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Research Report
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                                                                                      CONTENTS
ABOUT GOVLOOP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
FORWARD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
EXECUTIVE SUMMARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
SUMMARY OF ONLINE SURVEY FINDINGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
CORE FINDING: GOVERNMENT IS CHALLENGED TO IDENTIFY CUSTOMERS . . . . . . . .11
     Tactic: Develop Strategies to Identify Your Customer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
     Tactic: Use Multiple Channels to Reach Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
CORE FINDING: CHALLENGES EXIST IN USING CUSTOMER SERVICE DATA . . . . . . . . . . . . . . . . .14
     Tactic: Consolidate Data Silos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
     Tactic: Identify Metrics that are Performance Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
     Tactic: Develop Customer Service Standards and Metrics for Agency . . . . . . . . . . . . . . . . . . . . . . . . . 15
CORE FINDING: CULTURAL HURDLES REMAIN FOR IMPROVING CUSTOMER SERVICE . . . . . . 16
     Tactic: Find a Champion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
     Tactic: Work on Identifying Business Case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
     Tactic: Learn to Navigate Organizational Culture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
     Tactic: Be Transparent and Open to Critical Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
CORE FINDING: TECHNOLOGY ENABLES IMPROVED CUSTOMER SERVICE DELIVERY . . . .18
     Tactic: Implement, Train, and Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
     Tactic: Use Collaborative Technology to Share Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
     Tactic: Use Technology to Improve Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
CORE FINDING: IDENTIFY AND REPLICATE BEST PRACTICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
     Best Practice: Design With the Customer In Mind . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
     Best Practice: View Customer Service in Context of the Mission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
     Best Practice: Share Resources Across the Agency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
     Best Practice: Tie Customer Service to Open Government . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
     Best Practice: Consider Lessons Learned from the Private Sector . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
IN FOCUS: NEW YORK CITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
GOVLOOP RESOURCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
ABOUT ORACLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
ACKNOWLEDGEMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
ABOUT THE AUTHOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30




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A RESEARCH REPORT FROM GOVLOOP AND ORACLE




2
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                          ABOUT GOVLOOP
               Our mission is to “connect government to improve government.” We
               aim to inspire public sector professionals by serving as the knowledge
               network for government. GovLoop connects more than 55,000 mem-
               bers, fostering cross-government collaboration, solving common prob-
               lems and advancing government careers.

               The GovLoop community has been widely recognized across multiple
               sectors as a core resource for information sharing among public sector
               professionals. GovLoop members come from across the public sector;
               including federal, state, and local public servants, industry experts, as
               well as non-profit, association and academic partners. In brief, Gov-
               Loop is the leading online source for addressing public sector issues.

               In addition to being an online community, GovLoop works with gov-
               ernment experts and top industry partners to produce valuable resourc-
               es and tools, such as guides, infographics, online training, educational
               events, and a daily podcast with Chris Dorobek, all to help public sector
               professionals do their jobs better.

               GovLoop also promotes public service success stories in popular news
               sources like the Washington Post, Huffington Post, Government Tech-
               nology, and other industry publications. Thank you to our sponsor, Or-
               acle, for sponsoring the Re-Imagining Government Customer Service
               Report.

               GovLoop is headquartered in Washington D.C., where a team of dedi-
               cated professionals share a common commitment to connect and im-
               prove government.




                                                GovLoop
                                       734 15th St NW, Suite 500
                                        Washington, DC 20005
                                        Phone: (202) 407-7421
                                          Fax: (202) 407-7501




                                                    4
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




                                                                        FOREWARD
                                We have all had one: a great customer experience. It is that feeling of
                                being satisfied, with a sense that a company or agency respects you, is
                                listening to you, and is going to meet your expectations, from your first
                                contact through the entire experience. Great customer experiences are
                                full of surprising “wow” moments.

                                The customer experience is the sum of all interactions for goods and ser-
                                vices over the duration of a customer’s relationship with the government
                                or suppliers. Our private sector experiences have dictated our expecta-
                                tions of what level of service we want and expect to receive in our inter-
                                actions with government. The question now becomes, how do govern-
                                ment organizations create “wow” moments that maximize the customer
                                experience? This is particularly true when competition is minimized and
                                culture is difficult to influence.
  SCOTT FRENDT
               Vice President   It is possible to deliver optimal customer satisfaction to the citizenry
Public Sector CRM Solutions     every day, and many organizations are already receiving rave reviews
                      Oracle    for their efforts. However, customer service requires a commitment to
                                delighting customers and making it a priority within the agency. Public
                                sector entities need to commit to consistently providing customers with
                                the information and services they need, when they need it.

                                Re-imagining Government Customer Service is a practical guide re-
                                vealing real world successes for improved customer service in the pub-
                                lic sector. The report suggests solutions that disclose the opportunity
                                for government organizations to become more transparent, improve
                                responsiveness, and enhance interactions to maximize the customer ex-
                                perience. Organizations delivering superior customer experience are
                                tapping into a core aspect of their mission- to service and fulfill the
                                needs of the public and nation.

                                Your opportunity to do the same begins right now.




                                                 5
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                   EXECUTIVE SUMMARY




Nearly one year ago, President Barack Obama issued                 customer service is delivered. Our research report also
Executive Order 13571 “Streamlining Service Deliv-                 includes insights for state and local organizations, in-
ery and Improving Customer Service.” The Execu-                    cluding a case study from New York City. The case
tive Order states, “With advances in technology and                study highlights procedures and steps the city has
service delivery systems in other sectors, the public’s            made to improve customer service, which can be ad-
expectations of the Government have continued to                   opted by governments at any level.
rise. The Government must keep pace with and even
exceed those expectations. Government must also                    This research briefing includes data from an online
address the need to improve its services, not only to              survey of 138 participants, interviews with eleven
individuals, but also to private and Governmental en-              government employees, and a roundtable discussion,
tities to which the agency directly provides significant           held on May 15, 2012 in Washington, DC. In collab-
services.” With this order, President Obama created                oration with Oracle, we created this report to provide
a far-reaching directive that made customer service a              insights and recommendations to government em-
priority for the federal government. With improve-                 ployees and organizations focused on optimizing cus-
ments to customer service in the private sector, citi-             tomer service for employees, citizens and other stake-
zens have heightened expectations as to how services               holders. Throughout this report we identify common
should be delivered by government.                                 challenges and provide best practices to help you and
                                                                   your organization better serve your customers.
Executive Order 13571 identifies some of the chal-
lenges for federal government customer service. Our                The research reveals five core findings that are fea-
research report explores some of these challenges and              tured in the report’s five sections. Each topic provides
reveals that customer service in government is multi-              tactics and best practices to help agencies identify and
faceted and serves a diverse set of customers that may             address customer service objectives.
be program specific, cross over channels and encom-
pass both external and internal customers.                         Core Finding 1: Government is Challenged to
                                                                   Identify Customers
This is not solely a federal issue, at all levels of govern-       One of our findings was the difficulty agencies often
ment, organizations are challenged to improve how                  face in defining their customers. Many interviews re-


                                                               6
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




vealed that it is difficult to define                        proving customer service. This sec-                       prove customer service. This section
customers at the agency level, but                           tion explored some of the cultural                        provides additional lessons learned
instead it is best to consider cus-                          challenges found in our research                          and insights beyond the core areas
tomers by individual programs.                               study.                                                    addressed in the report. There are
                                                                                                                       five lessons learned identified in this
Core Finding 2: Challenges Exist
                               Core Finding 4: Technology                                                              section:
in Using Customer Service Data Enables Improved Customer
A second area explored was how Service Delivery                                                                                Design With the Customer In
agencies can use customer service                                                                                              Mind
                                                             Technology was found to be one
data to improve customer service.                                                                                              View Customer Service in
                                                             solution to help enable improved
Our findings show that many agen-                                                                                              Context of the Mission
                                                             customer service. Although tech-
cies struggle with data collection                                                                                             Share Resources Across the
                                                             nology was mentioned as critical
and have a limited understanding                                                                                               Agency
                                                             to improved customer service, con-
how to analyze and manage data to                                                                                              Tie Customer Service to Open
                                                             cerns remained related to training
optimize customer service.                                                                                                     Government
                                                             and implementation of technology
                                                                                                                               Consider Lessons Learned
                                                             within an agency.
                                                                                                                               from the Private Sector
Core Finding 3: Organizational
Hurdles Remain for Improved                                  Core Finding 5: Identify and
                                                                               The findings in this report could
Customer Service                                             Replicate Best Practices
                                                                               not have been accomplished with-
Organizational and cultural issues The final section identifies best out the support of our interviewees,
were mentioned as a barrier to im- practices to help government im- survey participants, roundtable at-
                                                                               tendees and the sponsor for this re-
RESEARCH REPORT INTERVIEWEES                                                   port, Oracle. GovLoop would like
                                                                               to thank all those who participated
ARIANNE GALLAGHER                                                              in the online survey, and extend a
Presidential Management Fellow, Policy Analyst, Office of Personnel Management
                                                                               special thank you to all of our inter-
BENJAMIN JONES                                                                 viewees for their insights for report
Deputy Director of the Mayor’s Office of Operation, New York City
                                                                               and the panelists who participated
BRACK BOEHLER
Director, IT Compliance, Department of Transportation                          in the roundtable discussion.
BRUCE PEACOCK
Chief, Environmental Quality Division, Nat’l Parks Service, Department of the Interior

CANDI HARRISON
Former Web Manager, Housing and Urban Development                                            GOVLOOP DISCUSSION ROUNDTABLE:
DAN MORGAN                                                                                   RE–IMAGINING GOVERNMENT
Phase One Consulting Group, currently on contract supporting Office of the CIO, U.S.
Department of Transportation                                                                 CUSTOMER SERVICE PANELISTS
DENNIS ALVORD
Executive Director, BusinessUSA                                                              ABRAHAM MARINEZ
                                                                                             Customer Engagement Advisor, Department of Education
E.J. (“NED”) HOLLAND, JR.
Assistant Secretary for Administration, Department of Health and Human Services              BRUCE MARSH
                                                                                             Director, USPS Office of Inspector General’s Risk Analysis Research Center (RARC)
ELIZABETH WEINSTEIN
Director of the Mayor’s Office of Operation, New York City                                   JOEY HUTCHERSON
                                                                                             Deputy Director of Open Government, Department of Commerce
FRANCISCO NAVARRO
Customer Service Advisor, Mayor’s Office of Operations, New York City                        SCOTT FRENDT
                                                                                             Vice President, Public Sector CRM Solutions, Oracle
JON FOLEY
Director, Planning & Policy Analysis, Office of Personnel Management


                                                                                         7
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                            SUMMARY OF ONLINE
                                                              SURVEY FINDINGS




This section provides an overview from our online                     veyGizmo. The survey included government employ-
survey and key findings. Throughout the report we                     ees from federal (46%), local (30%), and state (24%)
have further identified results from our survey. The                  levels of government.
survey was conducted between April 9 and May 14,
2012, and had a total of 138 participants. The sur-                   Using a scale of 1-5, with 5 as “Extremely Satisfied”
vey participants were recruited from the GovLoop                      and 1 as “Not Satisfied,” survey participants were
community. The service used for the survey was Sur-                   asked to rank how well their agency provides cus-

                                                                                                                        NOT APPLICABLE: 1%

     What Level of                                                        How Would You
                                                                                                            ON




                                                                                                                               %




      Government                                                              Rate Your
                                                                                                                              : 11
                                                                                                               E: 5




                                                                                                                             VE
                                                                                                                            FI
                                                                                                                    %




            do you                                                             Agency’s          TWO
                                                                                                    : 15%
        work for?                                                             Customer                 THR
                                             LOCA                                                           EE:
                                                  L   30%                      Service?                           34%

                                                      STAT
                                                          E 24
                                                                             (scale from 1 - 5
                                                              %
                                                                       5 = extremely satisfied
                                    AL 46%




                                                                            1 = not satisfied)
                                                                                                                           FOU
                                                                                                                             R: 3
                               FEDER




                                                                                                                              4%




                                                                  8
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




tomer service. The majority of re-   efficiently do what we are called to tions that apply. The top response
spondents selected a 3 or 4 at 34%,  do for the citizens of state/country.” was improved services (70%), fol-
followed by 2 (15%), 5 (11%) and     Another respondent stated, “Ex- lowed by friendliness to customers
1 (1%).                              cellent customer service is what all (51%), shortest time to provide
                                     citizens deserve. They are paying us information (48%), shortest time
The survey also explored what the to help provide services that don’t to resolve complaint (44%) and
greatest benefit to providing cus- make sense for individuals to do or decreasing customer complaints
tomer service is for government. that need to be done collectively.” (39%). Participants were also of-
The survey respondents identified Finally, a third participant stated, fered an “Other” option. Survey re-
that the greatest benefit to provid- “Education of the public in their spondents stated, “Creating a stel-
ing customer service is improving right to know.”                           lar experience from start to finish,”
government trust (50%) followed                                             “Delivering an engaging service
by improving government account- When asked, “How do you define that delivers to agreed timeframes
ability (26%), improving trans- good customer service?,” survey re- and specifications,” “Ongoing com-
parency (7%) and the remaining spondents were presented with six munication to follow up on com-
17% of responders identified other options and asked to check all op- plaints and to share information,”
benefits. In the “Other” category,
survey respondents mentioned ef-              How Do You Define Good Customer Service? (Check all
ficiency and one survey respondent            that apply)
stated that the greatest benefit to
providing customer services is, “to
                                                                      SHORTEST TIME

What Do You Believe is the Greatest Benefit of                 44%    TO RESOLVE
                                                                      COMPLAINT

Excellent Customer Service in Government?

