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Syntellect Product Overview June 2009

Syntellect Product Overview June 2009. Copyright© 2009 Syntellect Inc. All Rights Reserved Syntellect Overview Founded 1984 - $65M Revenues + 25 Straight

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Syntellect Product OverviewJune 2009

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect OverviewFounded 1984 - $65M Revenues + 25 Straight Profitable QuartersDirect and Indirect routes to marketEMEA HQ – Fleet UK

Stockholm, Munich, Croatia, Singapore

North American HQ – Phoenix Chicago, Boston

315 Employees Worldwide and 100% In House Professional ServicesISO9001:2008 Series Quality System Accreditation24x7 Global Support Operation

Syntellect Inc & Ltd are divisions of Enghouse Systems Ltd- $160M Market Cap, $90M Cash, Zero Long Term Debt

Strategic Acquisitions- Teloquent (2003), Apropos (2005), Fluency (2008), Envox (2008), Trio (2009)

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect Locations

Copyright© 2009 Syntellect Inc. All Rights Reserved 4

Launched first open standards IVR (Vista) to leverage Nuance speech engine for customers 1998

Deployed UK’s first transactional speech application at Virgin Media2003

Acquired Apropos to deliver a full contact centre value proposition2005

Delivered EMEA’s first NL Call Steering routing solution2005

Deployed first enterprise Biometric application Allstate Insurance ,followed by Swedish Banken 2003

Launched Voiyager – Worlds first 100% Error Free VXML Speech Applications2008

Evolution

Syntellect is one of Western Europe’s leadingSpeech and Contact Centre solutions providers Acquired Trio

Launched Syntellect voice recorder2009

Acquired Fluency and Envox Maintained Year over year profits2008

Copyright© 2009 Syntellect Inc. All Rights Reserved

Experience and Domain Expertise ‘Our Customer Relationship Strategy is to gain a deep understanding of client

requirements and goals and deliver mutually beneficial and referenceable results’

Focused on Long Term Relationships > Syntellect has delivered Contact Centre solutions to both medium and large organisations for over two decades.

Syntellect’s organic growth, sustained profitability and acquisition strategy provides a solid solutions foundation for medium and enterprise class multi-site organisations.

Growth with ongoing investments in:-

Platform and Technologies Talent and Capabilities Sales and Marketing

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Copyright© 2009 Syntellect Inc. All Rights Reserved 6

Syntellect – Value Proposition Foundations Solutions that are independent of any mixed PBX/IPPBX vendor

environment Avaya, Cisco, Mitel, Shoretel, Alcatel, Nortel, NEC and others

Modular deployments Speech self-service, Voice, Email Web, fax, task/workflow Several ‘packaged integrations’ into contact centre technologies eg IEX

Scaleable and Redundant Architecture Truly open standards based for Enterprise and Carrier markets Premise and Hosted offerings – using common platform

Common design, implementation and support model ISO 9001:2008 Quality Management System

Centralised administration and reporting End to end Management Information Proactive notification of application performance and business ROI

Copyright© 2009 Syntellect Inc. All Rights Reserved

Everyday millions of people experience Syntellect Solutions

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When Communicating at

Work

When Calling Customer Service

When Calling Directory

Assistance

When Scheduling

Appointments

When Completing Transactions

When Providing Information

by Phone

We Automate and Personalise Customer InteractionsThrough Voice Self-Service and Contact Centre Solutions

Copyright© 2009 Syntellect Inc. All Rights Reserved

Comments we frequently hear…Business & Commercial“I can’t cost justify replacing all my PBX’s to do an IP migration”“Can you do a rental package?”“Can I buy now expand later?”“I’d like the Project Billing Schedule to look like this”“Do you offer a risk and reward model?”“I want a fixed cost solution – can you do it?”

Agent & Operational“I’m sorry, you can’t call me directly”“It’s not on my system here,”“Hold on, I’ll put you through to someone else”“No, we don’t use email here for customers”“Who are you again?”“You have to do that online”

Technical & Planning“I want it premise based but with a fully managed service – is that OK”“We want to build it ourselves”“Who will do the integrations?”

