Have you attended NENA’s recent webinar on “Quality Assurance & Improving PSAP Call Taking”?  Clearly, NENA sees, encourages and supports the progression of PSAP (Public Safety Answering Point) communications towards better standardization in communication protocols and procedures, backed by improved quality control that leads to timely improvements - before call taker knowledge gaps or procedural problems end up costing human lives. This was a great affirmation for many attendees of the webinar who already started this process or are preparing to get started. Indeed, our experience with hundreds of PSAPs around the nation and engagement in NENA’s NG9-1-1 partner program point towards the pressing need to rethink the way PSAP communication standards are implemented, communicated to employees, and enforced through Quality Assurance (QA) and Quality Improvement (QI) processes.    

A least 60% of PSAP centers have already wised up to the trend of objective and consistent quality monitoring of their emergency communications - they have implemented or are about to implement formalized QA and QI tools and processes.  Has your agency joined this forward-thinking majority, or do you participate in the other 40%?

Successful PSAP Quality Assurance process does not really need to be expensive or painful to implement, even though some agencies still perceive financial and staffing constraints as delaying factors. Let’s take a closer look at these four signs of succcess:

1. Standards, protocols first – standardization of PSAP communications and information gathering procedures should always be the first step in the QA process, as that’s what you ultimately want to enforce.  Apart from obvious gains in accuracy and efficiency in your emergency communications, the ability to demonstrate that you follow standard protocols will help you in a court room or in communications with general public or media. This approach also greatly helps with acceptance and cooperation of your PSAP employees – you will need everyone’s buy-in for the QA program to be successful.  Agencies who do not have formalized protocols in place can either purchase a toolset that includes them or they may be able to learn from surrounding agencies who are more experienced in this area.

2. Communicate before you implement QA – without proper introduction to all PSAP employees where objectives, methods, and standards of the new QA process are explained, chances are rather high that the QA monitoring process will be seen as punitive, distracting, or otherwise negative.  Open book approach is what works best – present the new program as a team effort and a source of timely help, appealing to the desire of emergency communicators to provide best possible service to citizens.  After all, a vast majority of them applied for this job because they want to help people in need.

3.  Align your QA & QI tools with standards and protocols – the notion that one size doesn’t fit all couldn’t be more pronounced in PSAP QA.  Since different call types require different knowledge, protocols and attitudes, plan for a set of evaluation forms that are closely aligned with the requirements of different calls.  For example, you wouldn’t want to evaluate a call where a domestic violence problem is reported by using a generalized police dispatch QA form, or a form that has a mindset of assisting a heart-attack victim. The latest QA software can be inexpensive yet powerful, allowing you to define any number of QA forms and then automatically associate those forms to the right call types. With VPI QALITY, you can even automate the selection of most important calls for evaluation, as those communications where human life is at stake require much closer attention than a cat in a tree problem.

4. Integrate Quality Improvement - consistent, objective QA evaluation is likely to uncover gaps in employee knowledge, consistency, or even procedural defects and will inevitably point towards opportunities for improvement.  This works best when the improvement mechanism is directly integrated into the QA process.  For example, VPI QUALITY call taker evaluation software can be set up to send alerts to supervisors about potential or actual problems that are serious enough to require timely personal attention.  Call takers and dispatchers can be automatically notified about results of their evaluations (good-bye surprises long time after the call), along with automated, personalized selection of learning materials that will help them improve – without the need for personal meeting with a supervisor to discuss every minor problem.  Employees will also appreciate timely recognition – when they earn a high QA score, you can have the system set up to send them a congratulatory message immediately. Top achievers can and should be recognized publically – you can broadcast this information through automated, built-in processes as well.   

By now, you may be thinking: “great, but this looks like it will take a lot of work and money.”  The good news is that you don’t have to buy much hardware, software and invest a great deal of your own time to get your QA/QI program off the ground. Look into special incentives offered by QA vendors like VPI in 2012. And did you know that it is now available as a third-party service? Something to consider, even if you intend to be on your own at some point in the future.  With a QA service engagement, you will gain a great deal of know-how, which will prove to be rather helpful in planning your next steps. 

Just like a home that sometimes needs to be refreshed, traditional quality assurance has reached a fork in the road of its 30-year life. Now's the perfect time to re-evaluate the way we monitor and measure our call center agents and “cleaning house” in the Quality Assurance (QA) department to make room for analytics-oriented QA tools and best practices. By implementing this makeover in your contact center, you can radically reduce manual steps required by most QA applications by more than 60 percent. And, who among us can’t use 60% less manual work?

Get started with these key items of focus in the new article 'Extreme Makeover: Contact Center QA Edition' authored by Patrick Botz, VP of Workforce Optimization at VPI, featured this month’s issue of Contact Center Association’s Inbound Magazine:

• Random Selection = Random Results The focus is no longer just on recording calls or randomly checking on how well agents adhere to scripts and policies, but rather upon prioritizing customer interactions according to their business value – so that every minute of the in-depth quality evaluation is optimized by its potential to deliver business insights.
• Embrace the New Generation of QA The new generation of QA goes far beyond internal agent compliance – representing a rebirth and evolution of the concept of QA designed to meet the needs of today‘s contact centers. The new, intelligent QA systems rapidly identify and deliver insights into critical business issues and opportunities to improve the customer experience and revenue.
• Using Analytics to Focus QA on Desired Business Outcomes Tagging data directly from desktop screen analytics enables you to focus your QA resources on calls with outcomes such as: Was the call put on hold? Was it transferred? What level of employee was it handled by? Was it a VIP customer? Was there a sale or no sale? What was the value of the sale?
• Re-evaluate your current QA Evaluation Forms As your business evolves every year, so should your QA forms. Ask questions on your call center quality assurance forms that are interesting to your business. Any question that makes the form should be owned and some should be held accountable for that question. For example, if “Upselling” falls below a certain threshold, who is accountable for making sure that agents are being properly coached and trained on upselling? And consider using different QA forms for different call types to get more valuable information from your QA program.
• Rapidly Close Skill Gaps With an automated QA solution, instead of flying blind, every agent, supervisor and executive gets their own personalized desktop ticker, dashboard and scorecard displaying all the metrics or KPIs on which they’re measured in real-time. This level of transparency often leads to improved agent satisfaction and supervisor efficiency.

Spring cleaning may not have been enough this year. Is it time for an Extreme Makeover: QA Edition in your contact center? Check out the full article here. What are you doing to keep your contact center quality assurance program fresh?

Ahead of this year's holiday season, consumers charged more to their credit cards for second straight month. Robust holiday spending is driving the speculation that U.S. consumers are shifting their use of credit and debit toward credit. Early spending patterns do suggest that total credit card spending is increasing, as it has all year. Worldwide, consumers carry more than 1 billion Visa cards alone. More than 450 million of those cards are in the United States. The number of U.S. identity fraud victims rose 12 percent to 11.1 million adults last year. Credit and debit card fraud is the No. 1 fear of Americans in the midst of the global financial crisis. Concern about fraud supersedes that of terrorism, computer and health viruses and personal safety – one in ten Americans have already been victims of credit card fraud. Software.net found that as many as 40% of its transactions were fraudulent. Expedia.com lost $6 million due to fraudulent credit card purchases.

During the holidays and throughout the year, contact centers that engage in catalog sales, up-selling and/or cross-selling, service providers, and collection companies that take payments in the form of credit or debit cards can become unsuspecting targets of cyber criminals. The card information is typically entered by agents into a CRM or other sales automation software and may be recorded by voice and screen recorders. And there it resides - thousands and even millions of card records inviting remote criminals or even greedy employees to extract consumer card data for personal gain or sell into a sophisticated secondary market.

The payment card industry (PCI) established a Council to define technical standards aimed at minimizing the risk of cyber crime to the misuse of credit cards. The Council subsequently issued a Data Security Standard (PCI DSS) which details security requirements for members, merchants and service providers that store, process or transmit cardholder data. Contact centers and other organizations that accept credit card payments are generally prohibited from archiving sensitive information such as account numbers and security codes after payment authorization has been received. Compliance to PCI-DSS is now mandatory for all non-credit card 'issuing' organizations dealing with credit, debit and ATM cards, as defined by the PCI Security Standards Council - size of an organization and its annual sales are no longer a factor for exceptions. While being compliant to PCI DSS - an already daunting task - is the first part, it it also required that you prove your organization's compliance to PCI-DSS. This PCI Audit is performed either with a set of questionnaires or by a Qualified Security Assessor, external to the organization.

On October 28, 2010, the Payment Card Industry Standards Council made a major update to the PCI Data Security Standard to clarify it. PCI DSS version 2.0 went effective on January 1, 2011. In PCI DSS version 2.0, the PCI DSS standards were clarified to require that no sensitive credit card information be stored within recorded calls, even if those calls are encrypted. The standards committee made the change because of the availability of sophisticated malware that could penetrate encryption algorithms. Organizations that do not take action by December 31, 2011 to ensure compliance with these new PCI call recording requirements could face costly fines. 

Achieving PCI DSS Compliance

To help organizations ensure compliance and avoid costly fines, VPI has developed an effective, affordable solution. The VPI CAPTURE PCI call recording system has the ability to detect when an agent enters an application screen with sensitive information, when sensitive information is inputted, and when they leave a screen containing sensitive information.  The VPI telephone voice recording system then has the ability to promptly mute sections of recorded audio and mask screen video during this sensitive portion of the call.


