HomeMy WebLinkAboutSB Stat Post Memo - 2023 Q2 Customer Service
SBStat 2023
City of South Bend | Performance Management
July 13, 2023
Customer Service Stat
City Performance Management
2023 Q2 SB Stat Post-Meeting Memo
This memo shares project status updates on projects in the Mayor’s strategic project portfolio and lists next steps identified at the SB Stat meeting. This memo is shared with all SB
Stat meeting attendees so it is clear who is responsible for next steps on a project for the Mayor.
Customer Service Stat Project Portfolio
Project
Project Lead
Projected Completion
Status
Post call surveys
Improve frontline customer service interactions
David Yang
Ongoing
Service request dashboard
Give departments and public line of sight into SLAs and how often they are met
David Yang
Ongoing
Utility data report
Review utility data in monthly report
David Finley
Ongoing
Customer service culture
Identify opportunities to develop a culture of customer service among City staff
David Yang
9/2023
City hall one stop shop
Plan for One Stop Shop for Customer Service at new City Hall
David Yang
9/2023
Solid Waste process improvement
Integrating 311 and Solid Waste service request forms
David Finley
8/2023
Legend
Project on schedule
Project delayed
Project Cancelled
Project under consideration / no project timeline
Next Steps Identified at Stat Meeting
Post call surveys
Action item
Owner
Proposed deadline
Goal: Increase understanding of resident dissatisfaction
Implement and transcribe post call survey voicemails
David Yang
Fri, 7/21/23
Analysis of post call survey voicemails in the dashboard
David Yang
Fri, 9/29/23
311 liaison presence at quarterly neighborhood consortium to address service request questions
Cathleen Sutherland
Fri, 9/29/23
Project scope a process for following up low-rated calls
David Yang
Fri, 8/18/23
Improve data linkage between CRM and CISCO databases
David Yang
Fri, 8/18/23
Continued use of extension view in dashboard to ensure agents are directing callers to survey
Shawn / Cathleen
Ongoing
Train Morris Box Office staff to direct residents to survey
Andrew Schreiber
Fri, 8/25/23
Goal: Improve Timeliness satisfaction
Include call queue time as a Stat KPI
David Yang
Fri, 8/18/23
Develop 311 announcement messages SOPs
David Yang
Fri, 8/25/23
Goal: Improve Equity & Access to City services
Identify service requests with high quality data to be included
David Yang
Fri, 8/4/23
Include service request count and met SLA% KPI by income levels to future Stat meetings
David Yang
Fri, 8/18/23
Goal: Process improvement of service requests
Identify pain points in KBAs with low Timeliness ratings
Cathleen
Monthly
Conduct process mapping session for NSE violation disputes
David Yang
Fri, 9/1/23
Service Request Dashboard
Action item
Owner
Proposed deadline
Goal: Routine usage of Service Request Dashboard
Monthly data routine meetings by department or division level
David Yang
Ongoing
Include high-level service request metrics at future SB Stat meetings
David Yang
Fri, 9/29/23
Goal: Improve data quality in the dashboard
Integrate high-priority CityWorks service requests onto CRM
David Yang
Fri, 9/29/23
Train teams to close out service requests in their Work order management system or on CRM
David Yang
Fri, 9/29/23
Goal: Process improvement of service requests
Design and implement process improvement ideas stemming from data routine meetings
David Yang
Fri, 9/29/23
Utility data report
Action item
Owner
Proposed deadline
Goal: Improve KPIs outlined in utility data report
Outline high level insights in each monthly report email
David Finley
Monthly
Customer service culture
Action item
Owner
Proposed deadline
Goal: Improve internal culture of customer service
Develop customer service category for quarterly Mayor’s recognition award
Kacey
Fri, 9/29/23
Solid Waste process improvement
Action item
Owner
Proposed deadline
Goal: Reduce divergence of service request completion times
Create a single form for residents to submit Solid Waste service requests
David Finley
Fri, 7/28/23
Automate email notifications for residents
Jeff Haupt
Fri, 8/25/23
Remove duplicate forms from City website and other marketing material
Cara Grabowski
Fri, 8/4/23