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Skateboards, Not Spaceships: Learning to Stop Winging Support Projects

Skateboards, Not Spaceships: Learning to Stop Winging Support Projects

A presentation on sane customer support project management, given at UserConf in Portland, OR on June 27, 2015.

LanceCo

June 26, 2015
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  1. @LanceCo | raventools.com Our Old Process Learning to Stop Winging

    Support Projects 3 Idea! Test Launch Develop
  2. @LanceCo | raventools.com Our Old Process Learning to Stop Winging

    Support Projects 3 Idea! Test Launch Develop
  3. Problem #1: Burn Out Learning to Stop Winging Support Projects

    5 1. Juggling responsibilities between projects and tickets. @LanceCo | raventools.com
  4. Problem #2: Bottlenecks Learning to Stop Winging Support Projects 7

    1. Juggling responsibilities between projects and tickets. 2. Not having a plan creates unwieldy challenges. @LanceCo | raventools.com
  5. Problem #3: Total Failure Learning to Stop Winging Support Projects

    8 1. Juggling responsibilities between projects and tickets. 2. Not having a plan creates unwieldy challenges. 3. Your project may not actually solve your problem. @LanceCo | raventools.com
  6. Lean Startup is a business strategy influenced by Lean Manufacturing,

    coined by entrepreneur Eric Ries. It prizes quick movement, empirical learning and elimination of wasteful efforts in order to drive products through the waters of uncertainty and into success. What is Lean?
  7. Lean is a tool that we use to more efficiently

    manage our projects and products. Nothing more, nothing less. No, Really. What is Lean?
  8. @LanceCo | raventools.com Example: Help Desk Learning to Stop Winging

    Support Projects 14 Our Hypothesis:
 
 “A significant amount of support tickets coming into our team are for questions that could be easily answered through reading the help documentation. If we encourage our customers to find their own answers, it will decrease overall ticket volume.”
  9. @LanceCo | raventools.com Example: Help Desk Learning to Stop Winging

    Support Projects 15 Our Plans 1 2 3 Based on where the user of our software was working, we would supply tool-tips containing helpful information. Those tooltips would lead to separate articles that would pop sideways onto the screen when links were clicked, offering lengthier articles. Eventually, we’d create videos and animated GIFs to push our documentation into a multimedia future.
  10. @LanceCo | raventools.com The product team’s lead designer investigated libraries,

    drew up wireframes and, eventually, made a mock-up of how contextual help could look. We spent weeks researching, figuring out how other software integrates contextual help into their products — everything from Apple to Adobe to Spotify. Example: Help Desk Learning to Stop Winging Support Projects 17 Our Plans Then… Nothing. Concerns were raised over adding a new layer of load to the application. A new project caught the company’s eye. The whole thing got dropped. What Actually Happened 1 2 3
  11. @LanceCo | raventools.com Example: Help Desk Learning to Stop Winging

    Support Projects 18 We took all of our old Knowledge Base content and rewrote it, breaking it down into smaller, pointed articles with better searchability. Rewrite
  12. @LanceCo | raventools.com Example: Help Desk Learning to Stop Winging

    Support Projects 18 We took all of our old Knowledge Base content and rewrote it, breaking it down into smaller, pointed articles with better searchability. Rewrite Our on-staff designer worked out a minimal design based on one of the existing Zendesk templates for Help Center. Design
  13. @LanceCo | raventools.com Example: Help Desk Learning to Stop Winging

    Support Projects 18 We took all of our old Knowledge Base content and rewrote it, breaking it down into smaller, pointed articles with better searchability. Rewrite Our on-staff designer worked out a minimal design based on one of the existing Zendesk templates for Help Center. Design A developer was tasked with looking into the existing Zendesk Web Widget and integrating it into our software. Integrate
  14. @LanceCo | raventools.com Example: Help Desk Learning to Stop Winging

    Support Projects 18 We took all of our old Knowledge Base content and rewrote it, breaking it down into smaller, pointed articles with better searchability. Rewrite Our on-staff designer worked out a minimal design based on one of the existing Zendesk templates for Help Center. Design A developer was tasked with looking into the existing Zendesk Web Widget and integrating it into our software. Integrate We continue to build new sections, articles and other content, based in part on the data that we receive through GA, Zendesk and elsewhere. Refine
  15. @LanceCo | raventools.com Problem: Help Desk Learning to Stop Winging

    Support Projects 19 0 18 36 54 72 90 Th Fr Mo Tu We Th Fr Mo Tu New Tickets Before Release New Tickets After Release
  16. @LanceCo | raventools.com Problem: Help Desk Learning to Stop Winging

    Support Projects 19 0 18 36 54 72 90 Th Fr Mo Tu We Th Fr Mo Tu New Tickets Before Release New Tickets After Release 86 26
  17. Break Your Projects Down Learning to Stop Winging Support Projects

    @LanceCo | raventools.com 1 Don’t think of a project as one enormous undertaking — think of it as many small projects that come together. Always start with the component that will have the most impact on your team or your customers.
  18. Measure What Matters Learning to Stop Winging Support Projects @LanceCo

    | raventools.com 2 You don’t need to measure everything, you only need to measure what’s actually important for answering your initial hypothesis. Avoid vanity metrics, they’ll lead you astray from the real question at hand.
  19. Don’t Be Defeated by Failure Learning to Stop Winging Support

    Projects @LanceCo | raventools.com 3 You’re going to fail. Probably a lot. But that’s the reality of experimentation — you’re better off failing now than in six months. Failure is data, not defeat! Rework your idea, figure out where the flaws are and give it another go.