Empowering your customer service talent to meet the level of service customers’ have come to expect can help you differentiate your business, become more competitive and grow revenue.
But in a Ricoh-commissioned Forrester Consulting study, 89% of customer-facing workers, and 79% of customer service decision-makers, said there’s a gap between the experience they can deliver and the experience the customer wants.1
Listening and engaging in the digital marketing ageDell Social Media
A Forrester Consulting Thought Leadership Paper Commissioned By Dell. Companies Progress Their Customer-Centric Approaches And See Positive Business Outcomes.
We conducted a ground-breaking survey of the UK’s data and business professionals to get a snapshot of the state of the world of data, uncover some of the issues facing the industry and get a sense of the changes on the horizon. The results were enlightening, and in some cases, very surprising.
Listening and engaging in the digital marketing ageDell Social Media
A Forrester Consulting Thought Leadership Paper Commissioned By Dell. Companies Progress Their Customer-Centric Approaches And See Positive Business Outcomes.
We conducted a ground-breaking survey of the UK’s data and business professionals to get a snapshot of the state of the world of data, uncover some of the issues facing the industry and get a sense of the changes on the horizon. The results were enlightening, and in some cases, very surprising.
We’ve worked with Executives and IT leaders for over 30 years, and the single most common complaint we hear from them is their profound frustration with the lack of results and transparency from their never-ending IT investments.
To add further complexity, the demand for digital products and services has made it increasingly difficult for organizations to make ongoing investments and balance the need for innovation with optimization.
The latest data, combined from global enterprises, big consulting and research firms, makes the case that companies need to urgently act to address the digital disruption of their business and their related skills gaps. The data shows that 70% of digital business initiatives are likely to fail to deliver business growth, due to lack of business process and product innovation, as well as poor organizational adaptability.
Poor governance and legacy product management processes to align business and IT initiatives, coupled with insufficient leadership engagement across the organization, are the main reason most companies are wasting money on IT.
This thought paper speaks to these challenges and how optimizing both technology innovation and cross-organizational engagement will accelerate the positive business outcomes that organizations are looking to achieve especially in lieu of increasing digital disruption.
Authors - Alex Adamopoulos and Bob Kantor
Enterprise Fusion: Your Pathway To A Better Customer ExperienceCognizant
In June 2018, Cognizant commissioned Forrester Consulting to test the hypothesis that digital transformation will succeed best when two conditions are met.
Acquire Grow & Retain customers - The business imperative for Big DataIBM Software India
The emergence of Big Data and Analytics has changed the way marketing decisions are made. Marketing has moved away from traditional ‘generalisation’ practices such as customer segmentation, geographical targeting etc. and is focussing more on the individual – the ‘Chief Executive Customer’.
Whitepaper - Maximizing Outsourcing Value Through Automated People Analytics ...Sapience Analytics
Outsourcing work is at an all-time high at the US, increasing at a staggering rate every year. As companies continue to reap the financial and qualitative benefits of outsourcing, the need for managing outsourcing engagements, or Outsourcing Governance, is also on the rise. Having a concrete set of strategies in place to avoid risks associated with outsourcing work, is crucial to the smooth management of outsourcing arrangements. This is something that a lot of companies, unfortunately, lack, resulting in their outsourced work being inefficient and subpar.
The key points covered in the white paper include:
--Identifying the typical challenges in managing outsourcing relationships
--Introducing the concept of co-managing outsourcing relationships
--Automating outsourcing governance to increase efficiency and success
--Introducing a digital solution which provides automated and accurate visibility into outsourcing engagements
--Highlights on how co-management, automation, and technology can deliver a 20%+ increase in value creation
We are pleased to share with you whitepaper 'Embracing Digital Transformation' developed from the discussions held in a Round-table, a part of 'Mastek Tekleadership' series on 9th October attended by C-Level professionals from Indian Banking and Retail sector. The theme of the discussion was 'The Pillars of Digital Transformation' which focused on how Indian Banks and Retail firms will successfully lead digital transformation by being creative, responsive and adaptive and keep their customers, employees and business partners engaged.
MDM It’s not just about a new concept, it’s about bringing real value to the ...Ismail Vurel
Data is at the heart of nearly any business. Being able to rely on the consistency and reliability of data is key to improving performance and reducing costs in numerous areas, from
sales and marketing to manufacturing and the supply chain. In an era where many consider data to be the basic fuel for innovation and growth, many organisations still struggle to use their data to their best advantage.
Using Business Process Mapping as a Communication Facilitator in the Global Enterprise
Information versus Communication
In a recent article on Lombardi Software and in particular their Blueprint business process mapping solution, I referred to John C. Maxwell’s assertion that “information is giving out; communication is getting through.”
It is an interesting perspective in that traditionally process mapping has been viewed as a way of providing an overview of the intricacies of the internal “architectures” that define and drive the modern enterprise. It has rarely (if ever) been considered a communication tool or facilitator. And herein lays the reason for its “boutique” status that has limited its practice to a select few “techies” who are perceived as being more system-oriented versus people-oriented.
The majority (71 per cent) of education leaders say technology has helped them to make good decisions. A further 72 per cent, the highest of any sector surveyed, also said that the interaction between professionals and technology will be hugely beneficial for the economy as a whole
Yannick Vanderborght at Basic Income Ireland Summer Forum June 2014John Baker
This is the presentation Yannick Vanderborght made at the Basic Income Ireland Summer Forum on 7 June 2014. Visit our Facebook page for a link to a video of his presentation.
We’ve worked with Executives and IT leaders for over 30 years, and the single most common complaint we hear from them is their profound frustration with the lack of results and transparency from their never-ending IT investments.
To add further complexity, the demand for digital products and services has made it increasingly difficult for organizations to make ongoing investments and balance the need for innovation with optimization.
The latest data, combined from global enterprises, big consulting and research firms, makes the case that companies need to urgently act to address the digital disruption of their business and their related skills gaps. The data shows that 70% of digital business initiatives are likely to fail to deliver business growth, due to lack of business process and product innovation, as well as poor organizational adaptability.
Poor governance and legacy product management processes to align business and IT initiatives, coupled with insufficient leadership engagement across the organization, are the main reason most companies are wasting money on IT.
This thought paper speaks to these challenges and how optimizing both technology innovation and cross-organizational engagement will accelerate the positive business outcomes that organizations are looking to achieve especially in lieu of increasing digital disruption.
Authors - Alex Adamopoulos and Bob Kantor
Enterprise Fusion: Your Pathway To A Better Customer ExperienceCognizant
In June 2018, Cognizant commissioned Forrester Consulting to test the hypothesis that digital transformation will succeed best when two conditions are met.
