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Putting Medicaid Enrollment Contact Center
on the FAST TRACK
Laurence Leong
Sr Director, Strategic Alliances
SugarCRM
lleong@sugarcrm.com
(415) 613-7986
@laurenceleong
Ashish Kumar
GM, Health & Human Services
Wipro
ashish.kumar52@wipro.com
(573) 821-3262
• Dramatic growth in Medicaid enrollment
• Complex process, Legacy enrollment systems
• Cost pressures as contact centers staff or overstaff
• Challenges in hiring, training and retaining staff
• Customer experience challenges: citizens frustrated with lack of
agent knowledge
• Need for agility and flexibility as policies or other conditions
change
• Need to support other channels besides just voice
• Expanding from reactive case handling to proactive ongoing
wellness or education
Challenges for Medicaid Contact Centers today
As a result, Medicaid Contact Center Solutions need to be…
• Quick to deploy
• Scale up or down
• Easily configurable to
respond to changes
• Flexible to complement
limitations of legacy
systems
• All relevant information
for agents
• Pre-populate most
information for agents
• Provide guidance and
expertise to, and
through, agents
• New channels (eg
social media)
• Consumerization
experience
• Reduce cost through
innovation
INNOVATIVEADAPTABLE EMPOWERING
Case in point: Medicaid Enterprise Contact Center
Eligibility
Enrollment
Participants
Third Party Liability
Technical
Help Desk
Resolutions
Document Control
Provider
Medical
Behavioral Health
Pharmacy
Unified
Contact
Center
260,400
Over 2,500,000 Contacts (phone, fax, mail, emails) processed every year
Sugar CRM OAISYS JACADA Assure Sign
Multimedia Contact Center Solution
IVR Email Fax
Hardware
Rack-Based Server(s) with Vmware
Production- Phone Systems (PBX)
Infrastructure
Components SMTP Services File Servers Print Servers
Productivity & User
Security
AD/Exchange Server & DB
Antivirus, Web filters
Agent Workstations
Solution Architecture: Contact Center in-a-Box
Why Sugar is the Right CRM?
• Consistent interface across all devices
• Consumer-grade user experience, enterprise-grade functionality
• Advanced workflow and collaboration tools orchestrate complex
interactions
• Contextual intelligence from internal and external data sources
within a single dashboard
Empowers Individuals
• On-premise, private cloud, public cloud deployment
• Easily integrates with global enterprise applications and data
sources
• Most highly customizable platform based on open technologies
• Proven integrations with Mitel, Jacada, and Assure Sign
Most Adaptable CRM Platform
State-of-the-art CRM. Easy to use, customize and deploy
SugarCRM Highlights
Only company solely focused on making every
customer relationship extraordinary.
23
Quarters of
consecutiv
e Growth
1.5M+
Users
120+
Countries
40%+
CAGR last
3 years
500+
Employees,
strong
global
presence
200+
Deployment
Partners
Worldwide
Demonstration
Laurence
Leong:
Citizen
Regina Lazlow:
Medicaid
Enrollment
contact center
agent
• Laurence places a call
• Regina empowered to handle the case
• What if Laurence tweets instead of calls?
• Reporting
• Workflow
Demonstration
Laurence
Leong:
Citizen
Regina Lazlow:
Medicaid
Enrollment
contact center
agent
 Laurence places a call
 Regina empowered to handle the case
 What if Laurence tweets instead of calls?
 Reporting
 Workflow
10
Automating Enrollment Broker Mail Processing
Innovation in Action…
Problem Statement
 Contact Center regularly experiences high volume of
EB applications and returned mails during AOE period
 Significant portion of the Enrollment applications come
in via Mail
 Returned mail due to wrong addresses is also a
common challenge
11
Innovation in Action…
• Print QR-Code on EB outbound
interactions to be utilized during inbound
mail processing
• Upload the information on the EB letters
into Sugar CRM before mailing
• QR-Code Scanner reads the QR-Code
to input Sugar CRM.
• Sugar CRM retrieves the necessary
information to create the Interaction and
action log.
• QR-Code information is fully protected
and will be available on source
document.
Automating Enrollment Broker Mail Processing
 70% reduction in manual effort
 Improved processing time
 Reducing opportunities for
‘human error’, viz. typos and
duplicates
 Only 3 month implementation
12
Summary: Why Wipro & SugarCRM for Medicaid Contact Centers?
• Quick to deploy
• Scale up or down
• Easily configurable to
respond to changes
• Flexible to
complement
limitations of legacy
systems
• All relevant
information for agents
• Pre-populate most
information for agents
• Provide guidance and
expertise to, and
through, agents
• New channels (eg
social media)
• Consumerization
experience
• Reduce cost through
innovation
EMPOWERINGADAPTABLE INNOVATIVE
13
Wipro Today…
$7.7Bn 1223* 100+172,912*
Attracts the
Best Talent
Sustained
Growth
Partner to
Industry Leaders
Global
Presence
Revenue
in FY 2015-16
(IT Services – $ 7.35 Bn,
IT Products – 0.45Bn)
Active Global Clients Workforce
Serving clients in
100+ countries
*Figures based on Q4 results 2015–16 for Global IT Services business
Named a 2015 Best Outsourcing Thought Leadership Awards (BOTL) winner by The Outsourcing Institute
Wipro named as a 2016 World’s Most Ethical Companies by the Ethisphere Institute for the 5th successive year
14
Thank you
For more information
• Booth # 30 – 33
• Wipro.com
• SugarCRM.com

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Wipro + SugarCRM "Contact Center in a Box" solution for Medicaid

  • 1. Putting Medicaid Enrollment Contact Center on the FAST TRACK Laurence Leong Sr Director, Strategic Alliances SugarCRM lleong@sugarcrm.com (415) 613-7986 @laurenceleong Ashish Kumar GM, Health & Human Services Wipro ashish.kumar52@wipro.com (573) 821-3262
  • 2. • Dramatic growth in Medicaid enrollment • Complex process, Legacy enrollment systems • Cost pressures as contact centers staff or overstaff • Challenges in hiring, training and retaining staff • Customer experience challenges: citizens frustrated with lack of agent knowledge • Need for agility and flexibility as policies or other conditions change • Need to support other channels besides just voice • Expanding from reactive case handling to proactive ongoing wellness or education Challenges for Medicaid Contact Centers today
  • 3. As a result, Medicaid Contact Center Solutions need to be… • Quick to deploy • Scale up or down • Easily configurable to respond to changes • Flexible to complement limitations of legacy systems • All relevant information for agents • Pre-populate most information for agents • Provide guidance and expertise to, and through, agents • New channels (eg social media) • Consumerization experience • Reduce cost through innovation INNOVATIVEADAPTABLE EMPOWERING
  • 4. Case in point: Medicaid Enterprise Contact Center Eligibility Enrollment Participants Third Party Liability Technical Help Desk Resolutions Document Control Provider Medical Behavioral Health Pharmacy Unified Contact Center 260,400 Over 2,500,000 Contacts (phone, fax, mail, emails) processed every year
  • 5. Sugar CRM OAISYS JACADA Assure Sign Multimedia Contact Center Solution IVR Email Fax Hardware Rack-Based Server(s) with Vmware Production- Phone Systems (PBX) Infrastructure Components SMTP Services File Servers Print Servers Productivity & User Security AD/Exchange Server & DB Antivirus, Web filters Agent Workstations Solution Architecture: Contact Center in-a-Box
  • 6. Why Sugar is the Right CRM? • Consistent interface across all devices • Consumer-grade user experience, enterprise-grade functionality • Advanced workflow and collaboration tools orchestrate complex interactions • Contextual intelligence from internal and external data sources within a single dashboard Empowers Individuals • On-premise, private cloud, public cloud deployment • Easily integrates with global enterprise applications and data sources • Most highly customizable platform based on open technologies • Proven integrations with Mitel, Jacada, and Assure Sign Most Adaptable CRM Platform State-of-the-art CRM. Easy to use, customize and deploy
  • 7. SugarCRM Highlights Only company solely focused on making every customer relationship extraordinary. 23 Quarters of consecutiv e Growth 1.5M+ Users 120+ Countries 40%+ CAGR last 3 years 500+ Employees, strong global presence 200+ Deployment Partners Worldwide
  • 8. Demonstration Laurence Leong: Citizen Regina Lazlow: Medicaid Enrollment contact center agent • Laurence places a call • Regina empowered to handle the case • What if Laurence tweets instead of calls? • Reporting • Workflow
  • 9. Demonstration Laurence Leong: Citizen Regina Lazlow: Medicaid Enrollment contact center agent  Laurence places a call  Regina empowered to handle the case  What if Laurence tweets instead of calls?  Reporting  Workflow
  • 10. 10 Automating Enrollment Broker Mail Processing Innovation in Action… Problem Statement  Contact Center regularly experiences high volume of EB applications and returned mails during AOE period  Significant portion of the Enrollment applications come in via Mail  Returned mail due to wrong addresses is also a common challenge
  • 11. 11 Innovation in Action… • Print QR-Code on EB outbound interactions to be utilized during inbound mail processing • Upload the information on the EB letters into Sugar CRM before mailing • QR-Code Scanner reads the QR-Code to input Sugar CRM. • Sugar CRM retrieves the necessary information to create the Interaction and action log. • QR-Code information is fully protected and will be available on source document. Automating Enrollment Broker Mail Processing  70% reduction in manual effort  Improved processing time  Reducing opportunities for ‘human error’, viz. typos and duplicates  Only 3 month implementation
  • 12. 12 Summary: Why Wipro & SugarCRM for Medicaid Contact Centers? • Quick to deploy • Scale up or down • Easily configurable to respond to changes • Flexible to complement limitations of legacy systems • All relevant information for agents • Pre-populate most information for agents • Provide guidance and expertise to, and through, agents • New channels (eg social media) • Consumerization experience • Reduce cost through innovation EMPOWERINGADAPTABLE INNOVATIVE
  • 13. 13 Wipro Today… $7.7Bn 1223* 100+172,912* Attracts the Best Talent Sustained Growth Partner to Industry Leaders Global Presence Revenue in FY 2015-16 (IT Services – $ 7.35 Bn, IT Products – 0.45Bn) Active Global Clients Workforce Serving clients in 100+ countries *Figures based on Q4 results 2015–16 for Global IT Services business Named a 2015 Best Outsourcing Thought Leadership Awards (BOTL) winner by The Outsourcing Institute Wipro named as a 2016 World’s Most Ethical Companies by the Ethisphere Institute for the 5th successive year
  • 14. 14 Thank you For more information • Booth # 30 – 33 • Wipro.com • SugarCRM.com