It’s a good idea to track key decisions points that arise during your call calibration sessions. A Calibration Log should contain the following: date, quality evaluation attribute, discussion points, and notes onany action items required to communicate the outcome to agents and others (supervisors, trainers, and coaches). 

Below is an example:

Keeping a Calibration Log improves your communications and keeps those absent from your calibration sessions apprised of any changes made to quality standards. It can also help prevent you from re-hashing conversations over time! Note: This tip is provided by Deelee Freeman of The Call Center School.

The ways in which we communicate today are very different from the analog wired telephony world of 1968, when the nation’s first PSAP began serving the public. The advent of mobile text messages, mobile video, automatic crash notification systems, geographic positioning systems and other communications channels provide an exciting opportunity to provide faster and better emergency services. Leveraging these new technologies is just one of many reasons for the federal government-sponsored Next Generation (NG) 9-1-1 initiative. 

911 voice logging recorder systems in NG9-1-1 are evolving to become standardized functional elements connected to other systems on a common network to log a variety of significant events. The problem is, the vast majority of the legacy PSAP recorders in use today were designed for a voice-only world and a circuit-switched network. They were purchased primarily on the basis of reliability and cost, not the flexibility of features and technology that would be flexible enough to adapt to these changes.  Some of these units have the ability to capture and store screen actions initiated by the call-taker but virtually none have the ability to capture, index, archive, or retrieve text messages, video, telematics and other data calls.  There are many other glaring deficiencies in legacy PSAP digital logging recorders.  Here’s a brief summary of five of the most frequently reported limitations:

1. Unable to capture multi-channel events
2. Not architected to readily conform to coming changes
3. Lack the security and authentication requirements of NG9-1-1
4. Are not well integrated with leading VoIP, radio and CAD vendors
5. Lack dispatch and call taker quality assurance evaluation tools

1.  Capturing Multimedia Communications

Legacy Recorders: Majority are not designed to capture, store, and retrieve data messages.  This is because PSAP call servers cannot capture and route data messages.  However, IP-based multi-channel call servers have been available for many years and are in wide use in business enterprises and commercial contact centers.  Many manufacturers do not even produce analog and TDM call distributors today and those that do are in the process of phasing them out.  PSAPs will have to replace or upgrade (if possible) their legacy call servers with current-generation IP-PBX’s or ACD’s to meet the specifications of NG9-1-1.  At that time, they will also need to replace the PSAP recorder.

Next Generation Recorders: Handle analog and digital TDM as well as VoIP voice, data, and text messages in a unified, consolidated fashion –this will facilitate your transition cost-effectively and enable unified capture of and access to all incident information, regardless of the channel that was used to report and resolve it.  

2.  Adaptability to Readily Conform to Changes – Open Architecture

Legacy Recorders: Closed systems designed with either fully or at least partially proprietary hardware and software - not economically scalable and often cannot be modified for IP.  Consequently, PSAPs cannot use industry standard servers with common operating systems and file formats of captured communications.  Legacy 911 logging recorder systems do not have open interfaces –that are recommended by NENA and US DOT under NG9-1-1 initiatives - and so cannot seamlessly integrate with the other PSAP systems that are (or will be) built to open standards.  Examples include the new database formats specified for NG9-1-1 infrastructure, to include CAD systems, mapping software, and more.  With closed systems, each integration point is a custom job adding to costs of acquisition and ownership and creating unnecessary complexity to the task of replacing legacy sub-systems. 

Next Generation Recorders: Designed from the ground up with fully open, service oriented architecture that is inherently adaptable and flexible, open to integrations with other standards-based systems. The standards-based architecture of latest-generation recorders directly translates into lower investment and lower costs of operations – users can leverage COTS hardware and other 3rd party interfaces and data to subordinate the rules and procedures for data access to processes and policies. These recorders will capture inputs from any device; including, voice, data, and video.  Each incident will be indexed with ANI/ALI information, incident number, and other identifiers like call taker name or ID and associated information such as CAD logs and maps.  Incident scenarios will include all communications sequenced just as they happened, all plotted on a map to improve visual analysis

3.  Security and Authentication Measures

Call recordings are often used as court evidence.  It is very important that the recordings be secured from access by unauthorized personnel and if there is an intrusion that there be a mechanism for identifying and tracing the security breach.

Legacy Recorders: Many do not offer encryption of recordings and data, nor they come up with built-in audit trails to monitor and alert on access violations.

Next Generation Recorders: Delivered with encryption, file watermarking, password-protected exports, audit logs and more. 

4.  Tight Integration with Leading VoIP, Radio, CAD, and other Emergency Communications Systems

Legacy Recorders: Virtually none or only limited, expensive capability to convert to recording VoIP, CAD data, or P25 Radio voice and data. In some cases, the recorder is compatible with only one VoIP switch or radio system vendor.  However, different vendors handle communications in different ways and with different communication protocols. While the ultimate objective of NG9-1-1 is to unify communication protocols, this transition will be very gradual.  

Reliable and error-free integration between communications systems and the recording platform is rather important   The recorder must be able to read the ANI, ALI, CLID, trunk ID, call taker ID, incident number, and other data captured by the call server, radio system, or CAD.

Next Generation Recorders: The top recording vendors will have proven integrations with the major PBX, CAD, and radio vendors. They would be development partners with multiple such manufacturers – to have full and complete access to the latest specifications and be able to certify that the recorder functions properly with various versions and releases of the vendor’s switch.

