2024 Vision Report: Dept. of Customer Experience

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Customer Experience

Vision Federal Market Forecast

Co-Leads:

The following presentation represents the collective work and intellectual analysis of our Vision team. This presentation and slides are the opinion of the PSC Foundation Vision process and does not represent the opinion of any individual person or company on this team. The presenter merely conveys this collective outcome, and this presentation does not necessarily reflect their personal or professional view nor that of their company.

Team Members

Martha Dorris, DCI Consulting

MaryAnn Monroe, Maximus

• Amanda Chavez, NuAxis Innovations

• Ann Aly, Tech Flow

• Dominic Sale, REI Systems

• Susan Fitzgerald, Susan Fitzgerald & Associates, Inc.

• Christy Holley, Leidos

• Mary Schwarz, ICF Next

• Mary Leeb, SAIC

• Christie Mitchell, Golden Key Group

• Barbara Haen, Boston Consulting Group

• Maria O’Rourke, Medallia

• Laura Parsons, Maximus

• Brooks Bennett, Rain Maker Solutions

• Jeneanne Rae, Jeneanne Rae, LLC

• Christine Miller Kelly, Boston Consulting Group

• Samantha Hale, CGI Federal

• Audrey Vaughn, Medallia

• Joshua Jessar, Analytica

• Chad Thyes, Adonde LLC

• Kathleen Leer, Maximus

Agenda

State of the Federal CX Market

Federal Policies and Guidance Impacting CX

Key Facts: HISPs, Chief Customer Offices

2024 Key Takeaways

Notable Success Stories Messages for Industry

Customer Satisfaction and Trust

68.2% of the general public trusts Public Administration / Government + 2.9% (2023)

22% of Americans say they trust the government in Washington just about always or most of the time + 6% (2023)

For 30 of the 44 federal government services, at least 75% of people said they trusted the relevant agency.

Source: American Customer Satisfaction Index (ACSI®) Federal Government Report

Source: Pew Research Center

Source: Performance.gov CX Data

State of the Federal CX Market

Acquisition of CX products and services

Federal agencies are integrating CX practices into contracts for

modernization, digital transformation, and service

CX products and services may

State of the Federal CX Market

No budget for CX

Review performance.gov / CX Agency

CX Action Plan

Review Agency Strategic Plans

Review Congressional Justifications

Review Agency IT Operating Plans

Who should you meet with?

Chief Customer Officer

Chief Information Officer

Chief Digital Officer

Program Offices

High Impact Service Provider (HISP) Leads

Benefits of Improving Service Delivery

Customer

• Reduces barriers and burden on the public that needs and uses government services.

• Reduces the time lost in navigating inefficient government programs and services that can add costs for individuals and the nation (e.g., time tax).

• Helps people live better lives.

Federal Government

• Improves adoption of and satisfaction with services and systems.

• Increases efficiency and effectiveness of service delivery

• Helps government agencies identify duplicative or conflicting programs, saving money, time and resources.

• Gives employees greater purpose and improves agency reputation.

Business

• Improves the company’s ability to support the agency’s mission delivery

• Increases the quality of products and services delivered to the government

• Increases customers’ trust and loyalty to your company

• Aligns to federal priorities

Government CX Policies and Guidance

• E.O. 14058 Transforming Federal Customer Experience and Service Delivery To Rebuild Trust in Government

• OMB Memorandum M-24-08 Strengthening Digital Accessibility and the Management of Section 508 of the Rehabilitation Act

• E.O. 14110 Safe, Secure, and Trustworthy Development and Use of Artificial Intelligence

• OMB Memorandum M-24-10 Advancing Governance, Innovation, and Risk Management for Agency Use of Artificial Intelligence

• OMB Memorandum M-23-10 The Registration and Use of .gov Domains in the Federal Government

• OMB Memorandum M-23-22 Delivering a Digital-First Public Experience

• OMB Circular A-11 Section 280 Managing Customer Experience and Improving Service Delivery

• President’s Management Agenda, 20202024

Customer Experience (CX)

Key Findings: Chief Customer Offices

Center for Medicare and Medicaid Services

US Dept. of Agriculture

Dept. of Housing and Urban Development

Internal Revenue Service

Bureau of Fiscal Services

Federal Student Aid

Census

General Services Administration

US Patent and Trademark Office

Social Security Administration

US Air Force

Dept. of Homeland Security

Customs and Border Protection

Transportation Security Administration

Dept. of Veteran Affairs

CX is being integrated into many federal agencies for either internal or external customers.

