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Tech support: the advantages of chat

Post #1

02-09-2005, 08:45 AM
dmf
Site Member (inactive)

We are a software manufacturer that delivers products via our self-run/owned ASP. Our customers are small to medium size medical offices.

We recently put in a private chat-server so the front desk could communicate with the doctor without knocking on the exam room door (doctor has wireless portable at all times).

The chat is also used for tech support since we monitor servers all day.

What this has done:

  1. fewer phone calls
  2. even fewer emails
  3. more support questions
  4. average support question resolved faster
  5. 1a) If they have to call, I just lost time, had to say hello, how are the kids.
    1b) I tie up a phone line, like to keep them open for sales calls.
    2a) If they email, no telling how fast response will be - does not solve time critical issues, ie: what is this error msg that is on my screen?
    3a) Support is now much easier to contact - so lessor issue questions are asked, when a user went months thinking to themselves they would ask the next time they called for something else. Now they ask.
    4a) the average problem is resolved VERY quickly, usually we see the chat, shadow a user session, look, review, resolve ... do what we are trained to do without having to hear user go on and on about an issue we know how to resolve in 20 seconds


I love our self-run chat server, users love the communications with their own staff and directly with support department, worth every penny!!!

I now use that as a sales tool - shows how on the ball we are with support, directly on-line.
Dan Frieling

__________________
Daniel M. Frieling, President
e-MedRecords, Inc.
dmf@compukid.com
(973) 726-4444 opt 5


Post #2

02-09-2005, 03:43 PM
Dave45000
Newsletter/Forums Member

would say that if I had to answer the phone, I have a chance to increase this customer's loyalty to the product and company. It's part of the enactment chain. It's part of retention marketing, and it really bonds the customer to the product, particularly if you have an expertiese development opportunity. It's not really about solving a problem. It's about having a relationship.

If I have to use email, I do not ask. I have never had a satisfying resolution via email. It doesn't matter is your company is great and gets right on it. Other companies have taught me not to bother.

If I have to use technical support, something is very wrong. If I don't get an immediate answer addressed to me specifically at my competence level, then there's a good chance that the call is a waste of time. If the email arrives tomorrow, I will have already deinstalled your software and called a competitor, market power or not.

I hate self support. My issue is never covered and it takes all day to find a phone number if that is even possible.

Software companies are supposed to provide working functionality and whatever it takes to get it working. All these means of allocating costs to the customer may not show up in hard accounting numbers, but CIOs have long felt that IT wasn't delivering, and these costs allocations are why. When the costs don't show up in the hard numbers, they are still felt and they are pure waste from the customer's perspective.

Over focus on cost is killing the software industry.

David Locke


Post #3

02-09-2005, 04:25 PM
Charles Mills
Principal Moderator

You know, Danny, I had the same thought but I didn't say it. That person on the other end of the phone line is not "lost time," s/he's a customer. Ask 'em how the kids are. Then ask them how they're using your product, etc., etc.

__________________
Charles
CharlesMillsConsulting.com
StrategicDueDiligence.com


Post #4

02-09-2005, 06:39 PM
DaveBrown
Moderator

Let me chime in on the side of Mr. Frieling. A lot of companies are struggling with trying to figure this out. He seems to have found a formual that works for him. The fact that his customers are 'carrying a wireless portable' and we're talking chat, not email...sounds like a good combination. The fact that customers are communicating more frequently seems to indicate that they like the service. It may not work for everyone...but that's why this is difficult. There is no cookie-cutter solution that works for everyone! The true test would be a thorough customer satisfaction survey and loyalty measurement...but it seems to me that he's on the right track. When I first read his post, my thought was "I'd like to do a case study" to understand the full picture. You may have a model that would work for others.

__________________
Dave Brown
President
Support Center University
303-494-4932
dave.brown@SupportCenterU.com

 

Post #5

02-10-2005, 01:12 PM
dmf
Site Member (inactive)

Chat is a good method, from the sales angle as well

Good responses to my post about our use of the chat system. The chat system is the 'quick/easy' way to get support without the need to pick up a phone. I still ask how the family is, I still tell customers new beers they should try.

Imagine you are a doctor, you are in the middle of doing an exam, and you can't remember how to do something you don't do very often ... you aren't about to say to your patient that you will be right back, you have to figure out how to use your computer. No, you hop on the chat, without the patient knowing and ask support a question in real time.

