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 4 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
1 check first
1 more
TargetsPriority and plan set the clock
2 check first
1 more
EscalationLate tickets reach the right person
2 check first
1 more
EngineeringThe ticket gets a linked issue
1 check first
Status backProgress returns to the ticket
1 also check
Account viewThe CRM shows open issues and risk
1 also check

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

Check firstTargetsRun by support opsabout 15 min

Shown because you answered “It depends on the agent, and nobody reviews how long tickets stay there”; “I'm not sure, to: Is there a rule that should always hold (for example, every critical ticket reaches a person within a set time), and does anything check it?”.

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

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

Check firstEscalationRun by support opsabout 15 min

Shown because you answered “A rota covers office hours and shifts only”; “Someone notices and tells us”.

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 arrives and is tied to no customer account

Check firstIntakeRun by support opsabout 20 min

Shown because you answered “Someone notices and tells us”; “I'm not sure, to: How is a ticket tied to the right customer account?”.

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

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 “We have no response targets”; “I'm not sure, to: Is there a rule that should always hold (for example, every critical ticket reaches a person within a set time), and does anything check it?”.

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 account's own owner never hears about the escalation

Check firstEscalationYou can run thisabout 20 min

Shown because you answered “Someone notices and tells us”; “I'm not sure, to: How is someone told when a ticket is late, or about to be?”.

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

6. A ticket that needs engineering never gets an engineering issue

Check firstEngineeringRun by support opsabout 20 min

Shown because you answered “Someone notices and tells us”; “I'm not sure, to: How does a ticket that needs engineering get an engineering issue, and how does the result come back?”.

How to check, and why it happens
How to check. Pull tickets from last month tagged as a bug or with a known fault. Exclude duplicates, tickets answered with a how-to, and customer-error cases. Count how many have no linked issue, and sample five linked issues to see whether the customer's account and plan appear.

The ticket is tagged as a bug but nobody creates the issue, or it is made by copy and paste with no link back. Engineering never sees it, or sees it with no customer, plan or urgency attached.

Why it happens. Creating and linking the issue depends on the agent doing it by hand, and on every agent having an account in the engineering tracker (our reading).

Usually fixed by: Support operations with the engineering manager (intake rule).
Kind of break, one of six: Arrival: did it show up in the next tool in time?
No public source found for this one: it is our reading of how these hand-offs usually work.

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

Check firstTargetsRun by support opsabout 20 min

Shown because you answered “I'm not sure, to: Is there a rule that should always hold (for example, every critical ticket reaches a person within a set time), and does anything check it?”; “We have no response targets”.

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

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

Check firstEscalationRun by your help desk adminabout 15 min

Shown because you answered “Someone notices and tells us”; “I'm not sure, to: How is someone told when a ticket is late, or about to be?”.

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 ticket is tied to the wrong customer account

Check firstIntakeRun by support opsabout 20 min

Shown because you answered “I'm not sure, to: Is there a rule that should always hold (for example, every critical ticket reaches a person within a set time), and does anything check it?”; “I'm not sure, to: How is a ticket tied to the right customer account?”.

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

10. A failed payment or a churn-risk signal does not reach the account's owner

Check firstAccount viewRun by your help desk adminabout 20 min

Shown because you answered “Someone notices and tells us”.

How to check, and why it happens
How to check. List the last 10 failed payments in the billing tool, leaving out ones that succeeded on automatic retry the same week; you need only "failed or paid" and the account, never card or bank details. For each, check in the CRM that the account was flagged, and ask the account owner when and how they found out. Do the same for the last five accounts that cancelled: was a risk signal raised beforehand?

A customer's payment fails or their health score drops, and the CRM is flagged or a message goes to a shared inbox. The person who owns the account does not hear until the next review or until the customer cancels.

Why it happens. The signal is created in the billing or usage tool and has to find the account, then its owner, then notify them; a failed delivery or a missing link at any point leaves it unseen. In some billing tools, events are retried for a limited time only.

Usually fixed by: Revenue operations with finance (billing link) and account management.
Kind of break, one of six: Arrival: did it show up in the next tool in time? Freshness: is the step still running, and on time?
Sources: Vendor documentation

11. The link shows engineering's status but the ticket never changes

Worth a quick lookStatus backRun by your help desk adminabout 15 min

Shown because you answered “I'm not sure, to: How does a ticket that needs engineering get an engineering issue, and how does the result come back?”.

How to check, and why it happens
How to check. In the engineering tracker, list 10 issues closed in the last 30 days and linked to tickets. For each, look at what the ticket did on the day the issue closed: status change, note, reopen. Exclude issues closed because the ticket was merged, spam, or duplicates.

The ticket is linked to an engineering issue and the issue is closed. The ticket stays open or solved, and the customer is not told, because the link displays status and nothing acts on it.

Why it happens. A link between the tools is one setting; updating or reopening the ticket is a separate step that someone has to switch on. In some tools it needs an admin and a higher plan.

Usually fixed by: The help desk admin with the engineering tracker's admin.
Kind of break, one of six: Return path: does what the next tool did get back to the first?
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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