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Engage 2013Interaction Process AutomationCommunications-Based Process Automation
www.inin.com
©2012 Interactive Intelligence Group Inc.
Impact of Inefficient Processes
Manager / Supervisor
Management by spreadsheet
No visibility into task or process status
Delays with work hand-off within or across
departments
Employee“App-Hopping” to copy/paste between multiple applications
Manual communication updates with customers
Cherry picking or “pulling” work
Customer“Silo-ed” organization
Inaccessible informationNo status updates
Forgotten follow-upsErrors, re-work, delays
www.inin.com
©2012 Interactive Intelligence Group Inc.
The Inefficiency Culprits
www.inin.com
©2012 Interactive Intelligence Group Inc.
Overcoming Process Obstacles
• Many manual processes (email, paper, spreadsheets)• Disparate systems – not tied together• Reactive and not proactive• Aging workforce - can help prevent “drain brain”• Need to exceed demands and expectations of customers• Inability to track process • Break down silos and increase collaboration
www.inin.com
©2012 Interactive Intelligence Group Inc.
Streamlining Business Processes
Process Control & Accuracy
Accelerate Completion Times
Process Metrics Communications-based
www.inin.com
©2012 Interactive Intelligence Group Inc.
Interaction Process Automation
IPA
Process Modeling
User Work Items
Process Monitoring
Process Reporting
www.inin.com
©2012 Interactive Intelligence Group Inc.
Key Concepts of Efficient Processes
• Consistent approach to handling processes
• Proactive outbound customer notificationoAutomatic call, email, text
• Automatic escalation to meet service goals
• System “presence” to understand who’s available
• Real-time supervisory functions
• Reporting to provide process audit trail
How It WorksInteraction Process Automation
www.inin.com
©2012 Interactive Intelligence Group Inc.
Visually Lay Out the Process Flow
www.inin.com
©2012 Interactive Intelligence Group Inc.
Unified Environment
Users receive work in My Work Items tab, in the same interface used for interactions
www.inin.com
©2012 Interactive Intelligence Group Inc.
Work Item Examples
www.inin.com
©2012 Interactive Intelligence Group Inc.
A single application layer unifies systems
Interaction Process Automation™ (IPA)
Document Management
CRM
Accurate WorkDistribution
User PresenceMonitoring, Alerting
& ReportingEase of Process
ModificationIntegrated Communications
MS Exchange
Core Processing
Systems
BPMS
www.inin.com
©2012 Interactive Intelligence Group Inc.
Ease of integration
Web Services
DatabaseActions
Standard Email
Platforms
EmbeddedBrowser / Links in Work Items
Handlers
Configurable integration options to leverage core business systems
www.inin.com
©2012 Interactive Intelligence Group Inc.
• Link to SharePoint Content from IPA Work Item
• Imbed SharePoint Content in IPA Work ItemoForms, Images, Excel/InfoPath/Word or other docs supported
by Office Web Applications
• Launch IPA Process when a list or document library is updated
• Push content into SharePoint from an IPA Process
SharePoint Integrations
www.inin.com
©2012 Interactive Intelligence Group Inc.
• Processes can be automatically initiated from various forms of communication or event triggers
• IVR• Email• Fax• Web Form• SharePoint• Existing Apps
• Implement consistent processes regardless of how the process is initiated
Automatically Launch Processes
1 2 3
AutomaticWork
Distribution
www.inin.com
©2012 Interactive Intelligence Group Inc.
Proven Routing Technology Applied to BPA
Presence
Skill
Priority
Priority: work is queued and routed to improve
productivity
Skill: assures the right work gets to the right person Presence: shows
availability for a work assignment to speed
processing time
*The key to gaining process efficiency is intelligently
“pushing” work vs. manual cherry picking
Innovation • Experience • Value
www.inin.com
©2009 Interactive Intelligence, Inc.
Communications-Based Process Automation
o Unified environment for handling communications and process flow
o Send automatic customer or internal notifications during processo Emailo Text (SMS)o Phone Call
o Associate communications and processes together
o Single point of Administration for CIC & IPA
o Ease of user training
o No additional hardware…simply turned on by licensing (3.0 SU8 +)
www.inin.com
©2012 Interactive Intelligence Group Inc.
Increased Visibility & Reporting
Results-oriented process tracking• Identify bottlenecks, gaps in the process• Proactively manage service levels
oReduce overall cycle timeo Improve overall throughput
• Staffing accuracy• Improve quality • Roll out pay by performance initiatives
*You can’t fix the problem if it can’t be identified
www.inin.com
©2012 Interactive Intelligence Group Inc.
Real-time Monitoring
Real-time monitoring of running processesView details of a particular process
www.inin.com
©2012 Interactive Intelligence Group Inc.
Process Reporting
Business Benefits – Customer ExamplesInteraction Process Automation
www.inin.com
©2012 Interactive Intelligence Group Inc.
• More consistent process handling• Increase in efficiency (25% - 700%)• Reduction in training time (Up to 50%)• Reduction in materials• Faster customer response time• Improved customer service• Reduction in customer complaints• Increased real-time process visibility • Enhanced process reporting and performance tracking
Business Benefits – Customer Examples
Innovation • Experience • Value
www.inin.com
©2009 Interactive Intelligence, Inc.
Insurance
*Policy Enrollment
*Underwriting
*Claims Processing
*Sales Lead Management
Financial
*Loan Processing
*Refinancing
*Loss Mitigation
(Foreclosures)
*Loan Inquiry Follow-up
*Cross Selling Process
Healthcare
*Appointment Reminders
*Procedure Follow-ups
*Patient Transfer
*Patient Physician Requests
*After Hours On-Call
*Patient Monitoring
Utilities
*Service Connect & Disconnect
*Customer Service Requests
*Customer Outage Notifications
*Customer Billing
Vertical Specific Processes
www.inin.com
©2012 Interactive Intelligence Group Inc.
Marketplace.inin.com
Interactive Intelligence MarketPlace℠ is an e-commerce website
Process Templates:• Employee On-Boarding• Employee Reviews • Employee Coaching• Scoring of Recordings• Customer Complaints• Survey follow-up• Cell Phone (TCPA) Process• Student Enrollment• New Account Opening
…and many more!
www.inin.com
©2012 Interactive Intelligence Group Inc.
• High-level process control - enables existing applications to work together (e.g. ERP, CRM, SFA, core business/processing systems)o Leverage investments and increase process speed, quality and
effectiveness
• Role-specific user interfaces - simplify and unify the desktopo Enable employees to increase productivity and better serve customers
• Intuitive graphical design interface - enables rapid configuration and adaptation of processes and user interfaces by business analysts o Reduce IT costs and time-to-market
• Real-time visibility and control of processes – via skills-based routing, presence, monitoring, alerting and reporting o Improve operational efficiencies and quality.
Interaction Process Automation Summary