When Design Thinking Meets Data Science

When Design Thinking Meets Data Science

In the world of big data and predictive analytics the standard approach for gathering and analyzing data follows the CRISP-DM approach. While the CRISP-DM model has been a good approach on which to structure many projects, it suffers from the same issues waterfall-style requirements gathering approaches to software design have suffered from, including: Longer time to understand the...

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Who will win the loyalty of the customer of the future?

Who will win the loyalty of the customer of the future?

West Monroe attended the 2018 CS Week conference hosted in Tampa earlier this month. CS Week is the premier annual educational and customer service conference serving electric, gas, and water/wastewater utility professionals globally. I attended CS Week a few years ago, and the big talk then was how “rate payers are now our customers, and they are demanding improved service.” Since then we...

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A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

There’s no denying that the last few years have seen a flurry of mergers and acquisitions. With $2.1 trillion spent on acquisitions in 2017 and close to 7,000 completed M&A deals already for 2018, it’s clear that companies are combining, splitting, and re-combining at rates faster than ever before. All that deal-making can be exciting, but once the ink is dry, these newly merged entities...

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DEEPEN Customer Experience Transformation: Define and Envision, Part 1 of 3

DEEPEN Customer Experience Transformation: Define and Envision, Part 1 of 3

In this three-part blog series, we will be exploring organizational Customer Experience (CX) transformation. Successful multi-functional initiatives, like a CX transformation, require a strong, yet flexible framework –  one that can accommodate ambiguity and rapidly changing markets, but still provides structure to guide teams through ambiguity. At West Monroe Partners, our CX transformation...

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Why Humans Matter Most When Designing Bots: UX Best Practices for Conversational Interface Design

Why Humans Matter Most When Designing Bots: UX Best Practices for Conversational Interface Design

Advanced digital capabilities in Artificial Intelligence (AI) and Natural Language Processing (NLP) will alter how people interact with data. The growing adoption of voice platforms like Amazon Alexa and Google Assistant, as well as messaging platforms like Facebook Messenger and Slack, means humans will interact increasingly more with technology through conversational interfaces (CI), rather...

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Improving Customer Experience with nCino

Improving Customer Experience with nCino

For financial services organizations, operating systems have the reputation of being inefficient and inconsistent due to a reliance on manual data entry, siloed activities, lack of system-wide integration, and providing low visibility across the entire enterprise. Apart from the frustrations felt by these systems’ users, customers often feel the brunt of these legacy systems due to the...

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The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Current Salesforce Mobile App Limitations and Potential Workarounds

Current Salesforce Mobile App Limitations and Potential Workarounds

As the digital marketplace landscape grows, a reliance on the mobile application is becoming an increasing trend with Salesforce implementations. We recently partnered with a client who was implementing Salesforce globally and relied on the mobile application as the primary source of daily access. Through this project, we uncovered a few unique differences in the mobile app compared to...

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Salesforce Spring ’18 Has Sprung

Salesforce Spring ’18 Has Sprung

Spring is on its way, which means the Salesforce Spring ’18 release has arrived, and with it, a number of key things we think our customers should be implementing. This was a big release in a lot of ways, and we will highlight a few key areas for each of the main clouds for customers to start thinking about.…

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Winning the Battle for Customers: A Dinner Conversation with Bay Area Financial Services Leaders

Winning the Battle for Customers: A Dinner Conversation with Bay Area Financial Services Leaders

A dinner conversation among Bay Area execs about winning the battle for customers generates a surprising level of passion and intensity.  We saw this in spades at a recent gathering of financial services leaders at Prospect in San Francisco.  Once we were satisfied with the sharing of two vintages of our Director’s Reserve Cabernet, Don Peppers (formerly of Peppers and Rodgers) and Paul Hagen...

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Chicago, IL 60606
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