Segment
Overall Market Rating: Positive
Our outlook for this market is Positive for two reasons:
•	 Organizations within the private and public sectors are
continuing their investments in IVR.
•	 The market is composed of a relatively unvarying group
of IVR vendors that offer mature technologies and reliable
performance year over year.
Vendors continue to develop (or introduce) new technologies
that trigger trends and offer new applications that enhance
customer service, help desk capabilities and business
process management. Vendors that add analytics to their
capabilities often gain a competitive advantage, particularly
when companies that use IVR strive to optimize call routing
to best match their customers’ requirements. It is important
to monitor how different IVR providers execute their go-to-
market strategies. An attractive and innovative portfolio doesn’t
automatically equate with broad market adoption, as product
functionality is only one part of a successful marketing mix.
For example, trends in the market that seem tangential to
customer service, such as the increased use of mobile devices,
are resulting in new applications that enhance self-service
functionality, as well as the mobile device user customer
experience.
6lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted
Source: Gartner (August 2013)
Table 1. Evaluation Criteria
Evaluation Criteria Comment Weighting
Market Understanding Ability of the vendor to understand buyers’ wants and needs,
and to translate those into products and services. Vendors that
show the highest degree of vision listen to and understand
buyers’ wants and needs, and can shape or enhance those with
their added vision.
Standard
Marketing Strategy A clear, differentiated set of messages consistently
communicated throughout the organization and externalized
through the website, advertising, customer programs and
positioning statements.
Standard
Sales Strategy The strategy for selling products that uses the appropriate
network of direct and indirect sales, marketing, service and
communication affiliates that extend the scope and depth of
market reach, skills, expertise, technologies, services and the
customer base.
Standard
Offering (Product) Strategy The vendor’s approach to product development and delivery
that emphasizes differentiation, functionality, methodology and
feature sets as they map to current and future requirements.
Standard
Business Model The soundness and logic of the vendor’s underlying business
proposition.
High
Innovation The vendor’s innovative ability to meet the specific needs of
individual market segments, including vertical markets.
Standard
Overall Viability (Business Unit,
Financial, Strategy, Organization)
Viability includes an assessment of the overall organization’s
financial health, the financial and practical success of the
business unit, and the likelihood that the individual business
unit will continue investing in and offering the product, and
will advance the state of the art within the organization’s
portfolio of products.
High
RATING
Strong Negative Caution Promising Positive Strong Positive
Aspect x
Avaya x
Cisco x
Convergys x
Enghouse Interactive x
Genesys x
West x
As of 9 August 2013
Source: Gartner (August 2013)
ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl7
Vendor Product/Service Analysis
Aspect
On 26 July 2013, Aspect announced it had acquired
Voxeo, a provider of cloud, hybrid and on-premises-based
IVR deployments, as well as industry-leading IVR and
multichannel self-service capabilities. (Due to the acquisition,
Voxeo is no longer listed on this Vendor Rating research.)
Aspect gains Voxeo’s good record of year-over-year growth
driven by the continued proliferation of mobile devices and
consumer preference for the convenience of mobile self-
service applications. Voxeo delivers additional value, such as
automating user authentication and supporting location-based
services, to further enhance the customer experience and drive
efficiencies.
Voxeo benefits from the addition of Aspect’s large installed
contact center base, worldwide coverage and a much larger
sales force, which includes global coverage through direct and
indirect sales. Specifically, transactions in North America are
predominantly direct sales; and transactions in Asia/Pacific,
the Middle East and Latin America are mostly indirect sales.
In Europe and Africa, Aspect sells through a mix of direct and
indirect channels.
Prophecy is Voxeo’s voice portal platform that works via
standard phone lines or SIP and includes browsers, call
recording, inbound as well as outbound IVR, conferencing,
bundled English ASR and TTS. Voxeo Designer enables basic
graphical development and support for third-party ASR and TTS
through MRCP. Voxeo CXP (formally VoiceObjects) is Voxeo’s
self-service application development, deployment, analytics
and management suite. Voxeo CXP unifies customer self-service
across multiple channels of mobile interaction, including voice,
SMS, mobile Web, native smartphone apps, chat and social
media. Voxeo CXP provides a consistent customer experience
across channels, while also efficiently using IT infrastructure
and investments via modular, reusable component support for
business logic, back-end integrations, service flow, dialogue
management, personalization and analytics. CXP Pro combines
the full Voxeo CXP suite, including analytics and Eclipse
integration, with the Prophecy voice portal platform.
Advice to Clients: Organizations with complex requirements
should consider Aspect products, including the ability to use
Voxeo CXP with their non-Voxeo voice portal platforms, such
as Aspect, Avaya, Cisco and Genesys. On-premises-based
and hosted services also provide customers with flexible IVR
deployment options.
Where possible, Aspect and Voxeo customers should continue
working with their respective established tools and expect there
likely will be strong porting options between platforms. Because
of its market acceptance, Aspect has determined that the Voxeo
CXP and Prophecy platforms, which we rated “Strong Positive”
in 2011 and 2012, will be Aspect’s IVR platform. Since we
previously rated Aspect as “Promising,” our “Positive” rating for
the combined company reflects our opinion it will take time
for Aspect to fully transition to the Voxeo offers. Therefore, we
advise caution regarding significant future investments until
there are clear road maps for new application development.
Aspect Unified IP (UIP) customers need to understand UIP’s
product life cycle before going ahead with new investments. On
the other hand, CXP interoperates with Aspect today, thus is
already compatible with legacy Aspect installations.
Rating: Positive
Avaya
Avaya Aura Experience Portal is Avaya’s software platform for
orchestration and support of a wide range of multichannel
self-service and routing applications, including mobile, voice,
video, email, outbound and SMS text. Experience Portal
integrates with telephony, speech, multimedia and Web
services programming languages, as well as other open industry
standards. The platform is integral to Avaya’s Cloud, managed
services, midmarket and virtualized environment offers.
Avaya Aura Orchestration Designer is a free-of-charge Eclipse-
based application development environment for creation of
multichannel self-service and agent workflows. Orchestration
Designer is the latest major release of Avaya Dialog Designer
and the former Nortel Enterprise Solutions (NES) Service
Creation Environment (SCE) for the contact center. It supports
creation of self-service applications for Experience Portal,
legacy Avaya platforms and NES IVR platforms, as well as agent
workflows for Avaya Aura Contact Center.
Orchestration Designer includes functions to create self-
service applications that use Java and Voice XML (VXML).
The tool enables developers to simulate complex call control,
voice dialogue and communication-enabled business process
applications from within the environment without having to
deploy it on a live platform.
8lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted
Avaya has a very large direct and indirect global sales channel
supported by the company’s contact center and IVR consultants,
sales specialists and sales engineering personnel. Key global
growth areas during 2012 and 2013 include the U.S., Canada,
Asia/Pacific and EMEA. Experience Portal port shipments are
up from 27% to well over 100% across all regions. Likewise,
Avaya has won significant global expansion for major customers.
Furthermore, Avaya’s market understanding comes from its
deep-rooted presence in the contact center and IVR markets.
The company also has excellent references from its large
customer base, which includes many global companies.
Although the company has refinanced some of its previously
near-term debt, which extends the servicing window by several
years, customers continue to express concern regarding the
company’s long-term financial stability. Reversing its recent
overall record of declining revenue is very important if the
company will improve its ability to win new customers.
Advice to Clients: Consider Avaya for complex midsize
and large-scale multichannel IVR technologies. Avaya Aura
customers should invest in Experience Portal self-service
solutions. Enterprises with legacy Avaya or NES platforms
should work with Avaya to develop road maps specific to their
organizations. Dialog Designer VoiceXML applications written
for Interactive Response, Voice Portal or Media Processing
Server are supported in Orchestration Designer and portable to
Experience Portal.
Rating: Positive
Cisco
Cisco Unified Customer Voice Portal (CVP) provides voice
browser, application server and service-creation capabilities, as
well as reporting and centralized management and provisioning
in an enterprise voice portal implementation. CVP can be
deployed stand-alone in conjunction with third-party automatic
call distributor (ACD) systems or with Cisco Unified Contact
Center Enterprise. CVP is a VXML-compliant offering composed
of Cisco IOS gateways, providing VXML 2.0/2.1-compliant
browsing, a VXML server, a Java Platform, Enterprise Edition
(Java EE) application environment, and a call server component
that provides SIP call control and CTI interoperability. New CVP
features include access to Cisco Remote Expert solutions and
MRCP v.2. MRCP allows CVP to make and release connections
to ASR and TTS resources. Furthermore, CVP is part of Cisco’s
Packaged Contact Center Enterprise offering, which provides a
pre-integrated contact center solution for up to 1,000 agents.
Features introduced since Gartner’s 2012 IVR and voice portal
MarketScope include:
•	 Video in queue, which allows a video caller to view a video
prompt and navigate a video menu using DTMF keys while
in queue for a video agent.
•	 CVP platform upgrades, including Windows, Informix and
VMware version upgrades, as well as UTF-8, which allows
CVP to support all current TTS languages offered by the
speech vendors.
Cisco Internet Protocol (IP) IVR functionality is available as
part of Cisco Unified Contact Center Express, or as an optional
component of Unified Contact Center Enterprise. New IP IVR
features include increased scalability for up to 400 ports per
server, support for specific non-Cisco hardware in virtualized
environments, support for virtualization features like V Motion,
and booting from storage area networks (SANs).
For a network-based IVR platform in front of legacy vendor
switches, Cisco offers CVP with Cisco Unified Intelligent
Contact Management Enterprise. The latter is an application
server that supports customer interactions by phone, Web, text
chat or email message, and provides centralized management
control over customer contacts.
Cisco’s Hosted Collaboration Solution for Contact Center
provides contact center features and includes CVP IVR.
Advice to Clients: Users of Cisco Unified Communication
Manager or those that have Cisco network infrastructures
should consider Cisco IVR products. Users of non-Cisco
telephony and contact center platforms should consider Cisco’s
IVR offerings by first validating interoperability with respective
core platforms from other vendors. It’s also important to
choose your Cisco IVR dealer from among Cisco’s Authorized
Technology Partners. This authorization ensures that the dealer
can offer required IVR Cisco certifications and expertise. CVP
is often sold in conjunction with Cisco contact center and
unified communications solutions. Although CVP can be a
stand-alone IVR that does not require other Cisco components,
it’s important for prospective buyers to corroborate the dealer’s
expertise supporting similar implementations. Furthermore,
in new deployments, Cisco typically uses CVP to convert
customers to Cisco’s broader portfolio of products.
Rating: Positive
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Convergys
Convergys offers Intelligent Voice Portal as either an on-premises
platform with an optional managed service or a hosted offering.
Hosted offerings include dedicated platform and services, as
well as on-demand SaaS alternatives. In addition to its hosted
services solutions, Convergys has more than 1,000 on-premises
clients utilizing its Intelligent Voice Portal — a platform for the
development, delivery and management of dynamic speech
and multimodal self-service solutions. Convergys Intelligent
Voice Portal provides application enrichment services, system
management, reporting and analytics tools, and a development
tool suite.
Convergys business analytics can perform in-depth analysis
prior to an engagement to identify hot spots and determine ROI
calculations. This offering allows Convergys to analyze not only
the IVR, but also the full call flow through agent interactions
to identify areas needing refinement. In addition, Convergys
provides a unique postcontact survey that enables companies to
capture their customers’ perceptions immediately following an
interaction. The tool is intended to reduce Convergys’ customer
attrition by proactively recommending alternate solution
deployments. References give Convergys high satisfaction ratings
and consider its IVR offerings to be competitively priced.
In addition to Convergys’ Interaction Composer, which serves as
the foundation for the development of multimodal services and
back-office integration, Convergys created FastPath. Customers
can use FastPath to substantially accelerate time-to-market for
new applications. The development tool features an intuitive
Visio-like environment to validate the design, highlight potential
issues, and generate documentation and recording lists. After
generating the application, including code and grammar, a test
plan and test cases, FastPath automatically executes the test
cases.
Convergys Interaction Composer serves as the foundation
for the development of multimodal services and back-office
integration. The company’s product suite includes Intelligent
Self-Service for inbound interactions, Intelligent Notification
for outbound interactions and Intelligent Assisted Service
for a seamless self-service application to agent-supported
customer experiences. Additional capabilities include Convergys
Mobile Care, which enables contact center functionality with
smartphone applications. The company offers an innovative
monitoring tool that enables customers to contain costs based
on analyses and can also use recommendations provided by
Convergys professional services organization. Direct sales
staff and channel partners cover most major global markets
by selling on-premises-based perpetual licenses, right-to-use
subscription licenses and managed services, as well as dedicated
and shared hosted offerings.
Advice to Clients: Consider Convergys when requirements
call for an IVR platform that’s automatic call distribution
(ACD)-independent, open and scalable. Convergys is strong in
applying business analytics to understanding and improving
the customer’s experience, and to help organizations reduce
costs. Convergys-hosted IVR products can complement the
company’s enterprise-based products. The company offers a
range of analytics that enable Convergys customers to leverage
their customer data and apply enterprise policies to enhance
the overall interaction. The company is an industry-leading
provider of customer management contact center business
process outsourcing (BPO). It enables businesses to delegate IT-
intensive activities that link an organization with its customers.
Rating: Positive
Enghouse Interactive
Enghouse Interactive is the master company name for several
previously independent brands (Arc, Datapulse, Trio, Telrex,
Syntellect, Zeacom and CosmoCom), which are owned by
parent company Enghouse Systems.
The company’s flagship IVR product is the Enghouse
Interactive Communications Portal, a platform for creating
and managing enterprise voice portals and other voice-
enhanced communications technologies. The platform
enables development of systems that incorporate telephony,
voice, speech, database, email, Web and data communication
technologies. It’s a standards-based platform with an integrated
application development suite and management components
for developing, deploying and managing voice and IP
communications solutions. SCP v.8, the latest release, includes
more intuitive and robust administrative/reporting interfaces.
10lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted
Voiyager Dynamic Application Discovery enables the automated
testing of VXML applications that are either under development
or are deployed, enabling application developers and testers to
automatically test applications quickly and completely under
working conditions. The Voiyager suite offers functionality for
all phases of an application life cycle, including development,
quality assurance, deployment and production.
Enghouse Interactive has direct regional sales teams and channel
partners in the U.S., Canada, Europe and Asia/Pacific. Recently,
the company focused on expanding its IVR market by more
directly supporting a broad mix of channel partners, with
attention on selling to small or midsize businesses (SMBs). These
relationships have expanded the company’s footprint.
