Staying ahead of the pack - Contact Management
Staying ahead of the pack - Contact Management
Staying ahead of the pack - Contact Management
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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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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 />
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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 />
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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 />
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30 contact management.ca March / April 2011
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