Copyright© 2009 Syntellect Inc. All Rights Reserved 9

Core Product Offerings Syntellect CIM Platform

Blending, routing and handling of calls, emails, web chat and workflows Will utilise SCP development environment

Syntellect Communications Portal SCP Flagship Enterprise and Carrier Class platform for self-service

Voiyager© Dynamic IVR application testing Unique and Patented tools which ensures 100% quality attainment of VXML

applications

CT Connect Standards based CTI application Core to our PBX independence positioning

Phonelink Adding CTI capability for hosted CRM systems

Copyright© 2009 Syntellect Inc. All Rights Reserved 10

Other Products Synthesis – PS Engagement to audit contact centre and create

action plan Voiyager©

Dynamic IVR application testing Unique and patented tool which ensures 100% quality attainment of VXML

applications

Syntellect Survey Taker – SCP based VXML survey tool Survey Manager – CIM based survey tool Speech Enabled Auto-Attendant Predictive Outbound Dialler Quality Monitoring – CallCopy Phonelink

Adding CTI capability for CRM Salesforce and Siebel 8 connectors

Copyright© 2009 Syntellect Inc. All Rights Reserved

Experience and Domain Expertise A UK based Professional Services Team delivering

Self-Service and Contact Centre Audits Premise Based and Hosted Consulting Requirements Capture

Operational Objectives Technical Interfaces – Telephony, SIP, CTI, Business Application Integration, Legacy and Web Interface

definition

Voice User Interface Design including Persona Workshops & Usability Analysis

Dialogue Design Grammar Creation System Functional Specification Application Development on Syntellect Communications Portal, Avaya,

Nortel and Cisco Customer Information Systems Integration Business Level Management Information Speech Application Tuning

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Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect UK – Speech Deployment Model

SCP – CPE & HostedSOW > Technical Consultant & Sales Rep

Contracts & Purchase Order (Sales and Legal Counsel)

PM AssignedKick-Off > Requirements Capture – TC

VUI > Persona, Usability, WOZ – Speech ConsultantDialogue Design > VUI TeamSystem Requirements Specification > TCTest Plan > TC

Application Creation > SCP Application DeveloperPlatform installation/telephony/CTI > Systems EngineerSystems Acceptance Testing > Customer and TC

Go LiveTuning > TC/Speech Consultant/Application Developer

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect UK – CIM Deployment Model

CIMSOW and Business Analysis > Pre-sales Technical Consultant & Sales Contracts & Purchase Order (Sales and Legal Counsel)

PM Assigned

Kick-Off > Requirements Capture – TCSystem Requirements Specification (voice/email and web script flows) > TCTest Plan > TC

Application Creation and Integration > TCL Application DeveloperPlatform installation/telephony/CTI > Systems EngineerSystems Acceptance Testing > Customer and TC

Go Live

Copyright© 2009 Syntellect Inc. All Rights Reserved

CIM CIM/SCP SCP

Customer ‘Identification

and Verification’

drives effective CIM

Customer Interaction Management

Copyright© 2009 Syntellect Inc. All Rights Reserved

Customer Interaction Management

• IP / TDM PBX Support

• Speech-enabled self-service voice

portal

• Unified multi-channel interaction

management

• Intelligent routing

• Powerful agent interface

• Complete, searchable customer

interaction history

• Comprehensive management tools

• Business driven reporting

Call Recording

Quality Monitoring

Workforce M

anagement

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Copyright© 2009 Syntellect Inc. All Rights Reserved

• Blended Inbound and Outbound Voice– Scheduled Call Back– Agent Initiated– Abandoned Call Back

• Integrated Call Recording

and Screen Capture

• CTI – Data Pop / Screen

Pop using standard tools

• Voicemail for queues

Voice

Copyright© 2009 Syntellect Inc. All Rights Reserved

• Intelligent Management and Distribution

• Attachment Analysisand Routing

• AutomaticAcknowledgment& Response

• Suggested Responsesand KB integration

• Supporting SLAAdherence

Email

Copyright© 2009 Syntellect Inc. All Rights Reserved

Web

• Integrates into existing Corporatewebsite(s)

• Web Chat– URL page push

• Web Call-back– On-demand– Scheduled

Copyright© 2009 Syntellect Inc. All Rights Reserved

Fax and Whitemail• Routes inbound faxes with DDI

to specific skill-sets/groups

• Fax/Whitemail image delivered asE-mail contactattachment

• Centralised Fax/Whitemailservices with IVault integration

• Desktop client for outbound faxes

Copyright© 2009 Syntellect Inc. All Rights Reserved

• Launch External Applications and Workflow tools

• Track secondary task visibility in the Interaction Queue

• Employ CIM Real-time & Historical Reporting Features for Off-Line Interactions

• Apply Escalation Rules to Off-Line Tasks

Task / Workflow Items

Copyright© 2009 Syntellect Inc. All Rights Reserved 22

Agent Desktop Application

• Windows-based desktop application• Tiered Configuration controls

– Agent, Supervisor & Administrator views• Media-handlers

available for eachinteraction type

• APIs forintegration

Copyright© 2009 Syntellect Inc. All Rights Reserved 23

Resource Manager Application

• Toolbar based Real-time Supervisory tool• Tiered and Partitioned for solution-wide control• On-the-fly

ResourceManagement

• Supervisoryalarms

Copyright© 2009 Syntellect Inc. All Rights Reserved 24

Configuration Manager

Copyright© 2009 Syntellect Inc. All Rights Reserved

Management &Reporting

• Reporting– Real-time views– Historical trends– Call recording– Interaction history

• Tools– Drag & Drop Call Routing

• Administration– Local & remote system

management– Call categories– Users

Copyright© 2009 Syntellect Inc. All Rights Reserved 26

Interaction Vault (IVault)

• Web-based search tool for interaction content

• All media channels• ‘Cradle-to-Grave’ Interaction history• Fully integrated in the CIM Call Recorder

• Searchable acrossCIM & Customerdata

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect Survey Manager

• Allows administrators to quickly and easily incorporate surveys into multi-channel contact centres

– Fully integrated into

CIM– Create, administer,

and deploy surveys in a few easy steps

– Define actions based on results

Copyright© 2009 Syntellect Inc. All Rights Reserved

Survey Questions

Copyright© 2009 Syntellect Inc. All Rights Reserved

Monitor Results

Syntellect Call Recorder

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect Call Recorder

• Tightly Integrated with CIM– Agent Synchronisation with CIM – CIM Interaction Properties

tagged to the callrecording

– Retrieve recordingsfrom IVault

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect Call Recorder

• Features– Voice and Screen Recording– Create and Manage

Quality AssuranceScore Cards

– Aids PCI Compliance– Supports VoIP and

TDM Environments– Provides Flexible

Recording Criteria

Outbound Communicator

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect Outbound Communicator

• Higher contact centre efficiency and profitability

• Automation of outbound campaigns• Efficient call blending • Maximise utilisation of contact centre

agents via true call blending

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Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect Outbound Communicator

Initial Feature Support– Call Blending – Predictive Dialing– Automatic time-zone recognition– Live Voice Detection– Variable call pacing controls– Database screen pops– Call list import– Call list exclusion and filters

management– Call Centre integration– Agent call-back scheduling– Skills based routing

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Multi-Node Deployment

Copyright© 2009 Syntellect Inc. All Rights Reserved

Syntellect in the Enterprise

WAN

TCP/IP over Ethernet

Telephony

ExternalDatabase

Agent

InteractionManager

VoiceServer

PSTN

CIM DB

SupervisorWeb

serverEmailserver

DBServer

CTI Link

Voice Server

TCP/IP over Ethernet

Agent

Telephony

PSTN

Supervisor

DBCTI Link

TCP/IP over Ethernet

Agent

PSTN

Supervisor

DB

CTI Link

HeadquartersRemote Agent

PSTNThe Multi-Site Virtual Contact CentreDistributed Environment: Multiple Options for Maximum Resilience &Minimal TrafficUtilising existing LAN infrastructure

Utilising existing WAN infrastructure

Copyright© 2009 Syntellect Inc. All Rights Reserved

Single-Node Architecture

WAN

TCP/IP over Ethernet

Telephony

ExternalDatabase

Agent

InteractionManager

VoiceServer

PSTN

CIM DB

SupervisorWeb

serverEmailserver

DBServer

CTI Link

Voice Server

TCP/IP over Ethernet

Agent

Telephony

PSTN

Supervisor

DB

CTI Link TCP/IP over Ethernet

Agent

PSTN

Supervisor

DB

CTI Link

HeadquartersRemote Agent

PSTN

Primary Node is located at Headquarters

Secondary Sites log to Headquarter Node

Calls can arrive at all sites with Voice Servers

Robustness relies heavily on existing WAN infrastructure

Copyright© 2009 Syntellect Inc. All Rights Reserved

Multi-Node Architecture

WAN

TCP/IP over Ethernet

Telephony

ExternalDatabase

Agent

InteractionManager

VoiceServer

PSTN

CIMDB

SupervisorWeb

serverEmailserver

DBServer

CTI Link

Voice Server

TCP/IP over Ethernet

Agent

Telephony

PSTN

Supervisor

DB

CTI Link TCP/IP over Ethernet

Agent

PSTN

Supervisor

DB

CTI Link

HeadquartersRemote Agent

PSTN

InteractionManager

Additional Peer Interaction Managers at Primary NodesSecondary Sites can log to Primary Sites

