Unleashing the Voice of the Customer - WHITE PAPER A Next Generation Automated Customer Feedback Application

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Unleashing the Voice of the Customer - WHITE PAPER A Next Generation Automated Customer Feedback Application
ATTENSITY | WHITE PAPER

                              WHITE PAPER

                              Unleashing the Voice of the Customer
                              A Next Generation Automated Customer Feedback Application

                          ATTENSITY PRIVATE
TABLE OF CONTENTS                                                           PAGE

    I       The Dynamic Nature of Customer Feedback                             3

    II      Following Feedback’s Flow                                           3

    III     The Customer Feedback Organization                                  5

    IV      Why Know Why?                                                       6

    V       Understanding Unstructured Customer Feedback                        8
            • The Search Approach                                               8
            • The Statistical Approach                                          8
            • The Linguistic Approach                                           9

    VI      Recognizing “Voice” for Actionable Data                             10

    VII     Attensity’s Automated Customer Feedback Application                 11
            • Attensity’s Voice of the Customer Domain                          13
            • Attensity’s Semantic Voice Engine                                 13
            • Attensity’s Model Factory™                                        13
            • Attensity’s Voice of the Customer Analytic Dashboards and Views   13

    VIII    Conclusion                                                          14

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I    THE DYNAMIC NATURE OF CUSTOMER FEEDBACK                                                                                 CUSTOMER FEEDBACK EXAMPLES

     There’s a good reason many people dislike the label “consumer.” A consumer is someone                                   • “My product isn’t working; the
     who buys or uses a product, service or solution. Period. The word consumer connotes a                                      electrical connection seems to
                                                                                                                                be broken.”
     one-way relationship between seller and buyer that fits poorly in today’s connected market-
     place. A “customer,” however, can do far more than merely consume. Depending on their                                   • “You lost my reservation.”
     needs, experiences and desires, customers are far more inclined to get involved in the
     marketplace. Today’s technology offers ample opportunities to start conversations with and                              • “I really like your new store
                                                                                                                                concept.”
     among customers, fans, foes, competitors, and the press — any person or group who
     cares to listen and, perhaps, act on the messages received.                                                             • “I love this airline, the service is
                                                                                                                                great and the online reservations
     Customer feedback flows into organizations, dynamically and continually, every hour of                                     are easy to use.”
     every day directly and indirectly. Customers place calls, send emails, complete surveys, and
                                                                                                                             • “I wouldn’t recommend your
     talk among themselves online in blogs and product forums. They share their thoughts about                                  products because the process to
     products and services, their likes and dislikes, and their hopes for future features. Customers                            buy your services online is too
     tell companies about product failures. They request help. And they offer opinions about their                              hard.”
     experiences that may contain valuable insights for organizations that care to listen.
                                                                                                                             • “I discovered a bug in your
                                                                                                                                software with the tax calculation.”
     Customer feedback can tell companies which products will be a success, where future
     sales will come from, what aspects of their services are good or bad, why people would                                  • “The motor in my dishwasher is
                                                                                                                                making loud noises when I use it,
     recommend a product or service to others why customers are loyal, why they aren’t, and
                                                                                                                                I think it’s broken and I need
     much more. The information they provide can also offer companies insights into potential                                   someone to come and fix it.”
     product issues, service failures, cost overruns, or expensive recalls.
                                                                                                                             • “I want to return this product
                                                                                                                                because I am not happy with it,
     All this information can drive sales, service, marketing and even organizational strategies.
                                                                                                                                it didn’t work as advertised.”
     But none of this information is of the least bit of value if companies can’t find, parse, organ-
     ize, compare, manage, and act on the data in their customer feedback quickly, accurately                                • “If I can get this new software
     and intelligently.                                                                                                         installed properly, I would be
                                                                                                                                happy!”

                                                                                                                             • “I thought I was the only one that
II   FOLLOWING FEEDBACK’S FLOW                                                                                                  ran into rude flight attendants. I
                                                                                                                                feel much better now.”
     Complicating matters is the volume and variation of customer feedback flowing into various
     groups within an organization. Feedback flow typically isn’t coordinated across groups and,
     in most cases, primarily consists of unstructured prose.

     Databases historically have collected “structured” data that is relatively simple and inexpen-
     sive to access. Structured data is organized in a rigidly defined format within columns and
     rows in the database. It can be queried, filtered, and sorted to help draw conclusions and
     make decisions.

     Unstructured data — the freeform text in customer emails, accident descriptions, survey
     responses, surveillance reports, slide presentations, web sites, and dozens of other formats
     — may be easy for people to read but nearly impossible for databases to understand.

     According to the TDWI1, unstructured data is increasing exponentially faster than structured
     data. In fact, seven million web pages are published every day. Traditional channels for
     feedback are being joined — and often superceded by — new channels such as blogs,
     forums, wikis, and other web-enabled spaces not authorized, organized, controlled, or often
     even monitored by the company. Thanks to more dynamic collaborative technologies, many
     feedback channels are easily created, amplified and distributed in ways their subjects don’t
     always intend.

     1
      Russom, Phillip. BI Search and Text Analytics; New Additions to the BI Technology Stack. TDWI Best Practices Report,
     2nd Quarter 2007; Renton, WA, 2007.

