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CC7986 eBook Dig Transformation

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THE FUNDAMENTALS<br />

OF DIGITAL<br />

TRANSFORMATION<br />

5 Key Steps To Minimise Disruption & Boost<br />

Adoption of New <strong>Dig</strong>ital Capabilities


<strong>Dig</strong>ital Offers Unlimited Potential<br />

for Growth, Innovation and Profits<br />

The global transformation to digital has real consequences.<br />

Smart people now expect anytime, anywhere responses.<br />

Smart businesses now predict customer needs and preferences.<br />

Smart stores now tailor offers to valued customers. Smart cities<br />

now facilitate commerce and citizenship. The opportunities for<br />

all are virtually unlimited.<br />

Nothing can be taken for granted. In this smart digital<br />

world, experience is everything. Customers, employees,<br />

members, citizens, partners and vendors are moving faster<br />

than ever and demand digital experiences that are contextual,<br />

persistent and proactive. Having rapidly adopted smartphones,<br />

tablets, chat, texting (SMS), video and social media, they<br />

expect support across almost any technology and channel.<br />

In fact, eight out of 10 consumers would be more loyal to<br />

organizations if those organizations were easier to deal with. 1<br />

Customer perceptions and actions are shaped by the amount<br />

of effort they must expend to obtain service. With this<br />

understanding, organizations realize that to be successful<br />

they must move at the speed of the customer.<br />

It’s no longer just about people communicating with people.<br />

It’s machines communicating with people, machines<br />

communicating with other machines, and apps communicating<br />

with everything. Your communications capabilities are put to the<br />

test every day all day. The headlines tell the story: Companies now<br />

rise and fall based on how they communicate with and among their<br />

customers, employees, investors, regulators and other stakeholders.<br />

As the world becomes more digital — smarter, more mobile<br />

and hyper-connected — Avaya rises above the others.<br />

We’re a catalyst and ally. We blend advanced technology with<br />

the best and brightest people to elevate communications to an<br />

experiential level. Ultimately, we help our customers realize their<br />

potential for growth, innovation and profitability. We do these<br />

things so that virtually every form of communications in the smart,<br />

digital business world can become more natural, more productive,<br />

and more of an experience in and of itself.<br />

This <strong>eBook</strong> offers insights on how you can take advantage of<br />

Avaya innovations to build your own smart digital world.<br />

Companies now rise and fall based on how<br />

they communicate with and among their<br />

customers, employees, investors, regulators<br />

and other stakeholders.<br />

1<br />

BT/Avaya Global Survey, 2015.<br />

2 | avaya.com


Avaya Oceana TM — At the Heart of <strong>Dig</strong>ital <strong>Transformation</strong><br />

Nine out of 10 businesses today are undergoing some form of digital transformation and<br />

that customer experience is a stated top priority. What is puzzling is how few companies<br />

actually map their customers’ journeys to guide their customer engagement strategies. 2<br />

How can this be?<br />

Contact centers are often where the disconnect starts. Even so-called “multichannel”<br />

or even “omnichannel” environments are usually disparate, patched-together point<br />

solutions acting independently and in silos. It’s no wonder communications break down<br />

within contact centers, between contact centers (when a company has more than one),<br />

and between subject matter experts, both within the contact centers and other areas of<br />

the enterprise. These disruptions frustrate your customers and contact center agents<br />

alike. Ultimately, customer satisfaction and net promoter scores suffer.<br />

Avaya bridges this digital divide with the industry’s first pure-play, end-to-end customer<br />

engagement platform: Avaya Oceana TM Solution. Avaya Oceana comes to you “out of the<br />

box” with complete, integrated, multi-touch support for all media — e-mail, chat, SMS,<br />

intelligent chatbot, co-browse, social media, voice and video — across various devices.<br />

It integrates seamlessly with other Avaya customer engagement solutions and third-party<br />

apps, enabling you to deliver a unified omnichannel experience integrated at both the<br />

channel and data levels. You gain unprecedented flexibility to customize workflows<br />

so you can design and execute business strategies that deliver optimal customer<br />

experiences and produce superior outcomes when and how customers want them.<br />

