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CommuniTake Technologies Ltd. Project Scoping
Property of CommuniTake™ | CONFIDENTIAL | 2009-2015
2
CommuniTake Remote Care, Project Scoping
Copyright © 2015, CommuniTake Technologies Ltd., Yokneam, Israel .
All rights reserved.
For a hard-copy book: No part of this publication may be reproduced, stored in a retrieval system, or
transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise
without the prior written permission of the publisher, CommuniTake Technologies Ltd.
For a Web download or e-book: Use of this publication shall be governed by the terms established by
the vendor at the time this publication was acquired.
CommuniTake Technologies Ltd. Project Scoping
Property of CommuniTake™ | CONFIDENTIAL | 2009-2015
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Contents
PRELIMINARIES ______________________________________________________ 5
WHAT IS COMMUNITAKE REMOTE SUPPORT ______________________________________ 5
ABOUT THIS DOCUMENT______________________________________________________ 6
PROJECT FRAMEWORK ________________________________________________ 7
PROJECT DURATION _________________________________________________________ 7
PROJECT TIMELINES _________________________________________________________ 7
PROJECT GOVERNANCE_______________________________________________________ 8
STATUS MEETINGS __________________________________________________________ 8
NDA _____________________________________________________________________ 8
PROJECT AGREEMENT ________________________________________________________ 8
PRELIMINARY INFORMATION __________________________________________________ 9
TECHNICAL REQUIREMENTS ___________________________________________ 10
AGENT WORKSTATION SOFTWARE _____________________________________________ 10
NETWORK PORTS __________________________________________________________ 10
BLACKBERRY DEVICES _______________________________________________________ 11
SMSC INTEGRATION ________________________________________________________ 12
EMAIL GATEWAY INTEGRATION _______________________________________________ 12
LDAP (ACTIVE DIRECTORY) INTEGRATION ________________________________________ 13
APN CONFIGURATION MESSAGES ______________________________________________ 14
HARDWARE_______________________________________________________________ 14
SOFTWARE _______________________________________________________________ 15
INTEGRATION _____________________________________________________________ 16
AGENT DATA_______________________________________________________ 17
AGENTS LOCATION _________________________________________________________ 17
AGENTS NUMBER __________________________________________________________ 17
SKILL LEVEL _______________________________________________________________ 17
AGENTS LOG-IN ID’S AND PROFILE _____________________________________________ 18
DEVICES AND DEVICE PLATFORMS _______________________________________ 19
DEVICE PLATFORMS ________________________________________________________ 19
DEVICE TYPES _____________________________________________________________ 19
ADAPTATION IN GENERAL _____________________________________________ 20
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ADAPTATION - CSR _________________________________________________________ 20
ADAPTATION – DEVICE CLIENT ________________________________________________ 20
ADAPTATION – BILLING ______________________________________________________ 21
ENTERPRISES - GENERAL _____________________________________________________ 21
ADAPTATION - LANGUAGE & TEXTS______________________________________ 21
AGENTS APPLICATION AND DEVICE LANGUAGE SETTINGS ____________________________ 21
DISCLAIMER AND MESSAGES TEXT _____________________________________________ 22
FUNCTIONAL CONFIGURATION _________________________________________ 23
AGENT PRIVILEGES _________________________________________________________ 23
DEVICE PRIVILEGES _________________________________________________________ 24
DEVICE SERVICES PRIVILEGES _________________________________________________ 24
RESTRICTED APPLICATIONS ___________________________________________________ 25
REMOTE WAKE UP _________________________________________________________ 26
RECORDED SESSIONS _______________________________________________________ 26
REMOTE PC SUPPORT _______________________________________________________ 26
SELECT / CHANGE RESOLUTION ISSUE ___________________________________________ 26
RESOLUTION MACROS ______________________________________________________ 27
IPHONE CONFIGURATION ____________________________________________________ 28
CUSTOMER/AGENT FEEDBACK FORM ___________________________________________ 28
ADMINISTRATOR CENTER - GENERAL ___________________________________________ 29
ADMINISTRATOR CENTER - REPORTS____________________________________________ 29
TRAINING _________________________________________________________ 30
TRAINING FORMAT _________________________________________________________ 30
