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This file was generated by Descript 

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Dave Hoekstra: Welcome to Working
Smarter, presented by Calabrio where

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we discuss contact center industry
trends and best practices, as well

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as sharing success stories and pain
points with some of the most innovative

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professionals in the industry.

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We're glad you're joining us to
learn and grow together in order to

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provide world-class customer service
to each and every one of our clients.

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My name is Dave Stra, product evangelist
here at Collabreo, and my guest

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today, I am super excited because
we have the legendary Jim Davies.

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Now, Jim Davies recently joined
Collabreo as Chief Experience Officer,

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but as you'll probably learn today,
has an extensive amount of background

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in the contact center industry
with his time at Gartner, and I am.

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This is of like interviewing one of
your heroes here, to be honest with you.

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So Jim, how are we doing today?

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Jim Davies: Oh yeah, very good day.

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Thank you.

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And I'm very kind you to say hero.

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I've not been called that before.

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Dave Hoekstra: Oh.

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It's it truly is.

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And I remember when when it was announced
that we were hiring you, it was I can

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imagine someone's, that's like their.

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Baseball coach in little league
is, the MVP of the American

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League or something like that.

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So it's really fantastic to have you here.

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And so I'd like to I'd like to, before
we get into the topic of today, which

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we're gonna talk about some of the
things that contact centers could do

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to look towards the future I'd like to.

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Hear a little bit about your background.

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Tell us how you got here now.

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I did a little research before we
started, and I see that not only in your

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time at Gartner, but you are also the
guitarist for Prodigy, the prog rock band.

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Is that yeah.

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Jim Davies: I saw Is that
a different Jim Davies?

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It's possibly a different guy.

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Yeah.

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And I didn't, Create Garfield.

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Either that's somebody else's again.

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But no, my, my background is
actually quite unusual for being

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in this position now because I was
a Gartner analyst for 22 years.

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But before that I was
actually a scientist.

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So I used to work for the Ministry
defense as an organic chemist.

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So I was a classic person in a
laboratory with a white coat mixing

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A and B and having fun there.

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But yeah, moved into Ghana primarily
because I had the right sort of

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thought processes, the right of
analytical minds, and I became one

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of Ghana's lead analysts for customer
experience and contact center.

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So I've been tracking the, what
used to be called workforce

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optimization market, and then I
rebranded it to workforce engagement.

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Been tracking that for 15 plus years.

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But also as we were both
talking about earlier, most

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jobs you can't just do one job.

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I was also the Gartner's lead
analyst for Voice of the Customer.

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I'm one of our lead customer
experience analysts.

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Dave Hoekstra: So let's, I I would,
I've, this is actually a great question

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that I've been meaning to ask you.

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You are directly responsible for every
time I talk to a customer or a client

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or a contact center, and I have to say
the phrase uh, w e e M, but I always

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have to add the clarifier after it.

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What used to be called W F O what's the
story behind the shift in branding there?

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. And why are you responsible for torturing
all of us in the contact center?

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Jim Davies: I think that's what it is.

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An analyst, you can't let
the vendors have it easy.

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You've always gotta make them work.

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So yeah we changed the acronym,
but no, seriously, I, the W F O

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acronym was around for 7, 8, 9
years, and it was very much focused

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on driving operational performance.

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Whereas what I felt was missing was
the emphasis on the employee and the

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engagement level of that employee.

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Now, they were treated like
a cog in the machine, a.

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They weren't human beings.

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So I thought we, we have
to change that perception.

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And the best way of doing
that is to change the acronym.

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And so we change the acronym from W F
O to WEM, but at the same time change

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the technology and the functionality
that's associated with that acronym.

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So all of the old original W F O functions
and traditional recording qm, workforce

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management, they were still there,
but now they were looked at through

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a different, So workforce management
wasn't just about how do we forecast

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and schedule as efficiently as possible.

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It's now also a tool that can help
drive employee engagement because

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you're giving those employees greater
flexibility on when they come to work.

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So it's looking through the
same technologies through a

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different lens as part of it.

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But then the other part of it was
overlaying it with new technologies

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things like real-time assistance,
automation, gamification, things

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that can really help drive that
engagement level of the employee even.

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Dave Hoekstra: Yeah.

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And I do sincerely appreciate that kind of
rebranding and relenting of the discussion

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because I, like a lot of people in the
industry used to wear the headset, right?

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I slogged through years of
customer service on the end

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of being in a contact center.

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I reflect back to my early days and
I never really thought of it, I never

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really thought of, Hey, here's a
piece of paper that has your breaks

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and lunches on it, and this is, sit
down, shut up, and take calls, which

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is, know, what I often refer to as.

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The old school contact center, and now
the new school contact center is very much

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when would you like to take your breaks?

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What schedule would you prefer?

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W making sure we're involving the
entire workforce and engaging it

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as opposed to just optimizing it.

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And so I, I.

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, I agree with your sentiment.

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Just know that it has caused me I, I've
lost a lot of productivity in meetings,

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having to say what used to be called W F
O as part of it, but mission accomplished.

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I think W E em has taken a nice
solid foothold into what we do.

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And I'm I think we're
gonna be better for it.

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Yeah, in

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Jim Davies: addition to, it being
the right thing from the employee's

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point of view, there's gonna
be a massive uptick in how that

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influences the customer experience
because it is a bit of a cliche.

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But if you've got a happy employee,
you've got a happy customer and so

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therefore you're more likely to have a
higher retention growth, all the things

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we care about as organizations, you're
gonna get those cuz you've got a happy,

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engaged employee who's going above
and beyond delivering that experience.

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So it's gotta be a win-win.

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Dave Hoekstra: It's a
cliche because it's true.

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Yeah.

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I've said this many times before,
when you go into a business, it

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doesn't have to be a contact sentence.

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This could be any business.

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You can almost immediately tell whether
the employees are engaged or not.

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Sometimes that means they're.

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They're being paid appropriately.

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But a lot of times it also
means that their work-life

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balance is being addressed.

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That their personal needs are being
addressed, that they're getting

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fulfillment out of their job.

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And you can also very easily
tell when they're not engaged

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and it's pretty obvious.

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And, there's a, it's
the alchemy of creating.

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And fostering a great work environment
is a pretty complicated formula.

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There's no one magic bullet
or, formula that does it.

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But engaging the employees is
definitely a sizable chunk of that.

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So it's good to see, and I personally
appreciate it, as do many other people.

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And hopefully we're creating a new
wave of contact center management.

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We continue to grow the engagement
of the overall workforce as opposed

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to just the optimization of.

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. Absolutely.

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That's fantastic.

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All right, so

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Jim Davies: say one, one final point
on that as well is I believe that

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it's becoming even fundamentally more
important because the more the well

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pushes towards AI and automation and
sales service and all the digital

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channels that don't involve an agent,
the more we're gonna find that when

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those channels can't help us and we
have to escalate to a human, that

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customer's already a little bit frustra.

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And so this human being,
this agent, they're the last

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chance to save the experience.

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And so if they're not engaged and
they're not willing to help that

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customer and put the effort in, then
that's gonna be very detrimental to

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the overall loyalty of that customer.

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So it's more important now than ever.

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Dave Hoekstra: more important.

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Yeah.

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As the tools get better the EM
empathy becomes more important.

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It's a loose adage to
what we're talking about.

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And it actually leads very well into
kind of the point that we wanted to

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discuss with you today is the idea of.

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What contact centers might need
to be looking for the future?

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Your time as a Gartner analyst,
you've spent a lot of time analyzing

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the tools and the processes
and things that are out there.

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And as we look to the future
what should we be focusing or

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should we be thinking about?

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Jim Davies: I.

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There, there are so many cool
things we can think about to improve

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the experience in the future.

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In the future, and improve
our service operations.

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But actually I don't think that's
what we should be doing at the moment

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because what I've seen from many years
of being an analyst is that we are just

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doing a really bad job of the basics.

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Now we tend to get carried
away with the new shiny toy.

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The new ai, the new this, the new that
we, we latch onto that as the savior.

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But actually, if we want to do the best we
can do right now, just doing those basic

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things better is what we need to focus on.

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And the analogy I always
use is I buying a car?

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When you go and buy a car, The brakes
of that car are not very glamorous.

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Now, you're not gonna choose a car
because it's got good brakes or bad

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brakes, but if you buy that car and
you get to the first junction and that

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car doesn't stop because the brakes
don't work, then you're gonna be pretty

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unhappy with that car and that's gonna
ruin your experience of owning that car.

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but if the brakes do work, you're
never really going to tweet about

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the amazing brakes on your car.

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So having the brakes working
really well is fundamentally

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important for your car ownership.

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But you are never gonna
start raving about it.

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You're never gonna put it into
Facebook, you're never gonna tweet

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about it just because the brakes work.

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But if they don't work,  very bad.

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Now the opposite of that could be having
Apple CarPlay or having a wifi within

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your car call, you're gonna tweet about
that absolutely is a great thing to

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have, but there's no point having that.

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If the brakes don't work, you could have
your Apple car play, but if the brakes

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don't work, there's no point and it
doesn't have any impact on the experience.

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And I think linking that
into customer service.

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We get carried away.

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So new shiny toys are the things
that are the equivalent of the

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the wifi or the upper CarPlay.

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Whereas the basics of say, having a
forecast that's accurate or having

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a QM program that actually fairly
es your staff are the basics.

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We've just gotta get those in place
first, which many companies don't.

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Before we start looking at these bigger,
more glamorous technology, invest.

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Dave Hoekstra: Yeah, I
think it's a great point.

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I often tell people that every
contact center out there, whether you

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have two agents or 200,000 agents,
every contact center does w e m.

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They just do it sometimes rather poorly or
they do it with ineffective tools, right?

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You can have very effective forecasts
through Excel spreadsheets, but you can

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also have very long manual processes
that take up a lot of extra time.

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That could be done in significantly
less time working through that.

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And let's maybe talk about some of.

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Examples?

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What, maybe give me a few things that
back to basics that that, that could

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be, it could be focused on by an
organization that maybe doesn't realize

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what their what the problem might be.

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Jim Davies: Yeah, and I think if you
look at it look at it across all contacts

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into technologies, it's just, it could
be things such as, when was the last

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time the knowledge base was updated?

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How accurate is information that those
agents are providing to customers?

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Is there a different knowledge base on the
website compared to the contact center?

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A small thing like that
can be quite profound.

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If you look at it from the routing.

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Or routing engine based
on where you come from.

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I I've worked for an American company
for so long now, , but bringing English,

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I dunno whether it's rooting or routing.

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I, so whichever way is
it bound to be wrong.

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But even the accuracy, does that
routing engine send that customer

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to the right agent or not?

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Most of the time it doesn't.

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Simple things like that
can make a huge difference.

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If you drill into the W F O WM space,
can that workforce management system

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cope with a hybrid working environment
where you've got some employees at

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home or some at work or doing a.

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Part part of each can the QM
system actually fairly and

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accurately assess an employee's
performance, identify training needs?

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Or is it more of a random lucky
guest to pick a call where you

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identify some training opportunities?

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So there's things like that that I think
we don't need to go massive investments

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of millions of dollars to try and focus on
some of these basic things that can make.

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Transformational difference in terms
of the performance, the center,

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and the experience we provide.

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Dave Hoekstra: It's a great point,
and you actually reminded me when

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I first got into this industry, I
went to some training over in London

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and I never caught more flack in my
entire life by saying call routing.

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Instead of call rooting it that
you actually brought back some

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past feelings there when you
mentioned that, so I remember

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Yeah.

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It was, it was the focus of the entire
week that how I pronounced specific words.

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But, there, there was a kind of
a theme in what you said when

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we're going back to basics.

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A lot of those, a lot of those
points that you made had to do.

00:13:07.032 --> 00:13:11.682
Focusing on the people and
focusing on the right things.

00:13:11.732 --> 00:13:17.702
Some of the things that are easy to solve
ba are basically how you look at the

00:13:17.702 --> 00:13:23.172
people that are performing the customer
experience operations in the organization.

00:13:23.172 --> 00:13:29.670
You mentioned focusing on quality and
instead of randomly finding, Being

00:13:29.670 --> 00:13:33.902
very pointed and detailed about the
information that you're looking for.

00:13:33.902 --> 00:13:39.280
For example instead of just listening
to a random call, how about we check out

00:13:39.280 --> 00:13:44.530
every single call from yesterday that
had more than two or three holds in it

00:13:44.920 --> 00:13:48.790
to find out why we're putting people
on hold so much, which leads you to.

00:13:49.100 --> 00:13:52.577
Updating the knowledge base because the
knowledge base isn't very effective.

00:13:52.577 --> 00:13:54.867
It's that trickle down
effect of making sure.

00:13:55.077 --> 00:13:59.907
And so I think that's a really great
point in, in, in working through that.

00:13:59.912 --> 00:14:05.184
So you mentioned, hybrid scheduling
the in-office versus at home,

00:14:05.184 --> 00:14:09.118
which is a big thing right now and
probably is not going away anytime.

00:14:09.214 --> 00:14:13.467
Being able to check on whether
you're reporting actually

00:14:13.557 --> 00:14:15.627
delineates between those two things.

00:14:15.687 --> 00:14:17.337
Those are actually really great points.

00:14:17.697 --> 00:14:24.671
And I wonder if there are suggestions,
just in general, what would you suggest?

00:14:24.701 --> 00:14:26.885
A co where could a contact center start?

00:14:26.967 --> 00:14:31.489
From to, to really take a step
back and look at what to do.

00:14:31.489 --> 00:14:35.596
How would, if someone came to Jim
Davies and said, Jim efficiency is down.

00:14:35.596 --> 00:14:37.626
We know why, but we don't really For sure.

00:14:37.628 --> 00:14:40.144
Where would maybe somebody start
to take a step back to the basics?

00:14:40.246 --> 00:14:44.986
Jim Davies: I think what I'd do is
make a list of every single process

00:14:45.136 --> 00:14:49.473
system, technology that, that is used
in that center and firstly identify,

00:14:50.223 --> 00:14:51.783
is this technology fundamental?

00:14:51.783 --> 00:14:55.304
Now, is this one of the must
have technologies that with

00:14:55.304 --> 00:14:56.594
it, we can't do with each?

00:14:56.834 --> 00:14:57.474
Can't do.

00:14:57.541 --> 00:15:01.846
And then, so that would be the basics of
the basic technologies or if it things

00:15:01.846 --> 00:15:06.976
that if we turn this off tonight, we're
still gonna be able to function, but

00:15:07.186 --> 00:15:10.065
we are not gonna be able to do maybe
ABC on top of what the basics are.

00:15:10.485 --> 00:15:14.565
And then once you've identified those
two lists, then start to look at that.

00:15:15.600 --> 00:15:20.306
primarily looking at the basics list and
say if we had to, this is really crude,

00:15:20.306 --> 00:15:25.046
really basic, but if you said for each
of those technologies on that basic list,

00:15:25.046 --> 00:15:31.572
if you said, let's give ourselves a score
from one to 10 on how optimized that is

00:15:31.572 --> 00:15:36.334
really crude and get three or four people
who know that technology, get 'em to sit

00:15:36.334 --> 00:15:37.874
down and say, let's give you a score.

00:15:39.154 --> 00:15:40.564
It's just the best it can possibly.

00:15:41.494 --> 00:15:44.674
or we are just scratching the surface
of this technology now, the workforce

00:15:44.674 --> 00:15:48.454
management, for example, and if you've
got a score of between, you averaged

00:15:48.454 --> 00:15:53.374
out of less than five, outta 10, put
your priority there because that would

00:15:53.374 --> 00:15:58.294
suggest that if you're scoring five or
less outta 10, those breaks are not gonna

00:15:58.294 --> 00:15:59.794
work when you get to the next roundabout.

00:16:01.504 --> 00:16:03.244
And that's where the energy should be.

00:16:03.544 --> 00:16:06.514
So it doesn't have to be very
scientific because you could.

00:16:07.594 --> 00:16:10.624
A huge amount of time doing this
analytically, but literally just

00:16:10.624 --> 00:16:13.804
having the experts in the room sitting
down and manually going through the

00:16:13.804 --> 00:16:14.974
little spreadsheet they've created.

00:16:15.334 --> 00:16:16.354
Here's all the technologies.

00:16:16.654 --> 00:16:19.024
These are the must haveve
technologies to run our business.

00:16:19.564 --> 00:16:22.684
Let's give us scale a score of
how optimized they are, one to 10.

00:16:22.744 --> 00:16:23.344
Simple as that.

00:16:23.794 --> 00:16:25.174
Ending less than five.

00:16:25.714 --> 00:16:28.684
Start focusing that and get
those up to a seven or eight.

00:16:30.049 --> 00:16:32.821
, and that could be the
routing, routing engine.

00:16:32.850 --> 00:16:36.310
It could be the knowledge base, it
could be the QM system, it could be

00:16:36.310 --> 00:16:39.160
whatever, could be the CRM system,
the case management handling.

00:16:39.640 --> 00:16:44.500
Get those up to a state where they're
at least seven out of 10, and then start

00:16:44.500 --> 00:16:47.950
looking at some of the more glamorous
technologies, whether that's real time

00:16:47.950 --> 00:16:51.460
interaction, assistance or whatever it
happens to be, that can then overlay

00:16:51.460 --> 00:16:53.170
on top and provide that extra layer of.

00:16:53.173 --> 00:16:54.986
The other case thing, I would go.

00:16:57.371 --> 00:17:01.016
Dave Hoekstra: I was just gonna say
that's I, it's so simple, but it's

00:17:01.526 --> 00:17:05.546
probably so effective identifying that
low hanging fruit just right off the bat.

00:17:05.546 --> 00:17:10.316
It's it, like you said, you could probably
do this in a two hour meeting with.

00:17:10.726 --> 00:17:14.656
Four to five people in your contact
center or your organization, and then

00:17:14.656 --> 00:17:19.516
come out with, all right, we now know
where we should be spending our time.

00:17:19.576 --> 00:17:22.784
And then that's the next
challenge is spending your time.

00:17:22.784 --> 00:17:26.260
And we won't delve too deep into
that, but think that's a great start.

00:17:26.265 --> 00:17:26.470
All right.

00:17:26.470 --> 00:17:29.500
So you were, continue on, you
were saying the next step there.

00:17:30.550 --> 00:17:30.763
Jim Davies: Yeah.

00:17:30.767 --> 00:17:32.887
The ne the next step I'll try and look at.

00:17:34.337 --> 00:17:37.660
when you are looking to maybe
start in investing in some of these

00:17:37.780 --> 00:17:42.816
layer on technologies and where to
prioritize this these basics as well.

00:17:43.326 --> 00:17:48.996
The tendency is to try and focus on
areas that are linked to one particular

00:17:49.416 --> 00:17:52.506
business goal, such as efficiency,
which is the flavor of the market

00:17:52.506 --> 00:17:54.036
at the moment, driving efficiency.

00:17:55.881 --> 00:18:00.771
. The reality is a lot of these technologies
can do more than that now, that they

00:18:00.771 --> 00:18:06.365
can also provide a, help you with your
revenue growth or help you with your

00:18:06.365 --> 00:18:09.854
loyalty help you with your engagement
as well as your operation efficiency.

00:18:10.754 --> 00:18:15.916
So whenever you are looking at saying, how
well are we doing with this technology?

00:18:16.486 --> 00:18:20.146
Don't just look at it from the point of
view of how well are we doing with this

00:18:20.206 --> 00:18:22.676
technology in terms of its driving our EF.

00:18:23.821 --> 00:18:28.351
look at it also in terms of how well are
we doing with this technology in terms

00:18:28.351 --> 00:18:30.201
of how it improves employee engagement.

00:18:30.886 --> 00:18:34.186
In terms of how well it improves
customer loyalty in terms

00:18:34.186 --> 00:18:36.376
of how well it's potentially
helping us with customer growth.

00:18:36.766 --> 00:18:39.916
So you're now looking at it from
a three or four dimensions rather

00:18:39.921 --> 00:18:43.299
than just the one dimension, which
is what companies tend to do.

00:18:43.359 --> 00:18:46.359
They tend to look at it just from
that internal operational efficiency

00:18:46.364 --> 00:18:48.549
perspective and not other perspectives.

00:18:48.939 --> 00:18:52.779
So going back to workforce management,
the easy assessment is to say, okay,

00:18:52.779 --> 00:18:57.419
our workforce management is, let's give
it a five, outta 10 for how we optimize

00:18:57.424 --> 00:18:59.049
is from the efficiency point of view.

00:18:59.909 --> 00:19:03.299
But maybe it's only three outta 10
in terms of how it's driving employee

00:19:03.299 --> 00:19:07.619
engagement, because you haven't got
work-life balance capabilities within it.

00:19:08.489 --> 00:19:10.949
So that's the other dimension,
second layer to this.

00:19:12.989 --> 00:19:13.229
Dave Hoekstra: Yeah.

00:19:13.234 --> 00:19:18.779
So instead of your Excel spreadsheet
saying workforce management system

00:19:18.779 --> 00:19:22.169
and one number, the elements of
the workforce management system

00:19:22.169 --> 00:19:25.193
underneath there, and maybe looking
at the numbers of that as well and see

00:19:25.193 --> 00:19:26.701
what those, what that return comes.

00:19:27.431 --> 00:19:27.671
Yeah,

00:19:27.671 --> 00:19:28.181
Jim Davies: exactly.

00:19:28.195 --> 00:19:32.051
And don't just limit it to the web
technologies because even your routing,

00:19:32.051 --> 00:19:35.801
routing engine will have an impact
not just on efficiency, but it'll

00:19:35.801 --> 00:19:37.211
also have an impact on employee.

00:19:37.901 --> 00:19:39.161
Retention employee experience.

00:19:39.161 --> 00:19:43.262
Cuz if you've got employees dealing
with customers asking questions, they

00:19:43.267 --> 00:19:46.331
dunno the answer to cause they've come
through to the wrong agent, that's not

00:19:46.331 --> 00:19:48.021
gonna be a good day for that employee.

00:19:48.029 --> 00:19:51.054
And equally has an impact on the customer
experience if they're put through to

00:19:51.054 --> 00:19:54.504
an agent who doesn't know the answer,
their question cuz of the routing logic.

