Executive Summary Sample Report

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Shared by: Con Man Mo
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Client Name MONTHLY SERVICE SUMMARY OCTOBER 15, 1999 − NOVEMBER 14, 1999 *** Client and Product Names and some detail items have been removed to protect the confidentiality of the client *** Operations Summary : Total Calls Received: 404 calls Customer Service Calls: 184 calls were classified by our staff as “Customer Service” calls, indicating that they were either very short or were very simple product questions, such as “Does this run on a Macintosh.” Calls have to be both very short (usually less than 5 minutes) and not involve significant technical content to be put in this classification. Referral Calls: 141 of the 184 calls were classified as “Referrals.” A referral call is where we send the caller somewhere else, for many different reasons. Some examples of referral calls are someone who wants price or availability (sent to Customer Service), or someone who bought a book about WordPerfect and then calls us to ask a question about WordPerfect. Technical Support: 216 calls had significant technical content and were billed at the standard contract rate. Comparison to Last Month/Trends : Call volume (404 calls) was lower this month in comparison to the previous month’s (457 calls) level. Customer Service calls (184 calls) decreased, making up about 46% of all calls. This is still lower than the 50% peak for Customer Service calls we had seen earlier. The overall numbers are lower than the call volume for the same month last year (580 calls). As we have noted in the past, these numbers are heavily influenced by the introduction of new products. Hudson Software Corporation 914-773-0400 Page 1 Most Frequent Product Calls, October 15, 1999 - November 14, 1999 Product 1 Product 2 29 calls (down from 32) 21 calls (up from 14) 14 calls (up from 8) 12 calls (up from 8) 9 calls (down from 20) 9 calls (up from 3) 8 calls (down from 10) 8 calls (same as last month) 7 calls (down from 10) 7 calls (down from 16) 5 calls (down from 7) 5 calls (down from 7) 4 calls (down from 6) 3 calls (down from 8) 3 calls (down from 11) Various problems including network installation, and incorrect or lost registration numbers. The UNSTALL.EXE problem is still the biggest issue. There are also still customers who need help copying text from the Appendix A. Various questions about running the software. Problems with jview.exe, Windows NT, and Adobe Acrobat Various usage questions, including installation and licensing. Mostly customer asking how to use the CD, and how to reinstall their old browser that the program had overwritten. Replacements of damaged CD’s, and questions about using the program. Mostly questions about installing onto a network. Mostly customers asking how to use the CD, as well as some content issues. Customers either needed to be talked through a procedure or wanted to know if the data can be exported (it can’t). Problems installing the trial software, especially Oracle 8 and MS SQL Server 7. General questions about installing and using the program. Various questions about using the files on the CD. Questions about installation, and also about content. Customers asking how to use the disk. Product 3 Product 4 Product 5 Product 6 Product 7 Product 8 Product 9 Product 10 Product 11 Product 12 Product 13 Product 14 Product 15 Hudson Software Corporation 914-773-0400 Page 2 Summary Numbers Total Tech Support Customer Service Disk Replacement Product Info Referral Other C. S. Last Month 457 244 211 33 3 173 3 10-11/99 404 216 184 41 4 141 2 Hudson Software Corporation 914-773-0400 Page 3

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