CERTIFICATION ____________________________________________________________ 30
SUCCESS CRITERIA AND MEASUREMENT __________________________________ 31
CURRENT METRICS _________________________________________________________ 31
MEASUREMENT ___________________________________________________________ 32
MACHINES _______________________________________________________________ 33
SYSTEM COMPONENTS ______________________________________________________ 34
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CHAPTER 1
PRELIMINARIES
WHAT IS COMMUNITAKE REMOTE SUPPORT
CommuniTake Remote Care is part of CommuniTake Total Care Platform that gives the user
extraordinary interface to support and train devices' end users. CommuniTake Remote Care includes:
Remote access to a device for tests, diagnostics and scripts activation without remote control
Complete remote control via a fully operational device replica
On-device screen drawing in real time for guiding on "How Do I?" queries
Automated resolution macros for resolving operational problems
Guidance macros for step-by-step guidance on device operations
Extensive device diagnostics
Device data management for managing device fi les and content
Operations to manage device applications
Remote iOS configuration
iOS screen captures sharing
One-click APN setting
Permission solicitation mechanism for device access authorization by device user
Floating replica on top of web sites and application
Textual chat.
Suspended session for user privacy; Automated reconnect after device reset
Messages for each activity performed by the system user
A recorder for each session for complete recordings of all session activities
A customer survey for collecting feedback on service quality
CommuniTake Remote Care is intuitive and easy to manage, allowing system users to perform quickly
and effectively without the need for extensive training. It offers advanced tools set that improves
agents' daily practices and generate operational efficiencies for cost reduction.
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ABOUT THIS DOCUMENT
This document presents step-by-step guidelines for CommuniTake project scoping prior to project
launch. It encompasses the business decisions that need to be taken prior to the project jumpstart
along with the requirements for on-site system installation and other considerations that are
mandatory prior to deploying CommuniTake platform.
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CHAPTER 2
PROJECT FRAMEWORK
PROJECT DURATION
Please specify the planned duration of the project.
PROJECT TIMELINES
The following states the proposed project timelines for the project. This section should be monitored
and updated if necessary.
Phase/Activity Commencement (week)
Project “Go”
Scoping session
Adaptation and Localization
Delivery for Project
Internal testing
Training
Project "go live"
Project end
Report compilation
Review and comments by CommuniTake
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PROJECT GOVERNANCE
In order for the deployment to succeed, it is critical to have management commitment on both sides
and efficient communications between the parties. Please specify the personnel who will form the
governance for the project.
Position Name Contact email/phone
Management sponsor/champion
Project manager
Agent supervisor focal point
IT focal point
Training focal point
STATUS MEETINGS
CommuniTake recommends daily status meetings during the first two weeks of the deployment.
Following this period, set meetings should be scheduled as agreed between both sides to have
ongoing communications about the course of the deployment and ways to alter or improve its results.
NDA
Item Specification Done?
NDA In place? (Yes / No)
PROJECT AGREEMENT
Item Specification Done?
Project agreement In place? (Yes / No)
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PRELIMINARY INFORMATION
The following information is imperative to allow Communi Take proper alignment towards a successful
deployment.
Item Specification Done?
Call volumes (Level 1)
Call volumes (Level 2)
Total support agents
Agents per shift
Agents grouping by subject matter expertise
Support/Knowledge systems in agent environment
Call volumes per device type
AHT – Level 1 calls
AHT – Level 2 calls
Performance derived compensations
Agents’ sales activities
Work flow of shifting issues to level 2
Experts involvement / practices
Agents knowledge level
Agents average time on the job
Cost per support minute
Main support issue 1
Main support issue 2
Main support issue 3
Main support issue 4
Main support issue 5
Main support issue 6
Main support issue 7
Main support issue 8
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CHAPTER 3
TECHNICAL REQUIREMENTS
This section describes the technical requirements for the project. It presents the necessary software
and access rights that must be provided in order to allow agents to access the CommuniTake system .
