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CASE STUDY

Deep Dive Strategy Consulting

After performing a quick-hit assessment for a global bank, the need for an evaluation of two specific customer facing areas for their US operations was recognized and justified.† This was a strategic approach, with evaluations and recommendations performed with a vision vies-a-vie the business goals and objectives of the client.† The findings were presented in such a format as to allow evaluation by both executives and operational management. The two areas were:†

Call Center Dashboard & Performance Metrics and Process Assessment:

    • Determined the current state the of the call center measurement tools (historic and real-time)
    • Identified the “gaps” between the current and desired state
    • Explained the business impact of those gaps
    • Identified processes and technology required to close them

Call Center Process, Workflow and Organization Evaluation:

  • Provided detailed documentation of established methods
  • Defined the interrelationships of those elements
  • Identified requirements for optimization of all elements
  • These assessments resulted in an intensive 400-page, cross-functional document, including assessments of the following functions:
    • Call center management
    • Customer analytics
    • Internal project management
    • Technical services
    • Learning & development
    • Business function stakeholders
    • Some of the major insights provided by this document were:
    • Benchmarking
    • Roadmaps (timelines and costs from current to desired state)
    • Impact explanations, especially
    • Customer service
    • Sales
    • Agent productivity
    • Management simplification
    • Desktop design & function evaluation
    • Key Performance Indicator (KPI) identification
    • Dashboard designs
    • Executive level with compound KPIs
    • Management level
    • Agent level
    • VRU menu and applications evaluation
    • Knowledge Management utilization and improvements
    • ROI analysis for each element (all 8 months or less)

As a result of the above assessments, Piercetech was chosen to complete the following projects immediately, which were deemed the highest priority:

    • A complete VRU menu and application redesign
    • Agent & management dashboards architecture and design
    • Event & detail tracking reporting architecture and design


 

 


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