Interventions in Customer Centres through Benchmarking and Networking This paper outlines the intention and preliminary results of a Danish research and development project. The aim of the project is to investigate the possibilities for improving the psychological working environment for employees in call centres through benchmarking activities in networks. Benchmarking is often associated with competition and the idea that there exists an actual “best practice” that anyone could employ to their own advantage. The ambition of this project is to supplement this with an approach that is oriented towards learning. The intervention attempts to balance off the element of competition and the focus on a common standard with the consideration of the unique identity and specific problems of every customer center. Background and method Call centres, or customer centres (CC), are characterized by the efficiently organized servicing of customers, primarily via telephone, but increasingly through different electronic channels such as mail, chat, etc. The customer center can be a part of a company and service the company’s own customers, so called in-house services. It can also be an independent company that services customers from other companies, who buy the services from the customer center, also called independent or subcontractor CC. The customer center can answer calls from customers (inbound), contact customers or potential customers (outbound), or attend to both functions. Whereas CC previously were mainly to be found in private companies, today, public organizations and administrations increasingly use this type of production. Today, integrated telephone and internet technology enable cost efficient planning and customer servicing. This combined with a management culture with a strong focus on digits and control means that the working environment in many CC is characterized by surveillance, control, and a lack of influence and development opportunities for the employees (1, 2, 3, 4, 5, 6). Work in CC is generally held in low esteem. As a consequence, sick leave and staff turnover is high in many CC. Previous research has shown that it is possible, within the technological and organizational concept of the CC, to develop work in a way so as to improve the working environment for employees, while simultaneously maintaining or improving the quality of service and efficiency (5, 7, 8). A three year intervention project (2007 – 2010) financed by the Danish working environment research foundation builds on these experiences. Company Line of business Nordea CSC ISS Aarhus SKAT (public) TNT Helsingør Kommune (public) CCE Bank/financing IT Mixed Tax Transport Citizen service centre ISS Kbh Mixed, primarily telephone services Mixed Type of customer centre In-house Subcontractor Subcontractor In-house In-house In-house Type of calls Inbound Inbound Outbound Inbound Inbound Inbound Subcontractor Inbound 300 (many are part time) Subcontractor Inbound 100 Table 1 Customer centres participating in the actual project Size (approximate number of employees in call centre) 200 40 200 (many of these are students) 400 60 60 The project “Improving working conditions in call centres through benchmarking and networking (in Danish abbreviated as “AMICA”) is implemented in cooperation with DTU (Technical University of Denmark), NFA (National Research Centre for the Working Environment) and TeamArbejdsliv (Team Work Life). In the project, 8 very different CC (in the table above) are involved in a network, in which they are benchmarked on the psychosociall working environment of the employees. Why benchmarking and networking? In short, benchmarking can be defined as “a systematic comparison between organizational units (...) with one or more specific purposes” (9, our translation). As stated, the intention of this project is to benchmark in order to improve the working environment and terms of work in CC. Thus, we introduce the working environment as a (new) comparative parameter. Benchmarking efficiency and productivity is generally extended within and between CC, and as such we introduce the working environment in a language familiar to management and employees. Our measures of the working environment are based on a questionnaire about the psychosocial working environment, developed by NFA1, supplemented with a number of questions directed specifically towards the CC. These questions have been developed by the research team in a previous research project (5, 6). Beyond introducing a measure for benchmarking, we also introduce a norm for “the good working environment”, without actually presenting the companies with fixed solutions or unequivocal “best practices” - an approach which emphasizes the learning dimension rather than the control dimension in the benchmark methodology (9). Simultaneously, we offer the CC a new context: a network in which they can be inspired, through benchmarking, by other CC. As such, the network is conceptualized as an incitement and motivation for every customer centre to implement concrete changes. As they are all CC – with the specific terms of work associated with this form of production – we would assume that they, despite differences, will recognize conditions of their own working environment in the other CC. It is our assumption that this recognition will lead them to be more open to the inspiration offered by working environment solutions of other CC. The establishment of network as a specific “agent of change” should be considered in light of the fact that many CC are regarded as an appendix to the core of the organization. Physically they are often situated in a remote location, and organizationally and culturally there is a tendency to consider their services and employees as secondary when compared to the core. Developing a project and a network which specifically attends to the CC, it is the intention to provide the management and employees of the CC with the experience of partaking, as a company or organizational unit in their own right. The methodology of the project The planned activities of the project are outlined in figure 1 below. The activities of every customer centre are followed through the process by a member of the research team. ”Copenhagen Psychosocial Questionnaire“ to be downloaded from: http://www.arbejdsmiljoforskning.dk/upload/english_copsoq_2_ed_2003-pdf.pdf) 1 The intervention The competitive aspect was introduced from the very beginning as the companies had to “apply” to take part in the project. As there was a very strong interest in partaking in the project, the involved companies have already “won”, so to speak. The selection of the CC was based on the wish for the greatest diversity in terms of the CC’ tasks, ownership, size, and geographic location, but not the working environment as such. Thus, the eight CC have been chosen, not because their working environment is either good or bad, but because they have an interest in improving their actual working environment. The competition introduced with the benchmarking method has not been instrumental. As we have already mentioned, the emphasis in the project has been on the learning perspectives, rather than maneuvering the companies towards the same goal. In a workshop, every company was presented with their own results in the questionnaire held up against the average of all project companies as well as the best and worst scores. Then the project group was instructed to point out at least 3 areas that they were particularly proud of, and where they believed to have something to offer to the other companies. Not until then were they instructed to point out 3 areas where they, based on the results believed they could learn from the other companies. As a consequence, even companies with predominantly “red” results (i.e. those diverging markedly negatively from the average) maintained a focus on the available resources on which to build. Accordingly, the very “green” CC (i.e. those diverging markedly positively from the average) paid attention to the possible areas of improvement, even if they were “ahead in the field”, so to speak. In the benchmark seminar, all companies took part in sessions where they took turns offering valuable experiences, respectively were interested in learning from others. The companies’ results were not hidden from the other companies. But the focus from our side was not a comparison of the companies on a numerical scale, but the possibilities for learning and ways in which to be inspired from each other. In the project, involvement was the goal as well as the means. It was our goal that employees were actively engaged in the project, as involvement is a very important part of the psychosocial working environment, and because generally, it is in short supply in CC. We demanded that the employees were involved in the CC’ project group and in the cross company network groups if we were to support them. We believe that involving those affected by the process gives way for better and more durable solutions. Furthermore, we wanted to demonstrate to the companies that the trust you show employees, involving them in the process, is rewarded with engagement and responsibility. Our approach to our own role has been that of role models for the activities of the CC. Our motto has been: Practice what you preach. Experiences and observations up till now Of course, one thing is the intentions and endeavours we as consultants and researchers have had with the project. Quite another is the way in which the companies have filled out the context established by us. In the following, we aim to throw a reflective glance at our experiences and observations up till now. Benchmarking as an opportunity for self-reflection In the benchmark seminar, there was a clear tendency for one of the eight CC to stand out as the “paragon of virtue”. The other CC soon came to realize that this was a company that was far advanced when it came to integrating the customer centre organization with considerations of the working environment. Everybody was very interested in learning about their experiences and organization. However, characteristically, in the feedback from all CC after the seminar, everybody felt that they could make valuable contributions. Or as several employees put it: “Somebody is worse off than we are!” Whether the customer centre is in the red or green end of the results of the questionnaire, management and employees have left the seminar with a feeling that they were on the right course. In this way, benchmarking with the other centres has worked as a mirror in which every customer centre could reflect themselves, thereby becoming more aware of who they were and where they were going. The question is whether this, in a working environment and change perspective, is to be considered a positive result of benchmarking? If you see benchmarking as a question of setting a common standard across companies in order to define the “one best way”, then no, maybe you can’t. In this case, you necessarily have to see the generally positive self image as adverse. Competition and local anchorage – finding the balance between uniformity and difference In the light of our ambition to apply a leaning approach to benchmarking, the increased selfreflection and self-understanding of