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Maximizing the Potential of
Quality Assurance in Your Contact Center
icmi.com | 800.672.6177
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
Follow the conversation @Art_Hall4 #df12 #QAROI
 Current Reality
 Drivers of Customer Experience
 The Financial Impact of Quality Customer Care
 Defining the Customer Experience
 New Call Monitoring Guidelines and Metrics
Agenda
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
The voice of the customer is not in your head; it’s the ACTUAL voice
of the customer.
• Quality assurance is a critical enabler for ensuring agent compliance and
internal conformance
• Drivers of customer experience are usually different from the metrics used to
evaluate agent quality. This leads to:
1. A perception disparity between the customer served and the organization serving those
customers on the delivery of customer care
2. Agent behavior is usually motivated by the measures in the quality assurance monitoring form
which may not be aligned to customer experience drivers
Current Reality
How do you recalibrate your quality assurance program align with
customer experience drivers?
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
Customer Experience (CX)
requires the following changes:
• Governance
• Cultural
• Process
• Discipline
Upstream issues cause
downstream problems
• Key tenet in CX but limitations
exist within traditional quality
assurance programs without the
right investment in enabling
technology
Agents are a key asset in the
battle
• Tremendous opportunity for
contact centers and support
organizations
Drivers of Customer Experience
Redacted: Customer Experience Management: Seven Lessons from the Quality Movement –
Enterprise Apps Today August 9, 2012
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
Industries are making strides in basic customer service transactions
but can learn lessons from other industries
Drivers of Customer Experience
CX
Dimensions
Retail Banking Airlines Hotels Healthcare
Multi-channel
Information
Access
Mature Mature Mature Developing Developing
Expanded
Hours
Mature Mature Mature Mature Developing
Price
Comparison*
Mature Developing Unknown Unknown Developing
Seamless
Integration
Unknown Mature Mature Mature Developing
Loyalty
Programs
Mature Mature Mature Mature Developing
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
The Financial Impact of Quality Customer Care
# Calls to
Resolve
% Overall Calls # Problems # Calls Offered
1 60% 60,000 60,000
2 20% 20,000 40,000
3 15% 15,000 45,000
4 5% 5,000 20,000
40% 100,000 105,000
Company Assets
200,000 customers x $1,000 annual
revenue per customer
$200M
Cost per Call 5,000 extra calls x $5.00 cost per call
$25,000 extra cost per
quarter
Failure to resolve 15% of
calls
Results in a CSAT drop from 50% to 40%
$80M protected assets or a
loss of $20M per quarter
Quality & Customer Care
Profitability Impact (per
quarter/per annum)
….and the survey says
$20,525,000/quarter or
$82.1M/annum
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
Defining the Customer Experience
Develop tactics to close the
expected-vs.-actual gap
(incorporate VOC and
benchmarking)
1a. Review SLAs with hosting vendor
1b. Minimize size of graphics to speed page loads
Determine actual
customer experience
Determine critical customer
touch points
(aka, “Moments of Truth”)
from customer’s viewpoint
“Interest Me” “Meet My Initial Need”
“Keep Meeting
My Needs”
Develop reward & recognition
for achieving or exceeding
expected customer experience
Develop appropriate set of rewards and recognition
5
4
3
2
1
1a. Website available = x%
1b. Website satisfaction = y
2. Recognition factor = z
1a. Website available
> 99.99%
1b. Website satisfaction
> 4.5
2. Recognition factor > x
1. Marketing web site
2. Advertisements
Document Expected Customer
experience (incorporate VOC
and benchmarking)
Sales Fulfillment Service
Process
1. Apply by phone
2. Apply by website
3. Get notification of decision
4. Close financial transaction
1. Account issue raise by phone
or email
2. Complain by web mail
3. Receive solution to complaint
4. Hear about other products
5. Take part in surveys
1a. Average hold time < 2 min
1b. Application time < 10 min
2a. Website available > 99.99%
2b. Application time < 15 min
1a. Average hold time < 2 min
1b. 1st time resolution > 95%
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
New Call Monitoring Guidelines
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
New Quality Monitoring Metrics
Contact Center ROI
– Measures the value
creation/destruction of customer
interactions
Agent Peak Performance Index
– Each agent that a survey is conducted
is scored by the actual voice of the
customer
– If the index is falling, it raises a red flag
to supervisors/trainers for additional
coaching/training
– If the index is rising, it demonstrates
which associates are providing
customer-centric support
– Agent ROI x Accuracy (QA Score) /
% Delight Treating Customers as
Valued
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
Correlate metrics with research or historical information
Interdependent Metrics
Customer Sat Employee Sat Cost / account Product / house
Customer
Satisfaction
NA + 0 ++
Employee
satisfaction
+ NA - +
Cost per account 0 - NA +
Product per
house
++ + 0 NA
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
Any Questions?
Art Hall
Director
Alvarez & Marsal Business Consulting LLC
3424 Peachtree Road Suite 1500
Atlanta, Georgia 30324
Email: ahall@alvarezandmarsal.com
Twitter: @Art_Hall4
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177
Please remember to complete your
session evaluation!
Thank you for attending!
