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Version 19  Reviewed rj – 22 June 09  World Class Call Centres: Understanding the Key Strategic Issues Knowledge & Skills Development  Seminar and Workshop Call Centres : Contact Centres : Customer Service Centres © Copyright Strictly Reserved. All material contained herein is protected by South African and International copyright and intellectual property protection legislation.
Introductions & Credentials Rod Jones Founder: CallCentreCity Group- 2000 Founding Director: Call Centre Institute of SA Co-Publisher:  Contact Centre Africa Magazine Convergence Executive Director: Contact Industry Hub Trainer / Author / Consultant  Judge: SACCCOM National Awards 2005/6 Judge BPeSA National Call Centre Awards – 2007 Director: C3Africa Group South African 60 Years Old Started Direct Marketing business in 1971 Built first call centre 1985 Marketing Support Group First Outsource Call Centre 1992 - TeleFacilities Consultant since 1998 Board Member: Direct Marketing Association of SA 1988-2000 Non-Executive Director: Call Centre Networking Group SA 2001-2003 Director: Unity of Contact Centres 2005
Introductions Your name Company Interest in Call Centres What specifically do YOU want to learn from this course ?
I cannot teach you ‘Knowledge’.. I can only teach you how to learn.. I can direct you to where you will find your own knowledge and your own wisdom.
Symbols Used in This Programme More Information Case Study  Questions & Discussion A Key Point – Worth Making a Note Of An Individual Task – Something for YOU to do A Buddy Task  A Team Task  Just for Fun
Reference Material All available from www.c3africa.com
Purpose of this Knowledge Development Programme You will gain… Sound understanding of contact centres:- Strategies Principles  Processes Technologies Customer Relationship Management Personnel Defining Requirements Budgeting & Finance Procurement & Tendering Outsource Options Clarify Roles and Responsibilities Sound basis for Project Development Knowledge-based decision-making
Some Basic Concepts
  Concise &  Measurable Objectives Business Processes   Data &  Knowledge Business  Strategies  People & Skills  Management Knowledge   Enabling Technologies Product/s Or Service/es  Continuous Improvement  Effective Management Ten Essential Steps to an Effective, Efficient Contact Centre
The Many Dimensions of a Modern Contact Centre Culture Performance Strategy Competency Organisation Facilities & Layout Process Application Equipment Delivery vehicle
Contact Centre Development Model FULLY DEVELOPED / World Class DEVELOPED Operational Maturity DEVELOPING FUNDAMENTAL Overall Integration (Strategic / Operational / Technologies) Source:  Based on a model developed by Dimension Data / Merchants
36 - 48 Months 24 - 36 Months 12-24 Months 6 – 12Months Contact Centre Development Model Fully Developed/ ‘World Class’ Developed Strategic Development Developing Fundamental Overall Integration / Operational Maturity
3 – 4 Years Development Phase The Contact Centre Journey Fully  Developed Developed Developing Fundamental 9- 18 Months
The Critical Development Phase Planning A New Call Centre Napoleon IEmperor of the French 1769 - 1821 “Men, horses and cannon are useful in battle But Strategy and Planning win wars”
This Knowledge DevelopmentProgramme What’s a call centre ? Customer Relationship Management - CRM Operational Dynamics Quality Management / Quality Assurance The Modern Call Centre / Contact Centre Call Centre Technologies Baselines & Benchmarking  Capacity Planning Planning for a new call centre Budgeting, Finance and Procurement
The Critical Development Phase Develop Management Knowledge WHY ? ,[object Object]
 Bad or poor decisions are most often made because of insufficient knowledge.
 Bad decisions are usually very, very expensive !
 Several senior executives will need to have a high level of knowledge about contact centres.
 Several senior managers will be required to participate in the Development Phase.,[object Object]
 Read books ( recommended reading ).
 Attend conferences – Regional & International.
 Interface with the local or national contact centre association.
 Gather information from websites.
 Gather information from technology and service vendors.
 Visit a large number of existing call centres.
 Use knowledgeable and reliable consultants.,[object Object]
 What will the contact centre be required to do?    	Short Term?  Long Term?
 How are calls and contacts being handled right now?
 What specific skills are needed to handle calls and contacts ?
 What are the real consumer demands and expectations ?
 What are your competitors doing ?,[object Object]
 How will the success of the operation be measured ?
 What are management’s expectations of the contact centre ?  	Short – Medium  and Long term ?,[object Object]
 Definitions and specifications to include:
People (Job descriptions)
 Processes
 Technologies
 Use of Data and Knowledge
 Management structures ,[object Object]
 Defined vendor evaluation processes.
 Defined evaluation panel or board. (Defined knowledge and skills)
 Timelines associated with procurement.
 Contracting processes.
 Timelines associated with contracting.,[object Object]
World Class Call Centres:The Strategic Issues CRITICAL QUESTIONS THAT MUST BE ANSWERED Why do you need a call centre? Where is the organization feeling ‘pain’? What do you need to do with your call centre? What do you want to do with your Call Centre? What processes MUST you follow?  What processes SHOULD you follow? What resources do you have? ,[object Object]
Human Capital
Technology
Infrastructure
Finance / FundingWhat are all the challenges, obstacles and realities? What is YOUR role, function, task, challenge or mandate? OK.. Now you can design your strategies !
Management The FOUR PILLARS of a Contact Centre PROCESSES PEOPLE ENABLING TECHNOLOGY DATA & KNOWLEDGE
Project Development Process Knowledge  Development  Project Scope  Strategic Definitions  Operational Definitions  Logistics Definitions  Procurement Definitions  Procurement Evaluation & Appointment Deployment Operations
1: What is a Call Centre ?OUTCOMES Gain an understanding of:- History of Customer Communications Origin of the modern call centre ,[object Object]
The Automatic Call Distributor (ACD)
Differences between Call Centres & Contact CentresWhat a call centre can do for the organization Benefits to Customers Benefits to the organisation
Call Centre - Defined A customer communication hub Origins: Rockwell. 1972. Continental Airlines Efficient processing of customer interactions Designed for high volume Low cost per interaction Key factors:- Ease of access by customers Operational Efficiencies Effective use of data / systems
Elephants grow up..
Cats grow up..
Little girls grow up..
ABSA Bank - Johannesburg ,[object Object]
1745 agents
1.6 million calls a month
12,000 m2 Call Centres grow up..
Fun and Joy .. Teaching & Training .. Feeding & Nurturing .. Constant Loving and Caring .. To deliver ‘World Class’ Customer Service, call centres need…
Lots of this .. Responsible Discipline .. Care & Personal Attention .. From Start-Up a Call Centre also needs ….
Some Hard Realities… To define, design, build and operationalise even a small (25 seat) call centre can take about9 months.
Some Hard Realities… To develop a true “World Class” Call Centre can take 2 to 3 years !
Some Hard Realities… With the best will in the world it will be extremely difficult to realize a Return on Investment in under 18 months But there will be a lot of “Quick Wins” Examples..* Customer Satisfaction   *  Staff Satisfaction   * Service Delivery  * Increased Efficiencies    * Increased sales revenues
36 - 48 Months 24 - 36 Months 12-24 Months 6 – 12Months Contact Centre Development Model Fully Developed/ ‘World Class’ Developed Strategic Development Developing Fundamental Overall Integration / Operational Maturity Source:  Based on a model developed by Dimension Data / Merchants
? Increase Customer Satisfaction Reduce Cost Of Operations Increase Efficiencies Increase Revenue Reduce Risk So.. Why have a … - Call Centre  - Contact Centre  - Customer Service Centre Fulfilling The Key Elements  of Most Organisations’ Strategic Plans
Workbook Exercise Task 3
Change this …
With one of these… To this …
Customer Contact Centre Handles ALL channels Telephone Fax eMail VoiceMail SMS Web / Web Chat Scanned paper / posted documents Walk-In (face-to-face) customer service Live Video Interaction Call Centre ,[object Object],[object Object]
BENEFITS TO COMPANY Lower cost of service Monitored & Managed Quality Management Discipline Centralised Economies of Scale Centre of Excellence Customer Retention Customer Satisfaction Up-Sell and Cross Sell Debt Collection or Debtor Management For many organizations Customer Service and their Contact Centre are the ONLY competitive advantages
Critical Success Factors Ease of Access ,[object Object],Fast Resolution ,[object Object]
No call transfers
No call-backs
All customers needs fulfilledMonitor & Manage ,[object Object],Skills Development ,[object Object]
Reduce attrition
Increase efficiencies,[object Object]
Reliable and efficient but gives very little control or analytics.
Low IntelligenceCall Distribution by means ofHUNT GROUPS Next available operator or agent PABX
CALL ROUTING Most appropriate Operator e.g. ,[object Object]
Longest waiting time (agent)
Department
Special SkillsPABXs & ACDs True call centres / contact centres are equipped with ACD functionality ACD Automatic Call Distributor Invented by ROCKWELL in 1972 Intelligent routing Sophisticated monitoring and reporting ACD >> Learn more about ACDs in Module 5 – Technologies <<
ALL CHANNELS ROUTED & MANAGED Most appropriate Operator ,[object Object]
 Department
 Special Skillse.g. Writing skills PABXs & ACDs Most ACD’s now incorporate Multiple Channel Functionality Some ACD’s are or can be Enabled for VoIP* * Voice Over Internet Protocol eMail Fax Scanned Documents SMS / Text Web / Web Chat ACD >> Learn more about ACDs in Module 5 – Technologies <<
Workbook Exercise Task 4
“World Class” What Does it Take to Become …
What Makes a ‘World Class’ Call Centre? Aligned and Integrated Strategies The call centre supports and is aligned with the core business strategies of the organization. Operationally, It Meets Specific Standards ‘Standards’ serve as a measure of quality as defined by external or internal customer expectations. Benchmarked Against Similar Operations Benchmarking against National, Regional and International sector and competitive call centres.
KEY POINTS Call Centre ,[object Object],Contact Centre – Multi Media ,[object Object]
eMail
Fax
Web / Web chat
‘White Mail’
Walk-In Customer ServicesPABX  Hunt Groups – Low intelligence ACD  Intelligent Routing Monitor and Manage / Statistics / MIS Integration of other communication channels Call Centre / Contact Centre People – Processes-Data and Information – Enabling Technology 6. It takes Time and Commitment
Discussion.Questions & Answers << A Group Activity >>
2 Understanding Customer Relationship Management (CRM)
2: Customer Relationship Management (CRM) Gain an understanding of:- Evolution of business Strategies Evolution of enabling technologies What is meant by “convergence” Definition of CRM Differences between CRM Strategies and CRM Applications Importance of CRM and Customer Retention
TELEPHONY -CTI INTERNET OPEN SYSTEMS DATA NETWORKS MAINFRAMES DEVELOPMENT OF TECHNOLOGIES & BUSINESS STRATEGIES SOPHISTICATION 2008> ‘70 ‘80 ‘90 2000
Customer Relationship  Marketing  CRM ‘Database Marketing’ ‘One-to-One Marketing’ ‘Lifetime Value Marketing’ Customer Experience Management CEM ‘Loyalty Programmes’ ‘Customer Care’ ‘Relationship Marketing’ CONVERGENCE STRATEGIC MARKETING TELEPHONY -CTI INTERNET OPEN SYSTEMS DATA NETWORKS SOPHISTICATION MAINFRAMES 2008> ‘70 ‘80 ‘90 2000
CRM Defined CRM Means TWO DIFFERENT THINGS – Beware not to confuse them CRM – The Business Strategy CRM – The Technologies
CRM – The Business Strategy An All-encompassing Business Strategy. Consolidating customer information and knowledge. (Single view of customer) Analyzing data. Understanding the customer’s behaviour. Creating interactive, highly personalised and appropriate or relevant interactions To achieve:- Customer Acquisition Customer Retention Increased Revenues Reduced Costs Customer Satisfaction ( Delight!)
