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(1)

Market

Overview

Asia Pacific

Suite 24.5 Level 24 Menara IMC 8 Jalan Sultan Ismail 50250 Kuala Lumpur Malaysia

+603 2776 3333 voice +603 2776 3343 fax

EMEA

Thames Central, Hatfield Road Slough, Berkshire, SL1 1QE United Kingdom

+44 (0)1753 418800 voice & fax

World Headquarters

7601 Interactive Way Indianapolis, IN 46278 USA +1 317 872 3000 voice & fax

Interactive Intelligence offers unified business communications solutions for contact center automation, enterprise IP telephony, and business process automation. More than 3,000 organizations worldwide currently benefit from the company’s open, standards-based, all-in-one IP communications software suite, which can be deployed as a premise-based or Communications as a Service (CaaS) solution.

At Interactive Intelligence, it’s what we do.

© 2009 Interactive Intelligence, Inc. All rights reserved. |www.inin.com

|

Deliber

at

ely Inno

vativ

e

Communications-Based Process Automation

A completely new way to

automate business processes

Involving people and communications

to make process automation complete

£ Involve people communicating with

one another, and with the customer £ Span several people or multiple

touch-points across business and departmental “silos”

£ Require employees to participate from multiple and/or remote locations

£ Lack visibility across participants or the process itself

£ Are performed manually using “tools” such as file folders, spreadsheets and email £ Are highly repetitive

£ Leave room for process latency and human error

£ Regularly hit bottlenecks and miss service levels and work completion rates

£ Involve the contact center or “work center” £ Directly impact the customer experience £ Restrict revenue-generation abilities £ Miss the mark on measurable ROI for

your business

Would automation improve your business processes?

Business process automation, and especially communications-based process automation, could prove beneficial if your current processes:

Innovation

As a consistent driving force behind the development of new business technologies, Interactive Intelligence’s “first-to-market” approach has made it a leading innovator.

Experience

Experienced in developing business communications solutions since 1994 and backed by more than 3,000 global customers, Interactive Intelligence brings the maturity required to satisfy the most diverse enterprise requirements, including those of multinational organizations.

Value

Interactive Intelligence helps your business improve operational efficiencies, reduce costs, increase revenue opportunities, and ensure investment protection through its all-in-one, standards-based communications software suite and comprehensive global services.

The Contact Center Desktop

Productivity

The Mobile and Remote

Workforce Microsoft

Integrations Phone SetFlexibility

VoIP and SIP

Submit online application

Verify

information required Obtain data Access

data services, web services

Approve or decline

Notify customer

(2)

Communications-Based Process Automation

£ Involve people communicating with one another, and with the customer £ Span several people or multiple

touch-points across business and departmental “silos”

£ Require employees to participate from multiple and/or remote locations

£ Lack visibility across participants or the process itself

£ Are performed manually using “tools” such as file folders, spreadsheets and email £ Are highly repetitive

£ Leave room for process latency and human error

£ Regularly hit bottlenecks and miss service levels and work completion rates

£ Involve the contact center or “work center” £ Directly impact the customer experience £ Restrict revenue-generation abilities £ Miss the mark on measurable ROI for

your business

Would automation improve your business processes?

Business process automation, and especially communications-based process automation, could prove beneficial if your current processes:

Innovation

As a consistent driving force behind the development of new business technologies, Interactive Intelligence’s “first-to-market” approach has made it a leading innovator.

Experience

Experienced in developing business communications solutions since 1994 and backed by more than 3,000 global customers, Interactive Intelligence brings the maturity required to satisfy the most diverse enterprise requirements, including those of multinational organizations.

Value

Interactive Intelligence helps your business improve operational efficiencies, reduce costs, increase revenue opportunities, and ensure investment protection through its all-in-one, standards-based communications software suite and comprehensive global services.

The Contact Center Desktop

Productivity

The Mobile and Remote

Workforce Microsoft

Integrations Phone SetFlexibility

VoIP and SIP

Submit online application

Verify

information required Obtain data Access

data services, web services

Approve or decline

Notify customer

(3)

The CEO

Process automation seems fairly

straightforward… What makes Communications-Based Process Automation different?