Advice to Clients: Since its original formation as Syntellect
almost 30 years ago, the company has consistently proven its
ability to remain successful in the IVR and voice portal market
with product offerings that are more cost-effective than its
competitors. The company gets satisfactory to good product
scores from its customers. Although its reputation is strongest
among midsize businesses, Enghouse Interactive can support
competitively priced applications for large organizations, as well
as for small and midsize telephony platforms from a wide range
of telephony platform vendors. However, Enghouse Interactive’s
lack of a consistent product offering set and presence across all
geographies makes it difficult for the company to meet the needs
of large, global enterprises.
Rating: Promising
Genesys
In 2012, Alcatel-Lucent sold Genesys to Permira Funds and
Technology Crossover Ventures for $1.5 billion. Today, Genesys
operates as a stand-alone company focused on its IVR and
contact center product portfolios. Genesys has long recognized
that people now communicate using a variety of different
channels, and that this trend is fundamentally changing how
organizations interact with their customers. The company has a
history of developing solutions that offer personalized customer
communications and self-service alternatives through the Web,
mobile, social media or any other available channel. Genesys
Voice Platform (GVP) 8 personalizes the self-service experience
and advances critical information for use during each step in a
customer interaction.
Genesys Orchestration Server allows organizations to
balance all interactions across all channels to ensure that
every customer interaction is served by the best available
resource. Conversation Manager oversees customer interaction
information and provides rules intended to improve real-time
responsiveness to customer needs.
Genesys Composer is an Eclipse-based development
environment for self-service and assisted-service applications.
Genesys continues to build on its multivendor support strategy
by leveraging integrations and Genesys SIP Server to connect
to other voice over IP (VoIP) environments. Genesys continues
to deliver cloud-based solutions for customer service. GVP
was built as a cloud-based offering available from hosting and
service provider partners.
Genesys has acquired three hosted service providers:
•	 Angel — A provider of cloud-based solutions that enables
midmarket and enterprise organizations to quickly
deploy voice, SMS, chat, mobile and business intelligence
applications.
•	 LM Sistemas (which Genesys has rebranded Genesys Prime)
— A Brazilian-based IVR cloud-based service provider that
offers highly customized, avatar-driven IVR services for very
large customers.
•	 SoundBite — A company that delivers cloud-based
proactive collections, payments and mobile marketing
applications, as well as proactive customer service solutions
to enterprises. The acquisition strengthens the Genesys
cloud solutions portfolio, building on its acquisition of
Angel for self-service and contact center solutions.
Genesys sales and technical support are available globally
through direct and indirect channels, as well as from many
prominent system integrators. The Genesys Partner Network
provides collaborative planning and business support for
over 400 global partner members. This combination enables
Genesys and customers to review and assemble the right
teams to meet their needs based on their skill sets and unique
requirements. In addition, Genesys regional partners enable
local coverage while providing a wide range of skill sets in
country-specific languages.
ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl11
Advice to Clients: Midsize to large organizations should
evaluate Genesys and its product portfolio for IVR solutions
that can interoperate within multivendor environments and
be deployed with virtually any contact center infrastructures.
Consider GVP IVR when requirements call for integrating live
agent and self-service channels. Although customers sometimes
cite Genesys’ offerings as expensive compared with competitors’
offerings, they consistently rate Genesys’ functionality and
support as superior. New hosted offers have the potential to
provide cost-effective options that can complement on-premises-
based implementations.
Rating: Strong Positive
West
West offers Holly Voice Platform (HVP) for on-premises
deployments through traditional software licensing or a
managed on-premises model. This SIP-compliant, carrier-
grade voice platform is used by West in its hosted services
business. West targets midsize to large enterprises and service
providers in the U.S., Europe and Asia/Pacific. HVP runs on
commodity servers, but typically is deployed on infrastructures
designed for high availability, including carrier-grade servers
with dual power supplies, bonded networking and redundant
array of independent disks (RAID) storage. Facilities often are
geographically dispersed and feature connectivity with multiple
carriers, an N+1 server count and emergency power sources.
West offers professional services to assist with deployment
engineering. A typical midrange server can support 1,000
HVP ports. With multiple servers, enterprises can reach
capacities upward of 100,000 ports. Enterprises can use Holly
Management System to manage the ports from a central location,
and can route calls for any application to any port when the
system is distributed. Multitenancy capabilities allow tenants
to have multiple groups, each with multiple applications. Each
application is assigned a virtual IVR with parameters such as
port capacity, speech recognition capabilities, call recording and
logging. Holly CTI Gateway adds multivendor CTI integration
that can be accessed securely from any IVR, website or
smartphone.
West direct sales are handled globally by the West sales team.
Channel partners pursue smaller opportunities and address
specific geographic regions. In line with most vendors in this
research, customers give West good ratings.
Advice to Clients: Consider West when requirements
include the need for on-site and hosted self-service offerings,
high capacity and high availability, as well as multitenancy
capabilities, or an offering that can support an internally hosted
service. Customers can also achieve cost savings when there
is an opportunity to bundle West’s other communications
products and services. Since HVP is used in the West hosting
facility, customers can opt for a hybrid approach that blends
an on-site infrastructure with cloud-based for traffic spikes,
disaster preparedness and accelerated service launches.
Rating: Positive
Vendors Added or Dropped
We review and adjust our inclusion criteria for Magic
Quadrants and MarketScopes as markets change. As a result of
these adjustments, the mix of vendors in any Magic Quadrant
or MarketScope may change over time. A vendor appearing in
a Magic Quadrant or MarketScope one year and not the next
does not necessarily indicate that we have changed our opinion
of that vendor. This may be a reflection of a change in the
market and, therefore, changed evaluation criteria, or a change
of focus by a vendor.
Gartner MarketScope Defined
Gartner’s MarketScope provides specific guidance for users
who are deploying, or have deployed, products or services. A
Gartner MarketScope rating does not imply that the vendor
meets all, few or none of the evaluation criteria. The Gartner
MarketScope evaluation is based on a weighted evaluation of a
vendor’s products in comparison with the evaluation criteria.
Consider Gartner’s criteria as they apply to your specific
requirements. Contact Gartner to discuss how this evaluation
may affect your specific needs.
12lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted
In the below table, the various ratings are defined:
MarketScope Rating Framework
Strong Positive
Is viewed as a provider of strategic products, services or
solutions:
•	 Customers: Continue with planned investments.
•	 Potential customers: Consider this vendor a strong choice for
strategic investments.
Positive
Demonstrates strength in specific areas, but execution in one or
more areas may still be developing or inconsistent with other
areas of performance:
•	 Customers: Continue planned investments.
•	 Potential customers: Consider this vendor a viable choice for
strategic or tactical investments, while planning for known
limitations.
Promising
Shows potential in specific areas; however, execution is
inconsistent:
•	 Customers: Consider the short- and long-term impact of
possible changes in status.
•	 Potential customers: Plan for and be aware of issues and
opportunities related to the evolution and maturity of this
vendor.
Caution
Faces challenges in one or more areas.
•	 Customers: Understand challenges in relevant areas, and
develop contingency plans based on risk tolerance and
possible business impact.
•	 Potential customers: Account for the vendor’s challenges as
part of due diligence.
Strong Negative
Has difficulty responding to problems in multiple areas.
•	 Customers: Execute risk mitigation plans and contingency
options.
•	 Potential customers: Consider this vendor only for tactical
investment with short-term, rapid payback. m
ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl13
The Relationship Revolution (Resistance is Futile!)
The shift to omni-channel communications has given customers
limitless ways to make their voices heard - whenever, wherever
and however they choose. This is both a challenge and an
opportunity as the customer experience becomes critically
important in a company’s ability to attract new customers, keep
existing customers loyal and drive higher profits.
