Client Onboarding: Effectively Managing the Client LifecycleDoxim Inc.
The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture. Download this presentation to discover more about:
- The 3 Stages of Client Onboarding
- Client Onboarding Best Practices
- Doxim's onboarding solution - Doxim OpenAdvantage
Visit www.doxim.com for more information.
A proactive Help Desk team will have Incident Management Communication Plan in place to follow when an outage to a service occurs. In advance of an outage, it is important to develop a well thought-out Incident Management Communication Plan detailing how people will be initially notified, what information they need, when status updates will be communicated, and what resolution steps occur when a service has been restored. Answer the following questions about the state of your Incident Management Communication Plan.
Onboarding is the process of getting new clients educated and up to speed so you can work together effectively, gather information, and have a great relationship. It increases confidence and satisfaction, improves productivity and performance, and reduces stress and confusion. This slide deck was used for a two hour workshop to help attendees discover how to onboard clients, setup a successful client onboarding system, and get some client communication created.
You’ve closed the sale, landed a new client, and received the signed contract — but then what? How do you onboard new clients to ensure everyone is on the same page, you have all the information you need, and clients feel the value in your services before even getting started?
This presentation, will explore how to create your own onboarding system for new clients and you will:
— Get a first-hand look at a successful new client onboarding process.
— Learn how to set crystal clear expectations and boundaries with clients.
— Uncover the secret to blowing your clients away with value before you even start the work you were hired for and turning them into lucrative referral sources
— Discover how to scale yourself, save time, and increase profits by adding an onboarding system to your business.
Are you a designer, developer, or agency owner who doesn't have time to create and automate your own onboarding system? Check out http://profitableprojectplan.com
A Conceptual Framework for Managing Customer Experience and Analytics (using ...Lorien Pratt
What is the role that analytics play in customer experience management (CEM) analytics in telecom? A TM Forum report said that, if "data is the backbone" of CEM, then "analytics is the nervous system" that distributes it to usable destinations.
This presentation starts with "holistic" CEM ideas (which it calls MCE because that was the TM Forum acronym at the time), and moves into how analytics can help to support CEM throughout the lifecycle. It shows how Decision Engineering can be an important part of this process
Client Onboarding: Effectively Managing the Client LifecycleDoxim Inc.
The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture. Download this presentation to discover more about:
- The 3 Stages of Client Onboarding
- Client Onboarding Best Practices
- Doxim's onboarding solution - Doxim OpenAdvantage
Visit www.doxim.com for more information.
A proactive Help Desk team will have Incident Management Communication Plan in place to follow when an outage to a service occurs. In advance of an outage, it is important to develop a well thought-out Incident Management Communication Plan detailing how people will be initially notified, what information they need, when status updates will be communicated, and what resolution steps occur when a service has been restored. Answer the following questions about the state of your Incident Management Communication Plan.
Onboarding is the process of getting new clients educated and up to speed so you can work together effectively, gather information, and have a great relationship. It increases confidence and satisfaction, improves productivity and performance, and reduces stress and confusion. This slide deck was used for a two hour workshop to help attendees discover how to onboard clients, setup a successful client onboarding system, and get some client communication created.
You’ve closed the sale, landed a new client, and received the signed contract — but then what? How do you onboard new clients to ensure everyone is on the same page, you have all the information you need, and clients feel the value in your services before even getting started?
This presentation, will explore how to create your own onboarding system for new clients and you will:
— Get a first-hand look at a successful new client onboarding process.
— Learn how to set crystal clear expectations and boundaries with clients.
— Uncover the secret to blowing your clients away with value before you even start the work you were hired for and turning them into lucrative referral sources
— Discover how to scale yourself, save time, and increase profits by adding an onboarding system to your business.
Are you a designer, developer, or agency owner who doesn't have time to create and automate your own onboarding system? Check out http://profitableprojectplan.com
A Conceptual Framework for Managing Customer Experience and Analytics (using ...Lorien Pratt
What is the role that analytics play in customer experience management (CEM) analytics in telecom? A TM Forum report said that, if "data is the backbone" of CEM, then "analytics is the nervous system" that distributes it to usable destinations.
This presentation starts with "holistic" CEM ideas (which it calls MCE because that was the TM Forum acronym at the time), and moves into how analytics can help to support CEM throughout the lifecycle. It shows how Decision Engineering can be an important part of this process
Top 5 Tips to Increase Field Service Technician UtilizationServiceMax
See research and tips on how to further increase your field service technician's utilization rates to help increase revenue and drive down costs in your field service organization.
For more information, contact ServiceMax at:
Email: info@servicemax.com
Phone: 1-800-756-4960
CASE STUDY: Customer experience management: How to manage the digital 'moment...B2B Marketing
CASE STUDY: Customer experience management: How to manage the digital 'moments of truth'
Ceri Jones, VP, global demand generation and senior director, Basware
Service Profits and Raving Customers: The CFO's Agenda in 2013ServiceMax
See what CFOs are looking for from their service organizations in this webinar featuring Aly Pinder of Aberdeen Group and Rick Gustafson, CFO of ServiceMax
Why do you need a good onboarding strategy? A successful onboarding program can drive adoption, resulting in lower customer attrition and higher customer satisfaction. No matter what a customer’s first touchpoint with your brand is, focus on using the momentum of that first experience to deepen the relationship and future success.