2024 Key Takeaways

CX Maturity CX Maturity

There is an understanding that IT and CX need to work together but “how” is still a hurdle.

There is increased focus on digital experiences which has led to more digital services teams. However, goals within agencies are not always aligned.

Maturity is directly correlated to the priority the agency has placed on service delivery, as seen in DHS.

Employee experience receives increased attention in agencies and needs to be recognized beyond the HR lifecycle---it is about enabling employees with tools to perform their jobs, recognition, and upskilling.

Cybersecurity plays a critical role with increased understanding about the intersection of cyber and CX.

Use of GenAI in service delivery is gaining attention; agencies are proceeding with caution and safe AI mentality.

Technologies used to deliver better services are increasing: omnichannel, Voice of Customer platforms, callback tech, and knowledge management are all enablers of better CX, EX, and DX.

The impact of improving services and CX is measured in different ways depending on agency: trust, burden, satisfaction, efficiency and effectiveness of service, cost reduction/avoidance, CX and EX operational metrics.

8 Talent

Skills are needed in digital design. Agencies are building internal capacity for CX, DX, and humancentered design. Capacity building is needed from industry to support agency teams. Reskilling and upskilling current employees continues to be a focus.

Notable Success Stories

• DHS – Created a CX Directorate with dedicated leadership. Created a policy that requires all DHS components to create a CX organization by January 2024. Created a CX community of practice. Reduced the burden hours the public spends on paperwork and other DHS services by 21.4 M hours, with a goal of reducing by 10M more in 2024. TSA continued to make positive impact in passenger experience, improving confidence that travelers have in TSA officers and travel safety. The modernization efforts by FEMA's Disaster Assistance Improvement Program have resulted in significant benefits for the public including streamlined, guided processes for disaster survivors, reducing time spent navigating assistance options, improving plain language and accessibility focus, simplifying and improving clear communication and removing barriers for a diverse range of users, simplified account set up reducing data entry errors and allowing users to complete applications across multiple sessions, decreasing reliance on contact centers and improving efficiency.

• IRS – Implemented Direct File to make it easier for taxpayers to file taxes online. Continued to reduce their time to answer through customer callbacks. Achieved the capability to digitally respond to all notices, reducing the need for physical mail submissions by over 94% for individual taxpayers. These upgrades streamlined the process of handling and processing mail, allowing the IRS to scan over 1.5 million forms in 2023, including critical tax documents. Redesigned the top 500 most viewed IRS.gov web pages, streamlining content to improve the experience of first-time tax filers. The resulted in reduced internal searches and improved external search rankings, higher user engagement, indicating effective navigation through related tasks.

• SSA – migrated contact centers to the cloud to improve efficiencies in service. Created Security Stat process to increase transparency by measuring and monitoring their critical performance and customer service metrics enterprise-wide.

• VA – Continued to build trust that Veterans have in the VA, with the highest trust score of 80.2%. Continued focus on improving VA employee experience, being ranked #5 in best places to work in the federal government. Continues to apply innovation in health care delivery to improve mental and physical treatment of Veterans, caregivers, families and survivors.

• Cross Agency Shared Services – Login.gov has 50+ partners and is integrated into 450 live applications and services, including 12 cabinet level agencies.

Messages to Industry for the Next Administration

Understand CX and how the government is implementing improvements through digital modernization, service and program optimization, and data integration/modernization efforts.

Understand the agency priorities, budget, and problems they are trying to solve. Be wellversed and prepared to meet with program leaders, CIOs, contracting officers, and key stakeholders.

Bring thought leadership and industry best practices, examples and use cases that align to problems agencies need to solve.

Industry needs to continue understanding how the government is implementing CX.

Messages to Industry for the Next Administration

Support agencies in identifying resources to fund improvement efforts.

Capture the benefits and value of understanding their customers, collecting feedback and designing with people who use services.

Focus on using customer experience strategies to improve service delivery and mission outcomes.

Embed CX best practices in the way you design and deliver products, programs and services to agencies. It is a differentiator.

Industry needs to continue understanding how the government is implementing CX.

baumgart@pscouncil.org

703-819-2927

https://vision.pscouncil.org/

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