Find the root cause and you’ll really make the problem go away.

On March 14, 1757, the British admiral, John Byng, was executed by firing squad for failing to win a battle against the French Navy in the 7 Years War. It turned out that his punishment was unfair, he had lost the battle because his ships were in a poor state of repair, the result of logistics issues.

Portrait of Admiral John Byng by Thomas Hudson, 1749

Portrait of Admiral John Byng by Thomas Hudson, 1749

It’s not uncommon for some contact center managers to adopt a similar principle for resolving issues. An employee is found, made responsible and dismissed. The unfortunate employee is not always the cause of the problem.

In the name of both fairness and effective problem solving, other methods of investigating issues have been developed. A common practice in industrial quality management is root cause analysis. The principle behind this is that the cause of an issue is likely to be a process rather than an individual. There are many techniques, but two can be easily applied to the world of contact centers.

The first is to create a detailed timeline of the events leading up to the issue. Where issues are related to calls or customers, the specific calls can be identified easily and played back to see what was actually said to the customer. At this point it makes sense to look back at training materials and coaching records. This may contain clues to explain aspects of agents’ behavior that contributed to the problem.

The second technique is often called the “5 Whys” technique. Let’s imagine a case where a number of agents have knowingly registered an outbound sales call as being a sale, even though the customer made no commitment. The first “why” would be asked of the agents: “Why did you register the call as a sale when you knew it wasn’t?” The agent’s answer might well be: “To get the commission.” The second “why” might seem obvious, but it serves a purpose: “Why did you risk losing your job to get the commission?” The agents might well answer: “Because we don’t get paid a basic salary.”

The third question might then be to the contact center management: “Why don’t you pay the agents a basic salary?” The contact center management might answer: “Because we have a risk and reward contract with the client.”

The fourth question would then be to the senior management: “Why did you agree to a risk and reward contract with the client?” The answer to this might well be: “The client told us this is what they were offering, it was a “take it or leave it” situation.”

The fifth question at this point would be: “Why did you take on a contract at such disadvantageous terms?” The answer might then be: “Because we needed the work.”

The fundamental root cause of the issue is the risk and reward contract the contact center agreed with the client. This cannot be changed at short notice, if at all. What can be addressed is the fact that the agents don’t get paid a basic salary. They have no incentive to be honest. Failing to sell will have the same result for them as being dismissed from the company, a loss of income.

There is no doubt in this case that the agents should be dismissed. They deceived their employer in order to get paid. To reduce the chance of the issue recurring however, the organization would be wise to look into how their agents are paid.

Next time you face an issue in your contact center, it might be worth finding out the root cause before dismissing someone.

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Does anyone like writing down processes?

Contact centers are process driven environments, yet frequently, documenting processes is one of those jobs that has to be done, no-one wants to do it and everyone has an opinion about it when someone else does it. It’s also a job that needs to be done slowly and carefully, but is usually requested at the last minute. So what is the fastest way to document a process at a fairly high level while retaining enough information to make it useful?

One approach is called the SIPOC chart. This is an acronym that translates into “Supplier, Input, Process, Output, Customer.” The basic principle is to create a chart with each of these five headings.

Sample SIPOC

Sample SIPOC chart showing inbound call process

It’s best to start with the process itself, which can be expressed as a series of events in bullet points (a maximum of 10 for very high level overview). On the left hand side, we then complete the inputs column. This contains everything that the process requires to run. To the left of this column, we complete the suppliers column. This contains the names of the people and organizations that supply these inputs. On the right hand side of the process column, we fill in the outputs which the process produces. This should include not only the final product, but any documentation or data produced and also any by products. To the right of this, we have the customer column. here we fill in the names of the people and organizations that receive these products.

In one document, you will not only have a simplified account of the steps of the process itself, but you will have identified many of the drivers and products of the process and the people who affect and will be affected by the process.

This is a very high level approach. Engineers, analysts and computer programmers will need something that is a lot more detailed. In this case, the SIPOC chart would be a starting point to generate the questions and discussions needed to describe a process in more detail.

One mistake many people make in documenting processes is to mix what the boss would like to happen with what really happens. If you are planning to improve an existing process, it is essential that you document the process “as is”, talking to the people who are the closest to the process as it happens. Doing anything else is like treating a sick person in hospital without knowing what he is suffering from.