Acquire Grow & Retain customers - The business imperative for Big DataIBM Software India
The emergence of Big Data and Analytics has changed the way marketing decisions are made. Marketing has moved away from traditional ‘generalisation’ practices such as customer segmentation, geographical targeting etc. and is focussing more on the individual – the ‘Chief Executive Customer’.
Whitepaper - Maximizing Outsourcing Value Through Automated People Analytics ...Sapience Analytics
Outsourcing work is at an all-time high at the US, increasing at a staggering rate every year. As companies continue to reap the financial and qualitative benefits of outsourcing, the need for managing outsourcing engagements, or Outsourcing Governance, is also on the rise. Having a concrete set of strategies in place to avoid risks associated with outsourcing work, is crucial to the smooth management of outsourcing arrangements. This is something that a lot of companies, unfortunately, lack, resulting in their outsourced work being inefficient and subpar.
The key points covered in the white paper include:
--Identifying the typical challenges in managing outsourcing relationships
--Introducing the concept of co-managing outsourcing relationships
--Automating outsourcing governance to increase efficiency and success
--Introducing a digital solution which provides automated and accurate visibility into outsourcing engagements
--Highlights on how co-management, automation, and technology can deliver a 20%+ increase in value creation
We are pleased to share with you whitepaper 'Embracing Digital Transformation' developed from the discussions held in a Round-table, a part of 'Mastek Tekleadership' series on 9th October attended by C-Level professionals from Indian Banking and Retail sector. The theme of the discussion was 'The Pillars of Digital Transformation' which focused on how Indian Banks and Retail firms will successfully lead digital transformation by being creative, responsive and adaptive and keep their customers, employees and business partners engaged.
MDM It’s not just about a new concept, it’s about bringing real value to the ...Ismail Vurel
Data is at the heart of nearly any business. Being able to rely on the consistency and reliability of data is key to improving performance and reducing costs in numerous areas, from
sales and marketing to manufacturing and the supply chain. In an era where many consider data to be the basic fuel for innovation and growth, many organisations still struggle to use their data to their best advantage.
Using Business Process Mapping as a Communication Facilitator in the Global Enterprise
Information versus Communication
In a recent article on Lombardi Software and in particular their Blueprint business process mapping solution, I referred to John C. Maxwell’s assertion that “information is giving out; communication is getting through.”
It is an interesting perspective in that traditionally process mapping has been viewed as a way of providing an overview of the intricacies of the internal “architectures” that define and drive the modern enterprise. It has rarely (if ever) been considered a communication tool or facilitator. And herein lays the reason for its “boutique” status that has limited its practice to a select few “techies” who are perceived as being more system-oriented versus people-oriented.
The majority (71 per cent) of education leaders say technology has helped them to make good decisions. A further 72 per cent, the highest of any sector surveyed, also said that the interaction between professionals and technology will be hugely beneficial for the economy as a whole
Yannick Vanderborght at Basic Income Ireland Summer Forum June 2014John Baker
This is the presentation Yannick Vanderborght made at the Basic Income Ireland Summer Forum on 7 June 2014. Visit our Facebook page for a link to a video of his presentation.
Basic Income Ireland introductory presentationJohn Baker
Basic Income is an idea whose time has come. This presentation offers a general introduction to basic income with specific reference to Ireland. More information is available on our website basicincomeireland.com. Please contact us through our site if you would like us to come and talk about basic income.
Many of today’s business challenges can reveal a number of weaknesses throughout your back-office. You need only be aware of the signs. Increased market and competitive forces are driving more and more business executives to evaluate their support functions such as procurement, finance, human resources and information technology. Service level agreements, complex billing requirements, poor data management and dispirit systems throughout these functions can bleed cash and quickly demotivate your workforce.
The Business Case for Workforce Management Solutions - White PaperInfor HCM
The widespread adoption of dedicated Workforce Management (WFM) solutions continues to gain momentum as organizations increasingly recognize that the level of control and visibility needed in managing their workforce resource is rapidly outstripping the capabilities provided by existing HR applications and processes. Unlike many other areas of their operations that have for a long time seen the adoption of sophisticated solutions to optimize value (such as Enterprise Resource Planning, Supply Chain Management, Customer Relationship Management, Business Intelligence, Business Process Management and so forth) - the management of the underlying human resource has remained a largely administrative, and often manual, undertaking. In our view this is a situation that has to change if organizations are to maximize the value from their workforce resources, while at the same time minimizing its cost and risk. To achieve this, organizations need to have a much greater level of visibility and control of their workforce resources and workforce processes. Without the underlying support that a capable Workforce Management Solution can provide, this can be difficult, if not impossible to achieve. As a result, the demand for Workforce Management Solutions is growing rapidly as organizations increasingly turn their attention to the ability of their workforce management processes to support some of their most pressing operational and strategic challenges.
This trend is also being driven by the evolving role of HR within organizations. What was traditionally regarded as purely an administrative function, HR teams are now being required to take a more strategic position as organizations increasingly recognize the impact of their workforce and its activities on their operational and strategic performance. As a result, HR responsibilities are extending beyond their traditional boundaries and are now becoming closely involved in helping to drive greater value from their workforce operations. Yet just as the role of HR is evolving, so too does the need for the IT solutions and service capabilities which are required to support, or even enable that transition to happen. If HR is able to successfully fulfill this new mandate, they must also take a fresh look at the tools and methods which are currently available to them.
With a fundamental shift in the CFO mission, the finance function has become a critical change agent across organizations. The role of financial leaders such as CFOs is evolving, from a traditional financial controller, to one that drives performance improvements across the organization.
The new ‘A and B’ of the Finance Function: Analytics and Big Data - -Evolutio...Balaji Venkat Chellam Iyer
Published in 2013, this White Paper discusses how the finance function would evolve with the combined forces of Big Data and Analytics and the levers that could help catalyze the change and has drawn upon the Global Trend Study conducted by Tata Consultancy Services (TCS) on how companies were investing in Big Data and deriving returns from it.
Create the engagement your customer wants and the outcomes your business needs. We had this published behind an email wall, but now making it public for everyone.
Over the past decade, a combination of new providers, technology, and capabilities have made global payroll administration a possibility – at least conceptually. The key stumbling block in this debate is the perceived need, on the one hand, for tailored services that are compliant with local regulations, and on the other hand standardization for cost reasons. So, where does that leave payroll?
How Accounts Payable Automation and Agility Drive Long-Term Business Producti...Dana Gardner
Transcript of a discussion on why business leaders need to prepare now to optimize and automate accounts payable functions to elevate overall financial situational awareness.
