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    Deliver Great CustomerExperiences

    Patrick JIANGConsulting Solution ManagerOracle Consulting Services

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    Copyright 2013, Oracle and/or its affiliates. All rights reserved.2

    Todays Discussion

    Global Insights: Succeeding in the customer experience Oracle reference architectures

    Key considerations

    Customer case studies

    Next Steps: How to get started

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    Executive Summary: The Execution Ch

    Businesses & Customers Are WorldsApart: Expectations Outpace CX Delivery

    Social media: A Key trend driving CX, but manybusinesses are playing catch up

    81% agree social media is critical for success, yet 35%dont support social media for sales or service

    Falling Short On Delivering the

    Experiences Customers Want Slow adoption rate of customer expected capabilities

    Significant opportunities for improving experiencesacross research, buying, and post purchase processes

    Inflexible technology, siloed organizations and systems,insufficient investment, and inability to measureperformance hinder success

    Solving the Execution Chasm Requires a New Approach to CX

    Obstacles Hindering CX Success Span People, Process, and Technology

    Global Strategic Imperativewith Huge Financial Stakes

    93% say that improving CX is one of thetop three priorities for the next two years;97% state CX is critical to success

    The cost of failure is large20% ofannual revenue

    Key trends: CX focus higher due to risingcustomer expectations and social media

    Yet, Many BusinessesAre Stuck in Idle

    91% want to be a CX leader, but 37%are just getting started with a formalCX initiative

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    People & Processe

    Tech, People, and Processes Present O

    1Respondents asked to select top three

    27%

    Technology

    29%Limitations of

    inflexible

    technology andapplication

    infrastructure

    24%Difficulty regularly

    tracking

    performancemeasures and

    customerfeedback

    23%Don't have aconsolidated,

    accurate, 360-degree customerview across alltouch points

    18%Siloed systems that

    prevent us from easily

    sharing information orsupporting continuous

    processes acrosstouch points

    Siloed organizations/conflicting key

    performance indicators(KPIs)/incentives betwee

    different channels/business units

    Breakdown Organizational Silos and Address CX fromTAKE AWAY

    Some of the Biggest CX Obstacles Are:1

    Executives cite limitations from inflexible technology, sil

    organizations, and insufficient investments as the biggeobstacles to delivering the best possible customer expe

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    Voice

    In-Store

    Print

    Chat

    Email

    Social

    Search Web

    Ask for Recommendations

    Visit Retail Store

    Get Confirmation

    Pickup Local Store

    Read Reviews Ask for Advice

    Ask for Info

    Order Online

    Kiosk

    Change Order

    See PromotionReadArticle

    Get Help

    Research Select ReceiveNeed Purchase MaintainUse

    Read Manual

    R

    Customer ExperienceChannels of Interaction

    Web

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    Dramatically reduces the time tocreate your solution architecture

    Incorporates industrybest practices

    Reduces your risk by providing a

    repeatable solution blueprint Helps you make the best use of

    Oracle and other vendors products

    Why a Reference Architecture?

    Customer Experience Reference Archi

    "If you think good architecture is expensive, try bad architecture."Brian Foote and Joseph Yoder

    Click to enlarge

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    Customer Experience Reference ArchiKey Architectural Principles

    Features Benefits

    CommonBusinessProcess

    Execution

    Provide an end user experience that is seswitch between touch points

    Support common business processes acr Monitor business processes to identify us

    touch points

    Service-enabled

    Back-endSystems

    Decouple back-end systems from channeprocesses

    Support a customer centric mode of operproduct centric mode

    Link all systems to a common customer v

    Multi-channelSupport

    Write once and easily deploy across all to

    Monitor and manage SLAs and performantouch points

    Secure AllChannels

    Provide a centralized identity and access

    Build in fraud detection to understand threall of the touch points

    Helps You:

    Translate business needsinto requirements on thesolution architecture

    Develop your companyspecific architectureprinciples by providing astarting set of principles

    Articulate and enforce yourcompanys priorities, both

    business and IT

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    Customer Experience Reference ArchiConceptual View

    Marketing andLoyalty

    Commerce

    Public Cloud Private CloudManagedServices

    ProductCustomerMaster Data

    Helps You:

    Quickly establish consensuson the scope of yourcustomer experience solutionwithout being distracted bytechnical details

    Paint the big picture forinternal communications

    to build support Easily modified to reflect

    your companys priorities

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    Customer Reference ArchitectureLogical View

