The other week my family banished me to the attic with instructions to get rid of all the stuff I had put up there “that might be useful one day.” I soon found myself sitting amidst piles of cardboard boxes reminiscing about school days and my early career in the computer industry. I even found my old beer mat collection from the ’70s!
As memories came flooding back about my first job on a support desk it struck me just how much more sophisticated systems have become. I also found myself pondering how difficult it must be working on a support desk nowadays and also just how important a good support desk is to someone trying to implement and run a system.
A support desk should be one of the main services that a software application supplier provides to its customers. It will normally consist of a team of highly skilled and knowledgeable people offering advice and guidance to users of the application. It should therefore be seen as a huge asset to an end user. And yet in my experience very few end users make any attempt to cultivate a relationship with a support desk and are therefore missing out on a valuable resource which could add huge value to their implementation.
So, I thought it might be useful to make some suggestions on how customers can make their support relationship work. First, I would strongly advise that before a new system goes live a representative from the support desk should visit your site to meet the people using the system and understand the solution.
As a customer, your staff should understand the role of the support desk. It is there to:
Resolve issues when the software isn’t functioning as expected
Provide documentation on using the software
Provide guidance on best practice (e.g. month ends, system administration)
Provide information on where to get additional information such as help files, manuals, tutorials, web forums etc.
Investigate potential bugs in the application, document them and correct any issues caused by them
Provide proactive information to help customers avoid any issues (e.g. tax rate changes, year-end archiving, housekeeping)
Help resolve mission critical incidents
The support desk is not there to:
Run your business systems
Provide free consultancy on how to implement the system
Provide free application training
Provide basic business training. Such as double entry book-keeping and Bill of Material design
Investigate/trouble shoot customer specific business processes
Some other things to bear in mind about a support desk
People on the support desk are there to help you. They have not caused the problem.
Just like you they respond to being treated well.
They cannot see the system and will have limited knowledge of your internal systems – they rely solely on the accuracy of your description of the problem.
Being rude to them is not fair and is unlikely to engender any sympathy or a decent working relationship.
How to get the best from a support call
Contact the support desk as soon as you notice the problem. It is easier to fix a problem early on before it becomes compounded into the rest of the systems
Don’t assume that the person on the end of the phone knows your business, can see the screen, or inherently knows what has happened
Prepare as much information as you can about the problem before you call
Be prepared to describe the business process that has caused the problem
Be honest about what has happened. If you have made a mistake or tried something different then say so
Make note of (e.g. screen print) any error messages – these are critical
When you call be concise, accurate and honest
Obtain a call number for future reference
At the end of the call, document what went wrong and how to fix it in future – most support desks would happily send you the call detail for you to file and reference next time.
How to cultivate your relationship with the support desk
Appoint a single point of contact with the support desk and ensure that all issues are channeled through this person. Over time the individual will learn how to correct errors themselves
Document all your calls and regularly check if the same issue is cropping up
Request a monthly call log from the support desk showing the cleared and open calls
Monitor the support desk performance, its response times and clear up times
Monitor your own call rate. If it is high, this is an indication that there are other issues – either in your understanding or in the system. Either way a plan of action needs to be put in place to reduce the support desk dependency