SERVICES | CUSTOMER ENGAGEMENT
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
|