While IVR has always had a significant role in the contact center,
the technology is even more valuable within the larger framework
of the customer experience continuum. As mobile customers
increasingly use a mix of voice, text, web, apps and even social
for fast information access and convenient service, businesses
must deliver a context-aware, seamless experience across all of
these automated and agent-assisted touch points.
Successfully Serving the Omni-Channel Customer
Engaging today’s omni-channel customer requires companies to
have a strategy that maps to both their short-term requirements
and long-term vision. The strategy must also balance the
objective of enhancing customer satisfaction and loyalty with the
need to increase operational efficiencies for cost containment
and savings. Having the right technology to transform these
goals from conflicting to complementary is essential.
Customer Engagement Reference Architecture
A reference architecture can serve as a roadmap for success
-- helping companies achieve their objectives in intelligent and
affordable ways. Following is a high-level view of the technology
components of a modern, omni-channel contact center
architecture.
The reference architecture addresses current needs while
outlining a path for the adoption of future capabilities. It also
incorporates best practices in design, deployment and ongoing
management of the customer experience.
Source: Aspect
The bottom line: Companies that successfully adapt
to changing consumer needs and expectations will
have an enormous upside. Those that do not will find
it harder and harder to compete.
figure 1. Customer Engagement Reference Architecture
14lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted
Fundamental principles of the reference architecture
include:
A complete, integrated solution stack. A complete solution
spans front office to back office to unify the three most important
facets of modern contact center management – customer
interaction, workforce optimization, and back-office optimization.
By addressing all three areas with a tightly integrated solution,
contact centers can seamlessly align people, processes
and touch points to both enhance and streamline customer
engagement.
Unified self-service across multiple channels. The IVR system
of yesterday has given way to a multi-channel platform that
facilitates a cohesive self-service experience across touchpoints.
A “design once, deploy anywhere” architecture eliminates
technology silos, streamlines development, eases ongoing
maintenance and facilitates a consistent customer experience
regardless of communication channel.
Seamless transition between self-service and agent assisted.
A best-in-class platform ensures that all contextual data
associated with self-service interactions are transferred to an
agent when live assistance is needed. Doing so ensures agents
are empowered and informed, and eliminates the frustration of
customers having to provide information they’ve already entered.
A future-proof architecture. Protect your investment by
ensuring your customer engagement architecture will evolve as
technologies advance and customer preferences shift. Build your
solutions on a platform with a history of supporting the latest
industry standards and a track record of innovation. Also look for
a flexible architecture that can grow with your needs and easily
adapt to changing business requirements.
Deployment flexibility. More companies are considering
cloud hosting as an opportunity to reduce capital expenditures,
scale faster, improve reliability and more quickly adopt new
capabilities. Build your customer engagement architecture
around a platform that enables seamless transition between
premises and cloud deployment models, as well as the ability to
use a hybrid model that combine the benefits of both.
Reporting and analytics. Integrated, cross-channel analytics
and reporting help contact centers fine-tune the customer
experience, identify opportunities and increase ROI.
Workforce optimization. Improve productivity and reduce
costs in your front- and back-office operations with workforce
optimization. Ensure interactions are handled by the right
agent at the right time with strategic workforce planning and
scheduling, and achieve the best results with quality and
performance management, recording, surveying, coaching,
eLearning and analytics.
Back office optimization. Provide a view into how work is
being executed – and measured against operational goals that
align to customer service expectations. Back office software
and services monitor work from any source and integrate with
multiple CRM (Customer Relationship Management) and BPM
(Business Process Management) environments.
An API framework for easy integration with enterprise
systems. Insist on a versatile development platform that brings
all the key elements (people, information, technology) together to
improve the customer experience.
Aspect offers a broad portfolio of tightly integrated products and
solutions. To learn how we can address the specific needs of
your business, contact info@aspect.com. m
ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl15
About Aspect
By unifying contact center management: customer interaction
management, workforce optimization, and back-office, Aspect’s
fully-integrated solution helps contact centers seamlessly align
people, processes and touch points to deliver remarkable
customer experiences.
www.aspect.com m

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Aspect voxeo enhancing your self service environment for today's mobile customer

  • 1. Serving the Omni-Channel Customer: from Self-Service to Agent-Assisted Welcome From the Gartner Files: MarketScope for IVR Systems and Enterprise Voice Portals The Relationship Revolution (Resistance is Futile!) About Aspect issue 1 2 3 13 15 Featuring research from
  • 2. 2lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted Welcome In July of 2013, Aspect completed its acquisition of Voxeo. Aspect and Voxeo share a common vision of making it easy for you to engage with your customers, regardless of the communication channel. Each company brings skills and assets that make the other stronger, and as a result make the combined entity more impactful. The acquisition was an important move for Aspect as part of its larger strategy to enable remarkable, omni-channel customer experiences – self-service or agent-assisted, in the cloud or on-premise. The combined solutions empower customers to remove communication and workflow barriers, automate business processes and increase productivity. The Voxeo acquisition significantly enhances Aspect’s ability to support deployment versatility with a global infrastructure, while adding a market- leading IVR and multi-channel self-service platform to the company’s solution portfolio. IVR remains highly important in the customer engagement mix as mobile customers expect to move between channels seamlessly. A modern platform with a track record of market-leading innovation ensures a solution that meets customer needs today and in the future. Voxeo’s track record of innovation in the self-service space and strong customer focus resulted in “Strong Positive” ratings from Gartner in 2011 and 2012. In the 2013 Gartner MarketScope for IVR Systems and Voice Portals report, analysts Jay Lassman and Bern Elliott write: “Because of its market acceptance, Aspect has determined that the Voxeo CXP and Prophecy platforms, which we rated “Strong Positive” in 2011 and 2012, will be Aspect’s IVR platform. Since we previously rated Aspect as “Promising,” our “Positive” rating for the combined company reflects our opinion it will take time for Aspect to fully transition to the Voxeo offers.” We are pleased to report that in August 2013, less than two months after Aspect’s acquisition of Voxeo closed, the company showcased a working demonstration of Voxeo’s IVR and mobile solutions integrated with Aspect’s interaction management platform. Aspect and Voxeo customers alike already benefit from seamless integration from multi-channel self- service to agent-assisted service. Serving the Omni-Channel Customer: from Self-Service to Agent- Assisted is published by Aspect. Editorial content supplied by Aspect is independent of Gartner analysis. All Gartner research is used with Gartner’s permission, and was originally published as part of Gartner’s syndicated research service available to all entitled Gartner clients. © 2013 Gartner, Inc. and/or its affiliates. All rights reserved. The use of Gartner research in this publication does not indicate Gartner’s endorsement of Aspect’s products and/ or strategies. Reproduction or distribution of this publication in any form without Gartner’s prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. The opinions expressed herein are subject to change without notice. Although Gartner research may include a discussion of related legal issues, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner is a public company, and its shareholders may include firms and funds that have financial interests in entities covered in Gartner research. Gartner’s Board of Directors may include senior managers of these firms or funds. Gartner research is produced independently by its research organization without input or influence from these firms, funds or their managers. For further information on the independence and integrity of Gartner research, see “Guiding Principles on Independence and Objectivity” on its website, http:// www.gartner.com/technology/about/ombudsman/omb_guide2.jsp.
