Total Contact Ownership TCO matters to your customers – it should matter to you! By Peter McGarahan President, McGarahan & Associates Delivers Single Point of Contact enables Total Contact Ownership Lev el 2 Specialist Dev elopment Team Team AA Customer A Fax Customer B Team TeamBB Critical Voice R esponse Team TeamCC email , Internet Customer C Mission Telephone SWAT Tea m SPOC SPOC Help HelpDesk Desk Generalists Generalists Building a culture of ownership and accountability can be achieved by implementing methodologies that support the TCO concept. A culture that promotes exceptional customer care, instills ownership in its Help Desk professionals, and promotes process compliance, will contribute to the achievement of the ultimate goal ï€ satisfied customers. Team TeamDD Self-Service Lev el 2 Specialist LAN Mgmt. Lev el 2 Specialist NW Mgmt. • • • • • • • • • Level Level33 Specialist Specialist Resources Resources Lev el 2 App Specialists 75% 75%to to80% 80%Resolution Resolution Customer service that meets or exceeds customers' expectations. A customer-oriented environment that encourages customers to contact the Help Desk for assistance. A positive, ongoing relationship with knowledgeable people committed to exceptional customer care. Cost effective resolutions of customer issues. Increased First Contact Resolution, since the professional who logs the customer's issue knows he or she is ultimately accountable for resolving the issue. Continuous Help Desk professional and customer training through documentation of each resolution. A more accurate and thorough account of each issue. Immediate, ‘live’ interaction during the resolution process. Consistency in Help Desk processes and procedures. Improved relationships between the Help Desk and other support resources. Easier and more objective goal setting and measurement of an individual professional's performance. Page 1 of 4 ©2005 Copyright McGarahan & Associates. All rights reserved. Level Level33 Specialist Specialist Resources Resources Lev el 2 Specialist MF Expert Practicing Total Contact Ownership will deliver numerous benefits including: • • Level Level33 Specialist Specialist Resources Resources • Increased job satisfaction when professionals know they can take the credit for a satisfied customer. The impact of ownership and accountability is tremendous. The simple fact that the quality of work improves once a person is given the responsibility and is held accountable for completing a task is reason enough to implement TCO. But a primary reason for implementing TCO is to ensure customer satisfaction and the ability to deliver on promised service levels. All customers want to know that someone understands the business impact of their issues, empathizes with their situations and will stick with them until the issue is resolved. They don't want their problem to fall through the cracks, and customers are frustrated by the run-around. In addition to service levels being met, an effective TCO process facilitates performance feedback to the manager and identifies development opportunities for the professional. In addition, the Help Desk professional feels a sense of pride and ownership resulting from a job well done. This pride helps boost the morale of the Help Desk team and acts as a motivator for professionals. Implementing TCO positively affects the overall operation of the Help Desk. Ownership of an issue from entry through resolution promotes consistency in processes and procedures. It results in a more thorough account of each issue, and all information is captured in one central place, which can then be used by other professionals and support groups. "You Answer It; You Own It" To realize the benefits from TCO, Help Desk professionals must first understand the best practices for implementation. The basis of the methodologies of TCO can be compared to the concept of “You break it; you buy it”. By responding to the call or request, you own the problem, hence, ”You answer it; you own it” applies. The professional is responsible, according to TCO methodology, for obtaining information from the customer in an organized and professional manner and for continuing to pursue the answer or resolution until the customer is satisfied. The process must be clearly defined to demonstrate that information is flowing to and from the customer through one source until customer satisfaction is achieved. If the issue is escalated to a support resource outside the Help Desk or transferred to another professional at the Help Desk, the definition must include this process as well. The process of Total Contact Ownership is based on the following principles: • • • Best-in-class support – giving excellent value to the customer and providing exceptional customer care. Consistent and effective interaction with customers in a respectful and positive manner. Notification to the customer about the resolution progress, a top priority within the Total Contact Ownership process. Page 2 of 4 ©2005 Copyright McGarahan & Associates. All rights reserved. • • • Providing outstanding service to the customer throughout the process - the customer enjoys an ongoing relationship with knowledgeable people who are committed to ensuring their satisfaction. Follow up, follow up, follow up - with the customer, as well as with all individuals involved in the resolution process. Agreement with Help Desk escalation and dispatch support resources for call back times and frequency to ensure awareness of the status of the customer’s issue To benefit from TCO methodology, all support groups in the organization must work together for the flow of meaningful information to the customer to occur. Compliance with the methodologies that support TCO on an ongoing basis is essential. Communication is a key element of the TCO process. Below is an illustration that shows the contact flow of TCO. It indicates the customer initiating contact with the Help Desk and the communication that the Help Desk is responsible for throughout the resolution process. The end result is customer satisfaction. Implementing Total Contact Ownership To implement TCO successfully, these methodologies should be integrated with the Help Desk processes: • • • • • • • • Ensuring all support professionals understand the concept of TCO: that the Help Desk professional who receives the initial contact from the customer is responsible for customer satisfaction. Monitoring customer service interaction and giving feedback to the professional regarding compliance to TCO practice. Measuring each professional's performance in resolving and closing the issue Standardizing the opening call greeting, the technical call scripts that support resolution and the collection of appropriate technical information. Measuring the performance of Help Desk escalation resources, such as how timely they respond to the Help Desk. Implementing a consistent tracking process using a problem management tool that allows the Help Desk to report on compliance of the process. Customer progress notification within a predetermined timeframe if the issue is not resolved on the first contact. Responding to customer satisfaction feedback captured in surveys. Successful implementation of the TCO methodology requires agreement from all support resources. Involvement from all resources from the first stages of TCO development is essential. These additional actions are helpful in leveraging the benefits of TCO: 1. Assess the problem management system for the ability to track the necessary information Page 3 of 4 ©2005 Copyright McGarahan & Associates. All rights reserved. 2. Assess the current performance standards and determine how the TCO 3. 4. 5. 6. 7. 8. 9. processes can be incorporated Assess the knowledge base and whether it contains the technical and procedural information to streamline the TCO process Determine, collectively with all support groups, the appropriate response timeframes for escalated issues Document the processes that will be implemented and communicate these to the Help Desk and support resources Change the technology to flow with the processes Communicate service levels and process changes to the customers to set expectations Measure success with the new TCO process and communicate these to the Help Desk, support resources and customers Include rewards for professionals practicing TCO in performance recognition programs Before you start a TCO process it is helpful to benchmark the current perspective of the customer with a customer satisfaction survey. The benefits and necessary adjustments in TCO will be apparent in subsequent surveys. Total Contact Ownership is the core of the Help Desk support process and fosters an environment that is customer focused and business impact driven. The Help Desk will become more effective and efficient in its support of the business, the resolution timeframe will decrease and ultimately customer satisfaction will increase. Pete McGarahan is an accomplished, widely recognized expert in delivering service and support value to a wide variety of clients for more than 20 years. He blends his extensive knowledge of support industry trends and directions, proven best practices, and business alignment strategies to serve as both a thought leader and mentor for the support community. McGarahan & Associates is in the business of helping organizations achieve service and support value. By applying extensive real world experiences, focus and industry best practices, we deliver results focused on strategic alignment, support structure, service level management, standard operating procedures, IT service management, staff utilization and training, tool optimization, marketing to senior management and reporting. Pete can be contacted at pete@mcgarahan.com or 714.694.1158. Page 4 of 4 ©2005 Copyright McGarahan & Associates. All rights reserved.