- Before
- Works down 20–30 open promises a shift from notes and spreadsheets. “I don't need another report. I need to know whose promise breaks next.”
- Now
- Opens a ledger sorted by time left, with the brief, the fix and any approval ready before she dials, and closes each promise with its outcome.
One unhappy vote, from a broken bill to a Happy re-rating
Omar Rahimi lives at 14 Cedar Lane, Harbour Point, and takes electricity and water from Lumina Utilities. His September electricity bill is $412.59 — the third estimated bill in a row. Here is what happens next, screen by screen, in the working solution.
- 01Sun 09:04
A third estimated bill, and a promise
Tariq Bello · care agent, team 3Omar calls about a $412.59 bill for a two-bedroom flat. Tariq sees that July, August and September were all estimates, and that a reading was submitted but never applied. He raises it with billing and makes the promise every contact centre makes. The 8:52 call is kept with its transcript, the key lines marked.
Omar: “I sent my reading in the app on the twenty-eighth, with a photo.” · Tariq: “Someone will call you back within 48 hours.”
- 02Sun 09:14
The vote is read, and a promise is opened
Vote readerOmar votes Unhappy by SMS link: “Third estimated bill in a row… Nobody listens.” Staff professionalism Happy; speed of service and information quality Unhappy. The vote reader joins the vote to Tariq's call by its link ID, and the promise keeper opens a promise due Tue 13 Oct, 09:14, owned by Hana Qasim on billing and power. On Tuesday morning the votes screen shows it has read 412 votes since 07:00, each in about 4 seconds.
Set aside, with a reason: “Same customer, same remark, 3 minutes earlier · joined to the promise above”
- 03Tue 06:30
No promise falls due with nobody there to keep it
Promise keeperAt shift start the keeper spreads 27 promises due today across 7 officers, nobody over 30. At 07:02 Leila Hamdan's promise broke at hour 48 because her owner, Sami Okafor, is off sick, so it passed to the recovery lead, Rania Aziz. Then it proposes three moves: Ivan Petrov to Aisha Noor, because Tomás Ruiz starts after the promise is due; Grace Mbeki's next try on the mobile added on 3 Oct; and Omar kept with Hana, whose brief and credit approval are ready.
“Ivan Petrov is due at 11:40, but Tomás Ruiz starts at 13:00 · Move to Aisha Noor”
- 04Tue 07:31–08:05
The cause found, the rebill worked out, the credit approved
Recovery preparerOmar's photo reading of 50,212 kWh arrived on 28 Sep at 19:42, after the 26 Sep read window, so billing rule BR-4.2 held it and September went out on an estimate of 2,140 kWh. Actual use from 27 Jun is 2,824 kWh against 4,040 kWh billed on estimates. September rebilled is $178.15, a credit of $234.44. That is above Hana's $150 authority, so it went to Daniel Osei, billing analyst, who approved it at 08:05.
“Credit above $150 sent for approval · Approved by Daniel Osei, billing analyst, at 08:05”
- 05Tue 08:14 · hour 47
Omar's row turns amber with an hour to go
Hana Qasim · customer recovery officerHana's ledger opens on 34 open promises, sorted by time left: 2 broken at the top, then the amber rows, then the ones on track. Each row has its 48-hour rail from the vote to the deadline. At 08:14 Omar's row turns amber, and the keeper's run log notes that the brief and the approved credit are ready.
“Omar Rahimi turned amber at hour 47 · 1 hour left · Hana Qasim told; brief and approved credit are ready”
- 06Tue 08:16 · hour 47:02
The callback, with the fix already made
Hana Qasim · customer recovery officerHana opens with the first line of the brief and tells Omar what is already done: the reading found, September now $178.15 and $234.44 credited, the next read set to actual. The 4:10 call joins the journey as contact 3. She logs the outcome as resolved on the call, with the root cause tagged: submitted readings not applied — bills stay on estimates, 38 voices this month.
Omar: “Oh. You actually called.”
- 0708:20 to 08:44
The loop closed, and the customer asked again
Outcome recorderHana closes the promise as kept at hour 47:02. The outcome recorder links the root cause to the Voice of Customer challenge, updates team 3's lesson and sends the re-rating SMS with the approved wording at 08:31, fifteen minutes after the call. At 08:44 Omar re-rates Happy. The customer's own rating sits beside the solution's reading of the remark, never instead of it.
Omar, re-rated Happy: “Thank you for actually calling back. Bill fixed.”
- 08Each week
What team 3 could have fixed on the first call
Lesson writerThe lessons screen shows unhappy and neutral votes by team and cause; team 3's estimated bills stand out at 82. Of 1,402 promises, 211 could have been fixed on the first call. The coaching note for Marisol Vega's team says 38 promises were for a submitted reading never applied, and in 31 the care agent could have applied it on the call.
“Customers re-rated Happy after the fix 72% of the time — the fix works; it just comes two days late.”
- 09Before a playbook changes
Seven playbooks, tested on last week's cases
Rania Aziz · customer recovery leadEach cause has a playbook: what to check, the remedy, who may give it and what to say. Rania owns version 6. Testing it on 5–11 Oct replays 331 closed promises: the same remedy as the officer gave in 309 (93%), no credit above authority proposed, and 6 outage-notice cases with no remedy step — a suggestion sent to Rania.
PB-01: “We found your reading from the 28th. Your bill is now $178.15 and the difference is back on your account.”
- 10The month
Recovery measured, not just dissatisfaction
Imran Siddiqui · head of customer experienceFrom 14 Sep to 13 Oct: 11,860 votes, 1,436 Unhappy or Neutral, 1,402 promises opened, 1,356 called back, 812 re-rated and 498 Happy. 97.0% of closed promises were kept inside 48 hours (1,327 of 1,368), against 58% before the ledger went live on 7 Sep. Re-rated Happy by cause runs from 72% for estimated bills to 50% for outages and notices.
“498 customers said they were happy after the callback — a number the survey report never had.”