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From Boot Camp to Teamwork:
       How to Create a Positive and
       Profitable Call Center Culture
                                09-08-11




                                       1
Agenda

 Introductions
 Positive and Profitable Call Center Culture
 Operationalizing Culture Improvements
 Questions and Answers




                                               2
Today’s Presenters

           David L. Butler, Ph.D.
            Director and Associate Professor, The Call Center
             Research Laboratory, The University of Southern
             Mississippi

            Executive Director, The National Association of Call
             Centers - a not-for-profit membership organization

            Author of Bottom-Line Call Center Management




                                                              3
Today’s Presenters Continued

           Matt McConnell
            CEO, Knowlagent




            Knowlagent at a Glance
               Call center agent productivity solution
               Founded in 1995
               300,000+ agents in 17 countries using Knowlagent
               SaaS




                                                             4
Quality of the Customer Experience

    The Attitude of Agents                                                            26%

    The Ability of Agents to Understand the Issue                          23%

    Queue Lengths                                                20%

    The Ability of Agents to Resolve Issues at the First         20%
    Attempt
    Agent Knowledge          8%
    Consistency of                                    Based on #1 choice ONLY
    Information
                     2%

  Agent performance is vital to the customer experience
  and customer satisfaction
                                                    Source: Ventana Research CEM Benchmark Research



                                                                             5
By the Numbers




                 6
The Nature of the Beast

  Call center created to deal with customers more efficiently
   Volume
   Lower cost resources
   Metrics critical

  Easily leads to a command and control environment
Response Defines Culture

  Pressures remain the same
  How you respond to them defines your culture
  A tale of two centers
Know Thy Agents




                  9
Know Thy Agents Continued

         Do you find your work challenging?



                              No
                             24%


                  Yes
                  76%




                                              10
A Tale of Two Call Centers


                    Same city
                Same labor area
                 500 seats each
              Similar working hours
              Similar benefit plans




                                      11
A Tale of Two Call Centers Continued



            Pays $2 more an hour more
             Turnover rate 3% vs. 90%
            Waiting list to join company
                 Negative culture




                                           12
Volume

 Can’t
 Change varying volume


 Can
  Make sure agents are prepared
  Break up the day with different tasks, alleviate boredom and burnout
  Change measurement focus
Resources

 Can’t
 Change demographics of labor pool


 Can
  Give a career path
  Change management approach
  Invest in skills
Metrics

  Can’t
  Stop measuring


  Can
   Balance productivity and performance
   Focus on metrics that matter most to customers (which empower agents
    and drive behavior)

   Empower agents with information, not punish. Drive improvement while
    investing in skills
The Payoff




               Source: Metric Net

CONFIDENTIAL   16
Agent Training/Coaching*



       29% provide as much
       training as they target:
                                                               73% say service
                                                               level agreements don’t
                                                               allow enough time for
                                                               training

            Coaching:                      37% have no set target for amount of
            coaching time


Source: Ventana Research Call Center Agent Productivity Poll

                                                                                 17
Wait Time: Five Weeks of Really Bad, Boring
Vacation
 Wait time = Five weeks; 2 minutes at a time.

                                                               Secondary Loss
  24 x 2 minute breaks/ day               12%                  (off-phone work)
                                                               Primary Loss
 120 x 2 minute breaks/ week              17%                  (Absenteeism,
                                                               vacations, etc.)
 480 x 2 minute breaks/ month                                  Wait Time
                                          11%
5,760 x 2 minute breaks/ year

                                                               Call Handle time

                                          60%

Costs our industry $30 billion/year

                                                Source: 2010 Contact Center Shrinkage Survey

                                        Category 1
Agents have 17 hours of Idle Time Every Month


Contact center
agents spend 11%       Break


of their day
unproductively         Lunch         50 minutes of
                                     unproductive
waiting for the next                 wait time
customer               Break

interaction
Wait Time: Five Weeks of Really Bad, Boring
Vacation
Wait time = Five weeks; 2 minutes at a time.

                                                              Secondary Loss
                                         12%                  (off-phone work)
                                                              Primary Loss
             Active Wait                 17%                  (Absenteeism, vacations
                                                              , etc.)
                                         11%                  Wait Time



                                                              Call Handle time

                                         60%



                                               Source: 2010 Contact Center Shrinkage Survey

                                       Category 1
Find time by Converting Idle Wait Time into
Active Wait time
 Leverage technology to
 redistribute the idle
 time and create 15-20
 minute activity                       20 minutes of
 sessions                              “Active Wait”
 Use these dynamically    Lunch        time
 scheduled sessions to                 +
 improve                               30 minutes of
                          Break
 skills, communicate                   unproductive
 must reads, coach                     wait time
 agents
Time Invested for Improvements
    Industry Average Composition of Secondary Loss


                                                 21%   Training


                                                 17%   Coaching


Secondary Loss               12%                 16%   Team Meetings
   Primary Loss              17%
                                                 11%   Projects
        Wait time            11%
                                                 9%    Paperwork
Call Handle time                                 9%    Call Research / Follow-up
                             60%
                                                       17% - Email, Call Back,
                                                       Knowledgebase, Etc.