                                                               48%
                                                                      SHORTEST TIME TO PROVIDE
                                                                      INFORMATION


                IMPROVES

       50%      CUSTOMER
                TRUST
                                                                      FRIENDLINESS TO

                                                               51%    CUSTOMERS


                        IMPROVES

       27%              ACCOUNTABILITY
                        IN GOVERNMENT                                 DECREASING CUSTOMER
                                                               39%    COMPLAINTS



               IMPROVES TRANSPARENCY

        7%     IN GOVERNMENT
                                                                      IMPROVED SERVICES
                                                               70%

       17%
                   OTHER

                                                               25%
                                                                                OTHER




                                                         9
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




and “Understanding Customers.”      to review the case in question.” Asector agency or department. The
                                    final comment shared was, “If moresurvey found staffing to be the key
Another question that revealed      information is needed, the Depart-barrier (39%), a lack of organiza-
interesting findings was asking if  ment will contact the customer viational support (32%), technology
survey participants had a defined   telephone/e-mail/regular mail to  (19%) and budgetary restrictions
process to re-engage with a cus-    request the additional information(17%). There were 32.3% of re-
tomer if a complaint is not resolvedto assist with the complaint. If the
                                                                      sponders that listed “Other” and
or if more information is needed.   customer is not satisfied with thespecified a variety of barriers to im-
The survey found that 56% had a     resolution, then we try to addressproved customer service. Some ad-
defined process and 44% did not     their concerns to achieve a positive
                                                                      ditional input included road blocks
have a process to re-engage. Par-   resolution.”                      such as “Data, insufficient data
ticipants responded by stating, “We                                   across channels to formulate proper
stick with it until it’s resolved. If
                                    The survey also explored the com- business cases,” and “Knowledge of
the resident is not happy with the  mon roadblocks to implementing Customer Service.”
resolution, we have an independent  customer service within a public
ombudsman’s office that can inves-
tigate.” Another respondent stated, What is the Largest Roadblock You
“Sometimes it isn’t that the com-
                                       Have Seen to Improving Customer Ser-
plaint is not resolved, it is that the
customer does not like the resolu- vice Within Your Agency/Department?
tion. We will continue to answer
questions regarding the decision
and we will offer another channel
                                              17%
                                                            BUDGETARY
(a supervisor or another specialist)



Do You Have a Process to
                                              39%
                                                         STAFFING
Re-Engage with a Customer if
a Complaint is Not Resolved or
More information is Needed?

                                              19%
                                                            TECHNOLOGY




                                                                     LACK OF

                                              32%                    ORGANIZATIONAL
                                                                     SUPPORT
            NO 45%




                                                         OTHER

                                              32%
               %
              YES 55




                                                    10
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




                                                                          CORE FINDING
                            Government is Challenged
                                To Identify Customers
                                                                                                                Tactics:

                                                                                         Develop Strategies to Identify
                                                                                                       Your Customer

                                                                                        Use Multiple Channels to Reach
                                                                                                            Customers




Through the government employee interviews, we                 grated customer service approach across the agency.
found that identifying and defining agency customers           Many of our interviewees mentioned that customer
is a core challenge for organizations. Customer service        service functions in a decentralized structure within
was ultimately defined between external and internal           their agency. Additionally, some functions of the
stakeholders. The kind of customer the agency serves           agency work to help internal customers and others
will truly impact the kind of service provided. Jon            function to serve external customers. Again, Foley
Foley from the Office of Personnel and Management              stated, “Our customer is also federal employees or
(OPM) stated, “Our customers are varied. And it re-            federal agencies, or retirees, and their families when
ally depends on what people are interested in. At one          we talk about health services, annuity services, those
level our customers are the American public, and that          kinds of things that have a direct impact on federal
comes out in various ways, but probably most directly          employees and their families. And so we tend to re-
to job applications and people looking for work in             late to them a lot. We also work a lot in tandem with
the federal government. And so USA Jobs is one of              agencies, because, we have a somewhat decentralized
our most prominent ways of reaching the American               way of handling HR matters in the federal govern-
public.”                                                       ment, and so while we are the policy-setting agency,
                                                               a lot of the operations and delivery is done by each
With OPM focusing on such a wide variety of cus-               of the federal agencies. So, there’s a lot of interaction
tomers, the challenge becomes how to have an inte-             with them as well.”


                                                          11
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                         customers. Brack states, “Some de-      entity,” stated Dan Morgan, from
Clearly, for agencies to improve how     partments, for instance NHTSA           PhaseOne Consulting Group. Mor-
customer service is delivered, they      (National Highway Traffic and Se-       gan indicated that with direct ser-
will have to start by defining which     curity Administration) deals with       vice agencies, there are clear metrics
set of customers they are serving.       consumers. Others like FMCSA            that can be tracked, and the impact
Ned Holland, Assistant Secretary         (Federal Motor Carrier Safety Ad-       of customer service initiatives can
for Administration, Department of        ministration) deals with small busi-    be measured. Morgan also noted
Health and Human Services, also          nesses. For example, they’re engag-     that, “It’s hard to calibrate customer
offered a great example of how he        ing and interacting with truckers       service for regulating agencies.”
views his internal customers, and        and motor coach (bus) companies.
how they will ultimately serve exter-    Many of our other Administrations       Tactic: Develop Strategies to
nal customers. Holland states, “For      deal primarily with state and local     Identify Your Customer
the most part, my office doesn’t deal    governments, granting huge blocks       The key lesson learned is that iden-
with our external customers. My          of money out to build bridges or        tifying customers is foundational to
role is to provide support for the       airport runways or different things     improving customer service in gov-
department’s internal customers,         like that. So they each have to look    ernment. Agencies need to think
who provide support for our exter-       at their own stuff, they each have to   critically about whether their cus-
nal customers. So I’m essentially        figure out what their customer base     tomer is internal, external or both,
the Chief Administrative Officer of      is, and they all have to deal with      and then craft a policy that identi-
the department. My staff supports        them differently.” Clearly, in order    fies how to best serve their custom-
the folks who provide services to        to provide great customer service,      ers’ needs.
our beneficiaries. I have made a         agencies need to focus on defining
major effort in the area of customer     the program’s specific customer,        Morgan identified, “No one is real-
service internally.”                     identifying strategies to improve,      ly the customer of the government;
                                         and then effectively sharing infor-     they are a customer of a program.”
The concept of a decentralized sys-      mation across the agency.               He then presented a challenge for
tem and serving both external and                                                federal agencies, “One of the things
internal customers also occurs at A distinction that became clear dur-           that we don’t know is whether or not
the Department of Transportation. ing the interviews is the difference           people are customers of multiple
Brack Boehler, Director, IT Com-  between a regulating agency and a              programs.” As previously identified,
pliance, Department of Transpor-  service-oriented agency, and specifi-          agencies debated what constitutes a
tation, explains, “We don’t have acally the way they view their cus-             federal government customer, and
centralized customer service organi-
                                  tomers. Similar to the differences             how to best serve their needs. As we
zation here at the Department. So,between internal and external cus-             have found that customers tend to
that’s a huge problem that we have.
                                  tomers, regulatory and service agen-           be from the program, and not the
Because it really comes down to   cies will define customer service in           federal government, a clear idea of
each one of the operating adminis-different ways. “Agencies that are             whom the program is serving is es-
trations, each has to take a step back
                                  providing benefits tend to put more            sential to improving customer ser-
and look at their initiatives.”   clear emphasis on customer service,            vice.
                                  so IRS, Social Security, those kind of
Brack shared similar comments as agencies tend to use their data more            Foley also ascertained that identify-
other government officials inter- efficiently. But regulating agencies           ing your customer is one of the most
viewed, that within the Depart- have customers too, and need to be               basic starting points for improv-
ment of Transportation the agency careful when thinking about how                ing customer service. Foley states,
serves both internal and external to serve customers as a regulating             “The first and most basic thing is


                                                         12
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




What kind of CHannels Can                      trying to understand who your
Customers Use in Your Customer                 customer is; it sort of flows from             Tactic: Use Multiple Channels to
                                               there. Who they are, and then how              Reach Customers
Service Initiatives? (Check All
                                               you can support them, and what                 Since government serves a diverse
that Apply)                                    are the different ways that you can            set of customers, one recommenda-
                                               support them. So, it’s really doing            tion is for agencies to offer informa-
                                               your homework in advance to try                tion and services across multiple
     83%
           WEBSITE
                                               to understand who you’re serving               communication channels. Survey
                                               and, how you can best serve them,              participants and interviewees are
                                               before you spend a lot of money de-            using numerous channels to en-
     45%
           SOCIAL MEDIA
                                               veloping the process.”                         gage with customers. Foley stated,
                                                                                              “I think one of the things is that
           IN-PERSON CENTERS
                                               There is a clear distinction within            there are various ways of respond-
     63%                                       government between external and                ing to customers, and listening to
                                               internal customers. When devel-                customers. And one of the things is
           CALL CENTERS
                                               oping a new service or process, for            to just keep current with the infor-
     67%                                       internal or external customers, the            mation systems in place. Facebook
                                               agency needs to be cognizant of de-            and Twitter were not something we
           PAPER FORMS
                                               veloping a strategy that integrates            engaged in a year ago. That was a
     59%                                       all stakeholders. If this does not             shift in thinking here.”
                                               happen, the agency risks building
                                               itself into a silo, and creating an en-
     31%
           OTHER
                                               vironment absent of collaboration.




IDENTIFY
On May 15, GovLoop hosted an event specifically addressing how agencies can Re-Imagine Government Customer Service; this was
part of the “GovLoop Conversations” series. GovLoop conversations events have a unique format that encourages participation from
attendees. This event was sponsored by Oracle. Our experts sit at tables among attendees and serve as facilitators to a larger discussion.
The speakers for the event were:

      JOEY HUTCHERSON, Deputy Director of Open Government, Office of the Secretary, Department of Commerce
      ABRAHAM MARINEZ, Customer Engagement Advisor, Department of Education
      BRUCE MARSH, Director, Office of Inspector General Risk Analysis Research Center, USPS
      SCOTT FRENDT , Vice President, Public Sector CRM Solutions, Oracle
      CHRIS DOROBEK, Moderator

There were 10 key findings from the event, and throughout the guide we will identify all ten. The first finding was Identify Your Cus-
tomer. There was an interesting conversation that identified the difference between internal and external agency customers. Participants
commented in order to provide improved customer service; agency leaders need to distinguish between their internal and external
customers.



                                                                   13
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                                           CORE FINDING
                                 Challenges Exist IN Using
                                        Customer Service
                                                      Data
                                                                                                                 Tactics:

                                                                                                  Consolidate Data Silos

                                                                                               Identify Metrics that are
                                                                                                   Performance Drivers

                                                                                    Develop Customer Service Standards
                                                                                                and Metrics for Agency




Many of the interviewees noted that they conducted              experience, from the facilities, through the ranger led
surveys as a tool to measure their customer service ini-        programs.”
tiatives. Dan Morgan believes, “There is a minimum
amount of data that agencies need to collect to op-             Although agencies collect data, agencies are chal-
timize customer service.” Along with collecting this            lenged with using data to make informed decisions.
data, Dan believes it is critically important to share          The research finds that the use of data for improved
the information across the agency.                              customer service is complicated and compounded
                                                                by a variety of factors. As many agencies are serving
Bruce Peacock provided some insights as to how                  multiple customers, finding the right data to improve
customer surveys are used within the National Park              decisions is a challenge. Morgan also identified that
System, “One of the things that we’re keen on here              for an agency focused on regulation, it is very difficult
in the National Park Service, is actually finding out           to measure impact. Further, with limited standards
what our visitors think of our parks and so we have a           for customer service metrics, there is confusion to
customer satisfaction survey that we conduct in most            understanding the data and what value it represents.
of the parks. Some of the parks are not very ame-               Without a clear set of standards for customer service,
nable to surveying. Every year, we survey roughly 330           an agency will continue to struggle with how data is
parks, and we ask about all different aspects of their          being used within the agency.


                                                           14
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




Although there are challenges with          prove customer service initiatives.        for results. Agencies should work
managing and analyzing customer                                                        to centralize their customer service
data to make informed decisions,           Tactic: Consolidate Data Silos              data and work towards standard-
the research did produce some best         Managing data is challenging                izing their metrics agency wide to
practices and recommendations to           enough, but when data rests in si-          measure customer service.
help organizations use customer            los and across the agency, data be-
service data to gain insights to im-       comes nearly impossible to mine Tactic: Identify Metrics That are
                                                                                       Performance Drivers
                                                                                       Another core challenge for data is
Are You Using Data Collected to Make Informed Decisions to
                                                                                       identifying the right metrics for the
Improve Customer Service Efforts?                                                      performance measures the agency
                                                                                       has defined. Agencies need to im-
                                                                                       prove what their core performance
                               YES - AS NEEDED BASED ON                                drivers are for customer service, and
         29%                   FEEDBACK RECEIVED                                       appropriately identify metrics.

