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The First 365 Days…

The First 365 Days…. Pamela Dyer Michigan Schools and Government Credit Union. The Search for a Knowledge Base for External Members Begins. September 2009.

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The First 365 Days…

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  1. The First 365 Days… Pamela Dyer Michigan Schools and Government Credit Union The Search for a Knowledge Base for External Members Begins

  2. September 2009 • It has been slightly over 1 year since Silver Cloud became our knowledge based external solution. On a rating of 1-10 (10 being superior) SC rates a 10+ for outstanding overall performance and service. • SilverCloud was demonstrated and highly rated at the Credit Union Call Center Annual Convention. • Seven Seventeen CU (Warren, Ohio) won an award for utilizing the product on their website. • Viewing CU(s) that had the product in production on their websites was a great tool!

  3. Narrowing the Selection • After researching the many solutions available the field was narrowed to three contenders: • SilverCloud- looked good on paper and was always available for questions and with documentation and demonstrations of the product. • FUZE – not available and little use by other Credit Unions • Spiderhost- not available- leaving messages and waiting for responses • Final result – SilverCloud is # 1 contender

  4. SilverCloud: Implementation in a Flash • Write the proposal – delivered to boss and then to the board and approved (end of August) • Deadline for implementation – middle of September • Prepare additional Questions and Answers • Present deadline date to SliverCloud and schedule implementation

  5. Getting started • Achieving the best value – SilverCloud offers 200 standard questions – review the SC offerings and create our own unique list of Questions & Answers to add to the list • Our part in the success of the new offering- we prepared a team from the Call Center who would review the questions and answers (with some edits), then preform the uploading process in the implementation phase. • Gathering questions and answers – starting with the Call Center contributions and then reaching out to the other departments for their lists • The process continues –updating existing items, adding topics, adding documents and hiding or deleting some selections and addressing immediate issues

  6. Benefits to Members and Non-members FACT – fast, accurate, consistent and timely • A reliable resource available 24 hrs. a day/7 days a week • Direct users to other pages on the website – pages they may never find on their own • Answering common and uncommon (complex questions) • Time saving – no lines or being placed on hold • Accessible wherever there is a computer with internet access – home, office, business trip or vacation • Address emerging issues and provide the opportunity to present new products and services

  7. Benefits to Staff • FACT – Fast, accurate, consistent & timely • One click away – 24 hours/7 days a week – at work or at home – answer questions for themselves or friends and family – useful on site visits also • Increased knowledge base easily accessible and ready to assist with member inquiries • Time saving – no searching documents or disturbing co-workers • Confidence builder – allows staff to present information with assurance of accuracy • Share the resource- demonstrate the program to members so they can utilize it on their own

  8. Benefits to ME! • Reports – providing vital information on usage and cost savings • Stable call volume while increasing memberships • Limited resources to maintain- presently a two person task – daily review of submittals, updating information and run reports • Respond to urgent and immediate issues – bank closings, notification of urgent issues for members • Key words – reduces the number of questions (same question different wording) • CONTROL– when and what will be uploaded without waiting for the vendor to find the time to do the work • Peace of mind

  9. SilverCloud Answered/Agent Answered This chart demonstrates the spikes in hits on SilverCloud by users verses Agent answered questions.

  10. 12 reasons to consider SilverCloud • Improved quality of service offered online • Fast, accurate, consistent and timely • 24/7 • Managing call volume • Manage incoming email • Reduced time in line at the Branch • Cost savings • Fostering new business • Increased knowledge of users • Ability to respond to issues in a timely manner • Reports – excellent varity • Outstanding service from day one-during the research phase, implementation process and today - professional, reliable and available

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