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contactmanagement.ca<br />

march / april 2011<br />

Reports on Unified Communications<br />

& First Call Resolution<br />

<strong>Staying</strong> <strong>ahead</strong><br />

<strong>of</strong> <strong>the</strong> <strong>pack</strong><br />

❱ Is a hosted UC solution right for you?<br />

❱ Why firms get high FCR scores<br />

❱ Does your centre need a GPS?


It is Xentrax’s expertise and experience in Workforce Optimization,<br />

Customer Satisfaction, Interaction Recording and Analytics<br />

Solutions that has helped power some <strong>of</strong> Canada’s most customer<br />

focused contact centres.


table <strong>of</strong> contents<br />

March/april 2011<br />

features<br />

Staffing Matters<br />

◗◗ 12. Does your centre need a GPS?<br />

Here’s how to adopt a GPS model and avoid any wrong<br />

turns in taking your centre where you want it to go.<br />

By Jeff Doran<br />

Unified Communications<br />

◗◗ 14. Is a hosted UC solution right for you?<br />

What’s driving contact centres to adopt cloud-based unified<br />

communications solutions? Here are <strong>the</strong> main drivers and <strong>the</strong><br />

criteria for choosing such a l<strong>of</strong>ty route.<br />

By Jason Alley<br />

departments<br />

◗◗ 4. From <strong>the</strong> editor<br />

A typically Canadian<br />

telecommunications knot<br />

◗◗ 6. Showtime<br />

Complete agenda <strong>of</strong> <strong>the</strong> Call Centre<br />

Week Canada show<br />

◗◗ 8. Readerboard<br />

The latest industry news<br />

◗◗ 13. Coming events<br />

12<br />

18<br />

22<br />

◗◗ 16. Integrating UC technologies with legacy systems<br />

This article helps contact centre executives understand business,<br />

technology and personnel considerations for successfully integrating<br />

unified communications services in a contact centre with legacy systems.<br />

By Paul Adams<br />

First Call Resoultion<br />

◗◗ 18. <strong>Staying</strong> <strong>ahead</strong> <strong>of</strong> <strong>the</strong> <strong>pack</strong><br />

Responding efficiently and effectively through first call resolution<br />

is a sure way to raise customer satisfaction and gain a few strides<br />

on your competition.<br />

By Michael Perry<br />

◗◗ 20. Why firms get high FCR scores—Part 1<br />

Call centre executives with firms that have recorded exceptional<br />

FCR rates disclose <strong>the</strong> secrets behind <strong>the</strong>ir success. They are clients<br />

<strong>of</strong> SQM Group, which works with companies to improve FCR and o<strong>the</strong>r<br />

contact centre functions. More organizations will be covered in <strong>the</strong><br />

second part <strong>of</strong> our survey in <strong>the</strong> May/June issue.<br />

By Ron Glen<br />

◗◗ 22. S<strong>of</strong>tware Solutions<br />

Unified Communications Applications<br />

Agent Productivity Tools<br />

◗◗ 26. Ask Affy<br />

With <strong>the</strong> many changes our business<br />

is going to face in <strong>the</strong> upcoming year, I<br />

need to evaluate my team. What is your<br />

benchmark <strong>of</strong> a good leader?--Susan<br />

By Afshan Kinder<br />

◗◗ 27. People<br />

Who is on <strong>the</strong> move?<br />

◗◗ 28. Association News<br />

Manitoba Customer <strong>Contact</strong> Centre<br />

The International Customer Service<br />

Association—Toronto chapter<br />

<strong>Contact</strong>NB<br />

Canadian Call <strong>Management</strong> Association<br />

<strong>Contact</strong> Centre Nova Scotia<br />

27


From <strong>the</strong><br />

editor<br />

A typically Canadian telecommunications knot<br />

May 18 is <strong>the</strong> date when hopefully a stubborn<br />

knot on <strong>the</strong> Canadian telecommunications<br />

scene starts to unravel. It’s <strong>the</strong> day <strong>the</strong><br />

Federal Court <strong>of</strong> Appeal has set to hear<br />

<strong>the</strong> appeals brought by WIND Mobile and <strong>the</strong> Canadian<br />

government following a Federal Court’s recent judgment<br />

that a Cabinet order approving <strong>the</strong> cellular company’s<br />

ownership and right to operate in Canada contained two<br />

“legal errors” and should be quashed.<br />

In early March, <strong>the</strong> Court <strong>of</strong> Appeal also granted a stay<br />

<strong>of</strong> that Federal Court judgment until it decides whe<strong>the</strong>r it<br />

should stand. It may take a year or more before <strong>the</strong> whole<br />

matter comes to some sort <strong>of</strong> resolution and we get some<br />

much-needed clarity <strong>of</strong> <strong>the</strong> foreign ownership conundrum.<br />

In <strong>the</strong> meantime, <strong>the</strong> fate <strong>of</strong> WIND Mobile and o<strong>the</strong>r<br />

foreign-based telecom businesses with plans to do<br />

business in Canada hang in <strong>the</strong> balance. What’s important<br />

is <strong>the</strong>y represent jobs and potential jobs for thousands <strong>of</strong><br />

Canadians. WIND Mobile employs more than 2700 agents<br />

in its Toronto call centre alone and has more than 200,000<br />

customers.<br />

A subsidiary <strong>of</strong> Globalive Holdings, Globalive Wireless<br />

(operating as WIND Mobile) is positioned to become<br />

Canada’s next, national wireless service provider. Globalive<br />

Holdings is a telecommunications provider in Canada and<br />

internationally to <strong>the</strong> consumer, business and hospitality<br />

markets. O<strong>the</strong>r Globalive companies include Yak<br />

Communications, OneConnect, Canopco and Globalive<br />

Carrier Services.<br />

Globalive is heavily financed by Egyptian<br />

communications giant Orascom Telecom. The Canadian<br />

Radio-television Communications Commission (CRTC)<br />

originally barred Globalive from launching in Canada<br />

because it determined <strong>the</strong> company was “controlled in fact”<br />

by <strong>the</strong> Egyptian backer. The federal cabinet overturned that<br />

ruling, but <strong>the</strong> Federal Court found <strong>the</strong> government erred in<br />

law by doing so.<br />

“From <strong>the</strong> beginning, we have maintained that we are<br />

fully compliant with <strong>the</strong> rules,” declares Globalive Chairman<br />

Anthony Lacavera. “Cabinet saw this clearly. The Federal<br />

Court did not say o<strong>the</strong>rwise, only that two ‘legal errors’<br />

were in <strong>the</strong> Cabinet order. We are very confident <strong>the</strong> Court<br />

<strong>of</strong> Appeal will rule in our favour and look forward to putting<br />

<strong>the</strong>se legal roadblocks set up by our competitors behind us.”<br />

The Federal Court’s ruling stemmed from a judicial<br />

review sought by rival wireless company Public Mobile.<br />

It fur<strong>the</strong>r confuses <strong>the</strong> regulatory outlook for how much<br />

foreign capital telecom companies can use.<br />

The government has vowed to remove <strong>the</strong> restrictions,<br />

but has been vague on <strong>the</strong> timelines for doing so. Under<br />

current legislation, Canadian telecoms cannot be owned<br />

by foreigners and <strong>the</strong>re are strict limits on <strong>the</strong> amount <strong>of</strong><br />

foreign investment. Orascom holds about 90 percent <strong>of</strong><br />

WIND Mobile’s equity and debt.<br />

Lacavera maintains he is open to striking deals with o<strong>the</strong>r<br />

new entrants, but is more firmly convinced <strong>the</strong> rules need to<br />

change, ra<strong>the</strong>r than him changing his company to suit rules<br />

that seem to keep changing.<br />

“We had <strong>the</strong> CRTC’s view,” he says. “We had <strong>the</strong><br />

government’s view, and now we have <strong>the</strong> court’s view. And<br />

all three are different, which is, I guess, Canada. It’s pretty<br />

strong evidence our control and ownership regime needs<br />

an overhaul.”<br />

It has all led to this telecommunications knot, <strong>the</strong> result<br />

<strong>of</strong> a tangle <strong>of</strong> regulatory, legislative and judicial dictates.<br />

And it is so typically Canadian.<br />

“I’m embarrassed, as a Canadian, that we have this kind<br />

<strong>of</strong> uncertainty for foreign investors,” comments Lacavera.<br />

It’s more than embarrassing. It’s irresponsible. It’s a huge<br />

waste <strong>of</strong> time and money and a real threat to present and<br />

future businesses and jobs. At a time when so much <strong>of</strong> <strong>the</strong><br />

world is in <strong>the</strong> grip <strong>of</strong> a shaky economy, what o<strong>the</strong>r country<br />

would dare indulge in this kind <strong>of</strong> negative wrangling?<br />

Sears takes toll-free Japan donations<br />

Sears Canada has announced its call centre lines are open<br />

and ready to accept donations on behalf <strong>of</strong> <strong>the</strong> Canadian<br />

Red Cross as a contribution to <strong>the</strong> relief efforts <strong>of</strong> <strong>the</strong><br />

international community. Canadians can call Sears at 1-800-<br />

26-SEARS and make a donation using any major credit card,<br />

including Sears Card and Sears MasterCard. All money collected<br />

will be forwarded directly to <strong>the</strong> Canadian Red Cross<br />

to support <strong>the</strong> Japan Earthquake and Tsunamis Relief effort.<br />

“On behalf <strong>of</strong> our associates, Sears extends its heartfelt<br />

sympathy to <strong>the</strong> people <strong>of</strong> Japan,” says Sears Canada<br />

President and CEO Dene Rogers. “We have been collecting<br />

donations for <strong>the</strong> Japan relief effort during March in stores<br />

and are now making our toll free call centre available for<br />

Canadians to contribute who want <strong>the</strong> convenience <strong>of</strong> dialing<br />

from <strong>the</strong>ir mobile or home phones.”<br />

Sears is accepting donations to its 1-800-26-SEARS line<br />

and anyone who donates $10 or more on <strong>the</strong>ir Sears Card<br />

or Sears MasterCard will receive a tax receipt directly from<br />

<strong>the</strong> Canadian Red Cross. Also, donations made on Sears Card<br />

or Sears MasterCard can earn valuable Sears Club points.<br />

Donations can also be made at all Sears retail stores, hometown<br />

dealer stores and catalogue agents.<br />

“The Red Cross Movement is rapidly mobilizing to meet<br />

<strong>the</strong> urgent humanitarian needs following a devastating<br />

earthquake and tsunami in Japan,” says Conrad Sauve,<br />

secretary general and CEO <strong>of</strong> <strong>the</strong> Canadian Red Cross. “We<br />

are grateful to Sears for <strong>the</strong>ir generous support <strong>of</strong> Red Cross<br />

relief and recovery operations in affected communities.”<br />

Photo error<br />

The photo <strong>of</strong> <strong>the</strong> man identified as Barry O’Sullivan, senior<br />

vice-president, voice technology group, Cisco on page 20 <strong>of</strong><br />

<strong>the</strong> January/February 2011 issue , was not Barry O’Sullivan.<br />

It was Tony Bates who left Cisco last year to become CEO <strong>of</strong><br />

Skype. We regret <strong>the</strong> error.<br />

March/April 2011<br />

Volume 11 Number 2<br />

» President<br />

Steve Lloyd<br />

steve@contactmanagement.ca<br />

» Publisher<br />

Mark Henry<br />

mark@contactmanagement.ca<br />

» Editor<br />

Ron Glen<br />

ron@contactmanagement.ca<br />

» Advertising Manager<br />

David McGee<br />

david@contactmanagement.ca<br />

905-2016600 xt 227<br />

» Creative Direction / Production<br />

MedeGroup<br />

info@medegroup.com<br />

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The contents <strong>of</strong> this publication may not<br />

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in part, without <strong>the</strong> prior written consent<br />

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Reprint permission requests to<br />

use materials published in <strong>Contact</strong><br />

<strong>Management</strong> should be directed to<br />

<strong>the</strong> publisher.<br />

Next issue…<br />

May/June<br />

Essential <strong>the</strong>mes are Speech Analytics<br />

and Outsourcing. Stories include what<br />

to look for in outsourcing relationship,<br />

a case study <strong>of</strong> a Canadian financial<br />

institution use <strong>of</strong> speech analytics,<br />

and <strong>the</strong> results <strong>of</strong> an Aberdeen contact<br />

centre survey.<br />

4 contact management.ca March / April 2011


eaderboard<br />

March / April 2011 contact management.ca 5


Showtime<br />

5 th Annual Call Centre Week Canada<br />

April 27-29, 2011, Le Meridien King Edward Hotel. Toronto, Ontario<br />

Organizers promise this edition <strong>of</strong> <strong>the</strong> conference will be a networking and discussion-filled event that gives<br />

attendees <strong>the</strong> opportunity to turn innovative practical solutions into tangible successes for <strong>the</strong>ir call centres. It is<br />

produced by International Quality & Productivity Centre, New York, NY. Following is a synopsis <strong>of</strong> <strong>the</strong> complete<br />

agenda. For more information or to register call 1-800-882-8684 or visit www.callcentrecanada.ca<br />

