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Performance Management Methodology 
     
Contact centers are a strong environment 
                                                                              
for data‐driven management: rich in 
under used data and under‐tracked                                             
processes especially compared with 
functions like finance or manufacturing.                                      
Often, data exists but it is costly to                                        
access, organize and put in proper 
context because it lives in dozens of                                         
different stores and silos. And often, vital 
                                                                              
components of the center go under 
measured due to data living in paper or in                                    
binders. As a result, many centers favor 
those management metrics that are the                                         
easiest to get to, rather than those that 
                                                                              
correlate highly with profitability and 
customer loyalty.                                                             
Like the Oakland A’s and other baseball                                       
teams before Money ball, many contact 
centers use time honored measures but                                         
miss the opportunity to truly redefine and 
improve performance. Cost reduction is a            PERFORMANCE MANAGEMENT 
strong argument for data‐driven 
                                                      Getting the most out of your contact centre 
management in today’s call center. With 
wide disparities in employee productivity                        Prepared by: Rahul Sethi 
and quality even at the best‐managed                                  June, 6, 2011. 
sites – where top agents often 
outperform laggards by a 3‐to‐1 ratio –                                           
improvements in performance metrics 
can fall straight to the bottom line. And 
the same is true of improvements in the 
variability of supervisor performance and 
other roles. 

During the few last years, many CC’s have 
begun emulating the A’s methods to 
transform their organizations to better 
compete. Given the large financial 
opportunity for operational savings and 
customer loyalty impact in the contact 
center, it’s likely that as performance 
management proves itself in this 
environment, the same competitive ripple 
effect will take place. 

                                                                                                         
Performance Management Methodology 
       

      Performance Management: Tools that Drive Action, Not Just Reports 
      Contact centers are constantly seeking ways to improve the quality of customer interactions without 
      increasing costs. And, a big part of that is looking at the effectiveness of customer contact and 
      operational processes, as well as agent performance and how that is contributing to customer 
      satisfaction. Delivering relevant and timely performance measurements across people and technologies 
      has been an ongoing challenge for contact center managers. But, performance management 
      applications address this issue by allowing managers to continuously monitor, measure, and improve 
      contact center business processes. And, by providing scorecards and analysis that keep contact center 
      employees focused on the organization’s key performance indicators (KPIs), performance management 
      drives improvements across sales, collections, and customer service processes to help companies realize 
      cross‐functional alignment with strategic goals. 

                                    
          Five Best Practices for Operational Performance 
                            Management                                   We all sit on a fantastic 
                                                                      amount of information that 
              Stop problems in their tracks to make the most of 
              your resources                                           doesn’t make its way to the 
              Identify which of your agents are customer‐facing        rest of the organization. If 
              stars…and which of  them require a little guidance      we succeed in both providing 
              Proactively solve problems instead of solving the 
                                                                      and proving value to the rest 
              same problem over and over 
              When a problem occurs, document what actions             of the organization we will 
              were taken — and how successful they were                  receive more attention, 
              Business conditions change. Be prepared to change       increased budgets and start 
              with them 
                                                                       a positive performing cycle 
       
The flexible and scalable Performance Management 
         
Dashboard Solution from BusinessIntelligenze 
addresses both historical reporting and real time 
        
information management throughout your 
        
organization, giving you unparalleled visibility into 
mission‐critical data and high‐level business 
        
intelligence. That level of visibility is key to delivering 
                                          
great customer experiences with more consistency and 
efficiency than ever before. With BusinessIntelligenze, 
you can enact best practices that provide real benefits 
for your customers — and a clear competitive 
advantage for you 
                                                                                                                  

                     
Performan
                                                                                                        nce Managem
                                                                                                                  ment Method
                                                                                                                            dology 
                 

                  Does y
                       your perform
                                  mance mana
                                           agement pro
                                                     ocess addres
                                                                ss these areas?




