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Issue Management
System
How we have got our customers covered
Agenda
 Issue Management System (IMS)
 Functioning and Reporting
 Case Study
› Business Intelligence for IMS
Issue Management System
WebXpress IMS
• WebXpress IMS is an online ticketing system used by service providers to
manage customers complaints and suggestions
• IMS helps to register issues raised by customers and track action taken
• IMS helps customers to also gain visibility into status of complaints
• IMS helps service providers to keep track of outstanding issues and focus on
their resolution
• IMS providers auto e-mail reminders to team for all pending issues
• IMS combined with Analytics providers a very good insight into problems
faced and areas of concern
IMS Flow
Issue Registration
Issue Resolution & send for
approval
Issue Closure/ Rejection
Issue assign to technical
team
Auto e-mail at each stage to
relevant stake holder
Customer
Technical Team
Customer
Product Manager
ProcessEntity
IMS Flow
• Step 1
– Customer will login to the system and add a new issues
– Customer will also provide product details, description of issue
and document if relevant
– On submission customer will be issued a unique ticket ID
– Also, IMS will send the ticket as an e-mail to customer, product
manager and account manager
• Step 2
– Product manager will review the issue at hand and reassign
the same to a technical team member
– System will send an e-mail to technical team member about
assigning of issue
IMS Flow
• Step 3
– Technical team member will resolve the issue and send the
same for approval by customer
– Again, system will send auto e-mail to customer, product
manager and team member about resolution
• Step 4
– Customer will check the issue to be resolved and approve the
same from his login
– In case customer is not happy with resolution, he will reopen
the issue and same will be available for resolution again
– System will send an auto e-mail of the same to all stake
holders
WebXpress IMS – Key Benefits
• Real Time information visibility across Service network
• Reduction in costs due to
– Measurement of performance of each service engineer
• Increase in income due to
– Ability to handle higher work volume with same investment in
staff and facility
– Better service leading to better customer satisfaction, thus
more business
– Better information on customers leading to targeted sales
effort
Functioning and Reporting
How it Functions?
 Setup
 Customer Login
 Alerting WebXpress
IMS System Setup
• Service Provider will set up the IMS system using masters options
available
• Following masters will be set up
– Team related masters
o User master – technical team and product team will be added using this
master
– Product related masters
o Product/Service master – all services provided by service providers will be
added
o Modules master – various modules within a service will be added
– Customer related masters
o Customer master – List of customers will be added using this master
o Customer–service mapping – Customers will be assigned services from
service list
o Customer user creation – Customer will be given User ID to login to IMS
New Customer Addition
Service Provider can add their customers with contact details in master
Customer- Service Mapping
Service Provider will assign services applicable to given customer
Customer User Login Creation
Service Provider will then add a user
for given customer and assign rights
Customer Login
Customer user will now login to
the Issue Management System
Issue Addition by customer
Customer can add issue using menu provided
Issue Addition
Customer will select service,
module and provide description
of the problem
Issue Addition
Customer can also add a file/
image/ doc to better describe
the problem
Issue Added and Auto E-mail sent
System generates a UNIQUE id
for each issue submitted
Auto E-mail
System sends an auto e-mail of
the ticket to all stake holders
View of Issues
Customer has multiple methods
to view and track issues added
Type issue ID to see status
Click on Issue Charts
Use Reports Menu
Quick Search Output
Charts Output
Report from report menu
Report Query &
Output
How to Track and See Reports?
 Issue Assignment
 Resolution and Customer Updates
Task Assigned to Technical Team
Technical team member will
resolve the issue and send the
same for approval to customer
Task reassigned
Relevant technical person is
selected and task assigned
Auto e-mail sent to technical person
E-mail marked to technical
person and product
manager
Issue Selection for resolution
Issue Resolution Details
Technical team member will
resolve the issue and send the
same for approval to customer.
