assisted bin collection project (PDF, 32 pages, 1.6MB large file)
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assisted bin collection project (PDF, 32 pages, 1.6MB large file)
LGDC Improvement local government delivery council Customer led transformation programme Case study – Lancashire Assisted Bin Collection project 20/58 Contents About Lancashire 3 Background 4 Objectives 6 Approach 7 Research 7 Data matching 8 Socio-demographic profiling 9 Circle of need analysis 12 Interviewing 15 Implementation 17 Outbound calls 18 Referrals 19 Monitoring uptake 20 Findings 21 Outcomes 24 Financial Benefits 24 Positive Customer Feedback 26 Outputs 27 Governance and resourcing 28 Challenges and lessons learnt 29 Customers know what and how government should deliver service so ask them! 29 Migration of activities to different versions of the same IT package 30 Focus on delivery 30 Next steps Project delivered in partnership by: 30 The Customer Led Transformation Programme Lancashire County Council’s work has been funded under the Customer Led Transformation programme. The fund aims to embed the use of Customer Insight and Social Media tools and techniques as strategic management capabilities across the public sector family in order to support Place-Based working. The Customer Led Transformation programme is overseen by the Local Government Delivery Council (supported by the Local Government Association). The fund was established specifically to support collaborative working between local authorities and their partners focused on using customer insight and social media tools and techniques to improve service outcomes. These approaches offer public services bodies the opportunity to engage customers and gather insight into their preferences and needs, and thereby provide the evidence and intelligence needed to redesign services to be more targeted, effective and efficient. About Lancashire Lancashire is located in the North-West of England and is a two tier authority made up of 12 District Councils with a population of nearly 1.1 million people. There are just over 500,000 households of which 12 per cent of these are owned by local authorities or registered social landlords. Lancashire has a rapidly aging population with 36 per cent of the population aged over 50+ which is expected to rise by 65 per cent by 2031. Today 40 per cent of people are aged 20-49 and 25 per cent are aged between 0-19 years. Life expectancy rates vary substantially across the county. Lancashire has areas of deprivation, 156 super output areas are within the bottom 20 per cent of the most deprived areas in England. Many of these areas are clustered to the east of the county, which were once areas of large scale cotton manufacturing. Just over 21 per cent (240,000) of the total population of Lancashire live in the bottom 20 per cent of the most deprived areas in England. In one district in Lancashire around 42 per cent of the population lives in deprivation. In terms of income deprivation 18 per cent (212,390) of the total population are income deprived. Nine out of the twelve District Council areas within Lancashire have a higher than the national average number of ‘unfit dwellings’ with some areas having over 16 per cent of dwellings classified as ‘unfit’. Crime levels within Lancashire are lower than Greater Manchester and Merseyside, with crime rates falling by 8.7 per cent in 2008 and 2010, crime rates also fell across all key categories with many significantly below the national average. Unemployment levels within Lancashire are 5.7 per cent which is under the nationalaverage of 7.6 per cent and the trend seems to be continuing downwards. There are however areas of the county where unemployment is close to the national average. Customer-led transformation case study Lancashire: Assisted Bin Collection project 3 Background The Assisted Bin Collection (ABC) for Vulnerable Person’s Project arose out of the work of the Lancashire Contact Centre Partnership (LCCP). Established in 2006, the LCCP comprises Lancashire County Council and the District Councils of Burnley; Chorley; Hyndburn; Pendle; Ribble Valley and Rossendale. The partners worked together to procure their customer access infrastructure including their CRM systems. Having successfully delivered the shared contact centre project, the partners continued to meet quarterly to oversee the shared service and look for opportunities to use the shared infrastructure to improve service delivery. The councils were interested in working together to provide more services at first point of contact to the customer regardless of the provider of those services. With this in mind, four councils began to develop the idea of using their telephone infrastructure and resources to conduct an outbound campaign targeted at the needs of vulnerable residents. The partnership identified a number of customer service access issues that they wished to address. The partnership found that, where the customer service agents were able to spend time with customers who visited or called the council, they were more likely to diagnose their needs and refer additional services. However, this depended on: • customers being in contact with councils in the first place • the nature of customers’ initial enquiry, and how the conversation with the council unfolded • customer service agents having the time to spend with customers – more in-depth conversations would only occur at their less busy times • customer service agents having knowledge of the full range of services available from across the public sector. Following these findings four councils – Lancashire County Council; Burnley Borough Council; Pendle Borough Council and Ribble Valley Council decided to work together across the two tier environment to: • help customers with some of the highest needs • attempt to lower their costs • increase customer satisfaction. 4 Customer-led transformation case study Lancashire: Assisted Bin Collection project The partners agreed that one potential vulnerable customer group with high needs were customers who qualified for the Assisted Bin Collection service. The councils speculated customers who struggled to put their bin out every week would possibly have other needs which would be undiagnosed by various government departments. Before developing a bid for funding from the Customer-Led Transformation Program, Lancashire County Council conducted some brief initial research with ten customers of the ABC service. This indicated customers were missing out on a wide range of services because they: • did not know the service existed • were unsure which government department delivered the service • thought they would not be eligible for the service. The ambition of the work was to use customer insight techniques, including socio demographic profiling and face-to-face interviewing to gain a deeper understanding about: • key customer group’s circumstances and needs • the range of services the partnership could potentially offer to them • how to formulate these service offerings in terms of customers’ communication preferences • how to ensure maximum take-up of services by customers once offered. The project then used the insight to design and implement a programme of outbound calls to the target customer group to offer them additional services and make referrals to the appropriate service providers. Customer-led transformation case study Lancashire: Assisted Bin Collection project 5 Objectives The project aimed to use customer insight to better understand this customer group’s needs, and how the different tiers of councils could most effectively engage them, including targeting them with related services. It then sought to use this insight to engage the customer group and expand the range of services they were using as this would better support them to live independently in their own homes and reduce costly interventions at a later stage. Specifically, the project sought to achieve the following results: • offer a range of additional services based on need to a potential vulnerable customer group who qualify for an assisted collection • undertake a data extraction from relevant back office systems to determine which customers accessed the assisted collection service • gather customer insight direct from customers who qualify for an assisted collection • produce customer journey maps to establish the customer’s journey before and after project implementation • purchase customer telephone numbers through a process known as teleappending • design and implement changes within Northgate’s front office Customer Relationship Management (CRM) system (that each of the councils use to enable customer data sharing) Through doing so the project aimed to deliver the following outcomes: • contact and engage 2500 customers in dialogue • enable 750 of those customers to take up at least one additional service • reduce avoidable contact within the ABC service by 15 per cent – equivalent to 375 contacts • enhance the Circle of Need methodology • increase customer satisfaction with the ABC service from 90 per cent to 95 per cent • increase the levels of free smoke alarms and fire prevention provided to citizen by 5 per cent – this represents 466 additional customer for this service. Of the 4,200 people using the Assisted Bin Collection service, the project aimed to reach 2,500 of these by outbound calls via teleappending. The project didn’t expect to be able to contact all users of the service by telephone, due to many customers being either ex-directory or registered with the Telephone Preference Service. Of those contacted, the project hoped 30 per cent of them would take up at least one additional service each bringing a total of 750 additional ‘services’ delivered. For further details on how the project performed against these objectives, please see ‘Outcomes’. • roll out the solution across three District Councils in Lancashire • embed the solution within business as usual. 6 Customer-led transformation case study Lancashire: Assisted Bin Collection project Approach The project comprised multiple steps of research work to better understand the customer’s needs, followed by ‘implementation’ of the outbound calling exercise based on the results of research. The project progressed through the following steps (each outlined in more detail below): Research • desk research • staff workshop to discuss customer needs • data matching service database with Mosaic • socio demographic profiling • ‘Circle of Need’ analysis • face-to-face interviewing. Implementation • outbound calling • generating referrals to other service providers • monitoring take-up of services. Research At the beginning of the project, the team profiled a small sample of 100 customer records of people receiving the ABC service. This showed users of the service were typically members of the demographic groups M (elderly people and state support) and O (residents if in low rise social housing). This supported the councils’ hypothesis that the ABC service offered an appropriate customer group to focus on as: set would be ‘complete’. By contrast, the Blue Badge service would only know about customers who were already benefiting from, or had enquired about, Blue Badges. • Eligibility for the assisted collection is an indicator of other health or social needs. Customers using this service may well have needs, as yet unmet, for other services. The project also held a workshop to discuss customers’ communication preferences and which services to promote. The consensus of the workshop was that these customers would be receptive to leaflets posted through the letterbox and advertisements in the local newspapers. The workshop suspected that customers would not be receptive to cold-calling and would not want their data to be shared. They also assumed that the project would uncover latent demand on services such as concessionary travel. The subsequent insight work proved many of these assumptions were unfounded. To gain a deeper understanding around the customers who qualified for the Assisted Bin Collection service it was decided to undertake two work streams. These were: • ‘desk based’ research using customer profiling tools and techniques • a series of in-depth customer interviews (see ‘Interviewing’ on page 15). “We had very positive feedback from customers with over 80 per cent of them agreeing for their data to be shared.“ Mark Edmondson, Ribble Valley BC Desk research • Refuse collection is provided to all households, and consequently the data Customer-led transformation case study Lancashire: Assisted Bin Collection project 7 The desk based research sought to address several key questions, including: • what do ‘typical’ ABC customers look like across the three district partners? • what are the mosaic groups and types of people who use the ABC service? • are their ‘typical’ customer groups across the three District Council partners? • what communication channel would customers prefer to be contacted by? • what are the customer’s likely needs? The first step the project team took was to cross reference data the councils held in the ABC Service Register with the Mosaic social-demographic groups. Data matching Profiling Customers on the Assisted Bin Collection Register The project team wanted to understand at a high level the types of customers which used the Assisted Bin Collection service across each of the three district partners. To gain a better understanding the project used Experian’s Mosaic customer segmentation tool set and combined it with data extracted from the council’s back-office systems. Experian’s Mosaic is a customer segmentation tool which segments people into one of 15 groups and then into one of 69 types. The project extracted those customers that were on the Assisted Bin Collection register from various back office databases held within each of the partner organisations. The total number of records which were profiled was 4,227 across the three district partners. The records which were successfully profiled are outlined in the table below: Matching service data to socio-demographic groups Partner authority Burnley Borough Council Pendle Borough Council Ribble Valley Borough Council Total Number of records to match against Mosaic 1,444 1,636 1,147 4,227 Successfully matched 1,308 1,503 977 3,788 Percentage match 90.5 per cent 91.8 per cent 85 per cent 89 per cent Socio-demographic groups using the assisted bin collection services As the table below illustrates, of the 3,788 records successfully matched against the 15 Mosaic groups across the three councils, the following socio-demographic groups were most likely to use the Assisted Bin Collection service. Mosaic group M J O B K 8 Description Elderly people reliant on state support Owner occupiers in older style housing in ex-industrial areas Families in low-rise social housing with high levels of benefit need Residents in small and mid-sized town with strong local roots Residents with sufficient incomes in right-to-buy social housing Customer-led transformation case study Lancashire: Assisted Bin Collection project Top 15 segments using the ABC service across the three councils Of those houses matched to Mosaic, the top 15 segments (out of a total of 45) contained eighty-seven per cent of service users. Local Authority Burnley Borough Pendle Borough Ribble Valley M M B Burnley Borough O Pendle Borough K Pendle Borough J Pendle Borough I Pendle Borough O Ribble Valley L Burnley Borough I Ribble Valley Burnley Borough M K Burnley Borough B Burnley Borough J Ribble Valley D Ribble Valley J Total Socio-demographic group Elderly people reliant on state support Elderly people reliant on state support Residents in small and mid-sized town with strong local roots Families in a low-rise social housing with high levels of benefit need Residents with sufficient incomes in right-to-buy social housing Owner occupiers in older style housing in exindustrial areas Lower income workers in urban terraces in often diverse areas Families in a low-rise social housing with high levels of benefit need Active elderly people living in pleasant retirement locations Lower income workers in urban terraces in often diverse areas Elderly people reliant on state support Residents with sufficient incomes in right-to-buy social housing Residents in small and mid-sized town with strong local roots Owner occupiers in older style housing in exindustrial areas Successful professionals living in sub-urban or semirural homes Owner occupiers in older style housing in exindustrial areas Houses 438 336 280 249 221 211 205 176 169 165 163 151 140 130 128 121 3283 Customer-led transformation case study Lancashire: Assisted Bin Collection project 9 Top 15 segments using the ABC service across the three councils This data provided an important insight into the different types of customers accessing the service. Interestingly, whereas the largest group in Pendle and Burnley were ‘elderly people reliant on State support’, the largest group in Ribble Valley – a more affluent Borough – were ‘residents in small and midsized towns with strong local roots’. This latter group was considerably smaller in Pendle and Burnley, suggesting that customers who could articulate their requirements and navigate the council, or had a support network of family and friends to help, so were successfully accessing the services they needed. This supported the hypothesis that there was latent demand for ABC and other services from other customer groups, and that the councils would need to ease access to services for these groups. These socio-demographic profiles provided insight into service users: • financial circumstances • employment status • educational attainment The socio-demographic profiling enabled the team to draw up pen portraits of typical customers of the Assisted Bin Collection service. These pen portraits helped the team to conduct the ‘Circle of Need’ analysis later on (see below). Three examples of typical customers of Pendle Borough Council are depicted below. Typical customer 1 Charles and Audrey Charles is 72 years old and lives with his wife Audrey, 70. They have been married for 47 years, Charles was a partner in his own accountancy firm with 3 other friends. The business was sold a number of years ago. Audrey was a primary school teacher for a number of years but stopped teaching to bring up their children, Andrew and Emma who are both married and have their own families. Charles and Audrey live in a three bedroom spacious bungalow but with a steep driveway to the garage at the bottom. Being traditional in nature, face to face contact with government departments and agencies is still preferred. Telephone is only used when the offices are closed. • media consumption 10 Customer-led transformation case study Lancashire: Assisted Bin Collection project Typical customer 2 Bob and Sue Bob is 64 years old and lives with Sue who is 62. They have been married for a number of years and have lived in their semi-detached house for the last 30 years. Bob worked at a local engineering plant, where he started as an apprentice and trained to become a machinist. Many years later he worked his way up to be work shop manager, unfortunately Bob retired on health grounds perhaps cause by dust and metal he breathed in for many years within the machine shop atmosphere. Sue worked in the local supermarket as a checkout operator her proudest moment was when she earned her 25 year service award. Bob and Sue have one child, Tom who lives nearby with his wife and 2 year old daughter. Typical customer 3 Junaid and Fazeela Junaid and Fazeela emigrated to Britain 25 years ago. They managed to find work in the old textile mills around the East Lancashire area. As these have now mostly closed down Fazeela is an office cleaner and Junaid works as a delivery driver, both earn just above the minimum wage. They have 3 children who all still live at their terrace house near a main road. Junaid has a number of concerns for his young family as he has been a victim of a number of low level race related incidents. Customer-led transformation case study Lancashire: Assisted Bin Collection project 11 Circle of need analysis The next step was to take the social demographic profiles and conduct a ‘Circle of Need’ analysis which would map and highlight the full range of public services that could be relevant to these customers’ circumstances. Based on this exercise, ‘Circles of Needs’ were developed for each ‘typical’ customer highlighted. Circle of need for Junaid and Fazeela in need of learning resources and support being a citizen affected by crime or anti-social behaviour in need of access to an active and supportive community in need of social integration in need of employment Junaid and Fazeela in need of improved accommodation birth and parenting medical treatment, assistance and advice 12 in need of financial security language/culture Customer-led transformation case study Lancashire: Assisted Bin Collection project Profiling customer needs After ‘typical’ customers from across the three local authorities were identified the next step was to examine their needs and determine if there were any common customer needs. The table below identifies a common set of customer needs based analysing the mosaic profiles using the ‘Circles of Need’ model in further detail: Circles of need by socio-demographic The results identified a common set of customer needs. The main common needs were: • social integration • financial security • of bereavement support • improved accommodation • learning resources and support • medical treatment assistance and advice • the need to be active The needs with the least amount of typical customer groups were: • access to an active and supportive community • language and culture • being creative • mental or physical capacity Typical customer groups with the most needs are: ‘Junaid and Fuzeela’ (depicted above), ‘Val and Dave’, ‘Rita’ and ‘Alison’. These customer groups also share the common needs of • financial security • improved accommodation • being a citizen affected by crime and anti-social behaviour • medical treatment advice and assistance Customer-led transformation case study Lancashire: Assisted Bin Collection project 13 From the needs identified above it was decided to ascertain if the following services were suitable to offer customers: • 78 per cent of typical customers preferred more traditional face to face contact • welfare rights/benefit health checks • 78 per cent of typical customer’s liked to read the local newspaper. Any promotion and publicity of the outbound calling exercise to increase levels of take up could be worthwhile through this communication channel. • home improvement grants (specifically around home insulation and warm front grants) • 33 per cent of the typical customers preferred post as a channel of communication • free home fire safety checks • 33 per cent of people regularly read magazines, this however covered the whole spectrum of the magazine market and unfortunately no further specific details could be obtained • concessionary travel passes • adult social care • free prescription deliveries The suitability of the services identified would be tested with a sample of customers during the second work stream when customers were interviewed as part of the more ‘deeper’ customer insight gathering exercise. Identifying typical customers channel preferences In order to help diagnose as many customer needs as possible and maximise take up of services, it was important to gain an understanding of the most effective channel(s) to communicate services to customers. When the Mosaic dataset was examined in detail for each of the typical customer groups a number of patterns immediately emerged: 14 • telephone and internet were not recognised as major communication channels by any of the typical customer groups identified The table below gives a high level snapshot of the communication channels preferred by the ‘typical’ customer groups identified. The next steps were to extend the socio demographic profiling with a ‘deeper’ understanding of ABC customers through face-to-face interviewing. Customer-led transformation case study Lancashire: Assisted Bin Collection project Interviewing Given customer’s preference for face-toface communications, the project then undertook a series of in-depth face-to-face interviews to gather greater insight into the needs of the target group. The project manager along with representatives from the District Councils conducted twenty in-depth customer interviews totalling nearly 40 hours. Customers were selected for interview based on the following criteria: • The partnership decided to focus the interviews in the areas of highest deprivation and need in the boroughs of Burnley and Pendle. By contract, service users in Ribble Valley tend to be more affluent. • A suitable cross section of customers from each Mosaic group needed to be identified and interviewed. What is Teleappending? Teleappending is the process whereby an organisation or individual purchases telephone numbers which are in the public domain. Customer data submitted for teleappending has to include: The customer’s full name (forename/ surname), address and postcode. This data is then matched by a 3rd party company against: • the BT phone directory • other publicly available telephone directories and • the mobile phone directory. Teleappending is extensively used within the commercial sector main users of teleappending services are contact centres which make outbound typically sales based calls. Organisations can use teleappending as a way of cleansing their customer databases to ensure they contain accurate and up to date information. Customer-led transformation case study Lancashire: Assisted Bin Collection project 15 Mosaic profiles of customers selected forinterview The table below provides details of the customers Mosaic groups and types selected for interview. Socio demographic profile of interviewees Volume of customers 2 Mosaic groups Group E: Middle income families living in E19: Self-reliant older families moderate suburban semis in suburban semis in industrial towns (1) 2 Group J: Owner occupiers in older-style housing in ex-industrial areas 4 Group K: Residents with sufficient incomes in right-to-buy social housing 3 Group L: Active elderly people living in pleasant retirement locations 6 Group M: Elderly people reliant on state support accommodation designed for older people (2) 3 Mosaic type E20: Upwardly mobile South Asian families living in inter war suburbs (1) J45: Low income communities reliant on low skill industrial jobs (2) K49: Low income older couples long established in former council estates (1) K50: Older families in low value housing in traditional industrial areas (3) L54: Retired people of modest means commonly living in seaside bungalows (3) M56: Older people living on social housing estates with limited budgets (2) M57: Old people in flats subsisting on welfare payments (2) Group 0: Families in low-rise social housing with high levels of benefit need M59: People living in social O67: Older tenants on low rise social housing estates where jobs are scarce (3) * The figures in brackets contain the number of customers the councils interviewed from each Mosaic type. 16 Customer-led transformation case study Lancashire: Assisted Bin Collection project Interview questions The interviews asked the following questions: 1. How did you learn about the Assisted Bin Collection service? 2. What made you have this service – how did it come about you needed this service? 3. Please can you tell me about the services which you currently receive from the Government? 4. If you contacted the council about your Assisted Bin Collection how would you feel if additional services (at no cost) were offered to you? 5. If your local council was going to contact you and offer you additional services how would you like to be contacted? 6. I would like to present you with a list of services which we may offer customers. These will be at no cost. Please could you indicate which you already receive, which you would like and which you are not interested in? 7. To allow us to deliver a range of services from across government we may have to share you details with other government departments such as: The NHS, the Fire Service and the County Council. If this was done securely would you allow your personal information to be shared? The results and insights arising from these interviews are outlined under ‘Findings’. Implementation Following the customer insight work stream there was a clear direction from customers around what channel should be used to contact them, the services to offer and their views on data sharing. The next steps were to: • obtain customers telephone numbers via a process known as teleappending • design, build and test a process within Northgate’s Front Office Customer relationship Management (CRM) system which will allow customer details to be captured and shared with service providers. Results from Teleappending The councils anticipated that teleappending would not provide a means of contacting all relevant residents. For example, many of the residents of the three boroughs would either be ex-directory or on the Telephone Preference Service, as the table below illustrates. Result of the teleappending data matching • 67 per cent total match rate which included ex-directory flags and telephone numbers returned • 31 per cent of total data returned a telephone number • 23 per cent of the data-file returned a telephone preference service flag. Result of the teleappending data matching Total number of records No Matches 130,731 39,961 Telephone Preference Service (TPS) flags 30,240 Ex –Directory Flags (XD) Telephone numbers returned 48,023 41,879 Customer-led transformation case study Lancashire: Assisted Bin Collection project 17 A guide to teleappending has been produced which covers data protection, potential teleappending suppliers and outline costs. This is available on the communities of practice website. Designing the CRM system The partners built a new process in their Front Office CRM system. This CRM system was jointly procured by the councils as part of the Lancashire Contact Centre Partnership. This allowed: • customer data to be shared across government • reporting to be undertaken to assist in determining the overall success of the project • services to be offered from a selection of providers not just local authorities • customer data to be collected once and used many times. Outbound calls The three District Councils conducted the outbound calling between December 2010 and end of February 2011, contacting a total of 1,712 customers. The outbound calling exercise was hugely successful and surpassed all initial targets which were set for the project. At one point, the back offices of some service providers were struggling to cope with the demand generated by the outbound calling exercise. The project scaled back the volume of its outbound calling so demand could be managed successfully. The interviewing was based on open-ended questioning which allowed customers to explain their life history and events leading to their current circumstances and needs. This allowed the interviewer to view the customer ‘in the round’, and make the customer aware of services they might otherwise have been aware of. For instance many customers 18 did not realise that social services such as Help Direct would be to provide them with help of gardening. Conversely, the project discovered that almost all those eligible for concessionary travel were already benefiting from the service. Prior to calling, the councils sent each prospective respondent a letter on official letter headed paper explaining that they would be in contact by telephone. The project also worked with contact centre agents and provided training and scripts to help to establish trust with the customer and help the customer to discuss their needs over the telephone. The outbound calling exercise proved a great success, and indicated that – although