                        Category 1
  Source: 2010 Contact Center Shrinkage Survey
Structured Activity Queues Drive the Right
Work at the Right Time
Occupancy

  100%

  95%

  90%
                                          1) Urgent Must Reads

  85%                                      2) Social Learning
                                              3) Coaching
  80%
                                             4) QM Review
  75%

  70%



   Personalized based on agent need, prioritized based
        on business objectives

                                                         23
Customer Satisfaction
Getting First Call Resolution Done

Major U.S. Telecommunications Company


Using Knowlagent to deliver more
training, coaching, and communications to over
45,000 agents

Increased Delivery
“Delivered more training time to a site in 5 days using
RightTime than was delivered over 1 month when
manually scheduling time”

Improved Take Rate
“71.7% take rate for RightTime
vs. 59.4% take rate for pre-scheduled breaks”
Operationalizing Culture Improvements

  Volume: Make idle time work for you and your agents

  Resources: Find time to make them better

  Metrics: Guide your improvements, prioritize off-phone
  activities
Q&As and Contact Information



  David L. Butler, Ph.D.
  601-266-4735
  david.butler@usm.edu




  Matt McConnell
  678-365-3500
  matt.mcconnell@knowlagent.com




                                  26

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How to Create a Positive Call Center Culture Through Training, Coaching and Active Wait Time

  • 1. From Boot Camp to Teamwork: How to Create a Positive and Profitable Call Center Culture 09-08-11 1
  • 2. Agenda Introductions Positive and Profitable Call Center Culture Operationalizing Culture Improvements Questions and Answers 2
  • 3. Today’s Presenters David L. Butler, Ph.D.  Director and Associate Professor, The Call Center Research Laboratory, The University of Southern Mississippi  Executive Director, The National Association of Call Centers - a not-for-profit membership organization  Author of Bottom-Line Call Center Management 3
  • 4. Today’s Presenters Continued Matt McConnell  CEO, Knowlagent Knowlagent at a Glance  Call center agent productivity solution  Founded in 1995  300,000+ agents in 17 countries using Knowlagent  SaaS 4
  • 5. Quality of the Customer Experience The Attitude of Agents 26% The Ability of Agents to Understand the Issue 23% Queue Lengths 20% The Ability of Agents to Resolve Issues at the First 20% Attempt Agent Knowledge 8% Consistency of Based on #1 choice ONLY Information 2% Agent performance is vital to the customer experience and customer satisfaction Source: Ventana Research CEM Benchmark Research 5
  • 7. The Nature of the Beast Call center created to deal with customers more efficiently  Volume  Lower cost resources  Metrics critical Easily leads to a command and control environment
  • 8. Response Defines Culture Pressures remain the same How you respond to them defines your culture A tale of two centers
  • 10. Know Thy Agents Continued Do you find your work challenging? No 24% Yes 76% 10
  • 11. A Tale of Two Call Centers Same city Same labor area 500 seats each Similar working hours Similar benefit plans 11
  • 12. A Tale of Two Call Centers Continued Pays $2 more an hour more Turnover rate 3% vs. 90% Waiting list to join company Negative culture 12
  • 13. Volume Can’t Change varying volume Can  Make sure agents are prepared  Break up the day with different tasks, alleviate boredom and burnout  Change measurement focus
  • 14. Resources Can’t Change demographics of labor pool Can  Give a career path  Change management approach  Invest in skills
  • 15. Metrics Can’t Stop measuring Can  Balance productivity and performance  Focus on metrics that matter most to customers (which empower agents and drive behavior)  Empower agents with information, not punish. Drive improvement while investing in skills
  • 16. The Payoff Source: Metric Net CONFIDENTIAL 16
  • 17. Agent Training/Coaching* 29% provide as much training as they target: 73% say service level agreements don’t allow enough time for training Coaching: 37% have no set target for amount of coaching time Source: Ventana Research Call Center Agent Productivity Poll 17
  • 18. Wait Time: Five Weeks of Really Bad, Boring Vacation Wait time = Five weeks; 2 minutes at a time. Secondary Loss 24 x 2 minute breaks/ day 12% (off-phone work) Primary Loss 120 x 2 minute breaks/ week 17% (Absenteeism, vacations, etc.) 480 x 2 minute breaks/ month Wait Time 11% 5,760 x 2 minute breaks/ year Call Handle time 60% Costs our industry $30 billion/year Source: 2010 Contact Center Shrinkage Survey Category 1
  • 19. Agents have 17 hours of Idle Time Every Month Contact center agents spend 11% Break of their day unproductively Lunch 50 minutes of unproductive waiting for the next wait time customer Break interaction
  • 20. Wait Time: Five Weeks of Really Bad, Boring Vacation Wait time = Five weeks; 2 minutes at a time. Secondary Loss 12% (off-phone work) Primary Loss Active Wait 17% (Absenteeism, vacations , etc.) 11% Wait Time Call Handle time 60% Source: 2010 Contact Center Shrinkage Survey Category 1
  • 21. Find time by Converting Idle Wait Time into Active Wait time Leverage technology to redistribute the idle time and create 15-20 minute activity 20 minutes of sessions “Active Wait” Use these dynamically Lunch time scheduled sessions to + improve 30 minutes of Break skills, communicate unproductive must reads, coach wait time agents
  • 22. Time Invested for Improvements Industry Average Composition of Secondary Loss 21% Training 17% Coaching Secondary Loss 12% 16% Team Meetings Primary Loss 17% 11% Projects Wait time 11% 9% Paperwork Call Handle time 9% Call Research / Follow-up 60% 17% - Email, Call Back, Knowledgebase, Etc. Category 1 Source: 2010 Contact Center Shrinkage Survey
  • 23. Structured Activity Queues Drive the Right Work at the Right Time Occupancy 100% 95% 90% 1) Urgent Must Reads 85% 2) Social Learning 3) Coaching 80% 4) QM Review 75% 70%  Personalized based on agent need, prioritized based on business objectives 23
  • 24. Customer Satisfaction Getting First Call Resolution Done Major U.S. Telecommunications Company Using Knowlagent to deliver more training, coaching, and communications to over 45,000 agents Increased Delivery “Delivered more training time to a site in 5 days using RightTime than was delivered over 1 month when manually scheduling time” Improved Take Rate “71.7% take rate for RightTime vs. 59.4% take rate for pre-scheduled breaks”
  • 25. Operationalizing Culture Improvements Volume: Make idle time work for you and your agents Resources: Find time to make them better Metrics: Guide your improvements, prioritize off-phone activities
  • 26. Q&As and Contact Information David L. Butler, Ph.D. 601-266-4735 david.butler@usm.edu Matt McConnell 678-365-3500 matt.mcconnell@knowlagent.com 26