The chat does not replace the phone, it augments it. We still get phone calls, just WAY WAY WAY fewer, and that makes us happy.

If we want to promote our new product, or just call to see how things are going, we either make phone calls, we know all of our customers quite well; we can post to our chat forum about new features that are being released; we can direct messages to specific groups of people, like the owners of each practice whose software/data we host. And think about this, instead of 10 phone calls repeating the same thing; I have one nice chat with a doctor, between patients, list all this new cool stuff we're working on, then copy/paste it to the next doctor and chat with him/her. I don't have to keep repeating myself, except for answering questions.

The customers LOVE the chat system, they say it makes support so much closer, so much easier, the answer are in writing that they can then forward to another user or print it out; they even know how to go back in their history to find a post with directions on how to do something they again forgot how to do.

Customers feel greater loyalty with this system, they see us online just waiting to hear from them all day long.

I'm sure the support we provide is much different than what others need to; many systems with an error is just an annoyance, if a doctor can't get to a patient's medical record right when they need to, that can be quite a problem.

Regards,

Danny

__________________
Daniel M. Frieling, President
e-MedRecords, Inc.
dmf@compukid.com
(973) 726-4444 opt 5


Post #6

02-10-2005, 02:33 PM
Dave45000
Newsletter/Forums Member

So how do you serialize chat. Or, how do I get an answer quicker on chat than on the phone? Does everyone just dive in with several conversations going at once? How does this work?
And, what is the cost differential between phone and chat?

David Locke


Post #7

02-10-2005, 03:00 PM
dmf
Site Member (inactive)

Chat server

I host my own web servers so it was very easy to put up the chat server. The cost was not that much for the software; and I have the ability to host my own chats for support. I also host chat for other companies, and all users can only see the ones in their group/company.

So the delivery side is very cheap.

Right now as our company grows, we only need one person monitoring chat at a time. If a new msg comes in while working on another one, it is quickly glanced, and a decision is made, is it critical or can it wait. Depending upon what it says, it may be given priority, it may be put into REMIND ME mode to remind me of this in 2 hrs, or I may write back saying I'm on another chat, be back in touch shortly.

One real nice thing, I can be on the phone with one and solve a totally unrelated problem via chat, so as long as you have tech people that can multitask, the ability to do so is there.

I never did a true cost analysis difference, I just hate the phone ringing, and since we put this in, support phone calls are down probably 70%, and total support requests are up; but most of those are literally one minute answers to things.

__________________
Daniel M. Frieling, President
e-MedRecords, Inc.
dmf@compukid.com
(973) 726-4444 opt 5


Post #8

02-10-2005, 03:32 PM
Charles Mills
Principal Moderator

Despite my little reminder that those people are not lost time, they're customers, this does sound very cool, Danny. Thanks for sharing. I liked your posts so much I made them into their own thread -- hope I haven't confused anyone.

I'm surprised the take-up rate is so good -- doctors are supposed to be notorious for being conservative and anti-keyboard -- but I suppose your product tends to self-select the more technical and progressive doctors.

As you point out, more choices for support can't be bad. Different strokes and all that. Dave doesn't like e-mail-based support; I love it (assuming they answer the e-mail).

I wonder if the chat would work as well if you had 1000 licensees. (I know, you're looking forward to that problem.) If there were five hired support hands and twelve messages came in within two minutes of each other, how well might they do. (Not a question that is answerable at this time.)

I also wonder how well it would work for a product whose users were not professionals who placed a high value on their time. Would you have one or two customers who just wanted to chat all the time, like teenagers with cell phones and texting.

__________________
Charles
CharlesMillsConsulting.com
StrategicDueDiligence.com
Last edited by Charles Mills : 02-10-2005 at 03:39 PM.

Post #9

02-10-2005, 03:57 PM
DaveBrown
Moderator

Just to clarify that Charles is saying David "Locke" does not like email, not Dave Brown ! I love it.

__________________
Dave Brown
President
Support Center University
303-494-4932
dave.brown@SupportCenterU.com


Post #10

02-10-2005, 04:09 PM
Dave45000
Newsletter/Forums Member

Dave, I've just never gotten good support via email.

My problem with technical support is that I usually know more than the tech rep. This is an 80/20 issue. The tech rep can't know every feature or every detail. With phone support, I know I've had days where just another voice will calm me down enough that I can think through the problem. Chat and email certainly can't achieve those kinds of results.

