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Supporting Your Extended Enterprise Partners

  • September 2, 2022
  • 8 replies
  • 96 views

katie
Helper I
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Hi all! What is your process for logging and addressing support items from your EE clients? Example: We have 5 EE partners, and all of them have a few PowerUsers each. They frequently have page and menu change requests, technical questions, troubleshooting questions, etc. What are the best ways to log and address these items? Currently, they are e-mailing me, but that is becoming unwieldy and ultimately, as we grow, isn’t sustainable. We don’t have the Zendesk app (yet) so I’m looking for creative and cost efficient ways to create a ticketing system and want to see what others may have done around this. Many thanks for any ideas you have! 

8 replies

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  • Influencer II
  • September 2, 2022

Hi Katie, 

I would be happy to share with you some other options have worked with our team internally , and other customers that we have worked with.  It most certainly can become unwieldy for sure.  Feel free to shoot me a message.  There are other options out there.  How many Power Users and extended enterprise environments do you have currently ? 


JeanetteMcVeigh
Hero III
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Hi!

Currently, still using email process, but are also thinking about making it a ticket request (we do use a ticketing system for help stuff, so this would just be process change).

During initial implementation for the EE, we have weekly meetings with the teams before, during and for a few weeks after implementation (we are still newbies here - only been live for 18 months or so), so most of our EEs are still in the during or after stage - with more being added over the next few months.

I would suggest a ticketing process or something sustainable for work during holidays or when you simply aren’t available.  We are moving that way because I am cross training some of our internal superadmins on how to do these types of things.

Good luck and I look forward to other suggestions as well.

~jeanette


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  • Helper I
  • September 2, 2022

My eyeballs are fully locked on this thread. We are also using email for tickets, but we’re in the process of shopping for a ticketing system that is HIPAA compliant. The issue is that all HIPAA-compliant systems are at the highest tier of pricing. If anyone has any recommendations for this, please shout them out from the rooftops!


mwd
Contributor II
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  • Contributor II
  • September 2, 2022

We started using Asana to track this - we have users fill in an Asana form which feeds a project, creates a task, and notifies our ops person. We then work the ticket through our swim lanes and prioritisations and let them know when it is done

 


dklinger
Hero III
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  • Hero III
  • September 2, 2022

@katie - (not too far off from what @mwd is doing) we are a decentralized shop and use a SCORM wizard (made with Jotform) with teams to gather updates for content. As a tool? Form generators can be extremely cheap - and with O365? You will probably have MS Forms implemented - allowing for you all to have a way of collecting data on catalog changes.

Would be curious about the offerings you are making to your different EE partners. In the end, you are offering a type of product - and that is what I am most curious about. When is a catalog/menu change a product? And do you force folks to stay within the same format? Or do you all off road and completely custom pages/ experiences to support their needs.


willingworth
Influencer III
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  • Influencer III
  • September 20, 2022

@dklinger
Can you elaborate on what a SCORM wizard is / does? I’m assuming a SCORM package that is designed with a specific workflow - not just a learning module.


dklinger
Hero III
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  • Hero III
  • September 20, 2022

Morning @willingworth.

It is purely an internal form. Not a scorm package or anything like that. It is not a learning module.

We call it a wizard because it collects key details to deploy learning into the CLOR and Docebo.

 


Bfarkas
Hero III
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  • Hero III
  • September 20, 2022

@dklinger
Can you elaborate on what a SCORM wizard is / does? I’m assuming a SCORM package that is designed with a specific workflow - not just a learning module.

The SCORM Wizard: