Social Support
Maturity
with



August 22, 2012
today’s speakers




 Archana Shrotriya      Emilie Kopp                 Joe Cothrel
 AE Web Support         Social Business Programs    Chief Community Officer
 National Instruments   National Instruments        Lithium




                                                   Twitter hashtag: #lithcast
we are lithium
delivering social customer
experiences for the world’s
    most iconic brands
what is social support?

   Social support is the use of social
   channels—forums, blogs, and social
   networks—to supplement or replace
   traditional customer service and
   support channels.
challenges in service and support




                      Sources: Accenture, Lithium customers, Jupiter Research
WAVE 1       WAVE 2   WAVE 3




    
                     




               





                     



        
challenges of mature efforts

   Performance measurement and improvement
   Increasing adoption
   Integration of social and non-social channels
   Improving customer choice of channel
   Leveraging channels for quality improvement
ni.com
National Instruments—Our Commitment
         •   We equip engineers and scientists with tools that
             accelerate productivity, innovation, and discovery.




ni.com                               9
National Instruments—Our Stability
                                                              Long-Term Track Record of Growth and Profitability

•   Non-GAAP Revenue: $262 M in Q1 2012
•   Global Operations: Approximately 6,300
    employees; operations in more than 40
    countries




                                                                                                                   Non-GAAP Revenue* in Millions
•   Broad customer base: More than 35,000
    companies served annually
•   Diversity: No industry >15% of revenue
•   Culture: Ranked among top 25 companies
    to work for worldwide by the Great Places
    to Work Institute
•   Strong Cash Position: Cash and short-
    term investments of $377M as of March 31,
    2012




                       *A reconciliation of GAAP to non-GAAP results is available at investor.ni.com


    ni.com                                                  10
National Instruments—What We Do
            Graphical system design combines graphical
           programming software with modular hardware,
                 leveraging the latest technologies.

     Low-Cost Modular Measurement   Productive Software    Highly Integrated
         and Control Hardware       Development Tools     Systems Platforms




ni.com                                        11
From Kindergarten to Rocket Science




 ni.com            12
Social Business Evolution
                                                             Idea
Listserv 1991                                              Exchange
                                                             2009
                                 Blogs 2005




           Support Forums1999               Twitter, FB,
           Re-launched in 2004                                Mobile 2011
  ni.com                              13
                                           YouTube 2007
2004 Goals of NI Discussion Forums
  -   Provide a online public forum where customers can
      gather to troubleshoot and solve their NI product
      problems
  -   Build a worldwide community where users can share
      knowledge and develop a lasting relationship.
  -   Improve searchability of information in the public forum.
  -   Promote loyalty amongst the Enthusiast community.
  -   Integrate public forums with other content databases that
      exist on the site to provide more complete solutions to
      our customers.


ni.com                           14
ni.com/forums
 Support Forums




ni.com            15
Support Forums Key Features                                                   ni.com/forums




• Available in Eight Languages
    • Japanese, Chinese (Simplified), Chinese (Traditional), Spanish, Italian, Turkish,
    Portuguese and Arabic
• Advanced Personalization Options
    • User configured emoticon style, signature, font size, subscription preferences,
     board layout, time zone, etc.
• Backend Support Integration
    • Applications Engineering in the appropriate worldwide branch is notified for
    each message posted based on customer location.
• Integrated with NI Authentication and Service Request Management
     • Users login with their existing NI authentication and can post questions Service
     creation system.
• Detailed Reporting Functionality
     • Granular reporting to trend forum traffic better to monitor success.
  ni.com                                    16
ni.com/forums
 User Engagement




ni.com             17
ni.com/forums
Estimated Savings




                     Direct & Indirect
                        Deflections
                    $7.5M/year Savings




                      Time
 ni.com                 18
ni.com/forums
   Rewards and Reputation
    Enthusiasts, Proven Zealots
    5 Knights of NI!