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Often, certain channels may contain both structured and unstructured data, either compiled
    by the customers themselves or representatives of the company. Typical sources of                    THE MANDATE TO
    unstructured data at a large company may include:                                                    UNDERSTAND THE VOICE
    •        Email                                        •         Chat sessions                        OF THE CUSTOMER
    •        Web forms                                    •         Defect reports
    •        Blogs                                        •         Customer service notes               A Manufacturing Company:
    •        Wikis                                        •         Warranty notes                       A durable-goods manufacturer
    •        Online forums                                •         Repair notes                         can collect tens of thousands
    •        Surveys                                      •         Trial tests                          of service records and
    •        Focus groups transcripts                                                                    warranty claims annually,
                                                                                                         representing direct warranty
    Feedback from and about customers flow in and out of different organizations across the              costs of two to three percent
    company. Marketing departments solicit feedback via surveys (both printed and online), in            of revenues. (Total warranty
    focus groups and via email. Marketing also analyzes feedback that comes in across the                expenses are typically five to
    organization. Customer service departments hear from patrons after they buy something and            10 percent of revenues.) To
    have either experienced a problem, have a question, or in certain cases want to buy more.            effectively analyze what cus-
    They typically get the early warning signs of product failures, issues with a company’s              tomers say about products,
    offerings and more. Sales departments (call centers, online stores, brick-and-mortar estab-          issues and repairs in service
    lishments) hear from the customer throughout their lifecycle. Those who create products or           logs and warranty claims,
    choose the products and services a company sells (product management, engineering,                   manufacturers need to
    design, merchandising) talk to customers to learn about their needs and wants and conduct            understand not only dates,
    research (focus groups, surveys, online forums) to get feedback from customers.                      part numbers, and coded
                                                                                                         issues but also unstructured
    Often, information collected from customers is not used at all. The only available means             information captured as
    most companies have to understand unstructured data is to have humans read it. While no              notes and comments. This
    computer will likely equal the human intellect’s ability to comprehend text written by or about      freeform text comprises the
    customers, humans are poorly suited to read hundreds, thousands, or millions of text                 majority of information in the
    records to find facts, track trends and discover dangers. If used at all, text information is        email, service report and
    relegated to anecdotal support or the last line of defense: “If all else fails, we’ll just have to   repair note such as:
    read these comment cards.”
                                                                                                         • What failed?
    And the information remains stuck in a silo.                                                         • What were the
                                                                                                           circumstances?
                                                                   FIGURE 1 Feedback Channels and        • How is this failure related to
                                                                   Organizations That Use the Feedback     other incidents that have
                                                                                                           been reported?
                                                                                                         • What did the customer
                                                                                                           experience?

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The feedback that flows into each of these organizational silos often doesn’t flow back out. In some cases, the feedback finds its
      way into a data warehouse or customer relationship management (CRM) application where different groups can access it. In most
      cases, however, feedback is used by the single organization that either solicits or searches for it. Unfortunately, groups that may
      otherwise develop keen insights into their company’s business never get close to the data even if they have access to the CRM
      application.

      Meanwhile, customers don’t care how or why a given company is organized — they just provide feedback and assume the right
      organization sees it and takes the responsibility for reacting to it. And what happens when customers assume incorrectly? What
      happens when information systems cannot automatically leverage the information across the organization? Companies, despite
      good intentions, risk ignoring and possibly alienating the very people who cared enough to share their thoughts on a potentially
      important situation. Customers may conclude they’re opinions or patronage isn’t important.

      Inside the company, the effect of not leveraging all the data stored in unstructured text of customer feedback can be enormous.
      When the customer takes the time to give a company feedback, and much of that feedback is missed by the groups that need to
      hear it the most, the company as a whole suffers.

III   THE CUSTOMER FEEDBACK ORGANIZATION
      As customers share their thoughts more frequently in more ways to more people, organizations are tasked with the increasingly
      challenging responsibility to understand and react to the feedback. Many companies are learning the only way to be customer-
      centric and to have a customer-driven business strategy is to leverage this feedback across the organization methodically,
      comprehensively, efficiently, and effectively.

      To do this, companies are staffing senior roles in the organization that focus on the customer and report to the CEO, the VP of
      marketing or other top executive. While no standard group name has emerged, companies are calling this role VP of customer
      loyalty, VP of customer champions, VP of the voice of the customer, VP of the customer experience or VP of customer satisfaction.
      This customer-centered organization (sometimes made up of just a few people who manage and distribute customer feedback
      across the organization) acts as the catcher’s mitt for customer feedback.

      The goal of these groups isn’t to merely access and understand the information available in structured surveys or coded fields.
      These groups are striving to make customer analysis a strategic part of the business. To do so, they must yield statistically
      supportable findings from unstructured data for a new generation of executives and managers trained in and supportive of results
      measurement. Typically, these groups analyze various forms of feedback coming into the organization and monitoring the
      company, product and market-related buzz outside the organization. In some cases, these groups are also charged with building
      the enterprise data warehouse (EDW), consolidating multiple data marts into an EDW, or creating a customer data mart that
      contains a complete view of customers and their interactions with the company.

      As these roles become more prevalent, and as these organizations begin analyzing the freeform customer feedback from multiple
      sources, companies soon realize they have only been getting about one-fifth of the story. According to research from TDWI2, 80
      percent of business data is unstructured information, and a large portion of that information comes from customers. As they
      begin to grasp the size and importance of analyzing their customer feedback, companies realize they need to do two things:

      1) Expand their analysis to the unstructured components of feedback that can answer such questions as why customers gave
         certain survey scores, why they report specific service or product issues, and what — at least in their opinion — might be
         done to improve or correct the situation.