Notes de l'éditeur

  1. Matt to discuss
  2. Matt to introduce David.
  3. Matt to introduce himself
  4. Discuss how to improve the customer experience, stressing importance of agent performance and discussing details of benchmark research that indicates this.
  5. Average new training cost per call center agent is $5000.Average annual turnover rate in call centers is 33%.This means that in a 100 seat center, a loss of $165,000 per year alone in people leaving.This does not include the cost of a bad reputation in terms of future hires, diminished labor pool, and the cost of keeping the existing agents.These agents that leave, many go and work for your local competition. You have just subsidized your competition with your $5000 training.Positive culture=lower turnover. Lower turnover means more experienced agents, fewer hires, more advanced training for existing agents, and less subsidy from you to your competition. In short, more profit.Turnover, has been, and continues to be, the number one problem facing the call center industry-even during the recession.Turnover is a problem because it absorbs a huge amount of resources that could otherwise go to other functions in the call center.Number one reason people leave a call center-bad management (an aspect of culture).POLL #1: MattWhat is the biggest driver for a positive culture:Customer satisfactionCost reduction
  6. Culture within a call center is critical.All call centers have a culture-the question is which type? One that is positive or one that is negative?It takes effort to create a positive culture.Once a positive culture is established, it can become self-replicating over time.A strong positive culture in a call center saves money both short term and long term.
  7. Poll #2: MattTrue or False: Call Center Agents have a clearly defined career path within my organization.True False
  8. Both call center operations are in the same city.Both draw from the same labor area of the city.Both are national brands that attract workers.Both are larger call centers with over 500 seats each.Both have similar working hours.Both have similar benefit plansCall Center A pays $2.00 an hour more than Call Center B.Call Center A has an annual turnover rate of 90%.Call Center B has an annual turnover rate of 3%.Call Center A cannot hire enough people to keep the center going with a turnover rate of 90%. Call Center B has a waiting list of 2 years to join the company.This is the cost of a negative culture.POLL #3: MattDo you measure agent satisfaction?YesNoPlan toDon’t plan to
  9. Take or make the time to make sure agents are knowledgeableBreak up the day with different tasks, alleviate boredom and burnout (note attention span and engagement) Don’t just measure volume-based metrics
  10. Productivity and performance or efficiency and effectiveness. Understand the trade-offs and where the biggest benefits to the company are.Give agents visibility into the metrics and aligned goals. Use the information available to drive improvements in behavior and give the agents accountability for that.POLL #4: MattWhich metric listed below has a higher priority within your call center?FCRAHTCustomer Satisfaction
  11. Matt to discuss. That same survey gave us some insight on some of the struggles call centers have with trying to increase performance around their top goals.
  12. Matt to discuss
  13. Matt to discussTransition slide – explain call center environment, management held to meet service levels and other key metrics, improvement initiatives not met due to lack of timeVentana Research stat: Only 29% achieve coaching and training targets, mostly (73%) because their service level agreements don’t allow for enough time
  14. Matt to discuss
  15. Matt to discussTransition slide – explain call center environment, management held to meet service levels and other key metrics, improvement initiatives not met due to lack of timeVentana Research stat: Only 29% achieve coaching and training targets, mostly (73%) because their service level agreements don’t allow for enough time
  16. Matt to discuss
  17. Matt: discuss finding time by moving shrinkage to wait time
  18. Matt to discuss
  19. Matt to ask questions, David to answer.