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COMMIT WITH CONVICTION EXECUTE WITH PRIDE EXCEED EXPECTATIONS “A strategic services company building uncommon value based on mutual trust” PTP Proprietary and Confidential Your Organization Needs a Superhero The Voice Portal Specialist

Your Organization Needs a Superhero The Voice Portal Specialist

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Your Organization Needs a Superhero The Voice Portal Specialist. Overview. Case study follows Blue Shield of California’s journey in IVR design and development / creation of Voice Portal Specialist (champion for the caller) Balance between cost-saving automation and customer satisfaction. - PowerPoint PPT Presentation

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Page 1: Your Organization Needs a Superhero The Voice Portal Specialist

COMMIT WITH CONVICTION EXECUTE WITH PRIDE EXCEED EXPECTATIONS

“A strategic services company building uncommon value based on mutual trust”

PTP Proprietary and Confidential

Your Organization Needs a SuperheroThe Voice Portal Specialist

Page 2: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Overview

Case study follows Blue Shield of California’s journey in IVR design and development / creation of Voice Portal Specialist (champion for the caller)

Balance between cost-saving automation and customer satisfaction

Page 3: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Blue Shield of California (BSC) is a not-for-profit health plan

BSC serves3.3 million members

171,000 providers & pharmacies

Individual & group brokers

New speech-enabled IVR applications for members, providers and brokers

ROI based on increased Call Avoidance Rate (CAR)

Bilingual English and Spanish for Members

Page 4: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Replace PBX-based legacy IVR

Increase self-service

Increasing call avoidance rate (CAR)

Customer satisfaction

Personalize experience

Challenge

Focus on User Experience

Page 5: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Design Lifecycle

Requirements

Persona design

/ style guide

Call flows, sample calls, user interface design

Record prompts

Usability testing

Tuning

Page 6: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Benefits

BSC gained the following:

CAR increased over 40%

Customer experience

(satisfaction) increased

Cost per call decreased

Page 7: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Post-Deployment Pitfalls

Prompt changes that affect grammars

Poorly-written or out-of-persona prompts

Band-aids (e.g., DTMF in speech)

Haphazard prompt recording

Addition of information up-front or in queue

Web deflection messages

Repetition of call monitoring disclaimer

Questions that only affect small number of callers

“Your call is very important to us“

Page 8: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Voice Portal Specialist

Liaison between:

IT

Business

Marketing

Legal

Vendor support

Represented a move away from ticketing fulfillment

(IT) environment to a user-centric environment

(business)

Page 9: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Job Description

Responsible for functional and interactive portions of

the caller experience, including:IVR

Call flow (before, during, after IVR)

Prompt content

AudioVoice talentRecording studioAudio quality

CTI/Screen pop

Call routing

Post Call Survey

Hold Music & Messages

Workflow management

Page 10: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Call Avoidance Rate

Legacy System: 2 to 5%

New System

At Launch: 10-15%

Now: 32%--very good for

health care

And these numbers are

increasing!

Page 11: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Member CAR

Page 12: Your Organization Needs a Superhero The Voice Portal Specialist

PTP Proprietary and Confidential

Thank You!

[email protected]

(415) 632-8261

[email protected]

(209) 371-3033