Thursday, June 07, 2007

SATSE: Introduction


Service at the Sharp End: Making Contact Centres Work


Or, how to survive in a world of change with too little budget, too many staff, too much complex technology, tight deadlines and revised briefs.




About


Rob Innes has worked in contact centres, marketing and technology for 20 years. In that time he has made and taken calls, selected staff, briefed teams, run training programmes, changed processes, implemented computer systems, devised integration methods, prepared analysis and metrics and developed business cases for large contact centre projects. In that time, Rob has worked with clients in Financial Services, Telecommunications, Hospitality, Education, Government, Consumer Goods and Automotive. Rob has helped developed consumer and business to business projects covering acquisition, service, retention and reactivation. In this time, Rob is honest enough to own up to quite a few mistakes, includng a couple of absolute howlers but has learned an enormous amount about what it takes to deliver fantastic service to customers day after day after day. Having worked with Vodafone, Citibank, Ford and HM Government, Rob has built many successful contact centre projects and is keen to pass on his experience.


This book is about sharing tips and techniques, advising on what works and what doesn't, seeing past the obvious to the unexpected sources of value and risk in contact centres, demystifying technology and highlighting practical steps that can be taken to lift an average contact centre to a great contact centre and to lift poor service delivery to fantastic service delivery. Things like:



  • Which metrics are most important for improving service levels?

  • How to manage change that impacts on staff

  • How to retain good staff

  • How to recruit staff for specialist roles

  • How to give individual customers a personalised service without over-burdening your IT department or tying your advisors in knots

  • How to keep the buzz going, day in, day out

  • How to reduce the number of hand-offs between teams and increase the number of calls dealt with at first point of contact (first call resolution)



This is above all, a can-do book and is focused on taking what really works, what actually works at the sharp end - the busy contact centre - and making it happen in the most engaging and effective manner. Fundamentally, the contact centre cannot operate in isolation from the business. Consequently, this books looks not just at the ways to improve contact centre operations, but how to best organise the entire business to create the best possible links with the contact centre - embedding the contact centre right at the heart of customer strategy.


On the website there are downloadable forms and checklists, tools and tips mentioned in this book that you can take and straightaway make a difference to your centre.


This book is aimed at both contact centre professionals and business professionals who support a contact centre or who devise the campaigns and projects that run through contact centres. It will also be useful to professionals who are involved in IT, service delivery, customer marketing or sales. It will also be useful to people looking to advance a career in contact centres.

Rob lives in Edinburgh, UK with his wife, daughter and rabbit.


Introduction


Right from the word go I want to lay my cards on the table. I like call centres. Call centres are a force for good in allowing masses of customers to efficiently interact with various parts of the enterprise. The modern call centre, or contact centre, to be more accurate since email and other types of traffic are handled there are here to help and largely they do a great job. There are always options to improve, challenges to be overcome, new regulations to incorporate but to a large extent, call centres have successfully moved millions of transactions from poorly resourced branch offices to large well resourced regional centres. Perhaps waiting in a call queue is less than perfect, but it beats standing in a queue outside a branch in the rain.


Copyright 2007, Robert A Innes

SATSE: Part 1: Conversations with Customers


If salespeople are the eyes of an organisation, the contact centre is certainly the ears. It's often the first place to appreciate a change in consumer sentiment, perhaps due to competitor promotions or difficulties in your service provision. Advisors in the contact centre talk to a large proportion of customers each day and are very well placed to learn what is working and what isn't. Similarly, since lots of customers are calling, it's a great opportunity to reinforce the brand values of the organisation, through the efforts of your advisors.


Chapter 1: Making Contact Centres Listen to Customers


Listening to customers is one of the key roles of contact centres. But is the organisation listening? Too often information available to advisors in contact centre stays in the contact centre. This could be about delivery problems, availability problems, pricing challenges, competitor activity, in fact all aspects of your customer engagement from your branches to your website will generate calls which are opportunities to learn. Often the organisation has analytics capability to capture this knowledge and distribute around the business and from them, increasingly sensible decisions can be taken about products and services, pricing and promotion, delivery and servicing and remarketing and recommendation. However, this happens haphazzardly and this book is about how to improve the use of valuable information gained through contact centres.



  • One Erlang or Two? Sizing the call part of the contact centre

  • Honey, I srunk the contact centre! Shrinkage and Occupancy

  • Sizing the contact centre - email, mail, other traffic

  • Queues and routing technology

  • Contact Strategy development



Chapter 2: People. People Everywhere


With interactive web activity, self-service IVRs, supplier extranets and the like, it's easy to imagine that the demand for contact centre staff is falling. Actually the opposite is the case. Employment in the sector continues to grow and the first thing you notice in a contact centre is not the technology, it's the people. They are a fantastic resource that create the amazing buzz of contact centres. Managing large amounts of people, especially large amounts of young people can be challenging. This writer has experienced amazing behaviour, at one extreme an empowered advisor leaving the contact centre, drawing personal money from an ATM, driving to an airport and giving the money to a distressed customer who had called regarding a lost ATM card, before getting onto a flight. At the other extreme, advisors selling drugs to each other in company time, using the company intranet. From the good to the bad, people are everywhere in contact centres and the successful management of this resource means the difference between great performance (and great service) and indifferent performance (and poor service).


Implant Managers


The other day I saw a great ad on the side of a telephone box. Katie Price, aka Jordan, is advertising new children's books. Before I go any further, I want to say hats off to her for doing something worthy and this is not a "kick the bimbo" joke, however, the agency responsible for the ad have photographed her from the waist up (that's an important point in this story - get a picture into your mind) holding two books above her head. The text in the ad (copy to anyone in the marketing industry) reads: "Katie Price's New Ponies". I mean, really. The "ponies" are the books, however, given her track record with implants and the shot used in the ad, it's not a huge jump to take a second meaning from the ad.


Implant Managers in contact centres does not involve any surgery. Thankfully. Implant managers are representatives of the brand that the contact centre is handling calls for, where the calls are taken by an outsourcer - a specialist organisation that runs contact centres on behalf of one or more brands. Often, brands place managers into the contact centres of their outsource partners to provide in situ advice, guidance, escalation and direction. This is especially true of complex projects, high profile projects or projects undergoing a large degree of change. The implant manager might be there full time or part time, for a bedding-in period, during new product launches or full time. Some projects may demand a team of representatives to work onsite with the outsourcer for an extended period of time.


Over time, implant managers start to become part of the team but the start of the relationship can be uneasy. Outsourcers tend to have two views on implant managers. Firstly, that they are the spawn of the devil and are there to spy on the operation, interfere with matters nothing to do with them and generally bend contact centre managers out of shape. Another, perhaps more healthy, view is that implant managers are a sign of committment form the client and that their presence is a fantastic opertunity to learn more about the client (if you're smart about it, political stuff not just product and process stuff). The implant manager is there to help improve outcomes, for customers, the project, and the outsourcer. Having worked with large, demanding clients in a previous life, I have had the pleasure of working with two particularly fine implant managers and one complete nutter. To be fair, I've worked in contact centres with a couple of certifiable people, one hard case from a client in ten years of working with implant managers is not bad. Later in the book I will talk about one of the certifiable staff we employed and how a mad and dangerous person slipped through a very strict selection process. But for now, back to implant managers. It is important for the contact centre manager to realise that implant managers have to be managed and that whilst openness is fine, there need to be some rules about access and dealing with staff. If an implant manager starts to comment on individual staff member suitability, watch out. Trouble brewing.


Five tips for implant managers



  • Be humble - you have power, don't be obvious about, everyone just thinks your a git or desparately insecure if you wield power

  • Request information sufficient to ensure the SLA is on track but no more. The outsourcer has resourced the campaign to the requirements of the SLA and no more. IF you want more, review the SLA and allow the outsourcer to propose new resources. Some flexibility on both sides is, of course, helpful and expected in a postive working relationship, but don't take advantage of any flexibility shown

  • Be a champion for the project - manage issues, communicate success, demonstrate capability. The outsourcer will jump through hoops for you if you help their PR, consistent with delivery on the SLA

  • Meet the staff. The only way to really understand a contact centre, the only way, is to listen to calls, observe transactions, talk to advisors. Doubt anyone who visits, doesn't listen to calls and then offers opinion. Consistent with driving the SLA, if you observe any glitches in service from the wider organisation that impacts on your project, communicate this back to the organisation and find out if it is slated for development, etc. Feedback on stuff like this is likely to improve your relationship with the advisors. Get to know them but don't tell them how to do their job, refer concerns to the programme manager or training manager, and avoid being personal. Refer to transaction handling rather than people wherever possible

  • When socialising with staff from the outsourcer, try to be the first to put their hand in their pocket. Don't accept hospitality beyond reasonable business activities. Remain professional and honest. And never, ever, ever get involved, er, romantically with a member of staff from the outsourcer. There is zero discretion in a large contact centre and EVERYONE will know by 9.05 the next day.



Five tips for working with implant managers



  • Be open - this is your best opportunity to understand what's really going on and to shape the client's view of your business

  • Don't hide things about the operation of your client's business - if it comes out later and you didn't disclose it, the shit will most definately hit the fan

  • Disclose sensible. Don't blurt out "WE LOST SOME DATA". Make sure you understand the dimensions of the error - did it definately take place? what is the impact? is it customer visible? and make sure you know what rectification will take place and what you can learn to avoid it happening again?

