What to Expect

What to expect

To help businesses understand what they can expect from us, we have outlined the general process that we follow in order to accomplish your goals. Don't worry, we know every business is unique (as our solutions are), so not all these steps may apply to you. It all starts by simply contacting us.

PHASE-1 - Define

During this phase we focus on learning about your business, your goals and documenting what you hope to achieve by using our services. We want to ensure that your needs are met in the end and to do that we make sure our understanding of your requirements are rock solid.

Initial introductions call

  • To discuss high level objectives
  • Identify your focus area, people, processes or strategy

In-depth Onsite Introductions

  • Determine business goals
  • Determine pain points
  • Determine business model
  • Interviews with management
  • Side by sides with agents Observations
  • High level data review
  • Draft of scope document

Documentation

  • Draft of terms
  • Draft of indicators of success
  • Draft of needed internal resources
  • Agree to scope
  • Agree to terms
  • Agree to indicators of success
  • Agree to internal resource needs

PHASE-2 - Measure

This is where all the magic happens. During this phase we are performing a majority of the work we will perform. Depending on the solution you are looking to achieve, we may be interacting with your staff, performing deep dive analysis and observing your processes.

Analysis

  • Data
  • Workflows
  • Processes
  • Contact
  • Back Office
  • Problems
  • Incidents
  • First Contact Resolution
  • IVR
  • Toll Free

Interaction: employee and customers

  • Questionnaires
  • Interviews
  • Observations
  • Time Studies
  • Surveys

PHASE-3 - Delivery

This phase is where you will receive your deliverables. We will present our solutions to the appropriate parties. and deliver our findings.

Present findings to the appropriate groups Delivery of

  • Documentation
  • Presentations
  • Observations
  • Solutions
  • Timelines
  • Milestones
  • Reports

PHASE-4 - Implement and Control

This phase is another option we offer as part of our solutions. Rather than just finding the solutions for you, we will be a part of the implementation and ongoing monitoring to ensure the changes are in control.

Implement changes

  • Refine recommendations of solution
  • Agree to terms of scope
  • Agree to timelines and millstones
  • Agree to any internal resources needed
  • Setup regular meetings with departments heads
  • Provide process improvement training as needed
  • Implement changes

Control Changes

  • Regular review of the KPI to ensure the process is still in control
  • Make changes to the process as needed to ensure continued success
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