One of the many benefits of NG 9-1-1 is that by adopting Internet Protocol as the common voice and data communications language, subsystems and applications will be able to communicate with each other both internally and externally.  The need for costly integrations will slowly diminish as savvy vendors will design their products to accommodate not only today’s complex environment but the all-IP environment of tomorrow. To learn more about NG9-1-1 recording requirements, check out this recent Podcast featuring Guy Clinch from Avaya and Patrick Botz from VPI.

5.  Integrated Dispatcher Quality Assurance Evaluation and Coaching Tools

The ability to maintain or improve quality of emergency response and objectively monitor progress is critical especially at the time of implementation of new NG9-11 infrastructure. 

Legacy Recorders: Typically unavailable with integrated quality assurance feature sets, not designed to assist with the selection of calls for supervisor evaluation, nor to provide management with helpful tools for designing and completing the evaluation forms.

Next Generation Recorders: Automatically present evaluators with targeted evaluation forms and synchronized interaction audio and screen video (if captured) – selected manually or automatically based on rules for identification of critical calls - to enable efficient assessment of single calls or entire incidents.

Thanks for reading! We welcome the opportunity to answer any questions you may have.

VPI was recently featured in Contact Center Association's Inbound Magazine in their special issue on 'What to Expect in the Contact Center in 2013.'  One thing is for certain, and that is trading floors and contact centers will be faced with implementing a series of process and technology changes in the coming year.

Authored by VPI's Vice President of Workforce Optimization Patrick Botz, the article 'Financial Contact Centers Face the Reality of Complying with Dodd-Frank' discusses the impact of Dodd-Frank call recording requirements, deadline dates and affordable call recording, analytics and electronic Coaching solutions that are helping trading floors and contact centers of all sizes and in multiple industries that are involved in swap activities – including financial services, manufacturing, oil and insurance – prepare for and ensure compliance with Dodd-Frank call recording requirements.

Financial Contact Centers Face the Realities of Complying with Dodd-Frank

New Dodd-Frank Call Recording Requirements 

Using Analytics to Detect Non-Compliant Activities 

Closing Knowledge Gaps with E-Learning and Coaching 

Want to improve the quality of your mission-critical communications? Still grappling with impending Next Generation 9-1-1 (NG9-1-1) changes?

You’re not alone. Public safety and security agencies nationwide are working hard to meet the challenges of these demanding new regulations. Many are busy updating their voice logging software to a fully compliant NG9-1-1 recording system and integrating their call recording equipment with call quality assurance software. However, despite significant emphasis upon the adoption of new technologies and processes, one thing that’s often overlooked is the impact this huge transition is having on call takers and dispatchers. Their jobs are already incredibly stressful. The last thing they need is to be buried under a ton of new protocols while struggling to familiarize themselves with new software and hardware. With this in mind, I encourage you to check out Katerina Vetrovec’s excellent article, which was recently published in NENA's The Call Magazine. The article,“Public Safety Quality Assurance and Training Best Practices: How to Optimize Communications Center Performance and Job Satisfaction,” examines ways in which call takers can be trained with call center training software more efficiently and effectively in the wake of NG9-1-1. Vetrovec also discusses the latest methods that can be successfully deployed to keep call takers happy and motivated in an increasingly stressful, demanding work environment, such as the implementation of automated Quality Assurance and Coaching Improvement tools.

The article points out that the vast majority of dispatchers and call takers are under-trained and inadequately monitored. All too often, there isn’t even a basic call center quality monitoring process in place. Under these circumstances, it seems pretty unreasonable to expect these PSAP professionals to work to the best of their abilities. Vetrovec outlines various ways in which PSAPs have successfully overcome these problems. She also discusses the advantages of implementing some of the latest enabling technologies, and valuable lessons learned from other industries. I think you’ll find it’s well worth taking the time to check out this insightful, informative article.

You’re probably familiar with Ventana Research and its highly acclaimed annual Value Index.  Ventana prides itself on providing insights and best practices guidance based on rigorous research-based benchmarking indexes of people, processes, information and technology across business and IT functions worldwide. The Ventana Research Indexes provide research-based business and technology guidance to businesses. I would imagine that every solution provider wants to feature prominently as a Ventana Index category leader – the designation carries some serious weight and helps bring the very best solutions to the attention of the business community. That said, in addition to being ranked as a “Hot Vendor” in the 2012 Value Index for Agent Performance Management, VPI earned the highest ranking of any vendor in Product Manageability – the ability to meet business and IT needs for installation, deployment and administration. Not too shabby, huh?

The solution that earned these accolades is VPI EMPOWER™ – an award winning suite that synchronizes call center workforce optimization capabilities including contact center call recording, call center quality assurance management, call center analytics, call center performance management and call center eLearning to help organizations rapidly identify and solve critical contact center operational and customer experience issues.

“With solutions for customer experience and workforce optimization, VPI delivers powerful analytics, metrics and coaching capabilities that improve agent and overall contact center performance,” said Richard Snow, global research director and vice president, Ventana Research. “The company thoroughly deserves its Hot Vendor rating and I recommend companies should include it on the short list of vendors they examine as they strive to improve the performance of their agents.”

VPI solutions routinely rate exceptionally well with industry analysts and publications, and the 2012 Ventana Index ranking is the latest in a long list of VPI's prestigious accolades, acknowledgments and awards. In response to the news, Andrew Marsh, president and CEO at VPI, remarked that, “Receiving a Hot Vendor rating from Ventana Research and earning recognition as the highest rated vendor in Product Manageability is a great validation of our strategy and ability to deliver market-leading solutions that are easy to deploy, easy to use, and extremely cost effective.”

