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Top Five Ways to Optimize Your Business Processes NACR Tech Quarterly - August 2014 Mitch Loomans – Solutions Architect - NACR Mike Stahl – Director of Strategic Accounts– Starfish Associates

Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Page 2: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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• Trends in IT

• Architectural approach

• Optimizing your business processes

• 4 use case examples

• Summary

Discussion Topics for Today’s Session…

Page 3: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Become a Champion of Business Process Efficiency

The CEO sets the business strategy…

The business strategy sets the CIO’stechnology strategy…

The CIO’s technology strategy becomes your opportunity!

Page 4: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Trends within IT…

• The number of disparate technologies comprising IT departments is growing, but staffing and budgets remain the same

• Increased pressure on IT from tech savvy end users expecting the same level of service and support while complexity increases

• Resolution of issues quickly to reduce down time of critical connections

• Improve managing resources to reduce on-going maintenance and support costs

Today, IT Success is Business Success

IT has evolved into a strategic business asset providing companies with a competitive advantage…

Page 5: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Trends within IT…

• Executive pressure to optimize existing investments in IT / Telephony infrastructure

• Use of technology to solve business problems while reducing human errors and the associated unwanted consequences.

• Freeing highly skilled staff from repeatable, mundane, routine tasks

• Increased control & governance – compliance in regulated industries or defining & maintaining standard processes

Today, IT Success is Business Success

IT has evolved into a strategic business asset providing companies with a competitive advantage…

Page 6: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Companies have also realized that simply

applying more manual effort to repetitive

processes is a costly and poor use of human

resources and it’s not scalable!

IT automation will serve as the catalyst to

drive efficiency and reduce the cost of

operations through the automation of time-

consuming and resource-intensive processes!

Inconsistent information and user data is

spread across disparate applications.

Self-service options provide consistent,

accurate and automated processes.

Page 7: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Architectural Approach

• Automation platform / engine

• Connectors into the Telephony infrastructure

• Connectors into the IT infrastructure

Automation

Platform

“snap’s in”

Admin / End User UI’s

IT

InfrastructureTelephony

Infrastructure

Page 8: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Optimizing Business Processes

• Platform & Connectors provide the “glue” between

IT and Telecom

• Un-optimized / manual processes identified

• Customer business logic is defined (not changed)

and layered onto the platform

• Customer defined triggers, “sources of truth” and

applications are identified

Page 9: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Synchronizing and consolidating information in real-time or batch from multiple sources including:

• Avaya Communication Manager, System Manager, Aura Messaging and

Modular Messaging & other telephony providers

• Enterprise Directories:− Microsoft Active Directory, LDAP

• Enterprise HR & ERP Databases:− Oracle PeopleSoft, SAP, SunGard Banner (Ellucian)

• Enterprise HR & ERP Databases:

− Oracle PeopleSoft, SAP, SunGard Banner (Ellucian)

Today, IT Success is Business Success

Use Case #1 – Directory challenges

Page 10: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Solution maintains an authoritative telecom data store representing up-to-date information about users and their corresponding telecom resources.

The information can be leveraged by many enterprise applications that require reliable and accurate information such as:

- Active Directory

- Microsoft Exchange (Global Address Book)

- Human Resource Databases

- Call Accounting Systems

- Speech Enabled Auto Attendants

Today, IT Success is Business Success

Use Case #1 – Directory benefits

Page 11: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Provisioning Solution integrates telecom management with existing business

processes and IT infrastructure to enable automated lifecycle management of :

- phones

- voice mailboxes

- contact center agents

Several implementation & deployment models:

- Active Directory

- Enterprise Databases

- Identity Managers

- Web Services

- IT Service Management (ServiceNow)

Today, IT Success is Business Success

Use Case #2 – Provisioning On-boarding / off-boarding - joiner / leaver

Page 12: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Use Case #2 – Provisioning benefitsOn-boarding / off-boarding - joiner / leaver

Reduces Administration Costs

- streamline on-boarding, off-boarding & maintenance of

telecom resources

- routine and time consuming efforts

Enhances Productivity

- Rapid deployment of new users & removal of exiting users

Improves Security

- Less analysts with full access to the system

Page 13: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Starfish Provisioning Server

Active

Directory

Enterprise Databases Enterprise Directories

Use Case #2 – Provisioning High level topology

Page 14: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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Use Case #3 – Self-Service

Leverage self-service functionality to provide an intuitive web based portal

enabling end users to perform authorized telecom self-service change

requests.

- Reset phone passwords

- Reset voicemail passwords

- Modify phone settings

Three Common deployment models:

- End users

- Help Desk

- Delegated Administration / branch office

Page 15: Top Five Ways to Optimize Your Business Processes · 3. Begin layering use cases onto the platform. 4. Ensure the ability to rapidly adapt processes as business needs / regulations

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• Authenticate using Active Directory (no additional login)

• Authentication identifies functionality. For example, multiple phones, team members etc.

• User Interface is tailored with each deployment. Customer logo, fonts, color schemes

Use Case #3 – Self-Service

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Use Case #4 – Resource Management

Web based administration tool

Monitoring

- Capacity alerting based on license usage thresholds

- Change configuration alerts on critical objects: VDN, vectors etc.

- Trunk alerts on out of service or high call volumes

Auditing

- Maintain a real-time database of available telephony resources

- Audit and report on usage: login IDs, stations, voice mailboxes etc.

- Maintain historic database of CM configuration changes

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Conceptual understanding of the platforms core functionality can create

opportunities for custom development.

- Authorization code automation (i.e. Long Distance billing, law firm

client bill back etc.)

- Agent re-skilling – nightly batch update of the agent skills to be set

and ready for the next day operations

- Billing system integration – synchronizing the telephony components

in use with appropriate billing systems, generate exception reports

and usage reporting

Automation Platform – Custom Development

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1. Start with identifying business processes. A common target is high frequency, mundane, routine, repeatable tasks. NACR’s Partner Ecosystem includes partner who specialize in this automation.

2. Inject an automation platform that seamlessly connects into both the telecom and IT infrastructure (without changing anything).

3. Begin layering use cases onto the platform.

4. Ensure the ability to rapidly adapt processes as business needs / regulations change.

5. Greater insight can be gained by monitoring performance, watching for additional improvement opportunities or expanding the process.

Summary - Top 5 Ways to Optimize Business Processes

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and

Mike Stahl – Starfish [email protected] or 908-243-2906

Mitch Loomans – [email protected] or 262-228-3021

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