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Business project proposal
1. INCREASING CUSTOMER USE OF
THE SELF SERVICE WEBSITE
John Chisolm
GEB 3213 Business Communication
May 6, 2014
2. OVERVIEW
The goal of this project is to decrease the
password reset phone volume received by the
HRO Phone Group by requiring the use of the
customers email address.
This process will be implemented by using a
procedure that is already in place for several
customers.
The result will be an increase in customer use of
the self service website and a corresponding
increase in phone agent productivity
3. INCREASING CUSTOMER WEBSITE
TRAFFIC
The primary goal is this project is to increase
customer use of the self service website.
This will be done by focusing the below efforts in
3 business areas discussed on the next few slides.
Each of these methods has a potential impact to a
business area in the stakeholder group.
Directing flow of customer traffic to the website
Removal of previous password reset procedures
Enhancing training to reinforce current procedures
4. INCREASING CUSTOMER WEBSITE
TRAFFIC
• Reduce inbound
phone volume
• Improve phone
agent productivity
• Enhance digital
communication
options
Increase
Customer use
of Self Service
Website
5. INCREASING CUSTOMER WEBSITE
TRAFFIC
The HRO group took 76,772 phone calls in the first quarter
of 2014. The following charts shows on a daily average how
many calls were for password resets, payroll and benefits.
Total Calls First Quarter 2014
Password Reset
Payroll
Benefits
6. STEP 1: BUSINESS AREA IMPACT – PHONE
STAFF
Password Resets will no longer processed on the
website by call center agents
Agents will advise the customer that the reset link is being
sent to their email address on file (current procedure)
Password Reset link sent to customer email
Link will re-direct customers to website for password
reset which will require customers to log in to
complete
Propose a more prominent Password Reset button visible on
website as a reminder to customers in future release
RESET
PASSWORD
7. STEP 2: BUSINESS AREA IMPACT -
TRAINING
Training Department
Training pages will be updated to remove the steps to
all previous password reset procedures with
exceptions
Exceptions - No change in current procedure for assisting customers with
no or limited access to the website or email or who insist we perform this
action
Reminders to staff will be created and posted for the
website password reset procedure in Hot Topics
Refresher training will be provided to remind staff to
utilize the website password process during
scheduled team meetings
8. STEP 3: BUSINESS AREA IMPACT - IT
Procedure changes implemented during non-
payroll week to minimize potential network
usage increase
IT will be available for priority requests from
supervisors for reported issues from phone staff
Proposed enhanced password reset link on the
self service website when upgrade is available
Visual updates only as functionality remains
unchanged
RESET
PASSWORD
9. STEP 4: BUSINESS AREA IMPACT - RISKS
Possible Network delays due to increase in
customer use
Increase in email requests which would require
additional staff be cross-trained and placed in the
email queue
Increase in productivity could result in reduced need
for staff on a continual basis
Reduction in customer satisfaction of service of
being referred to the website when already on the
phone with staff
10. STEP 5: BUSINESS AREA IMPACT -
BENEFITS
Reduction of inbound password reset phone volume
Increased availability of phone staff to benefit and
payroll queues
Increased use of the self-service website
Increased communication to the customer through
website and email messages
Cross-training opportunity to loan staff out when
volume is low to reduce operating costs
Increased productivity of staff with no corresponding
increase in costs
12. MANAGEMENT COMMUNICATION UPDATES
Management Notification for updates
All procedures related to the manual password reset
procedure removed from the training pages
Refresher training for phone staff on exclusive process for
password updates
Updates to quality scoring delayed for thirty days to allow
for procedural change to be fully implemented