A <strong>Dig</strong>ital Wave —<br />

The Oceana Family<br />

Beyond multi-touch communications<br />

capabilities, Avaya Oceana offers a range of<br />

tools and resources to create individualized<br />

customer experiences based on a contextual,<br />

360-degree view of your customers’<br />

journeys. The Oceana family includes:<br />

• Avaya Oceana TM —our advanced,<br />

multi-touch digital communications<br />

experience solution for contact centers.<br />

• Avaya Oceana TM Workspaces—<br />

a browser-based desktop that enables<br />

contact center agents to handle<br />

multiple interactions across channels<br />

simultaneously through a single workspace<br />

and delivers a full view of a customer’s<br />

journey across all touch points.<br />

• Avaya Oceanalytics TM —breaking down<br />

the silos around traditional analytics tools<br />

through flexible collection, consolidation,<br />

normalization, processing and analysis<br />

and generating rich visualization of data<br />

to fuel real-time decision making.<br />

2<br />

http://www.altimetergroup.com/2016/02/the-top-digital-transformation-priorities-for-2016-part-1/<br />

3 | avaya.com


Challenges of Taking Legacy Experiences to the <strong>Dig</strong>ital World<br />

<strong>Dig</strong>ital transformation is more than a single technology. It’s all<br />

about reimagining the way you do business, re-engineering certain<br />

processes and creating alignment between areas of the enterprise<br />

that may have always functioned independently. True transformation<br />

means addressing several important challenges:<br />

Knowing your customers. <strong>Dig</strong>ital transformation can enable mass<br />

personalization on a grand scale. Yet if you don’t “know your customers”<br />

really well, how can you possibly decide what they want, how to present<br />

it to them, and how to make it profitable? Do you have a firm grip on<br />

the big data that infuses your organization?<br />

Legacy processes. The old adage that automating a bad process<br />

still produces a bad process is especially true in digital transformation.<br />

With the new technologies available today, legacy processes may<br />

not be necessary — or even appropriate — going forward. Why require<br />

five steps to get customer support if only two are needed? If one-third<br />

of your contact center agent time is spent on solving the same<br />

problem over and over, why not digitally educate and equip your<br />

customers to resolve that problem themselves, at their own tempo,<br />

only engaging experts and agents when they are truly required?<br />

Culture. Change is hard. People become entrenched in — and obstinate<br />

about — the way things have always been done. New technologies and<br />

processes can be threatening, especially if they eliminate or substantially<br />

change existing roles and responsibilities. Have you figured out<br />

how to help employees embrace new ways of conducting business?<br />

Implementation and ongoing process improvement. Most businesses<br />

today run lean and employees are stretched to the max. So how can<br />

you institute transformational change over a period of months and<br />

possibly years while conducting business as usual? What strategic<br />

mix of internal and external resources can help you operate and<br />

achieve short-term wins that feed long-term progress?<br />

Addressing these and other transformation-related challenges can<br />

be daunting. However, in our work with businesses around the world,<br />

we have discovered five key steps organizations can take to minimize<br />

disruption, boost adoption of new digital capabilities and leverage<br />

technology advances for competitive advantage. Read on to learn more.<br />

Leadership and governance. Changing the business in fundamental<br />

ways requires executive buy-in, sponsorship and steady leadership.<br />

Should you transform all at once or take measured steps? Who will<br />

lead the effort, and will that person have authority to make tough<br />

decisions? Will the initiative support and enhance business goals and<br />

strategies? How will you measure progress and what mechanisms are<br />

in place to address problems that arise?<br />

With the new technologies available today,<br />

legacy processes may not be necessary —<br />

or even appropriate — going forward.<br />

4 | avaya.com


STEP 1:<br />

Discovery: The Ounce of Prevention That’s Worth a Pound of Cure<br />

The starting point for any digital initiative should be a clear<br />

understanding among business leaders of your organization<br />

(not just the IT folks) about the nature, direction and projected<br />

outcomes of the transformation. A discovery process is essential<br />

to achieving this understanding.<br />

Discovery should involve key stakeholders, especially senior<br />

executives, from across the business, even areas you wouldn’t<br />

normally include. <strong>Dig</strong>ital transformation typically affects most<br />

