customer relationship managment (crm) presentation for shared services in the public sector
TRANSCRIPT
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What is a “Customer Relationship Management (CRM) Framework ” for Shared Services and
Outsourcing Solutions?
SSON SHARED SERVICES & PROCESS IMPROVEMENT FOR HIGHER EDUCATION,HEALTHCARE AND GOVERNMENT
Wednesday, November 13th 2013San Diego, California
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Gain knowledge about CRM by understanding what a “CRM framework” in support of your service delivery solution actually means
Discuss and work through the 9 critical components of a robust CRM framework
Discuss how it can it be a benefit in Higher Education
Discuss why CRM is so critical to sustainable success
Work through some practical, real life examples
By the end of the session build capability to design a “best practice” Service Partnership Agreement
Key Topics
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About Chazey Partners
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Chazey Partners is a professional management advisory business, which brings together a unique wealth of expertise in implementing
and operating world class Business Support Services and Shared Services Organizations (SSOs) around the globe
We pride ourselves in having built, operated and turned around some of theworld’s most highly commended and ground-breaking Shared ServicesOrganizations
We have operationally delivered and consulted numerous programmes globally,over the last 20 years, in the US, Canada, Latin America, UK, Ireland, ContinentalEurope, India, Singapore, Australia, China, Middle East and Africa
We provide an end-to-end capability, advice, guidance, support andimplementation expertise, covering strategy setting, business case production,programme management, outsourcing assessment, implementation, processoptimization, technology enablement, training, and change management
Who We Are · Overview
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Who We Are · Specialties
FINANCE & ACCOUNTING●
HUMAN RESOURCES●
INFORMATIONTECHNOLOGY
●PROCUREMENT
●TRAVEL & EXPENSES
●GLOBAL BUSINESS
SERVICES
Expertise In Both Public Sector & Private Sector
PRACTITIONERS FIRST ●
ROBUST KNOWLEDGE TRANSFER
●EXCEPTIONAL PROJECT
PAYBACK ●
LIBERATING BUDGET●
EXPERTS IN DELIVERY
SHARED SERVICES AND OUTSOURCING
−BUSINESS
TRANSFORMATION−
TECHNOLOGY ENABLEMENT
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Who We Have Worked With
OUR CLIENTS …
WHERE HAVE WE COME FROM …
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Shared Services is the organization that…
Providing services that are…
Achieve by leveraging…
Employs a specialist team
Geographically unconstrained
Client-focused
High quality Non-core Mission critical
Repetitive or professionalLower costHigh efficiency
Organizational realignment
Technology
Standardization
Best Practices
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Structures have Benefits & Challenges
Remote from business
Unresponsive and inflexible
No Business/ Operational control over costs
Viewed as central overhead
Prevalence of shadow operations
Centralized
Challenges
Disparate processes
Multiple standards
Duplication of effort
Different control environments
High cost and costs unclear across the business
Not scalable
Decentralized
Challenges
Responsive to Business and Operational needs
Business/ Operations control decisions
Customized solutions to meet Business/ Operational requirements
Benefits Shared
Highly client focused
Commercially driven
Service Partnership Agreements
Clear unit costs
Flexible delivery
Clear understanding of drivers and activities
Common systems and support
Consistent standards and controls
Tight control environment
Economies of scale
Benefits
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ATTRIBUTE SHARED SERVICES CENTRALIZATION
Accountability Business Unit Corporate
Key PerformanceTarget
Service excellence and continuousimprovement
Cost reduction and central control
Service Partnership Agreements
Widespread Rare
ClassificationAn independentunit
Another corporate function
Responsibility Partnership Demarcation
Shared Services vs. Centralization
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Strategic Alignment and Ambition
Benefit
Tim
e
More than cost reduction
Cost Reduction• Focus on
cost• Consolidate
and Standardize
• Reduce fixed cost base
Re-engineering and Productivity
Enhancement• Focus on process• Reduce/eliminate
none value-added activities
• Reduce errors and increase rework
• More timeliness and accuracy of information
Value Creation and Continuous
Improvement• Focus on Value• Leverage Shared
Services network and expertise
• Create new services that enable business transformation
Integrated Strategic Service Delivery
• Focus on strategic business drivers
• Create strategic partnerships
• Ensure seamless integration of outsourcing
• Enable a virtual organization
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Shared Services in Higher Education in US
Although shared services is not a new concept in the US much of it has been siloed within various Federal agencies rather than organized as a single shared service initiative across all or much of Federal Government
Higher Education on the other hand has made good inroads into adopting shared services although it is still early days
Examples of Shared Services can be seen at many Universities across the US, such as at Yale University, Harvard College, University of Michigan, University of Illinois, Cornell, Indiana University and Berkeley
Most examples are single function Shared Services at present
To date not a lot of progress has been made from a multi-functional perspective and many Universities have not started with anything yet
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Shared Services in Further Education in US
The recession has impacted both Public and Private Universities
The recession and the accompanying revenue decline at the state level has left less money to fund education
Increasing student fees alone has not been sufficient to close the budget at many Universities and Colleges
Many institutions are looking to shared services to help them close the budget gap, increase efficiencies and provide better service.
5 years ago shared services was not very developed in Higher Education in the US but that is changing fast.
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North American Universities by Maturity Source SSON September 2013 from research by the University of Kansas
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Higher Education Shared Services Examples in Canada - 2013
Toronto Catholic district School Board
Doing some strategic purchasing with other Catholic School boards, but no true shared back offices.
British Columbia Ministry of Education
Deloitte study to identify opportunities for cross-functional collaboration
Found “service delivery transformation” could generate recurring savings of “100-246 million”
Province of Ontario
Announced estimated savings of $10.5 million in “back-office” costs through merging schools, while preserving individual classrooms
NorQuest College
Joined University of Alberta, NAIT and Athabasca University in a major inter-institutional collaborative project using cloud computing to change the way schools deliver online services to students
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Challenges and sector specific considerations in implementing Shared Services in the public sector include:
A risk adverse landscape
Consensus driven decision making slowing down timelines
Fear of loss of autonomy
Competing priorities
Fewer levers to incentivise people
Longer payback period
Challenges to implementing Shared Services in the Public Sector
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Specific challenges in the education sector include:
Universities are independent, autonomous entities and operate in a competitive environment
A direct and clear mandate for shared services has to be established to drive the necessary cooperation
Cultural challenges have to be addressed to drive standardization
Gaining Stakeholder Support amongst a diverse array of stakeholders
Collaborating Across Boundaries
Challenges to implementing Shared Services in Higher Education
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At your table……
Designate a note taker
Define what we mean by ‘customer’
Discuss what can and does go wrong in the customer relationship
Make a list of top 5
Note taker reports to larger group
Approach (15 Minutes)
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• Challenging experience
• Lack of clarity on who does what
• Dealing in “perception versus reality”
• Focus is on negative aspects of service delivery• one way traffic• what’s gone wrong?? – number of issues
• Strained customer relationships
• Focus on “fire fighting” and maintaining morale takes the emphasis away from customer service
Customer Relationship Management distinguishes a Shared Services organization from a simple act of centralization and drives a spirit of partnership between the SSC, its customers, and all key stakeholders.
Operating with no “CRM” Framework
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Customer• Service orientation in place• Structured way of dealing with customers• Customer satisfaction levels understood• SPAs in place • Reality versus perception• Account management
Process• Processes documented• Standardized, controlled & repeatable activity• Recharging methodology• Benchmarking – internal/external• Metrics: Control Based; (ii) Efficiency &
Effectiveness
Technology• ERP implemented• Document Scanning Solution• Workflow• Automated Payments• Elimination of Side Systems• Self services tools• Automated Score Cards
People• Skilled Leadership in place – do not compromise on
competencies• Team shape & stability – process shaped/spans of
control/staff – perm v temps• Team members – culture, values & behavioral competencies
assessed • Team morale, reward & retention• Working environment conducive to team working
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Who is our “customer”, both internal and external?What is the difference between a “customer” and a “consumer”?How do we define customer satisfaction?How do we measure customer satisfaction today?What are the potential key benefits to our customers of transformed Common Services:
Higher levels of service (faster/better)Lower cost of service (cheaper)Tighter control environment (control)
Do we understand customer requirements?How do we interact with the customer today?Can we secure and strengthen faculty, staff and student buy-in?How are the Service Partnership Agreements (SPAs) in place working today?What are the key constraints/hurdles that we need to overcome in operating a customer-focused Common Services Organization?
Critical Importance of the Customer
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Scenario: “Management decides to reduce the hours of their help desk for their information technology services.” What are the key drivers behind the decision?
Corporatization/Centralization:
Users of service must accept corporate direction
Cost containment is prioritized over performance
Transformed Common Services:
If consumers of service are unhappy, they’ll leave
Performance is prioritized over cost containment
If your organization is not focused on the customer, you either:Do not have transformed Common Services
Will not have transformation for long (it will fail)
No Customer, No Transformation
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Customer Relationship Management Framework
Account Management
• CSO to client; via reporting, interaction, escalation & communication
Client Contact Management
• Client to CSO; to manage and resolve queries and drive learning/improvement
Service Partnership Agreements
• SPAs are 2-way agreements clarifying both CSO services and client inputs
Client Feedback
• Client satisfaction continuously monitored both informally and formally
Continuous Improvement
• Mechanisms to identify the areas for improvement and to develop solutions
Process Control Database
• Documents end-to-end CSO processes; highlights activity of both CSO & client
Performance Measurement
• Comprehensive KPIs, measures and metrics framework, CSO & client
Performance Reporting
• Process performance will be reviewed monthly by CSO and client
Recharging Methodology
• Define basis for charging for CSO services to turn consumers into clients
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At your table…..
Designate a note taker
Discuss the 9 component components and the relative importance of each and why?
Feedback to group
Approach (20 Mins)
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Customer Relationship Management Framework
Account Management
• CSO to client; via reporting, interaction, escalation & communication
Client Contact Management
• Client to CSO; to manage and resolve queries and drive learning/improvement
Service Partnership Agreements
• SPAs are 2-way agreements clarifying both CSO services and client inputs
Client Feedback
• Client satisfaction continuously monitored both informally and formally
Continuous Improvement
• Mechanisms to identify the areas for improvement and to develop solutions
Process Control Database
• Documents end-to-end CSO processes; highlights activity of both CSO & client
Performance Measurement
• Comprehensive KPIs, measures and metrics framework, CSO & client
Performance Reporting
• Process performance will be reviewed monthly by CSO and client
Recharging Methodology
• Define basis for charging for CSO services to turn consumers into clients
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Challenging experience Lack of clarity on who does whatDealing in “perception versus reality”Focus is on negative aspects of service delivery
One way trafficWhat’s gone wrong?? – number of issues
Strained customer relationshipsFocus on “fire fighting” and maintaining morale takes the emphasis away from customer serviceThe Customer Interaction Framework distinguishes a transformed Common Services organization from a simple act of centralization and drives a spirit of partnership between the CSO, its customers, and all key stakeholders
Operating with no CRM Framework
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Why do we need a CRM Framework?