Slide share Institute for Quality Assurance London - QualityWorld Customer ...Dr. Ted Marra
Another classic article on Customer Focus - while a number of approaches have evolved over the years, the foundation elements remain unchanged. Again, many organisations 'talk a good game' when it comes customers, customer focus or customer centricity. But as we all know, 'talk is cheap' and 'talk' alone doesn't get the job done. One needs to understand the true requirements for being customer focused. One needs a 'strategic customer relationship management' system as discussed in other of my SlideShare uploads. Hopefully you will find that this article helps to continue to provide a 'directionally correct' viewpoint! Enjoy!
Innovation and Transformation in Financial ServicesCertus Solutions
Historically, financial services firms have struggled to target and tailor their product offerings to the customer journey. Often only traditional demographic information – gender, age, occupation – is collected with no real insight as to what life stage a customer is in and how this could influence their financial activity.
To compete in a consumer-empowered economy, it is increasingly clear that financial services firms must leverage their information assets to gain a comprehensive understanding of markets, customers, channels, products, regulations, competitors, suppliers, employees and more.
Traditionally - like every year - we have prepared a summary of ten most important (in our opinion) phenomena which will shape the future of the human development sector. This publication has been compiled on the basis on dozens of conversations, participation in about twenty conferences, a thorough analysis of reports that came to light over the past months. Most important information and conclusions come directly “from the field” – from our Customers as well as Trainers and Consultants, who have executed hundreds of House of Skills and e-learning.pl projects, cooperating with organizations in whole Poland.
External and Internal Environmental AnalysisBy- Josalyn Dietrich.docxmecklenburgstrelitzh
External and Internal Environmental Analysis
By- Josalyn Dietrich
External and Internal Environmental Analysis
Complete
the external environmental scan for your organization.
Perform
an internal competitive environmental scan for your organization.
Write
a summary of no more than 1,400 words that does the following:
Identifies and analyzes the most important external environmental factor in the remote, industry, and external operating environments
The remote external environment is the “economic, social, political, technological, and ecological factors that originate beyond … any single firm’s operating situation,” (
Pearce & Robinson, 2013).The most important factors for this business is the social and technological aspects of the business. The social implications to be considered here include the privacy that most people value when it comes to their finances. Many people have expressed that they are uncomfortable with the idea of letting other people have access to their financial information. This can be a huge factor because in order to be a bookkeeper, there is no degree that is required. Hiring an accountant or a professional tax preparer, there are certain levels of certification that are needed to hold these titles, so it gives the client a sense of security. It would be in the owner of a bookkeeping business’ best interest to attain a variety of certifications or other ways to gain credibility with the potential client base.
The technological aspect of the remote environment is mostly concerned with the software the business will be using to keep track of the finances for the company, and how the financial information will physically get to the bookkeeper. Luckily, there is one main software system that most small business are willing to use or are already attempting to use. For this situation, the bookkeeping business will need to become an expert in this software and be able to have access to each different section of this program, whether it is on a hard drive or cloud based. The second factor that will need to be addressed is the fact that the bookkeeper will need to either attain the supplemental documentation (receipts, check carbon copies, etc.) physically or electronically. Many people that are running a small business on their own do not have an electronic way of tracking receipts and checks because there has not been a need for it in the past because of the small scale on which they have been doing business. This has created a sort of resistance to moving to electronically attaining the financial documentation because the business owners just have a bag of receipts. This can potentially limit the target market to owners that are physically located in the same city as the bookkeeping business.
The industry environment refers to the “general conditions for competition that influence all businesses that provide similar products and services,” (Pearce & Robinson, 2013). The most important factor within the industry .
Every organization generates large quantities of data — regarding customers, employees, partners, products, services, and operations. Business leaders must be able to access this information quickly and in a context that gives them immediate insight for better, faster business decisions.
191 Castro Street, 2nd Floor, Mountain View, CA 94041 P 6.docxfelicidaddinwoodie
191 Castro Street, 2nd Floor, Mountain View, CA 94041 | P: 650-532-8155 | E: [email protected] | 1
CUSTOMER INTELLIGENCE:
THE KEY TO KEEPING
SAAS/CLOUD CUSTOMERS
There is good news and bad news for software
companies in the shift to the software subscription
model of the Cloud. The good news is that
revenues have become much more predictable and
stable. The bad news is that you have to keep
reselling the sale in order to retain those customer
income streams over time. The good news is that
there is more available data than ever before about
your customers. The bad news is that the data is
scattered all over the company and is therefore not
easily accessible.
The good news is that adding and supporting
application features and functionality is easier to do
in the Cloud. The bad news is that your
competitors will soon be adding those same
features to their applications too. The meaning is
clear. In the SaaS/Cloud business model, what is
really being sold is a relationship rather than
technological features & functions, and keeping that
relationship profitably going for as long as possible is
the core issue for long-term success as SaaS
company.
1
W
hi
te
pa
pe
r
Why should a SaaS company, especially if they think that they’re in their “land-grab” phase and therefore don’t have time
or resources to worry about churn at this point, invest time and money now in building dedicated customer retention
resources?
SaaS-Capital, a provider of debt-based growth capital for SaaS companies, answers the question. Churn is a cumulative
beast. The income that you lost last quarter continues to be lost next year and the year after. Consider their model of
two SaaS companies. Both sell only software subscriptions; no other income conduit is included. Both sign 10 new
customers per month @ $1,000.00 each. Both spend $120K per month on sales & marketing to acquire those
relationships (CAC). The only difference between them is that one has a customer retention rate of 95%; the other’s
only 80%. At the end of 5 years, the difference in bottom-line company valuation between the two was $15 million
dollars. Along the way, the company with the 95% retention rate also had increased revenues to work with, up to $24K
per month. That’s a lot of money – your money – both now and later.
THE HUGE COST OF CHURN
THE NEED TO KNOW
To make the initial sale, you needed to know quite a
bit about your prospective customer. What were
their business needs and requirements? Who were
the decision makers and influencers? What were
the timetable and the budget factors? All of that
knowledge and more made the signature on the
first contract possible. To get the renewal
signatures, however, you’ll have to keep that data up
to date and to add to it. Customer Intelligence is a
process that can’t have an end. It’s what you don’t
know about your customer relationships that can
cause you to lose them.
If the key ...
