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customer engagement consultants
                                  1
EPIC Response solves tough problems for industry leaders
                “How do I hold onto my best
                 customers?”
                “How can I lower my cost of
                 customer care?”
                “How do I adjust to customers
                 who use portable computing
                 tools?”
                “Should I find a new contact
                 center with different technology
                 or better agents?”
                “What’s my next move?”

                                                      2
EPIC’S FOUR MACRO SOLUTIONS




                               LOWER COSTS
                           analyze process inefficiencies
     Escort clients into the                            DRIVE LOYALTY
   MULTICHANNEL                                         by improving the inbound
    MARKETPLACE                                           customer experience

                    IMPROVE COMMUNICATION
                        between client and contact center so
                      outcomes are more strategic and actionable



                                                                                   3
FULL SPECTRUM CAPABILITIES


                   Identify
                 cost- savings
                  opportunities
    Strategic                       Adapt to
    planning                        the new
                                  Emotile
                                  customer
 Technology
  optimization                    Integrate
                                  multiple
                                    channels
               Develop a customer
                  experience
                    strategy

                                               4
Taking the Guesswork Out of Outsourcing
  Providing no-cost advisory services to clients

  Offering a consultative and streamlined outsourcing
  provider selection process

  Aligning a client’s specific outsourcing requirements
  with the right provider

  Working with a global network of over 175 screened
  outsourcing providers

  Negotiating more competitive rates

  Providing program oversight and a customer
  interaction diagnostic ensure
  long-term success

  Servicing more than 250 clients since 2003

                                                           5
Taking the Guesswork Out of Outsourcing

    EPIC’s large global network of business process
    outsourcers provides a diverse set of services. We have
    screened each provider for quality and expertise and we
    renew them on an annual basis.
Verticals       Programs         Multi-          Services
                                   Channel
•   Communications       • Sales                                • Hosted
•   Healthcare           • Customer Care     • Email, Phone, IV   Technology
•   Technology           • Technical           R & Chat         • SaaS
•   Financial              Support           • Direct Mail      • Direct Marketing
•   Retail               • Back Office       • Social Media     • Lead
•   Travel/Hospitality   • Direct Response   • Fulfillment        Management
•   Government           • After Hours &                        • Credit Card
•   Manufacturing          Overflow           Global              Processing
•                                                               • Analytics
    Energy & Utilities     Support             Delivery
•   Political            • Language                             • Training
•   Non-Profit             Support           • Onshore, Near • Fulfillment
                         • Advocacy            Shore, Offshore
                         • Fund Raising        & @Home
                                               Agents


                                                                                     6
How Do You Choose the RIGHT Outsourcer

            With over 4,000 available
            outsourcers, how do you find
            the right combination of
            capabilities that fit your needs?




                                                7
How Do You Choose the RIGHT Outsourcer

                         No one outsourcer can do it all
                         EPIC chooses a provider based upon a
                          client’s specific requirements
                     Communications ♦ Healthcare ♦ Finance & Insurance ♦ Retail ♦
Industry Expertise   Government ♦ Technology ♦ Travel ♦ Auto ♦ Manufacturing ♦
    Function         Acquire ♦ On Board ♦ Care ♦ Technical Support ♦ Retention

  Multi-Channel      Phone ♦ Chat ♦ Email ♦ IVR ♦ Web site ♦ Social Media

   Geography         Onshore ♦ Near Shore ♦ Offshore ♦ @Home Agents

      Size           Global Provider ♦ Tier Two ♦ Boutique

     Pricing         Per Hour ♦ Per Minute ♦ Per Call ♦ Results Based Pricing

    Financial
                     Stability ♦ Equity Partner ♦ Growth/Decline ♦ Public/Private
    Condition
                     Demonstrated Expertise ♦ References ♦ Culture ♦
   Reputation        Management Experience


                                                                                    8
EPIC’s Proven Methodology to Ensure Success

The EPIC Response Process

                   Contact                             Decision
  Discovery &                        Solution                            Implementation      Program
                   Center                              Assistance &
  Analysis                           Presentation                        Oversight           Management
                   Alignment                           Negotiation

• Current        • Core            • Proposals      • Proposal        • Expectations      • Ensure SLA’s, &
  Situation        Competencies, • Presentations      Review            Analysis            KPI’s are Met
• Requirements                                      • Contract        • Knowledge         • Perform
                                   • Site Visits
                   Capabilities, C                    Development       Transfer            Customer
• Objectives &
                   apacities                                          • Resource            Interaction
  Expectations
                 • Application                                          Alignment           Diagnostic
                   Expertise                                                              • Provide Insight
                 • Track Record                                                             into the
                   of Success                                                               Customer
EPIC process helps companies avoid the pitfalls of outsourcing                              Experience

EPIC takes the selection process from 3-6 months to 3-6 weeks




                                                                                                         9
Program Management
  Program management is included in EPIC’s services.

  It is an assessment of the program’s performance from a
  third party’s point of view.

  EPIC determines what is driving customer behavior for
  sales and customer satisfaction.

  Provides voice of the customer information about
  client’s products/services, offers, scripts, policies and
  procedures.

  Enables both the client and its outsourcing partner to
  better understand the customer and improve customer
  interactions and program performance.




