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Outsourcing & Contact Center
       Consultancy

               By : Dialogue Partners
Dialogue Partner’s
          Service Offerings
The service offerings can be broadly categorized into the
following



                            Strategic Advisory Services




                            Consulting Services


 2                        Service Offerings   February 23, 2011
Strategic Advisory Services –
            Third Party Contact Center
Background: Contact centers have evolved over the years to become a strategic corporate resource. A
significant percentage of all customer interactions, including sales, customer service and technical support
occur in this dynamic environment. For many organizations, the contact center is actually leveraged to
become a competitive “differentiator.”


       As an Independent consultant the objective is to help clients define and execute strategy,
        develop the best solutions and processes possible, and to educate about potential pitfalls. It is,
        however, essential to carry out a detailed feasibility study in order to ensure business value, to
        mitigate business risks and eliminate business failures.

   The key parameters for a feasibility study are as under:

         Identify the Business objectives for Outsourcing
         Assessment of countries / locations for BPO operations
         Assess the pilot customer
         Assess the Business Potential beyond the target customer
         Financial Assessment – Cost Benefit Analysis



    3                                              Service Offerings           February 23, 2011
Strategic Advisory Services –
        Captive / Shared Service Center
       We understand that outsourcing is not for everyone.; therefore a consulting program has been developed
        that examines existing in-house call center environments to determine if outsourcing is applicable in any
        form.


       Alignment of call center processes with corporate goals, resulting in improved customer retention, staff
        optimization, and cost efficiencies. This includes the design, development, and implementation of
        organization structure, selection, compensation/reward systems, QA, staff utilization and training.


       Our outsourcing analysis considers many potential options including:


             Full outsourcing
             Selective transactions
             Peak/seasonal traffic
             Outbound campaigns
             Web-based support
             Night/Evening Shifts
             Blended solutions
            The next slide represents Lifecycle of Strategic Advisory Services; both – Captive / Shared Services
            and Third Party Outsourcing Services.
    4                                                Service Offerings                 February 23, 2011
Phase – I Evaluate                          Phase – II Implement                                     Phase – III Evolve

                                                                                                               Service
                                                                                                               Agreement
Research                                Design                                          Transition
                                        •       Processes & Service Levels
                                                                                                               Management
•   Identify need & interest
                                        •       Technology
•   Investigate Options
•   Stakeholder Assessment
                                        •       Organization     Captive                                       Continuous
                                        Build                                   •        Knowledge             Improvement
                                                                / Shared
                                        •       Facilities       Services                Transfers
                                        •       Technology                      •        Service
Feasibility                             •       Policies & Procedures                    Management            Governance
                                                                                •        Technology
•   Assess options                      Service Agreement                                                      Model
                                                                                         Acceptance
•   Analyse the “Current Status”        •       Service Management
                                                                                •        People Transfer
•   Define Operating Models             •       Changing Structure
•   Define Commercial Models
                                                                                                               Service
                                            Design                                                             Agreement
Strategy                                    •    Processes & Service                    Transition
                                                                                                               Management
                                                 Levels
•   Confirm Scope & Operating               •    Systems Outsourcing                •     Knowledge
    Model                                   •    Organization                                                  Continuous
                                                                                          Transfers
•   Define “Current Status”                                                                                    Improvement
•   Confirm Commercial Model
                                            Supplier Selection                      •     Service
                                            •    RFP Development                          Management
•   Outline Business Case
                                            •    Evaluation & Selection             •     Technology
                                            Negotiate Contract                            Acceptance           Governance
                                            •    Due Diligence                      •     People Transfer      Model
                                            •    Contract Award

Program
                         Governance         Project Management               Change Management               Quality Assurance
Management
                                Strategic Advisory Services – LIFE CYCLE
Consulting Services – Contact
Center
       Contact center consolidation for multi-site and branch operation optimization


       Transforming from “as is” to ”to be” business requirements


       Creating a Business Case - ROI’s, potential scenarios, migration strategy, planning,
        implementation, testing, and roll-out for both physical and virtual customer contact
        consolidation.


       Business Process Re-engineering (or BPR) - Key call center end-to-end processes,
        including backend fulfillment


       BPR includes documenting the “as is” as well as the “to be” customer contact
        requirements and redesigning processes to improve first call resolution and increase
        efficiency.

    6                                     Service Offerings          February 23, 2011
Consulting Services for Contact
Center Environment



                                                Technology
                        Performance                                   Workforce
    Operational                                   Design,
                        Health Check                                  Management
    Excellence                                  Selection &
                             Up                                         Review
                                                   Setup



               Contact                                    Build Operate
                                   Contact
               Center                                      and Transfer
                                 Center Design
             Consolidation                                Model (BOT)




7                                 Service Offerings           February 23, 2011
Consulting Services – Horizontal
Offerings

    BPO Market Development

       HR Outsourcing

       Banking Services

       Insurance Services

    Key Vendor Assessment

8                    Service Offerings   February 23, 2011
Key Geographies

       INDIA

       MENA – MIDDLE EAST & NORTH AFRICA (Emerging
        Markets)




    9               Key Geographies & Markets / Segments to be Tapped   February 23, 2011
Key Verticals
     Industry Verticals                           Proposed Services
            Retail              •   Contact Center Services – Sales, Customer Care,
                                    Helpdesk, Warranty, Collections, Surveys,
                                •   Loyalty Program Management
                                •   Human Resources Outsourcing
          Services              •   IT Services
                                •   Human Resources Outsourcing
                                •   Contact Center Services
       Travel & Leisure         •   Bookings and Reservations
                                •   Contact Center Services including Sales Support,
                                •   Loyalty Program Management
           Banking              •   Captive Center Consulting
                                •   Operational Excellence
                                •   Technology Consultation




