Wish lists and their management are a frequent point of discussion in the customer support and success world. A wish, or enhancement request, is created when a customer would like the product to act differently than it currently does. Enhancement requests are added to the product team’s backlog, together with requirements from marketing, bug fixes and other development items, such as platform and technology upgrades. All items in the backlog are usually prioritized by product management, some will eventually be developed while others won’t
Customer Success and Support teams, focusing on single customers or transactions, are usually concerned with enhancement requests that represent the needs of individual customers. Conversely, Product Management and Engineering will focus on the needs of broader segments of the customer base as well as the overall needs of the market. Consequently, discussions with product management or engineering tend to break down and leave everybody frustrated. The question is therefore, how can Customer Support and Success teams succeed in making the case to Product Management for product enhancement?
From my own experience, there are several key actions to take:
- Screen – Ensure that any enhancement requests you promote are in line with the product’s strategic direction. If they are not, then you’ll be misleading customers and losing credibility both externally and internally
- Quantify – the number of customers that need, or are expected to need, this enhancement. [How do you know how many will need it? Sometimes it is obvious, for example, customers using a certain application or technology platform, customers subject to certain regulations]
- Assign value – Estimate the risk the company is facing as a result of not implementing this enhancement. Consider what the company will lose due to not implementing this enhancement, this can range from having a single disappointed system administrator to losing revenues from multiple large customers for several products
- Bundle – Are there several enhancement requests that are similar enough to be combined, or close enough to be developed jointly?
- Recruit Customers – create a forum for customers to help refine the definition of the enhancement requests and solicit votes and comments. Doing so will help you in assigning value to the each enhancement. Françoise Tourniaire has an excellent blog post on managing wish lists in your customer forums
Following these steps will help you come to the product planning discussion equipped with high quality information and better, more strategic arguments than the fairly common “VIP Customer x wants the product to make espresso” argument, and hopefully you’ll have better results to show for it.
One of the problems in running any large, globally distributed organization is the potential disconnect between executives in HQ and the teams on the front lines. Frequently it is very difficult to know what’s on the minds of the individual engineers and managers, especially in remote locations where the executive in charge flies in for a few days every six months at best, holds a team meeting and flies away again after a day or two
A partial remedy to this disconnect are periodical reviews with every first line manager and team lead in the organization. These reviews go by multiple names, from Quarterly Business Review, or QBR to Deep Dive. Many executives hold them with their direct reports as a checkpoint to track execution, raise problems and float ideas. A much smaller subset run such review meetings with front line managers. In this post I’d like to share the format that worked for me in the past and which I helped others implement as well
These review meeting can take a number of directions, they can be quantitative or qualitative, and they can explore or review. My preference was to focus the meetings mostly on qualitative and exploratory side, for three reasons:
- Support organizations, especially large and mature ones, have a very strong, often excessive, metrics and reporting discipline. Key metrics are reviewed regularly and visible to all stakeholders as well as broader populations. Consequently, the likelihood of new discoveries is low and the opportunity to exchange ideas and unstructured information is lost
- Focusing on metrics, where the executive “reviews” the performance will invariable give the meeting a critical atmosphere and create tension. It will not encourage a free discussion and building of communication channels which the executives should value and the team managers appreciate
- Numbers and charts are the safe zone for many support managers, often they are used to divert meaningful communications. Instead, having an open, qualitative, discussion forces a different layer of communication without the usual crutches
So, rather then focusing on metrics and dashboards we can have the discussion cover several basic items:
- Recent accomplishment – this was a chance for the manager to demonstrate the successes of the team. Review the workload and the ways it changed over time, as well as several important metrics [I know I just contradicted myself, but please bear with me]. This should be the only part of the meeting where numbers and metrics play a primary role in the discussion rather than an illustration to a specific point
- What works? While the previous section focuses on the team being reviewed, this can be an opportunity to provide feedback and insight on other parts of the organization, the company and share success stories. Examples could be any experiments the team has conducted, an initiative they set in place, and so on.
- What doesn’t work? Surprisingly, this proved to be the hardest part of the meeting for many managers. There were attempts to rename it [e.g., “Things We Can Improve”], non responses [“I really can’t think of anything”] and more. But, for me, it was an extremely useful part of the meeting, for two reasons: First, it gave me a perspective into the difficulties the teams were facing, and second, it allowed me to understand how the managers functioned in a slightly stressful situation
- People and development plans – a key part of every executive’s responsibilities should be the development of every person within the organization. It is easy to focus on individuals who stand out in one way or another, high-flyers, troublemakers and extroverts usually stand out. However, reviewing every individual in the team, even briefly, can provide additional insight into the team’s chemistry and all the individuals within it. Frequently this is the opportunity for the managers to voice concerns that otherwise do not make their way up the organization.
- Anything else – ensure there’s sufficient time where the managers have the opportunity to discuss any point they feel they should but had no opportunity earlier in the meeting
Some helpful guidelines:
- Provide guidelines for preparation – ask the managers to take sufficient time to prepare, consult with their own team members, peers and direct manager
- Allocate sufficient time, between 60-90 minutes for every meeting
- limit the amount of paper or slides permitted. For example, require that each of the above sections be limited to a single slide, with 4-6 bullet points in each, otherwise you are doomed to death by powerpoint.
- Be prepared with questions, an understanding of the people and environment the team operates in and a good number of questions. A good place to start is the notes from the previous meeting with that manager as well as a briefing with their direct manager
- Resist the temptation to solve problems during the meeting
- Under no circumstances make this a punitive opportunity. Do that even once and the information will spread through the organization faster than you think
- Take notes and action items, but do not assign them outside of the organization’s management hierarchy
A generic version of slides for support business review can be found on slideshare
In summary, use this as an opportunity to learn more about the organization and, mostly, its people and the opportunities you can use to help them develop individually as well as increase the capabilities of your entire organization