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FBLA Help Desk

Official 2023 Competencies

  • Support Center Infrastructure and Procedures

  • Customer Mangement

  • Help Desk Operations and Procedures

  • Communication

  • Professional Career and Leadership Skills

Resources

Communication Skills


Abandon Rate %

The percentage of abandoned calls compared to the total number of calls received

Abandoned Call

When caller hangs up before analyst answers

Accessibility

How easily the service desk can be reached by service desk staff, other employees of the company, and customers

Acoustic Shock

Symptoms of discomfort and pain that a person will experience after hearing a loud, unexpected sound via telephone or headset

Incident Report

All of the fields that describe a single incidentDescription of incidentA unique identification number assigned to incident for trackingThe date and time the incident is reported

Customer Needs

Motivators and drivers that cause customers to seek out specific types of products or services

Emotion-Reducing Model

Process for reducing customer emotion in situations when frustration or angel exists

User-Forum

A feature of a website where a writer posts messages and invites members of a user community to comment on them

Techniques for Cross-Cultural Communication

- Avoid slang- Speak slowly- Keep it simple- Actively listening- Avoid closed questions- Write things down

Types of Language Assistance

- In-person interpreters- Bilingual staff- Remote interpreting systems- telephone/video systems

Emotional Intelligence

The ability to manage both your own emotions and understand the emotions of people around you
Key Elements:- Self-awareness- Self-regulation- Motivation- Empathy- Social Skills
https://mhanational.org/what-emotional-intelligence-and-how-does-it-apply-workplace
Why important?- Helps build relationships- Reduce team stress- Defuse conflict- Improve job satisfaction

Emotional Hijack

When the emotional part of the brain hijacks your normal reasoning process- Overreacting- Lashing out- Becoming overstressed/inproductive

- Lose the ability to think clearly, make complex decisions- No longer have empathy, see other perspectives

Paraphrasing

Rephrasing what is understood to be the key message of the client’s communication- Lets clients know that you understand their concerns from their perspective

Barriers to Active Listening

Barriers- Physical- Environmental- Cultural- Emotional/Psychological- Language- Tone of Voice

Principles & Benefits of Active Listening

Undivided attentionAcknowledge the messageProvide feedbackUnderstand what they’re saying
BenefitsBuilds relationshipsResolves conflictPrevents missing important informationIdentify problemsBuild knowledge

Communication Styles

Passive, Aggressive, Passive-Aggressive, Assertive
Create a situation to give them a win, ask specific targeted questions, match their pace

Communication Process

SenderMessageChannel of communicationDecodingReceiverFeedback

Deductive vs. Inductive Reasoning

DeductiveReasoning aims at testing an existing theory- General facts to Specific facts
InductiveReasoning aims at developing a theory- Specific Facts to General Facts

Customer Management


Incident

A single event where one of your organization’s services isn’t performing as desiredEx: Logging into software which isn’t resolved even when they reset their password

Purpose of Incident Management Processhttps://customerserviceops.pagerduty.com/incidents/

To restore normal service operation as quickly as possible and minimize the adverse impact on business operation, ensuring that agreed levels of service quality are maintained When multiple disconnected CSR are hearing from customers and creating duplicate tickets and reach outs, valuable time is wasted in both the identification and resolution

Incident Management Process

1. Incident Identification2. Incident Categorization3. Incident Prioritization4. Incident Response
5. Incident Closure6. Recording & Report

Incident Identification

Record references 1. Name or ID Number2. Description3. Date4. Incident Manager

Incident Categorization

Categorize incident by urgency- allows the team to correctly prioritize incidents- makes sure substantial problems are fixed first

Incident Prioritization

Consider what other incidents your prioritizing over As well as what other tasks need to be completed

Aggregation of Customer-reported issues https://customerserviceops.pagerduty.com/incidents/

Geographic aggregation: “We’re seeing increased reports of issues from customers in central and southern Europe, but not northern Europe.” Data partitioning: “We’re seeing increased reports of issues for customers with account numbers starting with 1-4 only.” Product versioning: “We’re seeing increased reports of issues for customers on version 5.1 of the client software” or “customers using Android are reporting more problems than customers using iOS.” Feature partitioning: “Only accounts with the new Teapot Customization feature enabled are seeing issues.”

