One of the most important tasks any company faces, when it comes to
providing a good customer experience, is to empower its customer-facing
employees to make the right decisions and take the right actions
whenever its own policies or processes don’t adequately tell them what
the best course of action is.

This is why corporate culture is so
critical to your success, as a customer-centric company. Culture can be
defined in many ways, but basically it prescribes what employees do
when no one is looking, or when the rules aren’t defined.
And there are many
customer service situations in which the rules aren’t defined. You
might have detailed policies for how refunds are issued, for example, or
how service problems are to be resolved, but inevitably your front-line
service people will encounter special cases – situations that you just
didn’t plan for. You can’t plan for every possible situation. It’s impossible.
This
is why it’s so important to ensure that your customer-facing workers
are engaged in their jobs, and that everyone shares the same basic idea
about the “direction of success.” When trying to address some customer
problem there are many different possible actions, but if your employees
all agree on the proper direction of success, then you can have more
confidence that they’ll be able to select the right action.
My
own view is that the most reliably useful direction to provide
customer-facing employees is to treat customers fairly, the way you’d
want to be treated yourself, if you were the customer. But of course
this direction will often conflict with policies and processes that have
been designed not to treat customers fairly, but to generate the most
possible profit, or incur the least possible costs. These are classic “alignment” problems that every company has to wrestle with whenever trying to become more customer oriented.
But last week in a meeting with a financial services company in
Australia I learned of a highly innovative method they are using to
empower their front-line employees. They haven’t rolled this policy out
to the entire organization yet, but they are testing it, and I was told
it looks promising.
Basically, when a problem arises that might
require an exception to prescribed policy in order to satisfy the
customer, the worker trying to solve the problem is encouraged to come
up with a creative resolution that he or she thinks is appropriate, even
if it is “out of policy.” But then, before they are authorized to
apply that solution, the worker is required to seek the agreement of at
least one other customer-facing employee, who will also sign on to the
action. The company says that whenever two customer-facing employees
both agree that a particular unique or different solution to some
customer issue is the right way to proceed, then it will be
automatically approved by the company, and reviewed later to see if it
might have broader application.
I’m sorry, but I was just blown
away by the straightforward logic of this idea. And of course, the more
engaged your workers are with your firm – the more coherent your culture
is and the stronger your employees' unified sense of the right
“direction of success” is – the faster this kind of policy will work to
improve your customer experience, from the bottom up.
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