1 Call Center to Contact Center Contact Center Organizational Chart Donna Stone Buchanan Chief Operating Officer Donna Burnham Vice President 2-1-1 Contact Center Operational/ Team Manager Contact Center Agents (24) Trainer/Team Manager Quality Assurance Manager Quality Control Agent Database Manager Database Coordinator Community Resources Manager Outreach Marketing Manager Special Projects Manager Specialist (1) Senior Specialist (2) 2 United Way of Greater Atlanta 2-1-1 Contact Center Celebrating 17 Years of Service 3 What is a Contact Center? • A Contact Center is a central point in an enterprise from which all customer contacts are managed 4 Next Steps… Goal: Educate and Empower the community Business Case: Who, What, When, Where, Why & How? Cross Functional Team: A representative from each internal division and a member from the 2-1-1 Advisory Committee Stats: Callers demographics ACD Messaging, Agents Scripts, Social Media, Technology, Real Time Info, Marketing Efforts, Quality, Follow-up Remote and Staffing 5 Why the change? • Utilizing technology to empower those in need • More effective way to engage millenniums • 2-1-1’s database is a valuable “RESOURCE HUB” for local and statewide services • Information is accessible in a variety of ways 6 How? E-Services: LIVE Chat, Text and Emailing Referrals, Emails Technology: QR Code, 2-1-1 App, Show me Real Time Information: Improve communication with agencies Welcome/Hold Messaging: Platform used to educate & empower callers Agents Closing Script: Method used to educate & empower callers Agent Monitoring: Changed from a team approach to only one individual (Quality Manager) Follow-up: Changed from a volunteer approach to creating a Quality Control Agent position 7 Continue… Marketing Efforts: Logo, 2-1-1 brochure, E-Newsletters and Library Campaign Social Media: Facebook, Pinterest, Google+, Twitter, YouTube Staffing: Increased remote capabilities, Changed performance indicators Quality: (Customer Satisfaction Surveys) - IVR (Interactive Voice Response) that captures callers’ feedback immediately after each call - Web Survey - Chat Survey 8 What are the benefits? • Additional points of connectivity to the community • Increased staff productivity: LIVE chat allows communication with multiple customers at the same time • Enhanced communication with our disabled population through text, email referrals and Live Chat • Promoting online capabilities increases exposure and awareness of all aspects of United Way • 2-1-1 remains relevant 9 Just take a listen to a satisfied Caller… 10 2-1-1’s Story Board 11 How has the change affected 2-1-1’s volume? • Web service stats have doubled • Chats have continued to climb • E-mail requests have continued to climb • While traditional call volume is slightly down, our overall contact volume has increased 12 Individual Web Searches Jul July '13-June '14 17,801 July '12-June '13 18,947 % Change -6.0% SINCE WEBSITE DATABASE PROMOTION BEGAN IN OCTOBER 80,000 2011, OVERALL 70,000 60,000 WEBSEARCHES ON THE 50,000 211 DATABASE HAVE 40,000 30,000 BEEN CONSISTENTLY ON 20,000 THE RISE. 10,000 Aug Sept Oct Nov Dec Jan Feb Mar Apr May 36,869 41,440 56,674 69,311 51,401 39,675 27,748 32,091 32,078 22,111 21,486 26,960 25,131 20,484 13,485 8,263 9,136 11,876 9,471 66.7% 92.9% 110.2% 175.8% 150.9% 194.2% 235.8% 251.3% 170.1% July '12-June '13 Jun Total 405,088 13,426 177,879 127.7% July '13-June '14 0 Jul 13 Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Chat Contacts Jul July '13-June '14 1,201 July '12-June '13 813 % Change 47.7% 211 ONLINE CHAT SERVICE, INITIATED IN MAY 2011. CHAT APPEALS TO TODAY'S SOCIAL MEDIA USERS. Aug 1,144 972 17.7% Oct 1,103 1,385 -20.4% Nov 1,195 1,098 8.8% Dec Jan Feb Mar Apr 991 591 395 450 519 1,019 741 429 528 647 -2.7% -20.2% -7.9% -14.8% -19.8% July '12-June '13 May 879 Jun Total 8,613 945 8,617 0.0% July '13-June '14 2,000 1,750 1,500 1,250 1,000 750 500 250 0 Jul 14 Sept 1,024 985 4.0% Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun 211 Web Mail Contacts Jul July '13-June '14 332 July '12-June '13 148 % Change 124.3% Aug Sept 254 268 152 188 67.1% 42.6% Oct 328 212 54.7% Nov Dec Jan 357 374 230 227 188 119 57.3% 98.9% 93.3% July '12-June '13 IN A YEAR TO YEAR COMPARISON, USERS OF THE DATABASE ON LINE E-MAIL SERVICE HAVE A SHOWN A STEADY INCREASE IN USAGE. 15 Feb 124 115 7.8% Mar Apr 129 134 94 167 37.2% -19.8% May 224 Jun Total 2,530 254 1,610 57.1% July '13-June '14 500 450 400 350 300 250 200 150 100 50 0 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Traditional vs. E- Services Contacts 16 How Do E-services Affect Our Metrics? • Average Speed of Answer: (ASA) – To maintain an average wait time of less than 2 minutes before a call is answered • Service Level: To answer calls 80% of the time in 90 seconds or less • Average Handled Time: (AHT) To maintain an average talk time of 5 minutes and 30 seconds • Customer Service Satisfaction: To rate a 95% or higher. Eservice users are invited to customer service survey. • Agent Monitoring Scores: To achieve 92% or higher monthly. Chat transcripts are monitored. 