New Guest Post with Smarsh - New Value with Voice for FinServ

Since our paths crossed at Enterprise Connect 2020, I’ve been building a rapport with Smarsh, a very interesting company mostly in the financial services space, but also other sectors that are highly regulated. Their forte is helping companies better manage electronic communications in a landscape where the technologies are changing quickly, and the regulations are getting harder to comply with. Lots of challenges there for IT, as well as compliance folks, and it touches on the collaboration space in many ways.

Smarsh provides lots of great resources to help educate the market about these challenges, and I just completed my first guest blog post for them, and it was just published on their Blog a few days ago. I hope you give it a read - here’s the link - and if you like their content, you can subscribe to their Blog. We’re talking about doing more posts, so stay tuned, and I’ll update you when the next one is running.

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Webinar Preview: What Contact Centers Really Need - Big Analytics, not Big Data

Next Tuesday, I’ll be speaking on a webinar about the “data deluge” that contact centers need to manage, especially for improving the all-important CX – customer experience. Details are here, and I’ll be joined by Heather Barrow of Eventus, as she shares highlights from her recent white paper about this topic – it’s quite good, and you should give it a read.

This is a rich topic, and as my researcher curiosity takes its unpredictable path, things keep getting more interesting. What began as an exploration of contact center reporting, soon became a bigger exercise in the ever-expanding world of Big Data, and that has inevitably taken me into the adjacent galaxy of BI – business intelligence. Clearly CX involves many moving parts, and it’s not hard to see why contact centers are getting overwhelmed with this data deluge.

So, this post is a primer on what I’m seeing here, and I’ll just touch on a few things during the webinar. There’s more research to be done, and I’ll have more to say later, but hopefully my thoughts here will set the stage for you to join us on Tuesday.

Back when the contact center was the call center, almost all customer engagement was over the phone. This was a single-channel world, and the process of providing customer service was relatively simple. There were lots of shortcomings based on the technology of the day, but the pace of business was slower and customer expectations were lower.

Nobody called this “Little Data”, since there really was nothing to compare things against then, but from today’s perspective that’s what it was. Telephony was still largely analog and call recording capabilities were limited, so there wasn’t much in the way of metrics. As technology advanced, and other channels came along, customer service extended beyond telephony, and the call center became the contact center.

More channels meant more sets of data, but with little integration across them, the task of managing all the data was within the realm of human capabilities. KPIs and metrics became more sophisticated, and existing reporting tools provided good visibility into daily operations. Traffic volumes were growing, as were data sets about customers, but things could largely be managed onsite, even as hardware-based systems were morphing into software.

The cloud has changed everything, and that brings us to Big Data. This term applies to every vertical and line of business now, but it’s particularly challenging for contact centers. Not only are the volumes of data much bigger now - and growing faster than most contact centers can manage - but the variety is orders of magnitude greater than what call centers had to deal with.

Consider just a few basic types - structured vs. unstructured, real time vs. non-real time, analog vs. digital sources, internal vs. external sources, live interaction vs. recorded, multiple communications modes and channels, etc. Each and every one of these has distinct characteristics, not just for capturing, but for processing, integrating, analyzing, and ultimately driving business decisions. The mind boggles.

That’s the point actually, and the reason why Big Data has become so daunting. There is simply too much information for humans to comprehend and derive any business value from. This matters not just for the contact center, but the broader organization around it. In 2020, the contact center may be all about CX, but CX is about more than the contact center.

Contact center leaders have lots of great data at their disposal to make better operational decisions, but leaders elsewhere in the organization need that data for other types of decisions, and increasingly, they must work together to serve common goals for the good of the business, especially improving CX. Metrics that come from within the contact center are essential for CX, but they don’t tell the whole story, and this gives rise to a familiar challenge - how to work across silos to access all the relevant data for a holistic view of the customer.

Within the contact center, decision makers have learned to manage their own Big Data by going beyond reporting and adopting analytics. That’s an important step, because providing a good CX is far more challenging than in analog times - it’s not enough to understand the what; you need to understand the how and the why. The discipline of analytics takes reporting to another level, especially with the scale and speed of the cloud. Mining data from the wealth of today’s sources with today’s tools can yield insights beyond human capabilities, and can make all the difference between a good and a great CX.

This takes us to the realm of business intelligence – BI – which is somewhat of a parallel universe to what goes on in the contact center. As an analyst, it seems clear to me that providing a great CX goes beyond what contact center reporting and analytics can provide. There’s a reason why the worlds of UCaaS and CCaaS are converging, and it’s the same story here. A proper, holistic view of the customer requires pulling data from across the organization, whether it’s CRM, HR, Marketing, Billing, Shipping, Logistics, etc.

