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Unlocking Customer Insight Through Automation

Key Points

  • Gaining full visibility of every step in the customer journey is essential for identifying and addressing service gaps.
  • Advanced technologies enable end‑to‑end tracing of experiences, turning hidden insights into concrete improvement opportunities.
  • Collaborative discovery unlocks the organization’s tacit knowledge, allowing scarce resources to be focused on the highest‑impact innovations.
  • Turning insights into actionable outcomes requires an infrastructure that puts data at the core and empowers employees to act on it.
  • Consistency across all touchpoints is achieved by digitizing and automating processes, embedding decision logic, and reducing human error at scale.

Full Transcript

# Unlocking Customer Insight Through Automation **Source:** [https://www.youtube.com/watch?v=nWmTyA3acbY](https://www.youtube.com/watch?v=nWmTyA3acbY) **Duration:** 00:04:58 ## Summary - Gaining full visibility of every step in the customer journey is essential for identifying and addressing service gaps. - Advanced technologies enable end‑to‑end tracing of experiences, turning hidden insights into concrete improvement opportunities. - Collaborative discovery unlocks the organization’s tacit knowledge, allowing scarce resources to be focused on the highest‑impact innovations. - Turning insights into actionable outcomes requires an infrastructure that puts data at the core and empowers employees to act on it. - Consistency across all touchpoints is achieved by digitizing and automating processes, embedding decision logic, and reducing human error at scale. ## Sections - [00:00:00](https://www.youtube.com/watch?v=nWmTyA3acbY&t=0s) **Achieving End-to-End Customer Visibility** - The speaker explains how technology can provide complete visibility of the customer journey, enabling collaborative discovery of hidden organizational knowledge and transforming those insights into actionable steps within a digital process automation strategy. ## Full Transcript
0:00[Music] 0:06hardest part of making the customer the 0:08focus is actually getting the visibility 0:10the visibility of every step of the way 0:12to figure out how you can improve that 0:14set of customer service well what if you 0:17could use technologies that would 0:18actually give you that visibility so 0:20that you could trace that experience end 0:22to end identify the opportunities for 0:24improvement and then think about how you 0:25can realize that to your end customer 0:30we've seen a certain set of capabilities 0:32that become core components of every 0:35digital process automation strategy 0:37three key areas 0:39so first is organizations that are 0:42really being successful are going 0:44through a process of learning that 0:46process of learning is really all about 0:48this idea of collaborative discovery how 0:51do we unlock the hidden knowledge in the 0:53organization and use that to understand 0:56how we get from point A to point Z and 0:59if we could then learn what these new 1:02opportunities for innovation is we could 1:04be more focused with our scarce 1:06resources that I know you all face to 1:08make sure that we have the biggest 1:09impact for where those people spend 1:11their time now that collaborative 1:13discovery feeds into a critical 1:15component which is if you've learned 1:17something it means nothing if you 1:19obviously can't put it into action and 1:21so organizations today are trying to 1:23figure out how when they unlock this 1:24insight they figure out how to turn that 1:26into something that's actionable by the 1:28people in their organization in every 1:30customer service engagement that's 1:32actionable in the way that they go and 1:34create the infrastructure to support it 1:35and so we think about that as a problem 1:38around actionable insights it's being 1:40able to use the knowledge the data in 1:42your organization to make your people 1:44and your business more effective now 1:47there's tons of amazing new technology 1:49that's coming to bear to go and help 1:50with that but again this key focus is 1:52putting data at the center of everything 1:54you do and thinking about how you can 1:57able your people to leverage that data 1:59to their advantage lastly is getting 2:04consistency across your organization so 2:06the question is how do you actually go 2:08and achieve consistency at every single 2:10one of those touch points so you're 2:11always putting your best foot forward at 2:13any given time well that's really hard 2:15to do 2:16unless you have a set of technology that 2:17really enables you to digitize your 2:19business and achieve that consistency by 2:23automating the interactions that could 2:25be error-prone thinking about how to 2:27capture key decisions being made in your 2:29organization and embedding that into 2:31your infrastructure so people aren't 2:33making human mistakes on a regular basis 2:34and really thinking about what a tale 2:37takes to bring that across your 2:38organization at scale so what we found 2:42as part of that is we've seen that a 2:44couple of key capabilities in each one 2:46of these areas are the critical 2:48foundation for success in each one of 2:50these different areas if you're thinking 2:52about unlocking the knowledge in your 2:54organization organizations are trying to 2:56figure out the latent hidden processes 2:58what is it that my organization does 2:59what's the essence of what I do and then 3:02thinking about the key decisions think 3:04about all the knowledge that's stored in 3:06people's heads that could only be 3:07unlocked encoded into systems and used 3:10to build up that knowledgebase 3:11now what they really want to do is then 3:14figure out how to take those things and 3:16lay out the blueprint the essence of 3:18what their business does and that's 3:20where the automation part comes in 3:21because if I can take whatever might be 3:24a hundred step process and ensure that I 3:26could reduce the errors in a couple of 3:28those deaths automate them and figure 3:30out the highest point of value for 3:31humans then that's a great opportunity 3:33to achieve consistency and help my 3:35business to ultimately scale and serve 3:37more customers but then the question is 3:39what do I do with the people so I still 3:41have people that are the lifeblood of my 3:43business those are the people that are 3:44on the front lines working with my 3:45customers working with partners they're 3:48taking the insights to figure out where 3:50do I invest next what is the next great 3:52product and service that I can offer and 3:54what those people need to be able to do 3:56is put in context all this great 3:58business information and use that at 4:01every single point what do I mean by 4:03every single point well it's not someone 4:04who's sitting in the back office 4:05somewhere there was a great term called 4:08armchair science for those of you the 4:10love science the armchair scientist was 4:12someone that theorized way back in their 4:13armchair but never actually got out into 4:15the real world that's probably not the 4:16best formula that I could recommend for 4:18your business the best opportunity is to 4:20take the data in your systems get it in 4:22the hands of the frontline people that 4:23are interacting with your customers and 4:25partner on a daily basis and to use that 4:27information to their advantage 4:28we see a huge opportunity to help the 4:31next generation of workforce leverage 4:34this set of digital data to their 4:35advantage they do that by leveraging 4:37real-time insights so being able to use 4:39that data and synthesize it at 4:41incredible speed and we're going to look 4:43at a new area actually where people are 4:45thinking about things like assistance to 4:47help them become more productive to 4:49remove the minutiae of things that could 4:50be automated and help them focus on what 4:52the value 4:53[Music]