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Creating Awe-Inspiring
Customer and
Associate Experiences
Michael Pace
Executive Summary
 Awe-Inspiring Experiences are delivered through strong foundations and pillars of
service strategy excellence
 Goals and strategies are supported by key foundational steps
 Articulated and Internalized Culture
 Best Talent
 (Right) Technology
 Process Management
 Data Insights
 The strong foundation enables the service strategy to propel the experience
 Quality of experience
 Cost/Scale/Flexibility
 People
 Well Managed Environment
Awe-Inspiring Experiences begin with a strong foundation and pillars
of strategy excellence
Awe-Inspiring Experiences
Quality
Cost/Scale/
Flex
People
WellManaged
Data Insights
Process Management
Technology
Best Talent
Articulated & Internalized Culture
Strong Foundations
 Articulated & Internalized Culture
 Best Talent
 (Right) Technology
 Process Management
 Data Insights
Articulated & Internalized Culture
 The single most important
foundational step
 Clearly articulated, visible, and
available culture and values
 Discussed frequently and
incorporated into performance
management
 Allows individuals to exercise
responsible freedom
 Attitude is not driven by policies,
it’s driven by culture
Taken during excursion while speaking in China
Best Talent
 “Make sure get the right people on
the bus, then figure out where to go”
– Good to Great
 Acquiring, developing, and rewarding
top talent
 Bring in diversity of culture and
thought
 Create an engaging learning
environment
 Let feedback be your ticket to grow
(personally and business-wise)
My superhero
(Right) Technology
 Leverage technology to work smarter, more
efficiently, and create scale
 Solve for customer touch points in addition to
business needs – find the win/win
 Spur collaboration
 Think redundancy and disaster recovery is
always possible
 Technology is a tool, not the objective
I’m a bit of a nerd, and very fine with that
Process Management
 Use process to provide direction to
empower others to do great things
 Reduce micromanagement
 Aligns organization and mitigates those
good intentions that lack vision
 Governance and discipline keeps the
organization well managed
 Keeps the department Lean
 Gaps become clear
Like my risotto, too much process gums it up
Data Insights
Percentage of Chart that Resembles Pac-Man
Resembles Pac-Man
Does Not Resemble Pac-Man
Child of the 80’s
 It’s all about the insight that leads to action
 Use an information based strategy to make
decisions
 Provide objective views on what happened, is
happening, and provides confidence in the
future
 Avoid analysis paralysis and make data
accessible to the masses
 Big or small data, quantitative or qualitative
– collection and categorization is critical
Pillars of Service Strategy Excellence
Quality of Experience
Cost / Scale / Flexibility
People
Well Managed Environment
Quality of Experience
Best quality cake I ever ordered – courtesy of The Icing on the Cake (Newton, MA)
 Customer Centric Metrics
 NPS
 C-Sat (Customer Satisfaction)
 Incident / transaction surveys
 Internal quality monitoring
 First Contact Resolution
 ASA/Abandon rates/Service Levels
Cost / Scale / Flexibility
Scale makes all the difference
 Cost / Customer or % of Revenue
 Cost per channel
 Total budget to forecast
 % of customers contacting
 Dispositioning %’s
 Calls/emails/chats/social per productive
hour
 Workforce and agent utilization
 Volume forecasts
People
A round cycle slide because it is a presentation
 Associate morale
 Associate engagement
 FTE attrition
 FTE transfers and promotions
 Staff to forecast staff
Well Managed
We all have a lot of balls in the air. It’s important to know which are rubber or glass
 Project portfolio management
 Dashboard discipline
 Business continuity / Disaster
Recovery readiness
 Governance in place (roles and
responsibilities)
 Transparency
Awe-Inspiring Experiences begins AND ENDS with a strong foundation
and pillars of strategy excellence
Awe-Inspiring Experiences
Quality
Cost/Scale/
Flex
People
WellManaged
Data Insights
Process Management
Technology
Best Talent
Articulated & Internalized Culture
Contact Information
Michael Pace
Customer Support & Community Management Executive
Principal of The Pace of Service, LLC (Consultancy)
Twitter: @micpace
LinkedIn & Google+
Blog: http://thepaceofservice.com/
Text SOCSERVICE to 22828 for Mailing List
Slideshare:http://www.slideshare.net/mpace101

