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Product Management Root Cause Analysis Question: Investigating sudden increase in document matching support tickets
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Vinay

Updated Nov 30, 2024

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What's causing the sudden increase in customer support tickets related to Tradeshift's document matching functionality?

Problem-Solving Data Analysis Technical Understanding Enterprise Software FinTech Supply Chain Management
Product Analytics Root Cause Analysis Customer Support B2B Software Document Processing

Introduction

The sudden increase in customer support tickets related to Tradeshift's document matching functionality is a critical issue that demands immediate attention. This analysis will systematically identify, validate, and address the root cause while considering both short-term fixes and long-term strategic implications.

I'll approach this problem by first clarifying the context, then ruling out external factors before diving deep into the product ecosystem, metric breakdown, and data analysis. From there, I'll generate and validate hypotheses, conduct a thorough root cause analysis, and propose a comprehensive resolution plan.

Framework overview

This analysis follows a structured approach covering issue identification, hypothesis generation, validation, and solution development.

Step 1

Clarifying Questions (3 minutes)

  • Looking at the timing, I'm thinking there might be a recent change in the system. Has there been any recent update to the document matching algorithm or related systems?

Why it matters: Recent changes often correlate with sudden increases in support tickets. Expected answer: Yes, there was a recent update. Impact on approach: If yes, we'd focus on the changes made and their potential side effects.

  • Considering user segments, I'm wondering if this issue is widespread or concentrated. Are we seeing this increase across all customer segments or is it more prevalent in specific industries or company sizes?

Why it matters: Helps narrow down if it's a general issue or specific to certain use cases. Expected answer: The issue is more prevalent in larger enterprises. Impact on approach: If segmented, we'd investigate unique characteristics of the affected segment.

  • Thinking about the nature of support tickets, I'm curious about the specific complaints. What are the top 3 issues customers are reporting regarding document matching?

Why it matters: Identifies patterns in the reported problems, guiding our investigation. Expected answer: Mismatched fields, slow processing, and unexpected errors. Impact on approach: Would help prioritize areas of investigation based on reported issues.

  • Considering potential data issues, I'm wondering about our metrics. Has there been any change in how we measure or define successful document matches recently?

Why it matters: Ensures we're not dealing with a measurement anomaly rather than an actual problem. Expected answer: No changes in measurement methods. Impact on approach: If changed, we'd need to reassess our historical data for accurate comparison.

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