CRM – The Business Strategy A more detailed definition … ,[object Object]
  The people, processes, and technology aspects of the business associated with Marketing, Sales, and Service.
  The Corporate Philosophy at the core of any customer-centric business strategy and culture.
  Supported, not driven, by technology.
 CRM involves redesigning of Functional Activities.
  Actively deepening the Knowledge of Customers to meet their Individual Needs.
  An Holistic Approachthat unifies all points of customer interaction.
Measured by customer retention and referrals as well as the growth of valuable customer segments.,[object Object]
Why Invest in CRM ? It costs EIGHT TIMES MORE to win a new customer than it does to keep an existing customer. Dissatisfied customers cause other customers to migrate. Customer retention is the key to a profitable business. Managing Customer “Churn” is the difference between Profit and Loss!
? Increase Customer Satisfaction Reduce Cost Of Operations Increase Efficiencies Increase Revenue Reduce Risk Why Spend Resources Developing and Implementing  a CRM Strategy ? Fulfilling The Key Elements  of Most Organisations’ Strategic Plans
Advantages of CRM Using CRM, a business can: Provide better customer service  Increase customer revenues  Discover new customers  Cross sell/Up Sell products more effectively  Help sales staff close deals faster  Make call centers more efficient  Simplify marketing and sales processes. (Where appropriate, automate certain processes) The types of data CRM projects collect and effectively use to achieve organizational goals: ,[object Object]
 Customer profile data
 Responses to campaigns
 Sales and purchase data
Customer profitability (or lack of!)
 Account (billing) information
 Channel preferences
 Predictable ‘churn’ (Loss of customer),[object Object]
90% 85% 75% 50% 45% 35% Software Life Insurance Insurance  Brokerage Fixed Line  Telecoms Branch Deposits Credit  Card % Increase in Customer Net Present Value 100 Impact of  5%  Increase in rate of Customer Retention 80 60 40 20 0 [Source:  Customer Retention: A New Star to Steer By.  Frederick Reicheld and W. A. Sasser
What does a CRM Business Strategy Require ? Total Commitment by the company Intimate Knowledge about who our customers and target markets are A thorough understanding of the Economics of CRM Acceptance of the principle that customers determine their Needs and what it is that they Value Company prepared to adapt or alter Business Processes to give customers what they value Give customers the communication Choices and Options that they want
The CRM Challenges Once operational your company will  DEMAND of your call centre.. Add new communication channels Handle more calls Give Faster Service Provide more information Take on  more customers Incorporate new technologies Be more accessible  Reduce costs Give more choices  to customers Reduce  customer ‘Churn’ Increase Revenues Give “World Class” Service
Discussion.Questions & Answers << A Group Activity >>
Workbook Exercise Tasks 5 and 6
STRATEGIES PROGRAMMES PEOPLE PROCESSES FRAGMENTED TECHNOLOGIES THE FAILED ORGANISATION IS MISALIGNED
STRATEGIES PROGRAMMES FRAGMENTED TECHNOLOGIES LOSS DRIVERS Fragmented ‘Vision’ Counter-Productive Low Motivation PEOPLE Wasted Resources PROCESSES Over-Spend
Growth STRATEGIES Market Focussed PROGRAMMES Aligned, Supported PEOPLE INTEGRATED PROCESSES CONVERGED TECHNOLOGIES THE SUCCESSFUL ORGANISATION A Customer   Centric      Organization Empowered
CRM is not for The Faint-Hearted So.. What will it take ? Total Commitment – from the CEO down. Complete review of all Business Strategies. Review of all Business Rules and Processes. Accurate and current Customer Data. Analysis of customer data / information. Company and product (service) Knowledge and Information. Integration of ALL systems and technologies. Empowerment through skilling / training. Enabling technologies. Knowledgeable and reliable Business Partners / solution providers.  Knowledge-based decision-making. Planning, Planning and more Planning.
KEY POINTS CRM is first and foremost  a BUSINESS STRATEGY CRM applications enable the business processes based on the strategic requirements CRM requires enterprise-wide commitment
Discussion.Questions & Answers << A Group Activity >>
Workbook Exercise Task 7
3 Operational Dynamics of The Modern Call Centre
Team Leader Agent Agent Agent Agent Agent Typical Organisational Chart Start-up or Small Call Centre – 10-30 Agents Call Centre Manager Corporate  Technical Support Admin Support Corporate Trainer Supervisor
Trainer Coach Coach Agent Agent Agent Agent Agent Typical Organisational Chart Medium to Large Call Centre – 50-100 Agents Call Centre Manager Admin Support Technical Support Quality  Assurance Manager Senior Supervisor Supervisor Supervisor Team Leader Team Leader
Management Essentials What makes a great Call Centre Manager ? Well proven Operational Experience. Formal Contact Centre Management training and credentials. High-Level abilities: Strategic Technologies People / Human Resource Business Process design Financial Team-Builder TIP: Clearly define competencies, skills and experience in a highly detailed job description document
Staffing Essentials What makes a great Call Centre Supervisors and Agents ? Able to work as part of a team. Self disciplined. Self motivated. Computer literate. Keyboard skills. Numeracy and Literacy. Writing skills (eMail/Fax). Articulate speaking voice. Excellent Communication Skills. Acceptable accent and use of language. TIP: Use one of the highly advanced Assessment and Simulation software suites now available
Agent Communication Quality Politeness Speaking  Activity Rewardingness Listening Activity Role-Relationship Competence Interpretive Understanding Emotional Competence Adaptive Competence Communicative  Assurance Task Competence CONVERSATIONAL SKILLS
Develop & Follow Structured Recruitment Process or Methodology Certification Clearly  Define  Job Formal  Training Advertise Post  – Internal  /External Employment Contract IVR or  ‘Pre-Screen’  Telephone  Second  Interview Receive CV’s ,[object Object]
FaxAptitude  Testing Check CV &  Credentials Face-to-Face Interview Structured  Telephone  Interview
Operational Dynamics of The Modern Call Centre
Call  Answered By ACD Call  Answered By agent Caller Hangs up Agent  completes  after Call work Call  Arrives at ACD Ring Time Queue Time Wrap-up Time Talk Time Speed To Answer (ASA) Handling Time Trunk Holding Time Basic Operational Terms Typically, Music-on-hold Or messages
Typical Performance Measurements NOTE:These measures do NOT take actual Customer Experience ( Call Outcomes Quality) into account. Average Speed to Answer - ASA How long a caller waits until answered Service Level(Operational Service Level) % of calls answered in a given time. Typically – 80% of calls answered within 20 seconds Abandoned Rate The number (or %) of callers that hang up before being answered (by a ‘live’ agent)
First… Achieve Efficiency   Typical Call Centre Key Performance Indicators (KPIs) Key Factors in the Total Customer Experience
Then… Achieve Effectiveness – Typical Call Centre Targets Key Factors in the Total Customer Experience
Then… Achieve Effectiveness – Typical Call Centre Targets Key Factors in the Total Customer Experience
Performance Improvement Greater Efforts and Resources will be required to make small improvements  Efficiency Effectiveness Quick Win &“Common Sense” Improvements Time
Not Acceptable To callers IDEAL Excessive Costs Impact of Staffing on Service Level
Examples: Call Arrival Patterns
Unacceptable Service Level / Under Staffed Acceptable Service Level Excess Service Level / Over Staffed & Costly Call Volume & Staffing Realities Calls Per Hour 100% 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00
 Specify Required  Service Level  & Response Times   Gather Data  from ACD and  other sources Adapt Adopt Improve   Forecast Anticipated Call Volumes Repeat Process To alter  Service Level   Calculate Costs Calculate Basic Staffing Requirements   Calculate Required System Resources Draw-up  Staffing Schedules  Calculate Staffing Shrinkage Meeting Service Levels
KEY POINTS Clearly define staffing competencies, skills, selection and evaluation processes. Set performance Baselines, Benchmarks and Goals clearly. Resource planning is a key to:- ,[object Object]
Achievement of Service Levels
Cost effective operations,[object Object]
Workbook Exercise Task 8 and 9
NO YES Business Processes
TO BE ABLE TO PLAN & SCOPE YOUR CALL CENTRE Why Are Clearly Defined Business Processes Vital To The Contact Centre? To Establish Roles And Responsibilities. Defining Required Skill Sets & Training. Defining Business Rules. Defining Escalation Procedures. Monitor Efficiencies. Cost Control. Forecasting And Capacity Planning. IT And System Design And Integrations. Reporting And Management Information/ Analytics. Document Requirements. Standardization.  Training, Skills Development. Succession Planning. Disaster Recovery And Business Continuity.
An Introduction to Process Design(Examples based on BPMN Method) For More Information: www.bpmn.org or www.ebpml.org
1 e n l a o L o P 2 e n a L Understanding POOLS and LANES
Expanded Sub - Process Collapsed  Collapsed Sub - Repeating Sub  Basic Task Repeating Process Process Sub - Process + + Understanding Different types of TASKS Example: Make a cup of tea BASIC TASKS 1: Place kettle under tap 2: Turn on tap 3: Fill kettle with water 4: Switch on kettle 5: When boiled – switch off
Start Process or Sub Process End Process or Sub Process Start with  a Rule Start with  a Timer Process Flow Move from one task to the next, move something (e.g. a document) or send a message Sequence Flow Message Flow A Gateway – a point of DECISION NO Decisions YES Different types of EVENTS I am feeling stressed so I will make tea It is 10 o’clock .. Time for tea Decide to make a cup of tea Finish drinking your cup of tea
Start Process or Sub Process End Process or Sub Process Process Flow – Sequence Flow PROCESS FLOW
Hey Honey… Please make me a nice cup of tea ! Start Process or Sub Process Start Process or Sub Process End Process or Sub Process Message Flow Process Flow – Sequence Flow MESSAGE FLOW
Example: Basic Restaurant Processes
Example: Basic Restaurant Processes Customer Enters Customer Leaves
Example: Basic Restaurant Processes ‘Customer’ is a Pool ‘Waiter’ is a Lane ‘Restaurant’ is a Pool ‘Kitchen’ is a Lane
Example: Basic Restaurant Processes FRONT OFFICE ‘Customer’ is a Pool ‘Waiter’ is a Lane BACK OFFICE ‘Restaurant’ is a Pool ‘Kitchen’ is a Lane
Example: Basic Restaurant Processes Customer Experience The Waiter The Maitre d’hotel The Kitchen
TASK DECISION DOCUMENT Expanded Sub Process Collapsed  Sub Process Message Flow Process Flow
Example: Basic Restaurant Processes End of Process End of Process
Alternative Process Mapping  Method
KEY POINTS Accurate, up-to-date and relevant business process documentation is CRITICAL to the success of the Contact Centre Project. Without Detailed Business Processes it is IMPOSSIBLE to plan or scope a CRM or Contact Centre project.
