stop, collaborate, and listen: unlocking the potential of self-service help with renee schaefer

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RENEE SCHAEFER CODE42 @NOGINOID BODY LEVEL THREE BODY LEVEL FOUR BODY LEVEL FIVE Stop, Collaborate, and Listen UNLOCKING THE POTENTIAL OF YOUR SELF-SERVICE HELP

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Page 1: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

R E N E E S C H A E F E R C O D E 4 2 @ N O G I N O I DB O D Y L E V E L T H R E E

B O D Y L E V E L F O U RB O D Y L E V E L F I V E

Stop, Collaborate, and ListenUNLOCKING THE POTENTIAL OF YOUR SELF-SERVICE HELP

Page 2: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

S O U RC E : “ F I R E D E T E C T O R” BY L S E N G ART , F L I C K RC C ATT R I B U T I O N 2 . 0 G E NE R I C

S O U RC E : “M E N S 1 0 0 M F I N A L S B R I T I S H C H AM PS AN D O LY M P I C T R I A L S” BY PA U L F O O T , F L I C K RC C ATT R I B U T I O N S H A R E -AL I K E 2 . 0 G E N E R I C

Slide 2

Page 3: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

This is my productCODE42’S SELF SERVICE HELP

Page 4: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

B O D Y L E V E L T W OB O D Y L E V E L T H R E E

B O D Y L E V E L F O U RB O D Y L E V E L F I V E

Why product management?

Page 5: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Product management has super powers!

Page 6: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

S I R I U S D E C I S I O N S : T H E E C O N O M I C S OF S AL E S , M AR K E T I N G , AN D P R O D U C T AL I G N M E N T

• 19% faster revenue growth• 15% higher profitability

Alignment. Smart business.

Page 7: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– M A R I SS A KO P E C , S I R I U S D E C I S I O N S

“It’s not about marketing and sales alignment. It’s about alignment across the whole organization.”

Slide 7

Page 8: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Your tech pubs team needs you!YOU’LL BENEFIT FROM THE RESULTS

Page 9: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Gated help content

Page 10: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Gated help contentSTOP… DOING THINGS THE OLD WAY

Page 11: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– CO D E 4 2 CU S T O M E R

“It's easy to search and find a solution. Even if someone is looking on Google, the first links are usually to your support website, so it works good.”

Slide 11

Page 12: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Yeah, but tell me how it really works…

Page 13: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Publishing only PDFS T O P … D O I N G T H I N G S T H E O L D W A Y3 3 % O F P D F S N E V E R D O W N L O A D E D4 0 % D O W N L O A D E D < 1 0 0 T I M E SA C T U A L U S A G E U N K N O W N

Page 14: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– JA KO B N I E L S E N , P D F: U N F I T F O R H U M A N C O N S U M P T I O N

“For online reading, however, PDF is the monster from the Black Lagoon. It puts its clammy hands all over people with a cruel grip that doesn't let go.”

Slide 14

Page 15: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– JA KO B N I E L S E N , AV O I D P D F F O R O N - S CR E E N R E A D I N G

“Forcing users to browse PDF files makes usability approximately 300% worse compared to HTML pages. ”

Slide 15

Page 16: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– K A R E N M C G R A N E , CO N T E N T I N A ZO M B I E A P O C A LY P S E

“The fact is PDFs lock valuable content up in a format that makes it inaccessible for most people.”

Slide 16

Page 17: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– JA KO B N I E L S E N , P D F: U N F I T F O R H U M A N C O N S U M P T I O N

“Users get lost inside PDF files, which are typically big, linear text blobs that are optimized for print and unpleasant to read and navigate online. ”

Slide 17

Page 18: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

• Reports from 2008 - 2012• 33% of PDFs never downloaded• 40% downloaded < 100 times• Actual usage unknown

World Bank’s study

S O U RC E : W O R LD B A N K , W H I C H W O R LD B A N K R E P O RT S AR E W I D E LY R E AD ?, 2 0 1 4

Page 19: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Product info this wayAND THAT WAY… AND THE OTHER WAY…

