Mapping the journey
Improvement begins by drawing the journey as it is today: where customers arrive from, what they wait for at each step, where they give up. The map is drawn from data rather than assumption.
- Every step on the map is validated against real records
- Drop-off points are marked with numbers
- Customers who switch channel are tracked separately
- Internal process steps appear on the map too
Closing the breaks
Breaks usually happen at a handover between two teams: sales to operations, operations to support. Unless the information to carry across is defined, the customer explains themselves again.
- What transfers at handover is defined field by field
- Time to first contact after handover is measured
- Stalled records are reminded to their owner
- Information customers are asked for twice is listed
The real difference shows in the few seconds an agent spends talking to the customer. If seeing the history means opening another screen, the customer waits — and waiting is itself an answer.
- An agent sees the history without putting anyone on hold
- Open requests and the last delivery share one screen
- Topics the customer already raised arrive flagged
- How many systems feed the view never reaches the agent
Measurement and the feedback loop
Experience that is not measured cannot be managed. Satisfaction, resolution time and repeat contact rate are tracked together; feedback goes straight to the process owner and becomes a change.
- Repeat contact rate reveals resolution quality
- Feedback is routed to the process owner
- Changes made are communicated back to customers
- Measurement definitions stay constant across periods