                                                                                       Tactic: Develop Customer Ser-
                                                                                       vice Standards and Metrics for
                  YES - QUARTERLY

          6%                                                                           Agency
                                                                                       A final data challenge is to develop
                                                                                       common customer service stan-
                                                                                       dards and metrics for an agency.
                                                                                       There remains confusion on how

           7%
                  YES - MONTHLY
                                                                                       to leverage metrics to adequately
                                                                                       evaluate customer service initia-
                                                                                       tives. With stronger customer ser-
                                                                                       vice standards, agencies can work to
                                                                                       improve their own metrics.
                                    DATA COLLECTION IS LIMITED -
         39%                        NOT USED TO IMPROVE
                                    DECISION MAKING



                      OTHER

         19%
DATA
A finding from the GovLoop Conservation, Re-Imagining Government Customer Service was to understand Customer Service Data
and how data can help improve customer service. Data and analytics were touched on this morning, and the need for data to be used
to help improve how agencies are making decisions based on customer service.




                                                               15
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                                           CORE FINDING
                                  Cultural Hurdles Remain
                                   For ImprovING Customer
                                                   Service
                                                                                                               Tactics:

                                                                                                        Find a champion

                                                                                      Work on Identifying Business Case

                                                                               Learn to Navigate Organizational Culture

                                                                           Be transparent and Open to Critical Feedback



Many of our interviewees mentioned that there are                Government and Government 2.0 movements have
still significant cultural barriers to improving customer        also impacted customer service in government. Simi-
service within government. Brack Boehler stated, “As             lar to the Executive Order 13571, President Obama’s
much as anything, it’s a cultural issue. People don’t            memorandum to mandate government to become
perceive the Department of Transportation as being               more transparent, collaborative and participatory has
customer focused. They perceive us as an Agency that             had a long reaching impact for federal agencies.
provides blocks of money for people to do things.”
                                                                 Although there has been a movement to make gov-
Candi Harrison mentioned that one challenge to re-               ernment more transparent, participatory and collab-
moving cultural barriers is that government functions            orative, cultural barriers to impact customer service
within silos, “Throughout the federal government, we             still exist, Survey participants indicated, “Manage-
operate in silos. And sometimes even within agencies.            ment believes this is the way we have always done it.”
We need to break down those silos and start looking              “We’ve always done it this way.” Ned Holland assert-
at government from the customer’s point of view.”                ed that he has encountered cultural barriers, stating,
                                                                 “People tell me all the time, Mr. Holland, you don’t
With Executive Order 13571 from President Obama,                 understand; this is the government. And I say, no,
agencies have been forced to make changes on how                 you don’t understand. This is just another big com-
they traditionally view customer service. The Open               plex human organization and they all have the same


                                                            16
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




kinds of problems.”                    To receive management support of                     data collection, how information
                                       customer service initiatives, leaders                is used, and putting the customer
Across all sectors, changing cul- need to see the new business value                        first. Further, administrators of
ture is challenging. It is not easy to created by improved customer ser-                    customer service initiatives should
change the mind set or norms of an vice, and how the old model is anti-                     be open to feedback. Being open
organization. The study found four quated and needs to be replaced or                       to feedback is critical for improved
key findings as ways public sector modified.                                                customer service, and using the
organizations can work towards re-                                                          feedback constructively to improve
moving cultural roadblocks.            Tactic: Learn to Navigate Organi-                    services provided to customers.
                                              zational Culture
Tactic: Find a Champion                       Many of the interviewees who had
Interviews and roundtable par-                success improving customer service
ticipants stressed the need to iden-          initiatives was due to their ability to
tify customer service “champions”             carefully trend along political lines
within the agency to push improved            and balance contradicting interests.
customer service initiatives. These           Being too assertive in views and
people are critical to helping orga-          not paying attention to the cultural
nizations improve customer service,           environment can be damaging to
and can serve as a way to build up            working towards improved custom-
support for new initiatives and help          er service initiatives.
work through cultural barriers.
                                              Tactic: Be Transparent and Open
Tactic: Work on Identifying Busi-             to Critical Feedback
ness Case                               Transparency is an essential tactic
Identifying the business case is criti- for improving customer service.
cal to improved customer service. This means openness in regards to




CULTURE OF CUSTOMER SERVICE
A crucial finding from the GovLoop Conservation, Re-Imagining Government Customer Service was to Develop a Culture of Cus-
tomer Service. Culture was touched on a few times throughout the discussion. One of the themes was agencies need to “develop a
culture of customer service.” This was a fascinating discussion, but agencies need to have support from all levels within the agency to
improve how customer service is delivered in government.




                                                                  17
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                                          CORE FINDING
                 Technology Enables Improved
                            Customer Service
                                     Delivery
                                                                                                                Tactics:

                                                                                             Implement, Train, and Staff

                                                                                       Use Collaborative Technology to
                                                                                                    Share Information

                                                                                         Use Technology to Improve Data
                                                                                                            Management




Technology is a critical component to improving                 thing that technology is really going to help us with is
how agencies can deliver improved customer service.             providing that direct link to the customer, having that
Although technology is imperative to improved and               opportunity for customers to have better access to us,
optimized customer service processes, technology                and to communicate to us about our programs and
does have a set of unique challenges to implement ef-           about the different ways that we serve them.” Arianne
ficiently within an agency. Dennis Alvord, Executive            reiterated that the improved use of technology helps
Director, BusinessUSA, stated, “Frankly, technology             facilitate a better relationship between government
has been critically important to helping us to achieve          and citizens.
better outcomes, including increasing awareness, and
certainly increasing accessibility of resources.” In ad-        In order to fully leverage the potential of technology
dition, Holland mentioned, “We couldn’t do what we              for improved customer service, it is important to re-
do without technology.”                                         member that technology is only a tool to enable im-
                                                                proved customer experiences. Alvord described this
Arianne Gallagher, Presidential Management Fel-                 lesson learned, “It’s definitely not all about technol-
low, Policy Analyst, Office of Personnel Management             ogy. Technology is really the tool that can help us to
noted, “There is a lot of new technology coming out,            achieve greater outcomes. For example, connecting
with a lot of new opportunities. I think the main               to the best program resource is great, but if the busi-



                                                           18
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




ness or individual then gets to that         to be a very strong human aspect to agency.
resource and they have a really bad          making sure that we’re delivering an
customer service experience because          improved customer experience.”       Tactic: Use Technology to Im-
they weren’t prepared to handle the                                                        prove Data Management
inquiry or they just didn’t have the         Tactic: Implement, Train, and                 The third finding is that data man-
right customer outlook; then while           Staff                                         agement is critical, and agencies of-
we won the battle, we got them to            Technology facilitates improved               ten have large volumes of data that
the right resource in a streamlined          customer service, but there is an             they are unsure how to use and to
and efficient manner, we lost the            enormous amount of planning and               drive decisions from the data. Tech-
war, because we didn’t provide good          preparation that allows technology            nology can help with the data man-
customer service.”                           to work as intended. In order to              agement and drive efficiencies and
                                             fully leverage technology, agencies           optimize services through improved
Alvord said that at BusinessUSA the          need to implement, train and prop-            use of data.
goal is to not only be efficient with        erly staff to fully leverage new and
the use of new technology, but also          emerging technology. As we have
to provide a value added service,            mentioned, technology will enable
“We hope that we’re also improving           agencies to improve customer ser-
the efficiency and the effectiveness         vice delivery, but agencies need to
of program delivery, not just get-           focus on the correct strategy, staff
ting them in a streamlined manner            accordingly and train end users how
to the resources that they need, but         to use the new technology.
offering them complementary and
value added services.”
                                 Tactic: Use Collaborative Tech-
Dennis was clear to mention that nology to Share Information
technology offers various oppor-             Another finding is the need for col-
tunities, but is only one element            laborative technology to efficiently
to improving customer service in             share information. This could mean
government. “Technology offers               sharing everything from data, poli-
us some wonderful opportunities,             cies and best practices across the
but it’s not the end all, be all of cus-     agency, all in order to facilitate the
tomer service. There’s always going          sharing of knowledge across the




TRAIN
Providing training was another finding from the GovLoop Conservation, Re-Imagining Government Customer Service. Another
result was a great discussion on how training has been used to improve customer service within government. Participants provided a few
examples how they have required training for employees and they are considering using customers service as part of their performance
evaluations.



                                                                  19
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                                            CORE FINDING
                                                    IdentifY & REPLICATE
                                                         Best Practices
                                                                                                          Best Practices:

                                                                                         Design with The Customer in Mind

                                                                          View Customer Service in Context of The Mission

                                                                                      Share Resources Across THE Agency

                                                                                Tie Customer Service to Open Government

                                                                        Consider Lessons Learned from the Private Sector




This section identifies five best practices to help agen-        Alvord also suggested that communication with cus-
cies to improve how they deliver customer service.               tomers cannot stop and that communication with key
                                                                 stakeholders is critical to the entire process. “You have
Best Practice: Design With the Customer in Mind                  to continually engage customers, in an active feed-
One of the keys to improved customer service is to               back loop, so you’re designing, testing, gaining their
design with the customer in mind. Alvord reminded                feedback, and adjusting to accommodate customer
us that this process should start from the very begin-           needs.”
ning. Alvord stated, “I think quite often, with the
best of intentions, we embark on efforts to fix some-            Listening to customers throughout the entire cus-
thing without truly understanding what the custom-               tomer experience is critical. Candi Harrison stated,
er wants, or what the customer needs are. It is very             “Great communication makes customer service bet-
important at the front end to start by understanding             ter. It’s sharing, getting to know and understand your
who your customers are, and then designing your so-              customer. I think a lot of it can happen at the grass-
lution to meet the needs that they’ve expressed.”                roots level. It’s about thinking about the customer
                                                                 first, asking questions such as, what have I done to-


                                                            20
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




LISTEN
                                                                                           aware of the customers they serve,
                                                                                           how multifaceted each department
                                                                                           might be, and develop standards
An imperative finding from the GovLoop Conservation, Re-Imagining Government               for departments throughout the
Customer Service was to Listen to Customers. The discussion included advice to be          agency to follow. “It really has to
sure you are listening to customers and incorporating their feedback to improve customer   come from the highest levels of the
service. This involves having a two-way discussion with the customer.                      department, and needs to be viewed
                                                                                           in the context of the mission,” states
                                                                                           Dan Morgan.

day? Did I answer the phone a little         really make customer service a per-
                                                                                           Best Practice: Share Resources
bit more pleasantly? Did I respond           sonal responsibility of every single
to that email a little more pleasant-        government worker.”                           Across the Agency
ly? What have I done to help you                                                           Throughout the interviews we
get better service?”                                                                       found a decentralized approach to
                                   Best Practice: View Customer                            customer service. This was predom-
                                   Service in Context of the Mis-                          inately due to different agencies
Candi also asserted the importance
                                   sion                                                    serving different customers within
of face-to-face communication and
                                             Agencies need to understand the               the agency. In order to improve
talking with the agency’s core cus-
                                             business case and value of improved           customer service in government,
tomers. Candi mentioned, “You got
                                             customer service for the agency. Jon          agencies need to find ways to im-
to get out of your office. You got
                                             Foley stated, “Really understand the          prove how they share resources. To
to get out and find out what those
                                             business case first, and business pro-        improve customer service, the focus
field people are talking about, what
                                             cess first and using the technology           should be on the best practices and
your customers are saying. You got
                                             to support those aims, rather than            trends in customer service. Agencies
to go where they are and listen to
                                             the other way around. That is a les-          will have to invest the time to ap-
them and talk to customers face-to-
                                             son we have learned with a lot of             ply these trends and best practices
face.”
                                             the information systems we have.”             to multiple kinds of customers in a
Designing with the customer in                                                             decentralized setting. By sharing in-
                                             For customer service to improve               formation across agencies, although
mind is critical as new services are
                                             within government, there needs to             customers may be different, agency
released. Arianne Gallagher men-
                                             be support from the most senior               leads can learn, apply and modify
tions how important it is to always
                                             levels of the agency. This involves           strategies from colleagues through-
remember the human element.
                                             tying customer service into the core          out the agency to improve their cus-
Arianne notes the importance of
                                             mission of the agency. It also means          tomer service initiatives.
bringing a human element into
                                             that agency leaders need to be
customer service, “It is important
to bring that human aspect back
into some of the work that they’re
doing. And I think it provides a lot
of motivation to know that there is
a real person behind a retirement
                                                                                                         BUDGET
application, or that there’s a real ap-      A key finding from the GovLoop Conservation, Re-Imagining Government Customer
                                             Service was budget constraints. Budget constraints have been one of the most pressing
plicant behind a USA Jobs profile.”          themes across government - the charge of doing more with less and working to improve
Candi Harrison expressed similar             customer service. Throughout the event, open government came up and the connection
sentiments, stating, “You need to            between customer service and open government initiatives became clear.



