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Customer Operations Strategy

Stick to Your Priorities Without Becoming a Robot: Improve Organizational Focus in Customer Service

Customer-operations teams do not need humans to behave like software. They do need systems that make priorities explicit enough that people can spend judgment on the work that matters.

Alan Pendleton — CEO / PresidentArticle · Open Article · 2 min read
Customer-operations leader working thoughtfully in a contemporary operations environment while a team collaborates behind her.

Customer-operations teams do not need humans to behave like software. They do need systems that make priorities explicit enough that people can spend judgment on the work that matters.

Absent a bug in the system, software programs have a hard time getting distracted. An algorithm can repeat the same rote task millions of times without so much as a glance at the football scores. More than this, programs stick to their priorities. You will not see second-guessing, quid pro quo deals, or personal favors.

Humans, on the other hand, are notorious for being both distracted and off-task. At the individual level, we should accept this as a trade-off for the empathy, nuance, and multi-layered problem-solving that humans bring. For the toughest customer service work, I will take an empowered, multi-tasking problem-solver with rich and varied interests over an automaton any day of the week.

When distraction multiplies

At a group level, distraction and reprioritization start to become problems. These glitches are not merely additive in groups; they can become multiplicative. In a meeting, one person can steer an entire team into a lengthy discussion about a trivial matter. One team can influence the whole company. The pattern is common enough to have a popular name: bikeshedding - spending disproportionate time on the easy, familiar issue while the harder, more consequential work waits.

In customer service, if you find yourself tracking 100 metrics while CSAT continues to slip, researching outsourcing best practices for months while your backlog grows, or wrestling endlessly with knowledge-base technology choices while customers still cannot self-serve, you might have a bikeshedding problem.

Customer-operations scenes moving from distraction and clutter toward clear priorities, collaborative planning, and measured execution.
A well-designed operating system filters noise before it reaches the person making the decision.

Encode the priorities

What if you addressed this problem like a software architect? You would be forced to decide your priorities and encode them into the fabric of the execution system.

For example, you could create a balanced scorecard of KPIs ranked in order of importance as an expression of your priorities. Then orient the network - and the incentives around it - toward the actions that improve those results. The same logic can show up in routing rules, queue design, quality scoring, knowledge, permissions, workforce rules, dashboards, management cadence, and automation. AI can help surface context or flag conflicts, but it still needs an operating system that tells it what matters.

The goal is not to make people more robotic. It is to make the system around them less distractible. When the priorities are explicit, humans get more room to use the judgment, empathy, and creativity that made us worth keeping in the loop in the first place.