      2) Build processes that automatically understand and analyze the detail of the information found in unstructured data, which they
         then can leverage throughout the organization to help make key business decisions by merging the results with those found in
         structured data.

      Russom, Phillip. BI Search and Text Analytics; New Additions to the BI Technology Stack. TDWI Best Practices Report, 2nd Quarter 2007; Renton, WA, 2007.
      2

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FIGURE 2
                                                                                                                           Channeling     THE MANDATE TO
                                                                                                                           Unstructured   UNDERSTAND THE VOICE
                                                                                                                           Customer
                                                                                                                           Feedback       OF THE CUSTOMER

                                                                                                                                          A Financial Services
                                                                                                                                          Company:
                                                                                                                                          Financial services companies
                                                                                                                                          today offer a full gamut of
                                                                                                                                          financial products. To maintain
                                                                                                                                          and grow their businesses,
                                                                                                                                          they need to retain and grow
                                                                                                                                          their current customer’s
                                                                                                                                          “share of wallet.” These
                                                                                                                                          customers are continually
                                                                                                                                          offering valuable feedback to
                                                                                                                                          the financial institution
                                                                                                                                          through email requests, on
                                                                                                                                          websites, when talking to
                                                                                                                                          service representatives, or in
IV   WHY KNOW WHY?                                                                                                                        more formal feedback chan-
     Data warehouse and business intelligence implementations help organizations capture, store,                                          nels like surveys. Financial
     maintain, and report on customer feedback. Until recently, however, these efforts primarily                                          services companies can gain
     focused on the structured portion of the feedback — the scalar questions in a survey, the                                            insight into new product
     problem codes recorded during a service interaction, a formal rating provided by a customer,                                         ideas, what customers are
     and so on. The specifics and nuances of why a customer feels a certain way, recommends a                                             saying about their products
     product, or demands a return typically lies in the prose written by or about the customer in                                         and services, whether they’re
     the channels previously mentioned. This information can drive how companies react to                                                 likely to leave, if they may be
     customer input as well as shift sales, marketing, and support strategies.                                                            interested in additional prod-
                                                                                                                                          ucts like credit cards or
                                                                                                                                          investment accounts, and
                                                                         FIGURE 3
                                                                                                                                          more through a deep and
                                                                         Example of a Scale-Based Question3
                                                                                                                                          thorough analysis of all that
                                                                                                                                          feedback.

     Figure 3 illustrates the scale-based question made popular in “The Ultimate Question” by Fred Reichheld. The question is simple
     yet profoundly important: “Would you recommend us to a friend or colleague?” The answer tells companies how customers feel
     they are being treated, if they are likely to return for more, and if they are willing to recommend the company’s products and
     services to the people who are most important to them.

     As part of research into customer loyalty and growth, Reichheld looked for a correlation between survey response and actual
     behavior — repeat purchases and recommendations — that ultimately correlates to profitable growth and positive shareholder
     value. From this question, a company gets a score — known as the Net Promoter® Score (NPS)4, which indicates in aggregate
     how much of the customer base is willing to recommend the company and its products to their friends and colleagues. An NPS
     also indicates, according to the book, how loyal a customer is to the company. In Figure 3, the customer clearly is not a promoter
     given the low score. According to “The Ultimate Question” this customer is a detractor5. Now the company knows there is
     something wrong. What the company does not know without supporting feedback is why the customer is a detractor. Why is the
     customer dissatisfied, what could be done to satisfy the customer, and why?

     3
      Reichheld, Fred. The Ultimate Question: Driving Good Profits and True Growth. Boston, MA, HBS Press, 2006.
     4
      Reichheld, Fred. The Ultimate Question: Driving Good Profits and True Growth. Boston, MA, HBS Press, 2006.
     5
      Reichheld, Fred. The Ultimate Question: Driving Good Profits and True Growth. Boston, MA, HBS Press, 2006. pp 6-7.

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The “why” is critical for companies that want to discover the root cause — and best solu-
    tions — to product, service, marketing, and operational issues. The “why” offers context for     THE MANDATE TO
    the low score and provides companies their first opportunity to react appropriately to a cus-    UNDERSTAND THE VOICE
    tomer’s feedback. Should the company offer a refund? Should the company just apologize?          OF THE CUSTOMER
    Is there a bigger operational problem causing many customers to cite specific issues in their
    feedback? This can only be driven by customer explanation — there is no other way to know.       A Telecommunications
                                                                                                     Company:
    The need to truly understand customer feedback has prompted many companies to                    Customers now have the
    explore how best to capture and analyze unstructured data. Their objective is to manage          choice of who to use for cell
    and analyze unstructured information seamlessly with structured data. Doing so enables           phone, Internet and even
    them to connect the reason why a customer gives a high or low score with a particular            LAN services, making the
    product, customer segment, or even an individual customer identified by structured fields        need to retain and grow
    such as customer identifiers, product SKUs, scalar feedback scores, and assigned codes.          existing customers more
    When companies connect structured data with the “why,” they have their first real opportunity    competitive and crucial to
    to see a complete view of their customers. Organizations that take on this challenge             the successful growth of the
    successfully gain access to finer details, deeper insights, and additional opportunities about   telecommunications company.
    their customers and products.                                                                    Marketers and product
                                                                                                     development in telecom want
                                                                                                     to know which new products
                                                         FIGURE 4 Example of a Scale-Based
                                                         Question With the “Why”                     are going to be a success
                                                                                                     and what the problems are
                                                                                                     with current offerings,
                                                                                                     Customer service executives
                                                                                                     want to mitigate issues rapidly
                                                                                                     and increase a customer’s
                                                                                                     satisfaction level and willing-
                                                                                                     ness to recommend products
                                                                                                     to their friends and family,
                                                                                                     while repair managers want
                                                                                                     to fix issues and understand
                                                                                                     issues coming down the pipe.
                                                                                                     Understanding customer
                                                                                                     feedback is critical for each
                                                                                                     one of these roles driving
                                                                                                     product development,
                                                                                                     marketing, and service
                                                                                                     decisions every day.

