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Help Desk, Customer Service, Cloud & Security Insights, with a Side of Altruism!

First Contact Resolution & Knowledge Articles Report

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This report allows you to determine if, as you add knowledge base records, there is an increase in the First Contact Resolution. There should be a strong link, if you knowledge articles are valuable.

 

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Cloud Customer Service Knowledge Base Search String Report

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This report will also show you the search strings that were used in searches so you can make sure that your database of knowledge articles is meeting the need of searches.

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IT Help Desk Knowledge Article Statistics Report

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This report will help you understand the flow of knowledge articles and who is the most productive in your organization.

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Cloud Customer Service Knowledge Base Usage Report

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This is specifically for each knowledge article. There is also a report to tell you when articles were created, last modified and last used.

 

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IT Help Desk Knowledge Article Rating & Values

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This report will tell you which knowledge article categories are most helpful and highly rated. This will help you monitor and keep the knowledge base relevant to user/customer needs.

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Customer Service Knowledgebase Article Value Report

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This report is the holy grail to obtain the appropriate KPIs/metrics for an incentive program to reward people for submitting high quality knowledge on an ongoing basis. It is easy to run and very objective.

When an article is used, the problem solving score is incremented by 1. This happens when the article is copied to a resolution in a ticket or emailed to a customer.

Articles are rated by agents as they are using the articles and by customers as they are using the self help portal.

Problem Solving Score- Knowledge Base Record

When a knowledge base record is used, a "Problem Solving Score" is incremented. The search engine utilizes these ratings to prioritize subsequent knowledge base search results. Reports use the "Problem Solving Score" to indicate which knowledge base records have the highest value and which may need improvement.

User Rating Score-Knowledge Base Record

An Agent can rate knowledge base records each time they are used. The search engine utilizes these user ratings to improve subsequent knowledge base search results. Reports use knowledge base record ratings to indicate which records have the highest value and which may need improvement.  

A knowledge base system should learn and get "smarter" over time.

 

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Customer Service Cloud Knowledgebase Article by Creator Report

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In ten seconds or less, can you determine which Agents are generating knowledge records and at a very granular level can you determine if this knowledge is solving problems?

Does your firm provide valuable incentives to reward Agents for building and maintaining a high quality knowledge base?

In ten seconds or less, can you determine what categories of knowledge customers need?

In ten seconds or less, can you determine the quality of knowledge by user ratings and how often knowledge records were used to solve problems?

In ten seconds or less, can you determine if an increase in knowledge records is causing an associated increase in First Contact Resolution?

Knowledge Base Records by Creator

This report helps you to understand which knowledge creators are creating high value knowledge. This report displays all the status of knowledge records by each user. It also displays the numbers and percents of all the different status of knowledge base records at a given time. The report tracks:

The number of knowledge base records each user has proposed.

The number knowledge base records each user has had rejected.

The number of knowledge base records approved. For knowledge base records approved, the report will display the problem solving score and the user rating, if you drill down.

Download the webinar slides:  Metrics For IT Help Desk & Customer Service Organizations

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IT Help Desk Root Cause Analysis Report

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General process for performing and documenting an RCA-based Corrective Action

Notice that RCA (in steps 3, 4 and 5) forms the most critical part of successful corrective action, because it directs the corrective action at the true root cause of the problem. The root cause is secondary to the goal of prevention, but without knowing the root cause, we cannot determine what an effective corrective action for the defined problem will be.

  1. Define the problem or describe the event factually. Include the qualitative and quantitative attributes (properties) of the harmful outcomes. This usually includes specifying the natures, the magnitudes, the locations, and the timings.
  2. Gather data and evidence, classifying that along a timeline of events to the final failure or crisis. For every behavior, condition, action, and inaction specify in the "timeline" what should have been when it differs from the actual.
  3. Ask "why" and identify the causes associated with each step in the sequence towards the defined problem or event. "Why" is taken to mean "What were the factors that directly resulted in the effect?"
  4. Classify causes into causal factors that relate to an event in the sequence, and root causes, that if eliminated can be agreed to have interrupted that step of the sequence chain.
  5. If there are multiple root causes, which is often the case, reveal those clearly for later optimum selection. Identify all other harmful factors that have equal or better claim to be called "root causes."
  6. Identify corrective action(s) that will with certainty prevent recurrence of each harmful effect, including outcomes and factors. Check that each corrective action would, if pre-implemented before the event, have reduced or prevented specific harmful effects.
  7. Identify solutions that, when effective, prevent recurrence with reasonable certainty with consensus agreement of the group, are within your control, meet your goals and objectives and do not cause or introduce other new, unforeseen problems.
  8. Implement the recommended root cause correction(s).
  9. Ensure effectiveness by observing the implemented recommendation solutions.
  10. Other methodologies for problem solving and problem avoidance may be useful.
  11. Identify and address the other instances of each harmful outcome and harmful factor.

