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Continuous
    Improvement
    Consulting



    February 22, 2013



1   © 2013 Contact Solutions.
You are missing out

    IVR can cost you $millions   Fix it.
    Your IVR                     Continuous Improvement
    • Not optimized              Consulting
                                 • Your environment
    • Poor customer
      experience
                                 • Our expertise

    • Higher costs
          – Day after day        • Guaranteed savings
          – Month after month      identification
          – Year after year

2   © 2013 Contact Solutions.
You have the power to fix this.
    Contact Solutions can help.


    Make it happen...Lean on us.
    • Proven track record; Recognized experts

    • Insight gleaned from industry’s deepest
      dataset
          – Billions of calls
          – $millions in identified savings


    • Now available on your platform
3   © 2012 Contact Solutions.
Continuous Improvement Consulting
At a glance

                                  Systematic approach

• 3-5 week engagement
                              Measure                 Analyze

• Voice channel                          Continuous
                                        Improvement
                                         Consulting
• Guaranteed identification
  of cost savings
                              Repeat                  Improve


                Proven expertise.
            Measurable improvement.
         Guaranteed savings identification.
Continuous Improvement Consulting
  Identifying improvement opportunities

    Systematic approach           • Current state assessment
Measure                 Analyze
                                  • Key challenge/opportunity
                                    identification
           Continuous
          Improvement
           Consulting
                                  • Recommendations with
                                    identified cost savings
Repeat                  Improve


                     Proven expertise.
                 Measurable improvement.
              Guaranteed savings identification.
Collaborative Approach
    A key to lasting success


    • Technology and software utilization reviews
          – Vision, usage and processes


    • Facilitated workshops and interviews

    • Transaction / contact shadowing

    • Data validation sessions

    • Joint findings readout presentation(s)

6   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Step 1: Measure
    Baseline to set the bar

• Capture the current state in the voice channel
    – Transaction/contact shadowing


• Understand key business objectives
    – Facilitated workshops and interviews


• Collect information and metrics across perspectives
    – Baseline key performance indicators (eg., FCR, CSAT, AHT, ACW)




7   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Step 2: Analyze
    Synthesize findings to uncover opportunity


    • ID strengths and weaknesses
          – Based on best practices
          – >10 years design and process innovation
    • ID opportunities to increase self-service without
      sacrificing CX
          – Prioritization of key performance metrics
          – Data validation sessions
    • Determine high impact improvement areas
          – People
          – Process
          – Technology

8   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Step 3: Improve
    Actionable recommendations to achieve results


    • Build client-specific recommendations
          – Detailed savings identification
          – Best practices, proven expertise, and proprietary measures


    • Present plan
          – Identified savings will be at least 5x the cost of
            engagement…guaranteed
          – Detailed recommendations document


    • Client achieves improvement by
      implementing recommendations

9   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Step 4: Repeat
     Make Continuous Improvement stick


     • Evaluate performance of implemented
       recommendations
           – Included 90-day, onsite Health Check


     • Tuning suggestions for improved performance

     • Repeat engagements for additional savings
       identification




10   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Continuous Improvement Consulting
       Engagement Timeline

 The initial steps are conducted over a two-week period. The following
 diagram depicts the high-level timeline for execution.
                                         1/31-
 Description                              2/1    2/5     2/6    2/7     2/8    2/11   2/12   2/13    2/14    2/15     2/19    2/20
 Kickoff

 Current State Transaction Analysis

 Current State Channel Analysis

 Current State CC Profile Analysis

 Current State Technology Analysis

 Recommendation Definition & Modeling

 Recommendations Report Building

 Recommendations Delivery

                                                                                                - Contact Solutions Onsite Schedule

 90-days after the delivery of the recommendations Contact Solutions will
 review recommendations implemented and evaluate their performance.

 Additional tuning suggestions will be provided as necessary.
11     © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Continuous Improvement Consulting
     Working Team

     Your Contact Solutions Team                                        Client Team
     • Justin Lemrow, Engagement Manager                                • Sponsors
           – Management consulting experience
           – Six Sigma black belt                                       •    Client people & process experts
           – Recognized expert in applying CI
             methodology to contact center
                                                                        •    Systems and reporting support

     •    Joe Bast, Business Analyst
           – Strong IVR optimization experience
           – Expert in continuous improvement
             analysis
           – Exposure to call center operations
             across industries




12   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Continuous Improvement Consulting
     Deliverables

     Actionable Improvement
                                                                    Engagement Readout
     Recommendations
     • Discovery Scope Summary                                      • Onsite review of:
     • Current State Assessment                                            –    Work performed
           –    Key transactions                                           –    Identified challenges
           –    Contact channels                                           –    Identified savings opportunities*
           –    Contact center profile                                     –    Action plan to achieve results
           –    Key supporting technologies
     • Recommendations
           – Qualitative benefits
           – Quantitative                                                             *GUARANTEED
             recommendations                                                            IDed savings at
                                                                                          least 5x cost
           – Conceptual design                                                          of engagement
     • Next Steps

13   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
Thank You!
     Questions and answers




14   © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.

