20 Days to a Better Customer Experience: Utilizing Touchpoint Teams to Improve Service. Kelly Magalsky October 2014

Similar documents
15 Principles of Project Management Success

PROJECT PLAN FOR. Project Name Here

2013 Satisfaction Survey. How are we doing? Easier to Read Version

Small Business Market Engagement for Utility Programs

Functional Title Classification FLSA Status Reports To Team Purpose

A Performance Review for Competitive Intelligence

The Change Management Holistic Approach

Big data = Smart Metering and Analytics drive greater customer value with better information at Orlando Utilities.

Finding the Gaps With a Customer Experience Map

Its all about the Customer Experience CX

Guide to. Choosing an HOA. Management Company. brought to you by: Hignell Property Management.

Board Self-Evaluation Questionnaire

Self-Assessment A Product Audit Are You Happy with Your Product Results

BEST PRACTICES FOR SOCIAL CUSTOMER SERVICE. ebook

High Performance Culture & KPIs. Zishan Haider FCA

Beyond CTMS. Beyond Operational Metrics. True Performance.

Improving Customer Satisfaction to Accelerate Your Business Results

BENEFITS REALIZATION ENSURES CHANGE DELIVERS GREATER BUSINESS VALUE

Board Self-Evaluation Questionnaire

2013 Valpak Agile Satisfaction Survey with MIS Survey Methodology: Online

Customer Experience: Design and Execution

Delivering the Journey: Building Client and Employee Centric Banks. Kunal Chopra Sr. Director CIBC R&BB Process Management

Business Analyst Position Description

STRATEGIES FOR EFFECTIVE PERFORMANCE APPRAISALS

BENEFITS REALIZATION: THE COMPETITIVE ADVANTAGE

5 STEPS TO SALESFORCE SUCCESS

Building Loyalty With Strong Customer Service

Shared Solutions: An Overview Special Education Policy and Programs Branch Ministry of Education

White Paper. CRM Defining the Value of Customer Loyalty

ND Women Connect Your Market Proposition

Strategic Plan FY FY July 10, 2014

The Performance Management Process How to establish goals, objectives and KPI s

NEW YORK STATE-WIDE PAYROLL CONFERENCE. Presented to:

WHITE PAPER Analytics for digital retail

Customer Charter. A five star service

Chapter 17 Customer Service

Designing a Metrics Dashboard for the Sales Organization By Mike Rose, Management Consultant.

Cooking Up a Winning Customer Journey Map

Best Practice in Customer Experience Management

FBISD Performance Management Playbook

360 feedback. Manager. Development Report. Sample Example. name: date:

Project Management. An Overview for IT. Author: Kevin Martin & Denise Reeser

Briefing Paper. How to Compete on Customer Experience: Six Strategic Steps. gro.c om SynGro SynGro Tel: +44 (0 )

Table of Contents. Introduction 3. Strategic Alignment 4. Principles of Good Communication 5. Benefits of Good Communication 6

Implementation strategies for increasing the impact of tax administration reforms

ONBOARDING & OWNERSHIP:


Internet Strategic Planning at USDA s Economic Research Service

Being Smart: The Road to Improving the Customer Experience While

The customer experience: have customers been forgotten?

The Principle Responsibilities of an NGO Executive Director

HOW TO MAP THE CUSTOMER JOURNEY

A Guide to Reviewing Outsourced Contracts. By James Milner - Ember Public Sector Solutions

HOW TO USE THE DGI DATA GOVERNANCE FRAMEWORK TO CONFIGURE YOUR PROGRAM

Table of Contents. Introduction... 3 Post-Call Analytics vs. Real-Time Monitoring How Real-Time Monitoring Works... 4

Mature Agile with a twist of CMMI

IMPLEMENTING SCRUM. PART 5 of 5: SCRUM SUCCESS METRICS

Guide to Effective Staff Performance Evaluations

GUIDE TO EFFECTIVE STAFF PERFORMANCE EVALUATIONS

The ITSM Journey. Value. Chaos. Patrick Bolger. Chief Evangelist Hornbill Service Management

Achievers Roadmap of the Future

EFFECTIVE CEM REQUIRES ENGAGED LEADERSHIP

How to Rate Your Program 1.0

Developing Your Strategic Plan

Implementing Practical Information Security Programs

NOUS CREATING POSITIVE CUSTOMER EXPERIENCE IN BANKING INFOSYSTEMS LEVERAGING INTELLECT

FOUR STEPS TO LEGENDARY CUSTOMER SERVICE

FY 2015 Senior Professional (SP) Performance Appraisal System Opening Guidance

Root Causes of Why Customer Experience Programs Fail. and what you can do to ensure your program is successful

Lessons from McKesson s Approach to Maintaining a Mature, Cost-Effective Sarbanes-Oxley Program

Health Administration & Physician Leadership

Total Quality Management. Chapter 6. Leadership and Strategic planning For TQM. Chapter6 1

Johari Window A model for self-awareness, personal development, group development and understanding relationship

