| Support operations audit | Review of current queues, tools, ticket types, escalation paths, reporting gaps, and documentation status. | Assessment report and priority list | Discovery and baseline review | Tool access, process notes, stakeholder interviews |
| Workflow and escalation matrix | Routing rules, escalation triggers, ownership mapping, priority criteria, and handoff requirements. | Process map and matrix | Scope definition and setup | Policy owners, escalation contacts, approval rules |
| Ticket taxonomy and tagging guide | Issue categories, tags, severity levels, channel source definitions, and reporting fields. | Taxonomy document | Setup and implementation | Historical tickets, product categories, reporting goals |
| Support response templates | Approved answers, tone guidance, personalization rules, and exception handling notes. | Template library | Production and QA | Brand voice, product facts, legal or policy review |
| Knowledge-base improvement log | Article gaps, outdated content, recurring questions, update requests, and approval status. | Tracked improvement backlog | Ongoing support | Knowledge-base access, subject-matter review |
| Quality assurance scorecard | Review criteria for accuracy, tone, completeness, escalation handling, and process compliance. | QA checklist and scorecard | Quality assurance | Quality standards, sample tickets, review cadence |
| Operations performance report | Backlog, SLA status, response time, resolution patterns, reopen trends, escalations, and improvement actions. | Dashboard, spreadsheet, or summary report | Reporting and optimization | KPI priorities, baseline data, reporting frequency |
| Transition and handover documentation | Runbooks, access notes, responsibilities, pending issues, and operational continuity guidance. | Handover pack | Transition or service review | Stakeholder review, tool permissions, final approvals |