Learn More about The Future is Now webinar series.
Link: http://pages.exacttarget.com/thefutureisnow
Give The Green Light: Build Your Business Case for Field Service TechnologyServiceMax
This webinar slide deck discusses the step you need to take to build a compelling business case for implementing field service technology in your organization
The basics of Marketing Automation are presented along with three shifts that are being seen in the association/non-profit marketing market that organizations need to adopt. Several types of marketing automation programs are explained. Keys to marketing automation success involve segmentation, aligning operations to buyer behavior and using journey maps and buyer personas to better understand who you are targeting and what will entice them to take action.
Workforce Management For Call Center Powerpoint Presentation SlidesSlideTeam
Optimize the productivity of your employees by using Workforce Management For Call Center PowerPoint Presentation Slides. Discuss the objectives of effective workforce management and help to improve employee productivity, and provide better customer service. Take advantage of this workforce management system and highlight the characteristics of the workforce that the organization desires to achieve. Our customer relationship management PowerPoint templates help to provide an overview of the processes of workforce management systems like setting the desired goal, analyzing the current workforce, forecasting the desired outcome, and tracking employee performance, etc. You can display customer satisfaction scores, customer retention rates, and customer satisfaction rates with the help of the workforce optimization PPT slideshow. You can easily edit the slides to present the various methods by which the call center collects their customer satisfaction data by taking the assistance of employee call center management PPT visuals. The workforce planning PPT slides explain effective scheduling, real-time adjustments, staffing, and forecasting that are essential for the company to thrive. Achieve and maintain operational efficiency by downloading this ready-to-use call center management PPT slide deck. https://bit.ly/3c3ALt1
Learn how you can drive your business forward with confidence by making decisions based on actionable insights gained from organizational data in real-time.
An Experimentation Framework: How to Position for Triple Digit GrowthOptimizely
You’ve done the button color A/B test, you’ve optimized your landing pages for better conversion. What next? At B2B organizations large and small, there is still tremendous potential for experimentation to drive innovation and growth. Learn how Brion’s growth team enables rapid iteration across a variety of different domains, teams, and organizations within Cisco. With an organization of 70,000 employees and many distributed divisions, enabling experimentation can be a complex initiative. Learn the framework for upleveling from random testing to
explicit strategy to position your org for triple digit growth.
Top 5 Tips to Increase Field Service Technician UtilizationServiceMax
See research and tips on how to further increase your field service technician's utilization rates to help increase revenue and drive down costs in your field service organization.
For more information, contact ServiceMax at:
Email: info@servicemax.com
Phone: 1-800-756-4960
CASE STUDY: Customer experience management: How to manage the digital 'moment...B2B Marketing
CASE STUDY: Customer experience management: How to manage the digital 'moments of truth'
Ceri Jones, VP, global demand generation and senior director, Basware
Service Profits and Raving Customers: The CFO's Agenda in 2013ServiceMax
See what CFOs are looking for from their service organizations in this webinar featuring Aly Pinder of Aberdeen Group and Rick Gustafson, CFO of ServiceMax
Why do you need a good onboarding strategy? A successful onboarding program can drive adoption, resulting in lower customer attrition and higher customer satisfaction. No matter what a customer’s first touchpoint with your brand is, focus on using the momentum of that first experience to deepen the relationship and future success.
Learn More about The Future is Now webinar series.
Link: http://pages.exacttarget.com/thefutureisnow
Give The Green Light: Build Your Business Case for Field Service TechnologyServiceMax
This webinar slide deck discusses the step you need to take to build a compelling business case for implementing field service technology in your organization
The basics of Marketing Automation are presented along with three shifts that are being seen in the association/non-profit marketing market that organizations need to adopt. Several types of marketing automation programs are explained. Keys to marketing automation success involve segmentation, aligning operations to buyer behavior and using journey maps and buyer personas to better understand who you are targeting and what will entice them to take action.
Workforce Management For Call Center Powerpoint Presentation SlidesSlideTeam
Optimize the productivity of your employees by using Workforce Management For Call Center PowerPoint Presentation Slides. Discuss the objectives of effective workforce management and help to improve employee productivity, and provide better customer service. Take advantage of this workforce management system and highlight the characteristics of the workforce that the organization desires to achieve. Our customer relationship management PowerPoint templates help to provide an overview of the processes of workforce management systems like setting the desired goal, analyzing the current workforce, forecasting the desired outcome, and tracking employee performance, etc. You can display customer satisfaction scores, customer retention rates, and customer satisfaction rates with the help of the workforce optimization PPT slideshow. You can easily edit the slides to present the various methods by which the call center collects their customer satisfaction data by taking the assistance of employee call center management PPT visuals. The workforce planning PPT slides explain effective scheduling, real-time adjustments, staffing, and forecasting that are essential for the company to thrive. Achieve and maintain operational efficiency by downloading this ready-to-use call center management PPT slide deck. https://bit.ly/3c3ALt1
Learn how you can drive your business forward with confidence by making decisions based on actionable insights gained from organizational data in real-time.
An Experimentation Framework: How to Position for Triple Digit GrowthOptimizely
You’ve done the button color A/B test, you’ve optimized your landing pages for better conversion. What next? At B2B organizations large and small, there is still tremendous potential for experimentation to drive innovation and growth. Learn how Brion’s growth team enables rapid iteration across a variety of different domains, teams, and organizations within Cisco. With an organization of 70,000 employees and many distributed divisions, enabling experimentation can be a complex initiative. Learn the framework for upleveling from random testing to
explicit strategy to position your org for triple digit growth.
