Omnichannel

10 steps to plan successful business automation initiatives

In a world marked with constant economic uncertainty and changes, many people scare away from automation simply by fear of the unknown, initial capital investment, and the worry of changing their organization’s culture.
Many also believe this could lead the way to turning every position into a robot or computer. The reality is that automation is here to make employees’ lives better and alleviate their workflow so they can utilize this time towards finding new ways to innovate, ultimately leading to business growth.
This means less time entering and looking for information, writing reports, and much more.
The mundane activities that every employee dread because it usually keeps them away from doing what really matters in their role.

The benefit of automation lies in the execution of a task at a much higher speed. In addition to its velocity, its performance does not fluctuate based on a human body’s temperament or glucose levels, that could lead any employee to experience oversight.
Miscalculations or errors, when passed from one person to another, or worst from one department to another, can become very challenging to control in a matrixed environment. They can even become deadly in manual laboured environments.
In large organizations with worldwide operations, it becomes difficult for executives to manage their business unit at a micro level; instead, many functional managers lead different groups. Each team working to the best of their ability, given their department’s constraints.
However, if miscommunication happens or mistakes are made, then carried over to other departments, the result seen often leads to: continue business as usual.
From a bigger picture, the reality is: employees work longer hours to make things work. They constantly put out fires derived from an accumulation of mistakes, often losing sight of the real problem.

What automation brings is peace of mind. Information is entered as accurately as possible and completed at a much faster rate. Data can communicate in real time and be updated in no time.
If needed, this information can automatically be added to a business intelligence platform, helping leaders make even better business decisions.
The accuracy and transparency of information ultimately serves everyone involved in the process.

A significant approach in preparing the workforce to this inevitable shift, particularly for the roles that will be most affected by automation, is to support their development by teaching complimentary skills that will go hand in hand with these new tools.
A great effort in communication and support will be important in that transition to achieve higher results.

Automation can be utilized at many different touch points of a business:
Buying, demand planning & supply chain management.
Inventory, manufacturing, logistics, sales recommendations, CRM, Marketing, Payment processing, management, scheduling, workflow tools and much more.

If automation is being considered in an organization, its implementation needs to be well thought out.

Here are 10 steps to plan and adopt successful automation initiatives:

  1. Conduct root-cause analysis underlying your top business issues (internal or external)
  2. Start with the most repetitive tasks. Look for functions that are the most susceptible to errors with the highest business impact.
  3. Research the best solution based on your business objectives, capacity and budget (SaaS, sensors, IoT, Ai, ML, etc)
  4. If you have a strong tech team, consider doing a Build vs. Buy analysis
  5. Strengthen the business process with accurate order and information. This step improves the quality of your data in order to avoid deploying from a broken workflow.
  6. Set up a program for the roles most impacted by automation with employee training and development.
  7. Launch company-wide or department-wide communication explaining the steps towards automation, its impact on daily activities and business growth.
  8. Initiate Integration and Implementation
  9. Conduct Quality Control, Tests & anticipate potential improvements
  10. Sustain the process and reap the rewards!

It is essential to keep in mind that these steps are iterative and need to be examined regularly to truly benefit from their by-product.

The challenge is in proving that automation tools, machine learning and AI can coexist with human capital. That such a coalition can deliver excellence in products or services, in order to better serve customers and reach ultimate business competitiveness.
In parallel, it is equally important to learn how to balance automation tools and ML/AI objectives with the critical human touch needed when delivering exceptional customer service and staying in tune with employees’ well-being.

Based on market observations, tech companies are hiring at speeding pace in a large array of roles. In that sense, there is no reason why all business categories cannot benefit from the same type of performance and growth whether they have a more traditional business approach or were built on a digital-first mindset.

In the next few years, we will witness how companies will embrace these new technologies in order to adapt to their ever-evolving markets.
There will also be an interesting learning curve when it comes to balancing technology driven initiatives and human capital.

At the end, success will reside at that perfectly calculated intersection between human and machine, while never forgetting the purpose each embody for the development of a better society. Ethics, transparency, productivity, better products and services should be the end goal; enabling a transformation that will naturally lead to profitability.

Customer Experience

3 approaches to employee engagement and business innovation

Employee retention and turnover rates have been a heating topic over the last few years. Countless metrics have proven the high correlation between employee engagement and a company’s growing profits.
Unfortunately, these types of discussions are not consistently put forward in business strategy meetings or upon setting up KPIs.

Every large organization recognizes the importance of human capital by investing heavily into benefits, review processes and internal programs or committees, in order to take care of their employees. However, recent data shows that these approaches no longer seem to be sufficient for employees to stay.

Instead, organizations should address Employee Experience the same way they tackle Customer experience. It should constantly adapt with time and be personalized to stand apart.

