The quality platform
The quality team works from two export files: the customers' satisfaction scores and the team's assessments of responses from dissatisfied customers. The platform merges them and produces what used to be built by hand for every weekly meeting.
Before
- Two export files that had to be matched and totaled by hand
- WBR tables built by hand for every weekly meeting
- Status per agent typed into a table of follow-up plans
After
- Both files are imported with validation and data cleaning.
- The WBR tables are built from the data and copied as an image straight into slides.
- Calibrations happen online, with automatic scoring against an answer key.
- Follow-up plans per agent are calculated live.
What I learnedTest with the real file. The made-up test file worked, but the real export spelled out the months and used a different file format. The import was adjusted and got new tests.