  • Follow-up - don't leave any issues outstanding, get them aired, onto a schedule and traffic them as you would any other items on your to do list. Make sure any committments made and followed through, and that they are notes as dealt with. Arrange regular meetings, daily catch-up, weekly planning, monthly review, etc. and avoid dealing for every run of the mill incident contempraneously otherwise you will bend yourself and your managers out of shape

  • Create some ground rules for day to day engagement - systems access, bringing other staff to site, talking to advisors (talking is fine, telling is not)



Recruit from Within


The first time that I promoted someone within the business to a senior position, I hadn't thought that it was a big deal. We have an opening, this person is capable and keen, let's do it. My boss at the time, a strange little man what we reffered to as NWTTP, was of the opinion that we should bring someone in from outside but time was an issue so we went with the internal choice. It turned out to be a great move, which NWTTP acknowledged. What happened, the really cool thing that happened was the effect on other staff of seeing "good career prospects" in action. Easy to say at interview but harder to do. In contact centres, there is always going to be a degree of staff attrition (and this is not a negative, unless you have 10% of staff leaving each month) and later in this chapter I'll talk more about retention and attrition. By demonstrating that forward career progress is possible, general staff attitudes got a bump up. Progressively, we moved to skill-up more and more advisors and when team leader, coach, trainer, super-agent positions came up, we actively encouraged progress. In another firm, we had a data entry temp who became one of our lead developers over a period of about seven years. I can tell you that this creates HUGE loyalty and buy-in. ISSUES TO DISCUSS: Since attrition is real, promotion oppotunities regularly come up. Dealing with changing team formats is never easy. Giving people new skills can take time. Moving from a colleague to supervisor can be a strange transition.


Dealing with Change


Keep on Rocking in the Free World – Neil Young

The contact centre is generally a place of change – new products to talk about, new campaigns, new offers, etc etc. These “slipstream” events roll into the day to day operations plan without worry. The changes that cause difficulty are things like legislative/regulatory changes, major systems changes, team structure changes, major role changes (adding a sales element into a service based team, for example). All change types deserve special attention as each has its own dynamic.


At a really fundamental level, people resist change. Not because we are against the elements contained within one particular change programme, but because we are not good at handling uncertainty and ambiguity. Despite seeking diversity and creativity in working roles (in addition to money, obviously), we get used to working within boundaries. The boundary creates a safe environment within which we can learn the role, develop relationships with those around us and relax into our job. It’s one less thing to worry about. Developments which affect these boundaries, this state of harmony that we have achieved, tend to generate an emotional respose. That’s the root of the problem. Our disaffection with change is not because we don’t like the layout of a new computer screen, or we don’t like the features of a new product (though our objection to change may manifest itself as “feature disappointment”). Change causes an illogical, emotional response. Few are the workers who shout “Yipee, my role is changing again, how exciting!”


Five signs that emotional responses are likely



  1. The project committee have not visited the contact centre

  2. Terms of Reference have been written with little or no input by anyone in the contact centre

  3. There is a history of tough (i.e. failed) change programmes

  4. There is more than one project sponsor

  5. There are more than three objectives for the change, or that the objectives do not relate to contact centre outcomes - i.e. the benefits lie elsewhere but the pain resides in the contact centre



Because it is usually imposed (rather than evolved from the team), it is usually controlled (an external manager/team has been recruited) and information about drivers for the change and impacts of the change have already been decided, change is something that we set ourselves up to cope with rather than jump on board with.


Change is usually presented to us rather than something that we participate in from the start. This is different to how many other things in our lives work. Don’t like your house, start decorating. House too small, move house. Fed up with being unfit, join a gym. Any of these situations can turn out to be stressful, but it’s a different kind of stress. This is stress that we are initiating and we are active participants in the whole of the process. Organisational change is not like that. Organisational change is often something that has been decided elsewhere and is being imposed on us. The boundaries of our role, our work environment are under threat. That’s why we kick-off defensively when confronted by it. The change may turn out to be positive and enhance our working environment. It may create new learning opportunities or new skills to be acquired that will lead to a better paying role. But all of that is a dim, distant flicker of a light, like next summer’s holidays when you go back to school in September. Right now, when the change is announced it’s a potential threat and we treat it as such.


So objections to change are generally emotionally based but often articulated in semi-positive manner – “the customers may not take to it”, “it’s quite complicated to communicate on the phone”, “I don’t understand the new system, can we get more training”. All of these are most commonly disguised fears coming to the surface. Sensibly people don’t run around screaming “they’re changing the systems again, run for your lives” and so they embed their fears into comments on features of the change. Rather than diving for cover when their boundaries come under threat, staff are more savvy and know, pretty much, any fool who screams “THIS IS SHIT” is not likely to make forward progress come bonus time. So the fears, the uncertainty come out in a different way. And that usually is negativity attached to one or more features of the change programme. This can be quite sophisticated and often take on at least a veneer or credibility about protecting the organisation and seeking only to ensure that the change programme is successful (“whilst vital, it is important that it’s done right”). Examples of this can be using very complex exceptionals to see how the new process copes and if the change architect has not thought of that particular exception, suggest deeper flaws in the programme or another classic is linking – this is where a dependency is created betweeen the current approach and other departments / divisions / processes / suppliers etc and indicating how difficult this change may be on these players if the change goes ahead. In a technical environment, change can be especially hard as there is the extra test of Keeping the Show on the Road – kind of like changing a tyre whilst you’re driving down the motorway – keeping the current plates spinning is a reason to delay / weaken / circumvent change programmes. Finally, there is the dear old customer. What will this really do for them. If the case is not proven, expect trouble at mill.


It is important to stress that in a contact centre, people are not being obstructive just because they don’t like you. You must understand that psychology of what’s going on and understand the difference between change that we initiate ourselves and change which we have little or no control over that impacts upon us. The contract between employer and contact centre staff may state “and other duties that your manager may require from time to time” but this means nothing for those affected by change.


Negative comments or actions from contact centre staff are designed to delay and obstruct the installation, to give more time, to cling to the status quo for longer. They have not seen a compelling picture of a better future and consequently their emotional response is taking over. It should be clear that if this is happening in your organisation, you’ve got a problem. The root to solve this problem is two-fold. Firstly to address the feature objections and manage concerns through workshops, demonstrations, consultation sessions, though, let’s be honest, that horse has long since bolted past a wide open stable door. And that leads to the second thing you can do: learn from this episode and embed consultation into the very first phases of future projects.


Presenting details of a change programme is what some managers think is “communication”, having heard that the secret of change management is good communication. These people are, of course, wrong, the secret of change management is “no change”. If you must have change then separate change into mandatory and development. Mandatory is stuff like, reduce costs or we go out of business, or dealing with a legislative change that requires immediate action. Development change is process improvement, evolving positioning, offers, technology, services to provide some additional novelty, functionality, efficiency or other benefit that can be delivered to customers, donors, voters or whoever your organisation’s community is.


Five tips for Initiating Change in the Contact Centre



  1. Be humble

  2. Listen to calls with the team, rather than from recordings, remotely

  3. Get advisors and team leaders involved early

  4. If the benefit is for another business area, say, shipping or business decision making, articulate the change in contact centre terms and not in shipping terms - rather than "improving address quality for shipping manifests", use "how do we lift our data quality levels"

  5. Don't impose, consult



What is “No-Change” Change?


I believe we are on an irreversible trend toward more freedom and democracy - but that could change, Dan Quayle

No-change is the state of continual evolution. Of developing an environment where product changes, intranet content, customer types, system upgrades, role changes can all be slip-streamed into the teams in a positive, ongoing way without creating an emotional response. If consultation is a constant and a means of the organisation truly listening to what customers are saying (and contact centre advisors really do have something big to contribute there), then it is less likely to be an event, something out of the normal, but rather just part of the fabric of the contact centre.


To the JFDI consultant, consultation is an inconvenient stage that delays and discolours their otherwise perfect picture of the how the project rolls out. However, consultation (and lots of it) is actually a fantastic solution to project delays and can really sharpen the detail of the plan. Result of consultation: improved project outcomes.


How do you design consultation in? Well, the first thing is not to make change an event. Try to embed change into the regular operations plan for the contact centre. Rotating people between teams, cross training, varying shifts, exposing people to new systems to learn, etc. Try not to talk of a “change” at all. Some changes are mandatory – e.g. legislative changes that impact your industry or impact all organisations, for example, changes to data protection legislation. In that case, everyone has to get on with it, but usually with legislation you get plenty of advance notice. Get the teams involved in designing solutions – no group of advisors when consulted regularly ever suggest process steps or systems changes that make their life harder. They go for shortcuts, straight lines, no hand-offs, more autonomy – usually things associated with improved outcomes for customers. And if bonuses are tied to improved outcomes for customers, it’s a fair bet that advisors will pretty quickly figure out how to speed up processes. There has to be processing speed balanced with compliance (but how about that being another dimension of the bonus calculation). Bonuses are all about rewarding the real outcomes you want, not the simple outcomes that are easy to measure – time on systems, calls handled, etc.