The average employee’s tenure in a company is estimated to be at 4.1 years. This number is lower amongst the Millennial and Gen Z generations, averaging at 2 years.
It ordinarily takes 3 to 6 months for an employee to get acclimated to a company’s processes and culture, to fit in with colleagues and become more comfortable with the day-to-day work. Within this time, if the employee has not been taken care of and received proper onboarding experience; they are likely already thinking of changing jobs.

We also need to acknowledge the weeks or months required to review and interview candidates. Valuable time taken away from managers that could focus this energy on advancing the business. Adding to this, the lengthy processes HR go through at the beginning of each hiring process.

With this in mind, we have studied 3 simple approaches that could help your organization capture your employees’ attention and see productivity rise:

Communication

  • Communication starts at the interview stage.
    It is not uncommon that HR and hiring managers tend to upsell a position during the interview process, resulting in altered expectations once a new hire embarks in their new role.
    This tends to create confusion when it is time to apply themselves to the actual job requirements.
    Providing transparency about the actual realities of the job at the interview stage, can help the candidate evaluate if the position aligns with their personal and professional goals.
    If it is, that candidate has more chances of being involved and engaged in his/her daily responsibilities, being fully aware of what they signed up for.
  • On the opposite side, it is equally essential for the hiring manager to recognize a candidate’s personal goals, through verbal and non-verbal cues. A hire that does not have a passion or objective that aligns with a position or company’s mission can only hurt the team’s productivity, morale and ultimately the business.
    On some occasions, candidates have not done the work to properly envision their personal goals before interviewing for a job; therefore, it is intrinsically important for a hiring manager to evaluate what is best for both, through active listening and empathy.
  • Once hired, many employees are not taken through what is expected of them, what their role encompasses and where they fit into the organization. We often see new hires wondering and figuring out what they will be required to do, until they make a mistake that will teach them about their limitations. These mistakes can easily be avoided if the right support is put in place with an effective onboarding process.
  • It is important to understand that every individual communicates differently. Detailed communication is the key to avoiding misunderstandings.
    A non-judgemental stage for open dialogue is critical for encouraging more transparent communication that will get to the root cause of problems and avoid confusion or misinterpretation.
    This is where personalization comes into play. A general way of communicating to all employees does not necessarily lead to better outcomes. Companies should consider altering their communication strategy to adapt to the different personas that englobe their diverse workforce.

Collaboration

  • At the heart of every start-up, lies collaboration. It often derives from limited resources, where roles are less defined, and employees are involved in multiple areas of the business. It is also cultivated through an agile mindset engrained in their methodology, to deliver instant value and inspire innovation.
  • As organizations grow, roles become more distinct and siloed in order to fulfill certain tasks. With this evolution, teamwork and collaboration naturally suffers. A line of command is formed, where results are based on the execution of top management strategies, taken without the input and expertise of those involved in the implementation process.
    A best practice for maintaining collaboration, as organizations grow, is to trust and empower employees by giving them the tools and information needed to make their own decisions as a team.
    Transparency of expectations, availability of data combined with the right tools and support can only nurture great results. It gives employees the confidence needed to develop their skills, encourage collaboration and evaluate winning strategies to reach higher performance in their department.
  • Leaders and managers also need the appropriate training and support to instill this collaborative ethos in the company’s culture, giving them the ability to provide strong direction to their teams.
    This type of organizational transformation often leads to increased opportunities for innovation in any business field.

Coaching

  • Coaching, mentorship and shadowing are crucial elements in the employee experience. When done consistently and not sporadically, it can bare great fruits and develop the talent and skills of many employees, leading to great personal growth.
    Providing guidance and support, pushing an individual’s capabilities, listening without judgment, recognizing effort and good work, and empathy are only part of the skill sets managers should aim to master, to inspire their teams to thrive beyond their department.
  • As we continue to explore more about Diversity and Inclusion, it is important to understand that inclusion is not limited to recognizing an employee’s background and racial descendance.
    It is equally significant to practice inclusion during decision processes. This feeling of inclusion will encourage employees to be increasingly involved in the company, rather than acting as outsiders awaiting fort their list of orders.
    When employees feel more included, they feel more valued.
    When they feel more valued, they are more confident in their potential.
    When they feel confident, their performance increases.
    As a result, they naturally commit to the company’s vision and goals with the desire of seeing their company prosper.
  • Personal development is at the core of every employee’s goal.
    When a company recognizes and supports each employee in their development stage, they are tapping into a limitless pool of opportunities for engagement, performance and ultimately profit.

To conclude, it is important to see a workforce as a group of diverse and unique individuals. To treat them all the same would be to devalue their assets, skills and talent. When doing so, companies only tap into a small percentage of their workforce’s actual potential.

At the root of every human being is the necessity to contribute and bring value to the world. If you take that away from them, you leave employees with poor mental health and indifference, which can ultimately hurt a business.

The same way personalization is a roaring trend in customer experience, so should employee experience and engagement be given the same care and approach.

At 8visio, we created a set of tools and techniques to monitor and cultivate successful employee experiences in order to help your company reach higher productivity rates and set the right stage for continuous business innovation.

