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