                                                                  21
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




Dan Morgan stated why there is a              tiatives are tied to open government          grams and initiatives within their
need to share information across              programs. Brack Boehler stated,               agency to improve customer service
the agency, “We need to understand            “For us, we were trying to make our           in government.
cost across each channel, channels            data sets available to the public, so
need to talk to each other, so gov-           that entrepreneurs can go out and             Best Practice: Consider Lessons
ernment can optimize across chan-             say what could we do with this in-            Learned from the Private Sector
nels and know where and how to                formation.” Dan Morgan further                Ned Holland expressed that there
move people to lower-cost, higher-            stated, “One of the things that we            are lessons learned from the pri-
service channels effectively.”                recognized very early is that we see          vate sector, Holland stated, “I don’t
                                              a very strong connection between              think you can run government like
The survey also provided some ways            open government and customer                  a business, because it has very dif-
that agencies could improve cus-              service.”                                     ferent objectives. But you can run
tomer service. 70% believed that in-                                                        government in a business-like fash-
creased collaboration is one way to           Morgan also reminded that, like               ion. There is a subtle difference,
improve customer service, followed            open government, customer service             but it’s an important one.” Holland
by 45% increased staffing, 41% in-            does not involve just one solution,           continued to express the difference
creased customer service channels,            stating, “It’s not just about being           between providing a return on in-
28% increased funding and 32%                 open or just about APIs, it is about          vestment and a return to service,
responded with “Other.” Some of               the whole stack in the context of the         “In the private sector where your
the responses included, “Customer             mission. Open Government doesn’t              ultimate outcome is, if you will,
Service standards and staff training.         work well without some kind of                the bottom line, you have to pro-
At present neither exist,” “Consoli-          context, or else it is just dumping           duce a return on the shareholder
dating/making channels seamless               data onto the Internet.” Dan con-             investment so you can return that
because many/most customers use               tinues, “You take the open govern-            investment to them, that is a differ-
multiple channels; and the biggest            ment approach to fulfilling that              ent thing than in the public sector
one of all: valuing great customer            mission need, put it in the context           where what you have to do is return
service as a top agency goal,” and            of the citizen, and figure out the            a service to the taxpayers. It’s mea-
“Better guidelines, more policies             technology and the channel to de-             sured differently, it’s thought of dif-
that show the importance of cus-              liver that service most effectively.”         ferently, but the processes of getting
tomer service.”                                                                             to those two things are surprisingly
                                              The same goals of government be-              similar.”
Best Practice: Tie Customer                   coming more transparent, partici-
Service to Open Government                    patory and collaborative can be ap-           Dennis Alvord also highlighted
                                              plied in a customer service context.          that there has been much innova-
Initiatives
                                              Agencies should look to see how               tion from the private sector, and
In many cases, customer service ini-
                                              they could leverage existing pro-             new technology can help enable




THINK OUTSIDE THE BOX
Another lesson learned from the GovLoop Conservation, Re-Imagining Government Customer Service was to Think Outside the
Box. Many participants and our speakers identified that in order to improve customer service in government, agencies will need to think
creatively how they are providing services. There is no easy or quick fix, and things can change very quickly.



                                                                  22
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




                                                                                     COMPETITION
Competition was also mentioned during the GovLoop Conservation, Re-Imagining Government Customer Service. One interesting
insight was how there is little competition in the federal government in how they deliver customer service. Without a clear competitor,
it is important to tie customer service to a business objective and tie into the mission of the agency.



improved customer service in the              where you can actually do things              system, the idea of personalizing
public sector. “I think there are             that are more transactional, and              and preserving a user profile would
tremendous opportunities for the              they’re providing a greater level of          be an enormous benefit for custom-
public sector to leverage some in-            value to customers.”                          er service initiatives. Sites like Ama-
novations that have occurred in                                                             zon.com and Zappos.com do a fan-
the private sector to provide greater
                                 Dennis Alvord also noted that the                          tastic job of recommending similar
levels of customer service.” Dennis
                                 use of personalization is one im-                          products and services for customers
continues by stating, “I think the
                                 portant strategy in the private sec-                       to store and potentially purchase
customer service space has evolved
                                 tor that can be implemented within                         items at a later time. These kinds
very rapidly over the last few years.
                                 government, “In the private sector,                        of innovations should be replicated
We are now seeing static flat web-
                                 the aim may be monetary and it                             within government.
sites evolving into service portals,
                                 may be selling something. We have
                                 different objectives in the public
                                        sector, but can still benefit
What Are Ways/Opportunities For Your
                                        from some of the tools that
Organization To Improve Customer Ser- the private sector uses. One
vice? (Check all that Apply)            example of that would be
                                        something like personaliza-
                                        tion.”
                       INCREASED
      28%              FUNDING                        The idea of personalization
                                                      is intriguing, as personaliza-
                                                      tion can possibly be imple-
                                                      mented within government.
      45%
              INCREASED STAFFING

                                                      Dennis states, “On many
                                                      websites you come to now,
                                   INCREASED
                                                      you establish a login, and a
      41%                          CUSTOMER SERVICE
                                   CHANNELS
                                                      user account of some kind,
                                                      and you’d be able to preserve
                                                      your history of transactions
              INCREASED COLLABORATION                 with that agency. And also
      69%     ACROSS AGENCY
                                                      get referred in a very effec-
                                                      tive manner to additional
              OTHER
                                                      complementary solutions.”
      32%                                             With the challenges of a de-
                                                      centralized customer service


                                                                   23
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                                                         IN FOCUS
                                        New York City



As part of our research study, GovLoop sought to in-               walk-in center inspections,
terview not only federal agency leads, but also those              Provide plain language edits for rules issued by
involved in customer service at the local level. Fran-             City agencies,
cisco Navarro, Customer Service Policy Advisor, New                Market and help oversee Customer Service Cer-
York City, agreed to sit down with us and talk through             tificate Program, and
his role as Customer Service Policy Advisor.                       Provide input, guidance, and analysis for other
                                                                   customer service related programs and projects.
In a city as large as New York City, providing great
customer service is no easy task. Navarro listed his          Undoubtedly, Navarrro has his hands full to provide a
core responsibilities as:                                     great customer experience in New York City.

     Coordinate participation of thirty agencies in           Navarro described the City of New York customers:
     New York City’s Customer Service Week,                   “Our customers are anyone who lives in, works in or
     Edit, publish and distribute a quarterly custom-         visits New York City.” Navarro highlighted dozens of
     er service newsletter,                                   initiatives that the City of New York has undertaken
     Oversee the Citywide Excellence in Customer              to improve customer service in government. One ini-
     Service Awards,                                          tiative that is unique to New York is how the City
     Provide guidance and leadership for citywide             conducts citywide inspections of walk in facilities; this


                                                         24
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




SHARE
A critical finding from the GovLoop Conservation, Re-Imagining Government Customer Service was to Share Resources. Another
finding from the event was the importance of sharing information across the agency, sharing best practices and working across govern-
ment to improve customer service.




initiative is called Customers Ob-           stating, “The CORE inspection                New York City’s customer service
serving and Reporting Experiences            program has resulted in improve-             approach is that NYC requires all
(CORE). Navarro stated, “I believe           ments in the conditions at walk-             agencies to survey customers at least
our City is unique in conducting             in centers. Also, City agency staff          once a year. Navarro stated, “We do
citywide inspections of walk-in fa-          looks forward to Customer Service            require that all agencies survey their
cilities via the CORE program. Our           Week and the Excellence in Cus-              customers at least once a year and
inspectors visit approximately 300           tomer Service Awards that are given          report the total number of custom-
walk-in centers at 28 different agen-        during that week. This week has              ers surveyed. Agencies now report
cies located throughout the City’s           become a highlight for many agen-            on their surveying activities via
five boroughs, and observe and rate          cies and their staff.”                       the Citywide Performance System.
facility conditions and customer                                                          (The results can be found here.)”
service. Inspectors visit sites that         With great customer service ini-
provide a wide range of services,            tiatives like CORE, there are a lot          Navarro provided numerous exam-
from handgun licensing, to income            of positive outcomes. Navarro be-            ples how NYC uses data to improve
support to payment of parking tick-          lieved that by providing great cus-          customer service, and how NYC
ets. “                                       tomer service, trust in government           has worked to identify and measure
                                             improves. “The most important                their customer service initiatives.
Navarro explained further how                outcome of good customer service             Navarro stated, “In June 2008 the
CORE works, “Inspectors rate both            is building trust in government.             City conducted a comprehensive
facility conditions and customer             Too many customers have the at-              feedback survey using data gathered
service interactions. Agency CORE            titude that “the City just wants the         from surveys sent to 100,000 ran-
overall results are available in each        revenue”, or “you can’t fight City           domly selected households.” Fur-
agency’s Agency Customer Service             Hall.” When customers are treated            ther, Navarro identified, “In 2009
section of the Mayor’s Management            fairly and with dignity, and when            our office created the NYC Feed-
Report, the MMR: (The main entry             they understand why a certain de-            back form, a small card with five
page to the MMR is here).”                   cision is made or an outcome re-             customer service questions. Agen-
                                             quired, and that ultimately deci-            cies are encouraged but not man-
The CORE program is a great ex-              sions and policies are made with             dated to have these cards in their
ample of a successful customer               some greater good in mind – public           walk-in centers.”
service initiative. Navarro defined          health and safety, a healthy environ-
a successful customer service ini-           ment, educational attainment, then           In addition to surveys, New York
tiative as, “A successful customer           customers will develop respect and           City has also set a standard of re-
service initiative is one that has           trust for the staff and the govern-          sponse to customers to 14 calendar
tangible positive outcomes that last         ment it represents,” said Navarro.           days. Navarro stated, “The stan-
over time.” Navarro then credited                                                         dard for response to written cor-
the CORE program for this success, One requirement that distinguishes                     respondence is 14 calendar days.


                                                                  25
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




The expected response time for
certain types of conditions sent by
                                                                             Other interesting initiatives from the
phone, text, iPhone or online to                                                         City of New York include:
311 vary by condition reported or
complained about. For example,                 Establishment of Customer Service Liaisons
the Department of Buildings has                Establishment of Language Access Coordinators
three categories of seriousness of
                                               311 iPhone Application
complaints with varying levels of
expected response times.”                      Business Customer Bill of Rights
                                               Walk-in Center Inspections (CORE – Customers Observing and Reporting
New York City is also using feed-              Experience)
back from customers to help enable             Customer Service Week
policy change. Navarro provided                Customer Service Certificate Program, including
the following example and insights
                                                        Customer service training
as to how feedback from customer
service initiatives is used, “Feedback                  Plain language training
from customers, where possible and                      Cultural sensitivity training
appropriate, is used to make process           Excellence in Customer Service Awards
and policy changes. For example,               Language Access Policy
in response to a customer survey
                                               NYC Certified – Program to Certify City Volunteers to Translate and Interpret
the Department of Transportation
modified hours of operation and                NYC Customer Service Newsletter
enabled cell phone service at one of           NYC Feedback Comment Cards
their facilities.”                             NYC.gov Language Gateway – multilingual web portal
                                               Mayor’s Management Report Customer Service Indicators
Although New York City excels in               Volunteer Language Bank
providing customer service, there
                                               311 Service Request Map
are still challenges. Similar to our
survey results, Navarro cited that
resources, budgets and time are the
main barriers, “The two probably
most obvious barriers are resourc-       champion of customer service in                projects are adding real value in
es (people and money) and time.          government who created the 311                 some way. To overcome resistance
There is also the organizational cul-    customer service center and who                to change, customer service needs
tural resistance to change,” stated      signed an executive order compel-              to be sold as something that ben-
Francisco.                               ling agencies to assign a liaison and          efits both customers and staff. Fur-
                                         make customer service an explicit              ther, those overseeing change need
Even with these barriers, Navarro        priority.”                                     to make sure that they can provide
was able to provide some solu-                                                          guidance and support.”
tions to removing roadblocks and         Navarro continued by asserting,
delivering great customer service.       “Without adding new resources,                 Technology clearly plays a critical
Navarro noted, “The most impor-          another barrier to overcome are                role in enabling customer service.
tant element in overcoming barriers      the barriers of time and money to              Navarro stated, “Technology is an
is the need for executive support.       prioritize projects. You also need             enabler of customer service goals,
In our case Mayor Bloomberg is a         to make sure that those prioritized            a means to an end. For example,


                                                             26
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




we developed a phone app that al-              online through our Citywide Per-
lows customers to report conditions            formance Reporting (CPR) system,
like graffiti and dirty vacant lots via        reinforces the commitment to cus-
their iPhones. They can send pic-              tomer service.”
tures and text descriptions. This al-
lows agencies to more firmly docu-             Finally, Navarro advised to be per-
ment conditions and to respond                 sistent, and incorporate a culture of
more effectively.”                             service within your agency, stating,
                                               “You need to be persistent and cre-
Navarro also mentioned that new                ate an environment that sends the
media is at the forefront of enabling          message that customer service is a
improved customer service in New               permanent component of service,
York City, along with training, re-            that it is not a “flavor of the month”
sources and technology. He stated,             or a temporary morale booster. This
“Training, resources and technol-              is accomplished by establishing var-
ogy are the enablers of customer               ious programs, especially training
service improvements. Today, new               and recognition, and communicat-
media is at the forefront of enabling          ing the customer service message
these improvements via phone                   as many times and as many ways
apps, social media networks, and               as possible.” NYC has made great
online services.”                              strides in the way in which they de-
                                               liver customer service. By offering a
New York City is a great case study            variety of services through multiple
for government to analyze for cus-             channels and using data to drive
tomer service. Navarro shared some             improved services, New York City
of his best practices and lessons              has a great customer service model
learned from his work in New York              for government to replicate.
City, “A major factor in our suc-
cess has been having the support
from the top. In our case it comes
from Mayor Bloomberg himself.
In addition, establishing report-
ing requirements to track customer
service indicators, as we do in the
Mayor’s Management Report and




MOBILE
An insightful and important finding that developed from the GovLoop Conservation, Re-Imagining Government Customer Service
was to understand how Mobile is a game changer for customer service. Like many areas across government panelist mentioned that
mobile is game changing for customer service. In particular, citizens expect to be able to access certain services on their mobile devices,
participants stated that this adds pressure on the agency to deliver customer service through the right channels.



