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Email Analytics for Customer Support Centres Gathering Insights about Support Activities, Bottlenecks and Remedies

Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Page 1: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

Email Analytics for Customer Support

Centres Gathering Insights about Support Activities, Bottlenecks and Remedies

Page 2: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

2

Enterprise Emails are exchanged for transacting business

Emails are rich repositories with not only conversation but history

of conversation

Emails contain information about stakeholders and their

participation in organizational activities

Remains business users’ top-most preference for exchange of

information

Why Emails?

Can be anonymized to ensure privacy is not violated

Page 3: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

3

Email-based Support Center Work-flow

Complaint

Response

Request

for

Resolution

Resolution

Customer Service and Support

Page 4: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

4

Email Mining Objectives

Measure Performance

Gain Process insight

Know consumer sentiment

Ensure

compliance with

Service Line

Agreements

Optimize

Operation Cost

Improve

customer

satisfaction

Page 5: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

5

Email Analytics

Complaint

Response

Request for

Resolution

ResolutionResponse Time

Resolution Time

Frequent Problems

Resource Distribution

Resolution Efficiency

Improve Efficiency

Predict Problems

Sentiments

Resolution Process

Bottlenecks

Page 6: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

6

A Sample Case Resolution through Mails

From X To SC: Please do this

From SC To Y: Please do this

From SC To X: Acknowledged

From Y To Z: Please do this

From Z To Y: We need 7

from X

From Y To X, Z : We Need 7

From X To Y, Z : Information

From Z To Y : Done

From Y To X, SC : Done

From Z To A, Y : Need

permission to update

From A To Z, Y : Permission

Granted

Page 7: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

7

Challenges

A single support Case spread all over the mail client

Page 8: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

8

Possible Mail Client ViewFrom X To SC: Please do this

From SC To Y: Please attend to this

From SC To X: Acknowledged

From Y To Z: Please attend to this

immediately

From Z To Y: We need 7 from X

From Y To X, Z : We Need 7

information

From X To Y, Z : Information

From Z To A, Y : Need Permission

From X To SC: Please do this

From X To SC: Please do this

From X To SC: Please do this

From SC To Y: Please attend to this

From Y To Z: Please attend to this

immediately

From X To SC: Please do this

From SC To Y: Please attend to this

From X To SC: Please do this

From Y To X, Z : We Need 7

information

From X To SC: Please do this

From Y To Z: Please attend to this

immediately

From X To SC: Please do this

From SC To Y: Please attend to this

From Z To A, Y : Need Permission

From Y To Z: Please attend to this

immediately

From X To SC: Please do this

From SC To Y: Please attend to this

From A To Z, Y : Permission

Granted

From Y To Z: Please attend to this

immediately

From X To SC: Please do this

From SC To Y: Please attend to this

From Z To Y: Done

From X To SC: Please do this

From Y To SC, X: Done

Page 9: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

9

Email Analytics Pipeline

9

Gather data from header and body

Integrated Analysis- Content + Meta-data

Performance Analysis

Generate Actionable Insight

Implement & Measure

Import Emails into Analytics Platform

Gather All Mails of a single Support Case

3

4

5

0

2

1

Page 10: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

10

From:

To:

Subject

Date & Time:

Body:

From:

To:

Subject

Date & Time:

Body:

Reconstructing Support Cases from Emails

From:

To:

Subject

Date & Time:

Body:

Complaint

From:

To:

Subject

Date & Time:

Body:

ComplaintFrom:

To:

Subject

Date & Time:

Body:

Response

From:

To:

Subject

Date & Time:

Body:

ComplaintFrom:

To:

Subject

Date & Time:

Body:

ResponseFrom:

To:

Subject

Date & Time:

Body:

Assignment

From:

To:

Subject

Date & Time:

Body:

ComplaintFrom:

To:

Subject

Date & Time:

Body:

ResponseFrom:

To:

Subject

Date & Time:

Body:

Assignment

From:

To:

Subject

Date & Time:

Body:

Resolution

Locate Duplicate messages

deep inside body

(Locality-Sensitive-Hashing)

Single Group

Page 11: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

11

Email Analytics Pipeline

11

Gather data from header and body

Integrated Analysis- Content + Meta-data

Performance Analysis

Generate Actionable Insight

Implement & Measure

Gather All Mails of a single Support Case

3

4

5

0

2

1

Page 12: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

12

Support Case Resolution Data

Resolution Time

Last MessageTime to respond

Second MessageProblem Statement

First Message

Page 13: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

13

A Single Support Case

From:

To:

Subject

Date & Time:

Body:

Complaint

From:

To:

Subject

Date & Time:

Body:

Response

From:

To:

Subject

Date & Time:

Body:

Assignment

From:

To:

Subject

Date & Time:

Body:

Resolution

Response Time

Resolution Time

Page 14: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

14

Email Analytics Pipeline

14

Gather data from header and body

Integrated Analysis- Content + Meta-data

Performance Analysis

Generate Actionable Insight

Implement & Measure

Gather All Mails of a single Support Case

3

4

5

0

2

1

Page 15: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

15

Integrated Analytics

Unstructured Content

• Clustering – unsupervised grouping

• Frequent Phrases

• Categorization – Supervised Labels – Lexicon Based

• Sentiment Extraction

• Priority

Numeric Data

•Volume

•Duration

•Arrival Times

•Number of messages exchanged in a case

•Number of People involved

Case Level

Group Level

Page 16: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Complexity of Resolution Process

Complexity Measure

Support Case

f(#People

involved)

f(#Messages

exchanged)

f(#Independent Mail Chains)

f(#Hours to

resolve)

Page 17: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Complexity from Message Interaction Pattern

Mail Chains - Message Interchange Pattern

A Difficult Case

Page 18: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Complexity from People Involvement

Action Initiators Only

Page 19: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Complexity from Message Interaction Pattern

An Easy Case

Page 20: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Complexity from People Involvement

An Easy Case

Page 21: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Case-level Complexity

Page 22: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Content Analytics

Resolution

Last MessageInformation Exchange

Second MessageProblem Statement

First Message

Sentiments Issues Priority Problems

Page 23: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

23

Content Extraction for better understanding of

Individual Cases

Phrases in first message

Phrases in subsequent messages

Insights

� High Priority Case

� Problem Type

� Several Messages exchanged

� Needs additional Information

� Needs many approvals

� Resolution Time was Long

� Several status updates were requested

� Responses not received on Time

Page 24: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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1. Words from Subject(s)

2. Words from First Message

3. Co-occurrence-based

constraint Clustering

(to be presented at ICDM,

Shenzhen, China – Dec. 2014)

Aggregate Analysis – Content-based Clustering

Page 25: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

25

Email Analytics Pipeline

25

Gather data from header and body

Integrated Analysis- Content + Meta-data

Performance Analysis

Generate Actionable Insight

Implement & Measure

Gather All Mails of a single Support Case

3

4

5

0

2

1

Page 26: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Performance Indicators – Aggregate

Response Time Histograms

Resolution Time Histograms

Page 27: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Compliance Analysis

Page 28: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Cluster Analysis

Page 29: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Insight into Frequent Problems

Cluster 1

Cluster 2

Cluster 3

Page 30: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Problem Arrival Patterns

Regular – High Volume

Surge

Page 31: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Cluster-wise complexity analysis

100% of

low complexity

100% of

messages in

this cluster are

getting

resolved with

low complexity

Around 10% of

messages in

this cluster

have high

resolution

complexity

Around 10% of

messages in

this cluster

have high

resolution

complexity

25% of

messages have

AVERAGE

resolution

complexity

25% of

messages have

AVERAGE

resolution

complexity

Page 32: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

32

Sentiment Analysis

Impact -

High

Impact -

Low

Page 33: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

33

Email Analytics Pipeline

33

Gather data from header and body

Integrated Analysis- Content + Meta-data

Performance Analysis

Generate Actionable Insight

Implement & Measure

Gather All Mails of a single Support Case

3

4

5

0

2

1

Page 34: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

34

Process Insights

Problems &

Resolution

Volume

Complexity

Frequency

Impact (Priority

+ Sentiment)

Page 35: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

35

Characterizing Resolution Process

Complexity

High

Average

Low

Volume

High

Average

Low

Impact

Good

None

Bad

Frequency

Regular

Irregular

Page 36: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Cluster Level Insights

Medium Priority

High Priority

Page 37: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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Actionable Intelligence

• Set Alerts on problem phrases

• Prevent Outages

Volume = High / Average

Frequency = regular

Process = Difficult

Priority = High

• Process automationVolume = High

Frequency = Regular

Process = Easy

• Detect BottlenecksVolume = Low

Process = Difficult

Priority = High / Medium

Page 38: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

38

Email Analytics Pipeline

38

Gather data from header and body

Integrated Analysis- Content + Meta-data

Performance Analysis

Generate Actionable Insight

Implement & Measure

Gather All Mails of a single Support Case

3

4

5

0

2

1

Page 39: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

39

� Visibility into SLA Compliance led to improvement of

Performance

� Single-day resolution emphasized

� Automated Response generation

� Redistribution of Work-force

� Redefinition of Solution Process

� Single Point Approvals

Actions & Outcomes

� Resolution Compliance went up from 69% to 85%

� Target 95%

� Average Outage reduction – by 15% over a month

Page 40: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

40

Emails capture enterprise processes

Email mining can be effectors of Process Monitoring and Analysis

How are things

What needs to be changed

The effects of a change

There is a lot that emails can offer without getting into privacy

and confidentiality

Conclusions

Page 41: Email Analytics for Customer Support Centres · 2 Enterprise Emails are exchanged for transacting business Emails are rich repositories with not only conversation but history of conversation

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