{"id":12589,"date":"2016-05-13T10:43:58","date_gmt":"2016-05-13T15:43:58","guid":{"rendered":"https:\/\/blog.planview.com\/?p=12589"},"modified":"2020-02-25T10:47:04","modified_gmt":"2020-02-25T16:47:04","slug":"how-integrating-zendesk-with-leankit-changed-customer-support","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/how-integrating-zendesk-with-leankit-changed-customer-support\/","title":{"rendered":"How Integrating Zendesk with Planview AgilePlace Changed Customer Support"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12590\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/integrations.jpg\" alt=\"\" width=\"740\" height=\"493\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/integrations.jpg 740w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/integrations-300x200.jpg 300w\" sizes=\"auto, (max-width: 740px) 100vw, 740px\" \/><\/p>\n<p>My name is Andy Hoover and I manage our Customer Support operations here at Planview AgilePlace. I spend my time making sure our amazing team of support agents has the tools, training and processes in place to help our\u00a0customers with any questions or problems they run into when using Planview AgilePlace.<\/p>\n<p>In this post, I\u2019ll explain how Planview AgilePlace\u2019s support agents use\u00a0<a title=\"\" href=https:\/\/www.planview.com\/products-solutions\/products\/leankit\/leankit-integrations\/ target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">Planview AgilePlace integrations<\/a>\u00a0to automate part of the ticket escalation process and ensure quick, accurate resolutions for our customers.<\/p>\n<h3>Supporting Planview AgilePlace<\/h3>\n<p>Like customer support representatives elsewhere, Planview AgilePlace\u2019s support agents spend their days \u201cliving\u201d in their help desk tool, Zendesk. Here we work with our\u00a0customers by email, chat, and phone to answer their questions and solve their problems quickly and accurately. (You can reach us at\u00a0<a title=\"\" href=\"https:\/\/success.planview.com\/Planview_LeanKit\/Support\" target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">support.leankit.com<\/a>\u00a0if you have a question or need help with anything Planview AgilePlace.)<\/p>\n<p>Our team of superb customer support agents handles a large number of contacts from customers. We respond quickly and get most issues resolved with a single interaction. But sometimes customers run into an issue which requires more specialized expertise. It might be a bug, an issue particular to one customer\u2019s data, or a task that requires expertise or access beyond what we have on the support team. That\u2019s when we escalate the issue.<\/p>\n<p>Our escalation process works like this: When an issue comes up in Customer Support that requires more specialized expertise, the Customer Support agent escalates the issue to the QA team, who then might distribute the needed work to one of the Product Development teams. Then, when the task is completed or the bug fixed, QA confirms the fix and informs Customer Support. Customer Support then confirms with the customer that their issue is indeed resolved.<\/p>\n<h3>Risky Handoffs<\/h3>\n<p>Handing issues from one person to another, not to mention from one department to another, always risks issues falling between the cracks, slow turnaround times and miscommunication. This is especially so when the two sides of the handoff live in different tools.<\/p>\n<p>Also, the mythological \u201cmultitasking\u201d (also called task switching), which amounts to having your focus and attention shifted from one context to another, slows your progress and lowers the quality of each task you\u2019re trying to balance. Having developers shift from one tool to another to respond to unpredictable support demands would hamper their development work, and probably wouldn\u2019t provide the best support anyway. Our COO Jon Terry wrote a great article about\u00a0<a title=\"\" href=\"\/the-7-deadly-wastes-of-lean\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">task switching and other wastes that impact business growth<\/a>.<\/p>\n<h3>Planview AgilePlace (and Zapier) to the Rescue<\/h3>\n<p>So, how did we solve this conundrum? We needed to give the best support we could to our\u00a0customers by drawing on the expertise of the QA and Product Development teams, while at the same time not pulling developers and others out of their tool and into another. We couldn\u2019t afford to lose information\u00a0handing the issue\u00a0back and forth between teams. How can we hand off things or ask for help when we live in separate tools all day? How can we avoid developers tracking work in separate apps?<\/p>\n<p>We used Planview AgilePlace, of course \u2014 specifically,\u00a0<a title=\"\" href=https:\/\/www.planview.com\/products-solutions\/products\/leankit\/leankit-integrations\/ target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">Planview AgilePlace integrations<\/a>. Planview AgilePlace integrates nicely with a large number of other applications via\u00a0<a title=\"\" href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">Zapier<\/a>, a web automation app that lets you to automate tasks between other online apps.<\/p>\n<p>Using the tool Zapier, I set up a \u201cZap\u201d that creates Planview AgilePlace cards from Zendesk tickets, thus connecting our support ticketing tool\u2014Zendesk\u2014to the tool our QA and Product Development teams use to visualize and track their work\u2014LeanKit.<\/p>\n<p>It works like this: When a ticket needs to go to the Product Development squads or QA, Planview AgilePlace support agents mark it with certain tags. Tickets marked with these tags show in a special saved view in Zendesk. The Zap we created watches for new tickets in that saved view. When a ticket first arrives there, the Zap creates a card on a \u201ctriage\u201d board in Planview AgilePlace used by the QA and Product Development teams. The card includes the support ticket number as the card\u2019s external card ID, a description of the issue and a link to the Zendesk ticket in the card\u2019s description. No email, chat, shoulder tap, paper airplane, smoke signals, or other form of communication needed; thus, no confusion or delay, and no issues dropped through the cracks in a vague handoff. And no one gets their attention and focus fragmented by switching contexts or tools.