To further secure sensitive information, the VPI CAPTURE PCI DSS call recording system help you:

• Secure File and Data Transport and Storage Encryption – VPI uses built-in end-to-end data encryption and key management to secure the SQL database that holds attributes of all recordings. The media manager provides for AES 128, 192, 256 or variable bit encryption/decryption when files are stored and accessed from the media manager.
•  Ensure Authenticity with File Watermarking - Every call within the VPI system is wartermarked in real time to ensure authenticity. VPI offers a powerful application to validate the authenticity of any WAV file.
• Monitor User Activity with Detailed Audit Log Reporting – VPI records all user activity within the system so that organizations can conduct full trace audits to determine who accessed any recording in the system and when - for playback, export, or any other critical events.

Renowned contact center market research firm Pelorus Associates just published a new and exciting resource guide on the use of analytics in the contact center. In it, they discuss 7 problems that can easily be solved with desktop analytics:

1. Measurement and analysis of first call resolution (FCR)
2. More effective agent evaluations
3. Optimizing call handle time
4. Campaign analysis
5. Identification of at-risk customers
6. Collections optimization and compliance
7. Achieving PCI-DSS compliance

Chief analyst and author Dick Bucci does a great job of illustrating the power of contact center analytics by describing the challenges faced by the contact centers of a fictional cable company. By digging deeper, desktop analytics like VPI Fact Finder can, for example, identify outstanding agents out of seemingly poor-looking call handle time statistics by uncovering call types, processes, and policies that are unnecessarily increasing handle time. Other compelling examples include the poor results of a marketing campaign that were turned around once analysis showed that agents were having to return calls due to lack of training. Once the agents received proper training, the campaign met its revenue goals.

Another powerful capability of call center analytics is providing more effective agent evaluations. The primary aim of these evaluations should be to improve performance by identifying specific target areas for coaching and training support. Call center analytics software allows for selection of call monitoring on the basis of several criteria, including call type, call length, repeat callers, customer type, disposition code, credit score, account balance, and many others. You can even combine criteria to track very specific types of calls.

Finally, desktop analytics is a critical factor in increasing collections while maintaining compliance with federal regulations.  It can help to identify best practices that help speed collection of overdue accounts and ensure that all contacts made are within compliance guidelines.

Download your complimentary copy of the guide 'How to Solve 7 Everyday Contact Center Problems with Analytics' now to learn how you can put this powerful tool to work in your contact center.

• It is timelier and less costly
• It enables companies to prioritize the review of the interactions by categorizing interaction recordings by business issues and outcomes
• It has a more unified structure
• It is more objective, so all participants can trust the outputs

Lately it’s been tough to find much positive news about business and the economy. However, the latest report from the National Association of Call Centers (NACC) shows a very positive outlook for the contact center industry. The benchmarking report shows that the contact center industry has rebounded from the recession and has been steadily growing over the past couple of years. In fact, 95% of the respondents felt that economic and business conditions in 2011 will be the same or even better than they were in 2010. Download the North American Contact Center Industry 2011 Mid-Year Update and Forecast research report now to learn more about how our industry has weathered the tough times and come out smarter, stronger and prepared for the future.

In this report you’ll learn what the NACC sees as some of the contributing factors to the industry's resilience, including:

• Advances in Workforce Optimization technology, including quality monitoring, performance management, E-learning and workforce management.
• Growing interest in Social Media
• High interest in Desktop Analytics solutions
• How First Call Resolution is being tracked
• Key Unified Communications trends
• Contact Center Hiring patterns and trends

Recently, VPI teamed up with Ovum Research, a premier analyst firm in the technology and telecom sectors, on a new white paper titled “Getting Workforce Optimization Right: How to Align Your Agent Training and Management with the Needs of Your Customers.” It was a great opportunity for us to learn firsthand what Ovum Analyst, Aphrodite Brinsmead, sees as the “must haves” for best-in-class contact centers to use as Workforce Optimization Technologies (or WOTs as she calls them). She specifically focuses on the many advantages of levering an integrated workforce optimization suite, like VPI EMPOWER suite.

As I’m sure you’re painfully aware, contact centers are under immense pressure to improve customer satisfaction while at the same time, reducing costs. It seems that the mantra for businesses these days is “Do More With (much) Less.” This is challenging in any enterprise, but the contact center is unique in that its performance metrics and satisfaction scores are usually separated. It’s tough to know where to cut back or where to add staff when you can’t pinpoint the problems! Ovum believes that enterprises need to connect those traditionally siloed customer satisfaction metrics with agent performance, and tailor training accordingly. Makes perfect sense, right? But, in many cases, easier said than done!

This is where WOTs clearly provide a clear competitive advantage. This white paper shows you how to harness the power of these unified solutions in your own contact center. I really liked the graphic Ovum created to illustrate how the tools work together and the role each plays in the overall success of the contact center:

1. Quality Monitoring + Analytics: Desktop or speech analytics can be integrated with quality monitoring/call recording to automatically select important calls or call from a particular category to be monitored.
2. Quality Monitoring + Performance Management: This enable managers to combine quantitative and qualitative information for a complete assessment of contact center productivity and its contribution to the bottom line.