                                                                                                                                        

                                           JumboAnaly
                                           J        ysis™ Perform
                                                                mance Management Sc
                                                                                  corecards 
JumboAnal  lysis™ Performance Managem   ment Methodo    ology is designe
                                                                       ed to allow orgganizations to more effective ely engage the entire workforce. 
The solution  
            n can aggregaate data from ddifferent systeems found in co ontact centerss and back‐offi ice operations into KPIs withh context.  
                 
          boAnalysis™ Pe
Using Jumb                erformance Ma anagement Sco   orecards can pprovide a varietty of benefits. The solution helps introduce e objectivity int
                                                                                                                                                   to 
data by presenting perfor
                         rmance data as s metrics that aagents and managers can eas   sily monitor eaach day. This caan help foster greater agent 
            of performance while enablin
ownership o                             ng managers to focus on areas and employ     yees that need attention. It can also facilita
                                                                                                                                  ate exploration n to 
the root cau  
           use of issues and provide visi
                                        ibility into perf
                                                        formance across the organiza  ation. The soluution offers a closed‐loop system for develo  oping 
key perform
          mance indicato ors that are meaningful to you ur business. It can also help y
                                                                                      you clarify staf
                                                                                                     ffing requireme ents and enhan nce agent 
                 
performanc ce and training
                         g programs. 
                                                                                    Define T
                                                                                           Targets (Min/Max) on KCRP Me
                                                                                                                      etrics & provide Weightage:
   Your Age  
           ents Productivityy looks like this:‐ 
                 
                 
                 
                 
                 
                 
                 
                                                   You can add unlimited K KPI’s, Metrics an
                                                                                           nd associate a range target or Fixxed target. Oncee you have 
                                                          d the targets, it’s
                                                   assigned                 s time to set up Weight age of eeach metric in KCCRP or KSP proce ess. In case 
                                                   you change your performance criteria p   periodically, you can easily “set”
                                                                                                                             ” status of any m
                                                                                                                                             metrics .  
                 
                 
   Booste  ers ‐ Nothing   g is left now  
                                           w:                                
   Booster  
           rs provide Weig ghtage gains to  o 
                 
   those who are new to processes & 
   their sco  
           ores are not ex xpected to 
   match u  
           up to targets from Day1. Even    n 
   for those whom you have given 
   tempora ary jobs & so th
                          hey are not on
                                       n 
   floor as much they nee ed to be. 

   This help
           ps reduce efforts for manual                                                                                                        
   incentiv
          ve calculation u
                         ultimately 
   Senior M
          Management h   has all that is 
   needed to get Incentivves loaded. You  u 
           up Boosters pe
   can set u             eriodically.  



                                   

