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COMMUNICATING WITH CONSTITUENTS:
                                                      PROVEN HIGH-ROI TECHNOLOGY FOR GOVERNMENT AGENCIES




©2008 RightNow Technologies. All rights reserved. RightNow and RightNow logo are trademarks of        www.rightnow.com
RightNow Technologies Inc. All other trademarks are the property of their respective owners. 801219
COMMUNICATING WITH CONSTITUENTS:
Proven High-ROI Technology for Government Agencies


     TABLE OF CONTENTS
     Executive Summary .......... 1

     Communicating with Constituents .......... 2

     Communicating with Constituents: Knowledge Bases in Action .......... 3

     Communicating with Constituents: Managing Interactions .......... 5

     Communicating with Constituents: Installing vs. Hosting .......... 6

     Communicating with Constituents: Better Government .......... 7

     Government Agencies in Action .......... 8

        New York Department of Motor Vehicles .......... 8

        Rotherham Metropolitan Borough Council .......... 9

     About RightNow Technologies .......... 10




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EXECUTIVE SUMMARY
       To be successful, any government technology initiative must possess two key attributes.
       First, it must have well-defined objectives. Web-enablement, for example, should never
       become an end in itself. Instead, technologies (including the web) should be applied to a
       primary agency challenge or “pain point.” By targeting such a challenge, the agency ensures
       that its rewards will be well worth its investments.

       Second, an initiative must be technically viable. It must use proven technologies that can be
       reliably applied to the specific challenges being targeted. Otherwise, there is a high risk of
       failure and waste.

       Government agencies have reaped particularly high returns from technologies
       that improve communications with constituents. All agencies communicate with
       constituencies. These constituencies include individual citizens, businesses, other agencies,
       and even their own internal staffs. People have questions, and agencies have to give them
       answers.

       People seek answers via several channels: the web, email, phone, snail mail, chat, and
       brick-and-mortar offices. Agencies must therefore be able to provide accurate, up-to-
       date information regardless of which channel someone happens to use at any given time.
       Agencies must also closely monitor communications across all channels in order to keep
       response times down, pinpoint any process bottlenecks, and better understand their
       constituencies’ top problems and concerns. And they have to do all this within the tight
       constraints of their existing budgets and staffing.

       Agencies at the federal, state and local level have found that they can significantly improve
       the quality and efficiency of their communications by using technologies similar to
       those being used in the private sector for customer service. This proven customer service
       technology provides:

             · A dynamic knowledge base that makes accurate, up-to-date information available to
               people across all communication channels, and
             · An easy-to-use system for tracking, reporting on and analyzing interactions with
               constituents across all communication channels.
       With a multi-channel knowledge base and multi-channel interaction management,
       agencies can communicate more effectively, support more services, and handle growing
       constituencies—without having to increase agency headcount. In fact, with the right
       technology, many agencies have found that they can improve communications while
       actually reducing the number of staff members assigned to phone and email tasks.

       This white paper describes this technology and its benefits. It also includes real-world
       examples of agencies that have seen substantial improvements in the quality and efficiency
       of communications with their constituents.

                                                  ..........



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COMMUNICATING WITH CONSTITUENTS
       Communication is a big part of any agency’s job. Constituents are constantly asking
       questions, and agencies constantly have to answer them. People want to know if they’re
       entitled to benefits. They need to get the right forms and fill them out properly. Sometimes
       they even need to know if they’re dealing with the right agency!

       Agencies handle communications with constituents in different ways. Often, phone
       calls and emails are answered by staff members who have other responsibilities as well.
       Some larger agencies have created dedicated contact centers to service and support their
       constituencies. In many cases, the people who answer phone calls are an entirely different
       group from those who develop content for the agency website. In others, the same people
       handle phone calls, web content, and email.

       But regardless of which category an agency falls into, communication is very costly.
       Agencies with true call centers find them expensive to maintain. Call centers require a lot
       of expensive infrastructure and considerable staffing. As call volume rises, so do call center
       costs and call wait-times. Call center staffs must also be trained to answer calls accurately,
       and must constantly be kept up-to-date on changes in agency policies. If they don’t have the
       right information, constituents get wrong answers and more problems arise.

       For agencies without such call centers, things can get even worse. Incoming calls can divert
       agency personnel from their primary jobs. Employees soon become overloaded—creating
       communication backlogs and dissatisfied constituents.

       To make matters worse, people often call with simple, repetitive questions. These questions
       consume the time and energy of agency staff who should really be dealing with issues that
       truly warrant their personal attention.

       As internet use has increased, agencies face the added challenge of coping with growing
       email volume. Email also requires personal attention from agency employees. But email
       interactions don’t take place in real time as phone calls do. So email messages often pile up
       in mailboxes—waiting days or even weeks for a reply. Many agencies are not able to track
       the status of these messages, so constituents may wait indefinitely for an answer.

       The web is another important communication channel for any agency. The good thing
       about the web is that there is no incremental cost to the agency when a constituent uses it
       to find an answer to a question. Unfortunately, many agencies fail to use the web effectively
       as a communication channel. Constituents may have difficulty finding the specific piece
       of information they’re looking for on an agency’s site. Or that information may not even
       be there at all. So constituents stop using the web and make use of more costly phone and
       email channels.

       In addition to the separate challenges each of these communication channels pose to
       government agencies, these three channels—phone, email and web—also pose a collective
       challenge. That’s because many constituents use all three channels as they interact with the
       agency. After an extended email exchange, for example, a constituent may call the agency
       to get clarification about some issue. If the agency staff member taking that call has no

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knowledge of the previous email exchange, that call probably won’t go as well as it could.
       Agencies therefore need a way to effectively “blend” communication across all channels.