Advisors therefore can be a great resource for figuring out solutions to obstacles. However, when you start the consultation process, you can open the flood-gates. Then you end up with seven hundred suggested system changes that will take three years to make and generate negligible value. You have to balance consultation with contributing to outcomes. Advisors can be involved in this if they have all of the dimensions of a problem, but often they don’t. But if they know that there are four things that need to change, there are 50 days of systems development resource, what is the best use of those days to improve, say, product uptake rates and reduce the number of calls that cannot be answered at the first point of presentation. If bonuses are oriented towards these factors, consideration of solutions will tend toward the practical and the effective rather than the interesting but uneconomic.


Who should run change? Well again the trick here is not to make change an event. Don’t have something that people say, oh no, here we go with another team of consultants asking dumb questions, listening the four calls then thinking they know the job. Better to embed a change dimension to staff roles, such as trainers, supervisors, managers. Some specialist help may be required, but consultants dropped in from above are about as welcome as a fart in a space suit, as Billy Connelly observed. Taking the change event off the table and making team structures and activities focus on changing process elements, such as updating training materials, documenting and distributing short-cuts, improvements, etc. can lead to an environment that is comfortable with change (or as comfortable as people that are emotional can be). There are so many solutions for self-publishing now – team based solutions such as wikis can be a fantastic resource if they are seeded and regularly used and updated.


Embeding change practice does not mean change for change sake, but if there is new content around the service/product offer then get that shared on a regular basis. This is easier for contact centres that operate in content rich environments, e.g. publishing, telecommunications, tourism, healthcare, etc. but if you are imaginative, you can always find content even in static environments such as utilities (developments in renewables, examples of sustainability, new initiatives for power transmission, even updated TV advertising or TV content that reflects concerns/developments in that industry. Having daily briefings is a great opportunity to share ideas and getting the team focused on change, as a background concept, an ever-present factor in modern business.


If you need to do big change, get some project management expertise. However, don’t fall into the trap of many organisations – getting project managers to do the work of managers. This writer recently experienced a very large technology function in a global banking organisation where project managers (nearing 1000 at the last count) were being asked to manage better use of existing software tools. Not looking for which software tools the organisation could invest in to best address a need, they had all the tools but were not using them a) consistently and b) to their potential. This is absolutely not a project management issue. This is a management issue.


Motivation - The M Word


I saw a trade advert by a contact centre outsourcer showing two attractive young people in a hot, distant land looking all relaxed, tanned and happy. The perfect picture of a summer holiday. The advert was designed to position the outsourcer as an informed supplier, taking time to understand their client requirements by sending their staff to directly experience the product that the contact centre is supporting (in this case a holiday company). The idea is great – the better staff know the product or service, the more they can relate to how actual customers will feel. Honda similarly insist that contact centre staff experience their new vehicles so that they can engage more positively and knowledgeably with customers.


Getting to test drive a new car is likely to greatly overcome any boredom with day to day operations. However, having advisors test drive cars each and every day is unlikely to generate positive outcomes for customers. It’s easy to create involving one-offs. Roadshows, product launches, special training blitzes, etc. But what do you do the day after? Well, the answer to that is complex and does not mean that the roadshow is a bad idea. Motivation in contact centres is not a value that can keep on rising (but it can certainly keep falling). The way to view it, is about maintaining motivation at a level which generates positive customer outcomes at a sensisble economic level. In that light, 100% customer satisfaction, zero leavers and 100% attendance are not the goals. 100% customer satisfaction is impossible to achieve (and that way lies madness), some attrition can be a good thing (see next section) and a small amount of absence will be easily catered for by the daily resource plan. If money is not restricted then every call can be answered within 15 seconds, and advisors handsomely remunerated so that every conversation is a complete pleasure, like a chat with a new friend with no limits on their resourcefulness, alacrity and downright happiness. However, money is a scarce resource, and in times of scarcity, rationing is present. That means, accepting that 90% of calls answered in 20 seconds is good enough and losing 1% of calls is acceptable. The rationale for this statement is a cold hard look at the economics of answering that last 1% of calls – it requires a huge increase on staffing, disproportionate to the benefit that answering the calls brings. No organisation sets out to lose any calls, however, if you want your advisors operating at more than 40% efficiency, then you will compromise somewhere. Economics will dictate to what extent to ration “telephone handling resource”. You want advisors to be busy (but not frantic) most of the time. What does that mean in practical terms? Well, something like 35 to 50 minutes of talk time per hour. Any more than that and you will break your advisors (and probably employment laws) less than 35 minutes and they will get bored.


Most certainly run roadshows, introduce new products to the team, get their opinions, give them samples but don’t expect a long run pickup in motivation levels (however you measure that, and a proxy is best – customer satisfaction levels, first call handling %age, etc. as “motivation” itself is impossible to measure). It’s like running sales promotions for a grocery brand’s market share. The promotion gives the product a bump in its category but after the promotion, the brand returns to it’s long run market share level. Same with advisors, regardless of how much effort goes into “Pizza Madness Friday”, don’t expect the gain to last much past the following Tuesday once advisors have had two full shifts of dealing with awkward customers. That’s life. The idea is to keep things going. To keep the show on the road. To give enough variety, often enough (but not too often – economics! And you must be able to establish that people are there to do a job and that specials are just that, special. Not part of the day to day). Mixing up motivation events is best:



  • Mixing scheduled and unscheduled stuff

  • Mixing directly work related and team fun related

  • Mixing money (and proxies – gift vouchers, for example) and non-money rewards (time off works VERY well)

  • Mixing media – video, tactile (if the product supports that), presentations, find out by doing, etc.



Motivation is not something that people can rate themselves on a one to ten scale. Motivation is a state of mind and you either are or are not. Trying to measure motivation is like trying to read tea leaves. Motivation is easy to recognise. Staff that are motivated behave in ways that are common between all motivated staff - they have an inner smile and this presents itself as positive behaviour like ethusiasm, encouragement to others, flexibility, eager for learning, innovation and high productivity. Clearly these are positive attributes to have in a customer service environment and anything that helps to give people a sense of motivation is to be encouraged. Good pay might do it. A great environment might be do it. There are many aspects but one of the most important is being part of a team.


A Sense of Team


Of all the hackneyed sports team manager expressions - "a game of two halves", "at the end of the day" and "losing two early goals was not in the plan", the one that is useful here is "I wouldn't want to single out any one individual, it was a team performance". Quite. Teams made up of superstars perform well only if the superstars perform as a team. Poorly organised stars come second to well coached and disciplined average players who cooperate as a team. In the contact centre, teams are a vital structure. Both in terms of structure for communication and organisation and more importantly as a unit that staff can associate with and feel a sense of belonging. Carson McCullers book "The Member of the Wedding" talks of a need to belong. Important for a 12-year old, it's vital for advisors. Contact centre performance depends on teams working well. Good team dynamics can create very positive outcomes: reduced absence, longer tenure, higher customer service ratings, whereas poor team dynamics are linked to poor service levels, poor attendance and higher attrition. It cannot be emphasised enough how important creating and mainting a sense of team is to individual and group performance.


Maintaining Motivation over the Long Term


If we accept that everyday cannot be a special surprise day, how do you keep motivation going along (not increasing, but not falling either). This is down to the following factors:



  • Team and a shared sense of purpose

  • Work diversity and autonomy

  • Rewards

  • Stability and Advancement



With one out of these four working, motivation is unlikely to be high, but with three out of four working, motivation is likely to be high. Remember, motivation is not something that can be directly measured. It's not like taking someone's temperature, you have to look at proxies - outcomes that are affected but the level of motivation in the centre, for example, absence, service levels, etc. The better the organisation performs on these four factors, the better the motivation is likely to be. For example, staff may work in a great team and feel secure in their role but if the role is stultifyingly dull and the rewards are poor, don't be surprised if motivation is not as high as you would wish. I've lost count of the number of times my ex-colleague Nick Price said to clients who had complained about staff attrition: "When you recruit for your call centre you are looking for interesting, intelligent people who are good at getting on with customers, get a sense of achievement from helping people and then you put them in a tightly controlled environment and ask them to repeat the same task ten times an hour, seven days a week. What did you expect would happen?" This is the dilemma of recruiting for contact centres - if you find sparky people who are good to talk to on the phone, they probably don't want to operate in a restrictive environment. The trick is to bring the four quadrants together and normalise wide variations between, say, rewards and autonomy. Giving people the ability to take some control of their environment, giving them variety, ensuring that there is little or no insecurity over their position, giving scope for developing their career, being able to earn a fair return for their efforts and letting them work within a fun team that promotes individual efforts, shares team success (and failure) and has a strong sense of purpose. That's what it takes. Oh, and if it's a shitty office to work in, you have make an effort to really clean up and make everything work. Environmental factors don't improve motivation but they sure can hurt it. If you have all of this you are on the road to a fantastic contact centre.


Super Agents! Subject Matter Experts and escalation


Subject Matter Experts are not the geeky kids that get kicked around at break by the cool kids. They are people how have a degree of specialisation in a complex environment. Typically, 80% of queries that present in a service environment are represented by 20% of the different query types. In some environments, e.g. financial services, travel, technical support, the 20% can have a very long tail with some very complex queries that are unusual and in a large contact centre a typical advisor will not encounter these queries sufficiently frequently to be competent at answering them. This is where Subject Matter Experts (SMEs) come in. They take the complex situations, either through escalation from a colleague or directly from an IVR/ACD queue or perhaps from a dialled number uniquely identified for particular queries. The organisation of SMEs can be very formal - 1st, 2nd and 3rd line support is a particularly formal method of maximising the return on expert knowledge in a support environment. Here, the 1st line support advisors are there to handle the simpler (but no less worthy) queries that come in and act as a filter / information gathering point for 2nd line support. The 2nd line support team would typically be smaller than 1st line and may be geographically remote, perhaps run out of a separate organisation (1st line outsourced, 2nd and 3rd done in-house). In less formal environments, SMEs may be a team resource or may be a floor resource with several advisors being an SME on different topics. The advisor management system has a list of skills matched to logged-in and available advisors which makes it easy to facilitate the escalation.


A lessons learned database, either as a wiki, intranet, knowledge base, ops manual, whatever, is a fundamental resource for SMEs and to operationalise knoweldge to streamling and push more and more queries out to more and more advisors (many reasons for this - more expertise across the floor means more chance of a customer call finding someone able to answer the call and also for the advisors it means more diversity in the role and as an organisation, it is learning and these learnings can be structured into training for new starts so that performance has a good chance of improving over time).



  • Matching Staff to Projects

  • Recruiting for secure positions

  • Attrition can be a good thing

  • Introducing Management from External Source

  • What can you tell from a recruitment ad for advisors?




Chapter 3: Delivering on Promises


Remember Johnny Rotten? John Joseph Lydon, lead singer of the Sex Pistols, and later Public Image Limited. Of course you remember Johnny Rotten. One thing you may not know, Mr Lydon closed the last ever Sex Pistols concert, in San Francisco with the phrase, "Ever get the feeling you've been cheated?" Quite sublime. What a great phrase, and links neatly to the reaction many people must have when service goes bad. Thankfully, contact centres are generally pretty reliable and service failure does not actually occur that often. Sometimes outcomes as defined by the contact centre manager may be different to that defined by customers. For example, if a customer asks a bank for a larger overdraft but credit rules cause the request to be knocked back, that can't be the fault of the contact centre. Don't shoot the messenger. But the customer wants to do just that. This is an asymmetric view of the same data and is probably irreconcilable.


Contact centres are very much part of the connected enterprise and integration with other divisions is essential to effective service delivery. Often promises made in the contact centre are delivered elsewhere. Advisors need to have confidence that a promise made is a promise delivered. How do you make this happen? What are the short and long term problems if this connection fails?



  • Compliance

  • Quality Assurance

  • Back Office linkage

  • Regular Data Feeds

  • Reporting to the Business



Copyright 2007, Robert A Innes

SATSE: Part 2: Customer Experience Management


Inanimate objects are classified scientifically into three major categories - those that don't work, those that break down and those that get lost. - Russell Baker

Regardless of the purpose of a contact centre project, be it selling subscriptions, helping patients to diagnose an illness and potentially escalate to hospital, increasing credit card balance or checking if a vehicle is ready to collect after a service, the customer experience is paramount. A poor experience for the customer usually results in poor outcomes for the organisation. Poor outcomes can be longer call durations, lower sales, more complaints, higher levels of re-calls, whatever. It's often a vicious circle - poor service delivery leads to inefficiency which leads to lost calls & recalls which leads to more load which leads to even lower service. This leads to frustration for both customers and advisors. On the other hand, if the experience is good, outcomes tend to follow. This improves the experience for customers and advisors and the metrics just keep getting better. How do you ensure your centre does more of the latter and less of the former?


Chapter 4: Serving for Success


A hat should be taken off when you greet a lady and left off for the rest of your life. Nothing looks more stupid than a hat - P J O'Rourke

All contact centres provide a service. It may not always be smooth, but service is at the heart of all operations. Success in service delivery means different things to different people. For example, in the case study that follows, success for a Redundancy Helpline is not about "average handle times", "first call resolution" or other efficiency based metrics, it's about high level customer outcomes - number of customers re-employed within 90 days. In that kind of environment the government agency sponsoring the activity is more interested in the contact centre's contribution to higher goals and success depends on the extent to which the contact centre meets those goals. For another application, say in a busy travel agency or holiday company, at certain times of the year, there will be large peaks in call traffic and managing the scare resource (advisor time) is paramount - delivering the very best advice as efficiently as possible. A key metric here might be what percentage of customers can be persuaded to "self-care" on an extranet during busy times without impacting average order values, for example. Success, therefore, is a factor of your situation and this chapter will look at practical steps that can be taken for success, however you measure it.



  • Complaint handling

  • Stultifying standards-based approach - if it says 72 hours, we're bloody well going to take 72 hours - that's NOT service

  • Customer Selection - why it's right to deliver different service levels to different customers

  • Staff rewards

  • Self service augmentation and promotion to customers



Chapter 5: Content Personalisation


Sometimes it can be hard to just keep things running smoothly (see chapter eight for the challenges of Keeping the Show on the Road) but in today's marketplace, personalisation is one of the keys to service differetiation (along with service excellence and innovation). Serving out the same experience to each customer is simply not good enough any more. Customers are different. Each one has differing needs of your business (and contact centre) and represent different levels of value to your brand. Treating everyone the same is a poor marketing decision and a poor commercial decision. Without knowing in advance what will cause individual customers will call, how do you personalise the service? If ten customers are waiting in a queue, who should you serve first? The answers to these questions can be surprising and customer insight can allow quicker service delivery whilst improving customisation.



  • Personalisation as a source of differentiation

  • Commercial rationalisation

  • Using one channel's results to feed another channel's activity

  • What to personalise?



Chapter 6: Segmentation and Targeting


In God we trust, all others bring data, W. Edwards Deming

A key facet of any direct marketing strategy is segmenting customers into discrete groups that can be separately identified. For example, in a mobile phone company, one group might be contract consumers who spend more than £100 per month, or pre-pay customers who send more than 400 texts per month and have more than 12 people in their calling circle (number of discrete people they call regularly). You can attribute customers to groups (or segments) simply, by taking one dimension of customer data say, average monthly spend and ranking from low to high, then, split into ten groups, either by volume or value (deciles) to give ten segments that can be tracked and measured. Perhaps a more useful (but more complex) tool is clustering to identify a series of variables (spend, length of tenure, location, age, acquisition source, for example) and determine customers who are alike across a basket of different attributes. Whichever method is chosen (and we will discuss segmentation in more detail later) it gives a basis for starting to target different groups of customers with different offers or routing different customers into different service streams.


Chapter 7: Is There a Relationship at the Heart of CRM?


One of the great delusions in marketing, in fact probably the absolute greatest delusion in corporate communications, is Customer Relationship Marketing. CRM has been used to justify all kinds of nonsense in the past and to delude marketing managers across the world that they have a "relationship" with their customers. Bollocks. Unless you run a corner shop in a small rural village and you know every customer by name, you don't have a relationship with customers, you have a series of transactions. Customers just don't think of a series of transactions as a relationship. A relationship is two-way mutually giving - mother to daughter, friend to friend, but what we have with brands is one-way service delivery. For a very small number of brands, think Nike or Playstation, for instance, some consumers may value the brand association as something special and worthy and valuable and cool. If Harley Davidson can create an image for a community of customers that is powerful enough for these people to revere the brand and even carry the brand logo onto items of clothing that didn't originally carry the brand, or even tattoo the brand onto themselves, they have achieved a status to their community that few brands can match. Anyone seen a customer proudly showing an MBNA tattoo or sewing a Persil logo onto a favourite t-shirt? No, thought not. CRM needs to be handled very carefully and the advice of this author is to remove the troublesome work "relationship" and label the task honestly for what it is, Customer Management.


With Relationship out of the way, we can start to discuss honestly some of the weird facts around managing customers - your most loyal customers are likely to be either the lowest spending, or spend an equal or higher amount with a category competitor. Later in this chapter we will look at how achieving your service objectives can be efficiently accomplished whilst providing a great service to the majority of customers. Note, the last sentance particularly does not say "all" customers. I will return to this later.


For not-for-profit contact centres, CRM was always a strange word to use (although the components - databases, analytics, communications management, customer modeling, and others have real value) as their outcomes are measured in very different terms to commercial contact centres. Health care authorities, for instance use a concept of Quality Adjusted Life Years, which essentially is a way of allocating scarce resources (money for hospital beds, drugs, surgical interventions, extended term care, etc) to cases that are most deserving with certain minimum limits on provision. Or take charities, where fundraising is important and aspects of a commercial approach will be present - you want to raise as much money for the minimum outlay - however, the dynamics might be different, for instance if your centre is staffed with volunteers.


This chapter is not about me railing against CRM vendors, far from it, CRM applications and technology can be tremendously helpful in delivering great service. This chapter is about what really works in a live environment and how customers just don't view their transactions as a relationship. And as contact centre or marketing processionals, neither should we.