Be sure to checkout the latest Ventana resources and news –  Ventana’s site is a treasure trove of valuable research and insights.

Boosting customer satisfaction is more important than ever before. Consumers today live in an instant gratification society and are not only choosier with how they spend their money, but also demand an exceptional customer experience. Now's the time to take control and learn how to improve customer satisfaction and reduce operating costs by reading VPI's article on 'Quality Assurance 2.0: Using Analytics to Focus QA on Outcomes," which has been featured as the top story in the Quality Assurance & Training Connection (QATC) newsletter.

Quality Assurance 2.0: Using Analytics to Focus QA on Outcomes

The following great questions were asked during the recent APCO training Webcast on Public Safety Quality Assurance Best Practices and Tools. Please find below our answers for your review:

Quality Assurance Software Questions and Answers

Does the VPI QA system come with quality evaluation forms? If so, how would we customize them or add new ones?

Yes, VPI’s QA system is delivered with sample evaluation forms that have been developed based on best practices of our customers. These forms can be used as templates – you can modify, delete and add any number of questions, skills and sections.  One or more questions can be associated with each skill – answers to those questions during the quality evaluation session are automatically aggregated for a total score for each skill.  You can also create any number of new forms from a scratch, simply following intuitive graphical user interface.

Will the VPI QA software work in a situation where telecommunicators both call take and dispatch multiple, overlapping calls?

Yes, absolutely.  The system does not just associate different forms to different telecommunicators.  This form association is done based on the type of call taken and the type of work done.  Naturally, you will have different criteria for dispatching vs. call taking – these requirements can be either combined in the same evaluation form yet still separated into sections (in a tabbed interface), or you can have different forms for each type of work, depending on specifics of your call flow. Concurrent, overlapping calls are recorded as separate audio/data files which can be then evaluated separately.  With this said, you may also group multiple recordings (such as when evaluating the entire incident) into an “incident” collection that you save under a custom name and then this set of recordings can be evaluated with a single form that contains all needed sections or elements.  In summary, VPI’s QA system is very flexible and adaptable to virtually any center and situation.

We are a small countywide dispatch center with only 6 fulltime personnel. Does the QA program scale well for small dispatch centers as well as for larger ones?

Yes.  Agencies of all sizes should have a QA program in place.  The per-seat pricing of the software allows for easy incremental scaling. Beyond that, since you create your own process, evaluation criteria and forms using VPI software interface, it is completely scalable and adaptable to your evolving needs.

How would multiple evaluators access this system on-site or off-site?

VPI’s QA system is browser based, which means that it does not require installation of any software at user workstations.  It can be accessed by any number of authorized users via your LAN or WAN connection to your local Intranet or “private cloud”.   Evaluators could even review and evaluate calls remotely from off-site locations, using secure remote connection such as VPN.

Since during the training phase you evaluate a trainees’ skills, knowledge and abilities, could this software serve as a type of DOR for the OJT Phase?

Yes.  You can build in any evaluation form you wish.  This would provide excellent documentation by allowing you to save the audio files to the evaluation for ease in future retrieval.

What audio recorder platforms can you work with?

VPI’s QA system can coexist with any full-time recording system, including the VPI Capture NG9-1-1 ready recording system. For public safety agencies that currently have an existing full-time recording system, the VPI Quality software bundle comes embedded with its own built-in quality recording module to record console audio for quality assurance purposes.  All console audio is recorded and calls are then automatically selected using a business rule or manually selected for QA evaluation. If calls are not selected for quality evaluation within a period of time that you define, they are deleted to free up space to record future calls for quality evaluation. The quality assurance application and the quality recording element share the same the hardware platform.

What CADs can the VPI QA software integrate with?

VPI integrates with major CAD brands, including Tiburon, Intergraph and Tritech and provides a variety of integration options for any other CAD system as well. The CAD data is used for automated classification and visualization of recorded call taker and dispatcher calls and screens for fast evidence assembly and value-driven analysis – by incident types, numbers, severity, and/or other parameters. The integration is a passive, one-directional intgegration where we pull data from CAD systems and use it, but do not feed any data back to CAD.

Does the QA form software interface with Intergraph (or other) CAD systems?  If so, in what way?

Yes, VPI’s QA evaluation system successfully integrates with Intergraph CAD.  CAD data can optionally be captured and used to drive the selection of the most important calls for evaluation.  Intergraph CAD (or any other CAD including TriTech, Tiburon, etc.) system provides incident data, such as incident type, ID, severity and the like.  When this data is attached to relevant call recordings, it serves for classification of calls by incident types (or severity) which then helps with prioritization of recordings for review according to their significance or urgency.  For example, your local requirement may be to evaluate ALL domestic violence calls, but only samples of other types of calls.  The system can pull all domestic violence (or any other incident type per your setting) calls for evaluation and automatically attach the most relevant evaluation form to those calls, all of which is then served in the “to-do” list of assigned evaluator(s).

If you would like to/need to, can you still "hunt and peck" for calls?

Absolutely.  You can set up the call selection for QA in any way you want. It can be a combination of calls that are selected automatically by a system rule that you define, calls that you select manually as needed, and even calls that may be flagged by dispatchers/call takers for review.  Hunting and pecking for calls o be evaluated is really easy with VPI’s recording systems – either search by any number and combination of criteria (date/time, employee ID, call type, call length, radio ID, etc.) or you can simply respond to system reports and notifications of abnormal calls.

