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| WebWalker's World | March 1997 |
Tech Support and You: A match made in hell Part 2
Last month I prefaced my suggestions on how to get the best technical support with a discussion of the factors that make up a support technician's day, as well as a few anecdotes about people that they typically deal with.
While this wasn't a technical discussion, per se, it does give a peek into who you're are dealing with when you call Technical Support and better prepares you for that most difficult subject of human interaction. This month I will get down to the nitty-gritty of navigating a typical support call.
Because there are so many different things that go wrong with computers, it is best to limit this commentary to generalities that everyone can use with any company, supporting either hardware or software. I understand that AutoDesk does not offer direct support, preferring to leave that to their dealers. While this is unsavory, it is simply a hazard of doing business with them.
When you first call technical support for a product, keep in mind that you will probably be routed through a voice mail maze. Since no one likes to spend 20 minutes (or more!) on the phone only to discover that they have spoken to the wrong person, do your best to follow the maze through to the cheese. If you simply hate telephone menu systems or don't feel like running the gauntlet, you will typically have the option to "hang on for an operator if you don't have a touch tone phone." I'll sometimes go this route when I have already done a complete loop in the company's voice mail system and not found what I was looking for.
Once you have been routed to the right person to help you, do yourself a favor by starting the conversation with a smile: Everybody likes a friendly greeting. Request a tracking number for the call straight away and get their ID and first name. Have the following information at your fingertips:
I think most of these categories are self explanatory, but for the last. A Problem Statement is the customer's observations of what the computer is doing or not doing that caused them to call in the first place. A Problem Statement of, "It's just freaking out all over the place" doesn't cut it. Be as precise as possible, even documenting your observations before you call. You don't need X-Ray vision to get a good Problem Statement, just be as conscientiously observant as you would if you were dealing with your car. A good problem statement can cut a 3 hour long distance call to 15 minutes in many cases. The collection of this data must be done, either on the phone or off so it behooves you to do the work yourself instead of paying to sit on the phone while someone else wastes your money trying to guess at the answers.
Unlike our fictional flock of Peugeot mechanics in Part 1, the support engineer will never lay eyes on your machine and you must be their eyes, ears, and hands in advance and during the call. This means dealing with a couple of things that you might not want to hear: Don't ever assume that you know what the support engineer is going to tell you next. If you jump ahead of a tech's instructions, you may steer yourself down a wrong path, causing subsequent instructions that the tech gives you to create new problems or even destroy data. Also, it helps a tech to know that things are going correctly by having you repeat the instruction back to them just before you do it. (Some techs even use phonetic spelling to be sure that you type a command in correctly.) Remember, the tech can't see your screen, so you need to be their eyes. Tell them what's happening as you carry out the instructions you're given. These "checksums" can make it almost impossible to mis-communicate. It may feel like you are going slow but the alternative (going slower!) is much worse.
If you do run on to a scenario where you feel that the technician either doesn't have the information or experience necessary, ask if there is someone who specializes more in the type of problem you are having. Don't play that card in the first five minutes, though. Just feel the situation out and if you think it will help, ask. The support engineer will probably be relieved to pass you on because your problem may represent a embarrassing deficiency in his or her knowledge. Usually there is a structure to a support organization that deals with the most common problems first then steps you through the system the freakier the problem gets. Remember to always thank the tech, even if they are just transferring you to a more senior engineer; it means that if you ever talk to the first level tech again, recognition of your name and your voice will bring with it the recollection of your gracious manner.
When you get to the second level tech, ask what type of problem statement the previous tech gave, and clarify as necessary. This isn't to insult anyone's motives or intelligence; it just makes clear that you want communication to happen as clearly as possible. The second level tech will love you for it.
If the call ends inconclusively (i.e., you don't get your problem solved) it will end in a limited number of ways:
If your problem doesn't get solved and you need to call back, be sure you have that call tracking number. This will allow the next tech you speak with to read his forerunner's comments on the problem and his solution, and spare you the time and effort of telling someone new the same problem all over again, and maybe even starting down the same path to a solution that didn't work. Again. Also, be sure you have the support engineer's first name and their ID number. Don't bother asking for last name: You won't likely get it. Some techs I know have made the mistake of giving it out and started getting calls in the middle of the night from lonely (or clueless) users.
Finally, consider the following:
Armed with this information, you should be able to successfully navigate almost any technical support system. As the popularity of computers increases, so too does the number of calls to technical support. Some companies are so overwhelmed that they have truncated their live support and now only offer email or automated fax-back support. Check your documentation when you buy a product and if they don't list a voice number for support, take it back. For next month I'd like to give the PAUG members a chance to get some specific questions answered. Email me with your questions (stick to Windows95 or the Internet as your topics) at webwalker@accessone.com. I'll look over the batch and answer a few questions that have been nagging you. Peace, Webwalker |
| (R. Marshall Webber is a Web Developer for the largest building in the world, The Boeing Company's Everett, Washington Commercial Airplane Group. He and his wife, Sarah, make their home near Seattle.) |
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