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               A Customer-Centric Approach to
                         First Call Resolution
FCR Stats that Make You Go
“Oooh, Ahhh”

 C-Sat ratings are                        For every 1%                                           you get a 1%

 35%-45%
                                          improvement in
                                          FCR,                             =                     improvement in
                                                                                                 C-Sat.

 lower                                    (SQM Group)

 when a second call is                                        of centers that reported an increase in FCR
 made for the same
 issue.
                                          More
                                          than    75%         over previous 12 months indicated a
                                                              resulting increase in C-Sat.

 (Customer Relationship Metrics)         (ICMI)


                      of customers who do not get their inquiry or problem resolved
 34%                  on the first attempt are likely to go to your competitors.


                                                    In contrast, only 3% percent of customers whose
                                                    issue is resolved on the first call are at risk of going to a
(SQM Group)
                                                    competitor.
Customers don’t care about FCR research
  findings or if you know how to measure
                                  FCR…



    …they simply want
     you to achieve it.
Why sit around arguing over
measurement methods and
                               70% or 75%
whether your FCR rate is…        or 80%



…when you could be spending that
time implementing processes that
                                   80% or 85%
will enable you to argue over
whether your
FCR rate is…                        or   90%
And just how DO leading call centers drive
and actively sustain FCR success?
FCR Driver #1

                Educate staff on the importance and
                impact of FCR.

                 What FCR is; what FCR does

                 Companies with “Most Improved” FCR accolades
                  attribute much of success to agent education and
                  buy-in early on

                 Prime example: BCBS of Michigan
FCR Driver #2

                Provide agents with the training and
                resources to effectively resolve contacts.

                 Skills, Knowledge, Access

                 Prime example: VPI
FCR Driver #3

                Ensure that there are no conflicting
                performance objectives hindering FCR
                achievement.

                 Put your metrics where your mouth is
                  “De-emphasizing straight productivity metrics allows our
                   agents to focus on quality, not quantity.”
                   – Debbie LeBlanc, Contact Center Director, Purolator Courier


                 FCR and AHT needn’t be mutually exclusive
                  “By putting the right agent behaviors in motion, our FCR has
                   gone up and our AHT has remained well in line. We set more
                   of a range for AHT and not a strict quota so staff can focus on
                   the customer.
                   – Geoffrey Butler of ICBC
FCR Driver #4

                Optimize workforce management
                processes.

                 Adequate staffing

                 Skills-based routing

                 Personality-based routing
FCR Driver #5

                Build incentives around FCR goal
                achievement.

                 Move beyond pizza and pats on the back

                   “Wall of Fame” and other public recognition

                   Preferred shifts

                   Opportunity to serve on FCR Improvement Team
FCR Driver #6

                Empower agents to improve FCR-
                related processes.

                 Form an agent-led FCR improvement team

                 Implement a “Voice of the Employee” (V.O.T.E.)
                  initiative
Common FCR Measurement Methods

“Repeat call” tracking   Internal QA
technology               decision




  Having agents ask       Post-call transactional
  customers directly      surveys
                           live phone survey
                           automated phone survey
                           email survey
A high FCR rate isn’t always cool.




                  Why Not?
Consider “Customer Effort”


                    Not all resolved calls leave the
                    customer smiling.


  To view FCR in full context of
  the customer experience you need…

   A comprehensive quality monitoring program

   A C-Sat survey with qualifying questions
We Know How Important FCR Is
       Top Issues for Improvement:
What Holds Us Back?




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


Source: Ventana Research Call Center Agent Productivity Poll
Time Invested for Improvements
    Industry Average Composition of Secondary Loss


                                                 21%   Training


                                                 17%   Coaching


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

                        Category 1
  Source: 2010 Contact Center Shrinkage Survey
Time: An Agent’s Day

                   Shrinkage:
            (off-phone work)
                                               12%
                   Shrinkage:                  17%     Active Wait
       (Absenteeism, etc.)

                    Wait Time                  11%

                                                       24 x 2 minute breaks/ day
                                                      120 x 2 minute breaks/ week

        Call Handle time                       60%    480 x 2 minute breaks/ month
                                                     5,760 x 2 minute breaks/ year


                                                     Costs our industry $30 billion/year
Source: 2010 Contact Center Shrinkage Survey
Agents have 17 hours of Idle Time Every Month



 Contact center
 agents spend 11%         Break


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

 interaction
Making Idle Time Productive


 Leverage technology to
 redistribute the idle
 time and create 15-20
 minute activity                  20 minutes of
 sessions                         “Active Wait”
                          Lunch   time
 Use these sessions to            +
 improve FCR: skills      Break
                                  30 minutes of
 training, must                   unproductive
 reads, coaching, QM              wait time
 reviews
Finding the Time
Occupancy

  100%

  95%

  90%

  85%

  80%

  75%
                                Off-phone Activity Sessions
  70%




   Sessions delivered only during periods of low call
        volume to protect service levels
Shifting Shrinkage Into Active Wait: Found Time

  Productivity gains from shifting 4 hours of training, coaching, and
  communications into Active Wait time each month for 1,000
  agents.

