1. Annual Call Center Expo 2010
Annual Call Center Expo is an ICMI event that was held June 14‐17, 2010 in New Orleans. Call center
professionals come to ACCE to discover how to improve their center’s performance by better managing
people and resources, improving operations, properly selecting and implementing technology, and more. This
conference brief summarizes key points of the conference and shares specific session notes for those
attended.
Opening Remarks
Brad Cleveland opened the conference and shared some demographics of attendees. The highest industry
representation was Financial Services, which made up twenty percent of the attendees. Computers and
Telecom came in next with twelve percent of attendees. Most of the call centers represented at the
conference had twenty agents or fewer. Twenty‐three percent of attendees had a role of Services, Supervisor,
or Manager. A similar sector at twenty‐two percent was comprised of Executive Vice Presidents, Vice
Presidents, and Directors. Almost half of all attendees have been in the call center industry ten or more years.
Many in attendance indicated that they had major customer experience initiatives. Currently, top challenges
include changes in external and internal environment, meeting customer expectations, as well as direction,
planning, operations. Informal conversations often turned to discussions of the challenges of new channels
being supported, such as live chat. The skills and training for the channels is challenging as well as reporting,
scheduling, monitoring, etc.
Opening Keynote
John Foley, High Performance Climb
John acted in the movie Top Gun, is a jet pilot, and was a member of the Blue Angels – an elite exhibition team
for naval aviation. He is now a performance consultant.
John discussed the critical thinking and processes required to achieve high performance in an environment
requiring high precision. With merely three feet between planes in formation – a space that is narrower than
your head to your feet when sitting – John knows the importance of performance. As one of only six people in
the world at one time to be a demo pilot, John is familiar with behaviors of the top one‐tenth of one percent
of the performance pyramid.
The Blue Angels program has fifty percent turnover in its top echelon, which is a planned rotation of demo
pilots. To support excellence, the group requires consistent processes and procedures. A new member of the
Blue Angels undertakes intense training in becoming a fully trained demo pilot as the program sustains 300%
improvement in three months.
John asserts that elevating your belief level in turn elevates performance. The first level of belief includes
vision and clarity. Is the vision liberating or limiting? Limiting is from without. Liberating is from within. When a

2. Annual Call Center Expo 2010
new entrant comes to the program they have six weeks to watch, learn and absorb the culture. They are
exposed to a liberating vision, and their belief level increases.
From there, the second level is brief which is comprised of planning, focus, and communication. Completing
these steps is the only way to make sure to achieve excellence every time. Blue Angels are briefed before
flights, and they hear and visualize their maneuvers from their leader. The same instructions are delivered in
the same measured cadence during flight.
Thirdly, in the increasing levels of belief, a team establishes trust, execution, and commitment. The key to
execution is trust. There is a contract between members – an agreement with consequences. This contract is
not written or formal, but rather verbal between team members. If the wingman is off, he must say he is off.
He does not try to correct on his own or hide it. If he is on target, there is no need to say anything. He trusts
that his wingman has it.
Finally, the last level includes assessment, discipline, and accountability. During debriefing, rank and
experience are put aside. Each team member critiques his own performance and commits to correcting
mistakes. High performers celebrate victories as well.
Contact Center Operations 101: Seven Critical Issues
Rose Pulchin, ICMI
Rose Pulchin is a consultant at ICMI, but started her career as an agent, progressing to supervisor and center
management. Her introductory session is intended to give a base understanding to those who may not have
had formal training is the business but need to get a handle on the economics and undercurrents of the call
center.
The contact center is a hub of communication, encompassing phone, email, fax, mail, text chat, and more.
The center has touch points with many other areas: corporate strategy, marketing, finance, legal, R&D,
production/operations, IS and telecom.
Customers have certain expectations from the contact center. First and foremost, customers expect the
contact center to be accessible. Along the same lines, customers want their concerns to be completed
promptly, to save them money, and to do it right the first time. Without asking, a customer wants his
expectations set, exceeded, and to receive follow‐up. Additionally, contact center representatives should be
well‐trained, informed, ethical, courteous, and showing concern about the customers’ needs and wants.
Incoming Contact Center Management is the art of having the correct number of properly skilled people and
supporting resources in place at the right times to handle an accurately forecasted workload at service level
and with quality.