Service Request https://buildahelpdesk.com/it-service-request/#:~:text=A%20Service%20Request%20is%20a,that%20down%20a%20little%20more.

A process for your Help Desk customers to request system access, information or a standard low-risk change to be fulfilled 1. Customers requesting access to an application, file system or website is a service request*- ex*: If a customer needs access to a specific financial directory, they will contact Help Desk 2. Customers will call the Help Desk for basic or technical information 3. Customers call the Help Desk for a standard change which is low risk and common request for service- Standard Changes include installing software, upgrading hardware, ordering accessories

Incident vs. Service Request

Service Req. is when a customer needs access, information, or standard change Incident: An event not part of the standard operation of the service causing an interruption to the quality of the service

Service Level Agreements (SLAs)

Agreed to by IT and the customers so both parties have the same expectations Defines the level of service expected by a customer from a supplier

Operational Level Agreements (OLA) https://www.bmc.com/blogs/ola-operational-level-agreement/

Internal agreements that a service provider defines for internal users to meet SLAs Describes the responsibilities of each internal support group toward other support groups, including the process and timeframe for delivery of their services

Underpinning Contracts

Agreements that are used to track performance between an external service provider and a vendor

Best Practices of Service Request

Focus on the request fulfillment process by services most frequently requested Every request for service needs to have a corresponding ticket created and correctly categorized

Professionally Transferring Calls

- Ask customer if they mind being placed on hold- Offer the option to leave a message or call back later- Minimize using the hold function- Make sure callers know why they’re being placed on hold

Professionally Ending Calls

- Agent fill in the ticket, complete call- Then, ask if there is anything else they can help with AND if the customer was sufficiently helped - If issue wasn’t resolved, be assuring and honest that it will be resolved in a swiftly fashion

Assertiveness, Aggressiveness, Passive

Assertive people state their opinions while being respectful Aggressive attack or ignore others’ opinions in favor of their own Passive people don’t state their opinions at all

Support Center Infrastructure & Procedure


Common Technology Used in the Support Center https://quizlet.com/412494079/help-desk-support-center-infrastructure-and-procedures-flash-cards/

- Workflow- Reporting Systems- Self-Service Systems- Self-Healing Systems- Alert Systems- Broadcast Systems- Email Management

Workflow Technology

A system for managing repetitive processes and tasks which occur in a particular order

Reporting System

A system that enables a company to measure, track, manage, and communicate its performance and progresses

Self-Service Systems

An easy way for customers to find answers to simple questions about products, services, and policies- help center- customer portal- support center

Self-Healing System

A system that uses quality data to intelligently help IT anticipate issues fast and even before they impact end users & their productivity

Alert System

A system to notify support team of emergency situations, failed services, etc.

Broadcast System

Computer Telephony Integration (CTI)

Any technology that allows telephones to interact with computers

Vaporware

Software/Hardware that has been advertised but is not yet available to buy

Critical Path

A sequence of tasks that must be completed on time to meet a project’s deadline

Overflow Routing

A common ACD feature- sends calls to another agent queue when one queue is long or calls have been in a queue longer than the pre-defined time period

Remote Support Tools

IT tools and software that enable support representatives to connect a remote computer from their consoles via the internet

Eustress

A healthy form of stress that keeps you motivated and enables a sense of accomplishment

Warm Transfer

When you introduce the customer and the service provider to whom you are transferring the call but you don’t stay on the line

Cold Transfer

When the caller is simply transferred to another agent without a receptionist or live agent speaking with them first. The desired extension is not informed of the incoming call.

3 Types of Security Policies

- Program policies, issue-specific policies, system-specific policies

WWW Technology

The way computers/devices communicate with each other using mark up languages- HTMP, CSS, HTTP, URL

ITIL Certification (Information Technology Infrastructure Library) https://www.indeed.com/career-advice/career-development/what-is-itil-certification#:~:text=Answers%20and%20Tips)-,ITIL%20Expert%20certification,Manage%20Across%20the%20Lifecycle%22%20exam.-,ITIL%20Expert%20certification,Manage%20Across%20the%20Lifecycle%22%20exam.)

