IN PURSUIT OF CUSTOMER
   SERVICE EXCELLENCE
 ROY ATKINSON – SENIOR WRITER / ANALYST
   BREW CITY HDI - OCTOBER 20, 2011
About HDI


•Serves global community of 110,000
• 55,000 HDI Certified
• 60+ local chapters, including Brew City
Topics


•Customer Service Excellence –
what is it?
• Is there a framework for it?
• New media considerations
Customer Service Excellence

• There is a framework!
• Those same, fine folks who gave us ITIL®

http://www.customerserviceexcellence.uk.com/
Customer Service Excellence
           Timeliness                 Insight
          and Quality




                    CSE
    Delivery                          Organizational Culture




                    Information and
                         Access
Customer Insight

       Timeliness
      and Quality
                                  Insight




Delivery
                CSE                   Organizational Culture




                    Information and
                         Access
Customer Insight

What is a customer?
 • One who purchases good or services
 •“A person one has to deal with”
Customer Insight

• How do you gain Customer Insight?
• Try to see things the way customers do
(“customer lens”)
• Gather available information
• Listen to them (OMG!)
Customer Insight

What do you learn from Customer Insight?

• What they need – so you can deliver it
• What they expect – so you can exceed it
Customer Insight

• Identify – who are your customers?
• Key word: Engage
• Learn
• Review
• Improve
Customer Insight

Who are your real customers?
  • Internal
     o IT employees (think “OLA”)
     o Non-IT employees (think “SLA”)
  • External
     o Your company’s “public”
     o Your company’s “public’s public”
Customer Service Excellence
        Timeliness                  Insight
        and Quality




                  CSE
   Delivery
                                     Organizational
                                        Culture


                      Information
                       and Access
Organizational Culture


The foundation of Service Excellence is a
     customer-focused organization
          It’s the culture, man.
Organizational Culture


• Commitment to putting the customer at the
heart of service delivery
• Supported and sponsored by the
organization’s leaders
• Policies and procedures support the
customer
Organizational Culture


 “Everything speaks”
• Be aware of customer perceptions
• Each person, each thing that’s part of a
customer interaction sends a message*
• What’s your message?
* Everything is part of the customer interaction
Organizational Culture
Organizational Culture
• Recruitment, training and development
  o Customer-focused
• Staff attitudes and actions
  o Polite, friendly, understanding
• Team performance
  o Recognition, reward
  o Linked to customer feedback
Organizational Culture
“Roy’s Famous”
Four Elements of Customer Service Attitude

Listening – Hear what they say
Empathy – Understand what they say
Clarity – They understand you
Consistency – They hear the same thing
no matter who they talk to
Customer Service Excellence
         Timeliness and         Insight
            Quality




                     CSE
                                     Organizational
    Delivery
                                        Culture




                  Information and
                      Access
Information and Access
• Information about services is available
(Service Catalog)
• Clear contact information
• Up-front statement of any charges or
requirements
• Use a variety of channels
• Allow flexible responses and input
Information and Access
According to the 2011 HDI Support Center
Practices and Salary Report…

More than half of support centers are
now using social media in the course of
providing support.
Information and Access

… but only a tiny percentage are actually
using social media as a channel.

Somewhere between 3 and 6% are using
it to create tickets…
Most use it only to “push” info out.
Information and Access

• Allow customers as much access as you can
• Consider having them contribute to
knowledge and solutions as subject matter
experts
Delivery
     Timeliness                  Insight
     and Quality




                   CSE
Delivery                              Organizational
                                         Culture




                   Information
                    and Access
Delivery
• Make agreements with your customers
about what they can expect (SLA)
• Deliver according to targets that you
have set (metrics)
• Develop and learn from best practices
identified within and outside
Delivery
• Say what you’ll do
• Do what you say
• Admit mistakes
• Continually improve
Timeliness and Quality

Timeliness and Quality         Insight




               CSE
                                    Organizational
 Delivery
                                       Culture




                 Information
                  and Access
Timeliness and Quality
•Handle dips in performance swiftly and
openly with your customers
•Have a clear, easy-to-use feedback /
complaint system
• Monitor quality
•Learn from your complaints – they give
you more customer insight
Timeliness and Quality
• Set measurable standards for response
across access channels
• Inform your customers about your
standards – and meet or exceed them
• Share what you learn across the
organization – cut down customer need to
contact you
Timeliness and Quality
• You cannot measure and manage
everything – select the key info
• Don’t gather data because you can –
gather the data you should
• Use the information you obtain to drive
improvement
Timeliness and Quality
Act on customer feedback.
Customer Service Excellence
• Define your “true customer”
    •Insight
    •Culture
• Create a language of service
    Insight / Culture / Information and Access /
    Delivery / Timeliness and Quality
• Simplify the customer experience
    • Learn, share, improve
    • Variety of channels
Customer Service Excellence


Excellent service is rare because it takes
real commitment to make excellence
“business as usual.”
                      - Unleashing Excellence
Customer Service Excellence

           Timeliness                 Insight
          and Quality




    Delivery                          Organizational Culture




                    Information and
                         Access

Roy Atkinson Customer Service Excellence

  • 1.
    IN PURSUIT OFCUSTOMER SERVICE EXCELLENCE ROY ATKINSON – SENIOR WRITER / ANALYST BREW CITY HDI - OCTOBER 20, 2011
  • 2.
    About HDI •Serves globalcommunity of 110,000 • 55,000 HDI Certified • 60+ local chapters, including Brew City
  • 3.
    Topics •Customer Service Excellence– what is it? • Is there a framework for it? • New media considerations
  • 4.
    Customer Service Excellence •There is a framework! • Those same, fine folks who gave us ITIL® http://www.customerserviceexcellence.uk.com/
  • 5.
    Customer Service Excellence Timeliness Insight and Quality CSE Delivery Organizational Culture Information and Access
  • 6.
    Customer Insight Timeliness and Quality Insight Delivery CSE Organizational Culture Information and Access
  • 7.
    Customer Insight What isa customer? • One who purchases good or services •“A person one has to deal with”
  • 8.
    Customer Insight • Howdo you gain Customer Insight? • Try to see things the way customers do (“customer lens”) • Gather available information • Listen to them (OMG!)
  • 9.
    Customer Insight What doyou learn from Customer Insight? • What they need – so you can deliver it • What they expect – so you can exceed it
  • 10.
    Customer Insight • Identify– who are your customers? • Key word: Engage • Learn • Review • Improve
  • 11.
    Customer Insight Who areyour real customers? • Internal o IT employees (think “OLA”) o Non-IT employees (think “SLA”) • External o Your company’s “public” o Your company’s “public’s public”
  • 12.
    Customer Service Excellence Timeliness Insight and Quality CSE Delivery Organizational Culture Information and Access
  • 13.
    Organizational Culture The foundationof Service Excellence is a customer-focused organization It’s the culture, man.
  • 14.
    Organizational Culture • Commitmentto putting the customer at the heart of service delivery • Supported and sponsored by the organization’s leaders • Policies and procedures support the customer
  • 15.
    Organizational Culture “Everythingspeaks” • Be aware of customer perceptions • Each person, each thing that’s part of a customer interaction sends a message* • What’s your message? * Everything is part of the customer interaction
  • 16.
  • 17.
    Organizational Culture • Recruitment,training and development o Customer-focused • Staff attitudes and actions o Polite, friendly, understanding • Team performance o Recognition, reward o Linked to customer feedback
  • 18.
    Organizational Culture “Roy’s Famous” FourElements of Customer Service Attitude Listening – Hear what they say Empathy – Understand what they say Clarity – They understand you Consistency – They hear the same thing no matter who they talk to
  • 19.
    Customer Service Excellence Timeliness and Insight Quality CSE Organizational Delivery Culture Information and Access
  • 20.
    Information and Access •Information about services is available (Service Catalog) • Clear contact information • Up-front statement of any charges or requirements • Use a variety of channels • Allow flexible responses and input
  • 21.
    Information and Access Accordingto the 2011 HDI Support Center Practices and Salary Report… More than half of support centers are now using social media in the course of providing support.
  • 22.
    Information and Access …but only a tiny percentage are actually using social media as a channel. Somewhere between 3 and 6% are using it to create tickets… Most use it only to “push” info out.
  • 23.
    Information and Access •Allow customers as much access as you can • Consider having them contribute to knowledge and solutions as subject matter experts
  • 24.
    Delivery Timeliness Insight and Quality CSE Delivery Organizational Culture Information and Access
  • 25.
    Delivery • Make agreementswith your customers about what they can expect (SLA) • Deliver according to targets that you have set (metrics) • Develop and learn from best practices identified within and outside
  • 26.
    Delivery • Say whatyou’ll do • Do what you say • Admit mistakes • Continually improve
  • 27.
    Timeliness and Quality Timelinessand Quality Insight CSE Organizational Delivery Culture Information and Access
  • 28.
    Timeliness and Quality •Handledips in performance swiftly and openly with your customers •Have a clear, easy-to-use feedback / complaint system • Monitor quality •Learn from your complaints – they give you more customer insight
  • 29.
    Timeliness and Quality •Set measurable standards for response across access channels • Inform your customers about your standards – and meet or exceed them • Share what you learn across the organization – cut down customer need to contact you
  • 30.
    Timeliness and Quality •You cannot measure and manage everything – select the key info • Don’t gather data because you can – gather the data you should • Use the information you obtain to drive improvement
  • 31.
    Timeliness and Quality Acton customer feedback.
  • 32.
    Customer Service Excellence •Define your “true customer” •Insight •Culture • Create a language of service Insight / Culture / Information and Access / Delivery / Timeliness and Quality • Simplify the customer experience • Learn, share, improve • Variety of channels
  • 33.
    Customer Service Excellence Excellentservice is rare because it takes real commitment to make excellence “business as usual.” - Unleashing Excellence
  • 34.
    Customer Service Excellence Timeliness Insight and Quality Delivery Organizational Culture Information and Access