Step 1: The Onboarding

NR
Nathaniel Rodriguez
23. December 2023
10 Min Read

Introduction

Our flagship client (name under NDA) is a global leader in renewable energy sources and boasts a diverse global workforce comprising numerous internal employees engaged in various functions, ranging from factory assembly workers, inventory handlers, and shippers to sales agents, call center representatives, and an in-house software development team.

A persistent challenge the client faced was the absence of a unified source of information that could facilitate seamless onboarding for new employees. The goal was to ensure that individuals across different roles and locations could quickly familiarize themselves with their responsibilities and the company's policies.

In response to this challenge, the client implemented a strategic solution by establishing multiple customized knowledge base categories. Each category was tailored to address the specific needs of different employee groups. This initiative not only significantly streamlined the onboarding process, reducing the time required by 50%, but also instilled confidence in the organization that all standards were consistently maintained and updated across every employee and sector.

Screenshot of an internal knowledge base software

Step 2: The Customer Support

In order to cater to the diverse needs of their customer base and promote self-sufficiency, our client established a comprehensive external-facing knowledge base. This publicly accessible repository contains detailed answers to all customer inquiries related to their devices, encompassing aspects such as straightforward technical repairs, warranty details, upselling opportunities, as well as information about promotions and eligibility criteria.

Given the wide spectrum of their customer demographic, ranging from highly tech-savvy individuals to those less familiar with technology, our client recognized the importance of providing clear and accessible information. Leveraging our AI model, they crafted articles with meticulous precision. This ensured that every customer, regardless of their technical proficiency, could easily navigate the content and find solutions to their issues, fostering a sense of empowerment and encouraging them to seek assistance when needed.

Screenshot of an external knowledge base software

Step 3: Optimizing Software Reliability

Our client effectively employed our software monitoring systems to ensure continuous and optimal performance of their extensive software portfolio. Managing a diverse array of over 100 individual software components, including integration with more than 30 banks, underscored the critical importance of maintaining uptime and operational efficiency.

Two distinct use cases underscored the significance of our monitoring services:

Firstly, our client harnessed the power of real-time notifications to promptly alert them to any instances of system downtime. This proactive approach enabled swift responses to address and rectify potential issues, thereby minimizing disruptions to their operations.

Secondly, they leveraged the 'Response Change' monitor feature to tailor notifications specifically for their senior staff. This customization allowed them to receive instant alerts whenever a new customer was registered or when new inventory was dispatched. By strategically configuring these notifications, our client ensured that key stakeholders were promptly informed of critical events, contributing to agile decision-making and proactive management of customer interactions and inventory logistics.

Screenshot of software for website monitoring

Step 4: The Day To Day

Our client successfully coordinated their globally dispersed remote and hybrid workforce by leveraging our infrastructure for virtual meetings. They seamlessly conducted crucial meetings and brainstorming sessions through our Sticky Notes App, fostering collaboration across diverse teams. Additionally, our platform facilitated active participation in various collaborative activities, such as daily stand-ups, retrospectives, demos, and more, enhancing the efficiency and connectivity of their distributed workforce.

Screenshot of a software for online team collaboration

Step 5: And the not-so Day to Day...

In the event of a critical software issue, our client received instant notifications through our monitoring services. By leveraging the rotations and schedules app, they swiftly identified the designated response personnel, enabling them to initiate prompt action in resolving the issues. The agile software development team immediately sprang into action, communicating their ongoing efforts to address and rectify these challenges through the dedicated Status Page. This streamlined process not only facilitated swift issue resolution but also ensured transparent communication with stakeholders regarding the team's current initiatives and progress.

Screenshot of a ticketing software for customer support issues

Step 6: Iteration, Data Driven Growth and Business Excellence

Our client has integrated our Forms and Surveys app to pinpoint the pain points experienced by their employees, conducting performance assessments to gauge satisfaction levels and comprehend any shortcomings or concerns. This strategic utilization of the app has afforded them a comprehensive insight into various facets of their business operations, enabling the identification of areas primed for optimization. As a result, they have witnessed a substantial surge in employee satisfaction, elevated productivity levels, and an overall increase in the business's value.

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