how to support external customers with jira service desk - tony atkins

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This talk will share lessons learned migrating Atlassian external-facing customer service teams to JIRA Service Desk, and demonstrate practical tips to help your customer service teams get the most out of JIRA Service Desk, JIRA, and JIRA plugins.

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Page 1: How to Support External Customers with JIRA Service Desk - Tony Atkins

#atlassian

Page 2: How to Support External Customers with JIRA Service Desk - Tony Atkins

How to Support External Customers with JIRA Service Desk...

Tony Atkins • Program Manager • Atlassian • @duhrer

Page 3: How to Support External Customers with JIRA Service Desk - Tony Atkins

So, Atlassian doesn’t have sales

people...

Page 4: How to Support External Customers with JIRA Service Desk - Tony Atkins

But we do have people who talk to you once you're interested in

buying our software…

Page 5: How to Support External Customers with JIRA Service Desk - Tony Atkins

Customer Advocates

Page 6: How to Support External Customers with JIRA Service Desk - Tony Atkins

Global Team:

20Advocates

Page 7: How to Support External Customers with JIRA Service Desk - Tony Atkins

High Volume:

11,000Requests / Month

Page 8: How to Support External Customers with JIRA Service Desk - Tony Atkins

20%Phone Calls 80%

Web and Email

Page 9: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

Page 10: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

I s o l a t e d Te a m

Page 11: How to Support External Customers with JIRA Service Desk - Tony Atkins

Lost in Translation

Page 12: How to Support External Customers with JIRA Service Desk - Tony Atkins

Lost in Translation

Page 13: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

Page 14: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c sL i m i t e d D a t a a n d M e t r i c s

Page 15: How to Support External Customers with JIRA Service Desk - Tony Atkins

”“ What’s measured improves.

P e t e D r u c k e r

Page 16: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 17: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 18: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 19: How to Support External Customers with JIRA Service Desk - Tony Atkins

Time Tracking

Page 20: How to Support External Customers with JIRA Service Desk - Tony Atkins

Time Tracking

Page 21: How to Support External Customers with JIRA Service Desk - Tony Atkins

Workflow

Page 22: How to Support External Customers with JIRA Service Desk - Tony Atkins

Workflow

Page 23: How to Support External Customers with JIRA Service Desk - Tony Atkins

Workflow

Page 24: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

Page 25: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

L i m i t e d R e p o r t i n g

Page 26: How to Support External Customers with JIRA Service Desk - Tony Atkins

Reporting

Page 27: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

Page 28: How to Support External Customers with JIRA Service Desk - Tony Atkins

The ProblemI s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

H a rd t o C u s t o m i z e

Page 29: How to Support External Customers with JIRA Service Desk - Tony Atkins

One Size Fits Some

Page 30: How to Support External Customers with JIRA Service Desk - Tony Atkins

One Size Fits Some

Page 31: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 32: How to Support External Customers with JIRA Service Desk - Tony Atkins

Reports

Page 33: How to Support External Customers with JIRA Service Desk - Tony Atkins

I s o l a t e d Te a m

L i m i t e d R e p o r t i n g

H a rd t o C u s t o m i z e

L i m i t e d D a t a a n d M e t r i c s

The Problem

Page 34: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

Page 35: How to Support External Customers with JIRA Service Desk - Tony Atkins

The Solution

Page 36: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

Page 37: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

C o n n e c t e d Te a m

Page 38: How to Support External Customers with JIRA Service Desk - Tony Atkins

Collaboration

Page 39: How to Support External Customers with JIRA Service Desk - Tony Atkins

Collaboration

Page 40: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

Page 41: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c sG re a t D a t a a n d M e t r i c s

Page 42: How to Support External Customers with JIRA Service Desk - Tony Atkins

Replaced

21Custom Fields with Labels

Page 43: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 44: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 45: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 46: How to Support External Customers with JIRA Service Desk - Tony Atkins

Workflow

Page 47: How to Support External Customers with JIRA Service Desk - Tony Atkins

Workflow

Page 48: How to Support External Customers with JIRA Service Desk - Tony Atkins

Workflow

Page 49: How to Support External Customers with JIRA Service Desk - Tony Atkins

Time Tracking

Page 50: How to Support External Customers with JIRA Service Desk - Tony Atkins

Time Tracking

Page 51: How to Support External Customers with JIRA Service Desk - Tony Atkins

Time Tracking

Page 52: How to Support External Customers with JIRA Service Desk - Tony Atkins

Change Log

Page 53: How to Support External Customers with JIRA Service Desk - Tony Atkins

Searchable!

Page 54: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c sG re a t D a t a a n d M e t r i c s

Page 55: How to Support External Customers with JIRA Service Desk - Tony Atkins

Value Stream

Page 56: How to Support External Customers with JIRA Service Desk - Tony Atkins

Value Stream

Start Finish

Time Spent

Page 57: How to Support External Customers with JIRA Service Desk - Tony Atkins

Value Stream

Start Finish

Time Spent

Page 58: How to Support External Customers with JIRA Service Desk - Tony Atkins

Value Stream

Start Finish

Time Spent

High Value

Low Value

Page 59: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

Page 60: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

G re a t R e p o r t i n g

Page 61: How to Support External Customers with JIRA Service Desk - Tony Atkins

Reports

Page 62: How to Support External Customers with JIRA Service Desk - Tony Atkins

Reports

Page 63: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

Page 64: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

E a s y t o C u s t o m i z e

Page 65: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 66: How to Support External Customers with JIRA Service Desk - Tony Atkins

SLAs

Page 67: How to Support External Customers with JIRA Service Desk - Tony Atkins

Agent Views

Page 68: How to Support External Customers with JIRA Service Desk - Tony Atkins

Agent Views

Page 69: How to Support External Customers with JIRA Service Desk - Tony Atkins

Reports

Page 70: How to Support External Customers with JIRA Service Desk - Tony Atkins

Reports

Page 71: How to Support External Customers with JIRA Service Desk - Tony Atkins

Reports

Page 72: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

E a s y t o C u s t o m i z e

Page 73: How to Support External Customers with JIRA Service Desk - Tony Atkins
Page 74: How to Support External Customers with JIRA Service Desk - Tony Atkins

C o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

The Solution

Page 75: How to Support External Customers with JIRA Service Desk - Tony Atkins

The SolutionC o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

C o n n e c t e d Te a m

G re a t R e p o r t i n g

E a s y t o C u s t o m i z e

G re a t D a t a a n d M e t r i c s

Page 76: How to Support External Customers with JIRA Service Desk - Tony Atkins

To n y A t k i n s • P ro g r a m M a n a g e r • A t l a s s i a n • @ d u h re r

Thank you!

Page 77: How to Support External Customers with JIRA Service Desk - Tony Atkins

Image Credits

IcoMoon Icon Pack https://icomoon.io

Entypo Pictogram Suite http://www.entypo.com/

Jeff McNeill http://bit.ly/1oJ1w26+