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[ Abstract ]

The purpose of this paper is to assist BroadSoft service providers that are

considering offering advanced IVR and speech recognition services to their

customers on their BroadWorks platform. This paper discusses the issues

associated with SaaS IVR solutions and poses some questions that should be

asked when considering which IVR vendor to partner with.




[ Table of Contents ]

Introduction...............................................................................................2

What is meant by ‘advanced’ IVR................................................................2

Things to consider.......................................................................................3

	          1. Increased Call & Transport Costs.................................................3

	          2. Handling call attached data and the Customer Experience..........4

	          3. Integration to the BroadSoft Telephony Platform.........................5

	          4. Platform Access..........................................................................5

	          5. Redundancy...............................................................................6

	          6. Billing Increments......................................................................6

	          7. Ongoing Management .............................................................7	

	           8. Avoiding the ‘Black Box’............................................................8

Conclusion..................................................................................................8

Inference Solutions.....................................................................................9

In the United States....................................................................................10

In Australia..............................................................................................10




                                                   [1]
[ Introduction ]


It is quite common for BroadSoft service providers to be approached by customers requiring IVR

call-flows that are beyond the capabilities of the BroadSoft Auto Attendant. Failure to offer an

adequate IVR solution can lead to lost revenue, customer dissatisfaction and customer churn.


When such opportunities arise, the following options are typically considered by the service

provider:

1.	 Develop the capability in house and determine what skills are required to develop and

    support these applications.

2.	 Do we deploy an on premise IVR solution and determine what the initial capital outlay will be.

3.	 Deploy a Software as a Service (SaaS) white label offering and determine the implications of

    doing so.


This white paper will examine the options for those BroadSoft service providers that have

dismissed options 1 and 2 and are considering either how to approach option 3, or are already

using an existing SaaS IVR partner to provide these services.



[ What is meant by ‘advanced’ IVR? ]


Advanced IVR within the context of this paper descibes any IVR features and functions that cannot

be delivered by the BroadSoft Auto Attendant product. Such features could include:


•	 Reading back of data using text-to-speech software

•	 Integration to back end systems for completing database dips

•	 ‘Screen Popping’ of IVR data to an agent desktop

•	 Understanding spoken input from customers using speech recognition

•	 Automated outbound dialing from the BroadWorks platform using either lists or on demand

    campaigns

•	 Reporting and analysis of call related metrics (e.g. IVR options selected)




                                               [2]
[ Things to Consider ]


For those BroadSoft service providers that want to provide these services in a SaaS model, there

are a number of considerations.


1)	     Increased Call and Transport Costs

There are several ways in which a call might get to the IVR platform but the two most common

options are shown in the diagrams below.


Figure 1 (below) shows a typical ‘over the top’ solution. In this scenario the customer terminates

their calls to a toll free number directly onto the IVR platform. The toll free number is provided by

the IVR platform vendor. This can mean increased call costs for the customer as all of the minutes

then need to begin on the IVR platform regardless of whether they require ‘advanced’ IVR services

or just basic functions that the BroadSoft auto attendant could provide.




                               Figure	
  1	
  -­‐	
  Toll	
  Free	
  to	
  Call	
  Center	
  Flow	
  


This type of solution can also put questions into the customer’s mind relating to the value the

service providers has in the overall value chain. For the service provider wishing to generate

increased revenues and margins by offering IVR services it can be difficult to articulate their value

proposition over and above just being the final destination of the call. It can also be difficult in

this scenario for a BroadSoft service provider to compete against vendors that have a combined

SaaS based IVR and call centre offering.




                                                               [3]
The second most common scenario (Figure 2, below) shows the call terminating on the

BroadWorks platform and then depending on the option chosen within the Auto Attendant the

call is transferred to the IVR platform for processing. A good example of this might where the

customer opts to pay a bill or obtain an account balance.




