why our customers are contacting us · 2020-02-21 · 1. i need to let you know that my tax code is...

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Page 1: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Why our customers are contacting us

www.Budd .uk com

Page 2: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Have become more a historian than futurologist!

www.Budd .uk com

Page 3: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd.

www.Budd .uk com

©Budd UK Ltd.

www.Budd .uk com

How do we stop

doing dumb

things

to our customers

and our people?

Our passion:

Page 4: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

www.Budd .uk comwww.Budd .uk com

We’ve helped many UK businesses

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©Budd UK Ltd.www.Budd .uk com

©Budd UK Ltd.

5

www.Budd .uk com

Page 6: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd.www.Budd .uk com

©Budd UK Ltd.

6

www.Budd .uk com

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©Budd UK Ltd.www.Budd .uk com

©Budd UK Ltd.

“The customers and the front line staff know”

7

www.Budd .uk com

Page 8: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

www.Budd .uk com

20

Change programmes

Change

contact &

operations

Customer

Front line staff

100 things you can learn from…..research series:

“The customers and the front line staff know”

Source: Fast+Simple Research 2004/5/6

Source: Budd F+S Research 2004,5,6

Page 9: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

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©Budd UK Ltd.

Is that enough for a strategy?

9

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Page 10: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

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Applying the Principles of “Best Service” leadership

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Source: The Best Service Is No Service, Jaffe & Price, Wiley 2008

Page 11: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

The contact centre doesn’t create contact

& therefore it cannot stop contact

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Page 12: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

So who did and who can?

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The contact centre doesn’t create contact

& therefore it cannot stop contact

Page 13: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Use the words the customers use

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Our

department is

very different

from theirs

Our agency

is very

different

from theirs

We are far

more

complex

than them

I don’t

understand

your letter

Where’s my

money?

How do I….?

Page 14: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

PAYE & SA demand data

1. I need to let you know that my tax code is wrong

2. What's happening with my PAYE repayment

3. I don't understand my P800 calculation (assessment)

4. How do I claim a PAYE repayment

5. Call ended because customer needed another number

6. I need to let you know that my employer is using the wrong tax code

7. What's happening with my SA repayment

8. I don't understand why my tax code has changed

9. Can you help me complete a tax return

10. I need to let you know about a change of circumstance (name, address,

marriage, change of agent etc)

12

3

45

6

7

8

9

10

Page 15: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

What sources to use?

How accurate to be?

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•Speech analytics

•System sourced: structured and unstructured data

•Social analytics•Business insight•Data warehouse

•Front line and customer insight •Tick boxes •Sampling

•Complaints•Customer research•Feedback

•QA •Compliance

•Agent monitoring•Surveys•Voice records

Data sources

How can we

create one view

of customer

needs?

Page 16: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Value / Irritant grid - example financial

services

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Irritant

ValueIrritant

Company

Customer

Simplify Leverage Opportunity

Eliminate Automate

7.3% 32.8%

24.3% 30.1%

Value

Page 17: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Skyline dashboard to drive action - Utility example

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Page 18: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

Data

Page 19: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Engage the rest of the business

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Page 20: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

Lessons learned

• Get the data

• Engage the front line –they have the expertise

• Join up – share accountability with parts of your organisation who are generating the demand. We started motoring once they took ownership.

Page 21: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

UK Government

Her Majesty’s Revenue and CustomsHMRC

Demand Management Programme

Making Contact Count!!

Martin SellarJune 2012

Page 22: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

A few final thoughts

• Make useful what you’ve got already

– Bring information to decisions and design the decision

making

• Present the cost of not acting

– People act on risk to them, not common sense

• Be clear the contact centre cannot stop contact

– Engaging outwards, rather than just managing the contact

centre

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Page 23: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Make clear requests of peers outside the contact

centre

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Page 24: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd. www.Budd .uk com

How do we stop doing dumb things

to our customers and our people?

Page 25: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

©Budd UK Ltd. www.Budd .uk com©Budd UK Ltd.

Appendix - what is “Decisionflow”?

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1

1

Thanks for the ideasYou said we did

Focus, focus, focus

You can see we’re

getting on with it, or not

We understand the customers issue,

so we stop asking customers so often

Have we changed

the customer

experience, culture

& results?

How can we grow

by understanding

customer demand

at contact points?

How can we make

the most of the

opportunities in

what staff &

customers know ?

How can we create

one view of

customer issues?

Are the right

people agreeing to

do the right things?

3 Forums: CC, X-

dept, policy

Comms

Comms Comms

Track

Act

Categorise

Collect

Aggregate

Prioritise

Comms

Transform our

economic models?

We can’t do it all at once

Page 26: Why our customers are contacting us · 2020-02-21 · 1. I need to let you know that my tax code is wrong 2. What's happening with my PAYE repayment 3. I don't understand my P800

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Applying the Principles and Drivers of “Best Service”

leadership

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Make it easy for me

Deliver great experiences

Know me, remember me

Give me choices

Surprise me

Value me

Trust me

Make me be better

and do more

Eliminate dumb contacts

Create engaging self service

Be proactive

Make it easy to contact

Listen & act

Own the actions

across the company

Best Service

Customer needs

Sources: BSINS & Me2B, Price & Jaffe