Customer Satisfaction Process @ EMC EMC RESTRICTED CONFIDENTIAL 1 Agenda EMC – Company profile The CSAT Bureau Periodic / Event Surveys Walker information Satmetrix The SmartLoyalty application Conclusions Q&A EMC RESTRICTED CONFIDENTIAL 2 EMC Corporation Profile Leader in products, services, solutions for information storage & management. Provide more efficient ways to manage, protect, and share information. We reduce cost & complexity of managing information as it changes value through the information lifecycle (ILM). EMC RESTRICTED CONFIDENTIAL 3 Sample list of EMC customers NTT Docomo – Japan – Telecommunications Merril Lynch – U.S. - Financial Services Glaxo Smithkline – Pharmaceuticals Audi – Germany - Auto Manufacturing BUPA – UK - Healthcare Iron Mountain – U.S. – Data archiving EMC RESTRICTED CONFIDENTIAL 4 EMC Customer Satisfaction Research Bureau Mission Provide forums to acquire the following data worldwide: Customer satisfaction Customer relationship Customer loyalty data Direct user feedback of EMC products and support processes EMC RESTRICTED CONFIDENTIAL 5 What does the bureau do with the data? Incorporate data into customer intelligence information Provide guidance for EMC’s tactical and overall strategic goals. EMC RESTRICTED CONFIDENTIAL 6 EMC Customer Satisfaction Surveys CSAT Data Collected by Independent Organizations Contracted for complete Global Survey administration Database management, independent interviewing, Data Analysis, and Reporting Global EMC Customer Satisfaction Surveys Walker Information & Global Partners Indianapolis, Indiana 1999 – current Customer Support Center Event Survey SatMetrix Santa Clara, California 1999 - current EMC RESTRICTED CONFIDENTIAL 7 Customer Survey Methodology Relational / Loyalty Annual - customers’ perception over time period Broad in scope (shotgun) Total Customer/Vendor Relationship and Loyalty Transactional / Event-driven Event-driven with tactical focus – ‘time’ a key factor Directed to the known ‘user’ (trip wire) Conduct detailed investigation of a single process / event Highlights small changes in quality that may not be identified in a relationship survey. Target / Product Specific user population targeted (scoped rifle) Definitive performance measures Explicit product feedback EMC RESTRICTED CONFIDENTIAL 8 EMC LOYALTY Model Hierarchy Customers’ Experiences with EMC + = Influence Future Behaviors Toward EMC Overall Perceptions of EMC Processes Overall Measures (Experiences) Products Software Professional Services Customer Service Sales Systems Engineers Billing/Finance Problem Resolution (Attitudes) Attitudes Value Overall EMC Sat. Cost of Ownership Expectation Level Company Images • Customer Focused • Industry Leader Behavioral Intentions *Loyalty Recommend EMC Purchase Additional Storage Products Use EMC PS Again Loyalty: Customer commitment and likelihood to continue to use EMC EMC RESTRICTED CONFIDENTIAL 9 Suite of performance measurement / customer feedback programs Measure external and internal perspectives Consistent processes Proven market science models Use independent research firms Closed-loop follow up process Information reporting up to executive level EMC RESTRICTED CONFIDENTIAL 10 EMC Customer Satisfaction Measurement Framework T A C T I C A L EMC Customer Phone Survey Data Collection Account Survey Response Data Follow Up Incident Management EMC Account Teams & Account Detail Reporting Corporate Functions Close the Loop Internet Analysis S t r a t e g I c Continuous Improvement Process & Reporting S t r a t e g I c Personal & Functional Accountability EMC RESTRICTED CONFIDENTIAL Corporate Communications 11 Customer Satisfaction Survey Process Overview Customer base identification Questionnaire & process development Invitation Customer survey interview Follow-up activities Summary / detail / analysis reports EMC RESTRICTED CONFIDENTIAL 12 EMC Customer Satisfaction Surveys 5-point Satisfaction Rating Scale Respondent Evaluation Choices: Very Satisfied EMC : Total Satisfied % Dissatisfied TOP BOX Measure Satisfied or Better Mesure Satisfied Somewhat Satisfied SCP: Total Dissatisfied % Very Dissatisfied EMC RESTRICTED CONFIDENTIAL 13 Global Customer Satisfaction Survey Periodic Comprehensive Satisfaction, Relationship, & Loyalty survey Census of EMC customer base Global reach – 30+ countries Conducted semi-annually Telephone, in native language of contact Conducted by independent organization Response: 70 - 75% Overall company sat, loyalty, image, product, Sales, SE, PS, Billing, Customer Service The PRIMARY MEASURE of EMC and Global Service EMC RESTRICTED CONFIDENTIAL 14 EMC Global Customer Satisfaction Survey Questionnaire Categories EMC Company Sat / Quality Images Loyalty Ease of Doing Business Intentions: Recommend EMC Continue to Use Purchase Additional Cost / Value Demographics Open-end Comments Areas Products / Platforms (BMT–Specific Measures) Storage Software Sales Customer Service / Support Professional Services Billing & Invoicing EMC RESTRICTED CONFIDENTIAL 15 Customer Support Center Survey Transaction 3 days post Central Support engagement Global, bi-weekly survey waves 2 Survey Targets: External - end-user customer Internal – EMC rep (support intermediary) WEB survey Conducted by independent organization 30%+ Response Evaluations and feedback from recently closed Customer Support Center cases. Overall Sat, Timeliness, Skill, Resolution, eBusiness.. EMC RESTRICTED CONFIDENTIAL 16 EMC Customer Support Center Survey Questionnaire Evaluation Attributes Overall Satisfaction with the support EMC provided on this case 1. 2. 3. 4. 5. 6. 7. 8. Time it took to obtain appropriate technical resource Technical skill of support reps handling this case Professionalism of support reps handling this case Effectiveness of problem resolution Time it took for your problem to be resolved Sense of urgency EMC applied to this case Timeliness of Updates received Overall Satisfaction with EMC PowerLink EMC RESTRICTED CONFIDENTIAL 17 Event Surveys Tied to Performance Appraisal EMC Customer Satisfaction Survey Customer Support Center Event Survey • All completed Customer surveys are emailed real-time to EMC Support Center Management upon submission • Surveys forwarded to applicable Team Manager • Team manager follows up with customer within one week and documents action items • Each completed survey is held in employee’s personnel folder for use during performance evaluations • The performance evaluations include a section on Customer Satisfaction where information about the surveys is reviewed EMC RESTRICTED CONFIDENTIAL 18 Module 1: The EMC SmartLoyalty Overview EMC RESTRICTED CONFIDENTIAL 19 SmartLoyalty Customer Intelligence Information at your Fingertips Web-based solution by Walker Information Provides global EMC users 24X7 direct access to: Survey contacts database – updateable by multiple EMC orgs Survey results located in linked databases Survey results reporting functions with query / mining tools Follow Up posting and reporting EMC RESTRICTED CONFIDENTIAL 20 What Happens next? EMC RESTRICTED CONFIDENTIAL 21 Surrounding EMC customers with a suite of Listening Posts GLOBAL CUSTOMER SATISFACTION RELATIONSHIP / LOYALTY Survey (CSAT) CUSTOMER SUPPORT CENTER PRODUCT INSTALL QUALITY PROFESSIONAL SERVICES / TSG EMC / PARTNER SERVICE SUPPORT EMC PRODUCT SPECIFIC GLOBAL ACCOUNTS INTERNALOperations performance EMC RESTRICTED CONFIDENTIAL EXTERNAL - Company Comparative performance to competition 22 EMC RESTRICTED CONFIDENTIAL 23