Consider your personal dealings with your bank. Is that a relationship? It's certainly not like a relationship with a friend or family member. Try this test: Dear Bank, I have banked with you for four years and never gone over my overdraft limit, now I've lost my job and I'm sure I'll get a new one in two months or so, please lend me £10,000 to cover my expenses till then. What response will your loyalty get you? No way, that's the response you'll get and fool if you think you'll get anything else! The bank's not here to support you, to protect you, they exist purely and simply to profit from you whilst they deliver a service. They are not interested in taking a risk on you getting a job. And why would they! For sure banks can improve their customer handling and realise that they are merely shops for money, but they are still shops - you wouldn't go to Tesco and ask for two months of groceries and I'll pay you back when I get a job. Similarly, don't expect that from your bank. Your "loyalty" in the past is not a factor in their decision making. The sooner we all realise this, the better. Banks absolutely correctly will lay out the terms under which they wish to do business - we may not like it, but hey, deal with it. Just, don't call it a relationship.


At These Prices, Everyone Needs Toner


In the late 19th century Evanston, Illinois, nicknamed "Heavenston" by Frances Willard, was a Methodist-minded town, so pious that the town fathers, resenting the dissipating influence of the soda fountain, passed an ordinance forbidding the sale of ice cream sodas on Sunday. Some ingenious confectioners, obeying the law, served ice cream with syrup but no soda. This sodaless soda was the Sunday soda, and became so popular that orders for "Sundays" crossed the counter everyday of the week. When objection was raised to christening the dish after the Sabbath, the spelling was changed to Sundae, and so developed one of America's most characteristic dishes. - William Lyon Phelps

In many converstations with customers, the advisor has an objective that involves extracting something from a customer - usually money, information or a committment. Sometimes the customer will comply directly. Other times not. A key influencer is: Does the customer accept the basis for the call? If not, success is a long way away.


Not all objections are created equally. Often an objection is actually a delaying tactic or a way of not dealing with the truth. Example: Advisor:"Would like to buy one of our widgets?", response: "I don't use the widget anymore". This may be the case, but for the customer it's an easy way to close off this line of questioning (or so they think)


In an episode of Friends, Pfeobe takes a job as a tele-marketer selling Toner to office supply managers. On her first call she gets an objection to her offer of Toner - "I don't need any Toner" comes the reply. "At these prices, everyone needs Toner", says Pfeobe. The customer then responds "I don't need any because I'm going to kill myself today". To great comic effect, Pfeobe then looks in her script for the "overcoming the sucicide excuse" section. Clearly none exists, but this is not unlike how sales calls proceed.


Designing responses to objections


Rebuttals is the term sometimes used for a response to a customer objection. "It's too expensive" - "ah but we have an easy payment installment plan". The skill in designing rebuttals is to understand the buy process and how customers typically experience the product. Usually the 80:20 rule applies, where 80% of objections will be clustered into 20% of the reasons, so you get some that come up time and again and some that are uncommon. Price is often a big objection. The manner of the advisor is key to gaining customer committment and overcoming objections.



  • The Idea Behind CRM

  • What Relationships mean to Customers

  • Customers never see themselves in a relationship with a bank

  • Customers might see themselves in a relationship with Harley Davidson, but few other brands qualify - test #1 How many customers have Capital One tattooed on their shoulder?

  • Sensibly using CRM to make the operation effective and commercially viable

  • Sensibly using CRM to delivery a customer experience that encourages more of the outcomes you want

  • Understand exactly who you are set up to deliver a great service to



Copyright 2007, Robert A Innes

SATSE: Part 3: Keeping the Show on the Road


When the lights go out in a contact centre it can be very bad news for the entire organisation. For example, imagine a Live TV Fundraiser, what happens to donations if the contact centre systems fall over? Advisors being left to tell customers "Sorry, our systems are down, can you call back" is hardly satisfactory. What if you can't even get through to an advisor? Contact centres are so fiendishly complex that failure can happen at many points - telephone lines, database systems, commercial power supply, back-office systems, building security systems, etc. etc. Many of these items can be duplicated or beefed up for resilience, so for example, you can run your database on a cluster of servers so if one server fails, the cluster remains viable and service continues. Similarly, the telephone lines (more likely digital fibre links) can be duplicated to take separate routes into a building, from different "points of presence" on the supplier network and be configured for network level resilience. For small contact centres, the services available for redundancy and continuity are more sophisticated than you might expect and don't have to cost the earth. The key to Keeping the Show on the Road is good planning. This section expands on "planning" to key steps to take to ensure that the customer experience is consistently good.


Chapter 8: Technology


Here's an example of why technology is great. I'm writing this, May 30th 2007 and I get a rollover on my RSS feed panel from Google Desktop that catches my eye. It's a note from Bloomberg - "Wayward California Whales May Have Ret...". I'm intrigued. At the time of writing this was published some 27 minutes previously. So I click through and right there is this fantastic story of a 45-foot humpback whale and her 25-foot calf who have drifted 70 miles off course on their spring migration to Alaska. On the US Pacific coast, heading north, the whales got as far as San Francisco, decided to turn 90 degrees right and enter San Francisco bay and head up the Sacramento river to the Port of Sacramento. I'm not making this up, (see http://www.bloomberg.com/apps/news?pid=20601103&sid=aGxLoaddlZoM&refer=us) but it gets better. I quote directly from the article:


"By May 20, they had reached a dead end at the Port of Sacramento, northeast of San Francisco. They turned downriver, then spent more than a week stalled in the fresh water. Their unwillingness to head back to the Pacific frustrated rescuers, who tried to drive the whales homeward.


Scientists fired on the whales with water cannons, played sound recordings of an Orca feeding on a whale and even car- alarm noise to try to force them toward the ocean. Eventually, the whales headed downriver on their own."


So far, so good, but what's this got to do with technology? Well the article continues:


"During the rescue effort, more than 2,600 suggestions from the public poured into a special e-mail account set up by the National Oceanic and Atmospheric Administration.


One e-mail suggested using helicopters to harass the animals downriver, while another proposed building a fake whale with an outboard motor to lead them to the Pacific. A Navy dolphin squad might be able to guide the whales home, according to one e-mail. And a psychic asked to read the whales' minds."


"Building a fake whale with an outboard motor". You can't make this stuff up. Bernadette Fees, a deputy director with the California Department of Fish and Game said "There have been some real interesting folks who've contacted us." Oh yes indeed Bernadette. My point is, whales go off track, a government agency gets 2,600 emails with suggestions, it's picked up by Bloomberg and I'm reading it 27 minutes after publication, one-third of the way round the globe. Never has there been a time in history when so much was available to so many, for such little effort. Want to see photos of bush fires in California, want to see funny TV ads archived on YouTube, want to make free telephone calls around the globe, ... well, somehow we have engineered a connected world that allows all of this and more. And we don't even bat an eye. It's like, oh yeah, I was on the New York Times website last night reading about ... Amazing what we can access and amazing that we are not stunned by it all. It's not like we've been doing it for 20 years!


So, technology is all around us and most of it, and this is the really clever bit, is slipping into the background - releasing the benefits but hiding the features - just letting us get on with communicating.


In contact centres, an unbelievable amount of technology goes is in play moving voice and data around the centre, screen-popping information from advisor to supervisor in milli-seconds to save us from repeating ourselves. The instant screen pop, moving a screen worth of customer data from advisor to advisor as a call is put on hold and transferred, used to be really clunky. Now it's a click of a mouse. Adviors starting in call centres don't go "WOW, Did you see that!!!!", they just get on with it as one more unremarkable thing the technology can do that helps them get on with their job.


Without technology, contact centres do not exist. It is a technically very advanced environment and providers innovate and upgrade relentlessly. After people, technology is the second largest cost in contact centre and at the establishment of the contact centre, aside from building the contact centre structure, you likley will spend more on technology than anything else.


Technology in contact centres, because of the capability, is necessarily complex. With complexity comes confusion and expense. It is the land of TLAs - Three Letter Acronyms, for example, ACD, CTI, PBX, WTF, what? I made up the last one, but how many people can tell? This section is dedicated to unpeeling onion layers - getting to what is important about technology with the complexity getting in the way.



  • KTSR

  • Legacy Integration

  • CTI, IVR, ACD, Call Recording

  • Root Cause Analysis - Verint

  • PBE or Hosting



Chapter 9: Project Management


It's tough to make predictions, especially about the future - Yogi Berra

Many times in contact centres, particularly at the start of a new project, the most common project management methodology seems to be JFDI. Not a term from Star Wars lore, but a pithy statement of just getting the job done (use your imagination). Sadly, JFDI whilst useful if you need to get the lifeboats launced, is sub-optimal and leads to great wastage.


Planning in a contact centre might involve many people - marketing proposition teams, retail or field staff, team leaders, technologists, external partners, trainers, etc etc. Something of that magnitude requires more than a to-do list and a winning smile - real discipline is needed, from establishing clear project objectives to being rigerous in setting timescales to proper testing. Skimp at the planning stage and the risks go sharply up. One of my favourite quotes about project management is "I'd rather fail three months into a two year project rather than fail three years into a two year project".



