CASE STUDIES – Authentication

OpenMethods helped a top retail department store harness customer data and ensure compliance

Fortune 100 Retail Department Store | US Based | Physical and eCommerce | Seven Year OpenMethods Client


Need a way to empower multi-skilled agent pool to assist a wide breadth of customer inquiries without overwhelming agents with customer data


Single agent interface with custom buttons to call additional customer data and provide account authentication


  • Reduction in AHT
  • Streamline Agent Onboarding
Your CRM data is a powerful resource. But is it possible to have too much data at your agent’s fingertips? A Fortune 500 retail department store needed a way to get the right data in front of their agents without giving them a customer’s entire purchase and transaction history. Not only did they have a data problem to solve, they also had to ensure agents handled credit card transactions and inquiries while adhering to compliance regulations.

An upgrade to BUI and an opportunity to re-scale

The organization was in the process of upgrading their Oracle instance to BUI B2B. The scale of the project already required OpenMethods assistance to migrate PopFlows and scripting to the new instance, so OpenMethods collaborated with the organization to propose some re-scripting to fully optimize ROI with both OpenMethods and Oracle. The scope of the project was large, but the collaborative partnership between Oracle, OpenMethods, and the Retail Giant ensured a successful outcome for all parties.

The solution needed to meet mission-critical criteria:

  • Increase the speed of the Oracle instance so agents have less dead air time with clients
  • Authenticate users for their .com, rewards, or store credit card accounts
  • Provide agents with relevant context without overwhelming them with information
  • Empower agents to engage with customers without overscripting interactions

The migration to Oracle BUI took care of the first goal, and OpenMethods got started on the remaining initiatives.

Successful Agent Interactions

One of the top requirements focused empowering agents to handle each and every interaction they encounter. This meant not overburdening agents with scripts and customer data, informing agents of the latest customer interaction data, and ensuring agents adhere to compliance regulations for credit card customers.

The VP of Customer Service informed us, “Around 50-60% of our interactions usually handle two or more inquiries. It’s very common for a customer to call in about a .com order and end up processing a credit card payment at the same time. Agents handle a variety of requests with each call.”

OpenMethods deployed a series of custom PopFlow buttons that allow the agent to see a customer’s authentication, and provide a way to perform additional authentication as needed. Visual cues on the screen remind agents of any authentication steps necessary to continue their interaction, and custom PopFlow buttons allow agents to fetch additional customer information.

Doug Labelle, OpenMethods Director of CX and Product Engagement said, “We wanted to keep it simple for agents so they can stay in their web browser. We automated activity to pass and update customer information for the agents. Now they can focus on the interaction and not the tool.”

Championing our customers to the finish line

The retail deployment demonstrates  OpenMethods’ best practices in action.

Each call receives OpenMethods treatment, so every agent has access to the information they need relevant to the customer interaction. The ease with which agents authenticate customer data and fetch additional information makes streamlined and meaningful interactions.

We think they summed it up best when they told us, “Without OpenMethods, we’d have to switch our entire CRM platform. There’s no other way we can bridge the IVR and CRM data.”

One queue to rule them all.

One queue to rule them all.

Customer expectations are simple: know me, know your stuff, don’t make me repeat myself. Harmony helps your brand fulfill these expectations (and more!) by providing agents with a single desktop view of all interactions across all communication channels.

Download the Harmony onepager to learn about:
Unifying chat, voice, and digital interactions into a universal composite queue
Managing interactions from a single agent desktop
Transitioning interaction context across communication channels

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Reducing frustrations one PopFlow at a time.

Reducing frustrations one PopFlow at a time.

How many applications do your agents use on a daily basis? What if we told you we could streamline your third party applications into automated workflows? And what if we also told you that those workflows would package all the interaction-specific information for your agents? This may seem daunting to other CX solutions, but it’s the force that fuels us at OpenMethods.

Download the PopFlow onepager to learn about:
Automating repeatable tasks for increased agent efficiency and decreased customer effort
Eliminating the abundance of third-party applications so agents work directly out of a single workspace
Increasing agent satisfaction and customer satisfaction

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Solution for companies with too much software.

Curious to learn how OpenMethods Experience Cloud has spent the last decade helping companies maximize operational efficiency? Our solution helps unify your disparate third party applications into streamlined workflows, and creates a universal composite queue out of your CRM interaction channels. Maximize the investment of your initial tech stack and gain additional ROI with our powerful solution suite.

Download the OpenMethods onepager to learn about:
Challenges call centers without OpenMethods face
Providing your customers with context-specific interactions
Empowering agents with automated workflows and an integrated CRM
Improvements in agent effort, customer satisfaction, and overall ROI

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Building a Streamlined and Secured Experience.

Building a Streamlined and Secured Experience.

Your data is sensitive. As it moves between client and server-side applications, it becomes vulnerable to data leaks and attacks. OpenMethods’ AppConnector reduces this risk by creating a single, secure CRM user view - whether you use two or two hundred applications.

Download the AppConnector onepager and learn about:
Protecting the CRM user from malicious attacks and bad actors
Securing the integration of your third party applications
Patent-pending server-side authentication of AppConnector

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