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Usability and Technology Improvements to Increase Customer Service BILL PATCHETT Manager of Revenue Accounting, Salt River Project BRIAN GRILLO Regional Sales Director, Paymentus EEI / AGA Customer Service Conference -- April 2015

Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

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Page 1: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Usability and Technology Improvements to Increase Customer Service

BILL PATCHETT Manager of Revenue Accounting, Salt River Project

BRIAN GRILLO Regional Sales Director, Paymentus

EEI / AGA Customer Service Conference -- April 2015

Page 2: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Public Utility for Electric and Water Service

Phoenix, AZ region

1 million user accounts

#1 in Customer Service among large utilities in the West (for 13 consecutive years)

Leading provider of eBilling and ePayment solutions for billing organizations in North America

Founded in 2004

HQ in Charlotte, NC

1,000 clients (800 utilities)

300 million transactions/year

Page 3: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Payment Channel Redesign

Page 4: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Original Channel Survey

0% 10% 20% 30% 40%

1 - 4

5 - 6

7 - 8

9 - 10Reasons

Fee is too high

Functionality issues

Use of a third party

Multiple payment screens can be confusing

Page 5: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Web Design

Error handling

Small fonts

Non-functional buttons

Field population issues

Confusing instructions

Page 6: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

RFP – Vendor Selection

RFP

Group review

Vendor presentation

Final considerations

Page 7: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Considerations

Team selection

Project flow– Water Fall– Concurrent

System integrations

Roll-out Date

Security

Posting Protocol

PCI Compliance IP White Listing Data encryption Tunnel encryption

Page 8: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Third-Party Providers

Paymentus

Modern Product Suite

Broad Feature Set

Level 1 PCI Certified

Consistent, Reliable, Secure Infrastructure

Page 9: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Usability Improvements

Web IVR

Consistent Design

Improved Functionality

Better Error Handling

Improved Readability

Additional Payment Information

Better Call Support

Customizable

Page 10: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Customer Satisfaction Survey Credit Card Channel

Achieved an87% improvement

in the highest satisfaction levels!

0% 20% 40% 60%

1 - 4

5 - 6

7 - 8

9 - 10

34%

25%

19%

22%

10%

13%

26%

51%

Page 11: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Future Considerations

Add eCheck / ACH Option

Improve Commercial “Friendliness”

Provide AutoPay - Recurring Payments

Optimize for Mobile

Page 12: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Smartphone Ownership

Source: Edison Research and Triton Digital. April 25, 2014

http://www.edisonresearch.com/2014-smartphone-ownership-demographics/

Page 13: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Mobile Tipping Point

Source: StatCounter Global Stats, 5/14

Mobile Traffic as % of Global Internet Traffic(thru May 2014)

Page 14: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Mobile-Only Users

34% of U.S. mobile users go online mostly through their phones (Pew 2014)

Mobile Bill-Pay reaches

Page 15: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Inconsistent Mobile Experiences

Until now, inconsistent and uncertain mobile experiences have lowered user’s expectations.

Today, mobile experiences are improving and user’s expectations are changing.

15

Page 16: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Customer Expectations Maturing

Mobile accounted for 22.6% of online sales in the Dec 2014 holiday shopping season*

2015 is shaping up to be a transition year

*IBM Digital Analytics Benchmark Hub – US Online Retail Holiday Shopping Recap Report 2014

Page 17: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Mobile-Optimized Web DesignResponsive Design delivers an optimal experience regardless of the screen size.

Page 18: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Pay by Text

80% of adults in the U.S. use text messaging.

--Pew Research--

Page 19: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Pay by Email

Page 20: Usability and Technology Improvements to Increase Customer … · 2015-04-28 · Retail Holiday Shopping Recap Report 2014. Mobile-Optimized Web Design. Responsive Design delivers

Thank you.BILL [email protected]

BRIAN [email protected]