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First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

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Page 1: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

First Contact Resolution/ Customer Experience

May 13-16, 2014

Nashville, TN

1

2014 Customer Service BenchmarkingData Review Conference

Page 2: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Agenda

◼ Guidelines Review – what’s relevant for FCR

◼ Key Measures

◼ Anomalies, Issues, Outliers and Corrections

◼ Next Steps

Page 3: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Customer Service Benchmark Study Organization

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CS Support and CS ITCS Support and CS IT

Customer Contact• Contact Center• Local Office• Self Service• Contractors• Credit Inbound calls

Customer Contact• Contact Center• Local Office• Self Service• Contractors• Credit Inbound calls

Back Office•Billing•Billing Field Policies•Payment Processing

Back Office•Billing•Billing Field Policies•Payment Processing

Field Service• Change of Account• Billing Field Orders

(meter investigations)

• Credit Field Orders• Order Management

Field Service• Change of Account• Billing Field Orders

(meter investigations)

• Credit Field Orders• Order Management

Meter Reading• Manual• Mobile AMR• Fixed Network AMI

Meter Reading• Manual• Mobile AMR• Fixed Network AMI

Revenue Management• Credit Office and

Outbound calls• Credit Field and Inbound

Contact Policies• Revenue Protection:

Office and Field

Revenue Management• Credit Office and

Outbound calls• Credit Field and Inbound

Contact Policies• Revenue Protection:

Office and Field

Customer Life-cycle: Meter Set to Cash Measures, Policies & ProcessesCustomer Life-cycle: Meter Set to Cash Measures, Policies & Processes

Employees: Safety, StaffingEmployees: Safety, Staffing

Customer: Customer Satisfaction, First Contact Resolution, Customer ExperienceCustomer: Customer Satisfaction, First Contact Resolution, Customer Experience

Areas excluded:◼ Energy Audit/Energy

Efficiency Group◼ Meter Change-out◼ Account Executives

Page 4: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Guidelines Review

First Contact Resolution

Page 5: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Definition for FCR, As Presented by 1QC Based on Research and Practices Reviewed

◼ “First-Contact Resolution (FCR) is the percentage of initial contacts that do not require any further contact to address the customer reason for calling/contacting. The customer does not need to contact the company again to seek resolution, nor does anyone within the organization need to follow-up. Ideally, first-contact resolution should be defined from the customer perspective.”

(composite from multiple research sources)

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Page 6: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Subject Areas in the FCR Section

The FCR section is relatively brief, although asking about a very important area of Customer Service. Key questions cover the following:

◼ FCR Self Assessment

◼ FCR Value (actual % value calculated by your company)

◼ FCR Definition, Frequency and Channels Measured

◼ FCR Scope, Measurement and Functions Participating

◼ Customer Experience

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Understanding FCR helps 1QC in its analysis of contact volume, quality and the related cost to serve your customers

Page 7: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

First Contact Resolution 2nd Draft Scan(Section FR)

7 companies are yet to enter any data Companies with more thorough responses are 21, 27, 29, 32 and 33 Some companies show that they have programs, but do not provide definition, what

is measured, or scope--please review and provide

Page 8: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Please Provide your FCR Score

Page 9: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Status

9Based upon “completion reports” run on May 9.

• Minutes from this meeting will be available by May 23.• Next Deadline is June 2. This draft will be your last chance to see how your

data compares before the final report, so you need to have all of your data input and correct at this time. The final deadline is for ensuring all of your data is correct.

• Your data coach will help you finalize your data.

Page 10: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Further Breakout… First Contact Resolution

Based upon “completion reports” run on May 7.

First Contact Resolution

Organization Answered Not Applicable UnansweredCentral Maine Power 13 12

CPS Energy 3 13 9DTE Energy 25

Entergy 23 1 1Exelon - BGE 25

Exelon - ComEd 21 1 3Exelon - PECO Energy 22 2 1

Hydro-Québec 25New York State Electric & Gas 25

Oncor Electric Delivery 17 7 1PSE&G 20 5

PSE&G Long Island 25Rochester G&E 25

Tacoma Public Utilities 5 12 8We Energies 25

Westar Energy 20 1 4Total 144 49 232

Page 11: First Contact Resolution/ Customer Experience May 13-16, 2014 Nashville, TN 1 2014 Customer Service Benchmarking Data Review Conference

Thank you for your Input and Participation!

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Ken Buckstaff [email protected]

Gene [email protected]

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Rob [email protected]

Debi McLain [email protected]

Your Presenters

First Quartile Consulting is a utility-focused consultancy providing a full range of consulting services including continuous process improvement, change management, benchmarking and more. You can count on a proven process that assesses and optimizes your resources, processes, leadership management and technology to align your business needs with your customer’s needs.

Visit us at www.1stquartileconsulting.com | Follow our updates on LinkedIn

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