Is this a paperless system?

Yes, it can be completely paperless.  All interfaces, forms and reports are electronic.  Printing of any reports or details of QA evaluations is available but not required.

If our telephone system is on a separate server than our CAD system, can it all still be integrated?

Yes, we can pull data from multiple sources and attach it to appropriate recordings, enhancing the quality evaluation process as well as reporting on incidents in general.

What is the licensing model for the QA system - site license or by seat?

Pricing for licensing is by seat/position.

Coaching / E-Learning Questions and Answers

What is your definition of coaching? Is it formal training, simple discussion, notes on QA form or something different?

In general, coaching is a personalized learning process (or program) that provides timely support to employees. In some cases, coaching may be a short verbal conversation with personnel while reviewing the quality evaluation form.  However, for documentation purposes, you want the majority of your coaching to have some written component that should effect a change in performance and behavior, and a quiz to ensure there is retention and that learning did take place.

Does the VPI QA software facilitate E-learning? Does it allow for the development of messages and quizzes with questions on e-learning and messages? Does it report on when the dispatcher has viewed and acted upon all of it?

Yes, the VPI Coaching software allows you to create business rules that will automatically deploy coaching assignments based upon scores to certain questions, skills or overall scores on the evaluation.  You can also create quizzes and include them with training to confirm comprehension of conveyed information.

Any learning course can be associated with a quiz that is automatically started at the conclusion of the training content.  Quiz results are included in the training report of each employee.  Messages to call takers/dispatchers can be triggered based on a variety of events, such as specific QA scores, passing/failing scores in quizzes, and the like.  You can set up the messages to require acknowledgement.  Report / quiz / message assignments as well as their completion and acknowledgments (as appropriate for each) are listed in coaching reports that show dates and times associated with each action.

Can you tell if they actually read the document? Does it show how much time they had the document open?

Yes, this is a part of standard tracking of e-learning assignments.  Coaching / E-Learning reports show dates and times of all content and messages sent to each dispatcher/call taker as well dates and times of when the content was accessed and completed.  When SCORM compliant content is used, the system can also report on very granular details of the learning process, such as the amount of time that each employee takes with each quiz question, section of the coaching content, and the like.  This will provide valuable hints regarding most common struggles that need additional attention.

Will the coaching sample be the same across the board or will it change depending on the situation?

Coaching assignments should fit the situation.  Some errors are generic, such as talking too rapidly, and that type of learning content could be prepared and used for all call takers.  You may design a variety of other learning modules and associate them to evaluation questions or skills, so that they are automatically selected when ratings in various areas do not reach desired minimums.  Each employee would then receive a different collection of learning modules, according to their specific knowledge or skill gaps.  In addition to this, other coaching materials may need to be created when warranted, in the form of a Personal Improvement Plan (PIP) to address specific, individual performance deficiencies that cannot be addressed with generic content.

Do we create the coaching or do you all create the coaching session?  Are the coaching and learning assignments pre-made or is it something that needs to be developed by the PSAP?

Training managers or supervisors select content from a variety of resources (APCO, your own recorded calls that show best practices, specific cases posted on-line, etc.) and add custom-designed content that reflects your specific policies and requirements.  The VPI software then takes care of automated (and also manual, when desired) assignments of coaching content to individuals in your PSAP center, as well as tracking of coaching status and resulting improvements.

Can we use our own recordings for coaching purposes?

Yes, absolutely. Any standards-based files can be used, to include recordings from your logger.  When recordings are captured by VPI systems, you receive an interface for redaction of sensitive sections of call and screen recordings.  You can also add notations (such as to clarify why various sections of the call were or were not handled properly) and pop-up messages to maximize the learning experience.  These customized, modified recordings are saved as copies in order to protect the integrity of original recordings.

The following excellent questions were asked during the recent APCO training Webcast on Public Safety Quality Assurance Best Practices and Tools. Lori VanGilder, Manager of Quality Assurance Services at Replay Systems, APCO Institute Adjunct Instructor and prior Communications Supervisor in Florida, provided the following answers below for your review.

Our QA program is viewed by the dispatchers negatively. We offer several training steps to assist the dispatcher in improving. What advice do you have to make the QA process a more positive experience?

First of all, it is great that you do have a program in place.  If there are negative perceptions of the program, start by asking if you utilize the evaluations on the employees annual review?  If so, this provides documentation of all the times they did great, and not just a supervisory file of the occasional negative situations that occur.  I would also ask if everyone on the staff has been trained on the program to understand its process and objectives.  Lastly, perhaps you want to try ensuring that you are including motivational feedback and not just the documented deficiencies.  Are you sending out positive feedback on great performance?  And is it timely? Also, are you sending out informational responses with your QA regarding stress management?  Try to make the program "feel" more empathetic to the Telecommunicators.

Our agency has had QA established for quite some time; however, the scores were always very high and rarely pointed out errors that needed to be addressed. Now, there is a new supervisor completing the QA (previous dispatcher/trainer) and she is fair grading all the same across the board. Many dispatchers/call takers are offended and upset with the supervisor because errors are now being brought to their attention. She also uses positive feedback and constructive criticism when necessary. Is this negativity a typical phase that centers go through and what can we do to help the morale.