                                                                     27
RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT




                                                                                               GOVLOOP
                                                                  RESOURCES
As the leading knowledge network       10 Ways Government Can Re-Imagine Government Customer Service
for government, GovLoop focuses        Pat Fiorenza, GovLoop
on seven core areas of government,
acquisition, career, communica-        22 Ideas to Improve Customer Service
tions, human resources, leadership,    Steve Ressler, GovLoop
project management and technol-
ogy. Through partnerships with         Announcing GL Infograph - How to Create Great Government Customer
expert facilitators, GovLoop pro-      Service
duces thousands of blog posts per      Pat Fiorenza, GovLoop
month. GovLoop also offers train-
ings, events, and produces research    Should Local Government Offices Develop Customer Service Plans?
reports and guides for the Govern-     Paul Wolf, Attorney
ment community.
                                       Does Customer Service Matter for Government? 5 Examples for Change
GovLoop has developed a variety        Steve Ressler, GovLoop
of resources available for employees
practicing customer service. Below     Listing of Federal Agencies Customer Service Initiatives
are some of the top blog posts and     Data.GovLoop
resources related to customer ser-
vice in government.                    Announcing the GovLoop Excelling with Customer Service Guide
                                       Steve Ressler, GovLoop

                                       Agency Customer Service Plans
                                       John Kamensky, IBM

                                       NYC Online Newsletter
                                       Francisco Navarro, New York City Mayor’s Office of Operations

                                       Customer Service Act is Good News for Customers and Employees
                                       Candi Harrison, Harrison Consulting




                                                             28
A RESEARCH REPORT FROM GOVLOOP AND ORACLE




  How Oracle Powers Great Citizen Experiences
Oracle’s Customer Experience strategy outlines how organizations can rise to meet customers’ expectations for superior levels of service
by delivering consistent, relevant, and personalized citizen experiences across all interaction channels. Oracle helps organizations fulfill
customer expectations, empower employees with consistent and real-time knowledge, and gain deeper insight into conditions impact-
ing organization mission while simultaneously increasing productivity and reducing costs.

Complete Citizen Experience for Public Sector
          Serves the anytime, anywhere citizen in a seamless, personal way
                   Across all channels: the web, in an office, over the phone, via mobile device, through social media
          Empowers today’s governments
                   Strategic tools and applications that enable personalized interactions with citizens
          Accelerates delivery of services to citizens, maximizes government employee time, and improves operational efficiency
          and results
                   Significantly increases citizen and employee satisfaction




Customer Experience Offers Government Measurable Results
          Increase agent productivity – Army, reduced agent training time by 1/2
          Improve multi-channel support – Texas Tech Improved cross channel consistency
          Empower citizens through self service – Centers for Medicare and Medicaid Services achieves a 99% self service rate
          Netherlands Social Service Agencies Modernize IT Systems to Connect Citizens with Jobs
          City of Riverside Responds to More than 160,000 Service Requests Annually with Integrated 311 System
          New York City Tracks Performance, Enables Financial Transparency with Oracle BI Solution Designed by Accenture

Key links/resources
          White Paper: Seven Power Lessons for Customer Experience Leaders
          Eight Steps to Great Customer Experiences for Government Agencies
          Forrester Report: Navigate The Future Of Customer Service

Online Resources:




   Read                          Follow                           Learn                           Watch                            Join
                                                                     29
Re-Imagining Customer Service in Government

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Re-Imagining Customer Service in Government

  • 2. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT CONTENTS ABOUT GOVLOOP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 FORWARD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 EXECUTIVE SUMMARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 SUMMARY OF ONLINE SURVEY FINDINGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 CORE FINDING: GOVERNMENT IS CHALLENGED TO IDENTIFY CUSTOMERS . . . . . . . .11 Tactic: Develop Strategies to Identify Your Customer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Tactic: Use Multiple Channels to Reach Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 CORE FINDING: CHALLENGES EXIST IN USING CUSTOMER SERVICE DATA . . . . . . . . . . . . . . . . .14 Tactic: Consolidate Data Silos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Tactic: Identify Metrics that are Performance Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Tactic: Develop Customer Service Standards and Metrics for Agency . . . . . . . . . . . . . . . . . . . . . . . . . 15 CORE FINDING: CULTURAL HURDLES REMAIN FOR IMPROVING CUSTOMER SERVICE . . . . . . 16 Tactic: Find a Champion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Tactic: Work on Identifying Business Case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Tactic: Learn to Navigate Organizational Culture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Tactic: Be Transparent and Open to Critical Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 CORE FINDING: TECHNOLOGY ENABLES IMPROVED CUSTOMER SERVICE DELIVERY . . . .18 Tactic: Implement, Train, and Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Tactic: Use Collaborative Technology to Share Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Tactic: Use Technology to Improve Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 CORE FINDING: IDENTIFY AND REPLICATE BEST PRACTICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20 Best Practice: Design With the Customer In Mind . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Best Practice: View Customer Service in Context of the Mission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Best Practice: Share Resources Across the Agency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Best Practice: Tie Customer Service to Open Government . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 Best Practice: Consider Lessons Learned from the Private Sector . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 IN FOCUS: NEW YORK CITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 GOVLOOP RESOURCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 ABOUT ORACLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 ACKNOWLEDGEMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 ABOUT THE AUTHOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 2
  • 3. A RESEARCH REPORT FROM GOVLOOP AND ORACLE 2
  • 4. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT ABOUT GOVLOOP Our mission is to “connect government to improve government.” We aim to inspire public sector professionals by serving as the knowledge network for government. GovLoop connects more than 55,000 mem- bers, fostering cross-government collaboration, solving common prob- lems and advancing government careers. The GovLoop community has been widely recognized across multiple sectors as a core resource for information sharing among public sector professionals. GovLoop members come from across the public sector; including federal, state, and local public servants, industry experts, as well as non-profit, association and academic partners. In brief, Gov- Loop is the leading online source for addressing public sector issues. In addition to being an online community, GovLoop works with gov- ernment experts and top industry partners to produce valuable resourc- es and tools, such as guides, infographics, online training, educational events, and a daily podcast with Chris Dorobek, all to help public sector professionals do their jobs better. GovLoop also promotes public service success stories in popular news sources like the Washington Post, Huffington Post, Government Tech- nology, and other industry publications. Thank you to our sponsor, Or- acle, for sponsoring the Re-Imagining Government Customer Service Report. GovLoop is headquartered in Washington D.C., where a team of dedi- cated professionals share a common commitment to connect and im- prove government. GovLoop 734 15th St NW, Suite 500 Washington, DC 20005 Phone: (202) 407-7421 Fax: (202) 407-7501 4
  • 5. A RESEARCH REPORT FROM GOVLOOP AND ORACLE FOREWARD We have all had one: a great customer experience. It is that feeling of being satisfied, with a sense that a company or agency respects you, is listening to you, and is going to meet your expectations, from your first contact through the entire experience. Great customer experiences are full of surprising “wow” moments. The customer experience is the sum of all interactions for goods and ser- vices over the duration of a customer’s relationship with the government or suppliers. Our private sector experiences have dictated our expecta- tions of what level of service we want and expect to receive in our inter- actions with government. The question now becomes, how do govern- ment organizations create “wow” moments that maximize the customer experience? This is particularly true when competition is minimized and culture is difficult to influence. SCOTT FRENDT Vice President It is possible to deliver optimal customer satisfaction to the citizenry Public Sector CRM Solutions every day, and many organizations are already receiving rave reviews Oracle for their efforts. However, customer service requires a commitment to delighting customers and making it a priority within the agency. Public sector entities need to commit to consistently providing customers with the information and services they need, when they need it. Re-imagining Government Customer Service is a practical guide re- vealing real world successes for improved customer service in the pub- lic sector. The report suggests solutions that disclose the opportunity for government organizations to become more transparent, improve responsiveness, and enhance interactions to maximize the customer ex- perience. Organizations delivering superior customer experience are tapping into a core aspect of their mission- to service and fulfill the needs of the public and nation. Your opportunity to do the same begins right now. 5
  • 6. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT EXECUTIVE SUMMARY Nearly one year ago, President Barack Obama issued customer service is delivered. Our research report also Executive Order 13571 “Streamlining Service Deliv- includes insights for state and local organizations, in- ery and Improving Customer Service.” The Execu- cluding a case study from New York City. The case tive Order states, “With advances in technology and study highlights procedures and steps the city has service delivery systems in other sectors, the public’s made to improve customer service, which can be ad- expectations of the Government have continued to opted by governments at any level. rise. The Government must keep pace with and even exceed those expectations. Government must also This research briefing includes data from an online address the need to improve its services, not only to survey of 138 participants, interviews with eleven individuals, but also to private and Governmental en- government employees, and a roundtable discussion, tities to which the agency directly provides significant held on May 15, 2012 in Washington, DC. In collab- services.” With this order, President Obama created oration with Oracle, we created this report to provide a far-reaching directive that made customer service a insights and recommendations to government em- priority for the federal government. With improve- ployees and organizations focused on optimizing cus- ments to customer service in the private sector, citi- tomer service for employees, citizens and other stake- zens have heightened expectations as to how services holders. Throughout this report we identify common should be delivered by government. challenges and provide best practices to help you and your organization better serve your customers. Executive Order 13571 identifies some of the chal- lenges for federal government customer service. Our The research reveals five core findings that are fea- research report explores some of these challenges and tured in the report’s five sections. Each topic provides reveals that customer service in government is multi- tactics and best practices to help agencies identify and faceted and serves a diverse set of customers that may address customer service objectives. be program specific, cross over channels and encom- pass both external and internal customers. Core Finding 1: Government is Challenged to Identify Customers This is not solely a federal issue, at all levels of govern- One of our findings was the difficulty agencies often ment, organizations are challenged to improve how face in defining their customers. Many interviews re- 6
  • 7. A RESEARCH REPORT FROM GOVLOOP AND ORACLE vealed that it is difficult to define proving customer service. This sec- prove customer service. This section customers at the agency level, but tion explored some of the cultural provides additional lessons learned instead it is best to consider cus- challenges found in our research and insights beyond the core areas tomers by individual programs. study. addressed in the report. There are five lessons learned identified in this Core Finding 2: Challenges Exist Core Finding 4: Technology section: in Using Customer Service Data Enables Improved Customer A second area explored was how Service Delivery Design With the Customer In agencies can use customer service Mind Technology was found to be one data to improve customer service. View Customer Service in solution to help enable improved Our findings show that many agen- Context of the Mission customer service. Although tech- cies struggle with data collection Share Resources Across the nology was mentioned as critical and have a limited understanding Agency to improved customer service, con- how to analyze and manage data to Tie Customer Service to Open cerns remained related to training optimize customer service. Government and implementation of technology Consider Lessons Learned within an agency. from the Private Sector Core Finding 3: Organizational Hurdles Remain for Improved Core Finding 5: Identify and The findings in this report could Customer Service Replicate Best Practices not have been accomplished with- Organizational and cultural issues The final section identifies best out the support of our interviewees, were mentioned as a barrier to im- practices to help government im- survey participants, roundtable at- tendees and the sponsor for this re- RESEARCH REPORT INTERVIEWEES port, Oracle. GovLoop would like to thank all those who participated ARIANNE GALLAGHER in the online survey, and extend a Presidential Management Fellow, Policy Analyst, Office of Personnel Management special thank you to all of our inter- BENJAMIN JONES viewees for their insights for report Deputy Director of the Mayor’s Office of Operation, New York City and the panelists who participated BRACK BOEHLER Director, IT Compliance, Department of Transportation in the roundtable discussion. BRUCE PEACOCK Chief, Environmental Quality Division, Nat’l Parks Service, Department of the Interior CANDI HARRISON Former Web Manager, Housing and Urban Development GOVLOOP DISCUSSION ROUNDTABLE: DAN MORGAN RE–IMAGINING GOVERNMENT Phase One Consulting Group, currently on contract supporting Office of the CIO, U.S. Department of Transportation CUSTOMER SERVICE PANELISTS DENNIS ALVORD Executive Director, BusinessUSA ABRAHAM MARINEZ Customer Engagement Advisor, Department of Education E.J. (“NED”) HOLLAND, JR. Assistant Secretary for Administration, Department of Health and Human Services BRUCE MARSH Director, USPS Office of Inspector General’s Risk Analysis Research Center (RARC) ELIZABETH WEINSTEIN Director of the Mayor’s Office of Operation, New York City JOEY HUTCHERSON Deputy Director of Open Government, Department of Commerce FRANCISCO NAVARRO Customer Service Advisor, Mayor’s Office of Operations, New York City SCOTT FRENDT Vice President, Public Sector CRM Solutions, Oracle JON FOLEY Director, Planning & Policy Analysis, Office of Personnel Management 7
  • 8. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT SUMMARY OF ONLINE SURVEY FINDINGS This section provides an overview from our online veyGizmo. The survey included government employ- survey and key findings. Throughout the report we ees from federal (46%), local (30%), and state (24%) have further identified results from our survey. The levels of government. survey was conducted between April 9 and May 14, 2012, and had a total of 138 participants. The sur- Using a scale of 1-5, with 5 as “Extremely Satisfied” vey participants were recruited from the GovLoop and 1 as “Not Satisfied,” survey participants were community. The service used for the survey was Sur- asked to rank how well their agency provides cus- NOT APPLICABLE: 1% What Level of How Would You ON % Government Rate Your : 11 E: 5 VE FI % do you Agency’s TWO : 15% work for? Customer THR LOCA EE: L 30% Service? 34% STAT E 24 (scale from 1 - 5 % 5 = extremely satisfied AL 46% 1 = not satisfied) FOU R: 3 FEDER 4% 8
  • 9. A RESEARCH REPORT FROM GOVLOOP AND ORACLE tomer service. The majority of re- efficiently do what we are called to tions that apply. The top response spondents selected a 3 or 4 at 34%, do for the citizens of state/country.” was improved services (70%), fol- followed by 2 (15%), 5 (11%) and Another respondent stated, “Ex- lowed by friendliness to customers 1 (1%). cellent customer service is what all (51%), shortest time to provide citizens deserve. They are paying us information (48%), shortest time The survey also explored what the to help provide services that don’t to resolve complaint (44%) and greatest benefit to providing cus- make sense for individuals to do or decreasing customer complaints tomer service is for government. that need to be done collectively.” (39%). Participants were also of- The survey respondents identified Finally, a third participant stated, fered an “Other” option. Survey re- that the greatest benefit to provid- “Education of the public in their spondents stated, “Creating a stel- ing customer service is improving right to know.” lar experience from start to finish,” government trust (50%) followed “Delivering an engaging service by improving government account- When asked, “How do you define that delivers to agreed timeframes ability (26%), improving trans- good customer service?,” survey re- and specifications,” “Ongoing com- parency (7%) and the remaining spondents were presented with six munication to follow up on com- 17% of responders identified other options and asked to check all op- plaints and to share information,” benefits. In the “Other” category, survey respondents mentioned ef- How Do You Define Good Customer Service? (Check all ficiency and one survey respondent that apply) stated that the greatest benefit to providing customer services is, “to SHORTEST TIME What Do You Believe is the Greatest Benefit of 44% TO RESOLVE COMPLAINT Excellent Customer Service in Government? 48% SHORTEST TIME TO PROVIDE INFORMATION IMPROVES 50% CUSTOMER TRUST FRIENDLINESS TO 51% CUSTOMERS IMPROVES 27% ACCOUNTABILITY IN GOVERNMENT DECREASING CUSTOMER 39% COMPLAINTS IMPROVES TRANSPARENCY 7% IN GOVERNMENT IMPROVED SERVICES 70% 17% OTHER 25% OTHER 9
  • 10. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT and “Understanding Customers.” to review the case in question.” Asector agency or department. The final comment shared was, “If moresurvey found staffing to be the key Another question that revealed information is needed, the Depart-barrier (39%), a lack of organiza- interesting findings was asking if ment will contact the customer viational support (32%), technology survey participants had a defined telephone/e-mail/regular mail to (19%) and budgetary restrictions process to re-engage with a cus- request the additional information(17%). There were 32.3% of re- tomer if a complaint is not resolvedto assist with the complaint. If the sponders that listed “Other” and or if more information is needed. customer is not satisfied with thespecified a variety of barriers to im- The survey found that 56% had a resolution, then we try to addressproved customer service. Some ad- defined process and 44% did not their concerns to achieve a positive ditional input included road blocks have a process to re-engage. Par- resolution.” such as “Data, insufficient data ticipants responded by stating, “We across channels to formulate proper stick with it until it’s resolved. If The survey also explored the com- business cases,” and “Knowledge of the resident is not happy with the mon roadblocks to implementing Customer Service.” resolution, we have an independent customer service within a public ombudsman’s office that can inves- tigate.” Another respondent stated, What is the Largest Roadblock You “Sometimes it isn’t that the com- Have Seen to Improving Customer Ser- plaint is not resolved, it is that the customer does not like the resolu- vice Within Your Agency/Department? tion. We will continue to answer questions regarding the decision and we will offer another channel 17% BUDGETARY (a supervisor or another specialist) Do You Have a Process to 39% STAFFING Re-Engage with a Customer if a Complaint is Not Resolved or More information is Needed? 19% TECHNOLOGY LACK OF 32% ORGANIZATIONAL SUPPORT NO 45% OTHER 32% % YES 55 10
  • 11. A RESEARCH REPORT FROM GOVLOOP AND ORACLE CORE FINDING Government is Challenged To Identify Customers Tactics: Develop Strategies to Identify Your Customer Use Multiple Channels to Reach Customers Through the government employee interviews, we grated customer service approach across the agency. found that identifying and defining agency customers Many of our interviewees mentioned that customer is a core challenge for organizations. Customer service service functions in a decentralized structure within was ultimately defined between external and internal their agency. Additionally, some functions of the stakeholders. The kind of customer the agency serves agency work to help internal customers and others will truly impact the kind of service provided. Jon function to serve external customers. Again, Foley Foley from the Office of Personnel and Management stated, “Our customer is also federal employees or (OPM) stated, “Our customers are varied. And it re- federal agencies, or retirees, and their families when ally depends on what people are interested in. At one we talk about health services, annuity services, those level our customers are the American public, and that kinds of things that have a direct impact on federal comes out in various ways, but probably most directly employees and their families. And so we tend to re- to job applications and people looking for work in late to them a lot. We also work a lot in tandem with the federal government. And so USA Jobs is one of agencies, because, we have a somewhat decentralized our most prominent ways of reaching the American way of handling HR matters in the federal govern- public.” ment, and so while we are the policy-setting agency, a lot of the operations and delivery is done by each With OPM focusing on such a wide variety of cus- of the federal agencies. So, there’s a lot of interaction tomers, the challenge becomes how to have an inte- with them as well.” 11