Any document is only as good as the information it contains, so consider your sources carefully, and you will write a more accurate and therefore more useful document.

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Which is more profitable, cutting costs or losing customers?

In the current economic climate, many businesses today are concentrating on achieving high levels of operational efficiency, making their activities more profitable by cutting operating costs. This works very well, as long as the business retains its customers.

Contact centers constantly grapple with the problem of how to cut costs without ruining the customer experience. The classic example is the contact center managers’ desire to reduce Average Handling Time (AHT), the length of time is takes an agent to deal with a customer, while retaining First Call Resolution (FCR)  – the percentage of calls where the customer’s request is fulfilled on the first call, and customer satisfaction scores.

If an agent adheres to the process too strictly, the customer will say s/he is “robotic”. If an agent doesn’t give the customer time to explain the problem, or s/he doesn’t work his/her way through the problem solving questions, then the customer may need to call again, because his problem wasn’t solved. The customer may also think that the agent didn’t listen and was rude.

This dilemma is not going to go away. More organizations will progress to voice activated IVRs. Customers will be routed through automated processes to meet simple requirements. They  will only speak to a human for the complex tasks. Customers are not going to like talking to machines. I’ve never met anyone who enjoyed dealing with an IVR saying “Press 1 for….., press 2 for… etc.”

As long as all the competitors in a specific industry follow this trend, the customer will have no choice.

All it takes is one player to move in the other direction, give superior human service and operational efficiency will be turned on its head.

Think carefully about your projects to improve operational efficiency, and make sure you don’t get so efficient that you lose your customers in the process!

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Hot Contact Center Issues… Are they keeping you up at night? Let’s talk.

I have been reading a lot about the most common issues that contact centers face. Id like to ask you, our readers, partners and customers how YOU handle these commonly recurring issues.

We know contact centers face many challenges. We believe these are the core.  Do you agree that the issues shown below really are the most important?  Help me to improve this list. Let me know if you feel there are additional challenges or more pressing ones than these listed.

From my reading, agent attrition is one of the most challenging issues to overcome. Many companies address this through various incentives, training programs and an active corporate culture. Is agent attrition really an issue or are contact centers able to cope with a healthy churn? Can they absorb the recurring costs of recruitment and training? What can they do to minimize recruitment and training costs? How does this affect contact center quality? What do they do to lengthen the agent life cycle and achieve effective retention?

Customer satisfaction and Customer experience is at the top of the list for some, and maybe a step behind call handling costs for others.  Is there a cultural divide between East and West on which is considered to be the most important? While the West strives for the highest level of customer service, focusing their KPIs on net promoter and CSAT scores, the East seems to be focused on reducing costs and increasing operational efficiency. I Imagine all of you would agree there has to be a fine balance between the two.  Help us to understand which of these is of a higher priority for you and your organization. Don’t forget to let us know where you are based so that we can test how real this cultural divide really is.

Managing Risk and Compliance is a combination of training, script adherence, call recording and most importantly quality monitoring.  What technologies do you rely on to protect you?  Do you find that there is a tough balance between maintaining compliance and maintaining performance? Are you recording 100% of your calls and pushing your QM team to monitor for any infringements? Are you doing anything innovative or cutting edge? We’d like to hear about it!

Many books have been written about leadership and performance. Let’s narrow the discussion down to Performance versus Motivation.  This is also a key component to employee attrition.  How do you motivate your staff to produce a better performance?  How does this affect how long they stay with you?

ZOOM is very much interested in hearing your thoughts on these topics.  Add your thoughts and comments below and let’s talk…

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“Because I said so!” A few tips on defining standards.

How many times has a child asked “why?” and received the answer “Because I said so!”?

When contact center staff ask their managers the same question, they expect a more comprehensive explanation. This is especially true when their team leader has just told them that their calls are of poor quality.

To give a comprehensive answer, the contact center needs comprehensive quality standards. There are many contact centers which have questionnaires that rate product knowledge as “Good”, “Average” or “Poor”. Others give points scores out of 5 or 10. There is no explanation of what these grades mean.