Leading industry analyst firm, Gartner, predicts that employees will account for up to 80 percent of contact center budgets in the increasingly demanding world of customer interaction. Such a substantial investment cannot be left to chance, yet, it is often an area that is overlooked and rarely reviewed by managers.

Like many other industries in which employee performance is crucial to the customer experience, the utility industry provides an essential commodity to the public. As they are often under intense scrutiny, utility companies must also take steps to minimize their exposure to liability issues. For utilities that provide direct service to retail power customers, the large volume of customer service calls they manage demands both courtesy and accuracy on the part of call center agents. And, consequently, their contact centers need reliable and effective quality monitoring and training solutions. Similarly, "upstream" energy providers specializing in transmitting power to other utilities need interaction recording systems to accurately record 100% of their service and event calls to and from their technicians (and other utilities) for liability protection and to recreate major incidents.

By now, most successful utility contact centers have already adopted baseline call recording and quality monitoring solutions –  the fundamental building blocks for any type of workforce optimization solution. However, although useful, these solutions can be of limited value if they are outdated, early generation quality monitoring applications,  and may be due for review and reevaluation..

The good news is that quality assurance technologies have evolved significantly. They have now reached  the point where they can enable contact centers to focus the entire process on what really matters and what can make the biggest impact on business performance – all without losing objectivity in the assessment of agent performance.

Anticipate and Plan for Agent Satisfaction to Maximize Operations and the Customer Experience

Customer service and help desk environments have traditionally been known as high-turnover environments, where employees tend to consider their positions to be transient or temporary. There are many things that contact centers can do to overcome this challenge.

To anticipate and reduce  turnover, it is best to give agents some time away from the phone for cross-training and multi-skilling. Allowing agents to respond to email or perform other administrative duties while they are mastering the skills of becoming expert contact center professionals makes their jobs feel more fulfilling and enables them to provide a better customer experience.

It is also crucial to provide ongoing training. This will keep agents engaged, alert and empowered to quickly and accurately resolve customer issues. In fact, with today’s tightly integrated quality monitoring and coaching software tools, skill development can be highly personalized according to the needs and objectives of each agent.

The Right Technology Can Help

In addition to process improvements, implementation of the latest technologies can be crucial to the continued success of utility contact centers. When liability and accuracy are the challenges, it is vital to adopt an interactions recording solution that can record 100 percent of calls and data interactions. Using an advanced telephone call recording solution, utility companies can determine what to retain, for how long, and on which storage device by implementing flexible, intelligent business rules. Recordings can be unified across audio and data sources and multiple locations while users can freely search, locate, playback and share using instant searches and filters.

The beauty of a completely integrated suite of workforce optimization applications is the interoperability. Each technology application – recording, QA, performance management, analytics, coaching, E-earning – has valuable capabilities, but multiple solutions can work symbiotically to provide even greater results. Beyond the immediate improvements in contact center performance and lowering operating costs, workforce optimization solutions allow for quick decision making, which helps resolve customer issues.

By adopting advanced technologies for monitoring quality and optimizing customer service — including analytics-driven call center quality assurance systems that help identify and automate routine contact center tasks — utility companies can dramatically improve performance and profitability. The decision to choose one solution instead of another depends on the specific utility’s needs, goals and circumstances. However, with modular workforce optimization software suites, there is a sensible, financially sound path for every budget and objective.

So many of our customers today are conducting business over the phone, which frequently includes processing credit card transactions. We all know how crucial it is to keep that personal data safe and secure – protecting the identities of the buyers and the reputation of the companies taking their sensitive information.

What some companies don’t know, however, is that in October 2010, the Payment Card Industry Council made a major update to the PCI Data Security Standard that tightened the rules for recording and access to sensitive credit card data. Like many other regulations, the requirements are detailed, the information is overwhelming and it may be hard to discern whether or not you are truly prepared.

PCI DSS version 2.0 went into effect on January 1, 2011. Organizations that do not take action to ensure compliance with these new requirements by December 31^st, 2011 could face costly fines and possibly even revocation of their rights to process credit card transactions.  Larger organizations will be required to pass PCI security audit to prove their compliance. VPI is here to offer insights and guidance.

For a limited time, you can download your free copy of the Call Recording Guide to PCI DSS Compliance authored by chief analyst, Dick Bucci, from Pelorus Associates, to learn:

• How the new PCI DSS requirements will affect your organization
• Important PCI DSS requirements that impact telephone call recording and call center quality assruance
• How to protect against breaches of sensitive card and personal information without sacrificing performance management, quality assurance call monitoring and call center coaching and training
• Six alternatives for preventing unauthorized recording, storing and access to sensitive credit card authentication data
• Best practices for securing at-home and remote employees

Internal efficiency coupled with quality of patient care, customer service, and communications within a network of linked organizations are quickly becoming top objectives for healthcare insurance plan providers and care givers alike. Since overall quality scores will directly drive healthcare funding incentives versus disincentives, organizations face an urgent need to reevaluate their tools and processes for measuring and improving quality. And that must include a close look at monitoring of call quality and operational effectiveness in contact centers. These new priorities are driven by the fact that healthcare is undergoing a major transformation today. The purpose of the reformation is to address the many challenges including increasing costs and decreased, outcome-based reimbursement. Healthcare organizations are also grappling with internal pressures like spiraling out-of control costs, critical shortage of qualified healthcare workers and high employee turnover, combined with external pressures such as stricter CMS quality guidelines and pressure to achieve high star ratings to earn adequate funding, HIPAA compliance, increased insurance fraud and an aging population that is placing increasing demands on the entire healthcare industry.