Look closely at other business process automation

approaches and they struggle to integrate communications and people — the very things that drive processes

throughout an organization. Those same approaches keep critical business information “silo-ed” and interfere with seeing the whole picture. The costs and complexity inherent in these other approaches directly impacts your ability to contain costs, generate revenue, and satisfy your customers. With CBPA, your organization orchestrates communications and business processes on the same platform. Model, map, and automate processes to involve people and close communications gaps between employees, customers, vendors, and partners. Empower managers with a unified real-time view of information by connecting to enterprise applications and extending process automation to CRM packages, financial management software, databases and other sources. Every component of your business processes working in harmony makes CBPA different.

Automate processes of every kind

Claims processing, order fulfillment, patient scheduling, subscriptions, time-off requests, approvals, information gathering and other processes. CBPA solutions are easily deployed in the contact center, in the enterprise, and to branch offices and remote workers.

In 1994 Interactive Intelligence introduced a software platform to unify and automate the communications process for calls, emails, web chats and faxes. Through this automation, businesses capture all interactions, prioritize them, route them to the most skilled and available people, escalate them when needed and track the entire process — from beginning to end.

To thousands of contact centers and enterprises around the world, our IP-based unified communications platform has presented a different way of working. It only makes sense, then, to apply this mature technology to the broader area of business process automation.

In orchestrating the delivery of work, our platform gives organizations everything they need to capture, prioritize, route, escalate and track each step of a business process. It provides an alternative to legacy process management systems and tool-kits that deliver only a fraction of the automation capability businesses require.

To us, automating processes is nothing new. That’s how we developed a completely new approach to business process automation.

Communications-Based Process Automation — CBPA.

Making process automation complete

Process management suites and automation tool-kits leave out the most important component of a

business process — people. When you involve people, and the communications platform that connects

them, business process automation becomes complete. It’s also a completely new approach.

Worldwide Partner and Services Network

Best practices: Process consulting

When you implement communications solutions in businesses around the globe, you’d better have a strong, wide-ranging support network to back them up. Our network includes more than 300 experienced global sales and services partners as well as the direct Worldwide Services teams from Interactive Intelligence — Professional Services, Support Services, Managed Services and Education Services — combined to support your solution from every conceivable angle, no matter what corner of the world your business is in.

Mapping a business process before automating it is essential to making it successful. Consulting services from Interactive Intelligence help your organization assess existing processes, identify opportunities for improvement, conduct ROI analysis, and redesign processes for automation. We work with you to establish automation goals based on CBPA best practices, to ensure that every process you automate benefits your business and its customers.

The CIO

I see the value of process automation… But it needs to benefit the entire organization and not just one part of our business

We agree. Some communications tool-kits issue alerts when a customer’s account balance is overdue. But it only solves that problem. Does every problem need a new tool? How many different tools do you want to deploy to support your company’s objectives? When we say “making process automation complete,” we mean being able to model, manage and monitor any business process from beginning to end and involve people and communications to drive it — throughout every business unit of your organization. Here’s our logic. Start with the all-in-one communications platform from Interactive Intelligence, and follow our Communications-Based Process Automation approach to turn it into an integrated and manageable all-in-one solution for business process automation. Then think “organization-wide.“

No matter what area of your organization a process affects, model it for automation in one intuitive design environment, use a service-oriented architecture to provide the backbone for information flows and accessing web services, and manage the whole process with a built-in orchestration engine. You can also give end-users options for user interfaces on web pages, and give managers a single real-time monitoring interface to track every step of every process.

Instead of automating one part of your business, we give you one platform for communications and process automation in every corner of your organization.

The CFO

Improving efficiency’ doesn’t tell me much for ROI… Show me exactly where CBPA’s return on investment comes from.