Keeping a Healthy Product Backlog

The Directive Supervision Employee Handbook

strategic workforce planning: building blocks to success

Project Knowledge Areas

101 things to turbocharge your real estate business

Technology-Enabled Analytics: The Key to Improving Operational Effectiveness and Customer Experience in Today s Contact Center

Business Logistics Specialist Position Description

Roles: Scrum Master & Project Manager

MOBILE MEDICAL APPLICATIONS

THE DIGITAL AGE THE DEFINITIVE CYBERSECURITY GUIDE FOR DIRECTORS AND OFFICERS

RECOVERING FROM SERVICE FAILURE

Metrics by design A practical approach to measuring internal audit performance

Business Relationship Manager Position Description

STRATEGIC AND OPERATIONAL PLAN

State of Louisiana s Workforce Planning Model Right People, Right Skills, Right Jobs, Right Time

DENVER WATER STRATEGIC PLAN

Outsourcing Performance Management

Uniphore Software Systems Contact: Website: 1

The Good Roommate Guide

What s So Great About the Customer Experience?

Five steps to improving the customer service experience

IT Operations Management. Intelligent. Integrated. Innovative.

How To Save Your Organization $147,000. Preventing Fraud.

IMPROVING INTERPERSONAL COMMUNICATION

Accounting Best Practices: Billing & Collections. Surveys Results & Recommended Practices

Customer Success Platform Buyer s Guide

What Every Project Manager should know about ITIL s Service Lifecycle Framework. Daniel Cayouette PMP - daniel@cayouette.

Transcription:

20 Days to a Better Customer Experience: Utilizing Touchpoint Teams to Improve Service Kelly Magalsky October 2014

Touchpoint Success Stories

Why Customer Experience?

Why Focus on Customer Experience? 1. Customers deserve and expect it 2. Happy customers will: Cost less to serve Are likely to use more of our products and services Adapt to changes and new technologies (Smart Grid, etc) Advocate for Avista with friends, neighbors, relatives, etc Make it easier for customer facing employees to do their job (less work mitigating problems with unhappy customers)

Customer Experience Journey 3 Focus Areas: Initially Split Focus Identifying new products and services for customers Enhancing existing customer touch points Clarified focus on enhancing existing touch points Q2 2011 Touch point Mapping and Intent Statement Creation Q3 2011 Touchpoint (TP) Teams Q3 2011 1) Continued touchpoint work 2) Sustainment of past TP Teams 3) Cust Exp Metrics Dashboard Creation 2012-2014

Our Customer Experience Approach Cust Exp Core Team 20 Day Touchpoint Teams Larger Process Improvement Touchpoint Projects Employee Soft Skills Training Technology Projects (Website, mobile app, etc)

Customer Experience Intent Statement At every point of interaction with Avista I feel that I am dealing with people that listen and genuinely care about me. They are efficient, open and honest: communicate appropriately; and are easy to do business with. When problems arise, they are competent, fair and responsive problem solvers. I trust them to be proactive and always be there with information and advice that allow me to manage my energy costs. I can rely on Avista.

Touchpoint Method

Behaviors for Success Respect each other and all opinions - One conversation at a time Keep an open mind to change Seek to understand first then to be understood - Don t be defensive There is no such thing as a dumb question Focus on process change, not just technology change Focus on process, not the people (no blame) Don t use the word can t instead say we could do that if or we could but it would impact No hidden agendas - Be honest Don t leave in silent disagreement build consensus around a shared vision Continually ask Does this help us achieve what our customer s value? Don t jump to solutions HAVE FUN!!!! Stay on topic and within scope

PADIS Methodology Plan Analyze Design Implement Sustain What do we want to accomplish? Analyze Current State Design Future State Implement future state Sustain and continuously improve Common language and structured methodology enables consistency

Plan Analyze Design Implement Sustain ID all opportunities Prioritize opportunities Current State Analysis Narrowing Scoping Exercise Analyze Phase Days 1-4 Design Solutions Design Phase Days 4-7 Implement Solutions Implement Phase Days 8-20

Process Mapping

Identify Opportunities

Benefit vs Effort Prioritization

Defining Solutions

Change Leadership Plan Stakeholder Analysis Case for Change Stakeholder Commitment Chart Communication Plan

Consider this Create the future AND Remember to understand and respect the decisions of the past. People made the best decisions they could with the priorities and information that they had at the time.

Stakeholder Engagement and Decision Making

What s Next?

1. Your employees have almost all of the answers already 2. Your leaders will be challenged by proposed changes 3. There is more opportunity for improvement than you expect 4. The speed of decision making and implementation are challenging 5. You have to work on both delighters and dissatisfiers 6. You need management commitment and guidance 7. It will be difficult to remain committed 8. Start with measures and goals 9. It takes longer than expected to see results in customer satisfaction metrics 10.Sustainment is very, very hard 11.Employees on TP Teams become much more engaged and committed to CE 12.It is a development opportunity for TP Team leaders and team members