To be able to manage the impacts on both the Upstream and downstream processes that are not directly managed by the SSO
Receive
Goods or
Services
Approve
Purchase
Requisition
Raise
Purchase
Requisition
Receive
Purchase
Invoice
Post
Purchase
Invoice
Approve
Purchase
Invoice
Pay
Purchase
Invoice
Raise &
Send
PO
Upstream
Downstream
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CRM FrameworkAccount Management
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KEY RESPONSIBILITIES
1. Responsible for facilitating successful client relationships
2. Client Account Manager has “internal clients” 3. Key interface and internal escalation point
between Portfolios/Branches/Programs (Customer) and CSO
4. Acts as the “Account Manager” and “voice of the Customer”
5. Helps establish and manage Customer Interaction Framework in P/B/P
SPA definition and agreementInteraction structure implementation Governance and reporting framework
6. Plays a key role in helping define service delivery expectations on behalf of the Customer
7. Engages with Customer to improve upstream process performance
8. Fosters dialogue with fact based analysis and reporting with Customer to collaborate and drive process improvement
9. Supports process and service harmonization consistent with agreed process standard
ACTIVITIES AND INTERACTIONS
1. For normal day-to-day interactions a client will contact CSO directly – in the event of much more complex issues or service dissatisfaction then they can “internally escalate” to the Client Account Manager
2. The Service expectations discussions will not just be about what CSO has to deliver but also about what needs to happen in the Portfolios/Branches/Programs to support service delivery
3. A key issue with process performance is the need to effectively manage transparency and process compliance
4. In addition to informal and ad-hoc dialogue, the Client Account Manager will hold a regular meetings with the Customers to review process performance, issues and resolution
Account Management
Responsibilities, Activities & Interactions
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Competencies Beliefs BehavioursCustomer
Focus
“Byunderstandingtheneeds
ofmycustomers,Icanimprove
theserviceIofferthem’’
· Knowwhoourcustomersareandwhattheyneed
· Seethingsthroughourcustomerseyes
· Gooutofourwaytodeliverwhatourcustomerswant
Accountability “Myactionsandperformance
directlyimpactthe
performanceofothers”
· Givesandreceivesfeedbackopenly
· Performstaskseffectively,evenundertimepressure
· Understands&actstosupport,widerbusinessobjectives
Team
Commitment
“Everyoneintheteamhas
somethingvaluableto
contribute”
· Takescollectiveresponsibilityratherthanattributes
individualblame
· Supportsthosewhosurfaceproblems
Innovation
“Everythingwedoisopento
challengeandimprovement”
· Demonstratesabilitytoidentifyopportunitiesfor
processimprovements
· Providessolutions,notjustissues
Flexible ‘’Mywayisnottheonlyway’’ · Seeschangeasanopportunityandnotathreat
· Opentoalternativeapproachesandworkingstyles
· Openlysharesknowledgewithinthegroup
Organized “PrioritizationensuresthatI
delivermyworkloadandstill
getinvolvedinotheractivities”
· Seeseachjobthroughtocompletion
· Completesprocessinginanefficientandeffective
manner· Recognizesthecostimplicationsofallactions
Learning “MyproficiencydirectlyimpactstheabilityoftheSStodeliver"
· Ismotivatedtotakeonnewchallengesanddevelopnewskills
· Sharesskillsandexperiencetobuildteamcapacity
Account Management
Competencies, Beliefs, Behaviours
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Executive Management
Customer Forums
BusinessConsumers
ExecutivesManagersEmployees
Self-Service Front Line
SupportCentre
ExceptionHandling
PolicyPayroll
Other Services
Recruitment
SSC: Delivering Transactional Support Services
CRM Framework
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Governance
Governance is the means of operationalizing a successful
shared services and / or outsourcing relationship.
A Governance and Customer Relationship Framework that clearly defines between SSC and the Business who does what, and to what target and/or standard (SPAs, etc.)
The SPA is the agreement between the SSO and business about “who does what in the process and to what standard”.
Joint ownership of efficiency targets, etc. through clearly defined responsibilities and standards between SSC and the Business
Relationship Management framework
This will only work through clearly defined SPAs, relevant metrics, escalation, transparency, clear accountability and collaboration
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Below is a poignant quote from Jan Carlson, president and CEO of Scandinavian Airline Systems (SAS)
“Nothing is more fragile than the fleeting contact between a customer in the marketplace and an employee on the front lines. When you establish contact, that’s when you establish SAS.”