Workbook Exercises Task 10 Task 10 a
Contact Centre Technologies An Introduction
5: Call Centre Technologies OUTCOMES An understanding of the Major Technical Elements & their Functions within the call centre / contact centre PABX and ACD explained Functions of the ACD ‘Component’  systems vs Integrated Systems MIS ( Management Information Systems) Multi Channel   / MultiMedia contact centres CTI ( Computer Telephony Integration) explained ‘Screen Pops’ IVR (Interactive Voice Response) Voice Recording / Logging systems CRM Applications Dialling methods and systems Back-end / Legacy systems eMail, Fax and Web integrations UPS ( Uninterruptible Power Supply) ,[object Object],[object Object]
Dial 1 for Sales Dial 2 for Service Dial 3 for Finance IVR Voice Network SUPERVISOR AGENT WORKGROUP Service Department How may I help you? ROUTING USING IVR 2 ACD PSTN TRUNKS +27 11 465-6768
TCP/IP LAN Data Network CTI Computer Telephony Integration APPLICATION  SERVERS Voice Network MANAGEMENT  (Reporting) SUPERVISOR AGENT WORKGROUP Mr Ling ‘Gold Card’  Customer Mr Ling ‘Gold Card’  Customer Ethernet / Token Ring INTELLIGENT CTI ROUTING..  CLI(Caller Line Identification) ANI(Automatic Number Identification) Caller Line Identification (CLI) ACD PSTN TRUNKS +27 11 465-6768 Good morning Mr Ling. How may I help you?
Thank you for calling.. Please enter your  account number TCP/IP LAN Data Network CTI Computer Telephony Integration APPLICATION  SERVERS Voice Network MANAGEMENT  (Reporting) SUPERVISOR AGENT WORKGROUP Mr Ling ‘Gold Card’  Customer Mr Ling ‘Gold Card’  Customer Ethernet / Token Ring INTELLIGENT CTI ROUTING..  1: Customer In-Put Data (using Touch-Tone) 2: ‘Screen Pop’ Caller in-puts Account Number IVR 2468101214 ACD PSTN TRUNKS +27 11 465-6768 Good morning Mr Ling. How may I help you?
BRANCHES WAN EMAIL SERVER FAX SERVER TCP/IP LAN WEB SERVER IVR RECORDER DIALLER Data Network CTI Computer Telephony Integration APPLICATION  SERVERS Voice Network MANAGEMENT  (Reporting) SUPERVISOR AGENT WORKGROUP Ethernet / Token Ring BROADBAND / ISDN Remote or Home Agent TYPICAL CONTACT CENTRE ACD PSTN TRUNKS
BRANCHES WAN TCP/IP LAN EMAIL SERVER FAX SERVER WEB SERVER IVR Data Network RECORDER DIALLER CTI Computer Telephony Integration APPLICATION  SERVERS PSTN TRUNKS Voice Network SUPERVISOR AGENT WORKGROUP MANAGEMENT  (Reporting) VoIP Ethernet / Token Ring BROADBAND / ISDN Remote or Home Agent NEW GENERATION CONTACT CENTRE ACD eMail  Fax Web IVR Recorder Dialer WFM ACD
BRANCHES WAN TCP/IP LAN EMAIL SERVER FAX SERVER WEB SERVER IVR Data Network RECORDER DIALLER CTI Computer Telephony Integration APPLICATION  SERVERS PSTN TRUNKS Voice Network SUPERVISOR AGENT WORKGROUP MANAGEMENT  (Reporting) VoIP Ethernet / Token Ring BROADBAND / ISDN Remote or Home Agent NEW GENERATION CONTACT CENTRE ACD eMail  Fax Web IVR Recorder Dialer WFM ACD
PABX EXTENSIONS  TCP/IP LAN EMAIL SERVER FAX SERVER WEB SERVER IVR Data Network RECORDER DIALLER CTI Computer Telephony Integration APPLICATION  SERVERS PSTN TRUNKS PSTN TRUNKS Voice Network SUPERVISOR AGENT WORKGROUP MANAGEMENT  (Reporting) VoIP Ethernet / Token Ring THE ENTERPRISE  CONTACT CENTRE ACD
Discussion.Questions & Answers << A Group Activity >>
Server Cabinets
Automatic Call DistributorThe ACD Allows efficient routing of calls Conditional & Skills-based routing Assigns calls to first available (most appropriate) agent Queues calls / on hold Intelligence-based Voice Announcements Maintains accurate call volume / duration / routing data In-bound and Outbound Real time performance data Macro and Micro performance monitoring Real time Queue management / configuration Multimedia integration (eMail/Fax/Documents) VoIP ready (most newer) Can integrate to most enterprise PABXs (or replace)
Real-time view of individual or agent group performance Real-time view of agent groups
Conferencing Manage Multiple Interactions Extensive Call Controls Real-time Interactive Directories
Supporting the Multimedia Environment Voice Mail Faxes Call Recordings Web Chat Recordings
Interactive Voice Response  IVR Automates certain interactions with callers. Selectively routes calls. e.g “Dial 1 for ..” Interfaces with databases. “Reads” data / presents as Voice. Can handle calculations. Interfaces with Fax-On-Demand. Provides recorded “audiotext” information. Multilingual information. Can incorporate Voice / Speech recognition. Ideal for ‘after hours’ service. Customer self service. Handles excessively high call volumes. CAUTIONS Most callers dislike IVR. Get professional advice. NEVER offer more than four menu options!
ROUTING USING IVR Dial 1 for Sales Dial 2 for Service Dial 3 for Finance Please select a fax. Please dial your fax # IVR Thank you for calling.. Please enter your  account number Dial 1 to listen to information about … Dial 2 to listen to … Dial 3 to hear ….. Voice Network SUPERVISOR AGENT WORKGROUP Mr Ling ‘Gold Card’  Customer Service Department How may I help you? 1: Caller Selects Routing from Options 2: System ‘Reads’ Calling Number – Interprets action 3: Caller in-puts identification data  – System Interprets action 4: Caller Selects to listen to recorded info  – System plays recording. 5: Caller selects a fax – inputs own fax # Caller Line Identification (CLI) 2 ACD PSTN TRUNKS +27 11 465-6768
EXCEPTIONALLY HIGH CALL VOLUME AGENT WORKGROUP IVR for HIGH VOLUME CALLS Example 1: We are aware of the problem… etc Example 2: We are experiencing high call volumes… please stay on the line. High Capacity  IVR IVR Example 3: We expect a very long delay. Please leave a message.. Will call you back ACD SUPERVISOR Example 5: We have your number (CLI). We will call you back shortly NOTE: Plan for sufficient line (trunk)  capacity and IVR channel capacity
‘Next Generation’ IVR… EXCEPTIONALLY HIGH CALL VOLUME Interpretation & Systems Interactions AGENT WORKGROUP Human Speech Recognition Systems What is the balance in my savings account? Hello..  How can we help you today? No problem Sir.. What is your account number ? It’s 26786548 Thank you. Please state your name (Voice Signature) John Smith` You have  balance of Seven Hundred and ten Dollars. What else can we do for you ? ACD SUPERVISOR
Day Two World Class Call Centres: Understanding the Key Strategic Issues Knowledge & Skills Development  Seminar and Workshop Harrisons on 12th, Rivonia 22-23 May 2008 Call Centres : Contact Centres : Customer Service Centres © Copyright Strictly Reserved. All material contained herein is protected by South African and International copyright and intellectual property protection legislation.
Examples of IVR Systems Route Call to  IVR sub-System Enter CellPhone No MENU ONE Or Enter # 1  English 2  Zulu MENU TWO 1  PUK or Voice Mail 3  Sesotho MENU THREE 2 Free eMail Service 1  SIM Swop 4 Afrikaans 3  Lost or Stolen 2 VodaCare / Dealer 4 New Products 3 Roaming 0 Other Options 0 Speak to Consultant Announcement  about Call Recording ACD Agent Queue 1 MINUTE 38 SECONDS Example 1: Vodacom Customer Care Line 082-1082 Recorded 2 June 07 082-1082
MENU ONE 1  Account or Billing Enquiries SUB MENU 1 1  Option One 2 City Power 2  Option Two 3  Joburg Water Welcome Announcement 3  Operator 8 Follow-up on a previous call 4 Pickie Tup (Refuse Removal) Temporary  Announcement  – Power Outages 5 Joburg Roads Agency ACD QUEUE 6 Metro Bus 7 Participate in City Planning 0 All other agencies – General *   Repeat options 5 Example 2: City of Johannesburg -Joburg Connect 011-375-5555   Recorded 2 June 07 011-375-5555 1 minute 32 seconds
SUB MENU 1 1  Enter Account Number MENU ONE 1  List of Power Outages  System read-back number 2 Report a fault 0 to confirm or 1 to re-enter 3  Account balance enquiry  Your account balance is …. Welcome Announcement 4 Submit a Meter Reading Your reference number is … 0 Speak to an agent Temporary  Announcement  – Power Outages SUB MENU 3 SUB MENU 2 3  Afrikaans 1 Return to Main Menu 5 English ACD QUEUE 0 Speak to an Agent 6 Xhosa 9 Other Languages Example 3: Eskom Customer Care Centre 0860-037566  Recorded 2 June 07 0860-037566
Example of an IVR Speech Recognition System Example 4: The Airports Company – O R Tambo International- Johannesburg  086-727-7888  Recorded 2 June 07 MENU ONE 086-727-7888 1  Flight Information EXAMPLE 1 2 Parking Information EXAMPLE 2 3  Other Queries 4  Travellers Assistance
Easy to use,Drag and drop IVR scripting tools
Just some Fun … Irish Mental Health Hotline  IVR
Discussion.Questions & Answers << A Group Activity >>
Voice Recording or Logging PRIMARY USES Records all or defined part of caller and agent voice conversations. Used for compliance and quality management / coaching purposes. Standard (.wav) or encrypted recording formats. Can record screens as well as voice. Recording files can attach  to customer records. Data/Voice files indexed / efficient storage and rapid access. Compliance (e.g. Banking, Insurance etc) Security Service Quality Management Training & Coaching AN ESSENTIAL TOOL FOR EFFICIENT CONTACT CENTRE OPERATIONS IMPORTANT CONSIDERATIONS ,[object Object]
Capacity is a factor of trunks and extensions.
Check for legal issues.,[object Object]
Configuring recording for Agent Quality Monitoring
Typical Agent Quality Monitoring
Workforce Management The Right Agent … With The Right Skills … At The Right Time … Forecast Service Level Predicted call volume based on historical ACD data Number of Agents Required Estimated Talk Time After call work
Outbound Dialing  Actual “TALK TIME” is a Measurable Operational Cost measured in $ per second ! ,[object Object]
 Customer data verification or collection
 Service Call-Backs
 Debt Collection
 Debtor Management
 Market Research
 Opinion Polls
 Political CanvassingTechnology Enabled Dialling Increases Efficiency And Can Dramatically Reduce Costs By 200% To 300%
[object Object]
 Actual dialing time.
