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Unit of competency details

BSBCUE504 - Integrate customer engagement within the organisation (Release 1)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBCCO504A - Integrate customer contact operations in the organisationUpdated to meet Standards for Training Packages Name changed to reflect industry practice 24/Mar/2015
Is superseded by BSBOPS505 - Manage organisational customer service 18/Oct/2020

Releases:
ReleaseRelease date
1 1 (this release) 25/Mar/2015


Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080509 Public Relations  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080509 Public Relations  30/Jul/2015 
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Unit of competency

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to fully integrate customer engagement to ensure customers maintain a high profile and significance within the organisation.

It applies to individuals who possess a sound theoretical knowledge base and use a range of specialised, technical or managerial competencies, and who will work closely with other members of an organisation and have a high degree of autonomy with managerial responsibility.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Stakeholder Relations – Customer Engagement

Elements and Performance Criteria

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Identify and analyse interdependencies

1.1 Identify interdependencies between engagement centre and other departments within the organisation

1.2 Identify the degree of interdependence

1.3 Map the flow of transactions and information between other departments and the engagement centre

2 Analyse value and service chain and identify gaps

2.1 Develop value and service chain model

2.2 Consult regularly with stakeholders

2.3 Collect data to support chain continuity and gap identification

2.4 Identify gaps in value and service chain

3 Prepare plan to close value and service chain gaps

3.1 Identify service chain gaps within control of customer engagement operations

3.2 Communicate other gaps to stakeholders and relevant parties

3.3 Identify activities and resources needed to close gaps

3.4 Prepare action plan

3.5 Establish review and feedback process

3.6 Develop internal networks to ensure sound communication across organisation

4 Integrate market intelligence capture into operations

4.1 Consult with organisation marketing area or business unit

4.2 Identify and agree on desired market intelligence

4.3 Integrate data collection into engagement guidelines

4.4 Integrate data-capture facilities into database

4.5 Integrate information into existing engagement strategy and operations

5 Report market intelligence to other corporate departments

5.1 Retrieve captured intelligence information

5.2 Prepare market-intelligence reports

5.3 Communicate information to relevant parties in an effective and timely manner

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill 

Performance 

Criteria 

Description 

Reading

1.1, 1.2, 2.4, 3.1, 3.3 5.1

  • Interprets and analyses textual information in a variety of forms to obtain and apply requirements

Writing

1.3, 2.1, 2.3, 3.4, 3.6 4.1, 4.3, 4.5, 5.2, 5.3

  • Develops diagrams and detailed value and service chain model and related plans, which incorporate evaluation of information, requirements, and recommendations
  • Uses structure, format and language appropriate to audience

Oral Communication

2.2, 3.2, 4.1, 5.3

  • Articulates instructions and requirements clearly, and uses listening and questioning strategies to elicit ideas and opinions and confirm understanding

Numeracy

2.1, 2.3

  • Extracts and analyses data and numerical information embedded in relevant documents

Interact with others

2.2, 3.2, 3.6, 4.1, 4.2 5.3

  • Collaborates with others to achieve joint outcomes, playing an active role in establishment of networks, facilitating effective discussion and agreement
  • Establishes and uses appropriate conventions and protocols when delivering reports to stakeholders

Get the work done

1.1, 1.2, 2.1, 2.3, 2.4

3.6. 4.3-4.5 5.3

  • Sequences and schedules complex activities, monitors implementation and manages relevant communication
  • Uses analytical processes to develop plans, establishing criteria for decisions about activities, resources and processes required to close service chain gaps
  • Uses systematic, analytical processes to integrate market intelligence into operations, defining relevant information, and making a range of relatively complex technical and operational decisions to achieve required outcomes
  • Uses a range of digital technology and applications to access and filter data, and extract, organise, integrate and share relevant information

Unit Mapping Information

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBCUE504 Integrate customer engagement within the organisation

BSBCCO504A Integrate customer contact operations in the organisation

Updated to meet Standards for Training Packages

Name changed to reflect industry practice

Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

 

Assessment requirements

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

  • analyse and document interdependencies and information flow between departments and the engagement centre
  • analyse data and prepare plans to close gaps in value and service chain
  • negotiate integration of market intelligence capture into operations and prepare a report in compliance with organisational policies and requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • evaluate analytical methods and techniques, such as:
  • strengths, weaknesses, opportunities and threats (SWOT)
  • balanced scorecard
  • return on investment (ROI)
  • economic value added
  • explain compliance policies and requirements applicable to organisation
  • explain corporate aims and objectives
  • outline market intelligence and data-gathering principles
  • outline information technology infrastructure, functionality and reporting capability
  • explain organisational communication methods, including reporting lines and key personnel required to effect change.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the stakeholder relations – customer engagement field of work. This includes access to:

  • workplace information and data
  • stakeholder feedback or stakeholders
  • meeting documentation and minutes
  • market intelligence reports
  • value and service chain model analysis.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10