DAY 1<br />

April 27, Pre-conference<br />

workshops<br />

9:00-11:00 a.m.<br />

Workshop A--Leveraging<br />

Social Media Integration to<br />

Drive ROI to Your Centre<br />

Instructor is Valerie Jones,<br />

former director <strong>of</strong> Web<br />

marketing and chief online<br />

<strong>of</strong>ficer, Virgin Mobile Canada<br />

Social Media has increasingly become<br />

<strong>the</strong> leading means <strong>of</strong> customer<br />

communication over <strong>the</strong> course <strong>of</strong><br />

this past year. This workshop <strong>of</strong>fers<br />

practical steps as well as “learning s”<br />

that will assist in creating a successful<br />

social media integration strategy to<br />

directly support pr<strong>of</strong>itability.<br />

11:30-1:30 p.m. (Box lunch)<br />

Workshop B--Centre Culture as<br />

<strong>the</strong> Foundation <strong>of</strong> “Revenue”<br />

Centre Strategy<br />

Instructors are Sharon Stines,<br />

associate director <strong>of</strong> operations,<br />

LoyaltyOne [Airmiles] and<br />

Michelle Gardner, associate<br />

director <strong>of</strong> operations,<br />

LoyaltyOne [Airmiles]<br />

As call centres, look to move away<br />

from <strong>the</strong>ir traditional image <strong>of</strong><br />

expenditure into a strategic unit, it<br />

has become essential to identify what<br />

<strong>the</strong> start point <strong>of</strong> your execution<br />

should be. From a workforce<br />

development and operations<br />

perspective, this workshop will look<br />

at how to successfully cultivate<br />

a revenue centre culture whilst<br />

maintaining <strong>the</strong> process driven<br />

attention to detail that geared <strong>the</strong><br />

primary centre model.<br />

2:00-4:00 p.m.<br />

Workshop C--Leveraging<br />

Analytical Tools to Enhance<br />

<strong>the</strong> Customer Experience<br />

Instructor is Hea<strong>the</strong>r Cone, AVP<br />

<strong>of</strong> customer experience, The<br />

CUMIS Group<br />

As centre leaders seek to deliver a<br />

positive customer experience and<br />

increase service operation efficiencies,<br />

it is imperative that <strong>the</strong>y take<br />

<strong>the</strong>ir service to <strong>the</strong> next level. This<br />

workshop will demonstrate analytical<br />

tools and solutions used to capture<br />

conversation data, automatically<br />

ga<strong>the</strong>ring relevant information towards<br />

call trends<br />

DAY 2<br />

April 28<br />

8:00 a.m.<br />

Registration & C<strong>of</strong>fee<br />

8:35 a.m.<br />

Chairperson’s Opening<br />

Remarks<br />

8:45 a.m.<br />

Your 2011 Guide to Developing<br />

Revenue Generating Call<br />

Centre<br />

Speaker is Cameron Schilling,<br />

director <strong>of</strong> direct sales<br />

customer experience: planning<br />

& implementation, Rogers<br />

Communication<br />

Call centres are transitioning from<br />

being perceived as cost centres to<br />

strategic revenue generating centres<br />

by creating a sales performance<br />

culture without compromising<br />

service excellence. This session will<br />

look at key best practices that are<br />

essential when transitioning from a<br />

cost to a pr<strong>of</strong>it centre.<br />

9:30 a.m.<br />

Integrating Social Media to<br />

Drive Customer Service<br />

Speaker is Andrew Gillespie,<br />

manager <strong>of</strong> worldwide<br />

reservations guest services,<br />

Four Seasons Hotels and<br />

Resorts<br />

Social media communication is<br />

rapidly becoming a primary customer<br />

channel in <strong>the</strong> very same light that<br />

email and phone are considered in<br />

<strong>the</strong> call centre industry. In this session,<br />

Andrew Gillespie <strong>of</strong> Four Seasons<br />

will explore how his organization<br />

developed an effective social media<br />

strategy that provides positive customer<br />

experience and shares what<br />

innovations have assisted in taking on<br />

this initiative.<br />

10:30 a.m.<br />

Morning Networking &<br />

Refreshment Break<br />

11:00 a.m.<br />

Do More with Less: Strategic<br />

Resource Planning<br />

Speaker is Angela Gordon,<br />

director <strong>of</strong> service optimization<br />

& contact centre, OTN [Ontario<br />

Telemedicine Network]<br />

The management <strong>of</strong> call centres is<br />

<strong>of</strong>ten tasked with making more out<br />

<strong>of</strong> less from a budget and a staffing<br />

standpoint to reduce bottom line<br />

cost without sacrificing quality. This<br />

session will look at how call centres<br />

are using workforce optimization<br />

[WFO] solutions to generate pr<strong>of</strong>itable<br />

results.<br />

11:45 a.m.<br />

Gaining Competitive<br />

Advantage through Employee<br />

Engagement<br />

Speaker is Eli Federman,<br />

director <strong>of</strong> customer care, Grand<br />

& Toy<br />

A predominant challenge among<br />

leaders in <strong>the</strong> call centre space is<br />

determining how to cultivate and<br />

maintain a motivational culture for<br />

employees. This session takes a look<br />

at new innovative strategies Grand<br />

& Toy has implemented to gain a<br />

competitive advantage through<br />

employee engagement.<br />

12:30 p.m.<br />

Spotlight Brief on Air Quality:<br />

Increasing Centre Productivity<br />

through Indoor Environmental<br />

Assessments<br />

Speaker is Frank Haverkate,<br />

president, Haverkate<br />

& Associates Inc,<br />

CallCenterTesting.com<br />

New legal changes in Canada inclusive<br />

<strong>of</strong> amendments to <strong>the</strong> code set<br />

out in Bill C-45 (217.1 in <strong>the</strong> Criminal<br />

Code) now require employers to perform<br />

regular indoor air quality assessments<br />

to ensure proper health and<br />

safety for <strong>the</strong>ir work force. This brief<br />

information session will elaborate on<br />

<strong>the</strong> correlation between production<br />

and air quality.<br />

12:45 p.m.<br />

Networking Lunch<br />

1:45 p.m.<br />

Innovative Strategies to<br />

Enhance <strong>the</strong> Customer<br />

Experience with VOC<br />

Speaker is Suzanne Pettigrew,<br />

senior manager <strong>of</strong> customer<br />

care, Nor<strong>the</strong>rn Tel & Telebec,<br />

(div <strong>of</strong> Bell Aliant)<br />

With streamlined operations in place,<br />

call centre strategists can move into<br />

tiered development and advocacy<br />

programs that cater more to <strong>the</strong><br />

voice <strong>of</strong> <strong>the</strong> customer. This session<br />

takes a look at new innovative strategies<br />

that are being taken to enhance<br />

<strong>the</strong> customer experience.<br />

2:30 p.m.<br />

Increasing Customer Service<br />

“Mobility” Through SMS and<br />

Mobile Applications<br />

Speakers are Julien Raymond,<br />

director <strong>of</strong> call centre<br />

operations, First Media Group<br />

6 contact management.ca March / April 2011


Showtime<br />

[Lavalife] and Ben Newton,<br />

director <strong>of</strong> online products, First<br />

Media Group<br />

The last year has seen a wave <strong>of</strong> SMS<br />

and Applications being introduced<br />

into <strong>the</strong> consumer market in order<br />

to make customer service more accessible<br />

through mobile devices. In<br />

this session, Julien Raymond and Ben<br />

Newton <strong>of</strong> First Media Group [FMG]<br />

will explore how FMG successfully<br />

developed innovation strategies to<br />

better engage and interact with a<br />

mobile customer base.<br />

3:15 p.m.<br />

Afternoon Networking &<br />

Refreshment Break<br />

3:45 p.m.<br />

Using Integrated Technology<br />

to Manage People and <strong>the</strong><br />

Process<br />

Speaker is Marc Martel, call<br />

centre manager, Porter Airlines<br />

The battle to find compatible technology<br />

for your centre is <strong>of</strong>ten two<br />

fold where as <strong>the</strong> first half is finding<br />

<strong>the</strong> technologies that work for you<br />

and <strong>the</strong> second half is finding a way<br />

to integrate all or most <strong>of</strong> <strong>the</strong> desired<br />

technologies into one common<br />

interface. This session will explore<br />

how certain technologies are making<br />

customer service channels integrated<br />

and mobile in order to efficiently<br />

manage your workforce along with<br />

<strong>the</strong> process.<br />

4:30 p.m.<br />

Panel: Advancing Centre<br />

Performance with Quality<br />

Measures<br />

Moderator is Dolly Konzelmann,<br />

president ICSA Toronto<br />

Chapter. Panelists include:<br />

Anthony Lambie, AVP direct<br />

distribution & call centre<br />

application services, Sun Life<br />

Financial; Angela Gordon,<br />

director <strong>of</strong> service optimization<br />

& contact centre OTN [Ontario<br />

Telemedicine Network]; Neal<br />

Dlin, global head <strong>of</strong> customer<br />

care, Spin Master.<br />

Although <strong>the</strong> measurement and monitoring<br />

<strong>of</strong> quality varies from centre to<br />

centre, a common <strong>the</strong>me is <strong>the</strong> fact<br />

that all centre leaders are tasked with<br />

finding effective means <strong>of</strong> improvement.<br />

This session takes a look at<br />

innovative quality assurance strategies<br />

that are being implemented to<br />

improve customer service.<br />

DAY 3<br />

April 29<br />

8:15 a.m.<br />

Registration & C<strong>of</strong>fee<br />

8:50 a.m.<br />

Chairperson’s Welcome<br />

9:00 a.m.<br />

Keynote: Leveraging Social<br />

Media to Drive Sales<br />

Speaker is Amar Sidhu, head<br />

<strong>of</strong> sales operation strategy,<br />

Scotiabank<br />

The evolution <strong>of</strong> social media is<br />

changing <strong>the</strong> way call centres<br />

operate by becoming a customer<br />

service channel investment. This<br />

session will explore how to develop<br />

revenue generating social media<br />

strategies and what innovations will<br />

assist in taking on this initiative.<br />

9:45 a.m.<br />

The Canadian Call Centre Elite<br />

Panel: Achieving a Reputation<br />

<strong>of</strong> World Call Class Level<br />

Moderator is Dolly Konzelmann,<br />

president ICSA Toronto<br />

Chapter. Panelists include:<br />

Sharmane Good, vice-president<br />

<strong>of</strong> customer care operations,<br />

LoyaltyOne [Airmiles Customer<br />

Care]; David Bradshaw, vicepresident<br />

sales & services, ING<br />

Direct; Kevin Pierre, director<br />

<strong>of</strong> enterprise planning, Davis +<br />

Henderson.<br />

Each conference concerning call centres<br />

attempts to teach each attendee<br />

best practices in order to become a<br />

benchmark in <strong>the</strong> industry and excel<br />

at overall centre excellence. In this<br />

session, a panel <strong>of</strong> centre leaders will<br />

discuss how each business has been<br />

able to plan, execute, and measure<br />

successful approaches from an organizational<br />

stance.<br />

10:30 a.m.<br />

Morning Networking &<br />

Refreshment Break<br />

11:15 a.m.<br />

Proactive vs. Reactive Care:<br />

Defeating Customer Turnover<br />

Speaker is Elizabeth Parry,<br />

vice-president <strong>of</strong> customer<br />

experience and learning<br />

solutions, Circles.<br />

“It costs four to seven times more<br />

to replace a current customer than<br />

it does to keep one”, is <strong>the</strong> phrase<br />

that is <strong>of</strong>ten quoted in reference to<br />

<strong>the</strong> need for retention. This session<br />

will look at how call centres are<br />

minimizing customer turnover and<br />

promoting consumer loyalty through<br />

proactive care.<br />

12:00 Noon<br />

Panel: The Future <strong>of</strong><br />

Call Centres: Discussing<br />

Predictions, Forecast<br />

Methodologies, and Advance<br />

Strategies<br />

Moderator is Dolly Konzelmann,<br />

president ICSA Toronto<br />

Chapter. Panelists include:<br />

Cameron Schilling, director<br />

<strong>of</strong> direct sales customer<br />

experience: planning &<br />

implementation, Rogers<br />

Communication; David<br />

Bradshaw, vice-president sales<br />

& service, ING Direct; Neal Dlin,<br />

global head <strong>of</strong> customer care,<br />

Spin Master.<br />

The combination <strong>of</strong> a market <strong>of</strong><br />

social media interactions, increased<br />

competition induced by economic<br />

fluctuations, enhanced centre<br />

models, and changing consumer<br />

perception all pose significant<br />

changes to <strong>the</strong> manner in which<br />

centres will operate in <strong>the</strong> years<br />

<strong>ahead</strong>. This session will be an open<br />

panel discussion <strong>of</strong> prevalent trends<br />

and forecasts regarding where <strong>the</strong>se<br />

leaders see <strong>the</strong> market progressing to<br />

in <strong>the</strong> near future.<br />

12:45 p.m.<br />

Networking Luncheon<br />

1:45 p.m.<br />

Investing in New Inbound<br />

Technologies to Maximize<br />

Centre Performance<br />

Speaker is Anthony Lambie,<br />

AVP direct distribution & call<br />

centre application services,<br />

Sun Life Financial<br />

New inbound technology is indeed a<br />

venture; however what technology<br />

do you entrust when <strong>the</strong>re is a market<br />

<strong>of</strong> infinite products that promise<br />

to revolutionize <strong>the</strong> manner in which<br />

your call centres operate and perform?<br />

This session will review call<br />

centre technologies and discuss why<br />

centres are investing, how effective<br />

<strong>the</strong>y are, interpret how long <strong>the</strong>y<br />

take to implement, and how <strong>the</strong>y will<br />

impact your change management in<br />

addition to <strong>the</strong> bottom line.<br />

2:30 p.m.<br />

Interpreting Innovative Data<br />

Analytics to Add Value<br />

Speaker is Kevin Pierre, director<br />

<strong>of</strong> enterprise planning, Davis +<br />

Henderson<br />

Call centre leaders are <strong>of</strong>ten<br />

charged with improving operational<br />

efficiencies while maintaining<br />

customer service levels by means<br />

<strong>of</strong> data analytics. This session looks<br />

at how you can create innovative<br />

forecast strategies from sheer data.<br />

3:15 p.m.<br />

Afternoon Networking &<br />

Refreshment Break<br />

3:45 p.m.<br />

Peer to Peer Centre Focus<br />

Roundtable Discussions<br />

Speakers are Elizabeth Parry,<br />

vice-president <strong>of</strong> customer<br />

experience and learning<br />

solutions, Circles, and Eli<br />

Federman, director <strong>of</strong> customer<br />

care, Grand & Toy.<br />

These roundtable discussions have<br />

been designed to allow heads <strong>of</strong><br />

call and contact centres to share<br />

experiences and exchange ideas on<br />

<strong>the</strong> key <strong>the</strong>mes covered throughout<br />

<strong>the</strong> conference.<br />

The topics to be discussed are:<br />

Integrating Social Media, Fostering a<br />

Customer-Centric Culture,<br />

Delivering a Consistent Customer<br />

Experience, Leveraging Technology<br />

Automation and<br />

Managing a Unionized Centre<br />

Environment<br />

4:30 p.m.<br />

Conference Concludes<br />

March / April 2011 contact management.ca 7


eaderboard<br />

Taylor Reach Group purveys<br />

call centre assessment tool<br />

Call centre consultancy The Taylor<br />

Reach Group (Taylor Reach), Toronto,<br />

has partnered with Customer<br />

Service Audit (CSA) to purvey in<br />

North America <strong>the</strong> call centre self<br />

assessment tool Snapshotz. It is a<br />

S<strong>of</strong>tware-as-a-Service (SaaS) tool.<br />

Taylor Reach Chairman and CEO<br />

Colin Taylor and CSA Managing<br />

Director Deepak Silvaratnam recently<br />

disclosed Taylor Reach as a certified<br />

partner for <strong>the</strong> CSA call centre self<br />

assessment product Snapshotz<br />

Online.<br />

“Snapshotz is <strong>the</strong> only SaaS-based<br />

call centre audit and tool in <strong>the</strong><br />

world”, says Silvaratnam. Launched<br />

in Auckland, New Zealand, in 2003<br />

and <strong>of</strong>fered as a SaaS tool since 2007,<br />

Snapshotz has grown from a few local<br />

clients to a global organization with<br />

thousands <strong>of</strong> satisfied customers.<br />

CSA has recently also expanded its<br />

service <strong>of</strong>ferings with benchmarked<br />

data and services.<br />

“I am quite impressed with <strong>the</strong><br />

Snapshotz tool”, says Taylor. “It does<br />

many <strong>of</strong> <strong>the</strong> activities that a flesh and<br />

blood consultant would do on site,<br />

but does so at a fraction <strong>of</strong> <strong>the</strong> cost”.<br />

Under <strong>the</strong> agreement Taylor Reach<br />

is <strong>the</strong> certified partner for Snapshotz<br />

serving <strong>the</strong> U.S. and Canada.<br />

“Snapshotz will assist Taylor Reach<br />

1.0<br />

2.0<br />

3.0<br />

4.0<br />

5.0<br />

6.0<br />

Taylor Reach Chairman and CEO Colin<br />

Taylor says Snapshotz does many<br />

<strong>of</strong> <strong>the</strong> activities that a consultant<br />

would do on site, but at a fraction <strong>of</strong><br />

<strong>the</strong> cost.<br />

in serving our clients and helping<br />

<strong>the</strong>m to deliver a superior customer<br />

experience to <strong>the</strong>ir customers,” says<br />

Taylor.<br />

Snapshotz uses a holistic approach<br />

to review <strong>the</strong> workings <strong>of</strong> a customer<br />

service area, covering eight main<br />

sections, 29 sub sections and 550<br />

plus variables. Targeted at customer<br />

service functions <strong>of</strong> any size,<br />

Snapshotz is aimed at businesses<br />

looking to identify areas to reduce<br />

costs, improve productivity, identify<br />

risks or gain a snapshot <strong>of</strong> where <strong>the</strong><br />

service area sits at a particular period<br />

<strong>of</strong> time.<br />

1.0 Corporate Objectives<br />

/ Business Process<br />

2.0 Customer<br />

Relationship<br />

<strong>Management</strong><br />

3.0 Health & Safety and<br />

Staff Wellbeing<br />

4.0 <strong>Contact</strong> Centre<br />

Structure<br />

5.0 Recruitment / Career<br />

Development /<br />

Remuneration<br />

6.0 Training<br />

7.0 Internal<br />

Communications<br />

8.0 Operational Metrics<br />

The Snapshotz image here shows <strong>the</strong> relative comparison <strong>of</strong> <strong>the</strong> call centre’s score<br />

across <strong>the</strong> eight sections addressed in <strong>the</strong> audit. The higher <strong>the</strong> score <strong>the</strong> closer to<br />

best practices <strong>the</strong> centre is achieving in its operations.<br />

7.0<br />

8.0<br />

CSA Managing Director Deepak<br />

Silvaratnam maintains Snapshotz is<br />

<strong>the</strong> only SaaS-based call centre audit<br />

tool in <strong>the</strong> world.<br />

Snapshotz is well suited for<br />

planning purposes, and acts as<br />

comparison tool for reviews <strong>of</strong> <strong>the</strong><br />

service function and teams within<br />

<strong>the</strong> customer service function, or<br />

even for comparison <strong>of</strong> geographic<br />

locations. Billed as <strong>the</strong> uniqueness<br />

<strong>of</strong> Snapshotz is that it enables a<br />

full review <strong>of</strong> <strong>the</strong> service area at an<br />

affordable price.<br />

To mark <strong>the</strong> inception <strong>of</strong> <strong>the</strong> CSA<br />

partnership, Taylor Reach is holding a<br />

draw with <strong>the</strong> winner receiving free<br />

usage <strong>of</strong> Snapshotz. The contest is<br />

open until May 30, 2011. Only call<br />

centres located in Canada or <strong>the</strong> U.S.<br />

are eligible.<br />

The winner receives a single user<br />

license that must be employed within<br />

30 days. The draw will be held May 31,<br />

2011 in Toronto. The winner will be<br />

notified by email and telephone. Prize<br />

value is $4,520.<br />

With three <strong>of</strong>fices in North<br />

America and one in Australia,<br />

Taylor Reach is a major call centre<br />

consulting and customer service<br />

consulting firm. This award winning<br />

company founded in 2003 by Colin<br />

Taylor today boasts a stable <strong>of</strong><br />

Fortune 500 and SME companies.<br />

The consulting staff at Taylor<br />

Reach each possess more than 20<br />

years <strong>of</strong> call/contact centre, customer<br />

service and customer satisfaction<br />

experience. For more information,<br />

visit www.<strong>the</strong>taylorreachgroup.com<br />

or phone Colin Taylor at 877-979-<br />

8692 ext 200.<br />

Calabrio closes<br />

2010 with record<br />

growth<br />

Provider <strong>of</strong> workforce optimization<br />

s<strong>of</strong>tware for <strong>the</strong> call centre, Calabrio,<br />

Minneapolis, MN, closed 2010 with<br />

a record 40 percent growth in sales<br />

through its enterprise channel<br />

partner network. Nearly half <strong>of</strong> its<br />

deployments in 2010 displaced an<br />

incumbent vendor.<br />

Calabrio also received indications<br />

from leading industry analytics<br />

that it leads <strong>the</strong> market in superior<br />

customer service and value. The<br />

company received <strong>the</strong> top mark<br />

for “Pricing” satisfaction and <strong>the</strong><br />

second highest mark for “Innovation<br />

& Responsiveness to Enhancement<br />

Requests” in <strong>the</strong> DMG Consulting<br />

2009-2010 Quality <strong>Management</strong>/<br />

Liability Recording (WFO) Product<br />

and Market Report, and was<br />

positioned as one <strong>of</strong> five vendors in<br />

<strong>the</strong> 2010 Gartner Magic Quadrant<br />

for <strong>Contact</strong> Centre Workforce<br />

Optimization report.<br />

“We are thrilled with <strong>the</strong><br />

momentum experienced in 2010,<br />

particularly in our enterprise-focused<br />

business,” says Tom Goodmanson,<br />

president and CEO <strong>of</strong> Calabrio. “More<br />

and more customers are realizing<br />

that <strong>the</strong>re is ano<strong>the</strong>r choice for <strong>the</strong>ir<br />

workforce optimization needs. The<br />

advantages <strong>of</strong> operating a s<strong>of</strong>twareonly<br />

solution and strong customer<br />

support are certainly key factors<br />

propelling our growth.”<br />

Tom Goodmanson, president and CEO<br />

<strong>of</strong> Calabrio, says <strong>the</strong> advantages <strong>of</strong><br />

operating a s<strong>of</strong>tware-only solution<br />

and strong customer support are key<br />

factors propelling <strong>the</strong> company’s<br />

growth.<br />

8 contact management.ca March / April 2011


eaderboard<br />

Study cites Gen X as true<br />

social networking champs<br />

A report commissioned by Citrix Online, a<br />

division <strong>of</strong> Citrix Systems, has revealed that Gen<br />

X workers—and not those in <strong>the</strong> younger Gen Y<br />

generation—make up <strong>the</strong> majority <strong>of</strong> those who<br />

use social networking for business, followed closely<br />

by Boomers aged 55 and older.<br />

In a release, <strong>the</strong> company noted according to <strong>the</strong><br />

data, Gen Y’s use <strong>of</strong> collaborative technology also<br />

lagged o<strong>the</strong>rs. The survey, conducted by Forrester<br />

Consulting, provides a snapshot <strong>of</strong> how <strong>the</strong> global<br />

workforce communicates as work becomes more<br />

distributed and usage <strong>of</strong> collaboration technologies<br />

increases. It reveals a highly-dispersed workforce<br />

still favouring meetings, but increasingly using<br />

tools such as social networking and video chat to<br />

communicate and collaborate.<br />

The study asked information workers <strong>of</strong> all ages<br />

in <strong>the</strong> U.S., U.K., France, Germany and Australia<br />

about <strong>the</strong>ir business communication habits.<br />

Gen Y does not have <strong>the</strong> monopoly on<br />

technology use and social tools during <strong>the</strong> work day.<br />

Meanwhile, <strong>the</strong> older generation is getting with <strong>the</strong><br />

program.<br />

Gen Y is least likely to share information via text<br />

message (26 percent, compared to 47 percent <strong>of</strong><br />

those aged 55 plus), and least likely to use video<br />

conferencing, video chat and Web conferencing<br />

tools.<br />

Gen Y uses social networking <strong>the</strong> least frequently<br />

(40 percent <strong>of</strong> Gen Y workers who use social media<br />

for business do so daily, compared to 50 percent <strong>of</strong><br />

those aged 55 plus).<br />

Older Boomers (55 plus) have increased <strong>the</strong>ir<br />

Social net tools—64%<br />

Video chat—56%<br />

Document sharing sites—55%<br />

Web conferencing—52%<br />

Study shows that people are increasingly<br />

turning to technology to help <strong>the</strong>m collaborate<br />

with colleagues and customers.<br />

business use <strong>of</strong> social media 79 percent in <strong>the</strong> past<br />

year.<br />

The younger you are, <strong>the</strong> less you value meetings<br />

and <strong>the</strong> less you pay attention. Gen Y is least likely<br />

to think meetings are efficient. Only 29 percent <strong>of</strong><br />

Gen Y workers think meetings used to decide on a<br />

course <strong>of</strong> action are very efficient compared to 45<br />

percent <strong>of</strong> Older Boomers. Gen Y is least likely to pay<br />

attention in meetings and barely half (51 percent)<br />

believe it’s very important to do so in meetings to<br />

decide a course <strong>of</strong> action.<br />

Americans have more meetings and pay<br />

more attention – 90 percent meet in person to<br />

communicate and build relationships, more than<br />

any o<strong>the</strong>r nationality. Of those, 51 percent meet<br />

daily, compared to a mere 31 percent <strong>of</strong> French.<br />

Seventy five percent <strong>of</strong> Americans believe it’s very<br />

important to pay attention in meetings to decide on<br />

<strong>of</strong> action, compared to 50 percent <strong>of</strong> <strong>the</strong> French.<br />

The in-person meeting is alive and well, but not<br />

necessarily effective. Eighty four percent <strong>of</strong> all<br />

respondents have in-person meetings, but meetings<br />

<strong>of</strong>ten don’t achieve <strong>the</strong>ir goals. Only 45 percent<br />

are very satisfied that planning meetings achieve<br />

<strong>the</strong> task in hand, and only 30 percent believe such<br />

meetings to be very efficient. Across all categories<br />

<strong>of</strong> meetings for designated tasks (e.g. review <strong>of</strong><br />

documents, plan projects or initiatives, decision on<br />

a course <strong>of</strong> action), less than half <strong>of</strong> respondents<br />

believe those meetings are very efficient.<br />

In an era <strong>of</strong> multitasking, what is still considered<br />

rude in a meeting? Eighty three percent believe<br />

that side conversations are unacceptable during a<br />

meeting, and 77 percent frown on those doing o<strong>the</strong>r<br />

work on a computer or smartphone.<br />

We still like to look each o<strong>the</strong>r in <strong>the</strong> eye.<br />

Germans like to see each o<strong>the</strong>r during meetings (75<br />

percent), while Americans find it less important (55<br />

percent). Seventy nine percent <strong>of</strong> those aged 55 and<br />

over think it’s important, compared to 65 percent <strong>of</strong><br />

Gen Y. Why? To read body language, say 78 percent.<br />

Usage among users <strong>of</strong> collaborative technologies<br />

is rising fast. Sixty four percent <strong>of</strong> those who use<br />

social networking tools in business use <strong>the</strong>m more<br />

than last year. Video chat, team document-sharing<br />

sites and Web conferencing also experienced<br />

significant increases in usage, with 56 percent, 55<br />

percent and 52 percent respectively.<br />

“We know from our own experience that <strong>the</strong><br />

workforce is more dispersed and mobile than ever,<br />

and that people are increasingly turning to technology<br />

to help <strong>the</strong>m collaborate with colleagues and<br />

customers many miles away,” says Bernardo de<br />

Albergaria, vice- president and general manager,<br />

global marketing and ecommerce at Citrix Online.<br />

Interwork distributes Aastra phones<br />

optimized for Micros<strong>of</strong>t Lync<br />

Interwork Technologies, a value added distributor<br />

for new and emerging technologies, is collaborating<br />

with Aastra Telecom, Concord, ON, a company at<br />

<strong>the</strong> forefront <strong>of</strong> <strong>the</strong> enterprise communication<br />

market, to distribute Aastra IP phones optimized for<br />

Micros<strong>of</strong>t Lync.<br />

Already known for its innovative design,<br />

reliability and usability, Aastra has jointly developed<br />

with Micros<strong>of</strong>t a new line <strong>of</strong> telephones that<br />

seamlessly integrate with Micros<strong>of</strong>t Lync Server<br />

2010. The Aastra 6721ip and 6725ip phones are said<br />

to deliver exceptional quality and value while tightly<br />

integrating with Micros<strong>of</strong>t Lync, making <strong>the</strong>m<br />

powerful unified communications (UC) devices.<br />

These phones can operate independently from<br />

a PC so can be easily and widely deployed. The<br />

Aastra 6725ip <strong>of</strong>fers <strong>the</strong> additional benefits <strong>of</strong> PC<br />

connection via USB cable for a tight integration with<br />

Micros<strong>of</strong>t Lync Server 2010: click-to-dial is enriched<br />

with presence status ensuring a more efficient call<br />

management and team collaboration.<br />

“We are very excited to announce our launch<br />

<strong>of</strong> Aastra’s new line <strong>of</strong> Lync certified phones,” says<br />

Richard Earle, CEO, Interwork Technologies. “We<br />

expect that Micros<strong>of</strong>t’s Lync UC initiative will have a<br />

big impact on how people communicate and Aastra<br />

6721ip and 6725ip phones will quickly become a<br />

standard <strong>of</strong> excellence for Lync users.”<br />

The Aastra 6721ip and 6725ip phones were<br />

designed to provide a superior user experience and<br />

facilitate <strong>the</strong> adoption <strong>of</strong> UC including:<br />

• an intuitive interface clearly displayed on a full<br />

colour 3.5” LCD screen;<br />

• easy access to <strong>the</strong> most essential calling features<br />

through navigation keys; and<br />

• wideband audio enhancing call clarity<br />

“The launch <strong>of</strong> <strong>the</strong> 6721ip and 6725ip continues<br />

Aastra’s strategy <strong>of</strong> providing great choice, high<br />

quality and value to <strong>the</strong> enterprise communications<br />

market,” says Bruce Cook, Aastra’s vice-president<br />

<strong>of</strong> sales for Canada. “We’re delighted to work with<br />

Interwork Technologies to deliver intelligent and<br />

compelling UC solutions that meet <strong>the</strong> demanding<br />

needs <strong>of</strong> today’s workers to communicate in a<br />

variety <strong>of</strong> ways.”<br />

Aastra develops and delivers innovative<br />

communications products and applications for<br />

businesses. Its operations are global with more<br />

than 50 million installed lines around <strong>the</strong> world and<br />

a direct and indirect presence in more than 100<br />

countries. Aastra <strong>of</strong>fers one <strong>of</strong> <strong>the</strong> most complete<br />

portfolios <strong>of</strong> UC solutions individually tailored to<br />

satisfy its customers’ requirements. These range<br />

from feature-rich call managers for small and<br />

medium businesses and highly scalable ones for<br />

large enterprises, integrated mobility, call centre<br />

solutions to a wide selection <strong>of</strong> terminals.<br />

March / April 2011 contact management.ca 9


eaderboard<br />

Study finds IT teams adopting<br />

virtualization, cloud computing<br />

Late last year, networking provider Cisco, San Jose, CA,<br />

released <strong>the</strong> final installment <strong>of</strong> <strong>the</strong> Cisco Connected<br />

World Report, an international study on <strong>the</strong> behavioural<br />

trends <strong>of</strong> workers in accessing information anywhere, with<br />

any device, and <strong>the</strong> ability <strong>of</strong> information technology (IT)<br />

pr<strong>of</strong>essionals to address <strong>the</strong>ir needs. The latest results<br />

focus on data centre, virtualization, and cloud computing<br />

trends, and evolving IT roles, in <strong>the</strong> context <strong>of</strong> increasingly<br />

mobile and distributed workforces.<br />

The study found that global IT pr<strong>of</strong>essionals are creating<br />

new job opportunities by increasing collaboration among<br />

teams in <strong>the</strong> data centre, and adopting new technologies<br />

such as virtualization and cloud computing. But <strong>the</strong>y are<br />

also struggling to maintain security and data governance<br />

as employees demand more <strong>of</strong>fsite access to networks and<br />

information.<br />

For example, across <strong>the</strong> 13 countries in <strong>the</strong> global<br />

study, 52 percent <strong>of</strong> <strong>the</strong> IT pr<strong>of</strong>essionals stated <strong>the</strong>y use<br />

or plan to use cloud computing, while much higher cloud<br />

adoption rates are predicted in Brazil (70 percent), China<br />

(69 percent) and India (76 percent). Across <strong>the</strong> world,<br />

respondents rated <strong>the</strong> following as <strong>the</strong>ir top data centre<br />

priorities for <strong>the</strong> next three years:<br />

• improve agility and speed in deploying business<br />

applications (33 percent),<br />

• better manage resource capacity to align demand and<br />

capacity (31 percent),<br />

• increase data centre resilience (19 percent),<br />

• reduce power and cooling costs (17 percent).<br />

These findings add to <strong>the</strong> initial survey results<br />

released in October, which revealed that workers want<br />

flexible access to corporate information from any mobile<br />

device, anywhere, anytime, and to <strong>the</strong> results released<br />

in November, which revealed disconnects in worker<br />

expectations around information access, IT policies and<br />

employee awareness <strong>of</strong> policies. The latest survey results<br />

examine how IT managers are evolving <strong>the</strong>ir data centres<br />

and taking advantage <strong>of</strong> new technologies, while working<br />

to accommodate trends in <strong>the</strong> workplace like social media,<br />

device proliferation, video and an increasingly mobile<br />

workforce.<br />

Across <strong>the</strong> study’s 13 countries, only an average <strong>of</strong>18<br />

percent <strong>of</strong> respondents are using cloud computing today,<br />

while an additional 34 percent plan to use <strong>the</strong> cloud. Brazil<br />