customers may complain about services – the local council does seem to be a trusted establishment in citizen’s eyes. The project reports that no residents were unreceptive to the council’s call. The outbound calling exercise also provided the council with an opportunity to have a conversation with customers. For example, many customers were initially dismissive of their eligibility to a blue badge often Customer-led transformation case study Lancashire: Assisted Bin Collection project commenting that “we don’t drive anymore”. The customer service agent took the opportunity to explain the blue badges can be used by friends and family when they drive the blue badge holder. Depending on the service selected the customer would then: Referrals The CRM system was designed and set up so the Customer Service Officer (CSO) had the majority of the information on their screen to advise the customer on the service which was being offered. This meant that with little training the CSO was able to answer the majority of the questions a customer may have about the service but also advise the customer why a particular service might be suitable for their needs. • receive benefit-related information and leaflets (Welfare Rights Servcie: benefit information request) When a customer stated they wanted to access a service and gave their consent to share their information with another government department (if applicable) the CRM system automatically generated an email to the relevant service providing the customers contact details, any information stated during the call (if applicable to that service) and answers to any pre-set eligibility questions. • receive a follow up telephone call conducting a benefits health-check (Welfare Rights Service: benefit review) • receive a telephone call to book an appointment for a home fire safety inspection/fitting of a free smoke alarm (Lancashire Fire and Rescue home fire safety check service) • be called to be assessed by Help Direct Service for low level social care needs • receive a Blue Badge application form in the post (blue badge service) • receive via post or telephone (depending on the project partner) the results of a home insulation grant. • be informed by the CSO about pharmacies which offer the free prescription delivery service and how to obtain this service. The referrals made for each individual service per authority are shown in the table below: Authority Burnley Borough Council Pendle Borough Council Ribble Valley Borough Council Totals Home Fire Safety Checks Benefit Health Checks Low level social care (Help Direct) Blue Badges Warm Front Free prescription deliveries 124 132 82 88 2 0 128 110 66 46 47 20 36 55 71 39 23 12 288 297 219 173 72 32 Customer-led transformation case study Lancashire: Assisted Bin Collection project 19 Monitoring take-up 1130 services were requested by residents during the outbound calling exercise. The service requests were distributed to the relevant service provider as ‘referrals’. Making referrals to a service is important but it is more important to ensure the customer actually accesses those services. To measure the amount of services which were actually accessed a sample of cases were taken from across each of the six service areas. The customer’s details were then passed to the relevant service area to establish whether: “Enabling people to access services – from both local authorities and the local voluntary sector – can do a great deal to enhance people’s quality of life. Some of the people we spoke to simply did not leave their home. Following contact with the council, they can now use the bus service and or the blue badge scheme and the exercise has introduced them to a network of people they can rely on the support in the future.” Gaby Nelson, Director of Customer Access, One Connect Ltd, a Joint Venture between Lancashire County Council and BT • the customer had successfully accessed the service • the service was actually delivered to the customer The results are outlined in the table below: Volume of take-up Per centage take-up Home fire safety checks 30 Benefit health checks 28 Low level social care Blue badges Warm front 30 9 13 Free prescription deliveries 30 100 per cent 93 per cent 100 per cent(1) 30 per cent 43 per cent(2) 100 per cent Total percentage take-up: 77.7 per cent 1. Help Direct stated there were a number of cases when they contacted the customer and carried out a more in-depth assessment of their needs. This resulted in a number of additional services being delivered from within the Help Direct service portfolio. For example Help Direct informed us via their own internal reporting of 49 customers contacted, (from one authority making the referrals to them) 133 services were accessed. The project had originally sent a total of 290 20 referrals to Help Direct. The partnership has interpreted this as indicating that vulnerable people have a great range of needs that are currently being missed. 2. Soon after outbound calling had commenced the project learnt the national ‘Warm Front’ programme had ceased taking applications for this service, meaning that referrals intended for this programme need to be re-directed. However across all three district partners there was a local grant scheme in place Customer-led transformation case study Lancashire: Assisted Bin Collection project Customers claimed either a wide range of benefits they were entitled to or none at all other than the statutory state benefits. This confirms the projects initial thinking around ‘expert’ customers. which operated under each authorities own individual criteria. Referrals were included to these local schemes. Findings Use of service The insight work stream made the following discoveries about customers using the ABC service. • Only one in five customers of the service found out about service by proactively enquiring at the Council directly. Most people using the service either found out from friends and family, or through a council publication or referral from social worker or a health worker. • Use of the service is often triggered by major life events, such as an accident or major illness. The interviews also generated the following insight into what services people access: • Free prescription deliveries is a service many customers stated they access. The PCT informed the project team that levels of take up for this service tend to be very low and there is some confusion between this service and free prescriptions the NHS provided to people aged over 60. Pharmacies also collect prescriptions from local doctors for free and then have them ready for the customer to collect – but this is also different to the free prescription delivery service. The PCT informed the project this is another area of confusion. • State retirement pensions were in line with the projects expectations especially as anyone over the eligible age can claim this benefit if entitled. • The project was surprised to see the variation in types of benefit claimed. Carers’ allowance Industrial injuries benefit Panic alarm War disablement Council tax benefits Housing benefit Income support Blue badge Widows’ benefit Smoke alarm Home insulation Mobility car Disability living allowance Council house Social care Attendance allowance Single person discount Concessionary travel Pension credit Free prescription delivery 18 16 14 12 10 8 6 4 2 0 State pension Government services accessed by customers interviewed Customer-led transformation case study Lancashire: Assisted Bin Collection project 21 • The volume of people who have free concessionary travel passes is higher than initially expected by the project. • Given the cold weather at the beginning of January and February 2010 and messages in the press around increases in gas and electricity prices it is surprising the volume of people who have not enquired as to their eligibility of a ‘Warm Front’ grant. Communication Three out of four respondents were in favour of being offered additional services as long as this did not come across as a ‘sales pitch’, and would be happy to be contacted by the council as long as the council made it clear who was contacting them. Telephone was seen as the most favourable channel to contact customers to offer additional services by some margin, with over 55 per cent of customers stating this. Given a number of customers interviewed were elderly (aged over 65) the home visit option also featured highly. Customers said they could take the opportunity to see the council officers name badge and also ask any questions to alleviate suspicions they might have about the service offer. 