Contact centers are coming to that realization, and as they do, they’re seeing the limitations of their existing technologies and solutions from the various vendors they work with. That’s a topic for a separate analysis, and I’m going to wrap here by saying what’s even more important is how they’re thinking about the problem. Legacy thinking still looms large in this world, and that means too much focus on operational metrics and reporting that focuses on contact center performance.

For businesses that have pivoted to being customer-centric, CX is now the driver, and everything works backwards from there. In this scenario, analytics is more important than reporting, and that’s the first step to viewing things through the lens of Big Data. To harness all that raw data – and the deluge is only getting bigger – the contact center needs more of many things, and that will present a major challenge if you don’t know which way to turn. If that’s you, then next week’s webinar will be time well-spent. Check it out, read the white paper, and circle back here in a couple of weeks – there’s more to come.

My September Writing Roundup

As with August, my public writing output was light, but I was even busier in September. You’ll have to subscribe to my newsletter for the details, but it’s been a steady diet of virtual events, webinars and speaking opps. Otherwise, I did get some writing done, and here are links.

Keeping Up with Tech - Same as it Ever Was, No Jitter, Sept 29

What are the Challenges of Using Multiple Team Collaboration Apps?, TechTarget, Sept. 14

Building a Strategy for Intercompany Collaboration, TechTarget, Sept. 2

Bringing Canadian Businesses into the World of Digital Communications, Digitcom (registration required), Sept. 1

Keeping Up with Tech - Same as it Ever Was: My Latest on No Jitter

Same as it ever was, same as it ever was.

Any digital immigrant - and hopefully some natives - will know how that song goes, and if it’s now rattling around in your brain, then you’ll want to read my latest No Jitter post. Without giving too much away, I see a lot of parallels in that iconic song to the crazy pace of change with tech, and how hard it is for all of us to keep up.

To conjure up another song I love, is that all there is?, gets me to thinking along these lines after an OTT diet of virtual events, webinars, podcasts and client work over the past few weeks. Somehow, I don’t think I’m alone on this one, and if you’re with me, I think you’ll enjoy my post, running here now on No Jitter. Here comes the twister…

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Hey, I'm #28! Top 100 Unified Comms Influencers

I’ll never be #1 in this world, but I’m #28 in a list of top 100 influencers in the Unified Communications space. It’s always nice to get industry kudos, and while it’s never clear what these lists are actually based on, at least it’s peer-based from people who are in this space.

The list was compiled by Mio Dispatch, and was published earlier this week - just getting around to sharing it here now. With 100 people profiled, it’s a bit of a kitchen sink, with a wide range of analysts, tech experts, social media stars and household name industry execs.

Pretty good company to keep, though, so am happy to be there. Definitely worthwhile to peruse the full list, and I guarantee you’ll come across new people to follow. Thanks to Dominic Kent and the folks at Mio for putting this together, and if I keep at it, maybe I’ll trend closer to the top next time!

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UC Expo 2020 - Am Doing Two Sessions Next Week

Time for another UC Expo 2020 shout-out - this time with some news and an updated visual. This UK-based event was supposed to be in-person back in May, and like everyone else, it’s been retooled for virtual, and now goes by the name of UCX: NOW. The event runs 3 days, starting next Tuesday, during which I’ll be participating in two sessions.

Bright and early at 7am EST that day, there’s a RingCentral session, where I’m in conversation with their CSO, Praful Shah. That’s kinda early for us, especially Praful, so we recorded the video interview earlier this week, and it will be broadcast at noon UK time during the event. As a sneak peek, here’s a screenshot I took during our recording.

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Later on Tuesday at 11am EST - that’s 4pm UK time - I’ll be chairing a live session titled “Adapting the Future Workplace for Gen Y and Gen Z Workers”. This should be fun, and I’ll be joined by speakers - definitely younger than me - from ANZ Bank, Sony and Automation Logic.

That will take things through Day 1, and hopefully you’ll take in other sessions over the next two days. Full agenda details are here, and it just takes a moment to register. If you care to follow things on social, the hash is #UCXNOW.

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Our Latest BCStrategies Podcast - Employee Engagement During COVID-19

Been doing a lot of webinars lately, but am doing plenty more, including podcasts. I’m a regular contributor for BCStrategies, including podcasts. Our most recent podcast took a look at what companies are doing, and how they’re using collaboration technologies to keep employees engaged during the pandemic.

It’s a rich topic, and we had a lot of interesting perspectives to share, all of which was moderated by Blair Pleasant. Here’s the link to give it a listen, and as always, sharing and comments are welcome.

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My Next Webinar with Eventus - Managing the Contact Center Data Deluge

That title should be self-explanatory, so if you’re wondering about how contact centers can get a handle on the exponential growth of data from endless sources - and actually get business value - this is the webinar for you. Eventus is a really interesting company, and they have a pretty distinct take on how to do this.