I can't imagine a two hour delay on a chat response. What am I supposed to do for two hours while I'm waiting around. Do you know what its like to have to wait until the west coast crowd gets to work when you are over on the east coast. Its a very long wait. It's very agrevating.

I love email. It is my favorite communications platform. I don't chat. I'm not a short message guy. And, phone is like another planet. Yeah, what did I do before email, not much. Only my cell phone has me calling people more often. And, the cell phone saves you on router maintenance. I don't have a hard line anymore.

David Locke


Post #11

02-11-2005, 08:53 AM
TomSweeny
Moderator

I was skeptical about chat a few years back, but our research shows that chat is beginning to take off. (I have used it a few times for support myself). Chat based support accounts for a small percent of total support cases today, but we have found an increasing number of support organizations offering it and widespread customer acceptance (a surprise).

The other interesting observation about chat is that it offers comparable service levels to the phone (response time, abandon rate, session time, etc.), where web and e-mail support generally provide terrible response times and closure rates.

I think it is great when a company explores new ways to support customers, but too many companies of late have tried to push customers away from the phone to save money. Certainly there are situations where e-mail and web support (posting cases to a secure support web site) provides a good alternative to the phone. The key to success of e-mail, chat or other delivery channels is to provide reasonable service levels.

Philosophically speaking... we need to remember that support is about helping customers get the most from the products they purchase. Support is (or should be) about creating and sustaining relationships. The way we deliver support should enhance our ability to accomplish this mission. My two cents.

__________________
Tom Sweeny
ServiceXRG
Helping companies achieve service excellence
tsweeny@servicexrg.com

Post #12

02-11-2005, 09:55 AM
dmf
Site Member (inactive)

From a tech guy, who uses chat, email and phone

In response to what to do when 5 techies get 15 messages; what do you do when 5 techs have 5 phone lines going and everyone else is getting a busy signal. There is no busy signal on a chat ... and sometimes, while working on another problem, I can chat back 'do this', or 'I'll call you in 5 minutes', or if it isn't time critical 'I'll let you know later on today'.

I can cycle WAY many more support issues in a much smaller time frame, can handle more than one at a time, no one is on hold, no one has a busy signal. And most of all - customers are told that the chat is a convenience; if they have a critical issue and their chat is not responded to immediately, pick up the phone and call tech support.

Since I use VOIP (Vonage), I always offer to call the customer and not have them call us.

Email is a great support tool for things that are not time critical. The chats can be put away for a few minutes, hours, dealt with in real time, etc., email is good to list out instructions of what to do, to discuss future features, etc., that is not what support is to me.

Customers just love the fact they can type 'Hello' and get a response from tech within seconds, and never picked up the phone. They don't like picking up the phone as much as we don't like having to answer it, even though we don't mind helping, we like that part. Just the more efficiently the better.

Our chat system has several levels of communications: 2-way chat, live, type a line and hit ENTER and it sends, open communication (conversation mode) window like you expect with a true chat. More, we use messaging, like email messages, but they send/arrive instantly by chat program. For instance, I may get a message 'please look at Carol's station, we don't know what that message means'. I don't even respond to the chat, I go right out and shadow Carol's session and see what's up. I will then send a chat back telling what I saw, and what they need to know about it, no conversation. In fact, we rarely use conversation mode, but it works great when we need it.

We also have message forums, like this website, just not as extravagant. Users can post messages to others in their practice, or I can post to a forum that all users on our products can see. So an office manager may post the practices holiday hours, and I may post a new trick that a user showed us, or ask about feature requests, or announce new features we are working on.

The system has another great side - users are in touch with support instantly, from their desktop via the small client app; or it can be accessed with a browser. So a doc working on paperwork from home, without the client software installed (although it is a much better interface and they should just install it), can chat with their office from afar, anytime.

Regards,

Danny

PS: only mildy confused about the new thread, once my Aricept kicked in I was fine.

__________________
Daniel M. Frieling, President
e-MedRecords, Inc.
dmf@compukid.com
(973) 726-4444 opt 5

Post #13

02-11-2005, 10:03 AM
dmf
Site Member (inactive)

[Quote] Originally Posted by TomSweeny

... but we have found an increasing number of support organizations offering it and widespread customer acceptance (a surprise).

