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Call Center Mergers

"My company has just merged with a major competitor, and I'm supposed to develop a plan for integrating the call centers (which are a thousand miles apart). Help!"

—Kevin from Kirkland                           



Kevin:

After have completed this experience twice, I have learned many beneficial things that I would do:

1)  An assessment of the resources first needs to be completed.
     a.  Who are the key individuals that are needed?
     b.  Who are the individuals that carry the influence?
     c.  Who are the leaders, by position and by level of control?
     d.  If you are merging into one location, it will be extremely important to
          analyze the salary differences by title.
     e.  Develop a standard Job Description between both organizations. It is
          easy to fall into the trap of just using your current one and giving it to all
          of employees for the company that is merging. It is important to come
          up with a combination Job description that takes the best of both sides
          and culminates them together.
     f.   Take into account geographic cultural differences. For instance,
          individuals in the Northeast appear to be talking in a harsh tone.
          Individuals from Chicago talk extremely fast. California—very laid back,
          etc. Also do not forget about geographical work ethics and family values.
     g.  Analyze the Technology differences and see how they can be combined.
     h.  Call Logging software—complete a comparative analysis between the
          two. Again, do not fall into a trap with what you are accustomed to. Also,
          when doing this analysis, be very open to everyone that you are doing
          it...on both sides. You will need to build trust and this is a good way to
          show that you are using a business perspective and analysis, no one
          can come back and fault you for picking a side and going with it.

2)  Timing and Planning
     a.  Communicate as soon as possible with
          both call centers. And communicate as regular as possible. At a
          minimum, once per week. To ensure a smooth transition, make sure
          that no one feels like they are "being left in the dark." The more they
          hear from you, the less they will fill in their own blanks.
     b.  If you say you are going to do something, do it. If you put a date to it,
          stick to it.
     c.  While planning, if something appears that it will take 12 months to
          complete, plan on 18 months. Use the 150% factor.
     d.  If it can be planned, write it down.
     e.  Make a master plan.
     f.   Review this plan daily. Share parts of it for your regular
          communications—what you have accomplished, what’s next, etc.

There is so much more, but this should help to get you started...

—Rob Druhot  rdruhot@advsol.com
    Manager of Technical Support, Advanced Solutions International, Inc.
    512/491-0550 x360





I was in a similar situation several years ago, with two (competing) outsourced level call centers covering levels 1 & 2, and two in-house third level call centers. All four were in different locations.

The first thing I did was to establish the model going forward. Luckily, we'd proven the "outsource levels 1 & 2, and keep level 3 in-house" model, so that was easy. After that, it was a matter of implementing the company's merger priorities.

For the outsource call centers, the company's timeframe for complete implementation of the merger defined whether I would be able to consider new outsourcers or simply pit the existing outsourcers against themselves. The implementation timeframe was short, so I had them compete for the business. With the additional business heading their way, each could offer lower costs-per-call but would also need account-specific tools and procedures in order to handle the new business (and improve service).

For the in-house staff, I broke the staff into two pieces: infrastructure and domain experts. The domain experts were the senior/escalation reps assigned to specific products. They would remain located at the development center where the technology they specialized in was based, and all I had to do was to get the phone system to route product-specific calls directly to the responsible in-house escalation rep. The infrastructure people were the ones who ran the delivery/reporting technologies: the online support system developer, a tech writer, a reporting/business analyst, etc. They had to be located where their job was best connected-in (i.e. the online support guy was near the company's web group, the analyst was where I'd be, etc.).

—Jeff Barto  jeff.barto@palmone.com
    Product Manager, Palm
    408/617-7962





[Any other advice, anyone? Send an email to membership director Jane Farber at jfarber@asponline.com, and we'll post your feedback.]