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Hidden Benefits of Help Desk Outsourcing:
Auxis Center of Excellence Spotlight
Webinar
Jose Alvarez
Head of IT Managed
Services
Auxis
Alvaro Prieto
Senior Managing Director
of Technology Services
Auxis
Adriana Bombaci
Business Development
Sr Manager
Auxis
April 27th at 12:00pm ET
Delivering a High-Quality Service Desk is Becoming
Increasingly More Important and More Difficult...
"Investments in help desk-related
services are increasing from 25% to
50% nationwide"
"North American Help Desks are
experiencing an average turnover of
40% per year"
"95% of organizations already
outsourcing their help desk are
planning to maintain or increase
their level of outsourcing"
Digital Transformation
Work at Any Time From Anywhere
Tight IT Budgets with Increasing Demands
Technology Dependence Across The Enterprise
Attracting & Retaining Talent
Sources:
-Gartner
-Help Desk Institute
-2020 Global Managed Services Report, Economic Times
-2019 Help Desk Outsourcing Report, Computer Economics
3
Characteristics of a High-Performing Service Desk
Whether you outsource or not, you need a modern help desk!
Clearly defined services that are
mapped to the business needs
Process-dependent
versus people
dependent
Robust web-based
knowledge tool
Workflow automation
in core processes
Self-service
capabilities
Strong performance
metrics and proactive
problem management
Consumption-based
pricing model
Flexible staffing model
to deal with business
cycles
4
Benefits from Outsourcing your Help Desk
Service Consistency
Potential for extended hours of Service
Best Practices and
Improvement/Automation Opportunities
Additional Talent pool to get high
caliber talent
Performance Management
Flexible SLAs
Quality and Knowledge Management
Practices
A Partner that will work with you
towards great service
Resource Management & Recruiting Increased Customer Satisfaction
5
What are some of the “not so obvious”
benefits you would look for when
outsourcing your Help Desk?
Poll Question # 1
1. Increase Customer Satisfaction
2. Improve Service Consistency
3. Access to Best Practices
4. Better Reporting & Performance Management
5. Delegate Resource Management
57%
43%
57%
43%
71%
6
Transforming into a High Performing Help Desk while
doing it in house can be challenging…
Company User
Help Desk Agents
Traditional Help Desk Modern Help Desk
Self Service & Automation
Training
Knowledge Base
Workforce Management
Metrics & Reporting
Center
of
Excellence
Tools & Technology
7
The Auxis Center of Excellence
Works with client Customer
Support operations to define
Quality standards, aligned with
customer expectations and
requirements, the provides
ongoing periodic call
monitoring, evaluation and
reporting of Agent performance
based on these standards and
requirements.
Provides initial onboarding and
overseeing nesting for new hires, and
based on inputs from the Quality
Assurance team, provides spot training
for skills or process refresh or changes,
based on established customer
processes and operational requirements
Works with client Customer
Support operations to establish,
monitor and update call
forecast, and establish and
manage workforce schedules to
adjust to changes in call arrival
patterns, call types, etc.
Additionally, provides Real-Time
Monitoring of customer contacts
to help manage spikes in
volume within the daily
schedules.
WORKFORCE
MANAGEMENT
TRAINING
CUSTOMER
SUPPORT
CENTER OF
EXCELLENCE
QUALITY
ASSURANCE
Creates and maintains all processes
and procedural documentation for
trainers, agents and end-users to
reference at all times. Publishes
curated knowledge articles to the
self-help portal including selected
articles with self-healing capabilities.
PROCESS &
KNOWLEDGE MGMT
REPORTING
INNOVATION
Creates and maintains all reports to
track SLAs, KPIs and performance of
operation, while also providing
visibility to the customer.
Works with the operation team to
determine areas of opportunity to
include innovation such as
automation, bots, etc.
8
Which of these COE functions do you have
in your Help Desk Operation today?
Poll Question # 2
1. Workforce Management
2. Training & Quality Assurance
3. Knowledge Management
4. Reporting
5. Continuous Improvement & Innovation
17%
50%
67%
67%
50%
9
Real-World Client Success Stories
98% Customer Satisfaction
Increased Focus on Innovation
Extended Hours of Support to 24x7
Scalability & Best Practices
40% Cost Savings vs. In-House Model
After a significant acquisition in the Americas, customer
needed to modernize and expand their support model.
Add new services and support a much larger number of
users, while being able to improve the user experience and
track key reporting metrics.
Customer Satisfaction Surveys
Self-Service Portal
Chat Functionality
CLIENT A
Global private aviation company operating
in more than 1,900 airports and 187+ countries
10
Real-World Client Success Stories
Company resulted of a spin off, which required them
to get all their IT operations built from the ground
up. Processes, resources, intellectual knowledge, etc.