parts of the business. Their input provides the foundation for:<br />

• Gaining executive alignment on what is going to change,<br />

what the envisioned process will look like and, most importantly,<br />

what outcomes it will produce.<br />

• Identifying legacy processes that exist today, gaps between<br />

those processes and the envisioned digital processes, the steps<br />

necessary to bridge those gaps, and the financial and business<br />

results of making the change.<br />

Key elements in discovery include:<br />

A Situational Assessment enables executives to weigh in on business<br />

drivers and expectations, as well as the agendas and requirements of<br />

other stakeholders. Other “in-flight” projects that might impact the<br />

digital transformation can be identified and relevant contact center or<br />

unified communications requirements can be assessed. All of these<br />

should be mapped to short-term and long-term business goals and<br />

key business strategies to ensure alignment.<br />

Analysis and Opportunity Prioritization is the process of defining<br />

needs, potential solutions, their impacts, and alignment with existing<br />

and planned technology. This is where gaps between existing and<br />

planned processes are analyzed and prioritized. Target applications<br />

and technology architectures (including current and future reference<br />

architecture) should be identified at this point, along with technology<br />

solutions that are to be deployed to meet strategic objectives, including<br />

customer experience improvement and operational savings.<br />

Figure 1. Solution Road Map Development<br />

Situational<br />

Assessment<br />

Analysis and<br />

Opportunity<br />

Prioritization<br />

Road Map<br />

and<br />

Recommendation<br />

Road Map and Recommendation is the final step before solution<br />

implementation. The detailed road map is prepared to show migration<br />

from current to the target digitally enabled environment. A phasing<br />

strategy sequences projects to accelerate predicted outcomes and<br />

mitigate risk. A project feasibility report describes the initiative time<br />

line, projects, dependencies, costs and controls. And a rollout plan<br />

includes key performance indicators, a feedback mechanism at<br />

specified milestones, and a tracking methodology that monitors,<br />

measures and reports on initiative outcomes.<br />

5 | avaya.com


STEP 2:<br />

Customer Experience Strategy: Walking in Your Customers’ Shoes<br />

Have you ever tried to connect with your organization’s customer<br />

service department online, via phone, or via the mobile app?<br />

Do you have a mobile app that is integrated across the customer<br />

experience? Building a customer experience strategy is a vital step<br />

for envisioning the digitally transformed environment and understanding<br />

its impact on the way customers interact with your business.<br />

A customer experience strategy has three equally important components:<br />

Customer journey mapping. Who are your most valued customers<br />

and how do they engage your organization? As they proceed through<br />

the sales funnel, make purchases and engage with your customer<br />

support personnel post-sale, where are bottlenecks and disconnects<br />

that disrupt the customer experience and the velocity of interaction?<br />

Where do customers get frustrated? What parts of the process<br />

delight them? When you clearly segment your customer base and<br />

analyze their paths along the end-to-end customer journey, you<br />

will reveal opportunities for process improvement, digitalization<br />

and automation, and ultimately ways to distinguish your organization<br />

from competitors.<br />

Imagine, too, capturing customer, business and situational context<br />

across all touch points. You can use those “bread crumbs” to gain<br />

360-degree customer context and further enrich the customer journey.<br />

Routing. A key to optimizing customer experience is making sure<br />

customers can get to the right resource at the right time, including<br />

reaching beyond the call center deeper into the enterprise for<br />

knowledge workers who can answer questions and address issues.<br />

That ability to access the right resource is impacted by many factors —<br />

time of day, day of week, holidays, type of customer, type of issue,<br />

type of resource required…the list goes on. It’s important to have a<br />

routing strategy that accounts for all these factors, as well as tools<br />

that give business users in your organization — not just the IT<br />

professionals — flexibility and control over routing decisions.<br />

Channel alignment. The holy grail of customer experience,<br />

of course, is to create a seamless experience regardless of the<br />

device, location and even time of the customer’s interaction. With<br />

an understanding of customer segmentation and customer journey,<br />

you will have the information needed to align all channels and deliver<br />

a consistent experience for both the customer and the business.<br />

6 | avaya.com


STEP 3:<br />

Integrated Customer Experience: Making It Easy on Yourself<br />

Whether yours is a “greenfield” implementation or refinement of<br />

an existing environment, customer experience will be defined largely<br />

by how well different solution elements work with each other. How<br />

do you want customers to engage with your contact center agents,<br />

and through which parts of the engagement architecture do you<br />

want different types of transactions to be conducted? Will contact<br />

center agents be housed in one or more locations, or will they be<br />

a more mobile workforce operating from home?<br />

Integration will also play a large part in your costs, both upfront<br />

during deployment and with ongoing maintenance. But bottom<br />

line, customers don’t care what solutions you use — only that those<br />

solutions enable them to interact with you and remain invisible<br />

during the customer experience.<br />

This is only possible if your technology platform has three characteristics:<br />

open, modular and easily extensible. It should support the design,<br />

creation and deployment of advanced applications, without<br />

developers having to acquire specialized communications expertise.<br />

By being open, the platform will be much easier for your organization<br />

to leverage and integrate with virtually any third-party data and<br />

applications. For example, many organizations today use customer<br />

relationship management platforms such as Salesforce.com.<br />

Your customer engagement solution should easily integrate with<br />

those and other existing applications, whether front office or back<br />

office, to extend your investment in technology and still make the<br />

transition to a digitally enabled state.<br />

Being modular means the platform allows you to select a range<br />

of capabilities over time to meet your company’s goals and initiatives<br />

and drive business results that will change over time. It should enable<br />

use of simple pre-built applications so you can build your own apps or<br />

integrate with other apps, whether from Avaya or third-party providers.<br />

Extensible means having a platform on which your organization can<br />

expand and adapt as your business changes, shaping new, innovative<br />

and differentiated customer and employee experiences, as well as<br />

accommodating new and future requirements.<br />

Figure 2. The Avaya Program and Project Management Methodology<br />

Program Management<br />

Project Management<br />

Project Coordination<br />

Presales<br />

Initiation<br />

Planning<br />

Execution<br />

Closure<br />

• Understand business objectives and requirements<br />

• Define engagement scope<br />

• Develop statement of work and related pricing<br />

• Prepare return on investment analysis when appropriate<br />

• Establish project structure<br />

• Create basic governance plans, including the project,<br />

communications and risk management plans<br />

• Review statement of work and delivery dates with you<br />

• Introduce project team members and their roles<br />

• Review project design and overview of project governance, including<br />

project management support and change management processes<br />

• Perform Network Readiness Assessment to determine network<br />

capabilities for voice and video traffic<br />

• Deliver project plan<br />

• Install and configure the Avaya solution<br />

• Execute cutover and migration to the new solution, including<br />

training, troubleshooting, technical support and issue resolution<br />

• Verify the solution is fully delivered<br />

• Seek feedback from you about project delivery, timeliness and quality<br />

• Transition to ongoing support<br />

Predictable<br />

Reliable Repeatable Efficient<br />

7 | avaya.com


STEP 4:<br />

Solution Deployment: Step-wise, Not a Giant Leap<br />

<strong>Dig</strong>ital transformation of customer and employee engagement processes are<br />

high-profile initiatives that impact large areas of the enterprise. Many issues will<br />

need to be addressed, from strategic direction to business operations to cultural<br />

and global considerations. Stakeholders will have competing priorities. So a step<br />

process — a gradual migration to digital rather than “rip and replace” — is preferable.<br />

A proven implementation strategy, along with an effective project management<br />

approach and resources, can address many typical implementation issues and provide<br />

a framework for adding new features and functions to your customer experience.<br />

With such a strategy you can also avoid cost overruns, scheduling delays and<br />

extended periods of downtime — constant threats during any solution deployment.<br />

An effective program and project management approach provides both the implementation<br />

methodology and resources needed to drive consistency, quality and efficiency<br />

through your deployment. Such services should be scalable to match the requirements<br />

of your deployment. They should include highly skilled and experienced professionals<br />

to help you deliver the business impact and outcomes your company expects.<br />

Above all, the approach should be predictable, reliable and repeatable. Predictable<br />

means services that minimize risk to your organization by being delivered according to<br />

plans and schedules that you review and agree to. Reliable means delivering results on<br />

time, adhering to the schedule and managing issues that arise in a timely manner.<br />

Repeatable means using proven processes that reflect industry-leading best practices.<br />