                           Favorite hat to wear at NIWeek




  Princess
                                             Shrubbery from NI


                                                    Teddy
         Sword
                                                     Bear
                                                   (Avatar)



ni.com                    19
Social Business Impact Areas
  -   Support: Ensure Customer Success
  -   R&D: Co-Innovation: Obtain Product Feedback and Enable
      Development
  -   Marketing: Increase Loyalty and Advocacy, Increase
      Brand Awareness and Manage Reputation
  -   Sales: Drive and Enable New/Repeat Business
  -   Internal: Enhance global employee collaboration and
      nurture NI culture




ni.com                          20
Co-Innovation Plan

   -   Make it easy for NI Customers to share discuss and vote
       on new features
   -   Gather feedback from lead users as we enter new markets
   -   Encourage customers to share their feedback in a public
       idea forum
   -   Integrate these ideas into traditional marketing efforts
   -   Launch customer driven product enhancements at NI-
       Week, our annual user conference and trade show.




 ni.com                            21
ni.com/ideas
 Idea Exchange




ni.com           22
ni.com/ideas
Co-Innovation




  Idea Facts:
    2,700 ideas submitted(initial goal
    500)
    more than 80,000 votes
    15,500 comments on ideas
 ni.com            23
12 Enhancements                                                              ni.com/ideas
From the LabVIEW Idea Exchange in the 2012 Release
  •   Subdiagram Labels                      •   Conditionally writing values to
                                                 loop output tunnels
  •   Enumerated dialog
      enhancements                           •   Concatenate indexing

  •   Removing selected broken wires         •   Right-click menu for multiple
                                                 items
  •   Icon Editor API
                                             •   Long file path truncation
  •   Contextual Help for Data
      Coercion                               •   Separate label locations for
                                                 controls and indicators
  •   Event structure in Base version
                                             •   String editing dialog box


 ni.com
       Accelerate your productivity     24
Recognition in White Papers




ni.com                 25
Recognition in User Manuals




ni.com                26
ni.com/ideas
  R&D Welcomes Customer Ideas




ni.com              27
2013 Goals of ni.com Community/Forums
 •   Provide Technical Support and Troubleshooting
         •   Enable peer-driven technical solutions
 •   Build Loyalty and Engagement
         •   Enable customer collaboration with other experts
         •   Elevate customer voice within NI
         •   Encourage user contribution
         •   Recognize advocates & power users
 •   Develop User Product Proficiency
         •   Deliver online content to enhance “Getting Started” experience
         •   Accelerate aptitude and innovation through collaboration
         •   Drive customers from product to online content



ni.com                                    28
The more active the customer is with NI community,
the more satisfied and loyal they are with NI

Extrem
ely
Satisfie
d
/ Likely




Not at
all
Satisfi
ed /
Likely


Source: US/CA Q2 2011 Customer Loyalty Survey
Q. How frequently do you visit the NI Community or forums to read content, share code, and so on? (Single select)
Q. Now, considering everything about National Instruments in terms of the available product information, sales representatives, ordering process,
products, and support/services, how would you rate your overall satisfaction with National Instruments? Q. How likely you are to do the following?


   ni.com                                                                   29
2008 Supporting Category Winner: Nerd
  Network: Building an Online Community for
  Developers

 2010 Energizing Category Finalist: Energizing
  Engineers at NIWeek

 2010 Embracing Category Winner: Embracing
  our Customers for Software Development



   NEW: 2013 Harvard Business School
   Case: National Instruments LabVIEW
   Community: Social Business for a B-to-B


ni.com                          30
Future Investments




ni.com          31
Customer support on the social web




ni.com                 32
NI Social Listening Process
Social Media Monitoring Tool                    “Actionable Conversations”                 Employee
Finds all social mentions of NI global brands           Checklist                          Listening
and products                                         (Social Media Coordinator)            Network
                                                                                           supplements
                                                 Will taking action help us…               monitoring tool
                                                 • Increase brand awareness
                                                 • Manage brand reputation
              Sanity check: Who is it?           • Increase loyalty/advocacy
              - Historical Relationship          • Ensure customer success
              - Influencer
              - Attention seeker (@-             • Obtain product feedback
              mention, direct message)           • Drive and enable new and
                                                    repeat business



     Posts “Actionable Conversations” to internal employee network
     -   Coordinator responds immediately or alerts internal experts of relevant, new posting
     -   Employees can collaborate on most valuable response
     -   Member of “core team” or topic expert responds on original platform and links to valuable
         content
     -   Conversation is tracked and recorded


ni.com                                              33
Notion of service anywhere, anytime?




ni.com                 34
NI’s key challenges and focus areas moving forward
 •   Align with business objectives and stakeholders
         •   Collaboration across NI Social Media, Web Support Operations
             and Applications Engineering Teams

