Difference between revisions of "WE01/Canonical"

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{{SMART Meta
 
{{SMART Meta
 +
|SolutionCategory=EE
 
|Solution=Workforce Engagement
 
|Solution=Workforce Engagement
 
|Title=Quality Assurance and Compliance
 
|Title=Quality Assurance and Compliance
|Subtitle=Improve agent quality in handling interactions and gain insights to improve customer experience through recorded interactions, recorded desktop activity, quality evaluations and post-interaction web surveys.
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|Subtitle=Improve quality of agent handling of interactions by deriving insights from interaction recording along with recorded desktop activity, quality evaluations, speech & text analytics and post-interaction survey.
 
}}
 
}}
 
{{SMART Canonical
 
{{SMART Canonical
|PlatformChallenge=Contact centers today are required by law to record & reliably retain customer interactions across channels to reduce risk and meet regulatory compliance. They also need to record agent desktop activity during customer interactions to meet quality performance requirements and gain insight<s>s</s> to agent performance and compliance.  
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|PlatformChallenge=Contact centers are required to record & retain customer interactions across channels. They also need to record agent desktop activity during interactions to meet compliance requirements and gain insight<s>s</s> on Agent performance. Contact centers need an easy to use interface for evaluating the quality of specific interactions and an integrated survey solution to identify opportunities for improvement.
 +
|PlatformSolution=Genesys Cloud CX records and retains all customer interactions, to meet regulatory requirements. Recording the agent desktop activity provides insight on agent effectiveness in addressing customer needs. Genesys Quality Evaluation includes evaluation forms for use with recorded interactions. Voice transcription enables Speech to text conversion of voice recordings. Post-interaction Survey is built in to the platform. These integrated Quality tools helps improve the Quality of the Contact center.
 +
|PainPoints=*Inability to record calls and screens reliably
 +
*Lack of useful metadata about recorded interactions
 +
*No end-to-end recording, particularly when calls are transferred across multiple locations
 +
*High Total Cost of Ownership (TCO) for recording
 +
*Desire to move away from incumbent recording vendor
 +
*Current recording solution doesn’t support SIP transformation strategy
 +
*Current recording solution doesn't support screen recording of agent desktop while also recording calls and digital channels
 +
*Need to listen to voice conversation to assess sentiments
 +
|DesiredState=*Implement an Interaction Recording solution which is natively integrated with your Customer Experience Platform (single vendor for both)
 +
*Record 100% of the calls handled by your contact centers with no “lost” calls to increase compliance, decrease risk, and evaluate 100% of calls.
 +
*Include extensive metadata with each recorded conversation
 +
*Record and stitch calls from cradle-to-grave, even across multi-site transfers
 +
*Record all of your available customer digital channels along with agent desktop screen activity
 +
*Utilize speech and text analytics to enable automated speech and text analytics capabilities on all interactions
 +
*Use voice interaction for automated transcription of voice interaction.
 +
*Identify improvement opportunities for agents by sharing the customer's perception of their experience
 +
*Identify contact center procedural/process improvement opportunities
  
Contact centers need an easy to use interface for evaluating the quality of interactions and identify opportunities for improvement. Because it's not efficient to evaluate every interaction they need an automated method that allows them to focus on interactions that meet specific criteria, provides an efficient workflow and generates results.
+
<br />
 
+
|HighLevelFlowLucid=b3e55247-b188-4160-972f-373100932e69
Contact centers need an integrated survey solution, to gain insight into customer satisfaction/experience across channels, while also providing visibility to valuable contact center metrics.
 
|PlatformSolution=Genesys Cloud records and retains 100% of voice and digital customer interactions, to meet regulatory requirements and strategic quality improvement initiatives. In addition, recording the agent desktop activity provides further insight to help assess efficiency and effectiveness of agents in addressing customer needs. Simultaneous playback of recorded interactions along with agent desktop activity provides the needed visibility to identify and improvement opportunities.
 
 
 
Genesys Quality Evaluation includes flexible evaluation forms for use with any recorded interaction. The evaluation workflow provides both automated and ad-hoc assignment, easy access to results and scheduling for ad-hoc coaching. Quality Evaluation results enable contact centers to analyze performance for continuous agent improvement and improved customer experience.
 