7% 16% Customer channel preferences Chart to show channels interviewees wish to be contacted by to offer additional services from across government 4 8 2 17 Internet Leaflet Home visits Telephone Assisted bin collection take-up of services 3% 27% Free prescription delivery Warm Front Blue badges Low level social care Benefit health checks 20% 22 27% Home fires safety checks Customer-led transformation case study Lancashire: Assisted Bin Collection project Interest in additional services Service Home Fire Safety Checks Blue Badges Low level Adult Social Care Warm Front / home insulation grants Concessionary Travel Free prescription delivery Single person council tax discount Service to check eligibility for various benefits Would be interested in this service 10 (50%) Currently in receipt of service 10 (50%) Not interested in this service or not eligible 6 (30%) 6 (30%) 8 (40%) 14 (70%) 6 (30%) 0 (0%) 9 (45%) 9 (45%) 2 (10%) 1 (5%) 12 (60%) 19 (95%) 6 (30%) 0 (0%) 2 (10%) 0 (0%) 5 (25%) 15 (75%) 12 (60%) 2 (10%) 6 (30%) From the results above it was decided to offer customers the following services: • home fire safety checks • low level adult social care 0 (0%) Referrals The pie chart opposite, bottom left, shows a breakdown in percentage terms of the services which customers expressed an interest in accessing. • blue badges • warm front grants • free prescription deliveries • benefit health checks. Use of data Contrary to the project’s expectations, the results of this survey show the vast majority (80 per cent) of customers are in favour of data sharing providing it results in something which will benefit them. (i.e. a service being delivered to them). These findings informed a number of critical project decisions which followed including the nature of the customer engagement (direct, and by telephone rather than literature) and the services offered through that interaction. “In terms of timing we carried out nearly 40 hours of face-to-face interviews to validate the desk-based research that we did.“ Kris Boardman, project manager at Lancashire County Council Customer-led transformation case study Lancashire: Assisted Bin Collection project 23 Outcomes Financial benefits Fire Prevention While it is impossible to say how many fires have been avoided due to the 288 Home Fire Safety Checks and smoke alarm installations that have been conducted, evidence from Merseyside Fire and Rescue estimates the cost of a call out by the fire and rescue service to be £20,000. If this project has helped prevent a small number of fires within the home this would have more than justified the project’s funding. The number of accidental household fires within Lancashire has reduced by nearly 5 per cent over 3 years. The year on year number of accidental household fires has remained static from 2008/2009 to 2009/2010 at 1238 fires and then reduced by 5 per cent to 1161 fires in 2010/2011. If each fire costs around £20,000 to the Fire and Rescue authority, this reduction equates to a saving of around £400,000 per year. Moreover, the cost of fire in terms of damage to property within Lancashire is on average £26,043 per fire. Therefore any reduction in the number of fires therefore reduces the overall cost of damage to property, processions and the surrounding area. Other costs which have not been factored into this figure are re-housing costs. The costs of rehousing can vary depending on the severity of the fire and if the occupier is re-housed to private rented accommodation, a registered social landlord or local authority housing or chooses to live with extended family. As a guide average rental costs within Lancashire for a three bedroom house are around £520 to £600 per calendar month. Lancashire Fire and Rescue provide the project with a number of key performance indicators where the home fire safety checks have been a major contributor to a positive performance. For example, the number of fatalities recorded as a result of a fire has reduced from 14 in 2009/2010 to 9 in 2010/2011. Lancashire Fire and Rescue have also informed the project that two of the fatalities could have been prevented if a home fire safety checks had been carried out. A 94 year old lady died as a result of a faulty electric blanket. More distressing is a 49 year old disabled person in Pendle (who more than likely would have qualified for the Assisted Bin Collection service), died as a result of a house fire. One cannot help but wonder if the project reached this person in time and they had a home fire safety check referral it would have saved their life. Lancashire Fire and Rescue household fire statistics 2008/2009 2009/2010 2010/2011 Apr-Aug 2011 (Annualised in brackets) Number of accidental household fires 1238 1238 1161 426* (1022) Non-fatal fire casualties Number of fatalities 155 120 117 37* (89) 12 14 9 3* (7) *subject to audit 24 Customer-led transformation case study Lancashire: Assisted Bin Collection project The number of non-fatal fire casualties has also reduced over the last three years. In 2008 / 2009 there were 155 non-fatal fire casualties in 2010 / 2011 has reduced to 117. Lancashire Fire and Rescue state that “the home fire safety check programme remains a significant contributory factor” in these successes. There are other ‘softer’ benefits for the customer, such as: Preventative social services The partnership estimates that the cost of providing an older person with a residential care amounts to approximately £13,000 per year. Based on a sample of 49 of a total of 219 referrals to Help Direct, five customers who were contacted by Help Direct following a referral from the project were further referred for to Adult Social Care for a more in depth needs assessment. Help Direct’s remit is to diagnose ‘low level’ needs therefore any referrals made by them to Adult Social Care, means that a customer’s needs are likely to be medium to high. • there is some evidence to support that it can help to delay the onset of mental health and cognitive decline. Part of Lancashire County Council’s strategy is to post-pone social care customers admission to a funded residential care home though proactively taking preventative measures. If within Lancashire the average age of each person admitted to funded care is postponed by three months in any one year the authority would save – over a period of three years – £4m a year. Assuming the five customers who have been helped by social care by this project are able to stay in their own home three months longer than this will have saved at least £16,250. If this sample is representative of the 219 customer referred to Help Direct, then 22 older people will have been able to stay in their homes for three months longer and the project would have saved Lancashire County Council approximately £71,500. • it helps improves customers’ quality of life as they are able to maintain their independence • customers are able to live in their own homes for longer In addition 62 customers were also provided with home improvement services. These can take the form of simple measures to make the home safe from accidents (such as slips, trips and falls) to minor household repairs and maintenance. These services are offered free or for a small fee. The fee covers the cost of any parts / materials required but not the handy person time. Lancashire County Council assumes for each referral to this service 1 in 10 people (10 per cent) will not have an accident around