Using the Tablet device, field force can do the detail the brands to HCP. You can get the following benefits.
Real Time Data: SAN eForce already captures traditional data elements with standard and custom fields. Now, by using eDetailing feature from SAN eForce application, the companies can now access in-clinic data. This data is real and authentic information at the point of promotion.
Quick and Agile: Modern way to communicate your products, receives feedback and metrics, re-deploy strategies and even lower your costs. Those promotional and detailing experiments are not so much expensive now-a-days..!
Power of Digital Media: Tablets can be used for presentation of a truly interactive content that can be customized to the needs of each meeting. Also, the content can be pushed and quickly changed before any meeting.
Walk the Talk: Marketing strategy, taking place in boardrooms gets diluted by the time it reaches sales representative working in the field. eDetailing helps in streamlining the communication to the client as well as helps in monitoring how well the strategy is being implemented at field level. (In Pharmaceuticals, mapping Doctor Specialty to product’s therapeutic class)
Call Effectiveness: Offers a unique opportunity to the representative, to obtain better results and communicate his products in the most efficient way.
Insights: Get better understanding of the campaign results by accessing live analytics and reports from the field.
Actionable Alerts: With custom report writing tool and dashboard analytics, adjust marketing strategies and redeploy promotional material.
Domain Independent: Product promotion by a Sales Team is common across many domains, other than Pharmaceuticals. Applications for various such domains can be quickly configured and Rolled-out
Prepare for Marketing Automation: 5 Tips to Maximize ROIG3 Communications
View this webinar on-demand at: http://dg-r.co/AutomatedROI
Getting started with marketing automation may seem complicated, but with a little preparation, you’ll see results right away. In fact, 44% of companies achieve a positive ROI within only six months - with a 28% average overall return.
This quick start crash course will give you a 5-step strategy to prepare your organization for adopting marketing automation and help you accelerate your return on investment.
In this webinar, you'll learn:
The three “Must Dos” to get started;
Setting up your pilot lead management program;
Core competencies your team will need;
The 5-step process for creating your first automated program; and
Optimizing and maximizing results with metrics that matter.
A Path to Predictability at Scale - Sales Workshop for Foundation CapitalJoanne Chen
- how to assess product/market fit using the sales process
- how to design the first sales process and teach someone else to sell your product predictably
- how to move from qualitative sales to data-driven sales
- how to scale a sales org and use data to measure success
- a lot more!
Customer Experience is a key differentiator – globally, 81% of consumers are willing to pay more for a better experience [Capgemini]. Learn about the changing customer environment, how to go about creating a customer experience-led approach and the benefits it will bring!
How Enterprise SaaS Companies Justify Investment in Customer SuccessGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How Enterprise SaaS Companies Justify Investment in Customer Success - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Bazaarvoice, ToutApp, Enviance, LinkedIn
How can you increase profits while your money is literally going out the door? We have identified 10 common service problems companies experience and provided some solutions to those problems, which will help you fix your revenue leakage as well as increase efficiencies and drive more revenues.
Sales & Marketing departments that work together guarantee higher acquisition, better nurturing, and more effective sales. Join Christopher Ryan for this insightful webinar, presenting the wide funnel lead nurturing model. Don't miss out on this opportunity to get your teams working together and your revenue performance optimized.
In this webinar, Leslie Vickrey, CEO & Founder of ClearEdge Marketing, shares 3 marketing strategies for driving your growth. She focuses on website optimization, target account programs (sales campaigns) and social media marketing.
Delivering an exceptional customer experience (CX) through personalized omni-channel communications has never been more important to drive revenue, build customer loyalty, and sustain a competitive advantage ,deliver critical business communications that are highly personalized and interactive —and drive profitable customer engagement. Super brands like Amazon, Google and Apple have skyrocketed customer expectations. Customers of today prefer relevant and personalized communications in real-time, through the channel of their choosing.
For More Details: http://www.edc.ae/services/customer-communication-management/
Large Language Models and the End of ProgrammingMatt Welsh
Talk by Matt Welsh at Craft Conference 2024 on the impact that Large Language Models will have on the future of software development. In this talk, I discuss the ways in which LLMs will impact the software industry, from replacing human software developers with AI, to replacing conventional software with models that perform reasoning, computation, and problem-solving.
How to Position Your Globus Data Portal for Success Ten Good PracticesGlobus
Science gateways allow science and engineering communities to access shared data, software, computing services, and instruments. Science gateways have gained a lot of traction in the last twenty years, as evidenced by projects such as the Science Gateways Community Institute (SGCI) and the Center of Excellence on Science Gateways (SGX3) in the US, The Australian Research Data Commons (ARDC) and its platforms in Australia, and the projects around Virtual Research Environments in Europe. A few mature frameworks have evolved with their different strengths and foci and have been taken up by a larger community such as the Globus Data Portal, Hubzero, Tapis, and Galaxy. However, even when gateways are built on successful frameworks, they continue to face the challenges of ongoing maintenance costs and how to meet the ever-expanding needs of the community they serve with enhanced features. It is not uncommon that gateways with compelling use cases are nonetheless unable to get past the prototype phase and become a full production service, or if they do, they don't survive more than a couple of years. While there is no guaranteed pathway to success, it seems likely that for any gateway there is a need for a strong community and/or solid funding streams to create and sustain its success. With over twenty years of examples to draw from, this presentation goes into detail for ten factors common to successful and enduring gateways that effectively serve as best practices for any new or developing gateway.