 
 
Genesys post-interaction Survey is built in to the platform and offers a post-interaction satisfaction survey for all communication channels.
 
|HighLevelFlowLucid=https://www.lucidchart.com/documents/edit/b3e55247-b188-4160-972f-373100932e69/0
 
 
|BuyerPersonas=Contact Center Supervisor / Manager, Head of Compliance, Head of Customer Experience
 
|BuyerPersonas=Contact Center Supervisor / Manager, Head of Compliance, Head of Customer Experience
|QualifyingQuestions=# Do you know if customers perceive that they receive the same quality of service regardless of the channel they use?
+
|QualifyingQuestions=#Do you know if customers perceive that they receive the same quality of service regardless of the channel they use?
# Are there any reliability issues with the current recording system?
+
#Are there any reliability issues with the current recording system?
# Are you happy with the service and support that your current recording vendor provides?
+
#How does your organization manage the quality of the interactions that your contact center handles with customers and prospects ?
# How does your organization manage the quality of the interactions that your contact center handles with customers and prospects ?
+
#How do you aggregate and report upon evaluation results (scores)?
# How does your quality team select which interactions to evaluate?
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#How do you assess why some agents take longer to handle customer interactions than others?
# How do you aggregate and report upon evaluation results (scores)?
+
#Are there any concerns about agents accessing unauthorized information while handling interactions?
# How valuable would it be if interaction recordings could also allow you to see how agents navigate your systems while they're handling customer conversations?
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#What communication channels do you offer your customers?
# How do you assess why some agents take longer to handle customer interactions than others?
+
|DataSheetImage=WE01 - Quality Assurance and Compliance - header.png
# Does your contact center agents comment about certain types of issues taking longer to handle due to systems issues?
 
# Are there any concerns about agents accessing unauthorized information while handling interactions?
 
# What communication channels do you offer your customers?
 
 
}}
 
}}
 
{{SMART DataSheetFlow
 
{{SMART DataSheetFlow
 
|Flow=Customer conversation on one of the available interaction channels gets recorded and retained.
 
|Flow=Customer conversation on one of the available interaction channels gets recorded and retained.
 +
}}
 +
{{SMART DataSheetFlow
 +
|Flow=Recorded Voice Interactions are transcribed to text using Speech and Text analytics
 
}}
 
}}
 
{{SMART DataSheetFlow
 
{{SMART DataSheetFlow
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}}
 
}}
 
{{SMART Benefits
 
{{SMART Benefits
|CanonicalBenefitID=Improved Agent Competency
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|CanonicalBenefitID=Improved First Contact Resolution
|CanonicalBenefit=Use recordings of available media types (call, chat, email and messaging) along with recorded agent desktop activity to identify performance improvement, coaching and overall process improvement opportunities.
+
|CanonicalBenefit=Leverage the Quality evaluation results and Post interaction survey results to identify and address the root cause(s) of repeat contacts thereby improving FCRs.
 
}}
 
}}
 
{{SMART Benefits
 
{{SMART Benefits
 
|CanonicalBenefitID=Improved Customer Experience
 
|CanonicalBenefitID=Improved Customer Experience
|CanonicalBenefit=Use Quality Evaluations and post-interaction Surveys along with recording of voice and digital interactions to identify areas of improvement at the contact center level
+
|CanonicalBenefit=Post-interaction Surveys along with recording of voice and digital interactions to identify areas of improvement at the contact center level as well as agent level to deliver a better customer experience.
as well as agent level to deliver a better customer experience.
 
 
}}
 
}}
 
{{SMART Benefits
 
{{SMART Benefits
|CanonicalBenefitID=Improved Employee Occupancy
+
|CanonicalBenefitID=Improved Employee Productivity
|CanonicalBenefit=Leverage the Quality evaluation results and Post interaction survey results to identify and address the root cause(s) of repeat contacts thereby improving FCRs.
+
|CanonicalBenefit=Leverage the Quality evaluation criteria to create targeted evaluations to identify keys to successful sales and improve agent productivity
 
}}
 
}}

Latest revision as of 21:27, November 9, 2021

Important
This information is shared by WE01 use cases across all offerings.