       Finally, aside from the actual mechanics of the communication channels themselves,
       agencies face the challenge of ensuring that staff who answer calls and emails know what
       they’re talking about. No agency can afford to give incorrect or inadequate answers to
       constituents. They must therefore empower their people with ready access to the accurate,
       up-to-date agency knowledge. This is especially true for agencies that are losing experienced
       staff members and having to replace them with less knowledgeable ones.

       The communication challenges that agencies face are therefore two-fold:

       The Knowledge Management Challenge
       Accurate, up-to-date answers must be maintained and made easily available to both external
       constituents and internal staff. These answers must be available across all communication
       channels. And they must be easy to revise and update as required by changing agency
       policies and changing constituency needs.

       The Interaction Management Challenge
       Agency staff members need to be able to handle questions quickly and easily across all
       communication channels. Agency managers, for their part, need to be able to track these
       interactions to ensure that answers are being given on a timely basis and that specific types
       of issues aren’t “clogging up the works.”

       By addressing these twin issues, agencies can answer constituents’ questions quickly and
       accurately. They can also handle these communications with great efficiency—reducing
       operational costs even as the range of services and/or the size of the constituencies they are
       required to support grow over time. Every agency employee can become more productive,
       and the quality of service provided by the agency as a whole can be substantially enhanced.

       COMMUNICATING WITH CONSTITUENTS: KNOWLEDGE BASES IN ACTION
       So how can government agencies effectively manage their institutional knowledge and make
       that knowledge easily available to both constituents and agency staff?

       Today’s knowledge base management technology provides the answer. This proven
       technology fulfills government agencies’ three primary knowledge management objectives:

             · Providing a single repository for all relevant knowledge and making it easy to find
               specific knowledge items as needed
             · Allowing knowledge to be continuously updated and driven by the actual, changing
               needs of constituents
             · Making the knowledge base available across all channels to ensure consistent answers
       By fulfilling these three requirements, an effective knowledge base will significantly improve
       the speed with which constituents get their answers and the cost-efficiency with which the
       agency delivers them.



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Easy-to-Find Knowledge
       An effective knowledge base works something like the web in miniature. All the information
       that an agency needs to provide (policies, procedures, contact information, etc.) resides
       in this knowledge base. When constituents come to the agency’s website seeking some
       particular piece of information, they can search for it in much the same way as they would
       on a web search engine—by entering one or more search terms. However, because the
       knowledge base is a “closed universe” of information, these searches can be much faster
       and more effective than the typical web-wide search. In fact, using a variety of heuristic
       techniques, knowledge base searches can be continually refined so that searches become
       increasingly precise and effective.

       Another technique that can make knowledge searches faster and more effective is content
       ranking. Typically, constituents’ questions revolve around a relatively small number of top
       issues. So, while a knowledge base may contain thousands of answers, an overwhelming
       majority of constituents will want to view the same dozen or so pieces of information—such
       as a mailing address or an eligibility requirement. An intelligent knowledge base will track
       which pieces of information are most commonly requested and place those on a sort of
       “Top Ten” list. This Top Ten should be the first thing constituents see when they come to
       the site looking for answers. That way, a very significant percentage of them will find what
       they need on their first mouse-click.

       There are a variety of other techniques that can be used to make it easy to find specific
       answers in even the largest knowledge base. And the knowledge base itself can be extended
       to include information that already exists on the website or in other electronic documents.
       The key overall benefit, however, is that both constituents and agency staff can quickly
       zero in on the single piece of information they need at any given moment.

       Relevant, Constituent-Driven Content
       Another major challenge that agencies face is ensuring that the content they make available
       to constituents is relevant to their needs. An agency’s subject-matter experts may do their
       best to figure out what constituents will need to know, but in the end, they can only
       make educated guesses. In fact, the only way to be sure that knowledge base content
       is relevant to constituent needs is to have that content driven by the actual questions
       constituents ask every day.

       Here’s how this principle works in the real world. A constituent asks a question that is
       not already covered in the knowledge base. The agency staff member responding to the
       constituent notes this “gap” and, in the process of answering the constituent’s question,
       actually creates a new potential answer for the knowledge base. That answer is reviewed
       by the knowledge base administrator, revised or edited as appropriate, and added to the
       knowledge base. Thus, the next time any constituent has the same question, the answer will
       already be in place on the web, and they can access that answer without generating a phone
       call or email that someone within the agency has to handle personally.

       Note that, with this approach, the creation of knowledge base content is not a separate,
       time-consuming task. Instead, content is developed as an intrinsic part of the constituent
       service process. Thus, in addition to ensuring the relevancy and completeness of the
       knowledge base, this approach eliminates a lot of work for agency employees.
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Leverage Knowledge Across All Channels
       It’s intuitively obvious that the same knowledge base should be used across all
       communication channels. Yet surprisingly few organizations do so. Many agencies provide
       their staff with hard-copy reference binders, while using a totally different process to
       create and publish their web content. The result is tremendous duplication of effort—and
       sometimes even conflicting information.

       Instead, it is much more logical to use a common electronic knowledge base for use on
       the web and by agency staff. Usually, some portion of the knowledge base content that
       is available to internal staff will not be exposed to constituents. However, the “superset” of
       information in the knowledge base will be the same. This way, consistent answers are given
       regardless of the particular channel used. Plus, information only has to be published once to
       be available everywhere.

