Votre équipe de service client a du mal à répondre à la demande. L’automatisation des processus peut-elle aider ?
Si vous dirigez une équipe de service client, vous savez à quel point il peut être difficile de traiter un volume élevé de demandes, de requêtes et de plaintes. Vous voulez fournir un service rapide et convivial, mais vous devez également faire face à des tâches répétitives, à la saisie manuelle de données et aux erreurs humaines. Comment pouvez-vous améliorer votre efficacité et la satisfaction de vos clients sans embaucher plus de personnel ni faire de compromis sur la qualité ? L’automatisation des processus pourrait être la solution.
-
Aparnaa KSSenior Full Stack Engineer & AWS certified Solutions Architect
-
Vaibhav PatelISTQB Test Manager | Blue Prism | PSM I Scrum Master | Azure | Selenium | Python | Devops | Dynamics D365 | Power BI
-
Sukruth MuthyalMicrosoft Power Platform Developer | Power Apps | Power Automate | SharePoint | O365 | Azure | D365
L’automatisation des processus est l’utilisation d’outils et de systèmes logiciels pour automatiser les flux de travail et les tâches qui sont normalement effectuées par des humains. Cette technologie permet de rationaliser les opérations de service client en réduisant les interventions manuelles, en éliminant les erreurs et en économisant du temps et des ressources. Par exemple, vous pouvez utiliser l’automatisation des processus pour envoyer des e-mails, des messages ou des notifications automatisés aux clients en fonction de certains déclencheurs ou conditions. Il peut également créer et mettre à jour des tickets, des enregistrements ou des rapports en fonction des entrées ou des actions des clients. De plus, l’automatisation des processus peut acheminer les demandes des clients vers les bons agents ou services en fonction de règles ou de critères prédéfinis. De plus, il peut générer et envoyer des factures, des reçus ou des confirmations aux clients après un achat ou un service, ainsi que collecter et analyser les commentaires, les évaluations ou les avis des clients.
-
Sukruth Muthyal
Microsoft Power Platform Developer | Power Apps | Power Automate | SharePoint | O365 | Azure | D365
Process automation is the use of technology to automate any business processes. It can help to improve efficiency, reduce costs, and free up employees to focus on more strategic tasks. It involves leveraging software and technology to automate repetitive and manual tasks within a business process. It includes technologies like robotic process automation (RPA) or intelligent document processing (IDP), workflow orchestration, artificial intelligence (AI), system integrations, and business rules. In summary, process automation is a powerful tool that can help businesses to streamline their operations, reduce costs, and improve efficiency by automating repetitive and manual tasks.
-
Viju Bhatia Bukate
Managing Partner Shrirang Automation & Controls
In a chemical processing, the instrumentation helps the process for better yield or consistency in output. This also generates a better profitability
-
Nithin Krishna, Technologist
UiPath MVP | Cognitive Automation Expert | Digital Transformation | Positive Change
Automating manual repetitive tasks into automated workflows to mimic human actions is called process automation. It empowers a virtual workforce of bots and assistants to keep the business running 24/7 with high accuracy, efficiency, and faster turnaround times. It has the capability to monitor emails, integrate ITSM tools with one- or two-way communication, and seamlessly collaborate with chatbots, IVR, and more. Adding an AI layer further enhances its intelligence, allowing it to perform workflows with greater autonomy and decision-making capabilities.
-
Dhruva Sharma
Product Manager | Building Design-Driven Platforms | Science Enthusiast
For the financial industry, the old system of manual documentation is being automised with the digital India initiative where all the KYC and customer personal data is being stored, secured and used for faster processing and overall reducing the lead time for financial judgements.
-
Fábio R.
Profissional de Automação, Gerenciamento de Projetos
A Automação no Brasil é algo muito complexo, onde temos em sua grande maioria um conceito de processos produtivos muito conservador e com visões de mercado distintas, onde o empresário não vislumbra ganhos de produtividade, de gastos na implantação da automação, tão pouco o retorno social.
L’automatisation des processus peut offrir plusieurs avantages aux performances et à la productivité de votre équipe de service client. L’automatisation peut rendre votre service plus rapide et plus cohérent, tout en augmentant la satisfaction et la fidélité des clients. Cela peut également vous aider à économiser de l’argent et des ressources, ainsi qu’à améliorer les informations et la prise de décision. Grâce à l’automatisation, vous pouvez répondre aux demandes et aux problèmes des clients rapidement et avec précision, tout en vous assurant que votre service est conforme aux normes et aux politiques. De plus, il peut améliorer l’expérience client en fournissant une communication et des solutions opportunes, pertinentes et personnalisées. En outre, l’automatisation peut vous aider à collecter et à analyser les données des interactions avec le service client, à mesurer les performances, la qualité et l’impact, ainsi qu’à identifier les tendances, les modèles et les opportunités. En fin de compte, cela peut vous aider à attirer et à fidéliser davantage de clients, à vendre des produits ou des services à des fins incitatives ou croisées, à réduire le taux de désabonnement et les remboursements et à augmenter les revenus.
