OKR template to streamline service requests via self-service platform
This OKR is focused on the project to streamline service requests by implementing a self-service platform. One of the main objectives is to substantially decrease manual service requests by 70% through the successful implementation of a self-service system. It aims to achieve this by developing comprehensive, user-friendly online self-service tools, training customers to use the service effectively, and continuously monitoring and improving the system.
Another objective is to train 80% of clients on the new self-service system within a 30-day period. The initiatives planned to achieve this include scheduling and conducting training sessions for clients, tracking and following up with clients who have not been trained, and coming up with a comprehensive training plan.
The final objective lies in having a user-friendly self-service portal, which includes all service request features, live within 60 days. The steps to achieve this include designing the layout and structure of the portal, developing the portal with all necessary features, as well as testing for usability and making necessary improvements.
Overall, the OKR aims to increase efficiency and convenience for customers, using automated tools to cut down the time spent on manual requests. The aim is also to ensure a smooth transition for clients through adequate training, and to offer a user-friendly interface on the platform.
Another objective is to train 80% of clients on the new self-service system within a 30-day period. The initiatives planned to achieve this include scheduling and conducting training sessions for clients, tracking and following up with clients who have not been trained, and coming up with a comprehensive training plan.
The final objective lies in having a user-friendly self-service portal, which includes all service request features, live within 60 days. The steps to achieve this include designing the layout and structure of the portal, developing the portal with all necessary features, as well as testing for usability and making necessary improvements.
Overall, the OKR aims to increase efficiency and convenience for customers, using automated tools to cut down the time spent on manual requests. The aim is also to ensure a smooth transition for clients through adequate training, and to offer a user-friendly interface on the platform.
Streamline service requests via self-service platform
Decrease manual service requests by 70% through successful self-service implementation
Develop comprehensive, user-friendly online self-service tools
Train customers to utilize self-service effectively
Monitor and improve self-service system constantly
Train 80% of clients on the new self-service request system within 30 days
Schedule and conduct training sessions for clients
Track and follow up with untrained clients
Develop a comprehensive training plan for the new system
Implement a user-friendly self-service portal with all service request features by 60 days
Design layout and structure for self-service portal
Develop portal with all service request features
Test portal usability and implement improvements