Taking on the Multi-Channel Call Center
Proven Strategies that Increase Productivity and Improve
                               the Customer Experience




                                                       1
Knowlagent at a Glance
Call center agent productivity solution
Headquartered in Atlanta, GA
Founded in 1995
300,000+ agents in 17 countries using Knowlagent SaaS




                                                        2
Art Schoeller
Principal Analyst
Contact centers
Unified Communications




3   © 2009 Forrester Research, Inc. Reproduction Prohibited
      2011
Eight emerging trends for contact centers

                     Social                                            Proactive           Speech
                     Media                                           Communications     IVR platforms


        Unified                                                                           Customer
     Communications                                                                       Analytics


          Multi-channel                                                                  Video and
                                                                     SIP replaces CTI
           Integration                                                                  Mobile support


4   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Market forces drive a renewed interest in true contact
 center architectures
        IVR                       Phone                        Email                  Web      Video         SMS          Chat


                                                        Multimedia customer interaction platform
                                                                      (CTI) or SIP

        Social Media

                                                                           Workforce                           Component
                                                                                            Knowledge          Reporting
                                                                           mgt.             management

                                                                           Quality                             Analytics
Formal center                      Home agents                             monitoring       Presence           Business
                                                                                                               Intelligence
                                                                           Perform.
                                                                                            Expert
                                                                           mgt.             Access
                                                                                                               Business
                Remote expert                                              eLearning                           Apps
                                                                                            Virtualization

5   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Communication channel usage trends…today




6   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
….and tomorrow




7   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
And interactions will cross channels as well!
                                                 Browse
                                                community
Social                                            forum
                                                                           Browse



Web
                                          Browse                                    Tweet
                                       Facebook page
In Person
                                                                                            Service Agent   Sales Agent

Contact
Center

Mobile
                                                                                        IVR                       Mobile

8   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Where enterprises will invest
       Which of the following upgrades is your firm planning for your contact center(s) during the next 12 months?
                                               Multiple responses accepted
                                    Workforce optimization                                                 43%

                                                   Support for home workers                                                      40%

                                           Computer telephony integration                                                        40%

                                            Proactive outbound notification                                                  39%

                                                                     Upgrade to IP                                         36%

                                                                       Upgrade IVR                                     35%

                                                          Social media support                                       31%

                         Add speech recognition applications to IVR                                            25%

                                                      Multichannel integration                            21%

                                       Contact center managed services                                   19%

              Multimodal support such as mobile SMS and video                                      14%

                                                              None of the above               8%

                                                                           Don't know    4%

                                                                               Other    2%
                               Base: 304 North American and European networks and telecommunications decision-makers at
                                                    companies with 50 or more contact center seats.
            Source: Forrsights Networks And Telecommunications Survey, Q1 2011
9   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Proactive Communications becomes cost effective
way to reach customers
     • Outbound notification and alert systems for
               – Emergency notification
               – Collections
               – Customer care
     • Customer care represents fastest growing market segment
     • Reduce incoming calls and support revenue generation activities
     • Stand alone offering or blended IVR application
     • Support alerts to multiple devices, phones, cell phones, SMS, email
     • Allow customer to transfer to agent as needed
     • Uses advance speech technology for automated interactions


10   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Mobile device and video support are becoming
     core requirements

                                                      • Mobile device processing power and increased
                                                        bandwidth open new opportunities for self service
                                                      • Market growth due to increased use of cell
                                                        phones as smart devices such as iPhone and
                                                        Android to contact customer service
                                                      • Video or video clips to smartphones become
                                                        increasingly popular in EMEA where video
                                                        phones widely supported
                                                      • Integration to contact center means another
                                                        pathway for connecting with an agent