  • BDUF / Agile

  • MOSCOW

  • Involving the right people in the project

/

Chapter 10: Living with Risk


It doesn't do to leave a live dragon out of your calculations if you live near him - J.R.R. Tolkien

Risk Free doesn't exist. There is always risk. No project in a contact centre is without risk but most risks can be anticipated for, mitigated and used for learning. In that regard, risk can actually be a positive. But what realistically can you do if the power fails? The key to dealing with this risk is to have thought about it before you need to actually deal with it. That's the key to risk management - running through scenarios, creating mechanisms to identify risks (particularly early warning measures), defining communication links for different risk occurences, risk mitigation and recovery and planning best defence for an allowable cost.


It is important to factor in an allowable cost as budget is a scarce resource and allocation of resources in an environment of scarcity always involves compromise. It is no bad thing to understand the difference between coping with 12 hour power outage for £1M or coping with 72 hour power outage for £100M. Your circumstances will determine your investment in risk mitigation & recovery resources.


Successful risk recovery depends absolutely on planning, so that's where we start. Firstly, what kinds of risks might a contact centre face? The risks fall into three categories:



  • Commercial - is the plan / process economically viable

  • Operational - is the plan / process efficient

  • Technical - is the plan / process do-able



For Commercial risks, we are looking at the economic viability, will the planned cost savings be achieved, will the cash flow support the investment, will this create costs elsewhere in the business, is this risk/reward arrangement reasonable?/p>

For Operational risks we are looking at efficiency factors - can we support 24/7 operation, how will service delivery be impacted by a postal strike, how can we maintain service levels with higher staff absence, can we train all advisors before the new release of the new product catalogue?


For Technical risk the underlying capability of machines and processes is being questioned, can we support 200 more users, can access control cope with more home workers without impacting system performance, can a server upgrade happen in core hours, what happens if a router fails?


The David Tortolano Zwanzig Schilling Trick


Quite a few years ago myself and three friends went to a small Austrian ski resort called Neiderau. One member of the party, David Tortolano distinguished himself in two ways: Firstly, eating more bananas than the rest of the party combined, in fact, two or three times as many bananas as the rest of the party and secondly, for a little bit of flirting with a waitress over dinner. It happended like this: At the end of our evening meal, our waitress arrived with the bill and we started counting out our cash. David aggregated the cash and counted out the amount due. He then added into the pile a 20 Schilling note (this was many years prior to the introduction of the Euro) as a kind of tip. I say kind of as it was really a device to have some fun. As he passed the money to the waitress he managed, through sleight of hand to make the 20 Schilling note disappear and then reappear as he ran it through his fingers. Quick as a flash the money is there, then it's not. And then with a winning smile, and if anyone ever had a winning smile, David Tortolano had a belter of a winning smile, teased the young woman to figure out which hand the note was in. Now at this point, the next step is critical. Does the young woman accept the tease and make a guess? The restuarant is pretty quiet so there is no pressure from other tables. She has time. The rest of us, David's cousins Mark and Dana and myself are sat motionless, silent but excited with anticipation. The tension has to be released soon, and it is, as the young woman takes the money minus tip, gives David a withering look and smartly about-turns, leaving David to open his right hand (as I recall) to reveal the note but only to the waitress's back as she cuts through the tables to the bar. David looks shocked. We laugh. Crashed and burned.


And that's the thing with uncertainty, it could have gone the other way. She could have smiled, perhaps guessed where the money was, but she didn't. What could David have done differently to secure a different outcome? Well there may be many ideas, for example, 'don't be making fun of me when I'm working you tourist-pig' might be some advice to try? The thing is, we can never know what it would take for that outcome to be reversed, because you can never live the other line - once a choice has been made, you don't get to see how it would have been if the choice had been different. Sure David can try the Zwanzig Schilling Trick again, on other people, on other nights, and the outcome may be the same or different (rejection and misery or acceptance and fun). But critically, the original event can never be replayed. This is a risk dilema, because there are many opportunities for learning and for improving the chances for future outcomes, but as David will tell you, you can't have time back.


Organisational learning is a process that uses rejections to better inform future decisions. You just have to hope the the learning opportunities don't kill you. It's all very well for a channel swimmer to learn that the distance turns out to be too far for them and get pulled out into the boat crewed by the swimmer's support staff, but what if there's no boat? You've learned something, but it's kind of comming too late to be useful. Fly in your Chardonnay, to say the least. That's way we plan. That's why organisations invest time and effort in scenario planning.



  • Identifying Risk

  • Project, Operation, Commercial Risk

  • Recognising Risk and dealing with it

  • Business Continuity



Chapter 11: Running a Contact Centre in 137 Easy Steps


This is all about the practical, nitty-gritty detail of running a contact centre, from developing training materials relevant to the process, important points for team briefings, what to listen for when you're listening to calls, developing systems for advisors, how to interpret contact centre metrics, etc.


They say you can never be too thin or too rich. Is Keira Knightley too thin and not rich enough? Who cares, in contact centres, you can never spend too much time developing staff. I know this article looked like it was heading for celebrity-mag territory, which might have been fun (if vacuous), but hey, this is a book about contact centres and some of this content is going to sound dull compared to Paris Hilton selecting a new brand of shoe. The title on the cover should have alerted you to the likely direction. So, staffing a contact centre. Let's she what worthy stuff we can find.


It really is true, you can never spend enough time developing staff. There are several reasons for this. Firstly cross-training. This allows a wider team of people to gain skills to complete a wider range of transactions. Why's that a good thing? Well, for one it gives more resilience so that if customers call with specific questions there is a better chance of finding advisors who can answer correctly. It's also good because the more advisors who are trained across multiple skills, the easier it is to meet service levels as you don't need to worry about ring-fencing resources in case calls come in about a specialist, in times of staff shortage or peak load, you will achieve higher usage rates (and hence more efficiency) as the level of cross-training increases.


Secondly, with today's products and services being increasingly content-led - take mobile phones, 10 years ago there were fewer devices and they could do less. Now there are hundreds of devices, most with cameras, able to view TV, receive email, browse the web. The complexity is increasing and training provides advisors with more current information, enhanced skill and confidence fielding more questions. It's great for confidence becuase it reduces the number of times an advisor needs to check a fact, refer to a colleague, escalate to a supervisor or hand-off to a subject matter expert or another team. These are all drags on efficiency and affect advisor confidence which dirctly translates into service performance.


Thirdly, advisor satisfaction. Holding roadshows, seminars, training, coaching, etc. adds variety and substance to a role and gives confidence that an individual is developing their skills to improve their future job prospects, and to aid them in doing their job better. This creates good outcomes: lower absence, lower shrinkage and longer tenure. Retention of good advisors is so important - the effort and cost it takes to find, recruit, induct and train a new person to the level of a leaver is very expensive. Calculate the full cost in your centre and you will quickly see that advisor retention activities have an incredibly high return on investment. Losing advisors in the three/four month period is particularly expensive as that's the point when they really start to become useful having spent the first 100 days or so learning the job. If they then leave, you've thrown away several thousand pounds - go do the addition yourself. This is often a hidden cost in contact centres.


Fourthly, for service development. Advisors who are used to learning new topics and used to new content, are better at accepting ... new topics and new content, so when you roll out new projects, guess what, teams that regularly get briefings on changes deal with change much easier. A public sector environment where a job changes little in three years is a hard place to introduce change compared to a fast moving centre, all other things being equal. Change is always difficult but if staff resist all changes, then it's really tough. And resistence to change builds up barriers and resentment and creates negative energy in teams. This translates directly into to negative outcomes - longer wrap-up times, higher absence levels, longer wait times for customers, etc. So the more appropriate training, the more engaged the advisors, the easier service management becomes.


For all of these reasons, training is hugely important to improving outcomes. It can be more impactful than a small increase in staff rewards.



  • Scheduling

  • Recruitment, Induction, Training, Development & Retention

  • Team structure

  • Briefing in Projects

  • Service Levels - Measurement Performance and hitting targets

  • Coaching and Performance Management

  • Knowledge sharing and escalation to Super Agents / SMEs

  • Maintaining knowledge bases and feeding back to training sessions

  • What challenges do "no paper, no pens" environments create



Copyright 2007, Robert A Innes

SATSE: Part 4: Putting it All Together


This part of the book is all about rounding out the customer experience and the operational capability to create an efficient, effective centre that consistently delivers a great service? How would you recognise such a centre? What would you look for? Check five items from the following list:



  1. low staff absence rate

  2. HR too busy doing exit interviews to look at the absence rate

  3. team areas dressed to support their products / roles

  4. acres of desks, each identical and none personalised

  5. staff using intranets, wikis, custom systems to access, gather and distribute new information

  6. advisors competing to see who has the most Post-It notes around their monitors

  7. notice boards covered in recent photos from team activities

  8. notice boards covered in rules and regulations

  9. coaches and trainers delivering training with high quality materials in a smart, comfortable room, separate from the calling floor

  10. advisors checking facts from photocopied materials at their desks



Anyone who selected any of the even numbered options, go to the bottom of the class. Those who selected only odd numbered options, well, that was obvious wasn't it? The thing is it's easy to spot a bad centre but it's actually much harder than stated above to spot a great centre. There is a quote about happy families and sad families - happy families all resemble themselves but unhappy families are miserable for all their own separate reasons. This is like contact centres - good ones resemble each other but bad ones are bad for a hundred different reasons.


