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Professional Services
Overview
Gaurav Rai
Director, Professional Services
© 2011, HyperQuality Inc.

Apr 2011
Confidential

0
About Professional Services
About Professional Services
Professional Services team at HyperQualityTM facilitates enterprise-wide deployment of
Process Improvement initiatives using various quality frameworks. The team consists of highly
qualified professionals including ASQ black belts, ASQ CMQ/OE and certified PMPs

Our

Methodologies

Our
Customer Experience
Management
• Multivariate data analysis to
identify the key drivers of CSAT
• Identify QA form attributes
corresponding to key drivers

© 2011, HyperQuality Inc.

Products

Contact Center
Performance Improvement

Benchmarking
• Analysis of Key-Drivers
affecting ROI
• Performance Comparison to
best-in-class attributes already
identified

• AHT Reduction
• Sales Advancement
• Retention Advancement
• Process Standardization

Confidential

Process MRI
• Periodic Detailed Vendor /
Site Performance Analysis
• Identify Low hanging fruit
to score quick wins

1
HQ Professional Services Team
Director – PS

Gaurav Rai

Nitin Jaitly

Speech Analytics

CSSBB – ASQ, PMP B-Tech
,

Amanbir Singh

Shailendra

Process Engineering
© 2011, HyperQuality Inc.

Confidential

Managers – PS
CSSBB – ASQ, PMP

Asst. Manager – PS
CSSBB – ASQ (Trained), PMP

Analysts – PS
Green Belts

2
PS Service Offerings
Customer Experience Management Services
1

QA Elements to capture
Customer Experience

2

Customer Experience
Survey Design

Development of an evaluation (QA) form through
survey data and call analytics
Development of customer experience survey through
design, pilot testing supported by data analytics

Benchmarking

4

Process MRI

Ongoing engagement with clients to identify
& work on various improvement opportunities

© 2011, HyperQuality Inc.

Confidential

Others

3

Understanding of client’s performance in
comparison to other organizations across and
within the industry

3
PS Service Offerings
Contact Center Performance Management Services

1

Average Handle Time
(AHT) Reduction

Through call and data analytics, HQ helps their client to
significantly reduce their transaction / call handle
duration

2

Sales Effectiveness
Improvement

Through call and data analytics, HQ helps their client to
significantly improve their sales effectiveness

3

Process Standardization
(BPMS)

Development of process documentation, Metrics
identification and reporting through dashboards

4

First Contact Resolution
(FCR) Improvement

Through call and data analytics, HQ helps their client to
significantly improve their first contact resolution

5

Collections
Improvement

© 2011, HyperQuality Inc.

Through speech analytics and six sigma framework driven
approach, HQ targets significant improvement in collections

Confidential

4
About PS @ HyperQuality
Products / Services

Industry Type

Description

Impact

Customer Experience
Management System

Telecom, Technology, QA form alignment to
CSAT drivers
Finance

Average Handle Time
Reduction

Retail, Travel

Reduce call handle
time

12% reduction in handle
time

Retention Model

Retail, Telecom

Improve Customer
retention

Statistically significant
improvement

Process Standardization QA function deployment

Insurance

Setup of quality
function

Streamlined process,
reduced manual hours,
less errors

First Call Resolution
Improvement

Finance

Increase the first call
resolution

Improvement by One
Sigma level

Sales Effectiveness
Improvement

Retail

Increase the sales
conversion rate

Statistically significant
improvement

© 2011, HyperQuality Inc.

Confidential

CSAT – QA scores within
+ 5%

5
Customer Experience
Management

© 2011, HyperQuality Inc.

Confidential

6
Customer Experience Management
Evaluation (QA) form to capture Customer experience
Input

Process

CSAT Data

Key Driver
Analysis

Output
NEW QA Form

Call
Analysis

Existing
QA Form
•
•
•
•
•

Multivariate Analysis
Interdependence Model
Dependence Model
Relative Importance Study
Call Listening

Through the structured methodology, you get a QA Form that is aligned to
the CSAT score
© 2011, HyperQuality Inc.

Confidential

7
Customer Experience Management
Evaluation (QA) form to capture Customer experience – Key Driver Analysis
Key Drivers

Satisfaction with:

(Independent Variables)

Attribute 1

Attribute 2

Overall CSAT

Attribute 3

(Dependent Variable)

Attribute 4
Attribute 5
Attribute N

CSAT Survey Questions

Multivariate
Analysis
© 2011, HyperQuality Inc.