       There are other ways to leverage this commonality of information. For example, instead of
       giving constituents a regular email address to send their questions to, they can be provided
       with a webform on the site. The fields included in the form will ensure that constituents
       fill out all the information needed to answer their question properly on the first try. In
       addition, even before the email message is sent to the contact center, it can be “scanned” for
       keywords. Based on those keywords, existing knowledge base answers can be offered to the
       constituent. If one of those items proves to be the answer the constituent was looking
       for, the need to reply manually to the email is eliminated altogether. This technique has
       proven to be very effective in reducing email workloads and speeding the delivery of answers
       to constituents.

       COMMUNICATING WITH CONSTITUENTS: MANAGING INTERACTIONS
       In addition to excelling at knowledge management, successful agencies must also be able
       to effectively manage their interactions with constituents. Staff members, for example,
       need a variety of capabilities in order to be productive and effective. As noted earlier, access
       to relevant agency information is essential. However, staffers also need incident-specific
       information in order to resolve issues quickly and appropriately. In particular, they need
       to see if the constituent they are helping has already contacted the agency about the
       issue at hand and, if so, what transpired during those earlier interactions. In some
       cases, they may require access to specific information about the constituent’s account or
       previous service history. Regardless of what type of information they are provided with, that
       information should be available when handling both phone calls and email responses.

       Agency managers have their own special needs as well, since they need to ensure both staff
       productivity and overall service quality. Queue management is particularly important, since
       it allows managers to track response times and take corrective action if those response times
       exceed pre-established limits. Ideally, phone and email queues should be managed from the
       same interface, so the manager can reallocate resources to whichever channel needs them.

       In addition to monitoring real-time incident and queue status, managers need a variety
       of historical reports in order to proactively address process bottlenecks and make
       necessary improvements. These reports include response-time trends, individual employee
       productivity, and query volume patterns.
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Successful managers also track a variety of knowledge base statistics. For example, it’s
       important to monitor the keywords that constituents are using for their knowledge base
       searches. Often, constituents use unexpected terms in their hunt for answers. By discovering
       these search terms, managers can make better decisions about the language to use in the
       knowledge base. It’s also a good idea to track the number of “suggested answers” being
       returned for each keyword. Too many answers only serve to confuse constituents. If no
       answers are being returned, on the other hand, then the constituent obviously isn’t being
       helped. Both of these situations can be easily remedied if the manager has the necessary
       information.

       Explicit Feedback
       One great way to monitor and improve service quality is to explicitly ask constituents
       what they think. This can be done using one-click surveys sent to constituents after an
       incident is resolved. Constituents can be asked to rank the agency’s performance on a
       numeric scale. These rankings can be used in three ways. First, they can be used to track
       overall trends in constituent satisfaction. As improvements are made in communications
       processes, these scores can be used to measure changes in constituent perception and
       thereby validate investments made in service technologies. Second, they can be used to
       pinpoint specific problems in service delivery. If incidents handled by a particular agent get
       ratings below the norm, corrective action is obviously necessary. Third, surveys can be used
       to discover and address specific constituent grievances. Very low scores accompanied by
       strong comments may warrant the personal attention of an agency manager. Such attention
       can lead to a successful “turnaround,” where an especially dissatisfied constituent is
       transformed into an especially pleased one because of the agency’s quick, personal response
       to the problem.

       COMMUNICATING WITH CONSTITUENTS: INSTALLING VS. HOSTING
       Knowledge and communication management technologies are clearly enabling agencies to
       score big wins in terms of service quality and cost-efficiency. However, one more question
       must be asked before moving ahead with such initiatives: Is it better to acquire, install, and
       manage those technologies internally, or source them as hosted services?

       Increasingly, the evidence is pointing towards the advantages of hosting. Agencies that
       deploy new technologies internally have to bear significant cost and risk. Their costs
       include expensive software and database licenses, the acquisition and installation of server
       hardware and storage, and intensive ongoing systems administration. Risks include project
       delays, faulty installation, and periodic downtime. In many cases, the agency’s internal IT
       organization is already stretched to the limit and can therefore only provide limited support
       to the new technology implementation.

       With hosting, all these issues are eliminated. Knowledge base content and enabling
       applications reside on hardware located at a hosting facility that is fully managed by the
       hosting provider. Users—whether they’re constituents, agency staff, or managers—access
       content and applications using their desktop browsers. There’s no hardware or software to
       install or manage. Everything is managed by the hoster.


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Because the hoster’s technical staff specializes in managing the hoster’s communication
       technologies, they can typically deliver superior uptime than can an internal agency IT staff,
       which must juggle multiple responsibilities. Economies of scale also enable the hoster to
       provision more redundancy into the infrastructure that supports the application than an
       individual agency can.

       Key benefits of hosting therefore include:

             · Elimination of upfront costs, such as hardware acquisition and software licenses
             · Elimination of ongoing systems and software management costs
             · Rapid deployment and faster time-to-benefit
             · Greater application reliability
             · Greater long-term scalability
             · No hidden administrative and/or support costs
       There are many other advantages that come with a web-based hosted application as well.
       System functionality can easily be provided to other sites, outside contractors and/or
       telecommuters as required. In fact, if the agency moves, it doesn’t have to worry about
       re-locating servers and other hardware. Users can simply access the system from their
       browsers wherever they are.

       These benefits have motivated many government agencies to choose the hosting route for
       their contact center deployments. By doing so, these agencies have dramatically increased
       their near-term project ROI while ensuring the long-term cost-efficiency of their service
       operations.

       COMMUNICATING WITH CONSTITUENTS: BETTER GOVERNMENT
       Ultimately, the purpose of any agency’s technology implementation is to improve
       government itself. That means making the government more responsive to the needs of its
       constituencies within existing resource constraints.

