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The KCSsm Brief Knowledge-Centered Support

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Presentation on theme: "The KCSsm Brief Knowledge-Centered Support"— Presentation transcript:

1 The KCSsm Brief Knowledge-Centered Support
Consortium for Service Innovation Greg Oxton

2 Consortium for Service Innovation www.serviceinnovation.org
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 Consortium for Service Innovation

3 Consortium for Service Innovation www.serviceinnovation.org
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 Consortium for Service Innovation

4 Consortium for Service Innovation www.serviceinnovation.org
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) Consortium for Service Innovation

5 Knowledge-Centered Support Is the Effective
Capture Structure Reuse Solutions Of Support Knowledge in the problem Solving Process Consortium for Service Innovation

6 What is Knowledge-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 Do the “Body Parts” exercise Key learning's from the exercise: Consortium for Service Innovation

7 Consortium for Service Innovation www.serviceinnovation.org
KCS Processes Capture in The workflow Structure For reuse Searching Is creating Just-in-time Solution Quality Solve Leadership Performance Assessment Content vitality Workflow Evolve Knowledge Consortium for Service Innovation

8 KCS Processes The 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) Consortium for Service Innovation

9 Consortium for Service Innovation www.serviceinnovation.org
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 Consortium for Service Innovation

10 KCS Solutions A 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 3Com 2. Follow the installation instruction on the 3Com site. Consortium for Service Innovation

11 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 Consortium for Service Innovation

12 Consortium for Service Innovation www.serviceinnovation.org
KCS Processes Capture in The workflow Structure For reuse Searching Is creating Just-in-time Solution Quality Solve Leadership Performance Assessment Content vitality Workflow Evolve Knowledge Consortium for Service Innovation

13 KCS Processes The Evolve Loop
Workflow Incident management integrated with knowledge management Real-time solution creation Functions at the speed of conversation Leadership Performance Assessment Content vitality Workflow Evolve Knowledge Consortium for Service Innovation

14 KCS Processes The Evolve Loop
Content Vitality Well-defined content structure Well-defined workflow WIP, Draft, Approved, Published Solution Quality Index Review through use Leadership Performance Assessment Content vitality Workflow Evolve Knowledge Consortium for Service Innovation

15 KCS Processes The Evolve Loop
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 Leadership Performance Assessment Content vitality Workflow Evolve Knowledge Consortium for Service Innovation

16 KCS Processes The Evolve Loop
Leadership Vision Strategic Direction Business Alignment Leadership Performance Assessment Content vitality Workflow Evolve Knowledge Consortium for Service Innovation

17 Quality Management in Inherent in the Processes
Content standard Clear and usable With examples Proficiency-based licensing model Solution quality sampling Based on content standard Feedback to users Broad-based performance assessment Just-in-time performance assessment Culture change: collective ownership Use it, flag it, or fix it Consortium for Service Innovation

18 Individual Radar Chart “A Value Footprint”
Consortium for Service Innovation

19 Individual Radar Chart “A Value Footprint”
Consortium for Service Innovation

20 KCS is not something we do in addition to solving problems… KCS becomes the way we solve problems…

21 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 Consortium for Service Innovation

22 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 Consortium for Service Innovation

