Contact Center Assessments - Selected Case Studies


Project Background

A major health insurance company serving nearly 50 million members with over 24,000 providers and annual revenues of over $2 billion. 400 CSRs in two locations linked as a virtual center. Company regularly ranks among best in class in customer service and employee satisfaction

Business Challenge

Advice sought by management on right number and sizing of call centers. Need to increase scheduling efficiency without negatively affecting agent morale. Required independent assessment of overall call center performance

Project Approach
  • Two person project team led a six week assessment of the two call center locations
  • Analyzed call center data and metrics
  • Conducted interviews of key personnel from senior management to frontline employees to gain perspective on current operations
  • Assessed technology, quality program, organizational structure, and processes for scheduling and performance assessment
  • Observed agents handling voice and email contacts, and observed supervisors and managers in action
Business Benefits The assessment yielded several key recommendations which included:
  • Changing Organization Structure
  • Revising Quality Program and Coordinating Quality Process between Supervisors and Monitors
  • Redesigning and Replacing Call Center Technology to Better Support Call Routing and Improve Disaster Recovery Capabilities
  • Redesigning Performance Measures and Integrating into Schedule Bid Process
  • Redesigning Performance Reporting System to Reduce Technology Risk

Project Background

One of the largest divisions of a major cable operator (serving over 540,000 subscribers). Division is a collection of geographically discontinuous systems distributed across a single state

Business Challenge

14 autonomous call centers without shared processes or procedures. The current operation led to poor customer service as evidenced by the low sales rates, high error rates, poor service levels, and high abandonment rates

Project Approach
  • Two person project team led an eight week assessment of the division’s customer care operations
  • Analyzed call center data across the division
  • Conducted interviews of key personnel from senior management to frontline employees to gain perspective on current operations
  • Performed ride-alongs with field technicians, participated in side by sides with call center agents, and observed supervisors and managers in action
  • Reviewed and analyzed best practices across other divisions within the company
Business Benefits Assisted client in implementation of recommendations which included:
  • Standardize Call Center and Field Operations
  • Centralize Call Center Operations
  • Build Customer Care support team
  • Organizational Restructuring
  • Technology Enhancements

See more examples of our experience, including Sample Deliverables, more detailed Case Studies, and Client References…