       For government agencies of all kinds, technology-enablement of communication with
       constituents has proven to be a winning strategy for improving services while controlling
       costs. The primary benefits realized by these agencies through the use of today’s knowledge
       management and communication management technologies include:

       Fast, Accurate Answers to Constituent’s Questions
       Getting the right answer from a government agency right away can make a big difference
       to an individual or a business. By ensuring its ability to quickly deliver those answers, an
       agency significantly improves the quality of the services it provides.

       Reduced Operational Costs
       Government agencies have been able to move a larger percentage of constituent interactions
       away from expensive phone and email channels to the web. In doing so, they reduce their
       costs substantially.


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Incresed Service Capabilities With Exiting Headcount
       For many agencies, the challenge is not to reduce costs as much as it is to support
       more constituents and/or more constituent services without increasing staff headcount.
       Appropriate technologies enable agencies to achieve this critical goal by moving high
       volumes of routine queries to the web, thereby allowing agency staff to devote their time
       and energy to issues that truly warrant their personal attention.

       Consistent Answers Across All Channels
       When agencies don’t provide consistent answers to questions, they can confuse constituents
       and even expose themselves to legal liability. Effective knowledge base management
       eliminates such exposure and ensures that identical inquiries receive identical answers.

       Improved Long-Term Knowledge Retention
       Agencies that don’t employ some sort of knowledge management strategy can see
       critical institutional knowledge leave when their most experienced employees retire. The
       technologies described in this paper ensure that such knowledge is captured, retained, and
       effectively used by all employees.

       Improved Inter-Agency Cooperation
       When agency knowledge is put into useful electronic formats, it can more easily be shared
       and made available to other related agencies. This can keep constituents from feeling that
       they’re “getting the run-around” and help allied agencies work more closely together.

       A Better Worklife for Agency Personnel
       No one likes to spend their time answering the same questions over and over. No one
       feels successful if, despite countless hours of hard work, there’s still a huge backlog of
       unresolved questions at the end of the day. No one wants to deal with constituents who
       are already frustrated because they’ve been waiting hours or days for the help they need. By
       transforming the way agencies communicate with their constituencies, new communication
       and knowledge management technologies also transform the agency itself—making it a far
       more rewarding and enjoyable place to work.

       The bottom line is that government agencies must improve and streamline their
       communication with constituents in order to meet service-level objectives within
       increasingly tight budget constraints. Service technologies have already proven themselves
       to be extraordinarily effective in addressing this growing challenge. For agency managers,
       the automation of constituent communications is a high-ROI, low-risk technology
       decision that can have significant positive impact on agency performance in the near
       and long term.

       GOVERNMENT AGENCIES IN ACTION

               NEW YORK DEPARTMENT OF MOTOR VEHICLES
               With more than 12 online transactions available today—including ordering
               custom plates, replacing drivers license and car registrations and renewing vehicle
               registrations—the New York State Department of Motor Vehicles’ “Internet
               Office” averages 19,000 visitors a day. DMV internet customer relations manager
               George Filieau set a modest goal for his constituent-communication initiative. If
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the agency could increase the percentage of customers who got answers instantly
             online by 50 percent and reduce the volume of emails being generated from the
             DMV website by 30 percent, the initiative would be worthwhile. The results would
             be faster answers for constituents, reduced workloads for service reps, and the
             elimination of the agency’s backlog of customer queries.

             What happened surpassed Filieau’s wildest dreams. In the first week of deployment,
             94 percent of customers were finding their answers online, and email volume
             dropped 33.5 percent. With refinements, the DMV soon experienced an additional
             18 percent reduction in email volume. All told, the DMV estimates that 97 percent
             of the people who use its website now locate their answers right then and there.
             The agency has also reduced the volume of email that customer service reps answer
             manually by an astounding 88 percent.

             “This is the kind of ‘help yourself ’ service we wanted for our web customers, and
             we’re very pleased with the eye-opening results,” says Commissioner Raymond P.
             Martinez said. “We’ve found that the more you help your customers, the more you
             help yourself.”

             ROTHERHAM METROPOLITAN BOROUGH COUNCIL
             The Rotherham Metropolitan Borough Council in Yorkshire, England was
             receiving around 215,000 calls a month, which got routed through the switchboard
             to specialist staff. Highly trained employees were spending a lot of time answering
             very routine questions. The situation wasn’t satisfactory for the public either, since
             constituents often bounced from one Council staffer to another to get answers to
             their questions. There was also no way for people to get answers to their questions
             outside of working hours.

             The Council found a hosted contact center solution that could be integrated easily
             into its existing telephone system. So now, when someone telephones the council
             or walks into one of its offices, any staff member can access the knowledge base and
             answer their questions right away. Callers and visitors are now rarely kept waiting
             or transferred from department to department. If a question can’t be resolved
             using the system, the incident is logged and the appropriate answer is added to the
             knowledge base—ensuring that if the question is ever asked again, the answer will
             be available.

             “Everyone from our staff to the chief executive is behind the changes we are
             making. We have committed to an agenda of major change,” says Jonathan
             Prew, the Council’s business and corporate IS manager. “The technology we are
             implementing really helps us to help the people of Rotherham.”




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ABOUT RIGHTNOW
       RightNow (NASDAQ: RNOW) delivers the high-impact technology solutions and
       services organizations need to cost-efficiently deliver a consistently superior customer
       experience across their frontline service, sales, and marketing touchpoints. Approximately
       1,900 corporations and government agencies worldwide depend on RightNow to achieve
       their strategic objectives and better meet the needs of those they serve. RightNow is
       headquartered in Bozeman, Montana.

