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Thursday 18 August 2011

Escalation - CEO calls CEO

When a customer is not getting the attention it demands it will find it ways to get it. He could call the manager of the Support Center if he knows his name (or number). But often your CEO is called directly. Especially large companies operate this way. Your CEO is not waiting for such frustrating calls. He will delegate immediately.

Having a group installed handling Customer Escalations provides the option to quickly redirect Escalating Customers. The Escalation manager is the contact person for the customer. He should organize calls with the customer to inform the customer about progress. When customers are at the top of their escalation daily calls are no exception. When the escalation goes to an end a call on a weekly basis is often enough.

When the escalation has ended the customer need to return to normal Support and Maintenance mode. The customer and the rest of your organization should be informed about it. Internally an escalation list could help you providing this information but a personal call or email will do a much better job.

Escalation - Inform every layer within your organization

Escalations, especially Political Escalations, need to be know in all layers of the organization. When several customers have been escalated by Management the priority between customers need to be defined. This priority has to be used to determine which reported support issue need to be picked up first. The set priorities can be used by all Management layers as well as by all Support Analysts and Maintenance Engineers to keep focus on what is mostly important for the company.

Have a list available, on the intranet for example, that can be reached easily. Make sure the list is always up to date. Provide next to priority an overview of the issues that need to be solved at the customer site. The better the information that is provided, the easier it becomes for the organization to respond quickly to the reported Support Issues of these customers.

On the escalation list the following data is required to handle escalations better:

  • Customer name
  • Escalation date (How old is the escalation?)
  • Escalation manager (Who is the contact person for the customer?)
  • Priority (Top, High, Medium, Low)
  • Situation at customer site (Short Description)
  • Overview of issues to be solved (Headlines only)
  • Executed Actions (Headlines only)
  • Status of Escalation (New, On Hand, Closed)
  • Last updated date

Such a list should be updated at least on a weekly basis. Escalation Managers are responsible for the content.

Escalation Management for coordination

Some customers are very demanding. They sometimes threaten to stop implementing the product or stop paying the Support and Maintenance contract. Although, from your Support and Maintenance Policy, their reported Support Issues should be closed, you could loose these customers.

A large or well-known company using your product is good advertisement to convince other candidates to buy your product. Doing a bit extra keeps the customer happy and will probably spread the news. More income could come out if it. What are you going to do?

A customer not paying his Support and Maintenance contract (sometimes for good reasons) is very bad advertisement. This customer could ruin your reputation. What are you going to do?

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Hurry! Hurry! Hurry! when a business stand still is logged

Customers really depend on their software to earn their living. When they for example can not send out invoices, they have a major problem. When they can not send invoices they will not receive money from their customers. When they do not receive money they can not pay their own bills. Such a situation could end in bankruptcy.

Do not think such a scenario is exaggerated. It is a nightmare for your customer. He will act accordingly. When you do not respond properly he will strike back furiously. You will go down under with him.

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Register spend hours on reported defects

When you want to have more insight in the bug solving process you should register hours spend directly on reported defects

Such hour registration gives you insight the usage of time for:

  • the several products and product lines
  • valid and non valid defects
  • the several maintenance engineers (group, department, country, region)
  • the several priorities (business standstills, major problems and minor problems)

Take over from Development

When Maintenance is not part of Development the transfer of a released product need to be arranged well.

The following need to be arranged and is the responsibility of Development:
  • Knowledge Transfer to Maintenance Engineers on a Technical Level
  • Knowledge Transfer to Support Analysts and Maintenance Engineers on a Functional Level
  • Transfer of the product from a Development Server to a Support and Maintenance Server
  • Activation of an Operational System to start up Support and Maintenance straight away
  • Transfer of the product documentation

When a product transfer is not done properly Support and Maintenance will not be able to provide the correct service levels to the customers. Money is lost. Development is responsible for this loss when one of the above points is not arranged well.

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Are your solutions complete?

When a solution is not complete your customer will return. Again a Support Analyst has to look at it and investigate what is wrong. The Support Analyst has to create a defect explaining short and concise what the problem is. All very unnecessary and costly. Money that could easily have been saved when you paid a bit more attention.

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Tuesday 16 August 2011

Customers only want their own functional changes

A customer only wants you to build his requested functional fchanges and not those of other customers. A functional change, especially an unexpected one, could severely upset the customer system or his systematics.

You have to decide how you will coop with such requests. Keep in mind that there will always be a big grey area. An area under the influences of threats of contracts breaches or lawsuits.

When to consider and when not

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Trace-ability of changes

All changes done in the source need to be marked. Marking makes it possible to trace changes and to collect all parts of a solution and provide it to the customer.