                                    Figure	
  1	
  -­‐	
  Hair	
  Pinning	
  Calls	
  




The increased costs here arise from those customers that want to speak to an operator after they

have received service from the IVR. The service provider is then required to ‘hair pin’ the call from

their BroadWorks platform to the IVR provider platform and then back again in order to speak

to an agent. This hair pinning then needs to be retained for the entire duration of the call and

increases the total cost of the transaction considerably.



2)	     Handling call attached data and the Customer Experience

One of the most important aspects of providing a good customer experience is that callers should

only be asked for information once. How many times have you provided information like account

numbers to an IVR only to have to repeat everything to the call centre agent once the call is

connected?


Having to do this not only causes frustration to the customer but due to the fact that the agent has

to take the time to ask for this information again, has the impact of increasing the average handle

time of the call and therefore the total cost to service the call. If the customer experience is to be a

good one it is essential that your IVR partner can provide the capability to pass any attached data

to the agent at the time the call is delivered to them.




                                                        [4]
3)	     Integration to the BroadSoft Telephony Platform


The ability to integrate with the BroadWorks platform is an important consideration when

selecting an IVR product. A key element when deploying an IVR application is to understand

when to offer a particular service to a customer. For example, if you are offering a customer a call

back, this should only be offered when there are no agents available or the expected wait time is

too long. It is important to try and understand what is happening within the call centre prior to

passing calls through to queues, rather than just handing them off blindly.


The BroadSoft call centre software makes this information available via the XSI Event Package so

the IVR should be analysing this data prior to transferring any call to a call centre queue. Will this

integration to the BroadSoft call centre application take place? Does the partner have any experi-

ence with integration to the BroadSoft call centre solution? How much experience does the IVR

vendor have with the BroadWorks platform and how many developments have they completed?


Inference’s Studio interface has full support for XSI. Customers can create and manage XSI

subscriptions and then use subscription information within any IVR script. All events can be made

available as local variables to allow for incredibly flexible IVR interactions.


4)	      Platform Access

When looking at the IVR platform one should consider how access to the IVR platform is going to

be achieved. Will the call ingress and egress from your platform and will you retain call control?

Does the IVR partner have experience working with telephony service providers or is their model

direct? Do they support a ‘bring-your-own’ access model and if so, how is that achieved? Do they

have experience with service providers connecting via the public internet, point to point, peering

or cross connect or is their model always to have the call terminated on their platform?


Keeping a call on-net is vital for Service Providers as it allows them to preserve their place in the

value chain. Over-the-top providers typically erode the value of the service provider over time.




                                                [5]
In addition, on-net solutions allow for simpler billing. Bills can be cut from the same CDR’s already

in use by the Service Provider.


Finally, an on-net solution allows the service provider to be selective as to when to offer IVR

functionality. When integrated with XSI, service providers can switch in IVRs when queue lengths

get to a predefined length or when an agent is unavailable.


5)	Redundancy

Redundancy is a key aspect when considering any IVR offering. The question of how redundancy

will be achieved and what service level is being offered. Will redundancy be achieved by tak-

ing advantage of the group/enterprise trunk capability within your BroadWorks platform? What

will the customer experience be like in the event that a component of the solution fails? Will

redundancy require human intervention? In the event of a failure, how is the customer data

replicated and what will the impact be on the caller experience?


Inference’s SaaS platform allows providers to connect to multiple points of presence, specifying a

primary and secondary point-of-presence within a BroadWorks enterprise trunk.


In the event of a network interruption, calls are automatically routed to the secondary point-of-

presence. All customer data is automatically replicated in between the points-of-presence.


6)	     Billing Increments

Billing increments can have a considerable impact on managing the cost of the solution

depending on the average IVR transaction duration. In order to maintain control over costs, the

service provider should understand how IVR processing time is going to be billed and what are

the associated transport costs with SaaS offering? Is the IVR partner billing in per-second, thirty-

second or one minute increments? What is the minimum billing time on platform per call and

what is the minimum monthly spend on the platform?




                                               [6]
Table 1, below, shows an example of how billing increments can have a significant impact on the

total monthly bill.