    When a company analyzes a verbatim response, it not only gains a real understanding
    about why this customer is a detractor but also discovers what could transform the
    detractor into a promoter. Historically, the cost of saving a good customer is lower than
    acquiring a new one, so transforming detractors is critical.

    For the first response in figure 4, a simple call by the store manager to apologize for the
    experience may be all that’s needed to restore a positive customer relationship. For the
    second response, a different action from a different part of the organization is more likely
    to turn the customer back into a promoter. Without the verbatim information, however, the
    score provides a general sense of a customer’s sentiment but offers no specific insight into
    a course of action to maintain or improve customer loyalty.

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V   UNDERSTANDING UNSTRUCTURED CUSTOMER FEEDBACK
    Today, companies can employ three common approaches to understanding verbatim data: search, statistical, and linguistic
    analysis. Each approach offers a different level of granularity and is appropriate for different goals.

    The Search Approach
    Most popular with users, the search approach works best for finding keyword terms in a body of data. Feedback analysts
    typically use search to test a hunch about a certain issue or rising sentiment on a specific topic. Using a standard search
    process, analysts hunt for keyword terms that might give them clues about where and how often that topic is mentioned.
    In the example in Figure 5, the analyst is searching a corpus of feedback to see if a certain product is mentioned.

        Example 1: Searching for Feedback on a Product                FIGURE 5 Typical Search Query
                                                                      on Verbatim Feedback
          Nokia 5300 XpressMusic Phone

        Example 2: Searching for Issues About the Product

          XpressMusic Phone and Carrier Issues

    Analysts can iterate through a set of issues, entering keywords or phrases, testing their hunches about them, and then reading
    the feedback that has come in from customers on the topic. This is useful in situations where the analyst wants to test a
    hypothesis or research something already known and specific. However, the search approach begins to break down for the
    analyst who:

    •   Has no hunches left
    •   Lacks time to read the details but still needs a clearer sense of the issues
    •   Cannot quickly produce a search query that returns any information
    •   Has different customers articulating the same issue using different terminology (such as “carrier problems” versus “provider
        issues” versus “T-Mobile concerns”)

    Search is good as an ad hoc tool for finding specific words in verbatim feedback. Search also works well as a filtering
    mechanism to narrow queries within feedback results to a specific topic area. However, search cannot provide the analyst with
    an in-depth understanding of what the customer is saying.

    The Statistical Approach
    Also used for both structured and unstructured customer feedback analysis, standard statistical approaches enable analysts to
    identify issues and to understand the magnitude of occurrence. Statistical tools provide a conceptual understanding of feedback
    in general terms. They compare the frequency of word occurrence within a document to the frequency of word occurrence in
    general. For example, in a piece of feedback where a customer uses terms such as “happy,” the statistical approach would
    count the occurrence of the word and then compare it to the average to determine if the document could be classified as
    positive feedback.

    Statistical approaches to analyze unstructured data include:
    • General word counts and averages
    • Categorization groups documents into categories (such as “quality issues”) based on the occurrence of predefined words that
       illustrate the category (such as “defect” or “broken”)
    • Cluster algorithms, such as K-means and Bayesian modeling, which put documents into groups whose members are similar
       in some way and the data in the group or subset share a common trait (often proximity) according to some defined distance
       measure

    Statistical approaches are powerful in their ability to organize large amounts of unstructured feedback, which provides the analyst
    with a sense of emerging themes and issues. For example, running categorization or a cluster algorithm against responses in a
    feedback survey might uncover a lot of feedback centered on a specific issue with one or more products. The statistical run
    might find a significant occurrence of something “breaking” or “failing.” With this information, the analyst can then review that
    specific group of feedback, reading the responses to understand how and why the breaking or failing action occurred. This is
    very useful for analysts to rapidly uncover general sentiment or product issues.