“Importance”
Inter dependence
Model
Confidential

Dependence
Model

Relative
Importance
Study

8
Customer Experience Management
Evaluation (QA) form to capture Customer experience – Call Analysis

Identified Key
Drivers
Attribute x

Call Analysis
Call Listening

Attribute y
Attribute z

Call Analytics

Attributes
for New
QA Form

Attribute n

Post Call Analysis, the new QA Form is aligned with the overall CSAT

© 2011, HyperQuality Inc.

Confidential

9
A 60 Billion dollar credit card and loan
provider company wanted to know if the
parameters used to measure the agent
performance
through
the
quality
assurance (QA) form were really capable
of sensing their customer‟s overall
satisfaction levels on the brand and
quality of service.

After the successful testing, the new QA form was then applied this to a
larger sample and found to improve the overall customer experience by 24% in just a quarter
100%

85%

88%

83%

75%

Mean = 83%

83%

86%

80%

87%

After

85%

85%

84%

84%

90%
86%

87%
86%

84%

85%

87%

82%

Before

86%

Mean = 85.2%

95%

Mean = 86.8%

87%

87%

83%

88%

85%

• Identification of the factors which drive the
overall customer experience through the HQ’s
home grown tool called ‘Key Driver Analysis – KDA’
• Check whether the attributes used to measure
call quality are aligned to gage the customer
satisfaction as well
• Analyze a sample of calls to modify the attributes
of existing quality assurance (QA) form

84%

RESULTS

APPROACH

OBJECTIVE

Case Study – QA & CSAT Alignment

70%

82%

65%

81%

81%

80%

60%

QA Data

79%

Month 4

Month 6

C-Sat Data

55%

Month 5

50%

78%
Month 1

Month 2

© 2011, HyperQuality Inc.

Month 3

Month 4

Month 5

Month 6

Confidential

Week Week Week Week Week Week Week Week Week Week Week Week
1
2
3
4
5
6
7
8
9
10
11
12

10
Contact Center
Management System

1. Process Standardization (BPMS)
2. Sales Effectiveness Improvement
3. Handle Time (AHT) Reduction

© 2011, HyperQuality Inc.

4. First Contact Resolution (FCR
Improvement
5. Collections Improvement

Confidential

11
Process Standardization (BPMS)

The BPMS project would follow a phased approach, hence it has broken down into
various phases

1
Process Discovery
Workshop

2

During the workshop, HQ team would identify (in discussion
with the client) all the processes, falling under the purview
of BPMS project, in the form of Process Architecture

Nomination of
Business Processes

Client to pick 3-5 processes on which the rest of the project
phases would be executed

3

© 2011, HyperQuality Inc.

Process
Mapping

4

Process Risk
Identification

Confidential

5

KPI
Identification

6

Performance
Dashboards

12
Process Standardization (BPMS)
Process Discovery Workshop, Process Architecture
Mapping of AS-IS Processes
Process Risk Identification (Using FMEA tool)
Mapping of TO-BE Processes
Key Performance Indicator / Metric Identification
Performance Reporting / Publish Dashboards

© 2011, HyperQuality Inc.

Confidential

13
Sales Effectiveness Improvement

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

© 2011, HyperQuality Inc.

Definition of Need to Improve Sales Effectiveness

Validate Sales Performance Measurement

Determine Key Factors Impacting Sales

Recommendations to Improve Sales Performance

Report Controlled Improvement

Confidential

14
Sales Model Summary
DEFINE

MEASURE

ANALYZE

IMPROVE

CONROL

Definition of Need
to Improve Sales
Effectiveness

Validate Sales
Performance
Measurement

Determine Key
Factors Impacting
Sales

Recommendations
to Improve Sales
Performance

Report Controlled
Improvement

How effective is
my Sales Process?

How are my Sales
Performance
being measured?

Factors potentially
impacting Sales
performance

Recommended
Actions to address
Key Factors affecting
the Sales

Control Charts to
show consistent
improvement in
Sales Performance

How much
improvement do
I want?

Confirm / Validate
the usability of
available data

Capture Data:
Existing Data + Call
Listening

Execute Pilot on
the finalized
Recommendations

Handover of
Project
Documentation

Map the Sales
Processes at High
Level

Create the data
collection plan, if
available data is
not usable

Key Driver Analysis:

Measure the
revised Sales
Effectiveness (Pilot
Performance)

© 2011, HyperQuality Inc.

• Rebuttal Analysis
• Agent Behavior
Analysis
• Script Analysis
• Hypothesis Testing

Confidential

15
Average Handle Time Reduction

Identify Top
Contributors to AHT

Detailed Process
Mapping

Best Process
Identification

Implement New
Process Map

Action Plan

Value Stream
Analysis

© 2011, HyperQuality Inc.