One thing you should have picked up from the above list is there's no 'f' in team. Often the problem in bad contact centres is there's no effing team. Being in a team does not mean you belong to a team. Good managers understand this distinction (as it's huge) but poor managers think "you're in my team, act like it and don't let the other team members down". Yes, I understand, but No! Absolutely No.


So, once the team's in place, what else needs to come together. Well only 136 other things!


Chapter 12: The Keys to the Kingdom: Personalisation, Innovation and Excellence


Right, the centre is running well - technology is stable and serving the business processes well, staff absence and attrition are low, transaction volumes are within predicted levels and so service levels are consistently hit. What next? How do you really deliver a fantastic service to customers? It's about where organisations can realistically achieve competitive advantage. In previous ages (as long ago as 1987) competitive advantage could be achieved and sustained through superior distribution, geographic monopolies, single access to sources of production, etc. Largely, these are now gone for most businesses. Unless you own the only banana plantation on an island of people addicted to bananas, that have no nutritional substitutes and where the importation of bananas is prohibited, otherwise it is very likely that the modern world has brought competition, and bunches of it.


Outsourced manufacturing and distribution, easy sourcing from low cost locations, selling not tied to areas close to branches, digitisation of assets, etc, it's now much harder for one business to monopolise a market and in many markets the barriers to entry have been removed. Many companies that sell products, we might call them manufacturers, don't actually own any of the assets responsible for production. They just own the IP, the brand and the distribution channel. These factors have changed economics markedly. Never mind regulation and consumer power. In this environment, there are two main routes you can take - efficiency - become the lowest cost producer and survive on lower margins than your competitors through more efficient operation or take route two: adding value. It is possible to be a low cost producer and add value but it's not possible to be the lowest cost producer and also add value (as you've taken out all extra resource that can be the source of that value to achieve option one).


Adding value can be done in three key ways: Personalisation, Innovation and Excellence.


Chapter 13: Integrated Marketing Communications


There are many people who argue that by creating enough opportunities to see, customers will get the idea and flock to your product. That is one view and it has some value, however, in my opinion, in today's hyper competitive marketplace, repeating yourself is not enough. It's like the old joke of British people on holiday on "The Continent" if the locals don't understand your English, talk louder. Just as no-one goes to "The Continent" anymore, no-one who works in customer communications should credibly propose simply repeating what you just said. Customisation is key and it needs to hang together across channels. Consumers sample a product or service in so many ways, across channels, TV on a mobile device, video from a website, social networking sites, etc. With these communications options, even plain old email is starting look long in the tooth, never mind direct mail or inserts. The simple fact is consumers expect to be able to experience a brand in multiple contexts and if the communications are not integrated, the user can so easily experience something better. Contact centres have a critical role in IMC - allowing dialogue to build across channels and being a key source of new information to be leveraged across others.



  • Campaign management across channels

  • Creating a sense of flow across channels

  • Database Management



Chapter 14: Advanced Customer Management


Ever see Gattaca, the 1997 film starring Ethan Hawke, Uma Thurman and Jude Law? It's about genetic programming and a society filled with Valids (those with selected DNA and born/created in-vitro) and In-Valids (those without the good DNA and born naturally). The film tests our view on ethics and how far genetics should be used. It's purposfully exagerated in the role of genetics to create optimal human beings. By the way, the name of the film, GATTACA is a a code sequence of DNA using the four letters representing the four DNA nucleotoid bases. So what? Well, Gattaca, though distopian in outlook, crafts a world of excellence through engineering and creates a uniformity in the Valids that is unsettling.


Fortunately, the world we (currently) live in does not engineer human beings to this extent and we have the wonderful variety and richness of current society. Bright, foolish, solvent, broke, permissive, troubled, caring, lecherous, inspired, needy, greedy, weedy, whatever. The great unwashed. Us. In all our vivid separateness.


Sadly for marketing and communications professionals it is not possible to create one product, package it in one way, offer it through one location and price it at a single level and hope to cover the wide masses. Perhaps once there was a world where one type of phone was sufficient for everyone, where TV finished at about midnight on all channels (that's all three channels), where a shampoo existed in one format for a decade without sprouting twenty brand extensions, where shops closed on Wednesday afternoon, where cars didn't have ipod connectors (or CD players, or remote central locking, or websites to promote them, or GPS locators for emergency services, or air conditioning, or their own TV channel - 884 on Sky for the Audi Channel, by the way). Where is this place? Where is this consumer desert? Well, it's right here, circa. 1982. That's right, 1982, not 1882. The diversity that surrounds us and penetrates our lives with more involving and interrupting media options than any previous generation is a recent event. Very recent.


We can easily forget that what we see around us with ads appearing in computer games, millions of people generating avatars in SecondLife, video blogging, tiny chips attached to products like razor blade packs to record their journey through factory, distribution to store and onwards through check out, RSS feeds, DVRs, On Demand Television, is a very, very recent development. Marketing tools have evolved but some date back to pre-history (1982). It's just not credible to market a product or service as per the eighties (though it would be nice to bring back the lemon tank top that I wore to my first job interview in the Eighties, thinking I looked every bit the Beau Brummel).


Marketing and communications today have to deal with more diversity (both in terms of SKUs and distribtion) than ever before. How do we evolve our customer handling to take care of this diversity? How do we make sense of the masses of data that can now be generated from marketing? How do we manage a dialogue with a customer that starts "I'm calling about the letter you sent that directed me to the website where I saw the offer that mentioned the product that I ordered and picked up in store and I'm calling you about because it's not what I saw". Eh? This section will try to create a workout for our customer handling techniques to cope with the demands of life in 2007.



  • Anticipating Needs

  • Progressive Disclosure of Information - JIT data



Chapter 15: Outsourcing, insourcing, resourcing, offshoring. What?



  • The case for outsourcing

  • Reasons for outsourcing: resources, skills, independence, someone else to blame

  • Scope of outsourcing

  • When would you insource and how does that work?

  • Resourcing an outsourcer - like Honda, making them feel part of the extended enterprise

  • What to offshore? By product, by task or by customer segment?

  • Auditing potential offshore sites

  • The langwage barrier

  • Clutural fit

  • Managing offshorers



Chapter 16: Contact Centre Support Organisations


In the UK, the National Health Service (NHS) provides a great contact centre solution called NHS Direct. This is a 24x7 operation to act as an initial port of call for non-emergency health queries - should I worry about this three inch growth on my arm? Probably. The service is provide across a network of small centres across the country and is staffed by medical professionals who are able to do remote diagnosis and suggest an escalation (and pre-alert the health care facility that you are inbound or reserve an appointment in hospital with a particular physician at a nominated time) or suggest an OTC drug course or perhaps a referral to a GP (family doctor) in the near future. It's a useful peace of mind service and saves off work doctors getting endless calls about head colds. Furthermore stuff that is troublesome but not worrying for a patient might set the alarms going for a health professional and swift escalation can be actioned.


This is a great example of a contact centre providing good outcomes that cannot directly be measured by call stats.


What about help for contact centre professionals? What is the equivilent service for people running centres, large or small? Well there is no one service - Contact Centre 24 does not currently exist, however there is a wide range of organisations out there who can provide help. In large organisations, several questions can be answered elsewhere in the enterprise but for small and medium sized businesses, where do you go for help?


Some organisations such as the CCA (Customer Contact Association, formerly the Call Centre Association, a much more honest name) present as a one-stop shop for help ... for members. But there are many, many others that merit consideration. A great deal of information is available on the web, want to find out what ITIL V3 says about customer management services? Check the web first.


Industry associations are a good place to start - The Direct Marketing Association has a wide range of information on customer contact management and also usefully covers regulation and compliance in dealing with personal data.


Business associations like the Chamber of Commerce or Federation of Small Business offer newsletters, online forums, seminars and legal advice lines - access to which can be particularly useful in a contact centre environment - many people, many opportunities for staffing issues, therefore many opportunities for employment law to trip you up. What's the proper consultation process for laying off a team? What do I do different if I have to make two out four trainers redundant compared to if I make all four redundant. Hopefully this is not a situation you have to face but trust me, a visit to your local employment tribunal is not how you want to spend two days of your life. I have and it was painful (for both parties).


If you operate in an area that covers regulated activities, such as financial services, the regulator, the FSA in the UK, will have precise requirements on who can do what to customer data and who can advise versus order-take. Compliance here is a serious matter and requires specialist advice.


If you operate a centre that covers, for example, childcare, you may have to vet staff through a service such as Disclosure Scotland, or an equivilent service and they can provide advice on recruitment plans.


If you need legal advice, separate from that provided by an industry association, look for a commercial firm that has specialist partners in Employment Law, IP/Technology Law, Privacy and Information Security Law, etc. These are the areas that most commonly come up, aside from regular business matters such as Contract Law or Property Law, etc. Some legal firms provide valuable information free of charge. Stop. What, a lawyer not charging £192 per hour in six-minute time slots? Surely not. Well, http://www.out-law.com/ is a fantastic resource provided by legal firm Pinsent Masons. They run seminars and provide online advice and resources for steering a course through legal issues surrounding IP, IT and Ecommerce. Oh, did you hear the one about lawyers - "what to do you call ten thousand lawyers nailed to the bottom of the ocean ... ?


