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Financial Services Firm Enriches Customer Relationships Through Improved Contact Center Interactions

Company Overview:

A diversified financial services company engaged eLoyalty to assist in optimizing customer interactions. The firm offers consumers in the United States, United Kingdom, and Canada a variety of credit, savings and loan products.

Purpose:

Outsource contact center support services, manage the environment for consolidated voice recognition and response and inbound call routing while continuing to improve existing service levels.

Business Objectives:

  • Expand outsourced managed services
  • Consolidate vendors providing technical managed services
  • Migrate to a flexible, easily maintainable, cost-effective environment
  • Evolve into a "world-class" call center environment

The Solution:

ICS Managed Services Operate and Run from eLoyalty

The Process:

  • Manage service levels to meet targets defined in SLA's
    • Strategic and tactical Call Capacity Planning/Management
    • Facilitate call-routing and termination accuracy
    • Drive towards low Mean Time To Resolution (MTTR)
    • Enhance platform stability through Intelligent Proactive Monitoring
    • Optimize solution capabilities to reduce potential service impacting events
    • Ensure Move/Add/Change request response time is excellent and quality is exceptional with flawless execution
  • Generate action plans as appropriate to address process defects
  • Manage incident, problem and change management for all services defined in SLA
  • Mature assessment of level of effort for client-requested routing modification requests
  • Drive routing architecture, application and operational design dialogue
  • Lead maintenance, clean-up and optimization activities in the call-routing environment
  • Ensure adherence with established client processes and procedures
  • Point of escalation for all technical operations issues
  • Facilitate root cause analysis
    • Mandate adherence to eLoyalty and client ITIL processes
  • Standardization of reporting
    • Project Dashboard
    • Post incident report distribution
    • Monthly report cards
  • Maximize client satisfaction
    • Document client SLA's
    • Improve Mean Time To Resolution (MTTR)
    • Reduce incident recurrence
    • Optimize client communication
    • Identify opportunities for proactive maintenance
    • Suggest architectural improvements
    • Ensure adherence to client security requirements
  • Foster synergy between client teams
    • Weekly meetings with team leads for all client teams
    • Bi-monthly communication of O&R successes and methods to avoid pitfalls
    • Creation of "Learning Taskforce"
  • Comprised of resources across client teams
  • Share knowledge based on product and client experiences
  • Generate output from monthly meetings for presentation to O&R population during monthly meeting

Results:

  • Increased platform stability enabling business solution expansion
  • Increased quality and timeliness of change execution
  • Philosophy is to continuously improve the environment
    • Capitalize on short-term improvement opportunities
    • Build the technical foundation for enhanced capabilities
    • Reengineer operational processes to provide enhanced capabilities
  • Method of operation is to:
    • Create project teams for short-term improvement opportunities
    • Provide long-term resources for continuous activities or for building capability within the financial services organization
    • Outsource additional functionality where appropriate
  • Continue to maintain and enhance utilizing a stable environment
  • Relentless delivery of world-class client-focused VoIP Managed Services that enable high performance and highly available solutions that exceed client expectations and preserve their ROI