The Importance of Equipping<br />

Your Implementation Team<br />

Your implementation team is under enough<br />

pressure without being hamstrung by a lack of<br />

resources, especially tools that can address<br />

common implementation challenges. One way<br />

Avaya answers this requirement is by building<br />

Avaya Oceana on Avaya Breeze, the industry’s<br />

first communications-oriented, standards-based,<br />

open platform. With Avaya Breeze, partners and<br />

customers, without deep telephony knowledge,<br />

can implement innovative solutions enabling<br />

organizations to accomplish their objectives.<br />

Any developer familiar with web technologies<br />

can build Avaya Breeze Snap-ins to extend<br />

Avaya Oceana and solve unique problems<br />

with minimal effort.<br />

Avaya Oceana also includes powerful, userfriendly<br />

workflow design tools via Avaya<br />

Engagement Designer. Through the simple<br />

drag and drop design interface of Engagement<br />

Designer, the right resources, content and<br />

context can be brought together across CRM<br />

and other systems to deliver a holistic customer<br />

engagement environment. Flexible workflows<br />

that can easily change with business requirements<br />

dramatically reduce costs and increase<br />

the speed of implementing customized<br />

customer journeys.<br />

8 | avaya.com


STEP 5:<br />

Solution Optimization: Controlling Your Destiny<br />

At the speed of business today, even the smallest outage or disruption<br />

can cost hundreds of thousands, if not millions, of dollars in product<br />

sales, service opportunities and brand reputation damage. This is why<br />

businesses increasingly expect proactive support — the identification<br />

of issues before they can create an outage, and constant improvement<br />

of the technology.<br />

Both can be achieved if you take front-line experience and lessons<br />

learned and bake them into remote network access tools that not only<br />

detect problems proactively, but also programmatically resolve those<br />

problems in minutes. At Avaya, we call this Secure Access Link (SAL).<br />

Our SAL Gateway enables us to deliver rapid problem resolution,<br />

problem prevention and solution optimization.<br />

Not all remote network access solutions are equal. Three key attributes<br />

determine their effectiveness:<br />

How smart they are. There should be flexible deployment options with<br />

minimal hardware and software requirements. It should enable efficient<br />

and timely delivery of service packs for software updates and easily<br />

integrate with automated and advanced diagnostics solutions. And<br />

when support is required, it should allow your personnel to connect<br />

with the vendor’s experts with a single click.<br />

How much control they give you. The solution should give you total<br />

approval/denial control over who accesses your network. If you do<br />

grant access, the solution should track and provide a detailed log of<br />

support activity so you see which vendor personnel did what and when<br />

while logged onto your network.<br />

How they provide security. The solution should have no inbound<br />

connections into your enterprise — all connections should be strictly<br />

outbound from your data center so you have the ultimate control.<br />

The solution should feature “host containment” to automatically<br />

prevent support personnel from “host-hopping” from server to server.<br />

Each support session should be encrypted and then quickly torn down<br />

when concluded. And, finally, the solution should require two-factor<br />

or multi-factor authorization by any vendor support personnel who<br />

request a support session.<br />

Today’s cyber threat environment demands that you secure your<br />

networks and applications, yet still have access to rapid and responsive<br />

technical support. If your communications solutions are smart, give you<br />

control and provide the level of security you need, when a problem<br />

arises or when new innovations are available, you can get the support<br />

you need without unnecessary delays.<br />

When Secure Access Link is used, Avaya<br />

customers enjoy 42 percent faster resolution<br />

time on major outages and 50 percent faster<br />

time when SAL is available to Tier 4<br />

engagements vs. those without SAL.<br />

9 | avaya.com


Trust Avaya Because Experience is Everything<br />

The global transformation to digital is creating amazing opportunities<br />

today: digital commerce, digital entertainment and digital communications.<br />

Far more than a trend, digital transformation is the foundation<br />

of how successful organizations will stay relevant in the future.<br />

What’s the role of Avaya in this new, smart digital world? We are<br />

delivering unique business value with our smart digital solutions.<br />

It starts with Avaya Breeze, our technology platform that simplifies<br />

application development while delivering built-in capabilities for<br />

enhanced mobile, customer-facing and cloud requirements through<br />

its preprogrammed tools and Snap-ins. With it, you can add to just<br />

about any business process and “pull things together.”<br />

Avaya Oceana addresses the customer-facing side of your business.<br />

This digital customer engagement platform provides a clearer, more<br />

complete view of your digital customers’ activities. It helps you drive<br />

customer satisfaction, loyalty and lifetime value. It helps you create a<br />

competitive differentiated brand experience while optimizing your<br />

agent and resource productivity. Above all, it helps you produce better<br />

business outcomes at the speed your customers demand.<br />

It’s a whole new, smart world. Let’s build it together. The insights<br />

offered in this <strong>eBook</strong> are a starting point for your own digital transformation.<br />

To learn more, contact your Avaya Account Manager or Avaya<br />

Authorized Partner. Or visit us online at www.avaya.com/oceana.<br />

Above all, Avaya Oceana helps you<br />

produce better business outcomes through<br />

a clearer, more complete view of your<br />

digital customers’ activities.<br />

10 | avaya.com


Learn More<br />

For more information on digital transformation, Avaya Oceana and other customer experience capabilities from<br />

Avaya, contact your Avaya Account Manager or Authorized Partner, or visit us online at Avaya.com/oceana.<br />

About Avaya<br />

Avaya is a leading, global provider of customer and team engagement solutions and services available in a<br />

variety of flexible on-premise and cloud deployment options. Avaya’s fabric-based networking solutions help<br />

simplify and accelerate the deployment of business critical applications and services. For more information,<br />

please visit www.avaya.com.<br />

© 2017 Avaya Inc. All rights reserved.<br />

All trademarks identified by ® , TM or SM are registered marks, trademarks and service marks, respectively, of Avaya Inc.<br />

03/17 • <strong>CC7986</strong><br />

avaya.com

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