Xerox Services: United States Service User Guide
Xerox Services: United States Service User Guide
January 2010
SERUG-01UA
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Xerox Services
United States Service
User Guide
Applies to:
Technical Services
Professional Support Services
Remote and Unassisted Support Services
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©2010 Xerox Corporation. All rights reserved. Xerox , the sphere of connectivity design, FreeFlow , iGen3 , iGen4™,
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prInteract , MeterAssistant , SuppliesAssistant , Phaser , VIPP , and WorkCentre are trademarks of Xerox Corporation
in the United States and/or other countries.
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UNIX is a registered trademark of X/Open Company, Ltd.
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Mac is a registered trademark of Apple, Inc.
Changes, technical inaccuracies, and typographic errors will be corrected in subsequent editions that are periodically
issued.
But your satisfaction goes beyond excellent products to excellent performance. And
performance only happens when excellent products are supported by excellent service that
helps you grow your business. The Xerox Services value proposition is simple to express:
Protect your investment – You are counting on your technology investments to pay dividends
for many years. With the Full Service Maintenance Agreement, Xerox Services protects your
technology investment and maximizes uptime.
Maximize Your Results – Your Xerox equipment is a tool for building better business…
provided that it is up and running. Perhaps the most fundamental value we provide is the
reliability that allows you to maximize the use of your equipment and do great work as a
result.
Gain Peace of Mind – When you view your equipment purchase as the first step in a new,
long-term relationship with Xerox—made stronger every day through the support of Xerox
Services—you gain unprecedented peace of mind.
From comprehensive network and software support, to 24/7 online assistance and quick,
responsive onsite coverage, you can count on us for a variety of service options to meet your
needs. And every option is backed by a team of experienced support personnel who are
equipped with the latest skills, tools and technology.
A Xerox FSMA includes all parts, labor, software updates, maintenance and travel for your
product’s operating hardware and software. A 24x7 support staff to assist with your hardware
or software problem resolution, software version updates, hardware retrofits and all diagnostic
licenses are also included. Additionally, our Professional Services provide access to fee-based
onsite System Analyst support. If Xerox cannot repair your product to full working order, Xerox
will ensure you receive a comparable replacement product with an identical model or one with
comparable features and capabilities.
Extended Shift FSMA. If you require after hours coverage and maximum uptime, this plan is
best for you. It provides you all the benefits listed above, plus expanded coverage with eight
different shift coverage options based on the number of days per week and shifts per day, up
to 24/7.
Xtend Agreement. This option is an excellent choice if you require holiday coverage and/or
unique, nonstandard coverage. It enables you to customize your FSMA to meet your mission-
critical needs, for example, if you need weekend coverage for a month or second-shift
coverage for a week. To learn more about Xtend agreements, please contact your Customer
Service Engineer (CSE) or Field Manager of Technical Services.
Warranty
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Xerox stands behind every product we sell. Some products (such as Phaser printers) include
warranty support for covered repairs. For products that include warranty support, there are a
number of options associated with that support, such as:
• Onsite – Provides help when you need it, where you need it in the most critical situations.
Telephone troubleshooting, plus any parts, labor or travel costs associated with printer
repair.
• Quick Exchange – Offers maximum value, featuring overnight product replacement via
next-day air. Includes telephone trouble-shooting, plus all shipping charges prepaid by
Xerox.
• Depot Repair – A cost-effective way to repair and have your original unit returned.
Telephone trouble-shooting, parts, labor, plus return shipping are included.
Uptime
Uptime is the most critical element to you, our customer, so Xerox closely tracks equipment
uptime using a variety of measures and data sources. Customer Service Engineers capture and
transmit service data for each service event so that monthly reliability information can be
calculated from the national fleet level down to the individual machines in your business.
Uptime is a key indicator of the reliability of our equipment and the level of service we deliver
to our customers. We measure our machine uptime percentage by dividing the actual available
machine time by the total available machine time based on contracted hours of service
coverage.