       For more information, please visit www.rightnow.com.

       RightNow is a registered trademark of RightNow Technologies, Inc. NASDAQ is a
       registered trademark of the NASDAQ Stock Market.

       Contact us today to find out how we can help you create the best possible customer
       experience for your customers.

       Our solutions:
             RightNow CX                          RightNow Social             RightNow Engage
             The Customer Experience



             RightNow Web Experience              RightNow Contact Center     RightNow CX Cloud Platform


       Be social with us:
             RightNow.com              Twitter               Facebook


             YouTube                   LinkedIn              RightNow Blog




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Communicating with Constituents: High-ROI Technology for Government

  • 1. COMMUNICATING WITH CONSTITUENTS: PROVEN HIGH-ROI TECHNOLOGY FOR GOVERNMENT AGENCIES ©2008 RightNow Technologies. All rights reserved. RightNow and RightNow logo are trademarks of www.rightnow.com RightNow Technologies Inc. All other trademarks are the property of their respective owners. 801219
  • 2. COMMUNICATING WITH CONSTITUENTS: Proven High-ROI Technology for Government Agencies TABLE OF CONTENTS Executive Summary .......... 1 Communicating with Constituents .......... 2 Communicating with Constituents: Knowledge Bases in Action .......... 3 Communicating with Constituents: Managing Interactions .......... 5 Communicating with Constituents: Installing vs. Hosting .......... 6 Communicating with Constituents: Better Government .......... 7 Government Agencies in Action .......... 8 New York Department of Motor Vehicles .......... 8 Rotherham Metropolitan Borough Council .......... 9 About RightNow Technologies .......... 10 www.rightnow.com
  • 3. EXECUTIVE SUMMARY To be successful, any government technology initiative must possess two key attributes. First, it must have well-defined objectives. Web-enablement, for example, should never become an end in itself. Instead, technologies (including the web) should be applied to a primary agency challenge or “pain point.” By targeting such a challenge, the agency ensures that its rewards will be well worth its investments. Second, an initiative must be technically viable. It must use proven technologies that can be reliably applied to the specific challenges being targeted. Otherwise, there is a high risk of failure and waste. Government agencies have reaped particularly high returns from technologies that improve communications with constituents. All agencies communicate with constituencies. These constituencies include individual citizens, businesses, other agencies, and even their own internal staffs. People have questions, and agencies have to give them answers. People seek answers via several channels: the web, email, phone, snail mail, chat, and brick-and-mortar offices. Agencies must therefore be able to provide accurate, up-to- date information regardless of which channel someone happens to use at any given time. Agencies must also closely monitor communications across all channels in order to keep response times down, pinpoint any process bottlenecks, and better understand their constituencies’ top problems and concerns. And they have to do all this within the tight constraints of their existing budgets and staffing. Agencies at the federal, state and local level have found that they can significantly improve the quality and efficiency of their communications by using technologies similar to those being used in the private sector for customer service. This proven customer service technology provides: · A dynamic knowledge base that makes accurate, up-to-date information available to people across all communication channels, and · An easy-to-use system for tracking, reporting on and analyzing interactions with constituents across all communication channels. With a multi-channel knowledge base and multi-channel interaction management, agencies can communicate more effectively, support more services, and handle growing constituencies—without having to increase agency headcount. In fact, with the right technology, many agencies have found that they can improve communications while actually reducing the number of staff members assigned to phone and email tasks. This white paper describes this technology and its benefits. It also includes real-world examples of agencies that have seen substantial improvements in the quality and efficiency of communications with their constituents. .......... 1 www.rightnow.com Share This
  • 4. COMMUNICATING WITH CONSTITUENTS Communication is a big part of any agency’s job. Constituents are constantly asking questions, and agencies constantly have to answer them. People want to know if they’re entitled to benefits. They need to get the right forms and fill them out properly. Sometimes they even need to know if they’re dealing with the right agency! Agencies handle communications with constituents in different ways. Often, phone calls and emails are answered by staff members who have other responsibilities as well. Some larger agencies have created dedicated contact centers to service and support their constituencies. In many cases, the people who answer phone calls are an entirely different group from those who develop content for the agency website. In others, the same people handle phone calls, web content, and email. But regardless of which category an agency falls into, communication is very costly. Agencies with true call centers find them expensive to maintain. Call centers require a lot of expensive infrastructure and considerable staffing. As call volume rises, so do call center costs and call wait-times. Call center staffs must also be trained to answer calls accurately, and must constantly be kept up-to-date on changes in agency policies. If they don’t have the right information, constituents get wrong answers and more problems arise. For agencies without such call centers, things can get even worse. Incoming calls can divert agency personnel from their primary jobs. Employees soon become overloaded—creating communication backlogs and dissatisfied constituents. To make matters worse, people often call with simple, repetitive questions. These questions consume the time and energy of agency staff who should really be dealing with issues that truly warrant their personal attention. As internet use has increased, agencies face the added challenge of coping with growing email volume. Email also requires personal attention from agency employees. But email interactions don’t take place in real time as phone calls do. So email messages often pile up in mailboxes—waiting days or even weeks for a reply. Many agencies are not able to track the status of these messages, so constituents may wait indefinitely for an answer. The web is another important communication channel for any agency. The good thing about the web is that there is no incremental cost to the agency when a constituent uses it to find an answer to a question. Unfortunately, many agencies fail to use the web effectively as a communication channel. Constituents may have difficulty finding the specific piece of information they’re looking for on an agency’s site. Or that information may not even be there at all. So constituents stop using the web and make use of more costly phone and email channels. In addition to the separate challenges each of these communication channels pose to government agencies, these three channels—phone, email and web—also pose a collective challenge. That’s because many constituents use all three channels as they interact with the agency. After an extended email exchange, for example, a constituent may call the agency to get clarification about some issue. If the agency staff member taking that call has no 2 www.rightnow.com Share This
