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1-Walk Up Experience - Workshop Excerpt

The document describes a walk-up experience application that allows users to check into a queue either online or onsite. It details the user journey from checking into the queue, monitoring their position, receiving a notification when it is their turn, engaging with an expert, and completing a survey. It also provides information on recommended devices and user personas.

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0% found this document useful (0 votes)
64 views34 pages

1-Walk Up Experience - Workshop Excerpt

The document describes a walk-up experience application that allows users to check into a queue either online or onsite. It details the user journey from checking into the queue, monitoring their position, receiving a notification when it is their turn, engaging with an expert, and completing a survey. It also provides information on recommended devices and user personas.

Uploaded by

rsp varun
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 34

Walk-Up Experience

Manojkumar Shetty

© 2020 DXC Technology Company. All rights reserved. December 22, 2020
Use Case
Check-in or Engage
Demand Queue Notification Survey
schedule Expert
1. Demand: User experiences a demand to have an issue resolved or a request fulfilled.
2. Check-In
a. Online
i. User opens the Online Check-In from their computer or mobile
ii. User decides to schedule an appointment for future or get help now
iii. User checks-in or schedules an appointment and provides a reason
iv. User walks to the Walk-Up location when required
b. Onsite
i. User walks to the Walk-Up location
ii. User checks-in on the tablet and provides a reason
3. Queue: User can observe their location in the queue and waits until their turn.
4. Notification: User receives email or push notification when they are next in the queue.
5. Engage Expert: User elaborates demand with onsite expert. Expert creates Case or e.g. Incident as
needed.
6. Survey: When the user leaves, they can complete a 1-question CSAT survey on another tablet.

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 2
Recommended Devices for Walk-Up Experience
The Walk-Up Experience application depends on several types of devices to deliver functionality:
Online check-in and queue: Desktop or laptop computer, tablet, or mobile phone.
Onsite check-in: Tablet [Optional: Omnikey 5427ck Badge Reader].
Onsite queue: Large flat screen TV. This feature is designed for larger display devices, such as a TV monitor. It is not
supported on a tablet.
Onsite exit CSAT survey: Tablet only.

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 3
Persona

© 2020 DXC Technology Company. All rights reserved. December 22, 2020
Users of Walk-Up Experience

Requestor Technician Manager Administrator

Requires Resolves issues, Manages the Configures the


IT support fulfills requests technicians Walk-Up Experience
application

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 5
Requesters
• Users access the Walk-Up Experience application in several ways:
• Online: Users can check into a walk-up venue online using a laptop, tablet, or mobile phone via Walk-up Check-In
available under Self-Service. Once a location queue is selected (manually or via geolocation), users can see how
many other requesters are in the queue and decide whether to join the queue.
Navigate to Self-Service > Walk-up Check-in

• Schedule: Requesters can also schedule future appointments via the online Check-in. Appointments can be
rescheduled or canceled.

• Mobile: Users can see queue information and check-in or leave queues using their mobile device.

• Onsite: Users can check into a queue at the physical walk-up location. Guests of the walk-up venue can observe
queue activities on a large monitor that displays place in line, requesters currently in the queue, and requesters
being helped.

• After hours: If the Walk-up location is closed, users can see a contact number for the IT Service Desk or create an
incident from the check-In screen.

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 6
Technicians
• Technicians manage daily operations at the walk-up queue locations
• Resolve issues
• Support mobile devices and laptops
• Support their customers
• Technicians can view active and closed interactions, assign interactions to themselves, other agents or
other walk-up locations.
• Technicians can optionally use the Agent Workspace interface for Walk-Up Experience.
• If configured in Advanced Work Assignment, interactions can be pushed automatically to a technician's inbox for
assignment.

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 7
Managers
• Managers supervise the walk-up location technicians and oversee daily operations.
• Walk-up managers can observe and capture operational and performance data by monitoring the walk-up
dashboard.
• Walk-up managers can use the application to increase customer satisfaction, ensure and confirm stockroom
inventory is available, provide customer service in a timely manner, and report performance data to upper
management.

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 8
Administrators
• Walk-Up Experience administrators configure and maintain walk-up related systems
• Walk-Up Portal
• Queue Locations
• Schedules
• Notifications
• CSAT surveys
• Stockrooms & consumables
• Appointment configurations
• Advanced work assignments

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 9
Roles

Self-Service Walk-up technician Walk-up manager Walk-up admin Walk-up login


(none) sn_walkup.walkup_technician sn_walkup.walkup_manager sn_walkup.walkup_admin sn_walkup.walkup_login

• Access the online • Works at the Walk- • Access the Walk- • Administers and • Service account for
Check-In portal via Up location to fulfill Up Experience configures Walk-Up logging into the
Self-Service customer demands, Dashboard to Experience Check-In portal on
such as IT-related oversee and modules the tablet
• Check-In onsite issues and monitor operations
requests and performance • Contains roles: • Only role which can
• Schedule an – walkup_manager access the Check-
appointment – inventory_admin
• Contains roles: • Contains roles: – sp_admin In portal
– itil – walkup_technician –
• View Incidents and – interaction_agent – appointment_booking –
schedule_admin
awa_admin • Account cannot
Requests created – workspace_agent _manager –
– awa_agent
appointment_bookin have other roles
for them – appointment_booki
g_admin
(for security)
ng_user

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 10
End User
Experience

© 2020 DXC Technology Company. All rights reserved.