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Contract Solutions: Consulting

  • 1. Continuous Improvement Consulting February 22, 2013 1 © 2013 Contact Solutions.
  • 2. You are missing out IVR can cost you $millions Fix it. Your IVR Continuous Improvement • Not optimized Consulting • Your environment • Poor customer experience • Our expertise • Higher costs – Day after day • Guaranteed savings – Month after month identification – Year after year 2 © 2013 Contact Solutions.
  • 3. You have the power to fix this. Contact Solutions can help. Make it happen...Lean on us. • Proven track record; Recognized experts • Insight gleaned from industry’s deepest dataset – Billions of calls – $millions in identified savings • Now available on your platform 3 © 2012 Contact Solutions.
  • 4. Continuous Improvement Consulting At a glance Systematic approach • 3-5 week engagement Measure Analyze • Voice channel Continuous Improvement Consulting • Guaranteed identification of cost savings Repeat Improve Proven expertise. Measurable improvement. Guaranteed savings identification.
  • 5. Continuous Improvement Consulting Identifying improvement opportunities Systematic approach • Current state assessment Measure Analyze • Key challenge/opportunity identification Continuous Improvement Consulting • Recommendations with identified cost savings Repeat Improve Proven expertise. Measurable improvement. Guaranteed savings identification.
  • 6. Collaborative Approach A key to lasting success • Technology and software utilization reviews – Vision, usage and processes • Facilitated workshops and interviews • Transaction / contact shadowing • Data validation sessions • Joint findings readout presentation(s) 6 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 7. Step 1: Measure Baseline to set the bar • Capture the current state in the voice channel – Transaction/contact shadowing • Understand key business objectives – Facilitated workshops and interviews • Collect information and metrics across perspectives – Baseline key performance indicators (eg., FCR, CSAT, AHT, ACW) 7 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 8. Step 2: Analyze Synthesize findings to uncover opportunity • ID strengths and weaknesses – Based on best practices – >10 years design and process innovation • ID opportunities to increase self-service without sacrificing CX – Prioritization of key performance metrics – Data validation sessions • Determine high impact improvement areas – People – Process – Technology 8 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 9. Step 3: Improve Actionable recommendations to achieve results • Build client-specific recommendations – Detailed savings identification – Best practices, proven expertise, and proprietary measures • Present plan – Identified savings will be at least 5x the cost of engagement…guaranteed – Detailed recommendations document • Client achieves improvement by implementing recommendations 9 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 10. Step 4: Repeat Make Continuous Improvement stick • Evaluate performance of implemented recommendations – Included 90-day, onsite Health Check • Tuning suggestions for improved performance • Repeat engagements for additional savings identification 10 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 11. Continuous Improvement Consulting Engagement Timeline The initial steps are conducted over a two-week period. The following diagram depicts the high-level timeline for execution. 1/31- Description 2/1 2/5 2/6 2/7 2/8 2/11 2/12 2/13 2/14 2/15 2/19 2/20 Kickoff Current State Transaction Analysis Current State Channel Analysis Current State CC Profile Analysis Current State Technology Analysis Recommendation Definition & Modeling Recommendations Report Building Recommendations Delivery - Contact Solutions Onsite Schedule 90-days after the delivery of the recommendations Contact Solutions will review recommendations implemented and evaluate their performance. Additional tuning suggestions will be provided as necessary. 11 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 12. Continuous Improvement Consulting Working Team Your Contact Solutions Team Client Team • Justin Lemrow, Engagement Manager • Sponsors – Management consulting experience – Six Sigma black belt • Client people & process experts – Recognized expert in applying CI methodology to contact center • Systems and reporting support • Joe Bast, Business Analyst – Strong IVR optimization experience – Expert in continuous improvement analysis – Exposure to call center operations across industries 12 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 13. Continuous Improvement Consulting Deliverables Actionable Improvement Engagement Readout Recommendations • Discovery Scope Summary • Onsite review of: • Current State Assessment – Work performed – Key transactions – Identified challenges – Contact channels – Identified savings opportunities* – Contact center profile – Action plan to achieve results – Key supporting technologies • Recommendations – Qualitative benefits – Quantitative *GUARANTEED recommendations IDed savings at least 5x cost – Conceptual design of engagement • Next Steps 13 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.
  • 14. Thank You! Questions and answers 14 © 2013 Contact Solutions. All rights reserved. Confidential and proprietary.

Editor's Notes

  • #3: Unless you continually optimize your IVR, it is likely costing you more than it should. Much more, in fact, every time a customer zeros out to speak to an agent for a task that could be successfully accomplished through self-service.Agents can cost more than 15x the cost of self-service in the IVR. But if your IVR provides a less than optimal experience, your callers will not use it. And that’s just one place the costs start to skyrocket.You have the power to fix your IVR! We can help. Continuous Improvement Consulting from Contact Solutions leverages more than a decade of proven expertise. We can apply our proven methodology to your contact center environment and give you recommendations to achieve identified savings, guaranteed to be at least 5x the cost of the engagement. Last year we identified over $13 million in identified Continuous Improvement savings for our customers. You are the expert on your contact center environment. We are experts in applying a Continuous Improvement methodology to achieve quantifiable savings in the contact center. Stop missing out on the savings. We can help you.
  • #5: Measure the current state of your IVR Analyze the baseline compared to industry standards; identify strengths and weaknesses based on best practices. Improve with a delivered action plan of recommendations to reduce contact center expensesRepeat the process: Make continuous improvement a permanent part of your operation.
  • #6: At the highest level, the primary objective of this engagement is to identify and define improvement opportunities. In order to do this, Contact Solutions consultants will partner with our client to perform the following:Current State Assessment – a review of current transactions, contact channels (focusing on voice & IVR), structures and technologiesKey Challenge / Opportunity Identification – an exploration and identification of current issues facing the contact center and / or opportunities that can be exploited within the voice channelsRecommendation Definition – a series of short-term recommendations that can be implemented over a limited timeframe in order to achieve meaningful improvement
  • #7: You are the expert in your environment and unique situation. A collaborative approach is key to achieving lasting success.Continuous Improvement Consulting pursues a collaborative approach in executing our projects. Throughout the project you might be asked to participate.
  • #14: The recommendation document and engagement readout will be the primary work products resulting from this effort. The content of these work products are listed here.