Built agile, global operations
Increased Flexibility & Scalability
Improved Visibility & Metrics Reporting
Access to Top IT Talent
Creation of Policies, Procedures,
Processes & Knowledge Base
Metrics & Dashboard Reporting
CLIENT B
Global printing organization created from
a spin-off from Kodak in 2019
11
Curious About the Benefit of Help Desk Outsourcing with Auxis?
Schedule a Free Optimization Assessment
Benefits you will get:
✓ Benchmark your current performance versus industry best practices:
✓ Cost structure
✓ Productivity per agent
✓ Quality and service consistency (e.g. first call resolution, etc.)
✓ Maturity of your COE supporting functions
✓ Turnover and talent gaps
✓ Key opportunities for automation
✓ Understand the value of nearshore outsourcing for your specific help
desk organization (Costa Rica, Colombia or hybrid)
✓ Key benefits you can get versus in-house model
✓ Recommended outsourcing model: dedicated versus shared
✓ Financial Business case
✓ Implementation roadmap
Contact adriana.bombaci@auxis.com to
schedule your assessment or if you have
any questions
12
Q&A
Thank you for attending!
Download Today!
Jose Alvarez
Jose.alvarez@auxis.com
Alvaro Prieto
Alvaro.prieto@auxis.com
Adriana Bombaci
Adriana.bombaci@auxis.com
14
Training & QA
Onboarding
QA Retraining
(After bad
evaluation)
6 Months
Refresh
(Keep team
trained)
Main Training Topics
• Service Desk Induction
• Procedures & tools
• Customer Service
• IT Basics & IT Leveling
• Documentation
• Ticket Handling
• Ticket System
• Customer Specifics
Processes
• Shadowing
• Nesting
Training Process QA Process
• Sample of 3 calls per agent
• QA Form evaluating dialog, script &
follow up including:
• Greeting & Closing
• Correct understanding of the issue
• Interpersonal skills
• Effective communication
• Hold/Mute time
• Troubleshooting
• Ticket Management
Evaluation
• Communication to agents
• Communication to customers
QA Dashboard
Refresh
• Action plans
• Focus groups
• Intervention
• Re Training
Agent
Feedback/Coaching
• Agent disagreement register
• Team Lead Review
• QA re-schedule
• QA confirmation/discharge
Calibration
15
Knowledge Management
Customer
Onboarding
Process
Mapping
KB Creation -
Exp Dates
Assigned
KB Approval
and Publication
KB Candidate -
Update
Submission
KB Evaluation -
Testing
KB update -
Exp Dates
renewed
KB Approval
and Publication
KB Candidate -
New
Submission KB Evaluation -
Testing
KB Creation -
Exp Dates
KB Approval
and Publication
Yearly
Recertification
Review Expired
Knowledge
Map new
processes
Update KBs –
Exp Dates
KB Approval
and Publication
Process Summary

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Hidden Benefits of Help Desk Outsourcing Webinar Recap

  • 1. Hidden Benefits of Help Desk Outsourcing: Auxis Center of Excellence Spotlight Webinar Jose Alvarez Head of IT Managed Services Auxis Alvaro Prieto Senior Managing Director of Technology Services Auxis Adriana Bombaci Business Development Sr Manager Auxis April 27th at 12:00pm ET
  • 2. Delivering a High-Quality Service Desk is Becoming Increasingly More Important and More Difficult... "Investments in help desk-related services are increasing from 25% to 50% nationwide" "North American Help Desks are experiencing an average turnover of 40% per year" "95% of organizations already outsourcing their help desk are planning to maintain or increase their level of outsourcing" Digital Transformation Work at Any Time From Anywhere Tight IT Budgets with Increasing Demands Technology Dependence Across The Enterprise Attracting & Retaining Talent Sources: -Gartner -Help Desk Institute -2020 Global Managed Services Report, Economic Times -2019 Help Desk Outsourcing Report, Computer Economics
  • 3. 3 Characteristics of a High-Performing Service Desk Whether you outsource or not, you need a modern help desk! Clearly defined services that are mapped to the business needs Process-dependent versus people dependent Robust web-based knowledge tool Workflow automation in core processes Self-service capabilities Strong performance metrics and proactive problem management Consumption-based pricing model Flexible staffing model to deal with business cycles
  • 4. 4 Benefits from Outsourcing your Help Desk Service Consistency Potential for extended hours of Service Best Practices and Improvement/Automation Opportunities Additional Talent pool to get high caliber talent Performance Management Flexible SLAs Quality and Knowledge Management Practices A Partner that will work with you towards great service Resource Management & Recruiting Increased Customer Satisfaction
  • 5. 5 What are some of the “not so obvious” benefits you would look for when outsourcing your Help Desk? Poll Question # 1 1. Increase Customer Satisfaction 2. Improve Service Consistency 3. Access to Best Practices 4. Better Reporting & Performance Management 5. Delegate Resource Management 57% 43% 57% 43% 71%
  • 6. 6 Transforming into a High Performing Help Desk while doing it in house can be challenging… Company User Help Desk Agents Traditional Help Desk Modern Help Desk Self Service & Automation Training Knowledge Base Workforce Management Metrics & Reporting Center of Excellence Tools & Technology
  • 7. 7 The Auxis Center of Excellence Works with client Customer Support operations to define Quality standards, aligned with customer expectations and requirements, the provides ongoing periodic call monitoring, evaluation and reporting of Agent performance based on these standards and requirements. Provides initial onboarding and overseeing nesting for new hires, and based on inputs from the Quality Assurance team, provides spot training for skills or process refresh or changes, based on established customer processes and operational requirements Works with client Customer Support operations to establish, monitor and update call forecast, and establish and manage workforce schedules to adjust to changes in call arrival patterns, call types, etc. Additionally, provides Real-Time Monitoring of customer contacts to help manage spikes in volume within the daily schedules. WORKFORCE MANAGEMENT TRAINING CUSTOMER SUPPORT CENTER OF EXCELLENCE QUALITY ASSURANCE Creates and maintains all processes and procedural documentation for trainers, agents and end-users to reference at all times. Publishes curated knowledge articles to the self-help portal including selected articles with self-healing capabilities. PROCESS & KNOWLEDGE MGMT REPORTING INNOVATION Creates and maintains all reports to track SLAs, KPIs and performance of operation, while also providing visibility to the customer. Works with the operation team to determine areas of opportunity to include innovation such as automation, bots, etc.
