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Baldwin County Commission Customer Service Advisors provide expert advice and guidance to citizens with KPS Universal Knowledge

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Baldwin County, Alabama, located along the shores of the Gulf of Mexico and Mobile Bay, has
a population of over 200,000 residents as of the 2020 Census and is in the top 10 fastest growing
metropolitan areas in the United States. Ten years older than the State of Alabama, Baldwin County remains Alabama’s largest county, covering over 1,600 square miles.

 

The mission of the Baldwin County Commission is to provide customer focused services to people who live, work and visit Baldwin County so they can enjoy a safe and thriving community and experience our unique heritage and natural resources. The Citizen Service Center offers services ranging from assisting callers and providing information for our courts and probate to waste management, parks and recreation and building permits.

 

Baldwin County have been using Universal Knowledge from Knowledge Powered Solutions
(KPS), for over 13 years, having initially implemented the KPS solution as part of a wider CRM rollout. Now in its 14th successful year, Baldwin County Commission recently upgraded to the KPS flagship Knowledge Management Solutions (KMS), which provides a highly configurable interface and additional collaboration features.

 

Customer Service Advisors use the KMS to provide advice and guidance to citizens, businesses and visitors using a wide variety of content types including information from the Baldwin County
Commission website, Knowledge Items directly authored and managed within the KMS, uploaded
documents and decision trees. The KMS provides a single unified platform for advisors to access all required information, using advanced search and browse capabilities.

 

Decision Trees are used to map complex processes for court proceedings, social service agencies, and license applications to name but a few and are widely used by advisors to quickly step through a set of questions and answers in a simplified manner. The Baldwin County Commission also widely use the collaboration features of Universal Knowledge. From hot topics to required
reading notifications, the KMS provides a dashboard view to advisors of the most important information they are required to be aware of, including any requests for changes or additions to the KMS.

 

Baldwin County’s ‘How Do I?’ section on their website is powered by Universal Knowledge.
A citizen can simply ask their question using natural language and Universal Knowledge will
return the most relevant results. This benefits the citizen by quickly providing the correct
information and benefits the contact centre, as they are able to both see which questions
are being asked via their self-service portal and whether they are being resolved by the
knowledge base.

 

It is the flexibility of the design of the KMS which makes the process of providing information to citizens so simple, with the ability to segregate information for internal and external use, with a single article being managed at the backend as each section of a Knowledge Item can have different rights and roles assigned.

 

‘In emergency situations the KPS KM tool is vital for our operations. When we experienced major hurricanes in 2020, we had to rotate staff in from other departments to support our 24/7 operations. The KPS KM tool is intuitive and these staff members, previously not used to the KMS were able to provide critical information to citizens without delay. Had we not had the KPS KM tool at the time, I’m really not sure how we would have coped with the demand’

‘KPS is a very responsive supplier who works closely with us to ensure the KMS meets our needs today and in the future’

Shannon Spivey
Customer Relationship Manager at Baldwin County Commission

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KPS provides LBBD a single unified platform to capture and quickly access information from a variety of sources

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The London Borough of Barking and Dagenham council (LBBD), based in East London, serves a
population of approximately 230,000 citizens on a wide range of issues, from social housing to
support for community-based health initiatives.

 

The Contact Centre provides telephone-based support whilst its Libraries & Walk In Centres
provide face to face support, both channels requiring access to a wealth of information
which must be easily accessible and up to date.

 

The Universal Knowledge solution from Knowledge Powered Solutions provides a
single unified platform to capture and access information from a variety of sources, including
the LBBD website which is a rich source of information for citizen enquiries. Additional
information is stored directly in the knowledge base, captured using templates for consistency
of style and structure.

 

Subjects are wide ranging and include council tax support, social housing, repairs, parking, schooling and advice and guidance on money and debt. The contact centre receives circa 6500 calls per week and the advisors must be ready to answer questions on such a wide range of issues, it would be impossible to retain all the knowledge required to perform their role.

 

Different teams within LBBD provide assistance, such as a Generics Team, who deal with enquiries relating to housing, parking, highways and other services delivered by the council, the Repairs team who deal with repair requests for council maintained properties and the scheduling of the appointments and also a Revenue and Benefits team who deal with enquiries relating
to council tax, rent and benefit support.

 

The Universal Knowledge base provides configurable layouts for different teams to ensure that a user sees their information as soon as they log in, making the process of finding information as simple as possible. With the ability for all users to provide feedback in the case of missing or inaccurate information in the knowledge base, LBBD can easily maintain the information, to ensure queries are answered quickly and accurately.

