Blog

2024 Kickstart: Our Top Resources for Business Impact

Revisiting our Most Valuable Tech Advice and Insights from 2023

AI has been a major focus over the last year, and more is still to come!

Bringing Intentionality to AI: Why today’s design methods fall shorts for LLMs and what to do instead
In this on-demand webinar, Executive Experience Director Tyler Klein challenges conventional approaches to user-centered design and explains why they fall short in Generative AI experiences. He instead proposes a new model for the design of emergent experiences.

Training Artificial Intelligence with Real Heart: Legitimize, Confirm, Reinforce
In this blog post, Client Strategy Analyst DJ Moody explores the challenges of designing AI chatbots. Drawing on lessons from the intersection of the sciences and the humanities, DJ shares three principles for training artificial intelligence to deliver personalized customer experiences.

Summoning the Ghost in the Machine: Intro to Prompt Engineering and Design
Watch this presentation to learn about prompt engineering, where creativity and ingenuity converge with cutting-edge AI technology to produce mind-blowing outcomes. Prompt engineering is a dynamic and rapidly growing product role that’s accessible to everyone, regardless of your technical background.

Unlocking AI’s Human Potential: Human First, Tech Second
This virtual summit on unlocking AI’s human potential featured our CEO Tracey Zimmerman and Executive Experience Director Tyler Klein together with guest speakers from Ingram Micro, Arizona State University, and Slack.

Our CEO shared her thoughts on the technology and business landscape.

CEO Report: Maximizing Impact and Future-Proofing Your Business in an Ever-Changing World
In the first of her blog post series, Tracey Zimmerman shares what she’s hearing and seeing in the marketplace, including the top factors influencing decisions and areas with the biggest opportunity for organizational impact.

From Chaos to Clarity: The Journey to Modernization
Join Tracey for a dive into digital modernization. Get tips on how to unify fragmented data and unlock hidden insights, to increase flexibility by addressing aging infrastructure, and prepare for the future by expanding interconnectivity in your systems.

Employee Efficiency Accelerators: The Power of Empathy, Automation, and AI
Where should you focus your efforts to boost efficiency? Tracey suggests looking to employee experience design, self-service tools, automation, and AI-human partnership. Most of all, approach every initiative with empathy and consideration for your team members. 

How to Win Big with Your Customer Experience
Explore how to create holistic, personalized experiences built around your customer journeys and preferences. Here, you’ll learn lessons on building brand loyalty, engagement, and community.

As you keep working to create forward-looking, innovative technologies and organizations, these insights can help.

A Mobile Prediction Guide for 2024
This blog post from our Mobile Practice Lead Quinn Thomson examines the current stage and future evolution of the three most common uses of mobile apps.

5-Step Guide to De-Risking Innovation for Maximum ROI and Impact
Do your new ideas stall out because of organizational risk aversion? This ebook can help you go from idea to impact faster than ever before.

The Art of the Possible with Brad Fagan
During this podcast episode, Executive Creative Director Brad Fagan shares strategies and techniques for uncovering new ideas and defining your strategic and product vision.

A Practical Guide to Planning and Prioritizing Your Tech Investments
Are you torn between warring priorities and stakeholders with differing opinions? If so then this step-by-step guide to planning and prioritizing tech investments will get you refocused on your strategic objectives.

Change Management – Creating A Culture of Innovation
In this webinar, two Client Strategy Analysts discuss how to apply change management to support individual innovations and ultimately create a culture where innovation and change are the norm.

Reimagining Your Customer and User Journeys: 10 Essential Tools
If you know your customer journey is lacking but you’re not sure where to start, how to achieve your goals, or test your theories, this ebook reviews which tools can address your needs.

Want our thoughts on another technology or design topic? Get in touch – we’d love to chat!

Robots & Pencils CEO Tracey Zimmerman Shares Career Insights on Podcast Episode

Focus on Talent Podcast Interviews President & CEO Tracey Zimmerman

Tracey Zimmerman, President & CEO, Robots & Pencils
Tracey Zimmerman, President & CEO, Robots & Pencils

The December episode of the Bells Falls Search Focus on Talent podcast featured a conversation with Tracey Zimmerman, President and CEO at Robots & Pencils.

In this episode, Zimmerman discusses her winding career path, underlaid by an interest in technology and helping others. The journey includes nursing classes, teaching herself to code, and working in education before becoming CEO at Robots & Pencils. For those unfamiliar with the digital transformation firm, Zimmerman introduces its basis in blending the sciences and the humanities.

Reflecting on her professional growth, Zimmerman discusses how persistence, curiosity, and mentorship has helped her achieve success. Additionally, she shares how she strives to always offer value to others before asking anything from them. For job seekers and current professionals, Tracey also advises understanding and focusing on how your role impacts the company’s strategic goals and overall performance.