NOW Mobile
• User opens Now Mobile app, and
navigates to services tab quick action to
‘join queue’
• Choose a location
• Check the queue
• Select a reason
• Shows Contextual Search results
• Check-In
• See queue position
• Leave queue

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 12
Online Check-In
• User opens Online Check-In via Self-
Service
• Choose a location
• Check the queue length and/or wait time
• Select a reason
• Shows Contextual Search results
• Check-In
• See queue position

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 13
Online Check-In - Queued
• Monitor position in queue
• Pop-up when you are next

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 14
Online Check-In - Closed
• Cannot check-in outside of schedule hours
• Last check-in mins stops
check-ins right before close

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 15
Online Check-In - Away
• Technicians can manually enable Away state
and update the Away message

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 16
Schedule an Appointment
• Users can schedule an appointment at a walk-up location
for a date and time in the future
• Ability to enable or disable defining for someone else
• Uses the Appointment Booking application
• Can only have 1 appointment at a time
• Must select a defined appointment window
• Name appears at top of queue at the scheduled time

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 17
Schedule an Appointment - Select window
• Appointment windows generated from Schedule and Appointment Booking configuration
• Past times, holidays, and filled appointments excluded

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 18
Schedule an Appointment
• View upcoming appointment
• Reschedule or Cancel appointment

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 19
Onsite Check-In
• User walks to Walk-Up location
• Estimated wait time can be enabled or disabled
for this interface
• Lookup name and select a reason
• Name is a User Reference field
• Configurable options:
• Company logo
• Message
• Reasons (same as online check-in)
• Name entry (one or both):
• User Lookup
• Guest login

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 20
Reasons
• Reasons are configurable for each location
• Reasons can optionally prompt for additional
free-text input
• Reasons can be shared across multiple
locations
• Reason records have many-to-many relationship
to locations
• Order and text input is configurable for each
location

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 22
Queued
Queue position is displayed
Returns to main screen automatically after timeout

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 23
After Hours
• Automatically displayed when outside of
scheduled hours
• Next available time determined from schedule
• Configuration options
• Message
• Last Check-in (mins)
• Schedule
• After-hours contact
• Closed image (displayed at bottom)

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 24
Away State
Manually enabled and disabled by technicians
Message is configurable by technicians

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 25
Queue
• View the current list of Users at a walk-
up location
• Meant for display on a TV
• Configuration options:
• Logo
• Message
• Check-in sound
• Queue time display
• Time waited
• Check-in time
• Technician details
• Technician avatar
• Customer’s name
• Full name
• First name only
• First name and last initial

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 26
Exit CSAT Survey
• One-touch, anonymous survey on exit

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 27
Exit CSAT Survey
• Thank you message when tapped
• Returns to previous screen automatically

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 28
Satisfaction Survey
• More detailed, targeted, survey
• Email to user after Walk-Up

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 29
Notifications
• Some OOB Notifications available • Walk-up Threshold Notification
• All include Push notifications • A notification sent when a user is Nth in line in a walk-up
queue informing them that they are nearly ready to be seen
• Simple, 1-line, notifications only by a walk-up technician.
• Require branding • Walk-up Assigned
• An email sent to users when a walk-up interaction is
assigned to a technician.
• Walk-up Closed
• An email sent to users when a walk-up interaction is closed
complete.
• Walk-up Abandoned
• An email sent to users when a walk-up interaction is closed
abandoned.
• Walk-up Queue Length Notification
• Notifies managers when a walk-up queue reaches a set
threshold value, such as, 10 visitors.

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 30
Service Portal Link
• Walk-up check-in widget to your portal
• Create a link on your existing Service Portal Home Page

OR

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 31
Effort Drivers

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 32
Basic configuration of Schedule/Schedule Stockroom + Agent Workspace/Virtual
Assignment Group
Walk-Up Location/AWA Appointments Consumables Agent
• Update default • Each location requires • Create Schedule each • Each location can • The interaction process
messages an Assignment Group per location. optionally use one (1) needs to be worked in
• Upload images that defines what • Estimate allows for the Stockroom for line with the incident
• Update configuration technicians work at the creation of a schedule, consumables. Each and problem
options location. It should only schedule entries for location must have its management
• Add reasons for visit
include technicians at business hours, and up own Stockroom record • To append the virtual
that location (not a to two years of public and a list of all available agent with the walk up
• Create AWA assignment global group); consumables.
holidays. functionality where
rule and assignment otherwise, technicians
eligibility • Each location can necessary.
will receive notifications enable appointment
about locations where scheduling.
they do not work Appointment windows
• Up to 4 locations can be need to be defined.
considered

Service Portal / Branding


Service Portal / Branding
Notifications Service Portal / Branding – Structure and content Dashboard
– Simple changes
changes
• The five OOB email • Each page used in Walk- • Style changes only: • All other global changes: • Configure reporting
notifications will require Up Experience is built Color change Layout change dashboard for the walk up
branding/styling to be using Service Portal Font change Addition of new experience
added and the default technology It requires
 Uniper Service Portal elements
content will likely need to Service Portal
home page link-widget to Text changes
be updated. development.
walk-up portal
• Outlook invitation to be • The 3 customizable
sent for the pages are:
appointment booked Online Check-In (from
personal device)
Onsite Check-In (from
onsite tablet)
• Queue screen
© 2020 DXC Technology Company. All rights reserved. December 22, 2020 33
Possible Timeline

Week 1&2 Week 3,4 Week 5

Prepare Discover Design Develop UAT Pilot Release to prod

Identify & Define workshop

Stories agreed with the customer

Delivery Workshop

Delivery Support

Pilot by Customer

Release

Hypercare

© 2020 DXC Technology Company. All rights reserved. December 22, 2020 34
Thank you

© 2020 DXC Technology Company. All rights reserved.

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