Notes from Customer Care Team Meeting - 07/29/2019

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dana.petroff
dana.petroff Member, ALL USERS, Employee Posts: 5

Attendees:  Jacobi, Anne, Dana, Lee, Jake, Eric, Natacha, Denae, Rich, Sally, Nina

Date/Time: 7/29/2019, 8:00am

 

Introductions – go around to introduce yourself to Sally

 

Hot Topics: 

  • Google – model copy request from Ohad
  • How did we get to this place? Why this model, specifically?  Since the criticality
  • This is service that we do not do. Customer onsite, L3 and Tech Ops all need to be available to ensure everything is up
  • Schedule Alec/Ohad and understand all things associated with this request.
  • Message from Customer Care - “This is an exception, here is what we need from all the teams”
  • Natacha and Anne connect after this meeting, and will

 

  • Escalation – from Nina notes. Bug fix
  • Across multiple services, and will need multiple releases. Wont be fixed until October?
  • It has gone very quiet from CS side.
  • Julio has integration (Rich) ticket from Google. Rich is now working on this.
  • Workspace deactivates? 3 JIRAS for that issue, and lets combine into one.  Similar to Davita one.  The hour timeout on the export action – model will close before getting the export files
  • JIRAs are medium priority. Justin will follow up with getting the right focus  
  • Make sure Claire knows about it (Rich)

 

  • BT Group – couple of SSO instances. Justin is working on these as well
  • BT is causing a lot of confusion. They weren’t performing the request actions.  There are multiple businesses that want to separate themselves at BT.  (NINA has follow up with BP)

Jake/Jacobi

  • 2 openings that they are looking at. There are 1 or 2 per week.
  • NPS at 63 – we added a new column (reason for detractor) – communication issue, outage, analyst, took too long, etc. Understand where this is at.
  • Catherine timing, coming over to HyperCare
  • Escalation Button – has been live, but not on. Wasn’t activated for BPs.
  • End of August – when is the end of the email escalation process?
    • Clear instructions – sit with Josh/Tara, etc.
    • Issue is now fixed
  • Talkdesk has transitioned to Landon Johnson –
  • Hired James Dutta from Talkdesk
  • Lots of push in Tokyo – convert everything over the phone, to Japanese
  • Recordings set up
  • Japanese is a slippery slope (ANNE/JACOBI – need more discussion)

 

Lee

  • 98 Customers, one on deck
  • Catherine transition plan
  • Down a person in EMEA – Ksenia is gone
  • Interviewed a couple of good candidates – backfill asap.
  • Expedited onboarding? The one in September needs only 1 month in Level 1
  • Working on H2 forecast – still going thru numbers
  • Case Portal – cleaning cases with the team
  • Nina needs to review the cv on one of his candidates
  • Set up an hour to go thru 1 hour feedback

Nina/Rich/Sally/Natacha

  • Sally started!
  • Release reviews
  • New incident management process – Tom’s email that we are live with it?
  • Have we trained this out to the teams?
  • There shouldn’t be a need to train out – they are just doing their role
  • Slackbot and incident manager (JACOBI to review with L3)
  • Also, bring up Tech Ops (did they see the new process)
  • Provisional Agenda from Nina sent out – let her know if any changes
  • Work on shadowing schedule with Lee and Jacobi (NINA/JACOBI/SALLY/RICH)

 

  • CPX in London – level 1 wants to attend? Update is 1 booth, around HyperCare/Product Support.  Needs to be able to speak to HyperCare, and talk through any technical issues.
  • London CPX: 9/30, 10/1, 1,000 registrants
  • 1 person from London, Sally will be there, but pick a Level 1
  • Need to talk about Paris as well (who speaks French), Milana will be there, does Isabella speak French?
  • Can they go? Find out allowed to go?
  • Who can be in the booth?
  • Sales event – more about HyperCare
  • Lee new hire starts 9/16 – Chris’s current boss (Customer)

Denae

  • Incident Management – Tom sent message on Friday
  • 8/8 – Capacity model demos this week!
  • Capacity Model – Jack/Sampath/Sue demonstration
  • Platform change – all 10 procedures in scope
  • Soft launch of template – scenarios
  • SteerCo meeting on Friday – phase 2 was presented
  • Are Eric/Nina involved in Go-To-Market (ask questions of Trish/Denae) if not clear. Protocol, etc. needs to be adhered to moving forward so we need to be up to speed.  ASK QUESTIONS.
  • DENAE TODO (ALL OWNERS ARE CONFIDENT IN EXPECTATIONS)

Eric

  • Configurations
  • 2 Excel for CS – quick review and covered everything
  • Standing meeting with AJ – will communicate out after AJ looks at it
  • General – Connie from product, how to buy a CA cert and use with Anaplan Connect. This picks Sec-to-go, and goes step by step.  This is a public post!  Preference to where the Customer needs to go
  • Hackathon last week – few requests for interns models to go back into the Customer’s space
  • Get this in writing. Each Customer should validate this as Intellectual Property
  • Who retains ownership?

Anne

  • Feedback on the agenda – get to Anne TODAY!
  • Nate and Nina – already sent to Anne
  • Coming into town the next 2 weeks
  • Next week, Customer Care Week, ELT will be here the following week (8/12)
  • Minneapolis tour of the floor
  • Architects – on 2nd floor – kickoff for the buildout
  • CRO mode – Christophe (wait until next week, if need anything)
  • Will have decks next week – what are the plans? Look through the old ones
  • Make sure looking at Trello cards and get updates
  • Updated 9 box – promotions and merit increases
  • Zsolt and Vinita both asked about how to get to the next level