©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177

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Maximizing the Potential of Quality Assurance in Your Contact Center

  • 1. Maximizing the Potential of Quality Assurance in Your Contact Center icmi.com | 800.672.6177
  • 2. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 Follow the conversation @Art_Hall4 #df12 #QAROI  Current Reality  Drivers of Customer Experience  The Financial Impact of Quality Customer Care  Defining the Customer Experience  New Call Monitoring Guidelines and Metrics Agenda
  • 3. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 The voice of the customer is not in your head; it’s the ACTUAL voice of the customer. • Quality assurance is a critical enabler for ensuring agent compliance and internal conformance • Drivers of customer experience are usually different from the metrics used to evaluate agent quality. This leads to: 1. A perception disparity between the customer served and the organization serving those customers on the delivery of customer care 2. Agent behavior is usually motivated by the measures in the quality assurance monitoring form which may not be aligned to customer experience drivers Current Reality How do you recalibrate your quality assurance program align with customer experience drivers?
  • 4. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 Customer Experience (CX) requires the following changes: • Governance • Cultural • Process • Discipline Upstream issues cause downstream problems • Key tenet in CX but limitations exist within traditional quality assurance programs without the right investment in enabling technology Agents are a key asset in the battle • Tremendous opportunity for contact centers and support organizations Drivers of Customer Experience Redacted: Customer Experience Management: Seven Lessons from the Quality Movement – Enterprise Apps Today August 9, 2012
  • 5. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 Industries are making strides in basic customer service transactions but can learn lessons from other industries Drivers of Customer Experience CX Dimensions Retail Banking Airlines Hotels Healthcare Multi-channel Information Access Mature Mature Mature Developing Developing Expanded Hours Mature Mature Mature Mature Developing Price Comparison* Mature Developing Unknown Unknown Developing Seamless Integration Unknown Mature Mature Mature Developing Loyalty Programs Mature Mature Mature Mature Developing
  • 6. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 The Financial Impact of Quality Customer Care # Calls to Resolve % Overall Calls # Problems # Calls Offered 1 60% 60,000 60,000 2 20% 20,000 40,000 3 15% 15,000 45,000 4 5% 5,000 20,000 40% 100,000 105,000 Company Assets 200,000 customers x $1,000 annual revenue per customer $200M Cost per Call 5,000 extra calls x $5.00 cost per call $25,000 extra cost per quarter Failure to resolve 15% of calls Results in a CSAT drop from 50% to 40% $80M protected assets or a loss of $20M per quarter Quality & Customer Care Profitability Impact (per quarter/per annum) ….and the survey says $20,525,000/quarter or $82.1M/annum
  • 7. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 Defining the Customer Experience Develop tactics to close the expected-vs.-actual gap (incorporate VOC and benchmarking) 1a. Review SLAs with hosting vendor 1b. Minimize size of graphics to speed page loads Determine actual customer experience Determine critical customer touch points (aka, “Moments of Truth”) from customer’s viewpoint “Interest Me” “Meet My Initial Need” “Keep Meeting My Needs” Develop reward & recognition for achieving or exceeding expected customer experience Develop appropriate set of rewards and recognition 5 4 3 2 1 1a. Website available = x% 1b. Website satisfaction = y 2. Recognition factor = z 1a. Website available > 99.99% 1b. Website satisfaction > 4.5 2. Recognition factor > x 1. Marketing web site 2. Advertisements Document Expected Customer experience (incorporate VOC and benchmarking) Sales Fulfillment Service Process 1. Apply by phone 2. Apply by website 3. Get notification of decision 4. Close financial transaction 1. Account issue raise by phone or email 2. Complain by web mail 3. Receive solution to complaint 4. Hear about other products 5. Take part in surveys 1a. Average hold time < 2 min 1b. Application time < 10 min 2a. Website available > 99.99% 2b. Application time < 15 min 1a. Average hold time < 2 min 1b. 1st time resolution > 95%
  • 8. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 New Call Monitoring Guidelines
  • 9. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 New Quality Monitoring Metrics Contact Center ROI – Measures the value creation/destruction of customer interactions Agent Peak Performance Index – Each agent that a survey is conducted is scored by the actual voice of the customer – If the index is falling, it raises a red flag to supervisors/trainers for additional coaching/training – If the index is rising, it demonstrates which associates are providing customer-centric support – Agent ROI x Accuracy (QA Score) / % Delight Treating Customers as Valued
  • 10. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 Correlate metrics with research or historical information Interdependent Metrics Customer Sat Employee Sat Cost / account Product / house Customer Satisfaction NA + 0 ++ Employee satisfaction + NA - + Cost per account 0 - NA + Product per house ++ + 0 NA
  • 11. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 Any Questions? Art Hall Director Alvarez & Marsal Business Consulting LLC 3424 Peachtree Road Suite 1500 Atlanta, Georgia 30324 Email: ahall@alvarezandmarsal.com Twitter: @Art_Hall4
  • 12. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177 Please remember to complete your session evaluation! Thank you for attending!
  • 13. ©2012 International Customer Management Institute. All Rights Reserved. icmi.com | 800.672.6177icmi.com | 800.672.6177