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Copyright © 2013 Tata Consultancy Services Limited
Andrea Kis
Service Management and Integration Consultant
April 2013
Business Relationship Management &
the Service Desk
Why the service desk must build business relationships if
it wants to prosper
Document Name
TCS Confidential
Agenda
Business Relationship Management and ITIL
Personal Relationships
Service Interactions
Rather being punched than call customer services?
BRM is like being in a relationship
The Service Desk’s role in BRM
Real life examples
Q&A
Document Name
TCS Confidential
Content
‘At some point in our lives we can all be both customers
and service providers.’
Andrea Kis
Takeaways
•Understand business relationship management from a non-process
structured point of view
•How to improve customer satisfaction by building relationships
•Advice for empowering service desk staff so they build relationships
- 2 -
Document Name
TCS Confidential
Business Relationship Management
“Business Relationship Management aims to maintain a
positive relationship with customers. ITIL Business
Relationship Management identifies the needs of existing
and potential customers and ensures that appropriate
services are developed to meet those needs. “
ITIL v2011
- 3 -
Document Name
TCS Confidential
The Theory of Personal Relationships
The categories of personal relationships:
What ties us together?
What’s in it for me?
The focus must be on the relationship from the viewpoint
of the customer rather than the service supplier or
supporter.
- 4 -
Document Name
TCS Confidential
The Two Types of Service Interaction
- 5 -
Traditional: Service Relationship
Newer form: Service Encounter
People went to the same
butcher, the same barber,
the same doctor and the
same bank teller when
they needed service. Takes places between two
strangers who do not expect
to interact in the future.
Document Name
TCS Confidential
The Hybrid Service Interaction
Hybrid model: Pseudo relationship
Don’t fall into the trap of ‘fake relationships’
- 6 -
Document Name
TCS Confidential
Rather being punched than call customer services?
Result of a ‘fake relationship’
http://theoatmeal.com/comics/customer_service
- 7 -
Document Name
TCS Confidential
BRM is like being in a relationship
Treat your
customer
s right Be fair
and
honest
with them,
build their
trust
Listen to
your
customer
s
Show
them you
care
Treat
them like
a valued
partner
Help them
to
understand
life on the
Service
Desk
Show
them their
feedback
& opinion
matters.
Be open
about
your
mistakes
Take
responsib
ility,
regardles
s of the
outcome
- 8 -
Document Name
TCS Confidential
The Service Desk’s role in BRM
Good BRM requires
understanding and effort
from both parties (the
Service Desk and
customers/the business).
- 9 -
Empower the SD
Define their role
in the BRM
process
Prepare them for
encounters
anywhere at
anytime
Prepare the team
to become the
ambassadors of a
service provider
Provide them
training on
customer/business
awareness
Prepare the SD for
the changing
customer
needs/business
requirements
Provide them
with the right
tools for their
trade
Make them help
the business to
understand life on
the Service Desk
The Service Desk
Manager should
lead by example –
influence BRM
Document Name
TCS Confidential
The Evolving BRM and the Service Desk
Customer relationships can evolve and change over
time, just as the Service Desk can change and evolve
too.
The Service Desk plays a vital role in this change
An Individual or team‟s behaviour
determines the relationship
Service Desk = IT (Support Provider)
in the eyes of the Business
- 10 -
Document Name
TCS Confidential
Summary - The Service Desk plays a vital role in BRM
BRM is easy, it is a natural behaviour we practice without thinking
about it in our personal lives.
- 11 -
TRAIN
COAC
H EMPOWER
LET THE TEAM BUILD REAL
RELATIONSHIPS
GIVE THEM THE RIGHT
TOOLS
LET THEM LEAVE THEIR
DESKS
Document Name
TCS Confidential
BRM examples from those working on the Service Desk
“There is nothing quite like ensuring that the team is aware of what the business does to
ensure that our customers know we understand what they do. Recently I have sent
Service Desk Technicians out to our mobile information units (buses) for the day. This
gives us a real insight into the issues experienced by them and the customers value being
„listened to‟ by the Service Desk.”
“Building that relationship with the customer starts from the time a
Service Desk Technician picks up the phone. Yet it seems to be one of the
areas that is not always addressed.
Listening/silent monitoring calls identified that some technicians were very good at
engaging with customers. It became clear that comprehensive training was required for all
technicians to ensure that the customer experience when contacting the Service desk
was always of a high standard now referred to „Customer Etiquette‟. One of the
examples is that we don‟t always assume that the customer is available to talk to us when
we call. I truly believe you can get more out of the customer if you have made the effort to
understand your customer and your customer needs.”