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12591\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Screenshot-2016-05-03-14.58.14-1024x529.png\" alt=\"\" width=\"1024\" height=\"529\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Screenshot-2016-05-03-14.58.14-1024x529.png 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Screenshot-2016-05-03-14.58.14-1024x529-300x155.png 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Screenshot-2016-05-03-14.58.14-1024x529-768x397.png 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Screenshot-2016-05-03-14.58.14-1024x529-750x387.png 750w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>Quick and Focused Collaboration<\/h3>\n<p>Within minutes of the customer support agent\u2019s decision to escalate an issue, it\u2019s visible to the QA and development teams. From the triage board in Planview AgilePlace, the issue is evaluated by our experts in QA and routed to the appropriate development squad for resolution, if necessary. Customer-reported issues and related tasks are integrated into the flow of development work. The card created via Zapier is moved through other boards, tracking the work done by the developers. When the code fixing the issue is deployed, or the issue is otherwise resolved, a note is added to the original Zendesk ticket using a link in the card. This signals Customer Support agents to contact the customer who originally reported the issue and confirm that it is resolved.<\/p>\n<p>The Planview AgilePlace card keeps the issue and its current status visible to any interested parties at Planview AgilePlace, eliminating the need for disruptive status updates or context switching.<\/p>\n<p>Thanks to this process, I\u2019ve seen this cycle\u2014from initial customer contact, to escalation, to code deployment, to customer confirmation\u2014completed in as little as a few hours. Resolution for a particular issue depends on the issue itself, of course (some issues require a lot more development work), but our escalation process from Zendesk into Planview AgilePlace eliminates bottlenecks and certainly speeds the process.<\/p>\n<p>Planview AgilePlace developers aren\u2019t pulled from their work into a different tool (Zendesk), and customer issues aren\u2019t lost in hidden emails or chat threads. We make the tools do the work of moving information between the tools.<\/p>\n<h3>People, then Process, then Technology<\/h3>\n<p>Our use of Zendesk, Zapier and Planview AgilePlace works because we started with a well-defined process, then we automated parts of it using these tools. We didn\u2019t expect the technology to fix a broken process. Automating a malfunctioning process just makes it malfunction faster and more efficiently. But, when used on top of a well-defined and accepted process, adding automation and visualization can avoid many of the pitfalls of handoffs and speed the process along to everyone\u2019s benefit.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>My name is Andy Hoover and I manage our Customer Support operations here at Planview AgilePlace. I spend my time making sure our amazing team of support agents has the tools, training and processes in place to help our\u00a0customers with any questions or problems they run into when using Planview AgilePlace. In this post, I\u2019ll&#8230;<\/p>\n","protected":false},"author":165,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[38],"tags":[511],"class_list":["post-12589","post","type-post","status-publish","format-standard","hentry","category-work-collaboration","tag-leankit"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How Integrating Zendesk with LeanKit Changed Customer Support - Blog | Planview<\/title>\n<meta name=\"description\" content=\"In this post, I\u2019ll explain how LeanKit\u2019s support agents use\u00a0LeanKit integrations\u00a0to automate part of the ticket escalation process and ensure quick, accurate resolutions for our customers.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/how-integrating-zendesk-with-leankit-changed-customer-support\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Integrating Zendesk with Planview AgilePlace Changed Customer Support\" \/>\n<meta property=\"og:description\" content=\"In this post, I\u2019ll explain how LeanKit\u2019s support agents use\u00a0LeanKit integrations\u00a0to automate part of the ticket escalation process and ensure quick, accurate resolutions for our customers.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/how-integrating-zendesk-with-leankit-changed-customer-support\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2016-05-13T15:43:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-02-25T16:47:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/integrations.jpg\" \/>\n<meta name=\"author\" content=\"Andy Hoover\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Planview\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Andy Hoover\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog.planview.com\\\/how-integrating-zendesk-with-leankit-changed-customer-support\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog.planview.com\\\/how-integrating-zendesk-with-leankit-changed-customer-support\\\/\"},\"author\":{\"name\":\"Andy Hoover\",\"@id\":\"https:\\\/\\\/blog.planview.com\\\/#\\\/schema\\\/person\\\/e79e30726bc714fcfd3ed817f0778b97\"},\"headline\":\"How Integrating Zendesk with Planview AgilePlace Changed Customer Support\",\"datePublished\":\"2016-05-13T15:43:58+00:00\",\"dateModified\":\"2020-02-25T16:47:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog.planview.com\\\/how-integrating-zendesk-with-leankit-changed-customer-support\\\/\"},\"wordCount\":1114,\"publisher\":{\"@id\":\"https:\\\/\\\/blog.planview.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/blog.planview.com\\\/how-integrating-zendesk-with-leankit-changed-customer-support\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog.planview.com\\\/wp-content\\\/uploads\\\/2020\\\/02\\\/integrations.jpg\",\"keywords\":[\"LeanKit\"],\"articleSection\":[\"Work Management for Teams\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog.planview.com\\\/how-integrating-zendesk-with-leankit-changed-customer-support\\\/\",\"url\":\"https:\\\/\\\/blog.planview.com\\\/how-integrating-zendesk-with-leankit-changed-customer-support\\\/\",\"name\":\"How Integrating Zendesk with LeanKit Changed Customer Support - 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