 Actually ringing time
say 10 rings
 Engaged tones
 Fax and Modem Tones
 Out Of Order
 Answering MachinesEfficiency  Loss Drivers 20-25 Min/hr Database interface. Agent activates automatic dial through ACD. (e.g. Enter key) Preview ,[object Object]
 Actually ringing time
say 10 rings
 Engaged tones
 Fax and Modem Tones
 Out Of Order
 Answering MachinesEfficiency  Loss Drivers
40-55 Min/hr System does all dialling from databases. Dials more calls than there are available agents Predictive Dialling ,[object Object]
 Actually ringing time
say 10 rings
 Engaged tones
 Fax and Modem Tones
 Out Of Order
 Answering MachinesEfficiency  Loss Drivers ,[object Object]
 Standard-call type
 Debt Collection
 Research
 TeleSalesVery Expensive Technology BUT can give fast ROI due to very high efficiencies.
Dialed Number Processing  ‘Live’ Human Voice PD System recognizes.. ,[object Object]
 Suspended
 Engaged
 Modems
 Answering Machines
 Fax Tone Call Type Codes Sent to PD Server  Call Type Codes Written to database PDDials out on more lines than there are agents. Large Number Outbound Trunks (lines) Dialer draws numbers from segmented database More About Predictive Dialing Database Server Predictive Dialer Server ACD NOTE: Can be up to 2.5 times more lines than agents
 ‘Live’ Human Voice  PD system only connects “live” connects to call centre agents. Large Number Outbound Trunks (lines) More About Predictive Dialing 1: ‘Pace’ at which PD dials and delivers calls to agents can be controlled. 2: ‘Too Aggressive = Agent burn-Out. 3: ‘Too Aggressive = Connects to customers but no agent available to take call = ‘White Sound’. Predictive Dialer Server
Workbook Exercise Tasks 11 to 15
5 Contact Centre Technologies Part Two – An Alternative
Lets Talk About… Hosted Contact Centre Solutions… 5 An alternative to purchasing your own technology
EMAIL SERVER FAX SERVER WEB SERVER IVR RECORDER DIALLER CRM Appl ACD PSTN TRUNKS  YOUR CALL CENTRE
EMAIL SERVER FAX SERVER WEB SERVER IVR RECORDER DIALLER CRM Appl ACD PSTN TRUNKS  YOUR CALL CENTRE
EMAIL SERVER FAX SERVER WEB SERVER IVR RECORDER DIALLER CRM Appl ACD PSTN TRUNKS VoIP/Data Link Hosted Contact Centre Solution…  YOUR CALL CENTRE  SERVICE PROVIDER’S TECHNOLOGY CENTRE ,[object Object]
Pay for what you use
Pay for when you need it,[object Object]
100% Technology Roadmap Innovation User Training and Awareness You pay for 75% Functionality Usage 50% Flexible Licensing Capacity Planning Typical Usage 25% 0% You only use 25% 50% 75% 0% 100% License Usage
How Much Does Technology REALLY Cost ? The REAL Total Cost of Ownership Installation Integration Maintenance Upgrades Security Backup Servers Internal Labour Testing Development
How Much Does Technology REALLY Cost ? The REAL Total Cost of Ownership Installation Integration Maintenance Upgrades Security Backup Servers Internal Labour Testing Development
How Much Does Technology REALLY Cost ? The REAL Total Cost of Ownership Installation Integration Maintenance Upgrades Security Backup Servers Internal Labour Testing Development
Key Benefits & Advantages ,[object Object]
All contact centre infrastructure is fully provided for
Off balance sheet & improved cash flow
Faster time to market
Infrastructure and technology required to introduce new services is already in place
Improved service levels
Allows you to focus on agent competencies rather than infrastructure management
Focus on core competencies
Re-channel your IT skills to other, more strategic areas of the business
Reduced operating costs
You only pay for what you use
No procurement or implementation costs,[object Object]

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Rod Jones MasterClass - World Class Call Centres - The Key Strategic Issues - Updated at 31 Nov 09

  • 1. Version 19 Reviewed rj – 22 June 09 World Class Call Centres: Understanding the Key Strategic Issues Knowledge & Skills Development Seminar and Workshop Call Centres : Contact Centres : Customer Service Centres © Copyright Strictly Reserved. All material contained herein is protected by South African and International copyright and intellectual property protection legislation.
  • 2. Introductions & Credentials Rod Jones Founder: CallCentreCity Group- 2000 Founding Director: Call Centre Institute of SA Co-Publisher: Contact Centre Africa Magazine Convergence Executive Director: Contact Industry Hub Trainer / Author / Consultant Judge: SACCCOM National Awards 2005/6 Judge BPeSA National Call Centre Awards – 2007 Director: C3Africa Group South African 60 Years Old Started Direct Marketing business in 1971 Built first call centre 1985 Marketing Support Group First Outsource Call Centre 1992 - TeleFacilities Consultant since 1998 Board Member: Direct Marketing Association of SA 1988-2000 Non-Executive Director: Call Centre Networking Group SA 2001-2003 Director: Unity of Contact Centres 2005
  • 3. Introductions Your name Company Interest in Call Centres What specifically do YOU want to learn from this course ?
  • 4. I cannot teach you ‘Knowledge’.. I can only teach you how to learn.. I can direct you to where you will find your own knowledge and your own wisdom.
  • 5. Symbols Used in This Programme More Information Case Study Questions & Discussion A Key Point – Worth Making a Note Of An Individual Task – Something for YOU to do A Buddy Task A Team Task Just for Fun
  • 6. Reference Material All available from www.c3africa.com
  • 7. Purpose of this Knowledge Development Programme You will gain… Sound understanding of contact centres:- Strategies Principles Processes Technologies Customer Relationship Management Personnel Defining Requirements Budgeting & Finance Procurement & Tendering Outsource Options Clarify Roles and Responsibilities Sound basis for Project Development Knowledge-based decision-making
  • 9.   Concise & Measurable Objectives Business Processes   Data & Knowledge Business Strategies  People & Skills  Management Knowledge   Enabling Technologies Product/s Or Service/es  Continuous Improvement  Effective Management Ten Essential Steps to an Effective, Efficient Contact Centre
  • 10. The Many Dimensions of a Modern Contact Centre Culture Performance Strategy Competency Organisation Facilities & Layout Process Application Equipment Delivery vehicle
  • 11. Contact Centre Development Model FULLY DEVELOPED / World Class DEVELOPED Operational Maturity DEVELOPING FUNDAMENTAL Overall Integration (Strategic / Operational / Technologies) Source: Based on a model developed by Dimension Data / Merchants
  • 12. 36 - 48 Months 24 - 36 Months 12-24 Months 6 – 12Months Contact Centre Development Model Fully Developed/ ‘World Class’ Developed Strategic Development Developing Fundamental Overall Integration / Operational Maturity
  • 13. 3 – 4 Years Development Phase The Contact Centre Journey Fully Developed Developed Developing Fundamental 9- 18 Months
  • 14. The Critical Development Phase Planning A New Call Centre Napoleon IEmperor of the French 1769 - 1821 “Men, horses and cannon are useful in battle But Strategy and Planning win wars”
  • 15. This Knowledge DevelopmentProgramme What’s a call centre ? Customer Relationship Management - CRM Operational Dynamics Quality Management / Quality Assurance The Modern Call Centre / Contact Centre Call Centre Technologies Baselines & Benchmarking Capacity Planning Planning for a new call centre Budgeting, Finance and Procurement
  • 16.
  • 17. Bad or poor decisions are most often made because of insufficient knowledge.
  • 18. Bad decisions are usually very, very expensive !
  • 19. Several senior executives will need to have a high level of knowledge about contact centres.
  • 20.
  • 21. Read books ( recommended reading ).
  • 22. Attend conferences – Regional & International.
  • 23. Interface with the local or national contact centre association.
  • 24. Gather information from websites.
  • 25. Gather information from technology and service vendors.
  • 26. Visit a large number of existing call centres.
  • 27.
  • 28. What will the contact centre be required to do? Short Term? Long Term?
  • 29. How are calls and contacts being handled right now?
  • 30. What specific skills are needed to handle calls and contacts ?
  • 31. What are the real consumer demands and expectations ?
  • 32.
  • 33. How will the success of the operation be measured ?
  • 34.
  • 35. Definitions and specifications to include:
  • 39. Use of Data and Knowledge
  • 40.
  • 41. Defined vendor evaluation processes.
  • 42. Defined evaluation panel or board. (Defined knowledge and skills)
  • 43. Timelines associated with procurement.
  • 45.
  • 46.
  • 50. Finance / FundingWhat are all the challenges, obstacles and realities? What is YOUR role, function, task, challenge or mandate? OK.. Now you can design your strategies !
  • 51. Management The FOUR PILLARS of a Contact Centre PROCESSES PEOPLE ENABLING TECHNOLOGY DATA & KNOWLEDGE
  • 52. Project Development Process Knowledge Development Project Scope Strategic Definitions Operational Definitions Logistics Definitions Procurement Definitions Procurement Evaluation & Appointment Deployment Operations
  • 53.
  • 54. The Automatic Call Distributor (ACD)
  • 55. Differences between Call Centres & Contact CentresWhat a call centre can do for the organization Benefits to Customers Benefits to the organisation
  • 56. Call Centre - Defined A customer communication hub Origins: Rockwell. 1972. Continental Airlines Efficient processing of customer interactions Designed for high volume Low cost per interaction Key factors:- Ease of access by customers Operational Efficiencies Effective use of data / systems
  • 57.
  • 58.
  • 62.
  • 65. 12,000 m2 Call Centres grow up..
  • 66. Fun and Joy .. Teaching & Training .. Feeding & Nurturing .. Constant Loving and Caring .. To deliver ‘World Class’ Customer Service, call centres need…
  • 67. Lots of this .. Responsible Discipline .. Care & Personal Attention .. From Start-Up a Call Centre also needs ….
  • 68. Some Hard Realities… To define, design, build and operationalise even a small (25 seat) call centre can take about9 months.
  • 69. Some Hard Realities… To develop a true “World Class” Call Centre can take 2 to 3 years !
  • 70. Some Hard Realities… With the best will in the world it will be extremely difficult to realize a Return on Investment in under 18 months But there will be a lot of “Quick Wins” Examples..* Customer Satisfaction * Staff Satisfaction * Service Delivery * Increased Efficiencies * Increased sales revenues
  • 71. 36 - 48 Months 24 - 36 Months 12-24 Months 6 – 12Months Contact Centre Development Model Fully Developed/ ‘World Class’ Developed Strategic Development Developing Fundamental Overall Integration / Operational Maturity Source: Based on a model developed by Dimension Data / Merchants
  • 72.