 

Due to the success of the knowledge base within the contact centre since the upgrade, LBBD have recently rolled out the usage to the ‘Universal Solutions’ team, which provide additional support for citizens in the community, such as Walk-In Centres and also staff based in libraries and nurseries. With a one stop shop for sharing information within Universal Knowledge, LBBD can
continue to provide outstanding levels of customer service to the citizens within their borough.

 

LBBD have worked with Knowledge Powered Solutions (KPS) for over 8 years, to ensure a single version of the truth is easily captured, maintained and searchable for its employees. A recent upgrade took LBBD from an older version of Universal Knowledge to KPS’ new platform, which they have implemented as a SaaS solution. With only a handful of days of Professional Services from Knowledge Powered Solutions and a Train the Trainer approach to rollout, the new platform was up and running in just a few weeks.

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Indiana University Health representatives provide patients with quality and timely information

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Service knowledge management helps service agents and self service interactions become effective, timely and conclusive.

Knowledge management plays a key role in the patient access sector, as a key driver for improving the quality of information provided, with immediate access to all information required to serve a patient’s needs.

It goes without saying that the number one priority for any healthcare organisation and its staff, is patient care and delivering a successful patient experience. Close behind patient care as a priority is also to establish efficient processes throughout the organisation, which will optimise operations and enhance a healthcare organisation’s standing when providing premium levels of patient care.

 

The simple answer is anywhere, but the area of most importance is the first point of contact – the call centre. Like any call centre, patients expect to be provided with the highest level of customer service and add to that the fact that health and wellbeing could be on the line, the process of delivering exceptional customer service just became that much more important.

The first step in the experience of what could be a scared or emotional patient is a call to the call centre and how this call is handled is paramount to the success of a healthcare organisation

 

So where does a knowledge management system fit into patient care?

These calls could span a wide range of queries, from insurance coverage and claims to clinic times and patient enrolment, there is an abundance of information that needs to be correctly communicated to the patient and if the information is unavailable a correct pointer of where to go next is just as important.

Failure to get the right information at the right time can lead to patient dissatisfaction and seeking help from a rival institution.

 

How can knowledge management in healthcare help to alleviate these issues?

A comprehensive knowledge management system enables any organisation to harvest their knowledge for healthcare from any location and presents it to those who need it as quickly as possible. A key problem within a healthcare organisation’s call centre, is that this knowledge is frequently changing on a daily basis, therefore necessitating the need for quick and effortless content creation and maintenance from a wide range of authors.

Content changes and creation not only need to be made but they must also be conveyed to the agent with a clear notification of these changes.  Notifying agents of recent updates throughout the day within a single system, is a powerful tool to streamline the activities of the agent and allows them to quickly and accurately transmit the correct information to a patient during a potentially complex call scenario.

In addition to notifying call centre staff of recent updates, agents must have the ability to readily find the information they are looking for from a vast amount of broad and varied information. Providing agents with the ability to search a knowledgebase system with Natural Language Search and using the customer’s own terminology, not only presents them with an accurate result first time, but also captures both the topic and context of patient queries, which is invaluable when looking at areas to strengthen your healthcare organisation’s knowledge.

 

Who else can benefit from knowledge management in healthcare?

With functionally sound knowledge base software and the right culture in place to adopt a knowledge management system, the importance of knowledge for healthcare and its benefits can be appreciated across the whole healthcare institution.

Provided that they have the privileges to do so, anybody within the organisation from consultant physicians to call centre agents, has the ability to contribute their tacit and experiential knowledge into a knowledge management system. This enables you to hone in on one of the most valuable assets of any organisation and place it at the forefront of activities when providing excellent patient care and making key business decisions.

Having this knowledge at every point of call ensures that patient satisfaction is enhanced, but also that patient retention and acquisition is maximised. This comes as a close second place to patient care when evaluating the role of knowledge management in business operations and maximising healthcare growth and innovation.

 

Indiana University Health Patient Access Center

The IConnect Patient Access Center within Indiana University Health, serves as IU Health Physicians central service center and is a key source of general health and clinical program information and support for the organization. Highly trained service centre staff Staff provide support for patients and provide direct phone support for primary and/or specialty clinical operations. Duties are wide ranging, including reviewing health information via Electronic Medical Record (EMR), scheduling appointments, registering patients to requesting medication refills, correspondence with clinical staff through message center, and providing general triage support.

 

Drivers for a Knowledge Management System

The need to provide immediate resolution to a customer’s needs requires instant access to a number of systems and, importantly, up to date clinic and physician information. Empowering the representatives with the information they needed, in the most efficient and effective way would maintain a high level of professionalism and continue to increase the quality of service. These were the key drivers for the selection of a knowledge management software.

