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Beyond Convergence:
Connection and Collaboration
President and CEO, Avaya Inc.
Kevin J. Kennedy
Context
Context
Context: Clarity of purpose matters
Not to Be Forgotten
Context: Our mission is unforgettable, serving enterprises
in the course of the essential and aspirational
NYC 311
• Response Agent: ~300
• Typical day: 55,000calls/day
• During Hurricane Sandy: 250K-300K calls/day
MTA
• 18 Radvision Scopia® virtual desktop war rooms set
up for executive staff at the MTA
• Over 1,000 hours of usage were logged in 3 days
From around the World
Top of Mind
Opportunity: Enable customers to navigate important industry transitions
Industry Initiatives Consumer Momentum
Next Wave
Productivity
SIP, Video
Enterprise:
Purpose Driven
Software Delivered
Consumerization
of Enterprise
BYOD, Mobile
Consumer
On-Ramp / Off-Ramp
Scale, Channels, Analytics
Application Driven
Network
Security & Integration
Virtualization
Cloud
WebRTC
Emerging Forces in Communications
SIP
1. Four forces
2. Markets will grow and overlap
3. Proprietary will yield
to open over time
4. Middleware will enable
coherence and support
5. WebRTC: On-ramp / Off-ramp
Application
Expressed
Communication
(Publish / Subscribe,
FaceBook)
Communication
Infrastructure
(Real time, switches,
store / forward)
Communication
Application
(Twitter)
Communication-
Enabled Business
Process (CEBP)
(SFDC, Oracle, SAP
integration)
Unified multi-channel communications via middleware
Risk
Complexity & Productivity
Capability
Value
Extensibility and Speed
Operational Challenges
• Proprietary divides
• Choices & dilemmas
• Integrations (vendor & generational)
• Interoperability
• Administrative burden
• Confluence of dependency
• Duration
• Surprise of aging assets
Hierarchy of PursuitComplexity of Transition
Includes but not limited to . . .
Avaya’s Opportunity
A software company focused on
customer support and clear product stack differentiation
Avaya’s Opportunity
A software company focused on
customer support and clear product stack differentiation
Avaya’s Focus
Maintenance
and Managed
Services
NetworkingInfrastructure
Contact
Center
Clients and
Devices
To be the preferred provider of open mobile enterprise collaboration platforms
Avaya’s Focus
To be the preferred provider of open mobile enterprise collaboration platforms
• Operations Services
• Advanced Diagnostics & Methods
• Tools and Probes
• Expertise and Published Solutions
• Software Support Services
• Professional Services
Enterprise Collaboration Platforms
• Access Control / BYOD
• End-to-End Multi-tenant Virtualization
• Resilient SPB
• Application Configured Networks
• Ethernet Switching & Routing
• Wireless Networks
Enterprise Collaboration Platforms
InteropNet 2013: Unbreakable! Avaya Fabric Connect Delivers on All Fronts
“ ”
Four system engineers completed the network installation in three days –
1/10 the resources of previous events . . .
“
”
• Low Bandwidth / High Definition Video Collaboration
• Unified Communications
• BYOD-enabled Collaboration and Mobility
• Session-enabled / Scaling
• Open stack
• Unified Integration / Collaboration Environment
Enterprise Collaboration Platforms
• WAN Optimization
• Video / Multi-Channel
• Performance Management
• Experience Management (assist & automate)
• Contact Center Awareness
• Analytics
Enterprise Collaboration Platforms
Enterprise Collaboration Platforms
• Mobile clients, desktop devices
• Video and conferencing
• Communication and messaging
Operational Defense
Purposeful Transition Leadership: Examples
• WAN Optimization
• Multi-Channel
• Avaya Operations Services
• Tools
• Identity Engines
• Top Rack Switching
• Avaya on Avaya
• BYOD
Risk
Complexity & Productivity
Capability
Value
Extensibility and Speed
Operational Offense
Purposeful Transition Leadership: Examples
• Tools and Probes
• Advanced Diagnostics
• Multi-Tenant Virtualization
• SPB / VLAN Scaling
• LB / HD UC & Collaboration
• Application Virtualization
• Avaya Speech Analytics
Risk
Complexity & Productivity
Capability
Value
Extensibility and Speed
Purposeful Transition Leadership: Examples
Operational Future
• Video Experience / Multi-Cast
– Scale
– Resilience
• Collaboration Environment
– Application Adoption
• Operational Deployment
• Collaboration Environment CC
– Application Adoption
– CC Functional Integration
• Experience Management
• Lowest Risk Migration
Extensibility and Speed
Risk
Complexity & Productivity
Capability
Value
Helping Customers Meet the Challenges
Solutions
• Innovation momentum
• Roadmaps for both legacy and new products
• Complexity reduction
‒ Pricing, license portability
Investment Flexibility
• CapEx to OpEx trend
• Virtualization
• Cloud models
Video
• Fully scalable, low bandwidth, HD
• Lower TCO
• Multi-channel collaboration experience
• Microsoft Lync® client
Leadership and Organization
• Single sales / go-to-market organization
• Video – integration & specialists
• New Collaboration organization
‒ Reflects technology evolution
• New CIO
Client Experience: Services
• Managed Services
• Support Services
• Web adoption
• Ease of doing business
Small and Medium Enterprise
• Significant TCO benefits on IP Office
• Affordable Radvision Scopia®---- solutions
• Legacy and new technology bridging
Business Drivers
Transformation of Customer Care
Why Is Customer Care Important for Business Performance?