Zimmerman was interviewed by Ron Laneve. Laneve is the founder and managing partner of the Bell Falls Search recruiting agency.

Catch the full episode here!

A Mobile Prediction Guide for 2024

3 Types of Mobile Apps and My Predictions for their Future

By Quinn Thomson, Mobile Practice Lead

Mobile apps aren’t just about user convenience – they are catalysts for digital innovation, driving shifts in how individual businesses and entire industries operate. Today, apps on tablets, smartphones, and wearables continue to revolutionize sectors from transportation to healthcare and unleash unparalleled disruption in their wake. If you have no other takeaways from this mobile prediction compilation, know this: there’s much more change to come!

Over nearly 10 years of developing mobile apps and as Mobile Practice Lead at Robots & Pencils, I’ve observed three primary paradigms for mobile apps and their features:

  1. Replacing paper
  2. Creating new experiences
  3. Bundling content

Of course, apps don’t always fall only under one paradigm. An app may combine two or all three paradigms. For this blog, however, I examine each paradigm’s current state and future separately.

Paradigm 1: Replacing Paper

Current State: Mobile apps simplify many tasks for employees and customers.

The longest-established paradigm, paper replacement is a low-hanging fruit for building an impactful mobile app. Moving from paper to digital is often step one of a digital transformation. When companies require employees or customers to review or fill out boatloads of forms and information, creating a paper replacement app is an obvious win. A laptop works sometimes, but phones and tablets facilitate much easier data entry and retrieval for people not in front of a desk.

While making a paper replacement app might sound straightforward, remember that factors like UX, project planning, and change management are critical to the success of every app. If you’re not thoughtful about app planning and design, you can still fail at making an effective paper replacement app.

CASE STUDY: See how our Tailboards app enabled utility and construction workers to finally stop carrying heavy, paper-filled binders and laptops to job sites.

Mobile Prediction: Slow-to-change industries will increasingly accept the need to digitize and find immense value in mobile.

Paper replacement apps aren’t cutting-edge, but many growing industries still rely on paper and other physical media. These fields are ripe for digital transformation. Digitizing their workflows will enable companies to increase efficiency, reduce costs, and significantly improve employee and customer experiences.

Mobile Prediction: SAAS solutions and white-label apps will gain popularity.

SaaS products that offer white-label solutions for paper replacement applications are becoming readily available. By choosing one of these products, organizations can quickly introduce a mobile app to employees or customers with little coding work required. These solutions provide a cost-effective, though less flexible, option for paper replacement use cases. For complex uses, custom development remains the better choice.

Paradigm 2: Creating New Experiences

Current State: Mobile has revolutionized everyday life with features we now take for granted.

Mobile apps offer the perfect opportunity for applying innovative and previously unheard-of means to engage users. Brands can deliver personalized and engaging experiences incorporating things like gamification strategies and location-specific messaging. Mobile hardware allows us to augment experiences using a camera, GPS, motion sensors, near-field communication (NFC), and much more. From ridesharing apps to fully mobile banking to digital wallets, mobile apps have brought about immense changes that touch many aspects of our lives.

CASE STUDY: Varo has broken down the walls of the brick-and-mortar banking with disruptive conversational interfaces and data-driven insights.

Mobile Prediction: Teams who know how to de-risk ideas will consistently push the boundaries of mobile.

Having an app or feature idea is great, but don’t skip straight to investing time and money in development. De-risking requires systematically iterating, testing, and experimenting. You need to find out if users actually want this feature and how to deliver it. What aspects are the most and least important? Will you see a strong return on investment, or should you prioritize a different idea instead? Challenge your assumptions about user needs and behaviors early and often. Testing novel ideas and collecting user feedback will help organizations create experiences that truly benefit and excite users.

Mobile Prediction: New technology and hardware will change how we use software in countless ways.

As ChatGPT continues to command everyone’s attention, generative AI is set to revolutionize the world of tech and beyond. This will particularly become evident when organizations combine generative AI with augmented reality, mixed reality, and spatial computing tools–which will also drive increased usage of voice interaction. Together, these technologies will unleash a flurry of unexpected opportunities for using mobile devices to engage with individuals, organizations, and the environment around us.

Paradigm 3: Bundling Content

Current State: Organizations are beginning to bundle content to support users overwhelmed with information and apps.

As increasing numbers of companies have launched mobile apps, users are experiencing app fatigue. They are burnt out and frustrated by hopping between apps and websites, each with a shard of the desired information. For example, college students must use different apps and websites to access course materials, registration information, schedules, financial aid details, and student groups. Employees are using numerous apps to track time, manage their paychecks, request time off, look up policies, and many more tasks. Juggling these tools gets old fast.