In the education world, language examination boards have faced the same problem for many years. Their solution is to give their examiners precisely worded descriptions of the performance that would earn candidates a specific score.

A maximum score for product knowledge might be given when the agent’s performance matches the following description: “The agent gave the customer a complete and fully effective solution to his issue. The agent fully anticipated the customer’s additional needs and gave solutions to these as well.” The lowest score might be for the following: “The agent’s solution did not provide a solution to any part of the customer’s issue. The agent did not anticipate any further needs that the customer might have.” Various bands could be created in between these 2 extremes with scores given accordingly.

With such descriptions, the agents can then be told their score, shown the description and invited to listen to the recorded call themselves and in this way understand why the evaluation was made and what they need to do to improve.

That is quality management that works.

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ZOOM & LiveOps Launches Hosted Screen Capture with Zero Install

No doubt agent screen capture is a great tool for call centers. Opposed to what a lot of people think, the primary purpose is not spying on agents but to get a better understanding of what it takes to do their job. Why does one agent have an average call length of 20% higher than the others when he/she should perform the same job? Is it lack of training on the latest CRM application, incorrect use of knowledge base or are the IT systems just to slow? And how about to use the recorded screens synchronized together with voice as content for coaching new agents on how to perform standard tasks?

The challenges with deploying a screen capture solution in general are following:

  • There needs to be some kind of an application installed on the agent desktop. This application needs to be updated every now and then which can be painful from an administration perspective. In a large organization, every such change requires a lot of testing in a sandbox environment and roll out to users is slow and expensive.
  • Screen capture solutions tend to cause high load on the agent desktop, making his / her work harder to accomplish.
  • The captured screens generate a lot of data on the network and require large storage, which are still expensive in enterprise environments.
  • Paring agent desktops with phones can be a challenge too – free seating environments where agents log into a different phone and desktop every time they come to work can cause a lot of pain for administration and proper pairing of voice and screens.
  • There are all kinds of additional small glitches like security issues, firewalls & proxy servers in between the agent computers and data center or virtual environments that can make things much more complicated.

It is clear that all the issues above make it difficult if not impossible to offer screen recording in a hosted environment where you have often little control over the agent desktops, bandwidth is limited and the call center software is somewhere in the cloud. It kept us busy for some time and we didn’t want to give up that it must be possible to make it happen.

We have screen capture in ZOOM’s portfolio for several years now offered as ZOOM ScreenREC and naturally all the issues above were concerns to our customers during implementations. About 18 months ago we decided to change it once and for all and rewrite our screen recording solution from the ground up to make sure we address all the painful points mentioned earlier without a compromise. The “first version” of this new solution was released almost a year ago in September 2010 and now, by the end of July 2011 we are releasing a version where tons of small details were added to make it a perfect solution.

LiveOps logoWe are proud to announce, that we launched a hosted screen recording solution with LiveOps in July 2011. We have found in LiveOps a very knowledgeable partner that has experience in offering hosted contact center solution for very large customers. During the pilot phase with several LiveOps customers we learned how exactly the solution has to function so it will work flawlessly and without any efforts from administration and management. After all with the amount of agents connected to their cloud you can’t afford to troubleshoot often, it just has to work!

The screen recording that LiveOps is using today is exactly the same technology behind our ScreenREC so every ZOOM customer can enjoy it as well.. Here is a quick feature highlight:

  • ZOOM ScreenREC logoYou do not need to install anything on the agent desktop. Period. So how does it work? The agent desktop (doesn’t matter if it is Cisco, Genesys, AVAYA or your home grown version) executes a digitally signed applet that launches the screen capture client and it runs in the background, invisibly for the user. Once you logout of the agent desktop or close the application, the screen capture is closed as well. When capturing screens, the client never takes more than 5% of CPU, never disturbing the agents’ work. Simple and elegant.
  • We spent a lot of time and effort to come up with a way, how to use minimum bandwidth while keeping good quality of the image. We transfer only changes on the agent screen with configurable frames per second intervals, picture quality and scaling (you can still have very good overview what the agent is doing if the screen is scaled in 1:2 or 1:3 ratio).
  • The solution fully supports Citrix and Windows Terminal Services which are gaining popularity in contact centers for easy management and administration.
  • When the client application is launched, it contacts the server and establishes connection first which is then used by the server to start and stop recording. So there are no problems in passing firewalls since the connection is initiated from the agent desktop – an absolute must in hosted deployments.
  • Client can be told which agent ID is logged in to make proper pairing of voice with screens or it can read Windows login details and lookup the agent automatically – which means zero administration.
  • The process of uploading the captured changes on the screen is done via  http or https that push to a web server. The server doesn’t really do anything, it just stores the content to a file. Which means it can take a pretty big load of up to 1,000 concurrent sessions per server and by nature this scales out-of-the box just by adding more web servers. ScreenREC fully supports proxy servers as well, since they are often deployed in larger enterprises.