AGENT WORKSTATION SOFTWARE
Each agent workstation or Citrix server must have the following software installed:
Internet Browser (IE 7, 8, 9, 10; Firefox; Chrome).
The most recent Sun Java JRE with minimum version of 1.6.27.
Item Requirement Done?
Internet Browser Specify which and which version
Recent Sun Java JRE Installed on each agent workstation
Citrix Specify if agents work via Citrix
NETWORK PORTS
The following network ports must be enabled on the agent workstation, firewalls and any other
intervening network elements :
Port 80: http
Port 443: SSL-based TCP
In a remote control session, the CSR client connects to support.communitake.com and one of the
relays. Every user must be able to reach those from any station .
There is a need to reach the following servers and connect to the port as specified.
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Since there is a fail over mechanism, if a relay is not responding, the next relay will be used, therefore
it is advised to be able to connect to all of those relays :
Server IP Port Region Done?
support.communitake.com 46.137.110.154 80/443 World
r1.communitake.com 46.137.110.162 443 (TCP) Europe (default)
r2.communitake.com 50.19.104.23 443 (TCP) USA East
r3.communitake.com 212.199.177.153 443 (TCP) Israel
r4.communitake.com 54.232.122.90 443 (TCP) South America
r5.communitake.com 122.248.248.56 443 (TCP) Singapore
r6.communitake.com 118.194.128.10 443 (TCP) China
R7.communitake.com 54.251.162.183 443 (TCP) India
To test all relays from the customer's computers:
http://support.communitake.com/relaytest/relaytest.html
Pilot note: if a new customer is being added as sub-group of the CommuniTake customer, users must
enter their respective international prefix. If they use "0XXXXXXXX" as the device MSISDN, they will be
directed to the R3l Relay (which is default for all customers under CommuniTake).
BLACKBERRY DEVICES
These devices must "be familiar" with the operator's details and APNs beforehand. The APNs are
defined in the CommuniTake Database for each operator. The APN must be for BlackBerry devices.
Item APN 1 APN 2… Done?
APN name
Username (not mandatory)
Password (not mandatory)
Proxy IP (not mandatory)
Proxy port (not mandatory)
Comments (not mandatory)
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SMSC INTEGRATION
CommuniTake needs to interface its remote care platform to your Short Message service Center
(SMSC) for the purposes of sending links to the client application to customers who will receive
support.
Please provide details of the SMSC and attach relevant documentation.
Item Specification Done?
Type
SMS Usage (Link, Wakeup)
Protocol
IP port
Command line
Link to API documentation
Others
Customer POC for SMSGW
EMAIL GATEWAY INTEGRATION
CommuniTake needs to interface its remote support platform to your email gateway for the purposes
of sending links to the client application to customers who will receive support.
Please provide details of the email gateway and attach relevant documentation.
Item Specification Done?
Type
Protocol
IP port
Link to API documentation
Others
Customer POC for GW
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LDAP (ACTIVE DIRECTORY) INTEGRATION
CommuniTake needs to interface its remote care platform to your LDAP for the purposes of forming
users and specified permission scheme.
Please provide details of the LDAP and attach relevant documentation.
Item Specification Done?
Use LDAP (Yes / No)
IP, port
Username
Password
LDAP groups
Customer POC
3RD PARTY INTEGRATION – OTHER CommuniTake may need to interface its remote care platform to your BSS environment for specific
purposes as defined in the scoping session.
Please provide details of the 3rd
party BSS component and attach relevant documentation.
Item Specification Done?
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APN CONFIGURATION MESSAGES
Item Internet MMS Done?
Name
APN
Username (not mandatory)
Password (not mandatory)
Proxy (not mandatory)
Proxy Port (not mandatory)
MMSC (mandatory for MMS)
URL (not mandatory)
HARDWARE
For an on-premise implementation, the following hardware is required:
Hardware Item Specification Done?
