Escolar Documentos
Profissional Documentos
Cultura Documentos
Customer Experience
Management
Lifecycle Metrics
TM Forum Approved
IPR Mode: RAND
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Notice
Page 2 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Notice
Copyright TM Forum 2015. All Rights Reserved.
This document and translations of it may be copied and furnished to others, and derivative
works that comment on or otherwise explain it or assist in its implementation may be prepared,
copied, published, and distributed, in whole or in part, without restriction of any kind, provided
that the above copyright notice and this section are included on all such copies and derivative
works. However, this document itself may not be modified in any way, including by removing the
copyright notice or references to TM FORUM, except as needed for the purpose of developing
any document or deliverable produced by a TM FORUM Collaboration Project Team (in which
case the rules applicable to copyrights, as set forth in the TM FORUM IPR Policy, must be
followed) or as required to translate it into languages other than English.
The limited permissions granted above are perpetual and will not be revoked by TM FORUM or
its successors or assigns.
This document and the information contained herein is provided on an "AS IS" basis and TM
FORUM DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT
LIMITED TO ANY WARRANTY THAT THE USE OF THE INFORMATION HEREIN WILL NOT
INFRINGE ANY OWNERSHIP RIGHTS OR ANY IMPLIED WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
TM FORUM invites any TM FORUM Member or any other party that believes it has patent
claims that would necessarily be infringed by implementations of this TM Forum Standards Final
Deliverable, to notify the TM FORUM Team Administrator and provide an indication of its
willingness to grant patent licenses to such patent claims in a manner consistent with the IPR
Mode of the TM FORUM Collaboration Project Team that produced this deliverable.
The TM FORUM invites any party to contact the TM FORUM Team Administrator if it is aware of
a claim of ownership of any patent claims that would necessarily be infringed by
implementations of this TM FORUM Standards Final Deliverable by a patent holder that is not
willing to provide a license to such patent claims in a manner consistent with the IPR Mode of
the TM FORUM Collaboration Project Team that produced this TM FORUM Standards Final
Deliverable. TM FORUM may include such claims on its website, but disclaims any obligation to
do so.
TM FORUM takes no position regarding the validity or scope of any intellectual property or other
rights that might be claimed to pertain to the implementation or use of the technology described
in this TM FORUM Standards Final Deliverable or the extent to which any license under such
rights might or might not be available; neither does it represent that it has made any effort to
identify any such rights. Information on TM FORUM's procedures with respect to rights in any
document or deliverable produced by a TM FORUM Collaboration Project Team can be found
on the TM FORUM website. Copies of claims of rights made available for publication and any
assurances of licenses to be made available, or the result of an attempt made to obtain a
general license or permission for the use of such proprietary rights by implementers or users of
this TM FORUM Standards Final Deliverable, can be obtained from the TM FORUM Team
TM Forum 2015. All Rights Reserved.
Page 3 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 4 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Table of Contents
Notice............................................................................................................................................. 2
Table of Contents ......................................................................................................................... 5
List of Figures............................................................................................................................. 12
Executive Summary ................................................................................................................... 13
1. Introduction ............................................................................................................................. 14
1.1. Uses............................................................................................................................ 14
1.2. Document Structure.................................................................................................... 15
1.2.1. Main Body ........................................................................................................... 15
1.2.2. Appendices.......................................................................................................... 15
2. CXM Metrics Framework ........................................................................................................ 16
2.1. Customer Experience Lifecycle .................................................................................. 16
2.2. Metrics Groups ........................................................................................................... 17
2.2.1. Per-Customer Metrics ......................................................................................... 17
2.2.2. Per- Enterprise Customer Metrics ....................................................................... 17
2.2.3. Functional Metrics ............................................................................................... 17
2.3. Metric Codes .............................................................................................................. 18
2.4. Metric Dimensions ...................................................................................................... 18
2.5. Touch Points, Channels and Journeys ...................................................................... 20
2.6. Calculating Customer Experience .............................................................................. 21
3. Collecting Subjective Data ..................................................................................................... 22
4. Be Aware (Observe, Learn, React) ........................................................................................ 23
4.1. Per-Customer Metrics................................................................................................. 23
4.1.1. Social Network .................................................................................................... 23
4.1.2. Advertising Effectiveness .................................................................................... 23
4.2. Per-Enterprise Customer Metrics ............................................................................... 23
4.2.1. Brand Value......................................................................................................... 23
4.2.2. Choice of Products and Services ........................................................................ 23
4.2.3. Customer Service Manager Experience ............................................................. 24
4.3. Functional Metrics....................................................................................................... 25
4.3.1. Advertising Effectiveness .................................................................................... 25
4.3.2. Market Presence ................................................................................................. 26
4.3.3. Brand and Reputation ......................................................................................... 26
TM Forum 2015. All Rights Reserved.
Page 5 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 6 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 7 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 8 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 9 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
12.
13.
Page 10 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
2.
3.
2.
Page 11 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
List of Figures
Figure 1 CXM Metrics Framework
16
21
Page 12 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Executive Summary
This document complements GB962 Customer Experience Management
Introduction and Fundamentals. It provides a list of metrics designed to allow a
standardized approach to measuring CXM for Digital Service Providers.
A framework for organizing the metrics is provided, together with a simple taxonomy,
based upon the Customer Experience Lifecycle. The bulk of the document contains
metric names and associated definitions, aiming to unambiguously define the metrics
such that common implementations may be developed for their capture, analysis and
benchmarking.
It is anticipated that the metrics included here will be amended and expanded upon
as CEM techniques and methodologies evolve.
Page 13 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
1. Introduction
This document is intended to provide a comprehensive set of Customer Experience
Management (CXM) metrics to allow a standardized approach to measuring CXM for
Digital Service Providers.
The successful implementation of CEM requires a new way of thinking by DSPs. The
emphasis is on managing Customer Experience from the customers outside-in
perspective, recognizing that the customers perceived experience is a function of the
actual experience together with the customers unique history, emotions and
expectations. Where possible, this document aims to identify those metrics which
individually, or more likely in combination, can help to determine each customers
perceived experience of the DSP, thereby enabling actionable insight.
While many metrics will be technology agnostic, equally applicable to all DSPs, it is
recognized that some metrics will be specific to the technology of the DSP service
offering(s). The technology-specific metrics in this version of the document are limited
to Wireless Broadband technology. It is envisaged that future versions of this
document will expand the technology set to include services such as fixed-line, Cable
and IPTV.
1.1.
Uses
The CXM Metrics proposal is intended to be a reference for implementers of CXM
solutions. Solutions which follow the framework and definitions provided here will
enable standardized reports, data presentation and benchmarking on top of the CXM
data, as well as a starting point for farther analysis of CXM data.
The determination of Customer Experience from the customers perspective is a very
complex area, requiring the careful integration of objective and subjective measures.
There is a lot of scope for innovation and proprietary implementation, which this
document should not inhibit. Consequently, for some KQI metrics, although
dimensions and units will be specified, the precise method for calculation will not be
mandated. A suggested method for calculation will be provided, but this is not
intended to be restrictive. If a proprietary, more accurate method of generating the
same metric is available, this may be used, although the resulting metric should have
the same standardized dimensions and units.
Similarly, this document will not address in detail the calculation of higher level CEI
metrics, for example CEIs which represent the entire customer journey. An exemplary
outline calculation methodology is provided in Appendix A. However more detailed
work on this calculation methodology falls under the remit of the TM Forums Big Data
Analytics group. Nevertheless, the intention is that all the relevant metrics required to
build-up higher level CEI metrics will be specified in this document.
Page 14 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
1.2.
Document Structure
Section 1
Introduction: Provides an overview of this document and an outline
of its structure.
Section 2
CXM Metrics framework: Describes the framework selected to
organize the metrics. Nine different categories of metrics are defined, based upon the
nine stages of the Customer Experience Lifecycle.
Section 3
Collecting Subjective Data: provides general guidelines for
collecting the customer survey and focus group data which is required as input to
some of the metrics.
Section 4-12 Metrics Definitions: provides detailed listings of the CEM metrics.
Each of the nine categories of metrics is addressed in separate sections.
1.2.2. Appendices
Administrative Appendix
provides
document
revision
history,
acknowledgements for work completed and information about the TM Forum.
Appendix A
Example CEI Calculation: A simple methodology for calculating CEI
in order to give context to the CXM metrics.
Appendix B
Page 15 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Be
Aware
Interact
Pay
Leave
Web
KPIs/KQIs
Per
Customer
Metrics
Renew Recommend
Channels
Social
IVR
Etc.
Per
Enterprise
Customer
Metrics
Channels
Hotline
CSM
Finance
Functional
Metrics
Functions
Marketing
Care
Network
Etc..
Page 16 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
The framework of figure 1 incorporates the nine key stages of the TM Forum CxLC:
The primary partitioning of the metrics is against these nine stages, which are
addressed in turn in Sections 4-12.
2.2.
Metrics Groups
In addition to the nine CxLC stages, the framework of figure 1 also identifies three
distinct groups of CXM metrics. Sections 4-12 are each further subdivided to reflect
these 3 metric groupings:-
Page 17 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
to provide the Service Provider with sufficient data to manage those functions of his
operations which directly affect Customer Experience.
Note that as technology and capability improves, it is anticipated that more and more
functional metrics will evolve into per-customer metrics, i.e. be capable of being
measured on a per-customer basis.
2.3.
Metric Codes
Every CXM metric is associated with a metric code, for example, "I-F-4" is the
metric code for # Seconds Queue Time Sales Hotline. The code naming
leverages the stages of the CxLC described above. A metric is uniquely coded as
follows:<CxLC Stage>- <Granularity> -<Number>
Where CxLC stage is one of:
Be Aware (BA)
Interact (I)
Choose (CH)
Consume (CO)
Manage (M)
Pay (P)
Renew (RN)
Recommend (RC)
Leave (L)
Number is typically a sequential integer value, incremented with each new metric. As
new metrics are introduced with successive versions of this document, the number
shall normally be incremented. However, in those cases where new metrics are
closely associated with existing metrics, the number shall be appended by a letter eg.
M-F-19 % First Contact Resolutions (Introduced in V1.5) and M-F-19a % First
Contact Resolutions - No Transfer (Introduced in V2.0).
2.4.
Metric Dimensions
To minimize the total number of discrete metric definitions, a list of suggested
dimensions is provided for each metric against which that metric may be separately
calculated.
Page 18 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Device ID
Device Type
Direct/Indirect
DSLAM ID
Email Server IP
Address
Enterprise Customer
ID
First Month {Y/N}
Focus Group ID
FSR ID
Incentive ID
Incident Type
Link ID
Location
Loyalty Program ID
Market Channel Type
Media Type
Method Type
{NPR/PAC}
Network Element ID
New/Renew
Online Channel ID
Order ID
Originating Cell ID
OS Type
Party Performing
Maintenance
Payment TypeProduct
ID
Promotion ID
Purchase Channel ID
Quotation ID
Referring Customer ID
Region ID
Response Channel ID
Retail Outlet ID
Roaming Country ID
Roaming Network ID
Self-Install {Y/N}
Service Center ID
Service Plan ID
Service Provider ID
Service Type
SIM Card Type
Social Network ID
Source ID
Start Time
Survey ID
Target IP Address
Technology Type
Time of Day
Top-Up Amount
Trigger ID
WAP Page ID
Web Page ID
Page 19 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
2.5.
Media/Public Record
Social Networking
Web Site
Retail Outlet Direct and 3rd Party
Customer Service Center
Customer Service Manager
Field Service Representative
IVR
USSD
Call Center
Online Chat (livechat)
Email
DSP Smartphone Application
Host Carrier (MVNO)
With an overlay of channels, the framework can then be populated with metrics
appropriate to each channel and lifecycle activity. A typical non-enterprise customer
journey, showing the mapping of KQIs against lifecycle stage and channel, is shown
in the figure below:-
Page 20 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Be
Aware
Interact
KQIb
Per
Customer
Metrics
Pay
KQIc
Renew Recommend
Web
KQIg
KQIa
Channels
KQIf
KQIe
KQId
Leave
Social
IVR
Etc.
2.6.
Page 21 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Customer Survey Data Minimum sample size 1000, Response Scale 1-6.
Focus Group Data Minimum sample size 30, Response Scale 1-10
Page 22 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
Survey response to How do you rate the level of attribute x of the personalized advert you
have just received?
Dimension: Customer ID, Advert ID, Attribute {Relevance, Creepiness}
Units: 10 Very High, 1- Very Low
Capture Period: 1 day
Value: Used to evaluate the perceived effectiveness of a specific targeted advert
Comments: None
4.2.
Enterprise Customer Response to How does our reputation and brand compare to competitor
x
Dimensions: Enterprise Customer ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 1 year
Value: Competitive benchmark. This metric measures how the brand value of the DSP
compares with its competitors, from the enterprise customers perspective.
Comments: None
Page 23 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Enterprise Customer Response to We offer a good choice of product brands and models
Dimensions: Enterprise Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 year
Value: This metric measures the degree to which the range of product brands and models
offered by the DSP meets the requirements of the customer.
Comments: None
BA-E-3
Enterprise Customer Response to How does our choice of product brands and models
compare with competitor x
Dimensions: Enterprise Customer ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 1 year
Value: Competitive benchmark. This metric measures how the range of product brands and
models offered by the DSP compares with its competitors, from the enterprise customers
perspective.
Comments: None
BA-E-4
BA-E-5
Enterprise Customer Response to How does our choice of service plans compare with
competitor x
Dimensions: Enterprise Customer ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 1 year
Value: Competitive benchmark. This metric measures how the range of service plans offered
by the DSP compares with its competitors, from the enterprise customers perspective.
Comments: None
Enterprise Customer Response to Our CSM is very effective at making you aware of new
products and services to meet your needs
Dimensions: Enterprise Customer ID, CSM ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 year
Page 24 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Value: The CSM is a key role in ensuring a good experience for enterprise customers. This
metric measures the degree to which the CSM makes the customer fully aware of the SPs
products and services as appropriate to the customers specific needs.
Comments: None
BA-E-7
Enterprise Customer Response to Our CSM has very good product knowledge and is able to
answer all your queries
Dimensions: Enterprise Customer ID, CSM ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 year
Value: The CSM is a key role in ensuring a good experience for enterprise customers. This
metric measures the degree to which the CSM enables the customer to easily and fully
understand the SPs products and services.
Comments: None
4.3.
Functional Metrics
BA-F-2
Focus Group Survey response to How do you rate this advert with respect to attribute x?
Dimension: Customer ID, Focus Group ID, Media Type
{TV/Internet/Radio/Newspaper/Magazine/Poster}
, Advert ID, Attribute {Informative, Attractive, Interesting, Promoting our Brand.}
Units: 10 Extremely Good, 1- Extremely Poor
Capture Period: 3 months
Value: Used to evaluate the perceived effectiveness of a specific advert
Comments: None
BA-F-3
Page 25 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
# Customers
# Registered Customers
Dimensions: Region ID, Service Plan ID
Units: Number
Capture Period: 1 month
Value: Used to assess market penetration and relative popularity of each service plan.
Comments: None
BA-F-5
BA-F-6
% Market Share
Sample Customer Survey Response to How does our reputation and brand compare to
competitor x
Dimensions: Customer ID, Survey ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 6 months
Value: Competitive benchmark. This metric measures how the brand value of the DSP
compares with its competitors, from the customers perspective.
Comments: None
BA-F-8
Page 26 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
BA-F-9
Sample Customer Survey Response to We offer a good choice of product brands and models
Dimensions: Customer ID, Survey ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 3 months
Value: Used to evaluate the perceived range of products available
Comments: None
BA-F-11
Sample Customer Survey Response to How does our choice of product brands and models
compare with competitor x
Dimensions: Customer ID, Survey ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 3 months
Value: Competitor benchmark. Used to evaluate perceived choice of products with respect to
competitors
Comments: None
BA-F-12
BA-F-13
Sample Customer Survey Response to How does our choice of service plans compare with
competitor x
Dimensions: Customer ID, Survey ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 3 months
Value: Competitor benchmark. Used to evaluate perceived choice of service plans with
respect to competitors
Comments: None
TM Forum 2015. All Rights Reserved.
Page 27 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
BA-F-15
BA-F-16
BA-F-17
Focus Group Survey response to How do you rate our shop with respect to attribute x?
Dimension: Focus Group ID, Customer ID, Retail Outlet ID, Attribute {Location Convenience,
Attractiveness, Comfort, Interest, Transaction Experience.}
Units: 10 Extremely Good, 1- Extremely Poor
Capture Period: 1 year
Value: Used to evaluate the perceived attractiveness of a specific retail outlet
Comments: None
Page 28 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
BA-F-18
BA-F-19
BA-F-20
Page 29 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: Number
Capture Period: 1 day
Value: Used to assess value of Web Site
Comments: None
BA-F-21
BA-F-22
Sample Customer Survey Response to How satisfied are you with your experience accessing
our online channel x
Dimensions: Survey ID, Customer ID, Online Channel ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the user experience of online channels.
Comments: None
BA-F-23
Sample Customer Survey Response to How does our online channel x compare to that of
competitor y
Dimensions: Survey ID, Customer ID, Online Channel ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 1 month
Value: Competitive benchmark. This metric measures how the online channels of the DSP
compare with its competitors, from the customers perspective.
Comments: None
BA-F-24
# Catalogues Taken
BA-F-25
Sample Customer Survey Response to How satisfied are you with the clarity and usefulness
of our catalogue?
Dimensions: Survey ID, Customer ID, Catalogue ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the user experience of the catalogue
TM Forum 2015. All Rights Reserved.
Page 30 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
BA-F-27
Sum (Time of Service Plan Introduction Time of Service Plan Request)/#Service Plans
Introduced
Dimensions: Service Plan ID
Units: Hours
Capture Period: 1 week
Value: Enables the efficiency of the marketing department to be tracked.
Comments: None
BA-F-28
BA-F-29
4.3.8. Trust
BA-F-30
BA-F-31
Page 31 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
BA-F-32
Page 32 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
5.1.1. Enquiries
I-C-1
# Enquiries
I-C-2a
I-C-3
# Demonstrations
Page 33 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
5.2.
Enterprise Customer Response to How satisfied are you with your Customer Service
Manager at providing details and demonstrations of our products and services
Dimensions: Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 year
Value: Used to measure the perceived experience of the CSM at providing details and
demonstrations of specific products and services
Comments: None
5.3.
Functional Metrics
Sample Customer Survey Response to How satisfied are you with our Authorized Dealer at
providing details and demonstrations of our products and services
Dimensions: Survey ID, Customer ID, Authorised Dealer ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the effectiveness of the authorized dealer in providing details and
demonstrations of specific products and services
Comments: None
I-F-2
Sample Customer Survey Response to How satisfied are you with our Retail Outlet at
providing details and demonstrations of our products and services
Dimensions: Survey ID, Customer ID, Retail Outlet ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the effectiveness of the retail outlet in providing details and
demonstrations of specific products and services
Comments: None
I-F-2a
Page 34 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Sample Customer Survey Response to How satisfied are you with our Sales Hotline at
providing details of our products and services
Dimensions: Survey ID, Customer ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the Sales Hotline at providing details the
SPs products and services
Comments: None
I-F-4
I-F-5
Sample Customer Survey Response to How satisfied are you with our Online Channel x at
providing details of our products and services
Dimensions: Survey ID, Customer ID, Online Channel Type
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the online channel at providing details of
the product/service
Comments: None
Sample Customer Survey Response to How satisfied were you with attribute x of our
Customer Service Representative?
Dimensions: Survey ID, Customer ID, CSR ID, Attribute {Speed, Courtesy, Knowledge,
Effectiveness}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the customer service representative at
providing details of the product/service
Comments: None
Page 35 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
# Customers Acquired
CH-C-2
CH-C-3
CH-C-3a
# Orders Attempted
CH-C-4
# Orders Failed
Page 36 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-C-5
# Orders Cancelled
CH-C-6
CH-C-7
CH-C-8
# Deliveries Attempted
# Attempted Deliveries
Dimensions: Customer ID, Order ID, Product ID
Units: Number
TM Forum 2015. All Rights Reserved.
Page 37 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 38 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 39 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
# Installations Attempted
# Attempted Installations
Dimensions: Customer ID, Order ID, Product ID, FSR ID, Self-Install {Y/N}
Units: Number
Capture Period: 1 month
Value: Used to measure Installation performance.
Comments: For self-installations, the FSR ID is not required.
Page 40 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 41 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: The customer experience impact will be sensitive to the committed time. For
example, a delay of one day after waiting one day will probably be less annoying than a slip of
one day having already waited ten days.
Page 42 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
6.1.5. Trust
CH-C-30 # Customers Storing CC Data
# Customers Agreeing to store Credit Card data for easy payments
Dimensions: Customer ID, Product ID, Service Plan ID, Channel Type, Channel ID
Units: Number
Capture Period: 1 month
Value: Used to evaluate the level of trust in the DSPs security
Comments: None
Page 43 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 44 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
6.2.
# Quotations
# Quotations provided
Dimensions: Enterprise Customer ID, CSM ID, Quotation ID
Units: Number
Capture Period: 1 month
Value: Used to measure the efficiency of the quotation process for enterprise customers
Comments: Applicable to non-standard services
CH-E-2
# Quotations Unsuccessful
CH-E-3
% Quotations Unsuccessful
CH-E-4
Page 45 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-E-6
CH-E-7
CH-E-8
Page 46 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-E-8a
CH-E-9
CH-E-10
Enterprise Customer Response to How satisfied are you with the overall experience of
receiving deliveries of our products and services
Dimensions: Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 year
Value: Used to measure the perceived experience of the enterprise customer in receiving
deliveries of products and services.
Comments: None
CH-E-12
Page 47 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-E-14
CH-E-15
CH-E-16
Page 48 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Enterprise Customer Response to How satisfied are you with your Customer Service
Manager at understanding your requirements and placing orders for our products and
services
Dimension, Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 year
Value: Used to measure the perceived experience of the CSM at understanding the
customers requirements and placing orders for the SPs products and services
Comments: None
CH-E-18
Enterprise Customer Response to How satisfied are you with your Customer Service
Manager at understanding your requirements and urgent orders for our products and services
Dimension, Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 year
Value: Used to measure the perceived experience of the CSM at understanding the
customers requirements and placing urgent orders for the SPs products and services
Comments: None
CH-E-19
Enterprise Customer Response to How satisfied are you with your Customer Service
Manager at supporting you with taking delivery
Dimension, Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 year
Value: Used to measure the perceived experience of the CSM at supporting the customer with
taking delivery of orders.
Comments: None
CH-E-23
CH-E-24
Page 49 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-E-28
CH-E-29
6.3.
Functional Metrics
CH-F-1a
CH-F-1b
CH-F-2
% Orders of Enquiries
TM Forum 2015. All Rights Reserved.
Page 50 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-F-2a
% Customers Acquired
% Orders Failed
CH-F-4
% Orders Cancelled
Sample Customer Survey Response to How satisfied are you with our Authorized Dealer at
placing orders for our products and services
Dimensions: Survey ID, Customer ID, Dealer ID, Product ID, Service Plan ID, New/Renew
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the authorized dealer in placing orders
for the SPs products and solutions
Comments: None
CH-F-6
Page 51 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Sample Customer Survey Response to How satisfied are you with our Retail Outlet at placing
orders for our products and services
Dimensions: Survey ID, Customer ID, Retail Outlet ID, Product ID, Service Plan ID,
New/Renew
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the retail outlet in ordering the SPs
products and services
Comments: None
CH-F-6a
Sample Customer Survey Response to How satisfied are you with our Sales Hotline at
placing orders for our products and services
Dimensions: Survey ID, Customer ID, Product ID, Service Plan ID, New/Renew
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the sales hotline in ordering the SPs
products and services
Comments: None
CH-F-8
Sample Customer Survey Response to How satisfied are you with our Online Channel at
placing orders for our products and services
Dimensions: Survey ID, Customer ID, Online Channel Type, Product ID, Service Plan ID,
New/Renew
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the effectiveness of the online channel in ordering the SPs products
and services
Comments: None
TM Forum 2015. All Rights Reserved.
Page 52 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Sample Customer Survey Response to How satisfied were you with attribute x of our
Customer Service Representative?
Dimensions: Survey ID, Customer ID, CSR ID, New/Renew, Attribute {Speed, Courtesy,
Knowledge, Effectiveness}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the customer service representatives
performance at placing orders for the SPs products and services
Comments: None
% Deliveries Failed
CH-F-11
CH-F-12
CH-F-13
Page 53 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-F-15
% Installations Failed
CH-F-17
CH-F-18
Page 54 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Sum (Time of Credit Check Response Time of Credit Check Request)/ (# Credit Checks - #
Credit Check Operations Failed)
Dimensions: Region ID, Channel Type, Channel ID
Units: Seconds
Capture Period: 1 month
Value: Used to measure efficiency of Credit Check process
Comments: None
CH-F-20
CH-F-21
CH-F-22
CH-F-23
CH-F-24
CH-F-25
CH-F-29
Page 55 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CH-F-30
Page 56 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
7.1.
CO-C-2
CO-C-3
CO-C-4
Page 57 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Customer ID, Device ID, Location, Originating Cell ID, Called Party Number,
Technology Type {GSM, 3G, TD-LTE, FD-LTE.}
Units: Seconds
Capture Period: 15 minutes
Value: Used to measure Voice Service performance
Comments: None
CO-C-5
# Calls Answered
CO-C-6
# Calls Dropped
CO-C-7
CO-C-8
Page 58 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Customer ID, Device ID, Location, Originating Cell ID, Target IP address,
Technology Type {GSM, 3G, TD-LTE, FD-LTE.}
Units: %
Capture Period: 15 minutes
Value: Used to measure Accessibility part of Web Browsing experience
Comments: None
Page 59 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
SUM [Time of Final HTTP Reply Data N message Time of associated initial HTTP Reply 200
OK message]/# Final HTTP Reply Data N messages
Dimensions: Customer ID, Device ID, Location, Originating Cell ID, Target IP address,
Technology Type {GSM, 3G, TD-LTE, FD-LTE.}
Units: Milliseconds
Capture Period: 15 minutes
Value: Used to measure Web Browsing experience
Comments: associated means occurring in the same transaction sequence (thread)
Page 60 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CO-C-20a
#TCP media (buffer empty) messages/ # TCP Media Data (Initial Buffer Fully Occupied)
messages
Page 61 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Customer ID, Device ID, Location, Originating Cell ID, Target IP address,
Technology Type {GSM, 3G, TD-LTE, FD-LTE.}, Media Type {720P Video, 1080P Video}
Units: Stalls/Session
Capture Period: 15 minutes
Value: Used to measure media streaming experience
Comments: Equation represents the number of stalls divided by the total number of streaming
sessions. Media Type may not be known
Page 62 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 63 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Customer ID, Device ID, Location, Originating Cell ID, Target IP address
Units: Kb/s
Capture Period: 15 minutes
Value: Used to measure WAP experience
Comments: None.
Page 64 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 65 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 66 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
Page 67 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 68 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: <protocol> indicates SMTP, POP3 and IMAP. associated means occurring in the
same transaction sequence (thread).
Page 69 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 70 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Time of Registration = Time that mobile successfully completes the first Location Update or
Attach procedure on the home network after roaming
Time of First Signal = Time that the first message is received by the home network from the
mobile after roaming
Dimensions: Customer ID, Device ID
Units: Seconds
Capture Period: 1 month
Value: Used to measure the experience of a returning roaming customer
Comments: None
Page 71 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
7.2.
Enterprise Customer Response to Our network provides excellent outdoor quality and stability
Dimensions: Enterprise Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the customers perception of the network coverage
Comments: None
Page 72 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Enterprise Customer Response to How does our networks outdoor quality and stability
compare with competitor x
Dimensions: Enterprise Customer ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 1 month
Value: Competitive benchmarking. Used to measure the customers perception of the network
coverage compared with competitors.
Comments: None
CO-E-3
Enterprise Customer Response to Our network provides excellent indoor quality and stability
Dimensions: Enterprise Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the customers perception of the network coverage
Comments: None
CO-E-5
Enterprise Customer Response to How satisfied are you with attribute x of our Network
Service
Dimensions: Enterprise Customer ID, Service Plan ID, Attribute {Overall Quality, Value for
Money}, First Month {Y/N}
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the user experience of the Network Service
Comments: The First Month flag enables the Enterprise Customers initial feelings about the
network service to be tracked.
CO-E-6
Enterprise Customer Response to How does attribute x of our Network Service compare with
competitor y
Dimensions: Enterprise Customer ID, Service Plan ID, Competitor ID, Attribute {Overall
Quality, Value for Money}
Units: 6 (Far better) 1 (Far worse)
Capture Period: 1 month
Value: Competitive benchmarking. Used to measure the customers perception of the network
service compared with competitors.
TM Forum 2015. All Rights Reserved.
Page 73 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
Enterprise Customer Response to How satisfied are you with attribute x of this product
Dimensions: Survey ID, Enterprise Customer ID, Product ID, Attribute {Overall Quality, Value
for Money}, First Month {Y/N}
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the user experience of a specific product.
Comments: The First Month flag enables the Enterprise Customers initial feelings about the
product to be tracked.
CO-E-8
Enterprise Customer Response to How does attribute x of this product compare with other
products you have used
Dimensions: Enterprise Customer ID, Product ID, Competitor Product ID, Attribute {Overall
Quality, Value for Money}
Units: 6 (Far better) 1 (Far worse)
Capture Period: 1 month
Value: Competitive Benchmark. Used to measure the customers perception of the product
compared with competitors products.
Comments: None
Enterprise Customer Response to How satisfied are you with attribute x of the security
software provided
Dimensions: Enterprise Customer ID, Attribute {Effectiveness, Ease of Use}
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the user experience of the security solution
Comments: None
Page 74 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
7.3.
Network NPS
Sample Customer Survey Response to How likely are you to recommend us to your family
and friends based upon your experience of using our network?
Dimensions: Survey ID, Customer ID
Units: 10 (Very Likely) - 0 (Not at all Likely)
Capture Period: 1 month
Value: Used to measure the customers perception of the network service
Comments: NPS = % of promoters (9-10 in likely to recommend scale) - % of detractors (0-6 in
likely to recommend scale)
Sample Customer Survey Response to Our network provides a good signal at outdoor
locations where you wish to use your device
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the customers perception of the network coverage
Comments: None
CO-F-2
Sample Customer Survey Response to Our network provides a good signal at indoor
locations where you wish to use your device
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
TM Forum 2015. All Rights Reserved.
Page 75 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
# First Returning Roamer Registrations (Border Cell)/ # First Returning Roamer Registrations
Where:
# First Returning Roamer Registrations (Border Cell) = # First Returning Registrations where
the Registration Cell ID is a specified cell at a border crossing point.
Dimensions: Device ID
Units: Percent
Capture Period: 1 month
Value: Used to measure the experience of a returning roaming customer. Measures the
proportion of returning roamers who successfully register on the cell at the network border.
Comments: None
CO-F-4
Sample Customer Survey Response to How satisfied are you with the quality of the service
provided when roaming (in country x, network y)?
Dimensions: Survey ID, Customer ID, Roaming Country ID, Roaming Network ID
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the customers perception of the roaming service
Comments: None
Sample Customer Survey Response to How satisfied are you with attribute x of our Network
Service
Dimensions: Survey ID, Customer ID, Service Plan ID, Attribute {Overall Quality, Value for
Money}, First Month {Y/N}
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the user experience of the Network Service
Comments: The First Month flag allows the customers initial feelings about the network
service to be tracked.
CO-F-5a
Sample Customer Survey Response to I am able to make and receive calls wherever I am
without being cut-off
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the customers perception of the voice service
Comments: None
TM Forum 2015. All Rights Reserved.
Page 76 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CO-F-5b
Sample Customer Survey Response to I get good and consistent data speeds when using
the internet on my phone
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the customers perception of the data service
Comments: None
Sample Customer Survey Response to How satisfied are you with attribute x of this product
Dimensions: Survey ID, Customer ID, Product ID, Attribute {Overall Quality, Value for Money},
First Month {Y/N}
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the user experience of a specific product
Comments: The First Month flag allows the customers initial feelings about the product to be
tracked.
# Service Interruptions
# Service Interruptions
Dimensions: Service Type, Network Element ID, Start Time
Units: Number
Capture Period: 1 month
Value: Used to measure service availability
Comments: Includes planned and unplanned interruptions
CO-F-8
% Availability - Planned
CO-F-9
% Availability Actual
Page 77 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
Page 78 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 79 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 80 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Page 81 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
7.4.
CO-C-102 # Seconds per Call Origination, from all digits received to Alerting
Sum (Time of Alerting Transmitted Time of all digits received)/# Mobile Originated Call
Alerting
Dimensions: Customer ID, Device ID, Location, Calling Party Number, Called Party Number
Units: Seconds
Capture Period: 15 minutes
Value: Used to measure Voice Service performance
Comments: None
Page 82 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Customer ID, Device ID, Location, Link ID, Technology Type{VPN, IP}
Units: %
Capture Period: 15 minutes
Value: Used to measure Data Service usage
Comments: None
Page 83 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
7.5.
Page 84 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
7.6.
Page 85 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
M-C-2
M-C-2a
# Seconds required to manage profile or service. Measured from start of attempt to successful
completion
Dimensions: Customer ID, Channel Type, Activity Type {Check Balance, Change
Service/Package, Update Info}
Units: Seconds
Capture Period: 1 month
Value: Used to measure the performance across channels for the Manage Profile/Service
Comments: This is from the customers perspective.
M-C-2b
Page 86 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-2c
M-C-2d
# Seconds required to query customer data. Measured from start of query to successful return
of data.
Dimensions: Customer ID, Channel ID, Customer Data Type {Personal Details, XDRs, PUK,
Payment Status}
Units: Seconds
Capture Period: 1 month
Value: Used to measure the performance of customer data querying by customer support staff.
Comments: Internal measure which will directly impact customer experience.
Customer Survey Response to How satisfied were you with attribute x of our Field Service
Representative
Dimensions: Customer ID, FSR ID, Attribute {Attitude and Appearance, Speed of
Maintenance, Tidiness, Performance and Efficiency, Product Knowledge, Punctuality}
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the customer experience of the Field Service Representative
Comments: None
# Contacts Successful
M-C-4a
Page 87 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-4b
#Contacts Successful/#Customers
Dimensions: Customer ID, Channel Type, Incident Type {Bill query, Service problem}, First
Month {Y/N}
Units: Contacts per customers per year
Capture Period: 1 month
Value: Used to measure the performance of support channels
Comments: Although typically expressed as contacts per customer per year, this can be
normalized to other units such as contacts per 1000 customers per month.
M-C-5
M-C-5a
# Contacts regarding a new incident or query resolved during the contact without need for
transfer to another agent
Dimensions: Customer ID, Channel Type, CSR ID, Incident Type {Bill query, Service
problem}, First Month {Y/N}
Units: Number
Capture Period: 1 month
Value: Used to measure the performance of support channels
Comments: None
M-C-5b
# Contact Transfers
Page 88 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-5c
M-C-5d
M-C-5e
M-C-6
# Incidents
M-C-6a
# Incidents Resolved
# Incidents Resolved
Dimensions: Customer ID, Incident Type {Bill query, Service problem, Security, Privacy },
First Month {Y/N}
Units: Number
Capture Period: 1 month
TM Forum 2015. All Rights Reserved.
Page 89 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-6b
# Incidents Closed
# Incidents Closed
Dimensions: Customer ID, Incident Type {Bill query, Service problem, Security, Privacy },
First Month {Y/N}
Units: Number
Capture Period: 1 month
Value: Used to measure the performance of Incident resolution
Comments: None
M-C-6c
# Incidents due to be closed during the capture period to meet cycle time
Dimensions: Customer ID, Incident Type {Bill query, Service problem, Security, Privacy },
First Month {Y/N}
Units: Number
Capture Period: 1 month
Value: Used to measure the performance of Incident resolution
Comments: None
M-C-7
M-C-8
M-C-9
Page 90 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-9a
# Minutes to Resolve Incident, from Incident Opened to Incident
Resolved
Time Incident Resolved Time Incident Opened
Dimensions: Customer ID, Incident Type {Bill query, Service problem, Service request,
Security, Privacy }, First Month {Y/N}
Units: Minutes
Capture Period: 1 month
Value: Used to measure the performance of Incident resolution
Comments: None
M-C-10
M-C-11
Page 91 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-12
# Repeat Contacts
# Subsequent contacts from the same customer about the same unresolved incident
Dimensions: Customer ID, Channel Type, Incident Type {Bill query, Service problem, Security,
Privacy }, First Month {Y/N}
Units: Number
Capture Period: 1 month
Value: Used to measure the performance of Incident resolution. A repeat contact indicates that
the customer is becoming impatient for resolution.
Comments: None
# Complaints
# Complaints received
Dimensions: Customer ID, Channel Type, Complaint ID, Complaint Type {Product, Policy,
People, Network, Security, Privacy, Marketing Program, Bill Shock, Roaming Charges}, First
Month {Y/N}
Units: Number
Capture Period: 1 month
Value: Used to measure the level of customer satisfaction with the SPs products and services.
Comments: The First Month flag will track whether the complaint occurs within the first month
of the customer using the service/product thereby indicating initial dissatisfaction.
M-C-14
M-C-15
Page 92 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
M-C-16
M-C-17
M-C-18
M-C-19
M-C-19a $ Compensation
$ Compensation provided
Dimensions: Compensation Type {Refund, Credit, ..}, Customer ID, Channel Type,
Complaint ID, Complaint Type {Product, Policy, People, Network, Security, Privacy, Marketing
Program, Bill Shock, Roaming Charges}, First Month {Y/N}
Units: US$
Capture Period: 1 month
Value: Used to measure the level of compensation provided
Page 93 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-21
M-C-22
M-C-23
8.1.6. Compliments
M-C-24
# Compliments
# Compliments received
Dimensions: Customer ID, Channel Type, Compliment Type {People, Network Service },
First Month {Y/N}
Units: Number
Capture Period: 1 month
Value: Used to measure the level of customer satisfaction with the SPs products and services.
Comments: None
Page 94 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-26
M-C-27
# Unique current users in total who have registered on the online portal
Dimensions: Customer ID, Browser ID
Units: Number
Capture Period: 1 month
Value: Used to measure the usage of the online portal
Comments: Long-term total, updated monthly.
M-C-28
M-C-29
# Password Reminders
M-C-30
# Account Intrusions
Page 95 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-31
M-C-33
M-C-34
# Unique current users in total who have ever activated DSP Application
Dimensions: Customer ID, App Version, OS type
Units: Number
Capture Period: 1 month
Value: Used to measure the usage of the DSP application
Comments: Long-term total, updated monthly.
M-C-35
# Devices Lost
TM Forum 2015. All Rights Reserved.
Page 96 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-C-37
# Devices Stolen
# Devices stolen
Dimensions: Customer ID, Device ID
Units: Number
Capture Period: 1 month
Value: Measures the number and type of devices reported as stolen, or lost and subsequently
fraudulently used.
Comments: None
M-C-38
M-C-39
M-C-40
M-C-41
# Time to replace a SIM card, from initial request to successful activation of new card
Dimensions: Customer ID, Channel ID, SIM Card Type
Units: Minutes
Capture Period: 1 month
TM Forum 2015. All Rights Reserved.
Page 97 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
8.2.
M-E-2
# RMA Replacements
# RMA Replacements
Dimensions: Enterprise Customer ID
Units: Number
Capture Period: 1 month
Value: Measures performance of RMA for enterprise customers.
Comments: None
M-E-3
M-E-4
Page 98 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: %
Capture Period: 3 months
Value: Measures performance of Incident Resolution for enterprise customers.
Comments: The SLA cycle time may vary with enterprise customer
# Maintenance Notifications
M-E-8
# Maintenance notifications sent to enterprise customer which exceed the specified advanced
notice period
Dimensions: Enterprise Customer ID, Party performing maintenance {DSP, 3rd Party ID}
Units: Number
Capture Period: 1 month
Value: Measures performance of Maintenance Notification process for enterprise customers.
Comments: None
M-E-9
M-E-10
Enterprise Customer Response to How satisfied are you with the general support provided by
your Customer Service Manager?
Dimensions: Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
TM Forum 2015. All Rights Reserved.
Page 99 of 157
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-E-12
Enterprise Customer Response to How satisfied are you with the acute support provided by
your Customer Service Manager?
Dimension, Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 3 months
Value: This metric measures the customers satisfaction with the acute support of the
Customer Service Manager.
Comments: The capture period may be adjusted on a per-customer basis
M-E-13
Enterprise Customer Response to How satisfied are you with the proactive support provided
by your Customer Service Manager? For example, providing regular guidance on maximizing
your companys effective use of the services we provide.
Dimension, Enterprise Customer ID, CSM ID
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 3 months
Value: This metric measures the customers satisfaction with the proactive support of the
Customer Service Manager.
Comments: The capture period may be adjusted on a per-customer basis
M-E-14
M-E-14a
M-E-14b
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-E-17
M-E-18
M-E-19
# Service Requests due to be closed during the capture period to meet cycle time
Dimensions: Enterprise Customer ID, Service Request Type {Line Check, Cutover, Key
Event..}, First Month {Y/N}
Units: Number
Capture Period: 1 month
TM Forum 2015. All Rights Reserved.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-E-20
M-E-21
M-E-22
# Minutes to Complete Service Request, from Service Request
Opened to Service Request Completed
Time Service Request Completed Time Service Request Opened
Dimensions: Enterprise Customer ID, Service Request Type {Bill query, Service problem,
Service request, Security, Privacy }, Service Request Type {Line Check, Cutover, Key
Event..}, First Month {Y/N}
Units: Minutes
Capture Period: 1 month
Value: Used to measure the performance of Service Request handling
Comments: None
M-E-23
# Minutes to Close Service Request, from Service Request
Completed to Service Request Closed
Time Service Request Closed Time Service Request Completed
Dimensions: Enterprise Customer ID, Service Request Type {Line Check, Cutover, Key
Event..}, First Month {Y/N}
Units: Minutes
Capture Period: 1 month
Value: Used to measure the performance of Service Request handling
Comments: None
M-E-24
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-E-25
M-E-26
# Service Requests Closed Within Cycle Time/ # Service Requests Due Closure
Dimensions: Service Request Type {Line Check, Cutover, Key Event..}, First Month {Y/N}
Units: %
Capture Period: 1 month
Value: Used to measure the performance of Service Request handling
Comments: None
M-E-27
M-E-28
M-E-29
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
8.3.
Functional Metrics
M-F-1a
# Channels
# channels over which the DSP can interact with the end-user
Dimensions: Channel Type
Units: Number
Capture Period: 3 months
Value: Used to evaluate over how many channels each service is available to the customer
Comments: None
M-F-1b
M-F-2
M-F-2a
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-F-3
Sample Customer Survey Response to How satisfied are you with the support provided by
our Support Hotline when seeking to change your service or profile?
Dimensions: Survey ID, Customer ID, Product ID, Service Plan ID, Activity Type {User Detail
Update, Service Plan Change.}, First Month {Y/N}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the assistance provided by the Support
Hotline when requesting service/profile changes
Comments: None
M-F-4
Sample Customer Survey Response to How satisfied are you with the support provided by
our Support Hotline when seeking help with a problem?
Dimensions: Survey ID, Customer ID, Product ID, Service Plan ID, Incident Type, First Month
{Y/N}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the assistance provided by the Support
Hotline when seeking help with a problem
Comments: None
M-F-5
Sample Customer Survey Response to How satisfied are you with the support provided by
our Customer Service Center when seeking to change your service or profile?
Dimensions: Survey ID, Customer ID, Product ID, Service Plan ID, Service Center ID, Activity
Type {User Detail Update, Service Plan Change.}, First Month {Y/N}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the assistance provided by the Customer
Service Center when requesting service/profile changes
Comments: None
M-F-6
Sample Customer Survey Response to How satisfied are you with the support provided by
our Customer Service Center when seeking help with a problem?
Dimensions: Survey ID, Customer ID, Product ID, Service Plan ID, Service Center ID, Incident
Type, First Month {Y/N}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the assistance provided by the Customer
Service Center when seeking help with a problem.
Comments: None
M-F-7
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Sample Customer Survey Response to How satisfied are you with our Online Channel when
seeking to change your service or profile?
Dimensions: Survey ID, Customer ID, Product ID, Service Plan ID, Online Channel Type,
Activity Type {User Detail Update, Service Plan Change.}, First Month {Y/N}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of using the Online Channel for
service/profile changes.
Comments: None
M-F-8
Sample Customer Survey Response to How satisfied are you with our Online Channel when
seeking help with a problem?
Dimensions: Survey ID, Customer ID, Product ID, Service Plan ID, Online Channel Type,
Incident Type, First Month {Y/N}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of using the Online Channel to seek help
with a problem.
Comments: None
Sample Customer Survey Response to How satisfied were you with attribute x of the support
provided by our Customer Service Representative?
Dimensions: Survey ID, Customer ID, CSR ID, Attribute {Speed, Courtesy, Knowledge,
Effectiveness}, First Month {Y/N}
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the perceived experience of the customer service representatives
performance at providing support.
Comments: None
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: %
Capture Period: 1 month
Value: Used to measure the useful of Web Site information pages
Comments: For each Web Page which provides information, answers FAQs etc. add a simple
e-poll asking the user to select Very Helpful, Somewhat Helpful, Unhelpful about the
information provided.
M-F-11
M-F-12
Sample Customer Survey Response to How satisfied are you with the amount of information
provided on our Web Site?
Dimensions: Survey ID, Customer ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the customers view of the adequacy of the Web Site content for selfhelp.
Comments: This score is applicable across the Customer Experience Lifecycle.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Sample Customer Survey Response to Our smartphone application is effective and easy to
use
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the user experience of the SPs smartphone application
Comments: None
M-F-13a
M-F-13b
# DSP Smartphone Application Users Active/# DSP Smartphone Application Users -Total
Dimensions: Customer ID, App Version, OS type
Units: %
Capture Period: 1 month
Value: Used to measure the usage/usability of the DSP application
Comments: 3 month rolling window, updated monthly. A low value may indicate usability
problems or limited usefulness of the application.
M-F-13c
M-F-13d
M-F-13e
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: Number
Capture Period: 1 month
Value: Used to measure the usage/usability of the DSP application
Comments: None
M-F-13f
# distinct users who have used the DSP Smartphone Application at least once during the
preceding 3 months
Dimensions: Customer ID, App Version, OS type
Units: Number
Capture Period: 1 month
Value: Used to measure the usage/usability of the DSP application
Comments: None
M-F-14a
M-F-14b
M-F-15
Sum (Time connected to support staff -Time contact originated )/# Contacts Successful
Dimensions: Channel Type, Customer ID
Units: Seconds
Capture Period: 1 month
Value: Used to measure the performance of support channels
TM Forum 2015. All Rights Reserved.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: This includes time spent navigating any IVR system plus any subsequent queuing
time. Includes calls to the sales hotline (making I-F-4 redundant).
M-F-16
M-F-16a
M-F-16b
M-F-17
M-F-17a
M-F-17b
% Contacts Successful
TM Forum 2015. All Rights Reserved.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-F-18
SUM (Time Contact Ended Time Contact with Customer Support Representative Started)/#
Contacts Successful
Dimensions: Channel Type
Units: Seconds
Capture Period: 1 month
Value: Used to measure the performance of support channels
Comments: None
M-F-19
M-F-19a
M-F-19b
% Contact Transfers
M-F-19c
% Repeat Contacts
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
M-F-21
M-F-22
M-F-23
M-F-24
M-F-24a
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: Minutes
Capture Period: 1 month
Value: Used to measure efficiency of SIM deactivation process in cases of theft
Comments: None
M-F-26
M-F-27
M-F-27a
M-F-27b
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: Percent
Capture Period: 1 month
Value: Used to measure the performance of Incident resolution
Comments: None
M-F-27c
M-F-28
M-F-29
M-F-31
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
M-F-32
M-F-33
M-F-35
M-F-36
Sample Customer Survey Response to Our online portal is effective and easy to use
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the user experience of the online portal
TM Forum 2015. All Rights Reserved.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
# Top-Ups
# Successful Top-Ups
Dimensions: Customer ID, Channel Type, Channel ID, Payment Type {Cash, Voucher, Credit
Card.} Time, Top-Up Amount
Units: Number
Capture Period: 1 day
Value: Used to measure the top-up behavior of the customer
Comments: None
P-C-2
# Top-Up Attempts
# Top-Up Attempts
Dimensions: Customer ID, Channel Type, Channel ID, Payment Type {Cash, Voucher, Credit
Card.}
Units: Number
Capture Period: 1 day
Value: Used to measure the Top-Up success rate.
Comments: None
P-C-3
% Top-Up Success
P-C-3a
# Seconds Top-Up
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
# Customers with a low non-zero balance (of credit, voice or data allowance)
Dimensions: Customer ID, Balance Type {Credit, Voice Minutes, Data Allowance.}
Units: Number
Capture Period: 1 day
Value: Used to identify customers with a low balance for marketing purposes.
Comments: The low balance threshold may be set by the Marketing function
P-C-4a
P-C-5
# Bills Issued
P-C-7
% Bills Queried
P-C-8
# Bills Incorrect
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: Number
Capture Period: 1 month
Value: Used to measure experience of billing function
Comments: None
P-C-9
% Bills Incorrect
P-C-10
# Bill Payments
P-C-11
P-C-12
P-C-13
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
9.2.
P-E-2
Enterprise Customer Response to The billing statement you receive is clear and easy to
understand
Dimensions: Enterprise Customer ID, Bill type
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 year
Value: Used to measure the experience of billing
Comments: None
P-E-4
Enterprise Customer Response to The billing statement you receive fully meets your
requirements
Dimensions: Enterprise Customer ID, Bill Type
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 year
Value: Used to measure the experience of billing
Comments: None
P-E-5
Enterprise Customer Response to How does the quality of the billing statement you receive
from us compare with that from competitor x?
Dimensions: Enterprise Customer ID, Competitor ID
TM Forum 2015. All Rights Reserved.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
# Dunning Requests
P-E-7
P-E-8
# Payment Queries
P-E-10
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
P-E-11
Enterprise Customer Response to Your monthly charge represents good value for the
services you receive
Dimensions: Enterprise Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 3 months
Value: Used to assess the customers perception of the value for money of the services
received.
Comments: None
P-E-13
Enterprise Customer Response to How does the value for money you receive from us
compare with competitor x?
Dimensions: Enterprise Customer ID, Competitor ID
Units: 6 (Far better) 1 (Far worse)
Capture Period: 3 months
Value: Competitive benchmark. Used to asses perceived relative value for money against
competitors.
Comments: None
9.3.
Functional Metrics
P-F-1a
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
P-F-2
P-F-2a
# Top-Up Channels
# Top-Up Channels
Dimensions: Channel Type
Units: Number
Capture Period: 3 months
P-F-3
P-F-4
P-F-4a
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: None
Sample Customer Survey Response to How satisfied are you with the ease and convenience
of topping up your account?
Dimensions: Survey ID, Customer ID
Units: 6 (Very Satisfied) 1 (Very Dissatisfied)
Capture Period: 1 month
Value: Used to measure the customers view of the top-up process.
Comments: None
# Bills Dispatched
P-F-7
P-F-8
P-F-9
P-F-10
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Sample Customer Survey Response to The billing statement you receive is clear and easy to
understand
Dimensions: Survey ID, Customer ID, Bill Type
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the experience of billing
Comments: None
P-F-12
Sample Customer Response to The billing statement you receive fully meets your
requirements
Dimensions: Survey ID, Customer ID, Bill Type
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to measure the experience of billing
Comments: None
Sample Customer Survey Response to Your monthly charge represents good value for the
services you receive
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 1 month
Value: Used to assess the customers perception of the value for money of the services
received.
Comments: None
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
# Renew Orders
RN-C-2
RN-C-3
# Customers Renewing
RN-C-4
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
RN-C-5
RN-C-6
# Customers Renewing Up
RN-C-7
% Customers Renewing Up
RN-C-8
RN-C-9
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Customer ID, Product ID, Service Plan ID, Channel Type, Channel ID, Incentive
ID
Units: %
Capture Period: 1 week
Value: Used to evaluate the popularity of targeted real-time offers
Comments: None
10.2.
RN-E-2
# Successful Service Activations for renewing customers completed within the SLA timescale
Dimensions: Enterprise Customer ID, Service Plan ID, Region ID
Units: Number
Capture Period: 1 month
Value: Used to measure efficiency of Service Activation process during renewal.
Comments: None
RN-E-3
Enterprise Customer Response to Our Customer Service Manager approached your contract
renewal at the right time
Dimensions: Enterprise Customer ID, Customer Service Manager ID,
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 3 months
TM Forum 2015. All Rights Reserved.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Value: Used to assess the timelines of the contract renewal process from the enterprise
customers perspective.
Comments: none
RN-E-5
Enterprise Customer Response to How satisfied are you with the contract renewal process
Dimensions: Enterprise Customer ID, Customer Service Manager ID,
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 3 months
Value: Used to assess the enterprise customers satisfaction with the contract renewal
process.
Comments: none
10.3.
Functional Metrics
RN-F-1a
# Renew Channels
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
RN-F-4
# Minutes per Service Activation (Renewal), from Request to
Activation
Sum (Time of Activation (Renewal) Time of Request(Renewal))/# Service Activations
(Renewal) Successful
Dimensions: Service Plan ID, Region ID, Channel Type, Channel ID
Units: Minutes
Capture Period: 1 month
Value: Used to measure efficiency of Service Activation process during renewal.
Comments: None
RN-F-5
RN-F-6
Sample Customer Survey Response to How satisfied are you with the service renewal
process
Dimensions: Survey ID, Customer ID, Channel Type, Product ID, Service Plan ID
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 3 months
Value: Used to assess customer satisfaction with the service renewal process.
Comments: none
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
11.1.1. Loyalty
RC-C-1
RC-C-2
% Renew Rate
RC-C-3
# Referrals
RC-C-5
# Referrals Successful
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: Number
Capture Period: 1 month
Value: Used to measure the effectiveness of referral promotions.
Comments: This is pegged whenever a new referred customer makes a qualifying purchase.
RC-C-6
% Referrals Successful
RC-C-7
RC-C-8
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Customer ID, Social Network ID, Region ID, DSLAM ID, Product ID, Service Plan
ID, Referenced Channel Type, Comment Type {Star Rating, Like, Verbatim..}, Cause
{Customer Care, Network Data, Network Voice, Feature}
Units: Number
Capture Period: 1 Hour
Value: Used to evaluate customer sentiment. The referenced channel type is used to identify
which channels are most impacting sentiment.
Comments: Must be objectively assessed. Ideally captured every hour and can then be
aggregated over longer periods.
11.2.
11.2.1. Loyalty
RC-E-1
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
RC-E-2
RC-E-3
Enterprise Customer Response to Our loyalty program encourages you to continue to use our
products and services
Dimensions: Enterprise Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 6 months
Value: Evaluate enterprise customer opinion of loyalty program
Comments: None
11.3.
Functional Metrics
11.3.1. Loyalty
RC-F-1
NPS Relational
RC-F-2
NPS Transactional
RC-F-3
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
RC-F-4
RC-F-5
RC-F-6
RC-F-7
RC-F-9
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
RC-F-10
RC-F-11
Sample Customer Survey Response to Our loyalty program encourages you to continue to
use our products and services
Dimensions: Survey ID, Customer ID, Loyalty Program ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 6 months
Value: Evaluate customer opinion of loyalty program
Comments: None
% Customers Referred
RC-F-13
Sample Customer Survey Response to Our referral program encourages you to refer our
products and services to your friends and family
Dimensions: Survey ID, Customer ID
Units: 6 (Strongly Agree) - 1 (Strongly Disagree)
Capture Period: 6 months
Value: Evaluate customer opinion of referral program
Comments: None
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Social Network ID, Region ID, DSLAM ID, Product ID, Service Plan ID
Units: %
Capture Period: 1 Hour
Value: Used to evaluate customer sentiment
Comments: Must be objectively assessed. Ideally captured every hour.
RC-F-15
RC-F-16
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Per-Customer Metrics
# Customers Dormant
L-C-2
% Customers Dormant
L-C-3
L-C-4
# Customers Retained
L-C-5
% Customers Retained
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Dimensions: Channel Type, Channel ID, CSR ID, Incentive ID, DSLAM ID
Units: %
Capture Period: 1 month
Value: Used to measure the success rate of persuading customers to stay.
Comments: None
L-C-6
# Customers Terminated
L-C-7
L-C-8
# Customers Leaving
L-C-10
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
L-C-12
L-C-12a
L-C-12b
L-C-13
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
# PAC Requests
L-C-15
# PACs Issued
# PACs issued
Dimensions: Customer ID, Channel Type, New Service Provider ID
Units: Number
Capture Period: 1 month
Value: Used to measure MNP process performance and likelihood to churn
Comments: New service provider ID may not be known
L-C-16
L-C-17
L-C-18
# NPRs/PACs Received
Dimensions: Customer ID, New Service Provider ID, Method Type {NPR, PAC}
Units: Number
Capture Period: 1 month
Value: Used to measure MNP process performance
Comments: None
L-C-19
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
L-C-19a
L-C-20
L-C-21
SUM (Time of Port Completion - Time of NPR/Issued PAC Received)/ # Outgoing Porting
Attempted
Dimensions: Customer ID, New Service Provider ID
Units: Minutes
Capture Period: 1 month
Value: Used to measure MNP process performance
Comments: None
L-C-22
L-C-23
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
12.2.
L-E-2
L-E-3
L-E-5
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
L-E-6
Enterprise Customer Response to How satisfied are you with the leaving process
Dimensions: Enterprise Customer ID, Customer Service Manager ID,
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 3 months
Value: Used to assess the enterprise customers satisfaction with the leaving process.
Comments: none
12.3.
Functional Metrics
12.3.1. Churn
L-F-1
% Customers Leaving
L-F-2
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Units: %
Capture Period: 3 months
Value: Competitive Benchmark. Relative number of channels over which to leave the service.
Comments: None
L-F-3a
# Leaving Channels
L-F-5
L-F-6
L-F-7
Sample Customer Survey Response to How satisfied are you with the leaving process
Dimensions: Survey ID, Customer ID
Units: 6 (Very Satisfied) - 1 (Very Dissatisfied)
Capture Period: 3 months
Value: Used to assess the customers satisfaction with the leaving process.
TM Forum 2015. All Rights Reserved.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Comments: none
L-F-9
L-F-10
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Date Modified
Modified by:
Description of changes
0.1
13-Aug-12
Colm Costelloe,
First Draft
Wei Dong
1.0
4-Oct-2012
Mary Amalfitano
1.1
8-Nov-12
Alicja Kawecki
1.2
21-Aug-13
Alicja Kawecki
Updated to reflect TM
Forum Approved status
1.3.0
20/Jun/13
Jonathan Hopkinson
Initial Draft
1.3.1
25/Jul/13
Jonathan Hopkinson
1.3.2
23/Aug/13
Jonathan Hopkinson
1.3.3
10/Sep/13
Jonathan Hopkinson
Survey-based metrics
added. Multiple format
improvements.
1.4.0
20/Sep/13
Jonathan Hopkinson
1.4.1
27/Sep/13
Jonathan Hopkinson
Editorial Corrections.
Updated Terms and
Abbreviations.
1.5.0
29/Sep/13
Jonathan Hopkinson
1.5.1
9/Oct/13
Alicja Kawecki
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
10/Oct/13
Jonathan Hopkinson
Corrected corruption of
figure 1 of Appendix 1.
Minor update to
Introduction to reflect new
Appendix structure.
1.6.0
9/Feb/14
Jonathan Hopkinson
1.7.0
31/Mar/14
Jonathan Hopkinson
Content Completed. 45
new metrics added,
including items to measure
file downloads, perceived
trust and security. Ready
for Team Review
1.8.0
18/Apr/14
Jonathan Hopkinson
1.8.1
29/Apr/14
Alicja Kawecki
2.1.0
21/Oct/14
Jonathan Hopkinson
2.2.0
31/Oct/14
Jonathan Hopkinson
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
2.2.1
25/Nov/14
Alicja Kawecki
2.5.0
25/Apr/15
Jonathan Hopkinson
2.5.1
30/Apr/15
Jonathan Hopkinson
2.5.2
07/May/15
Alicja Kawecki
2.5.3
17/Dec/15
Alicja Kawecki
Date Modified
Modified by:
Description of
changes
1.0
4/Oct/12
Mary Amalfitano
First Release
1.5
29/Sep/13
Jonathan Hopkinson
Revised and
expanded to include
metrics covering the
full Customer
Experience Lifecycle
2.0
18/Apr/14
Jonathan Hopkinson
53 new metrics
added. Bugs
corrected. New
dimensions added to
many metrics.
2.2.1
25/Nov/14
Jonathan Hopkinson
61 new metrics
added. Many new
dimensions added,
and a high number of
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
corrections,
clarifications and
consistency
improvements.
TBD
TBD/15
Jonathan Hopkinson
41 new metrics
added, mainly
focused on fixed-line
services. Plus a
number of corrections,
clarifications and
consistency
improvements.
Team Member
Representative
Jonathan Hopkinson
Director
Jonathan.hopkinson@huawei.com
Phone: +86 188 2525 1854
Fax:
Acknowledgments
This document was prepared by members of the TM Forum Customer Experience
Management team.
Editors for Current Version:
o
o
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
1. KQI Determination
The first stage (L3) is the determination of service-level KQIs (and KPIs). These may
be built up using equations of the form: = ,
For the calculations defined here, the Touch Point KQI scores should be calibrated to
ensure maximum alignment with the users subjective feeling.
One possible method is to take objective and subjective data from a sample of users
and from this develop linear and/or non-linear mapping functions. These can then be
applied to the wider population. See Figure 2.
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
A general equation to generate the KQI score for a particular Touch Point then
becomes:-
= ( , )
= ( , )
= ( )
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
Definition
TMF
TMF
Channel
Industry Term
Abbreviation/
Acronym Spelled
Out
Definition
TMF or External
Source
CSM
Customer Service
Manager
FSR
Field Service
Lifecycle Metrics
Customer Experience Management Solution Suite R15.0.1
CSR
Representative
Customer Support
Representative