CPBA’s return starts with fewer capital expenditures and lower long-term costs over legacy process management approaches. Legacy vendors for years have made organizations purchase, customize, integrate, manage and support multiple products, yet communications were nowhere to be found. Even now, their solutions only inundate employees with email and not much else. A Communications-Based Process Automation approach comes down to one application, built on top of and managed on the same communications platform. No costly customization. No expensive integration. Instant ROI. The ongoing ROI afterward is so obvious you can’t miss it. By automating processes and standardizing process methods, your business minimizes latency in its business processes overall. It routes work more quickly to available employees wherever they are, improves processing time and accuracy, reduces work cycles by offsetting rework and delays, and takes customer satisfaction to far higher levels. And with efficiency gains in every process, your business achieves the ultimate ROI by doing more with fewer resources, which reduces costs.

The COO… the Contact Center Manager

A solution to automate our processes more fully and across the entire organization?... If it exists, we have yet to find it.

A customer completes an online application form, clicks Submit, and gets an e-mail in return. “Thank you. We’ve received your application.” Basic communications toolkits do a decent job of triggering event-based communications and sending notifications — but then what?

Inside the company, there’s still work to do. Processing the application is a series of time-consuming manual tasks, handoffs, mistakes and delays. There’s no process control. Communications-Based Process Automation lets you bring the whole process together and take charge of your customer’s experience by integrating the right people, their communications, and their work at all strategic points in your organization.

Accurately prioritize and quickly distribute work to the best qualified employees using the same communications queuing and routing methods contact centers use. Turn an employee’s status into a “process presence” to determine their availability for a work assignment and speed processing time, and involve employees from around the globe with the location-independence of VoIP.

Then put managers in total control with real-time

monitoring for visibility into every step of the work process; alerts and automated escalations to keep deadlines and service level goals on track; recording for calls, emails and web interactions to support compliance; and end-to-end reporting to measure each process attribute and address trouble spots.

A solution to automate your processes more fully? It’s right there on your communications platform.

(4)

The CEO

Process automation seems fairly

straightforward… What makes Communications-Based Process Automation different?

Look closely at other business process automation

approaches and they struggle to integrate communications and people — the very things that drive processes

throughout an organization. Those same approaches keep critical business information “silo-ed” and interfere with seeing the whole picture. The costs and complexity inherent in these other approaches directly impacts your ability to contain costs, generate revenue, and satisfy your customers. With CBPA, your organization orchestrates communications and business processes on the same platform. Model, In 1994 Interactive Intelligence introduced a software

platform to unify and automate the communications process for calls, emails, web chats and faxes. Through this automation, businesses capture all interactions, prioritize them, route them to the most skilled and available people, escalate them when needed and track the entire process — from beginning to end.

To thousands of contact centers and enterprises around the world, our IP-based unified communications platform has presented a different way of working. It only makes sense, then, to apply this mature technology to the broader area of business process automation.

In orchestrating the delivery of work, our platform gives

Making process automation complete

Process management suites and automation tool-kits leave out the most important component of a

business process — people. When you involve people, and the communications platform that connects

them, business process automation becomes complete. It’s also a completely new approach.

Best practices: Process consulting

The CIO

I see the value of process automation… But it needs to benefit the entire organization and not just one part of our business

We agree. Some communications tool-kits issue alerts when a customer’s account balance is overdue. But it only solves that problem. Does every problem need a new tool? How many different tools do you want to deploy to support your company’s objectives? When we say “making process automation complete,” we mean being able to model, manage and monitor any business process from beginning to end and involve people and communications to drive it — throughout every business unit of your organization. Here’s our logic. Start with the all-in-one communications platform from Interactive Intelligence, and follow our Communications-Based Process Automation approach to turn it into an integrated and manageable all-in-one solution for business process automation. Then think “organization-wide.“

No matter what area of your organization a process affects, model it for automation in one intuitive design environment, use a service-oriented architecture to provide the backbone for information flows and accessing web services, and manage the whole process with a built-in orchestration engine. You can also give end-users options for user interfaces on web pages, and give managers a single real-time monitoring interface to track every step of every process.

Instead of automating one part of your business, we give you one platform for communications and process automation in every corner of your organization.

The CFO

Improving efficiency’ doesn’t tell me much for ROI… Show me exactly where CBPA’s return on investment comes from.