  • 3. ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl3 Are you considering a new or upgraded IVR solution? Gartner suggests that companies faced with IVR decisions do one of three things: 1. Remain with existing vendor solutions to extend and preserve investments 2. Consolidate IVR investments with broader contact center infrastructure investments to simplify integration and vendor relationships. 3. Choose an alternate vendor with innovative IVR solutions that are likely to align with new buying preferences as a strategy for adapting to changing customer demographics. Aspect uniquely enables companies to both consolidate their investments and enjoy forward-looking, best-in-class technologies that make it easier to engage your customers, regardless of the channel. We look forward to learning more about your business and how we can work together to create remarkable customer experiences. m Warm Regards, John Amein VP Product Management, Aspect
  • 4. 4lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted Mobile device use is the leading driver of new interactive voice response applications. Our highest rated vendors are developing applications that personalize customer self-service for smartphone and tablet users. Vendors also offer new tools to help IT leaders optimize their IVR investments. What You Need to Know Interactive voice response (IVR) and voice portal platforms are valuable technologies for improving the return on contact center investments. These systems enable enterprises to reduce their reliance on contact center agents to resolve customer service issues. Leading companies require their customer service operations to increase their use of automation and offer greater levels of personalization in customer self-service, and continuously increase self-service utilization and call completion rates. Companies also use IVR for data-directed routing to increase the level of personalization offered in routing calls to live assistance. For example, leading companies are reconnecting repeat callers to the agent with whom they most recently spoke. All the vendors’ products reviewed in this MarketScope are mature and offer solutions that can satisfy most requirements. The real challenge lies in finding a cost-effective IVR platform that will satisfy the enterprise’s specific requirements for improving customer service. IT personnel can narrow their list of suitable vendors by choosing from the following goals and strategies: • Remain with existing vendor solutions to extend and preserve investments. • Consolidate IVR investments with broader contact center infrastructure investments to simplify integration and vendor relationships. • Choose an alternate vendor with innovative IVR solutions that are likely to align with new buying preferences as a strategy for adapting to changing customer demographics. This research will help developers facilitate the vendor selection task. MarketScope Most vendors in this MarketScope have shifted from proprietary IVR environments to systems that support three key standards: • Voice Extensible Markup Language (VXML) — an Internet standard protocol that encourages enterprises to use hardware and firmware that is independent of a specific application server. This approach leads to an ecosystem of applications from different developers that enterprises can deploy on a range of vendor platforms without the need for complete rewrites. Enterprises using VXML can shift their computer telephony integration (CTI) apps to voice portal architecture for voice response platforms, which is similar to Web application architecture. The portal approach enables companies to facilitate the creation of voice and Web applications that share the same underlying business software modules. • Media Resource Control Protocol (MRCP) — an Internet standard for interfacing IVR platforms with speech engine applications such as those that support automatic speech recognition (ASR) and text-to-speech (TTS) functionality. • Session Initiation Protocol (SIP) — allows for more flexible call routing and control, and is often less expensive than the other two options. SIP is becoming the preferred method for establishing multimedia sessions. The distinction between the traditional vertically integrated IVR architecture and the disaggregated VXML portal architecture has become less critical in the vendor selection process. The generic term for this type of service is still IVR, even though the vendors are capable of supporting integrated vertical IVR and disaggregated voice portal configurations, which is important for long-term planning and investment protection. MarketScope for IVR Systems and Enterprise Voice Portals Research from Gartner RAS Core Research Note G00250282, Jay Lassman, Bern Elliot, 12 August 2013
  • 5. ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl5 In today’s market, customers are seeking critical capabilities in IVR products and services from two different perspectives: • Technology — In addition to traditional dual-tone multifrequency (DTMF), there is now integration of customer contact channels (e.g., voice, Web, social media and mobile devices), the integration of self-service with agent-assisted service and the ability to use speech recognition for UI improvements, as well as a trend toward implementing natural language speech recognition. • Administrative — Application development tools, flexible reporting and comprehensive analytics are available. Market/Market Segment Description Voice response platforms provide voice access to information and applications and can perform complex call routing based on information provided by the caller. The IVR market is mature, and all vendors presented in this research support key standards. In previous years, Gartner identified two distinct classifications of voice response platforms: IVR platforms and voice portal platforms. Today, virtually all IVR apps are based on the VXML standard, with the market using these terms interchangeably. Inclusion and Exclusion Criteria To be included in this MarketScope, solution providers must: • Offer commercially available, on-premises IVR solutions for customer self-service applications that, at a minimum, use DTMF and speech recognition technologies. • Have sufficient sales and operational presence to support their market objectives. • Provide evidence of an ability to generate significant interest from leading client segments. • Provide three references for enterprise on-premises IVR products. Each vendor was asked to provide three customer references, which enabled us to gauge customer satisfaction in areas that included: • Installation • Training • Documentation • Service/Support • System Administration • System Performance • System Reliability This research does not include service providers and network operators that only offer hosted and managed voice response technologies. However, some of the reviewed vendors offer hosted and on-premises products. Rating for Overall Market/Market Segment Overall Market Rating: Positive Our outlook for this market is Positive for two reasons: • Organizations within the private and public sectors are continuing their investments in IVR. • The market is composed of a relatively unvarying group of IVR vendors that offer mature technologies and reliable performance year over year. Vendors continue to develop (or introduce) new technologies that trigger trends and offer new applications that enhance customer service, help desk capabilities and business process management. Vendors that add analytics to their capabilities often gain a competitive advantage, particularly when companies that use IVR strive to optimize call routing to best match their customers’ requirements. It is important to monitor how different IVR providers execute their go-to- market strategies. An attractive and innovative portfolio doesn’t automatically equate with broad market adoption, as product functionality is only one part of a successful marketing mix. For example, trends in the market that seem tangential to customer service, such as the increased use of mobile devices, are resulting in new applications that enhance self-service functionality, as well as the mobile device user customer experience.
