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  • Danette Beal
    Understanding Your Knowledge Base Performance2100%
    Entry posted July 26, 2017 by Danette BealGuru, tagged Best Practices, Product / Product Release 

    Action Plan

    Picture the scenario. Someone in your organization asks, “How well is your knowledge base performing"?

    Where do you start? What metrics need to be evaluated to answer this question? In many of my own experiences, the inquiring manager is looking to me to define that criteria and educate him or her on whether or not the Customer Portal and knowledge base show a ROI. What seems like a pretty simple ask can lead Knowledge Managers into a rabbit hole with more plot twists than the original Matrix. The task of accurately measuring the success of your knowledge base can seem tedious, overwhelming and in many cases impossible.

    To begin answering whether or not your knowledge base is preforming well, you need to evaluate the reason for having a knowledge base. Empowering customers to self-serve effectively is one of the most powerful tools of the Oracle Service Cloud product. Providing customers with an area to find answers quickly not only saves money for your company but in many cases helps drive customer satisfaction. So how do we measure this?

    Understanding how your knowledge base supports your overall channel engagement strategy can catapult your organization forward and set it apart from the competition. My advice, keep it simple and focus your efforts strategically on what's important to your business. My favorite starting point is to focus on portal navigation, answer effectiveness and answer deflection. These metrics can tell a compelling story of the journey your customers take in navigating your knowledge. Below, I will explore each area and introduce you to our newest report recipes by Joe Landers to help you unlock the secrets to your knowledge base performance. You can find them all on the Deriving Business Intelligence through Service Cloud Value Analytics.

    How do you want customers to contact you?

    Contact Channel

    As a Knowledge Administrator, it is important to understand how your organization engages with your customer base. This understanding will help form a portal experience that supports your overall engagement strategy. Some companies may have extremely complex products and encourage customers to call with questions. In this scenario, the Customer Portal needs to have an easy-to-find Contact Us link that allows users to find the contact center phone number with little effort.  On the flip side, some companies may be more concerned with reducing cost per call and would prefer to engage with customers via chat or email as these are typically lower cost engagements. If this is the case, the page navigation should highlight chat and Ask a Question functionality and make it easy for end users to find these communications channels quickly. The Channel Distribution report recipe allows admins to easily understand what channels customers engage most frequently. Taking this analysis one step further, admins can evaluate the Contact Reasons report to see what call drivers customers are contacting them about. If these reports align with your expectations, you are in good shape. If not, it may be time to evaluate your Customer Portal page navigation strategy.

    Whatever overall engagement strategy you prefer, companies should identify self-service engagements as a critical piece of that strategy. Although this may not be the primary concern, maintaining an effective knowledge base is the lynch pin. The Knowledge Base Performance and Knowledge Consumed by Interface report will help track effectiveness through time. The thing I love most about these two reports is the definitions Joe has included. Each is easy to understand and implement.

    Is your content speaking to your audience?

    How many times have you created and presented something to your peers only for them to either not understand it or not care about the content? Unfortunately, this scenario happens with answers within the knowledge base all too often. What makes perfect sense to you, as the answer creator, may not resonate with the sometimes thousands of people reviewing those answers. Knowledge Managers must create answers at a comprehension level low enough for everyone to understand, while being careful not to dumb it down so much that it alienates the audience. Crafting the answer, and the length of that answer, can mean the difference between a highly functioning knowledge base or a confusing and frustrating experience.   

    The Answer Effectiveness Macro and Micro reporting helps tell the overall story of how your audience interacts with your knowledge base. The Answer Feedback Details report will help you understand exactly what your customers think in one easy-to-understand report.

    Is your assistant assisting or annoying?

    There is nothing more annoying than spending a large amount of time on a help page and not finding the answers you need. This situation may be compounded when a user finally submits a service request and experiences the Guided Assistant pop up with less-than-helpful information. Guided Assistance can be a powerful tool, but can also alienate your audience if not configured appropriately to meet the users’ needs.

