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2017 Case Studies

Gain Invaluable New Techniques and Process Improvements from Industry Practitioners and Well-Known Organizations

Session 101

Knowledge Sharing: A Collaborative Method for Building Engagement

Tuesday, 11:30 AM – 12:30 PM
South Pacific J
Todd Hixson


In today's world of remote, globally dispersed, or highly specialized teams, it can be challenging to keep employees engaged and invested in actively contributing their thoughts, ideas, and concerns. These challenges can be overcome with the aid of the SEEK platform: share, educate, engage, and know. This session outlines how knowledge-sharing activities, such as podcasts, focus groups, e-feedback submission, and social media, can drive team spirit and engagement. Attendees will create individual takeaway plans to utilize in their own organizations.

Session 104

Mobile Mini: Transforming Data into Decisions with a little help from a Cloud

Tuesday, 11:30 AM – 12:30 PM
Islander I
Patrick Russell, Jose Aguilera

For contact centers of all sizes with all levels of complexity, getting insight out of data can be complicated and tedious. The good news is, it doesn't have to be.

Now is the time to use cloud technology to gain an edge before your competition forces you to follow. Learn how Mobile Mini has transformed their operation by simplifying the process and improving the speed and granularity of insight they gain through data collected in the cloud. See how they have sculpted their performance by breaking down silos and expanding their approach to cross-skilling to achieve a superior customer experience. This session will examine one of the greatest benefits of the cloud and what practices Mobile Mini used to increase their efficiency and productivity with the power of data, analytics, and blending skills.

Session 204

Leveraging Real-Time Tools For Smarter REP Training

Tuesday, 1:45 PM – 2:45 PM
Islander I
Zoe Meinecke, Summer Estes

In today's fast-paced service environments, delivering effective and timely coaching and assistance to frontline staff is critical for success. Attend this session to learn how leveraging real-time agent assistance tools enables you to deliver more effective training, answer questions more immediately, and facilitate real-time intervention to reduce call escalations and help prevent fraud.

Session 304

Routing with Robots: New Innovations in Service

Tuesday, 3:00 PM – 4:00 PM
Islander I
Greg Yarbrough


Do you find that your traditional, rules-based routing system limits your ability to improve the customer experience and drive business agility? USAA recognized this challenge and went to work on redefining and refactoring their traditional routing systems. Come to learn how they leveraged modern, analytics-based tooling, with an eye towards advanced capabilities in AI and machine learning innovations.

Session 306

Personalize the Contact Center Experience While Increasing Operating Efficiencies

Tuesday, 3:00 PM – 4:00 PM
Location: Conference Hotel
Alexa Kelly, Annie Inglis, Charo Murphy


With the consolidation of healthcare systems, new reimbursement models, and narrowing operating margins, there has never been a more critical time for organizations to embrace a CRM to ensure not only the health of the patient, but also the health of the business. Hear from Genomic Health's executives and learn how they were able to streamline access to services with their providers, partners, and patients while increase efficiencies.

Session 403

The #FreeToHelp Movement

Tuesday, 4:15 PM – 5:15 PM
South Pacific D


The #FreeToHelp movement engages frontline employees to "think and act like the owner," to make the same type of customer-centric choices business owners make. In this session, you'll discover how the most progressive and successful customer service organizations are using #FreeToHelp, and how you can adopt these practices to revolutionize your contact center's quality and boost agent engagement to record heights

Session 405

Using Voice of the Customer to Regain Momentum at Nestle-Purina

Tuesday, 4:15 PM – 5:15 PM
Islander E
John Goodman, Terri DeMent

Do you find that your contact center's Voice of the Customer (VOC) process consumes too many resources, provides limited value, and is ineffective at driving organization change? In this session, you'll learn how one organization re-evaluated and revamped its VOC approach to fix company processes, gain contact center resources, and deliver a better customer experience.

Session 505

Creating a Compelling Customer Service Strategy

Wednesday, 1:45 PM – 2:45 PM
Islander E
Florence Chang, Cindy Garrett, Dan Davidson


In this session, MultiCare Health System will share their journey to developing a customer experience strategy that enabled them to consistently deliver a positive experience. It was a daunting task that meant improving virtually every aspect of their business, but they accomplished it and saw substantial improvements. Come learn the six guiding principles and two key themes that made it all possible.

Session 601

Maximizing Contact Center Talent

Wednesday, 3:00 PM – 4:00 PM
South Pacific J
Amber Krueger

USbancorp Fund Services, LLC

Employee engagement and succession planning are key challenges in most contact centers. In this session, attendees will learn about US Bancorp Fund Services' journey as they implemented their leadership program. They'll share the lessons learned and challenges faced during their implementation, and attendees will leave the session with ideas for a contact center succession planning process, best practices for implementing a leadership program, and advice for what to do when an internal candidate isn't a good fit for a leadership position.

Session 605

UPMC Health Care Concierge Program: Personalized Customer Service

Wednesday, 3:00 PM – 4:00 PM
Islander E
Anne Palmerine


UPMC's well-established Health Care Concierge program is a key marketing and customer service differentiator. In this session, you'll gain insight into how the contact center plays as crucial role in the customer experience. Discover how UPMC has been able to increase customer satisfaction and employee engagement while delighting their customers, and find out how, by partnering representatives in the contact center with individual members throughout the customer lifecycle and across product lines, you can provide personalized service and be a customer advocate.

Session 606

Measure What Matters – How to Boost Agency Efficiency & Customer Satisfaction

Wednesday, 3:00 PM – 4:00 PM
Islander D
Sean Hawkins


Contact center leaders are under tremendous pressure to measure anything and everything, do more with less, and drive results. But what's the best way to use all that data to drive efficiency and engagement and improve customer satisfaction? During Sean Hawkins' 15+ years as an award-winning customer service leader, he's learned a few keys to metrics success. Attend this session to learn how Sean's approach to contact center metrics is driving tangible success for his team and customers. He'll share mistakes he's made, secrets he's learned, and practical advice that you can apply in your contact center.

"I learned so much in the two days that I attended."

Susan Williams , Coordinator, Member Services, Roanoke Electric Cooperative


   © 2018 UBM, All Rights Reserved.

   © 2018 UBM, All Rights Reserved.