 

Service Knowledge Management Tying Knowledge Together

The challenge is to make sure that each and everyone of the interactions provide prompts, accurate and concise responses to enquiries.  By tying together all sources of information through service knowledge management solutions, you can ensure that the end user receive the same response regardless of channel.

The best solutions are indexing all relevant knowledge at source and making this available across all active channels including service desks, phone response teams and on-line self service.  By indexing all available knowledge and serving this through multiple channels you can ensure consistency and integrity of the advice provided.

 

Key features that enable this include:

 

  • Simple search capabilities supporting natural language search and user focused content listings
  • Easy access to reports and tools for identifying and closing knowledge gaps
  • Segmentation of access to the knowledge base through user segmentation

 

Design for natural language search to make it easy for the user

Service interactions whether on-line or through service agents ultimately involves a human being looking for an answer.  Most critical to service effectiveness is the ability to interpret the need which is often stated as a question.  Organising and indexing available knowledge in ways that allow natural language search increase the effectiveness of the service.

Natural language search with continual refinement of search results through user feedback will take the user to the best answers first.  It will also increase the effectiveness of interactions across all channels as both questions and answers gets indexed and correlated together with their efficacy.

 

Reporting and Knowledge Base Curating Tools that Creates Focus

Any knowledge base will have gaps, either missing information or information that does not accurately address the users needs.  By monitoring and reporting on the actual service interactions, information can be added or modified to ensure the most common needs are served better over time.

 

Why IU Health selected KPS Universal Knowledge

Universal knowledge, KPS knowledge management solutions, were chosen due to its ability to capture and maintain up to date information, with a powerful natural language search and fragment technology enabling representatives to find up to date clinic and physician information at the touch of a button. This information could be found and utilised within seconds. Being able to migrate the existing information from an in house system and supplement this with additional information quickly and easily through in built templates, was also a key benefit.

 

Leveraging Existing Information

Universal Knowledge’s ability to capture information previously held in an in house SharePoint repository meant that all existing information could easily be leveraged, with minimal set up time. Longer documents did not require any rework as Universal presents the best matching ‘fragments’ of each document at the point of search, again significantly reducing deployment times. Before IU Health had Universal Knowledge, representatives had to login to SharePoint, locate the correct document and then scroll through the document to find the answer. Now users simply ask a question and Universal Knowledge will return the answer immediately, saving valuable time when dealing with patients.

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When Outdated Systems no Longer Meet Requirements in Online Retail Contact Centre

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What happens when an outdated system no longer meets the requirements for your online retail contact centre?

This was the challenge faced by call centre operator Serco and Online retailer Shop Direct. With 6 contact centres handling thousands of customer queries every day and over 1500 different processes to follow, contact centre agents were struggling to keep track. The constraints of a legacy system were also felt by management, being unable to track and measure the interactions with the customer.  Here are some of the challenges identified:

 

Process Documentation Captured in Spreadsheets

 

Issues with the legacy system included the fact that all process documentation was captured in a series of Excel documents. The format meant that contact centre agents would have to access the relevant process document and assimilate the whole process before being able to respond to queries.

 

Time-consuming Training and Cross Training

 

This meant the learning curve for new staff and cross training of existing staff was time-consuming and resource intensive. It also meant the range of enquiries such as refunds, deliveries, promotions and credit account queries were harder to handle, even for experienced agents.

 

Lack of Management Information and Reporting

 

With existing systems, management information was lacking. There was no audit trail on what information had been accessed by each agent. It was not possible to track how agents navigated the available information or which of the information was used most frequently.  The absence of tracking data made it difficult for managers to prioritise staff training and development of process information.

 

Inability to Proactively Distribute Relevant Information

 

With available information only being accessed through Excel files and no ability to track usage it was not possible to proactively direct the most relevant information to agents.  Neither could supervisors or managers gain any confirmation that the most relevant information has been read and assimilated by agents, until now.

 

Processes Mapped to Decision Trees

 

With this range of challenges Serco and Shop Direct worked with KPS to investigate and develop a solution.  A key requirement was the ability to use existing sources of information while creating a structured work-flow for contact centre agents. Enabling agents to follow processes step by step through guided decision trees allows agents to focus on the customer interaction while relying on relevant information and guidance being presented as each service interaction develops.

 

Solution Developed and Live in 3 Months

 

Working together, KPS, Serco and Shop Direct managed to implement a solution in 3 months. Roll-out was swift with a days training before agents were using the system to handle live enquiries.