-
Vaibhav Patel
ISTQB Test Manager | Blue Prism | PSM I Scrum Master | Azure | Selenium | Python | Devops | Dynamics D365 | Power BI
RPA not only help streamline processes but also liberated skilled human resources to focus on more strategic, value-added tasks. The improved compliance and audit trail are added advantages which can't be overstated, especially in highly regulated industries. It's incredible to see how process automation reduces operational costs, but also make business environment more agile and responsive.
-
Saurabh Sudame
Senior Business Analyst | Pega Lead Business Architect | CSM | ICAgile PO | SAFe®
One of the most underrated strategies is to simplify and standardise processes prior to implementing automation. It not only brings the implementation costs down but also make processes more maintainable and scalable.
-
Nithin Krishna, Technologist
UiPath MVP | Cognitive Automation Expert | Digital Transformation | Positive Change
One of the case studies where we tried implementing process automation for an insurance company with a good number of customer service agents. We built a bot which will help the on-call agents to handle some tasks when a customer request for some checks or troubleshooting. Let's say a customer wants to see if they have the sum insured left, why his/her last claim got rejected in xyz hospital, what will be the next premium amount, subscripe or unsubscribe to add-ons in the plan. These tasks are now handled by the bot where the service executive can spend more time interacting with the customer improving customer satisfaction and the time taken for fulfilling the customer request is reduced drastically by 5-10x making an impact.
-
Tamara Awudu
Connecting Top Talent & Great Companies I Mining, Industrial, Energy - White Collar I Advocate for Gender Equity in the Workplace
In my experience, absolutely it can help….. By questioning where customer service teams waste the most time and could benefit most from automation. Where do they spend the most time on each open case? What are the most repetitive tasks? What takes the most time when gathering information? Where do they typically need to request support or approval from subject matter experts causing more delays? By asking these questions, organisations can start mapping out their journey to automation by listing areas and tasks that could be automated. Equally its important to realise where they need to still preserve the human elements of interaction some customers demand.
-
Sukruth Muthyal
Microsoft Power Platform Developer | Power Apps | Power Automate | SharePoint | O365 | Azure | D365
Some benefits of process automation: 1. Marketing: Automating email campaigns, social media posts, and lead generation processes. 2. IT: Automating software deployment, server maintenance, and network monitoring. 3. Operations: Automating inventory management, order processing, and supply chain management. 4. Logistics: Automating shipment tracking, delivery scheduling, and route optimization. 5. Customer Engagement: Automating customer service, chatbots, and feedback collection. 6. Finance: Automating invoice processing, payment processing, and financial reporting.
La mise en œuvre de l’automatisation des processus pour votre équipe de service client peut sembler intimidante, mais ce n’est pas forcément le cas. Pour commencer, vous devez d’abord identifier vos objectifs et vos défis. Ensuite, cartographiez les flux de travail et les tâches impliqués dans chaque processus de service client. Après cela, choisissez les bons outils et systèmes qui ont les caractéristiques et les fonctions dont vous avez besoin. Enfin, testez et optimisez votre automatisation en mesurant son efficacité, en surveillant les problèmes ou les erreurs et en la mettant à jour en fonction des commentaires et des données.
-
Aparnaa KS
Senior Full Stack Engineer & AWS certified Solutions Architect
I would use Incident management tools like ServiceNow. 1. Whenever there is a request coming to the Customer Service Team, an incident request must be created using a Web App form. 2. The form must be automated to perform actions using REST APIs. 3. For sensitive actions, the form will mail the Managers / Owners and gets a action confirmation before automated action is taken. 4. Once action is completed the Customer Service Person and Requestor / Customer must be notified. 5. Automation also helps in setting a standardization on how to deal with each similar problems.
-
Vaibhav Patel
ISTQB Test Manager | Blue Prism | PSM I Scrum Master | Azure | Selenium | Python | Devops | Dynamics D365 | Power BI
One should always consider phased approach to implementation. Start with a pilot project to validate the chosen automation tools and methodologies. This allows quick adjustments and ensures a smoother rollout when scaling up automation.
-
Nithin Krishna, Technologist
UiPath MVP | Cognitive Automation Expert | Digital Transformation | Positive Change
Discovery is the crucial first step. We can approach it manually or leverage automation tools like UiPath's process, task, and communication mining. These tools are invaluable, gathering information from your organizational infrastructure and visualizing it to suggest potential automation opportunities. Prioritize automation based on factors like impact, alignment with business goals, quick-win potential, application dependencies, and integration complexity. Ensure frequent releases of functional automations to production, delivering ongoing business value and fueling ROI momentum. This avoids the demotivation associated with lengthy end-to-end development cycles.