10                        Key Geographies & Markets / Segments to be Tapped   February 23, 2011
Key Verticals


          Industry Verticals                        Proposed Services
                Telecom                 •   Captive Center Consulting
                                        •   Health Check
                                        •   Benchmarking
               Insurance                •   New Business Development
                                        •   Claims Management
                                        •   Collections
                                        •   Recruitment Process Outsourcing
              Government                •   Captive Contact Center Solution
             (Public Sector)            •   BOT Model




11                         Key Geographies & Markets / Segments to be Tapped   February 23, 2011
Outsourcing Consultancy Services Guide

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Outsourcing Consultancy Services Guide

  • 1. Outsourcing & Contact Center Consultancy By : Dialogue Partners
  • 2. Dialogue Partner’s Service Offerings The service offerings can be broadly categorized into the following  Strategic Advisory Services  Consulting Services 2 Service Offerings February 23, 2011
  • 3. Strategic Advisory Services – Third Party Contact Center Background: Contact centers have evolved over the years to become a strategic corporate resource. A significant percentage of all customer interactions, including sales, customer service and technical support occur in this dynamic environment. For many organizations, the contact center is actually leveraged to become a competitive “differentiator.”  As an Independent consultant the objective is to help clients define and execute strategy, develop the best solutions and processes possible, and to educate about potential pitfalls. It is, however, essential to carry out a detailed feasibility study in order to ensure business value, to mitigate business risks and eliminate business failures.  The key parameters for a feasibility study are as under:  Identify the Business objectives for Outsourcing  Assessment of countries / locations for BPO operations  Assess the pilot customer  Assess the Business Potential beyond the target customer  Financial Assessment – Cost Benefit Analysis 3 Service Offerings February 23, 2011
  • 4. Strategic Advisory Services – Captive / Shared Service Center  We understand that outsourcing is not for everyone.; therefore a consulting program has been developed that examines existing in-house call center environments to determine if outsourcing is applicable in any form.  Alignment of call center processes with corporate goals, resulting in improved customer retention, staff optimization, and cost efficiencies. This includes the design, development, and implementation of organization structure, selection, compensation/reward systems, QA, staff utilization and training.  Our outsourcing analysis considers many potential options including:  Full outsourcing  Selective transactions  Peak/seasonal traffic  Outbound campaigns  Web-based support  Night/Evening Shifts  Blended solutions The next slide represents Lifecycle of Strategic Advisory Services; both – Captive / Shared Services and Third Party Outsourcing Services. 4 Service Offerings February 23, 2011
  • 5. Phase – I Evaluate Phase – II Implement Phase – III Evolve Service Agreement Research Design Transition • Processes & Service Levels Management • Identify need & interest • Technology • Investigate Options • Stakeholder Assessment • Organization Captive Continuous Build • Knowledge Improvement / Shared • Facilities Services Transfers • Technology • Service Feasibility • Policies & Procedures Management Governance • Technology • Assess options Service Agreement Model Acceptance • Analyse the “Current Status” • Service Management • People Transfer • Define Operating Models • Changing Structure • Define Commercial Models Service Design Agreement Strategy • Processes & Service Transition Management Levels • Confirm Scope & Operating • Systems Outsourcing • Knowledge Model • Organization Continuous Transfers • Define “Current Status” Improvement • Confirm Commercial Model Supplier Selection • Service • RFP Development Management • Outline Business Case • Evaluation & Selection • Technology Negotiate Contract Acceptance Governance • Due Diligence • People Transfer Model • Contract Award Program Governance Project Management Change Management Quality Assurance Management Strategic Advisory Services – LIFE CYCLE
  • 6. Consulting Services – Contact Center  Contact center consolidation for multi-site and branch operation optimization  Transforming from “as is” to ”to be” business requirements  Creating a Business Case - ROI’s, potential scenarios, migration strategy, planning, implementation, testing, and roll-out for both physical and virtual customer contact consolidation.  Business Process Re-engineering (or BPR) - Key call center end-to-end processes, including backend fulfillment  BPR includes documenting the “as is” as well as the “to be” customer contact requirements and redesigning processes to improve first call resolution and increase efficiency. 6 Service Offerings February 23, 2011
  • 7. Consulting Services for Contact Center Environment Technology Performance Workforce Operational Design, Health Check Management Excellence Selection & Up Review Setup Contact Build Operate Contact Center and Transfer Center Design Consolidation Model (BOT) 7 Service Offerings February 23, 2011
  • 8. Consulting Services – Horizontal Offerings BPO Market Development HR Outsourcing Banking Services Insurance Services Key Vendor Assessment 8 Service Offerings February 23, 2011
  • 9. Key Geographies  INDIA  MENA – MIDDLE EAST & NORTH AFRICA (Emerging Markets) 9 Key Geographies & Markets / Segments to be Tapped February 23, 2011
  • 10. Key Verticals Industry Verticals Proposed Services Retail • Contact Center Services – Sales, Customer Care, Helpdesk, Warranty, Collections, Surveys, • Loyalty Program Management • Human Resources Outsourcing Services • IT Services • Human Resources Outsourcing • Contact Center Services Travel & Leisure • Bookings and Reservations • Contact Center Services including Sales Support, • Loyalty Program Management Banking • Captive Center Consulting • Operational Excellence • Technology Consultation 10 Key Geographies & Markets / Segments to be Tapped February 23, 2011
  • 11. Key Verticals Industry Verticals Proposed Services Telecom • Captive Center Consulting • Health Check • Benchmarking Insurance • New Business Development • Claims Management • Collections • Recruitment Process Outsourcing Government • Captive Contact Center Solution (Public Sector) • BOT Model 11 Key Geographies & Markets / Segments to be Tapped February 23, 2011