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Transaction Processing
Call Centre
OnlineQuery
Function
OnlineShopping
Cart
Purchase Cards
ElectronicData
Interchange
ElectronicAuthorizations
Online PortalsDirect DeliveryOf Mail
Customer Contact Management defines how regular/daily interactions with Customers are managed, how they contact the CSO to request service, and also how requests are managed to completion
Customer Contact Management
Funnel Approach
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Customer Contact Management
1) An employee has a problem or needs information
2) The employee calls Front Line Support
explaining her problem or submits email request
3) Front Line Support receives therequest and
resolves the issue,
OR
4) Front Line Support registers the request and informs the customer with:- the deadline for conclusion - number of her request- If Request passed toException Handling
5) Problem resolved andnotification made to the
customer
Communication to Closure
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Requests may be Transactional, Informational, or Query
Process must be flexible enough to accommodate each request type and each contact channel type (eg. phone, email, through a meeting or conversation, etc.)
Each request must be captured, routed, acted upon, monitored, and resolved
This should be enabled through Case Management software if possible
A structured Telephony solution is preferred
Customer Contact Management
Key Requirements
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Customer Contact Management
Key Requirements:
• The organization structure will be process based but will serve ALL Divisions
• In each Process Stream, team shape will be structured around 3 key activities:
• Customer interaction• Processing• Exception handling
• High levels of process standardization required to help facilitate this
A “Customer Interaction” and “Transaction” structure to facilitate higher levels of service response and process efficiency
H2R Manager
Payroll
Supervisor
HR Generalist
Supervisor
L&D Supervisor
Payroll Exception
Handling
Payroll
Administrators
Payroll Front Line
Support
HR Exception
Handling
HR Administrators HR Front Line
Support L&D Exception
Handling
L&D Assistants L&D Front Line
Support
ManagerProcess Role
Front Line SupportException Handling
H2R Team
Organizational Structure
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DEFINITION
The Service Partnership Agreement is an agreement between the CSO and the Customer that:
Is a “two-way” agreement, recognizing that this is a partnership
Identifies the services to be provided by the CSO to its customers
Identifies the inputs that are required from the Customer to allow the CSO to provide its services
Allocates responsibilities for service delivery between the CSO and the Division
Defines the appropriate level of service to meet customer needs
Defines the major service management processes
RATIONALE
• Clarifies the relationship and expectationsbetween the CSO and its customers
• Provides a framework for performance measurement and process improvement
• Increases the CSO and customer’s understanding and response to customer needs
Service Partnership Agreement
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Spirit of cooperationOwnership of:- Process- Systems - Data
Parties to AgreementSummary Service ProvisionCommunication Interaction Channels
Availability - Operational HoursAD Hoc RequestsDuration of the SPA
Performance Measurement & ReportingNon-conformance ManagementProcess ImprovementTarget SettingCharging Mechanism
Daily TransactionsService TransactionsBusiness Critical Transactions
List of service items - what Shared Services does- what the Business Unit does
1. Overview
2. Operating Principles
3. Scope of the SPA
4. Performance Measurement
5. Issue Resolution
6. Service Items
7. Signatures
Structure of an SPA
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Identify activities & processes, services & products provided, and output #’s and costs
Quantifies activities & costs Identifies non-value added
Performance Metrics, Benchmarks, & Bal Scorecard Data
Determines which activities/costs support specific Business Units (e.g., SPAs/Chargebacks) Outsourcing Comparisons Best Practices
Activities
Resources
Services
Cost Drivers
Process improvement initiatives
Outputs & Performance
Measures
costing
process
Creating Service Partnership Agreements
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Customer Feedback
