“We wanted to upgrade the process improvement skills of all of our staff, and Shelley was superb in every way! She taught us not only advanced business process improvement skills, but also her wealth of real client experiences added a great amount of color and dimension to the training. We are already using her ideas with our clients. Thank you Shelley!”

Shelly Berlin
Partner
Berlin, Eaton & Associates

 

Case Study

Providing What Clients Want: Both Personal and Efficient Customer Service

Industry: Healthcare

The Situation
Clients were complaining about frequent service problems. As customers saw it, problems were assigned to one rep and then bounced to another support person. Their issue could go down a black hole, and problem resolution extended long after agreed completion times. The company was worried about retaining customers.

Ideas and Involvement
We put together a cross functional team of call center, client service specialists, and account managers with their management. Together we analyzed two key jobs handling service problems, and studied multiple client entry points to the company. We also reviewed the ‘good and the bad’ of the automated case tracking and identified best practices in account management.

Impact
We separated the roles of the account manager and customer service manager, the first moving to a proactive strategic role and the second to a daily operational excellence role. We set up a one touch system that allowed customers to get live phone service immediately. Clients loved it! We built rules into the automated tracking software to service clients vs. passing the buck. In three months we annihilated the backlog of 400 problem cases, eliminating customer issues.

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