                                  Shifted
                                4,000 Hours
       Shrinkage      46,400                      Shrinkage     46,400


                               Active Wait Time
       Wait Time      17,600                      Wait Time     13,600




       Handle Time    96,000                      Handle Time   96,000




                                   Hours
Summary: Focus on Drivers

  1. Educate on importance
  2. Equip agents
  3. Eliminate conflicting objectives
  4. Optimize WFM processes
  5. Build incentives
  6. Empower agents
Summary: Putting Into Practice

  Utilize Idle Time: Apply more time to making agents
  better at resolving contacts

  Prioritize: Organize, track and deliver the most important
  off-phone work

  Measure: Improvement

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A Customer-Centric Approach to FCR

  • 1. Sponsored by A Customer-Centric Approach to First Call Resolution
  • 2. FCR Stats that Make You Go “Oooh, Ahhh” C-Sat ratings are For every 1% you get a 1% 35%-45% improvement in FCR, = improvement in C-Sat. lower (SQM Group) when a second call is of centers that reported an increase in FCR made for the same issue. More than 75% over previous 12 months indicated a resulting increase in C-Sat. (Customer Relationship Metrics) (ICMI) of customers who do not get their inquiry or problem resolved 34% on the first attempt are likely to go to your competitors. In contrast, only 3% percent of customers whose issue is resolved on the first call are at risk of going to a (SQM Group) competitor.
  • 3. Customers don’t care about FCR research findings or if you know how to measure FCR… …they simply want you to achieve it.
  • 4. Why sit around arguing over measurement methods and 70% or 75% whether your FCR rate is… or 80% …when you could be spending that time implementing processes that 80% or 85% will enable you to argue over whether your FCR rate is… or 90%
  • 5. And just how DO leading call centers drive and actively sustain FCR success?
  • 6. FCR Driver #1 Educate staff on the importance and impact of FCR.  What FCR is; what FCR does  Companies with “Most Improved” FCR accolades attribute much of success to agent education and buy-in early on  Prime example: BCBS of Michigan
  • 7. FCR Driver #2 Provide agents with the training and resources to effectively resolve contacts.  Skills, Knowledge, Access  Prime example: VPI
  • 8. FCR Driver #3 Ensure that there are no conflicting performance objectives hindering FCR achievement.  Put your metrics where your mouth is “De-emphasizing straight productivity metrics allows our agents to focus on quality, not quantity.” – Debbie LeBlanc, Contact Center Director, Purolator Courier  FCR and AHT needn’t be mutually exclusive “By putting the right agent behaviors in motion, our FCR has gone up and our AHT has remained well in line. We set more of a range for AHT and not a strict quota so staff can focus on the customer. – Geoffrey Butler of ICBC
  • 9. FCR Driver #4 Optimize workforce management processes.  Adequate staffing  Skills-based routing  Personality-based routing
  • 10. FCR Driver #5 Build incentives around FCR goal achievement.  Move beyond pizza and pats on the back  “Wall of Fame” and other public recognition  Preferred shifts  Opportunity to serve on FCR Improvement Team
  • 11. FCR Driver #6 Empower agents to improve FCR- related processes.  Form an agent-led FCR improvement team  Implement a “Voice of the Employee” (V.O.T.E.) initiative
  • 12. Common FCR Measurement Methods “Repeat call” tracking Internal QA technology decision Having agents ask Post-call transactional customers directly surveys  live phone survey  automated phone survey  email survey
  • 13. A high FCR rate isn’t always cool. Why Not?
  • 14. Consider “Customer Effort” Not all resolved calls leave the customer smiling. To view FCR in full context of the customer experience you need…  A comprehensive quality monitoring program  A C-Sat survey with qualifying questions
  • 15. We Know How Important FCR Is Top Issues for Improvement:
  • 16. What Holds Us Back? 29% provide as much training as they target 73% say service level agreements don’t allow enough time for training Source: Ventana Research Call Center Agent Productivity Poll
  • 17. Time Invested for Improvements Industry Average Composition of Secondary Loss 21% Training 17% Coaching Secondary Loss 12% 16% Team Meetings Primary Loss 17% 11% Projects Wait time 11% 9% Paperwork Call Handle time 9% Call Research / Follow-up 60% 17% - Email, Call Back, Knowledgebase, Etc. Category 1 Source: 2010 Contact Center Shrinkage Survey
  • 18. Time: An Agent’s Day Shrinkage: (off-phone work) 12% Shrinkage: 17% Active Wait (Absenteeism, etc.) Wait Time 11% 24 x 2 minute breaks/ day 120 x 2 minute breaks/ week Call Handle time 60% 480 x 2 minute breaks/ month 5,760 x 2 minute breaks/ year Costs our industry $30 billion/year Source: 2010 Contact Center Shrinkage Survey
  • 19. Agents have 17 hours of Idle Time Every Month Contact center agents spend 11% Break of their day unproductively Lunch 50 minutes of unproductive waiting for the next wait time customer Break interaction
  • 20. Making Idle Time Productive Leverage technology to redistribute the idle time and create 15-20 minute activity 20 minutes of sessions “Active Wait” Lunch time Use these sessions to + improve FCR: skills Break 30 minutes of training, must unproductive reads, coaching, QM wait time reviews
  • 21. Finding the Time Occupancy 100% 95% 90% 85% 80% 75% Off-phone Activity Sessions 70%  Sessions delivered only during periods of low call volume to protect service levels
  • 22. Shifting Shrinkage Into Active Wait: Found Time Productivity gains from shifting 4 hours of training, coaching, and communications into Active Wait time each month for 1,000 agents. Shifted 4,000 Hours Shrinkage 46,400 Shrinkage 46,400 Active Wait Time Wait Time 17,600 Wait Time 13,600 Handle Time 96,000 Handle Time 96,000 Hours
  • 23. Summary: Focus on Drivers 1. Educate on importance 2. Equip agents 3. Eliminate conflicting objectives 4. Optimize WFM processes 5. Build incentives 6. Empower agents
  • 24. Summary: Putting Into Practice Utilize Idle Time: Apply more time to making agents better at resolving contacts Prioritize: Organize, track and deliver the most important off-phone work Measure: Improvement

Editor's Notes

  1. Poll: How do you measure FCR
  2. Matt to discuss
  3.  Poll: How much time do agents spend on off-phone activities to improve FCR?
  4. Matt to discuss