Quality Expert Series

Daily Fantasy Sports and the Fallacy of Customer Service Metrics

BPA QUALITY: Expert Series By The Professor

You have seen the advertisements online and TV. Play Daily Fantasy, win big!. Regardless where you stand on the legality of the issue, the game itself is fascinating. The basic premise is this: You have a limited budget and every player has a cost. Players score points for performing, i.e. home runs or touchdowns. You create a roster all while staying under your budget. You are matched up against other players and whoever generates the most points wins the money.

This is exactly how business works. Limited amounts of money to spend on multiple resources to maximize return.   You have to make hard decisions and take calculated risks in the hopes that you build the right mix to beat your competition. Mathematically, this is linear programming, in this case a maximization model. Select the best mix of resources to maximize your profit based on expected returns from each of those…

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A Friend’s Advice for Surviving Reporting

Like most of New York right now, I am currently snowed in. While everyone is waiting for the next chapter of my Adventures in Speech Analytics series, I thought it would be nice to share some friendly advice for surviving reporting.  While I specialize in Speech Analytics, I feel a majority of these tips are useful for anyone involved in the world of report writing.

A friend’s job is to listen to you vent about your problems, be the voice of reason when you are about to make an unnecessary large purchase and give you advice that 75% of the time you will not bother to listen to. With that being said, I hope my friendly advice will fall into that 25% category.

Let’s start with:

  • Keep your data organized: There are 2 kinds of people- those who thrive in “organized chaos” and everyone else. If you spend enough time in Excel you may feel like you are buried beneath an avalanche of tables and charts. Label your columns clearly, color code cells and pivot your data when possible. If you have numbers all over the place you are making it more difficult by increasing your chances of having incorrect data. If you are tasked with a one-time report you need to give it the same respect you would to an ongoing report. You should be able to easily explain how the report works to others.
  • Embrace your other “friends” in Reporting: Thanks to major advancements in Speech Analytics technology, many SA applications offer beautiful and easy methods to use reporting tools that can be run within the application. There is more to Speech Analytics software than ad-hoc searches.  Don’t be afraid to tinker around and test the limits of what your software can do for you. Consider speaking with your SA software account manager to see how they can work with your SA program’s reporting needs- you would be surprised at how many options they have out there that could work perfectly for you.
  • Pivot! Pivot! Pivot! : Pivot tables and charts are one of my favorite ways to display data. They look sleek and are fairly easy to update. Also, get familiar with one of Pivot’s fancy accessories known as Slicers. I have found there are many people who are unfamiliar with them- FIX THAT. Slicers and Pivot go together like peanut butter and jelly- especially when you have many different categories of data you are reporting on. Slicers are one of the classiest ways to get your audience to interact and engage with the report you have worked so hard to put together.
  • Always Remember the KISS principle: KISS is an acronym for “Keep it simple sweetie”. Make this your mantra each and every time you create a new report for someone. As I stated earlier you need to keep your data organized, but it is also very important to keep your data simple to read and maintain as well. Don’t make things more complicated as you already have PLENTY of things to worry about at work.
  • It’s OK to be a Work In Progress: One of my hobbies is drawing. I draw every day because my brain needs to be soothed with detailed strokes of a pen against paper. In art, the more you practice the better you become. I draw much differently today than I did as a child. Now think about the first report you ever built. It probably looked less sophisticated compared to what you can create now. Report writing is a necessary chore to deliver important information to others in an organized and digestible format. Take the time to look past the numbers and charts and look at your abilities to build reports as an art form. Take Excel refresher courses (Groupon offers various online programs at steep discounts.) Share your knowledge with others and be open to learning other people’s tricks of the trade. Always be open to some sort of learning even if you think you are one of the best of the best. Chances are there is always a little something left for you to learn.

Please feel free to share any advice you may have on how to survive reporting in the comments section. I look forward to hearing from you!

By:  Diana Aviles, Operations Manager, Speech Analytics at BPA Quality

Go Psycho On Your Contact Center

BPA QUALITY: Expert Series By The Professor

While in some cases murder may seem like the best way to manage your call center, that is not the type of Psycho I am talking about. My company, bpaquality.com, wanted to transform how we looked at data and find those golden nuggets of change for our clients. We had quality data, customer feedback data, operational data, financial data…more data than you could shake a butcher’s knife at…so we decided to go psycho on it.

Psychometrician that is. What is a Psychometrician you say? Well, simply stated it’s a very smart person who knows a ton about statistics and uses them to measure and understand human behaviors. Our resident Psychometrician can prove anything, correlate anything and justify pretty much any course of action we recommend for our clients. So why did we take this path and why should you find this useful? Let’s find out why:

People Lie, Numbers Don’t…

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3 Different Types of Quality Programs … Which is the best for your Customers?

Did you know that 76% of consumers that partook in the Aspect Consumer Experience Survey view customer service as the true test of how much a company values them?  How about, according to the 2015 Global State of Multichannel Customer Service Report by Parature, 65% of the 1000 consumers surveyed said they would sever their relationship with a brand over a single poor customer experience?  So … how do you make sure that your agents are providing a fantastic customer experience every time they interact with customers?  One word … QUALITY!

A potent Quality program that provides objective and customer-concentric evaluations can make the difference in agents’ abilities to understand the optimum way to provide first-class customer service.  There are 3 main platforms of Quality:  Internal Quality Team, Outsourced (offshored) Quality Team and Pro-sourced Quality Team.  Choosing the right one depends on the business needs and goals.

If you are looking to have total control over the quality program and to have analysts available to answer calls during high call volume, then an internal team may be your choice.  From my many conversations with call center leaders, they have complained that quality wasn’t being done because the analysts were pulled to help manage call queues. Since evaluations were not being done, then the agents were not being provided proper coaching.  Also, from the same conversations, there is also a high probability of nepotism because quality teams were co-workers/friends with the agents.  Since the evaluations are more subjective then objective, opportunities are lost to assist agents to be best-in-class.

Outsource (offshoring) quality monitoring will definitely get audits completed, in a check box mentality.  Since this work is outsourced to different countries because of lower wages, cultural issues arise.  Customers from the USA are quite a contrast from those in India, South America and the Philippines.  The cultural difference can be one word or tone away from losing a customer.  A quality program should contribute insight to all your customers’ expectations and benefit call center managers with appropriate information to properly coach agents.

The last main platform, far from the least, is Pro-sourcing Quality.  Just like FedEx is an expert on getting packages from Point A to Point B on time, a Pro-sourced quality company are experts in quality.  Listening to calls for quality is not a skill that everyone possesses.  It takes expertise in listening and analyzing calls for hours.  Uncovering business intelligence to help a company reach their goals and needs are all part of a pro-sourcing relationship.  Since most pro-sourcing quality companies are located where your customers live, it is capable of understanding the culture and even regionalism of your customers.  In a pro-sourcing quality partnership, they work with you (the expert in your business) and couples it with unbiased, customer-centric analysis of how to increase customer experience and loyalty.

As mentioned before, choosing the correct quality platform that works for your call center needs and goals can be a daunting process.  According to a whitepaper by Craig Antonucci at BPA Quality, there are 4 factors that make a quality program successful:

  1. Make it clear and to the point
  2. Integrate supervisors and managers into the process
  3. Clearly define the program for the agents
  4. Make it consistent, fair, objective and accurate

I would add one more factor …

Be sure your quality analysts and program are experts in quality, and they can provide insightful knowledge on what is excellent customer service to YOUR customers.Call Monitoring 3rd Party


Back from a couple of days at Customer Contact Expo, the self proclaimed “UK’s premier event for Customer contact solutions, workshops and connections”, where thousands of industry professionals gathered to hear about trends, see the latest technology and gain a vision of what the contact centres of the future will look like.

As anticipated there were lots of solution providers and discussions around the usual Contact Centre hot topics of Omni-Channel, process improvement and Customer Engagement with “Cloud Based” appearing to be the buzz phrase at the event.

What was refreshing to hear was the increased focus on two areas that I believe are vital to contact centres and business success; employee engagement and the increasing sphere of influence of quality in organisations.

Employee Engagement

In a highly interesting talk by David Macleod from the Employee Engagement Taskforce, the understanding, backed up by compelling evidence, that positively engaging your team can have dramatic impact on all of your business metrics was persuasively delivered. I encourage you to look at the Engaging for Success website where there are specific publications showing the weight of evidence of how positively engaging employees impacts profitability and service outcomes.

From personal experience, I have always believed that the engagement and development of team members with the same level of rigor used in measuring and managing customer engagement and experience can deliver exceptional dividends.

We are all aware of the drive towards reducing customer effort, satisfying customers and in encouraging customers to promote our products and services, indeed most businesses have robust processes for measuring these areas; CES, CSAT, NPS. Can the same be said for our employee practices?

Do we spend an equal amount of time tracking and measuring our employee effort, how easy it is to work for us, our employee satisfaction and our employee promotion scores, given the impact our people can have on our business and customers?

From a customer perspective, we measure the customer journey; from promotion to acquisition, utilization, satisfaction and retention, with teams looking at understanding and enhancing all touch points for consistency, simplification, cost optimisation and enhanced experience. We undertake detailed root cause analysis, process improvement, quality measurement and invest heavily in technology to ensure we are meeting business and customer needs.

In my opinion, a compelling case can be made for undertaking the same detailed approach to the employee journey from values, culture, skills, competencies, advertising, recruitment, on-boarding, induction, personal development, communication; in short all employee touch points. By identifying what excellence looks like in each of these areas, there can then be a drive and culture within the organisation for continuous improvement and enhancement.

With technology increasingly providing solutions for less complex interactions, the ability of our teams to handle higher value, more complex interactions across multiple channels will grow. Having a highly skilled and engaged workforce will enable us to better meet the future challenges, and is going to be an increasingly important area of focus in the Customer Service and the Contact Centre industry in the years ahead.

The second area; the increasing sphere of influence of quality in organisations, I will cover in my next article.

Written by:  Andrew Mutch, Chief Customer Officer,  BPA Quality UK Research Center

20 Call Center Quality Assurance Considerations – the Big Picture

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  1. Define goal:  Map your QA process to business goals
  2. Build a QA quality culture and behavior framework:  framework centered around improving the customer experience by focusing on the effort the customer makes, minimizing conduct risk and providing the most positive customer outcomes
  3. Remove the perception of QA evaluation as being a punitive process
  4. Pay close attention to correlation between QA scores and customer survey scores – note:  Only 20-25% of customer satisfaction with a call is determined by the content of their conversation with agents
  5. Progressive businesses are moving on from tick box, features and benefits format to customer engagement / active listening, matching and outcomes
  6. The QA team should be regarded as experts in driving the customer experience agenda across the organization and be regarded as an integral part of the company value chain
  7. Business Intelligence Team uses the data gathered through quality process for providing the business with performance insight & predictive analytics
  8. QA should inform product and product governance:   Undertake product reviews / what do customers like, dislike
  9. The QA and compliance teams need to work hand-in-glove; ensuring compliant customer interactions for both new and existing customers: regulatory rules are now given
  10. Red flag process vigorously enforced
  11. Senior Executives need visibility:  Customer experience, product / marketing / managing risk
  12. Build processes and systems to share information across the business:  Share Voice of the Customer feedback with other departments
  13. Hold regular round tables with Product, Marketing, Sales:  highlight trends, risks, feedback
  14. Influence the organization:  don’t operate in a silo
  15. Include agents and team leads in the calibration process
  16. Calibrate based on expertise, not deviation from average or arbitrary targets
  17. Use Calibrations to refine QA forms and remove ambiguity
  18. Look to your teams to identify and share anecdotal feedback:  sometimes it is OK to work in the grey
  19. Keep your QA forms fresh and relevant
  20. Deep-dive analysis of the data to identify trends, insight and areas that require greater focus

Adventures in Speech Analytics – An Introduction

A lot of people in the contact center scene have heard about Speech Analytics (SA) but do not know the purpose of the technology. Researching the topic can be overwhelming so let’s start with the basics.

What is Speech Analytics?

Speech Analytics is the technique of taking calls that have been recorded to acquire data. It is to call centers what Google is to the internet. You can search for keywords or phrases to identify specific topics or behaviors during a customer-agent interaction.

What can I use Speech Analytics for?

You can use SA for a lot of things. Say your company requires sales agents to read to the customer a disclaimer about E911 (Enhanced 911) at point of sale- you need to know the percentage of agent compliance in your sales queue. You could spend an eternity going through calls randomly and hope to find what you are looking for or you can use SA technology to search for the specific phrase you are looking for like “E911 will not function until power is restored” and examine the data for accuracy.

You can also use SA technology to improve an existing process. For example one of the biggest issues in any size call center is First Call Resolution (FCR). You want to make sure that your agents are handling your customers concerns the first time around. The more customers have to call in results in lower customer satisfaction which could result in your customers ultimately leaving you for a competitor. SA can help you identify the hot topics that trigger repeat calls and help you develop processes to resolve them.

How does a Speech Analytics tool work? How does it know to find what I am looking for?

A SA tool typically is broken down into the following functional segments:

Speech Engine- This portion does the initial analysis of audio and will convert it into a file that contains a series of phonemes or transcribed text.
Indexing- This portion improves accuracy of the speech engine. It will try to make sense of the data from the speech engine and index it for additional analysis, ad hoc searching and queries. The tools will import/ingest data from the call center’s recording system(s).
Query Engine- This is where authorized end users are able to define their queries and results they want in the SA tool.
Search- Used to perform ad hoc search terms on indexed audio files. Operates similar to a google search.
Reporting Dashboard- This is where you can go to organize system data in a customizable and easy to visually digest manner. In this area you are able to drill down and filter results to your needs.
There are 2 primary types of speech engines:

Phonetic Speech Engine- the English Language has 40 phonemes. A phonetic based SA tool will search your keywords and phrases broken down in phonemes in order to return your search results faster. Example: “an-l-it-iks” or “Foh-net-ik”. A benefit to a phonetic based SA tool is that it is not limited to a pre-defined dictionary.
Text to speech (also known as LVCSR) Engine – A text to speech tool will convert speech into text using a dictionary. It will then locate the occurrences of query words in the transcribed call. A benefit of this type of SA tool is that it creates a transcript of the customer-agent interaction.
What is a Query?

Queries are an absolute must to have in your SA tool in order to get the best results. A query is a prebuilt search that has been created within the SA tool to help an end user best refine their ad hoc searches. An organization will typically have some resources set aside who specialize in creating specific queries that are of significant value to the organization. For example a telecommunications company may want to have queries built around the core lines of business they offer in addition to having queries built for specific call drivers like payment arrangements or general inquiries. Typically queries should validate at 90% accuracy to be considered functional as it will reduce the amount of false positives and missed hits.

What is an ad hoc search?

An ad hoc search is a custom search performed within the SA tool. This is the exciting aspect of speech analytics as your options for what you can search for are relatively limitless. Ad hoc searches are the core of any SA program because they allow your organization to deep dive into the heart of your customer-agent interactions. Generally the best way to ad hoc search is when they are run concurrently with an existing relevant query within the system to vet out the best results. Keep in mind that you will need to validate the accuracy of your results to ensure that you are gathering the most relevant results for your ad hoc search. Further elaboration on the ad hoc search process will be discussed in the next article.

As you can see there is a lot of power that a good speech analytics program has to offer. There is an increasing need for contact centers to deliver better customer experiences along with reducing cost and improving agent performance. People are now starting to understand that a customer interaction is a revenue generating asset that contains a vast amount of insight data that needs to be tapped into, understood and acted on.

See you soon in part 2 of Adventures in Speech Analytics when we take a closer look at queries and the ad hoc search process and strategies within a speech analytics tool.

Written by: Diana Aviles, Operations Manager, Speech Analytics at BPA Quality


Audit to Insight: from ‘box check’ to driving business tranformation

Who can tell you what your customers are saying – as it happens? Who can you talk to about your customers’ reaction to your latest campaign? Who can provide insight into how your Advisors are adapting to the recent process changes or new initiatives?

In each market, at each site, within each team, language, skill set – all in real time? Answer, of course, your Quality Team.

Your QA Teams, whether in house or your expert partner, on top of delivering the business requirement, are your eyes and ears into your customer’s experiences interacting with your organisation. The 000s of customer stories they listen to uniquely expose them to what’s really happening in your organisation. So how do you extract this wealth of insight and make it actionable within your business?

An increasing number of organisations engage with us to enhance, sometimes overhaul, their QA programmes. Some feel they have reached a plateau with their current setup and want to move up to the next level whilst others want to ensure they are best-in-class in their industry as this provides a competitive edge.

From an organisational mindset, where quality was previously seen as a functional need (regulatory requirement /check the box / nice to have / useful info) we are seeing a growing need to drive back real time insight into the business which in turn enables them to make better decisions – and faster.

The most effective programmes can cover all levels of your insight: from regulatory to business and customer critical as well as ad-hoc tactical requirements whilst your business evolves.

Show Me The Value!
Over the years at BPA Quality we have witnessed a real evolution working with organisations right across the customer experience space in the UK, EMEA, US and globally, in their approach to their quality function and what place this holds in their growth strategies.

For a Quality Programme to positively drive business success, your whole organisation needs to truly understand how much each function can gain from a world class Quality Programme. To be truly effective it requires the right level of commitment, resourcing, engagement, process and procedures and technology.

This will then add value to your customers, team members and business as a whole and how your measure this value is key. Tangible value as ‘measured improvements’ now spans right across the organisational spectrum and is going way beyond the traditional QA measures.

The benefits can truly be transformational as the actionable insight produced by the Quality programme when fed back into the business will drive data based decisions not only in your Ops, Training, Development and HR Teams but also Client Management, Legal, Compliance, Marketing and Product Development.

Key success factors to this is setting out the right metrics and methods right at the project outset. We see the critical importance of this when we onboard new Client programmes and we workshop the chosen goals as part of our project scoping from our 50+ bank of business impacting measures.

Highly agile and dynamic people and technology setups are critical to adapt to the evolving demands of your business and produce fully reliable data where there many moving parts.

As the saying goes “In the Lord we trust, for every thing else – we want to see the data”.


TRENDS FOR THE FUTURE OF LEARNING AND DEVELOPMENT by Yvette Renda, Director of People Development

As a trainer at BPA Quality, I like to keep on top of current thinking in my area, and so it was with interest that I read a report recently released by the Brandon Hall Group – a think tank specializing in theories of workforce management practice*.

The report highlighted that – in today’s world – organizations that fail to adjust their learning management practices and solutions often struggle with organizational growth as well as productivity.

As a result, forward-thinking companies are abandoning traditional methods of learning in favor of more effective solutions that engage talent and improve performance. And although the report focuses on the use of new technology to improve training outcomes, I found that some of the non-technological aspects were also quite interesting. After all, not every organization can immediately re-purpose all aspects of training strategy, tactics and materials to take advantage of cutting edge technology.

In fact, the aspects of the report that I was most interested in highlighted key trends affecting the future of enterprise learning and recommendations for selecting the right provider.

A number of key findings of the report jumped out at me:

* One-third of companies are increasing their budget for learning and development

* 41 percent of companies describe their culture as “Controlling”

* 59 percent of companies are leveraging social learning activities

Source: Brandon Hall Group 2014 Learning and Development Benchmarking Study (n=569)

Prioritizing the Individual

It is true that finding and keeping talent is no longer an HR challenge but a strategic business priority. Yet, the authors of the report found that most companies were unable to build lasting relationships with their employees in an effort to overcome these challenges. Instead of giving employees the tools needed to succeed, many companies feel threatened by their workforce and fearful of change. In fact, when asked to define their company culture, 41 percent of employees described it as “controlling”.

