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Assessments

Our Approach

All of our engagements begin with, and some end with, an assessment.

We typically start with an external, customer assessment, which assess three things:

    1. What do your customers want/need/expect/think?
    2. How well are you currently delivering against those wants/needs/expectations/perceptions?
    3. What are the key improvements/changes that we need to make – i.e. the ones that are most important to the customer – in order to significantly raise your performance score?

Our assessment process covers the first two phases, Discovery and Diagnosis, of our closed-loop Improvement Methodology.

Taken together, our assessments provide an holistic analysis of your total Customer Experience Ecosystem and they break down into two, principal categories:

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This exercise provides us with the baseline performance metrics and the Priorities for Improvement that are essential to facilitating a successful change programme.

Deliverables

The outputs from any given assessment will allow us to set-up and lead a meeting with the senior members of your organisation to share and discuss the results. As part of the output, we will also deliver a detailed report in support of the presentation.

During this meeting, our consultants will explain the findings and give step-by-step guidance for improvement of the given experience .

Although the contents will vary, depending on factors such as the agreed scope and your business structure, the report typically includes:

    • a detailed analysis of the challenges facing your organisation
    • a prioritised list of areas for improvement
    • quick wins and short-term people/process/technology improvements
    • a detailed explanation and description of our recommendations
    • for any given solution-recommendations, we will propose
      • an outline development plan for the Design & Build phase
      • an outline roadmap for the Implementation phase
      • an explanation of the expected business benefits

These Priorities for Improvement (PFIs) and solution-recommendations are the ‘handover’ to the next phase, Design, where they will be ‘worked-up’ into detailed solutions.