Customer Experience

Are you ready to adopt new technologies, personalization and…

About 100 years ago, a great second Industrial revolution came along with the rural exodus and the uprising of major city centers. 
It set the groundwork for technologies that led us to live faster paced lives, filled with new products, travel experiences and advanced communication.
It made people’s lives better, easier and more comfortable; which enhanced with the digital offering of the latter years.
Since then, we have continued to rely on these same technologies to support our modern needs, despite the span of several generational changes.

We will look at the fundamental approach needed to adapt to the next industrial revolution, or as we prefer to call it, the knowledge era, that will enable any company to stay relevant and competitive for the years to come.

As we enter this new era, we understand that information, data science and robotic systems are some of the key elements that will lead us into the next generation.
With that in mind, we experienced a hint of what’s to come in the recent race towards personalized systems and solutions in e-commerce, marketing, customer service and logistics – through advanced analytics, machine learning and AI.

It is well known that 74% of modern customers will abandon a buying journey and even their brand loyalty if they received poor service or were disappointed by an experience (Business Wire).
Relatively, close to 50% of US customers state that brands don’t meet their expectations (Acquia).

It will be difficult for any company to provide personalized experiences to their customers when operating in legacy systems, silos and decentralized data visibility. 
These management systems came as an advantage in the industrial era but will slowly become obsolete in this new technological revolution.
Customers can see through these uncoordinated efforts and can sense a certain uneasiness in their experience.

In order to become truly competitive in personalized approaches and to deepen relationships with customers; companies need to start personalizing their own backend and operations processes first, and become wary of the mass produced, one size fits all solutions available on the market. While they can seem attractive at first, they can represent inevitable threats to a business, in its effort to adapt to new technologies, consumer trends and behaviors.

In a world where we are increasingly celebrating diversity and uniqueness of voice, it is equally important to celebrate these same values in every aspect of a business, down to the operative and clerical processes. 
In personifying theses values through customized operating processes and managerial approaches; businesses from global brands, to cultural industries and small businesses could witness substantial returns.

Distinctive values that can transcend in every aspect of the company, at the client facing or branding level but also at the HR, operations, manufacturing, and supply chain levels, that will result in perfectly coordinated and orchestrated products and services. 

At 8visio, we believe that every company is different, and therefore needs to operate with different processes and customer approaches in order to stay competitive in their respective industry.
We understand that, at times, it can be difficult to navigate the unknown possibilities of new technologies and we are here to offer you the support, knowledge and strategies needed to help your company rise through the ranks of the unforgettable pioneers of this generation.

Omnichannel

What is your definition of Omnichannel experiences?

Many individual and professionals share different views about Omnichannel.
The word first appeared around 2010 and has gained much traction over the past few years in both business and marketing.

Expert marketers were the first at understanding its fundamental benefits by delivering a unified message with personalized communication that was representative of the brand to their different customers.

What’s next in omnichannel experiences?

There is no question that customers are increasingly expecting seamless experiences. They wish to feel unique, remembered and surprised by the companies they decide to invest their hard earned money into.

In more recent context, they also demand for cleaner and safer environments, with new ways to pay and receive their orders.

Nobody enjoys wasting 15 minutes of their day behind cash registers or ticketing lines, or search for help from a representative to not get the right advice, or even call customer care about a mischarge only to hear that they can’t do anything about it after a 30 minute wait on the phone.

In an increasingly fast paced lifestyle customers also understand that “Time is money”.

With this shift in customers’ lifestyles and expectations, companies are more and more aware that they need to rethink the way they operate, and a few understand that omnichannel is the way.

It carries an end result that is consistent and impactful by merging physical, online, mobile, social, and customer support efforts.

Investing in Omnichannel might mean short-term discomfort in culture change, standard operational processes and staff training but it reaps great rewards on the medium to long-term goals of any business.

Its success depends on the right customer-centric strategies with a focus on behavioral changes. By truly understanding your clients and keeping a continual dialogue, you will be guided towards the right touch points to change, so that they can keep coming back for more:

  • personalization
  • seamless checkouts
  • availability to expert advice
  • unified multichannel experience

are only some of the important preliminary omnichannel strategies to invest in that can lead to great revenue growth and customer retention.

Companies only need to decide at which level they are willing to implement it:

At the marketing level 
Achieve consistent Communication across multi marketing channels (social, email, sms, etc.)

At the commerce level
Centralize online, mobile and offline services to offer a homogeneous support and message to customers shopping in a multichannel way.

At the operational level
Integrate different internal tools and systems capable of unifying the traditionally siloed data into a single customer view.

At the business model level
Reimagine the way the company has been conducting its business and push boundaries by surprising clients with sensorial, entertaining  and state of the art personalization and services at every touch point of the shopping journey.

One thing is clear, from a business perspective omnichannel is still at its infancy and will keep evolving with time by adapting to customers behaviours and new market trends.