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Using

 the  CMMI-­‐SVC  to  Transform  an  


Organiza8on  into  a  High-­‐Func8oning,  
Customer-­‐Driven  Profit  Center  
Henry  Schneider/PPQC    
Dan  Stoller/OMNI  
2010  SEPG  
Savannah,  Georgia  
Agenda  

  Background  
  OMNI  Overview  
  Issues  with  Delivering  Engineering  Services    
  ISO  9000  Limita8ons  Regarding  Services  
  How  CMMI-­‐SVC  Applied  
  Results  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   2  
Background  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   3  
Many  companies  begin  with  a  great  idea  for  a  product  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   4  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   5  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   6  
Case  in  Point  –  OMNI  Flow  Computers  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   7  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   8  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   9  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   10  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   11  
Issues  with  Delivering  Engineering  Services  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   12  
Organiza8on  Structure  

Each  group  has  a  different   Job  Descrip>ons  wriEen  based  on  


customer  focus,  but  must  work   what  someone  was  currently  
Engineering   performing  in  their  assigned  job  
together  to  provide  a  value-­‐ Services   role(s),  not  on  the  expecta>ons  for  
added  customer  experience  
the  job  role  

Return  Material  
Customer  Support   Field  Services   Training  
AuthorizaCon  

Provide  product  
Provide  product  
Provide  help  desk   Provide  product   warranty,  
troubleshooCng  
services   training  services   replacement,  
services  
repair  services  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   13  
Engineering  Services  Strengths  

  Great  customer  service  


  Strong  technical  
background  and  exper8se  
  Field  Services  Technicians  
duplicate  customer’s  
problems  in-­‐house  before  
going  on-­‐site  
  Students  are  tested  to  
determine  what  they  have  
learned  during  a  product  
training  class  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   14  
Engineering  Services  Issues  
  Engineering  Services  evolved  
without  an  overall  strategy  
  Issues  with  capturing  and  tracking  
customer  inquiries  
  Mul8ple  databases  and  systems  in  
use  
  Lack  of  formal  training  for  Field  
Services  technicians  
  Returned  items  diagnosed,  repaired,  
and  returned  to  the  customer,  
some8mes  taking  months  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   15  
ISO  Limita8ons  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   16  
ISO  9000  Limita8ons  Regarding  Services  

  Per  ISO  9000:2008  (clause  7.2.1(a))  


  Service  items  are  called  “post-­‐delivery  acCviCes”  
  ISO  limita8ons  
  Post-­‐delivery  acCviCes  should  be  treated  as  any  other  product  
requirement  and  be  included  in  new  product  development  
  Does  not  work  when  Services  ARE  the  product  
  Standard  does  not  provide  guidance  for  providing  Services    
  Hence  the  need  for  another  model,  standard,  or  
guideline  for  delivering  Services  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   17  
CMMI-­‐SVC  to  the  Rescue!  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   18  
How  CMMI-­‐SVC  Helped  

  OMNI’s  primary  focus  is  on  


obtaining  and  maintaining  
cer8fica8ons  for  the  world-­‐wide  
standards  necessary  for  their  
industry  
  Did  recognize  the  need  for  guidance  
for  delivering  Engineering  Services,  but  
not  interested  in  being  appraised  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   19  
How  CMMI-­‐SVC  Helped  

  Many  of  the  Specific  Prac8ces  


in  the  Maturity  Level  2  and  3  
Process  Areas  provided  the  
needed  guidance,  but  not  the  
whole  model  
  Service  Delivery,  Incident  
ResoluCon  and  PrevenCon,  Service  
ConCnuity,  and  Strategic  Service  
Management  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   20  
Service  Delivery  

  Provided  necessary  guidance  for  Engineering  Services  


to  document  its  exis8ng  service  offerings,  ensuring  
that  each  group  was  prepared  to  deliver  the  defined  
service  offerings,  and  delivering  the  services  
  SP  1.2  Establish  and  maintain  the  service  agreement  
  SP  2.1  Establish  and  maintain  the  approach  to  be  used  for  
service  delivery  and  service  system  operaCons  
  SP  3.1  Receive  and  process  service  requests  in  accordance  with  
service  agreements  
  SP  3.3  Maintain  the  service  system  to  ensure  the  conCnuaCon  
of  service  delivery  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   21  
Incident  Resolu8on  and  Preven8on  

