Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner

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Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Reporting & Analytics
Customer Digital Experience Day Online

André Lucy, Product Owner                May 2020
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Agenda
Reporting & Analytics

            Get up to date   Get ready for the future
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Updates on b+s Reports for CUIC
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Features of version 3.2
• Primary Queue Reporting
                                             Topics
• Productivity & First Login / Last Logout
• Omnichannel Reporting

Roadmap of version 4.0 & 5.0
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Primary Queue Configuration & Reporting
 How to measure overflows?
                                                to configure one or more primary queues per CallType
                                                                            to verify the configuration

                                                   Service A
                                                                  Queue A

                                                                  Queue B

                           Measurements about Primary Queue handled tasks are available
                      within existing CallType and Ent. CallType Performance Reports (# All Fields)

Service A
Service B
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Productivity & First Login / Last Logout
       Separating productive and non-productive Not Ready Reason Code categories
       Allows to measure productivity including not ready time for categories with activity

                     Break                            Lunch
                                     Timeout
      Admin

                                                                       Meeting                                    Phone
                             Pause             Chat           Mittag
                                                                                 Project              TOI                   RONA
              Tracking
                                                                                           Training         Dev

       1                 2               3             4       5         6         7          …                           20
       {Admin}           {Break}         {Chat}        {Lunch} {Meeting} {Project} {Training}                             {RONA}
       yes               no              yes           no      yes       yes       no                                     no

                  Measurements about productivity are available within existing Agent State Reports
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Omnichannel Agent Performance
                Cisco                 b+s Media         b+s                          Media mapping for ECE standard
                Media                 Mapping           Media                         medias allows to create pre-defined
                1 (voice)             - (default)       Voice                         agent reports for voice, chat and email
                2 (tickets)           4                 Chat
Cisco data      4 (chat)              5                 Email
                5 (email)             -                 other
                8 (doc)

             Agent State    ACD           ACD         DN In &   Dialer     Agent State    Chat Tasks   Agent State    Email Tasks &
             Voice          Inbound       Callbacks   DN Out    Outbound   Chat                        Email          other Tasks

                                          Voice                                          Chat                        Email
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Media State Reports
 Media mapping also allows to create pre-defined real time agent state displays per Media
                                                                  Agent states for 3 medias on
                                                                    a single row per agent

                                                                                  Single agent state per agent over medias Voice,
                                                                                  Chat and Email for the "most active" media:
                                                                                  1) Status priority: 1. Talking, 2. Hold, 3. Wrapup, 4.
                                                                                  Ringing, 5. Available, 6. Not Ready, 7. Logged Out
                                                                                  2) Media priority: 1. Voice, 2. Chat, 3. Email
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Multimedia Contact Reports
 Contact performance reporting is available based on the contact start or end time (what could be
  different dates for non-voice tasks) and includes the final outcome of the contact handling.
 Knowing the completion duration allows to measure the Completion Level as well and not just
  when agents started working on a task.

                                                       Completion means that the         Completion Level also uses
                                                        contact was handled and          the Service Level Threshold
                                                         completed by an agent

 Enterprise CallTypes can be used
    to create any media group
Reporting & Analytics - Customer Digital Experience Day Online André Lucy, Product Owner
Roadmap – b+s Reports for CUIC
   Released: 2019-06-07                       Q2 2020                            Q4 2020                      Future

          Release 3.2                        Release 4.0                       Release 5.0                  Release X

    ECE                                ECE                                CUIC Reports                Installer & Licensing
    • Media mapping                    • Data integration                 • ECE Classification
                                       • Case & Activity Reports                                      Interfaces
    • ECE routing and                                                     • Pick & Pull
                                                                                                      • WebEx CC Analyzer
      handling Reports                 Interface updates                  • Smart licensing
    KPIs
                                       • Ringtime & Disconnect            • Survey                    Outbound
                                       CUIC Reports                                                   • Dialing List Status
    • NotReady productivity                                               Interfaces
                                       • Enable value lists in                                        • Call detail summary
    • First login last logout                                             • Power BI
                                         advanced filter fields
    • Team state summary                                                  • b+s Wallboard (iVision)   CVP Reporting
                                       Web-Documentation                                              • Data integration
    System                                                                Web-Documentation
                                       • Phase I                                                      • Self service
    • CCE 12.0 support
                                                                          • Phase II                  • Courtesy callback
    • NOLOCK hint and index            System
      updates                          • Time zone viewer db              System
                                       • MS Azure support                 • Installer Pilot
                                       • CCE 12.5 support                 • CCE 12.5 db model