For example, if you have a 1x5 contract and your Xerox device had 3 hours of service
(downtime) during a given month, then your uptime would equal 98.2%:
(8 hrs / day) * (21 working days / month) = 168 working hrs / month
(168 working hrs – 3 downtime hrs) / 168 working hrs = 98.2% uptime
To meet our customers’ requirements, Xerox Professional Support personnel are qualified to
provide the following services:
• Analyze operational needs and requirements
• Select, propose, and implement the right complement of hardware, software and services
offerings – a total solution
• Assist in optimizing processes and in realizing a positive ROI
• Deliver onsite training to enable users to operate equipment effectively
• Ensure long-term customer satisfaction through continued professional support after the
initial sale and implementation
1. Solution Planning
• Requirements defined and demonstrated
• Document and process workflow assessment
• Application definition and migration planning
• Articulate “how” our solution integrates into your IT environment
2. Implementation Support
• Technical integration, training, and operation of your new Xerox equipment/solution
Customer Trainers
From basic to more advanced solutions, our professional instructors are dedicated to teaching
your employees how to maximize the effectiveness of your Xerox solutions. Ensuring your
employees are well-trained is an essential part of any solution implementation from Xerox.
Our training offerings encompass several different methods for learning. We encourage hands-
on training sessions to ensure users take full advantage of all machine features and functions
designed to enhance your workflow, increase productivity, and allow flexibility. The instructors
can work with you to support unique training requirements:
• Onsite training enhances the learning experience by giving users the opportunity to ask
questions and program jobs directly from their Xerox printer
• Xerox facility training is also available to provide an alternative location for training if
needed
• Remote training sessions facilitated by a certified trainer provides learning via remote
technology offering across multiple geographies. This is a mechanism used to receive
training in a cost effective manner.
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• Brainshark learning software enables refresher training to be done on an as-needed basis
• Customized training is available to provide presentation/classroom style training and to
develop and deliver training to address specific applications and workflows
• Instructor-led refresher training is available for operators who need to be retrained on
features they are unfamiliar with, as well as learning associated with advanced business
applications
Xerox has made significant investments in automating our support capabilities to ensure we
are providing you with the quickest solution to machine problems and answers to your support
questions. In fact, we now resolve over 45% of customer problems online or on call – this
means that about half the time, you are up and running without waiting for your Customer
Service Engineer (CSE).
Online
Online Support Assistant
Xerox has an award-winning online assistance platform available to you 24 hours a day, seven
days a week at www.xerox.com/support. It offers you online interactive technical and
operational help for our products via our integrated and constantly updated knowledgebase.
Online assistance offers the latest technical solutions and illustrated step-by-step operational
tips. This easy-to-use first line of support gives you the help you need, when you need it.
MySupport
Xerox offers a personalized portal for customers that have a Full Service Maintenance
Agreement, Lease or Rental Agreement. MySupport is a “secured” portal that uses a “single-
sign on.” The single-sign on allows you to access the MySupport portal and Account
Management tools without having to login twice. MySupport displays support and usage
content such as drivers, documentation, meter reads and supply levels filtered for the devices
you identified during the MySupport registration process.
The Dashboard can be customized to display content you deem most critical. Content is
displayed based on your historical usage (i.e., recent product views or drivers selected). Articles
and content such as Customer Bulletins can be segmented within the Dashboard allowing for
a delivery option specific to the product.
The Online Support Knowledgebase page allows you to save specific links to content you may
want to reference often. Meter data and Device status is displayed within grids that can be
resized, removed and re-ordered to display only those columns that are of interest. MySupport
allows you to download any of the device data so you can customize reports using your own
reporting tool.
MySupport can be integrated into your private eCommerce portal allowing for a full service
and support offering. For more information, please visit www.xerox.com/mysupport.
Email
Recognizing everyone has different preferences on how to engage with Xerox Support, Xerox
offers email capabilities for both service and support requests.
It’s simple. Log onto www.xerox.com/support, select your product, then select the “Support”
link. Under the “Product Support Links”, you can select either “Email Xerox Support” or
“Request Onsite Service.”