CPBA’s return starts with fewer capital expenditures and lower long-term costs over legacy process management approaches. Legacy vendors for years have made organizations purchase, customize, integrate, manage and support multiple products, yet communications were nowhere to be found. Even now, their solutions only inundate employees with email and not much else. A Communications-Based Process Automation approach comes down to one application, built on top of and managed on the same communications platform. No costly

The COO… the Contact Center Manager

A solution to automate our processes more fully and across the entire organization?... If it exists, we have yet to find it.

A customer completes an online application form, clicks Submit, and gets an e-mail in return. “Thank you. We’ve received your application.” Basic communications toolkits do a decent job of triggering event-based communications and sending notifications — but then what?

Inside the company, there’s still work to do. Processing the application is a series of time-consuming manual tasks, handoffs, mistakes and delays. There’s no process control. Communications-Based Process Automation lets you bring the whole process together and take charge of your customer’s experience by integrating the right people, their communications, and their work at all strategic points in your organization.

Accurately prioritize and quickly distribute work to the best qualified employees using the same communications queuing and routing methods contact centers use. Turn an employee’s status into a “process presence” to determine

(5)

The CEO

Process automation seems fairly

straightforward… What makes Communications-Based Process Automation different?

Look closely at other business process automation

approaches and they struggle to integrate communications and people — the very things that drive processes

throughout an organization. Those same approaches keep critical business information “silo-ed” and interfere with seeing the whole picture. The costs and complexity inherent in these other approaches directly impacts your ability to contain costs, generate revenue, and satisfy your customers. With CBPA, your organization orchestrates communications and business processes on the same platform. Model, map, and automate processes to involve people and close communications gaps between employees, customers, vendors, and partners. Empower managers with a unified real-time view of information by connecting to enterprise applications and extending process automation to CRM packages, financial management software, databases and other sources. Every component of your business processes working in harmony makes CBPA different.

Automate processes of every kind

Claims processing, order fulfillment, patient scheduling, subscriptions, time-off requests, approvals, information gathering and other processes. CBPA solutions are easily deployed in the contact center, in the enterprise, and to branch offices and remote workers.

In 1994 Interactive Intelligence introduced a software platform to unify and automate the communications process for calls, emails, web chats and faxes. Through this automation, businesses capture all interactions, prioritize them, route them to the most skilled and available people, escalate them when needed and track the entire process — from beginning to end.

To thousands of contact centers and enterprises around the world, our IP-based unified communications platform has presented a different way of working. It only makes sense, then, to apply this mature technology to the broader area of business process automation.

In orchestrating the delivery of work, our platform gives organizations everything they need to capture, prioritize, route, escalate and track each step of a business process. It provides an alternative to legacy process management systems and tool-kits that deliver only a fraction of the automation capability businesses require.

To us, automating processes is nothing new. That’s how we developed a completely new approach to business process automation.

Communications-Based Process Automation — CBPA.

Making process automation complete

Process management suites and automation tool-kits leave out the most important component of a

business process — people. When you involve people, and the communications platform that connects

them, business process automation becomes complete. It’s also a completely new approach.

Worldwide Partner and Services Network

Best

P

ractices: Process

C

onsulting

When you implement communications solutions in businesses around the globe, you’d better have a strong, wide-ranging support network to back them up. Our network includes more than 300 experienced global sales and services partners as well as the direct Worldwide Services teams from Interactive Intelligence — Professional Services, Support Services, Managed Services and Education Services — combined to support your solution from every conceivable angle, no matter what corner of the world your business is in.

Mapping a business process before automating it is essential to making it successful. Consulting services from Interactive Intelligence help your organization assess existing processes, identify opportunities for improvement, conduct ROI analysis, and redesign processes for automation. We work with you to establish automation goals based on CBPA best practices, to ensure that every process you automate benefits your business and its customers.

The CIO

I see the value of process automation… But it needs to benefit the entire organization and not just one part of our business

We agree. Some communications tool-kits issue alerts when a customer’s account balance is overdue. But it only solves that problem. Does every problem need a new tool? How many different tools do you want to deploy to support your company’s objectives? When we say “making process automation complete,” we mean being able to model, manage and monitor any business process from beginning to end and involve people and communications to drive it — throughout every business unit of your organization. Here’s our logic. Start with the all-in-one communications platform from Interactive Intelligence, and follow our Communications-Based Process Automation approach to turn it into an integrated and manageable all-in-one solution for business process automation. Then think “organization-wide.“

No matter what area of your organization a process affects, model it for automation in one intuitive design environment, use a service-oriented architecture to provide the backbone for information flows and accessing web services, and manage the whole process with a built-in orchestration engine. You can also give end-users options for user interfaces on web pages, and give managers a single real-time monitoring interface to track every step of every process.