  • 73. ? Increase Customer Satisfaction Reduce Cost Of Operations Increase Efficiencies Increase Revenue Reduce Risk So.. Why have a … - Call Centre - Contact Centre - Customer Service Centre Fulfilling The Key Elements of Most Organisations’ Strategic Plans
  • 76. With one of these… To this …
  • 77.
  • 78. BENEFITS TO COMPANY Lower cost of service Monitored & Managed Quality Management Discipline Centralised Economies of Scale Centre of Excellence Customer Retention Customer Satisfaction Up-Sell and Cross Sell Debt Collection or Debtor Management For many organizations Customer Service and their Contact Centre are the ONLY competitive advantages
  • 79.
  • 82.
  • 84.
  • 85. Reliable and efficient but gives very little control or analytics.
  • 86. Low IntelligenceCall Distribution by means ofHUNT GROUPS Next available operator or agent PABX
  • 87.
  • 90. Special SkillsPABXs & ACDs True call centres / contact centres are equipped with ACD functionality ACD Automatic Call Distributor Invented by ROCKWELL in 1972 Intelligent routing Sophisticated monitoring and reporting ACD >> Learn more about ACDs in Module 5 – Technologies <<
  • 91.
  • 93. Special Skillse.g. Writing skills PABXs & ACDs Most ACD’s now incorporate Multiple Channel Functionality Some ACD’s are or can be Enabled for VoIP* * Voice Over Internet Protocol eMail Fax Scanned Documents SMS / Text Web / Web Chat ACD >> Learn more about ACDs in Module 5 – Technologies <<
  • 95. “World Class” What Does it Take to Become …
  • 96. What Makes a ‘World Class’ Call Centre? Aligned and Integrated Strategies The call centre supports and is aligned with the core business strategies of the organization. Operationally, It Meets Specific Standards ‘Standards’ serve as a measure of quality as defined by external or internal customer expectations. Benchmarked Against Similar Operations Benchmarking against National, Regional and International sector and competitive call centres.
  • 97.
  • 98. eMail
  • 99. Fax
  • 100. Web / Web chat
  • 102. Walk-In Customer ServicesPABX Hunt Groups – Low intelligence ACD Intelligent Routing Monitor and Manage / Statistics / MIS Integration of other communication channels Call Centre / Contact Centre People – Processes-Data and Information – Enabling Technology 6. It takes Time and Commitment
  • 103. Discussion.Questions & Answers << A Group Activity >>
  • 104. 2 Understanding Customer Relationship Management (CRM)
  • 105. 2: Customer Relationship Management (CRM) Gain an understanding of:- Evolution of business Strategies Evolution of enabling technologies What is meant by “convergence” Definition of CRM Differences between CRM Strategies and CRM Applications Importance of CRM and Customer Retention
  • 106. TELEPHONY -CTI INTERNET OPEN SYSTEMS DATA NETWORKS MAINFRAMES DEVELOPMENT OF TECHNOLOGIES & BUSINESS STRATEGIES SOPHISTICATION 2008> ‘70 ‘80 ‘90 2000
  • 107. Customer Relationship Marketing CRM ‘Database Marketing’ ‘One-to-One Marketing’ ‘Lifetime Value Marketing’ Customer Experience Management CEM ‘Loyalty Programmes’ ‘Customer Care’ ‘Relationship Marketing’ CONVERGENCE STRATEGIC MARKETING TELEPHONY -CTI INTERNET OPEN SYSTEMS DATA NETWORKS SOPHISTICATION MAINFRAMES 2008> ‘70 ‘80 ‘90 2000
  • 108. CRM Defined CRM Means TWO DIFFERENT THINGS – Beware not to confuse them CRM – The Business Strategy CRM – The Technologies
  • 109. CRM – The Business Strategy An All-encompassing Business Strategy. Consolidating customer information and knowledge. (Single view of customer) Analyzing data. Understanding the customer’s behaviour. Creating interactive, highly personalised and appropriate or relevant interactions To achieve:- Customer Acquisition Customer Retention Increased Revenues Reduced Costs Customer Satisfaction ( Delight!)
  • 110.
  • 111. The people, processes, and technology aspects of the business associated with Marketing, Sales, and Service.
  • 112. The Corporate Philosophy at the core of any customer-centric business strategy and culture.
  • 113. Supported, not driven, by technology.
  • 114. CRM involves redesigning of Functional Activities.
  • 115. Actively deepening the Knowledge of Customers to meet their Individual Needs.
  • 116. An Holistic Approachthat unifies all points of customer interaction.
  • 117.
  • 118. Why Invest in CRM ? It costs EIGHT TIMES MORE to win a new customer than it does to keep an existing customer. Dissatisfied customers cause other customers to migrate. Customer retention is the key to a profitable business. Managing Customer “Churn” is the difference between Profit and Loss!
  • 119. ? Increase Customer Satisfaction Reduce Cost Of Operations Increase Efficiencies Increase Revenue Reduce Risk Why Spend Resources Developing and Implementing a CRM Strategy ? Fulfilling The Key Elements of Most Organisations’ Strategic Plans
  • 120.
  • 122. Responses to campaigns
  • 123. Sales and purchase data
  • 125. Account (billing) information
  • 127.
  • 128. 90% 85% 75% 50% 45% 35% Software Life Insurance Insurance Brokerage Fixed Line Telecoms Branch Deposits Credit Card % Increase in Customer Net Present Value 100 Impact of 5% Increase in rate of Customer Retention 80 60 40 20 0 [Source: Customer Retention: A New Star to Steer By. Frederick Reicheld and W. A. Sasser
  • 129. What does a CRM Business Strategy Require ? Total Commitment by the company Intimate Knowledge about who our customers and target markets are A thorough understanding of the Economics of CRM Acceptance of the principle that customers determine their Needs and what it is that they Value Company prepared to adapt or alter Business Processes to give customers what they value Give customers the communication Choices and Options that they want
  • 130. The CRM Challenges Once operational your company will DEMAND of your call centre.. Add new communication channels Handle more calls Give Faster Service Provide more information Take on more customers Incorporate new technologies Be more accessible Reduce costs Give more choices to customers Reduce customer ‘Churn’ Increase Revenues Give “World Class” Service
  • 131. Discussion.Questions & Answers << A Group Activity >>
  • 133. STRATEGIES PROGRAMMES PEOPLE PROCESSES FRAGMENTED TECHNOLOGIES THE FAILED ORGANISATION IS MISALIGNED
  • 134. STRATEGIES PROGRAMMES FRAGMENTED TECHNOLOGIES LOSS DRIVERS Fragmented ‘Vision’ Counter-Productive Low Motivation PEOPLE Wasted Resources PROCESSES Over-Spend
  • 135. Growth STRATEGIES Market Focussed PROGRAMMES Aligned, Supported PEOPLE INTEGRATED PROCESSES CONVERGED TECHNOLOGIES THE SUCCESSFUL ORGANISATION A Customer Centric Organization Empowered
  • 136. CRM is not for The Faint-Hearted So.. What will it take ? Total Commitment – from the CEO down. Complete review of all Business Strategies. Review of all Business Rules and Processes. Accurate and current Customer Data. Analysis of customer data / information. Company and product (service) Knowledge and Information. Integration of ALL systems and technologies. Empowerment through skilling / training. Enabling technologies. Knowledgeable and reliable Business Partners / solution providers. Knowledge-based decision-making. Planning, Planning and more Planning.
  • 137. KEY POINTS CRM is first and foremost a BUSINESS STRATEGY CRM applications enable the business processes based on the strategic requirements CRM requires enterprise-wide commitment
  • 138. Discussion.Questions & Answers << A Group Activity >>
  • 140. 3 Operational Dynamics of The Modern Call Centre
  • 141. Team Leader Agent Agent Agent Agent Agent Typical Organisational Chart Start-up or Small Call Centre – 10-30 Agents Call Centre Manager Corporate Technical Support Admin Support Corporate Trainer Supervisor
  • 142. Trainer Coach Coach Agent Agent Agent Agent Agent Typical Organisational Chart Medium to Large Call Centre – 50-100 Agents Call Centre Manager Admin Support Technical Support Quality Assurance Manager Senior Supervisor Supervisor Supervisor Team Leader Team Leader
  • 143. Management Essentials What makes a great Call Centre Manager ? Well proven Operational Experience. Formal Contact Centre Management training and credentials. High-Level abilities: Strategic Technologies People / Human Resource Business Process design Financial Team-Builder TIP: Clearly define competencies, skills and experience in a highly detailed job description document
  • 144. Staffing Essentials What makes a great Call Centre Supervisors and Agents ? Able to work as part of a team. Self disciplined. Self motivated. Computer literate. Keyboard skills. Numeracy and Literacy. Writing skills (eMail/Fax). Articulate speaking voice. Excellent Communication Skills. Acceptable accent and use of language. TIP: Use one of the highly advanced Assessment and Simulation software suites now available
  • 145. Agent Communication Quality Politeness Speaking Activity Rewardingness Listening Activity Role-Relationship Competence Interpretive Understanding Emotional Competence Adaptive Competence Communicative Assurance Task Competence CONVERSATIONAL SKILLS
  • 146.
  • 147. FaxAptitude Testing Check CV & Credentials Face-to-Face Interview Structured Telephone Interview
  • 148. Operational Dynamics of The Modern Call Centre
  • 149. Call Answered By ACD Call Answered By agent Caller Hangs up Agent completes after Call work Call Arrives at ACD Ring Time Queue Time Wrap-up Time Talk Time Speed To Answer (ASA) Handling Time Trunk Holding Time Basic Operational Terms Typically, Music-on-hold Or messages
  • 150. Typical Performance Measurements NOTE:These measures do NOT take actual Customer Experience ( Call Outcomes Quality) into account. Average Speed to Answer - ASA How long a caller waits until answered Service Level(Operational Service Level) % of calls answered in a given time. Typically – 80% of calls answered within 20 seconds Abandoned Rate The number (or %) of callers that hang up before being answered (by a ‘live’ agent)
  • 151. First… Achieve Efficiency Typical Call Centre Key Performance Indicators (KPIs) Key Factors in the Total Customer Experience
  • 152. Then… Achieve Effectiveness – Typical Call Centre Targets Key Factors in the Total Customer Experience
  • 153. Then… Achieve Effectiveness – Typical Call Centre Targets Key Factors in the Total Customer Experience
  • 154. Performance Improvement Greater Efforts and Resources will be required to make small improvements Efficiency Effectiveness Quick Win &“Common Sense” Improvements Time
  • 155. Not Acceptable To callers IDEAL Excessive Costs Impact of Staffing on Service Level
  • 157. Unacceptable Service Level / Under Staffed Acceptable Service Level Excess Service Level / Over Staffed & Costly Call Volume & Staffing Realities Calls Per Hour 100% 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00
  • 158.  Specify Required Service Level & Response Times   Gather Data from ACD and other sources Adapt Adopt Improve   Forecast Anticipated Call Volumes Repeat Process To alter Service Level   Calculate Costs Calculate Basic Staffing Requirements   Calculate Required System Resources Draw-up Staffing Schedules  Calculate Staffing Shrinkage Meeting Service Levels
  • 159.
  • 161.