Both links provide a form to complete with each identifying the expected response times. Once
the form is completed and sent, you receive an automated response providing a case number.
The North American Customer Support Center, which receives the email, will dispatch a service
call in response to the “Request Onsite Service” email and will search the product
knowledgebase to provide a solution to you, then dispatch a service call in response to the
“Email Xerox Support” email.
SMart eSolutions
SMart eSolutions is a suite of offerings that simplifies the ownership and administration of
Xerox equipment. It includes free services offered for the administration of metered billing
and supplies replenishment plans for networked equipment.
MeterAssistant®
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MeterAssistant software automates the process of collecting and submitting meter reads for
tracking and billing of Xerox device usage. It eliminates the need for time-consuming end-user
involvement and ensures your meter reads are submitted to Xerox on time.
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• Increases productivity. Once installed and activated, MeterAssistant handles the entire
meter read process, freeing employees for other work.
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• Improves accuracy. Since MeterAssistant is reading directly from the machine, not
estimating usage, you pay for what you actually use.
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• Ensures security. MeterAssistant uses industry-standard Secure Socket Layer (SSL)
technology, making sure that your data is protected.
SuppliesAssistant®
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Available free from Xerox, SuppliesAssistant software automatically orders supplies for your
Xerox output devices based on actual usage, eliminating the need to manually manage
supplies inventory.
• Eliminate ordering hassles. Since ordering is usage-based, you’ll always have fresh supplies
available when you need them.
• Save time. Eliminates the need to manage supplies manually.
• Stay productive. Never run out of toner or ink again.
Maintenance Assistant
Maintenance Assistant offers a fast (and free) way to resolve potential issues and receive
assistance and automate the troubleshooting/repair process. It’s automatically enabled at the
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time of installation on newer Xerox devices such as the WorkCentre 7655/7665/7675 Color
Multifunction products.
• Fast transmission of diagnostics data. Maintenance Assistant securely transmits device
data and history to Xerox, making it easier to see problems as soon as they happen.
• Faster resolution for field calls. When you do need to schedule a support call, CSEs will
already have your machine’s diagnostic data, helping them to resolve the problem more
quickly.
• Superior support. Our diagnostic routines combine with device data to enable
organizations to troubleshoot and resolve problems quickly.
On Call
For situations that need immediate personalized telephone support, you can call the North
American Customer Support Center (NACSC). Our team of over 600 professional and friendly
Customer Support Representatives (CSRs) provides one-to-one expert advice over the phone
during contracted hours of support.
eCare
Xerox has a suite of tools called eCare that enable our Professional Services Analysts and
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Remote Support Engineers (RSEs) live remote connections to user workstations (PC, Mac ,
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UNIX ) or the Xerox user interface. This secure, encrypted transaction is initiated by the
customer, through a simple web interface while on the phone, and allows Xerox Support to
provide training and support at the point of need, enhancing the telephone interaction by
remotely observing your desktop and mouse movements. With your permission, Xerox support
personnel can also take control of your desktop to demonstrate complex application settings,
workflows, color correction, print driver options, etc. – greatly reducing the time required to
solve problems and potentially avoiding the delay of onsite support visits. The eCare solution
allows you to connect with the right experts anywhere in the Xerox world with a few clicks of
the mouse.
Onsite
Technical Services Onsite
Xerox Services has a highly skilled independent and manufacturer-certified team of Customer
Service Engineers (CSEs). Extensive ongoing training ensures that our CSEs know their
customers’ requirements and can support their needs.
Xerox measures onsite service response time as the time between your initial call to the North
American Customer Support Center requesting service and the time when the Customer
Service Engineer arrives at your site to repair your equipment. Response time is calculated
based on contracted hours of coverage.
Xerox has developed a national service coverage planning model to optimize the size, location
and skills of our workforce with the level and quality of service we commit to our customers.