Bundling or integrating content has arisen as a solution. Industry best practices and consumer demand have led to APIs that bundler apps can connect to. Bundlers offer a primary user entry point and acquire content or information from providers. Apple TV users, for example, can add HBOmax, Showtime, Disney+, HULU, and other services so that they see all their favorite series on one watchlist.

CASE STUDY: Powered by Salesforce, Student Apps is empowering schools to reimagine the learner experience.

Mobile Prediction: Bundling and consolidation will be growing trends.

It’s early days for bundlers and providers, but I expect a lot of activity in this area. For bundlers to attract new users, they’ll need to get more providers on board. The more a bundler can simplify and streamline targeted user journeys and experiences, the better positioned they are to build a large and loyal base of users. The goal is to create one place for users to get all the tools and information they want. As bundlers seek to expand and grow, many will acquire the companies whose content they want. 

For providers, the key to growth will be to integrate with as many bundlers as possible. Having content accessible to bundlers is also an opportunity to bring increased attention and awareness to smaller-name content providers that might be overlooked on their own.

Want a deeper dive into the future of mobile?

Watch my on-demand webinar for more on these mobile predictions and download a shorter version of my deck for referencing anytime! You can also contact Robots & Pencils at hello@robotsandpencils.com or through our online form.

About the Author

Quinn Thompson Author Photo

Quinn Thomson has 16+ years of experience in software, a master’s in aerospace engineering, and a PhD in biomedical engineering. He’s worked in a variety of fields and with organizations from small start-ups to large enterprises. With his breadth of knowledge and passion for applied solutions, Quinn helps clients leverage technologies such as mobile development, numerical optimization, machine learning, and image processing. As Mobile Practice Lead, Quinn is a leader, mentor, and coach to our iOS and Android developers. In his spare time, he enjoys playing soccer, writing, and spending time with his family.

How a Slack App MVP is Informing Product Roadmap Decisions

Helping a Top 4 Professional Services Firm with MVP Slack App Design and Development

Have an idea for a new or improved offering? That’s a great place to be! But whether you want to build a new app, an AI-powered chatbot, or reimagined digital experience, there’s still a long road ahead and a lot of questions to ask. How do you know if that idea will work? How will you test it? When will you seek feedback? And how will you bring everyone else on board? Robots & Pencils supports clients at every stage of product design and development, including advising you on what ideas to test and how. Then, we help you get those ideas out into the world as minimum viable products (MVPs). By doing so, you can gather early feedback that will guide your future direction. Below, we share how we helped a major professional services firm test their idea with a Slack app MVP.

Recognizing the Power of Slack

One of the best things about Slack is its ability to bring together people, systems, and processes all in one place. If your organization uses Slack but doesn’t integrate other technology and workflows into the platform, you’re missing out on opportunities. Being able to interact with your systems right from Slack to get the information you need is a huge win. It benefits the employee experience and the entire organization by making work faster and more efficient.

Knowing the potential and promise of Slack, a top 4 professional services firm approached us with an idea. They wanted to give users of their Salesforce-based supplier lifecycle management solution access to the tool’s features inside Slack. This access, they hypothesized, would allow users to work more efficiently and effectively. Now, they wanted to build a Slack app MVP so that they could test the theory and demonstrate the benefits of integrating the two systems.

Creating a MVP Slack App to Test with Potential Customers

An experienced Slack services provider and longtime Slack partner, Robots & Pencils was well equipped to help our client. We provided expertise for the product strategy, UX/UI design, documentation, and development for the proof of concept Slack app. For this app, the team honed in on two important employee use cases: onboarding suppliers and collaborating on tracking issues.

In the resulting Slack MVP app, users can easily access and share new supplier details and onboarding statuses from Salesforce in Slack. Depending on their needs, users can share supplier info in channels or conversations. For issue tracking, our developers set up the integration so that new incidents added in Salesforce automatically post in Slack. As issues arise, users can discuss and collaborate on problems in real time. After an issue posts in the incident channel, users can also share it to other channels and conversations. Additionally, the Slack posts contain links that users can click on to see more details about the supplier or incident in Salesforce.

Robots & Pencils also assisted in configuring Slack and Salesforce to automate the app deployment process to the client’s internal AWS environment. Now, the client is demoing the MVP to customers and potential stakeholders to gauge interest in the app and its features. Already, the process has provided valuable insights for improving their product and refining their roadmap.

