A group of students and adults sit around a large table smiling and talking as they flip through a booklet and browse on their laptops

Council on Aging of Southwestern Ohio

Transcript Analysis

How we turned call center conversations into a roadmap for future services.

Each year, the Council on Aging of Southwestern Ohio receives over 50K calls a year to its Aging & Disability Resource Center (ADRC), a call-center where caregivers and older adults can call in for support services and resources. These conversations hold critical insight into unmet needs, service gaps, and system breakdowns, but much of that knowledge remained locked inside audio recordings which the organization was not to able parse themselves.

Tapping conversations to define strategic investment

COA needed a structured understanding older adults' unmet needs to strategically develop new services and partnerships.

By applying qualitative and quantitative analysis to a sample of 500 calls, we uncovered systemic patterns—such as geographic disparities and operational friction—that were previously hidden within individual conversations.

The project delivered a strategic roadmap and concepts for new service models, transforming raw operational data into a clear, actionable plan that allows COA to invest in future programs with confidence.

Expertise

  • Qualitative analysis
  • Quantitative analysis
  • Thematic coding and synthesis
  • Service and systems design
Bar graphs showing the correlation between certain metrics such as income and education and physical health.
“The calls already tell us what people need, we just have to listen differently.”

COA ADRC Specialist

The challenge

Making sense of complexity at scale.

While each ADRC call reflects a unique situation, patterns across hundreds of conversations reveal systemic community needs. COA needed a structured way to identify recurring themes, geographic disparities, and service gaps, without losing the human context behind each call.

Series of bar charts showing the type of callers, Ohio county location of callers, subcategories of callers, and the predicted success of call as a percent of caller type. The top caller type was 'Self' at 42.35% and the majority of calls came from Hamilton county. Of the self-made calls, 45.83% were predicted to be successful.
The approach

From themes to service concepts.

Insights informed the development of new service concepts, such as follow-up communications and tailored outreach programs. Co-creation workshops with staff and service partners helped refine ideas and evaluate feasibility, impact, and resource requirements. Promising concepts were translated into service models, operational workflows, and partnership frameworks.

Brochure mockup of the Council on Ageing call analyis report. An open spread highlights that 39.9% of callers have unmet needs and features paragraphs of text describing those gaps. A closed version of the brochure slightly overlaps the other, featuring an image in the top third and white text on top of a blue background on the bottom two thirds.
The Making

Clarity drives confidence.

COA now has a clearer understanding of where current services succeed and where they fall short. By grounding strategy in insights gained from real client conversations, the organization has achieved alignment across teams and confidence in prioritizing future investments.

Bar graphs showing how neighborhoods where people rate their own physical health the highest experience fewer barriers to many of the vital conditions for good health than those who rate their physical health lowest., focusing on categories such as education, housing cost, lack of internet access, and receipt of SNAP benefits.

The IMPACT

A roadmap for action.

Final deliverables included:

  • A strategic roadmap highlighting unmet needs and next steps
  • County-level insights to support Board and leadership decisions
  • Concepts for 3-5 new services or partnerships
  • Operational efficiency recommendations

The findings from this project serve as a foundational reference for pilot programs and continued stakeholder engagement. Ongoing testing, iteration, and monitoring will ensure services remain responsive to evolving community needs, and that the voices of older adults continue to guide COA’s services.