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University of Miami
University of Miami




                                Communications
                                 Management:
                                 Promoting the Value of your Service


                      Eddie Vidal
                      Manager, Enterprise Support Services
                      July 24, 2012
Communications 101




                     2
Communications 101




                     3
Communications 101




                     4
University of Miami
University of Miami
                               Communication
                      • Communication is the activity of
                        conveying meaningful information
                      • The communication process is complete
                        once the receiver has understood the
                        sender.




                                                                5
University of Miami
University of Miami
                                     Objectives
                      •   Importance of communication
                      •   Change perception
                      •   Promote your value
                      •   Align with department/company goals
                      •   Create a plan/policy
                      •   Leverage Social Media
                      •   Tools to get you started

                                                                6
University of Miami
University of Miami
                                   Importance
                      • Who has a plan in place?
                      • If no plan, is it consistent?
                      • Are you aligned with your IT
                        organization? Business?
                      • Why have a plan?




                                                        7
University of Miami
University of Miami
                                    Importance
                      • Why have a plan?
                        – Break down silos
                        – Create a shared vision
                        – Send one consistent message
                        – Proactive – Effective – Timely
                      • Promote your value
                        – Clearly Articulated - IT services must be
                          aligned to the needs of the business

                                                                      8
University of Miami
University of Miami
                                      Importance
                              Value                 Alignment
                      • Aren’t we selling    • Is the business
                        something?             included in your
                         – Services            planning?
                      • Does the customer    • Do they sit at the
                        know how to obtain     table?
                        your services?       • Are there black out
                                               periods?
                                                – i.e. Higher Education,
                                                  Insurance, retail
                                                  (Black Friday)

                                                                           9
University of Miami
University of Miami
                      Perception - Do You Have a Plan?
                      • Process to keep customer in the loop
                      • Management support
                      • Is communication aligned with;
                        – Service Level Agreements - SLA
                        – Underpinning Contracts - UC
                        – Operating Level Agreements - OLA




                                                               10
University of Miami
University of Miami
                               Modes and Methods
                      •   Newsletter
                      •   Email
                      •   Social Media
                      •   Web Site
                      •   Intranet/SharePoint
                      •   Phone Calls
                      •   Face to Face
                      •   Brown Bag Lunch and Learn
                      •   VoIP phones
                      •   30 second video clip        11
12
Who sends the message?
University of Miami
University of Miami
University of Miami
University of Miami
                              Implementing Plan
                      • SPOM – IT Marketing Department
                      • Who communicates your message?
                        – Liaison, Director
                      • Who is the right person, what skills are
                        required?
                        – Strong customer service
                        – Internal person familiar with organization
                        – Held several roles within the company
                        – IT leader within

                                                                       13
University of Miami
University of Miami
                                 Implementing Plan
                      •   List of Approvers
                      •   List of Authors
                      •   Forms
                      •   Less people
                          involved the better




                                                     14
University of Miami
University of Miami
                        When to Send the Message
                      • Reactive or Proactive?
                      • How often is message sent?
                      • Post mortem message
                        – Not too technical
                        – What happened
                        – How to prevent in future
                      • Internal/External Customer


                                                     15
University of Miami
University of Miami
                         Types of Announcements
                      • Maintenance         • Urgent/Non-Urgent
                      • Scheduled           • Internal/External
                        Upgrades/Expected
                        Downtime
                      • Unexpected
                        Downtime
                      • Delivery of a new
                        service
                      • Training

                                                                  16
University of Miami
University of Miami
                           ITIL Communication

                         Reactive           Proactive

                           Incident          Change

                            Event            Release

                           Problem           Problem

                      Request Fulfillment     Access


                                                        17
University of Miami
University of Miami
                            Communication Prioritization
                                          Impact               Priority            Description

                                                                          Code
                                                                  1        Red       Critical
                                         High   Medium   Low

                                                                          Code
                      Urgency




                                                                  2       Blue
                                                                                      High
                                 High     1       2      3
                                                                           Code
                                                                  3       Yellow    Medium

                                Medium    2       3      4                Code
                                                                  4       Green       Low

                                 Low      3       4      5        5       Code      Planned
                                                                          Gray