For onsite Customer Service Engineer response time, products are planned in the following
general categories:
• Black and White Printers: 8 hours
• Color copiers / Multifunction Devices: 3.5 – 4 hours
• Color Entry Production: 2.5 hours
• Color Solid Ink: 4 hours
• Digital Black and White Copiers and Multi-Function Devices: 4 – 8 hours
• Mono Light Production: 3 – 4.5 hours
• Mono Production: 2 – 4 hours
• Color Production: 2 hours
• Continuous Feed: 2 hours
• Fax: 8 hours
• Wide Format: 6 – 8 hours
The above timeframes represent the average onsite response time for these classes of
products. There may be exceptions within categories, based on product maturity, geographic
considerations, like rural or remote customer sites, or service provided through authorized
service delivery partners. Your Xerox Sales contact will provide response time delivery
specifications based on the product mix of interest, your business locations, and specific
service level requirements.
Xerox may choose to use third parties to deliver service. These service delivery partners are
certified and trained to ensure they are successful in maximizing product uptime and
delivering on service level agreements. They have access to all the same tools and reference
information as is available to Xerox’s Customer Service Engineers (CSEs), allowing them to
serve you better and keeping them up to date on Xerox products.
Xerox requires that each of its service delivery partners manage their Customer Service (CS)
personnel to the same rigid performance standards as Xerox CSEs. Service delivery partners
must consistently provide the high level of service you expect, and always use Xerox-
authorized parts for repairs.
Our use of service delivery partners has no impact on your maintenance and service
agreement. When you purchase a Xerox maintenance and service agreement, Xerox is involved
in the experience from the time you place an initial service call until the time you are satisfied
with the repair, regardless of whether service is delivered by a Xerox CSE or a service delivery
partners’ CS personnel.
As one of the largest service organizations in the United States, we use service delivery
partners to enhance our direct employee delivery capability. Enabling service provider
capability ensures Xerox has appropriate resources in place to deliver responsive service, when
and where it is needed, across the United States.
Parts
Xerox uses only Xerox-authorized replacement parts in Xerox equipment. Our parts have
proven high reliability standards and low defect rates.
Parts Management
Xerox uses cutting edge inventory management practices to ensure we are able to provide you
with a high level of equipment reliability and uptime. All levels of inventory are replenished
quickly to ensure parts are available. Our Customer Service Engineers (CSEs) report parts usage
wirelessly after completing a call, and our systems automatically replace those parts each
night.
In the event your CSE does not have needed part(s) during a service call, they are supported by
60 local parts distribution centers and two national warehouses. These centers provide parts
delivery by courier, directly to the point of need. Xerox stocks 95 percent of the most
commonly used parts either with the CSE or at our local parts distribution centers. In the event
that we do not have the part locally, we will normally obtain the part from our national
warehouses within 24 hours.
End of Support
Except for some previously installed units, Xerox supports equipment for a minimum of five
years after the date you acquire it. Historically, we have continued to support products well
beyond five years. Xerox will notify its customers with Service Contracts well in advance of
when a product will no longer receive technical service or support. Also, online knowledgebase
support continues beyond the end of support date.
Hours of Operation
Our award-winning Online Support Assistant is available 24/7 at www.xerox.com/support. The
content in each product knowledgebase is continually updated to provide solutions quickly and
conveniently.
You can place a service call to the North American Customer Support Center (NACSC) 24 hours
a day, seven days a week, 365 days per year. Our standard FSMA provides onsite assistance to
you from 8 A.M. to 5 P.M., local time, excluding designated holidays.
If your service call is placed outside of the hours designated for onsite service, it is logged and
the local Customer Service Engineer (CSE) is notified first thing, the next business day, so he or
she can provide service at your site as soon as possible.
The Xerox Customer Support Representative (CSR) answering your call will be able to help you
solve many common problems quickly and easily over the phone. Should your organization’s
needs require you to contract with Xerox for extended maintenance service, Xerox provides
onsite support for designated products available 24/7.
Additionally, Xerox service contracts are extremely flexible. We will work with you to create a
customized Xtend service coverage model that meets your specific needs, for example, second
shift coverage for a week or holiday coverage for a mission-critical production period. To learn
more about Xtend agreements, please contact your CSE or Field Manager of Technical
Services.
