Transcript Slide 1

Meeting the Needs of the
Customer: to ISO 9001 Standards
Michael Donohoe, Operations and
Systems Manager (CYQ)
Introduction
CYQ
Specialist Awarding Organisation operating in the health, fitness
and wellbeing sector
First specialist Awarding Organisation in this sector
Founded in September 1998
A social enterprise that forms part of the wider Central YMCA
Charity
Approximately 400 active centres based in the UK and
internationally
Over 50 qualifications (Levels 1 – 4)
Awarded ISO 9001 certification in December 2011
CYQ Structure
Head of
Business
Development
Head of CYQ
Operations and
Systems
Manager
Lead Quality
Assurer
Customer
Support
Manager
Regional
External Quality
Assurers
Customer
Support Advisors
External Quality
Assurers
Senior
Qualifications
Manager
Technical
Managers
Qualification
Development
Manager
Business
Development
and Approvals
Manager
Support Services
Manager
Approvals and
Support
Coordinator
Introduction
Michael Donohoe
Joined CYQ in September 2007 as a Customer Support Advisor
Became Customer Support Manager in August 2008
Worked with CYQ Operations Manager to oversee the
implementation of new systems between 2009 – 2010
Became CYQ Operations and Systems Manager in
February 2011 and the Central YMCA Quality
Management Lead in April 2012
Oversees system optimisation and development,
manages operational budget and coordinates ISO 9001
internal audits
ISO 9001
ISO
International Organisation for Standardisation
ISO 9001
Relates to quality management systems
Internationally recognised
Helps ensure continual process improvement
Certification reviewed to ensure continued
compliance
Delivering Excellent Customer Service
Key Principles
Understand the needs of your customer
Understand the quality of your service
provision
Identify ways of closing the gaps
Implement improvements
Review performance
CYQ’s Systems
CRM – manages customer relations
Interactive database – manages learner registration and
certification
Markit – manages assessment results
eAssessment – manages online assessment
eLearning – manages online learning
GP – manages centre accounts
System Integration
System Integration
Benefits
Saves time and money
Helps reduce SLAs
Less margin for error
Almost everything held centrally in CRM
Ease of reporting
Access information quickly and easily
Managing Centre Relations
Maintaining Accurate Records
CYQ launched its CRM system in January 2010
Information relating to contact details, staff, assessment
bookings, invoicing, centre correspondence, qualification
approvals and centre considerations held centrally
Core records are accessible to all members of the team,
24hrs a day
Reports and data exports available for
huge volume of data
Managing Centre Relations
Dealing with complaints / issues
Complaints and/or issues captured and recorded in CRM
Follow-up tasks assigned to the appropriate member(s) of
staff
Follow-up activities timeframed to ensure adherence to
SLAs
Resolution(s) recorded in CRM
Information available for reporting
(important for business intelligence)
Managing Centre Relations
Monitoring Service Levels
Adherence to key SLAs monitored on a daily basis
Level of urgency assigned to each individual task
Information on risk escalated early
Seasonal ‘choke points’ identified early to ensure
sufficient levels of staffing
Performance against SLAs reviewed and
revised where possible
Delivering on SLAs
Improvements
Certification
SLA: 15 working days
Current:
2 – 4 working day turnaround
Registration
SLA:
5 working days
Current:
Same day turnaround
Results
SLA:
Current:
10 working days
3 – 4 working day turnaround
Importance of Competitive SLAs
Crowded marketplace with lots of consumer
choice
Drives forward process and system
improvement
Sets transparent benchmarks
Wins new customers
Keeps existing customers
Speed and Precision
Must always ensure continued
regulatory compliance
Speed of turnaround must not be at the
expense of accuracy
Strong processes and staff must
underpin delivery of services
Reporting and Business Intelligence
Benefits
Understand your customers better
Identify specific needs and tailor service
Review and improve your customer
service performance
Recognise opportunities
Identify trends
Improved planning
Reporting and Business Intelligence
Maintaining records and building useful reports
Hold information in the same place
Ensure a consistent method of data input /
recording
Understand what you need to know, when,
why and in what format
Build meaningful reports that update
dynamically
Regulation
Conditions of Recognition
New Conditions published in May 2011
Purpose
Secure standards in the creation, delivery, assessment
and awarding of qualifications and units
Ensure learners are treated fairly
Promote efficiency within the qualifications sector
Ensure value for money
Regulation and Business Decisions
Restrictions
Regulation brings standardisation of service
Policies and procedures very similar to competitors
Benefits
Sets clear parameters within which you can work
Discourages poor business practice
Opportunities
Creativity still possible within the
parameters of the Conditions
The Future
New AOs entering the marketplace
Tighter regulation by Ofqual
More accountability
Higher visibility of regulatory intervention
Standards and accuracy more important
than ever
The Future for CYQ
Increase portfolio of qualifications
Improve processes and procedures
More digital products and services
Further optimisation and understanding of
current systems
Maintain ongoing regulatory compliance
Maintain ISO 9001 accreditation
Implement second Customer Care
Improvement Plan
Thank you for
your time
Q&A