  • 163. NO YES Business Processes
  • 164. TO BE ABLE TO PLAN & SCOPE YOUR CALL CENTRE Why Are Clearly Defined Business Processes Vital To The Contact Centre? To Establish Roles And Responsibilities. Defining Required Skill Sets & Training. Defining Business Rules. Defining Escalation Procedures. Monitor Efficiencies. Cost Control. Forecasting And Capacity Planning. IT And System Design And Integrations. Reporting And Management Information/ Analytics. Document Requirements. Standardization. Training, Skills Development. Succession Planning. Disaster Recovery And Business Continuity.
  • 165. An Introduction to Process Design(Examples based on BPMN Method) For More Information: www.bpmn.org or www.ebpml.org
  • 166. 1 e n l a o L o P 2 e n a L Understanding POOLS and LANES
  • 167. Expanded Sub - Process Collapsed Collapsed Sub - Repeating Sub Basic Task Repeating Process Process Sub - Process + + Understanding Different types of TASKS Example: Make a cup of tea BASIC TASKS 1: Place kettle under tap 2: Turn on tap 3: Fill kettle with water 4: Switch on kettle 5: When boiled – switch off
  • 168. Start Process or Sub Process End Process or Sub Process Start with a Rule Start with a Timer Process Flow Move from one task to the next, move something (e.g. a document) or send a message Sequence Flow Message Flow A Gateway – a point of DECISION NO Decisions YES Different types of EVENTS I am feeling stressed so I will make tea It is 10 o’clock .. Time for tea Decide to make a cup of tea Finish drinking your cup of tea
  • 169. Start Process or Sub Process End Process or Sub Process Process Flow – Sequence Flow PROCESS FLOW
  • 170. Hey Honey… Please make me a nice cup of tea ! Start Process or Sub Process Start Process or Sub Process End Process or Sub Process Message Flow Process Flow – Sequence Flow MESSAGE FLOW
  • 172. Example: Basic Restaurant Processes Customer Enters Customer Leaves
  • 173. Example: Basic Restaurant Processes ‘Customer’ is a Pool ‘Waiter’ is a Lane ‘Restaurant’ is a Pool ‘Kitchen’ is a Lane
  • 174. Example: Basic Restaurant Processes FRONT OFFICE ‘Customer’ is a Pool ‘Waiter’ is a Lane BACK OFFICE ‘Restaurant’ is a Pool ‘Kitchen’ is a Lane
  • 175. Example: Basic Restaurant Processes Customer Experience The Waiter The Maitre d’hotel The Kitchen
  • 176. TASK DECISION DOCUMENT Expanded Sub Process Collapsed Sub Process Message Flow Process Flow
  • 177. Example: Basic Restaurant Processes End of Process End of Process
  • 179. KEY POINTS Accurate, up-to-date and relevant business process documentation is CRITICAL to the success of the Contact Centre Project. Without Detailed Business Processes it is IMPOSSIBLE to plan or scope a CRM or Contact Centre project.
  • 180. Workbook Exercises Task 10 Task 10 a
  • 181. Contact Centre Technologies An Introduction
  • 182.
  • 183. Dial 1 for Sales Dial 2 for Service Dial 3 for Finance IVR Voice Network SUPERVISOR AGENT WORKGROUP Service Department How may I help you? ROUTING USING IVR 2 ACD PSTN TRUNKS +27 11 465-6768
  • 184. TCP/IP LAN Data Network CTI Computer Telephony Integration APPLICATION SERVERS Voice Network MANAGEMENT (Reporting) SUPERVISOR AGENT WORKGROUP Mr Ling ‘Gold Card’ Customer Mr Ling ‘Gold Card’ Customer Ethernet / Token Ring INTELLIGENT CTI ROUTING.. CLI(Caller Line Identification) ANI(Automatic Number Identification) Caller Line Identification (CLI) ACD PSTN TRUNKS +27 11 465-6768 Good morning Mr Ling. How may I help you?
  • 185. Thank you for calling.. Please enter your account number TCP/IP LAN Data Network CTI Computer Telephony Integration APPLICATION SERVERS Voice Network MANAGEMENT (Reporting) SUPERVISOR AGENT WORKGROUP Mr Ling ‘Gold Card’ Customer Mr Ling ‘Gold Card’ Customer Ethernet / Token Ring INTELLIGENT CTI ROUTING.. 1: Customer In-Put Data (using Touch-Tone) 2: ‘Screen Pop’ Caller in-puts Account Number IVR 2468101214 ACD PSTN TRUNKS +27 11 465-6768 Good morning Mr Ling. How may I help you?
  • 186. BRANCHES WAN EMAIL SERVER FAX SERVER TCP/IP LAN WEB SERVER IVR RECORDER DIALLER Data Network CTI Computer Telephony Integration APPLICATION SERVERS Voice Network MANAGEMENT (Reporting) SUPERVISOR AGENT WORKGROUP Ethernet / Token Ring BROADBAND / ISDN Remote or Home Agent TYPICAL CONTACT CENTRE ACD PSTN TRUNKS
  • 187. BRANCHES WAN TCP/IP LAN EMAIL SERVER FAX SERVER WEB SERVER IVR Data Network RECORDER DIALLER CTI Computer Telephony Integration APPLICATION SERVERS PSTN TRUNKS Voice Network SUPERVISOR AGENT WORKGROUP MANAGEMENT (Reporting) VoIP Ethernet / Token Ring BROADBAND / ISDN Remote or Home Agent NEW GENERATION CONTACT CENTRE ACD eMail Fax Web IVR Recorder Dialer WFM ACD
  • 188. BRANCHES WAN TCP/IP LAN EMAIL SERVER FAX SERVER WEB SERVER IVR Data Network RECORDER DIALLER CTI Computer Telephony Integration APPLICATION SERVERS PSTN TRUNKS Voice Network SUPERVISOR AGENT WORKGROUP MANAGEMENT (Reporting) VoIP Ethernet / Token Ring BROADBAND / ISDN Remote or Home Agent NEW GENERATION CONTACT CENTRE ACD eMail Fax Web IVR Recorder Dialer WFM ACD
  • 189. PABX EXTENSIONS TCP/IP LAN EMAIL SERVER FAX SERVER WEB SERVER IVR Data Network RECORDER DIALLER CTI Computer Telephony Integration APPLICATION SERVERS PSTN TRUNKS PSTN TRUNKS Voice Network SUPERVISOR AGENT WORKGROUP MANAGEMENT (Reporting) VoIP Ethernet / Token Ring THE ENTERPRISE CONTACT CENTRE ACD
  • 190. Discussion.Questions & Answers << A Group Activity >>
  • 192. Automatic Call DistributorThe ACD Allows efficient routing of calls Conditional & Skills-based routing Assigns calls to first available (most appropriate) agent Queues calls / on hold Intelligence-based Voice Announcements Maintains accurate call volume / duration / routing data In-bound and Outbound Real time performance data Macro and Micro performance monitoring Real time Queue management / configuration Multimedia integration (eMail/Fax/Documents) VoIP ready (most newer) Can integrate to most enterprise PABXs (or replace)
  • 193. Real-time view of individual or agent group performance Real-time view of agent groups
  • 194. Conferencing Manage Multiple Interactions Extensive Call Controls Real-time Interactive Directories
  • 195. Supporting the Multimedia Environment Voice Mail Faxes Call Recordings Web Chat Recordings
  • 196. Interactive Voice Response IVR Automates certain interactions with callers. Selectively routes calls. e.g “Dial 1 for ..” Interfaces with databases. “Reads” data / presents as Voice. Can handle calculations. Interfaces with Fax-On-Demand. Provides recorded “audiotext” information. Multilingual information. Can incorporate Voice / Speech recognition. Ideal for ‘after hours’ service. Customer self service. Handles excessively high call volumes. CAUTIONS Most callers dislike IVR. Get professional advice. NEVER offer more than four menu options!
  • 197. ROUTING USING IVR Dial 1 for Sales Dial 2 for Service Dial 3 for Finance Please select a fax. Please dial your fax # IVR Thank you for calling.. Please enter your account number Dial 1 to listen to information about … Dial 2 to listen to … Dial 3 to hear ….. Voice Network SUPERVISOR AGENT WORKGROUP Mr Ling ‘Gold Card’ Customer Service Department How may I help you? 1: Caller Selects Routing from Options 2: System ‘Reads’ Calling Number – Interprets action 3: Caller in-puts identification data – System Interprets action 4: Caller Selects to listen to recorded info – System plays recording. 5: Caller selects a fax – inputs own fax # Caller Line Identification (CLI) 2 ACD PSTN TRUNKS +27 11 465-6768
  • 198. EXCEPTIONALLY HIGH CALL VOLUME AGENT WORKGROUP IVR for HIGH VOLUME CALLS Example 1: We are aware of the problem… etc Example 2: We are experiencing high call volumes… please stay on the line. High Capacity IVR IVR Example 3: We expect a very long delay. Please leave a message.. Will call you back ACD SUPERVISOR Example 5: We have your number (CLI). We will call you back shortly NOTE: Plan for sufficient line (trunk) capacity and IVR channel capacity
  • 199. ‘Next Generation’ IVR… EXCEPTIONALLY HIGH CALL VOLUME Interpretation & Systems Interactions AGENT WORKGROUP Human Speech Recognition Systems What is the balance in my savings account? Hello.. How can we help you today? No problem Sir.. What is your account number ? It’s 26786548 Thank you. Please state your name (Voice Signature) John Smith` You have balance of Seven Hundred and ten Dollars. What else can we do for you ? ACD SUPERVISOR
  • 200. Day Two World Class Call Centres: Understanding the Key Strategic Issues Knowledge & Skills Development Seminar and Workshop Harrisons on 12th, Rivonia 22-23 May 2008 Call Centres : Contact Centres : Customer Service Centres © Copyright Strictly Reserved. All material contained herein is protected by South African and International copyright and intellectual property protection legislation.
  • 201. Examples of IVR Systems Route Call to IVR sub-System Enter CellPhone No MENU ONE Or Enter # 1 English 2 Zulu MENU TWO 1 PUK or Voice Mail 3 Sesotho MENU THREE 2 Free eMail Service 1 SIM Swop 4 Afrikaans 3 Lost or Stolen 2 VodaCare / Dealer 4 New Products 3 Roaming 0 Other Options 0 Speak to Consultant Announcement about Call Recording ACD Agent Queue 1 MINUTE 38 SECONDS Example 1: Vodacom Customer Care Line 082-1082 Recorded 2 June 07 082-1082
  • 202. MENU ONE 1 Account or Billing Enquiries SUB MENU 1 1 Option One 2 City Power 2 Option Two 3 Joburg Water Welcome Announcement 3 Operator 8 Follow-up on a previous call 4 Pickie Tup (Refuse Removal) Temporary Announcement – Power Outages 5 Joburg Roads Agency ACD QUEUE 6 Metro Bus 7 Participate in City Planning 0 All other agencies – General * Repeat options 5 Example 2: City of Johannesburg -Joburg Connect 011-375-5555 Recorded 2 June 07 011-375-5555 1 minute 32 seconds
  • 203. SUB MENU 1 1 Enter Account Number MENU ONE 1 List of Power Outages System read-back number 2 Report a fault 0 to confirm or 1 to re-enter 3 Account balance enquiry Your account balance is …. Welcome Announcement 4 Submit a Meter Reading Your reference number is … 0 Speak to an agent Temporary Announcement – Power Outages SUB MENU 3 SUB MENU 2 3 Afrikaans 1 Return to Main Menu 5 English ACD QUEUE 0 Speak to an Agent 6 Xhosa 9 Other Languages Example 3: Eskom Customer Care Centre 0860-037566 Recorded 2 June 07 0860-037566
  • 204. Example of an IVR Speech Recognition System Example 4: The Airports Company – O R Tambo International- Johannesburg 086-727-7888 Recorded 2 June 07 MENU ONE 086-727-7888 1 Flight Information EXAMPLE 1 2 Parking Information EXAMPLE 2 3 Other Queries 4 Travellers Assistance
  • 205. Easy to use,Drag and drop IVR scripting tools
  • 206. Just some Fun … Irish Mental Health Hotline IVR
  • 207. Discussion.Questions & Answers << A Group Activity >>
  • 208.