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus
As part of the DOE Integrated Research Infrastructure (IRI) program, NERSC at Lawrence Berkeley National Lab and ALCF at Argonne National Lab are working closely with General Atomics on accelerating the computing requirements of the DIII-D experiment. As part of the work the team is investigating ways to speedup the time to solution for many different parts of the DIII-D workflow including how they run jobs on HPC systems. One of these routes is looking at Globus Compute as a way to replace the current method for managing tasks and we describe a brief proof of concept showing how Globus Compute could help to schedule jobs and be a tool to connect compute at different facilities.
AI Pilot Review: The World’s First Virtual Assistant Marketing SuiteGoogle
AI Pilot Review: The World’s First Virtual Assistant Marketing Suite
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-pilot-review/
AI Pilot Review: Key Features
✅Deploy AI expert bots in Any Niche With Just A Click
✅With one keyword, generate complete funnels, websites, landing pages, and more.
✅More than 85 AI features are included in the AI pilot.
✅No setup or configuration; use your voice (like Siri) to do whatever you want.
✅You Can Use AI Pilot To Create your version of AI Pilot And Charge People For It…
✅ZERO Manual Work With AI Pilot. Never write, Design, Or Code Again.
✅ZERO Limits On Features Or Usages
✅Use Our AI-powered Traffic To Get Hundreds Of Customers
✅No Complicated Setup: Get Up And Running In 2 Minutes
✅99.99% Up-Time Guaranteed
✅30 Days Money-Back Guarantee
✅ZERO Upfront Cost
See My Other Reviews Article:
(1) TubeTrivia AI Review: https://sumonreview.com/tubetrivia-ai-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
Unleash Unlimited Potential with One-Time Purchase
BoxLang is more than just a language; it's a community. By choosing a Visionary License, you're not just investing in your success, you're actively contributing to the ongoing development and support of BoxLang.
Providing Globus Services to Users of JASMIN for Environmental Data AnalysisGlobus
JASMIN is the UK’s high-performance data analysis platform for environmental science, operated by STFC on behalf of the UK Natural Environment Research Council (NERC). In addition to its role in hosting the CEDA Archive (NERC’s long-term repository for climate, atmospheric science & Earth observation data in the UK), JASMIN provides a collaborative platform to a community of around 2,000 scientists in the UK and beyond, providing nearly 400 environmental science projects with working space, compute resources and tools to facilitate their work. High-performance data transfer into and out of JASMIN has always been a key feature, with many scientists bringing model outputs from supercomputers elsewhere in the UK, to analyse against observational or other model data in the CEDA Archive. A growing number of JASMIN users are now realising the benefits of using the Globus service to provide reliable and efficient data movement and other tasks in this and other contexts. Further use cases involve long-distance (intercontinental) transfers to and from JASMIN, and collecting results from a mobile atmospheric radar system, pushing data to JASMIN via a lightweight Globus deployment. We provide details of how Globus fits into our current infrastructure, our experience of the recent migration to GCSv5.4, and of our interest in developing use of the wider ecosystem of Globus services for the benefit of our user community.
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns
Unlocking Business Potential: Tailored Technology Solutions by Prosigns
Discover how Prosigns, a leading technology solutions provider, partners with businesses to drive innovation and success. Our presentation showcases our comprehensive range of services, including custom software development, web and mobile app development, AI & ML solutions, blockchain integration, DevOps services, and Microsoft Dynamics 365 support.
Custom Software Development: Prosigns specializes in creating bespoke software solutions that cater to your unique business needs. Our team of experts works closely with you to understand your requirements and deliver tailor-made software that enhances efficiency and drives growth.
Web and Mobile App Development: From responsive websites to intuitive mobile applications, Prosigns develops cutting-edge solutions that engage users and deliver seamless experiences across devices.
AI & ML Solutions: Harnessing the power of Artificial Intelligence and Machine Learning, Prosigns provides smart solutions that automate processes, provide valuable insights, and drive informed decision-making.
Blockchain Integration: Prosigns offers comprehensive blockchain solutions, including development, integration, and consulting services, enabling businesses to leverage blockchain technology for enhanced security, transparency, and efficiency.
DevOps Services: Prosigns' DevOps services streamline development and operations processes, ensuring faster and more reliable software delivery through automation and continuous integration.
Microsoft Dynamics 365 Support: Prosigns provides comprehensive support and maintenance services for Microsoft Dynamics 365, ensuring your system is always up-to-date, secure, and running smoothly.
Learn how our collaborative approach and dedication to excellence help businesses achieve their goals and stay ahead in today's digital landscape. From concept to deployment, Prosigns is your trusted partner for transforming ideas into reality and unlocking the full potential of your business.
Join us on a journey of innovation and growth. Let's partner for success with Prosigns.
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
We describe the deployment and use of Globus Compute for remote computation. This content is aimed at researchers who wish to compute on remote resources using a unified programming interface, as well as system administrators who will deploy and operate Globus Compute services on their research computing infrastructure.