How to Get Started on Your Product Idea

If you’re ready to take the next steps on your product idea, Robots & Pencils is here to help. Early on, we’ll leverage stakeholder and user interviews combined with quantitative studies to uncover unmet needs and opportunities to innovate. In design and product vision workshops, we’ll align your team on goals, plans, and priorities. When you’re ready, we’ll partner with you to conduct technology and creative experiments to test the feasibility of your ideas and how they resonate with users. Of course, we also assist with agile product development, from designing and building products to measuring performance and learning in ways that power continual improvement and growth. Rounding it out, we deliver change management strategies and services that maximize business impact.

Want more information? Contact hello@robotsandpencils.com today!

Tailboards App Spotlight: Making Job Sites Safer

How Utility and Construction Companies Use our Tailboards App to Improve Safety and Reporting

When utility and construction companies want to streamline job-site safety meetings and help employees identify, document, and mitigate hazards, the Tailboards app from Robots & Pencils is a trusted tool.

An Opportunity to Improve the Worker Experience and Safety

Many electrical engineers, meter inspectors, construction employees, and other field workers face hazardous work sites daily. To ensure job safety and quality, field workers typically review risks and safety procedures in routine on-site meetings with their supervisors. Many organizations call these meetings tailboard meetings. Alternatively, some teams call them toolbox or tailgate talks.

Either way, these meetings require workers to carry and review heavy binders full of complex safety documentation. There is always a lot of information to cover! Employees also go through long, multi-page paper forms and checklists related to the job. Whenever a process changes, team leaders have to create, print, and distribute new forms and binders. In the unfortunate case that an incident occurs, management must sort through and review all of this paperwork. Basically, all of this paperwork becomes a big hassle.

After learning about these meetings and the extreme paperwork from a client, our team realized that moving these paper-based processes digital would be a huge win for organizations. A digital transformation would make work altogether safer and more efficient.

A Digital Solution for Hazard Mitigation and Reporting

Using insight and guidance from our clients, Robots & Pencils created an iPad app that eliminates the burden of physical paperwork and gives workers access to digital documents and workflows. The app is ideal for use by distributed managers, safety engineers, and other employees in ever-changing job site conditions.

Users can leverage the Tailboards app to review:

  • Required tasks and procedures
  • Job-specific safety forms and documentation
  • Assessments of potential hazards and threats
  • Relevant hazard mitigation techniques 

Field workers can easily complete and submit the necessary forms, including recording and reporting changes to hazard conditions. Form entries and submissions are automatically stamped with GPS location, date, and time, ensuring that documentation is never altered after an issue arises. 

For managers in particular, the app provides visibility into what’s happening in the field and what works remains. It also is a source of valuable data for analysis, reporting, and auditing–data that would be much slower and more difficult to access if it was on paper. Another benefit is the ease of updating safety processes or forms. No longer do companies have to worry about outdated forms or printing and distributing new documents. Instead, forms are updated instantly in the app and automatically distributed to all employees.

Driving Organizational Efficiency and Safety

As of 2023, the Tailboards app has been a valued industry tool for 10 years, with hundreds of daily users. By eliminating paper at tailboard meetings, companies have increased employee safety and efficiency, including reducing lost-time incidents. 

By streamlining hundreds of paper forms and documents into one mobile app, these organizations reduced manual errors and avoid the burden of completing and managing paper forms. If an issue does arise, workers can communicate quickly with management from remote sites, including via options previously unavailable like saving and sending video, pictures, and text descriptions of hazards in real time. The app also allows organizations to decrease their environmental impact and spending by drastically cutting the amount of paper printed.

Interested in Using the Tailboards App at Your Organization?

Robots & Pencils can customize and scale the Tailboards app for your unique job site and safety needs. We also offer a complete range of digital transformation services, including product ideation and strategy, design, development, change management consulting, and more. Contact us today at hello@robotsandpencils.com to start the conversation!

WITness Success: Reflections from a Women in Tech Event

What I Gained from WITness Success, a Salesforce Women in Tech event

by Danica Ríos, Client Strategy Analyst at Robots & Pencils

Attending the WITness Success Conference (a Salesforce Women in Tech event) earlier this year was nothing short of extraordinary. The event offered a tapestry of personal connections, newfound friendships, and an encounter with my favorite CEO that left me inspired and empowered.

I had the opportunity to establish more personal relationships than I could have ever imagined. The conversations flowed effortlessly. The shared passion for Salesforce created strong, instantaneous bonds. I believe these friendships formed through work and networking are more than just connections. They have the potential to be lifelines that sustain you through challenges. They can make you feel resilient in the face of uncertainty. 

Seeing so many successful women, especially in the tech world, at the WITness Success Conference was inspiring. From personal experience, I know that the connections we make and moments we share with others can leave lasting imprints on our lives. Watching the ripple effect of positivity, enthusiasm, and support at the conference reinforced this notion. Every individual has the power to uplift those around them!