(27 percent), Germany (27 percent), India (26 percent),<br />

U.S. (23 percent) and Mexico (22 percent) top <strong>the</strong> list<br />

<strong>of</strong> countries that are already taking advantage <strong>of</strong> cloud<br />

computing, exceeding <strong>the</strong> average (18 percent) across all<br />

countries. A large majority (88 percent) <strong>of</strong> IT respondents<br />

predict <strong>the</strong>y will be storing some percentage <strong>of</strong> <strong>the</strong>ir<br />

company’s data and applications in private or public clouds<br />

within <strong>the</strong> next three years.<br />

One in three IT pr<strong>of</strong>essionals said more than half <strong>of</strong> <strong>the</strong>ir<br />

company’s data and applications will be in private clouds<br />

within <strong>the</strong> next three years. Private cloud adoption was<br />

predicted to be higher in Mexico (71 percent), Brazil (53<br />

Lew Tucker, Cisco’s chief technology <strong>of</strong>ficer, cloud<br />

computing, says <strong>the</strong> latest installment <strong>of</strong> <strong>the</strong> Cisco study<br />

demonstrates IT pr<strong>of</strong>essionals worldwide are embracing<br />

new technologies such as virtualization and cloud<br />

computing while helping <strong>the</strong>ir companies meet <strong>the</strong>ir<br />

businesses goals.<br />

percent) and <strong>the</strong> U.S. (46 percent.)<br />

Of those respondents that will use public clouds, one<br />

<strong>of</strong> every three (34 percent) plan to deploy within one year,<br />

and 44 percent predicted <strong>the</strong>ir companies would use public<br />

clouds within <strong>the</strong> next two years; 21 percent are expected<br />

to do so within two to three years.<br />

Server virtualization is not yet widespread in production<br />

and nonproduction environments. Only 29 percent <strong>of</strong><br />

<strong>the</strong> respondents worldwide have more than half <strong>the</strong>ir<br />

production servers virtualized, and only 28 percent have<br />

more than half <strong>of</strong> nonproduction servers virtualized.<br />

IT pr<strong>of</strong>essionals cited an increase in IT agility (30<br />

percent) as <strong>the</strong> top reason to deploy virtualization, followed<br />

by <strong>the</strong> ability to optimize resources to reduce costs (24<br />

percent) and by faster application provisioning (18 percent).<br />

The picture changes over <strong>the</strong> next three years. Almost<br />

half <strong>of</strong> <strong>the</strong> IT respondents (46 percent) expect that 50 to<br />

100 percent <strong>of</strong> <strong>the</strong>ir production environment servers will<br />

be virtualized.<br />

They see big savings from virtualization with 40 percent<br />

<strong>of</strong> respondents expecting a data centre cost reduction<br />

<strong>of</strong> between 25 and 49 percent, and ano<strong>the</strong>r 30 percent<br />

anticipating up to 24 percent in cost savings.<br />

“The data centre is evolving to meet employee<br />

expectations for accessing networks, applications and<br />

information anywhere at any time with any device,”<br />

says Lew Tucker, Cisco’s chief technology <strong>of</strong>ficer, cloud<br />

computing. “The third installment <strong>of</strong> <strong>the</strong> Cisco Connected<br />

World Report demonstrates that IT pr<strong>of</strong>essionals worldwide<br />

are embracing new technologies such as virtualization,<br />

cloud computing, desktop virtualization, and unified data<br />

centre infrastructure to meet employee expectations while<br />

helping <strong>the</strong>ir companies meet <strong>the</strong>ir businesses goals.”<br />

Goldbeck<br />

Recruiting<br />

forms IT and<br />

Telecom<br />

division<br />

Goldbeck Recruiting Inc., Vancouver,<br />

a major recruitment and executive<br />

search firm in BC, late last year<br />

launched its new recruitment<br />

division specializing in Information<br />

Technology jobs.<br />

The new IT and Telecom division<br />

will cover all IT related fields such as<br />

networking, s<strong>of</strong>tware engineering,<br />

programming, R&D, and IT project<br />

management. It will also include sales<br />

and marketing positions in IT and<br />

telecommunications industries.<br />

“We are giving this sector <strong>the</strong><br />

attention it deserves,” says Henry<br />

Goldbeck, president <strong>of</strong> Goldbeck<br />

Recruiting. “The timing <strong>of</strong> our launch<br />

has been fuelled by an increase<br />

in client requests. To meet <strong>the</strong><br />

demands <strong>of</strong> this industry, we are also<br />

expanding our recruitment services<br />

to include contract positions.”<br />

Julia MacKenzie has joined<br />

Goldbeck Recruiting as <strong>the</strong> new<br />

division’s lead recruiter. Her strong<br />

business development background<br />

and networking experience with<br />

senior level executives <strong>of</strong> Fortune<br />

500 companies will be critical to <strong>the</strong><br />

growth <strong>of</strong> this new division.<br />

Henry Goldbeck, president <strong>of</strong><br />

Goldbeck Recruiting, says <strong>the</strong> launch<br />

<strong>of</strong> <strong>the</strong> new division was fuelled by an<br />

increase in client requests.<br />

10 contact management.ca March / April 2011


eaderboard<br />

Salesforce.com<br />

purchases Dimdim<br />

for US$31 million<br />

CRM company Salesforce.<br />

com, San Francisco, CA, has<br />

acquired enterprise application<br />

development firm Dimdim,<br />

Lowell, MA, for approximately<br />

$31 million in cash.<br />

Salesforce.com will<br />

leverage Dimdim’s real-time<br />

communications technologies to<br />

enhance its Chatter collaboration<br />

platform. More than 60,000<br />

customers have used Chatter<br />

since it was deployed in June.<br />

The Dimdim purchase will<br />

allow Salesforce.com to <strong>of</strong>fer<br />

an integrated collaboration<br />

and communications platform.<br />

The company expects it to<br />

drive greater Chatter adoption,<br />

increase customer loyalty<br />

and differentiate its product<br />

portfolio.<br />

“With Dimdim, we gain<br />

important communication<br />

technologies and an exciting<br />

team <strong>of</strong> developers,” says George<br />

Hu, executive vice-president<br />

<strong>of</strong> platforms and marketing at<br />

Salesforce.com. “This acquisition<br />

provides <strong>the</strong> foundation for<br />

future growth in <strong>the</strong> market.”<br />

Salesforce.com is not<br />

disclosing additional details<br />

about its plans for Dimdim. It<br />

does say Dimdim will not be sold<br />

as a standalone platform. The<br />

success <strong>of</strong> Facebook as a realtime<br />

collaboration tool is cited as<br />

a reason Salesforce.com bought<br />

Dimdim.<br />

“It will take us some time<br />

to iron out <strong>the</strong> road map,” says<br />

Salesforce.com CMO Kendall<br />

Collins. “But think <strong>of</strong> <strong>the</strong> things<br />

you already do on Facebook,<br />

such as presence - when you see<br />

<strong>the</strong> green dot and know your<br />

friends are online and that you<br />

can communicate with <strong>the</strong>m in<br />

real-time. That ability presents<br />

an opportunity to completely<br />

change how you work.”<br />

Dimdim was founded in 2007.<br />

It also has an <strong>of</strong>fice in India.<br />

TelStar Hosted Services gets<br />

US$1 million debt facility<br />

Square 1 Bank has extended a US$1 million debt facility<br />

to TelStar Hosted Services Inc., Leesburg, VA, provider<br />

<strong>of</strong> state-<strong>of</strong>-<strong>the</strong>-art, VOIP-based hosted contact centre<br />

services.<br />

TelStar’s contact management solutions are said to be<br />

based on leading edge technologies, and have been used<br />

by small- and medium-sized businesses and enterprises<br />

for longer than 10 years. TelStar’s solution <strong>of</strong>fers features<br />

and functionality that includes intelligent predictive<br />

dialling, true blended call centre services, and automated<br />

messaging service.<br />

TelStar’s hosted solution is described as highly cost<br />

effective, allowing clients to minimize capital expenditure<br />

and use at-home agents, scalable, stable and reliable with<br />

restoral capabilities, and delivered competitively and<br />

pr<strong>of</strong>iciently by a highly pr<strong>of</strong>essional team. In addition,<br />

TelStar provides personalized training, in-house customer<br />

support, and is housed in a SAS70 compliant, secure facility.<br />

“We’re impressed with TelStar’s progressive business<br />

model and we’re pleased to help grow a business that<br />

shares <strong>the</strong> visionary, creative approach valued by Square 1,”<br />

Achieving Excellence in a Multi-Channel<br />

<strong>Contact</strong> Center Environment<br />

Don’t miss <strong>the</strong> chance to gain contact center solutions and help<br />

your call center excel in a multichannel, social media world.<br />

Find out how to enhance customer experience across channels,<br />

create a culture that inspires excellence, drive strategic direction<br />

<br />

top line revenue from <strong>the</strong> event’s speakers – senior level call<br />

center practitioners.<br />

Some <strong>of</strong> this year’s featured keynote speakers are:<br />

Discover Financial Services<br />

Clint Morley, VP Customer Service and Engagement<br />

Comcast<br />

Michael DeCandido, SVP Call Center Operations<br />

Citigroup Global Consumer Bank<br />

Adriana Torres, Global <strong>Contact</strong> Center Head and MD<br />

says Alan Spurgin, Square 1 Bank executive vice-president.<br />

“Square 1 Bank has been proactive at identifying and<br />

supporting innovative small businesses, and we’re proud<br />

to be included as one <strong>of</strong> <strong>the</strong>ir clients,” says TelStar Hosted<br />

Services CEO James P. Dunn. We’re so pleased to have<br />

Square1 Bank supporting our growth and working capital<br />

needs, and look forward to a lasting relationship as we<br />

continue to grow.”<br />

Square 1 Bank is a full service commercial bank<br />

dedicated exclusively to serving <strong>the</strong> financial needs <strong>of</strong><br />

<strong>the</strong> venture capital community and entrepreneurs in all<br />

stages <strong>of</strong> growth and expansion. The bank <strong>of</strong>fers tailored<br />

products and solutions aided by <strong>the</strong> latest in technological<br />

innovations.<br />

TelStar Hosted Services Inc is a communications-as-aservice<br />

technology provider <strong>of</strong>fering blended call centre<br />

services, predictive dialer capabilities, and automated<br />

messaging via <strong>the</strong> cloud. Its <strong>of</strong>ferings permit clients<br />

to avoid large capital expenditures and benefit from<br />

competitive long distance rates.<br />

Pershing LLC, a subsidiary <strong>of</strong> The Bank <strong>of</strong> New York Mellon Corp.<br />

Jim Halloran, VP Quality <strong>Management</strong> Group<br />

Match.com<br />

Michele Watson, VP Global Customer Care<br />

REGISTER<br />

NOW<br />

Register today and bring your team! Complimentary Exhibit Hall passes are available and<br />

pricing for <strong>the</strong> full conference can be found at www.callcenterweek.com or call<br />

1.800.882.8684. Mention your unique registration code CCW11CSN and receive an exclusive<br />

20% discount <strong>of</strong>f standard All-Access pricing.<br />

March / April 2011 contact management.ca 11


Does your centre<br />

need a GPS?<br />

It’s all about knowing your destination and getting <strong>the</strong>re<br />

as quickly and directly as possible. The same applies to<br />

where you are taking your contact centre. So here’s how to<br />

adopt a GPS model and avoid any wrong turns. BY JEFF DORAN<br />

Is your contact centre headed<br />

in <strong>the</strong> right direction? As <strong>the</strong><br />

old saying goes, if you don’t<br />

know where you are going, any<br />

road will take you <strong>the</strong>re.<br />

This is particularly apropos when<br />

it comes to business planning. If you<br />

don’t plan <strong>the</strong> right route to reach<br />

your destination, you may never get<br />

<strong>the</strong>re. If you’re struggling to meet<br />

your goals, you may need a GPS<br />

(Global Positioning System) for your<br />

contact centre.<br />

What is a GPS?<br />

It is a global navigation system<br />

that provides reliable positioning,<br />

direction, and timing services<br />

to users on a continuous basis<br />

anywhere on <strong>the</strong> planet. GPS assists<br />

in everyday activities such as<br />

banking, mobile phone operations,<br />

and even <strong>the</strong> control <strong>of</strong> power grids.<br />

A GPS structure is made up <strong>of</strong> three<br />

segments: 1) Space – satellites, 2)<br />

Control – master control station,<br />

monitoring stations and ground<br />

antennas, and 3) User – people who<br />

are accessing, updating and securing<br />

<strong>the</strong> network.<br />

Now how does this apply to<br />

contact centre planning?<br />

Well, if you could take all <strong>of</strong> <strong>the</strong><br />

variables that need to be analyzed for<br />

your business plan, enter <strong>the</strong>m into<br />

one system, and produce a road map<br />

on how to achieve your goals, you<br />

would save a tremendous amount <strong>of</strong><br />

time, resources and frustration.<br />

With a GPS model, you can<br />

manage your planning process more<br />

effectively for better results. Let’s<br />

look at <strong>the</strong> three main segments in<br />

more detail.<br />

Space - The final frontier!<br />

(sorry about that)<br />

Whe<strong>the</strong>r you operate a domestic<br />

contact centre or a worldwide<br />

operation, you need to have a<br />

global perspective on your markets,<br />

customers, competition and <strong>the</strong><br />

economy. You need timely and<br />

accurate information coming in on a<br />

consistent basis.<br />

Are your markets changing,<br />

are your customers asking for<br />

different products/services, is your<br />

competition eating into your market<br />

share, has <strong>the</strong> economy shifted and<br />

affected spending habits?<br />

You can get this information<br />

through traditional media sources<br />

such as newspapers, trade<br />

publications, television and radio.<br />

However, you should use <strong>the</strong> Internet<br />

to tap into newswire feeds, chat<br />

rooms, Webinars, blogs and social<br />

networking sites. These provide some<br />

<strong>of</strong> <strong>the</strong> best and most current sources<br />

<strong>of</strong> information available.<br />

Also, don’t forget about<br />

attending industry networking<br />

sessions, conferences, seminars and<br />

tradeshows. These are still excellent<br />

sources <strong>of</strong> information and allow you<br />

to personally connect with customers<br />

and competitors.<br />

Once you’ve developed a robust<br />

system for acquiring this information,<br />

you need to manage and nurture it.<br />

The more aware you are <strong>of</strong> emerging<br />

trends, <strong>the</strong> better equipped you will<br />

be at guiding your business through<br />

rough waters.<br />

Control<br />

Collecting lots <strong>of</strong> pertinent<br />

information is great, but you must<br />

do something with it. You need a<br />

central point to house <strong>the</strong> data and a<br />

methodology to assess it in a timely<br />

fashion.<br />

First, set up a task force to<br />

manage this segment. This will be<br />

GPS Task Force<br />

<strong>Contact</strong> Centre<br />

<strong>Management</strong><br />

Employees<br />

Executive<br />

your “master control station”. All<br />

information will feed into this group.<br />

People on <strong>the</strong> task force need<br />

to be focused, reliable and be<br />

accountable. Look for people who are<br />

detail oriented and have an affinity<br />

for doing research. Distribute <strong>the</strong><br />

workload equally to ensure a steady<br />

stream <strong>of</strong> relevant information.<br />

This group will be responsible to<br />

assessing data/information, making<br />

recommendations for improvement,<br />

developing plans <strong>of</strong> action,<br />

determining budget, presenting to<br />

upper executives.<br />

You will also want to establish a<br />

section on your corporate Intranet<br />

to allow people on <strong>the</strong> task force to<br />

connect virtually. You may want to<br />

open this up to a broader audience<br />

if you feel that more input would<br />

be advantageous. If you go this<br />

High<br />

Low<br />

12 contact management.ca March / April 2011


Staffing<br />

Matters<br />

route, make sure you are prepared for a significant<br />

increase in data.<br />

Monitoring your performance based on <strong>the</strong><br />

information you collect and <strong>the</strong> decisions you<br />

make is critical. Make sure everyone involved in<br />

<strong>the</strong> process is looking at <strong>the</strong>ir role and <strong>the</strong>ir input<br />

through a discerning eye.<br />

Establish a schedule <strong>of</strong> regular followup<br />

meetings to discuss any new trends and<br />

developments and determine if any changes in<br />

direction are required. It’s better to alter your<br />

course mid-stream than to come to <strong>the</strong> end <strong>of</strong> your<br />

journey and find out you are in <strong>the</strong> wrong town.<br />

User<br />

Users are people who have access, provide input<br />

or are affected by <strong>the</strong> GPS. This includes virtually<br />

every employee in <strong>the</strong> company.<br />

Determine who will have access to <strong>the</strong> system<br />

and <strong>the</strong>ir level <strong>of</strong> authority. People on <strong>the</strong> task<br />

force will have <strong>the</strong> highest level <strong>of</strong> access while<br />

<strong>the</strong> general employee population will have limited<br />

access. The accompanying diagram illustrates <strong>the</strong><br />

access hierarchy.<br />

If people are to feel connected to <strong>the</strong> established<br />

goals and vision, <strong>the</strong>y need to be a part <strong>of</strong> <strong>the</strong><br />

process. Holding periodic briefings or town hall<br />

meetings provides a forum for discussing your<br />

plan and getting feedback from employees.<br />

Also, set up an internal company-wide Web page<br />

so all employees can learn more about <strong>the</strong>ir<br />

organization’s vision and direction.<br />

The following is a quick checklist to help you get<br />

started on developing your own GPS.<br />

• Determine your destination/goal<br />

• Is everyone on-board?<br />

• What is <strong>the</strong> most direct route?<br />

• Where and when will you take breaks for review?<br />

• How will <strong>the</strong> process be managed<br />

• Who will be accountable<br />

When it comes to good business planning,<br />

you need to know where you’re going and how<br />

you’re going to get <strong>the</strong>re. Using a GPS structure<br />

as a planning model, you can set a course for your<br />

contact centre that will get you to your destination<br />

faster, safer and more cost effectively. Happy<br />

travelling!<br />

Jeff Doran is president <strong>of</strong> CCEOC Inc., Newmarket,<br />

ON, which oversees <strong>the</strong> administration and<br />

delivery <strong>of</strong> <strong>the</strong> <strong>Contact</strong> Centre Employer Of Choice<br />

(CCEOC) certification and development program<br />

for regional, national and international centres.<br />

He has worked with many organizations including<br />

FedEx, Scotiabank, CAA, HILTI International, The<br />

Shopping Channel, Netelleer, CIBA Vision, Rogers<br />

Communications, Roche Diagnotics, Crawford<br />

Adjusters and Grand & Toy. He can be reached at<br />

416-886-7007; jdoran@ccemployer<strong>of</strong>choice.com<br />

Coming<br />

Events<br />

April 27-29—Call Centre Week Canada returns<br />

this spring after being held in <strong>the</strong> fall last year.<br />

Sessions will cover inspiring innovation through<br />

social media, empowering frontline agents,<br />

evaluating new technologies, analyzing customer<br />

experience ROI, optimizing efficiencies through<br />

leaner processes, and transitioning call centre<br />

changes seamlessly, among o<strong>the</strong>rs. Location is Le<br />

Meridien King Edward Hotel, Toronto. Producer<br />

is International Quality & Productivity Centre<br />

(IQPC) North America.<br />

May 4-5—The International Customer Service<br />

Association Canada Annual Conference will be<br />

held in Mississauga. Location is RBC, 6880 Financial<br />

Drive, Mississauga, ON.<br />

May 9-10—The 2011 Call Centre Executive Summit<br />

is hosted by <strong>the</strong> <strong>Contact</strong> Centre Network<br />

Group and designed exclusively for contact centre<br />

executives and directors. Location is Dallas,<br />

TX. For more information and to register, visit<br />

www.execsummit.com.<br />

May 10-11—The Customer Response Summit II<br />

caters to executives who have direct responsibility<br />

for <strong>the</strong> voice <strong>of</strong> <strong>the</strong> customer and/or overall<br />

customer satisfaction. The summit explores<br />

<strong>the</strong> importance <strong>of</strong> providing customers with<br />

choices for <strong>the</strong>ir preferred method <strong>of</strong> support.<br />

It encompasses multi-channel service options,<br />

self-service via knowledgebases and downloads,<br />

live chat sessions, mobile applications, social<br />

networks, and easy issue escalation paths via <strong>the</strong><br />

Web to improve <strong>the</strong> customer experience and<br />

increase customer satisfaction. Location is The<br />

Westin Diplomat Resort and Spa, Hollywood, FL.<br />

For more information and to register, visit www.<br />

customerresponsesummit.com/register.php<br />

May 12—HDI Trillium Chapter Annual Conference.<br />

Location is Hart House at University <strong>of</strong><br />

Toronto in Toronto. For more information and to<br />

register, visit HDI Trillium chapter annual conference<br />

Web site.<br />

May 17-19—The Select Noble Users (SNUG 2011)<br />

is <strong>the</strong> annual conference <strong>of</strong> users <strong>of</strong> Noble Systems<br />

products. Location is Westin Atlanta North,<br />

Atlanta, GA. For more information and to register,<br />

visit nobleusersgroup.com/SNUG2011.htm.<br />

May 23-25—The 2 nd Call Centre for Financial<br />

Services promises to address <strong>the</strong> most pressing<br />

management concerns such as agent career<br />

management, regulation and compliance, call<br />

centre pr<strong>of</strong>itability, benchmarking new technologies<br />

and social media implementation. It is<br />

produced by IQPC. Location is Hyatt Regency<br />

Dallas, Dallas, TX.<br />

readerboard<br />

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at www.<strong>the</strong>taylorreachgroup.com/snapshotz<br />

March / April 2011 contact management.ca 13


Unified<br />

Communications<br />

Cloud-based communications can <strong>of</strong>fer contact centres costeffective,<br />

fast, and reliable access to a wealth <strong>of</strong> applications<br />

whe<strong>the</strong>r agents work at headquarters, at remote <strong>of</strong>fices, or even<br />

from home.<br />

Is a hosted UC solution right for you?<br />

What’s driving contact centres to adopt cloud-based unified communications solutions?<br />

Here are <strong>the</strong> main drivers and <strong>the</strong> criteria for choosing such a l<strong>of</strong>ty route. BY JASON ALLEY<br />

