Difference between revisions of "UseCases/Current/GenesysEngage-onpremises/SL05"

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|PremiseAssumptionsAdditional_Sales=* This use case is available on Premise
 
|PremiseAssumptionsAdditional_Sales=* This use case is available on Premise
 
|BusinessImageFlow={{SMART BusinessImageFlow
 
|BusinessImageFlow={{SMART BusinessImageFlow
|BusinessFlow='''Lead Capture (out of scope for the use case)'''
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|BusinessFlow='''(1) Lead Capture (out of scope for the use case)'''
  
 
Lead Capture (out of scope for the use case) The logic, which triggers the creation of a lead within Genesys, depends on the web site and is out of the scope of this use case. When a lead is detected logic on the company web site or lead capture system will create a new lead within Genesys. A typical scenario is an abandoned shopping cart event as is shown in the following diagram:
 
Lead Capture (out of scope for the use case) The logic, which triggers the creation of a lead within Genesys, depends on the web site and is out of the scope of this use case. When a lead is detected logic on the company web site or lead capture system will create a new lead within Genesys. A typical scenario is an abandoned shopping cart event as is shown in the following diagram:
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#If he does not proceed with his buying process or closes the browser, a lead is generated. All relevant data is collected by the web site and the lead is created in Genesys for distribution to a lead development representative.
 
#If he does not proceed with his buying process or closes the browser, a lead is generated. All relevant data is collected by the web site and the lead is created in Genesys for distribution to a lead development representative.
 
}}{{SMART BusinessImageFlow
 
}}{{SMART BusinessImageFlow
|BusinessFlow='''Business Flow - Distribution'''
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|BusinessFlow='''(2) Business Flow - Distribution'''
  
 
The following diagram shows the business flow of the use case:
 
The following diagram shows the business flow of the use case:
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#The lead development representative will handle the lead and attempt to call the lead using the provided contact data.
 
#The lead development representative will handle the lead and attempt to call the lead using the provided contact data.
 
}}{{SMART BusinessImageFlow
 
}}{{SMART BusinessImageFlow
|BusinessFlow='''Business Flow - Lead Handling'''
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|BusinessFlow='''(3) Business Flow - Lead Handling'''
 
|BusinessImage=https://www.lucidchart.com/documents/edit/8977843f-84ce-418c-9121-aca541bbc985/0
 
|BusinessImage=https://www.lucidchart.com/documents/edit/8977843f-84ce-418c-9121-aca541bbc985/0
 
|BusinessFlowDescription=Business Flow - Lead Handling
 
|BusinessFlowDescription=Business Flow - Lead Handling
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*Number leads received (total, for current day)
 
*Number leads received (total, for current day)
 
*Number calls made (total for current day)
 
*Number calls made (total for current day)
|RealTimeReporting=The iWD out of the box Pulse templates can provide the following reports in Pulse:
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|RealTimeReporting='''Genesys Pulse''' enables at-a-glance views of real-time contact center statistics through dashboards and wallboards.
  
IWD lead development representative Activity: A report presenting lead development representative or lead development representative group activity as it relates to the processing iWD work items type contacts.
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Each Genesys Pulse report presents information within graphical widgets, which show graphs or tables that provide information about incoming voice call queues, agent groups, or individual agents. You can personalize Genesys Pulse reports based on functional, geographical, or organizational considerations.
  
IWD Queue Activity: A queue report presenting an overview of current or near real-time activity associated with the iWD queues.
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Genesys Pulse provides templates for the most popular reports. You can use these templates to quickly add report widgets to your dashboards.
  
The following diagram shows a typical dashboard configured with iWD templates for work item monitoring.
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The following Genesys Pulse standard reports are particularly relevant for this use case:
  
[[File:HighValueLeadManagementPulse1.png|thumbnail|Example of Genesys Pulse Workitem Display]]
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*IWD Agent Activity — Displays agent or agent group activity as it relates to the processing iWD work items type contacts.
|HistoricalReporting=Interactive Insights for IWD is used to provide historical reporting. The IWD department and process provide the dimensions for out-of-the box aggregated information in iWD Datamart for them.
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*IWD Queue Activity — Displays an overview of current or near real-time activity associated with the iWD queues.
  
Additional dimensions include:
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See [https://docs.genesys.com/Documentation/EZP/latest/User/RTRTemplatesA Standard Report Templates] for more information.
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|HistoricalReporting='''Genesys CX Insights''' (GCXI) provides customizable reports and dashboards that can help you track the benefits of this use case by analyzing historical data KPIs that provide intraday tracking of processes, resource performance, and task handling.
  