Impactful Encounters

One of the most pivotal moments of the conference was meeting our CEO, Tracey Zimmerman, in person. A true force to be reckoned with, her presence exudes strength, determination, and a genuine commitment to our collective success. As she navigated the room with grace and purpose, I couldn’t help but feel a sense of admiration and respect for her leadership.

The words she spoke to me echoed in my mind, filling me with pride and validation. She identified me as a “hand raiser” – an individual who takes initiative, embraces learning, and embodies the spirit of growth within Salesforce. Hearing those words from someone I deeply admire was a testament to the impact of hard work and dedication.

Caption: Danica Ríos (lower left) and Robots & Pencils CEO Tracey Zimmerman (middle) pose with Charlie Issacs (left) and Corey Snow (right), members of the Salesforce community in town for Midwest Dreamin and WITness Success.

Looking back, I realize how far I have come in just two and a half years. From a recent graduate of the Talent Stacker program to a certified Salesforce Administrator, I have transformed my aspirations into reality. But it isn’t just my personal achievements I am proud of. I have found a company that resonates with my values. I have a team that feels like family. At Robots & Pencils, I discovered an environment where individuals come together to be more than just the sum of their parts. Tracey’s presence at the conference was a living reminder that great leadership is the driving force behind organizational growth and value.

Session Takeaways

I also found value in the sessions I attended. In particular, a panel of senior Salesforce professionals offered valuable advice on leveling up your career. Even just learning about their work experience and current roles helped me imagine what my career could look like 10 years from now. 

That panel also emphasized the importance of community involvement and mentoring. One lesson they emphatically shared was how mentors can learn as much from mentees as mentees learn from you! Moreover, they reminded us that every interaction matters in the workplace. Each time you talk with someone is an opportunity to contribute to improving communication and collaboration in your organization. Eventually, these interactions add up to create a positive atmosphere for all.

Closing Thoughts from WITness Success

As the conference drew to a close, I carried with me a heart full of gratitude, inspiration, and a renewed commitment to excellence. Witnessing success in its various forms – in the connections we forge, the friendships we cultivate, and the leadership that guides us – reaffirmed that this journey is about more than reaching milestones. Without doubt, it is also about embracing the profound impact we can have on each other’s lives, especially as women in tech. 

About Danica Ríos

Profile photo for Danica Ríos

Danica is a Client Strategy Analyst at Robots & Pencils. She is a Salesforce certified professional with expertise in product management, business analysis, and Salesforce administration. As a Trailblazer Mentorship Circle Mentor, Danica is proud to support the growth and development of fellow Salesforce professionals.

Constellation Research Names Robots & Pencils as a Global Leader in Digital Transformation Services

R&P Featured in the 2023 Constellation ShortList’s Digital Transformation Services: Global category

Robots & Pencils is proud to announce our inclusion on the Constellation ShortList in the Digital Transformation Services: Global category. 2023 marks the company’s fourth consecutive year of receiving this honor. The Constellation ShortList assists companies in their search for the technologies and support they need to realize their digital transformation goals. 

The ShortList’s Digital Transformation Services: Global category recognizes organizations that partner with companies to “reimagine business models, co-innovate and co-create future solutions” that can be deployed at scale. Organizations must work with clients across three or more continents to be featured. To identify the world’s top digital transformation firms, Constellation Research analysts evaluate over one hundred vendors, assessing client inquiries, partner conversations, customer references, vendor selection projects, market share, and internal research. 

Robots & Pencils was recognized in the Digital Transformation Services category for our proven track record of advising on best practices and delivering high-impact solutions. Analysts considered our work in areas such as:

  • Business strategy
  • Design thinking 
  • Innovative product and service delivery models
  • Technology strategy, road mapping, and execution
  • User experience
  • Innovation centers

With clients in education, financial services, consumer technology, and more, Robots & Pencils creates journey-driven products and experiences that provide exponential impact. Leveraging design and technology expertise, we build solutions that unlock data and insights, infuse intelligent automation, and accelerate product innovation amidst a rapidly changing industry and technology landscape.

The Constellation ShortList previously featured Robots & Pencils in the Digital Transformation Services (DTX): Global category in 2022, 2021, and 2020.

The Constellation ShortList is produced by Constellation Research. Constellation Research is a technology research and advisory firm known for delivering strategic guidance that helps companies transform their organizations through the early adoption of leading-edge technologies. 

To learn more about the services that Robots & Pencils offers, reach out to us today at hello@robotsandpencils.com.

Training Artificial Intelligence with Real Heart: Legitimize, Confirm, Reinforce

Insights for training AI chatbots

This post is written by DJ Moody, Client Strategy Analyst at Robots & Pencils, and inspired by a recent experience helping one of our clients with creating and training an AI chatbot.

