Evolving a Strategic Call Center QA Framework

    There are no shortage of reasons why call center quality assurance is a necessity, and improving customer experience and net promoter score (NPS) frequently tops that list. However, building brand loyalty, and improving efficiency and productivity, as well as facilitating career growth must also be taken into account -- all with the end goal of boosting revenue and ROI.

    It is not a secret: contact center quality assurance measurement matters. Eighty-five percent of Call Center Quality Assurance leaders agree that evaluating agent performance and training requirements is fairly to very impactful to contact center success. The challenge is not in knowing the importance of quality assurance, but in the process and accuracy of data collection and analysis from multiple sources.

    QA in the Call center

    There are overwhelming amounts of data points associated with call center quality monitoring and measurement. And there is no dearth of methods available by which to collect those metrics. Time and resources are scarce and, for many, quality assurance data collection technology is lagging.

    Challenges to managing performance solved by strategic call center framework Challenges to managing performance Quality Assurance Managers are typically tasked with analyzing large amounts of QA metadata from both clients and callers who, to make things more complicated, often have significantly different goals. These metrics are plentiful and complex and take time to interpret into actionable improvements and coaching opportunities. It is easy to get bogged down by seemingly endless data points from the client side and the callers. One QA dashboard is needed to simultaneously view all essential data points at-a-glance.

    Taking a Step Back - A Look at the Quality Assurance Big Picture

    There are different types of call centers which generally vary by industry and by stages of growth, but when examined from a top-level perspective, a natural, evolution is revealed. Each call center, at one time or another, fits into, transitions through, or overlaps across three frameworks: operational, tactical, and strategic. 

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    Understanding quality assurance through with the help of these call center QA framework definitions provides a basis from which to identify goals and pinpoint key performance indicators, and more specifically, which of those KPIs delivers the most strategic long-term value.

    With an overarching ‘strategic framework’ as the end goal in mind, it remains essential to embrace elements of operational and tactical frameworks. Each contributes to a larger picture of success. Knowing which stage or stages your business is working through will help inform smart, strategic decision-making for growth.



    Level 1: Operational Quality Assurance

    An essential starting point, operational call center goals pertain to those companies focused on improving operational goals and who are necessarily spending time focused on process and workflows. These represent the integral nuts and bolts activities that get the job done on a day-to-day basis.

    Operational quality assurance helps to improve workflow practices by:

    • Maintaining consistent service delivery
    • Identifying poor performers
    • Measuring adherence to process and procedure
    • Tracking agent development and progress

    Operational quality assurance covers all of the basics and is absolutely necessary as companies begin to lay the groundwork for success in call center customer service and experience. While there is nothing inherently wrong with this approach to improving customer service, it is important to note that significant work may need to be done to evolve towards a more strategic quality assurance framework. However, a company, like its call center, must be fully-operational before moving on to more tactical and strategic approaches.

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    Level 2: Tactical Quality Assurance Framework

    A tactical quality assurance framework speaks to a company’s medium-term goals with more flexibility and foresight than operational goals. Tactical QA frameworks tend to be more changeable by definition.

    Tactical quality assurance goals include:

    • Improving client retention
    • Reducing staff churn/attrition
    • Identifying knowledge gaps
    • Looking for the root causes of poor service
    • Reporting on trends
    • Aligning tightly with business goals

    Tactical goals dive significantly deeper into understanding the customer service experience. Call center agents are encouraged to self-score their own success metrics on each of their calls, essentially acting as data collectors for Quality Assurance Leaders, who can now focus on coaching rather than data collection.



    Meet Kieran from Voxpro who explains how call center self-assessments drove customer satisfaction (CSAT) and NPS

    A tactical framework eliminates additional layers of data by personalizing the metrics and applying it specifically to the person behind the phone.

    Empowering call center employees to take ownership of their own performance tends to boost morale and reduce staff churn, but most importantly it outlines the root causes of poor service.

    Once specifically identified, these root causes may be directly addressed and improved. For example, employee self-scoring data contrasted with caller feedback often reveals challenges in expectations. These expectation gaps are immediately identified so that action may be taken to resolve direct pain points.

    Flexibility is built into this tactical framework so that it can be built upon and move towards a more strategic, big picture approach. But this stage of self-awareness and root cause identity is nevertheless an essential stepping stone in crafting an improved customer experience.

    Level 3: Strategic Quality Assurance

    A strategic QA framework approach takes into account all critical influences from the customer, from the business as well as from a compliance perspective. A company that adheres to a strategic quality assurance framework is prepared to depart from previous quality assurance practices and procedures in order to potentially increase revenue and ROI.

    Strategic QA frameworks are focused on long-term impact and may suffer some significant growing pains before measured improvements take place. With a top-down approach, senior leadership is charged with influencing employee buy-in towards this cultural shift. While it may seem daunting, the potential wins far outweigh the stagnation of the status-quo.

    A strategic QA framework aims to:

    • Improve Net Promoter Score (NPS)
    • Increase customer loyalty
    • Use QA as differentiator
    • Improve propensity to purchase

    Implementing a strategic QA framework moves away from quality assurance scores and focuses instead on actionable behaviors. When a call center has mastered both Operational and Tactical levels, they are ready to step away from the basics and focus on what will deliver measureable business results. It shifts from a culture of potential micromanagement to one of listening, evolving, and mutual respect. In simplest terms: happier call center representatives equal happier callers.

    Defining a Great Customer Service Experience

    Clients and call center representatives alike have the same goal: To use quality assurance to achieve strategic goals and drive positive customer service experience.

    When call center representatives are asked to describe a great customer experience in three words, the predominant choices include: consistent, needs, expectations.

    One word Customer service-min

    Consider your own call center model and think about where it may fit within these overlapping frameworks. Knowing  where you are is essential in determining where you are heading and how you wish to successfully get you and your team from ‘always the same’ to ‘always evolving.’

    Are you and your leadership team thinking about quality assurance and customer service from an operational, tactical, or strategic perspective? In a business based upon human-to-human interaction, there is no reason data from disparate sources should overwhelm decision makers. When viewed from an overall QA framework perspective, the data can be viewed in a dashboard and analytics that are easier and measurable ways to help improve and to empower.

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