econtact
DESCRIPTION
eContact. Walk-though And Discussion with PSCIOC-PSSDC May 19, 2004 Joint PSCIOC-PSSDC Meeting. Background. eContact responds to citizens needs by directing them to the appropriate contact/information, regardless of jurisdiction or location. - PowerPoint PPT PresentationTRANSCRIPT
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
1
eContact
Walk-though And Discussion
with PSCIOC-PSSDCMay 19, 2004
Joint PSCIOC-PSSDC Meeting
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
2
Background
eContact responds to citizens needs by directing them to the appropriate contact/information, regardless of jurisdiction or location.
Efficiencies in redirection costs across the call center network can be achieved at the same time as the citizen is better served.
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
3
Background
eContact will look at multi-channel access beginning with the telephone where an agent provides the link between the citizen and the required information or services, and will evolve to a citizen direct web access.
eContact is exploring the use of a Natural Language Processing (NLP) engine to interpret the citizen’s query and then locate a similar question from a database of questions and contact data provided by jurisdictions across Canada.
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
4
Background
Vision endorsed by PSSDC, Sept 2002 Presented to PSSDC/PSCIOC Feb 2003
– Unanimous endorsement by provinces to proceed to pilot– Prioritized project pilot as 1 of 3 projects in 2003-04.– Project governed by inter-jurisdictional SCOM, PSSDC-PSCIOC
Project Launched April 2003– Search Engine Analysis Gate, passed Sept 2003– Federal/Provincial/Municipal Funding secured, Oct 2003 (PPA to Mar
2005)– Development of a prototype for pilot implementation June 2004
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
5
The Challenge
Key aspects include: The critical mass that is necessary to make the solution effective and
viable within a geographical area, within and/or across a jurisdiction; The degree to which questions from citizens are common across
Canada and to leverage from reuse, regardless of jurisdiction; The level of complex queries that eContact can resolve to provide
accurate contact information; The degree to which the NLP can help to close the gap between
government terminology and citizens; and Understanding effective business models to manage and maintain
the questions and contact information.
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
6
Critical Path
1. First Pilot - Manitoba (MB) – Release 12. Second Pilot – Release 1A3. Third Pilot – Release 2
• Data Gate• Begin EPA / COTS RFP Development• Evolve Bus. Case and Sustainability Model
4. Fourth Pilot – Citizen Interface – Release 35. Governance6. Effective Project Approval7. COTS RFP May ’05 Contract Award
Aprl Jun Aug Oct
1 2 3 54 6
Dec Feb
September ’05 Operational System
7
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
7
Evolving Intermediation (EI)
Apr Jun Aug Oct
1 2 3 4 5 6
Dec Feb
1. Cogilex Contribution to EI - Release 1A RFP - 3 Intermediation Engine Proof of Concept (POC)
2. Evaluation of POCs using pilot data capture experience 3. EI - Release 24. Intermediation engine RFP – with Citizen Web Access Specs5. Evaluation using Pilot data capture experience
Gate - No Go: Define different approach6. Go: EI Release 3
Include Specifications in COTS RFP
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
8
Pilot project
Winnipeg Pilot Scope– City of Winnipeg– C/MBSC
Yukon Pilot Scope– City of Whitehorse– Service Yukon– HRSDC
Ontario and New Brunswick Pilots Exploring Federal pilot
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
9
Other Key Activities
Communications– Stakeholders – Organization Structure to Manage Assets– Document Control and Management– Communication Tools
Engagement Strategy– Call Center Targets– Call Center Profiles– Candidates Guide
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
10
Other Key Activities Information Management
– Policy review and strategy as they apply across levels of government.
– Preliminary Privacy Impact Assessment– Collect existing FAQs, Contact, and Meta models
Leveraging From FAQs – Create questions with common language and colloquialism– Subject Matter Expert– Increases data sets– Potential to facilitate data gathering – Comparative Analysis
Engine response Cost evaluation
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
11
Steering Committee Key Decision Points
Data Collection and Maintenance Gate - Sept 2004– Review of costs and benefits – basis for a business case
Project Go-No Go Gate - Mar 2005– Pilot Assessment results, sustainability and final go-no go
decision made.