All ZOOM customers are welcome to upgrade to the latest ScreenREC free of charge (we do not charge for any major versions if you are under valid maintenance). Just contact ZOOM’s Sales Manager and we will make it happen for you :)

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Pie Charts Are Evil

Radioactive Pie Chart

Pie charts are popular, they are used often and consume space that can be used for more information. What information does a pie chart give you? The ratio between several different numbers, nothing less and unfortunately nothing more.

Quality management in a contact centre is about gathering information, analyzing  and taking action on it. We have to choose the right data and show them in a way that helps users to see the things they are interested in immediately.

You can express some information in many different ways. The meaning will still be the same. Choosing a right chart for a right use case may help users quickly see what is important. Talking about pie charts, you can express the same information in the following ways:



Pie Chart Representation

Pie Chart Representation

Table Representation

Bar Chart Representation

Simplified Bar Chart Representation

Another Bar Chart Representation

Of course, you can show this information in many other ways as well. The table shows exactly the same information as all the charts. Compared to the other charts it is quite difficult to see one piece of information that may be important for users – the ratio between the three values. Users have to read all the numbers and then calculate it. Even when done subconsciously it is still much slower to get the same information as you would get from the other charts.

It seems that the pie chart is perfect for the task. However it has one major disadvantage. It uses a lot of space and ink for too little information. You can, for example, use a stacked bar chart instead of a pie chart to include historic snapshots. By doing this you show users how the ratio and total amount have evolved over time. See the following example:

Bar Chart with Recent History

It is easy to imagine that you can fit more years into the same bar chart by making the bars thinner. Of course you can express history using pie charts. Even for just three years the pie chars do not look particularly great:

Pie Chart with Recent History

The bar chart may be used to show the history of  the last twenty years without problems. You can try showing twenty years using pie charts yourself. You would notice that pie charts do not look well when they get small.

Also notice from the above example that it is easy to compare the total amounts in the bar chart. You can instantly see that 2009 is roughly 50% higher than 2008 and 2010 is slightly lower than 2009. This is not so obvious in the pie charts. The problem with comparing the amounts is also related to the fact that a two dimensional area expresses a one dimensional value.

The quote “The only worse design than a pie chart is several of them.” by Edward Tufte tells it all. His book The Visual Display of Quantitative Information is a great starting point for anyone interested in designing useful informative charts.

So should you avoid using pie charts completely? No. Just think carefully before using them. If you want to express just a ratio between few quantities a pie chart may be a way to go. Do you want to show your dominant market share to impress people in a press release? The pie chart does that and does it really well.

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Capture performance through personalized coaching

Keeping your agents motivated can be one of the toughest challenges for your supervisors and coaches. Managing to keep all of your agents in high spirits and pushing for improved performance can be a juggling act. With today’s latest technologies it is easier to monitor activities and performance across your team also making it easier to skimp on the personal approach needed to ensure agents are mentally motivated. Coaching your agents to better performance doesn’t  always have to be through product knowledge, soft skills improvement, or target setting. Taking the time to understand and know your team through personal one to one sessions is the best way to prevent any potential issues that could cause performances to slip.

Coaching for motivation isn’t as conventional as coaching for performance. This type of coaching urges your supervisors to take the time to get to know the individuals that are working for the center and discovering more about their personalities, likes, dislikes, and hobbies. Closing the personal gap between supervisor and agents can help foster a positive transparent environment. This will lead to enhanced best practices and uncovering personal issues that may hamper an agent’s performance early. Taking the time to check your agent’s personal and mental health should be as important as your business KPIs. We have all seen how one agent’s poor attitude can affect the entire team.