To learn more about how the knowledge management system was implemented for the contact centre, download our Case Study:

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Customer Service – Which Channels are Trending?

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It may be no surprise that agent based telephone customer service is still the number one channel used by customers. But with overall share of telephone based customer service reducing, which channels do customers choose instead and why? 

Although it may seem difficult for beleaguered customer contact professionals to juggle service levels across five or six different channels, the multichannel revolution has only just begun.

At the most basic, customers will choose to interact with a business through the channel which they believe best suits their requirements, which are usually quite generic regardless of the actual query.

Specifically, customers look for service experiences which are effective, quick, painless and cheap. The question is how best to deliver this across channels?

Service Channels Trends – Which Trend to Follow?

Self-service is found across most industries – there is often at least one function that self-service is suitable for, regardless of what a company actually does – but some sectors use it far more than others.

Some businesses are finding that web self-service is becoming more popular with their customers especially with the uptake of smart-phones which can provide customer services apps and allow web browsing on the move. What other trends did we discover?

Effective, Quick, Painless and Cheap – How do you deliver all at once?

If a channel does not meet these requirements to a significant extent, it is unlikely to succeed. The majority of customer interactions fall into one of two categories: those that are purely transactional and those that require dialogue (interactional):

Transactional Service

Service Interactions such as balance enquiries and travel information, require access to highly-structured business information, and non-automated transactions can require an agent to act simply as an ‘organic interface’ between the back office systems and the customer. Such communications may be dealt with effectively by self-service and increasingly are. Automation requires effective system integration but little work on content and a knowledge management system.

Interactional Service 

Interactions such as technical help desks, complex or multiple enquiries or where the customer requires reassurance and confirmation – require actual dialogue and discussion between the customer and the business’s representative.  For these investment in both systems and knowledge base is required. System will ensure the interaction is slick while investing in the knowledge base will ensure the interaction achieves the desired outcome for the customer.

Cost Saving or Service Improvements?

Self-service can provide huge cost savings to businesses. Some organisations, having seen this, perhaps got overexcited about the potential for cost savings, and implemented self-service too enthusiastically and sometimes inappropriately. The large number of poor customer experiences over the years with self-service would seem to suggest that this is still an issue. The question is how to avoid the pitfalls and achieve better service delivery at a reduced cost.

Together with ContactBabel we have created a comprehensive guide to multichannel service delivery packed with insights, industry data, recommendations and ideas for how to address the multichannel service delivery challenges faced by the customer contact industry.

This summary is just skimming the surface. For anyone facing the challenge of multichannel service delivery this comprehensive 95 page report is essential reading. Download your copy now:

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Knowledge Management Software for Accessing Multiple Content Formats

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Recent projects working with contact centres in public health advice highlighted this issue.  The initial project brief included the statement:

 

“Empowering the advisers with the information they need is core to the implementation”

Leverage of existing information was possible through KPS – knowledge management software has an ability to index multiple formats of content such as websites, office and PDF documents held on file shares, in addition to in house SharePoint repositories. This meant that all existing information could easily be leveraged, with minimal set up time.

To learn more about how we helped a public advice contact centre improving access to its knowledge base, download our case study:

Accessing Content without Re-purposing or Reformatting

Longer documents did not require any rework as Universal Knowledge presents the best matching sections or ‘fragments’ of each document at the point of search, again significantly reducing deployment time. Using features of Universal Knowledge content was indexed and organised in ways that allows segments and paragraphs from longer documents to be presented individually.

More than a Search Tool

Not only would Universal Knowledge be able to search a wide variety of information sources, it also proved invaluable in the automatic ‘push’ of important information. The nature of the services delivered means constant evolving information needs to be made available to the advisers, as soon as possible.

Universal Knowledge’s ‘Hot Topics’ and ‘Required Reading’ features means that advisers are notified when new guidance is available. They can select a link to this information directly from their search homepage in addition to finding it by asking the system a question.

Ease of Use

With varying degrees of I.T. proficiency, it was also important that the knowledge tool was simple to use and required minimal training. Users of the system were quickly remarking on how easy it was to use and new advisers who came on board were able to quickly provide the required levels of service.  Feedback from users included:

“I find the KPS solution user friendly and the layout is very clear, not confusing”

“The KPS product is an incredibly useful tool, it helps me provide accurate information quickly which adds confidence to my call handling”

Styling of both the user interface and the content to match the required colours/ logos and presentation styles was also quickly achieved, through the use of style sheets and templates. Presenting the advisers with a simple and familiar interface was key to user adoption. With less than 10 days consultancy from KPS, the project went live.