Strikingly, only 5% of patients account for 60% or more of medical expense today, mostly due to high costs of managing chronic conditions – prevalent in our aging population. Out of the 3.8 million boomers aging into Medicare every year starting in 2011, 60% already have at least one chronic condition, so the pressure on healthcare insurance and care providers is about to grow even more dramatically. Amongst the many high level concerns to tackle, there are two significant concerns which keep healthcare executives awake at night and these are increasing operating costs and medical errors. Many leaders including federal, state and patient advocacy agencies have begun to address these critical issues by challenging previously held assumptions about these two factors. Evidence shows that elimination of errors alone leads to significant cost reductions. Therein lays the challenge to implement change to the patient experience. Historically, most efforts to manage the needs of these patients-customers have been stifled by a fragmented delivery system and lack of true care coordination. This simply will not be sustainable going forward. One of the areas that can positively impact this is at the contact center level which handles and serves patients, doctors and healthcare providers.

New call quality monitoring tools are helping contact centers within these healthcare organizations make a contribution to improve the overall experience of patients and healthcare network participants. They have helped to make significant costs reductions in training dollars through targeted coaching which helps the overall process improvement effort. All of these elements of patient care dictate renewed focus on the quality of communications among all parties – patients, healthcare plan providers, hospitals, specialty physicians, pharmacists, social services, home health, nursing homes, and a variety of ancillary providers. Periodic, intelligent capturing and assessment of information from patients, their employers, the insurance providers, the physicians and all other pertinent data sources leads to executive insights into operational effectiveness, as well as options for activities that would help address rising cost and eliminating defects. As a result, these healthcare providers are embracing innovative contact center quality monitoring tools that enable them to pinpoint critical business issues with laser-like precision. The latest-generation interactions recording and quality monitoring systems come with built-in analytics, which helps automatically sort out recorded communications according to their type and value – the financial value and the recording’s potential to provide insights into operational inefficiencies or errors. Gone are the days of hunting and pecking through all calls to identify issues.

This new generation of evaluation systems can present quality metrics automatically based on the multi-dimensional information that is automatically captured with each recording. Plus, they drive management attention to high value calls for detailed evaluation, while still providing objectivity for periodic evaluation of each agent. These systems can automatically trigger alerts or notifications when thresholds are crossed or errors occur – based on metrics that result from detailed quality evaluations, as well as data that is collected at the time of recording interactions. These early warning indicators could also be in the form of real-time dashboard graphs or desktop tickers that alert employees when certain thresholds are missed and targets are not met. Actionable nature of this monitoring system is further enhanced with automated training delivery. Coaching and E-learning content can be automatically assigned to the agents according to their individual quality scores, in addition to encouraging their progress with new learning opportunities. This has proven to help improve morale and increase agent satisfaction. These are some of the practical innovative solutions that help answer the very real challenge of managing healthcare contact center problems - in a systematic, disciplined, and productive way - the collective potential of individuals to continuously enhance the value delivered to patients, their families, and the communities in which they provide healthcare services.

Credit unions and community banks are increasingly coping with federal and local legislation, interest rate hikes and volatility in capital markets, all of which entails placing greater emphasis on local and regional customer retention, quality assurance, internal controls, as well as more careful compliance and risk management. Although these smaller banks share many common challenges with large contact centers, they have unique needs that can be addressed using today’s modular, highly customizable call quality monitoring and workforce optimization solutions.

Small- to mid-sized financial services contact centers face a number of operational challenges relatively unknown to the larger contact center. With limited resources and shrinking budgets, a Branch or Regional Manager for smaller contact center needs to carefully keep an eye out for inefficient practices to find opportunities for cost reduction. He or she needs to carefully plan capital expenditures, and training investments, while keeping up with significant hardware and software investments within their broader organization.

Traditionally, customer service and help desk environments are known as high-turnover environments. This is rather typical for smaller financial services contact centers as well, where employees tend to consider helpdesk positions to be transient or temporary. To anticipate and reduce the impact of this phenomenon, it is best in the early days of their careers to give agents some time off the phone for cross-training and multi-skilling to respond to email or perform other administrative duties while they are mastering the skills to becoming expert contact center professionals.