  • 6. 6lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted Source: Gartner (August 2013) Table 1. Evaluation Criteria Evaluation Criteria Comment Weighting Market Understanding Ability of the vendor to understand buyers’ wants and needs, and to translate those into products and services. Vendors that show the highest degree of vision listen to and understand buyers’ wants and needs, and can shape or enhance those with their added vision. Standard Marketing Strategy A clear, differentiated set of messages consistently communicated throughout the organization and externalized through the website, advertising, customer programs and positioning statements. Standard Sales Strategy The strategy for selling products that uses the appropriate network of direct and indirect sales, marketing, service and communication affiliates that extend the scope and depth of market reach, skills, expertise, technologies, services and the customer base. Standard Offering (Product) Strategy The vendor’s approach to product development and delivery that emphasizes differentiation, functionality, methodology and feature sets as they map to current and future requirements. Standard Business Model The soundness and logic of the vendor’s underlying business proposition. High Innovation The vendor’s innovative ability to meet the specific needs of individual market segments, including vertical markets. Standard Overall Viability (Business Unit, Financial, Strategy, Organization) Viability includes an assessment of the overall organization’s financial health, the financial and practical success of the business unit, and the likelihood that the individual business unit will continue investing in and offering the product, and will advance the state of the art within the organization’s portfolio of products. High RATING Strong Negative Caution Promising Positive Strong Positive Aspect x Avaya x Cisco x Convergys x Enghouse Interactive x Genesys x West x As of 9 August 2013 Source: Gartner (August 2013)
  • 7. ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl7 Vendor Product/Service Analysis Aspect On 26 July 2013, Aspect announced it had acquired Voxeo, a provider of cloud, hybrid and on-premises-based IVR deployments, as well as industry-leading IVR and multichannel self-service capabilities. (Due to the acquisition, Voxeo is no longer listed on this Vendor Rating research.) Aspect gains Voxeo’s good record of year-over-year growth driven by the continued proliferation of mobile devices and consumer preference for the convenience of mobile self- service applications. Voxeo delivers additional value, such as automating user authentication and supporting location-based services, to further enhance the customer experience and drive efficiencies. Voxeo benefits from the addition of Aspect’s large installed contact center base, worldwide coverage and a much larger sales force, which includes global coverage through direct and indirect sales. Specifically, transactions in North America are predominantly direct sales; and transactions in Asia/Pacific, the Middle East and Latin America are mostly indirect sales. In Europe and Africa, Aspect sells through a mix of direct and indirect channels. Prophecy is Voxeo’s voice portal platform that works via standard phone lines or SIP and includes browsers, call recording, inbound as well as outbound IVR, conferencing, bundled English ASR and TTS. Voxeo Designer enables basic graphical development and support for third-party ASR and TTS through MRCP. Voxeo CXP (formally VoiceObjects) is Voxeo’s self-service application development, deployment, analytics and management suite. Voxeo CXP unifies customer self-service across multiple channels of mobile interaction, including voice, SMS, mobile Web, native smartphone apps, chat and social media. Voxeo CXP provides a consistent customer experience across channels, while also efficiently using IT infrastructure and investments via modular, reusable component support for business logic, back-end integrations, service flow, dialogue management, personalization and analytics. CXP Pro combines the full Voxeo CXP suite, including analytics and Eclipse integration, with the Prophecy voice portal platform. Advice to Clients: Organizations with complex requirements should consider Aspect products, including the ability to use Voxeo CXP with their non-Voxeo voice portal platforms, such as Aspect, Avaya, Cisco and Genesys. On-premises-based and hosted services also provide customers with flexible IVR deployment options. Where possible, Aspect and Voxeo customers should continue working with their respective established tools and expect there likely will be strong porting options between platforms. Because of its market acceptance, Aspect has determined that the Voxeo CXP and Prophecy platforms, which we rated “Strong Positive” in 2011 and 2012, will be Aspect’s IVR platform. Since we previously rated Aspect as “Promising,” our “Positive” rating for the combined company reflects our opinion it will take time for Aspect to fully transition to the Voxeo offers. Therefore, we advise caution regarding significant future investments until there are clear road maps for new application development. Aspect Unified IP (UIP) customers need to understand UIP’s product life cycle before going ahead with new investments. On the other hand, CXP interoperates with Aspect today, thus is already compatible with legacy Aspect installations. Rating: Positive Avaya Avaya Aura Experience Portal is Avaya’s software platform for orchestration and support of a wide range of multichannel self-service and routing applications, including mobile, voice, video, email, outbound and SMS text. Experience Portal integrates with telephony, speech, multimedia and Web services programming languages, as well as other open industry standards. The platform is integral to Avaya’s Cloud, managed services, midmarket and virtualized environment offers. Avaya Aura Orchestration Designer is a free-of-charge Eclipse- based application development environment for creation of multichannel self-service and agent workflows. Orchestration Designer is the latest major release of Avaya Dialog Designer and the former Nortel Enterprise Solutions (NES) Service Creation Environment (SCE) for the contact center. It supports creation of self-service applications for Experience Portal, legacy Avaya platforms and NES IVR platforms, as well as agent workflows for Avaya Aura Contact Center. Orchestration Designer includes functions to create self- service applications that use Java and Voice XML (VXML). The tool enables developers to simulate complex call control, voice dialogue and communication-enabled business process applications from within the environment without having to deploy it on a live platform.
  • 8. 8lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted Avaya has a very large direct and indirect global sales channel supported by the company’s contact center and IVR consultants, sales specialists and sales engineering personnel. Key global growth areas during 2012 and 2013 include the U.S., Canada, Asia/Pacific and EMEA. Experience Portal port shipments are up from 27% to well over 100% across all regions. Likewise, Avaya has won significant global expansion for major customers. Furthermore, Avaya’s market understanding comes from its deep-rooted presence in the contact center and IVR markets. The company also has excellent references from its large customer base, which includes many global companies. Although the company has refinanced some of its previously near-term debt, which extends the servicing window by several years, customers continue to express concern regarding the company’s long-term financial stability. Reversing its recent overall record of declining revenue is very important if the company will improve its ability to win new customers. Advice to Clients: Consider Avaya for complex midsize and large-scale multichannel IVR technologies. Avaya Aura customers should invest in Experience Portal self-service solutions. Enterprises with legacy Avaya or NES platforms should work with Avaya to develop road maps specific to their organizations. Dialog Designer VoiceXML applications written for Interactive Response, Voice Portal or Media Processing Server are supported in Orchestration Designer and portable to Experience Portal. Rating: Positive Cisco Cisco Unified Customer Voice Portal (CVP) provides voice browser, application server and service-creation capabilities, as well as reporting and centralized management and provisioning in an enterprise voice portal implementation. CVP can be deployed stand-alone in conjunction with third-party automatic call distributor (ACD) systems or with Cisco Unified Contact Center Enterprise. CVP is a VXML-compliant offering composed of Cisco IOS gateways, providing VXML 2.0/2.1-compliant browsing, a VXML server, a Java Platform, Enterprise Edition (Java EE) application environment, and a call server component that provides SIP call control and CTI interoperability. New CVP features include access to Cisco Remote Expert solutions and MRCP v.2. MRCP allows CVP to make and release connections to ASR and TTS resources. Furthermore, CVP is part of Cisco’s Packaged Contact Center Enterprise offering, which provides a pre-integrated contact center solution for up to 1,000 agents. Features introduced since Gartner’s 2012 IVR and voice portal MarketScope include: • Video in queue, which allows a video caller to view a video prompt and navigate a video menu using DTMF keys while in queue for a video agent. • CVP platform upgrades, including Windows, Informix and VMware version upgrades, as well as UTF-8, which allows CVP to support all current TTS languages offered by the speech vendors. Cisco Internet Protocol (IP) IVR functionality is available as part of Cisco Unified Contact Center Express, or as an optional component of Unified Contact Center Enterprise. New IP IVR features include increased scalability for up to 400 ports per server, support for specific non-Cisco hardware in virtualized environments, support for virtualization features like V Motion, and booting from storage area networks (SANs). For a network-based IVR platform in front of legacy vendor switches, Cisco offers CVP with Cisco Unified Intelligent Contact Management Enterprise. The latter is an application server that supports customer interactions by phone, Web, text chat or email message, and provides centralized management control over customer contacts. Cisco’s Hosted Collaboration Solution for Contact Center provides contact center features and includes CVP IVR. Advice to Clients: Users of Cisco Unified Communication Manager or those that have Cisco network infrastructures should consider Cisco IVR products. Users of non-Cisco telephony and contact center platforms should consider Cisco’s IVR offerings by first validating interoperability with respective core platforms from other vendors. It’s also important to choose your Cisco IVR dealer from among Cisco’s Authorized Technology Partners. This authorization ensures that the dealer can offer required IVR Cisco certifications and expertise. CVP is often sold in conjunction with Cisco contact center and unified communications solutions. Although CVP can be a stand-alone IVR that does not require other Cisco components, it’s important for prospective buyers to corroborate the dealer’s expertise supporting similar implementations. Furthermore, in new deployments, Cisco typically uses CVP to convert customers to Cisco’s broader portfolio of products. Rating: Positive