    Need

    Research

    Select

    Purchase

    Receive

    Use

    MaintainRecommend

    CustomerPerspective

    Business Services

    Information Management

    Market

    Offer

    Sell

    Fulfill

    Service

    End-of-Life

    CustomerPerspective

    Content Product KnowledgeBase

    Inventory Custom

    Customer

    SocialMedia

    Helps You:

    Ensure your customerexperience solution includesall the necessary capabilities

    Establish the customerexperience solution asunified rather than piecemeal

    Map on your current

    customer experiencecapabilities to find gaps

    Tie architecture capabilitiesto specific aspects of thecustomer experience lifecycle

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    CX Reference Architecture Logical ViewService and Support Components

    Assist

    Dialog

    Payment Mgmt

    Incident Mgmt

    Opportunity Mgmt

    Semantic Search

    Rule-BasedDecisioning

    Work Queue

    Service

    Session Capt

    Activity Monito

    Insight

    ContentMgmt

    Information Mgmt

    CustomerMgmt

    KnowledgeMgmt

    CustomerPerspective

    Agent

    Look and Feel

    Navigation

    Branding

    Personalization

    Customization

    Promotions

    Chat

    Interface

    Content Customer KnowledgeBase

    Account Mgmt

    Self Service

    Search

    Track

    Feedback

    Use/Maintain

    SocialMedia

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    Oracle Social Network

    Oracle Social MarketingCloud Service

    Oracle SocialEngagement and

    Monitoring Cloud Service

    Social

    CX Reference Architecture Product MaService and Support

    Oracle WebCenter

    Oracle ATG Commerce

    Oracle Endeca

    Interface

    Oracle RightNow CXCloud Service

    Oracle Siebel ContactCenter and Service

    Oracle Knowledge

    Service and Support

    Oracle Live Help onDemand

    DialogOracle WebCente

    Content

    Oracle Master DaManagement Suit

    Oracle Database

    Information

    Managemen

    Oracle BusinessIntelligence

    Oracle Real-timeDecisions

    Oracle EndecaInformation Discov

    Oracle BusinessIntelligence

    Agent

    Insight

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    CX Reference ArchitectureComplete Logical View

    Look and FeelInteractionLayer

    BusinessProcess

    Layer

    BusinessServices

    Layer

    InformationLayer

    SharedInfras-

    tructure

    Multi-ChannelDelivery

    Laptop Mobile TabletDesktop Print

    Navigation Customization Personalization Branding Promotions Chat Dashboards

    Rec

    Market Offer Sell Fulfill Service End-of-

    Guide Offer Recommend Assess Payment Mgt Coupon Mgt

    Big DataData

    Warehouse Customer Accounts Product Inventory Content

    Business Process Management

    Data and Service Integration

    MaintainUseReceivePurchaseSelectResearchNeed

    Self-ServiceDialogAccount MgtCheck OutCart/BasketBrowseSearch Feedback

    Assist Incide

    Design and Author Knowledge Mgt Catalog Mgt Pricing Community Mgt Work Queue Anal

    Semantic Search Rule-Based Decisioning Fraud Detection Business Rule Mgt Session Capture Activity Mo

    Reporting Campaign Mgt Opportunity Mgt Customer Mgt Order Mgt Fulfilment Mgt LoyaltContent Mgt

    web Social KioskIn-Store Direct

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    CX Solution ResChallenge

    Oracle Knowledge Oracle Siebel Contact Center

    Needed to improve the customer experience byproviding faster and more informed support tobusiness customers

    Improve collaboration and content reuse to enablemore efficient service and problem solving

    Expand self-service support capabilities forcustomers to enable faster and lower-costresponses

    Improved the call center cuaccelerating case resolutioknowledge base search an

    Integrated knowledge searprocess

    Simplified the customer excommon support inquiries

    AVAYAGlobal provider of next-generation business collaboration an

    communications solutions, providing unified communications, time video collaboration, contact center, networking and rela

    services.