Lena Gaston, Service Desk Manager – Macmillan Cancer Support
http://www.macmillan.org.uk
- 12 -
Document Name
TCS Confidential
“When I worked for a major New Zealand broadcaster, I initiated a new Service Desk
team, replacing the existing team with people from a non-technical background with
people with customer facing skills. They ranged from an ex-desktop support engineer,
through to an ex-Vodafone CSR to an ex-repo man.
The repo man was excellent in the fact that he was able, through his training and
experience, to diffuse difficult situations and bring irate customers back "onside". The
new team were also good at keeping customers / users (if Rob England is watching, then
he will have a view on whether these are customers or users :-) ) informed and updated.
Visibility and communication are more important in a way than speedy resolution times.
Although the latter is important too.”
“The other example was with a NZ energy provider where I mentored the SD manager,
and explained to her the benefits of getting out and talking to the business more.
I encouraged her to go to the power station, go and talk to the trading
teams and build relationships, and get to understand what they wanted
from the SD.
One thing I didn't mention was the fact that by building these relationships, when things
did go wrong, they knew that the SD understood and cared, so they were more tolerant.”
James Gander , Gander Service Management Ltd. www.gander.co.nz
- 13 -
BRM examples from those working on the Service Desk
Document Name
TCS Confidential
Q&A
- 14 -
Thank you for listening 
Twitter: @AndieKis
LinkedIn: http://www.linkedin.com/in/andiekis

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Business Relationship Management & the Service Desk

  • 1. Copyright © 2013 Tata Consultancy Services Limited Andrea Kis Service Management and Integration Consultant April 2013 Business Relationship Management & the Service Desk Why the service desk must build business relationships if it wants to prosper
  • 2. Document Name TCS Confidential Agenda Business Relationship Management and ITIL Personal Relationships Service Interactions Rather being punched than call customer services? BRM is like being in a relationship The Service Desk’s role in BRM Real life examples Q&A
  • 3. Document Name TCS Confidential Content ‘At some point in our lives we can all be both customers and service providers.’ Andrea Kis Takeaways •Understand business relationship management from a non-process structured point of view •How to improve customer satisfaction by building relationships •Advice for empowering service desk staff so they build relationships - 2 -
  • 4. Document Name TCS Confidential Business Relationship Management “Business Relationship Management aims to maintain a positive relationship with customers. ITIL Business Relationship Management identifies the needs of existing and potential customers and ensures that appropriate services are developed to meet those needs. “ ITIL v2011 - 3 -
  • 5. Document Name TCS Confidential The Theory of Personal Relationships The categories of personal relationships: What ties us together? What’s in it for me? The focus must be on the relationship from the viewpoint of the customer rather than the service supplier or supporter. - 4 -
  • 6. Document Name TCS Confidential The Two Types of Service Interaction - 5 - Traditional: Service Relationship Newer form: Service Encounter People went to the same butcher, the same barber, the same doctor and the same bank teller when they needed service. Takes places between two strangers who do not expect to interact in the future.
  • 7. Document Name TCS Confidential The Hybrid Service Interaction Hybrid model: Pseudo relationship Don’t fall into the trap of ‘fake relationships’ - 6 -
  • 8. Document Name TCS Confidential Rather being punched than call customer services? Result of a ‘fake relationship’ http://theoatmeal.com/comics/customer_service - 7 -
  • 9. Document Name TCS Confidential BRM is like being in a relationship Treat your customer s right Be fair and honest with them, build their trust Listen to your customer s Show them you care Treat them like a valued partner Help them to understand life on the Service Desk Show them their feedback & opinion matters. Be open about your mistakes Take responsib ility, regardles s of the outcome - 8 -
  • 10. Document Name TCS Confidential The Service Desk’s role in BRM Good BRM requires understanding and effort from both parties (the Service Desk and customers/the business). - 9 - Empower the SD Define their role in the BRM process Prepare them for encounters anywhere at anytime Prepare the team to become the ambassadors of a service provider Provide them training on customer/business awareness Prepare the SD for the changing customer needs/business requirements Provide them with the right tools for their trade Make them help the business to understand life on the Service Desk The Service Desk Manager should lead by example – influence BRM
  • 11. Document Name TCS Confidential The Evolving BRM and the Service Desk Customer relationships can evolve and change over time, just as the Service Desk can change and evolve too. The Service Desk plays a vital role in this change An Individual or team‟s behaviour determines the relationship Service Desk = IT (Support Provider) in the eyes of the Business - 10 -
  • 12. Document Name TCS Confidential Summary - The Service Desk plays a vital role in BRM BRM is easy, it is a natural behaviour we practice without thinking about it in our personal lives. - 11 - TRAIN COAC H EMPOWER LET THE TEAM BUILD REAL RELATIONSHIPS GIVE THEM THE RIGHT TOOLS LET THEM LEAVE THEIR DESKS