It’s tough to flip through a<br />

technology publication today<br />

without seeing some mention<br />

<strong>of</strong> “cloud computing.” And it’s<br />

no wonder why. Cloud computing<br />

is providing scalable, cost-effective<br />

resources as a service over <strong>the</strong><br />

Internet. In this tight economy, that’s<br />

a huge value proposition.<br />

The trend <strong>of</strong> cloud computing<br />

has increasingly spurred technology<br />

decision-makers in contact centres<br />

to ask: “Why can’t we reap <strong>the</strong> same<br />

benefits from moving our unified<br />

communications (UC) applications to<br />

<strong>the</strong> cloud?”<br />

Vendors are responding. Today,<br />

<strong>the</strong>re exists a wealth <strong>of</strong> hosted UC<br />

solutions for contact centres. What’s<br />

interesting is how <strong>the</strong> original drivers<br />

for this migration have already begun<br />

to change.<br />

Traditional drivers boiled down<br />

to reduced costs: lower up-front<br />

capital expenditures, a “pay-asyou-go”<br />

pricing model, and reduced<br />

IT maintenance and management<br />

expenses.<br />

A more recent driver, however,<br />

is flexibility: both <strong>the</strong> ability to<br />

quickly scale up and down (especially<br />

<strong>the</strong> ability to quickly provision<br />

multiple sites and remote agents),<br />

and <strong>the</strong> ability to more quickly add<br />

sophisticated applications. This latter<br />

benefit is especially crucial because<br />

it gives contact centres a key<br />

competitive advantage by enabling<br />

<strong>the</strong>m to differentiate services.<br />

While not a major driver yet,<br />

contact centres are weighing “green”<br />

factors more heavily too, which is<br />

making <strong>the</strong> eco-friendly attributes <strong>of</strong><br />

hosted UC solutions more desirable<br />

(e.g. less infrastructure equals<br />

reduced carbon footprint).<br />

The growing number <strong>of</strong> hosted<br />

UC solutions <strong>of</strong>fered, combined with<br />

new drivers for adoption, makes <strong>the</strong><br />

decision-making process for contact<br />

centres increasingly complex. But<br />

contact centres must start at <strong>the</strong><br />

beginning. Despite <strong>the</strong> potential<br />

benefits <strong>of</strong> hosted UC solutions, it’s<br />

not for everyone.<br />

Hosted versus premise<br />

How do you decide if a premisebased<br />

or hosted UC solution is best<br />

for your contact centre? There are<br />

certain business environments that<br />

might be better suited to a premise<br />

14 contact management.ca March / April 2011


Unified<br />

Communications<br />

model. These include <strong>the</strong> following:<br />

• IT staff requires full administrative<br />

access and control<br />

• Applications require a high degree<br />

<strong>of</strong> custom development<br />

• Industry requires stringent<br />

compliance with many regulations<br />

and/or security policies<br />

While all <strong>of</strong> <strong>the</strong>se are valid<br />

considerations, it’s important to note<br />

that <strong>the</strong> industry is rapidly addressing<br />

<strong>the</strong>m. Some hosted UC vendors are<br />

<strong>of</strong>fering new delivery models and<br />

new server architectures designed<br />

to dramatically improve control,<br />

security, and reliability.<br />

In addition, migrating to <strong>the</strong><br />

cloud is no longer an all-or-nothing<br />

proposition. More vendors today are<br />

<strong>of</strong>fering hybrid options that enable<br />

contact centres to host some UC<br />

applications, while keeping o<strong>the</strong>rs<br />

on-premise.<br />

Though not a reason alone to<br />

keep UC applications on-premise,<br />

contact centres should also be<br />

mindful <strong>of</strong> cultural shifts that must<br />

take place if <strong>the</strong>y elect to migrate<br />

to <strong>the</strong> cloud. Senior staff will have<br />

to learn new best practices for<br />

managing processes and people. If<br />

<strong>the</strong>se inevitable cultural shifts are<br />

not addressed early in <strong>the</strong> decisionmaking<br />

process, even <strong>the</strong> best hosted<br />

UC deployment will be compromised.<br />

Should your contact centre<br />

decide to move to <strong>the</strong> cloud after<br />

a thorough due diligence process<br />

based on benefits, risks, and business<br />

requirements, <strong>the</strong> next step is<br />

selecting <strong>the</strong> right vendor.<br />

Selection criteria<br />

What are <strong>the</strong> criteria contact centres<br />

should use to select a hosted UC<br />

solutions provider?<br />

Control, security, and reliability<br />

One <strong>of</strong> <strong>the</strong> most important factors<br />

to consider when selecting a hosted<br />

UC vendor is <strong>the</strong> degree to which it<br />

<strong>of</strong>fers control, security, and reliability.<br />

Differences in hosted delivery models<br />

and server architectures directly<br />

impact <strong>the</strong>se capabilities.<br />

For instance, does <strong>the</strong> vendor’s<br />

delivery model allow your contact<br />

centre to keep all voice traffic on <strong>the</strong><br />

company’s network? Does it enable<br />

you to record and store all calls<br />

behind your firewall? And does <strong>the</strong><br />

vendor <strong>of</strong>fer virtualized, dedicated<br />

servers for each customer?<br />

Finally, be sure to conduct a<br />

thorough audit <strong>of</strong> <strong>the</strong> vendor’s<br />

hosted facility (both <strong>the</strong><br />

infrastructure and policies). How<br />

many data centres does <strong>the</strong> vendor<br />

operate and where are <strong>the</strong>y? Are<br />

<strong>the</strong>y 24/7-monitored and SAS 70-<br />

certified? If <strong>the</strong> vendor can provide<br />

all <strong>the</strong>se capabilities, <strong>the</strong>n you can<br />

be pretty confident your control,<br />

security, and reliability requirements<br />

will be met.<br />

S<strong>of</strong>tware supplier<br />

versus third-party<br />

Ano<strong>the</strong>r important factor is whe<strong>the</strong>r<br />

<strong>the</strong> service is <strong>of</strong>fered by <strong>the</strong> company<br />

that developed <strong>the</strong> s<strong>of</strong>tware or by<br />

a third-party. If it’s <strong>the</strong> s<strong>of</strong>tware<br />

supplier, as long as <strong>the</strong> vendor has<br />

a proven track record developing<br />

and delivering hosted UC solutions,<br />

<strong>the</strong>re are typically only advantages to<br />

acquiring services from <strong>the</strong>m.<br />

First, <strong>the</strong> s<strong>of</strong>tware supplier gives<br />

contact centres immediate access<br />

to enhancements -- customers don’t<br />

have to wait for third-parties to<br />

get trained on enhancements and<br />

test <strong>the</strong>m. Second, contact centres<br />

have a greater ability to influence<br />

development. And third, because <strong>the</strong><br />

supplier develops <strong>the</strong> s<strong>of</strong>tware, <strong>the</strong>y<br />

are maximally invested and odds <strong>of</strong><br />

<strong>the</strong>m abandoning <strong>the</strong> business are<br />

reduced.<br />

Migration path to premise<br />

Providing contact centres with an<br />

easy migration path from hosted<br />

to premise is ano<strong>the</strong>r crucial factor<br />

when selecting a vendor.<br />

Does <strong>the</strong> vendor even <strong>of</strong>fer<br />

a migration path? If so, what, if<br />

any, application re-writes will <strong>the</strong><br />

“The fastest adoption <strong>of</strong> hosted UC solutions<br />

is among organizations with 500 or more<br />

contact centre seats.”<br />

“<strong>Contact</strong> centres should also be mindful <strong>of</strong> cultural<br />

shifts that must take place if <strong>the</strong>y elect to migrate to<br />

<strong>the</strong> cloud.”<br />

contact centre incur as a result <strong>of</strong> <strong>the</strong><br />

migration?<br />

If <strong>the</strong> hosted UC vendor also<br />

<strong>of</strong>fers premise-based solutions, and<br />

if it also functions as <strong>the</strong> s<strong>of</strong>tware<br />

supplier, odds are good that this<br />

migration is possible with no impact<br />

on applications.<br />

Single-platform architecture<br />

This is where <strong>the</strong> “UC” aspect <strong>of</strong><br />

hosted really kicks in. Many hosted<br />

UC vendor solutions are based on<br />

premise equipment composed <strong>of</strong><br />

loosely integrated products from<br />

different manufacturers. This<br />

introduces an element <strong>of</strong> cost and<br />

complexity that <strong>the</strong> movement <strong>of</strong><br />

“UC” has tried to address.<br />

But don’t be fooled. Many <strong>of</strong><br />

<strong>the</strong>se same vendors have simply<br />

slapped <strong>the</strong> UC label on <strong>the</strong> same<br />

old products. Ask <strong>the</strong> vendor<br />

which applications were inherently<br />

developed versus which are <strong>of</strong>fered<br />

via partnerships or acquisitions.<br />

The more platforms in <strong>the</strong> mix, <strong>the</strong><br />

greater chance <strong>of</strong> management<br />

complexity and finger-pointing<br />

should things go awry.<br />

A true UC hosted solution should<br />

include a wealth <strong>of</strong> applications<br />

running on <strong>the</strong> same all-in-one<br />

platform. And this platform should<br />

be open and s<strong>of</strong>tware-based for<br />

maximum customization and<br />

interoperability.<br />

The future<br />

Industry analyst firms are<br />

increasingly bullish on <strong>the</strong> hosted<br />

contact centre market. Most are<br />

predicting growth rates during <strong>the</strong><br />

next few years <strong>of</strong> between 18 and 35<br />

percent.<br />

While many expected much slower<br />

adoption among large organizations,<br />

interestingly, this trend is reversing<br />

quickly. In fact, according to most<br />

analyst reports, <strong>the</strong> fastest adoption<br />

<strong>of</strong> hosted UC solutions is among<br />

organizations with 500 or more<br />

contact centre seats.<br />

While growth is occurring across<br />

all vertical markets, <strong>the</strong> financial<br />

services industry is currently <strong>the</strong><br />

leader <strong>of</strong> hosted UC adoption.<br />

Communications, retail, and<br />

healthcare verticals are also showing<br />

strong interest in deploying hosted<br />

UC solutions for <strong>the</strong>ir contact<br />

centres.<br />

Today, most core contact centre<br />

applications are <strong>of</strong>fered via a hosted<br />

model. These include automatic<br />

call distribution, call recording,<br />

outbound dialing, screen pop, and<br />

more. The market has also seen a<br />

surge in interactive voice response,<br />

multichannel, and workforce<br />

management applications. Most<br />

recently companies are turning to<br />

hosted providers to provide <strong>the</strong> full<br />

suite <strong>of</strong> contact centre applications,<br />

soup-to-nuts.<br />

However <strong>the</strong> hosted UC market<br />

grows, one thing is for sure, growth<br />

will continue into <strong>the</strong> foreseeable<br />

future. Innovations in <strong>the</strong> areas <strong>of</strong><br />

networks, virtual server technology,<br />

and Web interfaces will eliminate<br />

any remaining functional limitations,<br />

and vendors will continue to add<br />

applications to <strong>the</strong>ir hosted UC<br />

solutions. So do your due diligence<br />

and be glad to know that you’ll have<br />

plenty <strong>of</strong> company should you decide<br />

to walk <strong>the</strong> hosted path.<br />

Jason Alley is solutions<br />

marketing manager for<br />

Interactive Intelligence,<br />

Indianapolis, IN, a<br />

global provider <strong>of</strong> unified<br />

business communication<br />

solutions for contact centre<br />

automation, enterprise IP telephony,<br />

and business process automation.<br />

Alley has more than 16 years experience<br />

in customer interaction<br />

management technologies, and has<br />

served as product manager and strategist<br />

for Aspect, Nortel, and Hipbone.<br />

Interactive Intelligence employs 800<br />

people serving more than 4,000 customers<br />

worldwide. The company can<br />

be reached at +1 317.872.3000, info@<br />

inin.com or www.inin.com.<br />

March / April 2011 contact management.ca 15


Unified<br />

Communications<br />

Integrating UC technologies<br />

with legacy systems<br />

This article helps contact centre executives understand business, technology and<br />

personnel considerations for successfully integrating unified communications<br />

(UC) services in a contact centre with legacy systems. It addresses: business and<br />

technology factors driving greater integration <strong>of</strong> UC services with legacy contact<br />

centre systems; strategies to ensure seamless integration <strong>of</strong> UC services; and<br />

benefits to <strong>the</strong> contract centre <strong>of</strong> integrating UC services. BY PAUL ADAMS<br />

Unified Communications<br />

(UC) continues to<br />

emerge as an invaluable<br />

customer relationship<br />

management tool in contact centres<br />

for its ability to more quickly link<br />

internal experts and knowledge<br />

workers with agents, drive<br />

efficiencies through collaboration,<br />

empower agents that are homebased,<br />

remote or equipped with<br />

mobile devices, and improve <strong>the</strong><br />

customer experience.<br />

Interest among organizations<br />

has also been accelerated by <strong>the</strong><br />

shift from premise-based UC<br />

solutions in <strong>the</strong> contact centre<br />

to hosted UC, which can deliver<br />

more dramatic cost savings, new<br />

service options for organizations<br />

that could not previously afford or<br />

support UC services, and better<br />

business continuity in <strong>the</strong> event <strong>of</strong><br />

downtime. To benefit from contact<br />

centre unified communications,<br />

however, requires full and more<br />

seamless integration <strong>of</strong> UC services<br />

such as unified messaging, video,<br />

presence & IM, enhanced automatic<br />

call distribution (ACD) with legacy<br />

contact centre systems.<br />

Factors driving integration<br />

<strong>of</strong> contact centre UC services<br />

There are key market, business and<br />

technology factors driving greater<br />

demand among enterprises for<br />

unified communications in <strong>the</strong><br />

contact centre in a way that is fully<br />

integrated with voice capabilities and<br />

legacy systems.<br />

• Shift from premise-based to<br />

hosted UC solutions – Enterprises<br />

now have access to on-demand UC<br />

features as a “service,” as opposed<br />

to a premise-based solution that<br />

requires on-site installation,<br />

operation and management <strong>of</strong><br />

UC products. Hosted UC in <strong>the</strong><br />

contact centre makes unified<br />

communications available and<br />

affordable for a broader range <strong>of</strong><br />

organizations, and can be more<br />

seamlessly – and cost effectively<br />

– integrated with legacy contact<br />

centre systems.<br />

• Increased focus on customer<br />

satisfaction – Customer<br />

expectations for <strong>the</strong> contact<br />

centre experience continue<br />

to rise, which means that<br />

organizations are hyper-conscious<br />

<strong>of</strong> customer satisfaction given<br />

<strong>the</strong> brand damage a customer can<br />

video<br />

presence<br />

wreak via online sites and social<br />

networks. The legacy voice system<br />

experience <strong>of</strong> long hold times,<br />

dropped calls and automated<br />

routing black holes are all fodder<br />

for customer dissatisfaction, and<br />

organizations are seeking scalable,<br />

affordable and flexible ways to<br />

create more rewarding customer<br />

experiences.<br />

• Need for consistent customer<br />

experience – Unified<br />

communications are, in a way,<br />

about unifying <strong>the</strong> customer<br />

experience. As <strong>the</strong> number <strong>of</strong><br />

possible customer touch points<br />

expands to mobile devices,<br />

instant messaging<br />

Unified<br />

Communications<br />

ACD<br />

social networks, video and chat,<br />

organizations are recognizing <strong>the</strong><br />

need to ensure that a customer’s<br />

experience remains consistent<br />

and effective.<br />

• Drive to improve contact centre<br />

efficiencies – <strong>Contact</strong> centres are<br />

relentlessly driven to increase<br />

agent efficiency, lower costs, and<br />

increase customer satisfaction<br />

– and balance <strong>the</strong>se competing<br />

objectives appropriately. The<br />

introduction <strong>of</strong> an IP-based architecture<br />

and growth in innovative<br />

Web-based applications enabled<br />

via <strong>the</strong> IP network now allow contact<br />

centre agents to address <strong>the</strong><br />

core objectives in ways that were<br />

never possible with simple legacy<br />

ACD platforms.<br />

Strategies to ensure seamless<br />

integration <strong>of</strong> UC services<br />

Ensuring successful integration <strong>of</strong> UC<br />

with legacy contact centre systems<br />

requires that organizations first<br />

recognize associated challenges,<br />

as well as strategies that can be<br />

employed to ensure <strong>the</strong> process is<br />

seamless. Key challenges include:<br />

email<br />

cellphone<br />

16 contact management.ca March / April 2011


Unified<br />

Communications<br />

legacy investments, cost <strong>of</strong> UC<br />

adoption, and resistance to change<br />

workflows.<br />

Many enterprise contact centres<br />

remain saddled with aging and<br />

cumbersome legacy systems<br />

(PBXs, IVRs, etc.) – investments <strong>of</strong><br />

significance that can’t simply be<br />

tossed aside. As a result, integration<br />

<strong>of</strong> UC must be mindful <strong>of</strong> leveraging<br />

<strong>the</strong>se investments to minimize sunk<br />

costs and maximize productivity<br />

benefits UC can deliver.<br />

<strong>Contact</strong> centres are cost sensitive,<br />

and as a result <strong>the</strong> ROI must be<br />

clear before investing resources on<br />

new technologies. Premise-based<br />

ACD platforms have been adding<br />

UC capabilities, but at a fairly steep<br />

cost, so enterprise customers have<br />

been slow to adopt <strong>the</strong>m. Hosted UC<br />

solutions can lower overall costs, but<br />

certainly do require an investment on<br />

<strong>the</strong> part <strong>of</strong> <strong>the</strong> enterprise.<br />

<strong>Contact</strong> centres are fast-paced<br />

environments designed around<br />

efficient use <strong>of</strong> a high-turnover<br />

workforce. That means when<br />

something works, you try not to<br />

change it. New UC tools can greatly<br />

increase productivity, but will change<br />

<strong>the</strong> ‘normal’ workflow, so enterprises<br />

should introduce <strong>the</strong>se new tools<br />

while remaining mindful <strong>of</strong> <strong>the</strong><br />

broader impact.<br />

With <strong>the</strong>se challenges in mind,<br />

<strong>the</strong>re are strategies enterprises<br />

should consider prior to integrating<br />

UC with legacy contact centre<br />

systems. Strategies to consider<br />

include <strong>the</strong> following.<br />

Understand required workflow<br />

modifications<br />

Call centres are designed around<br />

efficient call handling: how queued<br />

calls are handled, how calls are<br />

distributed to available agents, how<br />

calls are handled/overflow during<br />

peak hours, etc. Bottom line is <strong>the</strong> call<br />

flows used with legacy systems were<br />

designed to work with <strong>the</strong> legacy<br />

technology. They were designed<br />

around <strong>the</strong> concept <strong>of</strong> multiple<br />

trunks into <strong>the</strong> ACD platform where<br />

<strong>the</strong>y were queued and distributed to<br />

agents when <strong>the</strong>y became available,<br />

with overflow routes that would<br />

re-route <strong>the</strong> call to a new site or<br />

platform when necessary.<br />

The workflow must be modified to<br />

leverage <strong>the</strong> capabilities <strong>of</strong> <strong>the</strong> new<br />

ACD service.<br />

Hosted ACD services, on <strong>the</strong><br />

o<strong>the</strong>r hand, handle call queuing<br />

and routing in <strong>the</strong> network, and<br />

allow for fundamental changes<br />

in <strong>the</strong> call flows. As a result, <strong>the</strong><br />

most important consideration with<br />

a migration to a hosted service<br />

is evaluating <strong>the</strong> basic call flows<br />

and adapting <strong>the</strong>m to leverage <strong>the</strong><br />

routing capabilities <strong>of</strong> an IP-based<br />

network, with network-based<br />

queuing and ‘virtual queues’ that can<br />

include agents from any location.<br />

Simplify workflow<br />

A key UC business driver in <strong>the</strong><br />

contact centre is <strong>the</strong> ability to<br />

provide agents with immediate<br />

access to subject matter experts<br />

and information throughout<br />

<strong>the</strong> organization. To ensure this<br />

information becomes an asset –<br />

ra<strong>the</strong>r than a liability – to <strong>the</strong> agent,<br />

contact centre executives must be<br />

sensitive to not overload agents with<br />

too much information.<br />

Efficient contact centres are<br />

built around a very structured<br />

workflow, which ensures callers get<br />

a ‘consistent’ positive experience.<br />

Introducing change to <strong>the</strong> workflow<br />

can be disruptive, so contact centres<br />

should focus on introducing UC<br />

features that help <strong>the</strong> process and<br />

improve efficiency, ra<strong>the</strong>r than<br />

simply adding information noise <strong>the</strong><br />

agent must filter.<br />

Focus on integrating high value UC<br />

services<br />

As previously addressed, seamless<br />

integration <strong>of</strong> UC services requires<br />

initially focusing on those capabilities<br />

that will deliver an improved,<br />

consistent customer experience as<br />

well as cost and productivity gains<br />

with <strong>the</strong> contact centre. While each<br />

contact centre has its own unique<br />

customer bases and communications<br />

channels, <strong>the</strong> industry is currently<br />

“<strong>Contact</strong> centre executives must be sensitive to not<br />

overload agents with too much information.”<br />

“<strong>Contact</strong> centre executives must be sensitive to not<br />

overload agents with too much information.”<br />

gravitating towards a defined set <strong>of</strong><br />

UC features delivering significant<br />

positive impact for enterprise<br />

contact centres.<br />

These services include: Instant<br />

Messaging and Presence (IM&P) that<br />

enables agents to resolve issues by<br />

tapping <strong>the</strong> knowledge <strong>of</strong> co-workers<br />

or subject matter experts quickly<br />

and in a non-disruptive manner<br />

when <strong>the</strong>y are on calls; Video contact<br />

centres that enable face-to-face<br />

video interaction with customers or<br />

permit <strong>the</strong> agents to include internal<br />

subject matter experts via video;<br />

and remote/home-based agents<br />

that can easily transition between<br />

different environments (home, <strong>of</strong>fice,<br />

remote) and permit organizations to<br />

ensure a more consistent customer<br />

experience and more effectively<br />

manage customer-agent interactions.<br />

Benefits <strong>of</strong> integrating UC<br />

into contact centre operations<br />

After outlining demand for UC in<br />

<strong>the</strong> contact centre and strategies<br />

for ensuring seamless integration,<br />

it is important to highlight key<br />

benefits that can be experienced by<br />

<strong>the</strong> organization – particularly with<br />

regards to hosted UC.<br />

Hosted UC solutions introduce<br />

some dramatic improvements in <strong>the</strong><br />

contact centre environment, and<br />

when <strong>the</strong> UC solution consists <strong>of</strong> an<br />

integrated voice and ACD service, it<br />

<strong>of</strong>fers a win-win scenario for both<br />

<strong>the</strong> service provider <strong>of</strong>fering <strong>the</strong><br />

service and <strong>the</strong> enterprise that is<br />

using <strong>the</strong> service. Specific benefits<br />

<strong>of</strong> integrating UC into <strong>the</strong> contact<br />

centre include:<br />

• Reduced TCO – Integrating<br />

hosted UC can deliver lower<br />

total cost <strong>of</strong> ownership<br />

relative to premise-based<br />

UC (50 percent lower in some<br />

cases) or standalone legacy<br />

contact centre systems. This is<br />

achieved through <strong>the</strong> elimination<br />

<strong>of</strong> capital expenses and lower<br />

operational costs.<br />

• Improved efficiency – With hosted<br />

UC, agents can handle more calls<br />

efficiently through <strong>the</strong> use <strong>of</strong><br />

Web screen pops with scripts,<br />

automatic delivery <strong>of</strong> customer<br />

information to <strong>the</strong> desktop (CRM<br />

info, location info, data entry<br />

screens). Agents can also resolve<br />

problems immediately through<br />

<strong>the</strong> use <strong>of</strong> Instant Messaging<br />

and Presence by seeing who is<br />

available, communicating via<br />

a chat session, and resolving<br />

problems in real time.<br />

• Improved customer satisfaction<br />

– Hosted UC solutions provide<br />

contact centres with access to<br />

high-end features (ACD, callback<br />

services, outbound dialers,<br />

CRM integration, etc.) typically<br />

reserved for large, multinational<br />

corporations – triggering new<br />

economies <strong>of</strong> scale for organizations<br />

<strong>of</strong> any size. Some examples<br />

are call back services, outbound<br />

dialers, and CRM integration.<br />

Conclusion<br />

While some aspects <strong>of</strong> UC-legacy<br />

system integration have been<br />

available to contact centres for some<br />

time (with <strong>the</strong> exception <strong>of</strong> more<br />

recent developments for mobile<br />

touch points), <strong>the</strong> price point has<br />

been prohibitive for all but <strong>the</strong> largest<br />

organizations. And even though<br />

large organizations could afford <strong>the</strong><br />

equipment, <strong>the</strong> process <strong>of</strong> integrating<br />

that equipment to deliver a ‘unified<br />

experience’ was difficult.<br />

The decreasing cost point and<br />

increased comfort level <strong>of</strong> agents<br />

with unified communications<br />

improves <strong>the</strong> value proposition for<br />

a wider swath <strong>of</strong> organizations to<br />

integrate UC with legacy contact<br />

centre systems.<br />

Paul Adams is director,<br />

product management<br />

at BroadS<strong>of</strong>t, a leading<br />

global provider <strong>of</strong> IPbased<br />

communications<br />

services to <strong>the</strong><br />

telecommunications industry. He can<br />

be reached at padams@broads<strong>of</strong>t.<br />

com. BroadS<strong>of</strong>t is a worldwide<br />

innovator <strong>of</strong> residential and business<br />

Voice over IP (VoIP) applications. For<br />

longer than 10 years BroadS<strong>of</strong>t has<br />

been at <strong>the</strong> forefront <strong>of</strong> IP technology,<br />

helping to advance <strong>the</strong> convergence<br />

<strong>of</strong> voice, video and data.<br />

March / April 2011 contact management.ca 17


First Call<br />

Resolution<br />

Unified<br />

Communications<br />

<strong>Staying</strong> <strong>ahead</strong> <strong>of</strong> <strong>the</strong> <strong>pack</strong><br />

