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Note: The data and comment used in this report is for sample purpose only and does not represent actual data. MANAGING CUSTOMER EXPECTATIONS Presentation to TEFMA/FMA 2013

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Page 1: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

Note: The data and comment used in this report is for sample purpose only and does not represent actual data.

MANAGING CUSTOMER EXPECTATIONS

Presentation to TEFMA/FMA 2013

Page 2: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

TODAY’S TOPICS

It all starts with setting expectations

A framework for measuring

Examples

What it could look like in Customer focus

Summary

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Page 3: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

WHAT DOES CSBA DO?

Helps Tertiary Institutions provide value for money through a consistent customer service experience across all channels and departments.

Over 15 years’ experience helping over 40 Institutions on a regular basis to improve customer service.

Understands the tertiary sector and the challenges faced in an increasingly demanding climate.

Committed to helping our clients:

- Understand their customers’ expectations and experiences.

- Measure and track their customer service.

- Improve their customers’ experience.

Tried and tested framework for Customer Service measurement and improvement, mainly:

- Mystery Shopping Benchmarking.

- Customer Satisfaction Surveys.

- Training and Consultancy.

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Page 4: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

WHO DO CSBA PARTNER WITH?

A wide range of Tertiary sector and other organisations, including:

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Page 5: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

WHAT IS GOOD OR BAD CUSTOMER SERVICE?

The difference between good and bad service starts with setting expectations.

A charter is a good place to start.

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SCENARIO SAID DID SATISFACTION

A 30 minutes 40 minutes 6 out of 10

B 50 minutes 40 minutes 9 out of 10

Page 6: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

THE EXPERIENCE MAP IS CONTINUALLY CHANGING

The experience has to be consistent across a range of channels and requirements.

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Customers: Students, Academic

staff, Professional staff, visitors to the tertiary

institution.

Phone /IVR

Web

E-mail

SMS

Campus

Social Media

Letter

Mobile

GAP ANALYSIS

Expectations from dealing with other organisations

Actual Experience of dealing with tertiary institution

Maintenance Projects

Page 7: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

CUSTOMER CENTRIC ORGANISATION

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CUSTOMER CENTRIC

ORGANISATION

CHARTER

Customer Experience

Surveys

Objective Assessment

Set Customer Experience KPIs

External:

Customer

Internal:

Staff

Page 8: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

A SAMPLE OF PERFORMANCE MEASURES IN FMA

Most of the measures are in ‘hard numbers’ measures

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Source QUT website :Facilities Management Customer Service Level Agreements Revised January 2010 QUT

Page 9: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

AN EXAMPLE OF A FACILITIES MANAGEMENT CUSTOMER SATISFACTION SURVEY

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Source : UniSa Website

Page 10: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

A GOOD EXAMPLE OF EASE OF DOING BUSINESS

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Source QUT website :

Page 11: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

CUSTOMER CENTRIC ORGANISATION – WHAT IT LOOKS LIKE

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CUSTOMER CENTRIC

ORGANISATION

CHARTER

Customer Experience

Surveys

Objective Assessment

Set Customer Experience KPIs

External:

Customer

Internal:

Staff

First contact resolution

Keep me informed

Follow through on what was said

No of calls per transaction

Ease of doing business

Response times

Internal or External Quality Assurance program

Page 12: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

SUMMARY

Good service starts with setting clear service expectations across all touchpoints and processes, i.e. setting a charter.

The biggest issue revolves around customer expectation

- The focus tends to be on the problem rather than on the customer.

Customer Surveys should focus on the customer and measure what is important to them.

Performance indicators should be on ‘soft’ as well as ‘hard’ measures.

Internal measures should reflect what staff have in their control.

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Page 13: MANAGING CUSTOMER EXPECTATIONS · Set Customer Experience KPIs External: Customer Internal: Staff First contact resolution Keep me informed Follow through on what was said No of calls

QUESTIONS?

Customer Service Benchmarking Australia

Level 5, 10-16 Queen Street

Melbourne VIC 3000

T:+613 9605 4900

www.csba.com.au

Paul van Veenendaal

Managing Director