Our customers love it, great feedback on it. And yes, it is just another avenue to support, we find it to be the cheapest and most efficient - and a great selling tool when doing an online software demo.

[Quote] Originally Posted by TomSweeny

The other interesting observation about chat is that it offers comparable service levels to the phone (response time, abandon rate, session time, etc.), where web and e-mail support generally provide terrible response times and closure rates.

Philosophically speaking... we need to remember that support is about helping customers get the most from the products they purchase. Support is (or should be) about creating and sustaining relationships. The way we deliver support should enhance our ability to accomplish this mission. My two cents.

Success rate of solving problems is way high!!! Support is my #1 item when it comes to dealing with my own vendors. I buy lessor products because of better support, it's worth it.

The customers see the chat as us removing a big barrier between them and support, click and say 'hello'. Doesn't get much easier. It is a great tool to show everyone how much support means to you, it does help sustain the relationship, you speak to them all the time, at least some of them.

As for the ones who don't have a life and just like to chat - I made it a rule that we never respond with things like 'OK', or 'THANKS'. That is 'chatter', not chat. And we certainly never send 'YOUR WELCOME'. By not responding like that, we teach people to not do it also. When 'chatter' comes in, the best thing we do is answer it the next day.

Please be aware that I use the word 'chat' a lot - but think of that as the 'package', we normally just send messages, 2-way conversational chat is not used in most situations, only where necessary. The nice thing with our system is you can instantly switch back/forth between message-mode and chat-mode.

Regards,

Danny

__________________
Daniel M. Frieling, President
e-MedRecords, Inc.
dmf@compukid.com
(973) 726-4444 opt 5

Post #14

02-15-2005, 11:10 AM
PHanson
Newsletter/Forums Member

Chat for Support

I am curious about this. The original poster mentioned that he was in the software industry. When a "chat" message comes in from a user, and an answer is given to the user, how does this information then become available to other users who may have had the same question? Is there any documentation that is updated? Is there any "reference" sites available so that someone asking a question can (hypothetically) check a reference site, find an answer and be on their way. If you are interested in making your software product more user-friendly, invest in a way for the user to find information: online Help, access to FAQs that are organized in a way that makes sense, manuals, whatever.

The scenario I envision is this:

User is on "Apples Maintenance." Has a question about the "Description" field - how many characters can I enter?"

Sends a chat message to support. Support "finds out" (documentation, experimenting, asking programmer) and sends back "The Description field can have 50 characters."

User goes on their way, enters description. Problem solved.

WRONG!

What you've done is teach the user to not use the resources you already are paying someone to maintain <documentation> and to ask someone.

What I personally think would be better is this:

Send a chat back to the user - "The Description field can have 50 characters" but add "I found this information in the online Help by typing "Apples Maintenance" in the Index. All of the fields are included on that topic."

Then, you've told the user *where* to look (the index) and "how" to look (type what you want).

Paul Hanson

Technical Writer
Iowa

Post #15

02-15-2005, 01:18 PM
gail
Newsletter/Forums Member

Paul,

Our company is in an early developement cycle and we use chat with our Alpha and Beta groups. We have considerable documentation and for the most part its context sensitive in the software. However, there is a touch that chat adds that goes a long way towards personal satisfaction and customer loyalty. Sure, the customer can look up the information, but it helps our development team know what has to be looked up. Many times we find that we didn't put the GUI together in a fashion that was clear to the end user.

Also, in the time it takes a support person (our developers at this point) to return the answer, we are encouraging an environment of cooperation and collaboration. Some of our best new enhancements have come from impromtu sessions with testers using our products.

This strategy was helpful in a startup that I was involved with a couple of years ago as CTO. We were building some fairly complex educational software and with each iteration we were able to add some great enhancements and even full features based on our chat sessions that seemed to have tremendous sales impact because it was what our customers really wanted.

In terms of customer relations you can't ignore the aspect of perception management that you get from direct interaction. If a customer has to read your doc, a task that most hate to do no matter how good it is, they are likely to resent having to do so. When they get a chat session, their frustration can be recognized and dealt with. They can be told its not unusual for this type of question to come up and can be gently encouraged to check out the online tutorials or approriate doc. Nobody like to be told to RTFM. No one!!!