the home preventing the need for funded residential care. As this figure also included home adaptations a more conservative figure of 1 in 20 (5 per cent) will be used. In terms of the project this means that a further 3 customers would remain in their home for a further 3 months, saving a further £9,750. Benefit health checks Almost 300 referrals were made to the Welfare Rights Servcie for a benefits health check. Of the 300 cases 105 customers went on to receive a full benefits health check from the Welfare Rights Servcie. The 195 customers who did not have a benefits health check were because: • they had already had one completed by Welfare Rights recently Customer-led transformation case study Lancashire: Assisted Bin Collection project 25 • after a brief discussion it was identified that their chances of receiving any extra benefits were very low due to for example their level of savings. Of the 105 referrals 28 cases are still being processed and the outcome is not yet known. However, there were 44 successful claims for additional benefits entitlements totalling an additional £2015.56 per week and around £104,800 per year. Using similar ratios for the 28 outstanding cases, the project estimates that residents may receive an additional £630 per week, equivalent to £32,760 per year. Added together this would result in an estimated £2,645 per week / £137,540 per year in additional benefits. Removing customers who do not qualify for the service The project found a small number of savings which came about unexpectedly from the project. The project found when contacting customers there were a number of people who had moved away from the property which the Assisted Bin Collection service was being delivered to. Those District Council partners with outsourced waste management services were being charged a fee of around £1 per household per assisted collection. By removing the household from the assisted bin register this prevented the small charge being levied on the council by the contractor. This resulted in a small saving of around £250 per year for one authority, but more importantly highlighted the importance of keeping records up to date. 26 Positive customer feedback As part of validating the results of the outbound calling exercise it was important to understand what customers thought of the service. The findings of the customer feedback were important to the project as this was the first time across all three authorities an outbound calling exercise on this scale had been undertaken. Opposite are selections of comments received: Customer-led transformation case study Lancashire: Assisted Bin Collection project Quotes from residents interviewed as part of the project “I had no idea I would be entitled to attendance allowance for looking after my wife, the additional money will come in useful as everything is going up”. “I can’t understand why other companies can’t phone me up like you have done it would make everything much easier”. “I don’t have a fire alarm fitted, and I am also quite deaf” Burnley Council identified this need and passed the customers details to Lancashire Fire and Rescue. “Also an extra alarm (was fitted) that vibrates to alert me as I struggle to hear a normal smoke alarm. I now feel safe in my home. I would never have known about this service and continued to live at risk without their help”. “Without the help of Burnley Council, I would not have known about the help I could receive from Social Services”. “I had my house decorated three years ago and took the smoke alarms down when the decorators were in. I have never replaced these and it was great the council had contacted me and offered this service on behalf of the fire service”. “I had a chip pan fire over ten years ago and still have not had smoke alarms fitted, I suppose having already had a fire I would try and prevent another occurring but I haven’t”. Outputs The project has produced: • A ‘Guide to Teleappending’, which covers data protection, potential teleappending suppliers and outline costs. This is available on the LGI&D communities of practice website. • A detailed CRM implementation guide providing detailed instructions on the process developed complete with the relevant data files to install the process on another Northgate Front Office environment (also available on the communities of practice website). • Customer Journey Mapping: Journeys of how ten customers interviewed ended up obtaining the assisted bins collection service. Document shows their ‘journey’ through government services. • Customer insight paper part 1: Document explains the process and results of matching customer data to Mosaic data. It explains how we reach some early conclusions prior to validating the results with customers. • ‘Typical Customers Circles of Need’: To better understand typical users of the assisted bin service further a series of ‘typical’ service users were drawn up from across the three authorities. This brought the results of the segmentation to life and build up a picture about Assisted Bin Collection users. • Customer insight paper part 2: Document outlines the results of our 20 in depth customer interviews and outlines why the project chose the communication channel, services and method of contact it did. Customer-led transformation case study Lancashire: Assisted Bin Collection project 27 • Output Area Classification (OAC) customer segments mapped to Circles of Need: document shows the various needs customer may have depending on their customer segment within the OAC product. • Mosaic customer segments mapped to Circles of Need: document shows the various needs a customer may have depending on their customer segment within the mosaic product. • New Circles of Need: A series of new circles of need based on a customer’s life events and other needs identified during the projects. • Lessons Learnt: Document showing four key lessons learnt throughout the projects life. • Final Report: Pulls together all of the above documents in one summary document with results from the outbound calling exercise. Governance and resourcing The project used the governance arrangements of the Lancashire Contact Centre Partnership, which – since it manages a £7m contract for CRM and telephony infrastructure robust governance arrangements are already in place. The project was managed and resources via the Lancashire Contact Centre Partnership, with project management provided by the LCCP’s Partnership Programme Manager. The project reported to the Lancashire Contact Centre Partnership’s monthly Programme Board meeting. The Programme Board comprises of Heads of Service or delegated representatives from across the partnership. Each month the project produced a highlight report to the board outlining what had been achieved and next steps. The project also reported to the LCCP’s Partnership Board, which comprises Directors from each partner organisation. The project used this to report ‘exceptions’ to the work plan and to gain approval for changing to the project scope or timescales. The Partnership Board was the forum which discussed and agreed to focus resources on delivering outcomes to customer before Christmas following the IT delays. Each Council took responsibility for ensuring that their respective Local Strategic Partnerships (LSP) were informed of the projects at a local level. The project supported the following thematic groups at LSP level: Burnley: • Healthy Communities • Safer Communities 28 Customer-led transformation case study Lancashire: Assisted Bin Collection project Ribble Valley: • Older People • Healthy Communities Pendle: • Pendle Compact – Strengthening partnership working across public, private and voluntary sectors. • Community Strategy – Improving the life of people in Pendle. The project’s track record and its support of the Prevention Agenda will help to pave the way for additional service offerings and further partnership working in the future. Challenges and lessons learnt Customers know what and how government should deliver