                                                                                                 18
University of Miami
University of Miami
                              Incident Management
                      •   Reactive
                      •   Impact       MTTR           Code Code Code
                                                       Red Blue Yellow
                      •   Choose template color code      Code Code
                                                         Green
                                                               Gray
                      •   Sender - SPOM, Liaison – Who?
                      •   Vehicle – How?
                      •   Reason – Why?
                      •   When is the message sent?
                      •   How often?
                      •   Who approves?
                                                                     19
University of Miami
University of Miami
                                                               Examples




                      Courtesy of Cay Robertson, TECO Energy              20
University of Miami
University of Miami
                                     Examples
                      • Learned system was down due to Twitter
                      • Rollout and Upgrade
                        – Went great, VP was happy but didn’t know
                          because it wasn’t communicated




                                                                     21
University of Miami
University of Miami
                            Good, Bad and Ugly
                      • Reactive Communication
                      • Sweep under carpet
                      • System down, no communication
                      • Communicate because customer called
                        in?
                      • Repair relationships?



                                                              22
University of Miami
University of Miami
                                     Message
                      To All Central Server Users,
                      Due to scheduled server maintenance,
                      Central Server Services will be unavailable
                      from 6:00PM Friday September 16th, 2011
                      through 8:00AM Saturday September
                      17th, 2011. If you have any questions,
                      please call the IT Support Center at (305)
                      222-1234 option #3.

                                                                23
University of Miami
University of Miami
                                            Message
                      Subject: Advisory

                      All efforts to restore service levels to normal have been
                      unsuccessful. The vendor is requesting that the PBX is
                      rebooted at 1:00 p.m. to prevent further widespread
                      outages. It will take 3-5 minutes maximum for service to be
                      restored after reboot. Please remind all Call Centers Agents to
                      log back in. This does not pertain to Voice Over IP (VoIP)
                      services. Ancillary services tied to the PBX may take longer to
                      be fully restored.

                      If you have any questions, please contact the IT Support
                      Center at 305 284-6565, or email us at
                      itsupportcenter@dontcallus.com


                                                                                   24
University of Miami
University of Miami
                                    Templates
                      • What should they say?
                        – Purpose of message
                        – What system/application is being impacted
                        – How does it impact the customer
                        – When will the system be unavailable
                        – Questions, who to call?




                                                                      25
26
Form
University of Miami
University of Miami
University of Miami
University of Miami
                                   Social Media
                      • Facebook Fan Pages
                        – Downtime messages
                        – Maintenance
                      • Twitter
                      • YouTube
                        – Virtual tour of Service Desk
                        – Who is IT
                        – Spotlight on Employee
                        – Service Interruptions 30 second clip

                                                                 27
University of Miami
University of Miami
                                                   Social Media
                       According to HDI Research Corner, Social
                      Media is currently being used in IT Support
                          to push information to customers

                      • 19% Facebook                     •15% Twitter
                      • 18% Blogs                        •11% Wikis
                      • 15% SharePoint                   •5% LinkedIn


                      225 respondents March 2011                        28
University of Miami
University of Miami
                                  Social Media
                      • Allows dialog
                      • Allows the receiver to provide feedback
                      • Poll question after message




                                                                  29
30
Social Media
University of Miami
University of Miami
University of Miami
University of Miami
                                            Surveys
                      1. Did Information Technology setup your computer
                         to access the CaneNet network during Back to
                         School? If so, where?
                         –   CaneNet Connection/Technology Product Center
                         –   Hecht Residential College
                         –   Mahoney Residential College
                         –   Stanford Residential College
                      2. If Information Technology setup your computer to
                         access the CaneNet network during Back to School,
                         were you satisfied with our service?
                         – Yes
                         – No
                         – Comment

                                                                            31
University of Miami
University of Miami
                                    Consistency
                      •   Consistency in your communication
                      •   Sing the same song
                      •   Email signature
                      •   Support Center sign off, upsell




                                                              32
University of Miami
University of Miami
                                          Summary
                      •   Don’t forget to promote your value to the business
                      •   All communication should not be due to outages
                      •   Think like a Marketing department
                      •   Promote success stories, new services, employees
                      •   Use surveys to reach out to your customer via Social
                          Media, generate dialog
                      •   Use video clips of customers praising you
                      •   Consider publishing FAQ videos
                      •   Use available tools to post solutions to customers
                          questions
                      •   Eliminate the “never told us”


                                                                             33
University of Miami
University of Miami
                                    Summary
                      • Did you develop your plan internally,
                        within IT?
                      • Did you reach out to your customer to
                        understand their expectations?
                      • If not, what do you think you should do?