Mark with the solution number 

A solution could cover several sources. When a solution turns out to be a bad fix all adjustments of the solution need to be found. To be able to do that, all changed need to be marked with the solution number.

The solution number makes it possible to discuss the error with the Customer and the Support Analyst. You are sure you are all talking about the same problem and thus about same source(s).

Solutions that turned out to be Bad fixes must get an indication so Customers are aware of it. When a new solution fixes the bad fix, a reference to the new solution must be given on the old solution so customer can download it. All this must be visible for Customers when they look at solutions in their self-service solution database.

Bad code influences Maintenance time required

Sources programmed clear, concise and readable require less maintenance time than those who are complex, large, and non-readable.

You require directives on the way sources are written. This starts all ready in Development. Make sure Development provides proper code that is easy to maintain. Depending on the language used directives should be given. The re-use of functionality (functions, dll's, etc) is one of the most important points next to a readable source.

Consider Pro-active Maintenance

When you receive support issues that turn out to be defects you could decide to only solve it at the customer site. It is cheap for the short term. What happens when the customer upgrades to a newer version or service pack depends on your amount of pro-active maintenance!

When there is no pro-active maintenance in place the customer will run in to the same error again after upgrade. That will definitely harm your customer's level of satisfaction.

Pro-active maintenance is wise when you have several (newer) versions of the product. Know errors will not return and your product will improve.

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Monday 15 August 2011

Drama caused by Correction Programs

Data corruption is one of the many reasons customers log issues. When the amount of involved data is small it is smart to do it by hand. This is a task of the Support Analyst not of the Maintenance Engineer. All changes need to be logged so in case something went wrong the customer could go back to the old situation.

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Product Lifecycle

Each product has a Product Life cycle. You have to inform your customers upfront about the Product Lifecycle of your product. How long will the product be supported by your organization is important to know for customers.

Lifecycle times depend on:

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Measure Maintenance Performance

Performance can only be measured when performance related data is available in the Maintenance System.

Master Data

When you like to measure the performance for Individual Maintenance Engineers, Teams, Departments, etc, you need to have this data as master data available in your Maintenance System. So your organization structure needs to be somewhere in the Maintenance System. Same counts when you would like to measure performance for Support, Customers and Product (versions), service or feature packs, packages, modules, etc, as well.

Performance Data

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Rotate reported defect directly to the right Maintenance Queue

As soon as the reported defect is registered and saved it should go directly to the right Maintenance Queue. This can be reached by using a automatic system that rotates based on the following information:

  • Product / Product Version
  • Service Pack / Feature Pack
  • Package
  • Module The routing criteria should be Supported by the Support Organization and end up in a Maintenance Queue.

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Tuesday 19 July 2011

Several ways to deliver solutions to customers

Depending on your Support and Maintenance policy you will provide certain types of solutions and certain solution types definitely not.

There are several options. You could think of:
  • Individual solutions (for all customers available)
  • Weekly dumps
  • Monthly dumps
  • Collected Solutions
  • Service Packs
  • Individual solution on customer system
  • Feature Packs (More for development)

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Reproduce and solve the error

After you have pulled a reported defect of got one pushed, you start with the analysis of the reported defect. You keep on working on the reported defect until a solution is delivered. Re-work and hand-overs lead to longer waiting time. The less hand-overs and the less re-work the lower the waiting time for a customer.

Ask for help when the problem is not clear after analysis

After analysis (and reading design and development documents) the error should have become clear. When this is not the case you have two options:

  • ask the Support colleague who created the reported defect for help
  • ask you Maintenance colleagues for help

It is up to you who you contact. When you are more experienced you know your Maintenance and Support colleagues better to make a good choice.

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Check the reported defect as soon as it comes in

Your customer wants to receive quickly a good answer. To limit waiting time an incoming reported defect must be checked as soon as possible.

Defect queues

Support provides defects based on their finding. To automate as much as possible these request must end up on defect queues for Maintenance Engineers to find. Routing should be done as automatically as possible to speed up the process as much as possible. Routing could be done based on the organization of Maintenance, often the following can:

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Monday 18 July 2011

Report Hours on Reported Support Issues

When you want to have more insight in the Support process you should register hours spend directly on Reported Support Issues.

Such hour registration gives you insight the usage of time for:

  • the several products and product lines
  • the several support analysts (group, department, country, region)
  • the several support issues priorities (business standstills, major problems and minor problems)

What are your Basic Support goals?

When you set goals for your Support organization your have the opportunity to state how you want to bring people, infrastructure and technology into action.

Ask yourself the following questions when you are defining the basic goals for Support:
  • Which product(s) do you want to support?

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