Most marketing associations have some interest in the world of contact centres as communicaitons are central to both. Some like the Institute of Direct Marketing have more of an interest than others and they offer particularly good advice through seminars, publications, newsletters, etc on how to best manage customer communications. They also provide huge amounts of training, much of which impacts contact centres. As a fellow of the Institute I should declare an interest, but aside from my support of the Institute, I feel sure that an independent view would concur. Please visit www.theidm.com for more details.


Providers to the contact centre industry can also be a useful source of information, though the majority of their advice is geared to how to get the best out of their equipment or software, though, if you have their equipment or software, that's probably what you want of your supplier. Orgaisations such as IBM, Avaya, Accenture, to name but five, have great detail on their web sites covering current products and services, industry trends and opportunities for business improvement. OK, I know there were only three companies in the previous list, not five, but hey, got to check that you're still reading - this section contains loads of useful stuff!


Copyright 2007, Robert A Innes

SATSE: Part 5: Future Directions


It's hard to make predictions, especially about the future - Yogi Berra

"Who the hell knows?"


So said Edie Falco, who plays Carmella Sorprano in the TV The Sopranos. With refreshing honesty, let's be honest, celebrity comment is not known for the truth, Falco told Reuters in April 07: "Who the hell knows?" answering a question about what happens next after the demise of The Sopranos which ran for six series. As with careers, so with marketing, communications and technology. Woody Allan has a great expression and a personal favourite of mine: "If you want to make God laugh, tell him your plans for the future."


So if it's all so difficult, why bother wondering? Terrible things might await us in the future. Prognosticate at your peril. Well, peril does not scare me, in fact, I embrace peril, I yearn for peril. And so, fixing a safety helmet to my head and proudly displaying my boy scout badges on my chest, I plunge into the future. To examine the trends and bring forth a view (and many may challenge it) of how service delivery will evolve over the next few years. For the sake of keeping this relevant I'm taking an evolutionary approach rather than a revolutionary approach to the future, so no flying cars in this book, but even evolving what we have today may well seem pretty revolutionary.


Before looking forward, I want to look briefly back. Can you remember the first time you heard the word 'blog' or the word 'podcast'? Couple of years ago? Perhaps a small, small number of you can go back four years, but that's the point. Four years. We have photobloggers and videobloggers, mainstream TV programmes like BBC Breakfast doing a daily breakfast podcast. For the vast majority of us it didn't exist four years ago. It's a true phenomenon. A publishing milestone. A great, great moment in history - thought, type, publish. Not 'thought, type, look for a publisher, get fed up, give two fingers to the establishment, return to work in the call centre'. No, think, type, publish. Now. And millions of people are doing it. If that can happen in four or so years, what can happen in the next four, never mind the next forty. Flying cars anyone?


Chapter 17: Service Technology Options



  • Moving to IP

  • Video Contact Centre



Business Intelligence


Business Intelligence - you may snigger at the phrase and place it next to other great oxymorons, such as "airline schedule", "unbiased opinion", "political science" and "People's Republic of China". "Business Ethics" is another good one. Whilst I can see the joke, for business often presents itself as effort without intelligence, there is another meaning to the phrase. That being "the collection, organisation and distribution of business facts to improve decision making". The facts might relate to current stock positions, stock refresh rates, stock-keeping unit (SKU) growth rates, for example, where data generated from the business operations are used to record progress against targets and to make decisions about future activities.


Management Information (MI) is another common (and related term) found in call centres. BI is perhaps a more technical source of information for managers, relying on what can be measured and is focused on actual performance. MI is a wider term for intelligence (including opinion and estimations) that might inform management decision makers. For the purpose of this book, I am going to assume that BI is a subset of MI in that the representation of facutal information can be used as a key input (but not the only one) to management decision making. That said, the terms are often used interchangeably. I cannot count the number of times a client has asked for their MI, when what they actually mean is BI, but there you go.


Business Intelligence has some common attributes:



  • metric - the name given to a particular measure of BI, say, abandon rate, call duration, etc.

  • aggregation - taking large numbers of transactions together to create more representative figures, for example, average call duration

  • granularity - being able to look at different levels of detail, for example, first call resolution percentage at across the floor, or by team or by agent

  • filtering - setting criteria to reduce the volume of transactions studied to those of interest for a particular purpose, such as, average wait time for calls placed before 9.00am

  • calculation - often some core data is used to calculate new pieces of data, such as percentages or averages which are better at highlighting variance in data observations

  • exception - if some event happens, report it, such as if abandon rate exceeds 2% of calls presented, report it

  • compliance - showing a target and an actual performance for a particular metric, say average handle time, which was expected to be four minutes (the target), but the actual for the period being measured was four minutes and thirty seconds, or a variation of plus 30 seconds, or 12 1/2 per cent



The point of BI is to inform, to allow better decisions to be made and ultimately to improve some business driver - customer service, profitability, etc. The value that BI has to the business manager is the extent to which it aids their decision making. A few years ago, I had a very cynical MIS (Management Information Systems)lecturer who told a story, possibly apocryphal, of two managers in a large corporation who receive their copies of the monthly MI, delivered in paper form (this was well before MI systems developed dash-boards and online query tools). One manager immediately bins the heavy report but the other says "I find it much more valuable" and proceeds to remove the elastic band from the papers, retains the band and bins the paper. The managers had clearly discounted the monthly MI as being too cumbersome to be of any use. Of all flaws that MI can have, this is not the greatest but it is a bad one - it's as much use as no MI. The worst sin, however, is inaccuracy. This can be very serious as interpretations made from incorrect data can have a devastating effect on business performance.


Generating too much information is a fault either of poor MI design or of user request overload. I once had a client that asked for a monthly dash-board - a quick snapshot of business performance in the contact centre. To start with the dash-board had one page with four quadrants, each representing a key metric graphed out for legibility and with room for a brief comment underneath. Over a period of six months, this "dash-board" evolved from one page to twelve pages. A twelve-page dash-board. Talk about oxymoronic. The eleven pages that followed the original page were filled with large grids of data and were text heavy. The last page contained an explanation of some of the codes that appeared in the previous pages. Despite the client being one of the very best to work with, in this regard, they had gone completely nuts and gone overboard to the point that the dash-board was not fit for purpose and met none of the common attributes of a dash-board: brevity, simplicity or clarity.



Software as a service / hosted applications



Chapter 18: Modeling & Customisation


I like golf. Playing it and watching on TV. Doubtless many others do too. I also like skiing, but not watching it on TV. I'm sure many others do too. What about enjoying golf, watching golf, enjoying skiing, visiting cities, photo-blogging, keeping rabbits, reading The Onion, The Economist and The First Post, visiting America and Italy and trying to make the perfect salsa. Starts to reduce the number of people like me from millions to, possibly just a few. We're all like this, there's lots we have in common with people but we are also very individual. For a call centre, this presents a problem, how to you best represent yourself to people with widely differing perspectives and interests?


Well, generally a contact centre is not setup to handle calls from skiing, golf watching, rabbit keeping, Economise reading photo-bloggers. Contact Centres are typically arranged around simple transactions, like a home broadband help desk, a charity donation line, a utility payment centre, etc. For this reason, contact centres tend to avoid individualisation and concentrate on very simple segmentation of customers, usually on one dimension, for example, value. So, "select" customer (those that spend at the highest level) get one level of service and the great unwashed get another (inferior) level of service. This is easy to enable, simple to communicate and operationally, easy to manage, however is a short-sighted approach, if not actually fully wrong-headed.


These days a boadband provider is rarely just a broadband provider (likely they provide phone service and perhaps mobile communications too), a charity is rarely about just fundraising (issue promotion and member get member, spring to mind) and utilities are rarely just utilities (infrastructureless organisations offering gas, electric and other services such as extended boiler warranty, home care, etc). This is the era of the multi-faceted brand, of service extenstion and massive cross sell. So, is the same tone of voice to all consumers still looking like such a good idea?


Of course, going too far the other way leads to operational inneficiency, you can't have a team setup just to offer a great service to golf-loving, Economist reading, rabbit-keeping photo-bloggers, just in case one should call. You might wait a long time. Still, there is value in looking at improved segmentation and tailoring service and offers more closely to the real issues people care about. For example, as hard as EDF Energy try, I really can't get excited about Gas and Electricty offers that involve Nectar points (the combined loyalty scheme with diverse members such as Sainsbury's, BP, etc) however, perhaps if they spoke to me about something that I am interested in, relating their meat and two veg product to something that I care about, might that make a difference?


Segmentation works in two ways. For service and for targeting



  • Managing data across channels

  • Profiling schemes, MOSAIC, etc

  • Heat Maps

  • RCV, CLTV, Scarcity Allocation Models

  • Managing massive customisation



Chapter 19: New Distribution Models



  • Asset Digitisation

  • Centralising or Dispersal of Assets?

  • UGC/Web2.0/Social Networking - What does it mean for Contact Centres?

  • RSS feeds and podcasts & blogs - What happens when advisors self-publish?



Copyright 2007, Robert A Innes