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
1. A Forrester Consulting Thought Leadership Paper Commissioned By Ricoh
The New Workplace Reality: Enterprises Must
Capture The Soul And Spirit Of The Emerging Worker
Poor Document And Process Support Drain The Energy Of Customer-Facing Workers
December 2013
3. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Executive Summary
In March 2013, Ricoh commissioned Forrester Consulting to evaluate the importance and business impact of
document and process support at the point of service. To explore this topic, Forrester Consulting conducted in-depth
surveys with 250 global customer service strategy and operations decision-makers as well as 36 customer-facing
individual contributors. We found that customer-facing workers are seen as a strong differentiator by companies
coming out of recession. This is a big change; customer-facing employees have now become the target for investment
and process improvement. We surmise that, without investment in new technologies and processes, organizations will
be facing a new competitive landscape at a substantial disadvantage.
We found that poor customer support often stems from inadequate time to focus on the customer and inadequate
document and process support that would allow more human-centric interaction. Current systems consume too much
human bandwidth with low-value tasks and drain energy from workers that could provide a richer customer
experience. Furthermore, the workforce is losing its most experienced employees: roughly 10,000 Baby Boomers will
reach retirement age every day for the next 19 years in the US alone. Younger workers and their customers entering the
workforce will need to improve basic document services such as entering data, searching for information, copying and
printing receipts and materials, and leveraging emerging mobile, collaboration, and cloud-based solutions. This
transition opens the door for a new generation of employees who think and work differently. Enterprises that do not
capitalize on this transition will be at a competitive disadvantage.
Key Findings
Forrester’s study yielded three key findings:
• Customer-facing workers are seen as a strong differentiator by companies coming out of recession.
Customer-facing workers are viewed today as key assets to differentiating and growing business. 64% of global
customer service strategy and operations decision-makers think that investing in customer-facing technology is
valuable because customer-facing employees are a way to differentiate their company and are critical to
improving the customer experience.
• Gaps in systems and document services do not allow time for a rich personalized experience. Decision-makers
believe that customer-facing workers could be more effective with more time available to personalize the
customer experience. Poor information access and time spent capturing, searching, printing, and filling out
documents and forms that do not add value absorbs valuable client-facing time and are major limitations in
supporting customers today, with a significant opportunity cost to the business.
• Emerging document and process support are required to improve client-facing engagements. Demographic
changes are converging with an accelerating technology ecosystem to support the emerging customer-facing
work experience. Collaboration, instant messaging, tablet-based mobile solutions, and flexible workplaces will
form these “lighter “solutions to reduce the time spent on activities that add no value and free up client-facing
workers to provide a more personalized service. Enterprises surveyed in legal, healthcare, insurance, education,
and government are looking to reduce mundane tasks such as document services, including managing electronic
forms and records and developing case management solutions.
Page 2
4. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Customer-Facing Workers: Downsizing Target Or Great Hope?
Today, companies are thinking once again about growth, although cost reductions are still the prime focus for many.
This is not surprising given the conflicting signals we receive from daily economic data, but clearly the focus is turning
to the top line. To many enterprises, this means improving the customer experience and providing better support for
employees who serve customers. Numerous studies have correlated higher levels of engaged workers with higher
earnings per share and positive scores on key performance indicators.1 This supports a shift: rather than eliminating
client-facing employees, companies are trying to make them better — more human, more productive — and ensure
that they are a memorable part of a customer experience. It is by supporting these employees through improved
document and process support that organizations will be in a stronger competitive and revenue-driving position.
Our survey suggests a fundamental change in how firms must support customers today. For too long, companies have
kicked difficult problems or exceptions to a back-office workflow and put them in a work queue to be handled by
production workers. But today’s customers expect a high percentage of a transaction — in fact, all of it — to be handled
in the moment, assisted by mobile technology and/or humans with smarter, more responsive systems. In essence, the
boundaries of the process have been pushed out to the customer or to those serving the customer and no longer start at
the company’s firewall or with events received in the back office. For example, it’s far better for an employee to process
a complete application at the point of service, capturing documents with a tablet, smartphone, or local scanning device,
and then send a packet of information to the back office. Promotions, campaigns, and other marketing techniques have
also moved to this boundary as social media and mobile interaction compete with traditional channels.
These forces lead to new and realigned work patterns and categories. Customer-facing workers will be pushed more out
front, expected to do more and be better informed. A popular grocery chain, for example, differentiates by having store
employees who can discuss gluten-free diets. But who are these employees, and are they a significant part of the
workforce? They include bank clerks, call center operators, nurses, and employees in supervisor roles such as shop
managers or bank managers. Forrester surveyed 250 global IT and business decision-makers and found that these
client-facing workers currently comprise more than 50% of the workforce (see Figure 1).
Today, many of these workers are used for mundane tasks; they’re reduced to entering data and have limited access to
information that can make a strong value-driving customer impression. They cannot find facts quickly, create
documents, edit, write, or process information easily, solve more complex exceptions, or leverage mobile solutions. As a
result, they are not actively engaged with their customers. A recent Gallup study estimates that the vast majority of US
workers are not engaged or reaching their potential — a problem that has significant implications for the US economy.2
And yet enterprises now look to customer-facing workers to not just do their job but also act as key assets to help grow
the business (see Figure 2). Companies want to use them as a way to differentiate their service — but today, many
cannot.
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5. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 1
Customer-Facing Workers Are A Substantial Part Of The Workforce
“What percentage of your global workforce is comprised of customer-facing workers?”
75% to 100%
19%
50% to 74%
34%
25% to 49%
26%
10% to 24%
13%
Fewer than 10%
Don’t know
6%
1%
Base: 250 global customer service strategy and operations decision-makers
(percentages do not total 100 because of rounding)
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Figure 2
Customer-Facing Workers Are Seen As A Valuable Way To Differentiate And Improve The Customer Experience
“What are the top three reasons that investment in
technology for customer-facing employees is valuable?”
Most valuable
Second
Third
Customer-facing workers can differentiate our
company and improve the customer experience
34%
We need to invest in more electronic and straightthrough processes to reduce customer-facing
workers' work and presence
18%
Customer-facing workers will become more important
as increasing automation and self-service make
customers feel like a number
17%
16%
We want customer-facing workers to solve more
complex problems
14%
16%
13%
11%
20%
23%
Customers in the future will want more human
involvement than web-based self-service
7%
16%
We want customer-facing workers to leverage mobile
solutions and give our business a modern feel
6%
16%
17%
15%
Base: 250 global customer service strategy and operations decision-makers
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Page 4
16%
19%
6. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Inadequate Document And Process Support Leaves Little Time For
Customers
Decision-makers (managers and above) and individual contributors agree that the customer experience can be
improved: decision-makers (79%) and individual contributors (89%) all admit that there’s a gap between the customer
experience they can deliver and what the customer wants (see Figure 3). In short, 89% of workers feel that their
company doesn’t have the systems in place to allow them to deliver an effective customer experience. Not closing these
gaps through improved document and process support will result in inefficient workers, high employee turnover,
declining competitiveness, and lost revenue.