Responding efficiently and effectively through first call resolution is a sure way to<br />

raise customer satisfaction and gain a few strides on your competition. <strong>Contact</strong><br />

centres can set <strong>the</strong> pace with a strong unified communication infrastructure that<br />

leads to effective <strong>Management</strong> Experience with customers. Here are five strategic<br />

guideposts. BY MICHAEL PERRY<br />

One <strong>of</strong> <strong>the</strong> most important<br />

elements driving<br />

contact centre success<br />

is first-call resolution<br />

(FCR). Companies with a keen focus<br />

on customer service understand <strong>the</strong><br />

bottom-line benefits <strong>of</strong> ensuring<br />

that customers reach <strong>the</strong> right agent<br />

or expert resource on <strong>the</strong> first try in<br />

order to address and solve issues.<br />

But in today’s business<br />

environment, rapidly changing<br />

demographics and rising<br />

expectations for accommodating <strong>the</strong><br />

latest modes <strong>of</strong> communication are<br />

challenging FCR strategies.<br />

Is your approach dealing<br />

effectively with all <strong>of</strong> <strong>the</strong> media<br />

channels and real-time expectations<br />

that characterize today’s savvy<br />

customers? And if so, is it maximizing<br />

<strong>the</strong> time <strong>of</strong> both <strong>the</strong> agent and <strong>the</strong><br />

customer in a way that keeps an eye<br />

on <strong>the</strong> bottom line?<br />

Today’s best companies operate<br />

on a customer service playing field<br />

that goes beyond voice call-based<br />

service, and addresses <strong>the</strong> challenges<br />

faced in a world where Web chat,<br />

email, instant messaging, video<br />

communications and social media<br />

are <strong>the</strong> new norm. In this multimedia<br />

world, FCR remains a paramount goal,<br />

and one that can be best achieved<br />

through a strategy <strong>of</strong> Experience<br />

<strong>Management</strong>.<br />

Experience <strong>Management</strong> uses<br />

open communications to orchestrate<br />

people and information, leverage<br />

customer data, bring full context<br />

to sessions, and immerse agents,<br />

experts and customers into a collaborative<br />

session where all requests<br />

and issues can be handled in real<br />

time. When properly implemented,<br />

Experience <strong>Management</strong> enables<br />

businesses to keep <strong>the</strong> focus on customer<br />

needs no matter how customers<br />

choose to communicate. And in<br />

a shifting, always-on world, FCR is a<br />

first step towards ensuring customer<br />

experiences are being managed for<br />

business success.<br />

Yet, even as companies realize that<br />

superior customer experiences are<br />

integral to business success, most are<br />

not aware <strong>of</strong> any disconnect between<br />

<strong>the</strong>mselves and <strong>the</strong>ir own customers.<br />

According to a recent study by<br />

Webtorials (May 2010), approximately<br />

80 percent <strong>of</strong> companies believe <strong>the</strong>y<br />

deliver good or superior customer<br />

service, while only 20 percent <strong>of</strong><br />

consumers agree. Clearly, companies<br />

need to reach higher and do better.<br />

But where should <strong>the</strong>y start?<br />

Here are five strategic guideposts<br />

for incorporating an effective FCR<br />

strategy and achieving greater<br />

service success through high-quality<br />

customer experiences.<br />

Context is King<br />

The first step to successful FCR is to<br />

know where a customer is coming in<br />

from and how <strong>the</strong>y arrived. The more<br />

companies know about a customer’s<br />

context – history, preferred mode <strong>of</strong><br />

communication, current needs – <strong>the</strong><br />

better <strong>the</strong>y can handle <strong>the</strong> inquiry<br />

request or issue, and <strong>the</strong> faster <strong>the</strong>y<br />

can close <strong>the</strong> transaction.<br />

To do this, businesses need to have<br />

an integrated view <strong>of</strong> <strong>the</strong> customer<br />

and <strong>the</strong> information shared should<br />

be consistent with each experience.<br />

Agents should have <strong>the</strong> ability to<br />

know if a customer has recently<br />

contacted <strong>the</strong> company, what was<br />

discussed, and how <strong>the</strong>y prefer to<br />

communicate – whe<strong>the</strong>r by email, IM<br />

or voice.<br />

If an expert needs to join a call, <strong>the</strong><br />

customer’s context should be shared<br />

seamlessly without requiring a recap<br />

<strong>of</strong> name and information. Context is a<br />

core element <strong>of</strong> FCR, driving greater<br />

customer satisfaction and better<br />

contact centre efficiency.<br />

A Resilient SIP foundation<br />

Session Initiation Protocol, or SIP, is<br />

a standards-based technology that<br />

simplifies <strong>the</strong> integration between<br />

a contact centre and back <strong>of</strong>fice<br />

applications. It allows enterprises<br />

and organizations to more easily<br />

carry customer contacts and<br />

information throughout multivendor<br />

environments, speeding FCR.<br />

This enables customer service<br />

organizations to use all <strong>the</strong>ir agents<br />

and experts more effectively,<br />

regardless <strong>of</strong> which vendor’s<br />

equipment <strong>the</strong>y are on or where <strong>the</strong>y<br />

are located. As a result, customer<br />

contacts can travel fur<strong>the</strong>r, faster<br />

and with key information intact – and<br />

enable <strong>the</strong> completion <strong>of</strong> more calls<br />

on first contact.<br />

A SIP foundation reduces <strong>the</strong><br />

amount <strong>of</strong> time customers spend<br />

waiting for <strong>the</strong> right agent. It quickly<br />

gets <strong>the</strong>m to <strong>the</strong> best agent, no<br />

matter where <strong>the</strong> representative is<br />

located, and enables a more reliable<br />

transfer <strong>of</strong> customer information.<br />

This helps erase two <strong>of</strong> <strong>the</strong> most<br />

common frustrations voiced by<br />

customers: that it takes too long to<br />

reach a live person and that <strong>the</strong>y<br />

must repeat <strong>the</strong>ir information when<br />

<strong>the</strong>y finally do.<br />

This also <strong>of</strong>fers a more costeffective<br />

way to bring FCR to <strong>the</strong><br />

forefront. SIP simplifies architectures,<br />

reducing <strong>the</strong> need for more costly<br />

and time consuming CTI (computer<br />

telephony integration) deployments.<br />

It also makes it easier to develop,<br />

implement and maintain applications<br />

<strong>of</strong> all kinds that contribute to<br />

Experience <strong>Management</strong>.<br />

Get a Clearer View<br />

Companies with a laser-like focus<br />

on <strong>the</strong> customer usually extend this<br />

approach to <strong>the</strong>ir FCR strategy. But<br />

customer focus alone will not yield<br />

results if <strong>the</strong>re is not a full view into<br />

<strong>the</strong> agent’s skills and activities.<br />

Starting with an effective work<br />

assignment program, companies can<br />

gain a better understanding <strong>of</strong> <strong>the</strong>ir<br />

agents’ highest skills, <strong>the</strong> times <strong>the</strong>y<br />

perform best, and <strong>the</strong> areas where<br />

18 contact management.ca March / April 2011


“When properly<br />

implemented,<br />

Experience <strong>Management</strong><br />

enables businesses<br />

to keep <strong>the</strong> focus on<br />

customer needs.”<br />

<strong>the</strong>y need assistance. This can help<br />

businesses match <strong>the</strong> right customer<br />

with <strong>the</strong> right agent at <strong>the</strong> right time<br />

to speed results at first contact.<br />

Additionally, through effective<br />

reporting capabilities, businesses can<br />

know which agents are best at upselling,<br />

cross-selling and taking care<br />

<strong>of</strong> customers – essential elements<br />

to driving greater pr<strong>of</strong>its from<br />

customers’ initial calls.<br />

Note, however, that while systems<br />

can get you closer to your goals, it is<br />

only when you have reports available<br />

to you that you can clearly see if you<br />

are measuring up to your metrics.<br />

Then you can see if it’s necessary to<br />

make tweaks or alter course with<br />

your contact centre agent program.<br />

Automate Multichannel<br />

Customer Service Transactions<br />

A business should be prepared to<br />

handle any mode <strong>of</strong> communications<br />

a customer chooses to reach a<br />

company. This includes self-service<br />

across any <strong>of</strong> <strong>the</strong> customer service<br />

channels, which now play integral<br />

roles in FCR. Today’s automation<br />

strategies must incorporate <strong>the</strong><br />

right applications customized to a<br />

company’s needs, while also having<br />

<strong>the</strong> ability to expand beyond <strong>the</strong><br />

borders <strong>of</strong> voice to operate within<br />

all kinds <strong>of</strong> multimedia avenues<br />

– instant messaging, SMS (small<br />

message service), email, even video.<br />

For instance, <strong>the</strong>re will<br />

increasingly be opportunities to<br />

incorporate dynamic video-based<br />

information into automated services,<br />

enhancing <strong>the</strong> customer experience<br />

in a way that is not only convenient<br />

and informational, but entertaining.<br />

This enables automated customer<br />

service to play a central role in <strong>the</strong><br />

process <strong>of</strong> Experience <strong>Management</strong>,<br />

where being able to meet and<br />

respond to customers wherever <strong>the</strong>y<br />

are in a multimedia world is essential.<br />

Anticipate Customer Requests<br />

The ultimate goal <strong>of</strong> a business is to<br />

anticipate <strong>the</strong> needs <strong>of</strong> customers<br />

before <strong>the</strong>y arise. Through new<br />

levels <strong>of</strong> intelligence, businesses now<br />

have <strong>the</strong> ability to identify issues<br />

or requests early-on, and carry<br />

<strong>the</strong>m out in a more proactive – and<br />

productive – manner.<br />

This goes beyond FCR. It can help<br />

customers avoid <strong>the</strong> need to call<br />

companies altoge<strong>the</strong>r.<br />

Solutions are now available that<br />

can reach out and deliver valuable<br />

information to customers for a wide<br />

range <strong>of</strong> transactions or interactions.<br />

In <strong>the</strong> healthcare field, for example,<br />

automated calls, emails or text<br />

messages can alert customers to<br />

pending events like prescription<br />

refills or appointment reminders.<br />

When properly applied, <strong>the</strong>se applications<br />

can eliminate a large percentage<br />

<strong>of</strong> inbound calls to <strong>the</strong> contact<br />

centre while driving up customer<br />

satisfaction. Any business aiming to<br />

bulk up <strong>the</strong>ir FCR capabilities would<br />

do well to anticipate customer needs<br />

early and <strong>of</strong>ten.<br />

Michael Perry<br />

is director <strong>of</strong> contact<br />

centre product<br />

management for<br />

Avaya. He has led<br />

Avaya’s global contact<br />

centre and self service<br />

businesses units since 2005. Prior<br />

to joining Avaya, he has held a<br />

variety <strong>of</strong> leadership roles in product<br />

management and marketing at<br />

Intuit and several leading CRM and<br />

speech application companies. With<br />

longer than 13 years <strong>of</strong> experience<br />

in <strong>the</strong> industry, he is credited with<br />

launching some <strong>of</strong> <strong>the</strong> first <strong>pack</strong>aged<br />

B2B commercial speech applications<br />

in <strong>the</strong> industry. Avaya is a global<br />

leader in enterprise communications<br />

systems, providing unified<br />

communications, contact centres,<br />

data solutions and related services<br />

directly and through its channel<br />

partners. For more information, visit<br />

www.avaya.com.<br />

March / April 2011 contact management.ca 19


First Call<br />

Resolution<br />

Why firms get high FCR scores - Part 1<br />

Call centre executives with firms that have recorded exceptional First Call<br />

Resolution (FCR) rates disclose <strong>the</strong> secrets behind <strong>the</strong>ir success with this<br />

important customer satisfaction metric. They are clients <strong>of</strong> SQM Group, which<br />

works with companies to improve FCR and o<strong>the</strong>r contact centre functions. More<br />

organizations will be covered in <strong>the</strong> second part <strong>of</strong> our survey <strong>of</strong> high FCR<br />

achievers in <strong>the</strong> May/June issue. BY RON GLEN<br />

Sharon Craver, director <strong>of</strong> centralized<br />

claims for ICBC, says when adjusters<br />

listen to <strong>the</strong>ir calls and get feedback<br />

from <strong>the</strong> customers, <strong>the</strong>y take <strong>the</strong>m<br />

to heart.<br />

How are some contact<br />

centres able to raise and<br />

sustain high levels <strong>of</strong> First<br />

Call Resolution (FCR)?<br />

<strong>Contact</strong> <strong>Management</strong> surveyed<br />

client firms <strong>of</strong> Service Quality<br />

Measurement (SQM) Group that have<br />

accomplished this feat to learn what<br />

<strong>the</strong>y did. Following are interviews<br />

with three companies.<br />

The Insurance Corporation <strong>of</strong><br />

British Columbia<br />

The Insurance Corporation <strong>of</strong> British<br />

Columbia (ICBC) is a provincial Crown<br />

corporation established in 1973 to<br />

provide universal auto insurance to<br />

B.C. motorists. It is also responsible<br />

for driver licensing, and vehicle<br />

licensing and registration.<br />

ICBC maintains a claims contact<br />

centre that is manned entirely by<br />

agents who are claims adjusters.<br />

It operates 24/7 with every claim,<br />

minor or major, funneled to one <strong>of</strong><br />

268 adjusters, 104 <strong>of</strong> whom work<br />

full time.<br />

“What distinguishes us as a<br />

contact centre is <strong>the</strong> majority <strong>of</strong><br />

calls we receive occur because<br />

something negative has happened<br />

to somebody,” says Ash Megalli,<br />

manager <strong>of</strong> contact centre<br />

operations. “It can run <strong>the</strong> gamut<br />

from an inconvenience like somebody<br />

vandalizing or scratching a car to <strong>the</strong><br />

worst case scenario where <strong>the</strong>re is a<br />

catastrophic claim like a fatality.<br />

“Our adjusters don’t know what<br />

kind <strong>of</strong> call <strong>the</strong>y are going to get<br />

when <strong>the</strong>y are logged on and ready<br />

to go. It can range from a relatively<br />

simple straight forward claim to a<br />

very serious fatality involving a lot <strong>of</strong><br />

emotion.”<br />

All car accidents, big or small, are<br />

stressful and emotional to people<br />

calling in <strong>the</strong> claims, says Sharon<br />

Craver, director <strong>of</strong> centralized claims<br />

for ICBC. It’s vital <strong>the</strong> adjusters<br />

respond to <strong>the</strong>se customers with<br />

empathy and efficiency.<br />

When she first joined <strong>the</strong> call<br />

centre, customers were surveyed<br />

only once or twice a year, she says.<br />

They were done mainly to get an idea<br />

<strong>of</strong> how <strong>the</strong> centre was performing<br />

as a whole. Supervisors would plug<br />

into adjuster calls a couple <strong>of</strong> times<br />

a year and evaluate <strong>the</strong>m in a very<br />

subjective manner.<br />

Adjuster call surveys<br />

Craver wanted more thorough<br />

analysis that extended down to<br />

<strong>the</strong> rep level. In 2007, she drove an<br />

initiative to create greater alignment<br />

to <strong>the</strong> customer with specific<br />

surveying <strong>of</strong> adjusters.<br />

Each full-time employee gets<br />

four surveys done a month <strong>of</strong> <strong>the</strong><br />

customers <strong>the</strong>y interacted with. The<br />

ratios are slightly less for part-time<br />

adjusters.<br />

SQM Group conducts <strong>the</strong> phone<br />

surveys within one to three days <strong>of</strong><br />

people placing a call to <strong>the</strong> centre.<br />

All surveys are done randomly, but<br />

no survey is taken <strong>of</strong> any customers<br />

involved in a fatality.<br />

The surveys provided a piece <strong>of</strong><br />

<strong>the</strong> puzzle. But while some customers<br />

might have been pleased with<br />

<strong>the</strong>ir treatment, <strong>the</strong> call still wasn’t<br />

positive if <strong>the</strong> adjuster failed to<br />

convey <strong>the</strong> right information.<br />

In that same year, <strong>the</strong> call centre<br />

introduced call quality monitoring<br />

using s<strong>of</strong>tware from Nice Systems. It<br />

reveals how <strong>the</strong> adjusters are fielding<br />

<strong>the</strong> calls for technical accuracy and<br />

efficiency.<br />

“When you get <strong>the</strong> two<br />

components toge<strong>the</strong>r, <strong>the</strong> voice<br />

<strong>of</strong> <strong>the</strong> customer and <strong>the</strong> quality<br />

monitoring, <strong>the</strong>n you get more<br />

<strong>of</strong> a holistic view <strong>of</strong> <strong>the</strong> customer<br />

experience,” says Craver.<br />

FCR rates jump<br />

The effect <strong>of</strong> both approaches on<br />

FCR rates was dramatic. In 2007, <strong>the</strong><br />

centre’s FCR rate was 75 percent. In<br />

2008 it jumped to 83 percent with<br />

ICBC being recognized that year with<br />

most improved FCR by SQM Group. In<br />

2009 and 2010 FCR consistently hit<br />

86 percent.<br />

Initially ICBC was set up simply to<br />

book appointments for field <strong>of</strong>fices<br />

referred to as claims centres, says<br />

Megalli. Agents would take <strong>the</strong><br />

details <strong>of</strong> <strong>the</strong> incident and book a<br />

time for an adjuster at a claim centre<br />

to handle and resolve. This practice<br />

was still in effect until <strong>the</strong> early<br />

1990s.<br />

Now with adjusters taking <strong>the</strong><br />

calls, <strong>the</strong> centre handles 71 percent<br />

<strong>of</strong> all claims from start to finish. This<br />

comprises 53 percent <strong>of</strong> material<br />

damage claims and 18 percent <strong>of</strong><br />

personal injury claims. More complex<br />

claims are moved to claims centre<br />

<strong>of</strong>fices.<br />

“We handle 53 percent <strong>of</strong> <strong>the</strong><br />

material damage claims from end<br />

to end,” says Craver. “We adjust <strong>the</strong><br />

claim, determine who is at fault,<br />

make sure <strong>the</strong> car gets fixed and <strong>the</strong>n<br />

we make any payments out on <strong>the</strong><br />

claim. All this is done through <strong>the</strong><br />

call centre.<br />

“Nearly all claims are reported<br />

through us. So <strong>the</strong> FCR is on all claims<br />

per se. But for actually handling <strong>the</strong><br />

claim and processing it right through<br />

to <strong>the</strong> very end, 53 percent <strong>of</strong> <strong>the</strong><br />

material damage claims stay with us.”<br />

Overcoming resistance<br />

There was some resistance to<br />

<strong>the</strong> introduction <strong>of</strong> call quality<br />

monitoring and customer surveying<br />

because it conjured up an Orwellian<br />

Big Bro<strong>the</strong>r spectre for some<br />

adjusters, says Craver. But <strong>the</strong> intent<br />

was to use <strong>the</strong>m for coaching and<br />

training and management has stayed<br />

true to that commitment.<br />

“Now when employees listen<br />

to <strong>the</strong> calls and get <strong>the</strong> feedback<br />

from <strong>the</strong> customers, <strong>the</strong>y really take<br />

that to heart. They are harder on<br />

<strong>the</strong>mselves than we are on <strong>the</strong>m.”<br />

Kari Price, operations manager at<br />

<strong>the</strong> claims contact centre, explains<br />

staff were consulted well in advance<br />

<strong>of</strong> <strong>the</strong> implementation <strong>of</strong> <strong>the</strong> call<br />

monitoring system and asked for<br />

<strong>the</strong>ir feedback and involvement.<br />

This helped demystify <strong>the</strong> move and<br />

brought more staff onboard.<br />

Both <strong>the</strong> customer surveys and<br />

call quality monitoring were tried out<br />

first in a few pilot groups, says Craver.<br />

This stimulated staff discussions and<br />

more positive reactions so <strong>the</strong> moves<br />

were not seen as threatening when<br />

rolled out across <strong>the</strong> board.<br />

Quality management team<br />

More Lately <strong>the</strong> ICBC centre formed a<br />

quality management team headed by<br />

Price that includes one full-time and<br />

two part-time supervisors. They are<br />

dedicated to working with adjusters<br />

and o<strong>the</strong>r supervisors in enhancing<br />

call quality and driving top results in<br />

FCR and customer satisfaction.<br />

“We have a very large leadership<br />

team here so to be able to have a<br />

quality team provide a consistent<br />

approach to reviewing calls and<br />

providing feedback to staff has been<br />

very helpful,” says Price. “The quality<br />

team can also identify trends when<br />

<strong>the</strong>y are listening to calls that we<br />

can act upon or create strategies on<br />

things we want to address.”<br />

Employee morale has risen<br />

appreciably. Soon after <strong>the</strong> two<br />

approaches incorporated in 2007,<br />

SQM did a staff survey <strong>of</strong> <strong>the</strong><br />

claims centre that saw employee<br />

satisfaction soar 13 percent. Craver<br />

credits <strong>the</strong> fact employees better<br />

understand <strong>the</strong>ir accountability and<br />

how <strong>the</strong>y are being evaluated, which<br />

makes <strong>the</strong>m more comfortable in<br />

20 contact management.ca March / April 2011


First Call<br />

Resolution<br />

Amy Frenzel, vice-president <strong>of</strong> service<br />

operations for Blue Cross Blue Shield<br />

Michigan, credits FCR improvements<br />

to agent education, training,<br />

monitoring, incentives and a change<br />

in how <strong>the</strong> organization evaluates<br />

Plan performance.<br />

<strong>the</strong>ir roles.<br />

Ano<strong>the</strong>r SQM customer survey<br />

taken soon after 2007 found<br />

customers who were very satisfied<br />

climbed from 68 to 82 percent.<br />

This was a poll on overall customer<br />

satisfaction with <strong>the</strong> figure <strong>of</strong> very<br />

satisfied customers now at 84<br />

percent.<br />

SQM also probes customer<br />

satisfaction with call centre reps or<br />

adjusters in <strong>the</strong> case <strong>of</strong> ICBC. In this<br />

regard, <strong>the</strong> claims centre ended 2010<br />

with an 87 percent approval score.<br />

Blue Cross Blue Shield <strong>of</strong> Michigan<br />

Blue Cross Blue Shield <strong>of</strong> Michigan<br />

(BCBSM) serves that state as a dental<br />

and healthcare insurance provider.<br />

It has fulfilled a unique non-pr<strong>of</strong>it<br />

mission for longer than 70 years.<br />

Amy Frenzel is vice-president<br />

<strong>of</strong> service operations. She says<br />

when members phone a BCBSM<br />

centre, <strong>the</strong>y are calling for claim<br />

determinations, benefit education,<br />

eligibility, and billings among o<strong>the</strong>r<br />

matters.<br />

In November 2009, FCR for BCBSM<br />

measured 60 percent. By <strong>the</strong> fall <strong>of</strong><br />

2010, it had climbed to 70 percent.<br />

Frenzel describes it as a proud<br />

accomplishment that comes with <strong>the</strong><br />

recognition that more work needs to<br />

be done.<br />

She credits <strong>the</strong> improvement to<br />

a combination <strong>of</strong> agent education,<br />

training, monitoring, incentives and<br />

a change in how <strong>the</strong> Blue Cross Blue<br />

Shield Association will evaluate Plan<br />

performance. It is moving away from<br />

transactional goals toward member<br />

satisfaction goals, starting in 2011.<br />

In April 2010, a servicing lead was<br />

assigned to develop a project charter,<br />

assign team members, monitor<br />

results and communicate updates<br />

monthly. She says this has helped<br />

maintain focus on FCR in <strong>the</strong> midst <strong>of</strong><br />

all o<strong>the</strong>r activities that occur in <strong>the</strong><br />

service centres.<br />

Steve Lukey, vice-president & director<br />

<strong>of</strong> <strong>the</strong> Calgary customer contact<br />

centre <strong>of</strong> Scotiabank, says more than<br />

just good service, customers want<br />

to be engaged and feel someone<br />

understands <strong>the</strong>ir unique situation.<br />

All service centre leaders from<br />

team leader to vice-president have<br />

specific FCR goals in 2011.<br />

“FCR is a component <strong>of</strong> one <strong>of</strong><br />

<strong>the</strong> company’s long term goals,” she<br />

says. “This has taken FCR from <strong>the</strong><br />

call centre to <strong>the</strong> organization and<br />

heightens <strong>the</strong> sense <strong>of</strong> accountability<br />

and ownership to reach beyond just<br />

<strong>the</strong> servicing team.”<br />

Specific steps to upgrade<br />

customer service rep (CSR) FCR<br />

abilities included revising or<br />

developing scripts. Specific leaderonly<br />

sessions were conducted on how<br />

to coach CSRs on FCR.<br />

Service centre blitzes<br />

“We began supplementing <strong>the</strong><br />

roll out <strong>of</strong> new best practices with<br />

‘blitzes’ in service centres where<br />

<strong>the</strong> coaches were available all day to<br />

listen to live calls and coach <strong>the</strong> CSR<br />

on what <strong>the</strong>y did well, and how <strong>the</strong>y<br />

could improve on <strong>the</strong> next call,” says<br />

Frenzel<br />

New hire training encompasses<br />

<strong>the</strong> FCR philosophy, she says.<br />

Training materials have been<br />

updated, and <strong>the</strong> internal quality<br />

program modified to include <strong>the</strong><br />

voice <strong>of</strong> <strong>the</strong> customer.<br />

Processes were updated with a<br />

focus on “taking <strong>the</strong> customer out <strong>of</strong><br />

<strong>the</strong> middle,” she says. As an example,<br />

CSRs now place internal or external<br />

calls to collect <strong>the</strong> information<br />

necessary to respond to <strong>the</strong> inquiry.<br />

“In addition, our CSRs end every<br />

call by <strong>of</strong>fering a summary <strong>of</strong> <strong>the</strong><br />

