Turn your IVR into a CRM tool with SAS

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söndag den 22 juni 2008 LYNX Information Engineering Automated Call Handling & Routing through SAS (with a bit of SQL …) October 2008 Brian Coughlan

description

A thought through synthesis of SAS, SQL and basic AVAYA will allow for powerful and flexible call routing and CRM at a fraction of the cost of licensed systems. I presented this concept at the SAS conference in October 2008.

Transcript of Turn your IVR into a CRM tool with SAS

Page 1: Turn your IVR into a CRM tool with SAS

söndag den 22 juni 2008

LYNX Information Engineering

Automated Call Handling & Routing through SAS

(with a bit of SQL …)

October 2008

Brian Coughlan

Page 2: Turn your IVR into a CRM tool with SAS

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LYNX Information Engineering

Contents

• Reasons• JEDI Overview• SAS Detail

– Foundation– Building Blocks– Superstructure

• Outcomes• Key Resources• References

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• Choice

• Confusion

• Cost

Reasons

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• Broadband, Narrowband, HomeNetwork

• Orders and MAC codes• Issue or Fault• Cancelled & Confused• Restarts, Spyware,

Vista

More reasons

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JEDI OverviewORGANISATION DATA CLOUD

BB DETAILNB DETAIL

CRMAVAYA

CUSTOMER INTERACTIONSPHONE NUMBER SOURCES

Daily & Intraday extracts

SAS

Po

pula

tes

rout

ing

look

ups

SQL

Passes CLI, CED, UCID, VDN information

Passes routing information (5 digit VDN)

TELCO CLOUDAVAYA

CCE SERVERCCE SOFTWARE

Overnight

Extraction

of

Telco JEDI Server

interaction

Facilitates Analysis

Improves Call

Match Rate

Ongoing Review and

Analysis

Revie

w of h

andlin

g

and re

solu

tion ra

tes

Review of match

CLI/CED Rates

Routing Changes

Process KnowledgeOperations

Online

Operations input

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SAS - Foundation

• Base SAS ANALYTICS PRO

• SAS/CONNECT

• SAS/ACC-PC File Formats

• SAS/ACC-ODBC

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SAS – Building Blocks

– Standardised Modular Macros– General

• ODBC Extractions• FTP Communications• Library Allocations• Sorts & Loads• Email and SMS Alerts

– System Specific• Extractions and Builds• SQL Lookup Table Population• “Drop In Routing” Process

Page 8: Turn your IVR into a CRM tool with SAS

söndag den 22 juni 2008

LYNX Information Engineering

SAS – Superstructure

– Daily Scheduled Sequence– Polling– Extractions

• Raw Data Tables in SAS– Phone Number/CLI/CED integration and

standardisation– Informat & Format creation

• Networks• Connectivity • Offers• Service Providers• Order, Account, Service, CLI, CED and Login cross

referencing– Builds

• Snapshot Tables • Criteria to Routing Associations• Lookups

– Loads• Audit Tables in SAS• Lookup Tables on SQL Server

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Reduced:• Choice• Confusion• Cost

Outcomes

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Key Resources

– Telecoms Team

– Directors

– Knowledge Team

– Process Team

– Project Team

– Online Help Team

Page 11: Turn your IVR into a CRM tool with SAS

söndag den 22 juni 2008

LYNX Information Engineering