Custom Healthcare Software for Managing Chronic Conditions and Remote Patient...Mind IT Systems
Healthcare providers often struggle with the complexities of chronic conditions and remote patient monitoring, as each patient requires personalized care and ongoing monitoring. Off-the-shelf solutions may not meet these diverse needs, leading to inefficiencies and gaps in care. It’s here, custom healthcare software offers a tailored solution, ensuring improved care and effectiveness.
Cyaniclab : Software Development Agency Portfolio.pdfCyanic lab
CyanicLab, an offshore custom software development company based in Sweden,India, Finland, is your go-to partner for startup development and innovative web design solutions. Our expert team specializes in crafting cutting-edge software tailored to meet the unique needs of startups and established enterprises alike. From conceptualization to execution, we offer comprehensive services including web and mobile app development, UI/UX design, and ongoing software maintenance. Ready to elevate your business? Contact CyanicLab today and let us propel your vision to success with our top-notch IT solutions.
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...informapgpstrackings
Keep tabs on your field staff effortlessly with Informap Technology Centre LLC. Real-time tracking, task assignment, and smart features for efficient management. Request a live demo today!
For more details, visit us : https://informapuae.com/field-staff-tracking/
Into the Box Keynote Day 2: Unveiling amazing updates and announcements for modern CFML developers! Get ready for exciting releases and updates on Ortus tools and products. Stay tuned for cutting-edge innovations designed to boost your productivity.
Experience our free, in-depth three-part Tendenci Platform Corporate Membership Management workshop series! In Session 1 on May 14th, 2024, we began with an Introduction and Setup, mastering the configuration of your Corporate Membership Module settings to establish membership types, applications, and more. Then, on May 16th, 2024, in Session 2, we focused on binding individual members to a Corporate Membership and Corporate Reps, teaching you how to add individual members and assign Corporate Representatives to manage dues, renewals, and associated members. Finally, on May 28th, 2024, in Session 3, we covered questions and concerns, addressing any queries or issues you may have.
For more Tendenci AMS events, check out www.tendenci.com/events
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamtakuyayamamoto1800
In this slide, we show the simulation example and the way to compile this solver.
In this solver, the Helmholtz equation can be solved by helmholtzFoam. Also, the Helmholtz equation with uniformly dispersed bubbles can be simulated by helmholtzBubbleFoam.
A Comprehensive Look at Generative AI in Retail App Testing.pdfkalichargn70th171
Traditional software testing methods are being challenged in retail, where customer expectations and technological advancements continually shape the landscape. Enter generative AI—a transformative subset of artificial intelligence technologies poised to revolutionize software testing.
First Steps with Globus Compute Multi-User EndpointsGlobus
In this presentation we will share our experiences around getting started with the Globus Compute multi-user endpoint. Working with the Pharmacology group at the University of Auckland, we have previously written an application using Globus Compute that can offload computationally expensive steps in the researcher's workflows, which they wish to manage from their familiar Windows environments, onto the NeSI (New Zealand eScience Infrastructure) cluster. Some of the challenges we have encountered were that each researcher had to set up and manage their own single-user globus compute endpoint and that the workloads had varying resource requirements (CPUs, memory and wall time) between different runs. We hope that the multi-user endpoint will help to address these challenges and share an update on our progress here.
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...Globus
The U.S. Geological Survey (USGS) has made substantial investments in meeting evolving scientific, technical, and policy driven demands on storing, managing, and delivering data. As these demands continue to grow in complexity and scale, the USGS must continue to explore innovative solutions to improve its management, curation, sharing, delivering, and preservation approaches for large-scale research data. Supporting these needs, the USGS has partnered with the University of Chicago-Globus to research and develop advanced repository components and workflows leveraging its current investment in Globus. The primary outcome of this partnership includes the development of a prototype enterprise repository, driven by USGS Data Release requirements, through exploration and implementation of the entire suite of the Globus platform offerings, including Globus Flow, Globus Auth, Globus Transfer, and Globus Search. This presentation will provide insights into this research partnership, introduce the unique requirements and challenges being addressed and provide relevant project progress.
Accelerate Enterprise Software Engineering with PlatformlessWSO2
Key takeaways:
Challenges of building platforms and the benefits of platformless.
Key principles of platformless, including API-first, cloud-native middleware, platform engineering, and developer experience.
How Choreo enables the platformless experience.
How key concepts like application architecture, domain-driven design, zero trust, and cell-based architecture are inherently a part of Choreo.
Demo of an end-to-end app built and deployed on Choreo.
Accelerate Enterprise Software Engineering with Platformless
CCNS Webinar
1. Leveraging Visuals to Build
Your Knowledge GPS
Hosted By
Cory Hartlen
Director-Client Engagement & Solutioning
Cory.Hartlen@procedureflow.com
@CoryHartlen
2. Your Environment
Is your contact centre facing financial
pressures?
Are you confident about the quality of
service delivered to clients?
Is anyone concerned about productivity?
4. The Rules Have Changed
• Learn about brands
• Form opinions
• Buy products
• Express feelings
• Ask for help
• Seek support
• Give feedback
• Look for a job
Connectivity and social channels are
transforming the way we:
7. The Problem
People hate writing stuff down
• People love talking
People hate searching for stuff
• People love winging it
People hate reading
• People love closing cases
People hate maintaining knowledge
• People love knowing more than other people
8. You Might Have an Information Problem
Can you ensure consistency across all customer touch points?