00:19:54.984 --> 00:19:59.094
So all of those different components
of customer service can have

00:19:59.094 --> 00:20:00.834
that multi-dimensional scoring.

00:20:00.864 --> 00:20:05.004
Again, one to 10, keep it simple, and
then from that work out the way forward.

00:20:07.074 --> 00:20:11.344
Dave Hoekstra: Jim, I would
never solely focus on w e m.

00:20:11.344 --> 00:20:14.701
That, that is ridiculous to
think that it would be something

00:20:14.701 --> 00:20:16.048
that only I would think of.

00:20:16.048 --> 00:20:19.532
I'm very multi-dimensional,
multifaceted kind of person.

00:20:19.570 --> 00:20:20.967
No I've been accused of that.

00:20:21.010 --> 00:20:23.530
It's been basically my
life for the last 15 years.

00:20:23.569 --> 00:20:25.565
I have to thank you for the reminder.

00:20:25.568 --> 00:20:26.528
Alright, so now let's.

00:20:26.873 --> 00:20:30.569
The next step, let's say the team sits
down in the room, Excel spreadsheet.

00:20:30.666 --> 00:20:31.716
We're mapping everything out.

00:20:31.716 --> 00:20:33.986
Everything comes in a nice 7, 8, 9.

00:20:33.986 --> 00:20:37.832
We're feeling really solid or we've
done some work to get back to making

00:20:37.837 --> 00:20:39.242
sure those basics are taken care of.

00:20:40.112 --> 00:20:44.222
What are some of the things that maybe
to focus on for, to be prepared for

00:20:44.222 --> 00:20:48.692
the next wave of customer experience
that a contact center could focus on?

00:20:49.712 --> 00:20:51.355
Jim Davies: I think there's
another lab before we get to that.

00:20:51.615 --> 00:20:52.735
Sorry to, sorry.

00:20:52.735 --> 00:20:53.935
To keep delay in the future.

00:20:53.965 --> 00:20:54.612
Oh, let's know.

00:20:54.670 --> 00:20:55.020
. No.

00:20:55.940 --> 00:20:57.947
But there, there's
another layer which I see.

00:20:59.862 --> 00:21:00.462
Overlooked too often.

00:21:00.882 --> 00:21:05.109
And actually to me, when I created
W F O all those years ago, it was

00:21:05.109 --> 00:21:09.254
one of the founding reasons for it,
which is the value you get from having

00:21:09.254 --> 00:21:14.324
all these different basic functions
working together as one, it's the one

00:21:14.324 --> 00:21:16.704
plus one equals three type of analogy.

00:21:17.154 --> 00:21:21.369
And what are the incremental
things you can do if you have these

00:21:21.369 --> 00:21:24.919
systems working together as one
rather than the siloed systems?

00:21:25.664 --> 00:21:28.724
and that's something I don't think
many companies spend enough time

00:21:28.724 --> 00:21:32.270
looking at as they try and go
above and beyond just the basics.

00:21:32.930 --> 00:21:38.683
So as  a very simple example of that
could be using your quality data.

00:21:39.253 --> 00:21:43.813
To provide more granular granularity
to how you generate your schedule.

00:21:43.933 --> 00:21:47.873
Now, using performance as a driver for
the schedule allocation rather than just

00:21:47.887 --> 00:21:51.282
a skillset that's been predetermined,
something like that, which you can do

00:21:51.282 --> 00:21:52.782
if these systems are working together.

00:21:53.052 --> 00:21:58.153
You can't, if they're not looking
outside of WEM, it could be using that

00:21:58.153 --> 00:22:01.033
QM data to influence the routing logic.

00:22:02.248 --> 00:22:06.628
So the customer gets sent to an agent
who's gonna be a better fit because of

00:22:06.628 --> 00:22:09.801
how they're performing in that particular
area that day, that week, that month.

00:22:10.341 --> 00:22:14.271
So I would say that layer above
getting the basics right is looking

00:22:14.271 --> 00:22:19.951
for opportunities to get these systems
working together more, getting cross

00:22:20.121 --> 00:22:23.901
domain workflow across the domain
value add, because I think that summit

00:22:23.901 --> 00:22:26.655
that's really been overlooked in the
marketplace over the last decade.

00:22:28.710 --> 00:22:33.390
Dave Hoekstra: And the challenge often
that I find in talking to organizations

00:22:33.570 --> 00:22:37.710
is not that they don't realize this,
it's often that they're not taking a

00:22:37.710 --> 00:22:41.250
step back and looking at it from an
organizational perspective as opposed

00:22:41.250 --> 00:22:42.840
to a context center perspective.

00:22:42.845 --> 00:22:43.925
And I'll give you a good example.

00:22:43.925 --> 00:22:45.844
You use the the routing engine.

00:22:46.294 --> 00:22:49.424
As a way to get callers to
the higher quality agents.

00:22:49.424 --> 00:22:52.285
I think anybody in their right
mind would think, yes, we want the

00:22:52.285 --> 00:22:53.755
best agents answering the calls.

00:22:54.145 --> 00:22:57.915
The problem that organizations have
is often how to get to that question.

00:22:58.225 --> 00:23:01.667
It's not saying, what
do we do with our C A S.

00:23:01.734 --> 00:23:06.667
Deployment to work Here it is more
taking a step back and saying, boy,

00:23:06.667 --> 00:23:11.707
our customer survey scores are just
not meeting what we need to do.

00:23:11.977 --> 00:23:15.517
How can we get our customer
survey scores better?

00:23:15.727 --> 00:23:19.447
Okay, ha we need to get people
to better quality people.

00:23:19.537 --> 00:23:20.227
Okay.

00:23:20.317 --> 00:23:25.327
That, and so that, that step is often
overlooked as the, as an organization

00:23:25.327 --> 00:23:26.857
and taking a step back and looking at.

00:23:27.187 --> 00:23:30.187
Organizational issues,
not contact center issues.

00:23:30.637 --> 00:23:34.027
Think asking questions like,
are we spending our money

00:23:34.027 --> 00:23:35.915
correctly in the marketing phase?

00:23:35.966 --> 00:23:38.913
What, why our abandoned
rate is really high.

00:23:39.003 --> 00:23:39.813
Take a step back.

00:23:39.813 --> 00:23:43.676
And the abandoned rate is because
when we look back at it's, the 800

00:23:43.716 --> 00:23:45.476
number not published correctly, right?

00:23:45.508 --> 00:23:48.958
Those are organizational wide
issues as opposed to contact center.

00:23:48.958 --> 00:23:50.368
So I think that's a really great point.

00:23:50.368 --> 00:23:56.277
It's taking that solution to the second
level of, and how marrying solutions

00:23:56.277 --> 00:24:00.651
together can actually drive that,
that the goal that we're looking for.

00:24:01.421 --> 00:24:01.601
Jim Davies: Yeah.

00:24:01.601 --> 00:24:04.449
And I think, and to be honest
challenge isn't the technical one.

00:24:04.539 --> 00:24:05.659
The challenge is operational.

00:24:05.704 --> 00:24:09.484
Because quite often the owner
of these different functions,

00:24:09.694 --> 00:24:10.664
they don't talk to each other.

00:24:10.688 --> 00:24:15.768
I remember 10 years ago when a, and I
won't name names, but there was when a

00:24:15.773 --> 00:24:21.038
QM vendor bought a workforce management
vendor, and the first thing they did was

00:24:21.038 --> 00:24:25.208
go through the two sets of customers and
look for customers who were the same.

00:24:25.943 --> 00:24:29.743
And then visit those customers and
physically introduce the employees

00:24:30.413 --> 00:24:31.903
of that organization to each other.

00:24:32.393 --> 00:24:35.603
but they'd never met each other before
because one team worked on QM and

00:24:35.603 --> 00:24:38.003
one works on workforce management
and they never knew each other.

00:24:38.873 --> 00:24:43.713
. So that if you're never talking to
each other internally, how on earth

00:24:44.063 --> 00:24:46.703
are you gonna start thinking about
the bigger picture of getting the

00:24:46.703 --> 00:24:50.003
two technologies to work together
to provide the in incremental value?

00:24:50.064 --> 00:24:54.717
So a big part of this is having some
form of entity, whether it's a customer

00:24:54.722 --> 00:24:59.237
service CX team or somebody that's looking
now from above who can start to try.

00:24:59.422 --> 00:25:02.212
Break down those barriers internally
and start to try and get the

00:25:02.212 --> 00:25:03.712
different aspects working together.

00:25:04.012 --> 00:25:05.552
Cause they can see that bigger picture.

00:25:06.952 --> 00:25:07.342
Wow.

00:25:07.402 --> 00:25:07.822
Just

00:25:07.822 --> 00:25:08.932
Dave Hoekstra: chuck full of insight.

00:25:08.932 --> 00:25:09.712
I love that.

00:25:09.769 --> 00:25:13.253
We're able to give this kind of
information to the rest of the team

00:25:13.253 --> 00:25:14.769
here because there's so much good stuff.

00:25:14.769 --> 00:25:15.322
Okay.

00:25:15.412 --> 00:25:20.659
Now let me see if I could finally
get to my original question that

00:25:20.678 --> 00:25:24.525
you we got so much good information
here and I'm so appreciative of it.

00:25:24.915 --> 00:25:25.155
What.

00:25:26.030 --> 00:25:31.014
Couple of things that as we look to
the future that we could that a contact

00:25:31.014 --> 00:25:32.934
center or an organization could focus on,

00:25:34.404 --> 00:25:39.054
Jim Davies: I think to break it into two
parts, near future and long term future.

00:25:39.744 --> 00:25:46.344
So I think that near future, one of
the technologies that we should all

00:25:46.344 --> 00:25:48.594
be investing in every context and
should be investing in this now,

00:25:48.714 --> 00:25:51.714
is analytics, speech analytics in
particular, or interaction analytics.

00:25:52.164 --> 00:25:52.374
It's.

00:25:53.509 --> 00:25:55.189
It's a technology that's not new.

00:25:55.209 --> 00:25:59.139
I remember years ago being asked
whether this is witchcraft and how

00:25:59.139 --> 00:26:04.668
can it possibly understand the voice,
but it's proven, it's accurate, and

00:26:05.478 --> 00:26:09.048
it's a technology that you can apply
to so many different use cases.

00:26:09.713 --> 00:26:11.789
I think it's something that we
should all be looking at now.

00:26:11.849 --> 00:26:15.239
Now whether that's trying to make our
center more efficient, whether it's trying

00:26:15.239 --> 00:26:19.139
to drive employee retention, whether
it's trying to drive revenue growth

00:26:19.139 --> 00:26:22.419
from up sale, cross sale, it doesn't
matter that, that you can tailor the

00:26:22.424 --> 00:26:26.829
analytics to help drive that business
scale or even just make your QM process

00:26:26.829 --> 00:26:30.759
more intelligent to your analyzing all
of your calls, not just that random

00:26:30.759 --> 00:26:32.199
sampling that we talked about earlier.

00:26:32.649 --> 00:26:36.909
So I think near future, that's the
one technology that stands out.

00:26:37.264 --> 00:26:39.994
any other that I think everybody
should be looking at now because

00:26:39.994 --> 00:26:41.134
the value it can provide.