  • 8. 8 Which of these COE functions do you have in your Help Desk Operation today? Poll Question # 2 1. Workforce Management 2. Training & Quality Assurance 3. Knowledge Management 4. Reporting 5. Continuous Improvement & Innovation 17% 50% 67% 67% 50%
  • 9. 9 Real-World Client Success Stories 98% Customer Satisfaction Increased Focus on Innovation Extended Hours of Support to 24x7 Scalability & Best Practices 40% Cost Savings vs. In-House Model After a significant acquisition in the Americas, customer needed to modernize and expand their support model. Add new services and support a much larger number of users, while being able to improve the user experience and track key reporting metrics. Customer Satisfaction Surveys Self-Service Portal Chat Functionality CLIENT A Global private aviation company operating in more than 1,900 airports and 187+ countries
  • 10. 10 Real-World Client Success Stories Company resulted of a spin off, which required them to get all their IT operations built from the ground up. Processes, resources, intellectual knowledge, etc. Built agile, global operations Increased Flexibility & Scalability Improved Visibility & Metrics Reporting Access to Top IT Talent Creation of Policies, Procedures, Processes & Knowledge Base Metrics & Dashboard Reporting CLIENT B Global printing organization created from a spin-off from Kodak in 2019
  • 11. 11 Curious About the Benefit of Help Desk Outsourcing with Auxis? Schedule a Free Optimization Assessment Benefits you will get: ✓ Benchmark your current performance versus industry best practices: ✓ Cost structure ✓ Productivity per agent ✓ Quality and service consistency (e.g. first call resolution, etc.) ✓ Maturity of your COE supporting functions ✓ Turnover and talent gaps ✓ Key opportunities for automation ✓ Understand the value of nearshore outsourcing for your specific help desk organization (Costa Rica, Colombia or hybrid) ✓ Key benefits you can get versus in-house model ✓ Recommended outsourcing model: dedicated versus shared ✓ Financial Business case ✓ Implementation roadmap Contact adriana.bombaci@auxis.com to schedule your assessment or if you have any questions
  • 13. Thank you for attending! Download Today! Jose Alvarez Jose.alvarez@auxis.com Alvaro Prieto Alvaro.prieto@auxis.com Adriana Bombaci Adriana.bombaci@auxis.com
  • 14. 14 Training & QA Onboarding QA Retraining (After bad evaluation) 6 Months Refresh (Keep team trained) Main Training Topics • Service Desk Induction • Procedures & tools • Customer Service • IT Basics & IT Leveling • Documentation • Ticket Handling • Ticket System • Customer Specifics Processes • Shadowing • Nesting Training Process QA Process • Sample of 3 calls per agent • QA Form evaluating dialog, script & follow up including: • Greeting & Closing • Correct understanding of the issue • Interpersonal skills • Effective communication • Hold/Mute time • Troubleshooting • Ticket Management Evaluation • Communication to agents • Communication to customers QA Dashboard Refresh • Action plans • Focus groups • Intervention • Re Training Agent Feedback/Coaching • Agent disagreement register • Team Lead Review • QA re-schedule • QA confirmation/discharge Calibration
  • 15. 15 Knowledge Management Customer Onboarding Process Mapping KB Creation - Exp Dates Assigned KB Approval and Publication KB Candidate - Update Submission KB Evaluation - Testing KB update - Exp Dates renewed KB Approval and Publication KB Candidate - New Submission KB Evaluation - Testing KB Creation - Exp Dates KB Approval and Publication Yearly Recertification Review Expired Knowledge Map new processes Update KBs – Exp Dates KB Approval and Publication Process Summary