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How We Do It

Our Assessment Methodology

Our Service Management methodology consists of a mix of activities, performed by senior consultants from Customer Centricity. The depth and duration of each task below is performed at a level commensurate with the Operations / Service Management area within the scope of the assessment.

Activity

Description

 

Self-Assessment

Key stakeholders for each area in the scope of the assessment complete a self-assessment questionnaire. This enables Customer Centricity to have advanced insight into areas that may require special attention once on-site.

 

Interviews with Key Personnel

Customer Centricity meets 1-on-1 with key employees to obtain their input on what is working well, where they feel there are opportunities for improvement and general observations related to the areas within the scope of the assessment. The interviews consist of obtaining objective input against specific items considered as best practices within each Operations / Service Management area.

 

Observation of Personnel

Customer Centricity will shadow personnel that are performing in key roles within the area being assessed.

For example, for the Service Desk / Contact Center assessment this would entail observing Customer Service personnel handling customer inquiries. The intent of this step is to observe the interaction of people (employees, customers and partners/providers), process (the methods and techniques used to handle customer inquiries and partner/provider support) and technology (tools used to automate the customer service process).

 

Focus groups

This step consists of managers meeting with Customer Centricity for interactive dialog on those items within the scope of the assessment.

 

Mystery customer

To the extent feasibly possible Customer Centricity will:

  • Call into the customer service number to assess the customer experience within the phone-tree up to and including the point of getting a live representative.

  • Access the customer service extranet to assess the online experience.

Competitive Research and Benchmarking

Customer Centricity will perform the mystery customer step (outlined above) with those organizations that the client identifies as key competitors. Additionally, Customer Centricity will obtain benchmark data for the client to compare itself against.

 

Customer Interviews

Customer Centricity will call a group of selected customers to obtain their input on Operations / Service Management effectiveness.

 

Consolidate findings and recommendations

Customer Centricity will “regroup” post the on-site assessment to discuss the outcome and consolidate findings and recommendations.

 

Provide read-out

The outcome of the Operations / Service Management Assessment exercise is that of Customer Centricity providing a report of findings and recommendations resulting from the assessment. This read-out will organize recommendations based on the perceived cost/benefit with special emphasis placed on those items that can offer our client immediate payback.

 

Next Steps

It is assumed that recommendations resulting from the assessment will be considered for implementation. Implementation may be performed by the client’s staff or the client may wish to augment its team with external resources and specialized skills, or some combination of both. Customer Centricity is prepared to provide a high-level estimate of what it would take (investment, time-frame, client resources, etc.) to address those areas that bring the most value to the client in closing the gap between present and desired state.

 

Meet our founder. View Customer Centricity President and Founder Craig Bailey in a recent video interview.

 

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