Primary Sites function as Islands during WAN failure

No Single Point of Failure

Resilient CIM System Architecture

Copyright© 2009 Syntellect Inc. All Rights Reserved

High Level Architecture

VoiceServer(s)

Database Server

Switch Link

Voice Ports

Interaction Manager

Link Agent Link Agent

Copyright© 2009 Syntellect Inc. All Rights Reserved

In the event of…CTI Link Outage

VoiceServer(s)

Database Server

Switch Link

Voice Ports

Standard Agent Standard Agent

• Agents automatically become “Standard Agents” (no softphone)

Interaction Manager

Copyright© 2009 Syntellect Inc. All Rights Reserved

VoiceServer(s)

Database Server

Switch Link

Voice Ports

Link Agent Link Agent

• Agents automatically revert back to “Link Agents” (full softphone)

Interaction Manager

CTI Link - Outage Recovery

Copyright© 2009 Syntellect Inc. All Rights Reserved

Voice Server or Port FailureIP-based - voice server farm

“N+1” VoiceServer(s)

Database Server

Switch Link

Voice Ports

Link Agent Link Agent

• PBX is configured to failover calls to alternative ports/server

• Seamless operation from customer and centre perspective

Interaction Manager

Copyright© 2009 Syntellect Inc. All Rights Reserved

Agent Agent

VoiceServer(s)

Database Server

Switch Link

Voice Ports

• Syntellect CIM system continues to operate without a database

• Transactions written to log files

Interaction Manager

Database Server – Managing Outage

Copyright© 2009 Syntellect Inc. All Rights Reserved

Agent Agent

VoiceServer(s)

Database Server

Switch Link

Voice Ports

• Logs automatically written back into database (as CPU permits)

• NIL service interruption

Interaction Manager

Database Server – Outage Recovery

Copyright© 2009 Syntellect Inc. All Rights Reserved

Agent Agent

VoiceServer(s)

Database Server

Switch Link

Voice Ports

Secondary Node:• Scripted failover to alternate server• Clients and Servers reconnect to new Interaction Manager

• Interactions survive the transition

Interaction Manager

Interaction Manager

Primary Server - Outage

Copyright© 2009 Syntellect Inc. All Rights Reserved

Agent Agent

VoiceServer(s)

Database Server

Switch Link

Voice Ports

Secondary Node Recovery:• Manual or automated recovery to primary Interaction Manager

• No loss or interruption in interaction history

Interaction Manager

Primary Server – Outage Recovery

Handling Network Failures

Copyright© 2009 Syntellect Inc. All Rights Reserved

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

Database Server

Interaction Manager

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

WAN

Multi-Site Fault-Tolerance – WAN Failure

Interaction Manager

Database Server

Premier Bill Evans 0:00:55 New Issue

Standard Jerry Smith 1:47:13 Ticket 24765

Standard John Lawrence 0:01:28 Ticket 22654

Premier Marsha Cohen 0:00:57 New Issue

Standard Emily Watson 2:58:10 Ticket 25716

Sales Yvonne Dillon 0:23:47 New Order

Sales George Davis 0:00:58 Order 1475

Standard Lori Filippi 0:01:23 New Issue

Sales Nate Jones 0:12:36 New Order

Premier Carol Parsons 2:15:28 Ticket 21997

Standard William Nichols 3:50:30 New Issue

Premier Harvey Johnson 0:27:20 New Issue

Premier Bill Evans 0:00:55 New Issue

Standard Jerry Smith 1:47:13 Ticket 24765

Standard John Lawrence 0:01:28 Ticket 22654

Premier Marsha Cohen 0:00:57 New Issue

Standard Emily Watson 2:58:10 Ticket 25716

Sales Yvonne Dillon 0:23:47 New Order

Sales George Davis 0:00:58 Order 1475

Standard Lori Filippi 0:01:23 New Issue

Sales Nate Jones 0:12:36 New Order

Premier Carol Parsons 2:15:28 Ticket 21997

Standard William Nichols 3:50:30 New Issue

Premier Harvey Johnson 0:27:20 New Issue

True Virtual Queuing across sites

SITE A

SITE B

Copyright© 2009 Syntellect Inc. All Rights Reserved

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

Database Server

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

WAN

Database Server

WAN

WAN Hiccup (very brief) Failure:• Brief loss of inter-site comm.

