Create scorecards to evaluate the performance of each customer service division by (date)
Scorecard system implemented
Deploy and maintain a knowledge base by (date) that provides customers with easy access through multiple channels
Knowledge base implemented
Develop a process to identify the root causes of customer service problems by (date)
Problem identification process implemented
Develop an overall contact center strategy that ensures all channels work together to get accurate answers to customers as quickly and efficiently as possible
Strategy developed
Develop and track customer service and performance metrics by (date)
Metrics developed and tracked
Evaluate and select a tool for optimizing escalation and workflow rules
Workflow tool selected
Evaluate costs, benefits, and risks of outsourcing customer support services by (date)
Cost-benefit analysis conducted
Evaluate, select and implement a new CRM by (date)
CRM implementation deliverables met
Expand online FAQ database to meet customer self-service needs by (date)
FAQ database expansion completed
Implement a chat system by (date) that enables proactive intervention with online customers
Chat system implemented
Implement a common incident repository to track customer incidents across all channels
Incident repository implemented
Implement measures to improve stress management of customer service representatives by (date)
Stress management measures implemented
Improve team compliance with escalation process by (date)
Incident logs
Improve technical skills of customer service team through training initiatives by (date)
Training pre-and post-tests
Increase the number of people who visit customer service Web site to at least __(#) by the end of (date)
# customer service Web site visitors
Listen in on __ (#) hours of customer service calls per month
Call monitoring log
Provide regular reporting of customer service and performance metrics by (date)
Reports distributed every (time period)
Reduce customer service calls __% by (date), by implementing a proactive email messaging service to notify customers of changes in products, services or policies
Customer service call volume
Systematically capture customer needs by implementing multiple "listening posts," such as customer surveys, telephone interviews, focus groups, and customer comment cards, by (date)
Listening posts implemented
Upgrade tracking and reporting capability for customer service department by (date)