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Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center Benjamin Li, IT Solutions Manager Rachel D. Martin, IT Solutions Operator Southeastern Regional User Group Alliance 2016

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Page 1: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Knowledge Management Strategiesin Frontline Technology Support

VSU Solutions CenterBenjamin Li, IT Solutions Manager

Rachel D. Martin, IT Solutions Operator

Southeastern Regional User Group Alliance 2016

Page 2: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Agenda• History

• Solutions Center Overview• About Our Team• Key Challenges• Maturity Levels

• Strategies• Phase I: Reactive • Phase II: Proactive • Phase III: Customer-centric• Phase IV: Business-centric

• Tools• Confluence• Gliffy• SharePoint• User Lookup Portal

• Resource Summary

• Q&A

Page 3: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

History

Page 4: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Solutions Center Overview

• IT, Admissions, Welcome Center

• Reduced queue time and abandon rate

• Focus on recruitment

• Analytics driven initiatives

Page 5: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Our Team

• 4 FTEs, 16 student technicians• Over 70,000 calls per year• 2008 and 2014 USG Chancellor’s Service Excellence

Gold Level Contact Center

Page 6: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Key Challenges

• Scheduling around classes

• 20% student employee turn-over

• Staying up-to-date• Admissions• IT• Welcome Center

Page 7: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

HDI Maturity Levels

• Phase I (2008) – Reactive• Labor intensive• Low first call resolution

• Phase II (2010) – Proactive• Best practices• Customer feedback

• Phase III (2013) – Customer-centric• Single point of contact• Variety of channels

• Phase IV (2016) – Business-centric• Aligned with business objectives• Process automation

Page 8: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Strategies

Page 9: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Phase I: Reactive• Internship

opportunities• Employee

feedback survey• Tools:

• Tool hyperlinks• Announcements• LMS for formal

training

Page 10: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Phase II: Proactive• Training &

Communication• Tools:

• Contact Center (ACD, analytics)

• User lookup• Self-service passwords• Collapsible regions• Technician notes

Page 11: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Phase III: Customer-Centric• Technical Response

Unit• Certification• Tools:

• “Smart” tabs• Remote support

integration• Knowledge base• Social relationship

management

Page 12: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Phase IV: Business-Centric• Expanded business

intelligence• Knowledge capture• Tools:

• NOC monitoring• Business intelligence

dashboard

Page 13: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Tools

Page 14: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Sharing Knowledge

Image of Confluence Search Feature

Page 15: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Creating Knowledge

Image of Confluence Create Article Feature

Page 16: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager
Page 17: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager
Page 18: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Maintaining Knowledge

Image of Confluence Edit Feature

Page 19: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Gliffy Diagram Plug-In

• Create or import a diagram• Premade templates:

• Flowchart• Organizational chart• Timeline• Network diagram• Business process• SWOT analysis• Venn diagram• Floorplan• Website/software UI design

Page 20: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager
Page 21: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Knowledge in Action

Rep Takes CallRep Consults

with Supervisor

Supervisor Updates Training

Prior Solution Time: 3:00 Minutes

Rep Takes Call Rep Refers to Knowledge Base

Current Solution Time: 2:30 Minutes

Page 22: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

SharePoint

• VSU Updates• Tools

• Cisco Finesse• Confluence• User Lookup

Portal

Page 23: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

User Lookup Portal

Page 24: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Tool SummaryRole Resource

Communications Cisco FinesseCisco Jabber

IT Service Management (Ticketing) LANDesk Service Desk

Training Desire2LearnAtomic LearningSkillport

Remote Assistance Bomgar Remote SupportLANDesk Remote Support

Application Development Oracle Application Express

Knowledge Base / Collaboration Atlassian ConfluenceMicrosoft SharePoint

Monitoring Cisco Prime/ISEFluke TruViewISI Infortel SelectXerox CentreWare

Page 25: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Contributors• Knowledge

Management• Kyle Culpepper• Corey Wasley• Alexandru Malos• Joanne Wardell• Patrick Hilgert

• Special thanks to EAA• Arthur Rinberger• Keisha Roberts• Nicholas Clinite

Page 26: Knowledge Management Strategies in Frontline Technology ... · Knowledge Management Strategies in Frontline Technology Support VSU Solutions Center. Benjamin Li, IT Solutions Manager

Additional Questions?

© 2016 Board of Regents of the University System of Georgia by and on behalf of Valdosta State University.

Benjamin LiIT Solutions Manager

[email protected] State University1500 N. Patterson St.Valdosta, GA 31698-0000Odum Library 2627Division of

Information Technology

[email protected] State University1500 N. Patterson St.Valdosta, GA 31698-0000Odum Library 2627Division of

Information Technology

Rachel D. MartinSolutions Operator