The Business
Challenge:

How to Deliver an
Excellent Customer
Experience at
Exact Cost
The Business Challenge:

                              Client                Client                        Client




                 IVR               Phone   Web Self Service            Advisor             Email/Mail/Fax

                  Relationship Manager                CSR                        Business Partner


                       Silo’d                                                      Disconnected
    Improve customer satisfaction                                                  Improve productivity

    Reduce cost to maintain                                                        Reduce error rates

    Reduce customer churn                                                          Reduce training times


              Inflexible                                                           Manual
                    Legacy Systems 1        Legacy Systems 2              Legacy Systems n


2                                            © 2011 Pegasystems Inc.
The Customer Service Challenge:

     Deliver Personalized Service                             With Production Line Efficiency




     Revenue & Satisfaction                                   Efficiency & Cost Reduction

3                                   © 2011 Pegasystems Inc.
In The Current Environment:




4                     © 2011 Pegasystems Inc.
With Pega: Deliver the Intent Driven Experience:




                                                  •Personalized

                                                  •Guided

                                                  •Situational

                                                  •Unified




5                       © 2011 Pegasystems Inc.
With Pega: Deliver the Intent Driven Experience :




6                       © 2011 Pegasystems Inc.
With Pega: Deliver the Intent Driven Experience :

       Mr.       Gold


       Stephen
       Gold




7                        © 2011 Pegasystems Inc.
In the Current Environment:




8                     © 2011 Pegasystems Inc.
With Pega: A Seamless Cross Channel Experience




9                      © 2011 Pegasystems Inc.
In the Current Environment:




 Dear IT,

 Please see the following
 stack of requirements
 that include our changes

 The Business




10                          © 2011 Pegasystems Inc.
With Pega: Directly Capture Your Objectives




     Install                                     CODE

11                     © 2011 Pegasystems Inc.
The Pega Customer Service Solution:

                                             Client                                                           Client                                                                   Client

                                                   Cross-Channel Interaction Management

         Web Services           MQ
        IVR etc..
          Message,                                   Phone                               Web Self Service                                          Advisor                                                Email/Mail/Fax

         Relationship Manager                                                                                   CSR                                                        Business Partner

                                                                      Case Management & Control
                              Account Onboarding




                                                                                                                                                     Transaction Dispute




                                                                                                                                                                                            Fraud Investigation
                                                                                                                                 Missing Payment
                                                     Address Change
            Account Opening




                                                                                     Statement Copy




                                                                                                                                                                           Exception Mgmt
                                                                       Check Order




                                                                                                          Work
                                                                                                        Automation




            Legacy Systems 1                                                                          Legacy Systems 2                                           Legacy Systems n


12                                                                                                     © 2011 Pegasystems Inc.
Three Customer Examples:
                              Challenge                                Challenge                                     Challenge
     Prescription Solutions




                                                                                                            Orange
                                                                 RBC
                              • Support massive growth - $4b           • Diverse support staff                       • How to decrease churn
                                to $18b over 5yrs                        distributed over diverse 8                    and support all channels in
                              • Paper centric, manual                    regions and 14 fulfillment                    hyper competitive industry
                                processes                                groups                                      • Increase margin
                              • High cost of compliance                • Each group used different                   • Manage 150k expiring
                              Solution                                   systems                                       contracts per month
                                                                       • No clear path to resolution or              Solution
                              • CPM                                      status
                              • Desktop + Web - Self Service                                                         • Decisioning & Analytics
                                                                       • Phone, Branch, Fax, Email,
                              • Managing service and pre-                Mail                                        • Deployed to 100’s of
                                authorization processes                                                                CSR’s and thousands of
                                                                       Solution                                        stores
                              • Thousands of daily
                                transactions                           • SCM for Client Action and                   • Support offers that change
                                                                         Request (CART)                                on a daily basis
                              • Across thousands of CSR’s
                                                                       • Resolution across channels                  • Retention Strategies
                              • Daily changes to support new
                                                                         and lines of business – front               Result
                                products, prices, regulations,
                                                                         and back office
                              Result                                   Results                                       • $2million increase in margin
                              • 50% reduction in AHT                                                                  per month
                                                                       • Significant reduction in time to            • Increased retention 4%
                              • $2m savings is staff reduction           resolution basic inquiries -
                                annually                                                                             • Best Retailer and Best
                                                                         from 5 days to 30 minutes
                              • Single source of truth for                                                             Customer Service per the
                                                                       • Reduce head count 20% in                      2010 Mobile Choice
                                guidelines                               support                                       Consumer Awards
                              • Changes in hours vs. weeks             • Eliminated user training
                              • Increase accuracy




13                                                                     © 2011 Pegasystems Inc.