Business Performance Satisfaction Metrics
Service Delivery Performance Productivity and Automation
Gross Margin Key Cost Drivers
Online chats
resolved in <1 hour
New knowledge
articles / month
Views of
instructional videos
4.3
points
Backlog
Time to Ticket
Resolution
56% 17%
Restored
in 2 Hours (ER)
25%
CSAT 14%
NPS 38% Employee
Engagement
12%
Top
Performer
Retention
97.9%
Attrition
18%
<10%
Phone
volume
Electronic
Solutions
34%
28%
83%
1,600
179K
27%
1 Avaya Certified Specialist gross margin comparison – Q2 2012 vs. Q1 2013
New Tools for Customer Support
New Approach
to Support
• Vision: Agents work on new
problems only
• Single web portal handles all
customer issues via chat , avatar,
voice, video – all available thru the
website
• Total service outages and
immediate escalation of issues
now enabled thru web buttons for
fast agent access
Web Talk and Web Video provide
multi-media collaborative support
Immediate publishing of known solutions
Provides Better, Faster and More Intuitive Support Options for Customers
Multimedia knowledge base
makes known solutions easily
available to users
Avatar (Ava) and live chat enable
on demand access to live agents
Managed Services
• Existing strong partnership with customer’s
contact center team
• Enterprise division targets cost reduction in
operational and support by 40%
• Maintain high level of customer service
and operational efficiency
• Complex multi-vendor environment
Before
52K
UC Ports
15K
CC Agents
16
Servers 33
Sites
Contact Center
National Wireless Provider
Managed Services
160K
UC Ports
47K
CC Agents
82
Servers
4.5K
Conf. Bridge
Ports
145
Sites
After
Cost Savings
• No large upfront payment
• +15% immediate savings
• +18% overall 3-year TCO improvement
Productivity
• Free up customer resources for critical
projects
Simplification / Relevance
• Same Avaya Management Services team
• Multi-vendor support
• Additional value-added services
+ Enterprise
National Wireless Provider
Contact Center
HD Video Conferencing
• Long decision time
• Confined to room-based video
communication
• Struggle with vendor equipment, support
and the lack of features
• Limited video collaboration
• Significant time and money spent on
travel-related meetings
Before
HD Video Conferencing
After
Productivity
• Decision time cuts down to 5 min
• Ease of use – Video use from 3 per quarter
to “through the roof”
• ROI on travel savings - Time and money
Reach
• Internal – Interviews, company-wide
meetings, team collaborations
• External – Sales, marketing, product
development, CEO mentorship program
Simplification / Relevance
• Better equipment and support
• Mobile / BYOD
• Personalized experience
Contact Center
• Expensive and difficult to manage multiple
and report on contact centers and remote
agents
• Separate work groups manage separate
channels
• Lack call back capability
Before
5 M inbound calls
250 M white mail
2 M emails
45 M+
Subscribers
500+
Publications
4 Contact Centers
250 onsite agents
45 remote agents
Contact Center
After
Cost Savings
• $200K per year in headcount
• $190K per year in support and
management of multiple systems
Productivity
• From 86% to 98%
• Avg. handle time decreased 30s per trans.
Simplification / Relevance
• Multi-channel capabilities
• In-depth real time end-to-end reporting
and analytics
• Extended services by home agents
• Call back and outbound dialing
Avaya, a Trusted Network Partner to
Bring the World Together
Olympic Teams
80
Reporters and Media
3K
Volunteers
25K
TV Viewers
3Billion
Live Spectators
Millions
Internet Customers
Billions
Olympic Athletes
5.5K
Officials and Scorekeepers
Thousands
MobileNetworking Video
The official converged network equipment supplier
for the Sochi 2014 Olympic Winter Games
IAUG and Avaya – The Power of We™
Avaya will continue to help our partners to meet their challenges
We value our relationship and partnership
The Avaya team wants to hear from you!
Solutions available today can deliver exceptional value
IAUG Converge2013 Avaya CEO Kevin Kennedy June 4 2013 Keynote

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IAUG Converge2013 Avaya CEO Kevin Kennedy June 4 2013 Keynote

  • 1. Beyond Convergence: Connection and Collaboration President and CEO, Avaya Inc. Kevin J. Kennedy
  • 3. Context Context: Clarity of purpose matters
  • 4. Not to Be Forgotten Context: Our mission is unforgettable, serving enterprises in the course of the essential and aspirational NYC 311 • Response Agent: ~300 • Typical day: 55,000calls/day • During Hurricane Sandy: 250K-300K calls/day MTA • 18 Radvision Scopia® virtual desktop war rooms set up for executive staff at the MTA • Over 1,000 hours of usage were logged in 3 days
  • 5. From around the World Top of Mind Opportunity: Enable customers to navigate important industry transitions Industry Initiatives Consumer Momentum Next Wave Productivity SIP, Video Enterprise: Purpose Driven Software Delivered Consumerization of Enterprise BYOD, Mobile Consumer On-Ramp / Off-Ramp Scale, Channels, Analytics Application Driven Network Security & Integration Virtualization Cloud
  • 6. WebRTC Emerging Forces in Communications SIP 1. Four forces 2. Markets will grow and overlap 3. Proprietary will yield to open over time 4. Middleware will enable coherence and support 5. WebRTC: On-ramp / Off-ramp Application Expressed Communication (Publish / Subscribe, FaceBook) Communication Infrastructure (Real time, switches, store / forward) Communication Application (Twitter) Communication- Enabled Business Process (CEBP) (SFDC, Oracle, SAP integration) Unified multi-channel communications via middleware
  • 7. Risk Complexity & Productivity Capability Value Extensibility and Speed Operational Challenges • Proprietary divides • Choices & dilemmas • Integrations (vendor & generational) • Interoperability • Administrative burden • Confluence of dependency • Duration • Surprise of aging assets Hierarchy of PursuitComplexity of Transition Includes but not limited to . . .