Another necessity is ongoing training to keep them engaged, alert and empowered to resolve customer issues quickly, while they answer phone calls during their careers. In fact, with today’s tightly integrated quality monitoring and coaching software tools, skill development can be highly personalized according to the needs and objectives of each agent and simultaneously targeted directly at business goals of the contact center as well as the broader home organization. Gartner predicts that staffing will account for up to 80% of contact center budgets in the new world of customer interaction. The need for such a substantial investment just cannot be left to a chance. Yet, it is often an area that is overlooked and not really routinely reviewed by managers.

Regardless of size, every contact center must provide excellent customer service, reduce costs and maintain a healthy profit margin to thrive in the new economic model. By adopting advanced technologies for monitoring quality and optimizing customer-service and contact centers — including analytics-driven call center quality assurance systems that help identify and automate routine contact-center and customer-service tasks — mortgage companies and credit unions can dramatically affect their performance and profitability.

By now, most successful contact centers have already adopted at least baseline grade digital call recording and quality monitoring solutions. They are the fundamental building blocks for any type of workforce optimization solution, but they are just a start that may be due for review and re-evaluation, especially if they come from early generations of quality monitoring that couldn’t see beyond the horizon of individual agent compliance with (possibly outdated) internal rules and policies. These older technologies did not really have a good way of connecting standards for customer/agent interactions with evolving business objectives of the bank, let alone being able to incorporate voice of the customer into any part of the quality management process. The good news is that the call center quality assurance technologies evolved to the point where contact centers can focus the entire process onto what really matters and what can make the biggest impact on business performance, without losing any objectivity in assessing agent performance. In fact, evaluating agents based on their quantifiable contributions to the contact center’s business success supports their drive to do well, succeed in their jobs and avoid defection.

The proverbial “needle in a haystack” is now rather easy to find – with the implementation of advanced desktop screen analytics, supervisors can easily identify and evaluate the calls that resulted in a customer cancelling their account and taking their business elsewhere. Or the calls where agents attempted an upsale successfully or unsuccessfully, or where they saved a customer by resolving their issue during the first call – even without unnecessary concessions. Instead of wasting time and adding costs with reviewing completely random selection of low-value calls, why not concentrate on evaluating those calls that provide insights into the bank’s business practices every time, so that something could be done about it before opportunities are missed or lost forever?

Real-time performance management and automated E-Learning tools are the latest additions to the workforce optimization family of solutions that can be closely tied into quality management processes, to provide options for action mechanism whenever a manager needs to be notified or agent supported by just-in-time help.

The decision to choose one solution instead of another depends on a company’s needs, goals and circumstances, but with modular workforce optimization software suites, there is a sensible, financially sound path for every budget and objective.

The beauty of a completely integrated suite of workforce optimization applications is interoperability. Each individual solution has valuable capabilities, but multiple solutions can work symbiotically to provide even greater results. Beyond the immediate improvement of contact center performance involving operating costs, workforce optimization solutions allow for quick decision making which in turn helps resolve issues for customers. Easy access to call recordings can help contact centers give better customer service. Call records can be used to settle disputes quickly and with minimum inconvenience.

Recorded calls provide excellent material for training purposes – real-life examples of good and bad agent-customer interactions. This helps the manager effectively intervene when agents are underperforming. The latest-generation solutions have the capability to automatically select and assign coaching and training through courses, tips, quizzes, training flashes, pre-shift announcements and bulletins according to individual agent needs, identified through quality evaluations or simply by monitoring their performance metrics. This tool allows you to set rules that send targeted coaching and training to individual agents or groups when they reach predetermined thresholds based on their performance scores, customer survey results and more. By targeting the right training to the right person at the right time, your agents will be empowered with personalized guidance that will make it easier for them to offer improved service, thus heightening customer satisfaction and ultimately increasing both, agent productivity and satisfaction with the job. Managers can track sales and address marketing and service challenges quickly.

Integrated workforce optimization systems can accomplish this in a cost-effective manner while decreasing expenses, increasing revenues and enhancing customer loyalty and satisfaction – all of which can lead to strengthened market position, customer loyalty and long-term bottom-line growth.

Highly Anticipated 4th Annual Call Center Optimization Forum Will Provide Contact Center Professionals with Groundbreaking Strategies and Proven Best Practices to Boost Performance and Profitability

A full schedule of cities and dates was released today for the highly anticipated 2011 Call Center Optimization Forum (http://www.OptimizeYourCallCenter.com). The fourth annual event, which has garnered rave reviews from industry experts and attendees alike, will be hosted by the Call Center Network Group (CCNG), and Quality Assurance and Training Connection (QATC), the Society of Workforce Planning Professionals (SWPP) and CRMXchange, and sponsored by VPI, Cicero, Pipkins, FurstPerson and Mindshare Technologies – pioneers in the development of best-of-breed call center optimization technologies. The nationwide series of educational seminars is tailored for call center professionals challenged with keeping up with the latest performance optimization strategies, techniques and solutions. In an effort to maintain a free and open exchange, the Forum is open to end-users only – registrations submitted by non-sponsoring vendors and consultants will not be accepted.