the companies would indicate that many efforts have led to success. Not the least because the immediate self-sufficiency has not led the individual project groups to “twiddling their thumbs”. On the contrary, the benchmark seminar seems to have inspired and motivated each customer centre to start in the areas of their choice. In our interpretation, this is to the credit of this particular form of intervention, that the traditional understanding of benchmarking and best practice: that all adopt the same method, organization or technology, has been put aside here to the effect that every customer centre assess what will work for them in their specific context. Input and inspiration from the other centres have been transformed locally to initiatives based on the existing practice and context. At the present time, the CC work with themes such as: From a focus on sickness to a focus on health; the establishment of self-governing groups; and the possibilities for moving from a focus on digits to a greater focus on customers and quality of the service. Through benchmarking, it has proved possible to elucidate and recognize the specific virtues of a customer centre without immediately trying to copy their efforts in the other centres. The element of competition, inevitably implying comparison and ranking, has worked as a motivation, escaping the consequent reduction to an unreflected adoption of a standardized practice. This is illustrated precisely through the simultaneous experience in the companies of being very similar and very different. This recognition points to the importance of the common and traverse aim in the project intervention (with reference to the categories of the questionnaires and the idea of benchmarking as a reference), while simultaneously working consciously with the identity and specific problems of every company (by way of company workshops and engaging dialogue in the ongoing process). Involvement – the course is set for employees One of the tendencies which stands out most clearly across the CC is the general increased awareness of employee involvement. In the light of the projects intention to work, based on a high degree of involvement, it has been very positive to see the degree of active employee involvement in the process. Not least in view of the general tendency in the customer centre area, where employees are primarily seen as “pure” labour or manpower and less as a resource or “knowledge fund” to be implicated in the continuous development of the companies. During the project, and not least in the benchmark seminar, the management has had a rare opportunity to experience their employees’ dedication to their work. This experience demonstrated that given the proper circumstances, employees are very loyal and eager to contribute to the positive development of their work and working place. Conclusion: midway reflections In light of the current results, it would seem that benchmarking and networking across different CC have a positive effect. The benchmark method seems to have created a healthy competition and simultaneously a commitment and engagement in the individual company, both on an employee and a managerial level. The fact that several centres are joined, working towards the same goal, simply increases motivation and energy. At the same time, there are indications that the involving and dialogue-based intervention in the CC has facilitated a change in the individual CC. However, it is difficult to make any final conclusions, as the project is only halfway through the process. Obviously, the million dollar question is to what extent the strategies to improve the working environment and involve employees more are realized, and if implemented, will they stretch beyond the project and employee representatives presently involved in running the process. Will the project leave permanent traces in the ongoing organization of the CC? Will they actually invest the necessary time to the maintenance of the working environment and the employees that is needed with a continuous working environment focus? Will they only go for the “low hanging fruits” in terms of quick results, or will they succeed in taking terms with more extensive changes? Will the cooperation and the networks established between the CC work as “drivers” in the continuous work – even beyond the project period - or will it only happen while the consultants are still there to keep the steam going? As researchers, we have an important role identifying the factors in the individual companies that are effective when bringing about changes in practice. There are many questions. Hopefully, the research and development intervention in the next 1½ years will provide some of the answers. Answers that will not only give us a sense of whether benchmarking and networking can be used as a form of intervention in the CC, but also indicate if the methods can be implemented in other lines of business. References 1) Sprigg, C.A.; Smith, P.R. & Jackson, P.R. (2003): Psychosocial risk factors in call centres: An evaluation of work design and well-being, Research Report 169, Health and Safety Executive, HSE Books, Suffolk 2) Toomingas, A. (2005): Working conditions and health at call centres in Gustafsson, R.Å. & Lundberg, I. (eds.): Worklife and Health in Sweden 2004, Arbetslivsinstitutet, Stockholm 3) Norman, K. (2005): Call centre work – characteristics, physical and psychosocial exposure and health related outcomes, Vetenskaplig Skriftserie Arbete och Hälsa 2005:11, Arbetslivsinstitutet, Stockholm 4) Toomingas, A.; Hagman, M.; Risberg, E.H. & Norman, K. 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