Self-Service Design Workshop

Does your self-service site need a serious makeover? Are you launching self-service for the first time? Get started right.

Self-service can handle an order of magnitude more customer issues than the cases you receive.  So it’s important to get it right.

Great self-service experiences don’t just happen: they’re consciously designed. Designing for customer / partner personas and the tasks they need to accomplish puts your customer in the driver’s seat.

DB Kay will partner with you to

  • Optimize content for training and deliver of generative AI systems
  • Take advantage of new GPT chat technologies to enable customers to help themselves
  • Train you on self-service best practices
  • Lay out functional requirements for a world-class website, based on Association of Support Professionals (ASP) Best Web Support Sites criteria, best-in-class industry examples, and emerging trends
  • Develop personas for website users
  • Identify the tasks those personas want to accomplish, and determine their priority. Which should be zero clicks, one click, or more away from the self-service landing page?
  • Develop a technology architecture to support your requirements, leveraging existing investments and competencies
  • Define governance, roles, and staffing requirements to stand up and maintain the website
  • Create a high-level measurement framework for measuring health and success of the portal
  • Build the plan: identify concrete next steps for bringing the strategy to life