October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential...

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How to Win Patients with a Consumer-Grade Contact Center October 8, 2018 Melissa Baker [email protected] Mike Wisz [email protected]

Transcript of October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential...

Page 1: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

How to Win Patients with a Consumer-Grade Contact Center

October 8, 2018

Melissa Baker [email protected]

Mike Wisz [email protected]

Page 2: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

• Digital Transformation

• IT M&A Strategy

• Technology Adoption

• Program Management

• Planning and Design

• Implementation

• Procurement

• Project Management

• Cloud

• As-A-Service

• Outsourced Operations

Consulting

Technology

Operations

Security

CISO as-a-Service

Cybersecurity

Cloud, Network and Information Security

Cloud and Automation

Cloud Governance, Architecture, and Migration

Software-Defined Infrastructure

End-User Computing

Communication and Collaboration

Enterprise Contact Center

Clinical Communications

Video and Collaboration

Burwood Healthcare Approach

Patient Engagement and Access

Connected Care

IT Transformation and New Facilities

Strategic

Advisory:

Page 3: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Agenda

1 Outline the impact of consumerism in healthcare

2 Discuss challenges for the contact center and the potential for automation

3 Offer guiding principles on evolving the capabilities of the contact center

4 Describe actionable takeaways for you to bring back to your organization

Page 4: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Impact of consumerism at CEO level

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75% say they expect more than

50% of their strategic plan to focus on consumerism within the next three to five years

40%

consumer satisfaction and feedback

60% will embrace expanding

online services such as scheduling, bill pay and email/text consultations

Modern

Healthcare

2018 survey

of health

system CEOs

47% identify Primary Care as

the area most likely to be impacted by an organization from outside healthcare

Page 5: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Competitive disruption from a number of angles

Page 6: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Reacting to a more consumer-driven world

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Patient-preferred communications channels

Align contact

center capabilities

as part of a

digital front

door

• Consumer-

facing website

• Patient portals

• Mobile apps

• Referral mgt.

Target

approaches

specific to

audience and

service

• Generations consume

healthcare differently

• Millennial parents

• Virtual visits and travel

avoiders

• Convenient primary care

options

Connecting with the health system and providers

1 2

Page 7: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

10/4/2018 © 2018 Burwood Group, Inc. All Rights Reserved.7

New demands

force

complexity

Centralize and

consolidate

Consolidating

creates

operational

pains

Challenges for the contact center

Self-service can

improve productivity

Customer

pains

Need to balance

satisfaction and

productivity

Cost of

answering a

call can be as

high as $15

Average annual

churn rate for

agents is 30%

Adding more

practice groups

to the “Access

Center”

Demand for

new services

(RN triage, etc.)

Demand for

new channels

(text, chat)

Waiting for

agents to

search for info

Repeating info

more than once

Deep and

complex IVR

trees

Page 8: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Balancing customer satisfaction and productivity

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The

customer’s

needs seem

simple…

…but very

difficult to

operationalize

while

centralizing

and

consolidating

Page 9: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

80% of customer interactions can be resolved

by well-designed bots – Accenture

$65B of potential salary savings bots

could create – BI Intelligence (based on

McKinsey data)

60% of consumers want easier access to

self-serve solutions for customer service –

Ovum

50% of enterprises will spend more on

bots than traditional mobile app development by

2021 – Gartner

Gartner: Top Strategic Predictions for 2018 and Beyond: Pace Yourself, for Sanity’s Sake - September 29, 2017

The case for virtual assistants

Page 10: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

How virtual assistants help

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Customer describes

problem or request in

natural language in

voice or text

Virtual assistant solves

problem if possible

If not, the virtual

assistant passes the

case along to a human

agent with context

Benefits

Workflow

AI “work”

Convert speech to text

Analyze intent

Integrate with front-end

access (contact center

or support system) via

preferred channel

Integrate with EHRs,

PMs and other

systems

Integrate with

knowledge base

Integrate with contact

center or support

system

Pass along relevant

documents or solution

tips

Identify most frequent

support requests

Reduce time spent

by agentsSimplify customer

experience

Page 11: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Guiding principles in

evolving a consumer-

grade contact center

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First Do No Harm

Make it easy for the patient to connect

Measure and monitor

Connect with the enterprise

Empowered agents create happy customers

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Leveraging the value of the contact center

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Understand your organization’s business

drivers and your market context

Consider along with other technology

initiatives:

• Patient portals

• Patient-facing mobile applications

• Telehealth and remote patient

monitoring

Evaluate how you expect to gain ROI:

• Customer experience

• Agent productivity

• Ability to offer more services

Page 13: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

How to get started? | Contact center maturityT

ech

no

log

y

Touch-tone IVR

Text, email, chat

Call recording Advanced routing CTI (screen pops)

Integrated contact channels

Workforce Management Tools Mobile apps, including visual IVR EMR Integration Automated knowledge base

support Triggers and notifications

Integration with Healthcare CRM

Integration of enterprise online

digital assets (websites, mobile)

Speech analytics

Conversational AI

Chatbots/Virtual assistants

Call Center Contact CenterOmnichannel

Center

Engagement

Center

Serv

ice

s Appointment scheduling

Billing/inquiries

Physician referrals

Insurance authorization

Reminders for appointments

and medication refills

Nurse triage

Pre-visit information packets

Online appointment scheduling Telehealth visits More advanced nurse triage More options in bill payment

Chronic disease management

Proactive care coordination

Promote related services

At-Home medical device monitoring

Prospecting/retention campaigns

Automated Call Distribution

Basic workforce forecasting

Basic reporting based on

ACD Statistics

Canned reports

Manage to SLA metrics such

as call handle times

Most focus is on call

performance

Bolt-on reporting applications

Wallboards/dashboards

Add focus on agent

productivity: measure

deflected calls

Add focus on customer effort:

first contact resolution

Integrated reporting across

channels

Focused desktop integration to

simplify common agent workflows

Speech analytics to detect

agitated customer Gather insight into patient journey

within the contact center

More advanced desktop integration to

consolidate scheduling, billing, and

clinical support

Proactive monitoring of customer

satisfaction and predictive analytics

Data integration with enterprise patient

relationship management platform

Data

Mg

t.

BASIC VOICE-BASED

SYSTEMS

MULTIPLE

COMMUNICATIONS

CHANNELS

INTEGRATED

CHANNELS AND

REPORTING

CLINICAL, STRATEGIC

AND CONNECTED

Page 14: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

First Do No Harm

1 Do you have a way of knowing when customers are not satisfied?

2 Deal with any current problems, even if they are not easily discoverable.

3 Assess call handle times, customer effort required, and call routing accuracy.

4 Empower agents to solve customer issues (match skills and knowledge).

5 Implement post-call surveys and/or call recording/quality management. A next level approach

includes speech analytics for sentiment data.

6 Social media listening.

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Page 15: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Make it easy for the patient to connect

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Identify what services

you would like your

customers to access

(marketing, education,

support, and clinical)

1 2 3Identify your vision of

your customers’ ideal

experience in these

interactions

Plan your technology

roadmap to provide

the channels and

features indicated

Page 16: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Focus on what to measure and monitor

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☼ Average Handle Time

☼ Average Speed of

Answer

☼ Agent Occupancy

☼ Cost per Call

EFFICIENCY

MEASURES

☼ Patient Satisfaction

☼ First Contact

Resolution

☼ Customer Effort Score

☼ Net Promoter Score

EXPERIENCE

MEASURES

Identify outcomes that determine success

Your data should be:

• Actionable

• Timely

• Able to be integrated

Pick measures for patient experience as

well as operational efficiency

1

2

3

Page 17: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Empowered agents create happy customers

1 Consolidate contact center operations while maintaining a personalized connection

2 Automate knowledge support: scripts and protocols empowers the agent to rapidly resolve

issues

3 Skills-based routing gives managers the ability to staff flexibly while ensuring great contact

handling

4 Desktop integration with scheduling, billing, and clinical systems inform agents of highlighted

information to reduce handle times and increase first contact resolution rates

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Page 18: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Align to enterprise vision and objectives

1. Leaders from Marketing, Population Health and Clinical Informatics/Quality can be competition in

internal funding battles. Turn them into allies.

2. Show how contact center data can help answer questions such as:

• How far are customers calling in from?

• What are patterns or trends in no-shows?

• What services are customers asking for that aren’t currently available?

• How can we monitor customer satisfaction with more timeliness and granularity than HCAHPS/CAHPS?

3. Think of “patients” more like “members” or “subscribers”

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Page 19: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

Actionable takeaways

• Actionable Takeaway 1: Assemble your "inventory" of contact centers

and assess your contact center maturity

• Actionable Takeaway 2: Identify key individuals within your organization

responsible for patient experience

• Actionable Takeaway 3: Consider how contact centers can help you

measure and improve customer satisfaction

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Page 20: October 8, 2018 Melissa Baker mbaker@burwoodby well-designed bots –Accenture $65B of potential salary savings bots could create –BI Intelligence (based on McKinsey data) 60% of

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www.instagram.com/burwoodgroup

www.burwood.com | 877-BURWOODMelissa Baker

[email protected]

Mike Wisz

[email protected]