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Unfortunately, statistical approaches begin to break down when specificity and accuracy
    become critical in analysis because:                                                                   THE MANDATE TO
    • A general category or group offers no native dimensionality. It might provide a general label        UNDERSTAND THE VOICE
      for a set of feedback, but it doesn’t explain why, how, when, and under what condition the           OF THE CUSTOMER
      issue occurred. The dimensionality is the information that drives action by the organization
      that receives the feedback.                                                                          A Travel Services Company:
    • It can produce false positives or negatives. The statistical approach might indicate that            The travel industry has been
      positive words like happy, cool, or great appear in feedback and classify the feedback as            turned upside down with the
      generally positive. In common speech communication, negations — particularly in cases                advent of the Internet.
      when they are not close to the word they modify — are missed. For example, a statistical             Consumers can make their
      approach to the sentence, “I’m not really very happy,” could be misclassified as positive.           own reservations, search for
    • When different customers articulate the same sentiment in various ways, statistical                  cheap fares, design their own
      algorithms might miss the connection and fail to classify or group the feedback together             travel packages and change
      correctly or even at all.                                                                            things on the fly. With this
                                                                                                           new order comes self-service
    Statistical analysis is a great way to rapidly organize unstructured feedback. It does not require     offerings from hotels, airlines,
    a lot of knowledge about what is in the feedback. Unlike search, it does not require users to          car rental companies and
    first decide what they want to find. And it provides the users with a general sense of the             more as well as a new set of
    themes of customer feedback. However, statistical approaches lack the granularity necessary            companies that provide travel
    to advise managers on the actions that need to be taken to better serve customers.                     aggregation services for con-
                                                                                                           sumers online. The ease that
    The Linguistic Approach                                                                                the Internet provides makes
    Natural language processing (NLP) is a linguistic approach to analyzing verbatim customer              it easy for the consumer to
    feedback. NLP provides analysts with the most granular and factual understanding of the                shop around, looking for the
    feedback and provides the most insight to drive the organization towards action based on the           best combination of service
    feedback. To achieve this level of understanding of customer feedback, systems have evolved            and price. Knowing how
    beyond counting the occurrence of terms or features to being able to identify the linguistic           customers feel about travel
    roles and relationships among words, terms and facts. Treating language as a linguistic rather         products, the process to buy
    than statistical phenomenon is challenging to achieve in the binary world of computing                 these products and their
    because it involves symbolic processing.                                                               requirements for new prod-
                                                                                                           ucts allows travel companies
    The challenge intensifies when dealing with “real world” language: unknown terminology,                to gain the competitive edge
    run-on sentences, sentence fragments, misspellings, and poor grammar. Systems that offer a             that drives repeat business
    factual understanding enable organizations to conduct analytic work that involves tabulating,          and loyalty. This information
    calculating, comparing, charting, and graphing feedback at a level granular enough to make             from customers is typically
    a business decision. This approach also increases the accuracy of the analysis relating to             hidden in the text.
    false positives or negatives while providing the detail required for a company to know why a
    customer gave certain feedback.

    TABLE 1 Natural Language Processing Based Extraction of Facts From Customer Feedback Using
    Attensity’s Voice of the Customer Solution

     Example Feedback Sentence                       Facts Extracted Using NLP
     “I sent a request to close the account          Fact: account : close [ASAP]
     immediately.”                                   Time: immediately

     “The staff was incredibly professional.”        Fact: staff: professional [more]

     “I am not very happy with your service.”        Fact: service: happy [not]

    Table 1 illustrates simple facts extracted from text using a linguistic approach. In these examples,
    the linguistic approach goes beyond recognizing and counting that a word exists to actually
    defining the “who, what, where, and when” about the word. Using the statistical approach, the
    word “happy” in the last sentence would have been counted as positive feedback. With the lin-
    guistic approach, the correct sentiment behind the word happy is captured because the software
    understands “not” modifies “happy” even though the two words are separated. In this case, only
    a linguistic approach correctly identifies the service experience as negative.

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VI   RECOGNIZING “VOICE” FOR ACTIONABLE DATA
     Complicating customer feedback analytics even further — which makes the linguistic approach even more powerful — are
     customers who do not all use the same words to describe their opinions, issues, thoughts, or feelings. Customer sentiments and
     issues are not always recorded using perfect grammar and in the same tense. There are many different “voices” customers can
     use — such as negative voice, urgent voice, and conditional voice — when articulating their experiences and opinions about a
     company’s products and services. These voices provide additional information and can even change the meaning of the feed-
     back. The change, whether subtle or extreme, can provide crucial insights into what customers are trying to tell a company. This
     additional information comes in the form of adverbs, modals and even clause markers. Analyzing voice types through a linguistic
     approach identifies information that other approaches would never discover in unstructured customer feedback.

     Table 2 shows examples of the many different voices a customer can use when communicating.

     TABLE 2 Examples of “Voice” Types Found Using the Attensity Voice of the Customer Solution

      Voice Type Captured By Attensity                            Example
      Augmented
                                                                  The staff was incredibly professional.
      to enlarge meaning as a superlative does; really
                                                                  Fact: staff: professional [more]
      unhappy, seriously ticked, over-inflated
      Diminished
                                                                  The tractor barely works.
      diminish or constrain meaning, lowered expectations,
                                                                  Fact: tractor: work [less]
      under-inflated
      Urgent
                                                                  Please call customer at once.
      depicts urgent nature of feedback/request; fixed now;
                                                                  Fact: customer : call [ASAP]
      fix it asap
      Recurrence
                                                                  My Web browser often crashes.
      action has happened before or is ongoing; tried to fix
                                                                  Fact: web_browser: crash [again]
      it again, three times now, still happy
                                                                  If he calls customer service, then we can fix the problem.
      Conditional
                                                                  Fact 1: customer_service: call [if/then]
      if/then
                                                                  Fact 2: problem: fix [if/then]
      Indefinite                                                  Customer might exchange his broken headset.
      depicts uncertainty; probably called, might exchange        Fact: headset: exchange [maybe]
      Intentional
                                                                  I want to order model-XB311.
      depicts intentions or desires; will be returning, plan on
                                                                  Fact: model-XB311 : order [intent]
      returning
      Question
                                                                  Has the department issued my refund?
      form of a question, communicates requests for goods,
                                                                  Fact: refund: issue [?]
      services, information and instructions
      Negation                                                    He never fixed the icemaker.
      negate the meaning of the Mode                              Fact: icemaker: fix [not]

