(Difference between pages)
No edit summary Tag: 2017 source edit |
Paul Arnoux (talk | contribs) No edit summary |
||
Line 1: | Line 1: | ||
{{ContentNav|homelink= | <bs:uenoexport>{{ContentNav|homelink=Knowledge Base|hometext=1|pagePrevious=Onboarding{{!}}Checklist (Form)|pageNext=Travel reimbursement{{!}}Policy}}</bs:uenoexport> | ||
<div class="databox"> | |||
<div class="tbl"> | |||
{| | |||
|- | |||
!Author: | |||
|Robert Dirigl | |||
|- | |||
!Reports to: | |||
|Marketing Team | |||
|- | |||
!Report date: | |||
|04/10/23 | |||
|} | |||
</div> | |||
<div class="tbl"> | |||
{| | |||
|- | |||
!Project: | |||
|ChatBot | |||
|- | |||
!Reporting period / milestone: | |||
|Q1-2023 | |||
|- | |||
!Report status: | |||
|'''finished''' | |||
|} | |||
</div> | |||
</div> | |||
==Executive summary== | |||
The introduction of a chat bot as marketing/sales support was decided by management in 2022. The evaluation of various possible uses and different ChatBot services has progressed so far that a decision can be made. The following information provides an overview of the findings from the evaluation phase. | |||
== | ==Details== | ||
Major tasks that have been completed: | |||
== | {| class="wikitable" style="width:100%;" | ||
!Business area | |||
!Topic | |||
!Highlights | |||
!Unexpected project risks | |||
!Lessons learned | |||
|- | |||
|Marketing | |||
|Marketing/sales decided as the first user of the ChatBot technology | |||
| | |||
*Determination of the tasks of the ChatBot | |||
*Ad Campaign: Planning complete | |||
*Designs for ChatBot CI: Drafts are available | |||
| | |||
*Cost per use varies greatly depending on the bot | |||
*Inclusion in website: time depends on website provider | |||
| | |||
*Good time to enter the AI world | |||
*Risks rather minimal as costs can be planned incrementally | |||
|- | |||
|IT | |||
|Evaluation of the different providers | |||
| | |||
*Shortlisted (xyAI, ChatSale, WinChat) | |||
| | |||
*Inclusion in CRM and ERM unclear | |||
*Absence of admin staff in Q2 | |||
| | |||
*In general, implementation within 3 months is conceivable | |||
|- | |||
|Support | |||
|Processing and evaluation of chat contacts | |||
| | |||
*3 support staff will be trained accordingly | |||
| | |||
*no | |||
| | |||
*High motivation in the support team | |||
*Support team needs a way to "train" the bots | |||
|} | |||
==Business review== | |||
Assess the impact of the key findings for the reporting period. | |||
{| class="wikitable" style="width:100%;" | |||
!Metric | |||
!Target | |||
!Previous | |||
period | |||
!Current<span /><span /><span /><br />period | |||
!Change | |||
!New target | |||
|- | |||
|Number of ChatBot requests per month | |||
|4000 | |||
| - | |||
|<nowiki>-</nowiki> | |||
| + 3000 | |||
|7000 | |||
|- | |||
|Costs (up to 50000 requests/month) | |||
| - | |||
| - | |||
|<nowiki>-</nowiki> | |||
| - | |||
|€400/month | |||
|- | |||
|Expected lead generation | |||
|150 | |||
|<nowiki>-</nowiki> | |||
|<nowiki>-</nowiki> | |||
|<nowiki>-</nowiki> | |||
|400 | |||
|} | |||
==Measures== | |||
Based on the performance of the reporting period, the following actions are implemented for the above metrics. | |||
===Number of ChatBot requests per month=== | |||
{| class="wikitable" style="width:100%;" | |||
! style="width:200px;" |'''Responsible''' | |||
!'''Measures''' | |||
|- | |||
| style="width:200px;" |Sibylle | |||
| | |||
#Announcement of the ChatBot across all marketing channels | |||
#In the initial quarter: Daily analysis of the chats conducted | |||
|- | |||
| style="width:200px;" |Alex | |||
| | |||
#Guarantee 100% availability of the bot during the first week (emergency team is ready) | |||
|} | |||
== | ===Costs (up to 5000 requests/month)=== | ||
{| class="wikitable" style="width:100%;" | |||
! style="width:200px;" |'''Responsible''' | |||
!'''Measures''' | |||
|- | |||
| style="width:200px;" |Angie | |||
| | |||
#Daily monitoring of user numbers. Informing marketing management when costs are exceeded. | |||
|} | |||
===Expected lead generation=== | |||
{| class="wikitable" style="width:100%;" | |||
! style="width:200px;" |'''Responsible''' | |||
!'''Measures''' | |||
|- | |||
| style="width:200px;" |Thea, Malik | |||
| | |||
#Evaluation of the chat questions that were asked and a graphical report to the marketing management | |||
#Ensuring timely processing of all follow-up inquiries | |||
|} | |||
== | ==Accompanying Documents== | ||
External studies and surveys: | |||
*[https://eos-solutions.com/chatbot-survey-2021.html EOS Chatbot Studie 2021] | |||
*[https://www.simplr.ai/blog/22-chatbot-statistics-for-2022 Chatbot statistics (simplr.ai)] | |||
*[https://www.businesswire.com/news/home/20230201005218/en/New-Survey-Finds-Chatbots-Are-Still-Falling-Short-of-Consumer-Expectations Customer satisfaction survey (businesswire)] | |||
<bs:uenoexport>{{ContentNav|homelink=Knowledge Base|hometext=1|pagePrevious=Onboarding{{!}}Checklist (Form)|pageNext=Travel reimbursement{{!}}Policy}}</bs:uenoexport> | |||
{{ContentNav|homelink= | [[Category:Status report]] |
Latest revision as of 15:03, 9 February 2024
Author: | Robert Dirigl |
---|---|
Reports to: | Marketing Team |
Report date: | 04/10/23 |
Project: | ChatBot |
---|---|
Reporting period / milestone: | Q1-2023 |
Report status: | finished |
Executive summary
The introduction of a chat bot as marketing/sales support was decided by management in 2022. The evaluation of various possible uses and different ChatBot services has progressed so far that a decision can be made. The following information provides an overview of the findings from the evaluation phase.
Details
Major tasks that have been completed:
Business area | Topic | Highlights | Unexpected project risks | Lessons learned |
---|---|---|---|---|
Marketing | Marketing/sales decided as the first user of the ChatBot technology |
|
|
|
IT | Evaluation of the different providers |
|
|
|
Support | Processing and evaluation of chat contacts |
|
|
|
Business review
Assess the impact of the key findings for the reporting period.
Metric | Target | Previous
period |
Current period |
Change | New target |
---|---|---|---|---|---|
Number of ChatBot requests per month | 4000 | - | - | + 3000 | 7000 |
Costs (up to 50000 requests/month) | - | - | - | - | €400/month |
Expected lead generation | 150 | - | - | - | 400 |
Measures
Based on the performance of the reporting period, the following actions are implemented for the above metrics.
Number of ChatBot requests per month
Responsible | Measures |
---|---|
Sibylle |
|
Alex |
|
Costs (up to 5000 requests/month)
Responsible | Measures |
---|---|
Angie |
|
Expected lead generation
Responsible | Measures |
---|---|
Thea, Malik |
|
Accompanying Documents
External studies and surveys: