Navceed

Workflow break check · your result

Where your support escalation typically breaks

These are the places setups like yours usually fail; they are not findings about your systems, since nothing here looked at them. Each one comes with a way to check it yourself. Navceed is being built to run checks of these six kinds; today it runs them on an example company, and connecting your own tools is coming next.

You weren't sure on 3 of 12 questions. Not knowing is the first gap: a break in a step nobody can see goes unseen. Those answers count as risk in this result.
IntakeThe ticket is tied to the right account
2 check first
TargetsPriority and plan set the clock
3 check first
EscalationLate tickets reach the right person
1 check first
3 more
EngineeringThe ticket gets a linked issue
Not flagged
Status backProgress returns to the ticket
1 also check
Account viewThe CRM shows open issues and risk
1 also check

1. The targets follow old rules or the wrong working hours

Check firstTargetsRun by support opsabout 20 min

Shown because you answered “There is no such rule”; “Nobody has decided”.

How to check, and why it happens
How to check. Ask the admin when the calendar, the holiday list and each target rule were last changed. Open five tickets that breached over a weekend or holiday and compare the due time with the calendar by hand. Exclude tickets whose clock was paused on purpose, tickets that arrived outside the customer's stated hours of cover, and a clock that shows as paused outside working hours, which can be normal.

A target rule or a working-hours calendar is changed, but tickets already open keep the old numbers. Tickets over a weekend or holiday show a due time that does not match what the customer was promised.

Why it happens. Working-hours calendars, holidays and target rules are separate settings, and in some tools a change reaches an open ticket only when something else updates it.

Usually fixed by: Support operations (calendar and rules), with the support lead (what was promised to customers).
Kind of break, one of six: Condition: does a rule that should always hold, hold? Freshness: is the step still running, and on time?
Sources: Vendor documentation · Vendor documentation · Vendor documentation

2. The escalation goes to a duty rota with nobody on it

Check firstEscalationRun by support opsabout 15 min

Shown because you answered “Nobody has decided”; “There is no such rule”.

How to check, and why it happens
How to check. Open the rota for the next 30 days and look for any hour with no one on it, especially nights, weekends, public holidays and hand-over minutes. Then ask: what does the escalation do in that hour? Do not count gaps that are agreed in writing (for example, no cover outside contracted hours).

The rota has gaps (nights, weekends, holidays, hand-over hours). A late or critical ticket is escalated to the rota and, in the gap, nobody receives it, or it is sent on to a second level that nobody checks.

Why it happens. Rotas are built to cover working shifts, and the rule that escalates to them was written assuming that someone is always on it. In some on-call tools, an hour with nobody on call means nothing is created at all. How a rota kept in a spreadsheet behaves is our reading.

Usually fixed by: The support lead or the rota owner, with the admin of the tool that holds the rota.
Kind of break, one of six: Arrival: did it show up in the next tool in time? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation

3. The ticket is tied to the wrong customer account

Check firstIntakeRun by support opsabout 20 min

Shown because you answered “There is no such rule”; “An agent picks the account by hand”.

How to check, and why it happens
How to check. List accounts that share an email domain (ask the admin, or group the contact list by domain). For each, open three recent tickets from that domain and ask the account owner whether the account on the ticket is the right one. Skip tickets that are mixed on purpose, such as an internal admin writing for the whole group.

Two accounts share an email domain (a parent and its subsidiaries, a reseller and its customers, a consultancy that supports several clients). The ticket lands on one of them, so targets, escalation and the "open issues" count go to the wrong account and the wrong owner.

Why it happens. In some tools, domain matching picks one account when several fit, and the person writing in is not asked which account they mean.

Usually fixed by: CRM admin (account structure), with support operations (matching and manual override).
Kind of break, one of six: Field landed: did each field arrive with a value, in the right place? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation · Vendor documentation

4. The ticket has no priority or plan, so it gets no target, or the wrong one

Check firstTargetsRun by support opsabout 20 min

Shown because you answered “There is no such rule”; “I'm not sure, to: What decides a ticket's priority and its response target?”.

How to check, and why it happens
How to check. Take 20 tickets from last month, mixed across plans. Exclude spam, merged tickets, and tickets created by staff for a customer. For each, write down priority, plan, and which response and resolution targets the tool shows. Count tickets with no target and premium tickets showing the default target.

A ticket arrives with no priority, or the customer's plan is not part of the rule, and either no response clock starts or the slowest default applies. A premium customer's ticket then waits like everyone else's, and nothing marks it as late.

Why it happens. In some tools the targets are keyed to the priority field and to the first rule whose conditions match, and nobody checked what happens to tickets that fit no rule. Whether your plan or tier is wired into the rules is our reading.

Usually fixed by: Support operations (intake rules, target rules), with the account owner (which plan gets which target).
Kind of break, one of six: Field landed: did each field arrive with a value, in the right place? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation · Vendor documentation · Vendor documentation

5. The clock is stopped while the customer is still waiting on you

Check firstTargetsRun by support opsabout 15 min

Shown because you answered “There is no such rule”; “I'm not sure, to: What does your waiting or on-hold status mean?”.

How to check, and why it happens
How to check. List open tickets that have sat in a waiting or on-hold status for more than three working days. For each, mark who the ticket is waiting on: the customer (fine) or us (a break). Do not count tickets where the customer asked you to pause. Compare the target shown with the real time since the customer wrote.

A ticket is parked in a "waiting" or "on hold" status because engineering has it, and the target stops counting. The customer has heard nothing for days and the report still shows the ticket as on time.

Why it happens. In some tools a target pauses on a "waiting" status because that status was meant for "waiting on the customer", and teams also use it for "waiting on us". Which targets pause differs by tool and by target.

Usually fixed by: Support operations (statuses and which targets pause), with the support lead (what each status means).
Kind of break, one of six: Freshness: is the step still running, and on time? Condition: does a rule that should always hold, hold?
Sources: Vendor documentation · Vendor documentation · Vendor documentation

6. The ticket arrives and is tied to no customer account

Check firstIntakeRun by support opsabout 20 min

Shown because you answered “An agent picks the account by hand”; “I'm not sure, to: How would you notice that a field arrived blank, or in the wrong place?”.

How to check, and why it happens
How to check. Export last month's tickets without customer messages, and keep the file inside your team's approved place. Remove spam, merged tickets and auto-closed bounces. Keep tickets from senders who are known customers (their address exists in the CRM). Count how many have no account on the ticket, and group them by the sender's domain. A large group on personal-mail domains, or on a subdomain of a known customer, shows the gap. Do not count first-time prospects who are not customers yet.

A customer writes from a personal address, a different part of the company's domain, or before the account was set up, and the ticket sits with no account on it. The response targets, the escalation to the account's owner and the per-account counts all depend on that account, so none of them fire.

Why it happens. Tickets are matched to accounts by the sender's email address or domain, and that match fails for personal addresses, subdomains and people who wrote before the rule existed.

Usually fixed by: Support operations (matching rules), with the CRM admin (account domains and contact records).
Kind of break, one of six: Field landed: did each field arrive with a value, in the right place? Arrival: did it show up in the next tool in time?
Sources: Vendor documentation · Vendor documentation

Show more (5)

7. The late-ticket alert repeats until people ignore it, or stops firing

Check firstEscalationRun by support opsabout 15 min

Shown because you answered “A rule alerts the support manager every hour until the ticket changes”; “Monthly, quarterly or at close”.

How to check, and why it happens
How to check. Pick three tickets that were escalated last week and count the alerts each produced. Then pick the day with the most late tickets and compare "tickets late" with "alerts sent". Exclude tickets that were updated between alerts (a new alert there is correct). Three or more alerts with no change on the ticket, or fewer alerts than late tickets on a peak day, point here.

An hourly rule for late tickets either alerts again and again about the same ticket, or does not alert at all on a busy day. After a week of noise people mute it, and the one ticket that matters is missed.

Why it happens. In some tools, time-based rules run on a schedule, match again on every run unless they change something on the ticket, and can act on only a set number of tickets per run. Whether other tools repeat or fire once is our reading.

Usually fixed by: Support operations (rule design) or the help desk admin.
Kind of break, one of six: Freshness: is the step still running, and on time? Count: do the numbers at each end agree?
Sources: Vendor documentation

8. The escalation names someone who has left or is away

Check firstEscalationRun by your help desk adminabout 15 min

Shown because you answered “There is no such rule”; “Nobody has decided”.