-
Ewa Grenda PMP®
Azure Cloud Migration Lead
To identify goals and challenges you need to look into the eyes of a client and end user at the same time. It is not an easy task, not even a typical approach - what can be useful are Design Thinking tools and an overall DT Mindset that will allow you to exclude bias. Remember that Design Thinking can be perfectly paired with Lean and Agile to recognize the problem, build the perfect solution and manage it while in the project stage.
-
Nuwanka Perera
Manager - Process Excellence at Hatton National Bank PLC Lean Six Sigma Master Black Belt | Project Management | RPA | Banking
A Use of Proof of concept is useful to test is viability and relevancy by selecting the most critical process followed by an effective strategy to scale up once tested and accepted. Implementation stratgy needs sense of urgency, cross functional assistance, methodology and governance.
L’automatisation des processus n’est pas destinée à remplacer votre équipe de service client, mais à l’améliorer et à la responsabiliser. Cependant, vous pouvez être confronté à une certaine résistance ou à des défis de la part des membres de votre équipe, tels que la peur de perdre votre emploi, le manque de confiance dans l’automatisation, la difficulté à vous adapter à de nouveaux outils et systèmes ou la confusion avec l’automatisation. Pour surmonter ces défis, vous devez former et soutenir votre équipe tout au long de la mise en œuvre et de l’exploitation de l’automatisation des processus. Vous devez communiquer les avantages et les attentes de l’automatisation des processus à votre équipe, en leur fournissant une formation et des ressources adéquates. De plus, offrez un soutien et une assistance continus en créant une culture de collaboration et d’apprentissage, en affectant des mentors pour vous aider à résoudre les problèmes et en sollicitant leurs commentaires pour vous améliorer.
-
Vaibhav Patel
ISTQB Test Manager | Blue Prism | PSM I Scrum Master | Azure | Selenium | Python | Devops | Dynamics D365 | Power BI
It is very important for senior management to be supportive and aligned to process automation goals. RPA teams can face a lot of challenges if there is lack of support from leadership. I have also seen lot of operation SME's learning and upskilling in process controllers role and start managing bots. So this can be something to consider if one is afraid of impact to his or her role.
-
Sukruth Muthyal
Microsoft Power Platform Developer | Power Apps | Power Automate | SharePoint | O365 | Azure | D365
First create a Training plan for Managers and Employees to train them in the respective areas to handle the different challenging situations while working on RPA. Also Management should provide support to continuous improvisation.
-
Dharani Sai Krishna
LEAD PROGRAMMER in Scripting Department (KANTAR GDC) | Expert in Python | Beginner in Power BI | Mentor
In my experience, we need to assure employees that this automation process exists only to enhance them not to remove them from their jobs. we can support our team by building comprehensive training program with continuous learning opportunities and creating an environment where team members feel comfortable seeking guidance and mentorship. Encourage a culture of collaboration, knowledge sharing, and open communication within the team. Acknowledge and appreciate achievements, milestones, and exceptional performance.
-
Nuwanka Perera
Manager - Process Excellence at Hatton National Bank PLC Lean Six Sigma Master Black Belt | Project Management | RPA | Banking
First, create the need and sense of urgency for team's acceptance. Right selection, POC supports to test thenew concepts and its relevancy to address key concerns of the teams. This will allow them to realise the benefits. Further, Upskilling and reskilling teams is essential as a part of training and development to empower teams to use automation and AI as needed.
-
Pablo Estrin
Head of Data Decisioning (AI, ML & Robotics) @PageGroup
Lo más importante para formar y apoyar al equipo es dotarlos de todos los medios necesarios para que puedan realizar su trabajo. Esto sería, capacitarlos en las herramientas necesarias, dotarlos de ordenadores que puedan realizar las funciones y formarlos para que comprendan el negocio. De esta manera estarán entendiendo el "por qué" de la automatización y podrán realizar trabajos orientados y de mayor calidad.