“Over the last three years, we have been delighted by the remarkable success of the Call Center Optimization Forum,” said David Hadobas, president and CEO at CCNG. “We’ve diligently maintained contact with attendees in order to ensure that they’ve had the most rewarding experience possible and we’ve been deeply gratified to hear their success stories upon having implemented the strategies and best practices learned at our events.” Hadobas went on to explain that attendee feedback is crucial to the success of future events. “We listen to our attendees and act upon their opinions and advice. As a result, the agenda for the 2011 Call Center Optimization Forum is more informative and engaging than ever before.” In addition to the event’s various educational seminars and workshops, attendees that register and attend will receive many additional benefits, including a one-year full CCNG individual membership (a $150 value), connection to a 90-minute Call Center School Online Training Class of the attendee’s choice (a $275 value) and a registration to the 2011 CRMXchange Virtual Contact Center Conference.

Attendees will learn how to fully maximize the value of key contact center solutions for pre-hire assessment and simulation, workforce forecasting and scheduling, quality monitoring and performance management. They will also discover the importance of implementing the latest solutions for customer experience management and post-contact surveying and customer feedback. With support from leading call center industry networking and educational organizations including CCNG (Call Center Network Group), The Call Center School, CRMXchange, QATC and SWPP, the 2011 Call Center Optimization Forum seminars will outline breakthrough strategies and techniques that can be used to exceed customer expectations, raise performance standards, intelligently reduce costs and achieve attendees' personal career goals. The seminars will reveal powerful new, cost-effective ways to hire the right employees, set and track the right performance objectives, accurately forecast workload and schedules, improve quality of service, measure and boost customer satisfaction, and win the support of top executives.

Due to limited availability, early registration is recommended in order to guarantee a place at any of the following Call Center Optimization Forum seminars:  

CHARLOTTE, NORTH CAROLINA (April 7^th) - http://www.optimizeyourcallcenter.com/Charlotte

WASHINGTON DC (June 2^nd) - http://www.optimizeyourcallcenter.com/WashingtonDC

OMAHA, NEBRASKA (July 14^th) - http://www.optimizeyourcallcenter.com/Omaha

BOSTON, MASSACHUSETTS (August 8^th) - http://www.optimizeyourcallcenter.com/Boston

ORLANDO, FLORIDA (September 15^th) - http://www.optimizeyourcallcenter.com/Orlando

LAS VEGAS, NEVADA (November 10^th) - http://www.optimizeyourcallcenter.com/Las-Vegas

To register or for additional information on the upcoming 2011 Call Center Optimization Forum seminars, please visit http://www.OptimizeYourCallCenter.com.

About Call Center Optimization Forum

The Call Center Optimization Forum is a worldwide series of educational seminars tailored for call center professionals challenged with keeping up with the latest performance optimization strategies, techniques and solutions. Hosted by the Call Center Network Group (CCNG), CRMXchange, QATC and SWPP, and sponsored by VPI, Cicero Pipkins, FurstPerson and Mindshare Technologies – pioneers in the development of best-of-breed call center optimization technologies – the event is designed for executives, managers and IT decision-makers who need to stay informed about the latest industry trends, best practices, and rapidly evolving contact center optimization technology. Attendees will have the unique opportunity to learn about industry best practices from multiple experts in the field at one time and see demonstrations of the latest advancements in call center technology. To learn more and register to attend, visit: http://www.OptimizeYourCallCenter.com.

Are you interested in keeping up-to-date on the latest developments in contact center call recording, quality monitoring, analytics, performance management or eLearning technologies?

As organizations look to optimize the performance of their contact centers and the vital role agents play in providing customers with the right experiences as they handle interactions, the demand for thorough research into vendors and products that support agent performance management is becoming critical. Ventana Research has just released this ground-breaking independent research report on Contact Center Agent Performance Management solutions.

You can download your complimentary 2010 Value Index for Agent Performance Management Research Report by Ventana Research at http://www.VPI-corp.com/2010-Value-Index to learn:

• What tools can help you more effectively manage of all the business activities associated with handling customer interactions to ensure an optimal customer experience and alignment to a common set of customer and revenue goals and objectives.
• A framework for buyers to thoroughly review technology vendors as they seek to purchase new systems to support their efforts.
• How 13 agent performance management software vendors and their products were ranked in several categories.
• Why VPI achieved the highest 'Hot Vendor' rating and was rated #1 in Customer Assurance.

The contact center business can be a tricky one when it comes to motivating and praising agents. It’s a sentiment that was widely recognized and shared at the 2010 Quality Assurance and Training Connection (QATC) Annual Conference in Nashville, Tennessee. I had the pleasure of attending and sponsoring this exceptional 3-day, information-packed event where we exchanged ideas and shared best practices with over 150 Call Center Quality Assurance and Training professionals.

One of the liveliest discussions we had was around the concept of a Call Center Quality Assurance Olympics as a creative way to maximize the value of quality monitoring technologies and processes. It got me thinking that there are some really creative, innovative ways to get call center staff involved and interested in what each of them are doing.

