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Contact Center Assessment Overview 06/26/2022 Eventus Solutions Group ° Proprietary & Confidential 1 Organizational Analysis Business and operational alignment of contact center functions Contact center channel analysis Organizational assessment and recommendations Insource and outsource staffing mix optimization Technology Strategic Direction Technology gaps and needs within your current architecture Technology capabilities are required to achieve business strategies The Eventus Call Center Assessment focuses on 4 disciplines, combined with future state business and technology direction, to develop a balanced call center strategy and roadmap. Application Analysis Agent desktop optimization for call handling CRM adoption Multiple channel management system(s) Business Strategic Direction Key customer service initiatives and concerns Contact center capabilities required to better meet your customers needs Call Center Assessment Best in class contact center gap analysis and implications Current contact center asset optimization analysis Development of new initiatives required to achieve business/technology objectives Program initiative plan based on ROI and business/technology strategy Telephony Analysis IVR/ACD analysis and optimization Telephony alignment with channel management Telephony cost management and reduction options Technology trends and fit for client Operational Analysis Command Center analysis against best in class operational blueprints Operational alignment with corporate strategies Assessment of KPIs with initiatives to improve performance Efficiency gains through better leverage of operations tools

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Page 1: 1  contact-center_assessment_overview-1

Contact Center Assessment Overview

04/09/2023 Eventus Solutions Group ° Proprietary & Confidential 1

Organizational Analysis• Business and operational

alignment of contact center functions

• Contact center channel analysis

• Organizational assessment and recommendations

• Insource and outsource staffing mix optimization

Technology Strategic Direction• Technology gaps and needs within your current

architecture• Technology capabilities are required to achieve

business strategies

The Eventus Call Center Assessment focuses on 4 disciplines, combined with future state business and technology direction, to develop a balanced call center strategy and roadmap.

Application Analysis• Agent desktop optimization for

call handling• CRM adoption• Multiple channel management

system(s)

Business Strategic Direction• Key customer service initiatives and concerns• Contact center capabilities required to better meet

your customers needs

Call Center Assessment• Best in class contact center gap

analysis and implications• Current contact center asset

optimization analysis• Development of new initiatives

required to achieve business/technology objectives

• Program initiative plan based on ROI and business/technology strategy

Telephony Analysis• IVR/ACD analysis and

optimization• Telephony alignment with

channel management• Telephony cost management

and reduction options• Technology trends and fit for

client

Operational Analysis• Command Center analysis

against best in class operational blueprints

• Operational alignment with corporate strategies

• Assessment of KPIs with initiatives to improve performance

• Efficiency gains through better leverage of operations tools

Page 2: 1  contact-center_assessment_overview-1

Eventus Contact Center Assessment Methodology

Analysis and Initiatives

DiscoveryRefinement and

SelectionFinancial Model

& Confirm

ACTIVITIES

DELIVERABLES

04/09/2023 Eventus Solutions Group ° Proprietary & Confidential 2

• PMO approach• Kickoff Presentation• Current State

Questionnaire

• Initial Assessment and Gap Analysis

• Initial Scenarios and Initiatives Presentation

• Final Scenario and Initiatives Review

• Program Plan (based on refinement of initiatives)

• Financial Model(s)• Final Executive Readout

• Establish project PMO• Project Kick-Off• Collect essential project

data o Business goalso Technology goals o Current state

performance data• Identify and interview all

Stakeholders

• Analyze discovery data vs. best in class and produce Gap Analysis

• Leverage Eventus experts to develop future state scenarios and initiatives

• Define scenario pros/cons• Order of magnitude costs

and timing factors• Review scenarios and

confirm future state direction with client

• Refine scenarios based on client feedback

• Creation of budgeting estimates

• Review/confirm initiatives with client leadership

• Market research and final cost assessment

• Develop future state architecture

• Program plan creation and review with client

• Finalize financial model(s) of proposed roadmap

• Initial readout to Executives

• Update of analysis and detail (if required)

• Final readout of assessment

• Participate in final selection of scenarios to be included in program plan

• Provide feedback on program plan

Client RESPONSIBILITIES• Review and confirmation

of final readout• Provide confirmation of

gaps/prioritization• Provide feedback on

scenarios/initiatives

• Identify SMEs and help coordinate interviews

• Provide business and technology direction

Page 3: 1  contact-center_assessment_overview-1

Contact

Bard Chodera

Vice President

Eventus Solutions Group

Office: 916-773-3096

Cell: 323-828-0158

[email protected]

www.eventusg.com