Does your company have any standard operating procedures documents, how is it structured and how doe

User: "Daniel Jiang"
Updated by unknown

Hi!

I was wondering about how many companies here use SOP documents. Does your company have any standard operating procedures documents, how is it structured and how does it fit with CRM software like Zendesk?

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    User: "Alex Turkovic"
    Updated by unknown

    Yes! @Daniel Jiang and I had a nice conversation. He's really trying to get into the nuts and bolts of what frustrates CS/Customer-facing teams in an effort to try and drive as much value into his consultancy as possible. Pretty cool approach.

    @Jim Ashley - happy to chat as well. Feel free to use the same link to book some time on my calendar. ;-)

    User: "Jim Ashley"
    Contributor
    Updated by unknown

    Did you connect on this? I would love to hear about this, as well. We are fixing Zendesk as we speak (and Hubspot for that matter), but would love your insight on this. 

     

    User: "Alex Turkovic"
    Updated by unknown

    Sure thing! Here is my Calendly link if you want to find a time slot that works for a chat: https://calendly.com/alex-turkovic/30min

    User: "Daniel Jiang"
    Seeker
    OP
    Updated by unknown

    @Alex Turkovic  this is very interesting and something which I am currently exploring. Is there a way to contact you directly to perhaps set up a voice chat and find out a little bit more? 

    User: "Alex Turkovic"
    Updated by unknown

    They are primarily built using Google Docs and Google Sites. We do use the community functionality of zendesk for both client facing and internal documentation, though we have yet to integrate that work into the ticket forms themselves.

    User: "Daniel Jiang"
    Seeker
    OP
    Updated by unknown

    Hi @Alex Turkovic  that sounds awesome! Are these playbooks that contain the scenario-based SOPs from an app or extension within Zendesk or is this something customised that you guys built on your own?

    User: "Alex Turkovic"
    Updated by unknown

    We've built entire team playbooks which contain scenario-based SOPs that can be easily referenced. These procedures were put in place and designed during implementation of the tool (Zendesk), which means all of the ticket forms align nicely with the documentation, eliminating the guesswork needed to get tasks done quickly and correctly.

    User: "Kevin Mitchell Leonor"
    Updated by unknown

    Yes and it is usually structured as the following

    Problem statement:

    Solution:

    Materials:

    Stakeholders affected:

    Procedures:

    Risk/Barriers:

    Post-play maintenance: