Category: Customer Portal

Using Oracle Cloud Applications to Augment On-Premises Applications [CAS3942]

Using Oracle Cloud Applications to Augment On-Premises Applications

Sometimes at Oracle OpenWorld it can seem like the presentations just merge into one long PowerPoint presentation. Thankfully this was not the case this year, and the Thursday afternoon had a succession of really very interesting sessions. Let’s  start with CAS3942 all about Using Oracle Cloud Applications to Augment On-Premises, with a very concrete scenario.

The speaker from Toronto Legal Aid in this presentation (“Using Oracle Cloud Applications to Augment On-Premises Applications”) gave very interesting insight into the challenges facing the organization in respect of key stakeholders (the public, the providers and the organization itself) and the evolutionary pressures the organization is under (the need to take into account the generational nature of contact channel preferences, the need for organizational culture change in the face of digitalization, the importance of understanding client priority needs).

Of course the arrival of tools such as Oracle Service Cloud RightNow and Oracle Policy Automation (both Cloud-based) into a world currently using Oracle PeopleSoft (on-premise) will help drive that strategy forward in a future-proofed way. Satisfyingly, this presentation was not all about the technology and the “How we did it”, but it also dived deep into the vision behind this project : that of a citizen-driven future. The section on Transformation Tips was particularly interesting.

Below you will find a series of somewhat blurred photos that I took during the presentation and I hope that you can read them, at least well enough to get some value and think about these performance indicators and drivers for your own project.

Thanks to Karl Martineau, CIO of Toronto Legal Aid  for presenting, and also for not being afraid to take questions on the fly, and demo some of the pieces of their solution without hesitation, deviation or repetition (as the saying goes on the BBC).

This was the last of the Oracle Policy Automation-related presentations for 2018, so I look forward to picking up with the next ones in Modern CX Las Vegas 2019 which is already open for registration.

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General Session: Next Generation of Customer Service [GEN1048]

General Session: Next Generation of Customer Service [GEN1048]

Awesome general session looking at the evolution of customer service, the evolution of humans (have you seen how kids use technology today?) and the evolution of channels.

The key theme was organic, knowledge driven customer service. There is so much out there but the next challenge will be to unify all the data, predict and automate decisions, and finally unlocking that tribal knowledge that we can call yelp, TripAdvisor and the masses of other human-driven sites in the data Cloud. What about all those power users out there : in fact most of us would say we are power users of the software we work with.

The demonstration with BeachBody and Directly was a fantastic example of this new concept of being able to systematically leverage the knowledge of the community.

The demonstration was in real time and showed the power of real-time  interaction with experts in the community. In the screenshot below you can see the key points. Chat (right hand side) within the customer portal (centre) handing off to the experts in the community, the expert (left hand side) getting pulled in to the chat with the customer, with Oracle Service Cloud remaining the system of record.

The second major element was , of course, the Internet of Things. For the first time I actually heard someone correctly describe what IOT really feels like today (suggestion, search for cheezoid on YouTube).

Laughs aside this was an AWESOME demonstration of how Contact Center, Policy Automation, Thingworks IOT, Knowledge articles, Commerce Cloud, Field Service all came together in a demo of automated service.

Then came the pièce de résistance : Pepper hooked up to all those components and actually automate the final pieces of the flow.

Virtual assistant, policy automation, commerce Cloud and marketing Cloud all fused together. Awesome demonstrations and a great light-hearted presentation team – but key concepts for any forward thinking company.

 

 

Modern CX : Mundane to Modern : Innovating your Service Cloud Core THT1315

Mundane to Modern : Innovating your Service Cloud Core THT1315

Just time to tell you about this Theatre Session run by Eventus. In all this talk of IOT and super-modern stuff it is nice to get to see somebody focusing on the core application. Oracle Service Cloud core is great but the neat customisation they illustrated were perfect examples of how a step change can sometimes come from a small effort.

  • SMS Channel in Incident Creation and Responses
  • Predictive Searches in the Customer Portal

Eventus also produce a set of enhancements that they briefly touched on : agent desktop extensions, mail merge, credit card processing in the Customer Portal and so forth.

The SMS channel was presented with a cool demonstration (kudos for doing it live guys) and it was th opportunity to consider the uniqueness of SMS : sometimes it is as fluid and frequent as live chat, but it can just as easily segue back into an email-style timescale.
Service Cloud

One of the different tools that was part of the demonstration with Service Cloud was Mightytext.net : Text from your computer, sync’d with your Android phone & number.

I hope to pop on by their booth later.

Anyway it was a good theatre session and I enjoyed the relaxed style.

 

Guest Post : The Lazy Expert – Oracle Policy Automation Public Cloud with Oracle Service Cloud Part 2

The Lazy Expert -Oracle Policy Automation Public Cloud with Oracle Service Cloud Part 2

Introduction

We are continuing our Lazy Expert series of posts, with an explanation of how OPA Public Cloud, and the rulebases deployed there, can be used within the Oracle Service Cloud application. In case you have missed out on our first port of this series, you can find it here. With the right Nudge, our Lazy Expert is not so lazy after all. If you are missing the original post about the lazy expert, here it is.

Part 1  looked at exploring, deploying and verifying the”RightNowSimple” rulebase to work with your Service Cloud Connection. The rulebase was launched directly using the Interview Session URL. In this post, we will be looking at embedding this Interview into the Consumer Portal of Service Cloud so that anonymous visitors to the portal can use this same interview in self-service mode. This is accomplished by publishing an “Answer”, with Interview Session URL embedded in an IFRAME, to the Consumer Portal.

Pre-requisites

  1. Steps in Part 1 are completed and the Service Cloud Connector is verified to be working as expected.

Publish the “Answer” to Service Cloud Portal for anonymous use

In our simple example, we are going to embed the interview from Oracle Policy Automation as a publicly accessible page in a mythical “portal” website. Customers will be able to browse the website without in any way identifying themselves – anonymously.

  1. Create a new “Public” Answer in Service Cloud as shown below.
  1. In the Answer Tab, Source Sub tab, specify the content using an IFRAME tag as shown below.

The IFRAME tag is of the format

<iframe height="580" src="https://server/path/web-determinations/startsession/RightNowSimple" width="100%"></iframe>

where the “server/path” should be replaced with the values appropriate for your Oracle Policy Automation Cloud environment.

Oracle Policy Automation Public Cloud

  1. Save the Answer record. Make sure that the Answer you have created was using Source mode, otherwise your IFRAME will not display properly.

Verify the results in Oracle Service Cloud Consumer Portal

  1. Search / Navigate to the Answer record in the Consumer Portal, as an anonymous user using the keyword or text that you entered when creating the Answer above.
  2. View the details of this Answer and work with the Interview Session as normal. The result will be the same – the Contact is saved in your Service Cloud instance.

Oracle Policy Automation Public CloudSummary

This post explains how the benefits of an OPA rulebase and the corresponding Interview experience can be made available for anonymous users using the Service Cloud Consumer Portal. Check this space when we will continue next with part 3 of this series that focuses on embedding such interview sessions into the Consumer Portal of Oracle Service Cloud for known contact users…

 

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