  • 13. Document Name TCS Confidential BRM examples from those working on the Service Desk “There is nothing quite like ensuring that the team is aware of what the business does to ensure that our customers know we understand what they do. Recently I have sent Service Desk Technicians out to our mobile information units (buses) for the day. This gives us a real insight into the issues experienced by them and the customers value being „listened to‟ by the Service Desk.” “Building that relationship with the customer starts from the time a Service Desk Technician picks up the phone. Yet it seems to be one of the areas that is not always addressed. Listening/silent monitoring calls identified that some technicians were very good at engaging with customers. It became clear that comprehensive training was required for all technicians to ensure that the customer experience when contacting the Service desk was always of a high standard now referred to „Customer Etiquette‟. One of the examples is that we don‟t always assume that the customer is available to talk to us when we call. I truly believe you can get more out of the customer if you have made the effort to understand your customer and your customer needs.” Lena Gaston, Service Desk Manager – Macmillan Cancer Support http://www.macmillan.org.uk - 12 -
  • 14. Document Name TCS Confidential “When I worked for a major New Zealand broadcaster, I initiated a new Service Desk team, replacing the existing team with people from a non-technical background with people with customer facing skills. They ranged from an ex-desktop support engineer, through to an ex-Vodafone CSR to an ex-repo man. The repo man was excellent in the fact that he was able, through his training and experience, to diffuse difficult situations and bring irate customers back "onside". The new team were also good at keeping customers / users (if Rob England is watching, then he will have a view on whether these are customers or users :-) ) informed and updated. Visibility and communication are more important in a way than speedy resolution times. Although the latter is important too.” “The other example was with a NZ energy provider where I mentored the SD manager, and explained to her the benefits of getting out and talking to the business more. I encouraged her to go to the power station, go and talk to the trading teams and build relationships, and get to understand what they wanted from the SD. One thing I didn't mention was the fact that by building these relationships, when things did go wrong, they knew that the SD understood and cared, so they were more tolerant.” James Gander , Gander Service Management Ltd. www.gander.co.nz - 13 - BRM examples from those working on the Service Desk
  • 16. Thank you for listening  Twitter: @AndieKis LinkedIn: http://www.linkedin.com/in/andiekis

Editor's Notes

  1. Suppliers, partners and customers; successful service desks manage these relationshipseffectively and professionally. Learn how your service desk can shape the customerexperience by providing and maintaining excellent business relationships.
  2. Business Relationship Management (BRM) is an advocate for customers, but has a role which exists internally within the service provider.This role is generally embraced by key players in the IT Department: Service Delivery/Service Managers or the Service Desk teamBRM can exists inside and outside the IT Department.It isn’t just the IT industry that relies on business relationships.
  3. What ties us together? – The common goal, the services provided and supported.What’s in it for me? – Services used are the most appropriate for those using them there are no disruptions, service providers and supporters seen as friends not enemies, part of the same teamIt can be applied to interactions between service desk and the customers.
  4. SR: Traditionally people who delivered service were known to their customers.They expected to interact with the same person the next time they needed service and over time they developed a history of shared interactions.SE: The service providers are functionally equivalent and therefore interchangeable, so in principle it makes no difference which provider delivers the service.
  5. Service Providers recognise their customers’ need for relationships, so they try to fake it:Call them by their first namesIf the interaction happens over the phone they will smile and carefully use a certain tone of voiceThis does not replace the true shared interactions which lead to real relationships. Customers may view this fake relationship with contempt.
  6. The Oatmeal, who is one of my favourite comic strip creators shared the following cartooninfographic on his webpage which started with a strong statement.
  7. How to stay real – practising BRM is about being natural, straightforward and honest. Just like in your personal relationships.
  8. Empower the service desk to be confident, to recognise their role in BRM.
  9. A change can happen as a result:of new members arriving or old members leaving the team changing customer base, changing business requirements,changing business awarenessthe complaints or negative result to customer satisfaction surveys
  10. Make them understand that even one instance of negative customer interaction leaves a bad mark on the Service Desk profile. This can severely impact the business relationship.Give the team clear roles in the BRM process. If possible send them out to the business. Make their role desk-side not phone support one.We will always remember how people made us feel.