  • 5. knowledge of the previous email exchange, that call probably won’t go as well as it could. Agencies therefore need a way to effectively “blend” communication across all channels. Finally, aside from the actual mechanics of the communication channels themselves, agencies face the challenge of ensuring that staff who answer calls and emails know what they’re talking about. No agency can afford to give incorrect or inadequate answers to constituents. They must therefore empower their people with ready access to the accurate, up-to-date agency knowledge. This is especially true for agencies that are losing experienced staff members and having to replace them with less knowledgeable ones. The communication challenges that agencies face are therefore two-fold: The Knowledge Management Challenge Accurate, up-to-date answers must be maintained and made easily available to both external constituents and internal staff. These answers must be available across all communication channels. And they must be easy to revise and update as required by changing agency policies and changing constituency needs. The Interaction Management Challenge Agency staff members need to be able to handle questions quickly and easily across all communication channels. Agency managers, for their part, need to be able to track these interactions to ensure that answers are being given on a timely basis and that specific types of issues aren’t “clogging up the works.” By addressing these twin issues, agencies can answer constituents’ questions quickly and accurately. They can also handle these communications with great efficiency—reducing operational costs even as the range of services and/or the size of the constituencies they are required to support grow over time. Every agency employee can become more productive, and the quality of service provided by the agency as a whole can be substantially enhanced. COMMUNICATING WITH CONSTITUENTS: KNOWLEDGE BASES IN ACTION So how can government agencies effectively manage their institutional knowledge and make that knowledge easily available to both constituents and agency staff? Today’s knowledge base management technology provides the answer. This proven technology fulfills government agencies’ three primary knowledge management objectives: · Providing a single repository for all relevant knowledge and making it easy to find specific knowledge items as needed · Allowing knowledge to be continuously updated and driven by the actual, changing needs of constituents · Making the knowledge base available across all channels to ensure consistent answers By fulfilling these three requirements, an effective knowledge base will significantly improve the speed with which constituents get their answers and the cost-efficiency with which the agency delivers them. 3 www.rightnow.com Share This
  • 6. Easy-to-Find Knowledge An effective knowledge base works something like the web in miniature. All the information that an agency needs to provide (policies, procedures, contact information, etc.) resides in this knowledge base. When constituents come to the agency’s website seeking some particular piece of information, they can search for it in much the same way as they would on a web search engine—by entering one or more search terms. However, because the knowledge base is a “closed universe” of information, these searches can be much faster and more effective than the typical web-wide search. In fact, using a variety of heuristic techniques, knowledge base searches can be continually refined so that searches become increasingly precise and effective. Another technique that can make knowledge searches faster and more effective is content ranking. Typically, constituents’ questions revolve around a relatively small number of top issues. So, while a knowledge base may contain thousands of answers, an overwhelming majority of constituents will want to view the same dozen or so pieces of information—such as a mailing address or an eligibility requirement. An intelligent knowledge base will track which pieces of information are most commonly requested and place those on a sort of “Top Ten” list. This Top Ten should be the first thing constituents see when they come to the site looking for answers. That way, a very significant percentage of them will find what they need on their first mouse-click. There are a variety of other techniques that can be used to make it easy to find specific answers in even the largest knowledge base. And the knowledge base itself can be extended to include information that already exists on the website or in other electronic documents. The key overall benefit, however, is that both constituents and agency staff can quickly zero in on the single piece of information they need at any given moment. Relevant, Constituent-Driven Content Another major challenge that agencies face is ensuring that the content they make available to constituents is relevant to their needs. An agency’s subject-matter experts may do their best to figure out what constituents will need to know, but in the end, they can only make educated guesses. In fact, the only way to be sure that knowledge base content is relevant to constituent needs is to have that content driven by the actual questions constituents ask every day. Here’s how this principle works in the real world. A constituent asks a question that is not already covered in the knowledge base. The agency staff member responding to the constituent notes this “gap” and, in the process of answering the constituent’s question, actually creates a new potential answer for the knowledge base. That answer is reviewed by the knowledge base administrator, revised or edited as appropriate, and added to the knowledge base. Thus, the next time any constituent has the same question, the answer will already be in place on the web, and they can access that answer without generating a phone call or email that someone within the agency has to handle personally. Note that, with this approach, the creation of knowledge base content is not a separate, time-consuming task. Instead, content is developed as an intrinsic part of the constituent service process. Thus, in addition to ensuring the relevancy and completeness of the knowledge base, this approach eliminates a lot of work for agency employees. 4 www.rightnow.com Share This
