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aOS 2017Canadian Tour
Fueled by
Quebec
Montreal
Ottawa
Toronto
February 6
February 7
February 8
February 10
Introduction
Section One
Case Study
Driving Customer Engagement Through
Cloud-Based Case Management
Sag Baruss
Senior Strategic Advisor
AvePoint Client Services
Session Overview
To consider the changing business landscape and
how the cloud can help business adapt to that
change.
To consider the role of mobility in customer
engagement.
To examine a case study of how the cloud can be
leveraged to improve customer engagement.
Session Agenda
Topic Duration
Introduction 5 min
The Changing Business Landscape 10 min
Case Study: Cloud-Based Customer Engagement 20 min
Closing Thoughts 10 min
About AvePoint
Cloud
On premises
Hybrid88 Countries
6 Continents
15,000
3 million
Customers
Office 365 users
What We Do
Our Solutions
About ACS
The Changing Business Landscape
Section Two
The Trend Towards Cloud
Your Customers
72% 68%
86% 65%
The Demand on Business
1Ericsson Mobility Report, Feb 2016
2We Are Social: 2016 Digital Yearbook, Jan 2016
3ITRC Data Breach Reports – 2015 Year-End Totals, Dec 2015
4National Academy of Public Administration & ICF International: Federal Leaders Digital Insight Study, Feb 2016
Case Study
Section Three
( Fictionalized ) Scenario
Coffee machine and supplies company.
Small IT department and limited IT budget.
Good customer service provides a competitive
advantage.
Servicing clients requires personalized and in-person
service.
Requirements
Increase customer engagement through ease of use
and better transparency.
Mobile device and user friendly.
Low barrier to entry.
Process enforcement.
Create visibility and transparency.
Workflow
IT Admin sets up self-
service portal
IT Admin sets up self-
service customer portal
Citizen Reports an
Issue
Customer reports an
issue
City Dispatcher Fields
the Request
Customer Service fields
and routes the request
Service Owner assigns
to an Engineer
Service Team Lead
assigns to an Engineer
Field Worker Services
the issue
Service Engineer
resolves the issue
Public Works Director
derives insights
Business Leadership
derives insight
Show Me !!
Taking it to the Next Level
Candidate Organization Profile
Service industry.
History, statistics and metrics are important.
Geographic placement / delivery of products and
services is important.
Seeing it helps.
Multiple types of client requests and multiple teams
servicing them.
Consistency of process.
Implementation Timeline
Day One
Business Process
Development
Day Two Day Three Day Four
Prerequisite Review Cloud Service Provisioning and
Preliminary Configuration
System Go-liveService
Implementation
Language and Visual
Tuning
System Training
Testing and
Documentation
Service Design
Closing Thoughts
Section Four
Things to Watch Out For
Understanding the cost(s) and benefits.
Organizational readiness.
( Hybrid ) management / administration.
Governance.
Cloud SLA’s.
Risk exposure.
Suggested Next Steps
Thank you !
Questions / Discussion

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Driving Customer Engagement Through Cloud-Based Case Management