  • 8. Avaya’s Opportunity A software company focused on customer support and clear product stack differentiation
  • 9. Avaya’s Opportunity A software company focused on customer support and clear product stack differentiation
  • 10. Avaya’s Focus Maintenance and Managed Services NetworkingInfrastructure Contact Center Clients and Devices To be the preferred provider of open mobile enterprise collaboration platforms
  • 11. Avaya’s Focus To be the preferred provider of open mobile enterprise collaboration platforms
  • 12. • Operations Services • Advanced Diagnostics & Methods • Tools and Probes • Expertise and Published Solutions • Software Support Services • Professional Services Enterprise Collaboration Platforms
  • 13. • Access Control / BYOD • End-to-End Multi-tenant Virtualization • Resilient SPB • Application Configured Networks • Ethernet Switching & Routing • Wireless Networks Enterprise Collaboration Platforms InteropNet 2013: Unbreakable! Avaya Fabric Connect Delivers on All Fronts “ ” Four system engineers completed the network installation in three days – 1/10 the resources of previous events . . . “ ”
  • 14. • Low Bandwidth / High Definition Video Collaboration • Unified Communications • BYOD-enabled Collaboration and Mobility • Session-enabled / Scaling • Open stack • Unified Integration / Collaboration Environment Enterprise Collaboration Platforms
  • 15. • WAN Optimization • Video / Multi-Channel • Performance Management • Experience Management (assist & automate) • Contact Center Awareness • Analytics Enterprise Collaboration Platforms
  • 16. Enterprise Collaboration Platforms • Mobile clients, desktop devices • Video and conferencing • Communication and messaging
  • 17. Operational Defense Purposeful Transition Leadership: Examples • WAN Optimization • Multi-Channel • Avaya Operations Services • Tools • Identity Engines • Top Rack Switching • Avaya on Avaya • BYOD Risk Complexity & Productivity Capability Value Extensibility and Speed
  • 18. Operational Offense Purposeful Transition Leadership: Examples • Tools and Probes • Advanced Diagnostics • Multi-Tenant Virtualization • SPB / VLAN Scaling • LB / HD UC & Collaboration • Application Virtualization • Avaya Speech Analytics Risk Complexity & Productivity Capability Value Extensibility and Speed
  • 19. Purposeful Transition Leadership: Examples Operational Future • Video Experience / Multi-Cast – Scale – Resilience • Collaboration Environment – Application Adoption • Operational Deployment • Collaboration Environment CC – Application Adoption – CC Functional Integration • Experience Management • Lowest Risk Migration Extensibility and Speed Risk Complexity & Productivity Capability Value
  • 20. Helping Customers Meet the Challenges Solutions • Innovation momentum • Roadmaps for both legacy and new products • Complexity reduction ‒ Pricing, license portability Investment Flexibility • CapEx to OpEx trend • Virtualization • Cloud models Video • Fully scalable, low bandwidth, HD • Lower TCO • Multi-channel collaboration experience • Microsoft Lync® client Leadership and Organization • Single sales / go-to-market organization • Video – integration & specialists • New Collaboration organization ‒ Reflects technology evolution • New CIO Client Experience: Services • Managed Services • Support Services • Web adoption • Ease of doing business Small and Medium Enterprise • Significant TCO benefits on IP Office • Affordable Radvision Scopia®---- solutions • Legacy and new technology bridging
  • 21. Business Drivers Transformation of Customer Care Why Is Customer Care Important for Business Performance? Business Performance Satisfaction Metrics Service Delivery Performance Productivity and Automation Gross Margin Key Cost Drivers Online chats resolved in <1 hour New knowledge articles / month Views of instructional videos 4.3 points Backlog Time to Ticket Resolution 56% 17% Restored in 2 Hours (ER) 25% CSAT 14% NPS 38% Employee Engagement 12% Top Performer Retention 97.9% Attrition 18% <10% Phone volume Electronic Solutions 34% 28% 83% 1,600 179K 27% 1 Avaya Certified Specialist gross margin comparison – Q2 2012 vs. Q1 2013
  • 22. New Tools for Customer Support New Approach to Support • Vision: Agents work on new problems only • Single web portal handles all customer issues via chat , avatar, voice, video – all available thru the website • Total service outages and immediate escalation of issues now enabled thru web buttons for fast agent access Web Talk and Web Video provide multi-media collaborative support Immediate publishing of known solutions Provides Better, Faster and More Intuitive Support Options for Customers Multimedia knowledge base makes known solutions easily available to users Avatar (Ava) and live chat enable on demand access to live agents
  • 23. Managed Services • Existing strong partnership with customer’s contact center team • Enterprise division targets cost reduction in operational and support by 40% • Maintain high level of customer service and operational efficiency • Complex multi-vendor environment Before 52K UC Ports 15K CC Agents 16 Servers 33 Sites Contact Center National Wireless Provider
  • 24. Managed Services 160K UC Ports 47K CC Agents 82 Servers 4.5K Conf. Bridge Ports 145 Sites After Cost Savings • No large upfront payment • +15% immediate savings • +18% overall 3-year TCO improvement Productivity • Free up customer resources for critical projects Simplification / Relevance • Same Avaya Management Services team • Multi-vendor support • Additional value-added services + Enterprise National Wireless Provider Contact Center
  • 25. HD Video Conferencing • Long decision time • Confined to room-based video communication • Struggle with vendor equipment, support and the lack of features • Limited video collaboration • Significant time and money spent on travel-related meetings Before
  • 26. HD Video Conferencing After Productivity • Decision time cuts down to 5 min • Ease of use – Video use from 3 per quarter to “through the roof” • ROI on travel savings - Time and money Reach • Internal – Interviews, company-wide meetings, team collaborations • External – Sales, marketing, product development, CEO mentorship program Simplification / Relevance • Better equipment and support • Mobile / BYOD • Personalized experience
  • 27. Contact Center • Expensive and difficult to manage multiple and report on contact centers and remote agents • Separate work groups manage separate channels • Lack call back capability Before 5 M inbound calls 250 M white mail 2 M emails 45 M+ Subscribers 500+ Publications 4 Contact Centers 250 onsite agents 45 remote agents
  • 28. Contact Center After Cost Savings • $200K per year in headcount • $190K per year in support and management of multiple systems Productivity • From 86% to 98% • Avg. handle time decreased 30s per trans. Simplification / Relevance • Multi-channel capabilities • In-depth real time end-to-end reporting and analytics • Extended services by home agents • Call back and outbound dialing
  • 29. Avaya, a Trusted Network Partner to Bring the World Together Olympic Teams 80 Reporters and Media 3K Volunteers 25K TV Viewers 3Billion Live Spectators Millions Internet Customers Billions Olympic Athletes 5.5K Officials and Scorekeepers Thousands MobileNetworking Video The official converged network equipment supplier for the Sochi 2014 Olympic Winter Games
  • 30. IAUG and Avaya – The Power of We™ Avaya will continue to help our partners to meet their challenges We value our relationship and partnership The Avaya team wants to hear from you! Solutions available today can deliver exceptional value

Editor's Notes

  1. NPS, CSAT, Backlog , Sev. 1 ER time to recovery improvements, attrition, Esat, margin improvement, (don’t show actual numbers for margin…this may go to customers)…phone volume reduction, Chat adoption, KM postings, # hits of video articles, AVA hits, ASA professionalish results (taking out unprofessional) SR time improvement, etc.
