5 Key Activities for Subject Matter Experts (SMEs) in the BPO Industry

What you will learn

In the BPO industry, Subject Matter Experts (SMEs) play a pivotal role in ensuring process accuracy, supporting frontline staff, and driving continuous improvement. As an SME, your in-depth knowledge and problem-solving abilities are critical to maintaining operational efficiency and enhancing customer satisfaction. Below are five key activities that can help SMEs excel, along with actionable steps and the skills required for success.

1. Stay Updated on Product and Process

As an SME, it’s essential to stay informed about the latest developments in the BPO industry. This ensures you bring the most current and relevant knowledge to the table.

  • What to Do:

    • Be the first one to read new product launch, change in policy, broadcast, newsletters from trusted sources.

    • Attend webinars, workshops, and industry conferences to gain insights into emerging trends and best practices.
    • Network with other SMEs to share knowledge and stay on top of industry shifts.
    • Create short training video or presentation for knowledge sharing and roll out short quizzes to check knowledge
  • Skills Required:

    • Research and analysis
    • Networking
    • Presentation 
    • Google/MS Form, Kahoot

2. Support Frontline Teams

One of the core responsibilities of an SME is to provide guidance and support to frontline staff when they face complex issues or escalations.

  • What to Do:

    • Be available for real-time assistance to agents by helping them troubleshoot problems or handle escalated customer issues.
    • Provide ongoing training and coaching based on frequent challenges or gaps identified in agent performance.
    • Create knowledge-sharing sessions where agents can learn best practices and new approaches for handling difficult situations.
  • Skills Required:

    • Problem-solving
    • Communication and coaching
    • Customer service expertise

3. Document and Standardize Processes

SMEs are responsible for ensuring that processes are well-documented and standardized. This makes it easier for teams to follow best practices consistently.

  • What to Do:

    • Regularly update process documentation to ensure it aligns with current practices and organizational goals.
    • Work with the Quality Assurance (QA) and Operations teams to ensure that processes are clear and easy to follow.
    • Use tools like Microsoft Word, Google Docs, or process management software to maintain and distribute up-to-date documentation.
  • Skills Required:

    • Technical writing
    • Process optimization
    • Collaboration with cross-functional teams

4. Drive Process Improvements

SMEs are in a unique position to identify areas where processes can be enhanced to improve efficiency or quality.

  • What to Do:

    • Analyze KPIs and other performance metrics to identify bottlenecks or areas for improvement.
    • Collaborate with managers and quality teams to implement new strategies or tools that streamline operations.
    • Promote a culture of continuous improvement by encouraging feedback from frontline staff and involving them in process optimization.
  • Skills Required:

    • Analytical thinking
    • Process improvement methodologies (e.g., Lean, Six Sigma)
    • Change management

5. Provide Insights for Decision-Making

SMEs often act as a bridge between frontline teams and management. Your insights can drive data-driven decisions that improve overall performance.

  • What to Do:

    • Present detailed reports and analyses to stakeholders, highlighting key issues and areas for growth.
    • Use data visualization tools like Excel and Power BI to present complex data in a clear and actionable way.
    • Offer recommendations that align with business objectives, such as improving customer experience or reducing operational costs.
  • Skills Required:

    • Data analysis
    • Presentation and communication
    • Strategic thinking

Conclusion

By focusing on these five key activities—staying updated on industry trends, supporting frontline teams, documenting processes, driving improvements, and providing actionable insights—SMEs can significantly contribute to the success of a BPO operation. Developing these skills will not only enhance your effectiveness as an SME but also ensure that your team is empowered to deliver exceptional results.

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