  • 12. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT customers. Brack states, “Some de- entity,” stated Dan Morgan, from Clearly, for agencies to improve how partments, for instance NHTSA PhaseOne Consulting Group. Mor- customer service is delivered, they (National Highway Traffic and Se- gan indicated that with direct ser- will have to start by defining which curity Administration) deals with vice agencies, there are clear metrics set of customers they are serving. consumers. Others like FMCSA that can be tracked, and the impact Ned Holland, Assistant Secretary (Federal Motor Carrier Safety Ad- of customer service initiatives can for Administration, Department of ministration) deals with small busi- be measured. Morgan also noted Health and Human Services, also nesses. For example, they’re engag- that, “It’s hard to calibrate customer offered a great example of how he ing and interacting with truckers service for regulating agencies.” views his internal customers, and and motor coach (bus) companies. how they will ultimately serve exter- Many of our other Administrations Tactic: Develop Strategies to nal customers. Holland states, “For deal primarily with state and local Identify Your Customer the most part, my office doesn’t deal governments, granting huge blocks The key lesson learned is that iden- with our external customers. My of money out to build bridges or tifying customers is foundational to role is to provide support for the airport runways or different things improving customer service in gov- department’s internal customers, like that. So they each have to look ernment. Agencies need to think who provide support for our exter- at their own stuff, they each have to critically about whether their cus- nal customers. So I’m essentially figure out what their customer base tomer is internal, external or both, the Chief Administrative Officer of is, and they all have to deal with and then craft a policy that identi- the department. My staff supports them differently.” Clearly, in order fies how to best serve their custom- the folks who provide services to to provide great customer service, ers’ needs. our beneficiaries. I have made a agencies need to focus on defining major effort in the area of customer the program’s specific customer, Morgan identified, “No one is real- service internally.” identifying strategies to improve, ly the customer of the government; and then effectively sharing infor- they are a customer of a program.” The concept of a decentralized sys- mation across the agency. He then presented a challenge for tem and serving both external and federal agencies, “One of the things internal customers also occurs at A distinction that became clear dur- that we don’t know is whether or not the Department of Transportation. ing the interviews is the difference people are customers of multiple Brack Boehler, Director, IT Com- between a regulating agency and a programs.” As previously identified, pliance, Department of Transpor- service-oriented agency, and specifi- agencies debated what constitutes a tation, explains, “We don’t have acally the way they view their cus- federal government customer, and centralized customer service organi- tomers. Similar to the differences how to best serve their needs. As we zation here at the Department. So,between internal and external cus- have found that customers tend to that’s a huge problem that we have. tomers, regulatory and service agen- be from the program, and not the Because it really comes down to cies will define customer service in federal government, a clear idea of each one of the operating adminis-different ways. “Agencies that are whom the program is serving is es- trations, each has to take a step back providing benefits tend to put more sential to improving customer ser- and look at their initiatives.” clear emphasis on customer service, vice. so IRS, Social Security, those kind of Brack shared similar comments as agencies tend to use their data more Foley also ascertained that identify- other government officials inter- efficiently. But regulating agencies ing your customer is one of the most viewed, that within the Depart- have customers too, and need to be basic starting points for improv- ment of Transportation the agency careful when thinking about how ing customer service. Foley states, serves both internal and external to serve customers as a regulating “The first and most basic thing is 12
  • 13. A RESEARCH REPORT FROM GOVLOOP AND ORACLE What kind of CHannels Can trying to understand who your Customers Use in Your Customer customer is; it sort of flows from Tactic: Use Multiple Channels to there. Who they are, and then how Reach Customers Service Initiatives? (Check All you can support them, and what Since government serves a diverse that Apply) are the different ways that you can set of customers, one recommenda- support them. So, it’s really doing tion is for agencies to offer informa- your homework in advance to try tion and services across multiple 83% WEBSITE to understand who you’re serving communication channels. Survey and, how you can best serve them, participants and interviewees are before you spend a lot of money de- using numerous channels to en- 45% SOCIAL MEDIA veloping the process.” gage with customers. Foley stated, “I think one of the things is that IN-PERSON CENTERS There is a clear distinction within there are various ways of respond- 63% government between external and ing to customers, and listening to internal customers. When devel- customers. And one of the things is CALL CENTERS oping a new service or process, for to just keep current with the infor- 67% internal or external customers, the mation systems in place. Facebook agency needs to be cognizant of de- and Twitter were not something we PAPER FORMS veloping a strategy that integrates engaged in a year ago. That was a 59% all stakeholders. If this does not shift in thinking here.” happen, the agency risks building itself into a silo, and creating an en- 31% OTHER vironment absent of collaboration. IDENTIFY On May 15, GovLoop hosted an event specifically addressing how agencies can Re-Imagine Government Customer Service; this was part of the “GovLoop Conversations” series. GovLoop conversations events have a unique format that encourages participation from attendees. This event was sponsored by Oracle. Our experts sit at tables among attendees and serve as facilitators to a larger discussion. The speakers for the event were: JOEY HUTCHERSON, Deputy Director of Open Government, Office of the Secretary, Department of Commerce ABRAHAM MARINEZ, Customer Engagement Advisor, Department of Education BRUCE MARSH, Director, Office of Inspector General Risk Analysis Research Center, USPS SCOTT FRENDT , Vice President, Public Sector CRM Solutions, Oracle CHRIS DOROBEK, Moderator There were 10 key findings from the event, and throughout the guide we will identify all ten. The first finding was Identify Your Cus- tomer. There was an interesting conversation that identified the difference between internal and external agency customers. Participants commented in order to provide improved customer service; agency leaders need to distinguish between their internal and external customers. 13
  • 14. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT CORE FINDING Challenges Exist IN Using Customer Service Data Tactics: Consolidate Data Silos Identify Metrics that are Performance Drivers Develop Customer Service Standards and Metrics for Agency Many of the interviewees noted that they conducted experience, from the facilities, through the ranger led surveys as a tool to measure their customer service ini- programs.” tiatives. Dan Morgan believes, “There is a minimum amount of data that agencies need to collect to op- Although agencies collect data, agencies are chal- timize customer service.” Along with collecting this lenged with using data to make informed decisions. data, Dan believes it is critically important to share The research finds that the use of data for improved the information across the agency. customer service is complicated and compounded by a variety of factors. As many agencies are serving Bruce Peacock provided some insights as to how multiple customers, finding the right data to improve customer surveys are used within the National Park decisions is a challenge. Morgan also identified that System, “One of the things that we’re keen on here for an agency focused on regulation, it is very difficult in the National Park Service, is actually finding out to measure impact. Further, with limited standards what our visitors think of our parks and so we have a for customer service metrics, there is confusion to customer satisfaction survey that we conduct in most understanding the data and what value it represents. of the parks. Some of the parks are not very ame- Without a clear set of standards for customer service, nable to surveying. Every year, we survey roughly 330 an agency will continue to struggle with how data is parks, and we ask about all different aspects of their being used within the agency. 14
  • 15. A RESEARCH REPORT FROM GOVLOOP AND ORACLE Although there are challenges with prove customer service initiatives. for results. Agencies should work managing and analyzing customer to centralize their customer service data to make informed decisions, Tactic: Consolidate Data Silos data and work towards standard- the research did produce some best Managing data is challenging izing their metrics agency wide to practices and recommendations to enough, but when data rests in si- measure customer service. help organizations use customer los and across the agency, data be- service data to gain insights to im- comes nearly impossible to mine Tactic: Identify Metrics That are Performance Drivers Another core challenge for data is Are You Using Data Collected to Make Informed Decisions to identifying the right metrics for the Improve Customer Service Efforts? performance measures the agency has defined. Agencies need to im- prove what their core performance YES - AS NEEDED BASED ON drivers are for customer service, and 29% FEEDBACK RECEIVED appropriately identify metrics. Tactic: Develop Customer Ser- vice Standards and Metrics for YES - QUARTERLY 6% Agency A final data challenge is to develop common customer service stan- dards and metrics for an agency. There remains confusion on how 7% YES - MONTHLY to leverage metrics to adequately evaluate customer service initia- tives. With stronger customer ser- vice standards, agencies can work to improve their own metrics. DATA COLLECTION IS LIMITED - 39% NOT USED TO IMPROVE DECISION MAKING OTHER 19% DATA A finding from the GovLoop Conservation, Re-Imagining Government Customer Service was to understand Customer Service Data and how data can help improve customer service. Data and analytics were touched on this morning, and the need for data to be used to help improve how agencies are making decisions based on customer service. 15
  • 16. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT CORE FINDING Cultural Hurdles Remain For ImprovING Customer Service Tactics: Find a champion Work on Identifying Business Case Learn to Navigate Organizational Culture Be transparent and Open to Critical Feedback Many of our interviewees mentioned that there are Government and Government 2.0 movements have still significant cultural barriers to improving customer also impacted customer service in government. Simi- service within government. Brack Boehler stated, “As lar to the Executive Order 13571, President Obama’s much as anything, it’s a cultural issue. People don’t memorandum to mandate government to become perceive the Department of Transportation as being more transparent, collaborative and participatory has customer focused. They perceive us as an Agency that had a long reaching impact for federal agencies. provides blocks of money for people to do things.” Although there has been a movement to make gov- Candi Harrison mentioned that one challenge to re- ernment more transparent, participatory and collab- moving cultural barriers is that government functions orative, cultural barriers to impact customer service within silos, “Throughout the federal government, we still exist, Survey participants indicated, “Manage- operate in silos. And sometimes even within agencies. ment believes this is the way we have always done it.” We need to break down those silos and start looking “We’ve always done it this way.” Ned Holland assert- at government from the customer’s point of view.” ed that he has encountered cultural barriers, stating, “People tell me all the time, Mr. Holland, you don’t With Executive Order 13571 from President Obama, understand; this is the government. And I say, no, agencies have been forced to make changes on how you don’t understand. This is just another big com- they traditionally view customer service. The Open plex human organization and they all have the same 16
  • 17. A RESEARCH REPORT FROM GOVLOOP AND ORACLE kinds of problems.” To receive management support of data collection, how information customer service initiatives, leaders is used, and putting the customer Across all sectors, changing cul- need to see the new business value first. Further, administrators of ture is challenging. It is not easy to created by improved customer ser- customer service initiatives should change the mind set or norms of an vice, and how the old model is anti- be open to feedback. Being open organization. The study found four quated and needs to be replaced or to feedback is critical for improved key findings as ways public sector modified. customer service, and using the organizations can work towards re- feedback constructively to improve moving cultural roadblocks. Tactic: Learn to Navigate Organi- services provided to customers. zational Culture Tactic: Find a Champion Many of the interviewees who had Interviews and roundtable par- success improving customer service ticipants stressed the need to iden- initiatives was due to their ability to tify customer service “champions” carefully trend along political lines within the agency to push improved and balance contradicting interests. customer service initiatives. These Being too assertive in views and people are critical to helping orga- not paying attention to the cultural nizations improve customer service, environment can be damaging to and can serve as a way to build up working towards improved custom- support for new initiatives and help er service initiatives. work through cultural barriers. Tactic: Be Transparent and Open Tactic: Work on Identifying Busi- to Critical Feedback ness Case Transparency is an essential tactic Identifying the business case is criti- for improving customer service. cal to improved customer service. This means openness in regards to CULTURE OF CUSTOMER SERVICE A crucial finding from the GovLoop Conservation, Re-Imagining Government Customer Service was to Develop a Culture of Cus- tomer Service. Culture was touched on a few times throughout the discussion. One of the themes was agencies need to “develop a culture of customer service.” This was a fascinating discussion, but agencies need to have support from all levels within the agency to improve how customer service is delivered in government. 17
  • 18. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT CORE FINDING Technology Enables Improved Customer Service Delivery Tactics: Implement, Train, and Staff Use Collaborative Technology to Share Information Use Technology to Improve Data Management Technology is a critical component to improving thing that technology is really going to help us with is how agencies can deliver improved customer service. providing that direct link to the customer, having that Although technology is imperative to improved and opportunity for customers to have better access to us, optimized customer service processes, technology and to communicate to us about our programs and does have a set of unique challenges to implement ef- about the different ways that we serve them.” Arianne ficiently within an agency. Dennis Alvord, Executive reiterated that the improved use of technology helps Director, BusinessUSA, stated, “Frankly, technology facilitate a better relationship between government has been critically important to helping us to achieve and citizens. better outcomes, including increasing awareness, and certainly increasing accessibility of resources.” In ad- In order to fully leverage the potential of technology dition, Holland mentioned, “We couldn’t do what we for improved customer service, it is important to re- do without technology.” member that technology is only a tool to enable im- proved customer experiences. Alvord described this Arianne Gallagher, Presidential Management Fel- lesson learned, “It’s definitely not all about technol- low, Policy Analyst, Office of Personnel Management ogy. Technology is really the tool that can help us to noted, “There is a lot of new technology coming out, achieve greater outcomes. For example, connecting with a lot of new opportunities. I think the main to the best program resource is great, but if the busi- 18
  • 19. A RESEARCH REPORT FROM GOVLOOP AND ORACLE ness or individual then gets to that to be a very strong human aspect to agency. resource and they have a really bad making sure that we’re delivering an customer service experience because improved customer experience.” Tactic: Use Technology to Im- they weren’t prepared to handle the prove Data Management inquiry or they just didn’t have the Tactic: Implement, Train, and The third finding is that data man- right customer outlook; then while Staff agement is critical, and agencies of- we won the battle, we got them to Technology facilitates improved ten have large volumes of data that the right resource in a streamlined customer service, but there is an they are unsure how to use and to and efficient manner, we lost the enormous amount of planning and drive decisions from the data. Tech- war, because we didn’t provide good preparation that allows technology nology can help with the data man- customer service.” to work as intended. In order to agement and drive efficiencies and fully leverage technology, agencies optimize services through improved Alvord said that at BusinessUSA the need to implement, train and prop- use of data. goal is to not only be efficient with erly staff to fully leverage new and the use of new technology, but also emerging technology. As we have to provide a value added service, mentioned, technology will enable “We hope that we’re also improving agencies to improve customer ser- the efficiency and the effectiveness vice delivery, but agencies need to of program delivery, not just get- focus on the correct strategy, staff ting them in a streamlined manner accordingly and train end users how to the resources that they need, but to use the new technology. offering them complementary and value added services.” Tactic: Use Collaborative Tech- Dennis was clear to mention that nology to Share Information technology offers various oppor- Another finding is the need for col- tunities, but is only one element laborative technology to efficiently to improving customer service in share information. This could mean government. “Technology offers sharing everything from data, poli- us some wonderful opportunities, cies and best practices across the but it’s not the end all, be all of cus- agency, all in order to facilitate the tomer service. There’s always going sharing of knowledge across the TRAIN Providing training was another finding from the GovLoop Conservation, Re-Imagining Government Customer Service. Another result was a great discussion on how training has been used to improve customer service within government. Participants provided a few examples how they have required training for employees and they are considering using customers service as part of their performance evaluations. 19
  • 20. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT CORE FINDING IdentifY & REPLICATE Best Practices Best Practices: Design with The Customer in Mind View Customer Service in Context of The Mission Share Resources Across THE Agency Tie Customer Service to Open Government Consider Lessons Learned from the Private Sector This section identifies five best practices to help agen- Alvord also suggested that communication with cus- cies to improve how they deliver customer service. tomers cannot stop and that communication with key stakeholders is critical to the entire process. “You have Best Practice: Design With the Customer in Mind to continually engage customers, in an active feed- One of the keys to improved customer service is to back loop, so you’re designing, testing, gaining their design with the customer in mind. Alvord reminded feedback, and adjusting to accommodate customer us that this process should start from the very begin- needs.” ning. Alvord stated, “I think quite often, with the best of intentions, we embark on efforts to fix some- Listening to customers throughout the entire cus- thing without truly understanding what the custom- tomer experience is critical. Candi Harrison stated, er wants, or what the customer needs are. It is very “Great communication makes customer service bet- important at the front end to start by understanding ter. It’s sharing, getting to know and understand your who your customers are, and then designing your so- customer. I think a lot of it can happen at the grass- lution to meet the needs that they’ve expressed.” roots level. It’s about thinking about the customer first, asking questions such as, what have I done to- 20
  • 21. A RESEARCH REPORT FROM GOVLOOP AND ORACLE LISTEN aware of the customers they serve, how multifaceted each department might be, and develop standards An imperative finding from the GovLoop Conservation, Re-Imagining Government for departments throughout the Customer Service was to Listen to Customers. The discussion included advice to be agency to follow. “It really has to sure you are listening to customers and incorporating their feedback to improve customer come from the highest levels of the service. This involves having a two-way discussion with the customer. department, and needs to be viewed in the context of the mission,” states Dan Morgan. day? Did I answer the phone a little really make customer service a per- Best Practice: Share Resources bit more pleasantly? Did I respond sonal responsibility of every single to that email a little more pleasant- government worker.” Across the Agency ly? What have I done to help you Throughout the interviews we get better service?” found a decentralized approach to Best Practice: View Customer customer service. This was predom- Service in Context of the Mis- inately due to different agencies Candi also asserted the importance sion serving different customers within of face-to-face communication and Agencies need to understand the the agency. In order to improve talking with the agency’s core cus- business case and value of improved customer service in government, tomers. Candi mentioned, “You got customer service for the agency. Jon agencies need to find ways to im- to get out of your office. You got Foley stated, “Really understand the prove how they share resources. To to get out and find out what those business case first, and business pro- improve customer service, the focus field people are talking about, what cess first and using the technology should be on the best practices and your customers are saying. You got to support those aims, rather than trends in customer service. Agencies to go where they are and listen to the other way around. That is a les- will have to invest the time to ap- them and talk to customers face-to- son we have learned with a lot of ply these trends and best practices face.” the information systems we have.” to multiple kinds of customers in a Designing with the customer in decentralized setting. By sharing in- For customer service to improve formation across agencies, although mind is critical as new services are within government, there needs to customers may be different, agency released. Arianne Gallagher men- be support from the most senior leads can learn, apply and modify tions how important it is to always levels of the agency. This involves strategies from colleagues through- remember the human element. tying customer service into the core out the agency to improve their cus- Arianne notes the importance of mission of the agency. It also means tomer service initiatives. bringing a human element into that agency leaders need to be customer service, “It is important to bring that human aspect back into some of the work that they’re doing. And I think it provides a lot of motivation to know that there is a real person behind a retirement BUDGET application, or that there’s a real ap- A key finding from the GovLoop Conservation, Re-Imagining Government Customer Service was budget constraints. Budget constraints have been one of the most pressing plicant behind a USA Jobs profile.” themes across government - the charge of doing more with less and working to improve Candi Harrison expressed similar customer service. Throughout the event, open government came up and the connection sentiments, stating, “You need to between customer service and open government initiatives became clear. 21