Aside from learning about that, I’ll share my own analyst perspective based on what I’m seeing in both the contact center and business intelligence worlds. Joining me will be Heather Barrow of Eventus, and long-time industry colleague Erik Linask for the moderating. More to come, and registration details are here. We’ll be doing the webinar with TMC, on Tuesday, October 20, at 12:30pm ET.

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My Next Webinar with IntelePeer - CPaaS to Power the New CX

September is always busy, and it’s holding true for me. Got another webinar to tell you about - this one is hosted by Channel Partners Online and sponsored by IntelePeer.

The CPaaS space is quite versatile, and contact centers are finding lots of ways to use these platforms. IntelePeer has found a niche here, and on this webinar, I’ll be talking about scenarios where CPaaS can help contact centers uplevel their CX capabilities, especially those still tied to premises-based technologies.

Our webinar run on Thursday, October 1 at 2pm ET, and all the details to register are here. Hope you can join us!

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UC Now: Virtual Event - Sept. 29-Oct. 1 - Am on Two Sessions

This is yet another live event from earlier this year that has been adapted for the virtual stage, and is now part of the hyper-busy fall conference calendar.

UC Expo 2020 was supposed be in London in May, and the virtual edition - UCX: NOW will take place now from Sept. 29 to Oct. 1. Being a scaled-down event, my involvement is less now, but I’ll be involved with two sessions, both on the first day, Tuesday.

First, I’ll be chairing a keynote session with RingCentral’s CSO, Praful Shah, talking about how to develop a strategy for migrating from on-prem to cloud. That session is at 7 am UK time, but we’ll be recording it in advance, so it won’t be live.

Second is a live session later that day at 11 am UK time. For this, I’ll be leading a panel discussion titled “Adapting the Future Workplace for Gen Y and Gen Z Workers”. Joining me will be speakers from Sony, Automation Logic, and ANZ Bank. This is going to be fun, and if you’re wondering how your kids are going to fare in the working world, you won’t want to miss it.

As with most virtual events, registration is free, and here’s the signup page. There’s a lot of great content during the program, and here’s the Agenda page so you can map out your sessions. That’s the story for UCX, and I hope you can join us.

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My Next Webinar with Huawei - IoT for Social Good in Pandemic Times

This is busy time for webinars, with four on my plate over the next few weeks. This is the first one, and it’s got an interesting twist. I’m certainly following IoT, but this time around, the focus will be on innovation for social good. The webinar is sponsored by Huawei US with Light Reading as the media partner, and I’ll be one of three speakers on the panel.

The webinar will on Wednesday, Sept. 30 at 2pm ET, and I hope you can join us. Full details are here on the registration page.

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Newsletter Time Again - September Issue

Am hitting the ground running coming out of Labor Day, and thankful to be so busy with new work. My being busy includes time spent putting the current newsletter together, along with our latest Watch This Space podcast.

If this is new for you, I publish a monthly newsletter - JAA’s Communications and Collaboration Review - for which the podcast is the leading feature. Along with that, you can read about what I’m seeing in the market, my current activities and the types of projects I’m working on.

There are some big changes now with the podcast, and that’s another topic of focus in this issue. The changes are for the better, especially if you’re a fan of podcasts, and for more, just sign up here to subscribe.

Otherwise, for those who don’t get the newsletter, I’ll have a blog post later this week summarizing the updates to the podcast.

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August Writing Roundup

When putting this monthly summary post together, I was surprised to see there were only two entries to tally for August. That’s gotta be the lightest month for me on this front, but hey, it’s August, and I did go away for a few days.

It’s not for lack of being busy, though, as I did plenty of speaking between presentations, podcasts and webinars. I’ll have a more complete accounting of my busy August in the next newsletter, which goes out this coming Tuesday. If you don’t get my newsletter, here’s the link to subscribe if interested. That aside, here’s the skinny writing digest for August.

CX’s Real Driver in 2020? Changing Customer Habits Due to COVID-19, No Jitter, Aug. 25

Speech Recognition vs. Voice Recognition - What’s the Difference?, TechTarget, Aug. 4

Digitcom Insight Paper #3 Now Posted

This is the last in a three-part series I produced for Digitcom, in partnership with France-based Centile. The series is for Canadian businesses, providing guidance on cloud migration, and how communications technology needs to be part of their thinking about digital transformation.

Part 3 has been posted now on Digitcom’s website, and here’s the link to register for downloading. Once there, accessing Parts 1 and 2 should be pretty easy, and if you like what’s there, I’d be happy to hear from you.

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The Real Driver of CX in 2020? - My Latest for No Jitter

Increasingly, it seems that most problems and solutions are filtered through the lens of technology, and while that’s just the way the world is going now, this does not explain everything. AI doesn’t rule the world yet, and there’s plenty that technology cannot fix or explain.