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Creating Awe Inspiring Customer and Associate Experiences

  • 2. Executive Summary  Awe-Inspiring Experiences are delivered through strong foundations and pillars of service strategy excellence  Goals and strategies are supported by key foundational steps  Articulated and Internalized Culture  Best Talent  (Right) Technology  Process Management  Data Insights  The strong foundation enables the service strategy to propel the experience  Quality of experience  Cost/Scale/Flexibility  People  Well Managed Environment
  • 3. Awe-Inspiring Experiences begin with a strong foundation and pillars of strategy excellence Awe-Inspiring Experiences Quality Cost/Scale/ Flex People WellManaged Data Insights Process Management Technology Best Talent Articulated & Internalized Culture
  • 4. Strong Foundations  Articulated & Internalized Culture  Best Talent  (Right) Technology  Process Management  Data Insights
  • 5. Articulated & Internalized Culture  The single most important foundational step  Clearly articulated, visible, and available culture and values  Discussed frequently and incorporated into performance management  Allows individuals to exercise responsible freedom  Attitude is not driven by policies, it’s driven by culture Taken during excursion while speaking in China
  • 6. Best Talent  “Make sure get the right people on the bus, then figure out where to go” – Good to Great  Acquiring, developing, and rewarding top talent  Bring in diversity of culture and thought  Create an engaging learning environment  Let feedback be your ticket to grow (personally and business-wise) My superhero
  • 7. (Right) Technology  Leverage technology to work smarter, more efficiently, and create scale  Solve for customer touch points in addition to business needs – find the win/win  Spur collaboration  Think redundancy and disaster recovery is always possible  Technology is a tool, not the objective I’m a bit of a nerd, and very fine with that
  • 8. Process Management  Use process to provide direction to empower others to do great things  Reduce micromanagement  Aligns organization and mitigates those good intentions that lack vision  Governance and discipline keeps the organization well managed  Keeps the department Lean  Gaps become clear Like my risotto, too much process gums it up
  • 9. Data Insights Percentage of Chart that Resembles Pac-Man Resembles Pac-Man Does Not Resemble Pac-Man Child of the 80’s  It’s all about the insight that leads to action  Use an information based strategy to make decisions  Provide objective views on what happened, is happening, and provides confidence in the future  Avoid analysis paralysis and make data accessible to the masses  Big or small data, quantitative or qualitative – collection and categorization is critical
  • 10. Pillars of Service Strategy Excellence Quality of Experience Cost / Scale / Flexibility People Well Managed Environment
  • 11. Quality of Experience Best quality cake I ever ordered – courtesy of The Icing on the Cake (Newton, MA)  Customer Centric Metrics  NPS  C-Sat (Customer Satisfaction)  Incident / transaction surveys  Internal quality monitoring  First Contact Resolution  ASA/Abandon rates/Service Levels
  • 12. Cost / Scale / Flexibility Scale makes all the difference  Cost / Customer or % of Revenue  Cost per channel  Total budget to forecast  % of customers contacting  Dispositioning %’s  Calls/emails/chats/social per productive hour  Workforce and agent utilization  Volume forecasts
  • 13. People A round cycle slide because it is a presentation  Associate morale  Associate engagement  FTE attrition  FTE transfers and promotions  Staff to forecast staff
  • 14. Well Managed We all have a lot of balls in the air. It’s important to know which are rubber or glass  Project portfolio management  Dashboard discipline  Business continuity / Disaster Recovery readiness  Governance in place (roles and responsibilities)  Transparency
  • 15. Awe-Inspiring Experiences begins AND ENDS with a strong foundation and pillars of strategy excellence Awe-Inspiring Experiences Quality Cost/Scale/ Flex People WellManaged Data Insights Process Management Technology Best Talent Articulated & Internalized Culture
  • 16. Contact Information Michael Pace Customer Support & Community Management Executive Principal of The Pace of Service, LLC (Consultancy) Twitter: @micpace LinkedIn & Google+ Blog: http://thepaceofservice.com/ Text SOCSERVICE to 22828 for Mailing List Slideshare:http://www.slideshare.net/mpace101