Technology
The Goal
Understanding customers deeply as competition in their industry grew
With over 2000 field-specific topics and a community of 20,000 academics, Research Square has always taken pride in delivering the highest quality services in the research industry.
However, as the competition and customer base grew, Research Square struggled to understand what their customers (new and old) needed.
To continue growing, Research Square needed actionable insights that would help improve their current services – while uncovering new areas where they could help authors. In the past, they tended to treat all customers the same, even though they knew they are not. Here’s how using Kapiche’s text analytics helps Research Square deliver their world-class customer experience at scale.
The Challenge
Data insights at their fingertips
While Research Square prided itself on listening to customers and their needs, it struggled to do that in an automated manner that generated quick, actionable insights.
Michelle Ebbs, VoC Advocate is the person responsible for turning things around. Working at Research Square and its parent company American Journal Experts for ten years, she now specializes in customer retention. “I wanted to act on the feedback we received,” she explains. “I felt like our customers are taking their time to tell us how we could improve or tell us what we were doing well and someone should be listening to that,”
Initially, Research Square considered setting up a custom-made software but soon realized it came with serious drawbacks. “We were manually coding and that took a lot of time. There was also a lot of bias and room for error because you're trying to remember to check everything,” Michelle explains. That’s when they started to look elsewhere for help.
Michelle wanted a tool that was both easy to use and set up so she could work on the data herself. As a former researcher, she’s a self-taught data analyst. “[With Kapiche], it's been very easy to find information. I think the user interface is really simple. We had used different text analytics software before, and it was just hard. The graphs weren't as good,” she says.
Simpler dashboards meant that providing data to leadership was a no-brainer. Before Kapiche, Research Square had trouble finding the data they needed when they needed it. Now, it’s always at their fingertips.
Research Square now has the supporting evidence it needs in order to know they are on the right track when it comes to the customer experience.
The Solution
Listening to the Voice of the Customer through text analytics
Working with Kapiche’s text analytics software has also enabled Research Square to figure out what customers really like about the services they offer. By listening to their customers via their NPS system, they’ve increased their biweekly rolling NPS from a maximum of 43 to consistently over 65.
For example, as a result of text analysis, Research Square was able to pin-point a long-standing pain point: the submission process. Customers were frustrated that they had to provide their area of study when submitting a document. (Understandable, as there were over 400 options to choose from!) Customers also had to provide a word count (which would impact pricing) during the submission process. Now, all that is automated. The result: happier customers.
Research Square uses three different types of surveys to hear from customers at various points in their journey:
A website cart survey: used to monitor changes in customer’s carts and how it impacts them.
An NPS survey: sent seven days after the order is completed asking customers how likely they are to recommend Research Square.
A relationship survey: a yearly survey that goes to all customers to check on the general relationship with Research Square.
Research Square also uses Kapiche to figure out what different customer groups are thinking, specifically around pricing segmentation. Michelle says that using Kapiche has “been helpful for us to try to decide what we're doing with pricing” and which subset of customers to ask for feedback.
My manager is now able to be in a meeting and just pull up those dashboards and give information like, ‘this is what customers are saying’ immediately versus ‘I'll take that as a to-do and I'll come back to you later.’ It’s instant information. - Michelle Ebbs, Voice of Customer Advocate
“We actually have an article in our knowledge base titled We're Listening. In it, we'll mention any kind of change we've made in the past month or two based on customer feedback.” They also send out a newsletter linking to that article. “We’ve kept seeing our NPS increase since we started doing this. So that's been encouraging,” Michelle explains.