Confidential

16
FCR (First Contact Resolution) Improvement
First level
Understand and
Standardize FCR
calculation
methodology
across all Business
Units

Calculation of FCR
at Issue Type level
for each Business
Unit

Second level

Third level
Factor 1

Factors identification
exercise using “Fish
Bone Diagram”

Factor 2

Prioritization of
factors using FMEA
(Failure Modes and
Effect Analysis)

Factor N

.
.

List of Top
reasons

Data analytics to
validate the
reasons

Translate the improvement
on the validated reasons to
increase the First Call
Resolution

• Comparative analysis
through statistical tests to
get the significant factors
• Variation analysis – within
and across

© 2011, HyperQuality Inc.

Through brainstorming
with the vendors and
control impact analysis

Confidential

17
Collections Improvement Model

Outbound (Dialer)

1
2
3
4
.
.
N

Inbound

Calls

1
2
3
4
.
.
N

Payment Ladder
• Full Payment

Not connected
to customer

1

• Financial
Profile
• Holding
Payment
or (No
payment /
Dispute)

Connected to
correct agent
Call
transferred
to correct
agent

Promise
Kept

• Installment
• Settlement

Connected to
customer

© 2011, HyperQuality Inc.

Promise to Pay

2

Promise
to Pay

No
Payment

Promise
NOT kept

4
3

HQ focuses 4 major improvement areas
Confidential

18
Collections Improvement – Solution
HQ Solution

1

HQ targets the improvement of „Contact Rate‟ (based on time of day, risk assignment,
penetration rate of calling list, agent resource availability etc.) by analyzing the lists and
providing suggestions

2

HQ executes the call analytics to understand the major drivers for call (inbound) transfers
and helps maximizing the contacts with the right customer service representatives

3, 4

HQ applies the call evaluation and speech analytics to ensure the thorough coverage of
calls (both outbound and inbound) to understand the agent behaviors to maximize:
• Conversion of settlements / no payments to full payments
• Ensuring high hit ration of „promise to pay‟
• Taps the trends of promised against forecasted collection through data analytics

Additional Improvements
Through monitoring that is custom tailored to the business need, HQ helps in identification of key
strengths and areas of opportunities for the customer service agents leading to better understanding
of agent skill sets in order to maintain a balance of the inbound calls and outbound collections calling
HQ also helps improving the call routing based on Criteria to handle the calls (e.g. types of calls,
levels of delinquency, debtor risk score, debtor contact record etc.) to give priority to calls
© 2011, HyperQuality Inc.

Confidential

19

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Hyperquality India Pvt Ltd-Professional services offerings