How long until new employees are proficient?
Are you mapping/organizing knowledge and information today?
How are you documenting your customer journey?
9. Bad Information = Bad Customer Experience
How Does Poor Customer Experience Affect a Business?
- Customers Leave
- New Customers Stay Away
- Your Reputation Suffers
- Employees Leave
- Revenues and Profits Shrink
But who’s responsible?
11. The Way It’s Done, Change is Needed
Ambiguity leads to judgement
calls, costing time and money
Training & Memorization
2-8 Weeks
Mentorship & Trial and Error
2-6 Months
Time & More Training
6-12 Months
Company
Information
Technology
Systems
Industry
Knowledge
Sales
Training
Soft Skills
Industry Growth
& Changes
Systems and
Technology
Changes
Government,
Legal & Policies
Company,
Marketing &
Product Changes
Many Call Scenarios
12. How is your company using visuals?
Visual communication is faster,
more efficient and easy to consume
when it’s time to take action
13. Images are the new words
85% of all marketing content is visual
People recall 65% of the visual content that they see in comparison
to about 10% of written content
People follow visual instructions 323% better than written instructions
The brain processes visuals 60,000x faster than text
15. Methodology
A Better Knowledge Experience
Experience Management
Knowledge
Employee
Customer
Leads to a Better Employee Experience
Leads to a Better Customer Experience
16. 3 Keys to Success
Small Hyperlinked
Flowcharts
User Friendly
Team Collaboration
17. Put your Employees First, Improve CX
Brands that improve CX: Increase revenue 10-15% & Lower costs 15-20%
Many Call Scenarios
Industry
Knowledge
Sales
Training
Technology
Systems
Company
Knowledge
Continuous
Learning
Team
Collaboration
Knowledge
GPS
Just in time
Knowledge
18. The Power of Visuals
What if you could
• Customer heroes faster
• Confident agents create better CX
• Leverage expertise of top performers
• Learning by doing
• Enable a better outsourcing relationship
19. Why Learning by Doing is Better
Motivation
• We’re naturally curious, performing tasks creates more motivated and engaged
learners
75% Higher Retention Rate
• Learning by doing changes behavior and this means new employees become
proficient faster
Reduced Costs
• Less time in a classroom, more time on the phone
20. Where do I start?
“I hear and I forget.
I see and I remember.
I do and I understand.”
-Confucius
21. Where do we start?
These five simple steps will get you started:
1. Create buckets for all your call types, include a starting flow
2. Match knowledge articles and process docs to call types
3. Map the technology and all 3rd party systems to these flows
4. Take each call type and map out with knowledge and technology,
including all back stories, exceptions and variables
5. Work with your agents to battle test and improve your flows
22. Step 1, Call Types and Start your Flow
1. Create buckets for all your call types, include a starting flow
Start with your intro, and then move to your discovery phase, it might look like this:
Agent
Greeting
Move to Discovery
Open CRM
to log call
Thanks for calling A1, my name is
_____ how can I help you?
Customer Data
Change
Change Service
Billing IssueRoute to Call
Start ServiceCancel Service
25. Step 2, Buckets for all your knowledge articles
2. Create flows or links for all your knowledge articles, list them out for each call type
Customer
Data Change
Change
Service
Billing
Issue
Route a
Call
Start
Service
Cancel
Service
Knowledge Base to Process Documentation to Knowledge Articles
26. Step 2, Link all your knowledge articles
2. Link all your knowledge articles, list them out for each call type
Cancel Service
Note Reason for Cancellation
If moving to competitor, use
sales save pricing script
Process Cancellation
27. Step 3, Mapping all 3rd Party Systems
3. Map the technology and all 3rd party systems to these flows
Cancel Service
Note Reason for Cancellation
If moving to competitor, use
sales save pricing script
Process cancellation
Track in CRM
Process in Agent Desktop
Link to script in SharePoint
Stop billing in CRM
28. Cancel Service
Note Reason for Cancellation
If moving to competitor, use
sales save pricing script
Process cancellation
Track in CRM
Process in Agent Desktop
Link to script in SharePoint
Stop billing in CRM
Step 4, Putting it all Together
4. Take each call type and map out with knowledge and technology, including all back stories,
exceptions and variables
If cancellation is due
to death, move to
process cancellation
Confirm you’re
speaking to primary
account holder
Ensure you open all
needed technology
31. Step 5, Test & Innovate
5. Work with your agents to battle test and improve your flows
• Create feedback loops so updating is easy
• Have weekly check-ins to ensure adoption
• Involvement is key to engagement
• Have fun (i.e. scavenger hunts, posters, cake)
• Reinforce (Measure, reward, direct back, keep talking about success)
32. Things to Consider
Business Change (The people side of change)
• Consider your audience, get an executive sponsor (senior leaders,
agents, support, managers, quality team)
• What will they like, where will they resist?
• Develop a proactive plan that includes communications and training
Training Considerations
• Training shifts from showing to doing
• Trainers need time to understand the impact on their curriculum
• Determine what to do with the time you get back
33. The Payoff
“This is the first time they’ve done
something just for us”
-Every Agent
34. How we achieve success together
Review Technology Stack
Implementation Overview
Customer Success Stories
35. Where we fit = better than KB
Knowledge Base
KM Scripts
Procedure Flow
FC
Some CustomersToday
Knowledge Base
Procedure Flow
Next Week
Implementation 2-3 Months after adoptionProof of Concept
From signing paperwork to putting your first flow to work, one week!