I agree with the authors that, with the emergence of a younger generation and the rise of the independent worker, companies must rethink their approach to talent and begin to prioritize the “individual”. I’ve found in my own work at BPA Quality that provision of a ‘peer coach’ to help new trainees apply the skills they’ve acquired in the workplace setting allows for an individualized approach rather than a ‘one size fits all’ ‘controlling’ model.

However, in my own view, for many companies this updated learning and development process is long overdue. Indeed, research shows that more than 50 percent of companies have revisited their learning strategy less than two times over the last five years and learning has remained, for the most part, stagnant. But the good news is that one-third of companies are increasing their budget for learning and development over the next 12 months.

With nearly 50 percent of these companies currently spending $100 per learner per year, it makes sense to conclude that companies need to become more strategic about their training programs and the type of learning experience offered by training enablers.

My recommendations

Although training is one of the most mature areas of talent management, it is also one of the most innovative. Yet making a decision to improve a learning management program and invest in a learning management solution is often a daunting challenge.

Happily, the authors offer some considerations that can help with this which I would recommend from my own training experiences at BPA Quality:

* Considering Adaptive Learning. Adaptive learning is a methodology that allows employees to learn at their own pace. Employees can be monitored individually and in real time to determine what learning approach will best suit their needs.

At BPA Quality we utilize this approach as can be seen in the afore-mentioned example of the provision of a ‘peer coach’ for new trainees to try out their new skills in the actual work setting under the guidance of their personal ‘peer coach’.

Personally, I’ve found that the Adaptive Learning approach allows employees to build confidence and overall expertise at their own individualized pace – and that this has positive benefits for both efficiency and long-term employee engagement, increasing productivity (a key metric of the report).

* Aligning with Business Objectives. It goes without saying that any training program should drive retention, engagement, and performance aligned with the organization’s business objectives. The authors were able to demonstrate that for those companies that did align learning and business priorities (48 percent), more than 70 percent were able to improve company revenue.

I happen to strongly agree with this and apply it in my own work. When I’m conducting training at our client sites every BPA Quality workshop that I conduct is based around the input, and expertise of the participants – from agent to management level training – and therefore keeps my training relevant to the participants, client environment and business objectives.

* Measuring Effectiveness. To determine if the learning strategy in place is driving business outcomes, companies must find a way to consistently measure its effectiveness.

This makes good sense to me, and at BPA Quality all team members participate in regular quality calibrations to ensure accuracy and complete understanding of their objectives and how they align with clients’ business objectives.


Put the individual first. I totally agree that companies must shift the way they view employees and consider focusing on the individual and his or her unique learning needs. For some companies, this strategy may include aspects of adaptive learning; for other companies, it could mean a different communication strategy.

At BPA Quality we have always based our training around an Adaptive Learning approach, and in terms of other communication strategies I always keep an open mind. The changing dynamics of our marketplace demand no less.

*[Brandon Hall Group is an independent HCM research and advisory services firm that provides insights on Learning and Development, Talent Management, Leadership Development, Talent Acquisition, and Human Resources.]

Customer Service Lessons from an Airport Beer

BPA QUALITY: Expert Series By The Professor

In my work with bpaquality.com, I get to travel quite a bit spreading the good word about contact center quality. For every awesome place I get to visit, it is always counterbalanced by those places where I wake up in the hotel room and can’t remember where I am. My fellow travelers likely have plenty of similar war stories to share in that line of thought, but one common theme has come up recently with my traveling companions…

Why are airport beers better than any other beers?

Now, while this may not stack up against the great mysteries of the world, it is a question that we pondered the application in our world of contact center quality. What lessons could airport beers teach us about contact center quality?

It’s New and Often Your First Taste of a Brand – Everywhere I go, I try whatever local microbrew is offered in…

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