BalancedScorecard
Creation of SPAs
Delineation of roles and responsibilities
between SSC and other functions/ local regions / businesses
Standardised processes and sub-processes across all functions
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Example Customer Communication and Feedback Mechanism
Communication
Mechanism
External Customer /
Supplier Survey
(Annual)
Regional/
Customer
Forum
(Monthly)
Internal Customer
Survey
(Bi-Annual)
StrategicReview Forum
(Quarterly)
Regular
Customer
Calls
(Weekly)
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The ‘intangibles are as important as the ‘tangibles’
….initial perceptions must not become realities
What’s Potentially Better What’s Potentially Worse
Cost savings Slow response and recovery
Standardized Processes Inflexibility
Controllership Risk of business unit “working for shared services”
Common System Lost decision rights
Consistent process metrics Additional bureaucracy
Accessibility and Quality of information
Disconnection from the business
Customer service Management Lack of local personal support
Quality in the process Local desire to “touch everything”
Defining Customer Satisfaction
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Cu
sto
me
rs
SIPOC Cycle : Supplier, Inputs, Processes, Outputs, Customers
Value Added Activities
Sup
plie
rs
Inputs Outputs
Process
Right First Time(No InternalDefects)
No ExternalDefects
High Efficiency & Productivity Levels
No BacklogsHigh Process Accuracy &Timeliness
Low Unit Cost per Transaction
Continuous Improvement
Operating Metrics: Focus of Rework Analysis & Dashboard
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Continuous Improvement (CI)
Governance & Strategy
Eliminate Waste& Retain Critical
elements
Establish Order
Instil DisciplineStandardization
• Leverage global methodologies like LEAN 6-sigma a proven method of improving business efficiency and effectivenessthrough the framework of DMAIC
• Define• Measure• Analyse• Improve• Control
• Create a dedicated team for CI
• Senior Leader sponsorship
• Develop skill-set
• Integrated and not stand-alone
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CRM FRAMEWORKProcess Control Database
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Main Input to SSC delivered by Business
SERVICE ITEMDepartment responsibility
(included in the SPA)
Intermediate output for internal use. This output may be shown to the client but is
not critical
Not included in the SPA
Main Output of a process performed by SSC
SERVICE ITEMSSC responsibility
(included in the SPA)
Sample process flow
Shar
ed
Serv
ice
sD
ivis
ion
Clie
nt
Input Task
System Task
DecisionPoint Manual Task
Manual Task Output Task
No
Yes
How the Process will Operate
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Main Input to SSCdelivered by Business
SERVICE ITEMDivision responsibility
Intermediate output for internal use. This output may be shown to the customer
but is not critical
Not included in the SPA
Main Output of a process performed by SSC
SERVICE ITEM - SSCresponsibility
Customer PerformanceIndicators
INPUT KPIs
Service PerformanceIndicators
OUTPUT KPIs
How the Process will be Managed
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Function of the Service Offerings Item List:
• Identify respective responsibilities of SSC and the customer• Identify Divisional deviations from standard services
Detailed Service Offerings
Responsibility
ID ServiceActivities
PerformedSSO
á
Complete special leave form
á Agree special leave to be granted
á Tick relevant payment box and send form to SSOá Form logged by SSOá Form actioned for payment or deduction
b
b
á
Complete holiday request form á
Authorise holiday and log request á Send form to SSOá Log request and scan to COINS HR
b
Manager
H2R12.1 Holiday Request (Staff)
This service covers the booking and payment of annual leave
Emplloyee
Manager
Moves and Changes
Brief Description Division
H2R11.0 Special Leave Request
This service covers the granting of paid or unpaid leave outside of the annual leave process
Emplloyee
Manager
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Performance Measurement Approach
Internal PerformanceIndicators
Service PerformanceIndicators
Customer PerformanceIndicators
How well does the SS Unit deliver the agreed services ?
How good is the quality of the input delivered by the internal
customer ?
How effectively and efficiently is the process organised ?
How well is the process doing overall?