11   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Contact center integration of social media
       Observations
       • Smaller volumes – may not require full queuing, routing, reporting structure
       • Highly unstructured
       • The entire industry is ‘on a journey’ exploring social media metrics
       Recommendations
       • Connect with departments leading social media effort – marketing for branding and demand
         generation, consumer response for complaint handling, support teams managing ‘crowd
         source’ communities
       • Ensure that issues that are surfaced in other departments get visibility into the contact center
         (entry into knowledge base)
       • The need to textual analysis skills in the enterprise. Can be leveraged across knowledge
         base, social media, email, chat, and speech analytics
       • Possibly position social media handling as career path for senior agents




12   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Implications for agent skill development


                                                                • A new call for ‘blended’ agents?
                                                                • How to engage the home agent?
                                                                • The unstructured nature of social media
                                                                • New self service channels (mobility, proactive
                                                                  outbound) – what happens when a call is
                                                                  extended to an agent from these channels?
                                                                • With a continued tough economy where turnover
                                                                  is low – how to keep agents engaged and
                                                                  ‘fresh’?




13   Entire contents © 2011 Forrester Research, Inc. All rights reserved.
Multi-channel Support Increases Complexity and
Impacts Agent Performance
Impact of Agent Performance on Service Metrics




                           Source: November 2010 Knowlagent
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
Wait Time: Five Weeks of Really Bad, Boring Vacation

 Wait time = Five weeks; 2 minutes at a time.
                                                           Secondary Loss
  24 x 2 minute breaks/ day             12%                (off-phone work)
                                                           Primary Loss
 120 x 2 minute breaks/ week            17%                (Absenteeism, vacations
                                                           , etc.)
 480 x 2 minute breaks/ month                               Wait Time
                                        11%
5,760 x 2 minute breaks/ year

                                                           Call Handle time

                                        60%

Costs our industry $30 billion/year

                                              Source: 2010 Contact Center Shrinkage Survey

                                      Category 1
Wait Time: Five Weeks of Really Bad, Boring Vacation

Wait time = Five weeks; 2 minutes at a time.
                                                         Secondary Loss
                                      12%                (off-phone work)
                                                         Primary Loss
            Active Wait               17%                (Absenteeism, vacations
                                                         , etc.)
                                      11%                 Wait Time



                                                         Call Handle time

                                      60%



                                            Source: 2010 Contact Center Shrinkage Survey

                                    Category 1
Shifting Shrinkage into Active Wait
  Measurable productivity gains are realized by shifting 4.5 hours of
  training, coaching, and communications into Active Wait time each
  month.

                                   Labor Savings
                                     $810,000
       Shrinkage      $8,640,000                      Shrinkage      $8,640,000


                                   Active Wait Time
       Wait Time      $3,024,000                      Wait Time      $2,214,000




       Handle Time   $17,136,000                      Handle Time   $17,136,000




                                                                          19
Push Almost Any Activity From Shrinkage to Wait
                           Today

 Training/Knowledge
                           Occupancy
     Compliance training
     FCR training
                           Call Volume
 Performance
     Coaching on quality

 Communication
    Weekly union           Tomorrow
    communications
                            Occupancy

 Back-Office
    Claim or application    Call Volume
    processing
Customer Satisfaction
   Getting First Call Resolution Done

Major U.S. Telecommunications Company


Using Knowlagent to deliver more
training, coaching, and communications to over 45,000
agents

Increased Delivery
“Delivered more training time to a site in 5 days using
RightTime than was delivered over 1 month when
manually scheduling time”

Improved Take Rate
“71.7% take rate for RightTime
vs. 59.4% take rate for pre-scheduled breaks”
Key Takeaways

• Emerging trends in the multi-channel contact center increase
  complexity of agents’ job.
• Improving agent performance is crucial for enhancing the customer
  experience.
• Enterprise investment in workforce optimization and support for
  home workers is on the horizon.
• Wait time is abundant and when optimized, lessens the impact of
  incremental costs of improvement.