                                                              10
EPIC Takes the Guesswork Out of Outsourcing
  EPIC will….
  Establish appropriate service levels and benchmarking

  Select a provider according to its core competency

  Align the provider’s company culture with your own

  Create an effective structure that drives performance

  Ensure sufficient knowledge transfer between the
  parties

  Establish an excellent communication and working relationship
  with your provider

  Ensure flexibility by the outsourcer to meet your specific
  business needs

  Provide insight into the voice of the customer



                                                                   11
EPIC RESPONSE IS UNIQUE


                Veterans
                with vision




   Experience             Foresight

                                      12

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Epic Response

  • 2. EPIC Response solves tough problems for industry leaders “How do I hold onto my best customers?” “How can I lower my cost of customer care?” “How do I adjust to customers who use portable computing tools?” “Should I find a new contact center with different technology or better agents?” “What’s my next move?” 2
  • 3. EPIC’S FOUR MACRO SOLUTIONS LOWER COSTS analyze process inefficiencies Escort clients into the DRIVE LOYALTY MULTICHANNEL by improving the inbound MARKETPLACE customer experience IMPROVE COMMUNICATION between client and contact center so outcomes are more strategic and actionable 3
  • 4. FULL SPECTRUM CAPABILITIES Identify cost- savings opportunities Strategic Adapt to planning the new Emotile customer Technology optimization Integrate multiple channels Develop a customer experience strategy 4
  • 5. Taking the Guesswork Out of Outsourcing Providing no-cost advisory services to clients Offering a consultative and streamlined outsourcing provider selection process Aligning a client’s specific outsourcing requirements with the right provider Working with a global network of over 175 screened outsourcing providers Negotiating more competitive rates Providing program oversight and a customer interaction diagnostic ensure long-term success Servicing more than 250 clients since 2003 5
  • 6. Taking the Guesswork Out of Outsourcing EPIC’s large global network of business process outsourcers provides a diverse set of services. We have screened each provider for quality and expertise and we renew them on an annual basis. Verticals Programs Multi- Services Channel • Communications • Sales • Hosted • Healthcare • Customer Care • Email, Phone, IV Technology • Technology • Technical R & Chat • SaaS • Financial Support • Direct Mail • Direct Marketing • Retail • Back Office • Social Media • Lead • Travel/Hospitality • Direct Response • Fulfillment Management • Government • After Hours & • Credit Card • Manufacturing Overflow Global Processing • • Analytics Energy & Utilities Support Delivery • Political • Language • Training • Non-Profit Support • Onshore, Near • Fulfillment • Advocacy Shore, Offshore • Fund Raising & @Home Agents 6
  • 7. How Do You Choose the RIGHT Outsourcer With over 4,000 available outsourcers, how do you find the right combination of capabilities that fit your needs? 7
  • 8. How Do You Choose the RIGHT Outsourcer  No one outsourcer can do it all  EPIC chooses a provider based upon a client’s specific requirements Communications ♦ Healthcare ♦ Finance & Insurance ♦ Retail ♦ Industry Expertise Government ♦ Technology ♦ Travel ♦ Auto ♦ Manufacturing ♦ Function Acquire ♦ On Board ♦ Care ♦ Technical Support ♦ Retention Multi-Channel Phone ♦ Chat ♦ Email ♦ IVR ♦ Web site ♦ Social Media Geography Onshore ♦ Near Shore ♦ Offshore ♦ @Home Agents Size Global Provider ♦ Tier Two ♦ Boutique Pricing Per Hour ♦ Per Minute ♦ Per Call ♦ Results Based Pricing Financial Stability ♦ Equity Partner ♦ Growth/Decline ♦ Public/Private Condition Demonstrated Expertise ♦ References ♦ Culture ♦ Reputation Management Experience 8
  • 9. EPIC’s Proven Methodology to Ensure Success The EPIC Response Process Contact Decision Discovery & Solution Implementation Program Center Assistance & Analysis Presentation Oversight Management Alignment Negotiation • Current • Core • Proposals • Proposal • Expectations • Ensure SLA’s, & Situation Competencies, • Presentations Review Analysis KPI’s are Met • Requirements • Contract • Knowledge • Perform • Site Visits Capabilities, C Development Transfer Customer • Objectives & apacities • Resource Interaction Expectations • Application Alignment Diagnostic Expertise • Provide Insight • Track Record into the of Success Customer EPIC process helps companies avoid the pitfalls of outsourcing Experience EPIC takes the selection process from 3-6 months to 3-6 weeks 9
  • 10. Program Management Program management is included in EPIC’s services. It is an assessment of the program’s performance from a third party’s point of view. EPIC determines what is driving customer behavior for sales and customer satisfaction. Provides voice of the customer information about client’s products/services, offers, scripts, policies and procedures. Enables both the client and its outsourcing partner to better understand the customer and improve customer interactions and program performance. 10
  • 11. EPIC Takes the Guesswork Out of Outsourcing EPIC will…. Establish appropriate service levels and benchmarking Select a provider according to its core competency Align the provider’s company culture with your own Create an effective structure that drives performance Ensure sufficient knowledge transfer between the parties Establish an excellent communication and working relationship with your provider Ensure flexibility by the outsourcer to meet your specific business needs Provide insight into the voice of the customer 11
  • 12. EPIC RESPONSE IS UNIQUE Veterans with vision Experience Foresight 12