services, so ask them! Many people involved in the project had preconceived ideas about what customers wanted, and had expectations about what customers would think about: • the service delivery process • data sharing across government. • a council contacting them via telephone. • making an additional service offer and • if telephone was the right channel to make this offer. Nearly 40 hours of face to face customer insight gathering took place as part of this project. This helped to dispel the above myths as it was found: • customers were happy with the process designed when tested on them. • providing customers were informed and consent was gained customers were happy to share their data across government. • telephone was the preferred channel of choice for customer contact by some margin. • customers thought the council proactively offering additional services was the good idea. • teleappending: the process of purchasing customer telephone numbers legally The project needed a cost effective solution to obtain a customer’s telephone number in order to make the service offer. The project considered extracting contact data from the Council Tax system or the Waste Management systems. However there were several issues with this solution. Firstly, customers on the Assisted Bin Collection register would have to be manually located from the council tax extract. This approach would have been too timeconsuming. The second issue was only one District Council partner had collected a customer’s telephone number when a customer had requested the ABC service. At this point the project then considered teleappending, which offers the opportunity to purchase a customer’s telephone number from a third party. All telephone numbers are already in the public domain (i.e. the telephone book) and can be used for contacting a customer. With teleappending, the council would only have been able to contact resident for whom they already had a telephone number. Without teleappending the project would have been unable to contact customers by telephone and more traditional means of advising customers such as leaflets or a mass mailing exercises would need to be employed. This would have resulted in a lower take up of services. Customer-led transformation case study Lancashire: Assisted Bin Collection project 29 Migration of activities to different versions of the same IT package The outbound calling exercise used Northgate’s Front Office CRM system to log customer data and share the data with service deliver partners. The process was built in a test environment with the idea this would be migrated to a live environment within Lancashire County Council and then shared across the three District Council partners. The migration worked as expected for two out of the three partners. The third council was running an older version of the system. As a result the process would not migrate and function correctly. The project should have developed and built the process in an older version of Front Office and migrated to the more recent version. The opposite approach was unfortunately implemented with the activity being developed in the most recent version available and migrated to an older version. Resolving the problem through an upgrade was not feasible due to timing – the District Councils were facing peak seasonal demand followed by the Christmas leave period. The key lesson learnt is to carefully check system requirements in relation to migration activity prior to building any new processes within a system. This is especially important if working on a project as part of a partnership operating common systems. Focus on delivery The original plan for the project had been to undertake the customer insight work and outbound calling exercise in parallel with reviewing and enhancing the Circle of Need methodology. However, the aforementioned IT issues impacting the project and the project team decided to ‘focus on delivery’ i.e. postponing its efforts 30 on the enhancement of the Circle of Need Methodology to instead devote attention to overcoming system issues and conducting the outbound calling. This decision was taken because it was seen as critical for the project to start delivering the additional service offer to some of the most vulnerable customers in Lancashire to better support them live independent lives for longer plus reduce the need for more expensive interventions at a later stage. The decision to ‘focus on delivery’ meant the outbound calling phase of the project started on time and according to the project plan. Next steps The four authorities who were involved in this project have stated that they want the current process to remain in place and become part of business as usual. Although the volumes of new customers who access the Assisted Bin Collection project across the three District Councils are expected to be low (around 1-3 per week) it will mean new customers to the service will still be able to take advantage of the additional service offer if they choose to do so. Maintaining the service within business as usual was particularly important to the project especially as it: • has already been identified and evidenced that people within this customer group have potentially high needs • due to the increasing aging population within the three partners the assisted bin service is expected to be a service which will grow in terms of the people who need to access it over the course of the next few years • we want to use the concept to try and promote the benefits and the idea to other District Councils within Lancashire area and beyond. Customer-led transformation case study Lancashire: Assisted Bin Collection project The project highlighted that outbound calling does work within the public sector as does offering additional services to the customer based on their needs. The three District Councils are already examining other services which the same methodology could be applied to. software development which in the current climate could be difficult to justify, despite the benefit it may bring and is a long term project. Other services which have been identified a ‘trigger points’ for additional services are: The councils are considering wrapping services around a customers need based on their mosaic profile. If a customer contacts an authority regardless of the service and their mosaic profile (which has been preloaded on to a CRM system) indicates they are from one of the mosaic types with high needs, then predetermined services could be offered to that customer based on their mosaic profile. This methodology would take the thinking from this project one stage further as it will not depend on a ‘trigger service’ such as assisted bins for customer to receive the offer of additional services. By only offering the additional services based on mosaic customer groups with high needs this will ensure services are targeted to customers who need them the most. • requests for blue badges Although the above point is feasible it is dependent on an investment in CRM • any benefit related enquiry • requests for single person discount forms • requests for leisure services (i.e. informing the customer of other leisure activities within the local area, linked to the healthy lifestyles agenda). The timescales for the above items are as follows: • continue the offer of additional services for new customers who access the assisted bins collection service – Already in place ongoing. • wrapping services around need based on their mosaic profile (2-3 years) • offering additional services based on further trigger points (9-18 months). Customer-led transformation case study Lancashire: Assisted Bin Collection project 31 Local Government Association Local Government House Smith Square London SW1P 3HZ Telephone 020 7664 3000 Fax 020 7664 3030 Email [email protected] www.local.gov.uk © Local Government Association, January 2012 For a copy in Braille, larger print or audio, please contact us on 020 7664 3000. We consider requests on an individual basis. L11-613