                                                        22

Taking on the Multi-Channel Call Center

  • 1.
    Taking on theMulti-Channel Call Center Proven Strategies that Increase Productivity and Improve the Customer Experience 1
  • 2.
    Knowlagent at aGlance Call center agent productivity solution Headquartered in Atlanta, GA Founded in 1995 300,000+ agents in 17 countries using Knowlagent SaaS 2
  • 3.
    Art Schoeller Principal Analyst Contactcenters Unified Communications 3 © 2009 Forrester Research, Inc. Reproduction Prohibited 2011
  • 4.
    Eight emerging trendsfor contact centers Social Proactive Speech Media Communications IVR platforms Unified Customer Communications Analytics Multi-channel Video and SIP replaces CTI Integration Mobile support 4 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 5.
    Market forces drivea renewed interest in true contact center architectures IVR Phone Email Web Video SMS Chat Multimedia customer interaction platform (CTI) or SIP Social Media Workforce Component Knowledge Reporting mgt. management Quality Analytics Formal center Home agents monitoring Presence Business Intelligence Perform. Expert mgt. Access Business Remote expert eLearning Apps Virtualization 5 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 6.
    Communication channel usagetrends…today 6 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 7.
    ….and tomorrow 7 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 8.
    And interactions willcross channels as well! Browse community Social forum Browse Web Browse Tweet Facebook page In Person Service Agent Sales Agent Contact Center Mobile IVR Mobile 8 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 9.
    Where enterprises willinvest Which of the following upgrades is your firm planning for your contact center(s) during the next 12 months? Multiple responses accepted Workforce optimization 43% Support for home workers 40% Computer telephony integration 40% Proactive outbound notification 39% Upgrade to IP 36% Upgrade IVR 35% Social media support 31% Add speech recognition applications to IVR 25% Multichannel integration 21% Contact center managed services 19% Multimodal support such as mobile SMS and video 14% None of the above 8% Don't know 4% Other 2% Base: 304 North American and European networks and telecommunications decision-makers at companies with 50 or more contact center seats. Source: Forrsights Networks And Telecommunications Survey, Q1 2011 9 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 10.
    Proactive Communications becomescost effective way to reach customers • Outbound notification and alert systems for – Emergency notification – Collections – Customer care • Customer care represents fastest growing market segment • Reduce incoming calls and support revenue generation activities • Stand alone offering or blended IVR application • Support alerts to multiple devices, phones, cell phones, SMS, email • Allow customer to transfer to agent as needed • Uses advance speech technology for automated interactions 10 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 11.
    Mobile device andvideo support are becoming core requirements • Mobile device processing power and increased bandwidth open new opportunities for self service • Market growth due to increased use of cell phones as smart devices such as iPhone and Android to contact customer service • Video or video clips to smartphones become increasingly popular in EMEA where video phones widely supported • Integration to contact center means another pathway for connecting with an agent 11 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 12.
    Contact center integrationof social media Observations • Smaller volumes – may not require full queuing, routing, reporting structure • Highly unstructured • The entire industry is ‘on a journey’ exploring social media metrics Recommendations • Connect with departments leading social media effort – marketing for branding and demand generation, consumer response for complaint handling, support teams managing ‘crowd source’ communities • Ensure that issues that are surfaced in other departments get visibility into the contact center (entry into knowledge base) • The need to textual analysis skills in the enterprise. Can be leveraged across knowledge base, social media, email, chat, and speech analytics • Possibly position social media handling as career path for senior agents 12 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 13.
    Implications for agentskill development • A new call for ‘blended’ agents? • How to engage the home agent? • The unstructured nature of social media • New self service channels (mobility, proactive outbound) – what happens when a call is extended to an agent from these channels? • With a continued tough economy where turnover is low – how to keep agents engaged and ‘fresh’? 13 Entire contents © 2011 Forrester Research, Inc. All rights reserved.
  • 14.
    Multi-channel Support IncreasesComplexity and Impacts Agent Performance
  • 15.
    Impact of AgentPerformance on Service Metrics Source: November 2010 Knowlagent
  • 16.
    Time Invested forImprovements 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
  • 17.
    Wait Time: FiveWeeks of Really Bad, Boring Vacation Wait time = Five weeks; 2 minutes at a time. Secondary Loss 24 x 2 minute breaks/ day 12% (off-phone work) Primary Loss 120 x 2 minute breaks/ week 17% (Absenteeism, vacations , etc.) 480 x 2 minute breaks/ month Wait Time 11% 5,760 x 2 minute breaks/ year Call Handle time 60% Costs our industry $30 billion/year Source: 2010 Contact Center Shrinkage Survey Category 1
  • 18.
    Wait Time: FiveWeeks of Really Bad, Boring Vacation Wait time = Five weeks; 2 minutes at a time. Secondary Loss 12% (off-phone work) Primary Loss Active Wait 17% (Absenteeism, vacations , etc.) 11% Wait Time Call Handle time 60% Source: 2010 Contact Center Shrinkage Survey Category 1
  • 19.
    Shifting Shrinkage intoActive Wait Measurable productivity gains are realized by shifting 4.5 hours of training, coaching, and communications into Active Wait time each month. Labor Savings $810,000 Shrinkage $8,640,000 Shrinkage $8,640,000 Active Wait Time Wait Time $3,024,000 Wait Time $2,214,000 Handle Time $17,136,000 Handle Time $17,136,000 19
  • 20.
    Push Almost AnyActivity From Shrinkage to Wait Today Training/Knowledge Occupancy Compliance training FCR training Call Volume Performance Coaching on quality Communication Weekly union Tomorrow communications Occupancy Back-Office Claim or application Call Volume processing
  • 21.
    Customer Satisfaction Getting First Call Resolution Done Major U.S. Telecommunications Company Using Knowlagent to deliver more training, coaching, and communications to over 45,000 agents Increased Delivery “Delivered more training time to a site in 5 days using RightTime than was delivered over 1 month when manually scheduling time” Improved Take Rate “71.7% take rate for RightTime vs. 59.4% take rate for pre-scheduled breaks”
  • 22.
    Key Takeaways • Emergingtrends in the multi-channel contact center increase complexity of agents’ job. • Improving agent performance is crucial for enhancing the customer experience. • Enterprise investment in workforce optimization and support for home workers is on the horizon. • Wait time is abundant and when optimized, lessens the impact of incremental costs of improvement. 22