  2. BackgroundCustomer HQ in Bellevue, Washington. A national provider of wireless voice, messaging, and data services with possible reach to &gt; 290 million Americans. Approximately 36,000 employees. Customer ChallengesIT resources tied up managing day to day needs of their base UC and CC solutionInability to enhance competitive advantage by quickly shifting resources to critical leading edge projectsUnstable IT costsAvaya SolutionUnified Communication &amp; Contact Center Managed Services (3 Yr. Agreement)160K UC Ports47K CC Agents82 Servers4.5K Conference Bridge PortsAvaya provides a single point of contact solution for management of UC &amp; CC infrastructure. Allows customer and their IT Management teams time to focus on critical projects to grow their businessCompetitive DifferentiationFull multi-vendor supportCustomer-defined SLAsGlobally consistent deliveryFully ITIL-compliant processes and methodologyCustomer ValueLower and stable TCO, better resource utilization &amp; operational flexibilityThis customer has consistently acknowledged the excellent customer service provided by their local AOS Management Team. “We have established a strong partnership to promote potential growth opportunities within the existing [Customer] environment.”
  3. BackgroundCustomer HQ in Bellevue, Washington. A national provider of wireless voice, messaging, and data services with possible reach to &gt; 290 million Americans. Approximately 36,000 employees. Customer ChallengesIT resources tied up managing day to day needs of their base UC and CC solutionInability to enhance competitive advantage by quickly shifting resources to critical leading edge projectsUnstable IT costsAvaya SolutionUnified Communication &amp; Contact Center Managed Services (3 Yr. Agreement)160K UC Ports47K CC Agents82 Servers4.5K Conference Bridge PortsAvaya provides a single point of contact solution for management of UC &amp; CC infrastructure. Allows customer and their IT Management teams time to focus on critical projects to grow their businessCompetitive DifferentiationFull multi-vendor supportCustomer-defined SLAsGlobally consistent deliveryFully ITIL-compliant processes and methodologyCustomer ValueLower and stable TCO, better resource utilization &amp; operational flexibilityThis customer has consistently acknowledged the excellent customer service provided by their local AOS Management Team. “We have established a strong partnership to promote potential growth opportunities within the existing [Customer] environment.”
  4. Background:In Marysville, OHManufactures branded consumer products for lawn and garden careNationwide 9K+ employees busy season; 5K off seasonInternal vs. external calls - 3:1 Before:Started out at Scott’s using third party calls and paying as they went – $3K-$5K per callDecided to have their own bridge – Hired LifeSizeStruggled with LifeSize equipmentBroad room setupA LifeSize endpoint with some rear projection screensKey decisions takes 2+ weeks (very slow)Video collaboration:  3 times a quarter Avaya Solutions:Original plan was to trade in LifeSize bridge or upgrade firmwareEnded up buying a full MCU with desktop license – so 2 bridgesLifeSize – poor support, the features they were sold on didn’t existTo the point where they won’t help b/c they’d say, ‘oh that’s the Radvision bridge…’ that they OEMdEnded up moving to Radvision- many more features (Robin:  Do they still have 2 bridges?  Are everything is RAD now?)Equipment:Radvision endpoints:  ~10LifeSize endpoints:  32Polycom endpoints:  Some~ 200 virtual rooms administered in Scopia iVew.  Values &amp; BenefitsVideo collaboration:  “Thru the roof” from 3/Qtr  (Do we have #s?)Set up “situational awareness room” (war room) – 1.5 years ago18 46” LCD monitors on the wallLarge video conferences (8-16 participants) a dozen times a weekMeetings:  Cross functional; executives; cross theaters (EMEA, Canada, APAC)Decision making time cut from 2 weeks to 5 minutesHuge successfulBuilding a second one to be used at lower intensity / level but as a secondarySame campus building.  Right now the first one is always being used. HR interviews, marketing meetings, regular 1:1 and team meetingsHD is used for a lot of marketing artwork checks with agenciesOne IT director lives in Austin – they use his Marysville office with a TV so he’s there even when he’s not thereHe’s known as “Virtual Tom” in the companyOn screen 9-5 each dayHugh ROI on travel - they are more than paid for their investment (No data as they did not specific track opportunity cost on travel/video)Company-wide meetingsPresenting china team awards via video instead of flying them to HQ.SpeakersExternal Calls:Team with local Universities (Texas A&amp;M) on product developmentVideo with outside counsel for drought issues, mitigation issues, interviews, marketing agenciesCEO has mentors with other CEOs by using video callsCEO meets with clients/customers via video calls (Harvard university, crystal group, ajlaughly, etc.)Usually not the same person twice Future:More desktop video usage + sites that don’t have room systems - More sites comingLarger rollout with international business.Mobile piece is huge on the horizon - Possibly in two years will add an Elite Bridge. Use mobile on iPads for demosNeed to rebuild VPN add servers to DMZ to do that before it can really be done Potentially move to new aura licensing model when current lease expiresScopia iView integrates with google hangouts, facetime, etc. Testimony:CEO – likes having technology as long as it works.  Sat in a meeting.  Commented loudly how well it worked.He loves the video technology.His term of endearment was “good job, assholes” – which is a huge compliment from him.