He will also add effort required
and reason for problem
Auto E-mail to Customer
E-mail marked to
customer about resolution
of issue
Customer login
Customer will now login and can
see that issue is awaiting
approval
Issue Approval
Customer will add his remarks
and close the issue
Auto E-mail after approval
E-mail marked to
customer and product
team about closure
E-mails also show the
complete cycle
Auto Escalation E-mails
System sends automatic mails if
issues are not closed within
specific time line
Case Study: BI Analytics
Analytics for IMS
• WebXpress as deployed Qlikview Business Intelligence
system on top of its IMS to offer variety of analysis
• This provides a graphical and multi dimensional view of
issues across customers and services
• Service Provider can then provide dashboard based reports
to its customers and also use them internally for better
control on service level
Dashboard
1. Dashboard provides comprehensive snapshot of overall work
2. Service task wise assigned by customer on single screen
3. Work Done v/s Work Pending analysis on single screen
4. This will enable key decision maker for strategic decision
Age Analysis
1. This template will provide pending age analysis customer wise and task type.
2. Particular task open for how many days.
3. This will enable Key decision maker to take forward steps for particular client
Re-Open Analysis
Re-Open analysis presents snapshot of task which are solved but again same issue
reappeared with same type of error
Pending Analysis
1. This will enable decision maker to have comprehensive look on pending work till date
2. Customer wise and task wise this can be filtered
Top Customer Analysis
We can analyze which customers account for maximum queries
Issue Trend Analysis
Month wise addition of issues
Thank You
info@webxpress.in www.webxpress.in
KEEP IN TOUCH
Headquarters Regional Sales Office
114, Sundervilla, S. V. Road,
Santacruz (West), Mumbai – 400052
+91 93 232 428 02
+91 22 325 735 60
ECFY Consulting Pvt. Ltd.
107, First Floor, Suncity Trade Tower,
Sector–21, Gurgaon – 122001
+91 93 117 363 59

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WebXpress Issue Management System

  • 1. Issue Management System How we have got our customers covered
  • 2. Agenda  Issue Management System (IMS)  Functioning and Reporting  Case Study › Business Intelligence for IMS
  • 4. WebXpress IMS • WebXpress IMS is an online ticketing system used by service providers to manage customers complaints and suggestions • IMS helps to register issues raised by customers and track action taken • IMS helps customers to also gain visibility into status of complaints • IMS helps service providers to keep track of outstanding issues and focus on their resolution • IMS providers auto e-mail reminders to team for all pending issues • IMS combined with Analytics providers a very good insight into problems faced and areas of concern
  • 5. IMS Flow Issue Registration Issue Resolution & send for approval Issue Closure/ Rejection Issue assign to technical team Auto e-mail at each stage to relevant stake holder Customer Technical Team Customer Product Manager ProcessEntity
  • 6. IMS Flow • Step 1 – Customer will login to the system and add a new issues – Customer will also provide product details, description of issue and document if relevant – On submission customer will be issued a unique ticket ID – Also, IMS will send the ticket as an e-mail to customer, product manager and account manager • Step 2 – Product manager will review the issue at hand and reassign the same to a technical team member – System will send an e-mail to technical team member about assigning of issue
  • 7. IMS Flow • Step 3 – Technical team member will resolve the issue and send the same for approval by customer – Again, system will send auto e-mail to customer, product manager and team member about resolution • Step 4 – Customer will check the issue to be resolved and approve the same from his login – In case customer is not happy with resolution, he will reopen the issue and same will be available for resolution again – System will send an auto e-mail of the same to all stake holders
  • 8. WebXpress IMS – Key Benefits • Real Time information visibility across Service network • Reduction in costs due to – Measurement of performance of each service engineer • Increase in income due to – Ability to handle higher work volume with same investment in staff and facility – Better service leading to better customer satisfaction, thus more business – Better information on customers leading to targeted sales effort
