Hello Customer Service World From Forrester Research

Blog post info and actions

Blog post body

Hello customer service world – I’ve just joined at Forrester Research, responsible for customer service and call center business processes. I’ll be watching the customer service vendors – both the traditional multichannel ones as well as the new social/community ones. I’ll be working with clients to justify new customer service projects and to recommend best practice adoption as well as sharing my thoughts and opinions of the impact of the customer service experience on your brand.

Even though I am new to Forrester, I am not new to customer service, having spent years at KANA and as a regular contributor to the CRM magazine and blog-sphere.

One topic that has interested me is how the customer service manager must balance the needs of his ever-evolving customer with the economic constraints imposed on him by the business. Customers today demand instant service on-the-go, and are quick to voice their displeasure when service doesn’t meet their expectations. And in this world of social media, this displeasure is easily amplified, which can negatively impact your business.

So what are the tools and business processes that a service manager must embrace to be successful? New knowledge tools? New delivery channels for the mobile customer or the impatient one? More process in the front office to help standardize the experience? A better cross-channel customer experience? More sophisticated analytics to microtarget your customer?

I know there are a lot more answers to this question. I hope you will start reading my blog, offer your suggestions and feedback, and pass on a good word if you like what you see. I look forward to your insights.

Categories:

Business Process Professionals: A Newly Emerging Career Field In Search Of Skills Development

Blog post info and actions

Blog post body

Connie Moore

I've been thinking a lot recently about business process skills development because it's such a big need in organizations that are moving to BPM initiatives. I’m also presenting on this topic at Forrester’s upcoming Business Process And Application Development Forum in Washington DC, October 7-8. I’d love to hear your thoughts on this issue; your feedback will help me develop a better presentation.  (If you haven’t registered already, call our Events Team at +1 617.613.5905. We’d love to see you there!)

With the growing acceptance of business process management (BPM) methodologies for continuously improving business processes (Lean, Six Sigma, and TQM) and the mainstream adoption of technologies like BPM suites, business process modeling, and business rules, a new career field has emerged with significant impact and potential for both IT and the business. In fact, people in this career field live at the intersection of business and IT. In large part, they are business people who use management disciplines and business process technology to drive continuous improvement, process innovation, business optimization, and even business transformation in their organizations. At Forrester, we call these individuals “business process professionals”.

Based on in-depth interviews conducted last year, we grouped business process professionals into five categories or cohorts:

Read more

What Is An "Unconference"? Please Weigh In On Topic Choices.

Blog post info and actions

Blog post body

Paul Hamerman

At Forrester's Business Process And Application Delivery Forum, October 7 and 8 in National Harbor, MD , we are holding a session called an "unconference" in the Business Process content track (there is also an unconference for the Application Development and Delivery track).

What is an "unconference"? you may ask. It's a session where the attendees are the presenters.  Here is how the session is described on our event site:

"Unconferences are the coolest thing going in conferences, having taken a page out of the Web 2.0 and social networking world. Here’s how it works: Upon arriving at the Forum, attendees can vote for one of these three topics: 1) the future of packaged apps; 2) the future of BPM, or 3) the role of Social Computing in business processes. Once the winning topic is announced, then it’s your turn to sign up to speak at the session. Yes, that’s right — you are the speakers! Those passionate about the topic will each have 3 minutes to discuss the topic and offer a conclusion. It should be a lot of fun, quite democratic, and full of interesting points of view. "

We need your help, whether you have already signed up to attend, considering it, or just learning about the event. What we would like you to do is select the topic that you are most interested in discussing with your peers. It only takes a minute. Vote here:

http://deploy.ztelligence.com/start/index.jsp?PIN=15Y6Y9D79ZL6V.

From the online survey, we will identify the most popular topics and present them to attendees for final selection. Thanks for your help, hope to see you at the Forum.

TechniData Capabilities Will Fuel SAP’s On-Demand Sustainability Strategy

Blog post info and actions

Blog post body

Alexander Peters, Ph.D.

As announced in April, SAP told us this week that it formally completed the acquisition of its longtime partner TechniData — a 500-employee company headquartered in Germany with a presence in both Asia and the United States. TechniData provides sustainability solutions in three areas: 1) health and safety; 2) product safety;  and 3) environmental compliance — for example, process consulting, software services, information on regulatory content, and managed services for EU’s REACH regulation.

Forrester Senior Analyst Holger Kisker and I had the opportunity to talk recently with Jürgen Schwab, the former chairman and CEO of TechniData; Marty Etzel, SAP’s VP of Sustainability Solutions; and Dieter Hässlein, SAP’s VP of Solutions Management for Environmental Health & Safety (EH&S). They told us that SAP has created a sustainability consulting hub accommodating more than 100 consultants, including the former TechniData staff, to support SAP’s sustainability strategy. They also explained the reasons for the acquisition: 1) focusing on content as an integral part of SAP’s sustainability strategy; 2) expanding and refining SAP’s expertise and customer base both beyond the chemicals industry and geographically, as well, in particular in Asia; and 3) improving the capabilities of SAP’s current preconfigured sustainability-related solutions.

