For Customer Experience Professionals (Length: 16 pages)

May 25, 2007

Best And Worst Of Phone Self-Service Design, 2007

Forrester Applies Its IVR Review Methodology To 16 Major Firms

This is the sixth document in the "Best And Worst Of Experience Design, 2007" series.

by Moira Dorsey

with Adele Sage, Bruce D. Temkin, Vidya L. Drego, Ross Popoff-Walker, Andrew McInnes


Executive Summary (This is a document excerpt)

Forrester applied its Interactive Voice Response (IVR) Review methodology to the phone self-service experiences at 16 firms — four of the largest credit card issuers, consumer electronics retailers, PC manufacturers, and wireless providers. None of the companies passed our evaluations, but JPMorgan Chase received the highest overall score. Despite the many flaws we found, we also found a number of best practices, such as essential content that went above and beyond users' needs from companies like Best Buy and Wal-Mart, easy-to-understand language from Dell, and consistently clear feedback from Cingular. To improve phone self-service experiences, customer experience professionals should evaluate IVRs from their users' perspective, improve problems like error handling and inefficient task flows, and conduct ethnographic research with actual users to understand how they can better support users' needs through the IVR alone and in combination with other channels.

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TABLE OF CONTENTS

NOTES & RESOURCES

itemExamining The Current State Of Phone Self-Service Experiences

itemPhone Self-Service Doesn't Make The Grade: None Of The 16 Firms Passed

itemDesign Flaws In Every Category

itemPhone Self-Service Best Practices Exist Among The Flaws

recommendations

itemImprove Phone Self-Service Effectiveness With A User-Centered Approach

itemSupplemental Material

Forrester evaluated the phone self-service experience at 16 major firms — four large credit card issuers, consumer electronics retailers, PC manufacturers, and wireless providers.

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Analyst: Moira Dorsey
Technology: Channel Design Strategies, Contact Center Technologies & Processes, Customer Experience, Customer Relationship Management, Design & Usability Processes, Networking, Packaged Applications
Geography: Asia Pacific, Europe, North America