                                                               34
University of Miami
University of Miami
                                              Eddie Vidal
                                                           •   HDI & Fusion Track Chair
                                                           •   HDI & Fusion Conference Speaker
                                                           •   HDI Desktop Support Advisory
                                                               Board
                                                           •   HDI Member Advisory Board
                                                           •   HDI Southeast Regional Director
                                                           •   President of South Florida HDI
                                                               Local Chapter
                                                           •   Published in Support World
                                                               Magazine
                                                           •   HDI Support Center Manager
                                                               Certified
                      Manager, Enterprise Support Services •   ITIL V3 Foundation & OSA
                                                               Certified
                          eddie_vidal@yahoo.com
                            evidal@miami.edu
                               305-439-9240                                                 35

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Communications Management Promoting the Value of Your Services

  • 1. University of Miami University of Miami Communications Management: Promoting the Value of your Service Eddie Vidal Manager, Enterprise Support Services July 24, 2012
  • 5. University of Miami University of Miami Communication • Communication is the activity of conveying meaningful information • The communication process is complete once the receiver has understood the sender. 5
  • 6. University of Miami University of Miami Objectives • Importance of communication • Change perception • Promote your value • Align with department/company goals • Create a plan/policy • Leverage Social Media • Tools to get you started 6
  • 7. University of Miami University of Miami Importance • Who has a plan in place? • If no plan, is it consistent? • Are you aligned with your IT organization? Business? • Why have a plan? 7
  • 8. University of Miami University of Miami Importance • Why have a plan? – Break down silos – Create a shared vision – Send one consistent message – Proactive – Effective – Timely • Promote your value – Clearly Articulated - IT services must be aligned to the needs of the business 8
  • 9. University of Miami University of Miami Importance Value Alignment • Aren’t we selling • Is the business something? included in your – Services planning? • Does the customer • Do they sit at the know how to obtain table? your services? • Are there black out periods? – i.e. Higher Education, Insurance, retail (Black Friday) 9
  • 10. University of Miami University of Miami Perception - Do You Have a Plan? • Process to keep customer in the loop • Management support • Is communication aligned with; – Service Level Agreements - SLA – Underpinning Contracts - UC – Operating Level Agreements - OLA 10
  • 11. University of Miami University of Miami Modes and Methods • Newsletter • Email • Social Media • Web Site • Intranet/SharePoint • Phone Calls • Face to Face • Brown Bag Lunch and Learn • VoIP phones • 30 second video clip 11
  • 12. 12 Who sends the message? University of Miami University of Miami
  • 13. University of Miami University of Miami Implementing Plan • SPOM – IT Marketing Department • Who communicates your message? – Liaison, Director • Who is the right person, what skills are required? – Strong customer service – Internal person familiar with organization – Held several roles within the company – IT leader within 13
  • 14. University of Miami University of Miami Implementing Plan • List of Approvers • List of Authors • Forms • Less people involved the better 14
  • 15. University of Miami University of Miami When to Send the Message • Reactive or Proactive? • How often is message sent? • Post mortem message – Not too technical – What happened – How to prevent in future • Internal/External Customer 15
  • 16. University of Miami University of Miami Types of Announcements • Maintenance • Urgent/Non-Urgent • Scheduled • Internal/External Upgrades/Expected Downtime • Unexpected Downtime • Delivery of a new service • Training 16
  • 17. University of Miami University of Miami ITIL Communication Reactive Proactive Incident Change Event Release Problem Problem Request Fulfillment Access 17
