The Customer Support Activity Database (CSAD) was developed for System Technologies in the Middle East. System Technologies in the
Middle East is an IT organization that provides onsite support for more than 400 direct and indirect customers in over 20 countries.
The company employs approximately 200 people, 70 are engineers who deal specifically with backup solutions, disaster recovery, and
business continuity solutions. They have an immense lists of hardware and software products and parts from which they tailor their
solutions to best fit their customer environment and requirements.
The Support Activities report displays monthly usage by engineer.
CSAD covers the operational processes, which include managing new installations, handling fault cases, and performing
preventive maintenance. The application helps the companys' support engineers maintain records of their onsite work.
The application tracks cases by individual engineer assignment.
CSAD can also track remote support work or training periods. Support managers can track the time of their staff, assess
staff training needs, and be informed about the status of each customer. The application helps senior management evaluate
the performance of individual teams, the profitability of the relation with each customer or vendor, the profitability per
technology line, geographical area, etc.
The entry screen when creating a new support call.
When opening a call, the system shows a list of predefined call descriptions depending on the call type. When closing the call,
the system shows a list of possible solutions depending on the pre-selected call type.
Open call screen.
Call closure screen. The solution menu is filtered based on the selected call type when the call was opened.
The call screen displays the history of each call.
As engineers perform actions against open calls, they specify in the system the cause of the problem. They do this by using
four nested menus for hardware and another four nested menus for software. Because there are many types of calls (i.e. fault
calls, installation calls, preventive maintenance calls, etc.), each call is tagged to the related project number, sales contract
record (SCR), or maintenance contract number. The nature of the tag depends on the type of call and the relationship with the specific
customer. This was an important requirement, so that the customer can report on the time and cost spent against each one of these parameters.
Site Work Details report where engineers record their call history.
The security part of the system was of considerable importance to Sytem Technologies in the Middle East. Due to the size and
nature of the customer’s business model, we had to deal with a long list of business rules, system roles, and several groups of nested
menus.
The CSAD application produced the following operational benefits for System Technologies in the Middle East:
 | Proper internal and external escalation procedures
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 | Accurate tracking of the lifecycle of calls
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 | Detecting trends in the fault of parts and products
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 | Sharing knowledge among support team members
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System Technologies use of CSAD also produced business benefits, including:
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Analysis of time spent on each site, project, maintenance contract, sales contract, etc.
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Analysis of time spent per product, part, product family, manufacturer and/or vendor
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Analysis of time spent by each engineer, office, project team, etc.
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Ability to report on workload per customer, project, and maintenance contract. This will enable the company to negotiate better contracts in the future.
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All of the information in CSAD is backed up with a comprehensive reporting system.
Reports of CSAD are categorized into four categories: Branch Reports, Support Management, Time-Sheet Planning and Vendor Reports.
CSAD report sample one.
CSAD report sample two.
CSAD report sample three.
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