Web Portal
The Support and Drivers link on www.xerox.com/support offers several avenues to contact
support giving you the option to choose your preferred channel. Within each of the product
support pages are links to the “Email Xerox Support” form, “Request Onsite Service” form or to
the “Contact Xerox Support” phone numbers.
Support Requests are handled by the NACSC. They are researched and responses provided
with possible solutions from the product knowledgebase. Communication and collaboration
are continued through to resolution.
The Onsite Service Requests are also handled by the NACSC. The Customer Support
Representative (CSR) initiates the call if the knowledgebase responds that a specific problem
requires that a service request should be initiated. The CSR also responds to the customer with
possible solutions. If the recommended solution resolves your issue, the Service Request is
cancelled.
The “Single Point of Contact” section describes the call to the NACSC, as well as more detail
around the knowledge of the CSRs and the use of the global knowledgebase.
Any customer who calls a center is guaranteed problem resolution or complete assistance in
helping to solve a problem. This is called “The Call Quality Guarantee.” All the CSRs have been
trained in this process to ensure the highest levels of customer satisfaction.
Another process used by the NACSC is the Customer Communication Process (CCP). If you
have spoken with a Customer Support Representative and he or she has done everything they
can and you are unhappy or dissatisfied, the CCP process allows the CSR to escalate the call to
the appropriate Region Manager of Customer Service to ensure higher level of management is
aware of your needs for resolution.
You can check the status of your Xerox service requests by calling the North American
Customer Support Center at 1-800-821-2797 for Office and Production Equipment and
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1-800-836-6100 for Phaser and Network Printers. The Customer Support Representative will
simply need the serial number of the device in question.
Soon, users of MySupport on www.xerox.com will be able to check the status of their service
requests online.
Email Addresses
In order to request support from Xerox via email, go to www.xerox.com/support, select your
product and then select Support. There are two links on the Online Support product page titled
“Email Xerox Support” and “Request Onsite Service.” Both links provide email request forms
which will be submitted to the North American Customer Support Centers for action.
Phone Numbers
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Service Phaser and Network Printers: 1-800-836-6100
Office and Production Equipment: 1-800-821-2797
Supplies 1-800-822-2200
Parts 1-800-828-5881
Members share their professional and personal experiences, insights from their areas of
expertise or whatever happens to come to mind.
• After completing these activities, the CSE will review the repairs made with you to ensure
your satisfaction. Before closing a service call, CSEs document all activities that have been
performed on the equipment in the service log, which is kept with the machine at all times.
CSEs explain problems encountered and their root causes, while providing a description of
the work performed on the equipment. They further outline steps you or your operators
may take to prevent further downtime. In the event additional support is needed, CSEs
initiate the Xerox Service Escalation Process.
• If follow up is required, the CSE will work with you to establish a convenient follow-up date
and time.
Case Priorities
The objective of the North American Customer Support Center is to ensure your Xerox systems
and software products are maintained in top operating condition to meet your need for higher
levels of productivity. This commitment to your productivity is backed by a worldwide
organization of highly trained support and engineering professionals who are linked globally
by an advanced communication and information system. Our Support Center provides
responsive and effective phone and electronic support, technical problem management and
problem resolution to customers with contractual support agreements. By providing these, we
improve your efficiency and system utilization, thereby delivering improved productivity.
To achieve that, our systems and software support processes are based on these operating
principles:
• We maintain simple and explicit communication with you from the time a problem is
reported until the time an acceptable solution is provided. A problem is only considered
solved when you, the customer, say it is. Every contact with the Support Center is
electronically tracked so we can perform regular reviews of support levels, communication
quality and timing.
• We solicit feedback on an ongoing basis. Through our Customer Satisfaction
Measurement System, we get input directly from you. This lets us know specifically what
we are doing well and where we need to improve.