 •   Avoid creating silos (Facebook vs. Twitter vs. NI Forums)
         •   Leverage our existing processes and existing community




ni.com                                  35
Questions?




ni.com        36
today’s speakers




 Archana Shrotriya      Emilie Kopp                 Joe Cothrel
 AE Web Support         Social Business Programs    Chief Community Officer
 National Instruments   National Instruments        Lithium




                                                   Twitter hashtag: #lithcast

Lithium - National Instruments Webcast - Social Support Maturity - August, 2012

  • 1.
  • 2.
    today’s speakers ArchanaShrotriya Emilie Kopp Joe Cothrel AE Web Support Social Business Programs Chief Community Officer National Instruments National Instruments Lithium Twitter hashtag: #lithcast
  • 3.
    we are lithium deliveringsocial customer experiences for the world’s most iconic brands
  • 4.
    what is socialsupport? Social support is the use of social channels—forums, blogs, and social networks—to supplement or replace traditional customer service and support channels.
  • 5.
    challenges in serviceand support Sources: Accenture, Lithium customers, Jupiter Research
  • 6.
    WAVE 1 WAVE 2 WAVE 3      
  • 7.
    challenges of matureefforts  Performance measurement and improvement  Increasing adoption  Integration of social and non-social channels  Improving customer choice of channel  Leveraging channels for quality improvement
  • 8.
  • 9.
    National Instruments—Our Commitment • We equip engineers and scientists with tools that accelerate productivity, innovation, and discovery. ni.com 9
  • 10.
    National Instruments—Our Stability Long-Term Track Record of Growth and Profitability • Non-GAAP Revenue: $262 M in Q1 2012 • Global Operations: Approximately 6,300 employees; operations in more than 40 countries Non-GAAP Revenue* in Millions • Broad customer base: More than 35,000 companies served annually • Diversity: No industry >15% of revenue • Culture: Ranked among top 25 companies to work for worldwide by the Great Places to Work Institute • Strong Cash Position: Cash and short- term investments of $377M as of March 31, 2012 *A reconciliation of GAAP to non-GAAP results is available at investor.ni.com ni.com 10
  • 11.
    National Instruments—What WeDo Graphical system design combines graphical programming software with modular hardware, leveraging the latest technologies. Low-Cost Modular Measurement Productive Software Highly Integrated and Control Hardware Development Tools Systems Platforms ni.com 11
  • 12.
    From Kindergarten toRocket Science ni.com 12
  • 13.
    Social Business Evolution Idea Listserv 1991 Exchange 2009 Blogs 2005 Support Forums1999 Twitter, FB, Re-launched in 2004 Mobile 2011 ni.com 13 YouTube 2007
  • 14.
    2004 Goals ofNI Discussion Forums - Provide a online public forum where customers can gather to troubleshoot and solve their NI product problems - Build a worldwide community where users can share knowledge and develop a lasting relationship. - Improve searchability of information in the public forum. - Promote loyalty amongst the Enthusiast community. - Integrate public forums with other content databases that exist on the site to provide more complete solutions to our customers. ni.com 14
  • 15.
  • 16.
    Support Forums KeyFeatures ni.com/forums • Available in Eight Languages • Japanese, Chinese (Simplified), Chinese (Traditional), Spanish, Italian, Turkish, Portuguese and Arabic • Advanced Personalization Options • User configured emoticon style, signature, font size, subscription preferences, board layout, time zone, etc. • Backend Support Integration • Applications Engineering in the appropriate worldwide branch is notified for each message posted based on customer location. • Integrated with NI Authentication and Service Request Management • Users login with their existing NI authentication and can post questions Service creation system. • Detailed Reporting Functionality • Granular reporting to trend forum traffic better to monitor success. ni.com 16
  • 17.
  • 18.
    ni.com/forums Estimated Savings Direct & Indirect Deflections $7.5M/year Savings Time ni.com 18
  • 19.
    ni.com/forums Rewards and Reputation Enthusiasts, Proven Zealots 5 Knights of NI! Favorite hat to wear at NIWeek Princess Shrubbery from NI Teddy Sword Bear (Avatar) ni.com 19
  • 20.