Telephony
CRM
Telephony
CRM
Telephony
CRM
37. • Cut onboarding time by +75%
• Reduced AHT by 13%
• Increase CSAT by 8%
• 5% savings on cc operational costs
- 100 agents = $265K
• Strengthens Outsourcing Relationship
Customer Success & ROI
38. Happy Customers
“Using ProcedureFlow has decreased our
cross-training time by 61%, and our trainees
are now taking live calls from customers 8
days sooner.”
-Manager of Customer Relations
• Cut cross-training from 13 to 5.5 days,
575 training days saved, 3,840 extra
hours on the phone
• Reduce trainer prep time by 50%, 720
trainer days saved
• Reduce travel costs for both trainers and
trainees, $123,000 saved
• Reduced 7000 mentor assist calls, 700
hours back
39. Happy Customers
“ProcedureFlow simplifies the job of our
customer service representatives. It takes
away stress, helping them focus on the caller
and providing the best service possible.”
- Rachel Mills, Director of Member Experience at
Medavie Blue Cross
Cory’s intro, talk about career path and what he’s learned about the customer experience. It starts with the right employee experience.
Since care is almost always seen as a cost center our leadership keeps pushing for improvements in our KPI’s.
Spend less, increase CSAT or NPS, make your agents more productive.
But it puts the weight on the people in this room to drive that change, and hopefully that’s why you’re here, to learn and drive change in your center for the better.
Let’s start by looking at how our industry got here and how we’ve traditionaly supported our teams.
Then review the sweeping change in society over the past 15 yrs and see if we can learn from these changes
We’ll touch quickly on the experience most centers create for their agents
And finish by solving all your problems so when you’re asked the questions on this slide next year, you’re answers will be no.
This is the space we’re in, trying to get all the amazing information in one experienced persons head, onto another one. Or as we call it, human knowledge sharing. So we bring them into training, but oral training takes too long, written knowledge doesn't seem to be working.
We know our training takes too long, not to mention memory retention over the past decade has diminished to 10-20% with classroom training.
And we need all agents to perform at the level of our top agents, consistency is key to our brands success and the experiences we create.
Doing all of this well is really, really hard
One of the main factors to this reduction in memory retention has to do with the way society has evolved with the advent of the smart phone.
It’s not only changed the was interact with the world around us, it’s changed the way we learn, inform our selves, seek and ask for help. Even the way we look for a job.
It has made us a more fickle consumer, which is why you probably heard that customer care is the new marketing.
If a brand really wows us, we tell up to 6 ppl, but when a brand fails us, we tell up to 15 ppl. And we all know that so called #fail can accelerate in social media.
The good news is that we’re willing to pay more if it means brands can deliver on a better customer experience.
But how do we as consumers feel brands are meeting our expectations today?
A bit of a discrepancy in these numbers. Not a factor of 4 or even 5, this represents a factor of 10 between what brands feel they accomplish vs what the consumer feels the brand delivers. What do we think is leading to this?
Are we measuring the wrong KPI’s and metrics?
Leadership sees that our AHT and first call close metrics are in the right place, so all’s well and they believe they’re delivering value.
What we see is that when employees aren’t given the right technology, or knowledge, or perhaps they’re not incentivized correctly they follow the path of least resistance.
We hate writing stuff down, we’d rather talk it through and have a conversation.
We’ve all clicked through the first 4 or 5 pages of google looking for the best result to match our needs, and when we don’t find it quickly, we move to another channel, like as our friends on FB.
But this is really hard to do when a customer is on hold and your KB returns 400 results. We’d rather try to remember what someone else said and wing it.
And when that customer is on hold, if the documentation is longer than a tweet, we get frustrated. We hate reading long form docs, we’d rather perform an action, like close a case.
Last, we all know that one person in our center, nobody knows how to do what they do, they call it job security.
Human behavior will follow the easiest path if we’re not properly incentivized and supported.
If some or all of this happens in your team, you might, over time end up with an information problem.
How do you know if you might have an information problem.
Can you ensure consistency across all customer touch points?
Are agents capable from day one?
When new processes or documentation is created do you know how it fits into your knowledge management strategy? Is it organized?
Can you see your customers journey and how changes you make impact your agents and their experience?
We all want to focus on the customer experience, but we also need to make sure it doesn’t negatively impact the employee experience.
If you’ve had a hard time answering positively to any of these questions, then you might have an info problem, but what is it costing you?
Unfortunately the costs are high.
Frustrated customers leave, since they told their friends, new customers stay away and if we fail to correct the issue our reputation suffers.
Mackinsey, forster, gartner all report that customer experience sits 50-50 between marketing and care.
But in the end, who’s responsible for creating these experiences?
Every employee who touches your customer, that’s who.
We need to focus on the employee experience so they are given the tools, knowledge and reward structure so they can surprise and delight in every customer interaction they have.
But what kind of experience do we create for them?
We know change can be a challenge but the way it’s always been done needs to adapt to keep pace with the expectations of your customer.
Visually, this is the experience we create for new employees. We give them too many pieces of the puzzle they need to know how to put together to solve a customers need.