Administration Dashboard

Go back to admin dashboard to create and manage platform-specific use cases in the system:

Titles and Taxonomy

Main Title Subtitle Taxonomy Product Category Draft Published Edit

Quality Assurance and Compliance

Improve quality of agent handling of interactions by deriving insights from interaction recording along with recorded desktop activity, quality evaluations, speech & text analytics and post-interaction survey.

Employee Engagement

Workforce Engagement

No draft


Canonical Information

Platform Challenge and Solution

Platform Challenge: Contact centers are required to record & retain customer interactions across channels. They also need to record agent desktop activity during interactions to meet compliance requirements and gain insights on Agent performance. Contact centers need an easy to use interface for evaluating the quality of specific interactions and an integrated survey solution to identify opportunities for improvement.

Platform Solution: Genesys Cloud CX records and retains all customer interactions, to meet regulatory requirements. Recording the agent desktop activity provides insight on agent effectiveness in addressing customer needs. Genesys Quality Evaluation includes evaluation forms for use with recorded interactions. Voice transcription enables Speech to text conversion of voice recordings. Post-interaction Survey is built in to the platform. These integrated Quality tools helps improve the Quality of the Contact center.

Platform Benefits

The following benefits are based on benchmark information captured from Genesys customers and may vary based on industry or lines of business:

Canonical Benefit Explanation
Improved Customer Experience Post-interaction Surveys along with recording of voice and digital interactions to identify areas of improvement at the contact center level as well as agent level to deliver a better customer experience.
Improved Employee Productivity Leverage the Quality evaluation criteria to create targeted evaluations to identify keys to successful sales and improve agent productivity
Improved First Contact Resolution Leverage the Quality evaluation results and Post interaction survey results to identify and address the root cause(s) of repeat contacts thereby improving FCRs.

High Level Flow

High Level Flow Steps

  1. Customer conversation on one of the available interaction channels gets recorded and retained.
  2. Recorded Voice Interactions are transcribed to text using Speech and Text analytics
  3. Recorded interactions are auto assigned to evaluators for assessment of agent performance (or for calibration)
  4. Option - Evaluator is able to search for/locate interaction recordings for ad-hoc evaluation assignment.
  5. Agent receives completed evaluation to review recordings and evaluation..Acknowledge and add comment.
  6. Customer is sent a Post Interaction survey based on Policy criteria and actions. Results are linked to the recorded interaction.
  7. Performance results are generated by Quality evaluation and Survey; Coaching , Learning Module assignment are initiated based on results.

Data Sheet Image

WE01 - Quality Assurance and Compliance - header.png

Canonical Sales Content

Personas

  • Contact Center Supervisor / Manager
  • Head of Compliance
  • Head of Customer Experience


Qualifying Questions

  1. Do you know if customers perceive that they receive the same quality of service regardless of the channel they use?
  2. Are there any reliability issues with the current recording system?
  3. How does your organization manage the quality of the interactions that your contact center handles with customers and prospects ?
  4. How do you aggregate and report upon evaluation results (scores)?
  5. How do you assess why some agents take longer to handle customer interactions than others?
  6. Are there any concerns about agents accessing unauthorized information while handling interactions?
  7. What communication channels do you offer your customers?

Pain Points (Business Context)

  • Inability to record calls and screens reliably
  • Lack of useful metadata about recorded interactions
  • No end-to-end recording, particularly when calls are transferred across multiple locations
  • High Total Cost of Ownership (TCO) for recording
  • Desire to move away from incumbent recording vendor
  • Current recording solution doesn’t support SIP transformation strategy
  • Current recording solution doesn't support screen recording of agent desktop while also recording calls and digital channels
  • Need to listen to voice conversation to assess sentiments

Desired State - How to Fix It

  • Implement an Interaction Recording solution which is natively integrated with your Customer Experience Platform (single vendor for both)
  • Record 100% of the calls handled by your contact centers with no “lost” calls to increase compliance, decrease risk, and evaluate 100% of calls.
  • Include extensive metadata with each recorded conversation
  • Record and stitch calls from cradle-to-grave, even across multi-site transfers
  • Record all of your available customer digital channels along with agent desktop screen activity
  • Utilize speech and text analytics to enable automated speech and text analytics capabilities on all interactions
  • Use voice interaction for automated transcription of voice interaction.
  • Identify improvement opportunities for agents by sharing the customer's perception of their experience
  • Identify contact center procedural/process improvement opportunities



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