3. Annual Call Center Expo 2010
The first of three driving forces of the call center is the effect of random call arrival. Secondly is the visible or
invisible queue. With visible queues, the customer knows how he is progressing. With invisible, the customer
is unaware the length of the wait. Often long wait times create longer handle times as customers complain
and agents apologize, adding seconds to each call. Thirdly is the caller’s tolerance for waiting. Underlying
factors for tolerance include degree of motivation, availability of substitutes, competition’s service level, level
of expectations, time available, who is paying for the call, and human behavior.
There are two major categories of inbound transactions. The first is those that must be handled when they
arrive. Performance objective is stated as a service level expressed as x% answered in y seconds. (commonly
80%/20 sec). The second is those that can be handled at a later time. Performance objective stated as a
response time expressed as 100% response within n hrs/mins
The data required for forecasting:
Call load equals: Volume x Average Handling Time (talk time + after‐call work)
• Historical data
o Look for trends
o Consider if business will grow or decline
• Judgment
o Special events
o New product lines
o New self‐service options
Base staff = agents idle/available, agents in after‐call work, agents on a call, which does not include off‐phone
activity ‐ also called shrinkage. You will always schedule base staff plus shrinkage for off‐phone (breaks,
absent, training, etc.)
Erlang C Equation helps solve the unknown to determine number of actual agents needed. The calculation will
show how many agents are needed to meet a service level with a certain level of occupancy (on phone, after
call work). The higher the service level, the more agents are required to be available, causing lower
occupancy. Smaller centers have to have lower occupancy in order to hit same service level – higher
percentage of agents have to be idle in order to take call in same timeframe.
Relationship of Service Level and Quality
Service level slips > Customers complain about wait > AHT rises, causing longer waits > Agent feels pressured
to hurry to empty queue > Customers feel rushed, mistakes are made > Calls increase to correct errors, call
volume increases > Cycle repeats
When service level improves, productivity declines. Productivity is measured by occupancy. It compares time
spent handling calls with time spent waiting for calls. It doesn’t consider time away from phones for breaks,

4. Annual Call Center Expo 2010
etc. When service is good, there will be time when agents are waiting on calls. You can’t increase service level
and occupancy at the same time.
Rostered Staff Factor (RSF) = On Schedule
Base Staff Req.
Shrinkage = # Lost
On Schedule
Example:
Base staff Absent Break Training On Schedule RSF Shrinkage
required
8‐8:30 28 3 0 4 35 1.25 20%
The relationship between staffing and trunking:
More staff = less telecom load. Costs must be budgeted together. Higher service levels = more staff = less hold
time = lower telecom costs. Have to review telecom and staff costs together to understand tradeoff and get
total costs.
Contact Center Agent Skill Demands Are Increasing
• Higher customer expectations
• Multi‐channel contacts
• Internet and e‐commerce
• Self‐service for simple transactions
• Emphasis on customer retention
JD Power Top 25 Call Center Brands: How #1 Ranked USAA Wows Its Members
In this session, Leonard Hambrick, VP, Contact Center Management, USAA, and Mark Miller, Senior Director,
J.D. Power and Associates share the top 25 call center brands, the to drivers of customer satisfaction and a
behind the scenes look at USAA, which delivers a consistently superior customer experience.
JD Power performs voice of the customer research, open research and consulting in addition to the consumer
rankings most people are familiar with in regards to cars, etc. Their research has uncovered the top five call
center satisfaction drivers. These have shifted in ranking over time. They are:
1. Courtesy
2. Timeliness of resolution
3. Promptness in speaking with customer (last year’s top driver)
4. Knowledge of rep