  • 22. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT Dan Morgan stated why there is a tiatives are tied to open government grams and initiatives within their need to share information across programs. Brack Boehler stated, agency to improve customer service the agency, “We need to understand “For us, we were trying to make our in government. cost across each channel, channels data sets available to the public, so need to talk to each other, so gov- that entrepreneurs can go out and Best Practice: Consider Lessons ernment can optimize across chan- say what could we do with this in- Learned from the Private Sector nels and know where and how to formation.” Dan Morgan further Ned Holland expressed that there move people to lower-cost, higher- stated, “One of the things that we are lessons learned from the pri- service channels effectively.” recognized very early is that we see vate sector, Holland stated, “I don’t a very strong connection between think you can run government like The survey also provided some ways open government and customer a business, because it has very dif- that agencies could improve cus- service.” ferent objectives. But you can run tomer service. 70% believed that in- government in a business-like fash- creased collaboration is one way to Morgan also reminded that, like ion. There is a subtle difference, improve customer service, followed open government, customer service but it’s an important one.” Holland by 45% increased staffing, 41% in- does not involve just one solution, continued to express the difference creased customer service channels, stating, “It’s not just about being between providing a return on in- 28% increased funding and 32% open or just about APIs, it is about vestment and a return to service, responded with “Other.” Some of the whole stack in the context of the “In the private sector where your the responses included, “Customer mission. Open Government doesn’t ultimate outcome is, if you will, Service standards and staff training. work well without some kind of the bottom line, you have to pro- At present neither exist,” “Consoli- context, or else it is just dumping duce a return on the shareholder dating/making channels seamless data onto the Internet.” Dan con- investment so you can return that because many/most customers use tinues, “You take the open govern- investment to them, that is a differ- multiple channels; and the biggest ment approach to fulfilling that ent thing than in the public sector one of all: valuing great customer mission need, put it in the context where what you have to do is return service as a top agency goal,” and of the citizen, and figure out the a service to the taxpayers. It’s mea- “Better guidelines, more policies technology and the channel to de- sured differently, it’s thought of dif- that show the importance of cus- liver that service most effectively.” ferently, but the processes of getting tomer service.” to those two things are surprisingly The same goals of government be- similar.” Best Practice: Tie Customer coming more transparent, partici- Service to Open Government patory and collaborative can be ap- Dennis Alvord also highlighted plied in a customer service context. that there has been much innova- Initiatives Agencies should look to see how tion from the private sector, and In many cases, customer service ini- they could leverage existing pro- new technology can help enable THINK OUTSIDE THE BOX Another lesson learned from the GovLoop Conservation, Re-Imagining Government Customer Service was to Think Outside the Box. Many participants and our speakers identified that in order to improve customer service in government, agencies will need to think creatively how they are providing services. There is no easy or quick fix, and things can change very quickly. 22
  • 23. A RESEARCH REPORT FROM GOVLOOP AND ORACLE COMPETITION Competition was also mentioned during the GovLoop Conservation, Re-Imagining Government Customer Service. One interesting insight was how there is little competition in the federal government in how they deliver customer service. Without a clear competitor, it is important to tie customer service to a business objective and tie into the mission of the agency. improved customer service in the where you can actually do things system, the idea of personalizing public sector. “I think there are that are more transactional, and and preserving a user profile would tremendous opportunities for the they’re providing a greater level of be an enormous benefit for custom- public sector to leverage some in- value to customers.” er service initiatives. Sites like Ama- novations that have occurred in zon.com and Zappos.com do a fan- the private sector to provide greater Dennis Alvord also noted that the tastic job of recommending similar levels of customer service.” Dennis use of personalization is one im- products and services for customers continues by stating, “I think the portant strategy in the private sec- to store and potentially purchase customer service space has evolved tor that can be implemented within items at a later time. These kinds very rapidly over the last few years. government, “In the private sector, of innovations should be replicated We are now seeing static flat web- the aim may be monetary and it within government. sites evolving into service portals, may be selling something. We have different objectives in the public sector, but can still benefit What Are Ways/Opportunities For Your from some of the tools that Organization To Improve Customer Ser- the private sector uses. One vice? (Check all that Apply) example of that would be something like personaliza- tion.” INCREASED 28% FUNDING The idea of personalization is intriguing, as personaliza- tion can possibly be imple- mented within government. 45% INCREASED STAFFING Dennis states, “On many websites you come to now, INCREASED you establish a login, and a 41% CUSTOMER SERVICE CHANNELS user account of some kind, and you’d be able to preserve your history of transactions INCREASED COLLABORATION with that agency. And also 69% ACROSS AGENCY get referred in a very effec- tive manner to additional OTHER complementary solutions.” 32% With the challenges of a de- centralized customer service 23
  • 24. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT IN FOCUS New York City As part of our research study, GovLoop sought to in- walk-in center inspections, terview not only federal agency leads, but also those Provide plain language edits for rules issued by involved in customer service at the local level. Fran- City agencies, cisco Navarro, Customer Service Policy Advisor, New Market and help oversee Customer Service Cer- York City, agreed to sit down with us and talk through tificate Program, and his role as Customer Service Policy Advisor. Provide input, guidance, and analysis for other customer service related programs and projects. In a city as large as New York City, providing great customer service is no easy task. Navarro listed his Undoubtedly, Navarrro has his hands full to provide a core responsibilities as: great customer experience in New York City. Coordinate participation of thirty agencies in Navarro described the City of New York customers: New York City’s Customer Service Week, “Our customers are anyone who lives in, works in or Edit, publish and distribute a quarterly custom- visits New York City.” Navarro highlighted dozens of er service newsletter, initiatives that the City of New York has undertaken Oversee the Citywide Excellence in Customer to improve customer service in government. One ini- Service Awards, tiative that is unique to New York is how the City Provide guidance and leadership for citywide conducts citywide inspections of walk in facilities; this 24
  • 25. A RESEARCH REPORT FROM GOVLOOP AND ORACLE SHARE A critical finding from the GovLoop Conservation, Re-Imagining Government Customer Service was to Share Resources. Another finding from the event was the importance of sharing information across the agency, sharing best practices and working across govern- ment to improve customer service. initiative is called Customers Ob- stating, “The CORE inspection New York City’s customer service serving and Reporting Experiences program has resulted in improve- approach is that NYC requires all (CORE). Navarro stated, “I believe ments in the conditions at walk- agencies to survey customers at least our City is unique in conducting in centers. Also, City agency staff once a year. Navarro stated, “We do citywide inspections of walk-in fa- looks forward to Customer Service require that all agencies survey their cilities via the CORE program. Our Week and the Excellence in Cus- customers at least once a year and inspectors visit approximately 300 tomer Service Awards that are given report the total number of custom- walk-in centers at 28 different agen- during that week. This week has ers surveyed. Agencies now report cies located throughout the City’s become a highlight for many agen- on their surveying activities via five boroughs, and observe and rate cies and their staff.” the Citywide Performance System. facility conditions and customer (The results can be found here.)” service. Inspectors visit sites that With great customer service ini- provide a wide range of services, tiatives like CORE, there are a lot Navarro provided numerous exam- from handgun licensing, to income of positive outcomes. Navarro be- ples how NYC uses data to improve support to payment of parking tick- lieved that by providing great cus- customer service, and how NYC ets. “ tomer service, trust in government has worked to identify and measure improves. “The most important their customer service initiatives. Navarro explained further how outcome of good customer service Navarro stated, “In June 2008 the CORE works, “Inspectors rate both is building trust in government. City conducted a comprehensive facility conditions and customer Too many customers have the at- feedback survey using data gathered service interactions. Agency CORE titude that “the City just wants the from surveys sent to 100,000 ran- overall results are available in each revenue”, or “you can’t fight City domly selected households.” Fur- agency’s Agency Customer Service Hall.” When customers are treated ther, Navarro identified, “In 2009 section of the Mayor’s Management fairly and with dignity, and when our office created the NYC Feed- Report, the MMR: (The main entry they understand why a certain de- back form, a small card with five page to the MMR is here).” cision is made or an outcome re- customer service questions. Agen- quired, and that ultimately deci- cies are encouraged but not man- The CORE program is a great ex- sions and policies are made with dated to have these cards in their ample of a successful customer some greater good in mind – public walk-in centers.” service initiative. Navarro defined health and safety, a healthy environ- a successful customer service ini- ment, educational attainment, then In addition to surveys, New York tiative as, “A successful customer customers will develop respect and City has also set a standard of re- service initiative is one that has trust for the staff and the govern- sponse to customers to 14 calendar tangible positive outcomes that last ment it represents,” said Navarro. days. Navarro stated, “The stan- over time.” Navarro then credited dard for response to written cor- the CORE program for this success, One requirement that distinguishes respondence is 14 calendar days. 25
  • 26. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT The expected response time for certain types of conditions sent by Other interesting initiatives from the phone, text, iPhone or online to City of New York include: 311 vary by condition reported or complained about. For example, Establishment of Customer Service Liaisons the Department of Buildings has Establishment of Language Access Coordinators three categories of seriousness of 311 iPhone Application complaints with varying levels of expected response times.” Business Customer Bill of Rights Walk-in Center Inspections (CORE – Customers Observing and Reporting New York City is also using feed- Experience) back from customers to help enable Customer Service Week policy change. Navarro provided Customer Service Certificate Program, including the following example and insights Customer service training as to how feedback from customer service initiatives is used, “Feedback Plain language training from customers, where possible and Cultural sensitivity training appropriate, is used to make process Excellence in Customer Service Awards and policy changes. For example, Language Access Policy in response to a customer survey NYC Certified – Program to Certify City Volunteers to Translate and Interpret the Department of Transportation modified hours of operation and NYC Customer Service Newsletter enabled cell phone service at one of NYC Feedback Comment Cards their facilities.” NYC.gov Language Gateway – multilingual web portal Mayor’s Management Report Customer Service Indicators Although New York City excels in Volunteer Language Bank providing customer service, there 311 Service Request Map are still challenges. Similar to our survey results, Navarro cited that resources, budgets and time are the main barriers, “The two probably most obvious barriers are resourc- champion of customer service in projects are adding real value in es (people and money) and time. government who created the 311 some way. To overcome resistance There is also the organizational cul- customer service center and who to change, customer service needs tural resistance to change,” stated signed an executive order compel- to be sold as something that ben- Francisco. ling agencies to assign a liaison and efits both customers and staff. Fur- make customer service an explicit ther, those overseeing change need Even with these barriers, Navarro priority.” to make sure that they can provide was able to provide some solu- guidance and support.” tions to removing roadblocks and Navarro continued by asserting, delivering great customer service. “Without adding new resources, Technology clearly plays a critical Navarro noted, “The most impor- another barrier to overcome are role in enabling customer service. tant element in overcoming barriers the barriers of time and money to Navarro stated, “Technology is an is the need for executive support. prioritize projects. You also need enabler of customer service goals, In our case Mayor Bloomberg is a to make sure that those prioritized a means to an end. For example, 26
  • 27. A RESEARCH REPORT FROM GOVLOOP AND ORACLE we developed a phone app that al- online through our Citywide Per- lows customers to report conditions formance Reporting (CPR) system, like graffiti and dirty vacant lots via reinforces the commitment to cus- their iPhones. They can send pic- tomer service.” tures and text descriptions. This al- lows agencies to more firmly docu- Finally, Navarro advised to be per- ment conditions and to respond sistent, and incorporate a culture of more effectively.” service within your agency, stating, “You need to be persistent and cre- Navarro also mentioned that new ate an environment that sends the media is at the forefront of enabling message that customer service is a improved customer service in New permanent component of service, York City, along with training, re- that it is not a “flavor of the month” sources and technology. He stated, or a temporary morale booster. This “Training, resources and technol- is accomplished by establishing var- ogy are the enablers of customer ious programs, especially training service improvements. Today, new and recognition, and communicat- media is at the forefront of enabling ing the customer service message these improvements via phone as many times and as many ways apps, social media networks, and as possible.” NYC has made great online services.” strides in the way in which they de- liver customer service. By offering a New York City is a great case study variety of services through multiple for government to analyze for cus- channels and using data to drive tomer service. Navarro shared some improved services, New York City of his best practices and lessons has a great customer service model learned from his work in New York for government to replicate. City, “A major factor in our suc- cess has been having the support from the top. In our case it comes from Mayor Bloomberg himself. In addition, establishing report- ing requirements to track customer service indicators, as we do in the Mayor’s Management Report and MOBILE An insightful and important finding that developed from the GovLoop Conservation, Re-Imagining Government Customer Service was to understand how Mobile is a game changer for customer service. Like many areas across government panelist mentioned that mobile is game changing for customer service. In particular, citizens expect to be able to access certain services on their mobile devices, participants stated that this adds pressure on the agency to deliver customer service through the right channels. 27
  • 28. RE-IMAGINING CUSTOMER SERVICE IN GOVERNMENT GOVLOOP RESOURCES As the leading knowledge network 10 Ways Government Can Re-Imagine Government Customer Service for government, GovLoop focuses Pat Fiorenza, GovLoop on seven core areas of government, acquisition, career, communica- 22 Ideas to Improve Customer Service tions, human resources, leadership, Steve Ressler, GovLoop project management and technol- ogy. Through partnerships with Announcing GL Infograph - How to Create Great Government Customer expert facilitators, GovLoop pro- Service duces thousands of blog posts per Pat Fiorenza, GovLoop month. GovLoop also offers train- ings, events, and produces research Should Local Government Offices Develop Customer Service Plans? reports and guides for the Govern- Paul Wolf, Attorney ment community. Does Customer Service Matter for Government? 5 Examples for Change GovLoop has developed a variety Steve Ressler, GovLoop of resources available for employees practicing customer service. Below Listing of Federal Agencies Customer Service Initiatives are some of the top blog posts and Data.GovLoop resources related to customer ser- vice in government. Announcing the GovLoop Excelling with Customer Service Guide Steve Ressler, GovLoop Agency Customer Service Plans John Kamensky, IBM NYC Online Newsletter Francisco Navarro, New York City Mayor’s Office of Operations Customer Service Act is Good News for Customers and Employees Candi Harrison, Harrison Consulting 28
  • 29. A RESEARCH REPORT FROM GOVLOOP AND ORACLE How Oracle Powers Great Citizen Experiences Oracle’s Customer Experience strategy outlines how organizations can rise to meet customers’ expectations for superior levels of service by delivering consistent, relevant, and personalized citizen experiences across all interaction channels. Oracle helps organizations fulfill customer expectations, empower employees with consistent and real-time knowledge, and gain deeper insight into conditions impact- ing organization mission while simultaneously increasing productivity and reducing costs. Complete Citizen Experience for Public Sector Serves the anytime, anywhere citizen in a seamless, personal way Across all channels: the web, in an office, over the phone, via mobile device, through social media Empowers today’s governments Strategic tools and applications that enable personalized interactions with citizens Accelerates delivery of services to citizens, maximizes government employee time, and improves operational efficiency and results Significantly increases citizen and employee satisfaction Customer Experience Offers Government Measurable Results Increase agent productivity – Army, reduced agent training time by 1/2 Improve multi-channel support – Texas Tech Improved cross channel consistency Empower citizens through self service – Centers for Medicare and Medicaid Services achieves a 99% self service rate Netherlands Social Service Agencies Modernize IT Systems to Connect Citizens with Jobs City of Riverside Responds to More than 160,000 Service Requests Annually with Integrated 311 System New York City Tracks Performance, Enables Financial Transparency with Oracle BI Solution Designed by Accenture Key links/resources White Paper: Seven Power Lessons for Customer Experience Leaders Eight Steps to Great Customer Experiences for Government Agencies Forrester Report: Navigate The Future Of Customer Service Online Resources: Read Follow Learn Watch Join 29