  • 9. ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl9 Convergys Convergys offers Intelligent Voice Portal as either an on-premises platform with an optional managed service or a hosted offering. Hosted offerings include dedicated platform and services, as well as on-demand SaaS alternatives. In addition to its hosted services solutions, Convergys has more than 1,000 on-premises clients utilizing its Intelligent Voice Portal — a platform for the development, delivery and management of dynamic speech and multimodal self-service solutions. Convergys Intelligent Voice Portal provides application enrichment services, system management, reporting and analytics tools, and a development tool suite. Convergys business analytics can perform in-depth analysis prior to an engagement to identify hot spots and determine ROI calculations. This offering allows Convergys to analyze not only the IVR, but also the full call flow through agent interactions to identify areas needing refinement. In addition, Convergys provides a unique postcontact survey that enables companies to capture their customers’ perceptions immediately following an interaction. The tool is intended to reduce Convergys’ customer attrition by proactively recommending alternate solution deployments. References give Convergys high satisfaction ratings and consider its IVR offerings to be competitively priced. In addition to Convergys’ Interaction Composer, which serves as the foundation for the development of multimodal services and back-office integration, Convergys created FastPath. Customers can use FastPath to substantially accelerate time-to-market for new applications. The development tool features an intuitive Visio-like environment to validate the design, highlight potential issues, and generate documentation and recording lists. After generating the application, including code and grammar, a test plan and test cases, FastPath automatically executes the test cases. Convergys Interaction Composer serves as the foundation for the development of multimodal services and back-office integration. The company’s product suite includes Intelligent Self-Service for inbound interactions, Intelligent Notification for outbound interactions and Intelligent Assisted Service for a seamless self-service application to agent-supported customer experiences. Additional capabilities include Convergys Mobile Care, which enables contact center functionality with smartphone applications. The company offers an innovative monitoring tool that enables customers to contain costs based on analyses and can also use recommendations provided by Convergys professional services organization. Direct sales staff and channel partners cover most major global markets by selling on-premises-based perpetual licenses, right-to-use subscription licenses and managed services, as well as dedicated and shared hosted offerings. Advice to Clients: Consider Convergys when requirements call for an IVR platform that’s automatic call distribution (ACD)-independent, open and scalable. Convergys is strong in applying business analytics to understanding and improving the customer’s experience, and to help organizations reduce costs. Convergys-hosted IVR products can complement the company’s enterprise-based products. The company offers a range of analytics that enable Convergys customers to leverage their customer data and apply enterprise policies to enhance the overall interaction. The company is an industry-leading provider of customer management contact center business process outsourcing (BPO). It enables businesses to delegate IT- intensive activities that link an organization with its customers. Rating: Positive Enghouse Interactive Enghouse Interactive is the master company name for several previously independent brands (Arc, Datapulse, Trio, Telrex, Syntellect, Zeacom and CosmoCom), which are owned by parent company Enghouse Systems. The company’s flagship IVR product is the Enghouse Interactive Communications Portal, a platform for creating and managing enterprise voice portals and other voice- enhanced communications technologies. The platform enables development of systems that incorporate telephony, voice, speech, database, email, Web and data communication technologies. It’s a standards-based platform with an integrated application development suite and management components for developing, deploying and managing voice and IP communications solutions. SCP v.8, the latest release, includes more intuitive and robust administrative/reporting interfaces.
  • 10. 10lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted Voiyager Dynamic Application Discovery enables the automated testing of VXML applications that are either under development or are deployed, enabling application developers and testers to automatically test applications quickly and completely under working conditions. The Voiyager suite offers functionality for all phases of an application life cycle, including development, quality assurance, deployment and production. Enghouse Interactive has direct regional sales teams and channel partners in the U.S., Canada, Europe and Asia/Pacific. Recently, the company focused on expanding its IVR market by more directly supporting a broad mix of channel partners, with attention on selling to small or midsize businesses (SMBs). These relationships have expanded the company’s footprint. Advice to Clients: Since its original formation as Syntellect almost 30 years ago, the company has consistently proven its ability to remain successful in the IVR and voice portal market with product offerings that are more cost-effective than its competitors. The company gets satisfactory to good product scores from its customers. Although its reputation is strongest among midsize businesses, Enghouse Interactive can support competitively priced applications for large organizations, as well as for small and midsize telephony platforms from a wide range of telephony platform vendors. However, Enghouse Interactive’s lack of a consistent product offering set and presence across all geographies makes it difficult for the company to meet the needs of large, global enterprises. Rating: Promising Genesys In 2012, Alcatel-Lucent sold Genesys to Permira Funds and Technology Crossover Ventures for $1.5 billion. Today, Genesys operates as a stand-alone company focused on its IVR and contact center product portfolios. Genesys has long recognized that people now communicate using a variety of different channels, and that this trend is fundamentally changing how organizations interact with their customers. The company has a history of developing solutions that offer personalized customer communications and self-service alternatives through the Web, mobile, social media or any other available channel. Genesys Voice Platform (GVP) 8 personalizes the self-service experience and advances critical information for use during each step in a customer interaction. Genesys Orchestration Server allows organizations to balance all interactions across all channels to ensure that every customer interaction is served by the best available resource. Conversation Manager oversees customer interaction information and provides rules intended to improve real-time responsiveness to customer needs. Genesys Composer is an Eclipse-based development environment for self-service and assisted-service applications. Genesys continues to build on its multivendor support strategy by leveraging integrations and Genesys SIP Server to connect to other voice over IP (VoIP) environments. Genesys continues to deliver cloud-based solutions for customer service. GVP was built as a cloud-based offering available from hosting and service provider partners. Genesys has acquired three hosted service providers: • Angel — A provider of cloud-based solutions that enables midmarket and enterprise organizations to quickly deploy voice, SMS, chat, mobile and business intelligence applications. • LM Sistemas (which Genesys has rebranded Genesys Prime) — A Brazilian-based IVR cloud-based service provider that offers highly customized, avatar-driven IVR services for very large customers. • SoundBite — A company that delivers cloud-based proactive collections, payments and mobile marketing applications, as well as proactive customer service solutions to enterprises. The acquisition strengthens the Genesys cloud solutions portfolio, building on its acquisition of Angel for self-service and contact center solutions. Genesys sales and technical support are available globally through direct and indirect channels, as well as from many prominent system integrators. The Genesys Partner Network provides collaborative planning and business support for over 400 global partner members. This combination enables Genesys and customers to review and assemble the right teams to meet their needs based on their skill sets and unique requirements. In addition, Genesys regional partners enable local coverage while providing a wide range of skill sets in country-specific languages.