5. Annual Call Center Expo 2010
5. Concern
JD Power believes customer service is shifting from speed and transactional competence to being a trusted
advisor.
Top 25 Call Centers As Ranked by J.D Power
Rankings determined by 875 brands in 20 studies with call centers in insurance, hospitality, healthcare,
financial services, utilities and telecommunications.
1. USAA
2. Fairmont Hotels and Resorts
3. The Hartford
4. Amica Mutual
5. Geico
6. New Jersey Manufacturers Insurance
7. Lowes Hotel
8. Prescription Solutions
9. Esurance
10. Drury Inn and Suites
11. Automobile Club of Southern California
12. The Ritz‐Carlton
13. JW Marriott
14. Progressive
15. GMAC
16. Liberty Mutual
17. Auto‐Owners
18. Progressive (two studies)
19. Embassy Suites
20. Automobile Club Group
21. Wyndham
22. Microtel Inn
23. Hampton Inn
24. Charles Schwab
25. Kaiser Permanente Pharmacy

6. Annual Call Center Expo 2010
Len was previously VP of Operations with United and also worked with Hartford. He is responsible for
customer care strategy, outsourcing and the control center.
USAA's mission is to facilitate the financial security of its members, associates, and their families through
provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be
the provider of choice for the military community.
The company values are service, loyalty, honesty, and integrity. They have 22,000 employees. With new hire
training that averages 8 weeks, every employee also gets a one week new employee orientation that teaches
the mission and what is expected of them to deliver on it. USAA invests in over a million training hours for
their 5,000 reps. All 22,000 employees get the same percentage bonus, based on how the company does.
Each meeting in the company begins with reciting the mission statement.
According to JD Power’s satisfaction index, the IVR accounts for 33% and the customer service rep accounts
for 67% of caller satisfaction. Len says USAA treats technology as a slave. People come first. The strategy for
IVR is “your channel, your choice.” Callers can access an agent from very high in the tree. On a monthly
average, 7 out of 10 callers go through the IVR.
JD Power Diagnostics
Nature of the Call: Question vs. Problem
For top performing call centers, 89% of calls are questions.
For the average, 53%.
For the bottom, 37%.
For USAA, 96%.
Hold Time
JD Power does not see that hold time is a large contributor to satisfaction. There is only 1% difference in hold
time between top and bottom performers.
One Contact Resolution
Top performers 77%
Average 69%
Bottom 67%
Follow‐Up After Call
Top 71%
Average 30%
Bottom 20%

7. Annual Call Center Expo 2010
No Transfer
Top 75%
Average 52%
Bottom 45%
USAA focuses on call flow, not necessarily AHT. They have low idle times. Currently, they are using internal
knowledge management and are expanding it. They have a group that handles outbound, but are moving to
having some blended inbound/outbound in special areas.
USAA has a manager candidate school where new leaders spend 6 months. All leaders get 25 hours of
education a year.
They motivate agents by getting them buying into and internalizing the mission. Their turnover is often from
people who don’t get the mission. An example of perks they provide employees is that on their corporate
campus in San Antonio, which is almost as big as the Pentagon, every employee has covered parking.
They have about 1000 outsourced agents. They work hard to get them to internalize the USAA message. Their
goal is to have quality as good as internal agents.
Disney Reservation Center “Surprises and Delights” Guests with Chat
Cal Almaguer, Disney Reservations Center
Director, Sales and Service
Cal Almaguer shares how Disney went from a small proof of concept with live chat to a dedicated team that is
providing high value to the business.
Cal’s group of 1200 lives by the mantra “The Magic Begins with Me.” They are segmented into agent
communities. For the typical Disney guest, there are varied personas that are used to help agents serve the
guest best: Intender, Repeater, Worldphile, Travel Trade. Other segments are Itinerary Planner and In Market
Dining.
Live Chat was seen as a way to have the personalization of a live call with the efficiency of the internet. Disney
first did a proof of concept four years ago. They have a Rapid Cycle Test Team, a non‐incented group used to
test new policies, processes and technologies before rollout. Cal cautions to make sure agents are not
incented if you do a proof of concept, because incentive can interfere with testing.
The first pilot was with seven agents to test the impact to guest satisfaction and revenue per online booking.
They varied the number of concurrent chats. In their research, they found out that some centers do as much
as 10 chats, but that was the highest they found.

8. Annual Call Center Expo 2010
During the test, Disney saw:
• Increase in conversion and average order value over self‐service, online booking
• Chats too early or too late in the shopping session didn’t maximize
• It reduced calls
• For them a maximum of 2 concurrent chats was optimal
As a result, Disney launched a dedicated team to Live Chat. They use a proactive model and invite the chat.
When they had a static button, it invited help desk type questions and that was not the intent of the group.
They invite based on business rule triggers, and only when an agent is available. Of those invited, 10% accept
the chat. In chat, Disney uses pre‐populated questions. They do about 50/50 pre‐scripted vs. ad‐hoc
responses. Spelling and grammar are checked in the chat tool, but they tested the agents for those skills
before hiring into the group as well. Disney has plans to double their live chat agents. Right now have 24.
Live chat agents have the same coaching interaction goals as phone agents:
• 30 minutes/week side by side
• 30 minutes of coaching from chat transcripts
• Guest feedback goes to leader for immediate action
• Agent to supervisor ratio is 22‐24:1 for both phone & live chat
Statistics of Disney’s Live Chat
• Average 23 second wait time
• 8% abandon rate
• Handle 40% more guests/hour than with phone
• 80% of live chat guests don’t call in
• 134% higher conversion than self‐serve
• 11% higher average order value
• 72% top box in surveys (phone is 80%)
• 94% rate positive experience
Disney has experienced a proven value‐add to their business with the addition of live chat. Answering guests
online not only reduces calls to the center, but it also optimizes labor, results in higher guest satisfaction as
well as higher revenue. Finally, real‐time feedback helps optimize the website.
Move Beyond Service to Great Customer Experiences
Sherry Steffen, AVP Customer Service Center, Northwestern Bank
Northwestern is a small bank in northern Michigan that has increased market position against large banks by
empowering their agents with an “I can do that!” culture.

9. Annual Call Center Expo 2010
As an example of the above and beyond type of service Northwestern enables, an agent withdrew money
from her personal savings account to cover a customer request that due to some circumstances she couldn’t
meet with ordinary operating procedures. Everyone has the ability and authority to do what’s best for the
customer. Standout performers are asked to be part of the “I Can Do That Guide” program. Hedgehog
awards, which are based on Good to Great book, are given to standout above and beyond service.
FDIC market share ratings (against a lot of big name banks)
2002 5th
2003 4th
2004 4th
2005 3rd
2006 3rd
2007 2nd
2008 2nd
2009 2nd
Keynote: “FASCINATE! The Seven Triggers of Persuasion and Influence”
Sally Hogshead, Speaker, Author, and Brand Innovation Consultant
Sally Hogshead describes the seven triggers of fascination and illustrates how to persuade employees and
customers by drawing upon your innate abilities based on these triggers.
Fascination is irrational, instinctive. Examples of things both innate and irresistible:
Scientists have proven that men with a certain type of elbow have more success in life: better jobs,
higher pay, more attractive wives.
What are smiles for, from an evolutionary perspective? When animals show teeth, usually means they
want to eat you, not meet you. Linguists now believe smiles are a way of modulating pitch to sound
less threatening. You can hear when someone is smiling, and it puts you more at ease.
Jagermeister – everyone has had, very few like the taste. The mystique and maybe even the awful
taste are part of the allure. Most fascinating things are a little polarizing.
How do you get attention in this age? Years ago, we had an attention span of 20 minutes. A heavy internet
user has a 9 second attention span now, which is about the same as a goldfish.
There are seven triggers to fascination. Sally describes two:

10. Annual Call Center Expo 2010
1) Power – to evoke power you can:
a. Control the environment and set a new standard
b. Establish rules and rewards
2) Trust – to evoke trust you can:
a. Become familiar (It’s a Wonderful Life was originally a flop. We’re all so inoculated to it now,
that it’s a favorite)
b. Maintain predictability
c. Tap into existing reference points (like favorite songs used in commercials, finding a common
interest and attaching yourself to it)
Trust is the most valuable, hardest to gain and easiest to lose
From a pre‐conference assessment to attendees, Sally shared that ICMI attendees are predominantly high on
Power, pretty high on Lust and Trust. The high number of those with Power dominant is not surprising. If there
was ever a group that controls the environment and establishes rules, it’s the call center for sure.
What could your company learn from online dating?
Lust – sparking the imagination with a sensory experience
Trust – use familiar cues to communicate loyalty
Alarm – use deadlines to your advantage
Power – Take command
Perception is Reality: Repositioning the Value of the Call Center
Tim Montgomery, Principal, The Service Level Group
Tim Montgomery shares his experiences working with some of the world’s most celebrated service
organizations to illustrate how to create a world‐class center.
Value Mindset for World Class Centers
Line of Sight is being connected to every other organization that impacts and is impacted by call center.
Tim gave an example of a prescription company that printed the web site on prescription bottle caps. The tiny
type was hard to read, and each agent was receiving 2‐3 calls a day at 750 agents, asking what was on the
bottle cap. Taking that off the cap equated to about $3 million in call handling savings.
The agent mindset should be:
I Own It
Beyond the Call

11. Annual Call Center Expo 2010
I am Us
I Know Them
What makes some organizations world class?
Scooter Store – 2% turnover at about 600 seats. They listen to their front line. Every rep has 15
minutes at the beginning of every day to set their goal for the day. Managers ask, “What do I need to
take up?” (take up the chain of command)
Zappos – Doesn’t measure call times. Too much emphasis on handle time will drive culture. If you tell a
rep the AVERAGE handle time should be 5 (meaning some longer, some shorter), they will apply 5 to
everything. Unless you give them background on call center economics so they understand.
Some organizations are moving away from balanced scorecards, and instead are using ROI. “You get 50
calls a day. Achieve X ROI on them.”
Apple – Repair relationships. If someone calls, it’s because their service failed.
Southwest – They make it easy and fun.
The Scooter Store – Engage the front line in everything.
Starbucks – They know who and what.
Nordstrom – They come to my house (if something is out of stock at your store, they bring it to you)
Ritz Carlton – Every employee is empowered to spend $2000 to make it right for a customer.
Amazon – They target no service.
USAA – Teach employees to think like customers. During new hire orientation, they have to eat MREs
(meals ready to eat, eaten by service people in the field)
Cabelas – Employees can take anything from their catalog home, as long as they come back and do a
presentation on the product for fellow employees.
For Your Consideration
• Diet & Exercise – Consistency. What’s important is to consistently deliver the right people at the right
time.
• WHAM – Well, Hear, Alter, Modify
• Think Outside In – customer perspective
• Don’t Ignore What’s in the Box – There is a lot of existing opportunity in your existing customer
contacts
• Draw Your Frothing Pitcher Line – Good ideas come from the front line. (Starbucks money saving
example: employee noted that a lot of waste comes from over‐estimating the liquid needed for
frothing. Pitchers made with lines drawn for different sizes saved millions)
It’s true that AHT drives staffing, but Tim recommends coaching to the outliers. If you train reps on call center
economics, they understand what and why you’re asking them to meet certain metrics.