                                                                Total Cost (based on $0.06 per minute)

      Call Duration   Monthly Volume          Per second Increments                   30 seconds    60 seconds
      40 seconds                                         $1,600                          $2,400          $2,400
      65 seconds          40,000                         $2,600                          $3,600          $4,800
      100 seconds                                        $4,000                          $4,800          $4,800


                           Table	
  1	
  -­‐	
  Billing	
  Increment	
  Cost	
  Comparison	
  




7)	        Ongoing Management & Multi Tenancy

From a service provider perspective an important aspect of the solution should be whether it

supports multi-tenancy. What skills are required to develop the IVR call flows? Do technical

support teams need to learn VXML and CCXML in order to develop IVR scripts? Is integration

achieved graphically through the web interface or are programming languages required? Does

the IVR partner have a model for deploying common script templates within the service creation

environment?


Inference’s Studio environment is completely browser based and fully graphical. Our ‘no-code’

development approach means that anyone with an account is able to build IVR scripts immedi-

ately. There is no need to understand any of the under lying technologies or scripting languages.


Support for templates means that Service Providers are able to offer value added services to

their customers on day one. Whether they need a survey, an advanced auto attendant or a voice

enabled dialer - it all comes standard with Studio.




                                                         [7]
Studio is designed from the ground up to be multi-tenanted. A service provider can use the

supervisor mode to see what a customer sees and help troubleshoot any issues. Service providers

are also provided with their own internal use account for testing and script development.


8)	     Avoiding the ‘Black Box’

What reporting capability both from a billing perspective and performance perspective does your

partner offer? Is logging data easy to understand and transparent? How are Call Detail Records

calculated and can you use your own Call Detail Records to enure that your final bill to your

customer is accurate and defendable. These points can have a big impact on the amount of

administration time spent trying to work out whether the bill you have received is correct or not

and whether system performance figures are accurate.


Inference’s Studio environment allows customer to log whatever data is relevant to them. Data

can be shown in tabular form or graphically using the in built reporting. It can also be exported in

popular formats for use elsewhere.


[Conclusion]


There are a number of options that service providers have available to them in terms of providing

their customer with IVR services. By providing an ‘on net’ IVR service, the service provider is able

to deliver the most compelling value proposition to their customers. The ability for the service pro-

vider to retain call control ensures that they retain their place in that value chain and provide the

best opportunity for generating greater revenue and higher margins. By providing the opportunity

for service providers to ‘bring their own’ access, Inference Solutions ensure that service providers

are able to offer their customers fully integrated IVR services that integrate natively with their

BroadWorks platform.




                                            [8]
[ Inference Solutions ]


Inference Solutions has been providing IVR services on the BroadWorks platform since the

inception of VXML processing capabilities on the Media Server in 2008. Inference understands

the BroadSoft platform and associated services in intimate detail.


Inference Studio is a service creation environment that was built with BroadSoft service providers

in mind and designed to be provided to your customers as a white label IVR service.


The architecture enables service providers to take advantage of the redundancy provided within

your enterprise/group SIP trunks and compliments your Communications as a Service offering

rather than competing with it as traditional IVR offerings will. Per second billing increments in-

sures you only pay for the time you consume on the platform and the services that you consume.




                                           [9]
[ In the United States]


118a Fulton Street, #512

New York, NY 10038



Toll Free: 855 300 1219 - just say “Sales”


[ In Australia ]

Inference Solutions

Level 1, Suite 4

796 High Street

Kew, East, VIC 3102



Founded in 2005 and headquartered in Melbourne Australia, Inference has commercialized

technology built from many years of research and development in the fields of artificial intel-

ligence and machine learning. The result is a range of packaged self-service applications that

compliment and enhance Unified Communications and Call Centre offering for Service Providers.


The Inference suite of products combines our expertise in user interaction design and voice

automation to offer an innovative range of DTMF and speech enabled inbound and outbound IVR

applications for use across a range of verticals. Architectured specifically with service providers

in mind, the Inference Live platform provides a robust carrier grade platform using industry open

standards.


