" Practical Guides | Interactive Intelligence

Practical Guides

CIC 4.0 Upgrade

A Practical Guide to Upgrading Customer Interaction Center™ (CIC) Version 3.0 to 4.0 Premises to CaaS
Upgrading from CIC version 3.0 (or earlier) to version 4.0 is considered a major upgrade especially when it includes the transition from an on-premises to a Communications as a Service (CaaS) solution. To complete this upgrade successfully, Interactive Intelligence has created a framework of project phases and best practices to ensure an upgrade process that promotes efficiency while minimizing risk and business disruption. Equally important to this process is a cohesive approach between your team and a highly skilled Interactive Intelligence team dedicated to your 4.0 CaaS upgrade. This Practical Guide discusses our strategy, and what your organization can expect as it moves to CIC/CaaS version 4.0.

A Practical Guide to Upgrading to Customer Interaction Center™ (CIC) Version 4.0
Moving to version 4.0 of the CIC software is a major upgrade, and Interactive Intelligence has created a framework of project phases and best practices to ensure a successful upgrade process. In fostering a cohesive approach between your team and the highly skilled team we dedicate to your 4.0 upgrade project, the upgrade process promotes efficiency while minimizing risk and business disruption. This Practical Guide discusses our strategy, and what your organization can expect as it moves to CIC 4.0.

Cloud-based Contact Center / Communications as a Service (CaaS)

A Practical Guide to Moving your Contact Center to the Cloud
Every contact center is unique, which makes its path to the cloud equally unique. There is no standard blueprint for moving various business, operational, and network functions to a cloud environment. There is no exact process to maximize security and virtualization. But by working within a framework of key considerations, a contact center can develop a cloud migration strategy that’s straightforward and successful.

A Practical Guide to Innovating with the Cloud: A corporate level view
The cloud is helping companies of all kinds find inventive new ways to conduct organizational operations and serve customers. True innovation via the cloud, however, involves integrating cloud technologies into services for business users, and building scalable processes for provisioning and support. It requires a new mindset toward IT and the business, along with the willingness to take risks.

A Practical Guide to Understanding if the Cloud is Right for Your Small Contact Center: What to consider and how to move forward
It’s an increasingly common question for contact centers of 50 agents or fewer: Is the cloud a positive alternative? The answer, of course, depends on key business and technology priorities. But it also depends on finding creative, cost-effective cloud solutions designed for the small center, from a cloud provider with a proven record of contact center functionality and innovation. Read how your small contact center can make the cloud the great competitive equalizer.

A Practical Guide to Jumpstarting Your Contact Center with Communications as a Service (CaaS)
Why are executives turning to the CaaS model for their contact center? Let’s see. Minimal startup costs and a manageable monthly cost structure, advanced applications like workforce management and outbound dialing, and the flexibility they need to create and maintain a dynamic business environment. Learn what else CaaS does, and just how easy it is to get started.

The Contact Center

A Practical Guide to Outbound Dialing Compliance
Navigating the treacherous waters of outbound dialing on a large scale is constantly tricky. Companies must balance risk vs. reward to stay profitable while remaining as compliant as possible. After identifying the appropriate industry-specific regulations and how they apply to their business, companies can follow several general best practices to meet compliance requirements for outbound dialing efforts. These best practices can help most any company balance risk vs. reward successfully.

A Practical Guide to Implementing a Quality Monitoring Program in the Contact Center
Quality monitoring is a must to reach higher levels of operational performance, agent performance, and customer satisfaction. The best contact centers clearly define what they expect their quality monitoring program to achieve, set well-defined objectives and measurements for the program, and put in place practices to meet each goal consistently. Doing so is the difference between a meaningful and successful QM program and one that falls short of its intended purpose.

A Practical Guide to Skills-based Routing
In a contact center, justifying a technology investment comes down to understanding the solution’s applicability and how it can benefit agents, customers, and the business as a whole. Skills-based routing is a technology that can lend to improved business performance by improving agent performance and the customer experience. Learn how to implement a skills-based routing solution wisely, and how to maximize it using best practices.

A Practical Guide to Infrastructure Consolidation Considerations
Lower costs and greater efficiency have long been common refrains in IT, and will continue to be. But as businesses turn to IT to launch new products and deliver services, IT leaders must provision a more versatile voice and data infrastructure to meet these objectives, at the business’s pace. Consolidating multi-point infrastructures can help, and weighing some key considerations can help ensure a cost-effective and successful consolidation roadmap. Learn what those key considerations are.

A Practical Guide to Making SMS a Valuable Media Channel for Business
When Short Message Service is referred to by any of its more recognized given names — text messaging, texting, mobile messaging, etc. — it’s readily seen as a wireless tool for social interactions and checking the weather. Yet as texting volumes threaten to surpass those of email and voice, the value of SMS in the enterprise and the contact center has become increasingly magnified.

A Practical Guide to The Effective Use of Automated Dialing in Collections
Collections agents are only successful when they’re talking to people. However, the low contact rates of manual dialing can leave agents talking to live persons less than 15 minutes every hour. Learn how an automated dialer solution and best practices can improve contact success and increase agent productivity levels to 45 to 55 minutes each hour.

A Practical Guide to Measuring and Managing Shrinkage in the Contact Center
Measuring and managing shrinkage is a core piece of the workforce management process. When properly implemented, it can assist contact center leaders in achieving service level goals and minimizing unproductive agent time. In this guide, read how to measure shrinkage, the steps to setting attainable shrinkage goals, managing with shrinkage in mind and how to leverage shrinkage in your corporate culture

A Practical Guide to Measuring Customer Satisfaction in the Contact Center
The economy, competition, survival… in most contact centers, customer satisfaction has become paramount. Read why post-call IVR surveys are an effective low-cost method for measuring your customers’ satisfaction, and how 10 best practices based on the American Customer Satisfaction Index™ (ACSI) published annually by the University of Michigan significantly improve the make-up of a survey and the reliability and usability of survey data.

Unified Communications

A Practical Guide to Migrating to VoIP: Planning and Design Considerations
The migration path for deploying a voice over IP (VoIP) solution is never the same from one organization to the next. But with things like the SIP communications standard and recommended bandwidth and Quality of Service (QoS) measurements for IP networks, organizations can establish an effective baseline for their VoIP solution deployment — and for the best possible system and network performance once their solution is in place.

Business Process Automation (BPA)

A Practical Guide to Automating Key Business Processes
Business process automation can reduce the time and costs needed to perform most any manual task. It allows companies to do more with fewer resources. To be successful, BPA must start with clear business objectives, must focus on strategy as well as people and technology, and should support “quick win” goals and continuous improvement initiatives alike.

Strategic Planning

A Practical Guide to Managing the Contact Center Strategy
A capacity plan is the best big picture decision-making device for a contact center executive. In many ways, this plan and the resourcing decisions it expresses is the overarching statement of how management wants to treat its customers and agents. Learn how a well-managed and funded strategic plan can lead to a well-managed operation, and to achieving desired satisfaction levels for customers and agents alike.

A Practical Guide to Customer Experience, Trends, and Staff Planning
Customer care executives often say the most important metric in their contact center is “Customer Satisfaction Score,” since a good customer experience will lead to more business. For planning, however, such scores exhibit seasonality, trends, and differences across contact centers. Read what customer experience metrics mean to planning analysts, and how to take advantage of them.

A Practical Guide to Forecasting, Planning, and Decision-Making in an Era of Significant Uncertainty
The contact center industry has always been able to successfully quantify and predict change. Until now. With more random and unpredictable changes in volumes and contact content, the standard planning approach no longer applies. Planners need better, more innovative tools. Find out what new forecasting and planning tools are available to handle all the business change and uncertainty.