This isn’t meant to knock technology, but it’s rarely a silver bullet, and human nature does not easily conform in the ways that makes tech so efficient. I’m not trying to be obtuse here, but in the contact center space, most of the narrative I’m hearing is technology-centric. COVID-19 has brought new stresses to contact centers, as well as to consumers, as we all learn to live in a contact-less world. It’s not fun, but that’s reality, and most companies still struggle to deliver a great CX despite having all this cool technology.

I don’t claim to have all the answers, but it seems to me that larger forces are at work, and I’m concerned that contact centers are focusing on the wrong things in the current environment. To continue this line of thought, you’ll need to read my latest No Jitter post, and it’s running now on their portal. After that, if I’ve stoked your curiosity, I’d love hear your thoughts, as would the folks at No Jitter.

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New Podcast - Driving Employee Engagement with Communications Technology

Around this time each month, I publicly share our latest Watch This Space podcast, which my newsletter subscribers have exclusive access to earlier in the month.

If you follow me, you’ll know there are changes coming with the podcast, and there will be an update on that in the September issue. If you don’t know, I produce both a monthly newsletter - JAA’s Communications and Collaboration Review - along with my monthly WTS podcast. If that’s of interest, subscribing is real easy - here’s the link.

For August, our podcast discussion examined the relationship between the multitude of today’s communications technologies, and how their ease of use plays a central role for employee engagement, especially with work from home being so prevalent.

That’s the lead-in, and for the rest, I hope you give the podcast a listen - this link will take you to the podcast archive on my website, where you can access the August podcast as well our earlier episodes. As always, your thoughts and sharing are welcome.

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Am Speaking with Talkdesk During Customer Contact Week this Thursday

I’ve been both attending and speaking at various virtual events lately, and the next one is of the latter variety.

Customer Contact Week is in full swing now, and I’m one of the featured speakers on a session hosted by Talkdesk, this Thursday at 1:30 EST. The focus is on the healthcare sector, and we’ll be talking about about re-thinking the patient experience in pandemic times. The session will be moderated by Abdul Rastagar of Talkdesk, and I’ll be joined by one of their customers, Elias Farah, CEO of MEDFAR.

Details are here, and the event hashtag is #CCWAtHome.

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Enterprise Connect Redux - Am Giving My Talk Again Next Wednesday

Here’s some good news to keep the Enterprise Connect Virtual vibe going.

The Enterprise Connect team is doing a replay day next Wednesday, where the five top-rated presentations from last week’s event are getting a second go-round. While registered attendees can watch replays of all the sessions on demand any time, these replays include having the speakers on hand to do live Q&A with attendees - just like we did the first time around.

Am happy to say that my presentation on speech tech and AI in the enterprise was one of those top five, and my session runs at 4pm ET. The five presentations will run sequentially, on the hour, starting at noon, with mine closing out the day at 4.

To join me - or any of the other sessions - here’s the link to register.

Even more good news - the replays are available even if you didn’t attend last week, OR even if you haven’t even registered. There’s no cost to watch the replays, and there are links on the web page for both returning and first-time attendees. Hope to see you there!

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ICYMI - My Enterprise Connect Talk on Enterprise Speech and AI - Replay Posted Now

Been a busy week with Enterprise Connect Virtual, and lots of great content to digest. My session at the end of Monday’s program we well-attended, and the Q&A was pretty active.

Lots has happened at the event since, and before too much time passes, thought I’d share the replay detail for anyone who didn’t catch my session, or wants to watch it again.

Here’s the link to watch the replay, but you need to be a registered attendee to access it, so log in to the platform first, then you’re good to go. My understanding is that the replays will be available for a year, so there’s no rush. I’m not aware of any plans to share the presentations publicly, but if that changes, I’ll provide an update.

ICYMI, part 2 - as a companion to my presentation, No Jitter’s Ryan Daily wrote up this recap of the key messages, so you might want to check that out as well.

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Newsletter Time Again - August Issue

The August edition of JAA’s Communications and Collaboration Review went out yesterday, and if you’ve been through it, I’d love to hear your thoughts or ideas for future content. Travelling to industry events is a big part of our currency as analysts, and with that off the table, we just have to make do with virtual events. There are plenty of those to keep me busy, along with a steady stream of thought leadership projects for clients, several of which will be in the public domain this month. Lots on the go, for sure, and if you want to keep tabs on all this, here’s where you can subscribe to my newsletter.

If you don’t know, our podcast is the main feature of my newsletter for current, original thought leadership. This month’s episode of Watch This Space focuses on the intersection of new technology and employee engagement, and in work-from-home times, this dynamic is a pretty important driver of productivity. I hope you enjoy it, and starting next month, there will be some big changes coming to the podcast - stay tuned.

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