information provided so <strong>the</strong> caller<br />

can ask clarifying questions, and <strong>the</strong><br />

CSRs specifically ask if <strong>the</strong> reason<br />

for <strong>the</strong> inquiry was resolved for<br />

<strong>the</strong> caller,” she says. “We have also<br />

changed our quality monitoring<br />

processes to include evaluation <strong>of</strong><br />

<strong>the</strong> CSRs’ ability to close on first<br />

contact.”<br />

As far as adding or upgrading<br />

s<strong>of</strong>tware to help improve FCR,<br />

she says <strong>the</strong> company is exploring<br />

multiple options to enhance servicing<br />

capabilities over <strong>the</strong> next few years<br />

as strategies unfold.<br />

Scotiabank Calgary<br />

Steve Lukey is vice-president &<br />

director <strong>of</strong> <strong>the</strong> Calgary customer<br />

contact centre <strong>of</strong> Scotiabank. He<br />

says calls range widely from a basic<br />

balance inquiry on a savings account<br />

to complex credit and interest<br />

inquiries. Customers want more<br />

than just ‘good service.’ They want<br />

to be engaged and feel someone<br />

understands <strong>the</strong>ir unique situation.<br />

“Our bankers see <strong>the</strong>mselves as<br />

valuable partners to branch staff, “he<br />

says. “Creating a connection with<br />

<strong>the</strong> customer that registers positively<br />

in <strong>the</strong> customer’s mind is vital to our<br />

long term success “<br />

For 2009 <strong>the</strong> Calgary centre<br />

registered an FCR score <strong>of</strong> 73 percent.<br />

For 2010 it went up to 78 percent for<br />

a net increase <strong>of</strong> five percent. Lukey<br />

says being in <strong>the</strong> top SQM client<br />

group in FCR improvement has been<br />

a source <strong>of</strong> great pride since it means<br />

customers are very well served.<br />

He attributes <strong>the</strong> improvement<br />

to an evolution in <strong>the</strong> way each<br />

customer interaction is approached<br />

ra<strong>the</strong>r than a focus specifically on<br />

FCR as a key measure <strong>of</strong> success.<br />

“It’s been great to see that our<br />

FCR each month for 2010 stayed<br />

within a range <strong>of</strong> approximately ±<br />

five percent. This tells us we aren’t<br />

sacrificing our commitment to <strong>the</strong><br />

customer in <strong>the</strong> face <strong>of</strong> any number<br />

<strong>of</strong> different challenges our customer<br />

service <strong>of</strong>ficers face.”<br />

CARE model followed<br />

Lukey contends <strong>the</strong>re’s a big<br />

difference between providing good<br />

service and creating customer<br />

loyalty. The bank has developed a<br />

service program that has helped<br />

deliver higher levels <strong>of</strong> personal<br />

and pr<strong>of</strong>essional service to<br />

customers, and yields higher levels<br />

<strong>of</strong> enjoyment for all who serve<br />

its customers. Dubbed as CARE<br />

(Committed, Adaptable, Responsive<br />

and Empa<strong>the</strong>tic), <strong>the</strong> new model<br />

focuses on going beyond ‘customer<br />

satisfaction.’<br />

“Our CARE model allows us <strong>the</strong><br />

flexibility to more effectively deliver<br />

on our mission: ‘World Class Care…<br />

Every Customer, Every Time’,”<br />

he says. “The CARE philosophy<br />

is designed to create a culture <strong>of</strong><br />

emotionally intelligent employees<br />

who can deliver memorable<br />

experiences to our customers, in<br />

every interaction.”<br />

The idea behind this mission<br />

statement is to consistently treat<br />

each customer as a unique individual<br />

with a unique set <strong>of</strong> needs, he says.<br />

This caused a rethinking <strong>of</strong> methods<br />

<strong>of</strong> recruiting, training, coaching, and<br />

measuring success.<br />

“Again it comes back to<br />

consistency; we want to make sure<br />

each client receives world class<br />

CARE each time <strong>the</strong>y speak to one<br />

<strong>of</strong> our representatives,” he says.<br />

“By delivering a consistent message<br />

across all our sites (Halifax, Toronto,<br />

Cornwall, and Calgary) we’re<br />

endeavoring to ensure our customers<br />

have that consistent service delivery<br />

that reflects our culture.”<br />

After <strong>the</strong> development <strong>of</strong> <strong>the</strong><br />

CARE model, <strong>the</strong> goal was to provide<br />

all employees with a sophisticated<br />

training program that appropriately<br />

integrated and embedded <strong>the</strong> CARE<br />

principles, he says. The aim was also<br />

to create corresponding Emotional<br />

Intelligence competencies into <strong>the</strong><br />

culture and translate its delivery to<br />

customers.<br />

“We engaged a third party vendor<br />

specializing in transformational<br />

training programs, who worked<br />

with us to develop a customized and<br />

tailored approach to our training and<br />

coaching needs. A big part <strong>of</strong> our<br />

early success has been due to <strong>the</strong><br />

way we introduced <strong>the</strong> new model,<br />

by providing initial training to our<br />

managers and <strong>the</strong>n having <strong>the</strong>m<br />

deliver <strong>the</strong> training to <strong>the</strong>ir teams.”<br />

The bank launched a new<br />

employee Web site in November<br />

2010 called Daily News, which allows<br />

for interactive communication<br />

with staff, he says. The bank also<br />

provides several online resources<br />

to employees to allow for quick<br />

response times to any questions <strong>the</strong>y<br />

need help with.<br />

“We’ve made a commitment to<br />

keep growing <strong>the</strong>se online resources<br />

in order for our staff to more quickly<br />

attend to client needs.”<br />

March / April 2011 contact management.ca 21


S<strong>of</strong>tware<br />

Solutions<br />

Unified Communications Apllications<br />

ClearOne introduces video collaboration for UC users<br />

Global communications solutions company,<br />

ClearOne, Salt Lake City, UT, recently unveiled<br />

Collaborate, an all-in-one voice, video, and data<br />

collaboration console for organizations using unified<br />

communications (UC) s<strong>of</strong>tware or Web services<br />

to handle voice, video and data communications.<br />

Delivering true plug-n-play simplicity in a business<br />

solution for video collaboration, Collaborate allows<br />

small groups in an executive <strong>of</strong>fice or conference<br />

room to converse and see each o<strong>the</strong>r while<br />

simultaneously viewing data from applications, Web<br />

sites, or o<strong>the</strong>r local or network sources.<br />

The system, ClearOne’s first to incorporate<br />

video capability, features an integrated ClearOne<br />

HDConference audio conferencing system, a 46-<br />

inch HD LCD monitor, an HD USB video camera, and<br />

a built-in quad core PC with Windows pre-installed.<br />

Collaborate is also available without an operating<br />

system for enterprises that have customized or bulk<br />

licensed s<strong>of</strong>tware.<br />

Tracy Bathurst, chief strategy <strong>of</strong>ficer for<br />

ClearOne, says Collaborate will suit large<br />

organizations running on UC platforms as well<br />

as small and midsize businesses using Web<br />

conferencing applications like Skype. Collaborate<br />

can also be used for applications such as Internet<br />

telephony, VoIP s<strong>of</strong>tphones, and instant messaging,<br />

he says, and it allows audio/video playback <strong>of</strong> files<br />

saved in Quicktime, RealPlayer, Windows Media and<br />

o<strong>the</strong>r formats.<br />

Companies whose applications run on<br />

Collaborate include Avaya, Cisco, Google, IBM,<br />

Micros<strong>of</strong>t, Mirial, Siemens, Skype, and Yahoo.<br />

Collaborate includes a ClearOne Soundbar<br />

speaker, which mounts to <strong>the</strong> bottom edge <strong>of</strong><br />

<strong>the</strong> video screen; a ClearOne microphone pod;<br />

and a wireless keyboard and mouse. Additional<br />

microphone pods can be added so that larger<br />

This is <strong>the</strong> Collaborate console with pedestal feet<br />

for credenza or tabletop location. The screen is<br />

displaying data with live video; <strong>the</strong> screen can also<br />

be video only or data only as <strong>the</strong> user prefers.<br />

groups can participate in conferences.<br />

ClearOne claims to be <strong>the</strong> world’s leading<br />

supplier <strong>of</strong> pr<strong>of</strong>essional audio conferencing<br />

systems. Collaborate provides full PC functionality<br />

and enables users to create split screen modes<br />

where live video can share <strong>the</strong> screen with data and<br />

content from PC or network applications. Its design<br />

allows a companion 46-inch monitor to be attached<br />

side-by-side to <strong>the</strong> first monitor, permitting fullscreen<br />

data presentations to appear next to live,<br />

full-screen HD video images.<br />

The underlying product concept <strong>of</strong> <strong>the</strong><br />

Collaborate console is to give customers an all-oneone<br />

solution that avoids <strong>the</strong> technical complexities<br />

<strong>of</strong> component solutions – installation, hook-up,<br />

integration, and training – and allows <strong>the</strong>m to<br />

work with <strong>the</strong> desktop interface <strong>the</strong>y already use<br />

in daily communications. Collaborate will allow<br />

an enterprise to leverage its investment in UC<br />

s<strong>of</strong>tware to enable video collaboration almost<br />

anywhere.<br />

Inova Solutions joins Cisco developer net in UC category<br />

Provider <strong>of</strong> real-time visual reporting technologies, Inova Solutions, Charlottesville, VA, recently<br />

joined <strong>the</strong> Cisco Developer Network as a solution developer within <strong>the</strong> Unified Communications<br />

technology category. In addition, Inova Solutions’ Inova LightLink version 5.7 has successfully completed<br />

interoperability testing with Cisco Unified <strong>Contact</strong> Centre Express versions 4.x-8.x and Cisco Unified<br />

<strong>Contact</strong> Centre Enterprise versions 4.x-8.x.<br />

The Cisco Developer Network unites Cisco with third-party developers <strong>of</strong> hardware and s<strong>of</strong>tware<br />

to deliver tested interoperable solutions to joint customers. As a solution developer, Inova Solutions<br />

shares Cisco’s strong commitment to customer service and satisfaction, has completed interoperability<br />

verification testing based on criteria set forth by Cisco, and can provide <strong>the</strong>ir customers 24 hour, 7 days a<br />

week customer support.<br />

With <strong>of</strong>ferings such as LightLink 5.7, customers can more quickly deploy a broad range <strong>of</strong> Cisco<br />

compatible business applications, devices, or services that can enhance <strong>the</strong> capabilities, performance,<br />

and management <strong>of</strong> <strong>the</strong>ir Cisco network.<br />

Inova Solutions furnishes real-time visual reporting technology that fosters instant awareness and<br />

drives informed action. <strong>Contact</strong> centres use Inova’s s<strong>of</strong>tware and signage solutions to communicate realtime<br />

operational data and messages to agents, supervisors and executives, who make strategic business<br />

decisions based on that data.<br />

Cisco unveils UC<br />

platforms for small,<br />

mid-sized businesses<br />

The Cisco UC 300 Series is a complete collaboration<br />

system delivering everything a company with two<br />

to 24 users needs for business-class networking and<br />

voice communications. This easy-to-use, affordable<br />

solution lets a small business take advantage <strong>of</strong> IP<br />

telephony to reduce phone costs, boost employee<br />

productivity, and create a more collaborative<br />

company. It includes built-in data and wireless<br />

support, along with features such as voicemail and<br />

automated attendant.<br />

Three-year, zero percent financing is available<br />

from Cisco Capital in <strong>the</strong> U.S., Canada and <strong>the</strong> UK<br />

for <strong>the</strong> Cisco UC300 Series through <strong>the</strong> end <strong>of</strong> July,<br />

2011.<br />

The Cisco Unified Communications Manager<br />

Business Edition 3000 is an economical unified<br />

communications platform designed for growing<br />

mid-sized businesses, and supports a capacity <strong>of</strong><br />

300 users across 10 sites. The system is quick for a<br />

trained Cisco partner to set up, and easy-to-use,<br />

with an intuitive user interface, helping <strong>the</strong>se<br />

customers save time and money, and helping<br />

channel partners optimize <strong>the</strong>ir implementation,<br />

support, and maintenance practices.<br />

The Cisco Unified CM Business Edition<br />

3000 <strong>of</strong>fers essential features like voice mail,<br />

conferencing, <strong>the</strong> ability to park or hold calls, auto<br />

attendant, and standard mobility features like single<br />

number reach, extension mobility, and tele-worker<br />

support to connect business calls and voice mail<br />

messages to employees anywhere <strong>the</strong>y work.<br />

The Cisco Unified SIP Phone 3905 is an affordable,<br />

IP-based phone that integrates with <strong>the</strong> Cisco<br />

Unified CM Business Edition 3000 to address <strong>the</strong><br />

need for uncomplicated<br />

voice communications<br />

for mid-sized<br />

businesses. It includes<br />

fixed keys for redial,<br />

transfer, hold and<br />

resume, speakerphone,<br />

volume toggle,<br />

and a PC switch port to<br />

reduce cabling installation<br />

requirements.<br />

Cisco Unified Communications<br />

320W is<br />

currently available.<br />

Cisco unified Communications<br />

Manager<br />

Edition 3000 is scheduled<br />

to be available<br />

in <strong>the</strong> second quarter<br />

2011.<br />

Barry O’Sullivan, senior<br />

vice-president, Voice<br />

Technology Group, Cisco,<br />

says Cisco is delivering<br />

UC solutions tailor-made<br />

for <strong>the</strong> characteristics<br />

<strong>of</strong> small and mid-market<br />

business partners and <strong>the</strong><br />

customers <strong>the</strong>y serve.<br />

22 contact management.ca March / April 2011


S<strong>of</strong>tware<br />

Solutions<br />

Unified Communications Apllications<br />

Integrated Clarus, HP solution troubleshoots IP telephony<br />

Supplier <strong>of</strong> integrated Voice over IP<br />

(VoIP) management s<strong>of</strong>tware and<br />

services for Unified Communications<br />

(UC), Clarus Systems Inc., Redwood<br />

City, CA, last fall announced its<br />

signature product, ClarusIPC Plus+,<br />

has been certified as a Smart Link<br />

Integration (SLI) for HP Network Node<br />

Manager i 9.<br />

By definition, a Smart Link Integration<br />

is an out-<strong>of</strong>-<strong>the</strong>-box component<br />

linking <strong>the</strong> ClarusIPC Plus+ application<br />

with HP products. This, in turn,<br />

extends <strong>the</strong> management capabilities<br />

for joint customers.<br />

ClarusIPC Plus+ SLI for HP NNMi<br />

9, an integrated solution, maximizes<br />

Cisco IP Telephony availability by<br />

testing and monitoring end-user<br />

calls for problems such as call setup<br />

failures, poor voice quality, fraud or<br />

incorrect routing. When any irregularities<br />

are encountered, SNMP traps<br />

are forwarded to HP Network Node<br />

Manager i -- automatically creating<br />

actionable incidents that can be<br />

evaluated immediately by <strong>the</strong> designated<br />

IT or telecom pr<strong>of</strong>essional.<br />

Simplifying communications<br />

in a complex world<br />

With this integration, users will<br />

have more insight and remote testing<br />

and troubleshooting capabilities at<br />

<strong>the</strong>ir fingertips and will be able to:<br />

• Monitor <strong>the</strong> daily Cisco UC Manager<br />

and Unity systems for add,<br />

remove and update configuration<br />

changes<br />

• Perform automated end-user<br />

tests, on-demand or schedules as<br />

daily health checks, and receive<br />

integrated alerts when tests fail<br />

• Cross-launch into <strong>the</strong> ClarusIPC<br />

Plus+ remote phone control application<br />

to troubleshoot issues using<br />

actual phones<br />

• Cross-launch into <strong>the</strong> ClarusIPC<br />

Plus+ Help Desk application to<br />

view phone/line settings, recent<br />

call history and compare configurations<br />

<strong>of</strong> “trouble” and “reference”<br />

phones.<br />

• Enterprise customers can use<br />

ClarusIPC Plus+ and HP NNMi 9 to<br />

trim costs and maximize <strong>the</strong>ir sys-<br />

Brendan F. Reidy, president and CEO,<br />

Clarus Systems, says by working in<br />

tandem with HP, <strong>the</strong> goal is to ensure<br />

customers have service availability<br />

and achieve peak performance.<br />

tem availability by resourcefully<br />

managing <strong>the</strong>ir Cisco IP Telephony<br />

and UC systems.<br />

Streamlined user experiences help drive greater productivity and more<br />

effective collaboration. Shown here is a conference call using <strong>the</strong> Avaya<br />

Flare Experience.<br />

Communications technologies have long-fueled increasing levels <strong>of</strong><br />

productivity for businesses. Today’s rapidly-changing landscape <strong>of</strong><br />

business communications and collaboration technologies encompass<br />

more applications, devices and ways to be connected than ever before.<br />

With options running <strong>the</strong> gamut from <strong>the</strong> traditional telephone to social<br />

networking channels like Twitter and Facebook on smartphones and<br />

tablets, <strong>the</strong> proliferation <strong>of</strong> <strong>the</strong>se technologies should make it easier than<br />

ever to communicate. The reality, however, is that <strong>the</strong>y <strong>of</strong>ten increase<br />

complexity—and stress—for users.<br />

The rainbow <strong>of</strong> tools intended to increase productivity can hinder it<br />

when <strong>the</strong> right communication is not used at <strong>the</strong> right time or with <strong>the</strong><br />

right person. Simply identifying which phone number, email address,<br />

conference bridge code or social network to use can be a hurdle in <strong>the</strong><br />

effort to access colleagues and customers.<br />

The path to productivity is a user experience that simplifies and unifies<br />

access to <strong>the</strong> people, information and tools needed to effectively address<br />

<strong>the</strong> subject at hand and move it forward. Ideally, <strong>the</strong> tools and devices<br />

should bridge every facet <strong>of</strong> business communications with easy-to-use<br />

interfaces geared for <strong>the</strong> way people work.<br />

The Avaya Flare Experience leverages <strong>the</strong> full power <strong>of</strong> Avaya Aura to<br />

become a one-stop shop for all communications applications, directories<br />

AvayaFlare Experience page 26<br />

Are you facing <strong>the</strong>se situations?<br />

1. Not sure if you are spending too<br />

much for telecom services or<br />

equipment<br />

2. Looking for integrated solution<br />

for remote <strong>of</strong>fices and associates<br />

3. Looking to improve customer<br />

service<br />

4. Require coverage for telecom staff<br />

on vacation<br />

Areas we help<br />

1. Expert Telephone & Call Centre<br />

Systems Administration<br />

and management<br />

2. Traffic Studies<br />

3. Call Centre Design<br />

4. Project <strong>Management</strong><br />

Telephone & Call Centre<br />

Systems, Expert Support,<br />

Services and Solutions<br />

5. Staff require training on telecom<br />

systems<br />

6. Looking to increase associate<br />

productivity<br />

7. Looking for reliable, responsive<br />

telecom support<br />

8. Moving locations or expanding<br />

Why ARC Consulting?<br />

ARC Consulting have compiled a team <strong>of</strong> Telecom specialists and solutions<br />

that enable companies to improve how <strong>the</strong>ir telephone needs are handled;<br />

improving service levels and reducing business risks.<br />

5. Training: Systems Administration<br />

and End User<br />

6. Remote Office & Remote<br />

Associate Solutions<br />

7. Digital Call Recording<br />

8. Call Centre Display solutions<br />

For more information go to: www.ARCconsulting.ca or contact<br />

Ian Roxburgh 905-944-0770 extn.4001 ian@arcconsulting.ca<br />

March / April 2011 contact management.ca 23


S<strong>of</strong>tware<br />

Solutions<br />

Unified Communications Apllications<br />

Aspect Unified IP 7 platform yields<br />

next generation customer contact<br />

Supplier <strong>of</strong> customer contact and Micros<strong>of</strong>t platform<br />

solutions, Aspect, Chelmsford, MA, recently released<br />

Unified IP 7, <strong>the</strong> platform that powers Aspect’s unified<br />

communications applications for customer contact. The<br />

release is said to provide significant new functionality<br />

that gives contact centres power and control over<br />

business workflows, efficient and flexible enterprise-wide<br />

administration across multiple locations, high scalability, an<br />

intuitive user experience and simplified IT management.<br />

It serves as a foundation to deliver what is described as<br />

next-generation communications for customer service,<br />

collections, and sales and telemarketing organizations,<br />

while providing for collaboration between <strong>the</strong> contact<br />

centre and <strong>the</strong> rest <strong>of</strong> <strong>the</strong> enterprise to improve <strong>the</strong><br />

overall customer experience. Aspect Unified IP unites<br />

a comprehensive set <strong>of</strong> customer contact capabilities<br />

including inbound routing, outbound dialing, voice selfservice,<br />

recording, quality monitoring, short message<br />

service (SMS), instant messaging (IM), chat, email and realtime<br />

and historical reporting.<br />

“Aspect Unified IP 7 addresses both <strong>the</strong> changing<br />

landscape <strong>of</strong> customer contact—driven by rapid advances<br />

in communications and mobility technologies—and<br />

<strong>the</strong> shift in technology necessary for customer-centric<br />

organizations to create rich, multichannel customer<br />

contact experiences,” says Gary Barnett, chief technology<br />

<strong>of</strong>ficer, Aspect. “And it is designed to help organizations<br />

easily transition to a next-generation, multichannel<br />

platform at <strong>the</strong>ir own pace while benefiting from cost<br />

containment and greater efficiency through collaboration<br />

within <strong>the</strong> contact centre and between <strong>the</strong> contact centre<br />

and <strong>the</strong> rest <strong>of</strong> <strong>the</strong> enterprise.”<br />

Contextual enterprise routing <strong>of</strong> calls between multiple<br />

locations and enterprise administration <strong>of</strong> agents and<br />

services allows contact centres to connect <strong>the</strong>ir customer<br />

to <strong>the</strong> best skilled resource no matter where located across<br />

<strong>the</strong> enterprise. It yields <strong>the</strong> ability to centralize enterprise<br />

contact distribution strategies to create a virtual queue<br />

across networks <strong>of</strong> Aspect Unified IP systems and to define<br />

dynamic routing rules that increase flexibility and control<br />

over inbound contact handling.<br />

Centralized administration across multiple systems<br />

and platforms through Unified Command and Control -<br />

Administration provides manageability, improved visibility<br />

across <strong>the</strong> enterprise and facilitates efficient disaster<br />

recovery capabilities.<br />

Aspect Unified IP 7 meets <strong>the</strong> high demands <strong>of</strong> mission<br />

critical contact centres that require optimum performance<br />

for call handling reliability and data integrity and is<br />

designed for high availability and redundancy to deliver<br />

99.999 percent reliability. IT administrators get simplified<br />

footprint, security, and deployment enhancements.<br />

Dynamic Inbound Routing (Advanced Skills) allows<br />

customers to increase flexibility and dynamic control over<br />

inbound routing capabilities<br />

by providing <strong>the</strong> ability to<br />

use skill requirements for<br />

specific business processes<br />

combined with real time<br />

system performance to<br />

automatically select <strong>the</strong> best<br />

skilled resource to handle a<br />

customer inquiry. Benefits<br />

<strong>of</strong> this feature include better<br />

resource use with greater<br />

flexibility and <strong>the</strong> ability to<br />

respond to opportunities with<br />

greater agility.<br />

A completely redesigned<br />

agent user interface built to<br />

enhance agent productivity<br />

helps to maximize key<br />

strokes, enrich information<br />

presentation, minimize<br />

footprint, improve workflow,<br />

streamline screen pops, and<br />

allow for agent personal<br />

greetings. The unified agent<br />

desktop also allows for unified<br />

communications enablement<br />

through Micros<strong>of</strong>t Lync,<br />

whereby agents can<br />

access IM, presence and<br />

Aspect Chief Technology<br />

Officer Gary Barnett<br />

says Unified IP 7 helps<br />

organizations move<br />

to a next-generation,<br />

multichannel platform<br />

at <strong>the</strong>ir own pace while<br />

benefiting from cost<br />

containment and greater<br />

efficiency through<br />

collaboration within<br />

<strong>the</strong> contact centre and<br />

between <strong>the</strong> contact<br />

centre and <strong>the</strong> rest <strong>of</strong> <strong>the</strong><br />

enterprise.<br />

collaboration capabilities in addition to contact centre<br />

functions, such as handling non-contact centre calls within<br />

<strong>the</strong> same Unified Agent Desktop.<br />

Aspect has also fur<strong>the</strong>r enhanced its “Ask an Expert”<br />

functionality, available within <strong>the</strong> agent desktop, to use<br />

Micros<strong>of</strong>t SharePoint 2010 for additional search capabilities<br />

across <strong>the</strong> enterprise. This enhanced agent desktop supports<br />

complete workflow scripting that allows for preferred<br />

agent routing and multi-case handling and incorporates<br />

new multi-line telephony features. The innovations within<br />

<strong>the</strong> Unified Agent Desktop empower agents to handle <strong>the</strong><br />

traditional contact centre interaction tasks with ease while<br />

augmenting <strong>the</strong> agent workflow experience with fully integrated<br />

