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Quality Monitoring the Web Experience*
By Oscar A. Alban

As call centers have evolved over the past several years into multimedia contact centers, companies have invested a wealth of time, resources and dollars building a true multi-channel business strategy. The ability to achieve consistently high service standards across these mediums - including the telephone, Web chat and email - have led organizations to re-think the training, as well as the processes, they've put in place to equip their staff for success. Now, however, a powerful, around-the-clock, easy-to-access channel is taking companies to a new level in the world of e-business. The Web, as a service channel, has been in place for some time in the majority of organizations, but has never been fully leveraged for its ability to cut costs, increase revenue and serve as a one-stop-shop. It's one that many have been forced to avoid while focusing on other such evolving channels as chat and email. However, it holds great opportunities for those who can use it to their sales, marketing and service advantage - especially in the areas of increased revenue and reduced costs. Web self-service continues to emerge as the most cost-effective customer touch point available today, averaging $0.35 per contact.

In today's day and age, more and more customers want to "help themselves" to research and gather information, find answers to their questions, and purchase goods and services. Increased traffic to this channel has caught most organizations' attention as customers flock to the Web to "serve themselves." As a growing phenomenon, analysts point to the enormous opportunities the Web holds. In fact, they're already predicting the number of individuals seeking on-line customer service will more than double, approaching 70 million, by 2005.

Quality Monitoring … Moving to a New Channel and the Next Level
In essence, organizations must embrace the concept of "many channels, one customer." Consumers have a choice in how they wish to do business … and companies must be prepared to meet their expectations. This need is already realized by many forward-thinking organizations. In fact, a recent Yankee Group study indicates that companies consider the deployment of Web-based self-service options a crucial priority in their future customer care plans. In its report, it cited 47 percent of contact center managers ranked Web self-service as their top budget priority in 2002.

Due to increased competition and the fact that consumers can easily click a competitor's Web site to fulfill their needs, companies must place a renewed focus on the power of the Web. Consumer push, along with the competitive nature of business, has made it an imperative for organizations to have a Web presence - and a strong one at that. For some, the pressures to implement a site quickly have overshadowed taking the time to really think out their e-business goals and the measurements necessary to ensure those lofty metrics were achieved. What for some may have started out as having a simple on-line presence has now evolved into a source that is expected to house vast loads of consumer information, service options and sales capabilities. Not all companies are using this powerful resource to its fullest potential - and many don't even know how to implement needed change. Most don't have an understanding of how their site is perceived and used by consumers - the true influencers that can drive their revenue and significantly lower their costs by simply "serving themselves."

Those in call centers have faced this challenge in the past - and many have successfully countered it by implementing a quality monitoring program to evaluate not only agent performance - the ability to meet customer needs, demonstrate product/service knowledge and up-sell/cross-sell to drive revenue - but also to gauge the impact and effectiveness of the business processes that have been set up, and how well their technology resources - like their CRM system - are being utilized. Capturing and analyzing actual customer interactions has proven its value in the contact center. Now, companies are seeking to extend that very same success to the Web.

While Web initiatives have historically been a function of the IT and marketing departments, increasingly contact centers are taking the lead in managing the self-service revenue channel to ensure the Web serves as a profitable, consistent service media. Typically, calls initiated through toll-free numbers and Web-based "contact me" requests are routed to the contact center - making it the logical choice for management of this touch point. Who better knows the answers to consumers' most frequently asked questions that those fielding the customer requests directly? This alone makes those in the contact center the best-equipped resources to help companies determine what FAQs in scripts, as well as on the Web, should look like. By applying the quality monitoring principles used in the call center in a Web environment, companies can extend consistency and quality of service to all channels. Just as with telephone calls, now organizations can use advanced technology to capture and review samples of actual customer experiences in order to identify clear steps for improving Web effectiveness. Taking the guesswork out of how visitors interact on a site, companies can improve service through better self-help, as well as focus on keeping site design and performance on track.

Capturing samples of customers navigating the Web and then graphically replaying them can proactively identify and enhance the customer self-service experience. Using quality monitoring and its key functionality, such as advanced "business rules" recording, companies can pre-determine the types of contacts they wish to capture on their sites, and then measure how well they're performing against customer and business-focused goals, as well as consistency standards. In some cases, that may be recording all interactions that result in the sale of new product or particular campaign. In others, a company may wish to capture all contacts that result in the selection of the "call me" button - an action that is defined by consumer frustration and driven by the inability to find the information they need - or the point at which a consumer abandons his/her loaded shopping cart. In this instance, however, the price of the once cost-effective self-service interaction has now skyrocketed to the most costly medium - communication with a live customer sales/service representative (CSR) by telephone. Moving forward, companies can avoid this scenario by simply capturing samples of what their visitors are trying to achieve … and then taking the actions needed in advance to ensure obstacles, roadblocks and difficulties are eliminated.

