driving customer satisfaction: addressing the evidence base a presentation to hmrc michelle harrison...

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Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

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Page 1: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Driving Customer Satisfaction: Addressing the evidence base

A presentation to HMRC

Michelle Harrison

November 2011

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Page 2: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Overview

• The changing context of Governance

• The need for a ‘micro’ view

• The external environment

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Page 3: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

The changing context of Governance

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Page 4: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

CUSTOMER

Service transformationin 2006

TAXPAYER

Shared records 1

stop

sho

pChannel strategy

Sha

red

reso

urce

s

e-business

Service

Transformation

Costsaving

Improvedservice

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Page 5: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Service ‘reform’ in 2010

CUSTOMER

Costsaving

TAXPAYER

Shared records 1

stop

sho

pChannel strategy

Sha

red

reso

urce

s

e-business

BIG

SO

CIE

TY

Simplification & choice

+

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Page 6: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

The Big Society

An ‘ecosystem’ of 3 levels where no one player dominates another…

Citizens and neighbourhood groups 1

More effectively participating in the governance, design and delivery of services in their communities

Social, private and public providers

Government

Collaborating in the design and delivery of complementary services and initiatives through a spectrum of service models encouraging testing and innovation of different approaches

Protecting the vulnerable and ensuring essential services

Facilitating the design and delivery of other services with diverse sector partners

An approach to addressing the needs of society

Policy designed and delivered in partnership across all 3 levels, with government as the enabler

Policy and delivery closer to the issues on the ground and individuals

Big Society policy agenda addresses two priorities

Building the ‘ecosystem’

Reconfiguring policy design and delivery

1 Neighbourhood groups comprise a broad range from those with an explicit social or activism mission to those focussed on local participation, engagement and community building whether informally through sports and interests or more formally in conjunction with local anchor institutions

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Page 7: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

5.

More effective and efficient central Govt

4.

More effective and efficient central Govt

3. More effective and efficient central Govt

2. More effective and efficient central Govt

1. More effective and efficient central Govt

More effective and efficient central Govt

Greater transparency and choice

Redistribute power away from the centre

Build the Big Society

Greater social mobility

Cabinet Office

Business Plans

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Page 8: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Service co-creation and delivery?

Local delivery and research needs

Need for data and behavioural insights

2.

4.

3. More effective and efficient central Govt

More effective and efficient central Govt

More effective and efficient central Govt

More effective and efficient central Govt

More effective and efficient central Govt

More effective and efficient central Govt

More effective and efficient central Govt

Simplify and share services

Collective operational leadership for dep’ts

Integrate ICT

Channels: More online, more engagementi.e. remove

costs

More effective and efficient central Govt

More effective and efficient central Govt

Build the Big Society

Redistribute power away from the centre

Greater transparency and choice

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Page 9: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

The cycle of service transformation

First Time?Start here…

Take action

Explore Define

Communicate and plan

Qualitatively:Internal clients CustomerStaff

What/Who?ServiceCustomersInternal clients

Engage and discuss with:Internal clientsStaff (all levels)Customers

Uncover your insights

Analyse and build:SegmentationKey driversFurther qual workBuild other info in

Find out what you knowInsight audit:Admin dataComplaintsPrevious surveysOther research

Measure customer experience

+

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Page 10: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Need a strategic, end to end, flexible offer –

Take action

Explore Define

Communicate and plan

What? Who? Why? How?Customers, Staff, StakeholdersQual, Cust. Journey Mapping, Segmentation, workshops etc

With: Customers, Stakeholders, Staff, etc

Uncover your insights

Analyse and build:SegmentationKey driversFurther qual workBuild other info in

Find out what you knowInsight audit:Admin dataComplaintsPrevious surveysOther research

Measure customer experience

Sta

keho

lder

eng

agem

ent

+

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Page 11: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

To Review

• From Service Transformation to the Big Society

• A greater need for co-creation

• A new emphasis on behavioural insight

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Page 12: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Walking in the customers’ shoes: How to improve the touchpoints

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Page 13: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Small construction firm with employees

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Page 14: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

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Page 22: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

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Page 23: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Employee applying for tax credits

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Page 24: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

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Page 32: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

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Page 33: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

To Review

• The ‘Big Society’ techniques can be extremely useful

• ‘Touchpoint Research’ allows us to understand how the service can be improved

• Transactional research can support this – the more ‘real time’ the better

• But to understand the ‘whole journey’, more qualitative techniques are helpful: customer journey mapping, ethnography etc.

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Page 34: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

The wider context of serving the public

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Page 35: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

“It is reasonable to expect the same level of speed and service from the public sector as we would from the private sector”

Base Size: 1,147

96% of 55-64 year olds agreed, compared to 70% of 18-24 year olds.

Page 36: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

In the current economic climate, how well do you think HMRC are doing?

Base Size: 1,265

There is very little variation in attitudes towards HMRC’s performance across age and gender.

Page 37: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Which, if any, of the following influence your opinion of HM Revenue and Customs?

Base Size: 1,265

Page 38: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

When asked about your opinion of HMRC, who or what exactly were you thinking of?

Base Size: 1,265

Page 39: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

On a scale of 1-10 where 1 is poor and 10 is excellent, how do you rate the reputation of …?

Base Size: 1,265

Mean 4.8 4.7 6.8 5.5 5.8

Page 40: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

On a scale of 0 to 10 where 0 is not at all and 10 is completely, how well do you feel you understand the UK tax system?

Base Size: 1,265

Mean: 5.5

Page 41: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Thinking about the amount of tax you pay on your personal income. How do you feel about the amount you pay? Is it...

Base Size: 1,265

Compared to a year ago, do you feel more positive or less positive about the amount you pay in tax?

Page 42: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

Out of the following three options, which do you think HMRC should be prioritising at the moment?

Base Size: 1,265

Page 43: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

To review

• The wider environment matters. Overtime, changing attitudes to personal taxation, the role of government, or views on the economy may influence ‘satisfaction’ with HMRC. This ‘macro data’ is helpful to support the interpretation of customer survey data.

• At the same time, understanding consumer experience at key ‘touchpoints’ provides helpful insights on how to continue to drive service improvement and support compliance.

• The public’s expectations for the quality of service delivery remain very high.

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Page 44: Driving Customer Satisfaction: Addressing the evidence base A presentation to HMRC Michelle Harrison November 2011 1

ThankYou…

Dr Michelle Harrison

@Michel1eH

[email protected]

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