Making workers more effective gives them more time to provide a personalized customer experience, and richer
information to provide an in-context, in-moment experience. Why is this hard to do, what kind of support is needed,
and what happens if you don’t? As an example, take the poor retail cashier. Managers lurk the halls to make sure that
they solicit customers to open store credit cards or guest loyalty cards, take surveys, buy subscriptions, or make
charitable contributions. They need to process all this information, including getting email addresses and phone
numbers. Customers opt out half way through, annoyed at the wasted time or requests for too much personal
information. Better access to information can help, for example, in a consolidated application, or at least less manual
work effort that can gather data across solicitations.
An additional and growing concern is the gap between the technology that customers use and what customer-facing
workers have available. Take the case of the customer service worker that has no outbound email capability, perhaps
due to an antiquated compliance requirement or, as cited in our survey, an inability to upgrade front-office systems.
The worker must apologize that they can’t send an email. As a result, the client-facing worker becomes disenfranchised
and can develop a poor attitude.3 They are made to feel inadequate due to poor system support, becoming a waiter in a
bad restaurant when they cannot use a smartphone or tablet to match the technical capabilities of the customer. Just as
important, the customer is less likely to return. This is particularly dramatic in industries with strong business-toconsumer offerings and large numbers of field-based employees, like retail banking, education, legal, healthcare, and
government. Enterprises today struggle to keep up with the latest technology, close the gap with customers’ use of
technology, and support part-time workers (see Figure 4).
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7. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 3
Managers And Individual Contributors Agree That Customer Support Can Be Improved
“In your opinion, which of the following statements best describes your
customer-facing workers’ ability to support customers?”
We have the systems in place and customerfacing workers are empowered to meet what our
customers expect; there is no gap
11%
21%
There is a small gap between what our
customers expect and what our customer-facing
workers can deliver, but we're closing it
58%
48%
There is a noticeable gap between what our
customers expect and what our customer-facing
workers can deliver
19%
23%
There is a large and growing gap between what
our customers expect and what our customerfacing workers can deliver
Don’t know
6%
7%
Individual contributors
6%
Manager*
1%
Base: 36 global customer-facing individual contributors
*Base: 250 global customer service strategy and operations decision-makers
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
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8. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 4
General Support Problems Related To Customer-Facing Worker-Based Businesses
“Which of the following general support problems do you see related to the
customer-facing worker-based businesses at your organization?”
We struggle to constantly upgrade and maintain
equipment and networks with the newest
technologies
There is a growing gap between customers’ use of
technology and what our customer-facing workers
are equipped with
31%
36%
25%
27%
Our systems do not support part-time and
temporary workers well
31%
25%
22%
We are unable to find qualified customer-facing
workers who have the requisite technical skills
25%
We have high turnover rates and struggle to train
customer-facing workers as quickly as needed
22%
23%
19%
We have no customer-facing worker support issues
22%
Morale is low due to low job satisfaction, poor pay,
and/or poor system support
Don’t know
Other
28%
20%
3%
2%
3%
1%
Individual contributors
Managers*
Base: 36 global customer-facing individual contributors
*Base: 250 global customer service strategy and operations decision-makers
(multiple responses accepted)
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Younger workers are four times as likely to send an instant message, five times as likely to launch a video, and twice as
likely to launch a brainstorming session via a video session conference or message board as their older colleagues (see
Figure 5 and see Figure 6). A big part of this growing gap is mobility, a major infrastructure change; Forrester forecasts
that, by 2016, 126 million tablets and 257 million smart devices will be in use.4 In all, companies will spend more than
$56 billion on mobile applications and the restructuring of processes to accommodate the explosion in consumer
technology. This will transform business processes to the extent that most will be initiated from mobile locations. More
than ever, customers will be in control of the process and will determine how companies will communicate with and
serve them. Demographics and technology innovation will drive this acceleration.
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9. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 5
Younger Workers Are Much Less Likely To Seek Out A Colleague In Person . . .
“If you need to have a 15-minute conversation with a co-worker who is at your location but
on another floor, how would you prefer to have that conversation?”
Older
Boomers &
Seniors
(57+)
(N = 838)
Total
(N = 9,766)
Gen Y
(18-32)
(N = 3,381)
Gen X
(33-46)
(N = 3,783)
Younger
Boomers
(47-56)
(N = 1,764)
I’d stop by their desk but wouldn’t
schedule a meeting
19%
17%
18%
22%
21%
I’d schedule a meeting and meet
with them in person
13%
11%
13%
16%
19%
Phone call
38%
39%
37%
36%
37%
Instant message chat
13%
16%
13%
8%
4%
Videoconference/video chat
4%
5%
4%
2%
1%
I’d put it in an email instead
13%
11%
13%
14%
15%
Younger employees are four times more likely to send
an instant message and five times more likely to launch
a video chat than their older colleagues
Base: Information workers
Source: Forrsights Workforce Employee Survey, Q4 2012, Forrester Research, Inc.
Figure 6
. . . And Much More Likely To Use Video Or Message Boards To Collaborate
“If you need to have a brainstorming session with a co-workers who not at your location,
how would you prefer to conduct the meeting?”
Older
Boomers &
Seniors
(57+)
(N = 838)
Total
(N = 9,766)
Gen Y
(18-32)
(N = 3,381)
Gen X
(33-46)
(N = 3,783)
Younger
Boomers
(47-56)
(N = 1,764)
Audioconference
16%
15%
16%
16%
15%
Webconference
10%
11%
11%
8%
8%
Videoconference
18%
22%
18%
14%
11%
I’d start a message on an internal
message board for us to post ideas
and comments
11%
13%
11%
9%
7%
I’d start and email exchange
instead
40%
35%
39%
45%
48%
Younger employees are twice as likely to launch a
brainstorming session with other co-workers via
videoconference or message board as their older colleagues.
Base: Information workers
Source: Forrsights Workforce Employee Survey, Q4 2012, Forrester Research, Inc.
