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Voice of the Client - Strategic Contact Journey Review

AnalysisSnowflakeSAS EGSalesforce

Project Overview

Directed end to end design and delivery of a strategic Voice of the Client review for a 2,500+ person division.

Created a reliable baseline of client contact drivers and service friction where no trusted baseline previously existed. Coordinated 10 analysts to manually assess 1,100 phone calls and 1,100 emails against a purpose built metric framework. Integrated manually assessed data with Snowflake contact samples, Salesforce/PACE data, and SAS EG outputs to generate insights for SES1, SES2, Director level, and stakeholder owner audiences.

Interactive Analytics

Live visualization simulating the dashboards built for this project.

Contact Drivers Breakdown

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