UC capabilities for true next-generation capabilities.<br />

Customers can deliver consistent proactive contact<br />

across multiple channels by using outbound SMS and<br />

email strategies, as well as enhance dialing flexibility and<br />

improve high availability, footprint and performance.<br />

Ano<strong>the</strong>r key benefit with <strong>the</strong> latest functionality is callback<br />

management which allows administrators to manage <strong>the</strong>ir<br />

outbound callbacks.<br />

The general availability <strong>of</strong> Aspect Quality <strong>Management</strong><br />

3.5 meets <strong>the</strong> recording and quality management needs <strong>of</strong><br />

contact centres, back-<strong>of</strong>fice employees, and knowledge<br />

workers.<br />

Broadcore<br />

adds voicemail<br />

transcription<br />

to UC suite<br />

Purveyor <strong>of</strong> all-in-one business<br />

communications service with<br />

comprehensive client support,<br />

Broadcore, Los Angeles, CA, recently<br />

added Voicemail Transcription to<br />

its suite <strong>of</strong> business class Unified<br />

Communications (UC) services. The<br />

advanced, fully integrated voicemail<br />

transcription service simply converts<br />

voicemail message into text and<br />

delivers <strong>the</strong> transcription via email<br />

along with <strong>the</strong> original audio file to<br />

<strong>the</strong> user’s email inbox <strong>of</strong> choice.<br />

“Whe<strong>the</strong>r users are on <strong>the</strong>ir<br />

mobile device or at <strong>the</strong> <strong>of</strong>fice, our<br />

Voicemail Transcription Service<br />

enables <strong>the</strong>m to immediately see<br />

who has called and what was said<br />

at a glance,” says Dean Manzoori,<br />

Broadcore EVP <strong>of</strong> marketing strategy.<br />

“In addition, <strong>the</strong> caller ID <strong>of</strong> <strong>the</strong> caller<br />

is included in <strong>the</strong> email subject line,<br />

enabling <strong>the</strong> recipient to archive<br />

or quickly retrieve messages and<br />

even forward <strong>the</strong>m to o<strong>the</strong>rs. This<br />

productivity multiplier service<br />

allows our clients to respond to <strong>the</strong>ir<br />

customers faster.”<br />

Broadcore leverages industry’s<br />

best Voicemail transcription engine<br />

<strong>of</strong>fered by Ditech Networks. This<br />

reliable voicemail transcription<br />

service is provisioned, managed,<br />

and supported directly by Broadcore<br />

saving clients time and expense<br />

related to dealing with third-parties<br />

to configure or manage <strong>the</strong> service.<br />

“Voicemail Transcription service<br />

is an excellent productivity tool for<br />

any organization and we are happy<br />

to provide this service as part <strong>of</strong> our<br />

standard voicemail service,” says<br />

Dawn Goodnight, Broadcore product<br />

manager. “We include machine based<br />

Voicemail Transcription service with<br />

our Unified Messaging service at no<br />

extra charge while human assisted<br />

Voicemail Transcription service is<br />

optionally available to those clients<br />

who require <strong>the</strong> highest level <strong>of</strong><br />

transcription accuracy.”<br />

Broadcore is a provider <strong>of</strong><br />

hosted UC services. Through an IP<br />

communications system, Broadcore<br />

<strong>of</strong>fers a UC platform for voice (VoIP),<br />

data, and mobility communications.<br />

24 contact management.ca March / April 2011


eaderboard<br />

Agent Productivity Tools<br />

Application manages,<br />

tracks, measures agent<br />

coaching<br />

Provider <strong>of</strong> analytics-powered<br />

performance management s<strong>of</strong>tware,<br />

Enkata, San Mateo, CA, recently<br />

released Coach 3.0 as part <strong>of</strong> Enkata<br />

8.0, <strong>the</strong> latest version <strong>of</strong> its ondemand<br />

contact centre analytics<br />

solution.<br />

Coach 3.0 is an on-demand, standalone<br />

coaching application for <strong>the</strong><br />

contact centre that can be deployed<br />

in less than one day. It includes a rich<br />

workflow authoring platform for <strong>the</strong><br />

ability to change standard coaching<br />

workflows or create new ones. It<br />

features:<br />

• Seven standard coaching<br />

workflows / forms such as group<br />

coaching (unique to Enkata), sideby-side<br />

and planned coaching, and<br />

agent recognition<br />

• Centralized monitoring <strong>of</strong><br />

agent development activities.<br />

They include coaching &<br />

follow-up sessions, team<br />

coaching / training, eLearning<br />

assignments, and agent<br />

improvement plans – by metric,<br />

call reason<br />

• Notifications and alerts related<br />

to activities and tasks. For<br />

supervisors, scheduled sessions<br />

appear in supervisor dashboard.<br />

There are alerts if task is past due<br />

or agent amends notes<br />

For agents, scheduled sessions<br />

appear in agent dashboard. There<br />

are notifications when scheduled,<br />

or supervisor adds notes, or if<br />

supervisor schedules follow-up tasks<br />

(coaching, eLearning, etc.)<br />

• Increased visibility into coaching<br />

compliance, effectiveness at<br />

all levels. This includes trend<br />

reporting and enhanced task<br />

management across roles<br />

• Agent involvement in<br />

development process. This<br />

encompasses task management<br />

and verification, dialogue with<br />

supervisor, coach or QM, and<br />

<strong>the</strong> ability to request coaching<br />

or eLearning Coach 3.0 can be<br />

deployed as an on-demand SaaS<br />

solution with <strong>the</strong> full Enkata 8.0<br />

performance management suite<br />

for FCR and contact reasoning or<br />

as a stand-alone application.<br />

Noble Composer 9.2 Web Agent<br />

creates Web-based agent desktops<br />

Noble Systems Corporation,<br />

Atlanta, GA, purveyor <strong>of</strong> contact<br />

centre technology solutions, last<br />

summer released Noble Composer<br />

9.2 Web Agent, described as <strong>the</strong><br />

next generation <strong>of</strong> Noble Systems’<br />

versatile interface for creating Webbased<br />

contact centre agent desktops.<br />

Noble Composer 9.2 Web Agent<br />

builds upon <strong>the</strong> scalable desktop<br />

unification design tools introduced<br />

in <strong>the</strong> Noble Composer program,<br />

expanding <strong>the</strong>m to include greater<br />

functionality for browser-based<br />

applications. The Noble Composer<br />

desktop solutions streamline agent<br />

workflows to improve productivity<br />

and overall customer experience.<br />

Designed using <strong>the</strong> Micros<strong>of</strong>t<br />

Windows .NET framework to<br />

ensure unmatched flexibility, Noble<br />

Composer 9.2 Web Agent supports<br />

all major browsers and operating<br />

systems. Because it functions in<br />

a Web-based environment, <strong>the</strong><br />

program can be accessed from<br />

any location through a broad array<br />

<strong>of</strong> desktop and mobile devices,<br />

seamlessly integrating work-fromhome<br />

agents and <strong>of</strong>f-site personnel.<br />

New and enhanced capabilities<br />

featured in Noble Composer 9.2 Web<br />

Agent include:<br />

• Intuitive desktop design tools in<br />

a point-and-click environment<br />

that allows users to develop<br />

customized workflows without<br />

programming knowledge or<br />

expensive technical assistance;<br />

• Flexible agent desktop screens<br />

that enable users to allow agent<br />

access to tools by campaign for<br />

point-and-click navigation;<br />

• Web-based support for Noble<br />

Mimic, an agent desktop<br />

management portal that<br />

uses common interfaces for<br />

multiple data sources, workflow<br />

automation, call scripts and<br />

tools for communicating with<br />

customers;<br />

• Lightweight Directory Access<br />

Protocol (LDAP) support to avoid<br />

<strong>the</strong> confusion <strong>of</strong> multiple agent<br />

login IDs. LDAP and Micros<strong>of</strong>t<br />

Active Directory service<br />

integration allow simplified<br />

user administration including<br />

addition and deletion <strong>of</strong> users,<br />

management <strong>of</strong> user permissions<br />

and user au<strong>the</strong>ntication.<br />

• Enhanced support for Noble<br />

Composer Debtor <strong>Contact</strong><br />

<strong>Management</strong> System (DCMS),<br />

a customizable workspace that<br />

empowers account recovery<br />

agents to move seamlessly<br />

between predictive, preview and<br />

S<strong>of</strong>tworks unveils Unified Agent Desktop<br />

Noble Systems President and CEO<br />

James K. Noble Jr. says Composer 9.2<br />

Web Agent delivers results without<br />

requiring expensive transitions to<br />

a new operating system or agent<br />

device.<br />

‘push-to-connect’ dialing.<br />

“Noble Composer Web Agent<br />

continues to evolve, <strong>of</strong>fering even<br />

more advantages for <strong>the</strong> Web-based<br />

agent environment,” says James<br />

K. Noble, Jr., president and CEO <strong>of</strong><br />

Noble Systems. “It combines <strong>the</strong><br />

award-winning functionality <strong>of</strong> Noble<br />

Composer to unify <strong>the</strong> agent desktop<br />

with an expanding suite <strong>of</strong> features<br />

that improve flexibility, productivity<br />

and <strong>the</strong> customer experience. What’s<br />

more, Composer 9.2 Web Agent<br />

delivers results without requiring<br />

expensive transitions to a new<br />

operating system or agent device.”<br />

As call centres strive to deliver more effective campaigns on behalf <strong>of</strong> <strong>the</strong>ir customers over a multitude <strong>of</strong> new<br />

communication channels, Interactive S<strong>of</strong>tworks, Leesburg, VA, a provider <strong>of</strong> customer engagement solutions, has<br />

enhanced capabilities in its Metaphor s<strong>of</strong>tware to help address this challenge. Interactive demonstrated Metaphor’s<br />

Unified Agent Desktop driving a single campaign across multiple channels, including voice, SMS and email, using an iPad at<br />

<strong>the</strong> 2010 American Teleservices Association (ATA) Convention and Expo, held in Orlando, Fla in September.<br />

Metaphor is a powerful s<strong>of</strong>tware platform that lets call centres quickly build, change and manage multichannel<br />

campaigns that acquire more customers, retain existing customers and improve overall agent performance. Today’s<br />

customer is more tech-savvy than ever before and expects to communicate whenever, wherever and however <strong>the</strong>y<br />

choose. Call centres can no longer afford to rely solely on single channel call scripts to satisfy every customer’s needs.<br />

Leading companies are beginning to adopt tools and strategies that provide agents with <strong>the</strong> real-time information <strong>the</strong>y<br />

need to quickly and intelligently react to specific customer demand, ultimately delivering powerful and personalized<br />

customer experiences.<br />

Metaphor’s process-driven Unified Agent Desktop simplifies <strong>the</strong> delivery <strong>of</strong> real-time information from backend<br />

systems and Web services directly to your agent desktops, driving more informed conversations. Metaphor’s easy-to-use<br />

business tools allow companies to quickly define and reuse critical campaign elements, resulting in better time-to-market<br />

and less reliance on IT. Whe<strong>the</strong>r your customers prefer communicating using a smart phone, Web site portal, IVR or a<br />

combination, Metaphor ensures that each and every interaction is consistent and accurate, <strong>the</strong>reby delivering <strong>the</strong> rich<br />

communication experience today’s customers demand.<br />

March / April 2011 contact management.ca 25


Ask Affy<br />

Need Advice? Ask Affy!<br />

Q:<br />

With <strong>the</strong> many changes that our business is going to face<br />

in <strong>the</strong> upcoming year, I need to evaluate my team.<br />

What is your benchmark <strong>of</strong> a good leader? Sincerely, Susan<br />

The speed <strong>of</strong> change in organizations<br />

is <strong>of</strong>ten moving faster than our speed<br />

to react. In our efforts to mobilize and<br />

incorporate change, we look to our<br />

front-line leadership team as our key<br />

instrument to lead, communicate and<br />

integrate changes. When change is<br />

not implemented well, you may find<br />

<strong>the</strong>se thoughts whirling around in<br />

your head:<br />

• “I wish my team leaders were<br />

more accountable…”<br />

• “They don’t seem to know how to<br />

get things done …”<br />

• “They have a serious lack <strong>of</strong><br />

business acumen and judgment...”<br />

• “Performance isn’t improving and<br />

<strong>the</strong>y don’t know how to lead <strong>the</strong><br />

changes needed...”<br />

Obtaining alignment in<br />

understanding what makes a good<br />

leader is <strong>the</strong> first step as it will lead<br />

to consistency in behaviours within<br />

your team. Take <strong>the</strong> test - ask your<br />

front line managers to identify what<br />

is expected <strong>of</strong> <strong>the</strong>m and see if it<br />

matches to your expectations. You<br />

may be surprised!<br />

When we designed <strong>the</strong><br />

“SwitchGear Coaching and Change<br />

System”, we teamed up with multiple<br />

clients to explore <strong>the</strong> root causes <strong>of</strong><br />

poor operating results and developed<br />

<strong>the</strong> most important first step to<br />

solve <strong>the</strong> leadership issues above – a<br />

clearly stated set <strong>of</strong> well-defined<br />

Specific Leadership Behaviours and<br />

<strong>the</strong>ir black-sheep equivalents -- Non-<br />

Leadership Behaviours.<br />

The final outcome was a set <strong>of</strong><br />

attributes or you may call <strong>the</strong>m skills /<br />

behaviours. They have been validated<br />

with dozens <strong>of</strong> senior managers to<br />

reach consensus that this is <strong>the</strong> “…<br />

common-sense best list <strong>of</strong> Five<br />

Essential Leadership Attributes<br />

that describes what is needed to be<br />

successful as a front-line Operating<br />

leader.”<br />

One senior leader passionately<br />

explained: “If we could improve <strong>the</strong>ir<br />

skills at <strong>the</strong>se even a small amount,<br />

our customer experience would be<br />

unbelievable and our competitive<br />

advantage pretty significant!”<br />

While <strong>the</strong>se Five Essential<br />

Leadership Attributes have been<br />

validated time and again, <strong>the</strong><br />

observable behaviours that describe<br />

<strong>the</strong>m may vary greatly from team<br />

to team and will require a targeted<br />

dialogue and complete customization<br />

to ensure that <strong>the</strong>y are relevant to<br />

those who are expected to operate<br />

by <strong>the</strong>m. Fair warning…without<br />

collaboratively customizing <strong>the</strong><br />

observable behaviours with your<br />

team, <strong>the</strong>se attributes run <strong>the</strong> risk <strong>of</strong><br />

becoming ano<strong>the</strong>r meaningless and<br />

obsolete document (not that any <strong>of</strong><br />

those exist in our organizations!)<br />

To help you get started, I’ve<br />

included three examples <strong>of</strong><br />

observable behaviours for each <strong>of</strong><br />

<strong>the</strong> Five Attributes that might best<br />

describe it. The best way to decide<br />

if this is a good list for your business<br />

is to ask your team one question:<br />

“What does our team performance<br />

look like when <strong>the</strong>se leadership<br />

behaviours are NOT present?”<br />

1. Development/Coaching<br />

• Side-by-side coaching is a priority<br />

and <strong>the</strong>re is evidence <strong>of</strong> formal<br />

development processes.<br />

• Consistent and effective<br />

management <strong>of</strong> conflict on team.<br />

• Team player with all levels in<br />

company and demands that from<br />

o<strong>the</strong>rs.<br />

2. Getting Things Done<br />

• Proactive in dealing with daily<br />

issues, driving projects, finding<br />

new efficiencies.<br />

• Clear about accountabilities and<br />

takes strong ownership. Good<br />

decision maker.<br />

• Personal ability to multi-task, uses<br />

time management processes and<br />

keeps fast pace.<br />

3. Change Leadership/ Setting<br />

<strong>the</strong> High bar<br />

• Effectively leads team through<br />

change by reducing anxiety and<br />

positive positioning.<br />

• Recognizing need for and creating<br />

or recommending positive change.<br />

• Understands importance <strong>of</strong> a<br />

strong team approach and works<br />

hard to establish team culture.<br />

4. Ideas and Solutions<br />

• Quality <strong>of</strong> contribution in<br />

management meetings.<br />

• Concerns expressed only with<br />

solutions/ideas attached.<br />

• Strong balance <strong>of</strong> analytical (data<br />

driven) and subjective (culture<br />

driven) to run <strong>the</strong> business.<br />

Work Ethic, Integrity,<br />

Emotional Maturity<br />

• Strong reputation for handling<br />

tough issues with maturity and<br />

pr<strong>of</strong>essionalism.<br />

• Trusted by staff, peers, and boss<br />

for being honest and keeping<br />

promises.<br />

• Accountable when things go<br />

bad without excuses and finger<br />

pointing.<br />

Once again, Susan, <strong>the</strong>se are<br />

just examples to help illustrate <strong>the</strong><br />

meaning <strong>of</strong> each attribute. We<br />

believe that when this exercise is<br />

complete, <strong>the</strong>re is closer to six to<br />

eight observable behaviours that<br />

describe each Attribute.<br />

Using this framework is a powerful<br />

change tool for any leadership team.<br />

That said, it can only be effective<br />

if you, or an experienced external<br />

facilitator, engage your team leaders<br />

in <strong>the</strong> dialogue <strong>of</strong> “What is OUR<br />

definition <strong>of</strong> Leadership?”<br />

Only <strong>the</strong>n can you collaboratively<br />

set precise expectations as to what<br />

leadership is (…and is not) that<br />

resonates for YOUR team. Once<br />

you’ve buttoned down <strong>the</strong> six to<br />

eight observable behaviours for each<br />

Attribute that are relevant for your<br />

team, <strong>the</strong>n you are ready to answer<br />

<strong>the</strong> question, “Where and how do we<br />

invest in leadership development and<br />

how do we get started?”<br />

Afshan Kinder has 20 years<br />

experience in <strong>the</strong> call centre industry.<br />

She is a partner at SwitchGear<br />

Consulting, one <strong>of</strong> Canada’s foremost<br />

consulting groups for contact<br />

centres specializing in accelerating<br />

revenue growth, lowering costs<br />

and taking Employee and Customer<br />

Satisfaction to a higher level. Please<br />

send your Ask Affy question to ron@<br />

contactmanagement.ca. We’ll run <strong>the</strong><br />

Q&A anonymously in <strong>the</strong> next issue.<br />

AvayaFlare Experience page 23<br />

and more. It provides access to<br />

voice, audio/video/Web conferencing,<br />

email, social media,<br />

presence, and instant messaging<br />

through an easy to use, touch<br />

and swipe interface. There is no<br />

need to remember addresses<br />

and numbers—instead, swipe<br />

<strong>the</strong> contact(s) into <strong>the</strong> spotlight<br />

and tap on <strong>the</strong> desired method <strong>of</strong><br />

communication. Context history<br />

is provided automatically, so users<br />

can see all recent communications<br />

with each contact.<br />

Designed to simplify <strong>the</strong> way<br />

people communicate and collaborate,<br />

<strong>the</strong> Avaya Flare Experience<br />

delivers a communications experience<br />

that is easy to use and ready<br />

in real time to help users focus on<br />

<strong>the</strong> task at hand. It streamlines<br />

applications into unique personal<br />

workflows, and helps sidestep <strong>the</strong><br />

barriers between technologies.<br />

The Avaya Flare Experience is<br />

meant to make communications<br />

simple, seamless and convenient.<br />

Taking complexity out <strong>of</strong><br />

processes and streamlining<br />

<strong>the</strong> end user experience<br />

through open, standards-based<br />

communications architecture,<br />

applications and devices is a<br />

win-win for everyone. With <strong>the</strong><br />

right approach, it’s possible for IT<br />

departments to enable <strong>the</strong> kind<br />

<strong>of</strong> end user experience that gets<br />

everyone in <strong>the</strong> same boat, rowing<br />

in <strong>the</strong> same direction, to a more<br />

agile, productive organization.<br />

26 contact management.ca March / April 2011


People<br />

Etelesolv expands<br />

sales team into<br />

western Canada<br />

Etelesolv, Montreal, QC, has<br />

appointed Calgary-based Tracy<br />

Presiloski director <strong>of</strong> sales.<br />

Continuing to build market in Canada,<br />

Etelesolv’s hiring <strong>of</strong> Presiloski<br />

geographically expands Etelesolv’s<br />

sales team into western Canada.<br />

Previously western sales were done<br />

from Toronto.<br />

A pivotal part <strong>of</strong> Etelesolv’s<br />

expansion, Presiloski brings a wealth<br />

<strong>of</strong> sales experience with longer than<br />

20 years in <strong>the</strong> telecom and wireless<br />

solutions industry. He previously held<br />

senior sales leadership roles in Comu<br />

Networks, Meru Networks and Bell<br />

Canada. Now <strong>the</strong> director <strong>of</strong> sales<br />

at Etelesolv, he will be working with<br />

western partner channels (carrier,<br />

consultant, and technology) to help<br />

companies take back control <strong>of</strong> <strong>the</strong>ir<br />

telecom infrastructure.<br />

Etelesolv is one <strong>of</strong> Canadas<br />

leading providers <strong>of</strong> telecom expense<br />

management (TEM) for large<br />

Canadian multinational corporations.<br />

I Love Rewards<br />

appoints vicepresident<br />

<strong>of</strong> finance<br />

I Love Rewards, Toronto, provider <strong>of</strong><br />

employee rewards and recognition<br />

solutions, has appointed Dwayne<br />

Walker as its vice-president <strong>of</strong><br />

finance. He joins I Love Rewards<br />

as a finance and accounting expert<br />

with proven global experience and<br />

success.<br />

Walker has extensive experience<br />

in executing tactical finance and<br />

accounting strategies. Prior to<br />

joining I Love Rewards he held<br />

management positions with KPMG,<br />

Excapsa S<strong>of</strong>tware Inc, North Plains<br />

Systems, and most recently with<br />

Sigma Systems Canada Inc. He was<br />

directly involved in <strong>the</strong> initial public<br />

<strong>of</strong>fering <strong>of</strong> Excapsa S<strong>of</strong>tware Inc. on<br />