One of the other plusses is that we record the sessions so we can train support and level 2 and 3 developers how to better deal with the questions that come through. We used a popular IT help desk product that allows us to keep statistics and to generate reports. We are able to find some trends that where our products were going that customers didn't seem to want.

Another point to consider is that we keep our costs very low by using chat and with this current project our developers work from their homes, so I get instant feedback on what problems are happening for the nominal cost of VPN services. I keep office and infrastructure costs down, create a person to person feedback model that customers seem to like, and I'm able to preserve the interactions for review later to help us build our product. All in all a win.

On another note, we have found that serialization of the sessions is not all that difficult. Depending on what the issue is as long as we give a "sorry to keep you waiting be with you soon" at regular intervals we have a very low call abondonment rate. I think that this comes from the fact that a user who doesn't have a show stopper problem can surf the web, listen to music, or walk around the house or office without the encumberance of the phone. If they have a critical problem we route that to the head of the line. If they can wait, we send links to FAQ's and product pages that we feel can help. The big plus is that even if we are ready and the customer is not we can do something else without losing the interaction.

I just ran a report on contact times of our chat sessions and find that the average is about 15 minutes. I know that there are some that are much longer due to waits and from experience I know that the customer's question is generally answered within the first 5. Lots of the time is spent with the customer giving us "feedback" or just chatting and building a connection with our company.

Email has NEVER worked for us. Personally I hate email support. In chats I can cut and paste error messages, or even send a screen shot as a file to the support person. In some cases we are able to convince the user to let us install a remote monitor and we can do it via the chat.

One of the nice things about chat is that it scales better than nearly any other medium. One of the things that falls out of support is that if you are having to do a lot of it then you are doing something wrong. Either your product missed the mark for usability, its buggy, or your help and doc stink. As CTO I worked out a deal with the VP of production where support was augmented by QA personnel and developers when the volume of messages reached an agreed upon high water mark. It was simple to do by having the assigned staff connect to the chat server.

Along these same lines if there were particular modules that were having problems, the production staff began helping with level 1 support. Developers and QA will change the way they do things if they have to deal with the fall out of crummy code or the result of poor testing.

As to the cost, at the edu company we purchased a few fast rack mount linux boxes to run our chats on. IT used a 3rd party ISP to host our boxes. They had OC3 lines and provided a great VPN solution for us. That kept costs down, and all we had to do was assign people to connect to listen.

All in all a good solution.

Post #16

02-15-2005, 01:26 PM
dmf
Site Member (inactive)

Our software is very specific to the industry that we support; answers are certainly never going to be "searchable" on the web, so for us, that is a non issue.

As for reading the documentation ... here is our scenario, very different than others ... mom is in the doctor's exam room with a screaming 6 month old and the doc needs to figure out where in the system a particular item should be documented ... they do not have time to leave the room and go look it up, they don't have time to open documentation and they certainly cannot call us from the exam room.

Chat for us solves that in a wonderful way, and the customers are amazed how fast they can get their answer with hardly having to do anything.

For other products, support is a nuisance and telling them "look in the manual" is a viable option. When you are taking $500/month for support, you'd better be ready to answer questions, and answer them quickly.

We know our product inside out and backwards, so it is very rare that a question cannot be answered on the spot, although as we grow we know this isn't necessarily the case; but each person can search their own archives for word phrases and resend previous messages to other users.

The best thing to us with this over a phone call - the end user has the answer in their own archive as well, so they know they don't need to ask a 2nd time, they can find it themselves, and even forward the answer to other users in the same practice.

We have not spent time fully honing this process, all we know is that we love it and the customers love it.

Your points are well taken, for another industry, not ours

Danny

__________________
Daniel M. Frieling, President
e-MedRecords, Inc.
dmf@compukid.com
(973) 726-4444 opt 5

Post #17

02-15-2005, 03:00 PM
gail
Newsletter/Forums Member

Danny,

Remember my comments are based on your input and not being able to see your software.

It sounds like there might be some GUI and training issues involved with your product. If you are having your users (yes , I realize that health professionals are difficult) are having trouble finding things then either the GUI doesn't lead them correctly to the appropriate areas or you aren't using context sensitive help.

Try to see if there is some correlation between help requests and areas of your product or GUI. Sometimes some simple interface changes go a long way towards end users getting the most out of a product.

I've found that when you have the type of call that happens in a critical scenario that its time to look at information flow and have your GUI evaluated by a user focus group. If you don't have a focus group these are invaluable from a marketing and production standpoint and easy to create.