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10. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
How do enterprises view the employees that interact with their customers most? Do client-facing workers view
themselves in the same way as their managers? We found that:
• There is a struggle to keep up with the latest technology. With the push for new, in-moment customer
experiences, enterprises are investing in systems that improve customer engagement — because this is what the
customer expects. The customer wants to complete transactions on the go, capture information through their
device, and interact with employees who can do the same. Yet gaps in customer support technology are a worry
to respondents. For example, nearly four in 10 executives polled for a recent report from The Economist
Intelligence Unit worry that their organizations will be unable to keep up with technology change and will lose
their competitive edge.5
• Poor document services increase risk and limit the customer experience. Unlike knowledge workers, who
work with ideas and collaborate across teams, customer-facing workers tend to work extensively with data and
information.6 They create and consume information at faster and faster rates to keep up with the highly digitized
world. More than ever, they need to find facts quickly, create documents, and edit, write, and process
information. We spoke with an insurance company that epitomizes the type of support that leading enterprises
will provide. This firm insures high net worth individuals with very personalized coverage. For example, one
evening a lady on a yacht lost her pearl necklace overboard. Not to worry: the claims agent used a case
management solution that first dispatched a team of divers to recover the necklace. A customer for life, no doubt.
• Poor information access is an issue. Not surprisingly, respondents ranked poor information access (26%) higher
than other document-related services and showed that major and minor gaps in support limited the customer
experience (see Figure 7). Document services (23%) ranked higher than employee morale (22%),
communications (20%), and the ability to personalize (21%) as major limitations in supporting customers. A
recent study commissioned by Ricoh in June 2012 also found that poor document processes increase risk
(including the loss of a customer).7 In that study, nearly one-quarter of respondents surveyed reported losing one
or more major customers, and 19% reported suffering a major PR crisis, due to breakdowns in document-driven
processes. Having the right processes in place will drive growth — and ultimately improve the processes that
improve the customer relationship.
• It’s clear that there’s a gap in communications, but workers and managers disagree on its extent.
Communication is critical for any business. We zeroed in on customer communications to test whether these
were adequate and keeping up with advancing multichannel complexity. By a factor of more than two to one over
their bosses, customer-facing workers felt that they had to use older communications systems that did not allow
them to communicate with customers the way they wanted to. Yet by a factor of nearly three to one (43% to
17%), decision-makers felt just the opposite. Managers felt that their customer-facing workers communicated
well with customers through both old and new channels. Why do individual contributors see a major problem
where their managers do not? The answer may be that these communication issues fall through the cracks. They
do not result in exceptions, lost customers, or delayed orders — things that managers track — but they will
degrade the customer experience over time (see Figure 8).
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11. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 7
Lack Of Access To Information, Inability To Provide Document Services Most Limiting Worker Effectiveness
“How limiting are the following issues in slowing down the effectiveness of customer-facing employees in
your organization?”
Not a limitation
Lack of access to the right information at
the right time
Minor limitation
27%
Major limitation
47%
Don't know
26%
1%
Poor support for document services e.g.,
access to customer records and
transaction data
32%
44%
23%
1%
Lack of employee support or poor morale
due to inadequate field capabilities
31%
46%
22%
2%
21%
3%
Inability to provide outstanding
personalized customer experiences
Ineffective communications with
customers and partners
25%
51%
30%
50%
Base: 250 global customer service strategy and operations decision-makers
(percentages do not total 100 because of rounding)
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Page 10
20%
12. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 8
Managers And Individual Contributors Agree That Customer Communications Can Be Improved
“Which of the following statements best describes your organization’s ability to
communicate with customers in the way they want to be communicated with?”
We have older systems that require the customer to
communicate with us a certain way (not always the
way they want to)
28%
12%
25%
We have a strong internal program to address
multichannel communications but are not there yet
23%
17%
We communicate well through old and new channels
(like text and email)
43%
We treat new forms of content (like mobile) in the
same way we do traditional capture (like validation)
as a convenience to our customers
Don’t know
17%
21%
14%
1%
Individual contributors
Managers*
Base: 36 global customer-facing individual contributors
*Base: 250 global customer service strategy and operations decision-makers
(percentages do not total 100 because of rounding)
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Emerging Document And Process Support Will Give Back Time To ClientFacing Workers
Enterprises are taking a lifetime customer value view. This longer-term and customer-centric view represents a shift
toward concerns about loyalty, fear of negative social reviews, and a stronger economic outlook. Our survey showed
that individual contributors worry more about the single bad experience that a customer may report, while decisionmakers focus on completing the transaction successfully. But a longer-term customer-centric view requires new
processes that give time back to an emerging workforce. Improved document and process support to automate both
structured and unstructured work activities (untamed processes) in support of collaborative processes will:
• Add worker flexibility and human empathy to differentiate service. Individual workers do not have the time or
information support to fully engage customers on a more human level. More than one-third of individual
contributors (36%) feel that improved flexibility and empathy would benefit the most from improved support for
customer-facing workers (see Figure 9). This finding is consistent with Forrester’s research on the age of the
customer, where the primary competitive differentiation for firms will be the customer experience they provide.
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13. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
• Reduce risk, drive growth, and improve customer relationships. The right document and process approach will
allow the worker to solve “typical” simple interactions with a customer faster, better, cheaper, and with improved
customer loyalty. This will leave more time for human-to-human contact, which is especially needed when
handling an exception (i.e., a more complex transaction). Document capture and exception handling are among
the most difficult tasks for customer-facing workers and garner the attention of managers working to improve
client-facing support (see Figure 10). It is freed up time from these rote tasks that will enable customer-facing
employees to exceed customer expectations, solve the customer challenges, and create a more loyal customer.
• Improve workflow by targeting front- and back-office integration. Respondents rated the need to better
integrate front- and back-office systems highly (see Figure 11). Twenty nine percent of respondents have
currently implemented a solution linking field systems to back-office systems, with an additional 37% planning to
implement in the future (see Figure 12). This is not surprising. Much as the waiter in the restaurant is only as
good as the kitchen staff, most customer experiences are only as good as the core systems behind the customerfacing worker. The customer experience is, after all, the aggregate customer view across all departments and
functions within a company. Over time, separate information repositories and hard breaks at department
boundaries have led to a disjointed customer experience.
Figure 9
Individual Contributors And Managers Cite Flexibility And Human Empathy To Differentiate Service
“Which of the following goals can benefit the most from improved support
for customer-facing employees?”
First
Second
Third
Provide a degree of flexibility and human empathy that can
differentiate your service (individual contributor)
36%
Provide a degree of flexibility and human empathy that can
differentiate your service (manager)*
18%
Gather and record competitive insights (manager)*
7% 8%
25%
Gather and record competitive insights (individual contributor)
27%
16%
8% 11%
3%
Base: 36 global customer-facing individual contributors
*Base: 250 global customer service strategy and operations decision-makers
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Page 12
19%
17%
14. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 10
Document Capture And Exception Handling Are The Most Difficult Tasks For Customer-Facing Workers
“How difficult is it for your customer-facing workers to perform the following tasks to achieve their goals?”
