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CASE STUDY 03 • PERFORMANCE ENABLEMENT • ACCOUNTABILITY

ACES

Advocate Customer Experience Scorecard

Making performance visible.

Customer Advocates often completed transactions independently with customers in the driveway. ACES created a way to define great performance, measure it consistently, and give employees clear visibility into exactly what they were accountable for.

The most important moments happened without oversight.

Customer Advocates were often alone with the customer during the transaction.

That independence was important to the role, but it also created a visibility problem. Leaders could not be present for every interaction, which made it difficult to know whether each part of the transaction was being executed consistently.

At the same time, employees needed a clear understanding of what strong performance actually looked like.

Build accountability into the transaction.

ACES recorded performance across the transaction and translated those behaviors into a scorecard employees and leaders could use.

01

Record

Capture the key components of the customer transaction.

02

Score

Give each component a measurable performance score.

03

Compare

Show performance against a clear goal or expectation.

Employees shouldn't have to guess what good looks like.

The scorecard made expectations visible before performance became a coaching conversation.

01

Clear Expectations

Employees could see exactly what they were responsible for during the customer transaction.

02

Visible Performance

Individual elements of the transaction became measurable instead of relying solely on observation.

03

Better Accountability

Defined goals gave employees and leaders a common reference point for performance.

Accountability starts with clarity.

If employees know exactly what success looks like, they have a much better opportunity to achieve it.

ACES connected operational expectations, employee performance, and customer experience through one visible framework.

CASE STUDY DETAILS

Want to learn more?

Additional information about the ACES framework, scorecard design, performance measures, and implementation is available upon request.

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