  • 7. Leverage Knowledge Across All Channels It’s intuitively obvious that the same knowledge base should be used across all communication channels. Yet surprisingly few organizations do so. Many agencies provide their staff with hard-copy reference binders, while using a totally different process to create and publish their web content. The result is tremendous duplication of effort—and sometimes even conflicting information. Instead, it is much more logical to use a common electronic knowledge base for use on the web and by agency staff. Usually, some portion of the knowledge base content that is available to internal staff will not be exposed to constituents. However, the “superset” of information in the knowledge base will be the same. This way, consistent answers are given regardless of the particular channel used. Plus, information only has to be published once to be available everywhere. There are other ways to leverage this commonality of information. For example, instead of giving constituents a regular email address to send their questions to, they can be provided with a webform on the site. The fields included in the form will ensure that constituents fill out all the information needed to answer their question properly on the first try. In addition, even before the email message is sent to the contact center, it can be “scanned” for keywords. Based on those keywords, existing knowledge base answers can be offered to the constituent. If one of those items proves to be the answer the constituent was looking for, the need to reply manually to the email is eliminated altogether. This technique has proven to be very effective in reducing email workloads and speeding the delivery of answers to constituents. COMMUNICATING WITH CONSTITUENTS: MANAGING INTERACTIONS In addition to excelling at knowledge management, successful agencies must also be able to effectively manage their interactions with constituents. Staff members, for example, need a variety of capabilities in order to be productive and effective. As noted earlier, access to relevant agency information is essential. However, staffers also need incident-specific information in order to resolve issues quickly and appropriately. In particular, they need to see if the constituent they are helping has already contacted the agency about the issue at hand and, if so, what transpired during those earlier interactions. In some cases, they may require access to specific information about the constituent’s account or previous service history. Regardless of what type of information they are provided with, that information should be available when handling both phone calls and email responses. Agency managers have their own special needs as well, since they need to ensure both staff productivity and overall service quality. Queue management is particularly important, since it allows managers to track response times and take corrective action if those response times exceed pre-established limits. Ideally, phone and email queues should be managed from the same interface, so the manager can reallocate resources to whichever channel needs them. In addition to monitoring real-time incident and queue status, managers need a variety of historical reports in order to proactively address process bottlenecks and make necessary improvements. These reports include response-time trends, individual employee productivity, and query volume patterns. 5 www.rightnow.com Share This
  • 8. Successful managers also track a variety of knowledge base statistics. For example, it’s important to monitor the keywords that constituents are using for their knowledge base searches. Often, constituents use unexpected terms in their hunt for answers. By discovering these search terms, managers can make better decisions about the language to use in the knowledge base. It’s also a good idea to track the number of “suggested answers” being returned for each keyword. Too many answers only serve to confuse constituents. If no answers are being returned, on the other hand, then the constituent obviously isn’t being helped. Both of these situations can be easily remedied if the manager has the necessary information. Explicit Feedback One great way to monitor and improve service quality is to explicitly ask constituents what they think. This can be done using one-click surveys sent to constituents after an incident is resolved. Constituents can be asked to rank the agency’s performance on a numeric scale. These rankings can be used in three ways. First, they can be used to track overall trends in constituent satisfaction. As improvements are made in communications processes, these scores can be used to measure changes in constituent perception and thereby validate investments made in service technologies. Second, they can be used to pinpoint specific problems in service delivery. If incidents handled by a particular agent get ratings below the norm, corrective action is obviously necessary. Third, surveys can be used to discover and address specific constituent grievances. Very low scores accompanied by strong comments may warrant the personal attention of an agency manager. Such attention can lead to a successful “turnaround,” where an especially dissatisfied constituent is transformed into an especially pleased one because of the agency’s quick, personal response to the problem. COMMUNICATING WITH CONSTITUENTS: INSTALLING VS. HOSTING Knowledge and communication management technologies are clearly enabling agencies to score big wins in terms of service quality and cost-efficiency. However, one more question must be asked before moving ahead with such initiatives: Is it better to acquire, install, and manage those technologies internally, or source them as hosted services? Increasingly, the evidence is pointing towards the advantages of hosting. Agencies that deploy new technologies internally have to bear significant cost and risk. Their costs include expensive software and database licenses, the acquisition and installation of server hardware and storage, and intensive ongoing systems administration. Risks include project delays, faulty installation, and periodic downtime. In many cases, the agency’s internal IT organization is already stretched to the limit and can therefore only provide limited support to the new technology implementation. With hosting, all these issues are eliminated. Knowledge base content and enabling applications reside on hardware located at a hosting facility that is fully managed by the hosting provider. Users—whether they’re constituents, agency staff, or managers—access content and applications using their desktop browsers. There’s no hardware or software to install or manage. Everything is managed by the hoster. 6 www.rightnow.com Share This
  • 9. Because the hoster’s technical staff specializes in managing the hoster’s communication technologies, they can typically deliver superior uptime than can an internal agency IT staff, which must juggle multiple responsibilities. Economies of scale also enable the hoster to provision more redundancy into the infrastructure that supports the application than an individual agency can. Key benefits of hosting therefore include: · Elimination of upfront costs, such as hardware acquisition and software licenses · Elimination of ongoing systems and software management costs · Rapid deployment and faster time-to-benefit · Greater application reliability · Greater long-term scalability · No hidden administrative and/or support costs There are many other advantages that come with a web-based hosted application as well. System functionality can easily be provided to other sites, outside contractors and/or telecommuters as required. In fact, if the agency moves, it doesn’t have to worry about re-locating servers and other hardware. Users can simply access the system from their browsers wherever they are. These benefits have motivated many government agencies to choose the hosting route for their contact center deployments. By doing so, these agencies have dramatically increased their near-term project ROI while ensuring the long-term cost-efficiency of their service operations. COMMUNICATING WITH CONSTITUENTS: BETTER GOVERNMENT Ultimately, the purpose of any agency’s technology implementation is to improve government itself. That means making the government more responsive to the needs of its constituencies within existing resource constraints. For government agencies of all kinds, technology-enablement of communication with constituents has proven to be a winning strategy for improving services while controlling costs. The primary benefits realized by these agencies through the use of today’s knowledge management and communication management technologies include: Fast, Accurate Answers to Constituent’s Questions Getting the right answer from a government agency right away can make a big difference to an individual or a business. By ensuring its ability to quickly deliver those answers, an agency significantly improves the quality of the services it provides. Reduced Operational Costs Government agencies have been able to move a larger percentage of constituent interactions away from expensive phone and email channels to the web. In doing so, they reduce their costs substantially. 7 www.rightnow.com Share This
