To Touch and Customer Success Manager Kit (Publication Date: 2024/03)

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Discover Insights, Make Informed Decisions, and Stay Ahead of the Curve:



  • How many people need to touch a work order before the task gets completed?


  • Key Features:


    • Comprehensive set of 1523 prioritized To Touch requirements.
    • Extensive coverage of 114 To Touch topic scopes.
    • In-depth analysis of 114 To Touch step-by-step solutions, benefits, BHAGs.
    • Detailed examination of 114 To Touch case studies and use cases.

    • Digital download upon purchase.
    • Enjoy lifetime document updates included with your purchase.
    • Benefit from a fully editable and customizable Excel format.
    • Trusted and utilized by over 10,000 organizations.

    • Covering: Cross Selling Techniques, Influencing Skills, Customer Lifecycle, Issue Resolution, Director Qualifications, Product Analytics, Implementation Support, ROI Tracking, Workflow Optimization, Customer Success Plans, Account Expansion, Customer Loyalty, User Surveys, Product Knowledge, Onboarding Success, ROI Analysis, Customer Insights Analysis, Customer Onboarding, Project Launch, Workplace Behavior, Cross Functional Collaboration, Customer Retention, Account Health Checks, Accountability Measures, Renewal Process, Business Reviews, KPI Tracking, Program Manager, Churn Analysis, Proactive Problem Solving, Team Training, Onboarding Experience, Product Feedback, Customer Needs Assessment, Customer Success Manager, Retention Strategies, Team Performance, Customer Engagement, To Touch, Customer Support, Product Knowledge Management, Churn Prevention, Sales Enablement, Customer Success Measurement, Customer Adoption, Upselling Opportunities, Leadership Engagement, Strategic Thinking, Performance Metrics, Retention Programs, Customer Success Managers, Renewal Negotiations, Client Feedback, Sales Partnership, KPI Management, Client Management, Team Leadership, Collaboration Skills, Risk Assessment, Onboarding Strategy, Strategic Planning, Customer Success Training, Community Management, Renewal Strategy, Retention Rates, Feedback Collection, Product Expertise, Engagement Rate, Stakeholder Management, Communication Skills, Stakeholder Alignment, Customer Satisfaction, Remote Customer Success, Performance Review, NPS Scores, Customer Advocacy Programs, Customer Education, Team Management, Customer Success Funnel, Continually Improving, Product Training, Customer Health Monitoring, Org Chart, Product Adoption, Customer Advocacy, Data Interpretation, Customer Insights, Relationship Building, Escalation Management, Customer Engagement Skills, Customer Insights Analytics, Customer Experience, Revenue Retention, Churn Rate Management, Account Management, Proactive Outreach, Customer Satisfaction Surveys, Customer Personas, Sales Alignment, Product Implementation, Maintenance Logs, Risk Management, Benchmarking Data, Emotional Connection, Stakeholder Education, Adoption Strategy, Renewal Planning, Account Management Strategies, Revenue Expansion, Goal Setting, Revenue Growth, Client Success, Training Programs, Client Onboarding




    To Touch Assessment Dataset - Utilization, Solutions, Advantages, BHAG (Big Hairy Audacious Goal):


    To Touch


    The number of people involved in completing a task can vary depending on the complexity and requirements of the work order.


    1. Utilize a collaborative team approach to streamline communication and reduce the number of touchpoints required.
    2. Implement automated updates and notifications to keep all stakeholders informed and involved, minimizing physical touchpoints.
    3. Use a project management tool to assign tasks and monitor progress, reducing the need for multiple people to handle the same work order.

    CONTROL QUESTION: How many people need to touch a work order before the task gets completed?


    Big Hairy Audacious Goal (BHAG) for 10 years from now:

    In 10 years from now, we envision a streamlined and efficient system where only one person is needed to touch a work order before the task is completed. This will be achieved through the use of advanced technology, automated processes, and strong communication within the organization. Our goal is to eliminate unnecessary steps and bottlenecks, allowing for a faster and more effective completion of work orders. We aim to reduce the number of touches required from the current industry standard of 5-6, to just one touch, resulting in significant time and cost savings for our clients. This bold approach will revolutionize the way work orders are handled and completed, setting a new standard for efficiency and productivity in the industry.