23 The Consortium for Service Innovation
Greg Oxton

24 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. NOTICES; RESTRICTIONS. EACH COPY OF THE METHODOLOGY THAT YOU MAKE, IN WHATEVER MEDIA OR FORMAT, MUST REPRODUCE WITHOUT CHANGE ALL COPYRIGHT AND OTHER PROPRIETARY NOTICES ON THE METHODOLOGY, INCLUDING THIS LICENSE. YOU MUST ALSO PROVIDE ATTRIBUTION TO CSI BY PROMINENTLY DISPLAYING THE FOLLOWING STATEMENT ON EACH COPY: “KCS WAS DEVELOPED BY THE CONSORTIUM FOR SERVICE INNOVATION, YOU MUST INCLUDE THE FOLLOWING IN THE FOOTER OF EACH GRAPHIC OR SLIDE YOU USE FROM THE METHODOLOGY: “CONSORTIUM FOR SERVICE INNOVATION, YOU MAY NOT OFFER OR IMPOSE ANY TERMS ON THE METHODOLOGY THAT ALTER OR RESTRICT THE TERMS OF THIS LICENSE OR ANY RECIPIENTS’ EXERCISE OF THE RIGHTS GRANTED HEREUNDER. YOU MAY NOT USE THE METHODOLOGY OR EXERCISE ANY RIGHT UNDER THIS LICENSE IN ANY MANNER THAT IS MISLEADING OR INCONSISTENT WITH THE PRINCIPLES AND PRACTICES DESCRIBED IN THE METHODOLOGY. INDEMNIFICATION. YOU SHALL INDEMNIFY, DEFEND AND HOLD HARMLESS CSI FROM AND AGAINST ANY AND ALL LOSSES, LIABILITIES, DAMAGES, COSTS AND EXPENSES (INCLUDING ATTORNEYS’ FEES AND OTHER LEGAL COSTS) INCURRED OR SUFFERED BY CSI IN CONNECTION WITH ANY CLAIMS, ACTIONS OR PROCEEDINGS ARISING OUT OF OR RELATING TO YOUR USE OF THE METHODOLOGY, OTHER THAN ANY CLAIMS ACTIONS OR PROCEEDING TO THE EXTENT ALLEGING THAT CONTENT OF THE METHODOLOGY AS ORIGINALLY MADE AVAILABLE TO YOU BY CSI INFRINGES ANY INTELLECTUAL PROPERTY RIGHTS OF ANY THIRD PARTY. REPRESENTATIONS, WARRANTIES AND DISCLAIMER. THE METHODOLOGY IS MADE AVAILABLE TO USE “AS IS” AND WITHOUT WARRANTY OF ANY KIND. CSI SPECIFICALLY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. CSI DOES NOT WARRANT THAT THE METHODOLOGY WILL MEET YOUR REQUIREMENTS OR IS COMPLETE, ACCURATE OR ERROR-FREE. YOU SHALL NOT MAKE ANY REPRESENTATIONS OR WARRANTIES ON BEHALF ON CSI. LIMITATION ON LIABILITY. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW: IN NO EVENT SHALL CSI BE LIABLE FOR ANY DAMAGES WHATSOEVER, WHETHER DIRECT, INDIRECT, CONSEQUENTIAL, SPECIAL, OR INCIDENTAL DAMAGES, INCLUDING WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, OR OTHER PECUNIARY LOSS, IN ANY WAY ARISING OUT OF OR RELATED TO THE METHODOLOGY OR THIS LICENSE, EVEN IF CSI HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. TERMINATION. THIS LICENSE AND THE RIGHTS GRANTED HEREUNDER WILL TERMINATE AUTOMATICALLY IF YOU BREACH THIS LICENSE IN ANY WAY. SECTIONS 4, 5, 6, 7 AND 8 SHALL SURVIVE ANY TERMINATION OF THIS LICENSE. GENERAL. THIS LICENSE SHALL BE GOVERNED BY THE LAWS OF THE STATE OF CALIFORNIA, WITHOUT REGARD TO ITS CONFLICT OF LAWS PRINCIPLES. YOU AGREE THAT SAN FRANCISCO COUNTY, IN THE STATE OF CALIFORNIA, SHALL BE THE EXCLUSIVE AND PROPER FORUM FOR ANY ACTION OR PROCEEDING BROUGHT UNDER THIS AGREEMENT. YOU ACCEPT THE PERSONAL JURISDICTION OF SUCH COURTS. WAIVER OF A BREACH OF OR RIGHT HEREUNDER WILL NOT CONSTITUTE A WAIVER OF ANY OTHER OR SUBSEQUENT BREACH OR RIGHT. IF ANY PROVISION HEREIN SHALL BE HELD BY A COURT OF COMPETENT JURISDICTION TO BE CONTRARY TO LAW, THAT PROVISION SHALL BE CHANGED AND INTERPRETED SO AS TO BEST ACCOMPLISH THE OBJECTIVES OF THE ORIGINAL PROVISION TO THE FULLEST EXTENT ALLOWED BY LAW, AND THE REMAINING PROVISIONS HEREIN WILL REMAIN IN FULL FORCE AND EFFECT. THIS LICENSE CONSTITUTES THE ENTIRE AGREEMENT, UNDERSTANDING AND REPRESENTATIONS, EXPRESSED OR IMPLIED, OF THE PARTIES WITH RESPECT TO THE SUBJECT MATTERS DESCRIBED HEREIN, AND SUPERSEDES ALL PRIOR WRITTEN AND ORAL COMMUNICATIONS, AGREEMENTS, LETTERS OF INTENT, REPRESENTATIONS, WARRANTIES, STATEMENTS, NEGOTIATIONS, UNDERSTANDINGS AND PROPOSALS, WITH RESPECT TO SUCH SUBJECT MATTERS. THIS LICENSE MAY NOT BE AMENDED OR MODIFIED WITHOUT THE WRITTEN AGREEMENT OF YOU AND CSI. Consortium for Service Innovation


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