Shar
ed
Serv
ice
sC
ust
om
er
Input Task
System Task
DecisionPoint
Manual Task
Manual Task
Output Task
No
Yes
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CRM FRAMEWORK PERFORMANCE REPORTING
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1 Performance Commentary
2 Key Performance Indicators
3 Appendices
Service Performance Report
SSC
Monthly
Performance Commentary
- Achievements past period- Initiatives next period- Other commentary (e.g. main risks and issues, Process
Improvement activities, high level summary of Key Performance Indicators,…)
Key Performance Indicators
- Service Performance Indicators- Customer Performance Indicators- Selection of Internal Performance Measures- Root Cause and Effect Analysis- Customer Specific KPIs
Appendix Topics
- Process Improvement Overview- Ad-Hoc Services Delivered- Risks and Issues- Service Incidents- Backlogs
Contents of the service performance reporting
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Italy October November December January Difference
AP 98.87% 97.79% 96.22% 96.18% -0.04%
FA 100.00% 98.46% 98.57% 100.00% 1.43%
GL 99.63% 100.00% 100.00% 99.59% -0.41%
HR 100.00% 100.00% 100.00% 100.00% 0.00%
Switzerland October November December January
AP 98.01% 98.58% 89.92% 88.71% -1.21%
FA 100.00% 100.00% 100.00% 100.00% 0.00%
GL 99.00% 99.00% 97.96% 96.89% -1.07%
HR 100.00% 100.00% 100.00% 100.00% 0.00%
Slovenia October November December January
AP 100.00% 100.00% 92.86% 81.82% -11.04%
FA 100.00% 100.00% 100.00% 100.00% 0.00%
GL 100.00% 100.00% 100.00% 96.77% -3.23%
HR 100.00% 100.00% 96.15% 100.00% 3.85%
Austria October November December January
AP 94.04% 94.13% 93.42% 91.54% -1.88%
FA 93.48% 100.00% 98.25% 100.00% 1.75%
GL 99.37% 100.00% 99.27% 98.19% -1.08%
HR 100.00% 97.62% 100.00% 99.56% -0.44%
HO Vienna October November December January
AP 88.46% 91.67% 80.85% 72.73% -8.12%
FA 100.00% 100.00% 100.00% 94.12% -5.88%
GL 100.00% 100.00% 99.53% 99.19% -0.34%
HR n/a n/a n/a n/a n/a
Baltics
FYROM
Monthly Performance Overview
Region 1
SLA Adherence on Service Requests
Dashboard Example
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In your groups discuss the differences between an SLA and an SPA in the following areas:
Direction
Owner of the process
Performance Measures
Principles & Values
Problem Resolution
Approach (10 minutes)
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Customer Relationship Management Framework
Account Management
• CSO to client; via reporting, interaction, escalation & communication
Client Contact Management
• Client to CSO; to manage and resolve queries and drive learning/improvement
Service Partnership Agreements
• SPAs are 2-way agreements clarifying both CSO services and client inputs
Client Feedback
• Client satisfaction continuously monitored both informally and formally
Continuous Improvement
• Mechanisms to identify the areas for improvement and to develop solutions
Process Control Database
• Documents end-to-end CSO processes; highlights activity of both CSO & client
Performance Measurement
• Comprehensive KPIs, measures and metrics framework, CSO & client
Performance Reporting
• Process performance will be reviewed monthly by CSO and client
Recharging Methodology
• Define basis for charging for CSO services to turn consumers into clients
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North America | Latin America | Europe | Middle East & Africa | Asia-PacificNorth America | Latin America | Europe | Middle East | Africa | Asia©Chazey Partners 2013 69
Phil SearleFounder and CEOChazey PartnersOffice: +1 408 402 3008Mobile: +1 408 460 [email protected]
Chas MooreManaging DirectorChazey Partners, CanadaOffice: +1 855 692 629 ext 201Mobile: +1 250 469 [email protected]
Grant FarrellManaging Director Chazey Partners, USOffice: +1 866 337 4699 Mobile: +1 408 767 [email protected]
Robert TowleDirector - East CoastChazey Partners, US Office: +1 866 337 4699 Mobile: +1 862 812 [email protected]
Thank You
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