  Provided  necessary  guidance  for  iden8fying,  


documen8ng,  tracking,  repor8ng,  and  resolving  
customer  complaints,  issues,  and  other  service  
interrup8ons  
  SP  2.1  IdenCfy  incidents  and  record  informaCon  about  them  
  SP  2.2  Analyze  incident  data  to  determine  the  best  course  of  
acCon  
  SP  2.5  Monitor  the  status  of  incidents  to  closure  and  escalate  if  
necessary  
  SP  2.6  Communicate  the  status  of  incidents  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   22  
Service  Con8nuity  

  Provided  the  necessary  guidance  to  focus  the  


Engineering  Services  Department  Manager  to  iden8fy  
and  priori8ze  the  essen8al  func8ons  and  necessary  
resources  
  SP  1.1  IdenCfy  and  prioriCze  the  essenCal  funcCons  that  must  
be  performed  to  ensure  service  conCnuity.  
  SP  1.2  IdenCfy  and  prioriCze  the  essenCal  resources  required  
to  ensure  service  conCnuity  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   23  
Strategic  Service  Management  

  Provided  the  necessary  focus  for  establishing  


Engineering  Services’  strategic  needs  and  plans  for  
standard  services  
  SP  1.2  Establish  and  maintain  plans  for  standard  services  
  SP  2.2  Establish  and  maintain  descripCons  of  the  organizaCon’s  
defined  standard  services  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   24  
An  Example  Improvement  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   25  
Former  Inquiry  Process  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   26  
Proposed  Inquiry  Process  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   27  
Results  and  Next  Steps  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   28  
Preliminary  Results  -­‐  1  
#  of  Inquiries  Issued  
160  
140  
120  
100  
80  
60  
40  
20  
0  

Number  of  new  inquiries  per  month  remains  fairly  constant  


®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   29  
Preliminary  Results  -­‐  2  
200  
180  
160  
140  
120  
100  
80   #  Open  
60   #  Closed  
40  
20  
0  

Inquiries  are  being  closed  at  a  faster  rate  


®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   30  
Preliminary  Results  -­‐  3  
ES  Inquiry  Average  Days  Open  
250  

200  

150  

100  

50  

0  

Average  #  of  days  for  an  open  inquiry  has  dropped  by  57%  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   31  
Preliminary  Results  -­‐  4  
Average  of  All  ES  Inquiries  (Open  and  Closed)  
180  
160  
140  
120  
100  
80  
60  
40  
20  
0  

Average  number  of  all  inquiries  has  dropped  by  43%  


®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   32  
Explana8on  of  Improvement  

  Measurements  are  being  taken,  analyzed,  and  


communicated  
  Inquiry  process  has  been  improved  
  Daily  team  meeCngs  to  discuss  new  and  open  inquiries  
  Close  the  inquiry  when  a  customer  receives  an  answer/
resoluCon  
  Reopen  the  inquiry  if  a  customer  responds  with  a  quesCon  or  
addiConal  informaCon  
  Staff  has  been  trained  to  reduce  dependency  on  key  
“knowledge  masters”  within  OMNI  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   33  
Accomplishments  -­‐  1  

  Job  Descrip8ons  have  been  wrijen  to  document  the  


expecta8ons  for  each  manager  and  technical  job  role  
  Customer  issue  data  are  now  fed  to  the  appropriate  
department  for  resolu8on  
  Product  issue  and  enhancement  data  are  now  
forwarded  to  Product  Development  for  considera8on  
in  future  releases  
  Management  now  has  insight  into  Engineering  
Services  work  levels  and  issues  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   34  
Accomplishments  -­‐  2  

  Goals  established  for  different  service  performance  


levels  and  Engineering  Services  personnel  are  working  
towards  mee8ng  those  goals  
  Training  evalua8on  data  are  used  to  drive  
improvements  in  training  materials  and  delivery  
  Complaint  data  are  now  reviewed  and  analyzed  to  
determine  service  improvements  

®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   35  
Next  Steps  

  Establish  and  plan  an  Engineering  Services  


departmental  budget  
  Evaluate  Engineering  Services  job  descrip8ons  
  Establish  a  training  program  to  bring  staff  knowledge  
up  to  required  proficiency  levels  

BOTTOM  LINE  
CMMI-­‐SVC  can  be  very  effec8ve  in  helping  an  organiza8on  to  
rapidly  achieve  improvement  
®2009  ***Proprietary***    All  Rights  Reserved  -­‐  Process  and  Product  Quality  Consul>ng,  LLC   36  

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