Unfortunately, what you have described is very common occurrence.  If the program has been in place and not fairly administered, the new person completing the evaluations faces some challenges.  I would recommend starting out with a training session for the entire staff regarding the policy that governs your quality assurance program.  In that training make sure everyone is aware of the grading standards and what is viewed as compliant/non-compliant/ and exemplary for scoring.  There are going to be some hurt feelings, however stepping forward and addressing the issue should also garner her some respect from the team.

Once the criteria is well understood, we would recommend that you introduce some elements of call taker / dispatcher participation into your QA process.  For example, you can have them flag some of their calls for evaluation – such as those where they did exceptionally well.  Be quick to recognize them for the work well done as soon as such calls are reviewed. You can also allow the call takers/dispatchers evaluate some of their own calls, following the same process as the supervisor.  People typically rate themselves more strictly then when third party does it – listening to their calls after the fact provides a different experience than when they are involved in the call for the first time. These evaluations would be subject to supervisory review and finalization.  We also recommend that call takers/dispatchers receive a copy of their evaluation with embedded call/radio recording for review and specific, constructive comments that can be entered into the evaluation if they believe that their rating was unjust. The evaluator may still revise the ratings (if the employee feedback is valid) and finalize the evaluation thereafter.

What statistical data suggests that "many agents are under-motivated, and see QA as only punitive"?  We have had QA in place for years - and that is not the case here.

You are indeed in a very fortunate situation.  This data is published by a variety of organizations to include:

• National Academies of Emergency Dispatch
• 911Trainer.com
• 9-1-1 Magazine whose team conducted an extensive research to assess many aspects of today’s QI/QA at 9-1-1 centers and published results in their magazine.  They queried dispatchers, supervisors, QI/QA personnel, managers and EMD system providers – in all states around the nation.
• Individual sharing posts from dispatchers can be found on social media sites (LinkedIn and Facebook) and in blogs
• Apart from this information, multiple attendees of our Webinar meeting posted comments about their centers experiencing this same situation – their dispatchers/call takers view the QA process very negatively

Do you suggest one person do all QA work or divide it up by Shift/Supervisor? And if it is divided up, would it be a good idea to have supervisors only evaluate those not on their respective shift?

The answer would depend upon your agency staffing.  In some cases there are too many calls to be reviewed by one person for this to be practical, and in others one single point of contact is an excellent idea.  The most important thing is to ensure that any and all evaluators are grading the same way- that is considered calibration of the gradings.  Also, it is important that those who conduct the evaluations understand the need for confidentiality, otherwise a Telecommunicator could become embarrassed and end up with a negative perception of the program as a whole.

In some states, medical QA is protected from legal discovery (i.e., it is not available for use by attorneys in lawsuits. Is there any similar protection for dispatch QI?  If not, another approach is to not maintain QI info as a permanent record - meaning use it for improvement then delete.

Unfortunately, we are not able to advise an answer for the legal implications as each state has their own statutes.  Please turn to your own agency’s legal division.

Do you recommend Q&A if you are not a 911 center or the main emergency answering point. You get the occasional emergency call that you transfer to the 911 center but for the most part you only answer non-emergency or after the call type calls. If you do, what type do you recommend?

Yes. Quality Assurance can be conducted in any type of call center.  Any personnel who are coming in contact with the public on telephones can/should be evaluated to ensure that the contact is positive for everyone. Your evaluation forms would follow the requirements and criteria that are relevant to your organization and its objectives.

I am a working Supervisor, how much time is dedicated to the QA program?

To conduct a complete evaluation, document it and apply some coaching/learning  (if needed) can take approximately 20 min per call.  If the call is exceptional, obviously that time is greatly reduced.  Assignments of coaching/e-learning can be automated, so that it is automatically triggered based on results of you QA evaluation. 

What is the business model for using ReplayQA? Per call evaluated, monthly fees, etc.?

ReplayQA pricing is based upon call volume and system needs.

Is there anything in CALEA, APCO or NENA certifications that require QA programs in Communications centers?

Yes.  All of them have standards that require Quality Assurance.  APCO Mini Telecommunicator Training  Standards, APCO P33 certification standard, Calea does have a QA standard, NENA call processing standard 56-6 and NFPA standards 1710 and 1221..

How important is calibration of QA? We have 4 people review the same call for monthly random QA. Then calibrate any scores with a 10 point variance?  It's a lengthy process.

Calibration is excellent and it is great that you are including it in your quality assurance program.  It sounds like there is not a lot of effort invested into the objectivity of your evaluation process.  You should be able to reduce the number of calibrations needed by clearly outlining what specific conduct or performance equates to each grade.  These internal standards can be conveyed in a meeting format and reinforced via electronic training where the standards are reiterated.

What is the legal liability associated with disposing of QA recordings and coaching documentation? Is ALL QA discoverable?

Unfortunately, we are not able to advise an answer for the legal implications as each state has their own statutes.  Please refer to your own agency legal division.

Does RePlay QA hire independant contractors to work from home doing reviews

Yes, Replay hires experienced Telecommunications professionals to perform as Assessors and complete the evaluations from their homes.

Do you see any negative issues with having call takers and dispatchers doing the QA reviews and not just supervisors?

If the grading criteria are firmly established in your policy, then the grading should be consistent, regardless of who performs the evaluation.  However, the confidentiality issues may prevent evaluations done by call takers or dispatchers from being a good idea, unless you are referring to agent self-evaluations.  We do recommend self-evaluations. In general, the personnel conducting the evaluations need to be capable of keeping the information in the evaluations confidential so as to not embarrass or discredit a peer, which would create a negative view of the entire program.