5 = Very difficult
Create a new process or case to handle
an exception
Capture a document with a camera,
phone, or on-location copier/printer and
insert it into a business process
4
3
2
9%
1 = Not difficult at all
23%
14%
Don’t know
29%
15%
20%
26%
23%
12%
25%
2%
2%
4%
Find facts quickly for the customer,
create documents, and edit, write, and
process information
19%
24%
Update or tailor a document, form, or
template for immediate printing or
scanning
7%
15%
Scan documents on a local device
9%
12%
32%
26%
17%
20%
28%
21%
24%
40%
1%
2%
3%
Print documents on a local device
10%
15%
23%
Base: 250 global customer service strategy and operations decision-makers
(percentages do not total 100 because of rounding)
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Page 13
49%
1%
15. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 11
“Smart Solutions,” Better Integration, And Analytics Are Needed To Support The Empowered Customer
“In your opinion, what does your organization need to fully support an empowered customer
who has advanced mobile and social solutions and high expectations for customer service?”
“Smart process solutions” tailored to the customer-facing
worker on an industry basis that provide better access to
info and reduce cycle times for business processes
49%
“Smart process solutions” that leverage mobility, social,
and analytics
46%
Better integration of field systems and processes with
back-office systems of records
44%
Better data access, data quality, and analytics to provide
greater customer insight
40%
Solutions for mobile capture, e.g., capture a document
with a camera or phone and insert into a business process
35%
Advanced mobile- and field-based printing solutions
26%
Don’t know
Other
6%
2%
Base: 250 global customer service strategy and operations decision-makers
(multiple responses accepted)
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
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16. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 12
Today’s Target: Specific Workflow Solutions
“Please rate your organization’s likelihood of investing in the following solutions in the next 12 months.”
Expanding/upgrading implementation
Planning to implement in the next 12 months
Interested but no plans
Don’t know/NA
Specific workflow solutions that reduce
process cycle time
16%
Implemented, not expanding
Planning to implement in a year or more
Not interested
18%
24%
Solutions that integrate field systems and
processes with back-office systems of
records
13%
16%
Solutions for mobile capture, e.g., capture a
document with a camera or phone and
insert it into a business process
13%
16%
16%
Advanced mobile- and field-based printing
solutions
12%
17%
15%
Specific customer insight solutions that
leverage mobility, social, and analytics to
provide better customer insight
12%
12%
14%
21%
17%
16%
16%
14%
21%
Base: 250 global customer service strategy and operations decision-makers
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Page 15
18%
17%
20%
24%
22%
6% 4%
13%
4%
15%
4%
15%
3%
11%
5%
17. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Industries Will Invest In Solutions That Give Workers More Quality Time
Applications that free up the worker to help recapture the human connection are an emerging target for enterprises.8
Having the right processes and technology in place to solve “typical” simple customer interactions will leave more time
for human-to-human contact, which is especially needed when handling an exception (i.e., a more complex
transaction).
• Higher education is a highly disrupted segment. Higher education will be a highly disrupted industry due to
rapidly changing demographics that will adapt the latest mobile and cloud solutions. eLearning at scale will put
downward pressure on the traditional campus approach with its spiraling costs. Look for an expansion of the core
curriculum in areas like continuing education that can leverage cloud and mobile solutions. It comes as no
surprise, then, that continuing education and workforce productivity are the key process areas for respondents in
the higher education sector (see Figure 13).
• Financial services is putting a human face on retail customer service. Smartphone growth, technology
advancements, and enhanced security have increased the adoption of mobile banking services, reduced
operational costs, and improved efficiency. Banks over the past five years have obsessively focused on driving
sales through the online channel and have increased the number of customers using online and smartphone
banking. But our survey suggests that banks will turn to their employees to provide a meaningful and personal
customer experience. The branch, which remains the cornerstone of a bank’s sales and service proposition, will
be a target of this transformation — changes in areas such as layout, design, and sales and service staff.
Investments in virtual branch mobile apps that allow connection to branch personnel to avoid frustrating
automated phone experiences are just beginning.9 Real-time analytics, advanced collaboration, and smart process
solutions will free up bank personnel time and increase the level of engagement with customers. Additional
information about the customer, provided at the right time and within the proper context, will support a
personalized experience.
• Government focuses on operational cost and risk reduction. Governments around the globe will be in cost
reduction mode for the next decade, as deficit reduction programs and long-term pension liabilities become
economically and politically untenable. Forrester still expects that spending on automation will be cut less than
expenditure on people due to the need to produce more services with less budget. Technologies like intelligent
information capture at lower cost and secure information on demand anywhere will help. Configuration of
citizen-facing processes will combine business process management, enterprise content management, mobile
capture, analytics, and printing — the building blocks of next-generation government process support. Improved
automation will yield productivity gains and improve information management while providing better visibility
and transparency — a goal of governments worldwide. Not surprisingly, our survey uncovered process
improvement and investment priorities that strongly favor forms and records management, followed by case
management, where specific workflow solutions are the target.
• Healthcare accelerates investment in electronic medical records. Medical providers have invested significantly
in electronic medical records (EMRs) to meet healthcare reform guidelines with the goal of improving access to
information. EMRs will allow cross-provider medical records to become a reality over time. But EMRs alone may
not be sufficient to improve care and reduce the administrative costs required for healthcare reform. Workflow
and process solutions are required to bridge the gap between today’s real-time engagement and yesterday’s batch-
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18. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
based processes. This was overwhelmingly reported in data received with specific workflow solutions — today’s
target for improving patient-facing employees.
• Legal just wants better information management. Documents in the legal field generate revenue.
Unsurprisingly, our survey showed that process improvement and investment priorities strongly favor client
correspondence and document generation for the legal field. Another investment area, in addition to the
production and management of documents, is the proper and efficient discovery of documents for clients. These
eDiscovery areas will continue to be an additional investment priority for the legal field.