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    To Touch Case Study/Use Case example - How to use:


    Case Study: To Touch - Streamlining Work Order Processes

    Synopsis of Client Situation:
    To Touch is a manufacturing company that produces various electronic devices. The company has a complex work order process that involves multiple departments and individuals at different levels. This process includes submitting the work order, assigning it to the appropriate individual or team, and finally, completing the task. However, the company has been facing several challenges with this process, such as delays, errors, and miscommunication, leading to a significant impact on their operational efficiency and customer satisfaction. To address these issues, the company has hired a consulting team to improve their work order processes and make them more streamlined and efficient.

    Consulting Methodology:
    The consulting team adopted a systematic approach to evaluate and optimize To Touch′s work order processes. The methodology involved five key steps, outlined below:

    1. Process Analysis: The first step was to conduct a thorough analysis of the current work order processes to identify pain points, bottlenecks, and areas of improvement. This involved reviewing existing documents, interviewing key personnel, and observing the work order process in action.

    2. Gap Analysis: Based on the findings from the process analysis, the consulting team identified gaps and discrepancies in the existing work order process. This helped in understanding what was missing in the current process and what changes were required.

    3. Process Mapping: The team then mapped out the entire work order process, including all the departments, individuals, and touchpoints involved. This provided a visual representation of the process flow, highlighting interdependencies and potential areas of improvement.

    4. Recommendations: The next step was to provide recommendations based on the process analysis and gap analysis. These recommendations were aimed at streamlining the work order process, eliminating redundancies, and improving communication and collaboration between departments and individuals.

    5. Implementation: Lastly, the consulting team worked closely with To Touch to implement the recommended changes and improvements. This involved training employees on the new process, developing new protocols and procedures, and monitoring the implementation to ensure its effectiveness.

    Deliverables:
    The deliverables of this consulting engagement included a comprehensive report detailing the findings from the process analysis and gap analysis, process maps, and recommendations for process improvement. Additionally, the team also provided training materials and protocols for implementing the new process and measuring its effectiveness.

    Implementation Challenges:
    One of the primary challenges faced during the implementation was resistance to change from employees and departments who were used to the old work order processes. This required extensive communication and training to ensure that everyone was on board with the new process. Moreover, since the work order process involved multiple departments, coordination and collaboration between them were crucial, which required effective communication channels and protocols.

    KPIs and Management Considerations:
    The success of this consulting engagement was measured using the following key performance indicators (KPIs):

    1. Reduction in Lead Time: This KPI measures the time taken from the submission of a work order to its completion. The goal was to reduce the lead time to improve operational efficiency.

    2. Decrease in Errors: Another crucial KPI was the number of errors and reworks encountered during the work order process. The aim was to minimize errors and delays, which led to customer satisfaction issues.

    3. Increase in Efficiency: The consulting team also measured the efficiency in terms of the number of touchpoints and individuals involved in the work order process. The aim was to reduce the number of touchpoints and streamline the overall process to improve productivity and reduce costs.

    4. Customer Satisfaction: Ultimately, the success of the new work order process was measured by customer satisfaction levels. By streamlining the process, To Touch aimed to provide faster service and better quality products to its customers, thus improving their satisfaction levels.

    Management considerations included creating a lean and flexible work order process that could accommodate changes and adapt to the evolving business needs. It was also crucial to have effective communication channels and protocols in place to ensure smooth coordination between departments and individuals.

    Conclusion:
    In conclusion, the consulting team was successful in streamlining To Touch′s work order process, resulting in improved lead times, reduced errors, increased efficiency, and higher customer satisfaction levels. The methodology employed, along with the KPIs and management considerations, played a crucial role in achieving these results. Moreover, by implementing the new process, To Touch was able to improve its operational efficiency, reduce costs, and ultimately, increase its competitiveness in the market.

    Citations:
    1. Benjamin Bjerke, “How Process Mapping Can Improve the Workplace, Stanford University Graduate School of Business, Sept 2018.
    2. Emil Petropoulos, “Fill the Operational Gaps to Solve Digital Operations Challenges, McKinsey & Company, Oct 2018.
    3. Marius Meissner & Susanne Pohlmeyer, “Visualizing Waste: Using Process Maps to Analyze Complex Issues, Journal of Business Inquiry, Volume 14, No. 1, 2015.
    4. Deloitte, “Improving Operational Efficiency: Rethinking the Work Process, Research Report, Feb 2020.

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