My agency currently has a QA program and we have an initial evaluator and 2 additional raters per call. Our program takes an average of all three scores for the call-takers final score. Is this overkill to have 3 evaluators. Do most QA programs only utilize one rater?

Your agency clearly has seen the need for calibration of the ratings on the evaluations, which is great.  However, we do see having three people evaluate the same call as a redundant, likely unjustified usage of time and resources.  Perhaps you want to look at the grading criteria for your evaluations and work to remove all subjectivity so there can be more belief that the correct ratings are issued by a single evaluator.  Organizations typically perform one calibration session once or twice a month, which has been shown to suffice as long as grading criteria are clearly defined and the evaluation forms use the proper selection of grading choices to address each evaluation question.  For example, 10-point sliding scales invite more variance between evaluators than 3 or 5-point scales. Yes/no answers may be most appropriate with questions that relate to accuracy, and the like. 

There are many people who believe that expectations such as the 1221 standard on call processing times (< 60 seconds for 95% calls) is unrealistic when performing EMD on EMS calls. Would you comment on that please?

There are many recent discussions on this topic on APCO PS Connect.  Yes, the standards are very high.  However, you have to keep in mind that many agencies who have a separate call taker and dispatcher, as well as smaller agencies where your partner can dispatch while you continue talking to the caller, are meeting the standard by sending the call to the dispatcher as soon as basic information is obtained and then updating the screen and the responders after the initial dispatch.  That helps a great deal with the call processing time.

Currently, we cannot buy software so how do we best start a QA program?

You can conduct a QA program completely without the software.  Create a paper form or use MS Excel and define your grading criteria there.  Then randomly select calls from your recorder to evaluate and tabulate the results. If budget is an issue, you may also want to consider leasing the VPI quality assurance software for an affordable monthly payment.

Join VPI and Straumann for an exciting webinar showcasing the powerful reporting solutions for Cisco UCC Contact Centers. You'll learn how Cisco and VPI helped Straumann develop and award-winning real-time contact center performance reporting solution.

Date: Wednesday, February 29, 2012
Time: 1:00 PM ET, 10:00 AM PT
Register here.

Now you can get even more value from your Cisco UCC Express (UCCX) or UCC Enterprise (UCCE) investment. VPI, a Cisco Solution Developer, VIP and SIP Partner, has integrated its award-winning VPI Performance contact center reporting and performance management software application with Cisco. This functionality complements and enhances the UCCX and UCCE platforms greatly by consolidating data and presenting actionable, real-time information in the form of Web dashboards, interactive reports, scorecards and desktop tickers to empower contact center managers, supervisors and agents to make better, quicker decisions.

Learn how Cisco and VPI customer Straumann, a global leader in dental implant solutions and restorative dentistry, enhanced the capabilities of its Cisco Unified Contact Center system and operations with VPI’s award-winning real-time Cisco reporting software solution.

Register to attend the complimentary Webinar, hosted by subject matter experts from Straumann and VPI, to learn how you can:

• Create and report on metrics based on Cisco UCCX, UCCE and other contact center data (CRM, ERP, QA, WFM) to meet business objectives.
• Report across multiple teams and queues, locations and Cisco UCCX/UCCE systems to get a holistic view of contact center operations.
• Perform true historical reporting with unlimited data collection – get insights into trending over time and a historically accurate representation of your agents’ group assignments.
• Create flexible grouping structures to report on groups and teams in any manner that makes most sense to your business.
• Drill through layers of data for root cause analysis and trigger targeted alerts, notifications and Coaching assignments based on performance thresholds to promptly correct performance gaps.

Scheduling Conflict? Register for the Webinar and we'll send you the recorded version.

Presenters:

Carlo Wise - IT Specialist, Straumann

Carlo Wise serves as a senior IT Specialist at Straumann, a global leader in dental implant solutions and restorative dentistry, leveraging his strong background in all facets of telephony and network systems integration. He is an experienced IT and Contact Center professional with over 16 years of experience in supporting and implementing Contact Center technologies in small to large Contact Center environments. Mr. Wise holds a variety of industry certifications, including Cisco, CompTIA and Redhat.

Delee Shields - Channel Sales Director, VPI
 
Delee has been instrumental in working closely with Cisco in developing VPI's Cisco Developer Network (CDN) Solution Developer, Value Incentive (VIP) and Solutions Incentive (SIP) partnership programs. She is responsible for working hand-in-hand with Cisco customers and channel partners through the entire sales process. She has extensive knowledge of Cisco Unified Communications product platforms and is highly experienced in Cisco reporting software, Cisco call recording software, workforce optimization, VoIP, LAN, WAN, MAN and wireless solution design. Prior to joining VPI as a sales engineer in 2007, she worked in sales and sales engineering capacities promoting Cisco solutions as well as earning her Cisco CCNA and CCNP certifications.

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?

 

I recently attended the Avaya Evolutions Conference in Toronto at the Metro Convention Center and had the opportunity to discuss the latest technology trends and best practices of Avaya partners and hearing success stories directly from satisfied customers.

It was insightful to hear from leaders on the direction of the industry as it embraces another exciting year ahead in Canada. I learnt how organizations in today’s turbulent economy have used these practical tips for improving their overall effectiveness through VPI products on the Avaya platform.