Xerox support personnel are extensively trained in the Problem Solving Process. The three
major steps in this process are our roadmap for Problem Management and make the Support
Partnership work effectively:
• Problem identification and severity level
• Solution planning and delivery
• Solution implementation and log closure
Severity 2: Severe. Your system is up, but production capability is seriously degraded.
Indicators include:
• Inability of a major application to run
• Frequent operational intervention is needed to maintain productivity
• Non-critical integrity defect
Severity 3: Moderate. Your system is up, but production capability is reduced. Indicators
include:
• Inability of a non-critical application to run
• Continuing, but infrequent, operational intervention is needed
• Non-critical product feature or function does not work
Severity 4: Low Impact. Your system is up, with no significant impact to production.
Indicators include:
• Lack of indication for Severity 1–3
Escalation Timeframes
Xerox Service and Support personnel are trained to respond with an appropriate level of
urgency, based on the level of severity of your problem. Escalation from a Level 1 CSR to either
onsite CSE dispatch, or to Level 2 Remote Support Engineer for next-level telephone support
occurs immediately once the CSR has determined that their own knowledge and skill levels or
the information in the global knowledgebase cannot resolve your problem. Also, using the
Customer Communication Process described above, you can request more immediate
escalation.
The same is true for onsite problem resolution by your CSE. Once the CSE determines that
additional technical support is needed to resolve your problem, he or she will immediately
contact a local Product Technical Specialist, or call the Technical Support Center for help from
a Remote Support Engineer.
For technical problems which are highly complex and where onsite engineering support may
be needed, the local service team will work with Level 2 Remote Support Engineers and Level 3
Design Engineers to determine the best course of action to bring your system back to its full
capability. They will balance the need to give local resources the chance for a quick solve
(including remote support methods) with the probability that an extra level of support will be
needed from headquarters.
Survey Process
At Xerox, customer satisfaction and loyalty is our number one priority. For this reason, we
consistently monitor our customers’ experiences using situational surveys. For example, after
equipment delivery and installation, or if a piece of equipment requires repair, we ask you to
comment on your experience.
Xerox sends customer satisfaction surveys randomly. They are based on a numbered scale, and
include an opportunity for you to write in comments about specific events or situations.
We compile survey results and send them to your local Xerox sales and services offices for
review and action. Xerox takes customer satisfaction very seriously and has integrated survey
results into the performance metrics of our local management teams. They review results and
implement action plans based on those results to ensure your experiences and interactions
with Xerox are positive.
Xerox tests, validates and ensures we are meeting our customers’ expectations based on
honest feedback we have obtained by measurement tools such as surveys. We ask for
satisfaction feedback so we can continue to make incremental process improvements that
support your business needs.
Customer Complaints
Customer Relations Group
Built into every Xerox–customer relationship are a number of ways to gauge your satisfaction
with our products, services, solutions, and performance. Xerox works closely with every account
to make sure your business needs and requirements are met to your satisfaction, and we
ensure resolution of any issue is handled quickly, permanently, and effectively. Xerox believes
your feedback—whether positive or negative—provides us with an opportunity to improve our
level of service and better meet your expectations, while honoring our account promises. The
Xerox goal for customer satisfaction is 100%; therefore, any deviation from 100% is
considered substandard and unacceptable.
Within your account with Xerox are a number of feedback opportunities, which include initial
experience surveys, account reviews, post service event surveys, and other feedback/review
sessions determined during contract negotiations. When a complaint is communicated, either
on the phone, via email or survey, it is registered into our Customer Problem Resolution
System, and one of our staff professionals is engaged to address the specific complaint. We
guarantee quick a response in order to ensure cycle time and speed match your expectations
for resolution. Local service and sales management are engaged as appropriate to ensure
prompt resolution of any issues brought forward.
In addition, our National Customer Relations Organization is available to assist you with any
unresolved issues and can be reached during regular business hours by calling
1-877-XRX-THXU (1-877-979-8498).
These opportunities to gather your perspective on how we handle your account and address
your requirements are critical to maintaining an ongoing healthy relationship with you. Xerox
stands behind its products, services, solutions, and performance, and aims for your total
satisfaction with Xerox.