17 E-Service Requires, Metrics, Policy and Procedures Updates: – Chat Policy – Who chats?, How many Chats?, Chat schedule, Chat hours, Chat Schedule: Priority Mon Chatter 1 Alida Chatter 2 Eliz Chatter 3 Thanh Tue Fenella Lauren Steph Wed Aria Eliz Lauren Thu Steph Lauren Aria Fri Thanh Alida Fenella – Chat Metrics – AHT, ASA – consider as next contact in queue – E-mail Policy – Who responds? How to respond?(templates) – E-mail Metrics – ASA - consider as next contact in queue. – E-Referral Delivery Policy – email vs text 18 Change to E–Services Affects Information Delivery How often were agents frustrated when the caller did not have pen and paper or did not write down referrals? E-services allows: - E-mailing and texting of referrals - Reduces handle time - Reduces repeat callers - Gives caller permanent record of referral. - E- referral delivery policy specifies what information is required to be given when texting or e-mailing referrals. 19 Texted referrals Jul Aug Sept Oct July '13-June '14 5,060 7,162 8,466 10,746 July '12-June '13 395 437 378 338 Nov Dec Jan 11,768 12,235 10,336 526 872 1,425 1181.0% 1538.9% 2139.7% 3079.3% 2137.3% 1303.1% 625.3% Feb Mar Apr 8,289 8,929 6,207 1,027 1,487 3,505 707.1% 500.5% 77.1% May Jun Total 89,198 4,584 4,882 10,390 758.5% % Change E-mailed referrals Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr July '13-June '14 2,768 2,640 2,943 3,201 3,482 3,733 2,897 2,352 2,588 2,882 July '12-June '13 853 1,017 989 1,293 1,316 1,370 1,826 1,575 1,486 2,079 224.5% 159.6% 197.6% 147.6% 164.6% 172.5% 58.7% 49.3% 74.2% 38.6% % Change 20 May Jun Total 29,486 2,282 2,620 13,804 113.6% Conversion to a Contact Center includes taking advantage of all new technologies. Consider Remote Staffing: - Improves Attendance - Improves Punctuality - Improves Agent Morale • Rewards high performing agents • Improves staff availability for extra or overtime hours…. 21 22 -Improves Disaster Response: •Increased service continuity during localized “disaster” events and outages •Agents always available on call •Agents dispersed throughout service area •Agents isolated during epidemic or pandemic Example - Recent Atlanta winter weather Atlanta Ice Storm February 2014 23 Atlanta Winter Storm Pax 24 Remote Agent Dispersion Greater Atlanta Service Area 211 25 Considerations In Remote Scheduling: • Remote policy? – Who is remote? – Required work environment? • Home visits – What to do during loss of connection? – Disaster response requirements • Schedule flexibility during spikes, low staffing, disasters • Maintain open communication – cell phone on hand – Readjust some performance requirements • Example: punctuality • How often on-site? – Ensure on-site time for on-going training – Depends in part on philosophical considerations of your agency? Live United? • Technology? – What internet provider? – What internet speed? – Is Agent location susceptible to outages? – Who pays cost? 26 Remote Schedule = REMOTE = ON-SITE SUN ARIA MON ARIA SILVIA REGGIE MAIRA THANH SHEMEKA FENELLA ELIZABETH ALIDA SEAB SEAB JEFFREY JANELL JANELL 27 TUES ARIA SILVIA REGGIE MAIRA SHEMEKA FENELLA ELIZABETH WED ARIA REGGIE MAIRA SHEMEKA FENELLA ELIZABETH SEAB SEAB JEFFREY JEFFREY JANELL(MORNING, CLARIBEL 2ND TUES MONTHLY) THURS FRI SAT ARIA REGGIE MAIRA THANH SHEMEKA FENELLA ELIZABETH ALIDA SILVIA SILVIA REGGIE MAIRA THANH THANH SHEMEKA FENELLA ELIZABETH ALIDA ALIDA JEFFREY JEFFREY CLARBEL(MORNING, CLARIBEL ND 2 THUR MONTHLY) CLARIBEL JANELL Customer Service Satisfaction Results – Calls January – April 2014 Q1 – Did you receive the information you requested? Q2 – Were you satisfied with your hold time? 28 Customer Service Satisfaction Results – Calls January – April 2014 (cont.) Q3 – Was your experience with the representative a positive one? *The goal of the 211 Contact Center is to receive a 95% score or better on the "Yes" responses. 29 Customer Service Satisfaction Results – Web January – April 2014 Were you able to find the service you were looking for today? Have you visited the 2-1-1 website before? 30 Customer Service Satisfaction Results – Web January – April 2014 (cont.) On a scale of 1 to 5 with 1 being poor and 5 being excellent, how would you rate the overall quality of the 2-1-1 website? How did you hear about the 2-1-1 website 31 Customer Service Satisfaction Results – Web January – April 2014 (cont.) Please describe your gender and age: Female Please describe your gender and age: Male 32 Customer Service Satisfaction Results – Web January – April 2014 (cont.) Which of the following best describes the nature of your search? Would you likely use this website again for future needs? 33 Customer Service Satisfaction Results – Live Chat January – April 2014 Did you receive the information you needed? Overall, were you satisfied with your chat response time? 34 Customer Service Satisfaction Results – Live Chat January – April 2014 (cont.) Was the Referral Specialist helpful? 35 FOR QUESTIONS OR FOLLOW-UP: Donna Burnham Vice President United Way 211 of Greater Atlanta 404- 614 – 2906 dburnham@unitedwayatlanta.org Don Zubler Operations/Team manager United Way 211 of Greater Atlanta 404- 614 – 1017 dzubler@unitedwayatlanta.org THANK YOU FOR VISITING OUR CONTACT CENTER! 36