SSPA Certification(Supplier Security & Privacy Assurance)

FBLA Help Desk

Official 2023 Competencies

  • Support Center Infrastructure and Procedures

  • Customer Mangement

  • Help Desk Operations and Procedures

  • Communication

  • Professional Career and Leadership Skills

Resources

Communication Skills


Abandon Rate %

The percentage of abandoned calls compared to the total number of calls received

Abandoned Call

When caller hangs up before analyst answers

Accessibility

How easily the service desk can be reached by service desk staff, other employees of the company, and customers

Acoustic Shock

Symptoms of discomfort and pain that a person will experience after hearing a loud, unexpected sound via telephone or headset

Incident Report

All of the fields that describe a single incidentDescription of incidentA unique identification number assigned to incident for trackingThe date and time the incident is reported

Customer Needs

Motivators and drivers that cause customers to seek out specific types of products or services

Emotion-Reducing Model

Process for reducing customer emotion in situations when frustration or angel exists

User-Forum

A feature of a website where a writer posts messages and invites members of a user community to comment on them

Techniques for Cross-Cultural Communication

- Avoid slang- Speak slowly- Keep it simple- Actively listening- Avoid closed questions- Write things down

Types of Language Assistance

- In-person interpreters- Bilingual staff- Remote interpreting systems- telephone/video systems

Emotional Intelligence

The ability to manage both your own emotions and understand the emotions of people around you
Key Elements:- Self-awareness- Self-regulation- Motivation- Empathy- Social Skills
https://mhanational.org/what-emotional-intelligence-and-how-does-it-apply-workplace
Why important?- Helps build relationships- Reduce team stress- Defuse conflict- Improve job satisfaction

Emotional Hijack

When the emotional part of the brain hijacks your normal reasoning process- Overreacting- Lashing out- Becoming overstressed/inproductive

- Lose the ability to think clearly, make complex decisions- No longer have empathy, see other perspectives

Paraphrasing

Rephrasing what is understood to be the key message of the client’s communication- Lets clients know that you understand their concerns from their perspective

Barriers to Active Listening

Barriers- Physical- Environmental- Cultural- Emotional/Psychological- Language- Tone of Voice

Principles & Benefits of Active Listening

Undivided attentionAcknowledge the messageProvide feedbackUnderstand what they’re saying
BenefitsBuilds relationshipsResolves conflictPrevents missing important informationIdentify problemsBuild knowledge

Communication Styles

Passive, Aggressive, Passive-Aggressive, Assertive
Create a situation to give them a win, ask specific targeted questions, match their pace

Communication Process

SenderMessageChannel of communicationDecodingReceiverFeedback

Deductive vs. Inductive Reasoning

DeductiveReasoning aims at testing an existing theory- General facts to Specific facts
InductiveReasoning aims at developing a theory- Specific Facts to General Facts

Customer Management


Incident

A single event where one of your organization’s services isn’t performing as desiredEx: Logging into software which isn’t resolved even when they reset their password

Purpose of Incident Management Processhttps://customerserviceops.pagerduty.com/incidents/

To restore normal service operation as quickly as possible and minimize the adverse impact on business operation, ensuring that agreed levels of service quality are maintained When multiple disconnected CSR are hearing from customers and creating duplicate tickets and reach outs, valuable time is wasted in both the identification and resolution

Incident Management Process

1. Incident Identification2. Incident Categorization3. Incident Prioritization4. Incident Response
5. Incident Closure6. Recording & Report

Incident Identification

Record references 1. Name or ID Number2. Description3. Date4. Incident Manager

Incident Categorization

Categorize incident by urgency- allows the team to correctly prioritize incidents- makes sure substantial problems are fixed first

Incident Prioritization

Consider what other incidents your prioritizing over As well as what other tasks need to be completed

Aggregation of Customer-reported issues https://customerserviceops.pagerduty.com/incidents/

Geographic aggregation: “We’re seeing increased reports of issues from customers in central and southern Europe, but not northern Europe.” Data partitioning: “We’re seeing increased reports of issues for customers with account numbers starting with 1-4 only.” Product versioning: “We’re seeing increased reports of issues for customers on version 5.1 of the client software” or “customers using Android are reporting more problems than customers using iOS.” Feature partitioning: “Only accounts with the new Teapot Customization feature enabled are seeing issues.”