All our self-service applications provide compelling business cases by giving you real-time

management, operational cost reduction, measurable value through powerful analytics and a

consistent customer experience that scales. Service providers have the opportunity to on-board

new customer and increase existing ARPU by leveraging the Inference edge.




                                             [ 10 ]

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Offering advanced ivr services on the broad soft platform

  • 1.
  • 2. [ Abstract ] The purpose of this paper is to assist BroadSoft service providers that are considering offering advanced IVR and speech recognition services to their customers on their BroadWorks platform. This paper discusses the issues associated with SaaS IVR solutions and poses some questions that should be asked when considering which IVR vendor to partner with. [ Table of Contents ] Introduction...............................................................................................2 What is meant by ‘advanced’ IVR................................................................2 Things to consider.......................................................................................3 1. Increased Call & Transport Costs.................................................3 2. Handling call attached data and the Customer Experience..........4 3. Integration to the BroadSoft Telephony Platform.........................5 4. Platform Access..........................................................................5 5. Redundancy...............................................................................6 6. Billing Increments......................................................................6 7. Ongoing Management .............................................................7 8. Avoiding the ‘Black Box’............................................................8 Conclusion..................................................................................................8 Inference Solutions.....................................................................................9 In the United States....................................................................................10 In Australia..............................................................................................10 [1]
  • 3. [ Introduction ] It is quite common for BroadSoft service providers to be approached by customers requiring IVR call-flows that are beyond the capabilities of the BroadSoft Auto Attendant. Failure to offer an adequate IVR solution can lead to lost revenue, customer dissatisfaction and customer churn. When such opportunities arise, the following options are typically considered by the service provider: 1. Develop the capability in house and determine what skills are required to develop and support these applications. 2. Do we deploy an on premise IVR solution and determine what the initial capital outlay will be. 3. Deploy a Software as a Service (SaaS) white label offering and determine the implications of doing so. This white paper will examine the options for those BroadSoft service providers that have dismissed options 1 and 2 and are considering either how to approach option 3, or are already using an existing SaaS IVR partner to provide these services. [ What is meant by ‘advanced’ IVR? ] Advanced IVR within the context of this paper descibes any IVR features and functions that cannot be delivered by the BroadSoft Auto Attendant product. Such features could include: • Reading back of data using text-to-speech software • Integration to back end systems for completing database dips • ‘Screen Popping’ of IVR data to an agent desktop • Understanding spoken input from customers using speech recognition • Automated outbound dialing from the BroadWorks platform using either lists or on demand campaigns • Reporting and analysis of call related metrics (e.g. IVR options selected) [2]
  • 4. [ Things to Consider ] For those BroadSoft service providers that want to provide these services in a SaaS model, there are a number of considerations. 1) Increased Call and Transport Costs There are several ways in which a call might get to the IVR platform but the two most common options are shown in the diagrams below. Figure 1 (below) shows a typical ‘over the top’ solution. In this scenario the customer terminates their calls to a toll free number directly onto the IVR platform. The toll free number is provided by the IVR platform vendor. This can mean increased call costs for the customer as all of the minutes then need to begin on the IVR platform regardless of whether they require ‘advanced’ IVR services or just basic functions that the BroadSoft auto attendant could provide. Figure  1  -­‐  Toll  Free  to  Call  Center  Flow   This type of solution can also put questions into the customer’s mind relating to the value the service providers has in the overall value chain. For the service provider wishing to generate increased revenues and margins by offering IVR services it can be difficult to articulate their value proposition over and above just being the final destination of the call. It can also be difficult in this scenario for a BroadSoft service provider to compete against vendors that have a combined SaaS based IVR and call centre offering. [3]
