Presentation of Etech’s president, Matt Rocco, on implementing a successful quality monitoring program at 30th annual IARE conference in San Diego, CA.
IARE - International Association of Reservation Executives
1. MATT ROCCO, PRESIDENT / COO
JIM IYOOB, EVP – CUSTOMER EXPERIENCE
ETECH GLOBAL SERVICES
IMPLEMENTING A SUCCESSFUL
QUALITY MONITORING
PROGRAM
2. World Class Quality Monitoring Program
1. Contact Center Challenges
2. How a Effective Quality Monitoring Program can Help Ease
your Pain
3. What is Quality Monitoring in a Contact Center
4. Quality Monitoring verse Quality Assurance
5. Best Practices of Quality Monitoring Program
6. Quality Monitoring & Business Intelligence
7. Benefits of Using a Third Party
8. Case Study Results of Implementing a Quality Monitoring
Program
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3. Contact Center Challenges
• The contact center is the “face” of your company
• Bad contact center experiences annoy and frustrate your
customers, and spread quickly
• Agent staffing is a growing cost to your business
• Tracking and monitoring agent behavior is difficult to
manage… there is a cost (but also a ROI)
• Front line supervisors have a direct impact on quality and
satisfaction of your customers, yet many do not embrace this
opportunity
• Agent attrition is a direct cost to your business due to
retraining and impact on customer experience
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4. Quality Monitoring Can Ease Your Pain!
• Provide you insight into contact center interactions with your
customer
• Alert you of unsatisfactory customer contacts with
recommendations for improvement
• Assurance of corporate governance
• Identify and quantify “coachable” issues
• Distribute daily quality reports to ensure agents are
progressing in quality and performance rather than turning
them over
• Calibrate with front line supervisors to make sure there is
consistency in coaching
• “Close the Loop” on coaching opportunities to provide follow
up and track improvement
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9. Quality Monitoring & Business Intelligence
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An effective method to ensure customer satisfaction involves
integrating call monitoring and business intelligence (BI)
analytics. An effective & integrated call monitoring /BI process
enables a company to collect, record, sort and analyze data to
assist in various decision making processes.
BI data that is gathered by companies through tracked &
monitored calls can be used to guide marketing strategies &
priorities. For instance, the information collected on specified
demographic groups, average caller age and frequently asked
questions can all help in determining marketing priorities.
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Portfolio
Client is an online subscription fashion retailer
Offers personalized shopping experience
Consists of a portfolio of online subscription service brands
The Member (Customer) Experience
Technology Change – Focus on Online Transaction
Member challenges (Matching specifications with choice, place of delivery, after sales support etc.)
Etech Global Services – The Monitoring Solution Provider
Challenges: Member retention; expansion of member base
Solutions:
Third party unbiased insights into transactions
Actionable data with specific recommendations
Alerts for quick fix
Trusted partnership to improve results
Leading Fashion Retailer
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QA Academy for client FCs (New Hires) to provide detailed feedback of their performance
before the FCs go live
Recommendations to improve service level, modification to, or introduction of business
strategies
MSAT Round Table: QA team actively participates in the deliberations to improve Member
Satisfaction Experience
Escalations sent on daily basis to highlight the opportunities with the trends captured during
the audits
Auto Failures are sent immediately to distribution group to address in real time
Deep Dive Analytical Studies on Retention, Saves, Cancellations to identify trends and create
resolution
Weekly analysis of brand performance, location performance, and agent performance
Best Practices at Work
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Dip stick analysis to check implementation of coaching inputs and feedback – linked to the
desired end results
QA administered DAPs (Development Action Plans) for repeat offenders
Establishing correlation of QA scores with campaign results
Training (TNA/TNI) Studies and recommendations – monitoring post training performance
trend
Fixing Accountability at different levels. Accountability Audit (Inputs for Rewards v/s
Impacts)
Agent/QA Score Cards – linked to benefits or impacts
Closed Loop Control Process
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Unrelenting schedules of calibration sessions to ensure:
Client expectations and understanding of QA team are in full alignment
Updates are shared and understood by each party
Calibration variance (if any) are measured and monitored for improvement
Best Practices shared
5%
4% 3%
5%
4%
3%
Benchmark, 5%
0%
1%
2%
3%
4%
5%
6%
WK 6/22 WK 6/29 WK 7/6 WK 7/13 WK 7/20 WK 7/27
Calibration Variance Trending
Variance Benchmark
Calibration Sessions
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First Hand Recommendations that work
Deep dive into transaction attributes (Calls/Chats/Emails)
Modify Audit Form (focusing on MSAT), followed by series of reviews to fine
tune it
Intensive Calibration sessions to understand and scrutinize information essential
for client to improve and deliver results
Monitoring Services Provided - Highlights
Capturing, analyzing, and delivering feedback, drilled down at center level, team
level and agent level
Dip Stick analysis to ensure closed loop of feedback to improve MSAT
Provide trends on top opportunities to monitor effective dissemination of
coaching inputs to Fashion Consultants
Daily summaries & Weekly Decks to client management for high level over view
Etech – Client Collaboration
18. Confidential 18Etech Global Services
Top Opportunities
in April’15
Drop in factors
affecting MSAT-
July’ 15
Etech QA team shared FC level, team level and center level opportunities with Six
Sigma approach to overcome hurdles & improve member satisfaction
Analyzed Reasons & Improvement Trend
19. Confidential Etech Global Services 19
Success Story
MSAT scores improved which directly resulted in improvement in retention of
existing members
Cancellation & Save Attempt Summary
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www.etechgs.com
Jim Iyoob, EVP
Etech Global Services
936.371.2640
Jim.Iyoob@etechgs.com
@jiyoob
Matt Rocco, President & COO
Etech Global Services
936.559.2239
Matt.Rocco@etechgs.com
@mroccoetech
Etech provides detailed feedback for the performance of each of the newly hired Fashion Consultants (Agents) which makes them ready for joining the main team.
High level accurate recommendations to improve service level and introduction of thoroughly analyzed business strategies
Active participation in Member Satisfaction (MSAT) Round Table Conferences on daily basis to improve the Member Experience
QA Escalations sent on daily basis highlighting the major opportunities and trends captured during the regular audits which directly impact the performance of the Fashion Consultants
QA Alerts/Auto Failure emails are sent out in real time to respective groups which highlight the most important opportunities captured in a particular audit
Dip Stick Analysis on Retention Efforts, Save Attempts, and Cancellations of JustFab Memberships to identify trends and success ratios of Retention Policies
Week by week analysis of performance of Fashion Consultants based on Brand and Location
Control Process is closed loop and includes the following features:
Dip stick analysis is done to check implementation of the available coaching inputs and feedback which is directly linked to the desired outcome
Repeat Offenders from the QA team undergo actionable Development Action Plans leading them to achieving specifically designed targets
Establishing direct correlation of QA scores with campaign results
Conducting Training Studies and Test Phase studies to provide specific accurate recommendations leading to a hike in the overall performance of Fashion Consultants
QA Scorecards and Agent Coaching Forms designed to capture the impacts on Members and JustFab
Weekly Calibration Sessions to ensure that JustFab and QA team are in full alignment and updates are completely understood by everyone involved. Also, emphasis is put on measuring and monitoring Calibration Variance as a best practice.
Etech has been constantly proving its expertise in Calibration sessions. The above graph depicts that Etech’s variance has been below the benchmark figure of 5% during the past many weeks
All the three modes of customer interactions (Chat, Email, & Voice) are closely monitored in audit forms which are fine tuned and re-aligned at regular intervals to focus on improving the MSAT
Etech has been capturing, analyzing, and providing specific feedback drilled down at Center Level, Team Level, and Agent Level. Also, Etech thrives to provide weekly top opportunities for effective dissemination of coaching inputs by delivering daily summaries and weekly decks to JustFab Management for necessary action
As shown in the graphs, Etech implemented Six Sigma approach to overcome hurdles & improve Member Satisfaction by sharing FC level, Team level, and Center level opportunities. Graphs depict a considerable drop in opportunities affecting the MSAT in a period of over 3 months.
The collaboration of Etech and JustFab has resulted in a considerable increase in the Save rate (Apr ‘15 to Jul ‘15) as shown in the graph which has been in benefit of improving the overall MSAT