  5. Background:In Marysville, OHManufactures branded consumer products for lawn and garden careNationwide 9K+ employees busy season; 5K off seasonInternal vs. external calls - 3:1 Before:Started out at Scott’s using third party calls and paying as they went – $3K-$5K per callDecided to have their own bridge – Hired LifeSizeStruggled with LifeSize equipmentBroad room setupA LifeSize endpoint with some rear projection screensKey decisions takes 2+ weeks (very slow)Video collaboration:  3 times a quarter Avaya Solutions:Original plan was to trade in LifeSize bridge or upgrade firmwareEnded up buying a full MCU with desktop license – so 2 bridgesLifeSize – poor support, the features they were sold on didn’t existTo the point where they won’t help b/c they’d say, ‘oh that’s the Radvision bridge…’ that they OEMdEnded up moving to Radvision- many more features (Robin:  Do they still have 2 bridges?  Are everything is RAD now?)Equipment:Radvision endpoints:  ~10LifeSize endpoints:  32Polycom endpoints:  Some~ 200 virtual rooms administered in Scopia iVew.  Values &amp; BenefitsVideo collaboration:  “Thru the roof” from 3/Qtr  (Do we have #s?)Set up “situational awareness room” (war room) – 1.5 years ago18 46” LCD monitors on the wallLarge video conferences (8-16 participants) a dozen times a weekMeetings:  Cross functional; executives; cross theaters (EMEA, Canada, APAC)Decision making time cut from 2 weeks to 5 minutesHuge successfulBuilding a second one to be used at lower intensity / level but as a secondarySame campus building.  Right now the first one is always being used. HR interviews, marketing meetings, regular 1:1 and team meetingsHD is used for a lot of marketing artwork checks with agenciesOne IT director lives in Austin – they use his Marysville office with a TV so he’s there even when he’s not thereHe’s known as “Virtual Tom” in the companyOn screen 9-5 each dayHugh ROI on travel - they are more than paid for their investment (No data as they did not specific track opportunity cost on travel/video)Company-wide meetingsPresenting china team awards via video instead of flying them to HQ.SpeakersExternal Calls:Team with local Universities (Texas A&amp;M) on product developmentVideo with outside counsel for drought issues, mitigation issues, interviews, marketing agenciesCEO has mentors with other CEOs by using video callsCEO meets with clients/customers via video calls (Harvard university, crystal group, ajlaughly, etc.)Usually not the same person twice Future:More desktop video usage + sites that don’t have room systems - More sites comingLarger rollout with international business.Mobile piece is huge on the horizon - Possibly in two years will add an Elite Bridge. Use mobile on iPads for demosNeed to rebuild VPN add servers to DMZ to do that before it can really be done Potentially move to new aura licensing model when current lease expiresScopia iView integrates with google hangouts, facetime, etc. Testimony:CEO – likes having technology as long as it works.  Sat in a meeting.  Commented loudly how well it worked.He loves the video technology.His term of endearment was “good job, assholes” – which is a huge compliment from him.
  6. BackgroundMultiple mediums managed inefficiently – and manage an evolving space (moving to digital)Palm Coast Data handles over 500 publications with more than 45 million subscribersEach year they handle 4.5 million inbound phone calls 1.5 million e-mails and 250 million pieces of mail (invoices, renewals, gifts, and promotions)950 toll free numbers218 local numbers123 skill sets1117 email addresses250 CC agents45 remote agentsPain Points:Provide multimedia services and efficient contact performance for a wide range of clientsOperational inefficiencies to maintain competitive advantage as a contact center and fulfilment outsourcer - separate groups within the contact center to handle voice, e-mail, and other types of communicationsExpensive, Difficult to manage and report on, Multiple CCsSecurity issues with credit card compliance requirements (had to manually delete credit card info from emails – very labor intensive)Standalone email routing system that didn’t’ integrate with the call center.Huge amounts of paper mail that required manual sorting and handlingAvaya Solutions:Consolidation – moving from 4 CCs to one centralized location with extended services handled by home agents – driving significant cost efficienciesProductivity efficiency – having agents handle multiple contacts (Including voice, email, fax, web chat, SMS and scanned docs) with the ability to measure and manage through very detailed reporting – and offering complete service for their clientsAdded call back, remote overseas agents, and outbound dialing (all in a single system with a single agent desktop/reporting)Customer ValueConsolidation of call centers in Colorado, Illinois, and New York into one main contact center in FloridaExtended services now provided by numerous home agentsProductivity increased from 86% to almost 98% (a 12% increase) based on broad multimedia capabilities for blended agentsSavings of over $200,000 per year on additional staff to handle volume increases (absorb an increase of about 3,000 transactions per week during their busy holiday period without hiring additional staff)Reduction in support and management of multiple systems. Larger pool of agents to offer our clients. Greater features/functions/flexibility to offer our clients transactions. (Dollar support cost saving approx.. $ 80,000yr, system management reduction/savings approx. $110k yr)In-depth real-time reporting and analytics, with Remote Agent Observe functionality available to clients Competitive edge and customer satisfaction that results from offering a wide range of customized services made possible by Avaya Aura® Contact Center - provides comprehensive multimedia capabilities and major operational efficiencies E-mail, which arrives at a specific address or is initiated as a Web site transactionWeb chat, which is becoming a very important part of the contact center experience because of clients moving to digital content Scheduled call-back, which is a popular feature whereby Web site visitors can indicate when they will be available for an agent to call them Text messaging (SMS), which has also been tested and is ready to deploy for any client that may want to make it available to their customersScanning capabilities for the company’s heavy influx of “white mail” (traditional paper documentation) within the same contact center platform, which has become a very convenient and inexpensive way to support home workersWith multiplicity and blended agents, we see service levels increasing without adding additional staff for same number, or greater number, of transactions.With added agent tools like templates, suggestive response, for email and web chat transactions, our AHT has decreased between 20-30 seconds per transaction. Reducing overall transaction cost to us and providing uniform responses across the center no matter what agent handles.According to Jim Bradley, Director, Telecom/Network Services, it is essential for Palm Coast Data to remain on the leading edge of technology in order to supply its clients with features and services that support the challenges of their businesses. “For example, our clients in publishing face enormous challenges because everything is going digital,” Bradley stated. “Their businesses are changing, and we need to be ahead of the curve with multimedia technologies and the ability to develop custom applications so we can move with them and provide the services they need. For all of our clients, it’s also important to offer efficient, cost-effective approaches to interacting with customers who expect to be able to communicate in the mode that they prefer, be it voice, e-mail, fax, Web chat, or any other medium.” Operationally, Palm Coast Data needs the most efficient technologies available, in part because of their sheer volume. Each year they handle 4 1/2 million inbound phone calls, 1 1/2 million e-mails, and 250 million pieces of traditional mail (invoices, renewals, gifts, and promotions), and each day they sell about 150,000 transit fare cards. They manage over 900 toll-free numbers and about 1,200 various e-mail addresses for clients.Palm Coast Data updated their technology with Avaya Aura® Contact Center 6.2, which facilitates communication via voice and multimedia