L’automatisation des processus peut vous aider à rationaliser de nombreux aspects du service client, mais elle ne peut pas remplacer le contact humain que les clients apprécient et attendent. Ainsi, il est essentiel d’équilibrer l’automatisation et le contact humain afin de fournir le meilleur service possible. Segmentez vos clients et vos processus en fonction de facteurs tels que le type, la fréquence, l’urgence, les préférences, les attentes, la complexité et le risque du processus. L’automatisation peut être utilisée pour des tâches simples et routinières telles que la confirmation des informations ou de l’identité des clients, la fourniture d’informations de base, la collecte de commentaires ou d’évaluations et l’envoi de rappels ou de confirmations. Le contact humain est nécessaire pour des tâches complexes et créatives telles que la résolution de plaintes ou de litiges, l’offre de conseils ou de recommandations, la négociation d’offres ou de remises, et l’établissement de relations ou de confiance. De plus, permettez des transitions et des escalades transparentes en offrant aux clients des options claires pour contacter un agent humain, en informant les clients lorsqu’ils interagissent avec un bot ou une personne, et en fournissant à vos agents des informations pertinentes issues de l’interaction automatisée.
-
Jochen Harter
On the way to a bright future
Ein KI unterstützter Service oder Chatbot ist eine hervorragende Möglichkeit, den Kunden schneller zu helfen. Lernende KI wird zudem immer besser. Die Auswahl der Automatisierung sollte gut überlegt sein, denn es ist immer ein schmaler Grat, wann der Absprung von KI hin zu menschlicher Interaktion notwendig ist. Zu spät kann zum Verlust des Kunden führen, zu früh verbrennt wichtige Ressourcen.
-
Nuwanka Perera
Manager - Process Excellence at Hatton National Bank PLC Lean Six Sigma Master Black Belt | Project Management | RPA | Banking
Complex processes can be routed for staff intervention with an exception handling process while simple task is fully automated in unattended mode in RPA. Also, when chatbots are used, options such as 'speak to an agent' are some of the best practices used by allowing the customer to decide.
-
Sukruth Muthyal
Microsoft Power Platform Developer | Power Apps | Power Automate | SharePoint | O365 | Azure | D365
Create a team to monitor and support the Automation to handle the error or failure scenarios. It is very essential to manage the RPA tools which need some human intervention. So that we can keep track of latest updates and even suggest enhancements.
-
René Swagerman
Product Owner | Delivering innovative products that solve complex problems
Understand very well the industry you are in and the impact and urgency for your customers. A 24/7 production environment where machine stoppage is very expensive, requires a different approach from consumer goods. Low volume, high impact, long duration or high volume, low impact, short duration contacts. An AI chatbot that helps navigate a quality FAQ. An email – call ticketing system that is set up to prioritize (urgency, service contract), distribute (available technician, specialized, familiar with the customer) and inform (present customer information to the technician) greatly streamlines the process. It will boost customer satisfaction, build a knowledge base, prioritize requests, and increase the sales of service level agreements.
-
Philip G.
Catalyst for Digital Transformation
With the right corporate culture, automation owned and driven by the employees can be an empowerment of them. No one should be concerned about being made redundant. Instead, actively working on automating the boring stuff and focusing on the interesting parts should be everyone's goal and daily motivation.
-
Luis Guzmán
Site Reliability Engineer. Linux, Kubernetes, Shell Scripting and Virtualization
While RPA is a great help, always try documenting the backing process. Even if RPA is already in place, a good documentation can be shared among peers and customers, sometimes avoiding to even request for help. Good documentation is the foundation to good automation, as you will have to understand the process to explain it in a document even before creating any automated solution.
-
Hemant Pujari
Sr. Manager(Technology)@Morgan Stanley | Member Automation COE/SQUAD | RPA | MBA(HR) | B.TECH.(CSE) | 35+ Recommendations
Yes Process Automation will help by minimising the overall processing time by working 24/7. At the same time process automation significantly helps in minimising human errors. Also automated emails, self generated reports will help in timely communication with the customers. There are processes which can't be completely automated and need a human touch for decision making. There also process automation will help in expediting the overall process.
-
Marcelo Acosta Cavalero
Los perfiles y competencias ideales para el servicio de atención al cliente no necesariamente coinciden con los requeridos para llevar a cabo automatizaciones efectivas. Alguien sin el "chip" técnico puede no ser consciente de las posibilidades disponibles, lo que se convierte en un caso de "no saber lo que no se sabe". Por esto, si el enfoque principal es la automatización, es bueno contar con personas que tengan background técnico o involucrar a un equipo de desarrollo en los procesos de atención. Lo ideal es brindar soluciones ágiles y de rápida implementación, por lo que se pueden crear MVPs utilizando herramientas no/low code en lugar de embarcarse en desarrollos que podrían no cumplir con las necesidades reales.
Notez cet article
Lecture plus pertinente
-
Opérations de service clientsHow can you streamline customer service workflows?
-
Gestion des relations d’affairesYour team is struggling to keep up with customer service. How can you streamline your processes?
-
Opérations de service clientsVoici comment vous pouvez naviguer dans les nouvelles attentes et préférences des clients en tant que professionnel du service client.
-
Opérations de service clientsHere's how you can assess the impact of your strategic decisions in customer service.