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    CX Solution ResChallenge

    Oracle RightNow Oracle Endeca

    Create a multi-channel customer experience toreduce customer confusion and frustration dueto distinct contact channels

    Drive self-service care with knowledgebaseaccessibility

    Improve operational efficiency and reduce low-value phone interactions to the contact centerwith email and chat

    Drove consistent customeemail, communities, and c

    Deployed consolidated knoboth customers and agentissue resolution

    Unified search across knowand databases

    Saskatchewan TelecommunicationsThe leading full-service communications provider in Saskatchew$1.1 billion in annual revenue and over 1.4 million customer conn

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    CX Discovery Workshop

    Spend a few hours to:

    Establish a level set foryour CX initiative

    Current state of customer experienceat your company

    Oracles view of customer experience

    Identify and prioritize CX painpoints

    Pre-populated with Oracle experiencefrom working with other companies

    Formulate high-level CX solutionarchitecture

    Leverages Oracles customer experiencereference architecture

    Determine next steps

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    Taking the Next Step with Oracle is EasContact Your Oracle Sales Rep to Schedule a Free Consu

    Learn how the latest Oracle CRM/CX innovationscan help your business

    Identify opportunities to improve solutionperformance and reliability

    Act upon quick-win opportunities to improve theend-user experience

    Chart a best-in-class customer experience to drivesignificant business results

    Gain deep insights into your CRM solution andunderstand your upgrade options

    Health-check

    Innovation Update

    Siebel UsabilityWorkshop

    Customer ExperienceJourney Mapping

    UpgradeAnalysis

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    Graphic Section Divider

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    Survey Key Findingsby Region

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    North America Key Findings

    Average potential annual revenue lost as aresult of not offering a positive, consistent,and brand-relevant customer experience

    Formalized Customer Experience Program:

    Are still assessing or planning with no activeimplementations

    Have one or more active implementations

    27%

    42%

    Biggest Obstacles:1

    Lack of money (32%)#1

    Inflexible technology/application infrastructure (28%)#2

    #3

    13%In the next two years, North Americinvest in:2

    32% Business and customer analyt

    25% Web experience management

    24% Commerce/customer service m

    Most Successful Customer Experi

    35% Building a training program/incen

    32% Implementing a technology to im

    27% Formalizing a Voice of the Custo

    21%

    1Respondents asked to select top three 2Respondents asked to select all that apply

    Average planned increasetechnology spending in the

    Siloed organizations (25%)

    Consider their CX initiative advanced29%

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    Asia Pacific Key Findings

    Average potential annual revenue lost as aresult of not offering a positive, consistent,and brand-relevant customer experience

    Formalized Customer Experience Program:

    Are still assessing or planning with no activeimplementations

    Have one or more active implementations

    38%

    45%

    Biggest Obstacles:1

    Inflexible technology/application infrastructure (30%)#1

    Siloed organizations (28%)#2

    #3

    19%In the next two years, Asia Pacific cinvest in:2

    37% Business and customer analyt

    34% Loyal management systems

    33% Integrated customer view acro

    Most Successful Customer Experi

    32% Formalizing a Voice of the Custo

    31% Implementing a technology to im

    31% Developing customer personals

    1Respondents asked to select top three 2Respondents asked to select all that apply

    Average planned increasetechnology spending in the

    Don't have a consolidated, accurate, 360 degreecustomer view (28%)

    Consider their CX initiative advanced16%

    20%

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    Europe Key Findings

    Average potential annual revenue lost as aresult of not offering a positive, consistent,and brand-relevant customer experience

    Formalized Customer Experience Program:

    Are still assessing or planning with no activeimplementations

    Have one or more active implementations

    36%

    42%

    Biggest Obstacles:1

    Lack of money (31%)#1

    Siloed organizations (25%)#2

    #3

    15%In the next two years, European coinvest in:2

    28% Integrated customer view acro

    27% Business and customer analyt

    26% Loyalty management system

    Most Successful Customer Experi

    31% Implementing a technology to im

    28% Building a training program/incen

    27% Implementing an SLA with any c

    1Respondents asked to select top three 2Respondents asked to select all that apply

    Average planned increasetechnology spending in the

    Difficulty tracking performance/customerfeedback (24%)

    Consider their CX initiative advanced20%

    18%

    L i A i K Fi di

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    Latin America Key Findings

    Average potential annual revenue lost as aresult of not offering a positive, consistent,and brand-relevant customer experience

    Formalized Customer Experience Program:

    Are still assessing or planning with no activeimplementations

    Have one or more active implementations

    51%

    28%

    Biggest Obstacles:1

    Inflexible technology/application infrastructure (33%)#1

    Siloed organizations (28%)#2

    #3

    25%In the next two years, Latin Americinvest in:2

    28% Integrated customer view acro

    27% Loyalty management system

    27% Self service capability on webs

    Most Successful Customer Experi

    33% Developing customer personas t

    32% Building a training program/incen

    30% Implementing an SLA with any c

    1Respondents asked to select top three 2Respondents asked to select all that apply

