work in progress
Leverage 2 min Diagnostic Scope: an inquiry, alone or shared

Sort them by cause, not by subject

The symptom

You handle requests one at a time. Some reasons seem to recur, but it stays hard to know which deserve a shared improvement.

The signal

Group comparable cases, separate symptoms from possible causes, and check an assumption before choosing a fix.

What’s going on

Grouping helps you see a distribution that day-to-day handling does not always show. It completes what the people delivering the service know. It does not guarantee that a few causes explain most of the requests, or that the most frequent case is the most important.

Several messages are about a payment that seems to appear twice. You can group that symptom. What remains is checking whether it is two transactions, two displays, or something else. Writing “the customer misunderstood” in a column does not demonstrate that cause, and can point the solution the wrong way too early.

Choose cases you can reach and that suit the question. The most recent ones can depend on a campaign, an incident, or a particular period. Note those limits before generalising. Compare severity, handling effort, and the people who never show up in the data, rather than prioritising by volume alone.

The analysis takes time, and sometimes help from another craft. Someone starting out can examine a few cases prepared with a peer. An experienced person can compare several periods or look for a counter-example. A classification produced by a tool still has to be checked; it does not replace the evidence behind a cause.

Check this

Choose a question and cap the analysis time. With the agreement you need, prepare a set of cases with no unnecessary information. For each one, note the symptom, the context, and the cause assumed or confirmed.

Group the cases and keep the ones that do not fit the categories. Choose an assumption whose verification could change a decision. If it is confirmed, propose a proportionate improvement with the people concerned.

At the next relevant check-in, look at whether the problem went down under comparable conditions and whether other difficulties appeared. A drop in requests can also come from support getting harder to reach.

From where you sit

To discuss

Which group of cases deserves a check, and what do we actually know about its cause?

Discuss this