    By reviewing the high level Guided Assistance Performance Summary, Knowledge Administrators and leadership can determine how many end users experience Guided Assistance and if it is effective. If a deeper dive is needed, Administrators can drill into individual guide performance with the Guided Assistant Effectiveness report.

    Although the task of understanding your knowledge base may feel intimidating, it does not have to be. I encourage you all to review your own goals and expectations and upload Joe's recipes into your environment to help with the journey. If you have feedback on these reports, please feel free to leave them here or on the Driving Business Intelligence through Service Cloud guide itself.

  • Susie
    It’s Time to Flip the Switch and Start Using Browser User I...17100%
    Entry posted July 19, 2017 by SusieMaster, tagged Best Practices, Product / Product Release 


     As of July 2017, customers can enable the Browser UI directly from within the Oracle Service Cloud Configuration Assistant.  

    Here are 5 reasons why you should start using or at least testing the Browser UI:

    #1.  No installation plus additional platform support (no downloading a client)

    The Browser UI is supported on the major browsers like Chrome, Internet Explorer, Safari and Firefox as well as tablets (both iOS and Android).  That means if you have MAC, Linux or Chrome Operating System or users that need to access from home or their own devices, this is the user interface they should be using for Oracle Service Cloud.

    #2. Easy to roll out to users

    The Browser UI utilizes existing Service Cloud metadata and is configured with the same designers used to layout the smart client (.NET client). This makes it easy to start using in parallel with the existing smart client with minimal additional configuration needed. As an administrator, you choose which profiles can have access to the Browser UI allowing your teams to move over when they are ready.

    #3. Single-version

    The Browser UI is single-version, meaning that all customers are on the same version of Browser UI and we will release frequently to resolve defects and provide new capabilities. This means not having to wait months to get bug fixes and you do not have to perform an upgrade to take advantage of the new functionality provided in the Browser UI updates. Plus there is no downtime associated with these regular updates.

    #4. Simplified extensibility

    The current agent desktop (.NET client) leverages Add-Ins for desktop extensions which requires .NET code (C#), while the Browser UI leverages standard web technologies like javascript.  The bad news is that there is no easy way to change Add-Ins to Browser Extensions. The good news is that we have heard from customers is that it is a lot easier to find developers with javascript skills than .NET.  For more information regarding the Browser Extension Framework, check out the Agent Browser Extensibility Framework Quick Start Guide.

    #5. Streamlined user interface

    The Browser UI looks more up-to-date and is more consistent with the other Oracle CX solutions, plus we aim to minimize clicks.  Also, on our road map is the ability to brand and theme the look & feel so that you can make it more consistent with your own brand.

    A few other facts about the Browser UI that we want to make sure you know:

    • Your site must be on one of the last five (5) Oracle Service Cloud releases; meaning you must be in the auto-upgrade program or upgrade your Oracle Service Cloud base site at least once a year.
    • There is no additional cost to the Browser UI as long as you have active agent desktop licenses.
    • Browser UI supports the majority of agent facing functionality. The main gaps today are around some desktop automation capabilities (specifically desktop workflow and agent scripting) and chat agent productivity tools (like adding knowledge and attachments). With that said, there is a good possibility your contact center agent functions are ready.  Additional Browser UI capabilities are released monthly and our goal is to have majority of the agent facing capabilities supported by the end of 2017.  We recommend staying up to date with the features that are being added and what is currently available within the Browser UI by using the following links:

    o   Browser User Interface Documentation

    o   High level Features supported by the Browser UI

    o   Browser UI update dates and release notes for each update

    • After you enable Browser UI on your site, be sure to set the profile permissions before any user tries to login. The only other configuration you may want to consider is if you want different workspaces for your Browser UI than from the smart client (.NET client).

    What are you waiting for, flip the switch. We invite you to explore the Browser UI and consider if you or any groups in your organization could benefit from the ease-of-access.

    We look forward to getting your feedback!


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  • eleep
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