Be aware that scope and dates are subject to change and features may vary by deployment.
Contact Center Insights with
Microsoft‘s Power BI
Why Analytics Software?
Reporting vs. Analytics

                                                                                b+s Reports for CUIC
•   Reports for any area within the
    Contact Center
                                                                                                       More than
•   with different scope:                                    CUIC                                      100 reports
    •   RealTime
    •   Interval
                                             Contact Center Enterprise
    •   Daily
    •   Detail
    •   Configuration
                                      ..and how the managers and the data analysts
•   with different filter:              handle the 500 objects and 8000 rows limit?
    •   Agent                                                                                            Reporting
                                                        Why not..
    •   Team                                                                                             User
    •   Queue                         ..the whole Contact Center in a single Report?

    •   CallType                                   ..self service based?
    •   Contact
                                        ..without exporting data to get insights?
    •   Campaign
    •   etc.
Why Microsoft Power BI?

                          Source
                          https://www.gartner.com/doc/reprints?id=1-
                          3TXXSLV&ct=170221&st=sb&wt.mc_id=mkto_EM297495A1LA1+&ls=email&mkt_tok=eyJpIjoiTjJRMlpERTVNek5sTkRrdyIsInQiOiJFQTI5dGNxOTkxTU5ONG9kMkpm
                          N3FSY25vaEdMeDl3QmVvb2xqc3Vhb3Q2TWF4U3ZFa0NhVDR4ampES200WkJ3S0dCK0ZwcGdGa1wvRGljcTFtcGlDV2c9PSJ9
Magical Database Compressing

     180 GB                         0.440 GB
  Contact Center                    Power BI
                    b+s Reporting   Database
    Database          Database
Architecture and Storage Examples

                                              Contact Center
                                                                     Pre-Defined
                                                                    Contact Center
                                                                                       pbix I:    0,014 GB
                                               Data Model              Visuals         pbix II:   0,440 GB

                                                                                       400 days of data
                                                                                       12’000 avg calls per day
                                                                                       626 max. Concurrent Agents

           Cisco
  Contact Center Enterprise

                                                        Reporting Interface
                                                           for Power BI

                                   b+s Reporting
    HDS I:        25 GB              Database                           Organization
    HDS II:       180 GB                                                  Location
                                                                        Segregation
                              bs_Reporting I:         2 GB
                              bs_Reporting II:        23 GB
Power BI Licensing
Sources: https://powerbi.microsoft.com/de-de/pricing/#powerbi-comparison-table

https://dynamics.folio3.com/blog/difference-between-power-bi-pro-vs-free-vs-premium/#pro-premium-pro

Free                                                      Power BI Pro                                 Power BI Premium
•    Power BI Desktop only                                •    $ 10 per month per user                 •   $ 5’000 per month per instance
•    Can’t share created reports with non-                •    max. 1 GB per dataset, max. 10 GB       •   max. 10 GB per dataset, total 100 TB
     Power BI Pro users                                        per user
                                                                                                       •   48 refreshes per day
•    No app workspaces                                    •    8 refreshes per day
                                                                                                       •   provides a dedicated unit of capacity
                                                          •    Share datasets, dashboards and              for all users in the organization
                                                               reports with other Power BI Pro users
                                                          •    Included in Office 365 Enterprise E5
• Self service: access the full
  data model and design your
  own visuals
                                  Demo
• Contact Center overview and
  filter dimensions

• Insights in service level,
  abandonments, recaller,
  agent worktime &
  performance
• It’s quiet some work to build the right data
               model and measures and you can do it
               easily wrong

Conclusion   • But once this is done, it’s just fun to work
               with this data and you get quick insights
             • That’s why we think about to offer an out-
               of-the box analytics solution for the
               Contact Center
             • ..that could be easily extended with
               additional data from any data source to
               your BI solution
www.bucher-suter.com
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