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June 16-19 San Jose, California
Help desk - Knowledge Exchange
Greg Oxton - Consortium for Service Innovation Marvin Waschke – Computer Associates
The Support Working Group
Copyright © 2003 Global Management Conference Page 2
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How can support deal with a rapidly changing and unpredictable install base?
Characteristicsof Open Systems• Plug and play• Customer is the integrator• Infinite number of configurations to support• Time to market acceleration for products• Increasing complexity of install base• Less sophisticated users
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The Support Organization
SUPPORTORGANIZATION
IncreasingComplexity
IncreasingDemand
FALLING MARGINS
RISING COSTS
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The ChallengeEnd Users
Corporate Help Desks
Prod.Mfg.
Channels & 3rd-Party
Support Providers
End Users
• How to push solutions closer to the customer
• And understand the users experience with the product and support
• And maintain brand image and loyalty
Solutions
Experience
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The Evolution of Support
SupportCommunities
VirtualCommunities
LeveragingSupport
Knowledge
Knowledge-CenteredSupport
SupportCenter
RemoteSupport
FieldService
On-siteSupport
The Longer View
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Strategy for a “Virtual Support Community”
• Plug 'n play relationships • Requires standards • Leverages knowledge across boundaries• Leverages resources across boundaries• Connectivity (the internet)
– With customers– With partners– Between customers
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The Answer?• Knowledge management practices
– Knowledge-Centered Support– Well structured content
• Predictable way to move knowledge between organizations– Exchange standards
• Connectivity– The internet
• Business relationships– Virtual Support Communities
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What Standards Can Do?• Standardize the interface between support partners
– Provide for shared meanings– Model and scope transactions
• Normalize input/output from different tools• Create an open knowledge sharing infrastructure• Define re-usable incident exchange scenarios
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June 16-19 San Jose, CaliforniaAn Integrated System
PlatformPlatform
Engine XEngine X
Primary Help DeskPrimary Help Desk
Engine ZEngine Z
IncidentIncident(initiation)(initiation)
Secondary Help DeskSecondary Help Desk
Engine YEngine Y
IncidentIncident(escalation)(escalation)
FIXED
SES Import/ExportSES Import/ExportSolution ContentSolution Content
User
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Solution Exchange (SES)• Defines key data and structure for solutions• Can be used:
– Across the organization (multi-site/multi-group escalation)
– Between partners (access to/from your support partners)
– Coordinated support for mutual customers
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June 16-19 San Jose, CaliforniaSolution Exchange Model
Solution Producer’s
System
InternalSolution
Representation
InternalSolution
Representation
SolutionConsumer’s
System
CIM/XML
Solution Objects
Solution Objects
Parsing(standard)
Translation(Producer-specific)
Producer’sMapper
Consumer’sMapper
Parsing(standard)
Translation(Consumer-specific)
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Incident Exchange (SIS)• Defines key data and transactions to share and collaborate
on support incidents• Can be used:
– Across the organization (multi-site/multi-group escalation)– Between partners (access to/from your support partners)– Coordinated support for mutual customers– Direct customer interface
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June 16-19 San Jose, CaliforniaHow to Use Incidents
InternalService IncidentRepresentation
Service Provider’s
System
Provider’sIncident Engine
Translation(Provider-specific)
ServiceRequester’s
System
InternalService Incident Representation
Translation(Requester-specific)
Requester’sIncident Engine
Service Incident
ServiceIncident
CIM/XML
StandardTransactions
StandardTransactions
Virtual Machine
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Joint Standards Effort• Customer Support Consortium Exchange Standards
Working Group– Content and process expertise
• DMTF Support Working Group– Structure and tools expertise
• Over 30 Companies Actively Involved– Solution Sub-Group– Service Incident Sub-Group
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DMTF / ConsortiumComplementary Objectives
• Define standards to enable cross-product and cross-platform systems management
• Engage key players in the high tech industry• Leverage membership to drive awareness and adoption of
CIM platform standards and support standards• Define a supportable future for the computing industry!
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Distinct Consortium Objectives• Define new strategic business models for multi-vendor
support and knowledge management• Leverage data standards within new support models• Service focused: platform information feeds incidents and
solutions• Solution and incident data encompasses, but does not
define, platform data
For more information see: www.serviceinnovation.org
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Summary• Customer service is a knowledge development and
exchange business• Knowledge-Centered Support
– Leveraging solutions to optimize the support process
• Virtual Support Communities/Networks– Leveraging standardized relationships, process and data Exchange
Standards– Enables consistent knowledge definition and interchange: the oil
that runs the engine
• DMTF/Consortium Partnership
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Observations from the support trenches
The view from a support system vendor.
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Today’s support challenges• Do more with less. (Not news!) • Business is more dependent on IT.
– E-business did not end when the dot-com bubble burst.– More powerful, cheaper desktops have resulted in more powerful
more common applications.
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Challenges• Connected and open environment.
– More security issues.– More connectivity issues.– TCP/IP and http have taken over the world.
• Heterogeneity– No longer see all UNIX engineering groups.– No more all SNA in accounting.– Single vendor solutions are gone.
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Challenges• The level of B2B connectivity is astounding.
– Customers demand on-line vendors.– Vendors demand on-line customers.
• Corporate applications.– On the web.– Accessible to every employee in the organization.– On-line training.
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Challenges
• Out-sourced services. – Network management.– Desktop management.– Support.
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Challenges
IT and IT support have become transparent budget items.
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Are support standardsthe solution?
No!(But they help a lot.)
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Support Standards• Will not
– Make your budget transparent.– Bring back single vendor solutions.– Make your customer base shut up and quit having
issues.– Make all those desktop PCs go away.– Bring back those out-sourced services.– Disconnect the environment.
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But standards will• Share solutions• Transfer issues• Making cooperation possible
– Between vendor and customer.– Out-sourcers and their customers.– Segments of single business entities
• Applications can be made service aware to fit into an enterprise service model