Fine-Tuning Your Quality Assurance Program
Quality Assurance (QA) provides the bridge between call monitoring and quality monitoring. It introduces a critical grading component into the call monitoring process, so captured calls can be measured against call center guidelines and procedures. Indeed, the process of quality monitoring begins with the creation of a quality assurance scorecard used to measure agent demeanor and performance as related to KPIs.
It’s an easy term to define, but a more difficult one to put into practice. Unfortunately, too many contact centers view quality assurance like it was one of those rotisserie ovens that used to be advertised on late-night informercials, where the pitchman says all you have to do is “set it, and forget it.”
That won’t work here – QA is a program that requires frequent monitoring and adjustment. It’s also a company-wide process where agents, coaches, customer input and technology must be coordinated to achieve optimal results.
If your contact center is not getting the most from its Quality Assurance efforts, here are some fine-tuning tips that may help identify and resolve any issues.
The Role of Agents
If your agents have not bought into the goals of the QA program, its chance of success has already been compromised. It is vital for managers to create the perception that QA is a program that requires their participation, and not a program created just to catch them making mistakes. This is often a problem with new agents, or when QA evaluation is first considered.
The more managers can solicit agent input, the more they will feel like part of a process, rather than being singled out as the cause of service issues. Toward that end, keep the lines of communication open on the call selection process, and ask for agents’ help in writing the best questions to rate each call. It’s also helpful to encourage self-evaluation of each agent’s recorded calls.
Another approach that works, especially with millennials, is to present aspects of the QA program as a game or company-wide contest. Offer prizes to agents for flagging their best calls, worst calls, funniest calls, and most unusual customer engagements. Not only will this make agents more attentive to QA during their shifts, it often collects the calls that will be most helpful in training current and future agents.
One more tip – give agents the opportunity to view QA from the reviewer’s perspective. For agents accustomed to the receiving end of QA evaluation, this provides a chance to review the performances of their peers, and perhaps learn something in the process. Those that are most perceptive should be considered candidates for your permanent QA team.
The Role of Customers
Customers provide the raw data used in Quality Assurance measurement. It’s essential to know what they’re telling you, in some cases what they are not telling you, and to make sure that customer survey scores are correlated with QA scores. If they are not, it’s possible you are not measuring what is most important to your customers.
When you are setting up your call selection criteria and creating QA forms, focus on the most significant type of customer feedback for this exercise, which is the content of their conversation with agents. The contact center can do little about other types of customer complaints (such as faulty products or confusing advertising) outside of noting patterns and passing that data on to other departments. For quality assurance purposes, only the conversation between the agent and the customer should be analyzed.
The Role of Coaching
Many contact centers schedule one coaching session per agent per month – then fall behind and wind up rushing through the last few on the 30th and 31st. Set up a reasonable schedule of weekly sessions that covers the full agent roster, and provides consistent feedback. This also makes it easier for proper advance planning prior to each session, which should include granting agents advance access to their QA evaluation and recorded calls. That gives them time to review the data and provide feedback, which results in a more productive session.
Some other helpful coaching tips:
- Follow-up with under-performing agents to confirm that recommendations from the last evaluation is being implemented
- Recruit consistently high-scoring agents to conduct peer-to-peer coaching
- Provide regular “job well done” feedback between evaluations to celebrate successful calls that stand out
Finally, and this should be obvious, coach agents that really need the coaching more frequently than those who deliver consistently.
The Tools of the Trade – and How to Use Them
Start with the QA form: confirm that the qualities that constitute a successful call are clear and well defined. Provide definitions and examples so there is no uncertainty. Make sure each part of the form is linked to a specific business goal or objective. Also keep in mind that there is something to be said for brevity – a form with 50 questions is not using anyone’s time efficiently. Like the express lane at the supermarket, keep it to 15 items or less.
Evaluating a random selection of calls will deliver valuable results, but the more you can target specific types of calls for review (by tagging them), the more insight you will gain into how these calls are being handled.
From a technology standpoint, analytics can increase the effectiveness of any Quality Assurance program. Speech analytics and desktop analytics can reveal problems that may otherwise go unnoticed, identify trends, and uncover solutions to better serve high value customers and high value accounts.
Should every call be monitored with speech analytics? Why not? As long as every call consists of the same components – greeting, closing, information verification, upsell opportunity, etc., it provides a way to analyze customer responses for a variety of factors, and further analyze agent performance on product knowledge, empathy and adherence to script.
For call centers, a Workforce Optimization solution that incorporates Quality Assurance, speech analytics and desktop analytics can play a significant role in boosting customer satisfaction and productivity, while reducing costs. But as the old song says, it ain’t what you do, it’s the way that you do it. Make sure your QA program and its personnel are striving toward the same goals.
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