VPI has been a dedicated Avaya DevConnect Gold Partner since 2002 and has fully integrated its award-winning VPI Performance real-time reporting and performance management software with Avaya Communication Manager.

VPI Performance consolidates and presents real-time information to empower contact center managers, supervisors and agents in several integrated ways to help them make better, quicker decisions with actionable, targeted performance and business intelligence. Included in this robust suite are 18 Avaya CMS reports, over 40 Avaya CMS metrics for use in customizable scorecards and desktop tickers, and a messaging and alerting capability.

This functionality supplements the Avaya Communication Manager platform greatly and has been a valuable asset to many Avaya customers in achieving their objectives. Regardless of the industry—an effective deployment requires the right partner like VPI who has insight on the right improvement methodologies and talented resources available with the highest impact and most cost-effective resourcing opportunities.

VPI Performance consolidates and presents real-time information to empower contact center managers, supervisors and agents in several integrated ways to help them make better, quicker decisions with actionable, targeted performance and business intelligence. Included are 18 Avaya CMS reports, over 40 Avaya CMS metrics for use in customizable scorecards and desktop tickers, and a messaging and alerting capability.

In a turbulent and volatile economy, organizations still must strive to improve their business environments using these tools and strategies to develop their skilled workforce while automating routine tasks and processes.

This is where I believe VPI can greatly enhance an organization find ways to enhance their overall operational effectiveness with our wide range of products and professional services.

Here are some important capabilities that I believe, that VPI Performance offers beyond standard Avaya CMS reporting capabilities:

1. Gather Performance Information from Additional Contact Center Systems – VPI Performance can bring in meaningful data and metrics from other sources – including other business systems (CRM, ERP, WFM, etc.) and other VPI modules (Quality, Coaching) and in a timely and relevant manner for each user – to Avaya CMS to get a fully consolidated view of the contact center which is critical in today’s environments.
   
2. Easily Report Across Multiple Teams Across Multiple Queues, Multiple Locations and Even Multiple Avaya CMS Systems – Managers get a single, holistic and enterprise-wide view of their contact center operations across several work groups and channels. 
   
3. Create Custom Metrics based on Avaya CMS and Other Contact Center Data to Meet Business Objectives, then report on those metrics displayed in a variety of formats including real-time Web dashboard charts, scorecards and desktop tickers. No need to rely on raw Avaya CMS data alone.
   
4. Presents Information Instantly in Real-time – no need to rely on IT or reporting analysts to pull together information, by downloading it, adding to Excel, and preparing for management.
   
5. Off-loads the Burden on the Avaya CMS Server – all reporting is performed within VPI Performance. This saves time and money when creating reports for senior leaders.
   
6. Create Flexible Grouping Structures to Report on Groups and Teams in any Manner that Makes Most Sense to the Business – managers are not used to seeing reports by a single queue only. For example, most contact centers will have a team of agents that handle calls from multiple queues. VPI reports give managers a true view into an individual agent’s performance thereby the true measure of their individual performance.
   
7. Create a Flexible, Hierarchical Grouping of Split/Skills – Allows users to reorganize and consolidate data across multiple splits. Multiple hierarchies can be created to provide different views of split data. This is helpful when split/skills are created by IT and don't directly map to business measurements.
   
8. Reports Present a Historically Accurate Representation of an Agent's Group Assignment – team data is retained as agents are moved to different teams, something that is often asked by managers especially when skilled agents are moved around to help call loads.
   
9. No Limitation on the Amount of Contact Center Data Collected or How Long it is Stored – managers can do true historical reporting on consolidated contact center metrics (such as sales conversions, CSAT, emails, Web chats, etc. in addition to CMS call metrics), giving them insight into trending over time, or simply giving them the option to pull reports on older data. With VPI Performance, interval-based data is retained indefinitely.
   
10.   All Group and Agent Data can be Controlled and Dispersed Based on User Profiles and Permissions – this type of reporting flexibility allows contact centers to mitigate and contain risks and unwanted breached caused by agents. 
    
11.   Ability to Deliver Targeted Alerts, Notifications and Optional E-Coaching Assignments based on Performance Thresholds to promptly correct performance gaps while at the same time keeping a watchful eye out for situations that are creating issues for agents.

I found that VPI’s Call Center Reporting and Call Center Coaching Software are perceived as a cultural transformation within the contact centers by their leaders who are deeply appreciative of VPI. We have trained their Supervisory staff and Managers in powerful work habits that are easy to describe on a large scale and on a regular basis. For example, coaching, performance management, feedback sessions, formal rewards, and people development are now part of our customers’ culture where one did not exist. Such developments have strongly motivated our team of developers, our managers and most importantly the front-line agents, which is our ultimate goal.

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.

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.

In an already competitive and crowded marketplace, organizations today are continuously seeking ways to lower operating costs and increase revenues. The landscape has changed dramatically in the past decade. Organizations  are closely scrutinized by regulators and consumers who have high expectations from outsourced partners and 3^rd party vendors. In the wake of  the global financial crisis that has negatively impacted some of the world’s leading economies, organizations are starting to revisit their strategy, in terms of outsourcing contact center contracts, and demanding more than just cost savings. This mindset is now creating concerns among outsourcers and 3^rd party vendors, who can no longer attract and maintain their customer base just on the basis of their ability to provide a cost savings advantage.