    Social Business ImpactAreas - Support: Ensure Customer Success - R&D: Co-Innovation: Obtain Product Feedback and Enable Development - Marketing: Increase Loyalty and Advocacy, Increase Brand Awareness and Manage Reputation - Sales: Drive and Enable New/Repeat Business - Internal: Enhance global employee collaboration and nurture NI culture ni.com 20
  • 21.
    Co-Innovation Plan - Make it easy for NI Customers to share discuss and vote on new features - Gather feedback from lead users as we enter new markets - Encourage customers to share their feedback in a public idea forum - Integrate these ideas into traditional marketing efforts - Launch customer driven product enhancements at NI- Week, our annual user conference and trade show. ni.com 21
  • 22.
  • 23.
    ni.com/ideas Co-Innovation IdeaFacts: 2,700 ideas submitted(initial goal 500) more than 80,000 votes 15,500 comments on ideas ni.com 23
  • 24.
    12 Enhancements ni.com/ideas From the LabVIEW Idea Exchange in the 2012 Release • Subdiagram Labels • Conditionally writing values to loop output tunnels • Enumerated dialog enhancements • Concatenate indexing • Removing selected broken wires • Right-click menu for multiple items • Icon Editor API • Long file path truncation • Contextual Help for Data Coercion • Separate label locations for controls and indicators • Event structure in Base version • String editing dialog box ni.com Accelerate your productivity 24
  • 25.
    Recognition in WhitePapers ni.com 25
  • 26.
    Recognition in UserManuals ni.com 26
  • 27.
    ni.com/ideas R&DWelcomes Customer Ideas ni.com 27
  • 28.
    2013 Goals ofni.com Community/Forums • Provide Technical Support and Troubleshooting • Enable peer-driven technical solutions • Build Loyalty and Engagement • Enable customer collaboration with other experts • Elevate customer voice within NI • Encourage user contribution • Recognize advocates & power users • Develop User Product Proficiency • Deliver online content to enhance “Getting Started” experience • Accelerate aptitude and innovation through collaboration • Drive customers from product to online content ni.com 28
  • 29.
    The more activethe customer is with NI community, the more satisfied and loyal they are with NI Extrem ely Satisfie d / Likely Not at all Satisfi ed / Likely Source: US/CA Q2 2011 Customer Loyalty Survey Q. How frequently do you visit the NI Community or forums to read content, share code, and so on? (Single select) Q. Now, considering everything about National Instruments in terms of the available product information, sales representatives, ordering process, products, and support/services, how would you rate your overall satisfaction with National Instruments? Q. How likely you are to do the following? ni.com 29
  • 30.
    2008 Supporting CategoryWinner: Nerd Network: Building an Online Community for Developers 2010 Energizing Category Finalist: Energizing Engineers at NIWeek 2010 Embracing Category Winner: Embracing our Customers for Software Development NEW: 2013 Harvard Business School Case: National Instruments LabVIEW Community: Social Business for a B-to-B ni.com 30
  • 31.
  • 32.
    Customer support onthe social web ni.com 32
  • 33.
    NI Social ListeningProcess Social Media Monitoring Tool “Actionable Conversations” Employee Finds all social mentions of NI global brands Checklist Listening and products (Social Media Coordinator) Network supplements Will taking action help us… monitoring tool • Increase brand awareness • Manage brand reputation Sanity check: Who is it? • Increase loyalty/advocacy - Historical Relationship • Ensure customer success - Influencer - Attention seeker (@- • Obtain product feedback mention, direct message) • Drive and enable new and repeat business Posts “Actionable Conversations” to internal employee network - Coordinator responds immediately or alerts internal experts of relevant, new posting - Employees can collaborate on most valuable response - Member of “core team” or topic expert responds on original platform and links to valuable content - Conversation is tracked and recorded ni.com 33
  • 34.
    Notion of serviceanywhere, anytime? ni.com 34
  • 35.
    NI’s key challengesand focus areas moving forward • Align with business objectives and stakeholders • Collaboration across NI Social Media, Web Support Operations and Applications Engineering Teams • Avoid creating silos (Facebook vs. Twitter vs. NI Forums) • Leverage our existing processes and existing community ni.com 35
  • 36.
  • 37.
    today’s speakers ArchanaShrotriya Emilie Kopp Joe Cothrel AE Web Support Social Business Programs Chief Community Officer National Instruments National Instruments Lithium Twitter hashtag: #lithcast