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Customer Service Business Challenges And Pegas Solution

  • 1. The Business Challenge: How to Deliver an Excellent Customer Experience at Exact Cost
  • 2. The Business Challenge: Client Client Client IVR Phone Web Self Service Advisor Email/Mail/Fax Relationship Manager CSR Business Partner Silo’d Disconnected Improve customer satisfaction Improve productivity Reduce cost to maintain Reduce error rates Reduce customer churn Reduce training times Inflexible Manual Legacy Systems 1 Legacy Systems 2 Legacy Systems n 2 © 2011 Pegasystems Inc.
  • 3. The Customer Service Challenge: Deliver Personalized Service With Production Line Efficiency Revenue & Satisfaction Efficiency & Cost Reduction 3 © 2011 Pegasystems Inc.
  • 4. In The Current Environment: 4 © 2011 Pegasystems Inc.
  • 5. With Pega: Deliver the Intent Driven Experience: •Personalized •Guided •Situational •Unified 5 © 2011 Pegasystems Inc.
  • 6. With Pega: Deliver the Intent Driven Experience : 6 © 2011 Pegasystems Inc.
  • 7. With Pega: Deliver the Intent Driven Experience : Mr. Gold Stephen Gold 7 © 2011 Pegasystems Inc.
  • 8. In the Current Environment: 8 © 2011 Pegasystems Inc.
  • 9. With Pega: A Seamless Cross Channel Experience 9 © 2011 Pegasystems Inc.
  • 10. In the Current Environment: Dear IT, Please see the following stack of requirements that include our changes The Business 10 © 2011 Pegasystems Inc.
  • 11. With Pega: Directly Capture Your Objectives Install CODE 11 © 2011 Pegasystems Inc.
  • 12. The Pega Customer Service Solution: Client Client Client Cross-Channel Interaction Management Web Services MQ IVR etc.. Message, Phone Web Self Service Advisor Email/Mail/Fax Relationship Manager CSR Business Partner Case Management & Control Account Onboarding Transaction Dispute Fraud Investigation Missing Payment Address Change Account Opening Statement Copy Exception Mgmt Check Order Work Automation Legacy Systems 1 Legacy Systems 2 Legacy Systems n 12 © 2011 Pegasystems Inc.
  • 13. Three Customer Examples: Challenge Challenge Challenge Prescription Solutions Orange RBC • Support massive growth - $4b • Diverse support staff • How to decrease churn to $18b over 5yrs distributed over diverse 8 and support all channels in • Paper centric, manual regions and 14 fulfillment hyper competitive industry processes groups • Increase margin • High cost of compliance • Each group used different • Manage 150k expiring Solution systems contracts per month • No clear path to resolution or Solution • CPM status • Desktop + Web - Self Service • Decisioning & Analytics • Phone, Branch, Fax, Email, • Managing service and pre- Mail • Deployed to 100’s of authorization processes CSR’s and thousands of Solution stores • Thousands of daily transactions • SCM for Client Action and • Support offers that change Request (CART) on a daily basis • Across thousands of CSR’s • Resolution across channels • Retention Strategies • Daily changes to support new and lines of business – front Result products, prices, regulations, and back office Result Results • $2million increase in margin • 50% reduction in AHT per month • Significant reduction in time to • Increased retention 4% • $2m savings is staff reduction resolution basic inquiries - annually • Best Retailer and Best from 5 days to 30 minutes • Single source of truth for Customer Service per the • Reduce head count 20% in 2010 Mobile Choice guidelines support Consumer Awards • Changes in hours vs. weeks • Eliminated user training • Increase accuracy 13 © 2011 Pegasystems Inc.