Editor's Notes

  • #7 Don’t feel that you have to offer all the communication channels available to your customer base. Pick the ones that you can support well from a biz perspective, and make sure that your channels are not implemented in technology silos. Also be aware that some comm channels, like chat, and forums tend to have much higer satisfaction ratings that others like, email.
  • #8 Choose the comm channels as well that your customer base wants to use. If you have younger demographic, you may want to embrace the real time channels like chat, SMS or newer technologies like virtual agents or twitter more than if your customer base is older.
  • #11 MATT: CUE for Poll QuestionPoll Question: Does your contact center have any plans to implement proactive communications to improve customer service efforts?YesNo
  • #16 Original question asked of survey respondents: For any of the following that you measure, please select the impact of agent performance has on each on a scale of 1 to 4 where 1 is low impact and 4 high impactMATT: CUE for Poll QuestionQ:If you are tasked with improving a metric related to a customer experience, please select the statement that is true.Additional resources/budget have been allocated to make the improvementThe improvement must be made with existing resources/budgetI have not been tasked with this improvement
  • #18 MATT:
  • #19 MATT:
  • #20 MATT: CUE for Poll QuestionQ: If you could turn unproductive time into productive time and gain an extra 2 hours per agent per month, what would you do with the time?Remove labor hours from the businessInvest hours in agent improvements (coaching, training, etc.)A combination of both 
  • #21 Matt: discuss finding time by moving shrinkage to wait time