Servers Application Server; Database Server; Connection
Server; Relay Server; Download Server
Application Server: At least 4 logical
cores (preferably 8)
Application Server: At least 1GB of
memory per logical core
DB server: A SCSI configuration in a
redundant RAID configuration or RAID
0+1 for both speed and redundancy
(or any other redundant disk system)
Disk space requirements for session
recording: 4 MB of disk space per CSR
per day. Around 1,500 MB for one CSR
for one year of storage
Connection and Relay Servers number 2 (enterprises – 1 is sufficient)
Application Servers number 2 (enterprises – 1 is sufficient)
DB Servers number 2 (enterprises – 1 is sufficient)
Hardware Load balancer 2 (enterprises – 1 is sufficient)
Hardware load balancer Should
include fail recovery
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Note: in a pilot all the hardware can be on one server.
SOFTWARE
For an on-premise implementation, the following software is required:
Software Item Specification Done?
Application Server OS?
EJB 3.0 application server
(Apache Tomcat)
Application Server data management
MySQL or other
Relay, Connection, Download Servers OS?
Relay, Connection, Download Servers -
Apache Tomcat or other
Relay, Connection, Download Servers –
data management MySQL or other
DB Servers: SQL server -Oracle DB or
Microsoft SQL or MySQL
DB Servers: Error recovery disk RAID
configuration
DB Servers: backup
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INTEGRATION
For an on-premise implementation, the following integration might be required:
(For each item, it is required to indicate the attributes l ist and integration method)
Integration Item Specification Done?
IMSI – providing the IMSI
l inked to the MSISDN
CRM system a "launch in
context”
CRM system database Required integration with the CRM DB
Device phone number:
adding the device’s phone
number to the HTTP headers
LDAP – predefined access
rights to authenticate the
CSRs
Required LDAP integration:
Operations Auditing and
Monitoring Systems -
implementing an SNMP-client
Required SNMP attributes:
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CHAPTER 4
AGENT DATA
AGENTS LOCATION
Please specify the locations of the participating agents.
Item Specification
Agent location Specify addresses and contact person details
AGENTS NUMBER
Please provide the number of agents who will participate in the project.
Item Specification Done?
Agents How many agents will participate in the project?
Control Group How many agents will participate in a control group?
SKILL LEVEL
Please specify the skil l level of the participating agents (Level 1/Level 2/Technical specialist)
Item Specification Done?
Level 1 Specify number of agents
Level 2 Specify number of agents
Technical Specialists Specify number of agents
Supervisor Specify number of agents
Trainers Specify number
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AGENTS LOG-IN ID’S AND PROFILE
Please provide the log-in ids’ of the participating agents and their support profile (if relevant).
Agent Name Windows logon id Password Level (agent /
supervisor)
Please note that CommuniTake will aim to retrieve the log-in id from the agent’s desktop and
automatically validate against the CommuniTake database and enable “single sign on” to the
CommuniTake system.
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CHAPTER 5
DEVICES AND DEVICE PLATFORMS
DEVICE PLATFORMS
Please specify the device operating system platforms to be part of the deployment.
Item Specification Done?
Android Participating? (Yes / No)
iPhone Participating? (Yes / No)
Blackberry Participating? (Yes / No)
Symbian Participating? (Yes / No)
Windows Mobile Participating? (Yes / No)
Windows PC Participating? (Yes / No)
OSX Participating? (Yes / No)
DEVICE TYPES
Please specify the devices that will be supported in the deployment.
Item Specification Done?
Android Participating devices:
iPhone Participating devices:
Blackberry Participating devices:
Symbian Participating devices:
Windows Mobile Participating devices:
Windows PC Participating devices:
OSX Participating devices:
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CHAPTER 6
ADAPTATION IN GENERAL
ADAPTATION - CSR
The following look and feel adaptations might be desired (please refer to CommuniTake’s Branding
specification documents):
Item Specification Done?
