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NiCE CXone Mpower Expert
Expert Success Center

January 2023 Meetups

January 26: Agent Use case Roundtable

Customers in attendance:

  • Hudson Valley Credit Union
  • Intuition Able
  • Blue Stem Brands
  • Trans Union
  • Westerra

Summary:

Small group discussion on agent use case in CXone Mpower Expert, with focus on the following questions:

  • How many agents do you have? How would you describe the agent role in your business and what is the scope of their practice?
  • Do your agents use Expert in their day to day, or are they mostly using other applications?
  • Are your agents contributing to content in Expert or just consuming?
  • What are your agent's pain points? What has been challenging and how have you been able to solve/alleviate these challenges?
  • What kind of metrics do you want to see about agents and their Expert usage. What kind of metrics would your agents want to see to help them do their job more confidently?
  • January 24: Content Auditing Strategy Roundtable

Customers in Attendance:

  • DCG
  • Proofpoint
  • Blue Stem Brands
  • Southern Cross
  • Hitachi Vantara
  • Omnitracs
  • TransUnion
  • Cartegraph
  • Biamp

Summary:

Small group discussion on content auditing strategies, with focus on workflows and reports to follow. 

Highlights:

  • David Szoke from Proofpoint goes into their content auditing process, using their Content Aging report to identify low and high usage pages to help their team focus on certain pages 

  • They also use JIRA to create tickets for pages that need to be updated 

  • They have a team of around 10 that are going in and updating the content 

  • Tony Melendez from Hitachi talks about their goals, which revolve around getting rid of any bad data instead of focusing on the “good” content. Asks what the best way to identify the content that needs updating 

  • David talks about setting up a standard for quality. Mentions Content Aging report to see low usage content 

  • Tony mentions using SME’s to help with identifying and cleaning up content once it’s identified 

  • Rena from Cartegraph mentions using ratings to help identify pages 

  • Hiroshi also mentions the Search Insights Report to identify pages 

  • Tony also asks how to incentivize auditing 

  • David steps in talking about bonuses that can be provided. They use Salesforce to route work to people 

  • Stephanie Fanelli from TransUnion talks about moving content to an archived section and how to audit that 

  • Blayden Thompson from Solera talks about their content creation process through a workflow in JIRA 

January 5: Nelnet's Pendo Integration

Presenters:

  • Liz Feller
  • Heather Tipton
  • Penny Johnston
  • Sarah Randall

Summary:

Giving our customers a more relevant self-service experience through private content can be challenging. Customization and user access are key when searching for in-product contextual help. Join us as Nelnet shares their Pendo Integration and the benefits it provides for their customers.

Highlights:

  • Nelnet serves over 1,300 higher education institutions and over 11,500 K-12 schools, mostly in the US but also has some operations in Australia, Philippines, Middle East, Jamaica, and Puerto Rico
  • Nelnet brands/companies include FACTS, FACTS Ed, Nelnet Campus Commerce, and Nelnet Payment Services focused on K-12 schools and higher ed institutions
  • Nelnet migrated its help content from RoboHelp to Expert in 2014, then merged it with HubSpot Help in 2019-2020
  • As of 2022, Nelnet has 13 products using Pendo with over 400 guides, tooltips, popups and walkthroughs
  • The "Resource Center" in Nelnet products links contextually to relevant Help articles and includes "What is New" and Release Notes sections
  • Tooltips in Pendo allow for dynamic, user-specific experiences based on behavior and data
  • 57% of Nelnet's knowledge base traffic in 2022 came from Pendo (37% from Resource Center links, 7% from tooltips with "Learn More", 12% from popups)
  • Tips when using Pendo successfully: leverage Pendo Academy resources, have a dedicated Pendo champion, processes for requesting/tracking/reviewing guides, implement guide themes and layouts
  • Nelnet sees 40%+ adoption of new features when users view a related Pendo guide
  • Pendo surveys get 10s of thousands of responses vs couple hundred previously
  • Account-specific Pendo guides can be created for clients/institutions using segments

 

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