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Is Your IVR Smarter Than a 5th Grader? 
Spoken Smart IVR Case Study 
Renée Epple, Guthy|Renker
2 
The client 
Introduction to Guthy|Renker 
Guthy|Renker is a $1.5 billion direct 
marketing company, one of the largest 
and most respected in the world, with 
distribution in 68 countries. Founded in 
1988, Guthy|Renker has discovered 
and developed dozens of well-loved, 
high quality consumer products in the 
beauty, skincare, entertainment and 
wellness categories. Familiar brands 
include Proactiv, Wen Hair Care by 
Chaz Dean, and Cindy Crawford’s 
Meaningful Beauty. 
• Proactiv 
• Wen Hair Care by Chaz Dean 
• Cindy Crawford’s Meaningful Beauty
3 
Challenge 
Direct Marketing company sought responsiveness 
Starting point 
• Seeking an IVR 
• Replace incumbent 
menu-based IVR 
Basic needs 
• Identify the caller 
• Determine caller 
intent 
• Automatically and 
efficiently route the 
caller to the correct 
queue 
Requirements 
• Nimble A/B testing 
capabilities 
• Test every IVR call 
flow element 
• Test, evaluate and 
iterate regularly 
• Proven user-friendly 
and responsive 
experience 
• Incremental 
improvement with 
each IVR iteration
4 
Goals 
Stated goals for Spoken Smart IVR implementation at G|R 
• Improve caller 
identification rates 
• Improve caller intent 
rates and thereby 
routing accuracy 
• Evaluate access to 
agile IVR interactions 
for continual testing 
and improvement
5 
Approach 
Pilot plan implementation and evaluation 
Pilot 
• Implement at 60-day 
pilot for a 
percentage of call 
volume for a single 
brand 
• Focus on immediate 
goals of improving 
caller ID and caller 
intent rates 
Evaluate 
• Use caller ID and 
caller intent rates to 
determine success 
• Experiment with 
very important ability 
to iterate the IVR to 
determine if the 
flexibility was 
valuable 
Expand 
• If both the 
immediate goals 
and flexibility 
experiment were 
successful, expand 
to full call volume for 
that brand and to 
other brands as well
6 
Process 
Redundant, live-live system for reliability 
• Spoken Smart IVR 
implemented as a fully 
redundant cloud 
• Geographically 
diverse data centers 
• Live-live configuration 
• High availability with 
no business disruption
7 
Process 
Integrated call flow 
ACD integration 
The Spoken Smart IVR was integrated with the existing 
ACD, which created a session ID and then handed the 
call to the Spoken Smart IVR. 
Spoken Smart IVR 
Key tasks were: determine ANI match, ID the caller and 
the caller intent. Attributes from client data cache were 
used to determine the best call flow match for caller 
intent. 
Handoff 
Then the SSIVR hands the call back to the legacy ACD 
to route the call to a self-service IVR module or a live 
agent with screen pop of caller ID and intent.
A gradual transition
9 
Rollout kickoff 
One brand, 10% of call volume 
• Began with a core brand 
• Spoken Smart IVR handled 10% of the core 
brand call volume 
• 60 days 
• Success 
• In that time, iterated through a dozen A/B panels 
• Showed definite improved match rate for caller ID 
and intent 
• Rolled out to 100% of core brand call volume
10 
Additional brand rollout 
In two phases: 30% one week and 100% the following
Results: 10% containment 
10% containment in self-service for one brand 
11 
• Call data revealed that callers 
were unclear on how to use 
the product 
• Added voiceover to the call 
flow instructing on the 
product’s proper use 
• 10% of eligible calls were 
handled exclusively within the 
self-service Spoken Smart IVR
The biggest benefit of the Spoken Smart IVR is the 
ability to grow and iterate the IVR in a fluid and 
continuous manner.
Results: 47% containment 
47% containment in self-service for order status queries 
13 
• Caller uses order status keyword 
such as “package” or “shipment” 
• Automated API pulls up past and 
upcoming ship dates and package 
tracking information 
• Spoken Smart IVR reads back 
whichever is most applicable based 
on business rules 
• Results: 
• 23% self-service containment rate 
for order status queries 
• 24% referral to other self-service 
• 25% well-qualified callers to 
agents to place orders
Results: putting wrong info to good use 
An innovative solution to a call flow conundrum 
14 
• Callers were asked for house 
number 
• Spoken team noticed some callers 
were entering 10 digits 
• Guessed that the callers were 
entering a phone number 
• Suggested to run the input as 
phone numbers 
• New initiative to automatically run 
any 10-digit input as a phone number 
• Returned an additional 2% match
The Spoken system’s agility and flexibility allows us 
to immediately address caller issues that we 
discover through the call data.
16 
Business impact 
Measured results 
Increased caller ID rate 
Increased caller identification rate by around 10 
percentage points 
Increased caller intent rate 
Increased caller intent identification by around 10 
percentage points 
Self-service containment 
Contained 10-45% of callers in customized self-service 
modules
17 
Key benefits 
A flexible solution providing valuable insights 
Agility 
Provided a 
nimble 
system for 
simple A/B 
testing to 
iterate the 
best caller 
experience 
possible 
Improve 
Improved 
caller ID 
and caller 
intent rated 
by around 
10 
percentage 
points 
Innovation 
Offered 
productive 
and creative 
solutions to 
challenges 
Reliability 
Upgraded 
to a fully 
redundant, 
high 
availability 
cloud 
system 
Professionals 
Engaged, 
action-oriented 
thought 
leaders 
were fully 
invested 
in 
understan 
ding and 
driving 
client 
business 
success
This is the smartest and most engaged vendor 
partner team I can ever recall working with. The 
Spoken team always added incremental thought 
leadership that continually takes the dialogue above 
and beyond.
Is Your IVR Smarter Than a 5th Grader? 
Spoken Smart IVR Case Study 
Renée Epple, Guthy|Renker

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Is Your IVR Smarter Than a Fifth Grader? #Boost14

  • 1. Is Your IVR Smarter Than a 5th Grader? Spoken Smart IVR Case Study Renée Epple, Guthy|Renker
  • 2. 2 The client Introduction to Guthy|Renker Guthy|Renker is a $1.5 billion direct marketing company, one of the largest and most respected in the world, with distribution in 68 countries. Founded in 1988, Guthy|Renker has discovered and developed dozens of well-loved, high quality consumer products in the beauty, skincare, entertainment and wellness categories. Familiar brands include Proactiv, Wen Hair Care by Chaz Dean, and Cindy Crawford’s Meaningful Beauty. • Proactiv • Wen Hair Care by Chaz Dean • Cindy Crawford’s Meaningful Beauty
  • 3. 3 Challenge Direct Marketing company sought responsiveness Starting point • Seeking an IVR • Replace incumbent menu-based IVR Basic needs • Identify the caller • Determine caller intent • Automatically and efficiently route the caller to the correct queue Requirements • Nimble A/B testing capabilities • Test every IVR call flow element • Test, evaluate and iterate regularly • Proven user-friendly and responsive experience • Incremental improvement with each IVR iteration
  • 4. 4 Goals Stated goals for Spoken Smart IVR implementation at G|R • Improve caller identification rates • Improve caller intent rates and thereby routing accuracy • Evaluate access to agile IVR interactions for continual testing and improvement
  • 5. 5 Approach Pilot plan implementation and evaluation Pilot • Implement at 60-day pilot for a percentage of call volume for a single brand • Focus on immediate goals of improving caller ID and caller intent rates Evaluate • Use caller ID and caller intent rates to determine success • Experiment with very important ability to iterate the IVR to determine if the flexibility was valuable Expand • If both the immediate goals and flexibility experiment were successful, expand to full call volume for that brand and to other brands as well
  • 6. 6 Process Redundant, live-live system for reliability • Spoken Smart IVR implemented as a fully redundant cloud • Geographically diverse data centers • Live-live configuration • High availability with no business disruption
  • 7. 7 Process Integrated call flow ACD integration The Spoken Smart IVR was integrated with the existing ACD, which created a session ID and then handed the call to the Spoken Smart IVR. Spoken Smart IVR Key tasks were: determine ANI match, ID the caller and the caller intent. Attributes from client data cache were used to determine the best call flow match for caller intent. Handoff Then the SSIVR hands the call back to the legacy ACD to route the call to a self-service IVR module or a live agent with screen pop of caller ID and intent.
  • 9. 9 Rollout kickoff One brand, 10% of call volume • Began with a core brand • Spoken Smart IVR handled 10% of the core brand call volume • 60 days • Success • In that time, iterated through a dozen A/B panels • Showed definite improved match rate for caller ID and intent • Rolled out to 100% of core brand call volume
  • 10. 10 Additional brand rollout In two phases: 30% one week and 100% the following
  • 11. Results: 10% containment 10% containment in self-service for one brand 11 • Call data revealed that callers were unclear on how to use the product • Added voiceover to the call flow instructing on the product’s proper use • 10% of eligible calls were handled exclusively within the self-service Spoken Smart IVR
  • 12. The biggest benefit of the Spoken Smart IVR is the ability to grow and iterate the IVR in a fluid and continuous manner.
  • 13. Results: 47% containment 47% containment in self-service for order status queries 13 • Caller uses order status keyword such as “package” or “shipment” • Automated API pulls up past and upcoming ship dates and package tracking information • Spoken Smart IVR reads back whichever is most applicable based on business rules • Results: • 23% self-service containment rate for order status queries • 24% referral to other self-service • 25% well-qualified callers to agents to place orders
  • 14. Results: putting wrong info to good use An innovative solution to a call flow conundrum 14 • Callers were asked for house number • Spoken team noticed some callers were entering 10 digits • Guessed that the callers were entering a phone number • Suggested to run the input as phone numbers • New initiative to automatically run any 10-digit input as a phone number • Returned an additional 2% match
  • 15. The Spoken system’s agility and flexibility allows us to immediately address caller issues that we discover through the call data.
  • 16. 16 Business impact Measured results Increased caller ID rate Increased caller identification rate by around 10 percentage points Increased caller intent rate Increased caller intent identification by around 10 percentage points Self-service containment Contained 10-45% of callers in customized self-service modules
  • 17. 17 Key benefits A flexible solution providing valuable insights Agility Provided a nimble system for simple A/B testing to iterate the best caller experience possible Improve Improved caller ID and caller intent rated by around 10 percentage points Innovation Offered productive and creative solutions to challenges Reliability Upgraded to a fully redundant, high availability cloud system Professionals Engaged, action-oriented thought leaders were fully invested in understan ding and driving client business success
  • 18. This is the smartest and most engaged vendor partner team I can ever recall working with. The Spoken team always added incremental thought leadership that continually takes the dialogue above and beyond.
  • 19. Is Your IVR Smarter Than a 5th Grader? Spoken Smart IVR Case Study Renée Epple, Guthy|Renker