As to your situation being different, I'd gently challenge that statement. Professional level tax software, personal training products (ours), point of sale terminals all have the live customer factor where the user doesn't have the luxury of opening doc or making a call. The customer's perception of the user's competency is at stake. In the case of a professional tax preparer know knowing his or her product while sitting in front of a client can have the disasterous There are other examples as well, so I would assert that your situation is not so unique and some of the solutions aren't as difficult as you might imagine.

Post #18

02-15-2005, 04:43 PM
Dave45000
Newsletter/Forums Member

Paul,

I've been a TW for fourteen years. Back in the late 80s, I attended a conference on hypertext, this before Windows 3.1 was released, before help was anything, but a database application. There was some discussion of aliteracy. Now, that isn't illiteracy. That's a preference for other forms of information transmission. This is why manuals should present the information redundantly as graphics. But, no print manual, or even online document can provide all the info for ALL users.

In the MS Word for DOS 5.0/5.5 manual, there were references that said, to learn more call technical support. So I did. They sent me FAX tips. The underlying techniques turned me into an expert and cemented my loyalty to MS Word, even when it is not the best TW platform, and yes, I moved on. But, back then I used that trick to perform miracles. Thanks that we no longer need that trick.

But, the point here is that information is delivered via an enactment chain. That content originates all over the enterprise, not just tech docs.

I quickly came to see the entire scope of the content requirements, much of it beyond the scope of tech docs. There is an absolute need for a single enterprise-wide content distributional strategy. This keeps training from consuming the entire budget as they are want to do. It also keeps everyone in a positive and contributing orientation, rather than a competitive one.

I will tell you that the STC value adds are flat wrong. They are departmental centric, rather than enterprise centric. There are business models that would have TWs earning their portion of revenues, but nobody I knows pushes those models. In fact certain people within STC are stuck on the project management and doc spec and that is holding back others in STC that want to see a different world.

When technical support asks me if I read the manual, my answer is "Do you want me to tell you what is wrong with your manual." This actually did happen. The manual would say "You can do x." But, it never presented enough depth in the task content to actually achieve this. So what do I do with these people? I deinstall their software. It is there job to help me do what I need to do right now, rather than address any perceived defects in me the customer.

The cost of such calls does not originate in bad UIs, another industry myth, but in bad requirements elicitation.

The real problems that TWs face have to do with the perceptions created by the TCO concept, which was created in '89. As defined, the cost of reading a manual is a negative use cost. It is invisible to the customer's organization. So there is no incentive to change the cost basis of application related content. Even training, which is included is only included in the sense of the vendor charge for training and not the cost of attendaning that training. All content must vanish if software is to be straightforward in terms of the TCO. Training people are taking advantage of the situation and pushing an agenda that will eliminate TWs. Face it the days of software TWs is over. Get another career even as TW employment is returning.

I would say that I have met developers with blame the customer attitudes. My impression is that they need to be kept away from the customer. The customer is not a cost. The customer is not an idiot. The customer is focused on getting their work done, and we are getting in their way. The customer is the source of everything in our industry. Ideas go nowhere without a customer.

Get a better attitude and thrive. Serve the customer even if that means training them to call technical support. No, we are not really training them to do that. They learned that over a lifetime and will not change.

David Locke

Post #19

02-15-2005, 08:36 PM
PHanson
Newsletter/Forums Member

Agree

I agree with a lot of what you say.

My frustration comes when I peruse the call report system and see things like "I looked in help text and I couldn't find it." The user has a legit question that is not documented in the help text because the question had not come up (the customer was trying to use a report to balance against another report that it was not designed to balance against). Instead of then routing that call report to me, so I could fix the documentation, the CSR talked to the programmer, got an answer, and emailed the client to say, "Take the total of columns X, Y, & Z from report 1 against the sum of columns A, B, & C, on report 2."

Instead, the CSR told the client to do that and boom, problem solved. Client goes on their way. That's the type of situation I'm trying to get at. There are all these nuggets of information around, but how do you best get those nuggests to the user in the fastest way possible? I don't have the magic answer.

The other issue that gets brought up is how do TWers get their knowledge? I've been a TWer for a decade and it's quite amazing. I'll be given a tidbit of information that with a lot of work and investigation turns into a document I can only hope our users think is helpful to them.