The role of the contact center has undergone a dramatic shift from that of a cost center to that of a profit and value center. In light of this new pressure to provide greater value, outsourcers are now responding to their clients’ raised expectations by implementing increasingly complex solutions.   Despite the proliferation of e-commerce and digital technology, one fundamental principle remains consistent: Outsourcers are key strategic partners for organizations to deliver value by focusing their operations on attracting, fulfilling and retaining high value and loyal customers. As a result, the fragile relationship in which the outsourced operation manages its entire resources is critical to the client and their customer base. Outsourcers are beginning to recognize the positive correlation between customer experience, employee engagement and increased revenues, even in a stagnant condition within the economy.

Today's unpredictable, volatile and increasingly competitive economic climate continues to add to the pressure to decrease costs and increase revenues while simultaneously delivering higher than normal levels of customer service. Following are five ways for outsourcers to reduce contact center operational costs while at the same time “delighting” clients with superior levels of service. Think of each recommendation as an idea worthy of consideration and capable of standing on its own merit, yet part of an overall strategy addressing the optimal performance of the contact center.

1) Make agent attrition rates a KPI – The management of retention in an outsourced contact center has the most significant impact on payroll costs and profitability. While HR may be generally involved with the recruitment, selection and hiring of staff, the key driver in agent satisfaction lies in the knowledge and capability of their line managers. High performing outsourced operations invest in the training and development of their team leaders and supervisors to ensure that they have the necessary tools and resources to support agents. As a result, high performing outsourced contact centers build scorecards and other intervention tools to ensure that the overall strategic goals of the contact center are met.

2) Ensure that you're measuring the metrics that really matter – It is crucial to select meaningful and effective metrics necessary to enhance performance that lead to customer satisfaction. It is important to maintain the discipline of reviewing these metrics using a rigorous methodology that is adopted across all levels of the contact center and links desired behaviors necessary to meet organizational objectives. A sample list of metrics for outsourced operations should be reviewed as business needs change and fluctuate. Typically high performing providers link their operational objectives to their clients and review these over Business Review Meetings and Quarterly Reviews for alignment.

3) Eliminate guess work by implementing real-time reports, tickers and scorecards – Outsourced operations that implement rigorous, regular performance scorecards and analysis consistently outperform mediocre centers due to their speed and reaction time advantage. Weekly or daily historical reporting in a dynamic, ever-changing environment is neither effective nor efficient for the purpose of determining the tactics needed to address a particular situation where calls spike unexpectedly. If managers receive real-time reports on the performance of their operations by agent group or skill, they are able to rapidly make strategic decisions without impacting service levels. Often, these tactics are overlooked and end up costing contact centers more money than they had forecasted. Avoid red flags and those repeated frantic calls from clients by being proactive to daily operational issues with real-time information and data.

4) Tighten the span of control between Managers and Agents – Numerous surveys and a great deal of research point to the fact that, due to costs, outsourced operations are guilty of having an unusually high number of agents relative to the line managers. One of the reasons that agents quit is the level of contact or the lack of coaching or leadership they receive from their line manager.. Typically for optimal performance the span of control should be between 1:10 or 1:15 to generate the desired results within a contact center.

5) Automate e-Learning, coaching and virtual classroom training – The emergence of the internet and the proliferation of innovative electronic learning and coaching courses have enabled high performance outsourced centers to bring training to the agent desktop during low call volume moments.  Team leaders and supervisors can also use quiet time to enroll in critical mandatory modules for compliance and product or process knowledge. This can create enormous opportunities for contact center training teams to focus and deliver other mission-critical courses and modules that require classroom training during those scarce resource hours. The combination of these methods will drive down costs while at the same time increase proficiency of agents while building a training team that is highly effective.

When implemented properly, each of these ideas offers the potential to deliver anywhere from a small benefit in a short period of time to much larger benefits over a period of a year. While any one idea may provide some short-term savings, the effort to optimize the performance of the contact center is best undertaken within the context of a continuous improvement program with regular reviews of all the components of the solution prescribed for the contact center.

Life has been very exciting around VPI lately. We recently launched our VPI Empower Suite 5.2 and several new capabilities, especially our Smart Evaluations and have received rave reviews from Ventana Research, DMG Consulting and our customers.

Quite frankly, Smart Evaluations is unlike anything I've seen to date in the contact center quality assurance marketplace. Managers now have the power to assign automated actions to QA forms based on customized triggers. Actions like training, coaching, emails and actionable alerts that immediately appear on an agent's screen. To give you an idea of the impact Smart Evaluations can have on contact center performance, let me give you a quick scenario:

Susan is a manager responsible for quality at a 300-agent contact center. She sets up triggers based on specific agent behaviors. For instance, did the agent state his name and the company name clearly and politely when answering a call? Or, did the agent confirm the spelling of the customer's first and last names? Obviously, for both of these questons the answer is either Yes or No. Susan can set up specific actions for the system to follow in the event of either answer. And depending on the question result, she can select the type of action she wants to take – suggest training, schedule a coaching session, send an email to his supervisor, send a reminder message to the agent on their desktop ticker, or even send an immediate screen pop-up alert. 

Now imagine establishing dozens of triggers and actions that all work automatically! The possibilities are seemingly endless, and you can even replace previously manually answered questions with metrics about that call. The impact on the productivity and performance of an entire contact center is huge. And, because the Smart Evaluation interface is designed specifically for non-technical users, it's easy to start using it quickly. Click here to see a brief demo video of the Smart Evaluations feature in action and share in our excitement. 

How do you think Smart Evaluations could change your contact center? 

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.