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Knowledge Management delivers efficiencies in Public Health Contact Centres

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Serco manages and delivers multiple health related services within a single contact centre operation. The delivery of multiple services meant that there was a requirement for a wide range of ‘subject knowledge’ pertaining to these services to be readily available and accessible from one place.

With subjects ranging from sexual health to substance misuse it was clear that the knowledge management system had to be capable of understanding both the terms used and the context of the question being asked and to ensure it provided consistent and accurate information every time a search was undertaken.

Empowering Highly Trained Contact Centre Staff

The adviser skill set within the contact centre, differs to what you would find in a ‘typical’ call centre. The advisers are highly trained in dealing with complex queries from citizens who require tailored and bespoke information and advice across a broad spectrum of public health topics. Empowering the advisers with the information they needed was therefore core to the implementation of the knowledge management system.

Choosing the Knowledge Management Solution

The KPS knowledge management solution (Universal Knowledge) was chosen due to its ability to search and find relevant information at the touch of a button across a range of disparate sources, ranging from public facing websites to internally held information.  This information could be found and utilised within seconds. Being able to migrate the existing information from an in house system and supplement this with the vast number of other knowledge sources that are available, was a key benefit. Other benefits included:

“Information could be found and utilised within seconds”

“Existing information could easily be leveraged, with minimal set up time”

In addition, the intuitive nature of the systems “Natural Language Search” allows advisers to ask a question in their own words. The agent can use a single word keyword search, or a more complex question, and still find the best match: the application using the question keywords and ‘learning’ acquired from previous questions answered. This was a real benefit for users!

Learn more about how the system was implemented to deliver a turnkey solution for the contact centre operator, download our Case Study:

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Knowledge Management Software on G-Cloud

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By joining G-Cloud KPS offers enhanced value for UK Central and Local Government service delivery. The KPS G-Cloud Knowledge Management Software can be used across public sector services such as Health, Emergency Services and Education as well as for IT Service Management delivery across any public and not-for-profit organisation.

 

G-Cloud is Fully EU Compliant

The KPS G-Cloud solution is EU compliant providing access to knowledge management software at reduced time and cost for implementation and ongoing operation. Investing in improved technology allows public sector organisations to enhance service quality while reducing cost of delivery. With G-Cloud the implementation is simpler and requiring less up-front investment.

G-Cloud for Public Sector, Central and Local Government, Not-For-Profit

The Crown Commercial Service Supplier framework and G-Cloud is available to a wide range of organisations.  Key to the framework is that it will help CSS deliver savings for Government Organisations by identifying and selecting best value solutions. KPS is committed to the framework and to the support of improved service delivery for public sector organisations.

KPS knowledge management software is supporting public sector service delivery working with organisations in Health, Emergency Services, Local Government and Education. Knowledge Base Software enables effective delivery of information based services to internal and external customers and users.

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Inner Circle Guide – Self Service in Multi Channel Customer Service Delivery

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Importantly customers are voting with their feet and will pursue the service channel and supplier that serve them best. Every customer service operator should ask:

“What are the trends and statistics for using self-serve in your industry?”

Working with CONTACTBABEL the contact centre industry expert, KPS has commissioned a report on how self-service is evolving.  Key findings in the report include user adoption trends by industry, growth applications for self service and key industry drivers behind the migration towards self service.

The Questions:

Working with our clients and other organisations in the contact centre industry we formulated a series of questions subsequently answered through contact centre industry expert CONTACTBABEL. The questions focus on understanding the opportunities, and challenges arising from a move towards self-service delivery:

– How do we engage team members who are concerned that self-service is being used to replace their jobs?

– How do we show to our board that self-service is more than just ‘nice to have’? What metrics should we focus on improving?

– How can we migrate customers from automated service to live service as required, while maintaining continuity?

– How can we manage the challenge of legacy systems where a lot of our information reside?

For each question the report details answers backed by industry data and research. Most importantly the report shows the trends on how self-service is being adopted across contact centre industries and which channels are preferred by customers.

How to Address the Challenges
Having clarified the industry trends the report goes on to examine technology and delivery options for each of the key channels. This includes detailed reviews with tips and recommendations for how to optimise service delivery across web, mobile web, Interactive Voice and social channels. This review include perspectives on how to integrate the delivery of customer service across multiple channels

Multichannel Customer Service is here to Stay

The report concludes that the growth rates and trends in customer service and contact centres are pointing towards multichannel delivery. The operators that integrate their delivery to offer a seamless interface will increase service quality and customer satisfaction while reducing delivery costs.

This summary is just skimming the surface. For anyone facing multichannel service delivery this comprehensive 95 page report is essential reading. Download your copy now:

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