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Customer Service Root Cause Analysis Report

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Evaluating root cause analysis

Root Cause Analysis Reports, like other 'deliverables' can vary in quality. Each stakeholder can have their own qualitative and quantitative acceptance criteria. There are some general possibilities for evaluating root cause analysis outputs.

First: Is it readable? If it is readable it will be grammatically correct, the sentences will make sense, it will be free of internal inconsistencies, terms will be defined, it will contain appropriate graphics, and the like.

Second: Does it contain a complete set of all of the causal relationships? If it did contain a "complete set of all of the causal relationships" one could (at least): 1. Trace the causal relationships from the harmful outcomes to the deepest conditions, behaviors, actions, and inactions. 2. Show that the important attributes of the harmful outcomes were completely explained by the deepest conditions, behaviors, actions, and inactions.

 

Download the webinar slides:  Metrics For IT Help Desk & Customer Service Organizations

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IT Service Desk Root Cause Analysis Report

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Root cause analysis is so important because it will help you lower call volume. Lower call volume will dramatically increase customer satisfaction and lower your costs. This is a report for a IT help Desk.

When you have defined Root Cause codes and applied these to each closed service request, then the Root Cause customer service report can show you what is causing your customers to contact the Customer Service. When used as part of a cost containment/case reduction strategy, this customer service report will show you what problem to address first. After the systemic process corrections have been made, this customer service report will show how effective your corrective actions have been.

Customer Service Best Practice: Perform Root Cause Analysis everyday and determine with religious zeal why problems occur.

IMPORTANT QUESTIONS

In one second and with one click, can every Agent select a mandatory Root Cause field from a list of highly relevant Root Cause categories before a Service request is closed?

In ten seconds or less, can every Agent enter a required problem resolution before a service request is closed?

In ten seconds or less, can you determine which Agents are not consistently documenting service requests with meaningful problem resolutions?

In ten seconds or less, can you perform Root Cause Analysis at the end of each day? In ten seconds or less, can you send this Root Cause Analysis to three other people?

Can you identify at least three actions that you can take tomorrow to help reduce call volume? Bonus points if you can find nine actions to help reduce call volume the next day and delegate three actions to two other people who will take ownership.

In thirty seconds or less, can every Agent tell you the difference between a Root Cause and the associated problem description, problem category and problem resolution?

 

General principles of root cause analysis

  1. The primary aim of RCA is to identify the factors that resulted in the nature, the magnitude, the location, and the timing of the harmful outcomes (consequences) of one or more past events in order to identify what behaviors, actions, inactions, or conditions need to be changed to prevent recurrence of similar harmful outcomes and to identify the lessons to be learned to promote the achievement of better consequences. ("Success" is defined as the near-certain prevention of recurrence.)
  2. To be effective, RCA must be performed systematically, usually as part of an investigation, with conclusions and root causes identified backed up by documented evidence. Usually a team effort is required.
  3. There may be more than one root cause for an event or a problem, the difficult part is demonstrating the persistence and sustaining the effort required to develop them.
  4. The purpose of identifying all solutions to a problem is to prevent recurrence at lowest cost in the simplest way. If there are alternatives that are equally effective, then the simplest or lowest cost approach is preferred.
  5. Root causes identified depend on the way in which the problem or event is defined. Effective problem statements and event descriptions (as failures, for example) are helpful, or even required.
  6. To be effective, the analysis should establish a sequence of events or timeline to understand the relationships between contributory (causal) factors, root cause(s) and the defined problem or event to prevent in the future.
  7. Root cause analysis can help to transform a reactive culture (that reacts to problems) into a forward-looking culture that solves problems before they occur or escalate. More importantly, it reduces the frequency of problems occurring over time within the environment where the RCA process is used.
  8. RCA is a threat to many cultures and environments. Threats to cultures often meet with resistance. There may be other forms of management support required to achieve RCA effectiveness and success.

Download the webinar slides:  Metrics For IT Help Desk & Customer Service Organizations

Click for IT Help Desk Reports, KPIs & Metrics examples

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