     Customers use many nuances to articulate emotion, opinion, and requests. These nuances affect the entire meaning of the
     response. Companies that don’t automate the linguistic analysis of feedback may miss nuances necessary to compile accurate
     data, mine key business insights, take appropriate action, and make the most of customer feedback.

 ATTENSITY WHITE PAPER                  Unleashing the Voice of the Customer                                                            10

 ATTENSITY PRIVATE
VII   ATTENSITY’S AUTOMATED CUSTOMER FEEDBACK APPLICATION
                                                                                                           THE MANDATE TO
      Attensity’s Automated Customer Feedback Application enables businesses to unleash the
                                                                                                           UNDERSTAND THE VOICE
      voice of the customer locked in unstructured data. The application is comprised of Attensity’s
                                                                                                           OF THE CUSTOMER
      core technology platform with specific voice of the customer (VoC) elements including:
                                                                                                           A Civilian Government
      • Attensity’s Voice of the Customer Domain is a voice of the customer solution specific
                                                                                                           Agency:
        dictionary and term library.
                                                                                                           Many federal, state, and local
      • Attensity’s Semantic Voice Technology extraction engines are tuned for VoC-specific
                                                                                                           government agencies have
        language and syntax patterns — “voices.”
                                                                                                           thousands of customer serv-
      • Attensity’s Voice of the Customer Analytic Tools are management dashboards and
                                                                                                           ice agents in call centers to
        analysts views that cover VoC data including customer sentiment, customer satisfaction,
                                                                                                           serve civilian needs every
        Net Promoter details, new product introduction facts, and more.
                                                                                                           day. Seniors can call Medicare
      • Attensity’s Model Factory™ is a tool that promotes facts, variables, and flags to predictive
                                                                                                           to learn more about their
        and other statistical models for use in churn, segmentation, and other predictive analytics.
                                                                                                           regions treatment policies or
                                                                                                           to complain about a provider.
      At the core of the Attensity VoC solution are Attensity’s patented extraction engines, which
                                                                                                           Veterans can call the VA to
      mine and transform various forms of unstructured information into a structured form. The
                                                                                                           ask about services. Citizens
      solution then creates output in XML or in a structured relational data format. This output is
                                                                                                           can report issues to the EPA
      fused with existing structured data and made a part of the company data warehouse or data
                                                                                                           or the CDC. The list goes on.
      mart. The newly structured data then can be accessed, analyzed and acted on by various
                                                                                                           Feedback, questions, and
      departments to drive customer-focused business objectives. Figure 6 illustrates how different
                                                                                                           requests come in every day
      organizational groups leverage fused data.
                                                                                                           by the thousands. Customer
                                                                                                           service agents capture them
                                                                                                           as notes. Each federal agency
                                                                                                           is required to not only
                                                                                                           respond to the specific issue
                                                                                                           but to look at the issue in
                                                                                                           aggregate, understand
                                                                                                           sentiment trends, identify
                                                                                                           issues with services provided
                                                                                                           by both government and
                                                                                                           non-government providers,
                                                                                                           and to take action when
                                                                                                           appropriate.

      FIGURE 6 Attensity Fuses Facts Extracted From Unstructured Text With Existing Structured Data to
      Create a 360-Degree View of Customers and Their Feedback

      Altogether, Attensity’s extraction engines offer a comprehensive approach to transforming text
      into structured data for analysis. Attensity’s extraction technology includes search, statistical,
      and linguistic approaches to analyze the voice of the customer. Feedback analysts can use
      Attensity search technology to test hunches and rapidly find information about known issues
      in text. They can use Attensity’s statistical offering to understand the general occurrence and
      magnitude of issues. And they can use Attensity’s patented linguistic approach to gain a rich,
      actionable understanding of feedback. Figure 7 illustrates the Attensity text extraction process.

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 ATTENSITY PRIVATE
1 Unstructured Data                   2 Fact Extraction                         3 Analyze                         Answer business                     FIGURE 7
                                                                                                                                                             ATTENSITY’S TEXT
                                                                                                                      questions hidden in text               EXTRACTION PROCESS
                                                                                                                           Are customer satisfied            Attensity extracts facts
          Surveys, emails,                                                                                                with our service? Why not?         from your text providing
                                                                                                                                                             answers to key business
            web forms,
                                                                                                                         Will customers recommend            questions, once hidden
         service notes, etc.
                                                                                                                             you to others? Why?             in text
                                                  Attensity                       BI Applications
                                             Extracts Facts from Text            Attensity for Text Discovery              Are we offering the right
                                             and Relationalizes Them                     and Analysis                        products & services?
                                                                                               •
                                                                                 Business Intelligence and
                                                                                                                          How do people feel about
                                                                                   Modeling Applications
                                                    Data                            for Cross Business
                                                                                                                          the services we provide?
                                                  Warehouse                       Reporting and Analytics

    Attensity offers three linguistic approaches to text analytics, each of which is designed for a specific goal:
    • Entity extraction identifies entities or pre-defined lists of words or phrases about people, places or things.
    • Targeted event extraction mines predefined event specific roles or themes — cause and effect from text.
    • Exhaustive fact extraction automatically extracts facts — events, actions, things and behaviors from text — without pre-definition.