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Performance management 1.1

  • 1. Performance Management Methodology    Contact centers are a strong environment    for data‐driven management: rich in  under used data and under‐tracked    processes especially compared with  functions like finance or manufacturing.    Often, data exists but it is costly to    access, organize and put in proper  context because it lives in dozens of    different stores and silos. And often, vital    components of the center go under  measured due to data living in paper or in    binders. As a result, many centers favor  those management metrics that are the    easiest to get to, rather than those that    correlate highly with profitability and  customer loyalty.     Like the Oakland A’s and other baseball    teams before Money ball, many contact  centers use time honored measures but    miss the opportunity to truly redefine and  improve performance. Cost reduction is a  PERFORMANCE MANAGEMENT  strong argument for data‐driven  Getting the most out of your contact centre  management in today’s call center. With  wide disparities in employee productivity  Prepared by: Rahul Sethi  and quality even at the best‐managed  June, 6, 2011.  sites – where top agents often  outperform laggards by a 3‐to‐1 ratio –      improvements in performance metrics  can fall straight to the bottom line. And  the same is true of improvements in the  variability of supervisor performance and  other roles.  During the few last years, many CC’s have  begun emulating the A’s methods to  transform their organizations to better  compete. Given the large financial  opportunity for operational savings and  customer loyalty impact in the contact  center, it’s likely that as performance  management proves itself in this  environment, the same competitive ripple  effect will take place.     
  • 2. Performance Management Methodology    Performance Management: Tools that Drive Action, Not Just Reports  Contact centers are constantly seeking ways to improve the quality of customer interactions without  increasing costs. And, a big part of that is looking at the effectiveness of customer contact and  operational processes, as well as agent performance and how that is contributing to customer  satisfaction. Delivering relevant and timely performance measurements across people and technologies  has been an ongoing challenge for contact center managers. But, performance management  applications address this issue by allowing managers to continuously monitor, measure, and improve  contact center business processes. And, by providing scorecards and analysis that keep contact center  employees focused on the organization’s key performance indicators (KPIs), performance management  drives improvements across sales, collections, and customer service processes to help companies realize  cross‐functional alignment with strategic goals.    Five Best Practices for Operational Performance  Management  We all sit on a fantastic  amount of information that  Stop problems in their tracks to make the most of  your resources  doesn’t make its way to the  Identify which of your agents are customer‐facing  rest of the organization. If  stars…and which of  them require a little guidance  we succeed in both providing  Proactively solve problems instead of solving the  and proving value to the rest  same problem over and over  When a problem occurs, document what actions  of the organization we will  were taken — and how successful they were  receive more attention,  Business conditions change. Be prepared to change  increased budgets and start  with them  a positive performing cycle    The flexible and scalable Performance Management     Dashboard Solution from BusinessIntelligenze  addresses both historical reporting and real time    information management throughout your    organization, giving you unparalleled visibility into  mission‐critical data and high‐level business    intelligence. That level of visibility is key to delivering      great customer experiences with more consistency and  efficiency than ever before. With BusinessIntelligenze,  you can enact best practices that provide real benefits  for your customers — and a clear competitive  advantage for you     
  • 3. Performan nce Managem ment Method dology      Does y your perform mance mana agement pro ocess addres ss these areas?   JumboAnaly J ysis™ Perform mance Management Sc corecards  JumboAnal  lysis™ Performance Managem ment Methodo ology is designe ed to allow orgganizations to more effective ely engage the entire workforce.  The solution   n can aggregaate data from ddifferent systeems found in co ontact centerss and back‐offi ice operations into KPIs withh context.       boAnalysis™ Pe Using Jumb   erformance Ma anagement Sco orecards can pprovide a varietty of benefits. The solution helps introduce e objectivity int to  data by presenting perfor   rmance data as s metrics that aagents and managers can eas sily monitor eaach day. This caan help foster greater agent  of performance while enablin ownership o   ng managers to focus on areas and employ yees that need attention. It can also facilita ate exploration n to  the root cau   use of issues and provide visi ibility into perf formance across the organiza ation. The soluution offers a closed‐loop system for develo oping  key perform mance indicato ors that are meaningful to you ur business. It can also help y you clarify staf ffing requireme ents and enhan nce agent    performanc ce and training g programs.    Define T Targets (Min/Max) on KCRP Me etrics & provide Weightage: Your Age   ents Productivityy looks like this:‐                  You can add unlimited K KPI’s, Metrics an nd associate a range target or Fixxed target. Oncee you have    d the targets, it’s assigned s time to set up Weight age of eeach metric in KCCRP or KSP proce ess. In case    you change your performance criteria p periodically, you can easily “set” ” status of any m metrics .       Booste  ers ‐ Nothing   g is left now     w:       Booster   rs provide Weig ghtage gains to o    those who are new to processes &  their sco   ores are not ex xpected to  match u   up to targets from Day1. Even n  for those whom you have given  tempora ary jobs & so th hey are not on n  floor as much they nee ed to be.  This help ps reduce efforts for manual    incentiv ve calculation u ultimately  Senior M Management h has all that is  needed to get Incentivves loaded. You u  up Boosters pe can set u eriodically.