Page 20: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Multiple repositories again???YOUR CUSTOMERS DON’T CARE ABOUT YOUR ORG CHART

Page 21: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

They get mad at your brandYOUR CUSTOMERS DON’T CARE ABOUT YOUR ORG CHART

S O U RC E : “ S AD B ABY, ” N AT E G R I G G , F L I C K R , C C ATT R I B U T I O N 2 . 0 G E N E R I C

Page 22: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– H A R VA R D B U S I N E SS R E V I E W, T H E T R U T H A B O U T CU S T O M E R E X P E R I E N C E, 2 0 1 3

“What reduced satisfaction was something few companies manage—cumulative experiences across multiple touchpoints and in multiple channels over time.”

Slide 22

Page 23: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

It’s about the customer experience

Page 24: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Things weren’t always good

Page 25: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Slide 25

Page 26: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Support needed helpCOLLABORATE

Page 27: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– CO D E 4 2 CU S T O M E R

“You need to do better.” Slide 27

Page 28: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Re-buildingCOLLABORATE… WITH SUPPORT

Page 29: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– P R A G M AT I C M A R K E T I N G

“Nothing important happens in the office.” Slide 29

Page 30: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Know your audienceL ISTEN… TO YOUR CUSTOMERS AND CUSTOMER EXPERTS

Page 31: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– F O R R E S T E R , CO N TA C T C E N TE R S M U S T G O D I G I TA L O R D I E, 2 0 1 5

In 2014, web self-service was the channel of choice for 76% of people.

Slide 31

Page 32: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Slide 32

Page 33: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– CO D E 4 2 CU S T O M E R , CU S T O M E R S AT I S FA CT I O N S U R V E Y

“I did not have to talk to your support staff. I got what I needed on the online help documentation.”

Slide 33

Page 34: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– CO D E 4 2 CU S T O M E R , CU S T O M E R S AT I S FA CT I O N S U R V E Y

“I’ve mostly Googled my searches, which already took me to the right support pages.”

Slide 34

Page 35: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

– CO D E 4 2 CU S T O M E R , CU S T O M E R S AT I S FA CT I O N S U R V E Y

“I did find Code42’s CrashPlan online documentation to be generally superior to most, and extremely well indexed and cross-referenced.””

Slide 35

Page 36: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Some of our tacticsCOLLABORATING WITH TECHNICAL SERVICES TEAMS

Page 37: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

Slide 37

Page 38: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

S O U RC E : P I N K B LU R RY U N I C O R N U N D E R A RA I N BO W, Z A K E E N A , CC ATT R I B U T I O N 4 . 0 I N T E R N AT I O N A L

Slide 38

Page 39: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

It’s about infiltration

S O U RC E : “ I N F I LT RAT I O N : JAWA I N D I S G U I S E, ” J D H AN C O C K , F L I C K R , C C ATT R I B U T I O N 2 . 0 G E N E R I C

Page 40: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

• Gating, unless regulated• Publishing PDF only• Multiple repositories

Stop…

Page 41: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

• Start a dialog • Enlist the experts• Create useful content• Market internally• Look for opportunities

Collaborate…

S O U RC E : “ W O M E N ' S S O C C E R G A I N S M I L L I O N S O F N E W FAN S AT LO N D O N O LY M P I C S, ” C H R I S T O P H E R J O H N S ON , F L I C K R , C C ATT R I B U T I O N - S H AR E AL I K E 2 . 0 G E N E R I C

Page 42: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

• To your customers• To your customer experts

Listen…

Page 43: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

• Better customer experience• More efficient teams• Better SEO mojo• You control the conversation• Force multiplier

Prosper

Page 44: Stop, Collaborate, and Listen: Unlocking the Potential of Self-Service Help with Renee Schaefer

R E N E E S C H A E F E R C O D E 4 2 @ N O G I N O I DB O D Y L E V E L T H R E E

B O D Y L E V E L F O U RB O D Y L E V E L F I V E

Stop, Collaborate, and ListenUNLOCKING THE POTENTIAL OF YOUR SELF-SERVICE HELP