Customer Service on the Web —
Bringing Back the Human Touch
(Originally published in Messaging Magazine, November/December 1998)

By Russ Cohn, Brigade Solutions, Inc.

Customer support is in a state of crisis. As corporations deploy new support technologies, they increasingly alienate the very customers they hope to serve. The Internet is extending this unfortunate trend with nightmarish tales of robot e-mail responses that are neither accurate nor timely. A recent e-mail to a major corporation was returned to me 57 days later, with the following opener: "Let me begin this e-mail with our apologies."

Years ago we simply walked into a store and met face-to-face with the person who sold us the product in question. We resolved our issue on the spot, and that was it. Then came the toll-free help line, which provided little more than another distribution channel for elevator music. The norm today is a recorded voice that instructs us to press an endless sequence of buttons on the telephone handset, followed of course by an encore of elevator music. 

The Internet is bringing a frightening new twist to the customer support saga: self service. Also known as surf service, we are now made to answer our own questions by wading through dozens, sometimes hundreds of help pages on a corporate Website. When we send an e-mail in the hope of reaching a real live person somewhere in the bowels of corporate America, we often get a robotic guess at the answer. After all, there’s a reason for the oxymoron "artificial intelligence." Occasionally, we receive a 10 page list of frequently asked questions in our in-box, which is tantamount to the previously discovered surf service. 

The Internet has the potential to recreate the personal touch of customer service. Tools and technologies readily available today will enable a small group of human operators to respond to individual pleas for help. For the first time in history, we are on the brink of higher level of personal service. The following step-by-step guide shows how to get there. 

1. Define Your Mission

Know what you’re trying to accomplish. While all companies are, in principle, committed to providing great support, most ultimately focus on financial benefits. World class Internet support is defined as providing the right answer the first time in 24 hours. Decide if you want world class support, or if a simple autoresponse will suffice. Be honest about your dedication to quality, availability of budget, and timeline for results.

A reasonable goal might be to have customers try at least once to find their own answers on the web. A good Website should list frequently asked questions and should have simple navigation tools. If customers can’t find an answer quickly, chances are the answer isn’t there or it can’t be found easily. A segment of the population has absolutely zero patience for surfing. These individuals tend to complain loudly and repeatedly, and coincidentally they tend to spend a lot of money. They’re good customers, but difficult to serve. Be aware that on any given day, a segment of your customers want a "live" response from a real live representative of your organization.

2. Define Service Levels

Clarify your mission by defining a simple service level. A service level is a quantitative measurement of performance. The most current framework is a certain high percent completed within a reasonable time period, for example: "95% completion in 24 hours." Avoid extremes such as 100% completion or average completion, since these can be easily biased and they don’t provide a complete picture of performance. Mission critical products and services will probably need a higher service level, for example 99% completion within several hours or minutes. 

Keep the service level simple and standard so that others can use it. At some point you will transition the support function to another manager or to an outsource agent. Such transitions usually take place at the worst possible moment, so it’s nice to have a standard service level already in place.

3. Build the Business Case

Internet support has extreme cost advantages over conventional phone support—compare $10 for a typical phone-based incident to $2 for a typical Internet-based incident. Automated systems can be even cheaper if they reliably provide the correct answer the first time. Unfortunately, most auto agents are only accurate 30% of the time. The downside of automation is that if it doesn’t work well, customers tend to call in to the help line. That scenario not only misses the savings opportunity, but it incurs an extra expense in implementing the new, unsuccessful automated technology. 

Be aware of auxiliary expenses. Systems, training, IT support, ongoing management, foreign language support, and quality control can have serious budgetary impact.

4. Map the Interface Points

Know where support affects the rest of the organization. For example, clear standard responses with the appropriate product managers to validate accuracy. Certain difficult questions will need to be "escalated" to an appropriate expert within the organization, in marketing, product development, or investor relations, for example. Be proactive about activities in other parts of the company that will impact the service level, for example, product launches or technical glitches. 