Instead of automating one part of your business, we give you one platform for communications and process automation in every corner of your organization.

The CFO

Improving efficiency’ doesn’t tell me much for ROI… Show me exactly where CBPA’s return on investment comes from.

CPBA’s return starts with fewer capital expenditures and lower long-term costs over legacy process management approaches. Legacy vendors for years have made organizations purchase, customize, integrate, manage and support multiple products, yet communications were nowhere to be found. Even now, their solutions only inundate employees with email and not much else. A Communications-Based Process Automation approach comes down to one application, built on top of and managed on the same communications platform. No costly customization. No expensive integration. Instant ROI. The ongoing ROI afterward is so obvious you can’t miss it. By automating processes and standardizing process methods, your business minimizes latency in its business processes overall. It routes work more quickly to available employees wherever they are, improves processing time and accuracy, reduces work cycles by offsetting rework and delays, and takes customer satisfaction to far higher levels. And with efficiency gains in every process, your business achieves the ultimate ROI by doing more with fewer resources, which reduces costs.

The COO… the Contact Center Manager

A solution to automate our processes more fully and across the entire organization?... If it exists, we have yet to find it.

A customer completes an online application form, clicks Submit, and gets an e-mail in return. “Thank you. We’ve received your application.” Basic communications toolkits do a decent job of triggering event-based communications and sending notifications — but then what?

Inside the company, there’s still work to do. Processing the application is a series of time-consuming manual tasks, handoffs, mistakes and delays. There’s no process control. Communications-Based Process Automation lets you bring the whole process together and take charge of your customer’s experience by integrating the right people, their communications, and their work at all strategic points in your organization.

Accurately prioritize and quickly distribute work to the best qualified employees using the same communications queuing and routing methods contact centers use. Turn an employee’s status into a “process presence” to determine their availability for a work assignment and speed processing time, and involve employees from around the globe with the location-independence of VoIP.

Then put managers in total control with real-time

monitoring for visibility into every step of the work process; alerts and automated escalations to keep deadlines and service level goals on track; recording for calls, emails and web interactions to support compliance; and end-to-end reporting to measure each process attribute and address trouble spots.

A solution to automate your processes more fully? It’s right there on your communications platform.

(6)

Communications-Based Process Automation

£ Involve people communicating with one another, and with the customer £ Span several people or multiple

touch-points across business and departmental “silos”

£ Require employees to participate from multiple and/or remote locations

£ Lack visibility across participants or the process itself

£ Are performed manually using “tools” such as file folders, spreadsheets and email £ Are highly repetitive

£ Leave room for process latency and human error

£ Regularly hit bottlenecks and miss service levels and work completion rates

£ Involve the contact center or “work center” £ Directly impact the customer experience £ Restrict revenue-generation abilities £ Miss the mark on measurable ROI for

your business

Would automation improve your business processes?

Business process automation, and especially communications-based process automation, could prove beneficial if your current processes:

Innovation

As a consistent driving force behind the development of new business technologies, Interactive Intelligence’s “first-to-market” approach has made it a leading innovator.

Experience

Experienced in developing business communications solutions since 1994 and backed by more than 3,000 global customers, Interactive Intelligence brings the maturity required to satisfy the most diverse enterprise requirements, including those of multinational organizations.

Value

Interactive Intelligence helps your business improve operational efficiencies, reduce costs, increase revenue opportunities, and ensure investment protection through its all-in-one, standards-based communications software suite and comprehensive global services.

The Contact Center Desktop

Productivity

The Mobile and Remote

Workforce Microsoft

Integrations Phone SetFlexibility

VoIP and SIP

Submit online application

Verify

information required Obtain data Access

data services, web services

Approve or decline

Notify customer

References

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