CustomerGauge
Automating Root Cause Analysis for Net Promoter




         Adam Dorrell
         04 January 2011
Understanding Root Cause
                                                           it all worked. Despite the
                                  the exploded diagrams
                                                            snow before Christmas,
                                  were very very helpful
                                                            my parcel was delivered
•    Customers want to tell        to ensure I ordered
                                                                with a small, but
                                    the correct part.
     you their feelings                                         reasonable delay.


•    Reading customer
     comments remains              the amount charged          I found the search
                                   was scandalOUS for        facility to be lacking. I
     effective method of          just a small amount         tried to use this but
                                                            ended up with eithER too
     starting root cause          of plastic foam and I
                                      feel that your          many or no results.
     analysis                      stockist should be      ended up going on ebay to
                                                           find what I wanted, copied
                                  made to carry stocks
                                                           the part number and then
•    BUT                          of these items which
                                                             searched that on your
                                   need renewal from
      –  difficult if volume is        time to time        site. Very infuriating only
                                                             offset by the fact that
         very high                                           your prices are cheaper
                                                                than anyone else
      –  Can be inconsistent if
         different users
         categorise comments                               Your time for delivery
•    Automation not easy.                                  of product needs to be
                                                             reduced. Consider
      –  Text analytics still      Where is my order?      warehousing material in
                                                                   the US.
         immature technology
Automating Root Cause Analysis

•  CustomerGauge can help
   automatically organise customer
   comments into “buckets”
•  Customer chooses issues him/
   herself
•  Benefits:
   –  Send to most appropriate person
   –  Assign values to issues
   –  Understand Net Promoter
      Impact
   –  Major issues and
                                   logistics             CommUNI-   CUSTOMER   PRODUCT
      sub-issues can be                                   CATION     SERVICE
      reported on


                                 LATE     DAMAGE   Returns
                               Delivery
Reporting on Root Cause

•    CustomerGauge
     does the hard
     work of organising
     comments and
     reporting for you
•    Simple charts help
     your team                Self-Select Issues – Root cause analysis              Root-cause Waterfall Chart

     understand
     sentiment and                              Your time for delivery of product
                                                needs to be reduced. Consider
     impact on Net                              warehousing material in the US.

     Promoter Score
•    Automatically, in
     real time
      –  Shows number of
         comments, NPS,
         monetary value etc
How it works / 1. Survey Page 1

•  Ask standard Net
   Promoter®
   question
•  Follow up with
   questions for
   Detractor (“How
   can we improve?”)
   and Promoter
   (“What did we do
   well?”)

                                                                                                  Detractor                    PROMOTER

    Net Promoter, NPS, and Net Promoter Score are trademarks of Satmetrix Systems, Inc., Bain & Company, and Fred Reichheld.
How it works / 2. Survey Page 2

•  Ask “Self-Select”
   questions
   (depending on
   Promoter or
   Detractor)
•  Customer checks
   boxes on likes/
   dislikes
•  Comments back up
   the selections
How it works / 3. Multiple Selections


                         Level 1

                                               DELIVERY         Contact
                                                                 CENTRE


                         Level 2



                                    SHIPPING PACKAGING ORDER
                                      COST             STATUS

                                       Comment


                                       NPS
                                       (from previous
                                       page)




                             •     Reporting is handled in
                                   back end
                             •     NPS and order values
                                   added
How it works / 4. Reporting & Assigning


                                                                                  Assigned to:
                                          Level 1                                 David
                                                                                  Smith
                                                              DELIVERY
                                                                                  Logistics
                                                                                  Manager

                                          Level 2

                                                      SHIPPING PACKAGING ORDER
                                                        COST             STATUS




                                          Comment
•  CustomerGauge allocates                List
                                          For
   comments, values and NPS               “Shipping
                                          Cost”
   scores
   –  Also assigns to individual or
      department for action or analysis
How it works / 5. Waterfall Report
 Concept:                                      Waterfall chart: Company A: NPS 41
               Detractors%
                                                     Promoters           Detractors   Overall NPS
                  19

       60
                             41

     Promoters%       Net Promoter Score
     Promoters% – Detractors% = NPS



                                           Level 1 & Level
                                           2 reasons for
•    Waterfall shows the                   detractors
     “bridge” between                      and prompters
     Promoters and
     Detractors using Level
     1 issues
       –  Shows % of impact on
          NPS
•    Drill down report to
     Level 2 is below chart.
                                               Waterfall chart: Company B: NPS -3
How it works / 6. Setup and Maintain




•  Level 1 and Level 2 reasons can be
   edited at any time to tune survey
   –  Multiple languages
   –  Customisable for segments etc
Summary