  • 11. ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl11 Advice to Clients: Midsize to large organizations should evaluate Genesys and its product portfolio for IVR solutions that can interoperate within multivendor environments and be deployed with virtually any contact center infrastructures. Consider GVP IVR when requirements call for integrating live agent and self-service channels. Although customers sometimes cite Genesys’ offerings as expensive compared with competitors’ offerings, they consistently rate Genesys’ functionality and support as superior. New hosted offers have the potential to provide cost-effective options that can complement on-premises- based implementations. Rating: Strong Positive West West offers Holly Voice Platform (HVP) for on-premises deployments through traditional software licensing or a managed on-premises model. This SIP-compliant, carrier- grade voice platform is used by West in its hosted services business. West targets midsize to large enterprises and service providers in the U.S., Europe and Asia/Pacific. HVP runs on commodity servers, but typically is deployed on infrastructures designed for high availability, including carrier-grade servers with dual power supplies, bonded networking and redundant array of independent disks (RAID) storage. Facilities often are geographically dispersed and feature connectivity with multiple carriers, an N+1 server count and emergency power sources. West offers professional services to assist with deployment engineering. A typical midrange server can support 1,000 HVP ports. With multiple servers, enterprises can reach capacities upward of 100,000 ports. Enterprises can use Holly Management System to manage the ports from a central location, and can route calls for any application to any port when the system is distributed. Multitenancy capabilities allow tenants to have multiple groups, each with multiple applications. Each application is assigned a virtual IVR with parameters such as port capacity, speech recognition capabilities, call recording and logging. Holly CTI Gateway adds multivendor CTI integration that can be accessed securely from any IVR, website or smartphone. West direct sales are handled globally by the West sales team. Channel partners pursue smaller opportunities and address specific geographic regions. In line with most vendors in this research, customers give West good ratings. Advice to Clients: Consider West when requirements include the need for on-site and hosted self-service offerings, high capacity and high availability, as well as multitenancy capabilities, or an offering that can support an internally hosted service. Customers can also achieve cost savings when there is an opportunity to bundle West’s other communications products and services. Since HVP is used in the West hosting facility, customers can opt for a hybrid approach that blends an on-site infrastructure with cloud-based for traffic spikes, disaster preparedness and accelerated service launches. Rating: Positive Vendors Added or Dropped We review and adjust our inclusion criteria for Magic Quadrants and MarketScopes as markets change. As a result of these adjustments, the mix of vendors in any Magic Quadrant or MarketScope may change over time. A vendor appearing in a Magic Quadrant or MarketScope one year and not the next does not necessarily indicate that we have changed our opinion of that vendor. This may be a reflection of a change in the market and, therefore, changed evaluation criteria, or a change of focus by a vendor. Gartner MarketScope Defined Gartner’s MarketScope provides specific guidance for users who are deploying, or have deployed, products or services. A Gartner MarketScope rating does not imply that the vendor meets all, few or none of the evaluation criteria. The Gartner MarketScope evaluation is based on a weighted evaluation of a vendor’s products in comparison with the evaluation criteria. Consider Gartner’s criteria as they apply to your specific requirements. Contact Gartner to discuss how this evaluation may affect your specific needs.
  • 12. 12lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted In the below table, the various ratings are defined: MarketScope Rating Framework Strong Positive Is viewed as a provider of strategic products, services or solutions: • Customers: Continue with planned investments. • Potential customers: Consider this vendor a strong choice for strategic investments. Positive Demonstrates strength in specific areas, but execution in one or more areas may still be developing or inconsistent with other areas of performance: • Customers: Continue planned investments. • Potential customers: Consider this vendor a viable choice for strategic or tactical investments, while planning for known limitations. Promising Shows potential in specific areas; however, execution is inconsistent: • Customers: Consider the short- and long-term impact of possible changes in status. • Potential customers: Plan for and be aware of issues and opportunities related to the evolution and maturity of this vendor. Caution Faces challenges in one or more areas. • Customers: Understand challenges in relevant areas, and develop contingency plans based on risk tolerance and possible business impact. • Potential customers: Account for the vendor’s challenges as part of due diligence. Strong Negative Has difficulty responding to problems in multiple areas. • Customers: Execute risk mitigation plans and contingency options. • Potential customers: Consider this vendor only for tactical investment with short-term, rapid payback. m
  • 13. ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl13 The Relationship Revolution (Resistance is Futile!) The shift to omni-channel communications has given customers limitless ways to make their voices heard - whenever, wherever and however they choose. This is both a challenge and an opportunity as the customer experience becomes critically important in a company’s ability to attract new customers, keep existing customers loyal and drive higher profits. While IVR has always had a significant role in the contact center, the technology is even more valuable within the larger framework of the customer experience continuum. As mobile customers increasingly use a mix of voice, text, web, apps and even social for fast information access and convenient service, businesses must deliver a context-aware, seamless experience across all of these automated and agent-assisted touch points. Successfully Serving the Omni-Channel Customer Engaging today’s omni-channel customer requires companies to have a strategy that maps to both their short-term requirements and long-term vision. The strategy must also balance the objective of enhancing customer satisfaction and loyalty with the need to increase operational efficiencies for cost containment and savings. Having the right technology to transform these goals from conflicting to complementary is essential. Customer Engagement Reference Architecture A reference architecture can serve as a roadmap for success -- helping companies achieve their objectives in intelligent and affordable ways. Following is a high-level view of the technology components of a modern, omni-channel contact center architecture. The reference architecture addresses current needs while outlining a path for the adoption of future capabilities. It also incorporates best practices in design, deployment and ongoing management of the customer experience. Source: Aspect The bottom line: Companies that successfully adapt to changing consumer needs and expectations will have an enormous upside. Those that do not will find it harder and harder to compete. figure 1. Customer Engagement Reference Architecture
  • 14. 14lServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assisted Fundamental principles of the reference architecture include: A complete, integrated solution stack. A complete solution spans front office to back office to unify the three most important facets of modern contact center management – customer interaction, workforce optimization, and back-office optimization. By addressing all three areas with a tightly integrated solution, contact centers can seamlessly align people, processes and touch points to both enhance and streamline customer engagement. Unified self-service across multiple channels. The IVR system of yesterday has given way to a multi-channel platform that facilitates a cohesive self-service experience across touchpoints. A “design once, deploy anywhere” architecture eliminates technology silos, streamlines development, eases ongoing maintenance and facilitates a consistent customer experience regardless of communication channel. Seamless transition between self-service and agent assisted. A best-in-class platform ensures that all contextual data associated with self-service interactions are transferred to an agent when live assistance is needed. Doing so ensures agents are empowered and informed, and eliminates the frustration of customers having to provide information they’ve already entered. A future-proof architecture. Protect your investment by ensuring your customer engagement architecture will evolve as technologies advance and customer preferences shift. Build your solutions on a platform with a history of supporting the latest industry standards and a track record of innovation. Also look for a flexible architecture that can grow with your needs and easily adapt to changing business requirements. Deployment flexibility. More companies are considering cloud hosting as an opportunity to reduce capital expenditures, scale faster, improve reliability and more quickly adopt new capabilities. Build your customer engagement architecture around a platform that enables seamless transition between premises and cloud deployment models, as well as the ability to use a hybrid model that combine the benefits of both. Reporting and analytics. Integrated, cross-channel analytics and reporting help contact centers fine-tune the customer experience, identify opportunities and increase ROI. Workforce optimization. Improve productivity and reduce costs in your front- and back-office operations with workforce optimization. Ensure interactions are handled by the right agent at the right time with strategic workforce planning and scheduling, and achieve the best results with quality and performance management, recording, surveying, coaching, eLearning and analytics. Back office optimization. Provide a view into how work is being executed – and measured against operational goals that align to customer service expectations. Back office software and services monitor work from any source and integrate with multiple CRM (Customer Relationship Management) and BPM (Business Process Management) environments. An API framework for easy integration with enterprise systems. Insist on a versatile development platform that brings all the key elements (people, information, technology) together to improve the customer experience. Aspect offers a broad portfolio of tightly integrated products and solutions. To learn how we can address the specific needs of your business, contact info@aspect.com. m
  • 15. ServingtheOmni-ChannelCustomer:fromSelf-ServicetoAgent-Assistedl15 About Aspect By unifying contact center management: customer interaction management, workforce optimization, and back-office, Aspect’s fully-integrated solution helps contact centers seamlessly align people, processes and touch points to deliver remarkable customer experiences. www.aspect.com m