  • 209. Capacity is a factor of trunks and extensions.
  • 210.
  • 211. Configuring recording for Agent Quality Monitoring
  • 212. Typical Agent Quality Monitoring
  • 213. Workforce Management The Right Agent … With The Right Skills … At The Right Time … Forecast Service Level Predicted call volume based on historical ACD data Number of Agents Required Estimated Talk Time After call work
  • 214.
  • 215. Customer data verification or collection
  • 221. Political CanvassingTechnology Enabled Dialling Increases Efficiency And Can Dramatically Reduce Costs By 200% To 300%
  • 222.
  • 227. Fax and Modem Tones
  • 228. Out Of Order
  • 229.
  • 233. Fax and Modem Tones
  • 234. Out Of Order
  • 236.
  • 240. Fax and Modem Tones
  • 241. Out Of Order
  • 242.
  • 246. TeleSalesVery Expensive Technology BUT can give fast ROI due to very high efficiencies.
  • 247.
  • 252. Fax Tone Call Type Codes Sent to PD Server  Call Type Codes Written to database PDDials out on more lines than there are agents. Large Number Outbound Trunks (lines) Dialer draws numbers from segmented database More About Predictive Dialing Database Server Predictive Dialer Server ACD NOTE: Can be up to 2.5 times more lines than agents
  • 253.  ‘Live’ Human Voice  PD system only connects “live” connects to call centre agents. Large Number Outbound Trunks (lines) More About Predictive Dialing 1: ‘Pace’ at which PD dials and delivers calls to agents can be controlled. 2: ‘Too Aggressive = Agent burn-Out. 3: ‘Too Aggressive = Connects to customers but no agent available to take call = ‘White Sound’. Predictive Dialer Server
  • 255. 5 Contact Centre Technologies Part Two – An Alternative
  • 256. Lets Talk About… Hosted Contact Centre Solutions… 5 An alternative to purchasing your own technology
  • 257. EMAIL SERVER FAX SERVER WEB SERVER IVR RECORDER DIALLER CRM Appl ACD PSTN TRUNKS YOUR CALL CENTRE
  • 258. EMAIL SERVER FAX SERVER WEB SERVER IVR RECORDER DIALLER CRM Appl ACD PSTN TRUNKS YOUR CALL CENTRE
  • 259.
  • 260. Pay for what you use
  • 261.
  • 262. 100% Technology Roadmap Innovation User Training and Awareness You pay for 75% Functionality Usage 50% Flexible Licensing Capacity Planning Typical Usage 25% 0% You only use 25% 50% 75% 0% 100% License Usage
  • 263. How Much Does Technology REALLY Cost ? The REAL Total Cost of Ownership Installation Integration Maintenance Upgrades Security Backup Servers Internal Labour Testing Development
  • 264. How Much Does Technology REALLY Cost ? The REAL Total Cost of Ownership Installation Integration Maintenance Upgrades Security Backup Servers Internal Labour Testing Development
  • 265. How Much Does Technology REALLY Cost ? The REAL Total Cost of Ownership Installation Integration Maintenance Upgrades Security Backup Servers Internal Labour Testing Development
  • 266.
  • 267. All contact centre infrastructure is fully provided for
  • 268. Off balance sheet & improved cash flow
  • 269. Faster time to market
  • 270. Infrastructure and technology required to introduce new services is already in place
  • 272. Allows you to focus on agent competencies rather than infrastructure management
  • 273. Focus on core competencies
  • 274. Re-channel your IT skills to other, more strategic areas of the business
  • 276. You only pay for what you use
  • 277.
  • 278. No need to source, train and retain hard-to-find IT professionals
  • 279. Access to the latest technology
  • 280. Infrastructure and applications are upgraded on an ongoing basis
  • 282. Capacity planning made easy. Turn functionality on as and when you want it
  • 284.
  • 285. Day Two World Class Call Centres: Understanding the Key Strategic Issues Knowledge & Skills Development Seminar and Workshop Harrisons on 12th, Rivonia 18th – 19th March 2008 Call Centres : Contact Centres : Customer Service Centres © Copyright Strictly Reserved. All material contained herein is protected by South African and International copyright and intellectual property protection legislation.
  • 286. IP Telephony & Voice Over IP Explained VoIP Voice over Internet Protocol IP Telephony Voice transmitted over a computer network
  • 287. Relies on a physical point-to-point connection In The Beginning… POTS Plain Old Telephone Services PSTN Public Switched Telephone Network “Circuit Switched Telephony” (TDM – Time Division Multiplexing)
  • 288. Receiver's IP address Each packet contains the Senders IP address and.. WAN VPN Internet From POTS to PACKETS VoIP & IP Telephony Voice signals sent as data packets
  • 289. Public Service Telephone Network $$ TelCo $$ PABX PABX
  • 290. Public Service Telephone Network WAN VPN Internet PABX Router Router PABX
  • 291. WAN VPN Internet By-pass or avoid Telco costs. Optimize use of own WAN and LAN. Take advantage of low-cost IP links. Leverage existing PABX investment.
  • 292. TAKE THE FREE SKYPE DOWNLOAD
  • 293.
  • 294. IP Telephone ( with built-in NIC) is a Network IP Device PC with NIC is a Network IP Device More About Networks Network Interface Card NIC Connects an IP Device to the Local Area Network (LAN)
  • 295. More About Networks Network Interface Card NIC Connects an IP Device to the Local Area Network (LAN) The NIC is the single most important component for any LAN device because it provides the device with its physical address on the LAN
  • 296. More About Networks Network Interface Card NIC Connects an IP Device to the Local Area Network (LAN) The NIC address is known as the MAC Address Media Access Control Example of a MAC address 00-0A-E4-02-7B-99
  • 297. Example MAC address 00-0A-E4-03-9B-88 IP Telephony Server HUB LAN WAN OR INTERNET VoIP Traffic on the WAN uses The IP Addressing System Example IP address 192.168.2.4 Example MAC address 00-0A-E4-02-7B-99 ROUTER or EDGE DEVICE
  • 298. Router ‘converts’ IP address to MAC address Example MAC address 00-0A-E4-03-9B-88 HUB LAN WAN OR INTERNET Call addressed to IP address 192.168.2.4 Example MAC address 00-0A-E4-02-7B-99 IP Telephony Server ROUTER or EDGE DEVICE External (WAN) VoIP call
  • 299. About SIP … Session Initiation Protocol Rapidly emerging as the dominant standard in IP Telephony market. Probably will replace the current H323 standard. Allows seamless integration with multiple endpoint devices:- IP Desk Phone PC Softphone PDA Cellphone Easy and practical integration of multiple vendor technologies. SIP-enabled PABX / ACD NOTE: Allows for the evolution of the organisation’s traditional circuit switched (POTS/TDM) to slowly migrate to a IP Telephony solution. Is YOUR VoIP solution SIP-compliant ?
  • 300.
  • 302. Home
  • 306. Instant Messaging and presence tracking
  • 308. Wide range of telephony features
  • 310. Operates on Windows-based Computers.
  • 311.
  • 312.
  • 315.
  • 316. Discussion:Questions & Answers << A Group Activity >>
  • 317. 6 Baseline & Benchmarking
  • 318. BENCHMARKING Where are we? Where are we going ? Why ? Effective Service Delivery is Governed by the Metrics
  • 319. Baseline & BenchmarkingOUTCOMES Gain an understanding of:- Why contact centres should have baselines and benchmarks What to Baseline and Benchmark How to define baselines and benchmarks for new call centres Establishing baselines and benchmarks for existing call centres Benchmarking methodologies – examples Reports - examples Using benchmarking for continuous improvement
  • 320. Why Baseline and Benchmark Provides basis for aligning contact centre with defined corporate business strategies. Aids development planning Identify opportunities for cost reduction or revenue generation. Clearly identify areas of weakness / strengths. Measures Contact Centre performance against international and national Best Practices. Benchmark against competitors Disciplines and Structured approach
  • 321. Guiding Principles for Performance Metrics Abandon as few calls as possible. Answer as many calls as possible. Handle calls as quickly as possible within defined time. Process as many customer enquiries as possible every hour. Avoid as many calls as possible or reduce the number of calls by moving customers to other channels. Maintain or reduce the cost of handling customer calls.
  • 322.
  • 323. Wrap-up Time ( After call admin)
  • 324. Percentage of agent capacity used talking to caller
  • 325.
  • 326. Baseline and Benchmark Mapping Contact Centre Assessment People 100 90 80 Process Performance 70 60 50 40 30 20 10 0 Commercial Technology Information Facilities/Infrastructure
  • 327. Initial Assessment Current Contact Centre Assessment Where is the Call Centre today? People 100 90 80 70 Process Performance 60 50 40 30 20 10 Current situation 0 Technology Commercial Information Facilities/Infrastructure
  • 328. Assessed against benchmarks Benchmarking assessment People Where should the CC be? 100 90 80 70 Process Performance 60 50 40 30 20 Current situation 10 0 Benchmark Technology Commercial Information Facilities/Infrastructure
  • 329. Identify possible solutions to address these gaps Gap Analysis Gaps Contact Centre Assessment What gaps exist in the CC? People 100 90 80 70 Process Performance 60 50 40 30 20 Current situation 10 0 Benchmark Technology Commercial Information Facilities/Infrastructure
  • 330. EXCESS ZONE DESIRABLE PERFORMANCE ZONE Better Than % calls answered < 20 seconds REQUIRES ATTENTION Assessed Performance Against Competitors Same As Assessed Performance Against Agreed Benchmarks % abandoned calls Average talk time Worse Than CRITICAL ACTION ZONE First call resolution Moderate Low High Customer Service Impact Example of Post-Audit Performance Mappingand Prioritisation Model = N.B. Examples only
  • 331. Contact Centre Operational Audit and Benchmarking You can only manage it … If you can measure it.
  • 332. Management Customer Experience People Business Integration Processes Financial Technology Strategic Definitions Knowledge Management Quality Reporting Workforce Management AUDIT OF CONTACT CENTRE COMPETENCIES Operational Strategic
  • 333. Operational Audit & Benchmarking Methodology Weighted Score (out of 4) Section being audited Auditor’s Observations Risk Index Remedial Recommendations Function being audited Section Score
  • 334.