    While targeted event extraction offers the richest results with the greatest potential reduction of linguistic expression, it also
    requires the most implementation effort. By definition, this technique assumes that the organization has identified which events
    (such as product or service issues) the system should extract. Event definitions enable a wide range of linguistic expressions to
    be mapped to a standard set of events and attributes.

    Other events, such as emerging customer issues, cannot be pre-defined because analysts won’t have enough pre-existing data
    to be aware of the problem. In those cases, Attensity’s patented Exhaustive Extraction™ approach is a uniquely valuable
    mechanism supporting exploration and discovery. Because this approach requires no event definitions, the burdensome and
    time-consuming task of specifying each event is virtually non-existent.

    Figure 8 highlights the breadth of Attensity’s key extraction capabilities in the illustration’s Attensity Server tier. Attensity offers the
    widest breath of text extraction approaches to meet the many needs of customer feedback analysis discussed in this paper. The
    diagram also highlights Attensity’s business user applications, dashboards and views.

         Sentiment                Net              Product Quality             Customer                                                         FIGURE 8 The Attensity Automated
                                                                                                          Provides VOC Analytics                Customer Feedback Application
        Satisfaction &         Promoter            & New Product               & Market
                                                                                                          Dashboards & Views
          Analytics            Analytics           Intro Analytics               Buzz

                                                                                                          Includes Business User
                         EXPLORE : VOC                 SEARCH : VOC                                       VOC Applications

                                    Industry Standard
                                                                                                          Populates a Data Warehouse/
                                   Relational Databases                                                   Mart & Fuses Text Facts with
          HP     Oracle Teradata                                IBM      Microsoft MySQL                  Structured Data

                                                                  MODEL FACTORY                           Populates Predictive Models
                                                                                                          with Facts from Text
               Exhaustive™               Targeted                       Statistical

                                    Attensity Server                                                      Processes the Voice of the
                                                                                                          Customer via Patented
                                   Semantic Voice Engine                                                  Text Extraction Engines
                         Voice of the Customer (VOC) Domain

      CUSTOMER FEEDBACK CHANNELS

                                                                                                          Analyzes a Wide-Range of
                                                                                                          Customer Data Sources
       Email        Surveys          Chats       Blogs, Web        Customer           Repair
                                                   Forums        Service Notes        Notes

ATTENSITY WHITE PAPER                              Unleashing the Voice of the Customer                                                                                            12

ATTENSITY PRIVATE
Attensity’s Voice of the Customer Domain
    Attensity’s Voice of the Customer Domain is the culmination of research and real-world data combined to create a foundation for
    Attensity to accurately extract information from customer feedback. It includes common terms, abbreviations, morphologies,
    classification, and category sets for capturing customer opinions and experiences. Unstructured feedback data runs through
    Attensity’s customer domain-driven engines to mine facts from customer feedback that are easy to understand and analyze.
    Automatic categorization of feedback enables analysts to rapidly and accurately find trends and themes in mountains of
    unstructured feedback. Attensity also organizes the output so managers have a construct for looking at feedback over time.
    Out of the box, some supported categories include:
    • Positive and negative communication
    • Positive and negative sentiment
    • Positive and negative responses at the product and service level
    • Requests for information about opening an account, ordering goods and payments
    • Return and discount requests and issues
    • Types of goodwill gestures
    • Positive and negative staff feedback
    • Follow-up, action requested, cry for help

    Attensity’s Semantic Voice Engine
    The Attensity VoC solution also includes Attensity’s Semantic Voice engine, which is tuned to accurately identify the many voices
    a customer uses when articulating feedback. The engine provides additional information about the tone of the feedback, which
    is critical for getting an accurate picture of what the customer is trying to say. Attensity’s Semantic Voice Engine provides
    companies crucial insights into their data as it can be used to distinguish information that would be lost in any non-linguistic
    based method of text analysis. Attensity has built into its engine the most robust set of voices in the industry which enables it to
    provide in-depth customer feedback analysis, making the application a leading offering for customer feedback analysis.

    Attensity’s Model Factory™
    Someone analyzing a single piece of feedback, such as an email or the text fields in a survey response, can easily detect the
    written clues about customer’s potential to churn, return products, promote the company, or expand their relationship with the
    company. However, a single person can hardly be expected to parse and process the thousands upon thousands of customer
    comments, requests, or demands large organizations collect monthly. In those cases, analysts may never find the clues hiding in
    their verbatim feedback. Attensity’s Model Factory makes these unstructured indicators available to customer segmentation and
    predictive models. Attensity’s Model Factory is a tool that promotes facts, variables, and flags to predictive and other statistical
    models for use in churn, segmentation, and other predictive analytics.