  • 1. Professional Services Overview Gaurav Rai Director, Professional Services © 2011, HyperQuality Inc. Apr 2011 Confidential 0
  • 2. About Professional Services About Professional Services Professional Services team at HyperQualityTM facilitates enterprise-wide deployment of Process Improvement initiatives using various quality frameworks. The team consists of highly qualified professionals including ASQ black belts, ASQ CMQ/OE and certified PMPs Our Methodologies Our Customer Experience Management • Multivariate data analysis to identify the key drivers of CSAT • Identify QA form attributes corresponding to key drivers © 2011, HyperQuality Inc. Products Contact Center Performance Improvement Benchmarking • Analysis of Key-Drivers affecting ROI • Performance Comparison to best-in-class attributes already identified • AHT Reduction • Sales Advancement • Retention Advancement • Process Standardization Confidential Process MRI • Periodic Detailed Vendor / Site Performance Analysis • Identify Low hanging fruit to score quick wins 1
  • 3. HQ Professional Services Team Director – PS Gaurav Rai Nitin Jaitly Speech Analytics CSSBB – ASQ, PMP B-Tech , Amanbir Singh Shailendra Process Engineering © 2011, HyperQuality Inc. Confidential Managers – PS CSSBB – ASQ, PMP Asst. Manager – PS CSSBB – ASQ (Trained), PMP Analysts – PS Green Belts 2
  • 4. PS Service Offerings Customer Experience Management Services 1 QA Elements to capture Customer Experience 2 Customer Experience Survey Design Development of an evaluation (QA) form through survey data and call analytics Development of customer experience survey through design, pilot testing supported by data analytics Benchmarking 4 Process MRI Ongoing engagement with clients to identify & work on various improvement opportunities © 2011, HyperQuality Inc. Confidential Others 3 Understanding of client’s performance in comparison to other organizations across and within the industry 3
  • 5. PS Service Offerings Contact Center Performance Management Services 1 Average Handle Time (AHT) Reduction Through call and data analytics, HQ helps their client to significantly reduce their transaction / call handle duration 2 Sales Effectiveness Improvement Through call and data analytics, HQ helps their client to significantly improve their sales effectiveness 3 Process Standardization (BPMS) Development of process documentation, Metrics identification and reporting through dashboards 4 First Contact Resolution (FCR) Improvement Through call and data analytics, HQ helps their client to significantly improve their first contact resolution 5 Collections Improvement © 2011, HyperQuality Inc. Through speech analytics and six sigma framework driven approach, HQ targets significant improvement in collections Confidential 4
  • 6. About PS @ HyperQuality Products / Services Industry Type Description Impact Customer Experience Management System Telecom, Technology, QA form alignment to CSAT drivers Finance Average Handle Time Reduction Retail, Travel Reduce call handle time 12% reduction in handle time Retention Model Retail, Telecom Improve Customer retention Statistically significant improvement Process Standardization QA function deployment Insurance Setup of quality function Streamlined process, reduced manual hours, less errors First Call Resolution Improvement Finance Increase the first call resolution Improvement by One Sigma level Sales Effectiveness Improvement Retail Increase the sales conversion rate Statistically significant improvement © 2011, HyperQuality Inc. Confidential CSAT – QA scores within + 5% 5
  • 7. Customer Experience Management © 2011, HyperQuality Inc. Confidential 6
  • 8. Customer Experience Management Evaluation (QA) form to capture Customer experience Input Process CSAT Data Key Driver Analysis Output NEW QA Form Call Analysis Existing QA Form • • • • • Multivariate Analysis Interdependence Model Dependence Model Relative Importance Study Call Listening Through the structured methodology, you get a QA Form that is aligned to the CSAT score © 2011, HyperQuality Inc. Confidential 7
  • 9. Customer Experience Management Evaluation (QA) form to capture Customer experience – Key Driver Analysis Key Drivers Satisfaction with: (Independent Variables) Attribute 1 Attribute 2 Overall CSAT Attribute 3 (Dependent Variable) Attribute 4 Attribute 5 Attribute N CSAT Survey Questions Multivariate Analysis © 2011, HyperQuality Inc. “Importance” Inter dependence Model Confidential Dependence Model Relative Importance Study 8
  • 10. Customer Experience Management Evaluation (QA) form to capture Customer experience – Call Analysis Identified Key Drivers Attribute x Call Analysis Call Listening Attribute y Attribute z Call Analytics Attributes for New QA Form Attribute n Post Call Analysis, the new QA Form is aligned with the overall CSAT © 2011, HyperQuality Inc. Confidential 9
  • 11. A 60 Billion dollar credit card and loan provider company wanted to know if the parameters used to measure the agent performance through the quality assurance (QA) form were really capable of sensing their customer‟s overall satisfaction levels on the brand and quality of service. After the successful testing, the new QA form was then applied this to a larger sample and found to improve the overall customer experience by 24% in just a quarter 100% 85% 88% 83% 75% Mean = 83% 83% 86% 80% 87% After 85% 85% 84% 84% 90% 86% 87% 86% 84% 85% 87% 82% Before 86% Mean = 85.2% 95% Mean = 86.8% 87% 87% 83% 88% 85% • Identification of the factors which drive the overall customer experience through the HQ’s home grown tool called ‘Key Driver Analysis – KDA’ • Check whether the attributes used to measure call quality are aligned to gage the customer satisfaction as well • Analyze a sample of calls to modify the attributes of existing quality assurance (QA) form 84% RESULTS APPROACH OBJECTIVE Case Study – QA & CSAT Alignment 70% 82% 65% 81% 81% 80% 60% QA Data 79% Month 4 Month 6 C-Sat Data 55% Month 5 50% 78% Month 1 Month 2 © 2011, HyperQuality Inc. Month 3 Month 4 Month 5 Month 6 Confidential Week Week Week Week Week Week Week Week Week Week Week Week 1 2 3 4 5 6 7 8 9 10 11 12 10