  • 10. Incresed Service Capabilities With Exiting Headcount For many agencies, the challenge is not to reduce costs as much as it is to support more constituents and/or more constituent services without increasing staff headcount. Appropriate technologies enable agencies to achieve this critical goal by moving high volumes of routine queries to the web, thereby allowing agency staff to devote their time and energy to issues that truly warrant their personal attention. Consistent Answers Across All Channels When agencies don’t provide consistent answers to questions, they can confuse constituents and even expose themselves to legal liability. Effective knowledge base management eliminates such exposure and ensures that identical inquiries receive identical answers. Improved Long-Term Knowledge Retention Agencies that don’t employ some sort of knowledge management strategy can see critical institutional knowledge leave when their most experienced employees retire. The technologies described in this paper ensure that such knowledge is captured, retained, and effectively used by all employees. Improved Inter-Agency Cooperation When agency knowledge is put into useful electronic formats, it can more easily be shared and made available to other related agencies. This can keep constituents from feeling that they’re “getting the run-around” and help allied agencies work more closely together. A Better Worklife for Agency Personnel No one likes to spend their time answering the same questions over and over. No one feels successful if, despite countless hours of hard work, there’s still a huge backlog of unresolved questions at the end of the day. No one wants to deal with constituents who are already frustrated because they’ve been waiting hours or days for the help they need. By transforming the way agencies communicate with their constituencies, new communication and knowledge management technologies also transform the agency itself—making it a far more rewarding and enjoyable place to work. The bottom line is that government agencies must improve and streamline their communication with constituents in order to meet service-level objectives within increasingly tight budget constraints. Service technologies have already proven themselves to be extraordinarily effective in addressing this growing challenge. For agency managers, the automation of constituent communications is a high-ROI, low-risk technology decision that can have significant positive impact on agency performance in the near and long term. GOVERNMENT AGENCIES IN ACTION NEW YORK DEPARTMENT OF MOTOR VEHICLES With more than 12 online transactions available today—including ordering custom plates, replacing drivers license and car registrations and renewing vehicle registrations—the New York State Department of Motor Vehicles’ “Internet Office” averages 19,000 visitors a day. DMV internet customer relations manager George Filieau set a modest goal for his constituent-communication initiative. If 8 www.rightnow.com Share This
  • 11. the agency could increase the percentage of customers who got answers instantly online by 50 percent and reduce the volume of emails being generated from the DMV website by 30 percent, the initiative would be worthwhile. The results would be faster answers for constituents, reduced workloads for service reps, and the elimination of the agency’s backlog of customer queries. What happened surpassed Filieau’s wildest dreams. In the first week of deployment, 94 percent of customers were finding their answers online, and email volume dropped 33.5 percent. With refinements, the DMV soon experienced an additional 18 percent reduction in email volume. All told, the DMV estimates that 97 percent of the people who use its website now locate their answers right then and there. The agency has also reduced the volume of email that customer service reps answer manually by an astounding 88 percent. “This is the kind of ‘help yourself ’ service we wanted for our web customers, and we’re very pleased with the eye-opening results,” says Commissioner Raymond P. Martinez said. “We’ve found that the more you help your customers, the more you help yourself.” ROTHERHAM METROPOLITAN BOROUGH COUNCIL The Rotherham Metropolitan Borough Council in Yorkshire, England was receiving around 215,000 calls a month, which got routed through the switchboard to specialist staff. Highly trained employees were spending a lot of time answering very routine questions. The situation wasn’t satisfactory for the public either, since constituents often bounced from one Council staffer to another to get answers to their questions. There was also no way for people to get answers to their questions outside of working hours. The Council found a hosted contact center solution that could be integrated easily into its existing telephone system. So now, when someone telephones the council or walks into one of its offices, any staff member can access the knowledge base and answer their questions right away. Callers and visitors are now rarely kept waiting or transferred from department to department. If a question can’t be resolved using the system, the incident is logged and the appropriate answer is added to the knowledge base—ensuring that if the question is ever asked again, the answer will be available. “Everyone from our staff to the chief executive is behind the changes we are making. We have committed to an agenda of major change,” says Jonathan Prew, the Council’s business and corporate IS manager. “The technology we are implementing really helps us to help the people of Rotherham.” 9 www.rightnow.com Share This
  • 12. ABOUT RIGHTNOW RightNow (NASDAQ: RNOW) delivers the high-impact technology solutions and services organizations need to cost-efficiently deliver a consistently superior customer experience across their frontline service, sales, and marketing touchpoints. Approximately 1,900 corporations and government agencies worldwide depend on RightNow to achieve their strategic objectives and better meet the needs of those they serve. RightNow is headquartered in Bozeman, Montana. For more information, please visit www.rightnow.com. RightNow is a registered trademark of RightNow Technologies, Inc. NASDAQ is a registered trademark of the NASDAQ Stock Market. Contact us today to find out how we can help you create the best possible customer experience for your customers. Our solutions: RightNow CX RightNow Social RightNow Engage The Customer Experience RightNow Web Experience RightNow Contact Center RightNow CX Cloud Platform Be social with us: RightNow.com Twitter Facebook YouTube LinkedIn RightNow Blog 10 www.rightnow.com Share This