To a new vendor or to expand the services and bring in new business lines to the existing vendor.
The Back Story
Company is a leading insurance and reinsurance company in Peru, and one of the largest in Latin America. Because of the breadth of service offerings, individual work teams have been developed within the company rather than one centralized, efficient contact center structure for all inbound, outbound, customer service, sales, email and chat support services.
Due to growth, the company desired to streamline internal processes and best practices to create an updated outsource and internal operational structure to support volumes and business lines moving forward. Company was also undergoing an Outsource Vendor RFP process to evaluate whether or not they were going to move their existing contact center business to a new vendor or to expand the services and bring in new business lines to the existing vendor.
The company was mid-process of the RFP when they sought out a contact center industry expert consulting service. The immediate need was to review the RFP prior to final distribution paying particular attention to the Key Performance Indicator (KPI) and goals contained within. The company wanted input on both their current trends and the established goals by KPI, by business line and by call type. Additional assistance and input was requested of the consultant with regard to evaluation of the submitted RFP responses and vendor proposed pricing models.
CHCG’s Role
The Pain
Un-unified Service Divisions
Inadequate KPI Management
Unquantified Goals
Lack of Contact Center Industry Knowledge
CHCG conducted a thorough review of the company’s full operational overview and all included KPIs, goals and penalties associated with the RFP. Feedback and recommendations were provided under 5 key areas of disclosure/information gathering in the RFP process which included: Technology Requirements, Call Volume Data, Vendor Operational Processes, Reporting/KPIs/Metrics, and Pricing. CHCG also provided additional recommendations regarding the structure of the outsource strategy deployed by the company regarding vendor selection.
A separate KPI Metric Report was also provided to the company to detail relevant metrics related to service performance in the insurance services industry. Utilizing existing expert experience to confirm
industry standards, CHCG created a document that outlined different metrics by definition, calculation and goals specific to the company’s operations related to service performance and profitability. Metrics were provided for call handling (28), email (6), and chat (7) services. Additional input regarding metric reporting to appropriately review, monitor and utilize the available call center operational data that should be available both internally and with the vendor were also included.
The Outcome
♦Business Metric Management.
Provided a customized, comprehensive, and measurable framework for the company to manage their business, outsource vendors that is balanced to their own business needs, KPIs and industry standards.
♦Operational Efficiency.
High level feedback and metrics were provided for agent and vendor management regarding operational performance indicators of customer experience that can be positively impacted through training and staff management. Strategy and operational recommendations provided.
♦Contractual Support.
Negotiated industry best practices and standards into the company’s operational standards, KPIs and metrics. Established fair KPI based pricing model based on revised, qualified and quantified metrics. Evaluated vendor submissions and provided analysis on proposals and pricing.
♦Vendor Management.
Provided strategic operational roadmap for vendor’s project management as well as company’s management of the vendor. Ensured contractual expectations, standards, pricing and penalties were aligned with industry standards and best practices.
Final Summary
CHCG provide the needed contact center experience to the company’s RFP to ensure best ROI and vendor support was derived from the process. Incorporated best practices in contact center operations, IT and management into core business operations. Experience Matters
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It’s all about relationships, at CH Consulting Group, and we are extremely proud of the network of clients, partners and associations we’ve made over the years. We are aware that our name and reputation is associated with each project we engage with and always ensure that we deliver return on your investment.
Ensuring we are associated with the best of breed, CHCG takes the time to research, screen and view product demos so that we can offer a solution that can best achieve your vision and results. We take partnering seriously and spend time qualifying each referral before attaching our names to their product or service.
We tend to develop long-term relationships, and often times our clients become partners and many partners have also become clients, as the majority of our projects, leads and clients come from referrals. CHCG becomes invested into the greater good of our client and partner companies and frequently become an extension of your internal team. We have had a number of single projects roll into consecutive assignments or long-term engagements.
If you have a project you’re looking to get started, or need some additional resources on; or if you offer a product/service that you feel would be a good fit with our client and partner base, we’d love to hear from you! Also, if you would like additional information on any of the companies shown on this page, please don’t hesitate to reach out to us for more information on them.