“Alright listen, Sparky…”

My father tends to be laid-back. However, there are clear indicators when he’s getting frustrated. These are so predictable that the whole family knows when a customer experience goes awry. First, he refers to the person as “Buddy”. If the situation doesn’t improve, they soon become “Sport”. With each step down this path of names, the chances the agent will keep the business drop precipitously. The final moniker is “Sparky”. No one comes back from Sparky.

It’s a familiar experience. A customer service discussion goes poorly. We become frustrated. Eventually, if it’s bad enough, we decide to spend our money elsewhere. After those conversations, our opinion of the company changes. We blame the business.

In comparison, the same isn’t true with static content. If we can’t find an answer in an instruction manual, we get a little annoyed, but our view of the company rarely shifts. Yet when we talk with a person who doesn’t have the answer, frustration bleeds over into our impression of the company in a much different way. A human failing tells us the company failed. The company doesn’t care. Basically, the company is bad.

More rare, but more powerful, is the successful customer service conversation. The one where you feel heard afterward, where the other person takes time to understand your need and works to get it addressed. Even if you don’t get the answer you want, you gain a positive perspective on the company. The experience tells us the company is good; they put resources into their customers. They care about us. Reading helpful documentation doesn’t offer that same gut-level reaction.

It takes a person for something to feel personal. 

Chat-based AI attempts to mimic a conversation with a person. This brings with it many of the benefits of having a human involved. Markedly, it is an opportunity to show the customer you care and to develop a personal connection. This also opens up a lot of the dangers. It takes a person for something to feel personal, and we are creating a digital facsimile of a person. So the question becomes, how do we make our fake person seem genuinely caring?

Artificial intelligence, real heart

Experiences can be designed, whether on a website, in an app, or with a healthcare provider, sales professional, or customer service agent. The major difference between a digital product experience and a human experience is flexibility. The former we expect to be relatively static. It’s primarily up to us to find the right page or tool. The latter we expect to change based on our actions. If we’re angry we expect a person to show empathy and change their approach. We don’t expect an app to understand us; we do expect that of a person.

As with all programming, what you get from a chat experience depends on what you put into it. We tend to focus on training AI chatbots with the right data. Undoubtedly, we want them to have the correct answer to any question they might be asked. That might be enough if users interacted with them as they do a static resource. However, we want the benefits of AI accuracy and efficiency with the personal connection of human interaction. Just as the best human communicators have training in both information and interpersonal skills, we need to include the same when training AI.

3 takeaways for training AI chatbots from the intersection of science and the humanities

1. Legitimize the need.

Above all, we want customers to know we care. Like compassionate humans, our chatbots can show this care by simply acknowledging there is a need and a desire to help. We don’t have to promise we can solve the problem. At this point, we just need to make it clear we know there is one. If sentiment analysis is available, adding that detail is even better.

Standard – All businessBetter – legitimize the needBest – legitimize with sentiment analysis
What solution do you want?I understand that this is a problem for you and would like to help.I can see that you are frustrated and would like to help.

2. Confirm and clarify.

Great human communicators reflect back to the customer what they understand about a request and ask questions to clarify. Communication is messy and questions clean it up. Our bots need to do the same.

Standard – problem statementBetter – clarifying questionBest – confirm and clarify
I don’t understand.Can you clarify your question for me?I understand you want information about your widget. Can you tell me more about what you are trying to do?

3. Set and reinforce next steps.

One of the more frustrating parts of customer service, for both the consumer and agent, is when a solution is offered but missed steps cause it to fail. We can reduce this likelihood by summarizing the discussion, including all steps, before signing off.

Standard – problem statementBetter – restate the solutionBest – reinforce and confirm understanding
Thank you for your question.Thank you for your question. Remember, your next steps are to turn off the router, wait at least 10 seconds, and turn it back on again.I appreciate your inquiry. To recap, your next steps are to turn off the router, wait at least 10 seconds, and turn it back on again. This will reset the system and help you get back online.
Do you have any questions about those steps, or is there anything else I can help you with today?

Developing and training AI solutions for your customers

These are just a few of the many ways your AI solutions can reflect the care and compassion you have for your customers. In order to fully accomplish our goal of more human interactions between AI and customers, we must carefully consider each solution from all sides. Poor communication can make even the most well-informed agent–human or bot–seem cold and uncaring. Conversely, bad data means even the best-behaved agents will be useless. For truly effective agents, those who can increase both customer knowledge and sentiment, we need to live at the intersection of science and humanity. 

