Case Studies

In-Restaurant Mystery Shops Validate Piloted Training Initiative

Posted by TrendSource on December 05, 2018

Background and Client Objectives  

A national fast-casual restaurant needed to evaluate and validate the success of its customer service and experience initiatives, looking to tangibly link piloted service standards to improved customer experience before rolling out the standards to their 800+ franchised locations.  

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Topics: Mystery Shopping, Food Service, Market Research

Year-Round Mystery Shopping Program Ensures Public Transportation Service Standards Are Met

Posted by TrendSource on November 19, 2018

Background and Client Objectives

A public transportation provider was looking to implement performance monitoring systems to ensure passengers found their services accessible, and their employees dependable and friendly. They operated fixed-route busses, paratransit vans, and transportation centers, all with passenger-facing employees—they wanted to ensure the information and services these employees provided—whether as drivers, as station attendants, or phone operators/dispatchers— was timely, accurate, and reliable.

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Topics: Mystery Shopping, Transportation

During AEP, CMS Event Audits Rapidly Report Compliance Issues

Posted by TrendSource on September 11, 2018

Background and Client Objectives

A Medicare Supplement provider needed to ensure it remained compliant with Center for Medicare/Medicaid Services (CMS) regulations during the Annual Election Period (AEP). They were particularly concerned about in-person meetings between prospective customers and their agents, namely 1:1 appointments, informal events, and formal events, all of which connected licensed providers to potential customers.

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Topics: CMS Compliance, CMS, Mystery Shopping, Compliance

Medicare Supplement Provider Ensures Year-Round CMS Compliance with Mystery Call Program

Posted by TrendSource on August 31, 2018

Background & Client Objectives

A national insurance company selling Medicare Supplements was concerned about remaining compliant with Centers for Medicare and Medicaid Services (CMS) guidelines and regulations year-round. Having already established a robust Annual Election Period (AEP) compliance program, they were looking to expand their compliance mystery shops, particularly in their call centers.

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Topics: CMS, CMS Compliance, Mystery Shopping, Health Care Compliance

Competitor Analysis Research and Mystery Shops Help Grocer Build Omnichannel Service

Posted by TrendSource on March 27, 2018

Background and Client Objectives

A national grocer came to TrendSource looking to evaluate the competitive success of a recently developed omnichannel sales platform, in which customers placed orders online and picked them up in store. This being a relatively new service in the industry, the client lacked an understanding of how to appropriately measure its success relative to the competition, as well as a clear idea of who—region by region—the competition actually was. Thus, they came to TrendSource not only looking to evaluate their recently developed program, but also to determine how best to benchmark and evaluate it.

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Topics: Competitive Intelligence, Mystery Shopping, Omnichannel, Market Research

Online and Offline Mystery Shops Perfect Search Engine Algorithm

Posted by TrendSource on May 09, 2017

Background and Client Objectives

A top global search engine created a fintech service that used proprietary algorithms to pair would-be borrowers with lenders advertising on their platform.

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Topics: Mystery Shopping, Technology, Finance, Fintech

Improving the Patient Experience in Outpatient Surgery

Posted by TrendSource on January 26, 2017

Background and Client Objectives

An outpatient surgical center approached TrendSource to identify service gaps that were leading to uneven scheduling and a less than desirable patient scheduling experience

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Topics: Health Care, Healthcare Solutions, Mystery Shopping

Bridging Manufacturer and Retail Partner Interests Through Shopper Research

Posted by Admin on June 26, 2015

PHASE 1

Client Objectives

An electronics manufacturer with a long history as a TrendSource client was facing new challenges regarding customer expectations of their in-store experience within an unassisted retail sales environment. Specifically, the client was interested in a deeper dive to better understand the retail customer.

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Topics: Manufacturing, Retail, Mystery Shopping, Shopalong

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