  • 18. University of Miami University of Miami Communication Prioritization Impact Priority Description Code 1 Red Critical High Medium Low Code Urgency 2 Blue High High 1 2 3 Code 3 Yellow Medium Medium 2 3 4 Code 4 Green Low Low 3 4 5 5 Code Planned Gray 18
  • 19. University of Miami University of Miami Incident Management • Reactive • Impact MTTR Code Code Code Red Blue Yellow • Choose template color code Code Code Green Gray • Sender - SPOM, Liaison – Who? • Vehicle – How? • Reason – Why? • When is the message sent? • How often? • Who approves? 19
  • 20. University of Miami University of Miami Examples Courtesy of Cay Robertson, TECO Energy 20
  • 21. University of Miami University of Miami Examples • Learned system was down due to Twitter • Rollout and Upgrade – Went great, VP was happy but didn’t know because it wasn’t communicated 21
  • 22. University of Miami University of Miami Good, Bad and Ugly • Reactive Communication • Sweep under carpet • System down, no communication • Communicate because customer called in? • Repair relationships? 22
  • 23. University of Miami University of Miami Message To All Central Server Users, Due to scheduled server maintenance, Central Server Services will be unavailable from 6:00PM Friday September 16th, 2011 through 8:00AM Saturday September 17th, 2011. If you have any questions, please call the IT Support Center at (305) 222-1234 option #3. 23
  • 24. University of Miami University of Miami Message Subject: Advisory All efforts to restore service levels to normal have been unsuccessful. The vendor is requesting that the PBX is rebooted at 1:00 p.m. to prevent further widespread outages. It will take 3-5 minutes maximum for service to be restored after reboot. Please remind all Call Centers Agents to log back in. This does not pertain to Voice Over IP (VoIP) services. Ancillary services tied to the PBX may take longer to be fully restored. If you have any questions, please contact the IT Support Center at 305 284-6565, or email us at itsupportcenter@dontcallus.com 24
  • 25. University of Miami University of Miami Templates • What should they say? – Purpose of message – What system/application is being impacted – How does it impact the customer – When will the system be unavailable – Questions, who to call? 25
  • 27. University of Miami University of Miami Social Media • Facebook Fan Pages – Downtime messages – Maintenance • Twitter • YouTube – Virtual tour of Service Desk – Who is IT – Spotlight on Employee – Service Interruptions 30 second clip 27
  • 28. University of Miami University of Miami Social Media According to HDI Research Corner, Social Media is currently being used in IT Support to push information to customers • 19% Facebook •15% Twitter • 18% Blogs •11% Wikis • 15% SharePoint •5% LinkedIn 225 respondents March 2011 28
  • 29. University of Miami University of Miami Social Media • Allows dialog • Allows the receiver to provide feedback • Poll question after message 29
  • 30. 30 Social Media University of Miami University of Miami
  • 31. University of Miami University of Miami Surveys 1. Did Information Technology setup your computer to access the CaneNet network during Back to School? If so, where? – CaneNet Connection/Technology Product Center – Hecht Residential College – Mahoney Residential College – Stanford Residential College 2. If Information Technology setup your computer to access the CaneNet network during Back to School, were you satisfied with our service? – Yes – No – Comment 31
  • 32. University of Miami University of Miami Consistency • Consistency in your communication • Sing the same song • Email signature • Support Center sign off, upsell 32
  • 33. University of Miami University of Miami Summary • Don’t forget to promote your value to the business • All communication should not be due to outages • Think like a Marketing department • Promote success stories, new services, employees • Use surveys to reach out to your customer via Social Media, generate dialog • Use video clips of customers praising you • Consider publishing FAQ videos • Use available tools to post solutions to customers questions • Eliminate the “never told us” 33
  • 34. University of Miami University of Miami Summary • Did you develop your plan internally, within IT? • Did you reach out to your customer to understand their expectations? • If not, what do you think you should do? 34
  • 35. University of Miami University of Miami Eddie Vidal • HDI & Fusion Track Chair • HDI & Fusion Conference Speaker • HDI Desktop Support Advisory Board • HDI Member Advisory Board • HDI Southeast Regional Director • President of South Florida HDI Local Chapter • Published in Support World Magazine • HDI Support Center Manager Certified Manager, Enterprise Support Services • ITIL V3 Foundation & OSA Certified eddie_vidal@yahoo.com evidal@miami.edu 305-439-9240 35