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KNOWLEDGE-DRIVEN
SUPPORT
Lala Mamedov
04/01/2014
*NOT AN ACTUAL EXAMPLE*
Typical Support Challenges
• Balancing act: improve customer profitability and satisfaction – and meet budget constraints.
• High demand for top-quality support delivered in a clear and efficient manner.
• Multiple products
• Increased product complexity
• Complex environment at customers’ sites
• Lost opportunity to deflect calls/improve relationship
• Lack of actionable reports on top customer issues to inform product roadmap
• Traditional manuals and help content written in the company’s terminology by people who are not
using the product – not in the terminology used by customers, hence findability is minimal
• Risks of not meeting the challenge:
• Diminished customer confidence
• Overwhelmed and discouraged employees
• Higher training costs, decreased responsiveness, and a negative image with customers
• Cost of support dilutes margins
• Product roadmap not in sync with the future customer demands
Meeting the Challenge: KCS
• KCS: Knowledge-Centered Support
• KCS is a methodology (not a technology)
• A set of practices and processes that focus on knowledge as a key
asset of the support organization.
• KCS seeks to:
• Create JIT knowledge content as a by-product of solving problems
• Evolve content based on demand and usage
• Develop a KB of our collective experience to-date
• Reward learning, collaboration, sharing and improving
4
All knowledge is by-product of interaction
KCS Solution Creation
• A solution captures the experience of answering a question or solving a
problem.
• Can be technical or non-technical; any interaction.
• Capture statements in the users/customer’s context (findability factor)
and in the workflow.
• Solutions are dynamic; every time a solution is used it could be updated
and improved in the workflow by the person reusing it.
• Solutions are not complete until they are obsolete!
• Searching is creating: when a call/case is completed, a solution in the
knowledgebase has already been reused or created.
• Approval workflow – edits by SMEs if needed
Strategic Value: from Reactive to
Proactive
• From decreasing costs to increasing revenue
• Knowledge-centered experience: what successful customer looks
like and how to enable customer success– through thousands of
conversations a year
• Analyze the VOC and bridge the gap between what is built and
what the customers actually use
• Capture and share business role–specific knowledge
• Supporting brand promise: brand intent is felt at every
touchpoint
Customer Success: relationship at the
intersection of transaction and knowledge
Hierarchy of Organizational Knowledge
Action
Knowledge
Information
Data
4/2/2014
Evolution of Support Reporting
4/2/2014
Reactive Reporting
4/2/2014
Business-Centric Reporting
$- $2,000.00 $4,000.00 $6,000.00 $8,000.00 $10,000.00 $12,000.00
0 500 1000 1500 2000 2500 3000 3500
KB 1
KB 2
KB 3
KB 4
KB 5
KB 6
KB 7
KB 8
KB 9
KB 10
Cumulative Cost to Resolve
KB Reuse Frequency
KB 1 KB 2 KB 3 KB 4 KB 5 KB 6 KB 7 KB 8 KB 9 KB 10
Frequency 1250 1000 3000 950 1800 1200 2000 1500 2200 1200
Cost $600.00 $800.00 $900.00 $10,000.00 $1,500.00 $6,000.00 $2,000.00 $500.00 $500.00 $300.00
Knowledge-Centered Field Intelligence
Self-service
• Robust Knowledge Base with just-in-time answers allows
customers to get accurate, relevant, actionable, answers
when they are needed
Better, more scalable support
• Support Engineers have easy access to collective
knowledge which helps them solve cases faster and with
higher quality
Better product
• KB reuse reports provide actionable information to R&D to
improve products in direct response to actual customer
experience
Universal Value
Proven Benefits: Industry-Wide
• Solve Cases Faster
• 50 - 60% Improved Time To Resolution
• 30 – 50% Increase in First Call Resolution
• Optimize Use of Resources
• 70% Improved Time To Proficiency
• 20 - 35% Improved Employee Retention
• 20-40% Improvement in Employee Satisfaction
• Enable eServices Strategy
• 50% Case Deflection (solved via web self-help)
• Build Organizational Learning
• 10% Call Reduction due to Root Cause Removal
• 20% Increase in Lower Tier Resolution
13
Product Direction
4/2/2014
Delight!Delight!
3. For new issues, quickly recover and restore,
and immediately make the new knowledge
globally accessible
1. Ensure our Products/Services are so easy to use
that it minimizes the customer need to contact us
for issue resolution.
2. For known issues make it easy for
customers to rapidly find answers in-
product, through self-help,
communities, and assisted support
4. Identify root cause and
partner with R&D to “find once,
prevent many”
Closed Loop Process
Appendix
4/2/2014
3D view
Jeff, 4
John, 5
Jane, 5
Peter, 2
Mark, 2
Mary, 8
-5
0
5
10
15
20
25
30
35
40
45
50
-5 0 5 10 15 20 25 30 35
Knowledge Contribution
CaseProductvity
Reinforce
Train
Coach
Take Action
Size of the bubble – sat
score
Case 
resolved
KB Answer 
exists?
Supporting Knowledge-Driven
Support
Incident
Can resolve 
issue?
No
Research 
&
escalation
Search
KB
PD SME writes KB 
answer
New KB answer created and 
instantly published (flagged 
as draft)
Personalized response 
to customer with link
No
Partial
Modify
The KB is at the heart of the system
Yes
Ongoing improvement process for high‐value Published content
• Technical writing / editing
• Subject expert review
• Value‐added (e.g., multimedia)
Yes
Search
KB
Search
KB CustomerOnline 
Root Cause
Elimination 
Case 
resolved
KB Answer 
exists?
Key Components of the Workflow
Incident
Can resolve 
issue?
No
Research 
&
escalation
PD SME writes KB 
answer
New KB answer created and 
instantly published (flagged 
as draft)
Personalized response 
to customer with link
No
Partial
Modify
The KB is at the heart of the system
Yes
Ongoing improvement process for high‐value Published content
• Technical writing / editing
• Subject expert review
• Value‐added (e.g., multimedia)
Yes
CustomerOnline 
Root Cause
Elimination 
Search Capabilities
Search
KB
Search
KB
Search
KB
• Enables Internal and External users to find answers Quickly & Efficiently
• Understands customer language and interprets intent
• Guides users through search results – providing best bets and related answers for
ambiguous results
• Dynamically ranks answers based on user ratings and usage statistics
• Searches across the collective knowledge
Search
KB
Search
KB
Search
KB
Case 
resolved
KB Answer 
exists?
Key Components of the Workflow
Incident
Can resolve 
issue?
No
Research 
&
escalation
PD SME writes KB 
answer
New KB answer created and 
instantly published (flagged 
as draft)
Personalized response 
to customer with link
No
Partial
Modify
The KB is at the heart of the system
Yes
Ongoing improvement process for high‐value Published content
• Technical writing / editing
• Subject expert review
• Value‐added (e.g., multimedia)
Yes
Customer
Root Cause
Elimination 
Access to Knowledge
• Engage Customers through Communities and Content Interaction
• Enable Rich Media in Knowledge Content
• Provide instant access to all Harmonic knowledge
• Self-Service tools that eliminate non-value added contacts
• Separating application layer from presentation layer to allow A / B testing and
rapid iterative design
Online 
Search
KB
Search
KB
Search
KB
Case 
resolved
KB Answer 
exists?
Key Components of the Workflow
Incident
Can resolve 
issue?
No
Research 
&
escalation
Personalized response 
to customer with link
No
Partial
Modify
The KB is at the heart of the system
Yes
Ongoing improvement process for high‐value Published content
• Technical writing / editing
• Subject expert review
• Value‐added (e.g., multimedia)
Yes
CustomerOnline 
Root Cause
Elimination 
Authoring Capabilities
• Reactive Content
• Creation of knowledge in the workflow (not separate)
• Flag / Fix documents that need to be updated with additional information
• Instantly publish information (marked as draft)
• Reflective Content
• Proactive updates based on emerging support information
• PD developed knowledge
• Workflows that are based on skills and capabilities
• Enable customer authoring and community collaboration
PD SME writes KB 
answer
New KB answer created and 
instantly published (flagged 
as draft)
Case 
resolved
KB Answer 
exists?
Key Components
Incident
Can resolve 
issue?
No
PD SME writes KB 
answer
New KB answer created and 
instantly published (flagged 
as draft)
Personalized response 
to customer with link
No
Partial
Modify
The KB is at the heart of the system
Yes
Ongoing improvement process for high‐value Published content
• Technical writing / editing
• Subject expert review
• Value‐added (e.g., multimedia)
Yes
Customer
Analytics
• Determine what knowledge is most useful and promote
• Improve product(s) through knowledge reuse, customer
feedback, and closed loop processes
• Understand and mitigate root cause of problems
• Drive efficiencies in processes
• Adjust self-service tools to minimize non-value-added
contacts
Root Cause
Elimination 
Search
KB
Search
KB
Search
KB
Online 
Research 
&
escalation

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Knowledge-Driven Support

  • 2. *NOT AN ACTUAL EXAMPLE*
  • 3. Typical Support Challenges • Balancing act: improve customer profitability and satisfaction – and meet budget constraints. • High demand for top-quality support delivered in a clear and efficient manner. • Multiple products • Increased product complexity • Complex environment at customers’ sites • Lost opportunity to deflect calls/improve relationship • Lack of actionable reports on top customer issues to inform product roadmap • Traditional manuals and help content written in the company’s terminology by people who are not using the product – not in the terminology used by customers, hence findability is minimal • Risks of not meeting the challenge: • Diminished customer confidence • Overwhelmed and discouraged employees • Higher training costs, decreased responsiveness, and a negative image with customers • Cost of support dilutes margins • Product roadmap not in sync with the future customer demands
  • 4. Meeting the Challenge: KCS • KCS: Knowledge-Centered Support • KCS is a methodology (not a technology) • A set of practices and processes that focus on knowledge as a key asset of the support organization. • KCS seeks to: • Create JIT knowledge content as a by-product of solving problems • Evolve content based on demand and usage • Develop a KB of our collective experience to-date • Reward learning, collaboration, sharing and improving 4 All knowledge is by-product of interaction
  • 5. KCS Solution Creation • A solution captures the experience of answering a question or solving a problem. • Can be technical or non-technical; any interaction. • Capture statements in the users/customer’s context (findability factor) and in the workflow. • Solutions are dynamic; every time a solution is used it could be updated and improved in the workflow by the person reusing it. • Solutions are not complete until they are obsolete! • Searching is creating: when a call/case is completed, a solution in the knowledgebase has already been reused or created. • Approval workflow – edits by SMEs if needed
  • 6.
  • 7. Strategic Value: from Reactive to Proactive • From decreasing costs to increasing revenue • Knowledge-centered experience: what successful customer looks like and how to enable customer success– through thousands of conversations a year • Analyze the VOC and bridge the gap between what is built and what the customers actually use • Capture and share business role–specific knowledge • Supporting brand promise: brand intent is felt at every touchpoint Customer Success: relationship at the intersection of transaction and knowledge
  • 8. Hierarchy of Organizational Knowledge Action Knowledge Information Data 4/2/2014
  • 9. Evolution of Support Reporting 4/2/2014
  • 11. Business-Centric Reporting $- $2,000.00 $4,000.00 $6,000.00 $8,000.00 $10,000.00 $12,000.00 0 500 1000 1500 2000 2500 3000 3500 KB 1 KB 2 KB 3 KB 4 KB 5 KB 6 KB 7 KB 8 KB 9 KB 10 Cumulative Cost to Resolve KB Reuse Frequency KB 1 KB 2 KB 3 KB 4 KB 5 KB 6 KB 7 KB 8 KB 9 KB 10 Frequency 1250 1000 3000 950 1800 1200 2000 1500 2200 1200 Cost $600.00 $800.00 $900.00 $10,000.00 $1,500.00 $6,000.00 $2,000.00 $500.00 $500.00 $300.00 Knowledge-Centered Field Intelligence
  • 12. Self-service • Robust Knowledge Base with just-in-time answers allows customers to get accurate, relevant, actionable, answers when they are needed Better, more scalable support • Support Engineers have easy access to collective knowledge which helps them solve cases faster and with higher quality Better product • KB reuse reports provide actionable information to R&D to improve products in direct response to actual customer experience Universal Value
  • 13. Proven Benefits: Industry-Wide • Solve Cases Faster • 50 - 60% Improved Time To Resolution • 30 – 50% Increase in First Call Resolution • Optimize Use of Resources • 70% Improved Time To Proficiency • 20 - 35% Improved Employee Retention • 20-40% Improvement in Employee Satisfaction • Enable eServices Strategy • 50% Case Deflection (solved via web self-help) • Build Organizational Learning • 10% Call Reduction due to Root Cause Removal • 20% Increase in Lower Tier Resolution 13
  • 15. Delight!Delight! 3. For new issues, quickly recover and restore, and immediately make the new knowledge globally accessible 1. Ensure our Products/Services are so easy to use that it minimizes the customer need to contact us for issue resolution. 2. For known issues make it easy for customers to rapidly find answers in- product, through self-help, communities, and assisted support 4. Identify root cause and partner with R&D to “find once, prevent many” Closed Loop Process
  • 17. 3D view Jeff, 4 John, 5 Jane, 5 Peter, 2 Mark, 2 Mary, 8 -5 0 5 10 15 20 25 30 35 40 45 50 -5 0 5 10 15 20 25 30 35 Knowledge Contribution CaseProductvity Reinforce Train Coach Take Action Size of the bubble – sat score
  • 19. Case  resolved KB Answer  exists? Key Components of the Workflow Incident Can resolve  issue? No Research  & escalation PD SME writes KB  answer New KB answer created and  instantly published (flagged  as draft) Personalized response  to customer with link No Partial Modify The KB is at the heart of the system Yes Ongoing improvement process for high‐value Published content • Technical writing / editing • Subject expert review • Value‐added (e.g., multimedia) Yes CustomerOnline  Root Cause Elimination  Search Capabilities Search KB Search KB Search KB • Enables Internal and External users to find answers Quickly & Efficiently • Understands customer language and interprets intent • Guides users through search results – providing best bets and related answers for ambiguous results • Dynamically ranks answers based on user ratings and usage statistics • Searches across the collective knowledge
  • 20. Search KB Search KB Search KB Case  resolved KB Answer  exists? Key Components of the Workflow Incident Can resolve  issue? No Research  & escalation PD SME writes KB  answer New KB answer created and  instantly published (flagged  as draft) Personalized response  to customer with link No Partial Modify The KB is at the heart of the system Yes Ongoing improvement process for high‐value Published content • Technical writing / editing • Subject expert review • Value‐added (e.g., multimedia) Yes Customer Root Cause Elimination  Access to Knowledge • Engage Customers through Communities and Content Interaction • Enable Rich Media in Knowledge Content • Provide instant access to all Harmonic knowledge • Self-Service tools that eliminate non-value added contacts • Separating application layer from presentation layer to allow A / B testing and rapid iterative design Online 
  • 21. Search KB Search KB Search KB Case  resolved KB Answer  exists? Key Components of the Workflow Incident Can resolve  issue? No Research  & escalation Personalized response  to customer with link No Partial Modify The KB is at the heart of the system Yes Ongoing improvement process for high‐value Published content • Technical writing / editing • Subject expert review • Value‐added (e.g., multimedia) Yes CustomerOnline  Root Cause Elimination  Authoring Capabilities • Reactive Content • Creation of knowledge in the workflow (not separate) • Flag / Fix documents that need to be updated with additional information • Instantly publish information (marked as draft) • Reflective Content • Proactive updates based on emerging support information • PD developed knowledge • Workflows that are based on skills and capabilities • Enable customer authoring and community collaboration PD SME writes KB  answer New KB answer created and  instantly published (flagged  as draft)
  • 22. Case  resolved KB Answer  exists? Key Components Incident Can resolve  issue? No PD SME writes KB  answer New KB answer created and  instantly published (flagged  as draft) Personalized response  to customer with link No Partial Modify The KB is at the heart of the system Yes Ongoing improvement process for high‐value Published content • Technical writing / editing • Subject expert review • Value‐added (e.g., multimedia) Yes Customer Analytics • Determine what knowledge is most useful and promote • Improve product(s) through knowledge reuse, customer feedback, and closed loop processes • Understand and mitigate root cause of problems • Drive efficiencies in processes • Adjust self-service tools to minimize non-value-added contacts Root Cause Elimination  Search KB Search KB Search KB Online  Research  & escalation