00:26:42.304 --> 00:26:47.644
The caveat I would say on that is you
have to have the competency internally

00:26:47.644 --> 00:26:49.094
to get the most outta that technology.

00:26:49.094 --> 00:26:52.148
Because it's like buying a Ferrari and
if you dunno how to drive it, you're

00:26:52.153 --> 00:26:53.348
not gonna get the most out of it.

00:26:53.378 --> 00:26:55.268
So you've gotta have that competency.

00:26:55.273 --> 00:26:58.508
So with the technology comes the
appropriate training and onboarding,

00:26:58.958 --> 00:27:02.108
but as long as that's in place, that's
the number one technology I'll be

00:27:02.113 --> 00:27:04.000
recommending anybody looks at the moment.

00:27:05.195 --> 00:27:11.045
Longer term, I would say that the
bigger opportunity is really starting

00:27:11.045 --> 00:27:17.025
to get into how we assist the agent
live in an interaction with a customer.

00:27:17.920 --> 00:27:24.670
So think of it in terms of real-time
guidance, real-time assistance, being

00:27:24.670 --> 00:27:30.070
able to bring information to the agent to
help them with the interaction, to help

00:27:30.310 --> 00:27:35.780
steer the agent through a complex process
to navigate between different systems to.

00:27:36.820 --> 00:27:40.120
Detect that they're getting emotional
and recommend they take a five minute

00:27:40.120 --> 00:27:41.710
timeout to go and grab a coffee.

00:27:42.070 --> 00:27:45.580
Really having that sort of real
time ability to look at what's going

00:27:45.580 --> 00:27:49.070
on in that interaction and assist
that employee however possible,

00:27:49.070 --> 00:27:50.494
I think that's the next leg.

00:27:50.494 --> 00:27:54.994
So I think that can have that type
of technology stack can have the

00:27:54.994 --> 00:27:58.023
biggest impact on all those customer
service metrics, whether it's

00:27:58.543 --> 00:28:00.823
employee, customer, or operational.

00:28:00.844 --> 00:28:03.514
Dave Hoekstra: Because you
alluded to it earlier that.

00:28:04.069 --> 00:28:08.299
The self-service is taking care of
the easy stuff, and the only thing

00:28:08.299 --> 00:28:12.859
that's making it to the agent is
the hard stuff and the ability for

00:28:12.859 --> 00:28:18.446
them to navigate those waters with
empathy and correct information,

00:28:18.746 --> 00:28:20.696
it becomes more and more difficult.

00:28:20.822 --> 00:28:21.692
Realtime guys.

00:28:21.842 --> 00:28:24.564
I, no, I've noticed you,
you bring up a good point.

00:28:24.564 --> 00:28:28.494
I've noticed I, I attend the amount
of a fair amount of conference trade

00:28:28.494 --> 00:28:31.883
shows and those types of things
in the context center industry.

00:28:31.883 --> 00:28:38.089
And that seems to be the really big focus
is realtime analytics, agent guidance,

00:28:38.089 --> 00:28:39.979
next best action, those kind of things.

00:28:39.979 --> 00:28:40.189
And.

00:28:41.269 --> 00:28:44.962
There seems to be a lot of energy in
that space these days, and it's gonna

00:28:44.962 --> 00:28:50.166
be interesting to see the promise
fulfilled with with organizations and

00:28:50.166 --> 00:28:55.224
really being able to, because at the
end of the day, The reason all of us

00:28:55.404 --> 00:29:00.861
have jobs in this industry, whether it's
you, me, the managers, the agents, is

00:29:00.861 --> 00:29:05.363
because somebody needs assistance with
something that didn't go to plan, right?

00:29:05.368 --> 00:29:05.543
Yes.

00:29:05.628 --> 00:29:09.348
And when that plan goes awry,
What information do we have

00:29:09.348 --> 00:29:10.720
available for us to fix it?

00:29:10.763 --> 00:29:15.323
I'm pretty good at searching for
things online, but even I, tech

00:29:15.323 --> 00:29:19.313
guru Dave still need to contact
support every now and again to

00:29:19.313 --> 00:29:21.401
report an issue or to find out and.

00:29:21.401 --> 00:29:27.482
When we do talk to that person who is
knowledgeable, empathetic, and works it's

00:29:27.842 --> 00:29:31.832
what's, what I hate to say is that almost
comes across as a surprise these days.

00:29:32.102 --> 00:29:34.545
It's almost wow, that
was not what I expected.

00:29:34.550 --> 00:29:38.264
When we get someone that's nice and
knowledgeable, , the, and that's a thing

00:29:38.264 --> 00:29:40.424
we need to change in our industry and.

00:29:40.512 --> 00:29:44.512
We hopefully, as we continue to see
growth, and that's why we do episodes

00:29:44.512 --> 00:29:46.323
like this, is where should the next.

00:29:46.938 --> 00:29:48.288
Where should the next focus be?

00:29:48.288 --> 00:29:50.058
What should we really talk about?

00:29:50.058 --> 00:29:55.308
And so I think it's amazing that we have
the ability to do some of these things.

00:29:55.313 --> 00:29:56.448
And yes, you're right.

00:29:56.808 --> 00:29:59.825
Analytics used to be like
witchcraft, but you no longer need

00:29:59.825 --> 00:30:01.385
a room full of servers to do it.

00:30:01.385 --> 00:30:05.285
With cloud-based technologies, we can
now do analytics on a hundred percent

00:30:05.315 --> 00:30:07.362
of every interaction that comes in.

00:30:07.362 --> 00:30:10.162
And we understand what's being
sent, and I think that's amazing.

00:30:10.231 --> 00:30:13.758
I know we're getting close to being
out of time and wrapping up here.

