Balance Scales

Service credits owed on one pan; the client's own lapses on the other.

Listen
Reason
Act
Verify
Learn
Closes 5 of 5: Listen, Reason, Act, Verify, Learn

The job

Forecasts the month's service credits in money while they can still be avoided, fixes the causes before the cut-off, and offsets credits with evidence of obligations the client missed.

The moment

Example, illustrative figures
  1. An outsourced contact centre sees its month on a balance scale: service credits it may owe the client (penalties for missing service levels) on one side, the client's own missed obligations on the other.

  2. A time-lapse of the month plays, and the scale tips on the 11th.

  3. The incident card explains why: the client changed prices without warning, driving 2,300 contacts in four days. That caused most of the service-level miss the client planned to charge for.

  4. The client's vendor manager accepts the evidence and the $180,000 credit is waived. This quarter, credits avoided or waived come to 4.1 times the licence cost.

What it does

  • Log a client lapse
  • Assign a lever
  • Send an evidence card
  • Record the actual credit and waiver
  • Open incident verbatims

What you see

Animated brass balance scale with a month time-lapse, draggable lever weights and emailed evidence cards

  1. Screen 1: The Scale
  2. Screen 2: Lever Tray
  3. Screen 3: Incident Evidence Card
  4. Screen 4: Reconciliation and Payback

What it moves

Service credits avoided or waived each quarter in US dollars, and how accurate the forecast is on the 18th of the month.

Built for

  • CX leaders & VoC
  • Finance
  • Partners & ecosystem
OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.

OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.

OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.