Figure 13
Process Investment Priority By Industry
Investment
priority
Higher education
(N = 53)
Financial services
(N = 72)
Government
(N = 63)
Healthcare
(N = 34)
Legal
(N = 33)
1
Continuing education
and workforce
Retail customer
service
Case management
Medical records
management
Client
correspondence and
document production
2
Enrollment and
admissions
Regulatory reporting
Forms and records
management
Patient billing
Billing/account
management
3
Student record
management
Account opening
Citizen self-service
Case management
Legal research
4
Candidate
management (apps)
Retail service
delivery
Interagency
integration
Admissions
Practice-specific
processes
5
Recruitment
Loan processing
Investigative case
management
Discharge summary
and related
processes
eDiscovery
6
Fundraising and
advancement
Retail lending
Constituent
communication
Investigative case
management (RAC)
7
Loan
applications/student
aid
Eligibility
determination
8
Lease and contract
management
9
Benefit application
and distribution
Base: 250 global customer service strategy and operations decision-makers
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
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19. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
KEY RECOMMENDATIONS
Forrester believes that improving customer-facing support creates a competitive advantage through creativity and
innovation. Workers today just don’t have enough time to provide highly personalized service — a gap that can be reduced
with strong industry solutions that leverage document services and advanced process management and which support
mobility and emerging work patterns. To improve the performance of customer-facing workers, realize that:
•
Attention should shift to freeing up workers’ time with smarter solutions. In short, organizations will require
new processes that support an emerging workforce and newly empowered customers. Plan for stronger customerfacing worker support and look to improved document and process support to provide better capture, analytics,
process management, and information access that is highly tailored to the business service on an industry basis.
•
Enabled workers are happy, productive, and less likely to leave. Sometimes it’s not what you sell or support
that matters, but how much time your employees have to enhance an experience. A culture of competence and
enthusiasm is greatly enhanced by advanced information support that alleviates workers from mundane data entry,
searching for information, and being limited to a partial view of the customer context.
•
Agile processes should be developed for customer-facing workers. Emerging technology will allow customerfacing workers to operate fluidly and make greater contributions by giving them the ability to understand customer
context and leverage mobile solutions. Companies enabling customer-facing workers with advanced process
support will provide a much greater level of customer experience. In short, most enterprises we surveyed desire
process agility, giving customer-facing workers the ability to handle exceptions in more capable ways by having
expert guidance, quick communication with experts, and the ability to start new case processes.
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The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Appendix A: Methodology
Forrester conducted an online survey of 250 global customer service strategy and operations decision-makers at
organizations in the higher education, healthcare, government, financial services, and legal industries in Canada, China,
France, Germany, Japan, the UK, and the US to evaluate the processes and technology that support customer-facing
workers today, attitudes toward customer-facing worker processes, and ways to improve customer-facing worker
processes. Survey participants included decision-makers with knowledge of their organization’s customer service
strategy and requirements. In addition to these decision-makers, we also surveyed 36 global customer-facing individual
contributors in order to see how their answers compared with those of decision-makers. The study began in March
2013 and was completed in May 2013.
Appendix B: Demographics
Figure 14
Survey Demographics: Decision-Maker Company Size And Location
“In which country and region do you work?”
Canada
3%
US
32%
China
19%
“Approximately how many employees work for
your organization worldwide?”
20,000 or more
APAC
29%
26%
North
America 5,000 to 19,999
35%
30%
1,000 to 4,999
France
12%
UK
13%
Japan
10%
Germany
11%
500 to 999
2%
100 to 499
Europe
36%
9%
2 to 99
9%
Base: 250 global customer service strategy and operations decision-makers
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
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24%
21. Forrester Consulting
The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
Figure 15
Survey Demographics: Decision-Maker Industry And Job Title
“Which of the following best describes the
industry to which your company belongs?”
Financial
services and
insurance
29%
Government
23%
“Which title best describes your position at your organization?”
Manager (manage a team of
individual contributors)
30%
Director (manage a team of
managers and individual
contributors)
Exec/VP (in charge of
one/several large
departments)
Healthcare
14%
Legal
13%
34%
11%
C-level exec
(e.g., CEO, CMO)
25%
Education
21%
Base: 250 global customer service strategy and operations decision-makers
Source: A commissioned study conducted by Forrester Consulting on behalf of Ricoh, May 2013
Appendix C: Endnotes
1
For further explanation of the relationship between engaged workforce and company performance, please check out
Gallup’s ongoing study of the American workplace from 2010 to 2012 (“How Employee Engagement Drives Growth,”
page 24). Source: “State of the American Workplace: Employee Engagement Insights for US Business Leaders,” Gallup,
2013 (http://www.gallup.com/strategicconsulting/163007/state-american-workplace.aspx).
2
Check out Gallup’s ongoing study of the American workplace from 2010 to 2012. Source: “State of the American
Workplace: Employee Engagement Insights for US Business Leaders,” Gallup, 2013
(http://www.gallup.com/strategicconsulting/163007/state-american-workplace.aspx).
3
Forrester surveyed customer service workers and found that workers with technical capabilities more closely aligned
with the customer, felt empowered — better morale and attitudes — than those who don’t. Forrester developed four
categories of worker attitudes based on these functional gaps. For a description, please check out Ted Schadler’s
Empowered. Source: Josh Bernoff and Ted Schadler, Empowered: Unleash Your Employees, Energize Your Customers,
and Transform Your Business, Harvard Business Review Press, 2010.
4
Source: “Mobile Is The New Face Of Engagement,” Forrester Research, Inc., February 13, 2012.
5
Source: “Humans and machines: The role of people in technology-driven organisations,” The Economist Intelligence
Unit, March 5, 2013 (http://www.managementthinking.eiu.com/humans-and-machines.html).
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The New Workplace Reality: Enterprises Must Capture The Soul And Spirit Of The Emerging Worker
6
Knowledge workers work with ideas and manage teams. They need to create, consume, transform, and analyze data.
They will work in an unstructured, freeform way, maybe starting with a set of ideas that they collaborated on and
building that into a new document, report, form, or business process. Examples of this type of worker include
middle/senior managers, consultants, and marketing executives.
7
Source: Angele Boyd, Joseph Pucciarelli, and Melissa Webster, “It’s Worse Than You Think: Poor Document
Processes Lead to Significant Business Risk,” Ricoh, June 2012
(http://mds.ricoh.com/files/knowledge_center/IDC_Risk_WP_Ricoh_Eng.pdf).
8
Industry-specific apps that are easy for people to use, help them collaborate more effectively, and yet are adaptable to
the rapid pace of change required by today’s dynamic businesses. They do this by automating both structured and
unstructured work activities (untamed processes) in support of collaborative processes.
9
Forrester did a case study of Bank Hapoalim that observed a shift in expectations and interactions within a high-value
segment of customers with a direct channel preference. To meet those customers’ needs, Bank Hapoalim developed a
new service, Poalim Connect, which combines a personal banking relationship with online personal financial
management. The strategy injects a human touch into digital banking to meet the needs of high-value digital customers.
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