Voice of Customer Program & NPS Uplift

Role

Lead — Continuous Improvement & Acting Product Manager

Team

CX, Engineering, Data, IT, Compliance, Operations

Tools

MS Forms, Tableau, RPA, Make.com, BPMN, AI sentiment engine

Philosophy

Closed-loop CX improvement powered by Lean, data, automation, and stakeholder co-ownership

01

Context

As the business scaled, customer feedback lacked structure, traceability, and accountability, making CX improvement reactive rather than proactive. Merchant sentiment data existed but was fragmented across multiple systems.

Business Challenge

There was no unified VOC program. Feedback came in scattered channels, and no process existed to convert insights into improvement actions.

Pre-Intervention Metrics & Reality

  • • No centralized survey system
  • • Manual feedback extraction & analysis
  • • Limited visibility into root causes of dissatisfaction
  • • No governance to drive follow-through actions

Customer Journey Coverage Goal

Build active listening across the full lifecycle:

Customer Journey Coverage Matrix

VOC touchpoints mapped across pre-onboarding, active merchants, and churn stages

Touchpoint Coverage

  • Pre-onboarding: Leads, onboarding drop-offs
  • Active merchants: After-call CSAT, NPS, payout survey, requests & complaints, social listening
  • Churn stage: Churn survey
02

Problem

Detailed mapping revealed three critical structural gaps that prevented effective customer experience improvement.

1. Feedback Fragmentation

Data existed across ticketing, calls, social media, and platform interactions — not aggregated. Each channel operated in isolation with no unified view of customer sentiment.

2. Manual Analysis

Insights required manual review; sentiment trends were invisible. Teams spent hours extracting feedback without systematic categorization or trend analysis.

3. Accountability Failure

No governance body existed to ensure improvements were applied. Feedback was collected but rarely converted into actionable change.

"We had feedback everywhere and insights nowhere. No one owned the customer voice."

— CX Leadership Team

03

Ideation

We designed the VOC engine guided by Lean and DMAIC principles, creating a comprehensive system for feedback collection, analysis, and action.

01

Feedback Collection

Multi-touchpoint architecture with segmentation logic to capture feedback across the entire customer lifecycle.

02

Analysis

AI sentiment scoring, category tagging, and Tableau dashboards for real-time insights.

03

Action System

CDC (Customer Delight Committee) governance structure to ensure accountability.

04

Engagement

VOC newsletters, improvement pipeline tracking, and business case development.

05

Technology Future-State

Internal VOC system design including UI/UX, BRD, and full automation capabilities.

VOC System Architecture

End-to-end VOC architecture: Collection → Analysis → Action → Improvement

04

Process

A phased approach ensured systematic implementation while delivering quick wins through MVP strategy.

Phase 1 — Discovery & Design

Phase 2 — MVP Execution

Phase 3 — Institutionalization

"We shifted teams from defensive reaction to continuous improvement mindset."

— Program Leadership Reflection

05

Implementation

Execution balanced technical automation with organizational change management to embed VOC into daily operations.

Technical Implementation

Tableau VOC Dashboard

Real-time VOC dashboard showing NPS trends, sentiment analysis, and category breakdown

Organizational Implementation

Technology Stack

  • Survey Platform: MS Forms (MVP) → Internal VOC Platform (future)
  • Automation: Make.com + RPA for survey distribution
  • AI Analysis: OpenAI sentiment engine
  • Visualization: Tableau dashboards
06

Results

The VOC program delivered measurable business impact across customer satisfaction, revenue retention, and operational efficiency.

+12
NPS Uplift
CX brand improvement
SAR 2.7M
Churn Savings
Revenue protection
30%
Ticket Reduction
YTD efficiency gain
8
CX Programs
Improvement pipeline
SAR 40M
Projected ROI
3-year enterprise impact
10K
Surveys/Month
Automated delivery

Additional Impact

"Geidea shifted from reactive support to proactive, data-driven CX improvement fueled by real-time feedback."

— Strategic Result

07

Internal VOC Platform

Designed an in-house VOC intelligence platform that replaces a third-party enterprise CX suite costing ~$100,000/year, while delivering advanced capabilities not available in the external system.

Internal VOC Platform Mockup

Internal VOC platform interface showing AI-powered sentiment analysis and merchant journey analytics

Advanced Capabilities

Business Value

  • Cost Avoidance: $100k annual license cost eliminated
  • Capabilities: Greater automation, localized CX logic, AI analysis
  • Control & Compliance: Data remains fully internal & regulated
  • Scalability: Multi-touchpoint surveys & real-time journey triggers
  • IP Creation: Builds proprietary CX engine for fintech vertical

"Rather than purchasing a generic CX analytics tool, we architected a fintech-specific VOC intelligence suite that reduces cost and increases capability — turning customer feedback into a strategic asset."

— Strategic Message

Next Project

Digital Transformation Initiative