    Attensity’s Voice of the Customer Analytic Dashboards and Views
    The cornerstone of Attensity’s Automated Customer Feedback Application is the Voice of the Customer analytics tools that offer
    business managers and feedback analysts rich and actionable information about customers. Attensity’s Voice of the Customer
    analytic dashboards and views include:
    • Critical customer feedback data on customer sentiment, customer satisfaction, Net Promoter details, new product
       introduction facts and more
    • Automated alerts that notify customer feedback analysts, service representatives, marketers, and other constituents about
       emerging issues, problem areas, or any important information they choose to receive
    • The ability to analyze unstructured feedback in conjunction with structured data including specific customers, customer
       segments, products, and more to paint a complete picture of a customer’s characteristics and behaviors in conjunction with
       their thoughts and opinions
    • Easy drill-through access to underlying verbatim text for additional context as required by the analyst

ATTENSITY WHITE PAPER                  Unleashing the Voice of the Customer                                                                13

ATTENSITY PRIVATE
Attensity offers views and dashboards for analysts and managers
       that cover some key questions companies want to understand
       out of customer feedback. They are focused on providing
       actionable information so managers can clearly see strong and
       weak points, major issues and areas for improvement, and more.
       These views and dashboards include:

       • Customer Satisfaction and Sentiment
         – Customer sentiment detail by products, services, customer
           segments and any available structured fields
         – Churn: identification of churn indicators and information
           around how many and which customers are potentially
           going to churn
         – Cries for help: topic areas where customers are asking for
           some immediate action                                           FIGURE 9 ATTENSITY AUTOMATED CUSTOMER FEEDBACK
       • Net Promoter7                                                     APPLICATION EXAMPLE DASHBOARD Attensity provides
                                                                           dashboard views of the insight extracted from verbatim customer
         – Promoter and detractor sentiment and why
                                                                           feedback, surveys, blogs, email, service notes, and more.
         – Promoter and detractor themes, related issue root cause
       • Product Quality and New Product Introduction
         – Product introduction: general sentiment about new products, requests for new features, and issues with the new offering
         – Product issues: information about top product issues including reliability, defects, and safety issues
         – Early warning and alerts: early notification on new product issues and specifics around the issues
       • Customer and Market Buzz
         – Initial buzz: early views on the market chatter about new products and services, typically derived from blogs and
            online forums
         – Marketing messages: feedback regarding marketing messages and positioning from the customer

VIII   CONCLUSION
       Customer feedback contains critical information needed to drive businesses. Information flows into organizations through many
       channels and to many functional departments. The vast majority of it is unstructured prose contained in service notes, emails,
       survey responses, blogs, and more. Getting a complete picture of customer sentiment, product, and service issues as well as
       general customer satisfaction is a serious challenge. Technology is evolving to the point where companies can now effectively
       and efficiently gain significant value by driving business strategy and competitive differentiation through the analysis of large vol-
       umes of unstructured feedback data coming from these multiple sources. The power of this untapped reservoir of mission-critical
       information is resulting in many market leaders forming customer feedback organizations as strategic operating units. These
       newly formed organizations are playing a significant role in driving an organization’s strategy tied to products, services, markets,
       communications, and employees.

       Many different approaches can be applied to understanding unstructured customer feedback. The most common approaches
       are search, statistical, and linguistic analysis. Understanding the true “voice of the customer” typically requires a combination of
       each of these approaches. While each approach has benefits and is appropriate for achieving different goals, natural language
       processing (NLP) provides the only means for understanding the underlying “why” around a customer’s feedback and resulting
       actionable information. Attensity’s Automated Customer Feedback Application offers all of the key elements required to under-
       stand, analyze, and communicate VoC findings and is based on Attensity’s core technology platform, which combines search and
       statistical methods with an NLP engine that provides companies with a deep and actionable understanding of customer feedback.

       Reichheld, Fred. The Ultimate Question: Driving Good Profits and True Growth. Boston, MA, HBS Press, 2006. pp 6-7.
       7

  Attensity’s text analytics software rapidly and accurately transforms unstructured data into valuable, actionable information. Global enterprises and government
  agencies automatically extract all the facts from freeform text, integrate these facts with structured data and leverage the fused data set to make decisions using
  Attensity’s text analytics suite. The company's patented Exhaustive Extraction technology enables investigators, analysts, managers and executives to speed
  detection and response to critical events and issues related to intelligence analysis, insurance claims analytics, service and warranty analysis, customer care,
  anti-money laundering and fraud detection. Attensity teams with Hewlett Packard, Business Objects, IBM and Teradata to offer comprehensive solutions integrated
  with data warehousing and business intelligence systems. Attensity is a 2007 winner of the Red Herring 100 North America award, an honor reserved for top private
  technology companies. The company is headquartered in Palo Alto, Calif. with a technology center in Salt Lake City, Utah. More information is at www.attensity.com.

  Corporate Headquarters               3600 West Bayshore Road, Suite 200 • Palo Alto, CA 94303                             Phone: (650) 433-1700                     Fax: (650) 433-1799
  Technology Center                    440 West 200 South, Suite 450 • Salt Lake City, UT 84101                             Phone: (801) 532-1125                     Fax: (801) 532-1164
  Government Systems                   8400 Westpark Drive, Suite 100 • McLean, VA 22101                                    Phone: (650) 433-1712                     Fax: (650) 433-1799

                                                                                                                            © 2007. All rights reserved. Attensity, Exhaustive Extraction and the Attensity
                                                                                                                            logo are trademarks of Attensity Corporation. All other company or product
                                                                                                                            names may be trademarks and/or registered trademarks of their respective
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