Every team developing a chatbot should include specialists in data science and AI as well as experts in communication, user experience, and customer care. In the case of Robots & Pencils, our Robots handle the code, our Pencils ensure an excellent experience, and our Ampersands bring it all together. To learn more about how Robots & Pencils helps organizations approach AI technology with a human-first approach, visit our AI & data science page or drop us a line at hello@robotsandpencils.com

Dreamforce 2023: 5 Game-Changing Highlights

Dreamforce 2023, the annual gathering of Salesforce enthusiasts, brought together tech innovators, business leaders, and industry experts to showcase the latest advancements in customer relationship management and technology. This year’s event was nothing short of exciting, with groundbreaking announcements and product launches.

“AI was the theme of Dreamforce ’23. Many of our conversations with customers at the event centered on how they could take meaningful steps to take advantage of the AI opportunity,” shared John Carton, our VP of Salesforce Growth.

“Marc Benioff reinforced that Slack is ‘going to be the promise of AI for a lot of our most important customers.’ At Robots & Pencils, we feel that Slack is the perfect spot for customers to experiment and prove out AI use cases for your organization,” John added.

In this post, we outline five key takeaways from Dreamforce 2023 that are set to revolutionize the way businesses operate and interact with their customers.

Our Top 5 Dreamforce 2023 Highlights

1. Meet Einstein Copilot: Your New AI Partner in Productivity

One of the most remarkable highlights of Dreamforce 2023 was the introduction of Einstein Copilot. This AI-driven assistant is designed to revolutionize how users handle tasks including email composition, meeting coordination, and CRM data management. What sets Einstein Copilot apart is its focus on trust and safety. Salesforce has integrated the Einstein Trust Layer to ensure that AI can be a trusted partner. By avoiding toxicity and hallucinations, Salesforce is prioritizing responsible AI usage, making it a safer and more reliable resource.

2. Data Cloud’s Power Boost: Governance, Privacy, and Security for Free

Salesforce’s Data Cloud is expanding its functionality, particularly in data governance, privacy, and security. This development is significant as data is at the heart of modern business operations. What’s even more exciting is that certain licenses, such as Sales and Service Cloud, Enterprise, and Unlimited licenses, can access these enhanced capabilities for free. With Data Cloud licenses for up to 10,000 profiles, Salesforce is empowering organizations to take control of their data and leverage it for informed decision-making.

Additionally, Salesforce is offering two free Tableau Creator licenses, making it easier for businesses to harness the power of data analytics. Tableau is a dynamic data analytics product that leverages the capabilities of AI to not only crunch numbers but also generate insights. Tableau Pulse anticipates users’ questions, making data-driven decision-making more intuitive than ever before. By posing questions users might not have considered, Tableau can unveil hidden opportunities and challenges within your data. With Tableau Pulse in your toolkit, data is your greatest asset and insights are your guiding light.

3. Sustainability Cloud: Measuring and Mitigating Environmental Impact

In an era when sustainability is a global imperative, Salesforce unveiled its Sustainability Cloud at Dreamforce 2023. This innovative platform can assist companies in quantifying and mitigating ecological footprints. This tool enables businesses to track, measure, and reduce their carbon emissions, water consumption, and waste production. By integrating sustainability into their operations, companies can demonstrate a commitment to responsible business practices, enhance their brand image, and contribute to a more sustainable future.

4. Salesforce and Google Cloud: Supercharging AI Innovation

Dreamforce 2023 also brought exciting news of a strategic collaboration between Salesforce and Google Cloud. These two tech giants are joining forces to expedite the advancement of AI-driven applications. This partnership holds the promise of enhanced AI capabilities, better data integration, and improved cloud services. With Salesforce’s expertise in CRM and Google Cloud’s prowess in AI and cloud computing, businesses can look forward to more innovative solutions that streamline operations and deliver enhanced customer experiences.

5. Automate Your Success with Data Cloud-Triggered Flow

Last but not least, Dreamforce 2023 introduced a game-changing feature for Salesforce users: Data Cloud-Triggered Flow. This feature enables users to create automated workflows triggered by data events within the Data Cloud. Now businesses can set up tailored, real-time responses to specific data changes, enhancing their agility and efficiency. Whether it’s updating customer profiles, triggering marketing campaigns, or managing inventory, Data Cloud-Triggered Flow empowers organizations to automate critical processes and respond to changing data conditions swiftly.

What These Innovations Mean for Organizations and Industries

The unveiling of these new products and integrations at Dreamforce 2023 holds immense potential for Salesforce customers. Take, for instance, the impact of Salesforce Data Cloud. For any company managing multiple Salesforce instances and ‘data lakes,’ Salesforce Data Cloud can be a powerful ally. It enables seamlessly consolidating data from various sources, including third-party platforms like AWS. With the added advantage of data cleansing, deduplication tools, and AI-powered data analysis, companies can harness the true potential of their data. They can identify emerging trends, make more informed decisions, and ultimately, transform the way they operate.

