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Updating Other Agents' Tickets

"We use a traditional touch-and-hold model for support calls, which means that whoever first opens a ticket is responsible for all contacts with the customer. This usually works fine, but we run a 7x24 shop, so often there are status changes that occur when the original agent is off-shift. Is it better to wait until the original agent comes to work, or should we ask other agents to get involved in the case?"

—Karin from Kansas City                           



Dear Karin,

My thoughts are that it depends on the priority of the issue. If the case requires forwarding it to someone in a different time zone in order to keep the issue moving forward, then any customer with a critical issue would appreciate the initiative taken to resolve their issue. If it’s a matter of vacation, I agree with Tom that it’s up to the customer. The support engineer needs to make sure that they communicate with the customer that they will be out and ask them if it can wait until they get back. If it’s just an off-shift issue, it seems more of a matter of judgment based on the priority. We have internal notes in our db where we can mark the issues as private. That is how other people contribute information to the case, but the original support engineer communicates the information to maintain consistency. Again, I keep going back to the priority of the issue because that is what really matters. In general, the biggest complaint from customers is usually a lack of informative updates, so whatever you can do to make sure they have timely updates, I say just do it!

—Kim Seserman
    Support Account Manager
    Saba Software
    kseserman@Saba.com





If someone else on the team can contribute to the resolution of a ticket, we believe this is a benefit to all parties involved. The ticket does not need to change ownership in this case. That is what team collaboration is all about, and if having another tech comment on a ticket in which they do not own but have valuable information, all the better for the tech team and more importantly, the customer.

Thank you,

—Eric Harrington
    TeamSupport.com
    214-295-9442 x806
    eharrington@murocsystems.com





It is the customer who has to chose—do they want to wait or will they risk some repeat questions and answers for a possible quicker solution. It is going to depend on how quick the customer needs the answer and what kind of rapport they have with the first agent. Occasionally someone in another part of the world may have more expertise or see something in another light and can bring the issue to resolution faster.

—Tom Frizzi
    Infor
    214-295-9442 x806
    Tom.Frizzi@infor.com





[If you have any other advice on this question, please send an email to membership director Jane Farber at jfarber@asponline.com, and we'll post your feedback.]