    Average planned increasetechnology spending in the

    Lack of money (25%)

    Consider their CX initiative advanced19%

    22%

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    D li i G t E i Th h

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    BUY OWNSupport & ServeMarket & Sell

    Delivering Great Experiences Throughthe Customer Lifecycle

    CX Gl b l St t i P i it ith H Fi

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    Rising expectations from customers (59%) and the ion customers ability to broadcast good and bad exp

    top two drivers for organizations focus on customer

    CX: Global Strategic Priority with Huge Finan

    Executives Say Delivering a Positive Customer ExperiencTheir Bottom Line

    1Those who somewhat or strongly agree 2Respondents asked to select top three

    20%

    Executives estimate that theirpotential revenue loss for notoffering a positive, consistent, andbrand-relevant customerexperience is 20%of their annualrevenue, or $400M for a $2B firm

    of executives statethat improving thecustomer experienceis one of theirorganizations top

    three priorities in thenext two years

    93% 97%

    CX Can Make or Break a BusinessTAKE AWAY

    Th E ti Ch

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    The Execution Chasm:Many Businesses Are Stuck in Idle

    1Those who somewhat or strongly agree 2e.g., established dedicated customer experience leaders, optimizing initial projects, extending program to new

    91%wish to be considered

    a CX leader in theirindustry1

    Yet

    Nearly all businesses

    37%are just getting

    started with a formalCX initiative

    2Con

    initiat

    And only

    Business Must Act to Avoid Falling BehindTAKE AWAY

    Businesses say CX is a top priority and want to be recognized asCX leaders, but many are just getting started with a formal initiati

    The Perception Chasm

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    The Perception Chasm:Businesses and Customers Are Worlds Apart

    1Those who strongly agree 2According to The 2011 U.S. Customer Experience Impact (CEI) Report by RightNow (acquired by Oracle in March 2012)

    49% 89%But

    44% While

    of execs believecustomers willswitch brands

    due to poor CX1

    of customers saythey have switched

    because of poorCX2

    of execs believecustomers are

    willing to pay forgreat CX1

    Executives Underestimate The Risk and OpportuTAKE AWAY

    Business executives underestimate the importanceof the customer experience on customer behavior.

    Businesses Fall Short on Delivering the Experiences Custom

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    Fewer than Half of Respondents Said the Following Were Top Areas of Succ

    In the Research and Buying Process:

    Personalizing communications with relevant offers/informationbased on customer segments/preferences (49%)

    Enabling customers to start a purchase transaction in one channeland seamlessly continue the transaction in another (35%)

    Providing agents with real-time visibility into a customer's currentshopping cart and recent behavior on the web or mobile (26%)

    After Customers Purchase Products/S

    Empowering customers to help themselves on any

    Providing service and support through mobile and t

    Integrating social media with services processes (3

    Capturing/maintaining a single view of customer beproduct, and services transactions to understand cupatterns, and preferences (28%)

    Businesses Fall Short on Delivering the Experiences Custom

    Organizations Report Significant Opportunities for Improvement in Effectively Delivering Superior

    1Respondents asked to select top five areas

    Room for Improvement in Customer EngagemenTAKE AWAY

    Social Media:

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    Social Media:A Key Driver for the Future

    1Those who strongly or somewhat agree

    81%believe that delivering a greatcustomer experience todayrequires leveraging social

    media effectively1

    But

    a significant number of organizations

    understand the importance of social m

    35% DONThave sfor sales chan

    35%DONThave s

    for customer s

    Catch up with Social ExpectationsTAKE AWAY

    The customer voice is becoming louder via social mediaand many businesses are playing catch up to respond

    Siebel Challenges

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    Siebel ChallengesTarget Offerings

    Upgrade to Siebel 8.1.1.10, ASRM, Fusion CRM, RightNo

    Oracle Knowledge, MDM, et

    Need for new, enhanced capabilities(commerce, social, sales, service,

    marketing, knowledge management etc.)

    Upgrade to Siebel 8.1.1.10,Oracle-on-Oracle

    Performance, reliability andscalability issues

    Upgrade to Siebel 8.1.1.10,

    Open UI

    User Experience issues and

    transition to tablets and mobile

    Upgrade to Siebel 8.1.1.10Standard support expiration

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