Dreamforce 2023 showcased Salesforce’s commitment to innovation, sustainability, and responsible AI usage. All the above takeaways are poised to transform the way businesses operate and engage with their customers. Salesforce is not only keeping pace with industry trends but leading the way in shaping the future of CRM and technology. Businesses that embrace these innovations will be better equipped to navigate the evolving landscape and stay ahead of the competition.

Want to level up how your organization uses Salesforce?

Robots & Pencils helps clients leverage data and insights plus intelligent automation to get the most out of their Salesforce investment. Send us a note at hello@robotsandpencils.com to learn more.

How to Win Big with Your Customer Experience

It’s all about the customer journey!

In a world where customers are demanding value for every penny and the economy is challenging to say the least (recession? best job market ever? both?!), your edge isn’t just in top-notch products or services. It’s in unforgettable experiences that turn heads and open wallets. Remember this: In today’s fierce market, leading with customer experience isn’t just a good strategy; it’s the golden rule.

Schools, stores, banks, name any type of business — targeted, personalized experiences are central to the success of every online, in-person, or hybrid offering. And personalization can’t happen without truly knowing your customers and users. You have to start with understanding their journeys. Examine everything from their vital tasks, preferences, and pain points to their moments of happiness and delight. Effective personalization and engagement is impossible if you don’t know what your customers are doing or how to meet their needs as they move throughout each day.

To increase engagement, start with…

Providing a holistic journey-driven customer experience

As you look to differentiate your brand, widen your view to consider the whole user journey associated with your offering. You may find overlooked opportunities early or late in the life cycle. At these touchpoints, you may be able to do more to build ongoing (perhaps even lifelong) engagement and advocacy.

To create a stand-out customer experience, some organizations are integrating with other services, offerings, and products — even those from outside organizations. For example, I appreciate that my favorite hotel chain has updated their app so that in addition to accessing hotel services, I can use their app to find nearby restaurants, book a reservation, and schedule an Uber pick-up to get them there. Is it that hard to copy and paste into the Uber app? Of course not. But, when on the go, these little conveniences inspire disproportionate gratitude and brand loyalty. Financial transactions are another place I see companies use this tactic, offering products that enable easy options like buy now, pay later at the point of purchase.

As you work to create holistic, frictionless user journeys, team and departmental silos inside of organizations often slow change makers like you down. Beyond trying to break down those barriers, you can also look to build (or buy) a digital experience layer that wraps around organizational silos and their disparate systems, such as providing single sign on and a consistent but personalized customer experience.

Adapting to new customer preferences

Everywhere I look, customer preferences and expectations are evolving. Chief among these changes is that customers expect products and services to be accessible whenever and wherever they want them. This goes beyond simple mobile and digital offerings. “Buy online, pick up in store” has become table stakes. Now, the point of purchase / point of sale is moving towards the customer’s house, whether through virtual consultations and support, Uber eats delivery, or in-home health care concierge services.

I’m also seeing growing demand from consumers to manage their own relationships with businesses and schools. In many ways, increasing self-service can be a win for all. Customers get what they want, and organizations can cut IVR/customer support costs and free up staff to focus on higher-level problems.

Personalizing products and services

As mentioned earlier, one-size-fits-all products and services no longer cut it in education, retail, healthcare, or anywhere. Customers seek unique products and personalized offerings. Of course, you’ll need to balance new feature development with cost. The choices you make here must be driven by the customer. Increasing personalization usually also requires selecting and investing in new (often automated and/or intelligent) technologies and configuration tools. This in turn requires developing and launching new policies. To ensure they’re maximizing and accelerating ROI, many organizations are looking to outside technology consultants and change management experts like my team at Robots & Pencils for guidance on these strategic decisions.

Strengthening relationships through content & communication

Outstanding content and timely communications are another way to build brand loyalty, engagement, and community. The first step in creating this content is understanding what info users need. You also want to get clear on when and how to present it during their journey to catch their attention. The final part is figuring out how to deliver this content at scale while maintaining personalization and localization. Automation and data and system integration will be a key focus of any project in this space. This data capture also helps to enable the adoption of new AI solutions that are creating huge impact throughout the organizations embracing them.

Want to talk more about the customer experience? Join us as we explore all of today’s top business and tech trends!

Request an invite to an upcoming Digital Trends Executive Roundtable, where innovators and industry leaders will join together to discuss their biggest priorities and challenges!

—PS: You may have noticed that this blog echoes my recent post about employee experience and efficiency. That’s intentional! I see massive overlap in consumers and employees looking for easy-to-use tech that meets their needs exactly when and where they arise. The companies that will excel most are the ones that care about both the employee AND customer experience.

This CEO report was written by Tracey Zimmerman, President & CEO of Robots & Pencils.