5. Select Systems

This is the death trap for many. There are so many systems out there that you can easily spend a full year testing them, only to discover that new versions are out and hence the need for another round of tests. This phenomenon is known as "analysis paralysis." It sounds silly, but I’ve seen it happen many times. Give yourself a timeline for system selection—2 months should be enough—and stick to it. If you can’t finish it by then, your best option is early retirement. 

When selecting systems, choose a workflow engine to keep track of all those e-mails whizzing around. A knowledgebase engine is needed to keep track of the 200 or so most frequently asked questions, along with their updates. Both the workflow engine and the knowledgebase engine should interface with the Website to create a single support architecture. 

There are too many vendors to list here. My own advice is to keep it simple. Since most systems in this category are in version 1.0, be prepared to upgrade to newer and better systems every few months. Be sure to test systems against your particular needs. Whatever systems you choose, check that their reports adequately support your service level reporting needs. Ask about any capabilities that you will want in the near future, such as foreign languages, or allowing CyberReps to work remotely from home. If you are considering outsourcing, be sure that your systems support that.

Always see a live demo, or better yet, an extended evaluation period. In the end, be prepared to spend $100,000 to $300,000 for a full set of systems. Implementation typically doubles the ultimate price tag, and can take up to 6 months. More than half of all large scale systems installations fail to meet their original objectives, so once again, keep it simple. 

6. Build the Knowledgebase

A strong knowledgebase greatly improves the quality and efficiency of support. Invest the time to build a thorough list of common answers, and be sure to check the answers for internal consistency, spelling, and grammar. It’s wise to elicit input from other groups such as product development, sales, and even PR. 

A good knowledgebase is the key to scalability. Once systems and answers are in place, it’s relatively easy to hire and train new reps to handle sudden increases in volume. Without a knowledgebase, quality and throughput will never improve, and turnover will have a detrimental and sudden impact on performance. Management attention will be sucked into keeping up with the daily workload, and no energy will be left to make fundamental improvements to systems and procedures. 

7. Hire and Train CyberReps

Customer support is inherently labor intensive. Hire the best people you can afford. Simple mistakes, like accidentally canceling a valued customer’s account, can be costly and embarrassing. People remember the worst support mistakes, so hire people that are reliable and consistent. The best approach to hiring is to target responsible individuals who have an interest in the product or service at hand. Test all applicants for their knowledge of the product, the Internet, writing style, typing skills, and genuine interest in the role.

Training is far more complex. There is no secret here, other than to expect a learning curve of four to eight weeks. Training is best done "over the shoulder" when the support staff is small and the support issues are new to the entire group. As volume get bigger over time and the issues are documented, formal instruction on support procedures makes sense. 

8. Pilot Extensively

Beware Pandora’s box. Once you open the floodgates of Internet-based support, it’s easy to get inundated with thousands of
e-mails. I’m aware of one company that unexpectedly received over 100,000 e-mails in a single day! Be sure that policies, systems, and people are ready for life on Internet time.

One way to test your offering is to run a pilot program. Start with a small volume of messages for a period of one month or less. Measure performance against your service level. A good pilot program will reveal unexpected challenges, and will bring confirmation of many of your initial assumptions. Once the pilot is complete, you may want to spend several weeks tweaking your offering before going to prime time. 

9. Scale Up

You now have systems, staff, a knowledgebase, and pilot experience. Ideally, the only remaining challenge is to expand the program to accommodate the entire volume of incoming messages within the confines of the service level. If all previous work was done correctly, scaling up is easy. Focus on daily performance levels, and routine improvements to the knowledgebase. 

10. Repeat

As luck would have it, the moment the first iteration of Internet support is in place and stable, the world will change. Someone in the organization will want to include foreign languages, additional products and functions, and the ability to allow CyberReps to work from home. New products will need new support, competitors will exert new pressures, customer expectations will rise, systems will crash, and the Internet itself will evolve. Be prepared to reinvent the Internet support program every 18 months. 

But some things won’t change. New products will still go to market before they are truly stable, and customers will still want personalized service. Let’s just hope elevator music never comes back in style.