Transcript
Page 1: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

The KCSsm Brief

Knowledge-Centered Support

Consortium for Service Innovation

Greg Oxton

Page 2: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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What is the Consortium?

• An Alliance of Support Organizations– Member funded– Not for profit– Vendor neutral

• Focused on addressing the challenges that face Customer Service– Rising costs– Declining customer satisfaction

• Through– Innovation, R & D– Business strategies– Cross industry perspectives

Page 3: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Board of Directors

• LaVeta Gibbs – Cisco

• Rob Schauble - HP

• Lori Brownell – Microsoft

• Mike Lyons - Novell

• Brad Smith – Openwave

• Mike Runda - Intuit

• Bob Barnes – JPMorganChase

• Greg Oxton – the Consortium

Page 4: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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The Evolution of KCS

• Started in 1992 – with simple premise– Capture, structure, reuse support knowledge

• 12+ years of evolution/investment– Collective thinking, collective experience– Early adopters; 3Com, Microsoft, Compaq, Tandem,

Attachmate, QAD, Nortel– Collective investment on the development of KCS

methodology– $45.7M (estimate, not including technology costs)

– Collective benefit in cost savings - $2B (estimate)

Page 5: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Knowledge-Centered Support Is the Effective

Solutions

CaptureStructure

Reuse

Of Support Knowledge in the problem Solving Process

Page 6: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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What isKnowledge-Centered Support?

• KCS is a methodology (not a technology)• A set of practices and processes that focuses on knowledge as a key asset of the support organization.

• KCS seeks to:– Create JIT content as a by-product of solving problems

– Evolve content based on demand and usage– Develop a KB of our collective experience to-date– Reward learning, collaboration, sharing and improving

Page 7: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS Processes

Knowledge

Capture inThe workflow

Structure For reuse

SearchingIs creating

Just-in-timeSolution Quality

SolveLeadership

PerformanceAssessment

Contentvitality

WorkflowEvolve

Page 8: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS ProcessesThe Solve Loop

• Capture in Workflow

– Customer context

• Structure for Reuse

– Consistent structure, templates, style guide

• Searching is Creating

– Search Early, Search Often

• Just in Time Solution Quality

– Use It, Flag It, Fix It, Add It (UFFA)

Page 9: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Content is King!

• KCS seeks to create content that is good enough to be findable, and usable by a target audience

• We call the collection of information a “solution”

• A solution is more than the answer or fix

– Problem/question

– Environment

– Fix/answer

– Information/meta data

• Solutions have a life cycle,

– they go through different states

Page 10: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS SolutionsA Simple Structure

Incident/call record• Customer called about a

problem installing a NIC. Cannot get the system to recognize the NIC after reboot. Did not order the card from us, it is a 3Com NIC. Reviewed network settings and could not find anything wrong. Customer has meeting and would like a call back tomorrow am.

• Talked to Bob about NIC card problem, he is running Win 98 on a Cpaq-P and he needs the latest driver for Win 98. Bob asked to leave the call open until he downloads driver.

Solution

Problem:• Install network card • Network card not recognized

Environment:• 3Com network card, model 300X• Windows 98• Compaq Presario

Fix: 1. Download latest driver for Network

Card 300X from 3Comwww.3com.com/drvrs/NIC

2. Follow the installation instruction on the 3Com site.

Page 11: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS is a Risk Management System

• Can we create a knowledgebase…

• That capitalizes on our collective experience and interactions…

• And minimizes the risk, knowing knowledge is:

– Not 100% accurate

– Not complete

– Not static, constantly changing

– And, validated through use

Page 12: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS Processes

Knowledge

Capture inThe workflow

Structure For reuse

SearchingIs creating

Just-in-timeSolution Quality

SolveLeadership

PerformanceAssessment

Contentvitality

WorkflowEvolve

Page 13: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS ProcessesThe Evolve Loop

Knowledge

Leadership

PerformanceAssessment

Contentvitality

WorkflowEvolve

Workflow

• Incident management integrated with knowledge management

• Real-time solution creation

• Functions at the speed of conversation

Page 14: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS ProcessesThe Evolve Loop

Knowledge

Leadership

PerformanceAssessment

Contentvitality

WorkflowEvolve

Content Vitality

• Well-defined content structure

• Well-defined workflow

– WIP, Draft, Approved, Published

• Solution Quality Index

• Review through use

Page 15: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS ProcessesThe Evolve Loop