Effective Project Approval Gate - Mar 2005– Treasury Board Submission is developed and approved
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
12
Data Collection and Maintenance Gate
• Development of a cost assessment model that will be populated as a result of pilot activities
• Defining testing models to validate results
• Call Center spectrum of environment assessment
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
13
Evolving the Business Case
Approach: Documentation Review
Develop Evaluation Framework & Plan
Data Collection, Consolidation & Analysis
Improve and repeat with eye on Gate 5
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
14
Evolving the Business Case
Business Case EPA
Manitoba
PPA
Yukon
N.B.
Ont.
WinnipegCMBSC
SCOPING
WhitehorseService YKHRSDC
FederalProvinceCity
Service NB
eContact Steering Committee
Prototype
InterfaceUsability
CitizenCentricService
Bus.Process
Inter-Jurisdictional
KnowledgeCapture
Tech-nology
ServiceLevels
Cost
CitizenSatisfaction
PrototypeFunction
SustainableModel
Ops/Bus Plan
COTSSolution From the Perspective
of each Stakeholder
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
15
Evolving the Business Case
CSF – Active Participation
From Pilot Participants
1. Principle Objectives for each Performance Indicators
2. What To Measure/Evaluate
3. How To Measure/Evaluate• Pilot/Extrapolation/Estimation• Other (e.g.. Research, Others’
experience)• Quantitative/Anecdotal/
Qualitative• Sometimes even Notional
(e.g. Citizen Experience)
A
C
T
I
V
I
T
I
E
S
Outcomes: - Efficiency, - Effectiveness, - New Outcomes
InterfaceUsability
CitizenCentricService
Bus.Process
Inter-Jurisdictional
KnowledgeCapture
Tech-nology
ServiceLevels
Cost
CitizenSatisfaction
PrototypeFunction
From the Perspective of each Stakeholder
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
16
Performance Indicators Sample
Client Satisfaction
Call Escalation Logs
Client Complaints Logs
Quality Monitoring of Calls
First Call Resolution
1
1
Client means the Enquirer
How to Measure
Outcomes
What to Measure
Accuracy of contact info
Accessibility
Client satisfaction
Improved experience
Client Satisfaction
Call Escalation Logs
Client Complaints Logs
Quality Monitoring of Calls
First Call Resolution
1
1
Accuracy of contact info
Client satisfaction
Improved experience
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
17
Performance Indicators Sample
Service Levels
What to Measure
How toMeasure
OutcomesCall Monitoring Scorecard
Tracked through internal systems
First Call ResolutionAccuracyAgent utilization rateAverage after call work timeNumber of Calls Handled / AnsweredCall Duration / Speed of Answer
Training TimeSpan of ControlAbandon Rate
Cost per callCustomer Call BacksSurveysStandards and targetsComparison with national/call centreChanges over up to 4 iterations of pilot
Agent Cost
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
18
Performance Indicators Sample
Business Processes
What to Measure
How toMeasure
Outcomes
Changes in Effort
Changes in Client Satisfaction
StandardsInspection PointsError RatesCycle Times
Other
Up to 4 iterations (Measure, improve, repeat)Comparison of old & newStructured InterviewsNew / changed Process MapsBaseline data or current process maps
Changes in ResponsivenessChanges in Accuracy
Lessons LearnedStreamlined ProcessesImpact on Direct CostsImpact on QualityNew Outcomes
ArbitrationAuthoritative SourceQuery HandlingData Gathering
Data Maintenance Intranet basedPaper based
Citizen QuestionsFAQ
Processes Impacted
Internet based
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
19
Performance Indicators Sample
Knowledge Capture
How to Measure
OutcomesImprove Service Delivery
Improve Citizen Satisfaction
Overlap and Redundancy of Services
Service Improvement Suggestions
Surveys
Interviews
What to Measure
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
20
Evolving the Business Case Timeline
1. Start Draft Evaluation Framework & Plan2. Finalize with Manitoba Pilot Participants3. Update Framework & Plan for Release 1A
• Implement for Release 1A Pilot• Data Collection• Data Consolidation & Analysis
4. Report, review Refine Assessment• With focus on Gate 5 (Sept)• Repeat for Release 2 and 3 with Pilots
5. Business and operational plan6. Effective Project Approval
Aprl Jun Aug Oct
1 2 3 44 5
Dec Feb
64 4 4 4
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
21
Project Go/No Go Gate – Mar 2005
Sound Business CaseSustainable Business and Operational PlanGovernance
– Crossing Boundaries National Council– Organizational options (e.g. Not-for-profit
organization)
Version 1.0 Approved by PSCIOC-PSSDC Coordinating Committee
22
END