Probing agents on their feelings about campaigns, environments and procedures will help them begin to open up. Asking them for their opinions and suggestions will prove fruitful and lead to agents feeling a sense of contribution and ownership.

Urging your coaches to take suggestions and opinions seriously can benefit best practices uncovering new operational efficiencies. Once agents are feeling comfortable sharing opinions and offering suggestions you will find that they will offer more personal information and a personal approach to work. Agents can offer a lot of insight as they are the ones that are constantly involved in the operational activities. Agents will be more likely to ask for help in areas of concern before their results communicate there is an issue.

Engaging your team at this level and checking their mental health as part of the coaching sessions is highly recommended! Coaches can offer support, help agents to work through their issues, and be a sounding board for their suggestions. Once agents have the platform to get their frustrations off their chest often coaches can move agents to a positive frame of mind alleviating the potential long term dip in performances or affecting their colleagues.

Individuals experience motivation in different ways, whether it is completing tasks, or competing to satisfy their ego or economical situation. People strive to achieve their goals for personal satisfaction and self- improvement while others compete with their surroundings. By understanding agent’s behavior and personal traits this will directly or indirectly affect an organization’s performance.

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500x Thank You!

We reached an important milestone at ZOOM today when we won our 500th customer. It is a very exciting moment and makes us look back to 2002 when we won our very first opportunity — a 15 seat call center in Czech Republic that was about to deploy Cisco IP Telephony & Contact Center and needed a recording solution. IP telephony still had the label of an unreliable toy and the market was super small, but growing. We won exactly 2 customers in total that year (the other deal was a 5 phone recording installation for an electricity trader) and we were working hard on our next opportunity — a 260 seat Cisco call center project. As you can imagine it was quite a tough time to deliver since the solution had to support a deployment that was of larger magnitude than our first project.

In 2005 we added our first US customer, which we sold during a couple of very long evening conference calls from my living room. Our big disadvantage at that time — not having any local people to do the installation — proved to be a strength later. We learned how to deliver entire projects remotely over VPNs and WebEx sessions. From the 500 customers in 51 countries, there were less than 20 where we had to travel to install the product on site since this was strictly the customer’s requirement. Our 100% indirect sales model counts on our partners to prepare the HW & infrastructure so ZOOM (or the trained partner) delivers the install on top.

While achieving a majority of sales from our office in Prague, it was becoming clear that we needed a local presence to make a real impact in the international market, so in summer 2007 we opened our office in Moscow, followed by establishing a real local US presence in the fall of 2008. In spring 2009, we signed a distributor in Dubai to locally support our growing customer base in the Middle East.

Another important milestone happened in January 2010, when Genesys selected ZOOM as its choice to provide their demanding customer base with a call recording & quality management solution under an OEM agreement.

It has taken us 6 years to win the first 100 customers! We threw a party every time we acquired a new order and enjoyed expanding internationally. Looking into our CRM, we added the last 100 customers in little over 6 months’ time. This would not have been possible without the trust of our customers and the hard work of our partners to whom we thank ALL for their loyalty. Let’s also not forget that there are some great people in ZOOM who made it happen too! Thank you all for being with us, and we can’t wait to celebrate the round number of 1,000!

fotosignature
Šimon Vostrý, founder & CEO

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ZOOM at UX Camp

This year ZOOM attended UX Camp in the Czech Republic. UX means User Experience, the art of making applications easy for real people to use. Naturally, we take UX in ZOOM very seriously when considering new features, so we saw the event as a great opportunity to get a new inspiration for the future design of our software. We also wanted to learn about what methods others use that would help us do create user friendlier software easier and faster.

I had the pleasure to speak at the event about how we are introducing user experience into our company. I talked about things that went well but also about things that did not go so well. I was able to mention just a fraction of my experience in ZOOM but I believe it helps others when developing their applications.

If you did not attend the event you missed a lot. You can find some of the presentations on Twitter #uxcampcz. You can view our slides on SlideShare. Remember, however, that slides are nowhere near the experience of watching speakers on stage.

Enjoy!

UX in ZOOM on SlideShare.net

View more presentations from ZOOM at SlideShare.net.







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