In the classroom they cover, product, brand, industry, sales training, soft skills and call scenarios, loads of training and memorization.
Then they move to a nesting or mentoring phase where trial and error are how they learn.
To compound the problems this approach creates, as soon as they leave the classroom, all this knowledge starts to change.
And we know that the ambiguity through the documentation and processes costs you time and money, leading to agents not having what they need to own the customer experience.
For a major health care provider we work with, this ambiguity costs them over $300 million in claims paid in error.
This is what we believe at ProcedureFlow, Visual communication is faster, more efficient and easy to consume when it’s time to take action.
Images are our new words.
85% of all marketing content is visual,
Think about the effects of images on the brain. Ppl recall 65% of the visual content they see vs about 10% of text based documentation.
We follow visual instructions 323% better than written instructions.
Which leads to the big question, how is your company leveraging visualizations & images?
We want to re-imagine the knowledge experience for every employee.
We tailor your account for your processes and documentation, making it highly visual, easy to navigate and give you off line back ups for 24/7 accessibility.
Insuring knowledge is delivered just in time, making it dependable and current.
Here’s a quick peek at what our customers experience with our methodology.
We start by creating that better knowledge experience, which leads to a better employee experience, and when agents find the right information at the right time, every time, your customer wins with a better experience.
And you win with lower AHT, increased productivity and lower operating costs.
We achieve this for our customers with our three keys to success.
Hacking into the way our brains process visual information with our small hyperlinked flowchats.
We also know that those personas that make great agents might not always be the most technological in your organization, so we wanted to make it extremely user friendly.
We also know keeping all knowledge up to date can be a real challenge, we allow team collaboration so you can leverage crowd sourcing from your best agents to keep everything up to date.
When we’re done, Procedureflow becomes your teams knowledge GPS, turning all those pieces of the puzzle an agent needs to memorize into continuous learning, the more you use Procedureflow, the more you learn.
Since we know the only constant is change, you can leverage our team collaboration model to keep all your knowledge up to date. This allows crowd sourcing from your team for small errors like spelling and grammar to large changes like innovating your call flows to decrease AHT.
What if you could create customer heroes faster
Create confident agents to give a better customer experience, from day one on the floor
Leverage and extract the brain trust of your top performers and put it to work for the rest of your team
Helping your team invigorate training so the transition to learning by doing is easy.
Even quickly enable outsourcing where needed.
We know the benefits of learning by doing is real. Here are just 3 of them.
We’re curious creatures, so performing tasks creates more motivated and engaged learners.
It helps us retain more knowledge, up to 75%. This changes our behavior, leading to new employees becoming proficient faster.
And if agents are on the phones faster and they’ve retained more, you save with less time in the classroom and a reduction in escalations.
We know that over the past decade social and digital media have transformed the way we work, seek advice, look for help, even how we find work and leads in our day to day lives. But one media type has dominated the land scape and businesses and organizations alike are just starting to see how they can be leveraged for their teams.
If you care, they will care
Rachel Mills
By now I’m sure you’re interested in how we work with our customers and what kind of success do they see.
Let’s get into it!
We know that most KB or KM projects can take months if not years to perfect and keep up to date.
We take customers from signing to using their first flow in as little as one week.
Most of our prospects have a similar tech stack, CRM, IVR, Telephony, with KB sitting ontop, then leveraging KM, FC and scripting tools to deliver that knowledge to the customer.
Our hyperlinking allows us to connect to all your third party systems, possible to replacing the top layer of your tech stack as a phase one.
Our customers that are leveraging free or low cost KB’s, like visio or sharepoint even look to replace them after a few months.
Instead of linking to long form documents, why not break the text down into smaller chucks of info making it easier for agents to absorb and bring them into ProcedureFlow.
Always looking for more partners across the call center industry. You need your technology to work together, which is why we’ve built these kinds of relationships.
Do you currently leverage any of these tools for your team?
Making our customers successful is something we take great pride in.
One of first metrics we like to measure is the reduction in onboarding time. For a customer like NB Power, they reduced new hire training by 62% for their agents. A company like Wyndham that’s leveraging PF for back of office administration, like processes inbound requests for corporate rates, cut onboarding by 95%. What was once a 5 day training program is now a Monday morning on Pf and following along as agents process requests, by Monday afternoon, they’re ready to take their first request.
For the team at Eastlink, with an average handle time of 8 mins, they knew their documentation and processes needed a review. By breaking their traditional 1.5-3 page documents down into short form text and adding them to the call flows, agents saw a 25% reduction, bring AHT down to 6 mins.
At NB Power, they also saw their 7000 annual calls to the agent assist line vanish, and BCBS saw a 50% reduction in escalations. Both companies estimate a 5% reduction in operational costs, for 100 agents, that equals $265k in savings.
Rachel, from Blue Cross, has implemented us across her team and believes so passionately about our mapping process and solution, she’s getting us introduced across North America.
For Rachel, we’ve simplified the job for their service reps, taking away stress, so the caller is the focus, allowing them to deliver the best service possible.
The numbers tell an amazing tale.
Rachel’s been a great advocate of ours, and for her, we took away the stress of finding the write docs or process and allowed her agents to focus on the caller. Giving her team all they need to improve the customer experience.
We’ve been out on our own for 3 years now, closing in on 60 customers, across a number of industries and use cases.