Quality monitoring for Web self-service is designed to help eliminate the speculation around what consumers are trying to do by showing how they're actually doing it. With a view of how visitors interact with a site, contact center and enterprise management can find out first-hand:

  • How well customers navigated the site
  • What information they were looking for, and how easy it was to find
  • Whether the site housed the right content, in the right place
  • How easy it was to receive service, locate/update information, fill out an application or make a payment
  • How well the checkout process worked; ? When, where and why error messages occurred, as well as broken Web links
  • What actions leads consumers to abandon their shopping carts
  • What sequence of events led them to click the "call me" button, in lieu of continuing to serve themselves

Eliminating Web Self-Service Speculation
Companies engaged in e-business initiatives already have access to Web metrics that provide quantitative assessments for measuring Web effectiveness, such as the number of clicks a site receives. However, to truly enhance the customer experience and ensure the Web is an easy-to-use profitable medium, companies need much more analysis.

  • What pages did they visit?
  • What information were they looking for?
  • Which products did they select?
  • And in what order did all of these movements on the Web take place?
  • Did their Web user experiences flow well from a design, content and navigation perspective?
  • Is this channel proving to be a profitable medium for the organization, as well as an easy medium for consumers to track information, receive service assistance and purchases products?

All of this information serves as a form of intelligence that helps an organization react in a positive manner to consumers' buying patterns. Existing software provides little perspective into visitor intent, end user behavior and visual flow - which is where Web self-service monitoring really comes into play.

Click stream analysis through Web tools offers some basic and important reporting. But it doesn't get to the heart of the customer's experience. Web activity statistics and the ability to drill-down and replay a visitor's experience offer two different sets of data and insight. By monitoring a company's Web site and storing recorded samples of visitors' sessions, contact center management can gain powerful perspective into the content, navigation, purchasing and IT requirements needed to ensure a successful customer experience. Coupled with advanced monitoring technology that enables the contact center to share this insight with other departments in the organization, the contact center can work in tandem with IT, marketing, product development and engineering, for example, to make necessary adjustments, as well as enable them to see customer experiences first-hand. Measuring self-service effectiveness helps companies eliminate the speculation surrounding what their customers are trying to accomplish.

Companies need a targeted solution for evaluating Web site customer satisfaction, a critical component of Web site effectiveness. Recorded customer interactions can reveal consumer intentions as they show what visitors were trying to do when they called the telephone number provided, selected the "call me" button, initiated a Web chat, sent an email or abandoned their shopping cart. As Web initiatives evolve, measurements must follow suit to include qualitative assessments pinpointing the customer experience. This evolution intersects quantitative data with observed user behavior gathered through qualitative means.

Talking Dollars
In addition to meeting customer needs on the Web, companies stand to benefit significantly from an effective site and e-business strategy. Moving potential telephone calls to Web self-service results in an average savings of $5 per contact when compared to telephone contacts. Web self-service interactions average about $0.35 per contact, whereas calls into a live CSR average $5.50, with the range spanning to up to $40 per call.

For consumers who can't find what they need when serving themselves on-line, the result to a company can damaging - equating to lost revenue. Worse yet, customers could become so frustrated that they opt to have their sales/service needs handled through another vendor's site or center. In the end, Web-based customer self-service offers tremendous potential for companies to build customer satisfaction.

In a day and age when the competition is only a click away, the time to start taking action to implement and improve self-service channels into the customer service function is now. Capturing real-life Web visitor scenarios can not only strengthen the end-user experience by fine-tuning site design, navigation, content and ease-of use, it also can drive company revenue, decrease operational costs and heighten customer loyalty and repeat business. To have an effective, efficient and, above all, user-friendly encounter is unique - but very attainable!


About the Author
Oscar A. Alban serves as principal, market consultant for Witness Systems, a global provider of multimedia customer interaction recording, performance analysis and e-learning management software that enables companies to optimize their customer relationships.

*Special Note: This article was originally published in the May 2002 issue of the Customer Interaction Solutions Magazine.

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