How to check, and why it happens
How to check. Take the list of people who left or are on long leave in the last 90 days from HR or the admin. Search the escalation rules, the rota and the account-owner field for those names. Count open tickets and accounts that still name them. Exclude people with a deputy set in writing.

The rule sends the alert to a named person, a ticket owner or an account owner who has left, been switched off or is on leave. Their tickets move to a shared group or pile up, and the alert goes to an inbox nobody reads.

Why it happens. Escalation rules and account-owner fields are filled in by name, and they are not part of the leaver checklist. In some tools a deleted agent's tickets fall back to a shared group; the case of someone who is only away is our reading.

Usually fixed by: The admin of each tool, with the support lead and account management (leaver checklist).
Kind of break, one of six: Condition: does a rule that should always hold, hold? Arrival: did it show up in the next tool in time?
Sources: Vendor documentation

9. The account page shows the wrong number of critical issues

Check firstAccount viewRun by your help desk adminabout 15 min

Shown because you answered “An agent picks the account by hand”; “I'm not sure, to: How would you notice that a field arrived blank, or in the wrong place?”.

How to check, and why it happens
How to check. Choose five accounts you know have open critical problems and five that you know do not. Compare the number the CRM shows with a hand count in the help desk and the engineering tracker. Exclude tickets waiting on the customer if the count rule leaves them out on purpose.

The CRM account shows zero open critical issues when there are some, or still shows one after it was fixed. The account owner prepares a renewal or a call on the wrong picture.

Why it happens. In some tools a count on an account is built from linked records filtered by status and priority. An unlinked ticket, a renamed status or a delayed update changes the number (our reading).

Usually fixed by: The CRM admin with support operations (what counts as open and critical).
Kind of break, one of six: Count: do the numbers at each end agree? Field landed: did each field arrive with a value, in the right place?
Sources: Vendor documentation

10. The account's own owner never hears about the escalation

Worth a quick lookEscalationYou can run thisabout 20 min

Shown because you answered “A rule alerts the support manager every hour until the ticket changes”.

How to check, and why it happens
How to check. Take the last five escalated tickets from named accounts. For each, ask the account owner: when did you first hear about this, and from whom? Exclude escalations on internal or test accounts. If more than one learned it from the customer, this break is likely.

A critical or late ticket is escalated to the support lead or the engineering channel. The person who owns the customer relationship, and who would call the customer, learns about it from the customer, days later.

Why it happens. The people the help desk can notify are its own agents, while account owners live in the CRM, and nothing looks up the owner of the ticket's account. In some tools escalation reaches the assigned agent or a supervisor; whether it can reach someone who is not a help desk user varies by tool (our reading).

Usually fixed by: Support operations with the head of account management.
Kind of break, one of six: Arrival: did it show up in the next tool in time?
Sources: Vendor documentation

11. "Closed" in engineering is read as "fixed", even when it was cancelled

Worth a quick lookStatus backRun by support opsabout 15 min

Shown because you answered “I'm not sure, to: How would you notice that a field arrived blank, or in the wrong place?”.

How to check, and why it happens
How to check. List linked issues closed in the last 60 days, grouped by how they were closed. For every one not closed as done, open the ticket and check what the customer was told. Exclude issues merged into another one that is still open and followed.

An issue is closed because it was cancelled, duplicated or declined, and the ticket is updated or solved as if the problem were fixed. The customer may be told it is done when it is not.

Why it happens. The status mapping between the tools counts every finished state the same. In some tools both "done" and "cancelled" trigger the ticket update; what the customer is then told depends on what the team does next (our reading).

Usually fixed by: Support operations with the engineering manager (agree what each closed state means to the customer).
Kind of break, one of six: Return path: does what the next tool did get back to the first? Field landed: did each field arrive with a value, in the right place?
Sources: Vendor documentation

The common questions follow six kinds of check: Arrival (did it show up in the next tool in time?), Return path (does what the next tool did get back to the first?), Count (do the numbers at each end agree?), Freshness (is the step still running, and on time?), Field landed (did each field arrive with a value, in the right place?), Condition (does a rule that should always hold, hold?).

Checking by hand does not last

Everything above is a one-off look. The breaks that cost you are the ones that start next Tuesday, when someone changes a field.

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