  • 10. How it Functions?  Setup  Customer Login  Alerting WebXpress
  • 11. IMS System Setup • Service Provider will set up the IMS system using masters options available • Following masters will be set up – Team related masters o User master – technical team and product team will be added using this master – Product related masters o Product/Service master – all services provided by service providers will be added o Modules master – various modules within a service will be added – Customer related masters o Customer master – List of customers will be added using this master o Customer–service mapping – Customers will be assigned services from service list o Customer user creation – Customer will be given User ID to login to IMS
  • 12. New Customer Addition Service Provider can add their customers with contact details in master
  • 13. Customer- Service Mapping Service Provider will assign services applicable to given customer
  • 14. Customer User Login Creation Service Provider will then add a user for given customer and assign rights
  • 15. Customer Login Customer user will now login to the Issue Management System
  • 16. Issue Addition by customer Customer can add issue using menu provided
  • 17. Issue Addition Customer will select service, module and provide description of the problem
  • 18. Issue Addition Customer can also add a file/ image/ doc to better describe the problem
  • 19. Issue Added and Auto E-mail sent System generates a UNIQUE id for each issue submitted
  • 20. Auto E-mail System sends an auto e-mail of the ticket to all stake holders
  • 21. View of Issues Customer has multiple methods to view and track issues added Type issue ID to see status Click on Issue Charts Use Reports Menu
  • 24. Report from report menu Report Query & Output
  • 25. How to Track and See Reports?  Issue Assignment  Resolution and Customer Updates
  • 26. Task Assigned to Technical Team Technical team member will resolve the issue and send the same for approval to customer
  • 27. Task reassigned Relevant technical person is selected and task assigned
  • 28. Auto e-mail sent to technical person E-mail marked to technical person and product manager
  • 29. Issue Selection for resolution
  • 30. Issue Resolution Details Technical team member will resolve the issue and send the same for approval to customer. He will also add effort required and reason for problem
  • 31. Auto E-mail to Customer E-mail marked to customer about resolution of issue
  • 32. Customer login Customer will now login and can see that issue is awaiting approval
  • 33.
  • 34. Issue Approval Customer will add his remarks and close the issue
  • 35. Auto E-mail after approval E-mail marked to customer and product team about closure E-mails also show the complete cycle
  • 36. Auto Escalation E-mails System sends automatic mails if issues are not closed within specific time line
  • 37. Case Study: BI Analytics
  • 38. Analytics for IMS • WebXpress as deployed Qlikview Business Intelligence system on top of its IMS to offer variety of analysis • This provides a graphical and multi dimensional view of issues across customers and services • Service Provider can then provide dashboard based reports to its customers and also use them internally for better control on service level
  • 39. Dashboard 1. Dashboard provides comprehensive snapshot of overall work 2. Service task wise assigned by customer on single screen 3. Work Done v/s Work Pending analysis on single screen 4. This will enable key decision maker for strategic decision
  • 40. Age Analysis 1. This template will provide pending age analysis customer wise and task type. 2. Particular task open for how many days. 3. This will enable Key decision maker to take forward steps for particular client
  • 41. Re-Open Analysis Re-Open analysis presents snapshot of task which are solved but again same issue reappeared with same type of error
  • 42. Pending Analysis 1. This will enable decision maker to have comprehensive look on pending work till date 2. Customer wise and task wise this can be filtered
  • 43. Top Customer Analysis We can analyze which customers account for maximum queries
  • 44. Issue Trend Analysis Month wise addition of issues
  • 45. Thank You info@webxpress.in www.webxpress.in KEEP IN TOUCH Headquarters Regional Sales Office 114, Sundervilla, S. V. Road, Santacruz (West), Mumbai – 400052 +91 93 232 428 02 +91 22 325 735 60 ECFY Consulting Pvt. Ltd. 107, First Floor, Suncity Trade Tower, Sector–21, Gurgaon – 122001 +91 93 117 363 59