  • 335. Not in practice
  • 337.
  • 338. Some evidence of ad hoc implementation
  • 340.
  • 341. Not fully understood and/or applied across the operation
  • 342.
  • 343. Making a positive contribution to operation’s continuous improvements
  • 344.
  • 345. Firmly imbedded into the operational culture and procedures.
  • 346. Visible signs of driving continuous improvement throughout all streams in the operation.
  • 347.
  • 348. Overall Score Operational Development Q1 2007 Strategic Development 1.71
  • 349. KEY POINTSBaselines & Benchmarks You can only Manage if you can Measure Establish realistic and appropriate goals Preempt the need for ‘crisis-driven’ remedial interventions ‘Overkill’ is costly Establish Baselines to start Benchmarking is the key to maintaining defined Service Levels Do not confuse Benchmarking with Quality Assurance !
  • 350. About SA Contact Centre Standards
  • 351. Categories Covered by The Standards Leadership and Customer Satisfaction Management Practices Operational Management Practices Human Resource Management Practices Technical Resource Management Practices
  • 352. Typical Issues Covered by The Standards
  • 353. Clear and Concise (Standardised) Definitions
  • 354. Examples of Standards
  • 355. More Examples of Standards
  • 356. Why Implement The Contact Centre Standards? The Standards represent “Best Practice” as defined by over 70 of South Africa’s top call centre professionals and consultants liaising with international specialists. ‘Best Practice’ manifests as dramatic improvements in efficiencies and effectiveness. The Standards will create a powerful Competitive Advantage. The Standards are designed for International application and use.
  • 357. How ? Obtain a copy of The Standards from Standards SA or from a consultant. Audit your contact centre against the standards. (Or have a professional consultant carry out the audit) Identify the Gaps Design and Implement Interventions and processes to come into line with standards
  • 358. Discussion.Questions & Answers << A Group Activity >> 6
  • 359. Planning A New Call Centre 7 Napoleon IEmperor of the French 1769 - 1821 “Men, horses and cannon are useful in battle but Strategy and Planning win wars”
  • 361.
  • 362. Input Information Required for Planning Organisational strategic issues / goals / pressures Customer demographics Known contact volumes Telephone eMail Fax Correspondence Internal / External Consumer / B2B Known measures Call duration by type Admin processes / time / by type Contact types What triggers contacts? Inbound Outbound Fluctuations & Drivers Seasonal Monthly / Weekly Event-driven Predictable Unpredictable Growth projections Specialized skills Available Required Integration into existing systems Reporting requirements Management & Staffing
  • 363. The Fresh Water Company Case Study: - Planning - Contact Type
  • 364. The Fresh Water Company The average or estimated time that that it takes to complete this interaction type
  • 365.
  • 367.
  • 368. So… agents can only handle 96 calls per hour.
  • 369. Now we need 74 agents !NO.. A lot more !
  • 370. The Realities are that agents are NOT 100% productive ! % of Agent time spent NOT handling calls * FTE = Full Time Equivalent Agent We need 74 x 41% (30) or 74+30= 104 Agents
  • 371. But what about … eMail processing Fax processing Written correspondence Faxes SMS contacts Walk-ins Different call types – different call handling and after call handling times. And now… consider call arrival patterns… How many agents will be needed in the “Busy Hour/s” ?
  • 373. Unacceptable Service Level / Under Staffed Acceptable Service Level Excess Service Level / Over Staffed & Costly Call Volume & Staffing Realities How many agents here ? Calls Per Hour 100% 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00
  • 374. Key Planning Issues - Technologies Anticipated number of agents. One site or multiple, networked sites. Different queue types. Agent groups / Skills Sets Quality Assurance requirements. Compliance requirements. Voice recording Required reports. Inbound / Outbound ratios. Operational Hours. E.g 7 x 24 IVR Requirements. Systems integration. Disaster Recovery / Business Continuity.
  • 375. Technology Planning – more detailed Agent positions Allowance for growth Telephone only or Multimedia Supervisor positions Technical sophistication Trunking / Networks Number of digital lines Number of analogue lines ADSL / Internet connectivity LAN / WAN / VPN Capacity / Bandwidth issues IVR Type and capacity Recording. Type and Capacity Business Processes Existing processes Mapping & Documentation New or Re-engineered processes CTI Requirements System Integration issues Headsets Ergonomics Uninterruptible PowerSupply (UPS) Type and capacity Desking Reticulation / Cabling
  • 376. KEY POINTSPlanning Follow strict Project Management protocols. Ensure that your project team has appropriate contact centre knowledge. Good decisions will be based on good information and good analysis. Plan for strategic and operational issues
  • 378. Discussion.Questions & Answers << A Group Activity >>
  • 379. Talking About Quality Assurance 4 241
  • 380. What Is Quality? Totality of features and characteristics of a product or service that bears upon its ability to satisfy stated or implied needs. ISO- International Standards Organisation. The degree of excellence of a thing. Concise Oxford Dictionary.
  • 381. The Three Faces of Quality? Conformance Quality- conforming to specifications; having a product or service that meets predetermined standards. Requirements Quality - meeting total customer requirements; having perceived attributes of a service or product that meet or exceed customer requirements. Quality of Kind - quality so extraordinary that it delights the customer; having perceived attributes of a product or service that significantly exceed customer expectations, thereby delighting the customer with its value.
  • 382. Approach The quest for quality within the Contact Centre involves all areas of the organisation. Not simply agent performance management, but also monitoring and improving… systems processes training access to information other areas which impact the agent’s ability to provide a quality service. The keys to successful Quality Management initiatives in the Contact Centre are: A shared understanding of the reasons for Quality Management A defined organisational approach to Quality improvement Documented strategy, processes and standards A thorough understanding at all levels of what is expected
  • 383. Why Formal Quality Management is important Allows management to identify and analyze EFFECTIVENESS of existing processes in each operational area. Identifies ways of continuously monitoring and controlling Quality Assurance standards. Formally documents new and existing processes and establish new process development strategies. Analyzes effectiveness of the current knowledge sharing methods and processes. Identifies and analyzes measures utilized to deliver current statistics reports. Allows the operation to constantly Adapt, Adopt and Improve.
  • 384. Quality Assurance Should Not NOT be A Cost-Based Strategy Call monitoring (voice recording) alone is not enough – It is just the beginning. Call monitoring tends to be heavily cost (efficiency) based: Cost per call. Number of calls handled per day/hour. Talk time. Wrap-up time. Total average handle time. Abandonment rate. Adherence to schedule. Service level expectations. It is the CUSTOMER EXPERIENCE that counts !
  • 385. Delighting Customers.. Not Merely Satisfying their basic needs…
  • 386.
  • 393. Time
  • 394. Handle
  • 395. Wrap
  • 396. Hold
  • 400. First call resolution
  • 401. Satisfaction with resolution
  • 405. Feeling valuedQuality Alignment Combine results for a 360° view
  • 406. Evaluate your QM Methods Professional tips.. Think Customer Experience, not Management Expectation Design your Quality Management initiative from the outside (customer viewpoint) inwards. Ask the customer If this isn’t about the customer, what’s the point? Beware of objectivity – customers aren’t objective What should you be measuring, and what constitutes compliance? Good enough does not equal excellent What is the standard? Benchmark Target Standard If QM becomes routine, you’ve lost it If agents are fighting for points, you’ve missed the point of QM
  • 407.
  • 408. Gives the Organization the Ability to Directly Measure Improvement or Decline In The Customer Service Experience.
  • 409. Understanding Of Flaws In Service Delivery.
  • 410.
  • 412. BudgetingOUTCOMES Gain an understanding of the processes required to create project budgets Costing elements. Costing models – examples. Populating costing models. Procurement processes. RFI / RFP / RFQ – Explained. Evaluating tender responses. Setting and managing vendor service levels.
  • 413. The Functional Requirements Specifications The document that from a strategic perspective CLEARY DEFINES all of the Resources, Functionality and Infrastructure required for the project. The most critical element of contact centre project development and pre-planning. Forms the basis for budget development Forms the basis for all procurement processes. NOTE: The Functional Requirements Document is a Critical Element Required for Budget Planning & Procurement. Ensure professional advice.
  • 414. >>> Get your FREE Template / Methodology <<< Example of A Structured Functional Requirement / Technical Specification Document
  • 415. >>> Get your FREE Template / Methodology <<< Example of A Structured Functional Requirement / Technical Specification Document >>> Get your FREE Template / Methodology <<<
  • 416.
  • 424.
  • 426. Books.
  • 429.
  • 433.
  • 438.
  • 442.
  • 445.
  • 446.
  • 448. Water
  • 452.
  • 453. Cost per process
  • 454. All cost variables1: Start-Up (Pre-launch) 3-12 months. 2: First Year Operations 3: Three Year Total Cost of Ownership
  • 455. >>> Get your FREE Template / Methodology <<<
  • 456. >>> Get your FREE Template / Methodology <<<
  • 457. You MUST be able to calculate this !
  • 459. Elements of Procurement Processes RFI – Request for Information RFS – Request for Solution RFP – Request for Price RFQ – Request for Quotation Procurement Committee Strong representation by project planning and operational personnel. Project team must have thorough knowledge of overall contact centre People, Processes and Technologies issues. BEFORE issuing the RFI/P/Q, produce a highly detailed bid evaluation methodology and process. Time-Lines Move only as fast as is practical – The biggest, most expensive mistakes are the result of the project moving too fast.
  • 460.
  • 461.
  • 462.
  • 463.
  • 464.
  • 465.
  • 466. Discussion:Questions & Answers << A Group Activity >>
  • 467. 9 Consider …The Outsourcing Option
  • 468. Some Key Points to Consider It is often more cost effective to outsource ALL or PART of your contact centre requirements. Most good outsourcers will handle work MORE EFFICIENTLY than an in-house operation. Consider the TRUE OPERATING COSTS of your contact centre – It will probably be HIGHER than the outsourcer will charge. Building a new call centre will take at least 6 to 9 months. Consider the CAPITAL COST of building a call centre versus OPEARTIONAL COST of outsourcing. Outsource so that you can focus on YOUR CORE BUSINESS. Can you do the job as effectively as an outsourcer in terms of COST and CUSTOMER SATISFACTION ?
  • 469. Key Business DriversWhy Companies Outsource 9
  • 470. WHAT TO LOOK FOR…When evaluating an Outsource Services Provider 9
  • 471. Discussion:Questions & Answers << A Group Activity >>
  • 472. For More Information… www.icmi.com www.callcenters.com.au www.rodjones.co.za rod@rodjones.co.za www.c3africa.com www.contactindustryhub.co.za
  • 474. Project Team Knowledge Development Recommended Reading All available from www.c3africa.com
  • 475. www.contactindustryhub.co.za More FREE Stuff… THE COMMUNICATION HUB FOR THE AFRICAN CONTACT CENTRE & BPO INDUSTRY FREE eMailed Newsletter FREE Links to Global Contact Centre Resources FREE information FREE – List your outsource business