00:30:13.758 --> 00:30:17.985
I wanted to, one of the things I always
like to do and when we have great guests

00:30:17.985 --> 00:30:21.516
on the podcast is give 'em the final
word, give 'em the, prognosticate a

00:30:21.516 --> 00:30:25.352
little bit for me, Jim what what advice
or what information would you love to

00:30:25.352 --> 00:30:26.901
make sure the audience hears about?

00:30:26.902 --> 00:30:29.342
Jim Davies: Going off a little bit of
a tangent relief we've covered today.

00:30:29.417 --> 00:30:34.434
I think what we all need to focus on
more is a better understanding of the

00:30:34.434 --> 00:30:38.603
experience we are providing our customers
in customer service and not just a better

00:30:38.633 --> 00:30:42.323
understanding of it, but actually starting
to do something with that understanding.

00:30:42.373 --> 00:30:49.154
Most contact centers do post call
surveys or end of call surveys

00:30:49.154 --> 00:30:50.474
or follow up with an email.

00:30:50.924 --> 00:30:53.204
But 99% of the time nothing ever happens.

00:30:53.564 --> 00:30:58.484
So I think my, my, my plea to
everybody in customer service is

00:30:58.489 --> 00:31:00.764
to really take a look at that.

00:31:01.334 --> 00:31:05.504
Post call, that CX program that
they've got running at the end of

00:31:05.504 --> 00:31:09.317
their service incident and looking
to are we taking it seriously?

00:31:09.364 --> 00:31:11.594
Are we really acting
upon this information?

00:31:11.620 --> 00:31:14.855
And are we striving to improve the
CX based on what the customers are

00:31:14.860 --> 00:31:16.355
telling us that they're experiencing?

00:31:16.360 --> 00:31:19.695
Because I think for the
large part, most consumers.

00:31:20.870 --> 00:31:25.226
Don't have a good experience but equally
don't feel like there's any point telling

00:31:25.226 --> 00:31:28.046
that brand about the experience because I
don't feel like anything's gonna happen.

00:31:28.316 --> 00:31:29.885
So I think we need to
change that expectation.

00:31:30.485 --> 00:31:34.055
Dave Hoekstra: And I will encourage, for
those of you who are listening, remember

00:31:34.055 --> 00:31:35.915
this is a man who has seen it all.

00:31:36.470 --> 00:31:40.880
This is a man who has seen every
single thing this industry can throw.

00:31:40.880 --> 00:31:43.280
The good, the bad, the
ugly, and the indifferent.

00:31:43.580 --> 00:31:48.710
And if he's espousing this kind of
information, we should listen because

00:31:49.070 --> 00:31:54.620
there is no one who's probably seen
more about what we do than Jim Davies.

00:31:54.620 --> 00:31:58.370
And that's why it's super exciting that
he's a part of the Calabrio family now.

00:31:58.370 --> 00:32:00.876
And Jim, I really enjoyed this one.

00:32:01.631 --> 00:32:06.071
A really fantastic discussion, and
your insight and your knowledge is well

00:32:06.071 --> 00:32:09.776
appreciated, and I think it's going
to be very useful for a lot of people.

00:32:09.802 --> 00:32:13.656
Thank you from me for joining for
spending some time with us today.

00:32:13.986 --> 00:32:17.698
And as always, to our listeners,
thank you guys so much for

00:32:17.698 --> 00:32:19.198
giving us some time in your day.

00:32:19.222 --> 00:32:21.788
We here at working smarter with Collabreo.

00:32:21.788 --> 00:32:24.925
Really try to put forth a great
product here and make sure that you

00:32:24.925 --> 00:32:26.425
guys get the information you need.

00:32:26.430 --> 00:32:29.905
So Jim, again, thank you for
spending time with us today.

00:32:30.625 --> 00:32:31.135
Jim Davies: Thank you, David.

00:32:31.435 --> 00:32:31.465
I

00:32:31.470 --> 00:32:31.885
Dave Hoekstra: appreciate it.

00:32:33.295 --> 00:32:34.345
Ah, absolutely.

00:32:34.435 --> 00:32:37.566
Oh, and he called me David only,
oh, my mother calls me David.

00:32:37.566 --> 00:32:39.127
And so that's very British and very

00:32:39.127 --> 00:32:40.097
Jim Davies: formal, you say.

00:32:40.117 --> 00:32:40.357
Yeah.

00:32:41.647 --> 00:32:43.727
Dave Hoekstra: It's actually
funny you bring that up because,

00:32:43.758 --> 00:32:46.518
my name is David James Stra.

00:32:46.698 --> 00:32:49.986
And a very common nickname
for David is Davy.

00:32:50.376 --> 00:32:54.306
And so my parents when I was
younger, called me Davey Jim.

00:32:54.666 --> 00:32:58.460
So we just take Jim Davies, flip it around
to Davy Jim, and that's what we get.

00:32:58.460 --> 00:32:59.418
So that's great.

00:32:59.418 --> 00:32:59.738
There you go.

00:32:59.738 --> 00:33:01.348
So thank you again for joining us.

00:33:01.423 --> 00:33:04.652
Thank you to everyone out
there and we will see you on

00:33:04.652 --> 00:33:06.332
the next episode of Working.

00:33:06.757 --> 00:33:07.567
From Collabreo.

00:33:07.567 --> 00:33:11.527
As always, if you have information
you'd like to see, just go to

00:33:11.557 --> 00:33:17.137
collabreo.com, find any email address,
send it in, and we will respond.

00:33:17.137 --> 00:33:21.037
If you need help or want to discuss
anything with us, we really appreciate it.

00:33:21.097 --> 00:33:24.847
Otherwise, we will talk to you on the next
episode of working Smarter from Collab.

00:33:25.117 --> 00:33:25.717
Thanks everybody.