1. Introducing Quality Management Drew Judkins, inContact Larry Fur, inContact Jonathan Judd, RxAmerica

2. Quality Management Contact center quality assurance, also known as Quality Management (QM), is a process where managers, supervisors and QA specialists monitor and evaluate how well agents handle customer transactions. -DMG Consulting

3. QM Results Significant improvements in call quality Significant improvements in customer sat Improvements in overall call center performance Lower employee turnover Lower absenteeism Higher morale Source: Ascent Group

4. However… The benefits are clear, but how do you realize them? Rushing QM implementation can result in inconsistent processes and alienated staff Quality monitoring is a challenge

5. However… (cont.) According to a study by The Ascent Group, the biggest hurdles include: Overcoming resistance from call center agents Finding the time to monitor and provide feedback Calibrating accurately Coaches and monitors who lack expertise in quality assurance

6. inContact QM Version 1 Available January 2009 on inContact NG Functionality QA form template library (best practice) Create/manage custom QA forms Playback and score recorded voice contacts Review completed QA forms Basic reporting

7. Terminology QA Form QA Form Template Question Group Recording Quality Score Average Quality Score

8. QA Form A collection of questions (or groups of questions) created for use by QA specialists to grade the quality level of an agent's handling of a contact.

9. QA Form Template A read-only QA form created by inContact, which is available to customers to copy and use as a template when creating custom QA forms. Example: “Customer Service Best Practice”

10. Question A single question on a QA form with a pre-determined "points possible" value (e.g. 10 points) The answer that a QA specialist selects for a question determines the "points awarded" (e.g. 8 out of 10 points)

11. Group A group of questions on a QA form with a sub- total value calculated by summing the "points awarded" out of "points possible" for all questions within the group. Example: 40 out of 50 points

12. Recording A record of a completed contact; be it by voice, email, or chat (v1 will be voice only)

13. Quality Score A percentage calculated by dividing "total points awarded" by "total points possible" for a single question, group of questions, or an entire QA form. Example: 90 out of 100 points = a quality score of 90%

14. Average Quality Score Percentage calculated by dividing "total points awarded" by "total points possible" across multiple QA forms Average quality score may be calculated for either an individual agent or a team of agents

15. Live Demonstration QM V1 Continue…

26. Getting Started 1.Identify the strategic objective of the quality monitoring program 2.Determine and analyze cost of quality 3.Correlate quality measures with customer feedback 4.Share information captured with other business departments 5.Train agents and involve them in improving customer satisfaction 6.Develop a cycle of continuous improvement

27. QA Form 1.Measure agent adherence to internal policies and procedures 2.Improve consistency and quality of customer interactions across all channels 3.Assess business execution – detect and fix broken or inefficient policies, processes or operational issues throughout the company 4.Improve agent performance

28. QA Form Cont. 5.Identify agent training needs 6.Identify policies or processes that frustrate and alienate customers 7.Maximize every customer interaction 8.Identify business trends 9.Improve the customer experience

29. FAQ How often should I monitor? Should I monitor experienced agents? When should I monitor? And, when should I get feedback to the agent? How does internal QA feedback differ from feedback I can get directly from the customer?

30. Customer Feedback Do we need quality feedback from the customer and from the supervisor (or QA person?) What does this have to do with nose picking?

31. inContact QM Version 1 Projected availability January 2010 on inContact NG Functionality QA form templates out-of-the-box Create/manage custom QA forms Playback and score recorded voice contacts Review completed QA forms Basic reporting

32. QM Roadmap Premium edition Business workflow Recording management Calibration process Integration with ECHO Screen recording Speech analytics

33. Key Takeaways OneTwoThree When implemented properly, QM will improve call quality, agent satisfaction, and customer satisfaction. More powerful when combined with post-contact quality survey. V1 of inContact QM available starting January 2010.