Knowledge

Leadership

PerformanceAssessment

Contentvitality

WorkflowEvolve

Performance Assessment

• Proficiency-Based Licensing Model

– KCS I, KCS II, KCS III

• Value-based Assessment

– Knowledge Re-use

• Roles

– KCS Coaches, Knowledge Domain Administrator, Management

Page 16: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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KCS ProcessesThe Evolve Loop

Knowledge

Leadership

PerformanceAssessment

Contentvitality

WorkflowEvolve

Leadership

• Vision

• Strategic Direction

• Business Alignment

Page 17: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Quality Management in Inherent in the Processes

1. Content standard– Clear and usable

– With examples

2. Proficiency-based licensing model

3. Solution quality sampling– Based on content standard

– Feedback to users

4. Broad-based performance assessment

5. Just-in-time performance assessment– Culture change: collective ownership

– Use it, flag it, or fix it

Page 18: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Individual Radar Chart“A Value Footprint”

0.00

0.50

1.00

1.50

Avg Cases Handled

Avg TTR

Participation Rate

Citations

Solution quality

Customer Sat

Hector

Team/Goal

Page 19: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Individual Radar Chart“A Value Footprint”

0.00

0.50

1.00

1.50

Avg Cases Handled

Avg TTR

Participation Rate

Citations

Solution quality

Customer Sat

Kim

Team/Goal

Page 20: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

KCS is not something we do in addition to solving problems…

KCS becomes the way we solve problems…

Page 21: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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You Know you are “Doing KCS” When . . .

• % of problems handled as known doubles • Overall time to resolve drops by 30-50% (until

known issues are available on the web)• New people become productive in 25% of the

time it used to take• Support agents have confidence in handling a

broader set of issues• Support analysts morale is at an all time high

– Turn over rate is at an all time low– Analysts don’t tolerate their peers messing up the KB

• We can give development substantiated and actionable recommendations for improvements based on the customer experience

Page 22: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Keys to Successful Adoption

Strategic framework

Content vitality – findable, usable solutions

Identify KCS Roles and Responsibilities (licensing metaphor), Coaching

Workflow/process map

Technology – functionality and integration

Performance assessment

Leadership

Communications plan

Adoption roadmap

Page 23: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

The Consortium for Service Innovation

www.serviceinnovation.orgGreg Oxton

[email protected]

+1.650.596.0772

Page 24: The KCS sm Brief Knowledge-Centered Support Consortium for Service Innovation Greg Oxton

Consortium for Service Innovation www.serviceinnovation.org

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Right to use with Attribution

• SCOPE. THIS LICENSE GOVERNS THE USE OF THE CONSORTIUM FOR SERVICE INNOVATION’S (“CSI”) WORK TITLED “KCS PRACTICES GUIDE V4.0” (THE “METHODOLOGY”). THE METHODOLOGY IS PROTECTED BY COPYRIGHT AND OTHER APPLICABLE LAW. ANY USE, REPRODUCTION, DISTRIBUTION OR MODIFICATION OF THE METHODOLOGY OTHER THAN AS AUTHORIZED UNDER THIS LICENSE IS PROHIBITED. BY MAKING ANY USE OF THE METHODOLOGY OR EXERCISING ANY RIGHTS HEREUNDER, YOU ACCEPT AND AGREE TO BE BOUND BY THE TERMS AND CONDITIONS OF THIS LICENSE.

• LICENSE. SUBJECT TO THE TERMS AND CONDITIONS OF THIS LICENSE, CSI GRANTS YOU A LIMITED, NON-EXCLUSIVE LICENSE TO REPRODUCE THE METHODOLOGY AND DISTRIBUTE COPIES OF THE METHODOLOGY ON ITS OWN OR AS COMBINED WITH OTHER MATERIALS OR INFORMATION. YOU MUST NOT CHARGE FEES FOR COPIES OF THE METHODOLOGY, EXCEPT THAT YOU MAY CHARGE FOR THE REASONABLE COST OF REPRODUCTION IN THE APPLICABLE MEDIUM. YOU MAY REPRODUCE AND DISTRIBUTE THE METHODOLOGY AS SET FORTH ABOVE IN WHOLE OR IN EXCERPTED FORM, PROVIDED THAT NO EXCERPT MAY BE LESS THAN AN ENTIRE TECHNIQUE AND THAT EACH TECHNIQUE INCLUDED IN AN EXCERPT IS REPRODUCED IN ITS ENTIRETY. YOU MAY NOT MAKE ANY CHANGES TO THE METHODOLOGY. ALL RIGHTS NOT EXPRESSLY GRANTED BY CSI ARE HEREBY RESERVED TO CSI.

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