Inside Networking
April 2001

Tony Rybczynski

Preparing For The Customer Economy

BY TONY RYBCZYNSKI


The Internet has had fundamental impacts on the enterprise. Web-based customer access, lower transaction costs, and new entrants have all challenged the status quo and at the same time created new opportunities. The next major challenge is to enhance the customer's experience, whether he/she chooses to interact over the Web, over the telephone, via fax/e-mail, or in person. IT managers are under enormous pressure to introduce new applications and reduce operational costs in an ever-growing and highly competitive global economy. They are faced with expanding their multi-channel delivery systems while rolling out CRM systems for improved customer satisfaction, customer retention, and new sources of revenue. They have to deliver mainframe and telephony-like predictability and reliability to their IP networks, while continuing to evolve the reach and capacity of the networking infrastructures. Critical to this strategy is the ability to leverage networking technology to build business-class networks, for C2B (consumer-to-business) and B2B (business-to-business) e-business applications and end users.

INTEGRATING BRICKS AND CLICKS -- A DAUNTING TASK
The integration of multi-channel front office and multi-product back office systems, customer and financial databases, and networking and software infrastructures into a reliable, scalable, high performance e-business system is a daunting task. What key steps might some of the enterprises take?

While some enterprises, such as many financial institutions and dot-com companies, would say they have already embraced relationship or value management, they may not be effective in practicing what they preach. Customer loyalty may be low and full revenue potential may be unrealized. In addition, traditional metrics (e.g., for agent productivity) may still drive the institution. The first step in becoming proactive in a customer-driven environment is to clearly establish CRM as your business strategy, with the goal of maximizing the lifetime value of the customer while optimizing the cost of servicing that individual.

The second major step is to establish a dynamic data warehouse that allows you not only to bring together the wealth of information that you already have on your customers, but also to capture in real-time every move of every customer, from financial goals to channel usage and preferences. Online analytics allow you to leverage this knowledge in order to identify ways to deepen the relationship and serve the customer better. A flexible data model is required that allows you to mine the wealth of information that you have about your customers and to deliver it to the various customer touch points for action, including up-selling and cross-selling opportunities.

The third major step is the establishment of a front-end channel management system, which not only addresses the Web and contact centers, but remote office/branch environments as well. Being always available when a customer needs you -- with consistency, quality, and timeliness of information -- creates a seamless experience for your customers and builds loyalty. This channel management front end provides customer authentication, routing and handling of all information queries and transactions based on value and priority, tracking of interactions (directly or via legacy systems), close coordination of self service and assisted channels, intuitive assistance as the customer moves from one channel to the next, and multi-channel collaboration tools.

A highly flexible, open, standards-based e-business architecture allows enterprises to understand, anticipate, and personalize all interactions across multiple touch points, and automates and empowers both employees and customers to ensure consistent experience and a single view of customer life cycles.

MAXIMIZING INVESTMENT IN BRICKS
Even as Internet-based e-commerce is exploding, enterprises in a broad range of industries are continuing to invest in retail outlets and branches -- places that allow customers face-to-face interactions. For example, in the retail banking sector, 50 to 70 percent of the IT operating budget is still targeted at branch networks, though all the growth is in electronic channels. As a result, one of the larger challenges that you are faced with is to provide seamless service, whether the customer walks into a retail outlet or communicates through some electronic means. Effective retail outlet strategies have two major objectives: expense reduction and improved revenue generation. Bandwidth, real estate, and staff in the branch are big components of the expense, while attracting new customers and expanding services are the catalysts for new revenues.

To these ends, the three major components of a branch networking strategy that you should consider are:

  1. Transforming the branch into an integral part of the institution's customer-driven strategy. This extends the branch to be an entry point into the multiple service delivery system, and delivers the maximum benefits of CRM deployment.

  2. Unifying your branch platform to deliver a unified high performance IP-optimized network infrastructure for omnimedia application delivery. It must be scalable, secure, reliable, and provide application differentiation for wired and wireless voice, data, and video traffic. This will deliver the optimal price/performance over the WAN and eliminate the branch as a bottleneck for new applications.

  3. Unifying your operational environment across data, telephony, and video applications. This simplifies management and lowers Total Cost of Ownership in hundreds or thousands of sites through protocol consolidation onto IP, consolidation onto fewer networks (increasingly leveraging the Internet), consolidation over fewer communications devices (for voice, data, and video), and unified remote management.

IP NETWORKING FOR E-BUSINESS
Many enterprises have tuned the performance of their traditional channels to high levels. However, current IP networks are not robust enough and don't exhibit consistent enough behavior to meet the demands of e-business applications (such as real-time one-on-one collaboration with customers). Therefore, IT managers are asking what needs to be done to develop an IP networking infrastructure which exhibits the reliability and performance of their other channels. Start by taking an application, rather than technology-centric, perspective. This ultimately includes defining SLAs between your IT organization and your business units that own the application or the customer. The SLA would specify performance guarantees for consistent, secure, and reliable delivery of connectivity, latency, and throughput requirements for e-business-critical applications and for classes of end users and customers (e.g., gold, silver, bronze).

Increased reliability is a key requirement, not just at the switch-level equipment, but also taking an end-to-end system-level view for true fault-tolerant open IP networking. Best-effort IP networking giving equal treatment to all applications won't hack it. Differentiated treatment via IP quality of service is required, operated under a closed-loop policy management to ensure application SLAs are met within the business rules of the corporation. Reliability and traffic management has to extend beyond the confines of the enterprise campus or remote office site. Flexibility is a must when extending multiservice IP networking across the public network with its variety of price/performance attributes. Of course, internal enterprise initiatives must be taken to evaluate the adequacies of operational procedures, security policies, and SLA processes in the new environment. Finally, partnering with the right vendors is critical to fully leverage technology for business advantage. All these actions lead to defining an enterprise-wide, high performance architecture that is an open IP-optimized e-business-grade networking blueprint, addresses intra-site, inter-site and Internet environments, supports all client, server, and media types, provides comprehensive security and QoS, and operates under a consistent directory structure with end-to-end network, policy, and service management.

MEASURING SUCCESS: RETURN ON RELATIONSHIP
The final step lies in integrating Return On Relationship (ROR) metrics across all aspects of your business. The ROR model places the focus on the lifetime of your customer. In other words, the potential dollar value of repeat and referral business, both over time (throughout the customer's shifts in age, spending patterns, and other demographic changes) and over a broad range of products and services. In this business model, you gather info about your customers, interaction by interaction, and use that information to personalize how your customers are treated. For example, you can use ROR to measure the margin from sales divided by interaction cost, or net revenue plus a portion of the influenced revenue, or the weighted sum of self-service calls to a service desk and field support interactions. The value of ROR extends across your organization, improving efficiency of your decision making process, and measuring the performance of all customer-facing activities. ROR can be used to:

  • Differentiate your service offering by defining different customer segments and actions based on the results of the analytics. Business rules could direct workflow and scripts to customize interfaces, recommend products, or set product discounts.

  • Respond to your customers appropriately and immediately, including automatic invocation of escalation procedures.

  • Analyze performance of your service representatives and automated systems, reporting on cross-selling opportunities.

Moving your enterprise towards a customer-centric environment is a big task but does not have to be daunting. Establish a clear set of business-driven strategies, follow a systematic approach to ROR-enabling your application and business-process environment, and make sure your network is up to the task.

Tony Rybczynski is director of strategic marketing and technologies for Nortel Networks' Enterprise Solutions unit. For more information, visit the company's Web site at www.nortelnetworks.com. E-mail questions or comments to tonyryb@nortelnetworks.com.

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