So, here are a few ideas for you to use if you want to put together your own Call Center Quality Assurance Olympics.

1. Create a set of categories into which agents, QA analysts and supervisors can enter their best recorded interactions. Categories may include Best Turnaround Call (i.e. customer was retained), Most Successful Sales Call, Most “Over-and-above” Expectations Call, Funniest Call

2. Have them enter their recordings into a category in the competition via email with their name and a brief synopsis of why they should win.

3. Offer unique prizes to really get their juices flowing. Ideas include one extra paid vacation day, dinner for two at a local restaurant, or movie or concert tickets.

4. Share winning recordings and give out prizes at a group Call Center Quality Assurance Olympics lunch catered by the company.

After the Olympics is finished, there is still more you can do with the greatness that has been uncovered. Setting up a “Model Call Library” with example of best-practice interactions can help with hiring, training and retention.

Hiring – By sharing these interactions with potential employees during the interview process, you’re giving them an inside look at the caliber of work your organization delivers and setting an expectation with the individual.

Training – Drawing from the Model Call Library during training is a great way to show employees examples of what you want them to be doing - - the recordings provide great illustration of things they should be  aware of when they review their own interactions. With the Web-based QA tools available today, it is easy to empower agents to access their own recorded calls, see feedback on their handling of the call, review quality ratings and comments, add their own feedback, and apply what they learn to future interactions.

Motivation and Retention - Employees that have an excellent call worthy of the Model Call Library should be recognized among their team peers or the entire contact center. Public praise in this regard goes a long way in motivating and retaining great employees. It also encourages healthy competition among other employees to achieve praiseworthy results.

How do you motivate your agents to share their best practices?

Measuring performance is fundamental to contact center operations of all sizes. The call center quality assurance (QA) measurement process is often one of the main performance data collection vehicles for management. However, few contact centers have implemented a program or have adequate resources in place for meaningfully tracking and improving performance, let alone providing feedback from customers to the rest of the organization to enable strategic-level business improvements. Many contact center managers operate with a haphazard collection of uncoordinated and often irrelevant performance statistics that require too much time and error-prone manual work to interpret, which often leads to misguided decisions. In these conditions of ad-hoc “analysis”, wasteful utilization of resources can go undetected for long periods of time and business objectives may not be achieved, as managers take ineffective actions to correct deficiencies which are aimed to attack symptoms instead of root causes. The problem is deepened by the fact that most quality and performance measurement tools are rigid or inflexible to change. Some efforts focus on compliance-driven performance tracking and call center reporting - in accordance with internally developed standards and procedures that are outdated, outmoded, or even assuming that the contact center is already providing the right products and services to its customers. What’s more, many contact centers have not discussed the business strategy with their front line agents or supervisors. Consequently, there is often a great need to go back and revisit their goals and objectives and to adjust the functions of their department in order to ensure that the right products and services are being provided by the agent.

To start recovering from this situation, managers must first recognize that measuring of performance in a coordinated, systematic, standardized way that provides true insights and direction for achieving business objectives is a basic need of an organization - and a fundamental responsibility of management. It is the key to any organization’s survival.

To achieve high-value business insights as they track performance, contact center managers should focus data collection, interpretation and analysis on a set of measures that answer the following questions:

·         Are we providing the correct services to our clients, using the most skilled agents?

·         Are we able to resolve customer issues and overcome objections in a timely manner?

·         Are our agents providing a positive and memorable experience to our customers?

·         Do our agents and their immediate supervisors really understand what is expected from them?

Using VPI Empower, you can consolidate all data that is periodically collected from disparate source systems in your contact center. Once you have all data in one place, apply real-time performance tracking tools, intuitive graphical call center reporting dashboards, and business rules-driven alert system to monitor key performance indicators. Now you can measure progress towards meeting business objectives for the contact center, gaining insights that can be acted upon in an effective and timely manner – for optimization of service delivery. Call center quality assurance goals can then be subordinated to the overall strategy, so that they support the mission and objectives of the organization. The specific call center quality assurance goals defined in this process should be strategic, tactical, and operational, depending on the level of service channel that is being supported. They may include the definition of quality, timeliness, resource utilization, or customer satisfaction from the customer’s point of view.  

Call center quality assurance processes should be guided and supported by performance measures as they define specific standards that allow the calibration of performance and overall quality, which, when made actionable and acted upon, ultimately leads to more business from happier customers. Performance measures should be selected carefully and funded proportionately to their value, in order to support corporate goals and strategy, contact center objectives, and critical success factors for an effective call center quality assurance program. Review them regularly to evaluate how well the delivery system is performing and whether the correct products and services are provided. The value of adequate recruitment, selection, training and education of line managers to execute these objectives should not be underestimated. Success ultimately rests on their coaching effectiveness and their ability to cultivate skill while inspiring their staff to higher levels of performance.