• No effect on operation

Premier Bill Evans 0:00:55 New Issue

Standard Jerry Smith 1:47:13 Ticket 24765

Standard John Lawrence 0:01:28 Ticket 22654

Premier Marsha Cohen 0:00:57 New Issue

Standard Emily Watson 2:58:10 Ticket 25716

Sales Yvonne Dillon 0:23:47 New Order

Sales George Davis 0:00:58 Order 1475

Standard Lori Filippi 0:01:23 New Issue

Sales Nate Jones 0:12:36 New Order

Premier Carol Parsons 2:15:28 Ticket 21997

Standard William Nichols 3:50:30 New Issue

Premier Harvey Johnson 0:27:20 New Issue

Premier Bill Evans 0:00:55 New Issue

Standard Jerry Smith 1:47:13 Ticket 24765

Standard John Lawrence 0:01:28 Ticket 22654

Premier Marsha Cohen 0:00:57 New Issue

Standard Emily Watson 2:58:10 Ticket 25716

Sales Yvonne Dillon 0:23:47 New Order

Sales George Davis 0:00:58 Order 1475

Standard Lori Filippi 0:01:23 New Issue

Sales Nate Jones 0:12:36 New Order

Premier Carol Parsons 2:15:28 Ticket 21997

Standard William Nichols 3:50:30 New Issue

Premier Harvey Johnson 0:27:20 New Issue

Multi-Site Fault-Tolerance – WAN Failure

Interaction Manager

Interaction Manager

Copyright© 2009 Syntellect Inc. All Rights Reserved

WAN

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

Database Server

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

Enterprise

Database Server

Lengthy WAN Failure:• Sites are isolated, and can become “islands”

Premier Bill Evans 0:00:55 New Issue

Standard John Lawrence 0:01:28 Ticket 22654

Premier Marsha Cohen 0:00:57 New Issue

Standard Lori Filippi 0:01:23 New Issue

Premier Carol Parsons 2:15:28 Ticket 21997

Standard William Nichols 3:50:30 New Issue

Standard Jerry Smith 1:47:13 Ticket 24765

Standard Emily Watson 2:58:10 Ticket 25716

Sales Yvonne Dillon 0:23:47 New Order

Sales George Davis 0:00:58 Order 1475

Sales Nate Jones 0:12:36 New Order

Premier Harvey Johnson 0:27:20 New Issue

SITE A

SITE B

Multi-Site Fault-Tolerance – WAN Failure

Interaction Manager

Interaction Manager

Copyright© 2009 Syntellect Inc. All Rights Reserved

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

Database Server

Agent

Voice/IntServer(s)

Switch Link

Voice Ports

WAN

Enterprise

Database Server

WAN Recovery:• Sites are automatically reconnected

• Complete virtual queuing & data is restored

Premier Bill Evans 0:00:55 New Issue

Standard Jerry Smith 1:47:13 Ticket 24765

Standard John Lawrence 0:01:28 Ticket 22654

Premier Marsha Cohen 0:00:57 New Issue

Standard Emily Watson 2:58:10 Ticket 25716

Sales Yvonne Dillon 0:23:47 New Order

Sales George Davis 0:00:58 Order 1475

Standard Lori Filippi 0:01:23 New Issue

Sales Nate Jones 0:12:36 New Order

Premier Carol Parsons 2:15:28 Ticket 21997

Standard William Nichols 3:50:30 New Issue

Premier Harvey Johnson 0:27:20 New Issue

Premier Bill Evans 0:00:55 New Issue

Standard Jerry Smith 1:47:13 Ticket 24765

Standard John Lawrence 0:01:28 Ticket 22654

Premier Marsha Cohen 0:00:57 New Issue

Standard Emily Watson 2:58:10 Ticket 25716

Sales Yvonne Dillon 0:23:47 New Order

Sales George Davis 0:00:58 Order 1475

Standard Lori Filippi 0:01:23 New Issue

Sales Nate Jones 0:12:36 New Order

Premier Carol Parsons 2:15:28 Ticket 21997

Standard William Nichols 3:50:30 New Issue

Premier Harvey Johnson 0:27:20 New Issue

Multi-Site Fault-Tolerance – WAN Failure

WAN

Interaction Manager

Interaction Manager

Copyright© 2009 Syntellect Inc. All Rights Reserved

The Syntellect Advantage Full Service Solution Provider

• Application discovery

• System architecture design

• Project management

• Systems integration

• Speech services consulting

• System implementation

• System lifecycle testing

• Business continuity planning

• Technical support

• Managed services

• Maintenance

• Education & training

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www.syntellect.com