  • 5. The second most common scenario (Figure 2, below) shows the call terminating on the BroadWorks platform and then depending on the option chosen within the Auto Attendant the call is transferred to the IVR platform for processing. A good example of this might where the customer opts to pay a bill or obtain an account balance. Figure  1  -­‐  Hair  Pinning  Calls   The increased costs here arise from those customers that want to speak to an operator after they have received service from the IVR. The service provider is then required to ‘hair pin’ the call from their BroadWorks platform to the IVR provider platform and then back again in order to speak to an agent. This hair pinning then needs to be retained for the entire duration of the call and increases the total cost of the transaction considerably. 2) Handling call attached data and the Customer Experience One of the most important aspects of providing a good customer experience is that callers should only be asked for information once. How many times have you provided information like account numbers to an IVR only to have to repeat everything to the call centre agent once the call is connected? Having to do this not only causes frustration to the customer but due to the fact that the agent has to take the time to ask for this information again, has the impact of increasing the average handle time of the call and therefore the total cost to service the call. If the customer experience is to be a good one it is essential that your IVR partner can provide the capability to pass any attached data to the agent at the time the call is delivered to them. [4]
  • 6. 3) Integration to the BroadSoft Telephony Platform The ability to integrate with the BroadWorks platform is an important consideration when selecting an IVR product. A key element when deploying an IVR application is to understand when to offer a particular service to a customer. For example, if you are offering a customer a call back, this should only be offered when there are no agents available or the expected wait time is too long. It is important to try and understand what is happening within the call centre prior to passing calls through to queues, rather than just handing them off blindly. The BroadSoft call centre software makes this information available via the XSI Event Package so the IVR should be analysing this data prior to transferring any call to a call centre queue. Will this integration to the BroadSoft call centre application take place? Does the partner have any experi- ence with integration to the BroadSoft call centre solution? How much experience does the IVR vendor have with the BroadWorks platform and how many developments have they completed? Inference’s Studio interface has full support for XSI. Customers can create and manage XSI subscriptions and then use subscription information within any IVR script. All events can be made available as local variables to allow for incredibly flexible IVR interactions. 4) Platform Access When looking at the IVR platform one should consider how access to the IVR platform is going to be achieved. Will the call ingress and egress from your platform and will you retain call control? Does the IVR partner have experience working with telephony service providers or is their model direct? Do they support a ‘bring-your-own’ access model and if so, how is that achieved? Do they have experience with service providers connecting via the public internet, point to point, peering or cross connect or is their model always to have the call terminated on their platform? Keeping a call on-net is vital for Service Providers as it allows them to preserve their place in the value chain. Over-the-top providers typically erode the value of the service provider over time. [5]
  • 7. In addition, on-net solutions allow for simpler billing. Bills can be cut from the same CDR’s already in use by the Service Provider. Finally, an on-net solution allows the service provider to be selective as to when to offer IVR functionality. When integrated with XSI, service providers can switch in IVRs when queue lengths get to a predefined length or when an agent is unavailable. 5) Redundancy Redundancy is a key aspect when considering any IVR offering. The question of how redundancy will be achieved and what service level is being offered. Will redundancy be achieved by tak- ing advantage of the group/enterprise trunk capability within your BroadWorks platform? What will the customer experience be like in the event that a component of the solution fails? Will redundancy require human intervention? In the event of a failure, how is the customer data replicated and what will the impact be on the caller experience? Inference’s SaaS platform allows providers to connect to multiple points of presence, specifying a primary and secondary point-of-presence within a BroadWorks enterprise trunk. In the event of a network interruption, calls are automatically routed to the secondary point-of- presence. All customer data is automatically replicated in between the points-of-presence. 6) Billing Increments Billing increments can have a considerable impact on managing the cost of the solution depending on the average IVR transaction duration. In order to maintain control over costs, the service provider should understand how IVR processing time is going to be billed and what are the associated transport costs with SaaS offering? Is the IVR partner billing in per-second, thirty- second or one minute increments? What is the minimum billing time on platform per call and what is the minimum monthly spend on the platform? [6]
