top of page

ADRC Call Center Analysis

COA-logo-1-300x254.png

Timeline: May 2025 - August 2025

Role: Senior UX Research Fellow & Project Facilitator

 

A partnership with the Council on Aging of Southwestern Ohio to analyze over 500 Aging and Disabilities Resource Center (ADRC) call transcripts, using manual methods to identify unmet client needs and operational opportunities. The project resulted in a strategic roadmap highlighting service gaps, potential partnerships, and new service concepts to better support older adults across Southwest Ohio. 

Project Summary

"How might we identify unmet needs of potential clients to inform COA strategic priorities by analyzing ADRC phone calls?"

Uncovering Insights from 50,000+ Annual Calls to Strengthening  Services

Analyzing ADRC call data to identify unmet needs, operational opportunities, and strategic priorities

The Council on Aging (COA) of Southwestern Ohio, through its Aging and Disabilities Resource Center (ADRC), receives 3,000 – 4,000 calls per month, amassing over 50,000 recordings annually. These recordings contain a wealth of data about client needs, services, operational challenges, and community differences, yet much of this information remains untapped. The primary goal of this project was to conduct a qualitative analysis of over 500 transcripts to identify unmet needs, operational opportunities, and strategic directions to enhance service delivery, operational efficiency, and community partnerships.

Screenshot 2025-11-20 at 2.44_edited.jpg

Multi-Layered Qualitative and Quantitative Analysis to Reveal Strategic Opportunities

call_300dp_000000_FILL0_wght400_GRAD0_opsz48.png
Extracting themes and context from 500+ client calls

Conducted a manual review of more than 500 call transcripts, applying thematic coding and clustering using Miro to identify patterns and recurring needs. To deepen the analysis, we held follow-up co-creation sessions with staff to contextualize the findings and validate emerging themes. 

landscape_2_300dp_000000_FILL0_wght400_GRAD0_opsz48.png
Landscape analysis of programs, counties, and community support models

Reviewed existing programs and service data to understand current offerings and performance. We also conducted regional comparisons across counties to examine geographic differences in needs and service utilization. Additionally, we benchmarked similar community-support programs to identify effective models and potential opportunities for improvement.

Leveraging qualitative and quantitative analysis

Performed a thematic clustering of client needs, unmet needs, and operational opportunities on Miro. Visualized the relationships between caller type, county, and call outcomes. Integrated qualitative codes for deeper data storytelling.  

adrc-call-intake-overview-overview.png
Screenshot 2025-10-13 at 2.44.25 PM.png

Critical Challenges Facing Older Adults Navigating Services

fact_check_100dp_A96424_FILL0_wght400_GRAD0_opsz48.png
Eligibility restrictions

Significant service gaps across all counties.

house_100dp_173660_FILL0_wght400_GRAD0_opsz48.png
Housing support needs

Desire for hands-on assistance, including financial help.

acute_100dp_A96424_FILL0_wght400_GRAD0_opsz48.png
Immediate needs unmet

Limited timely solutions for housing, utilities, and transportation

psychology_alt_100dp_173660_FILL0_wght400_GRAD0_opsz48.png
System confusion

Self-callers struggle to navigate healthcare and social services.

Prioritizing Opportunities with Clients

Co-Creation Testing and Refinement with Stakeholders

Developed concepts that prioritized:

  • Enhancing call screening and triage systems

  • Community-specific resource guides

  • Staff training and data access improvements

Final Deliverables

Call Analysis Report

An accessible, data-informed summary of 510 analyzed ADRC calls, visually depicting patterns in client needs and service outcomes to inform strategic priorities and operational improvements.

Formatted and designed by Brianna Dzuriscko

Program Redesign Example: STEPs to Stability

Current Program:

Provides financial relief for utilities and home repairs/ modifications for older adults (838 people served in 2023).

Proposed Redesign:

Expand STEPs to Stability into a multi-tiered model addressing diverse unmet needs (housing, utilities, transportation). Projected reach is 2,000-6,500 individuals annually. 

Formatted by Alex Gao

Outcomes and Impact

The final recommendations positioned COA to:

Update internal systems and training to improve call outcomes.
Develop new community partnerships for unmet needs
Use transcript analysis as a continuous feedback loop for service design.

 

© 2025 by Delaney Burke Powered and secured by Wix 

 

bottom of page