*Customer Segment
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Some of the most relevant reports include:
*Type of request
 
*Deal Value ranges
 
*Product
 
*Call Result
 
 
 
Lead perspective reports are listed in table below. The dimensions are shown in the columns and reports and report types are defined in rows.
 
Report details are:
 
 
 
*N_COMPLETED_IN_SLA, number for leads completed before due date was reached
 
*N_COMPLETED_OUT_SLA, number for leads completed before due date was reached
 
*T_WAIT, is total waiting time of interactions from dispatch till assign
 
*T_HANDLING_TIME, is total handling time of interactions by a lead development representative, time when interactions are assigned
 
*T_PROCESSING, is time from created till completed interaction status.
 
  
From lead development representative perspectives have been following statistics defined:
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*[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDIntrDyPrcsDshBrd Intraday Process Dashboard] —  Provides an Intraday overview of the completed iWD tasks that were overdue, along with the counts, percentages, and averages of completed iWD tasks, including a breakdown of the average amount of time it took to complete tasks. This dashboard provides visual summaries of the detailed information in the on the [https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDIntrDyPrcs Intraday Process Report].
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*[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDIntrDyPrcs Intraday Process Report] —  Provides information about the performance of historical and pending work items. Use this report to learn more about sources of backlog, about throughput, and to understand how often tasks become overdue before they are finished. Includes counts of the completed iWD tasks that were overdue, and counts, percentages, and averages of completed iWD tasks, along with a breakdown of the average amount of time it took to complete tasks.
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*[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDResPerfDshbrd Resource Performance Dashboard] — Gives insight into the amount of time and effort resources are spending to resolve work items.
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*[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDResPerf Resource Performance Report] — Insight into how resources handle tasks over specific time periods, which can help you gain insight into the the variability of performance for each process, department, and days the resource worked.
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*[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDTskDtl Task Detail Report] — Provides details about individual work items when viewed from the customer perspective.
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*[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDTskWrkDtl Task Work Detail Report] — Provides detailed information about tasks that involved more than one employee, and about the queues that distributed the tasks to the employees.
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*[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIiWDCstrSgmtSrvcLvl Customer Segment Service Level Report] — Provides information about the number of new tasks, number of completed tasks, and the percentage of all tasks that were completed during the reporting interval, by day, by customer segment, and by business process.
  
Lead disposition code needs to be stored into separate attached data, each time when lead is processed by a lead development representative.
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See more information, see ''[https://docs.genesys.com/Documentation/GCXI/9.0.0/User/Welcome Genesys CX Insights 9.0 User's Guide]'' and [https://docs.genesys.com/Documentation/GCXI/9.0.0/User/HRCXIForiWD Genesys CX Insights reports for iWD Cloud].
 
|CustomerAssumptions=*Genesys standard Web Service Adapter, Database Adapter or xml file adapter to be used for source system integration.
 
|CustomerAssumptions=*Genesys standard Web Service Adapter, Database Adapter or xml file adapter to be used for source system integration.
 
*Customer will handle the integration between the web site and Genesys IWD needed to create leads for leads.
 
*Customer will handle the integration between the web site and Genesys IWD needed to create leads for leads.
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*Up to 5 departments with 10 processes each are configured as part of this use case.
 
*Up to 5 departments with 10 processes each are configured as part of this use case.
 
*Standard rules templates to be used to define all the classification and prioritization rules plus the addition of Java functions for priority calculations.
 
*Standard rules templates to be used to define all the classification and prioritization rules plus the addition of Java functions for priority calculations.
*Pulse is used for real-time reporting.
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*Genesys Pulse is used for real-time reporting.
 
|PremiseAssumptionsAdditional=This use case is available in Premise
 
|PremiseAssumptionsAdditional=This use case is available in Premise
 
|SMART_CloudAssumptions={{SMART CloudAssumptions
 
|SMART_CloudAssumptions={{SMART CloudAssumptions

Revision as of 10:23, August 11, 2020

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Important
The PS material for this use case has not been finalized. Please contact your local CSD for effort estimates and scope details of this use case.

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Use Case Overview

Story and Business Context

Info needed.

Use Case Benefits*

The following benefits are based on benchmark information captured from Genesys customers and may vary based on industry, lines of business or Genesys product line: Info needed.

*You can sort all use cases according to their stated benefits here: Sort by benefits

Summary

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Use Case Definition

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Business and Distribution Logic

Business Logic

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Customer-facing Considerations

Interdependencies

All required, alternate, and optional use cases are listed here, as well as any exceptions.

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Document Version

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