Friday, July 19, 2013

Eavesdropping at the call center


As performance engineers, we’re all focused on improving the responsiveness (throughput/response time) and scalability of the application in hand and hold a bucket full of tuning tricks to use at the right time. Do we really know what the users of the application feel about using the new system or does it meet the business requirements–well, we know about workload modeling for an application, would that be sufficient to achieve the business goal. These are some of the questions that we can definitely answer when we spend quality time with the user or be in user’s shoes.
As a performance consultant at one of our healthcare payor clients’ legacy modernization project, I wanted to understand the Customer Service Representative’s (CSR) perspective of the new application that has been rolled out. As in any typical legacy modernization project, members in the system are migrated in phases and the CSR’s get to use the old as well as the new* system at the same time. In the recent past, there has been anxiety on the IT side of the organization about the additional membership migrations planned in addition to the existing perception about the poor performance of the new system. To understand the problem first hand, I managed to secure some chair-side time at the call center and that was revealing
·         CSR’s do not use just the legacy and the modern application, but a host of 10 different applications and yes, there’s lot of opportunity for automation and usability engineering.
·         I also noticed approximately, 70% of the call handling time was spent on an application (letter server) that was not on the radar for the performance team.
3 hours spent at the call center also told me that the application that’s getting migrated was not as bad as it sounded
But wait. While I was looking for SPE (Software Performance Engineering) opportunities, I was also listening to the content of the calls and taking active notes. Mining through the notes at the end of the day provided me cues to more fundamental problems- one of the CSR’s was able to manage about 10 calls in 40 minutes and the 11th call lasted for about 30 minutes due to the very nature of the call and the caller. Pareto’s rule directs us to focus on the 11th call but a cursory look at the first 10 calls also signals an opportunity, all the 10 calls were inquiry calls about various services.
Here’s a rough listing of the calls and its content:
Enrollment
Billing
Claims
Post Sales Service
Inquiry calls
Can you confirm that my application has been accepted and I have coverage
Can you provide me the status of a claim
Can you send me a proof of coverage for the year 2012 to my new address
Non-inquiry calls
I am calling to make a payment for my dental plan as I am not able to pay online and the website says that the membership ID is invalid
I received a mail stating that my claim for my visit to the chiropractor has been denied.
I have been receiving mails from your company about claims denial, I am not even a member in any of your plans
Probable  causes (Detailed analysis required)
No active communication with customers regarding coverage start date
Incomplete website with no provisioning to pay for dental plans
Unclear or inconsistent communication
No active communication on the claim status.
Unclear and Incomplete communication about claim processing


As we would all agree about improving the call handling time of the 11th call via automation, application responsiveness, usability engineering and other techniques, we also see an opportunity to eliminate the first 10 calls and fix the underlying service problems- a true value to the business- a case where non-functional requirements driving functional requirement?