channels, to deliver a unified, efficient, and highly personalized customer contact experience. The solution includes Avaya Call Pilot (soon to be transitioned to Avaya Aura® Experience Portal) with an Avaya Communication Server 1000. Multimedia capabilities provide competitive advantage and strong customer satisfactionAccording to Bradley, “Being able to use skills-based routing and applying it across multiple types of contacts with Avaya Aura® Contact Center has been tremendously beneficial for us, both in terms of what we can offer our customers and in terms of our own operational efficiencies.” Bradley and his team have found there is vast flexibility to provide whatever services, either standard or custom, that a client wishes to utilize. Specific services offered include:• E-mail, which arrives at a specific address or is initiated as a Web site transaction• Web chat, which is becoming a very important part of the contact center experience because of clients moving to digital content • Scheduled call-back, which is a popular feature whereby Web site visitors can indicate when they will be available for an agent to call them • Text messaging (SMS), which has also been tested and is ready to deploy for any client that may want to make it available to their customers• Scanning capabilities for the company’s heavy influx of “white mail” (traditional paper documentation) within the same contact center platform, which has become a very convenient and inexpensive way to support home workers Bradley explained that to remain competitive, Palm Coast Data needs to demonstrate that they are able to provide clients with the latest technologies and services. He said, “It’s very meaningful to be able to offer them all of the services they might want to purchase, especially being able to open up all of the paths into the contact center that they want to give their customers.” Blended agents and home agents contribute to an efficient work flow strategyPreviously, Palm Coast Data had separate groups within the contact center to handle voice, e-mail, and other types of communications. Now they have the capability to use blended agents to handle voice, e-mail, Web chat, text messaging, faxes, and traditional mailed documents. This drives efficiency because when not on a voice call, an agent can be handling another modality such as e-mail. Then it’s possible to put an e-mail on hold to take a voice call, because voice takes priority.Similarly, the Web chat function helps to improve agent productivity because with Avaya Aura® Contact Center, an agent can manage up to five chat sessions at one time—although according to Bradley, typically not more than two are handled at a time. Bradley explained, “Chat sessions are facilitated by being able to see if the end user is typing and tabs that change color at the top of the agent’s desktop to indicate when a customer has responded. This is helpful because Web chats are often interrupted by customers being distracted temporarily, and during the down time, an agent can be occupied with another task.”Overall, the multiplicity that is achieved by blended agents has increased productivity from 86% to almost 98%. The blended agent scenario also increases employee satisfaction. “Agents who previously handled only telephone calls really enjoy being able to handle other types of transactions because it provides variety,” Bradley stated.Bradley has found that Avaya Aura® Contact Center also provides excellent supervisory functions. Supervisors run real-time displays in which they can see their own teams and the entire contact center. There are many filters for the display that provide broad customization capabilities. According to Bradley, “Some of the really huge benefits are being able to see if an agent is a blended agent that’s handling multiple transactions and being able to see an entry for each of the transactions that an agent is handling.”Cost savings through operational efficienciesPalm Coast Data has leveraged the capabilities of Avaya Aura® Contact Center to help reduce costs and deliver a significant short return on investment.For example, Bradley said that the contact center has found it has the flexibility to absorb an increase of about 3,000 transactions per week during their busy holiday period without hiring additional staff. “That,” he states, “represents a savings of about nine full-time salaries, which is over $200,000 annually.”Ease of management is one of the features of the Avaya Aura® platform that impresses Bradley the most. He was very surprised at how uncomplicated it was to deploy features such as Web chat and scheduled call-back. “The cost of managing this platform is very low because we don’t have to hire expensive programming talent to install new systems or perform moves, adds, and changes. Almost everything we need to do can be handled by our regular staff, quickly and easily.” Palm Coast Data has also achieved cost efficiencies by consolidating physical contact centers located in Colorado, New York, Illinois, and Florida into a single physical contact center in Florida. Extended services are now handled by home agents. Many of the home agents work part time on a flexible schedule, so they can be called upon to fill in when there is a sudden spike in volume, such as when a client runs a special promotion. Bradley explained, “This gives the managers in the center a lot more flexibility. Even if a promotion takes us by surprise, we can easily contact these people, ask them to jump on, and they can be working within minutes.”Some home agents handle e-mail and scanned materials such as standard “white mail.” Bradley commented that when school is in session, the company employs a number of students who are so efficient and tech-savvy they can do up to 65 or 70 e-mails or scanned documents per hour. In this way, the company is able to tap into a valuable, low-cost workforce.More accurate, real-time reporting Reporting that is built into the Avaya Aura® Contact Center solution is highly accurate because it adjusts to the agility inherent in a work flow that incorporates blended agents. For example, if a blended agent stops work on an e-mail to take a voice call, he or she puts the e-mail on hold and it is not “on the clock” until the agent returns to it and places it off hold.“The beauty of our reporting now is that it includes all of the functions that the contact center performs,” Bradley said. “It measures not only our inbound voice and Web chat functions, but the e-mail, scanned ‘white mail,’ and outgoing scheduled call-backs as well. As a result, we get an extremely accurate picture of everything in the contact center and can offer very detailed reporting to our clients.”One of the special features that Palm Coast Data can offer to clients is instant, real-time reporting to clients. “We have clients who appreciate being able to use their smartphones or other devices to follow the exact number of transactions that are taking place for their customers on a real-time basis,” Bradley explained. “For some of them, this is a very significant benefit.” Some clients also use the Remote Agents Observe feature, which enables them to dial in and listen to agents handling calls for their customer. There is built-in functionality to keep one client from hearing another client’s call.Customization and future readiness are critical to success Bradley stated that in many ways, his company is as much a technology development company as it is an outsourcer of contact center and fulfilment services. Bradley described the company’s approach to technology offerings:“From the telephone perspective, we ask our clients to take a look at the total phone calls and determine how they want it to be handled. Do they want a message at the front end of the call, a mid-queue message, specialized messages? Should an account number be inputted at the beginning of the call? Will there be a lot of customized auto responses? What level of self-service do they want to provide? What type of call routing will meet their needs? And so forth. Similarly with e-mail and Web chat, there are many variations that can be supplied. “We run a help desk and when something needs to be done, our client services group deals directly at the front end with our clients. They’ll receive a request to change an auto response or change messages or whatever they want to do. If they want to build an application