  • 12. Contact Center Management System 1. Process Standardization (BPMS) 2. Sales Effectiveness Improvement 3. Handle Time (AHT) Reduction © 2011, HyperQuality Inc. 4. First Contact Resolution (FCR Improvement 5. Collections Improvement Confidential 11
  • 13. Process Standardization (BPMS) The BPMS project would follow a phased approach, hence it has broken down into various phases 1 Process Discovery Workshop 2 During the workshop, HQ team would identify (in discussion with the client) all the processes, falling under the purview of BPMS project, in the form of Process Architecture Nomination of Business Processes Client to pick 3-5 processes on which the rest of the project phases would be executed 3 © 2011, HyperQuality Inc. Process Mapping 4 Process Risk Identification Confidential 5 KPI Identification 6 Performance Dashboards 12
  • 14. Process Standardization (BPMS) Process Discovery Workshop, Process Architecture Mapping of AS-IS Processes Process Risk Identification (Using FMEA tool) Mapping of TO-BE Processes Key Performance Indicator / Metric Identification Performance Reporting / Publish Dashboards © 2011, HyperQuality Inc. Confidential 13
  • 15. Sales Effectiveness Improvement DEFINE MEASURE ANALYZE IMPROVE CONTROL © 2011, HyperQuality Inc. Definition of Need to Improve Sales Effectiveness Validate Sales Performance Measurement Determine Key Factors Impacting Sales Recommendations to Improve Sales Performance Report Controlled Improvement Confidential 14
  • 16. Sales Model Summary DEFINE MEASURE ANALYZE IMPROVE CONROL Definition of Need to Improve Sales Effectiveness Validate Sales Performance Measurement Determine Key Factors Impacting Sales Recommendations to Improve Sales Performance Report Controlled Improvement How effective is my Sales Process? How are my Sales Performance being measured? Factors potentially impacting Sales performance Recommended Actions to address Key Factors affecting the Sales Control Charts to show consistent improvement in Sales Performance How much improvement do I want? Confirm / Validate the usability of available data Capture Data: Existing Data + Call Listening Execute Pilot on the finalized Recommendations Handover of Project Documentation Map the Sales Processes at High Level Create the data collection plan, if available data is not usable Key Driver Analysis: Measure the revised Sales Effectiveness (Pilot Performance) © 2011, HyperQuality Inc. • Rebuttal Analysis • Agent Behavior Analysis • Script Analysis • Hypothesis Testing Confidential 15
  • 17. Average Handle Time Reduction Identify Top Contributors to AHT Detailed Process Mapping Best Process Identification Implement New Process Map Action Plan Value Stream Analysis © 2011, HyperQuality Inc. Confidential 16
  • 18. FCR (First Contact Resolution) Improvement First level Understand and Standardize FCR calculation methodology across all Business Units Calculation of FCR at Issue Type level for each Business Unit Second level Third level Factor 1 Factors identification exercise using “Fish Bone Diagram” Factor 2 Prioritization of factors using FMEA (Failure Modes and Effect Analysis) Factor N . . List of Top reasons Data analytics to validate the reasons Translate the improvement on the validated reasons to increase the First Call Resolution • Comparative analysis through statistical tests to get the significant factors • Variation analysis – within and across © 2011, HyperQuality Inc. Through brainstorming with the vendors and control impact analysis Confidential 17
  • 19. Collections Improvement Model Outbound (Dialer) 1 2 3 4 . . N Inbound Calls 1 2 3 4 . . N Payment Ladder • Full Payment Not connected to customer 1 • Financial Profile • Holding Payment or (No payment / Dispute) Connected to correct agent Call transferred to correct agent Promise Kept • Installment • Settlement Connected to customer © 2011, HyperQuality Inc. Promise to Pay 2 Promise to Pay No Payment Promise NOT kept 4 3 HQ focuses 4 major improvement areas Confidential 18
  • 20. Collections Improvement – Solution HQ Solution 1 HQ targets the improvement of „Contact Rate‟ (based on time of day, risk assignment, penetration rate of calling list, agent resource availability etc.) by analyzing the lists and providing suggestions 2 HQ executes the call analytics to understand the major drivers for call (inbound) transfers and helps maximizing the contacts with the right customer service representatives 3, 4 HQ applies the call evaluation and speech analytics to ensure the thorough coverage of calls (both outbound and inbound) to understand the agent behaviors to maximize: • Conversion of settlements / no payments to full payments • Ensuring high hit ration of „promise to pay‟ • Taps the trends of promised against forecasted collection through data analytics Additional Improvements Through monitoring that is custom tailored to the business need, HQ helps in identification of key strengths and areas of opportunities for the customer service agents leading to better understanding of agent skill sets in order to maintain a balance of the inbound calls and outbound collections calling HQ also helps improving the call routing based on Criteria to handle the calls (e.g. types of calls, levels of delinquency, debtor risk score, debtor contact record etc.) to give priority to calls © 2011, HyperQuality Inc. Confidential 19

Notes de l'éditeur

  1. UK, Rai and Vivek to introduce themselves
  2. UK, Rai and Vivek to introduce themselves