  • 8. Table 1, below, shows an example of how billing increments can have a significant impact on the total monthly bill. Total Cost (based on $0.06 per minute) Call Duration Monthly Volume Per second Increments 30 seconds 60 seconds 40 seconds $1,600 $2,400 $2,400 65 seconds 40,000 $2,600 $3,600 $4,800 100 seconds $4,000 $4,800 $4,800 Table  1  -­‐  Billing  Increment  Cost  Comparison   7) Ongoing Management & Multi Tenancy From a service provider perspective an important aspect of the solution should be whether it supports multi-tenancy. What skills are required to develop the IVR call flows? Do technical support teams need to learn VXML and CCXML in order to develop IVR scripts? Is integration achieved graphically through the web interface or are programming languages required? Does the IVR partner have a model for deploying common script templates within the service creation environment? Inference’s Studio environment is completely browser based and fully graphical. Our ‘no-code’ development approach means that anyone with an account is able to build IVR scripts immedi- ately. There is no need to understand any of the under lying technologies or scripting languages. Support for templates means that Service Providers are able to offer value added services to their customers on day one. Whether they need a survey, an advanced auto attendant or a voice enabled dialer - it all comes standard with Studio. [7]
  • 9. Studio is designed from the ground up to be multi-tenanted. A service provider can use the supervisor mode to see what a customer sees and help troubleshoot any issues. Service providers are also provided with their own internal use account for testing and script development. 8) Avoiding the ‘Black Box’ What reporting capability both from a billing perspective and performance perspective does your partner offer? Is logging data easy to understand and transparent? How are Call Detail Records calculated and can you use your own Call Detail Records to enure that your final bill to your customer is accurate and defendable. These points can have a big impact on the amount of administration time spent trying to work out whether the bill you have received is correct or not and whether system performance figures are accurate. Inference’s Studio environment allows customer to log whatever data is relevant to them. Data can be shown in tabular form or graphically using the in built reporting. It can also be exported in popular formats for use elsewhere. [Conclusion] There are a number of options that service providers have available to them in terms of providing their customer with IVR services. By providing an ‘on net’ IVR service, the service provider is able to deliver the most compelling value proposition to their customers. The ability for the service pro- vider to retain call control ensures that they retain their place in that value chain and provide the best opportunity for generating greater revenue and higher margins. By providing the opportunity for service providers to ‘bring their own’ access, Inference Solutions ensure that service providers are able to offer their customers fully integrated IVR services that integrate natively with their BroadWorks platform. [8]
  • 10. [ Inference Solutions ] Inference Solutions has been providing IVR services on the BroadWorks platform since the inception of VXML processing capabilities on the Media Server in 2008. Inference understands the BroadSoft platform and associated services in intimate detail. Inference Studio is a service creation environment that was built with BroadSoft service providers in mind and designed to be provided to your customers as a white label IVR service. The architecture enables service providers to take advantage of the redundancy provided within your enterprise/group SIP trunks and compliments your Communications as a Service offering rather than competing with it as traditional IVR offerings will. Per second billing increments in- sures you only pay for the time you consume on the platform and the services that you consume. [9]
  • 11. [ In the United States] 118a Fulton Street, #512 New York, NY 10038 Toll Free: 855 300 1219 - just say “Sales” [ In Australia ] Inference Solutions Level 1, Suite 4 796 High Street Kew, East, VIC 3102 Founded in 2005 and headquartered in Melbourne Australia, Inference has commercialized technology built from many years of research and development in the fields of artificial intel- ligence and machine learning. The result is a range of packaged self-service applications that compliment and enhance Unified Communications and Call Centre offering for Service Providers. The Inference suite of products combines our expertise in user interaction design and voice automation to offer an innovative range of DTMF and speech enabled inbound and outbound IVR applications for use across a range of verticals. Architectured specifically with service providers in mind, the Inference Live platform provides a robust carrier grade platform using industry open standards. All our self-service applications provide compelling business cases by giving you real-time management, operational cost reduction, measurable value through powerful analytics and a consistent customer experience that scales. Service providers have the opportunity to on-board new customer and increase existing ARPU by leveraging the Inference edge. [ 10 ]