to collect some specific information on a customer, we’ll build the application to ask the question, collect the data, store the data, and so forth. Ninety-nine percent of what we build we do ourselves. All the tools are available through the same access that you run the rest of the contact center with.”Currently, Palm Coast Data uses Avaya Call Pilot for front-end IVR functions and for messaging. However, Bradley is now in the process of preparing for the deployment of Avaya Aura® Experience Portal, which provides a single point of orchestration of all automated voice and multimedia applications across inbound phone or video, as well as outbound phone, e-mail, or SMS applications. He feels this will drive further efficiencies for Palm Coast Data’s clients through more sophisticated self-service functions, especially in the areas of e-commerce.Bradley concluded, “The Avaya Aura® Contact Center experience has been extremely valuable for Palm Coast Data because it provides everything we need to improve the capabilities and efficiencies that we can offer to our clients. We feel that we never have to say ‘no’ to anything that is needed by our clients or our staff. We have the equipment, applications, and support to maintain our competitive advantage for many years to come.”“The cost of managing this platform is very low because we don’t have to hire expensive programming talent to install new systems or perform moves, adds, and changes. Almost everything we need to do can be handled by our regular staff, quickly and easily.”—Jim Bradley, Director, Telecom/Network Services
  7. BackgroundMultiple mediums managed inefficiently – and manage an evolving space (moving to digital)Palm Coast Data handles over 500 publications with more than 45 million subscribersEach year they handle 4.5 million inbound phone calls 1.5 million e-mails and 250 million pieces of mail (invoices, renewals, gifts, and promotions)950 toll free numbers218 local numbers123 skill sets1117 email addresses250 CC agents45 remote agentsPain Points:Provide multimedia services and efficient contact performance for a wide range of clientsOperational inefficiencies to maintain competitive advantage as a contact center and fulfilment outsourcer - separate groups within the contact center to handle voice, e-mail, and other types of communicationsExpensive, Difficult to manage and report on, Multiple CCsSecurity issues with credit card compliance requirements (had to manually delete credit card info from emails – very labor intensive)Standalone email routing system that didn’t’ integrate with the call center.Huge amounts of paper mail that required manual sorting and handlingAvaya Solutions:Consolidation – moving from 4 CCs to one centralized location with extended services handled by home agents – driving significant cost efficienciesProductivity efficiency – having agents handle multiple contacts (Including voice, email, fax, web chat, SMS and scanned docs) with the ability to measure and manage through very detailed reporting – and offering complete service for their clientsAdded call back, remote overseas agents, and outbound dialing (all in a single system with a single agent desktop/reporting)Customer ValueConsolidation of call centers in Colorado, Illinois, and New York into one main contact center in FloridaExtended services now provided by numerous home agentsProductivity increased from 86% to almost 98% (a 12% increase) based on broad multimedia capabilities for blended agentsSavings of over $200,000 per year on additional staff to handle volume increases (absorb an increase of about 3,000 transactions per week during their busy holiday period without hiring additional staff)Reduction in support and management of multiple systems. Larger pool of agents to offer our clients. Greater features/functions/flexibility to offer our clients transactions. (Dollar support cost saving approx.. $ 80,000yr, system management reduction/savings approx. $110k yr)In-depth real-time reporting and analytics, with Remote Agent Observe functionality available to clients Competitive edge and customer satisfaction that results from offering a wide range of customized services made possible by Avaya Aura® Contact Center - provides comprehensive multimedia capabilities and major operational efficiencies E-mail, which arrives at a specific address or is initiated as a Web site transactionWeb chat, which is becoming a very important part of the contact center experience because of clients moving to digital content Scheduled call-back, which is a popular feature whereby Web site visitors can indicate when they will be available for an agent to call them Text messaging (SMS), which has also been tested and is ready to deploy for any client that may want to make it available to their customersScanning capabilities for the company’s heavy influx of “white mail” (traditional paper documentation) within the same contact center platform, which has become a very convenient and inexpensive way to support home workersWith multiplicity and blended agents, we see service levels increasing without adding additional staff for same number, or greater number, of transactions.With added agent tools like templates, suggestive response, for email and web chat transactions, our AHT has decreased between 20-30 seconds per transaction. Reducing overall transaction cost to us and providing uniform responses across the center no matter what agent handles.According to Jim Bradley, Director, Telecom/Network Services, it is essential for Palm Coast Data to remain on the leading edge of technology in order to supply its clients with features and services that support the challenges of their businesses. “For example, our clients in publishing face enormous challenges because everything is going digital,” Bradley stated. “Their businesses are changing, and we need to be ahead of the curve with multimedia technologies and the ability to develop custom applications so we can move with them and provide the services they need. For all of our clients, it’s also important to offer efficient, cost-effective approaches to interacting with customers who expect to be able to communicate in the mode that they prefer, be it voice, e-mail, fax, Web chat, or any other medium.” Operationally, Palm Coast Data needs the most efficient technologies available, in part because of their sheer volume. Each year they handle 4 1/2 million inbound phone calls, 1 1/2 million e-mails, and 250 million pieces of traditional mail (invoices, renewals, gifts, and promotions), and each day they sell about 150,000 transit fare cards. They manage over 900 toll-free numbers and about 1,200 various e-mail addresses for clients.Palm Coast Data updated their technology with Avaya Aura® Contact Center 6.2, which facilitates communication via voice and multimedia channels, to deliver a unified, efficient, and highly personalized customer contact experience. The solution includes Avaya Call Pilot (soon to be transitioned to Avaya Aura® Experience Portal) with an Avaya Communication Server 1000. Multimedia capabilities provide competitive advantage and strong customer satisfactionAccording to Bradley, “Being able to use skills-based routing and applying it across multiple types of contacts with Avaya Aura® Contact Center has been tremendously beneficial for us, both in terms of what we can offer our customers and in terms of our own operational efficiencies.” Bradley and his team have found there is vast flexibility to provide whatever services, either standard or custom, that a client wishes to utilize. Specific services offered include:• E-mail, which arrives at a specific address or is initiated as a Web site transaction• Web chat, which is becoming a very important part of the contact center experience because of clients moving to digital content • Scheduled call-back, which is a popular feature whereby Web site visitors can indicate when they will be available for an agent to call them • Text messaging (SMS), which has also been tested and is ready to deploy for any client that may want to make it available to their customers• Scanning capabilities for the company’s heavy influx of “white mail” (traditional paper documentation) within the same contact center platform, which has become a very convenient and inexpensive way to support home workers Bradley explained that to remain competitive, Palm Coast Data needs to demonstrate