CSR UI colors Required colors / look & feel:
CSR UI images Required images / logo:
Other
ADAPTATION – DEVICE CLIENT
The following adaptations of the Device client might be desired (please refer to CommuniTake’s
Branding specification documents ):
Item – on-device diagnostics app Specification Done?
Application name
Icon PNG for Android, iOS and BlackBerry. SVG for
Symbian.
Logo + background image
Item – remote control app Specification Done?
Application name
Icon PNG for Android, iOS and BlackBerry. SVG for
Symbian
Logo + background image
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ADAPTATION – BILLING
The following adaptations of the bil l ing might be desired:
Item Specification Done?
Data charges Data in remote support sessions is free of charge
ENTERPRISES - GENERAL
For an enterprise implementation, the following verifications are required:
Item Specification Done?
Data plan across devices
BES policy definition allowing
access to CommuniTake
client
Valid Certificate HTTPS and SSL require the server to have a certificate
published from a well know CA (such as VeriSign,
GeoTrust, etc)
The certificate must support SSL and HTTPS
Certificate must be delivered in JSK format including the
password
Other
ADAPTATION - LANGUAGE & TEXTS
Please specify relevant languages and texts for the project by the following criteria:
AGENTS APPLICATION AND DEVICE LANGUAGE SETTINGS
Item Specification Done?
Agent application Specify required language:
Device messages Specify required language:
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DISCLAIMER AND MESSAGES TEXT
Please specify the text of the “terms of use” that the handset holder will see and must approve before
creating a connection. Please refer to other messages that the device holder might encounter.
Item Specification Done?
Default disclaimer
for first time launch
of the on-device
diagnostics
applications
By running this application, you herby give your consent to run
on-device tests, diagnostics and applications reviews.
These insights will serve you in achieving better mobile user
experience and may be sent to a central database or a support
system for allowing improved care practices.
Default disclaimer to
approve an agent’s
access to the device
info in the Remote
Support portal:
You herby give your consent to support representatives to view
device tests results; view diagnostics; view on-device applications
attributes; and to operate resolution actions on your device from
afar.
Default disclaimer to
send one time data
to Remote Support
portal and approve
an agent’s access to
this data
You herby give your consent to a one-time delivery of on-device
tests, diagnostics and on-device applications reviews to be viewed
by support representatives for care practices. Support
representatives may operate resolution actions on your device
from afar. The data sent to the support system will be deleted
within 24 hours and it will not be used beyond the support
session.
Default disclaimer
for complete remote
control
“I hereby agree that my phone will be taken over remotely. I
hereby renounce any claim and will not hold CommuniTake liable
for damages to the device and/or its content. I am aware of the
ability to disconnect at any time. Proprietary CommuniTake
technology – no unauthorized use is permitted. Al l rights reserved
by CommuniTake”.
Disconnection
message
Project specific
disclaimer
Specify language and text if different from default
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CHAPTER 7
FUNCTIONAL CONFIGURATION
AGENT PRIVILEGES
Please specify the access privileges to application functions by agent profile. For each function, specify
“Enable”, “Disable” or “Ask” (meaning that the handset holder is asked for approval before the action
can take place). Note, CommuniTake recommends use of the default settings for project in order to
gain view of the true need and possible use of each function by all agents.
Item Default Level 1 Level 2 Specialist Super.
Device View Enable
Device Control (keypad, touch screen) Enable
Device File System View Enable
Device File System (copy, delete, etc.) Ask
Device Diagnostics Enable
Device Draw Enable
View Installed Applications Enable
View Running processes Enable
Start Application Enable
Kil l Application Enable
Run Scripts Enable
Floating replica Enable
Suspended session Enable
Automatic reconnect after a reset Enable
Screen capture Enable
Log session Enable
Record session Enable
Replay recorded session Enable
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DEVICE PRIVILEGES
Please specify the access privileges to device functions by agent profile. For each function, specify
“Enable”, “Disable” or “Ask” (meaning that the handset holder is asked for approval before the action
can take place). Note, CommuniTake recommends use of the default settings for project in order to
gain view of the true need and possible use of each function by all agents.
Item Default Level 1 Level 2 Specialist Super.
Diagnostics View Enable
Calls View Enable
Fi le System View Enable
Fi le System Edit Ask
Scripts Run Enable
Customer Apps View Enable
Apps View Enable
App Install Enable
App Run Enable
DEVICE SERVICES PRIVILEGES
Please specify the access privileges to device services by agent profile. For each function, specify
“Enable”, “Disable” or “Ask” (meaning that the handset holder is asked for approval before the action
can take place). Note, CommuniTake recommends use of the default settings for project in order to
gain view of the true need and possible use of each function by all agents.
Item Default Level 1 Level 2 Specialist Super.
SMS Enable
Camera Enable
Contacts Enable
Calendar Enable
Gallery Enable
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RESTRICTED APPLICATIONS
Please specify the applications for which agents has restricted access
App name App ID OS ID Default Level 1 Level 2 Specialist Super.
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REMOTE WAKE UP
For pre-installed or repeat sessions in which the device client is already installed, it is possible to
launch the client on behalf of the customer (the customer must stil l approve the disclaimer in order to
complete the connection).
Item Specification Done?
Remote Wake up Enable? (Yes / No)
RECORDED SESSIONS
All sessions can be recorded and replayed in order to troubleshoot, learn agent behavior and track
agent actions in case of complaints. Replays can be limited to privileged users or administrators only
or given to a wider community. CommuniTake recommends enabling this functionality.
Item Specification Done?
Recorded Sessions Enable? (Yes / No)
REMOTE PC SUPPORT
Item Specification Done?
Remote PC support Enable? (Yes / No)
SELECT / CHANGE RESOLUTION ISSUE
A form can appear at the beginning of each session in which the agent must indicate what type of
issue will be handled. Once chosen, the agent is given access to the application to handle the issue
and a timer starts on the top left corner of the application. This timer provides input to the agent as
to whether he is meeting a configurable benchmark of handling time or not (the timer begins with
green color, turns yellow and then red to indicate progression of the time). Once the agent finishes
handling the issue, he can select “Change issue” and restart the timer. This information is stored in
CommuniTake database for use by Call Center management.
Alternatively, this function can be disabled and the agent can be sent directly to the support interface
without choosing an issue.
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Item Specification Done?
Select / Change Resolution Issue Enable? (Yes / No)
RESOLUTION MACROS
CommuniTake will provide a basic group of solution shortcuts for use by support agents .
The solution shortcuts can be time saving factors in dealing with support issues or fast means of
downloading and configuring new applications on the customer’s handset.
CommuniTake can change the list of the troubleshooting shortcuts according to the most common
problems faced by your agents. In addition, CommuniTake would consider development of a small
number of such shortcuts for your specific products .
Please provide input as to the most common problems and any specific products or services that your
agents handle for which you would like to have solution shortcuts.
Common issues Specification Done?
Products/services Specification Done?
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IPHONE CONFIGURATION
Item Specification Done?
General Enable? (Yes / No)
Wi-Fi Enable? (Yes / No)
Email Enable? (Yes / No)
Exchange ActiveSync Enable? (Yes / No)
Advanced (APN) Enable? (Yes / No)
CUSTOMER/AGENT FEEDBACK FORM
At the end of a support session, it is possible to provide a configurable form for the agent to complete
with his/her and the customers input about the session. The questions on this form are totally
configurable and can include radio buttons, drop down lists and free text fields. The input in this form
is stored in the CommuniTake database and is available to Call Center management for analysis of the
support experience.
CommuniTake recommends enabling this form and the creation of 4 -6 questions that most suit this
specific project.
Questions can be comprised of grades (1-5); Free text; Selection from list of answers; Mandatory
reply, if needed.
Item Specification Done?
Feedback form Enable? (Yes / No)
Mandatory reply Enable? (Yes / No)
Ranking answers Enable? (Yes / No); number of ranks:
Question 1
Question 2
Question 3
Question 4
Question 5
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ADMINISTRATOR CENTER - GENERAL
For an on-premise implementation, the following features access might be required:
Item Specification Done?
Manage users Enable? (Yes / No)
Manage groups Enable? (Yes / No)
Manage privileges Enable? (Yes / No)
Manage scripts Enable? (Yes / No)
View reports Enable? (Yes / No)
View dashboard Enable? (Yes / No)
ADMINISTRATOR CENTER - REPORTS
The system can present the following reports:
Report Description
CSR Statistics Show overview statistics for support agents.
Session Statistics Show overview statistics for support sessions.
Other required reports / statistics:
Report Description
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CHAPTER 8 TRAINING
TRAINING FORMAT
Please provide information about the planned training format.
Item Specification Done?
Number of training sessions
Agents per session
Length of session CommuniTake recommends at least 2-3 hours for
learning and practice
Facil ities for session CommuniTake strongly recommends agents work
in pairs with one acting as support agent and the
second acting as customer.
Format of session CommuniTake recommends PowerPoint based
instruction with emphasis on practice on actual
devices. Agents should act both as support agent
and as customer during training
Training lead CommuniTake or your agents?
Floor walking support CommuniTake recommends to provide close
support to agents at beginning and possibly during
middle of project
Screens view one pager CommuniTake recommends to provide one pager
with screens i l lustration of the device holder
connection process
CERTIFICATION
CommuniTake places great importance in training and practice of agents in presenting, initiating and
conducting support sessions in order to enable them to be effective as quickly as possible. For this
reason, CommuniTake requires certification of each agent. This certification is done by the agent
attending an approved training session and for the Training organization/Agent Supervisor to fi l l in a
certification document for each agent .
This document is attached here. The items in the document can be adapted to meet the specifics of
the project, but an agreed certification must be completed for each agent.
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CHAPTER 9 SUCCESS CRITERIA AND MEASUREMENT
In order to judge the effectiveness of the project and of the CommuniTake platform, it is necessary to
have an agreed set of success criteria as well as recognized means of measurements against existing
benchmarks.
A common understanding on these issues will facilitate post-project analysis and ease discussions on
any post-project steps.
CURRENT METRICS
Please provide information on the current situation.
Item Specification Done?
Calls per agent per hour
Average Handling Time by issue type
Average Handling Time – Level 1 calls
Average Handling Time – Level 2 calls
Most common issues
Most common issues generating longest call duration
The devices generating the most support time
First call resolution ratio
Percentage of repeat calls
Customers satisfaction level
Agents satisfaction level
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MEASUREMENT
Please describe your proposed means of measuring the success of the project.
Success criteria Means Done?
Calls per agent per hour
Average Handling Time by issue type
Average Handling Time – Level 1 calls
Average Handling Time – Level 2 calls
First call resolution ratio
Percentage of repeat calls
Customers satisfaction level
Agents satisfaction level
CommuniTake Technologies Ltd. Project Scoping
Property of CommuniTake™ | CONFIDENTIAL | 2009-2015
33
CHAPTER 10 INTERNAL USE – SYSTEM CONFIGURATION
MACHINES
Machine 1:
Name
IP Internal
External
Operating system (including 32/64bit)
Infrastructure Components (Version) Java
Tomcat
MySql - server
MySql -UI
MySql – Connector
OpenEJB
CommuniTake Components Installed Application Server
Connection Server
Download Server
Relay-X
Management Portal
Other
Open Ports HTTP
TCP
HTTPS
FTP
Other
Backups
Special notes
CommuniTake Technologies Ltd. Project Scoping
Property of CommuniTake™ | CONFIDENTIAL | 2009-2015
34
SYSTEM COMPONENTS
HTTPS
Name Machine IP HTTP port
Application Server
Connection Server
Download Server
RelayProxy (Relay-x)
RELAYS
Name Machine IP HTTP port TCP Port – CSR
+ is SSL
TCP Port– Device
+ is SSL
Relay-1
Relay-X
SERVER VERSION
Server version
Deployment configuration
DNS Internal DNS for servers
Name IP
External DNS for servers - the internet address the device will connect to
Name IP