Read more

Not All In-Memory Analytics Tools Are Created Equal

Blog post info and actions

Blog post body

Boris Evelson

I get many questions from clients interested in evaluating different in-memory technologies. My first advice is not to mix apples and oranges and clearly understand the differences between in-memory indexes, in-memory OLAP, in-memory ROLAP, in-memory spreadsheets, and other approaches. See more details in my recent blog entry "I forget: what's in-memory?" to understand the differences. Then once you zero in on a particular segment, you can indeed do an apples-to-apples comparison. Let's say we pick the category of in-memory associative indexes, which would include Microsoft PowerPivot, QlikTech, and TIBCO Spotfire. We also sometimes run across Advizor Solutions, but typically in smaller clients (and we do not include them in The Forrester Wave™ process). I recommend a three-step approach to compare these four tools:

  1. First, compare all of the commodity features of the vendors and tools like data integration and portal integration, operational features like administration, security, and others. You can leverage the detailed evaluation behind our slightly outdated 2008 BI Forrester Wave, if you are in a hurry, or you can wait for another month or so and the 2010 update will be published (it's in the last stages of editing at this point). Or if you are a Forrester IT client — not a vendor — client, send me a note and I'll share a draft preview with you.
Read more

Six Benchmarks To Help Scope Your CRM Project

Blog post info and actions

Blog post body

William Band

Every year, I get hundreds of inquiries about CRM business process project strategy and technology selection: “How many solutions should we look at? What criteria should we use to evaluate the vendors? How much do the solutions cost? Who should lead the implementation project? How long will it take to deploy the solution? How likely are we to achieve the business results we are targeting? What pitfalls do we have to watch out for?”

I just published a report based on a survey of 99 companies that provides answers to many of these questions. Here are some of the highlights:

  • Customer service is the top priority. The most commonly used functionalities in CRM suites are customer service (67%) and sales force automation (66%) modules. Half of the companies are currently using marketing (56%) and customer data management (53%) modules; 35% are using customer analytics.
  • Flexibility, business fit, and process workflow are critical. More than half (53%) include the “flexibility and adaptability” of the application as one of the top three criteria in choosing a CRM solution. Forty-eight percent include “fit with business requirements” in their top three purchase criteria. Also important are: architecture alignment (31%), business process workflow (29%), fast deployment (26%), and scalability of application (26%).
  • CRM solution costs are not trivial. Thirty-six percent reported that they spent less than $250,000 on CRM software licenses, but 23% said they spent more than $1 million.
Read more

Key Data Analytics Projects For Building Your Process Optimization Program

Blog post info and actions

Blog post body

James Kobielus

Rome was not reinvented in a day. Your enterprise business processes won’t turn around overnight either. You’ll need to re-engineer processes while you continue to run an ongoing business concern — albeit one with many buried layers, some splendid ruins, and many construction projects that cause never-ending traffic snarls.

Business process optimization is not a project you can deliver in a fortnight, nor is it a specific architecture or business model. Rather, it’s an ongoing program under which you implement various transformative technical projects in order to enable greater agility, efficiency, and effectiveness throughout key processes.

What are the key components of a business process optimization program? Forrester recommends that you establish an ongoing initiative that involves all business stakeholders, at all levels in the organization. Just as important, you will need to establish tight collaboration between business stakeholders and the myriad change agents, business architects, process architects, business analysts, data stewards, and analytics professionals upon which the success of your optimization efforts depends.

Enterprises should establish cross-functional programs under which to prioritize business process optimization projects around the following key pillars:

Read more

The Forrester Wave™: BPM Suites, Q3 2010 — BPM Suites Deliver Broad Support For Business-Led Process Transformation

Blog post info and actions

Blog post body

Clay Richardson

Over the past decade, BPM suites promised to put the business in the driver’s seat for delivering process improvement to the enterprise. However, most of these promises fell flat, relegating the business to participate as backseat drivers directing IT on how best to steer process improvement. 

In the latest update to our BPM suites Forrester Wave report, Forrester evaluated 11 leading vendors against 148 product feature, platform, and market presence criteria. The Forrester Wave provided a head-to-head comparison of which BPM suites best support the needs of comprehensive process improvement programs that demand tight collaboration and coordination across business and IT stakeholders. Here's a sneak peek at the findings from our new report, "The Forrester Wave: Business Process Management Suites, Q3 2010".

Read more

Top 12 Evaluation Criteria For CRM Professional Services Selection

Blog post info and actions

Blog post body

William Band

I get a lot of inquiries asking me to name the best CRM professional services providers (PSPs). Business and IT managers worry about the cost and risk of failure when engaging consultants and systems integrators to improve the performance of their mission-critical customer-facing business processes.

Organizations entrust PSPs with important tasks – not just "screwing in software.” In a survey of 119 companies I did a few years ago: nearly 28% used PSPs to help develop their strategic vision for CRM, 42% used PSPs for defining business objectives for CRM, 44% for aligning business processes with the CRM strategy, and 56% to define the conceptual design for CRM technology solutions. PSPs were used by 60% of enterprises to establish detailed design requirements and by 64% to implement CRM solutions.

However, there are huge risks to working productively with CRM consulting or systems integration providers. In the same study, I found that four out of 10 would not recommend their CRM PSP to others after the work was completed.

I recommend that you use 12 evaluation criteria to increase your odds of success. How well does your CRM PSP stack up against these standards?

Read more

IBM Acquires Datacap: Rabbit Punch To Kofax And EMC

Blog post info and actions

Blog post body

Craig Le Clair

You might think summer would be a good time to give acquisitions a break - to let things settle a bit. But the pace of key acquisitions continues and many deserve comment. Datacap, as we all know, is not new to IBM having many - probably 20 - joint customers. This helps shore up IBM's already packed ECM portfolio - which depended for capture on Kofax - and other partners like Datacap. The original capture assets, acquired with FileNet, were adequate but lacked forms processing and a distributed capture strategy. This acquisition plugs those gaps but more importantly provides a needed platform to overlay IBM's suite of analytics products to improve business processes with metadata extraction, document classification, and ultimately to bring text analytics to transactional business processes. Advanced capture will also help IBM in advancing areas of dynamic case management and medical records.    

Read more