that they are able to provide clients with the latest technologies and services. He said, “It’s very meaningful to be able to offer them all of the services they might want to purchase, especially being able to open up all of the paths into the contact center that they want to give their customers.” Blended agents and home agents contribute to an efficient work flow strategyPreviously, Palm Coast Data had separate groups within the contact center to handle voice, e-mail, and other types of communications. Now they have the capability to use blended agents to handle voice, e-mail, Web chat, text messaging, faxes, and traditional mailed documents. This drives efficiency because when not on a voice call, an agent can be handling another modality such as e-mail. Then it’s possible to put an e-mail on hold to take a voice call, because voice takes priority.Similarly, the Web chat function helps to improve agent productivity because with Avaya Aura® Contact Center, an agent can manage up to five chat sessions at one time—although according to Bradley, typically not more than two are handled at a time. Bradley explained, “Chat sessions are facilitated by being able to see if the end user is typing and tabs that change color at the top of the agent’s desktop to indicate when a customer has responded. This is helpful because Web chats are often interrupted by customers being distracted temporarily, and during the down time, an agent can be occupied with another task.”Overall, the multiplicity that is achieved by blended agents has increased productivity from 86% to almost 98%. The blended agent scenario also increases employee satisfaction. “Agents who previously handled only telephone calls really enjoy being able to handle other types of transactions because it provides variety,” Bradley stated.Bradley has found that Avaya Aura® Contact Center also provides excellent supervisory functions. Supervisors run real-time displays in which they can see their own teams and the entire contact center. There are many filters for the display that provide broad customization capabilities. According to Bradley, “Some of the really huge benefits are being able to see if an agent is a blended agent that’s handling multiple transactions and being able to see an entry for each of the transactions that an agent is handling.”Cost savings through operational efficienciesPalm Coast Data has leveraged the capabilities of Avaya Aura® Contact Center to help reduce costs and deliver a significant short return on investment.For example, Bradley said that the contact center has found it has the flexibility to absorb an increase of about 3,000 transactions per week during their busy holiday period without hiring additional staff. “That,” he states, “represents a savings of about nine full-time salaries, which is over $200,000 annually.”Ease of management is one of the features of the Avaya Aura® platform that impresses Bradley the most. He was very surprised at how uncomplicated it was to deploy features such as Web chat and scheduled call-back. “The cost of managing this platform is very low because we don’t have to hire expensive programming talent to install new systems or perform moves, adds, and changes. Almost everything we need to do can be handled by our regular staff, quickly and easily.” Palm Coast Data has also achieved cost efficiencies by consolidating physical contact centers located in Colorado, New York, Illinois, and Florida into a single physical contact center in Florida. Extended services are now handled by home agents. Many of the home agents work part time on a flexible schedule, so they can be called upon to fill in when there is a sudden spike in volume, such as when a client runs a special promotion. Bradley explained, “This gives the managers in the center a lot more flexibility. Even if a promotion takes us by surprise, we can easily contact these people, ask them to jump on, and they can be working within minutes.”Some home agents handle e-mail and scanned materials such as standard “white mail.” Bradley commented that when school is in session, the company employs a number of students who are so efficient and tech-savvy they can do up to 65 or 70 e-mails or scanned documents per hour. In this way, the company is able to tap into a valuable, low-cost workforce.More accurate, real-time reporting Reporting that is built into the Avaya Aura® Contact Center solution is highly accurate because it adjusts to the agility inherent in a work flow that incorporates blended agents. For example, if a blended agent stops work on an e-mail to take a voice call, he or she puts the e-mail on hold and it is not “on the clock” until the agent returns to it and places it off hold.“The beauty of our reporting now is that it includes all of the functions that the contact center performs,” Bradley said. “It measures not only our inbound voice and Web chat functions, but the e-mail, scanned ‘white mail,’ and outgoing scheduled call-backs as well. As a result, we get an extremely accurate picture of everything in the contact center and can offer very detailed reporting to our clients.”One of the special features that Palm Coast Data can offer to clients is instant, real-time reporting to clients. “We have clients who appreciate being able to use their smartphones or other devices to follow the exact number of transactions that are taking place for their customers on a real-time basis,” Bradley explained. “For some of them, this is a very significant benefit.” Some clients also use the Remote Agents Observe feature, which enables them to dial in and listen to agents handling calls for their customer. There is built-in functionality to keep one client from hearing another client’s call.Customization and future readiness are critical to success Bradley stated that in many ways, his company is as much a technology development company as it is an outsourcer of contact center and fulfilment services. Bradley described the company’s approach to technology offerings:“From the telephone perspective, we ask our clients to take a look at the total phone calls and determine how they want it to be handled. Do they want a message at the front end of the call, a mid-queue message, specialized messages? Should an account number be inputted at the beginning of the call? Will there be a lot of customized auto responses? What level of self-service do they want to provide? What type of call routing will meet their needs? And so forth. Similarly with e-mail and Web chat, there are many variations that can be supplied. “We run a help desk and when something needs to be done, our client services group deals directly at the front end with our clients. They’ll receive a request to change an auto response or change messages or whatever they want to do. If they want to build an application to collect some specific information on a customer, we’ll build the application to ask the question, collect the data, store the data, and so forth. Ninety-nine percent of what we build we do ourselves. All the tools are available through the same access that you run the rest of the contact center with.”Currently, Palm Coast Data uses Avaya Call Pilot for front-end IVR functions and for messaging. However, Bradley is now in the process of preparing for the deployment of Avaya Aura® Experience Portal, which provides a single point of orchestration of all automated voice and multimedia applications across inbound phone or video, as well as outbound phone, e-mail, or SMS applications. He feels this will drive further efficiencies for Palm Coast Data’s clients through more sophisticated self-service functions, especially in the areas of e-commerce.Bradley concluded, “The Avaya Aura® Contact Center experience has been extremely valuable for Palm Coast Data because it provides everything we need to improve the capabilities and efficiencies that we can offer to our clients. We feel that we never have to say ‘no’ to anything that is needed by our clients or our staff. We have the equipment, applications, and support to maintain our competitive advantage for many years to come.”“The cost of managing this platform is very low because we don’t have to hire expensive programming talent to install new systems or perform moves, adds, and changes. Almost everything we need to do can be handled by our regular staff, quickly and easily.”—Jim Bradley, Director, Telecom/Network Services