<strong>the</strong> AIM Stock Exchange in London<br />

in February 2006. At I Love Rewards,<br />

he is responsible for overseeing all<br />

financial and fiscal management<br />

aspects <strong>of</strong> operation strategies<br />

including auditing, budgeting, pr<strong>of</strong>it<br />

and cost analysis, compliance with<br />

policy, and managing <strong>the</strong> finance and<br />

accounting department.<br />

McLeod leaves VOXDATA<br />

and contact centre industry<br />

After longer than two years as vicepresident<br />

<strong>of</strong> business development<br />

at call centre service bureau<br />

VOXDATA Solutions Inc. and more<br />

than six years in <strong>the</strong> contact centre<br />

space, Jennifer McLeod is moving<br />

into something totally new and<br />

different. She accepted a job as<br />

director <strong>of</strong> sales for Canpages, a<br />

division <strong>of</strong> Yellow Pages Group.<br />

“The last several years have truly<br />

been a learning experience, and <strong>the</strong><br />

passion I have for customer care<br />

remains,” she writes in a message to<br />

industry colleagues. “I have had <strong>the</strong><br />

pleasure and opportunity to meet,<br />

work with, collaborate with and share<br />

with some truly brilliant minds, and<br />

for that I will be forever grateful.<br />

“I have been humbled by many<br />

experiences over <strong>the</strong> years, and will<br />

take some invaluable learnings with<br />

me on this next journey. Life <strong>of</strong>ten<br />

goes in circles so I fully expect that I<br />

will land back in <strong>the</strong> field <strong>of</strong> customer<br />

care again in <strong>the</strong> future.<br />

After more than two years as vicepresident<br />

<strong>of</strong> business development for<br />

VOXDATA, Jennifer McLeod accepted<br />

a job as director <strong>of</strong> sales for Canpages,<br />

a division <strong>of</strong> Yellow Pages Group.<br />

“Thank you to all <strong>of</strong> you who at<br />

one point or ano<strong>the</strong>r, added to my<br />

knowledge <strong>of</strong> this industry and<br />

provided me <strong>the</strong> opportunity to<br />

learn and grow both personally and<br />

pr<strong>of</strong>essionally.”<br />

She was a member <strong>of</strong> <strong>the</strong><br />

Canadian Marketing Association’s<br />

<strong>Contact</strong> Centre Council, whose<br />

mandate is to serve <strong>the</strong> contact<br />

centre industry in ways that will<br />

provide outlets for understanding<br />

and sharing <strong>of</strong> best practices<br />

Telemerge appoints new<br />

chief executive <strong>of</strong>ficer<br />

A Canadian company delivering<br />

predictable videoconferencing<br />

and telepresence strategies to<br />

large corporate and mid-market<br />

companies, Telemerge, Richmond<br />

Hill, ON, has appointed Simon Doo<br />

president and CEO. He has been with<br />

<strong>the</strong> company for longer than six years<br />

in which time he has developed and<br />

grown partnerships with such key<br />

partners as IPV Gateways to engineer<br />

a class-leading global IP network and<br />

managed services infrastructure.<br />

He has helped Telemerge sustain a<br />

year-over-year growth in excess <strong>of</strong><br />

100 percent.<br />

During <strong>the</strong> last 10 years,<br />

Telemerge has helped companies<br />

build and deploy videoconferencing<br />

strategies for <strong>the</strong>ir businesses. Once<br />

seen as spotty and cumbersome,<br />

telepresence has since emerged from<br />

<strong>the</strong> shadows and is quickly becoming<br />

a well-defined strategic initiative<br />

to improve employee engagement,<br />

collaboration and information<br />

retention, as well reduce travel time,<br />

expenses, and carbon emissions.<br />

Telemerge, Inc. is a privately held<br />

video conferencing company that<br />

provides telepresence strategies<br />

to large corporate and mid-market<br />

companies. It delivers <strong>the</strong>se<br />

strategies using its proprietary global<br />

video communications network.<br />

Telemerge <strong>of</strong>fers <strong>the</strong> infrastructure<br />

to deliver a complete suite <strong>of</strong> Video<br />

Managed Services (VMS) including<br />

proactive client support, network<br />

management reports, IP/ISDN<br />

bridging, 6000+ global video room<br />

rental suites, Webcasting, audio/<br />

Webconferencing.<br />

The International Customer Service<br />

Association <strong>of</strong> Canada presents our<br />

14th Annual Customer<br />

Service Conference<br />

May 4th-5th, Mississauga, ON<br />

11 Speakers Vendor Displays $499<br />

Register: www.icsa.on.ca 905-477-5544<br />

March / April 2011 contact management.ca 27


People<br />

2010 US and Canada NetRiders (Post Secondary)<br />

Association news<br />

Canadian pair wins Cisco NetRiders Challenge contest<br />

A Canadian team <strong>of</strong> Carl Verge and<br />

Brian Wilson, Algonquin College,<br />

Ottawa, won <strong>the</strong> 2010 NetRiders<br />

Skills Challenge competition from<br />

networking systems provider Cisco,<br />

San Jose, CA. Cisco Networking<br />

Academy NetRiders Skills Challenge<br />

is an interactive contest designed<br />

by Cisco to give technical education<br />

students <strong>the</strong> opportunity to<br />

showcase <strong>the</strong>ir information<br />

communications technology<br />

(ICT) and networking skills and<br />

to recognize excellence among<br />

Networking Academy students.<br />

“I am extremely proud <strong>of</strong> both<br />

Carl and Brian for this well-deserved<br />

international recognition,” says<br />

David Bray, network technology<br />

coordinator/curriculum lead, Cisco<br />

Networking Academy, Algonquin<br />

College. “This award has huge<br />

implications for <strong>the</strong>ir careers and it<br />

gives <strong>the</strong>m a third-party, objective<br />

measure <strong>of</strong> <strong>the</strong>ir excellence in<br />

computer networking. These two<br />

students have reached this pinnacle<br />

<strong>of</strong> success not only because <strong>of</strong> <strong>the</strong><br />

knowledge and skills gained through<br />

hard work within <strong>the</strong> program<br />

<strong>of</strong> study, but also because <strong>the</strong>y<br />

set extremely high standards for<br />

<strong>the</strong>mselves, driving <strong>the</strong>m to achieve<br />

beyond <strong>the</strong> boundaries <strong>of</strong> <strong>the</strong>ir<br />

course work.”<br />

Ano<strong>the</strong>r Canadian team <strong>of</strong><br />

Michael Antonette and Feng Yang<br />

from Sou<strong>the</strong>rn Alberta Institute <strong>of</strong><br />

Technology placed seventh.<br />

More than 1,000 college and<br />

university students from across <strong>the</strong><br />

U.S, and Canada competed in <strong>the</strong><br />

competition, which consisted <strong>of</strong><br />

three rounds culminating Dec. 8,<br />

2010, in a live virtual event. NetRiders<br />

is an annual competition that uses<br />

Cisco Web 2.0 technologies to create<br />

Finishing first in <strong>the</strong> NetRiders Skills Challenge for North America was <strong>the</strong> team <strong>of</strong><br />

1 st Carl Verge (left) and Brian Wilson (right), Algonquin College<br />

Place Team: Carl Verge (left) and Brian Wilson (right), Algonquin College<br />

an interactive experience, enhance<br />

classroom learning, and motivate<br />

young people to fur<strong>the</strong>r pursue<br />

technology education and training.<br />

More than 10,000 students<br />

across 80 countries have competed<br />

in regional NetRiders competitions<br />

over <strong>the</strong> past year. The U.S. and<br />

Canada NetRiders Theatre Finale<br />

competition involved more than<br />

45 teams representing 42 states<br />

and five provinces. Networking<br />

Academy students competed in a<br />

variety <strong>of</strong> activities, including a timed<br />

<strong>the</strong>oretical exam, a Cisco Packet<br />

Tracer network simulation activity,<br />

and a Cisco Packet Tracer exam.<br />

The top 10 winners received<br />

prizes, including a grand-prize study<br />

trip to Cisco U.S. headquarters in<br />

January 2011, which was awarded to<br />

<strong>the</strong> first- and second-place teams.<br />

O<strong>the</strong>r prizes included Flip video<br />

cameras and Linksys wireless routers.<br />

- The U.S. and Canada Theatre<br />

Winners were:<br />

• 1st Place: Carl Verge and Brian<br />

Wilson, Algonquin College<br />

(Ontario)<br />

• 2nd Place: Jeremiah Shore and<br />

Nathan Buchholz, Blue Ridge<br />

Community and Technical College<br />

(West Virginia)<br />

• 3rd Place: Alandra Oukrop and<br />

Kent Savage, Montana State<br />

University-Billings (Montana)<br />

• 4th Place: Ryan Stalets and Albert<br />

Kennis, University <strong>of</strong> Illinois-<br />

Springfield (Illinois)<br />

• 5th Place: Zachary Lichliter and<br />

Donald Block, West Kentucky<br />

Community and Technical College<br />

(Kentucky)<br />

• 6th Place: Michael Lowry and<br />

Michael Schanck, New Hampshire<br />

Technical Institute-Concord (New<br />

Hampshire)<br />

• 7th Place: Michael Antonette<br />

and Feng Yang, Sou<strong>the</strong>rn Alberta<br />

Institute <strong>of</strong> Technology (Alberta,<br />

Canada)<br />

• 8th Place: Michael Eckhart and<br />

Barry Fedon, Northamption<br />

Community College (Pennsylvania)<br />

• 9th Place: Ross Weseloh and Brian<br />

Berg, Lake Area Technical Institute<br />

(South Dakota)<br />

• 10th Place: Nathan Miller and<br />

Stephen Mesik, Youngstown State<br />

University Academic (Ohio)<br />

Global LT picks<br />

Lambert as global<br />

marketing manager<br />

Global- LT, Troy, MI, a language,<br />

translation and relocation<br />

destination services company,<br />

has hired Kristin Lambert as<br />

global marketing manager.<br />

With longer than 10 years <strong>of</strong><br />

industry experience in North<br />

America working alongside global<br />

companies, she brings a wealth <strong>of</strong><br />

experience that will evolve Global-<br />

LT’s global marketing strategy.<br />

In her previous roles, she<br />

worked for MWW Group where she<br />

specialized in public relations work<br />

for Volkswagen. Her dedication<br />

and experience has landed her<br />

an excellent placement record, a<br />

rolodex <strong>of</strong> media contacts and an<br />

eye for creativity and cutting edge<br />

marketing strategies.<br />

Lambert’s position is integral to<br />

<strong>the</strong> continuing growth that Global-<br />

LT has seen in its longer than 30-<br />

year existence. She will support<br />

US-based headquarters as well as<br />

remote <strong>of</strong>fices in London, Hong<br />

Kong and Frankfurt.<br />

Kristin Lambert has longer than<br />

10 years experience in North<br />

America working alongside global<br />

companies.<br />

On March 17, 2011 <strong>the</strong> Manitoba<br />

Customer <strong>Contact</strong> Association held<br />

an education forum “$peaking to a<br />

$ucce$$ful, $ound Future. The key<br />

topics included: Social Response and<br />

<strong>the</strong> <strong>Contact</strong> Centre, (and <strong>the</strong> impact<br />

on contact centres ;) Remote is Green<br />

(trends and successes with a variety <strong>of</strong><br />

remote applications); What’s Working<br />

and What’s Not in Recruitment,<br />

Recognition, Retention; and Tapping<br />

into an Untapped Labour Pool (and<br />

meeting diversity requirements).<br />

MCCA staff thanks all presenters<br />

and delegates for <strong>the</strong>ir part in adding<br />

to <strong>the</strong> success <strong>of</strong> this event.<br />

Visit <strong>the</strong> Web site www.mcca.<br />

mb.ca and watch for fur<strong>the</strong>r details<br />

on: -<br />

1. The Annual General Meeting<br />

(AGM) is scheduled for Thursday,<br />

May 12, 2011 4:00 – 6:30 p.m. at<br />

<strong>the</strong> Fairmont Winnipeg, Wellington<br />

Room, 1 Lombard Place, Winnipeg.<br />

2. Mark your calendar for May 26,<br />

2011 and plan to attend <strong>the</strong> fun<br />

golf tournament being held at <strong>the</strong><br />

Kingswood Golf and Country Club,<br />

La Salle, Manitoba.<br />

The MCCA exists to promote <strong>the</strong><br />

development and sustainability <strong>of</strong><br />

a growing, healthy and dynamic<br />

industry. Find out how membership<br />

can add value to your organization.<br />

28 contact management.ca March / April 2011


Association news<br />

The International Customer Service<br />

Association (ICSA) Toronto Chapter<br />

will be hosting its 14 th annual<br />

Customer Service Conference on<br />

May 4 th & 5 th in Mississauga, ON, at<br />

<strong>the</strong> RBC building. It is entitled “3D<br />

Customer Service.”<br />

Topics include building social<br />

networks, personnel management<br />

techniques, how to improve<br />

customer satisfaction, outsourcing,<br />

analytics, <strong>the</strong> voice <strong>of</strong> <strong>the</strong> customer<br />

and more. Speakers are industry<br />

experts and <strong>the</strong> conference will also<br />

feature a panel discussion.<br />

Brochure and registration forms<br />

are available on <strong>the</strong> Web site, or<br />

people can contact ICSA Toronto<br />

Chapter for more details. Some new<br />

programs and initiatives will be<br />

launched at <strong>the</strong> May Conference.<br />

Participants will have an<br />

opportunity to visit and learn from<br />

<strong>the</strong> vendors on a host <strong>of</strong> different<br />

items including technology,<br />

processes and systems. The<br />

association recommends registering<br />

early to avoid disappointment.<br />

There are also vendor and<br />

sponsor opportunities left for <strong>the</strong><br />

May Conference. Those who want to<br />

be recognized as a customer service<br />

leader can be a part <strong>of</strong> this success.<br />

ICSA Toronto Chapter has completed<br />

a number <strong>of</strong> public training<br />

sessions so far in 2010. It has a few<br />

more coming up including its popular<br />

Customer Service Fundamentals<br />

certification course and Coaching<br />

for Performance. Check <strong>the</strong> events<br />

calendar section <strong>of</strong> <strong>the</strong> Web site for<br />

more information.<br />

For more conference and<br />

association information, visit <strong>the</strong><br />

Web site at www.icsa.on.ca or call<br />

905-477-5544.<br />

The year opened with some<br />

disappointing news in <strong>the</strong> contact<br />

centre industry in New Brunswick.<br />

The RCI division <strong>of</strong> <strong>the</strong> Wyndham<br />

Worldwide centre in Saint John<br />

announced in February that it would<br />

be laying-<strong>of</strong>f approximately 300<br />

employees. Though more than 600<br />

jobs will remain at <strong>the</strong> centre, <strong>the</strong><br />

news was a terrible blow to <strong>the</strong><br />

affected employees.<br />

As it has done in <strong>the</strong> past,<br />

<strong>Contact</strong>NB took a lead role along with<br />

Enterprise Saint John in assisting<br />

Wyndham with a career fair to help<br />

find new opportunities for employees<br />

with o<strong>the</strong>r companies. The response<br />

from <strong>the</strong> local contact centre<br />

community and local businesses was<br />

nothing short <strong>of</strong> incredible as more<br />

than 30 employers and agencies<br />

registered for <strong>the</strong> event to meet <strong>the</strong><br />

employees and discuss opportunities.<br />

Wyndham also provided<br />

employees with workshops to<br />

upgrade resume writing and<br />

interview skills. The hope is <strong>the</strong>se<br />

efforts will help <strong>the</strong> employees make<br />

a smooth transition.<br />

<strong>Contact</strong>NB is moving <strong>ahead</strong> with<br />

an aggressive schedule <strong>of</strong> events<br />

over <strong>the</strong> course <strong>of</strong> <strong>the</strong> spring and<br />

into <strong>the</strong> summer. March ended with<br />

a successful session “Essentials<br />

for HR Managers” which brought<br />

HR pr<strong>of</strong>essionals up to date with<br />

recent legislative changes and court<br />

rulings on labour law and HR cases.<br />

The session also helped clarify <strong>the</strong><br />

use <strong>of</strong> social media in recruiting in<br />

performance management. In April,<br />

<strong>the</strong>re will be best practice sessions in<br />

Quality and Workforce <strong>Management</strong><br />

and <strong>the</strong>n a technology roundtable<br />

in May.<br />

The 2011 Awards <strong>of</strong> Excellence is<br />

coming up June 9 in Saint John and<br />

will feature MC Mark Black who will<br />

deliver an inspiring message <strong>of</strong> hope<br />

and perseverance. The gala dinner is<br />

expected to draw approximately 225<br />

people from across New Brunswick<br />

as well as industry supporters from<br />

around <strong>the</strong> region to see a recordnumber<br />

<strong>of</strong> awards handed out to <strong>the</strong><br />

industry’s best.<br />

Even though spring has barely<br />

begun, plans are well underway<br />

for this fall’s <strong>Contact</strong> Atlantic<br />

conference coming up November<br />

2-3 in Fredericton. One <strong>of</strong> <strong>the</strong><br />

keynote addresses will be delivered<br />

by Bernard Lord, president and<br />

CEO <strong>of</strong> <strong>the</strong> Canadian Wireless<br />

Telecommunications Association and<br />

former New Brunswick Premier.<br />

More speakers and sessions will be<br />

announced in <strong>the</strong> coming weeks.<br />

For more information on any <strong>of</strong><br />

<strong>Contact</strong>NB’s events, visit <strong>the</strong> Web site<br />

at www.contactnb.ca.<br />

In a message, Membership<br />

Development Chair Doug Swift<br />

notes <strong>the</strong> rewards and benefits<br />

<strong>of</strong> membership in <strong>the</strong> CAM-X<br />

Association are many. He cites:<br />

ongoing education for all levels <strong>of</strong><br />

organizations; invaluable networking<br />

opportunities; a most unique<br />

willingness to share information and<br />

ideas with direct competitors; <strong>the</strong><br />

Award <strong>of</strong> Excellence and <strong>the</strong> Call<br />

Centre Award <strong>of</strong> Distinction, which<br />

have raised service levels within <strong>the</strong><br />

industry exponentially; <strong>the</strong> inherent<br />

bonus <strong>of</strong> developing and solidifying<br />

lifelong friendships; <strong>the</strong> venue to<br />

grow personally and pr<strong>of</strong>essionally by<br />

helping each o<strong>the</strong>r. And <strong>the</strong> list goes<br />

on and on.<br />

He points out CAM-X also has two<br />

o<strong>the</strong>r very prestigious awards, one<br />

designed to promote recognition <strong>of</strong><br />

member companies and <strong>the</strong> o<strong>the</strong>r to<br />

reward <strong>the</strong> employees who day in and<br />

day out exemplify that which is <strong>the</strong><br />

true mission <strong>of</strong> <strong>the</strong> association.<br />

The Tom Ryan Award for Ethics,<br />

Integrity and Quality Above All<br />

recognizes industry leaders in <strong>the</strong><br />

answering service and contact<br />

management industry whose<br />

companies are founded on principles<br />

<strong>of</strong> quality service delivery, ethical<br />

business practices, commitment to<br />

a progressive working environment,<br />

and on contribution to <strong>the</strong> business<br />

and industry communities. This<br />

award is <strong>the</strong> highest honour that<br />

can be bestowed upon a member<br />

organization.<br />

The Donald Swift Education<br />

Endowment (DSEE) is borne <strong>of</strong> <strong>the</strong><br />

belief that if an individual is given an<br />

opportunity not normally available<br />

to <strong>the</strong>m, a motivated personality will<br />

deliver amazing results. It is designed<br />

to assist one dedicated employee<br />

(who may not normally be afforded<br />

this opportunity) <strong>the</strong> chance to<br />

experience <strong>the</strong> value <strong>of</strong> a CAM-X<br />

convention.<br />

This outstanding achievement<br />

award (DSEE) is presented to <strong>the</strong><br />

person who is deemed to most<br />

exemplify <strong>the</strong> mission statement<br />

and values promoted by CAM-X.<br />

The winner will be rewarded with<br />

<strong>the</strong> chance to actively participate in<br />

<strong>the</strong> CAM-X annual convention and<br />

trade show with all <strong>the</strong>ir expenses,<br />

including conference registration,<br />

accommodation and travel being paid<br />

for from <strong>the</strong> DSEE fund.<br />

He encourages members to<br />

submit applications for <strong>the</strong>ir own<br />

organization or nominate ano<strong>the</strong>r<br />

company <strong>the</strong>y believe is deserving<br />

<strong>of</strong> one or both awards. Applications<br />

can be obtained at www.camx.ca. All<br />

CAM-X member <strong>of</strong>fices are eligible to<br />

participate in each award.<br />

<strong>Contact</strong> Centre Nova Scotia (CCNS) is<br />

looking forward to an exciting spring!<br />

CCNS will be holding its Annual<br />

Awards Gala on May 12, 2011 from<br />

6:00 pm – 10:00 pm at <strong>the</strong> Lord<br />

Nelson Hotel in Halifax, Nova<br />

Scotia. Hosted by media personality<br />

Morrissey Dunn, and sponsored<br />

by NSBI, <strong>the</strong> event provides an<br />

opportunity to celebrate <strong>the</strong> Industry<br />

and its people. Awards will be<br />

provided in <strong>the</strong> following categories:<br />

• Leader <strong>of</strong> <strong>the</strong> Year;<br />

• Community Involvement Award;<br />

• Innovation Award;<br />

• Employee <strong>of</strong> <strong>the</strong> Year Award.<br />

As well for <strong>the</strong> first time, CCNS will<br />

introduce an Environmental Award.<br />

Tickets are $75.00 each or $750.00<br />

for a table <strong>of</strong> 10.<br />

Later in June, CCNS will hold its<br />

Annual General Meeting (AGM).<br />

For more details about <strong>the</strong> Gala<br />

and AGM, check <strong>the</strong> Web site www.<br />

contactcentrenovascotia.com or<br />

contact Executive Director Janet<br />

Hawley at 902.818.2745.<br />

March / April 2011 contact management.ca 29


Business Directory<br />

inbound/outbound call services<br />

VOXDATA named<br />

one <strong>of</strong> <strong>the</strong> top<br />

outsourcing call<br />

centers in<br />

North America<br />

Founded in 1995, VOXDATA provides inbound and outbound call services in English and<br />

French. A member <strong>of</strong> <strong>the</strong> Canadian Marketing Association, VOXDATA is ISO 9001-2000<br />

certified. VOXDATA ranks 321st out <strong>of</strong> Quebec’s top 500 companies according to Les<br />

Affaires magazine. In 2009, VOXDATA was also named best outsourced call center in<br />

<strong>Contact</strong>CenterWorld.com’s Members’ Choice Awards.<br />

education & training<br />

About VOXDATA<br />

Montreal Toll free: 1-800-861-9599 | Toronto 416-224-8482<br />

MONTREAL, April 14 /CNW Telbec/ - For a thirteenth consecutive year, VOXDATA has been<br />

recognized by <strong>the</strong> U.S. magazine Customer Interaction Solutions as one <strong>of</strong> North America’s<br />

top call center companies. VOXDATA, headquartered in Montreal, was ranked tenth among<br />

North American call centers. These ratings are used as <strong>the</strong> benchmark by organizations or<br />

corporations seeking teleservices support.<br />

VOXDATA captured <strong>the</strong> number ten spot in both <strong>the</strong> inbound and outbound categories.<br />

“We are proud <strong>of</strong> our company’s position in <strong>the</strong> call center industry,” said France Couture,<br />

VOXDATA president. “We have put a lot <strong>of</strong> effort into recruiting top pr<strong>of</strong>essionals-most<br />

recently a vice president for client experience-so as to maximize <strong>the</strong> focus on <strong>the</strong> quality<br />

<strong>of</strong> service <strong>of</strong>fered to our clients. We have also increased our production capacity, primarily<br />

through major investments that helped us expand our Montreal and Toronto <strong>of</strong>fices. This<br />

recognition shows clearly that those efforts are paying <strong>of</strong>f.”<br />

VOXDATA’s call center management expertise enables it to <strong>of</strong>fer continuous call services<br />

adapted to a clientele composed predominantly <strong>of</strong> financial institutions, public service or<br />

telecommunication companies, and insurance firms.<br />

Founded in 1995, VOXDATA provides inbound and<br />

outbound call services in English and French. The<br />

firm is headquartered in Montreal and has an <strong>of</strong>fice<br />

in Toronto. A member <strong>of</strong> <strong>the</strong> Canadian Marketing<br />

Association, VOXDATA is ISO 9001-2000 certified.<br />

VOXDATA ranks 321st out <strong>of</strong> Quebec’s top 500<br />

companies according to Les Affaires magazine. In<br />

2009, VOXDATA was also named best outsourced<br />

call center in <strong>Contact</strong>CenterWorld.com’s Members’<br />

Choice Awards.<br />

Montreal<br />

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30 contact management.ca March / April 2011


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