Service Request https://buildahelpdesk.com/it-service-request/#:~:text=A%20Service%20Request%20is%20a,that%20down%20a%20little%20more.

A process for your Help Desk customers to request system access, information or a standard low-risk change to be fulfilled 1. Customers requesting access to an application, file system or website is a service request*- ex*: If a customer needs access to a specific financial directory, they will contact Help Desk 2. Customers will call the Help Desk for basic or technical information 3. Customers call the Help Desk for a standard change which is low risk and common request for service- Standard Changes include installing software, upgrading hardware, ordering accessories

Incident vs. Service Request

Service Req. is when a customer needs access, information, or standard change Incident: An event not part of the standard operation of the service causing an interruption to the quality of the service

Service Level Agreements (SLAs)

Agreed to by IT and the customers so both parties have the same expectations Defines the level of service expected by a customer from a supplier

Operational Level Agreements (OLA) https://www.bmc.com/blogs/ola-operational-level-agreement/

Internal agreements that a service provider defines for internal users to meet SLAs Describes the responsibilities of each internal support group toward other support groups, including the process and timeframe for delivery of their services

Underpinning Contracts

Agreements that are used to track performance between an external service provider and a vendor

Best Practices of Service Request

Focus on the request fulfillment process by services most frequently requested Every request for service needs to have a corresponding ticket created and correctly categorized

Professionally Transferring Calls

- Ask customer if they mind being placed on hold- Offer the option to leave a message or call back later- Minimize using the hold function- Make sure callers know why they’re being placed on hold

Professionally Ending Calls

- Agent fill in the ticket, complete call- Then, ask if there is anything else they can help with AND if the customer was sufficiently helped - If issue wasn’t resolved, be assuring and honest that it will be resolved in a swiftly fashion

Assertiveness, Aggressiveness, Passive

Assertive people state their opinions while being respectful Aggressive attack or ignore others’ opinions in favor of their own Passive people don’t state their opinions at all

Support Center Infrastructure & Procedure


Common Technology Used in the Support Center https://quizlet.com/412494079/help-desk-support-center-infrastructure-and-procedures-flash-cards/

- Workflow- Reporting Systems- Self-Service Systems- Self-Healing Systems- Alert Systems- Broadcast Systems- Email Management

Workflow Technology

A system for managing repetitive processes and tasks which occur in a particular order

Reporting System

A system that enables a company to measure, track, manage, and communicate its performance and progresses

Self-Service Systems

An easy way for customers to find answers to simple questions about products, services, and policies- help center- customer portal- support center

Self-Healing System

A system that uses quality data to intelligently help IT anticipate issues fast and even before they impact end users & their productivity

Alert System

A system to notify support team of emergency situations, failed services, etc.

Broadcast System

Computer Telephony Integration (CTI)

Any technology that allows telephones to interact with computers

Vaporware

Software/Hardware that has been advertised but is not yet available to buy

Critical Path

A sequence of tasks that must be completed on time to meet a project’s deadline

Overflow Routing

A common ACD feature- sends calls to another agent queue when one queue is long or calls have been in a queue longer than the pre-defined time period

Remote Support Tools

IT tools and software that enable support representatives to connect a remote computer from their consoles via the internet

Eustress

A healthy form of stress that keeps you motivated and enables a sense of accomplishment

Warm Transfer

When you introduce the customer and the service provider to whom you are transferring the call but you don’t stay on the line

Cold Transfer

When the caller is simply transferred to another agent without a receptionist or live agent speaking with them first. The desired extension is not informed of the incoming call.

3 Types of Security Policies

- Program policies, issue-specific policies, system-specific policies

WWW Technology

The way computers/devices communicate with each other using mark up languages- HTMP, CSS, HTTP, URL

ITIL Certification (Information Technology Infrastructure Library) https://www.indeed.com/career-advice/career-development/what-is-itil-certification#:~:text=Answers%20and%20Tips)-,ITIL%20Expert%20certification,Manage%20Across%20the%20Lifecycle%22%20exam.-,ITIL%20Expert%20certification,Manage%20Across%20the%20Lifecycle%22%20exam.)

SSPA Certification(Supplier Security & Privacy Assurance)