•    Customer “Self Select”
     checkboxes on survey
     automatically fills reports
     in CustomerGauge
      –  Allocated to individuals
      –  Allows detailed analysis of
         root cause
      –  Drives actions
•    Simple and in real-time
Next steps and further reading

•  Try a sample survey
   here:
   –  http://bit.ly/hjQPGF
•  Ask about how
   CustomerGauge helps
   organise issues into
   improvement projects
   –  info@customergauge.com

Net Promoter Score: Automatic Root Cause Analysis with a Waterfall chart

  • 1.
    CustomerGauge Automating Root CauseAnalysis for Net Promoter Adam Dorrell 04 January 2011
  • 2.
    Understanding Root Cause it all worked. Despite the the exploded diagrams snow before Christmas, were very very helpful my parcel was delivered •  Customers want to tell to ensure I ordered with a small, but the correct part. you their feelings reasonable delay. •  Reading customer comments remains the amount charged I found the search was scandalOUS for facility to be lacking. I effective method of just a small amount tried to use this but ended up with eithER too starting root cause of plastic foam and I feel that your many or no results. analysis stockist should be ended up going on ebay to find what I wanted, copied made to carry stocks the part number and then •  BUT of these items which searched that on your need renewal from –  difficult if volume is time to time site. Very infuriating only offset by the fact that very high your prices are cheaper than anyone else –  Can be inconsistent if different users categorise comments Your time for delivery •  Automation not easy. of product needs to be reduced. Consider –  Text analytics still Where is my order? warehousing material in the US. immature technology
  • 3.
    Automating Root CauseAnalysis •  CustomerGauge can help automatically organise customer comments into “buckets” •  Customer chooses issues him/ herself •  Benefits: –  Send to most appropriate person –  Assign values to issues –  Understand Net Promoter Impact –  Major issues and logistics CommUNI- CUSTOMER PRODUCT sub-issues can be CATION SERVICE reported on LATE DAMAGE Returns Delivery
  • 4.
    Reporting on RootCause •  CustomerGauge does the hard work of organising comments and reporting for you •  Simple charts help your team Self-Select Issues – Root cause analysis Root-cause Waterfall Chart understand sentiment and Your time for delivery of product needs to be reduced. Consider impact on Net warehousing material in the US. Promoter Score •  Automatically, in real time –  Shows number of comments, NPS, monetary value etc
  • 5.
    How it works/ 1. Survey Page 1 •  Ask standard Net Promoter® question •  Follow up with questions for Detractor (“How can we improve?”) and Promoter (“What did we do well?”) Detractor PROMOTER Net Promoter, NPS, and Net Promoter Score are trademarks of Satmetrix Systems, Inc., Bain & Company, and Fred Reichheld.
  • 6.
    How it works/ 2. Survey Page 2 •  Ask “Self-Select” questions (depending on Promoter or Detractor) •  Customer checks boxes on likes/ dislikes •  Comments back up the selections
  • 7.
    How it works/ 3. Multiple Selections Level 1 DELIVERY Contact CENTRE Level 2 SHIPPING PACKAGING ORDER COST STATUS Comment NPS (from previous page) •  Reporting is handled in back end •  NPS and order values added
  • 8.
    How it works/ 4. Reporting & Assigning Assigned to: Level 1 David Smith DELIVERY Logistics Manager Level 2 SHIPPING PACKAGING ORDER COST STATUS Comment •  CustomerGauge allocates List For comments, values and NPS “Shipping Cost” scores –  Also assigns to individual or department for action or analysis
  • 9.
    How it works/ 5. Waterfall Report Concept: Waterfall chart: Company A: NPS 41 Detractors% Promoters Detractors Overall NPS 19 60 41 Promoters% Net Promoter Score Promoters% – Detractors% = NPS Level 1 & Level 2 reasons for •  Waterfall shows the detractors “bridge” between and prompters Promoters and Detractors using Level 1 issues –  Shows % of impact on NPS •  Drill down report to Level 2 is below chart. Waterfall chart: Company B: NPS -3
  • 10.
    How it works/ 6. Setup and Maintain •  Level 1 and Level 2 reasons can be edited at any time to tune survey –  Multiple languages –  Customisable for segments etc
  • 11.
    Summary •  Customer “Self Select” checkboxes on survey automatically fills reports in CustomerGauge –  Allocated to individuals –  Allows detailed analysis of root cause –  Drives actions •  Simple and in real-time
  • 12.
    Next steps andfurther reading •  Try a sample survey here: –  http://bit.ly/hjQPGF •  Ask about how CustomerGauge helps organise issues into improvement projects –  info@customergauge.com