Case-in-point: the product I am trying to document at work requires our installer's to use a specific menu to set up records for a process. There are 10 menu options on this menu. My question was, why are options 5, 6, and 9 on this menu? The record you create with those options don't interact anywhere with the specific system configuration that the product requires.

So I ask questions. I've talked to the system designer, the programmer, the QA tester, the trainer . . . I pepper our discussions with "It's my understanding that the reason you would set up option 5 is if you're doing "this process" but for the product we're talking about, "that process" isn't allowed. So why is it on the menu? What changed?"

To bring this back to the original thread about using chat to provide Tech Support, I agree that if it fits your users, do it. It may work for your industry. I commend the idea that a problem was presented and an answer was found. That's truly seriously awesome. I could use some of that at my workplace!

Paul

Post #20

02-15-2005, 09:02 PM
dmf
Site Member (inactive)

[Quote] Originally Posted by gail

Danny,

Remember my comments are based on your input and not being able to see your software.

It sounds like there might be some GUI and training issues involved with your product. If you are having your users (yes , I realize that health professionals are difficult) are having trouble finding things then either the GUI doesn't lead them correctly to the appropriate areas or you aren't using context sensitive help.

Try to see if there is some correlation between help requests and areas of your product or GUI. Sometimes some simple interface changes go a long way towards end users getting the most out of a product.

I appreciate the comment ... but the user interface that we have desigened is the exact reason our system is usable. The problem is not that easy to sovle. In primary care medicine there are more variables than I have ever seen in 26 yrs in this field ... often the question is more of a discussion point and not questions about where a specific field is. To give you an idea of the scope ... take a 15 minute well child exam that has 60 questions of 'history', 60 discussion items called anticipatory-guidance (both of these change drastically with every age group, ie: you don't ask a 10 yr old if they are still breast feeding); then we go to what is called Review Of Systems, another 16 categories with about 120 total possible questions, and you haven't even done a physical exam as yet nor considered immunizations. We encounter items every day where there is discussion of the best place to document some of the real oddities. We hear from docs all the time 'we never had one of those before' type comments. Very trick to deal with.

I loved some of the other chat comments about time savings; as pointed out, if I spend 15 minutes on one chat, it is probably 12 minutes of idle time. I can do exactly what was pointed out, tell a user to try something... then I can go onto 10 other things, when they finish doing something, they can chat back the results. No long phone-hold times, no phone calls being returned. Never really thought about this, but we rely on this all day, every day.

Regards,

Danny

__________________
Daniel M. Frieling, President
e-MedRecords, Inc.
dmf@compukid.com
(973) 726-4444 opt 5

Post #21

02-15-2005, 09:09 PM
TomSweeny
Moderator

The demise of doc

I ran a support group a while back that consisted of 7 technical editors. These people were all top notch writers that had come up through the support ranks. Their goals was to sift through call records, tap the brains of the most knowledge support analysts and engineers and develop a comprehensive base of knowledge about each of the products we supported. I tied to get the “documentation” group to cooperate with our efforts and roll some of this great content into their efforts, but it didn’t fit within their processes. The net result was that support went into the business of publishing a more dynamic set of publications – this is widespread across our industry.

Support organizations now have teams of editors, writers and knowledge engineers developing articles, defining taxonomies and producing information about the products they support. Most companies provide on-line access to their doc yet it gets a fraction of traffic support KBs get. Doc and help are going extinct, yet support KBs are not really the right replacement. The time is right for a new approach.

Someone has already mentioned this in this thread, but the time has come for companies to get smart and organize the experts that can capture and present the appropriate information before, during and after product release. Doc groups, support knowledge groups, curriculum developers, etc. all need share the mission and burden of publishing the information customers need to use product productively. There is a huge opportunity that is being missed by companies that can’t think beyond organizational boundaries.

__________________
Tom Sweeny
ServiceXRG
Helping companies achieve service excellence
tsweeny@servicexrg.com

Post #22

02-15-2005, 09:56 PM
Dave45000
Newsletter/Forums Member

We would never update help between releases. That content would have been allocated to technical support until the next release. Technical support has to cover 100% of task performance regardless of it being covered elsewhere. The typical support rep can only help the first 80%. The last 20% are going to be over the reps head. And, those don't typically get escalated.

Chats can be logged and reused later.

David Locke


 
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