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HDI Service & Support World
April 25-29, 2027
Caesars PalaceLas Vegas, NV
The Latte Test: Why Service Excellence Is About Trust, Not Tickets

Service excellence is one of those phrases we use confidently in boardrooms, strategy decks and transformation roadmaps. It sounds aspirational. It sounds mature. It sounds like something every organization should be striving for.

Yet when I ask service leaders what it truly means inside their organization, I often hear variations of the same answer: meeting SLAs, improving CSAT, reducing incident volumes or increasing automation.

Let me explain this through something far less technical, my daily latte.

When Nescafé discontinued my favorite original latte, I had to rethink my routine. After trying several options, I settled on one. My order is simple, but specific: 2% milk, no sugar.

What keeps me returning is not just the taste. It is the experience.

There is a barista I see several times a week. From early on, he remembered my name. Then, he remembered my order. Now, when I walk in, there is a nod of acknowledgment, and within minutes my drink is ready. No repetition. No correction. No need for me to hover at the counter to ensure the right milk is used.

Until, of course, the day they ran out of 2% milk.

But he didn’t substitute it with whole milk, hoping I wouldn’t notice. He apologized and offered an alternative — almond milk. It was not ideal for me, but the communication mattered. The transparency mattered. The fact that he cared enough to address it proactively mattered.

And that is where service excellence begins.


Excellence Is Not Perfection

In service management, we often equate excellence with flawless performance. Zero defects. Zero outages. Zero escalations.

But excellence is not the absence of issues. It is how issues are handled. It is the consistency of experience. It is the intentional design of interactions that reduce friction and build trust.


Friction Is the Enemy of Excellence

One of the most overlooked barriers to service excellence is friction.

Friction appears when users have to repeat themselves every time they contact support. It appears when context is lost between tickets. It appears when communication is vague or delayed. It appears when services are designed around internal processes instead of user outcomes.

Think about how many times your customers must restate their environment, their role, their business impact. Each repetition chips away at confidence. Each moment of unnecessary effort reduces perceived value.

My barista removes friction by remembering details. In IT service management, that same principle should be embedded into systems and processes.

Excellence requires designing for effort reduction, not just resolution speed.


Transparency Builds Confidence

There are still days when I watch carefully as my latte is being prepared. Why? Because I have had enough experiences with the wrong milk to know that mistakes happen.

Users behave the same way with IT.

When trust is low, oversight increases. When communication is inconsistent, users double-check everything. They forward emails. They copy managers. The ask for service excellence is not about shielding users from problems. It is about including them in the reality of service delivery.


Feedback Loops Must Drive Change

Another critical component of excellence is the feedback loop.

Many organizations collect feedback. They distribute satisfaction surveys. They analyze dashboards. They debate percentages.

But excellence requires more than measurement. It requires adaptation.

A feedback loop is only complete when insight leads to change. When recurring complaints result in process adjustments. When service reviews lead to updated documentation. When customer effort data influences service design.

Otherwise, feedback becomes a ceremonial exercise.


Empowerment at the Frontline

Perhaps the most important lesson from my coffee story is empowerment.

The barista did not escalate the milk issue to a manager. He did not hide behind policy. He made a judgment call, communicated openly and offered an alternative.

Service excellence lives at the frontline.

Leaders must create an environment where frontline professionals are trained not only technically, but also emotionally.


The Leadership Question

As service and support leaders, we must challenge ourselves with a deeper question:

Are we resolving tickets, or are we building confidence?

Service excellence is not perfect. It is not the elimination of every disruption. It is the disciplined, intentional pursuit of better experiences through continual improvement and meaningful partnership.

Related news

Bridging the Gap: 5 Tips for Cross-Functional Collaboration That Enables AI Transformation

Ask ten executives who owns AI at their company, and you’ll get ten different answers. IT says it’s not their call. Legal gets blamed for slowing everything down. HR figures it’s someone else’s department. Meanwhile, teams are buying tools nobody signed off on, duplicating work and hoping it all sorts itself out. Sound familiar?

Lisa Duerre spent the last year studying why that happens. As part of an applied research project for her leadership consulting collective, RLD Group, she studied where AI adoption breaks down inside organizations, and where it works. The findings from RLD Group’s research helped inform a collaboration on the CONVERSATIONS WORTH HAVING®: The Human Accelerator for Artificial Intelligence Quick Start Guide, which is available as a digital download.

Duerre views organizations through what she calls an I–WE–US leadership framework, defined like this:

  • I: individual judgment and accountability

  • WE: workflows and cross-functional coordination

  • US: governance, decision rights and organizational measures

“All three levels are contributing to the breakdown or the alignment, whether people realize it or not,” Duerre says. “AI is amplifying whatever’s already true in your system. The teams that were disconnected before AI showed up are more disconnected now. The ones that talked to each other are moving faster, together.”

If your company is ready to collaborate better with AI tools, Duerre shared the following tips. Take a look.

Form a cross-functional AI committee

Duerre’s background is in HR, and she says most HR leaders assume AI ownership belongs to IT. It doesn’t, at least not exclusively.

“Ownership needs to sit at the system level,” Duerre says. “Each function carries a piece of it, based on what they do, how well they understand that part of the business and how their work depends on everyone else’s. AI is flattening how we work. You can’t just keep it in your own business unit anymore. You have to look all around you.”

For starters, she suggests building a cross-functional AI committee instead of having one department make all the AI decisions. Legal, IT, cybersecurity and HR should be on the committee, Duerre says.

“If you have a C in front of your title, you should be on that committee,” Duerre says. “That’s how I look at it, because it’s a system-level solution.”

During these meetings, Duerre says you’ll find out that some departments are racing ahead with AI and others are holding back.

“Both sides need to name the trade-offs aloud,” Duerre says. “With teams moving too cautiously, you have to talk about the opportunity cost of falling behind. With teams sprinting ahead, you have to ask them what happens if they don’t bring everyone else along with them.”

Figure out how to use AI strategically

Most companies spent the past two years telling employees to use AI with anything, without much strategy behind it. Duerre says that’s starting to catch up with organizations as finance teams scrutinize the cost.

Her rule of thumb: if you can’t articulate the goal and how you’ll measure success, don’t roll it out yet.

“Teams that use AI well have a strategy behind it,” Duerre says. “They’ve kicked the tires on what they’re trying to solve it for. You need to ask yourself, ‘Which business outcome are we trying to improve, and what must be aligned for AI to create measurable value?’”

Here are a few examples of how to use AI strategically:

  • A company could select a workflow that regularly creates delays, redesign it with AI and test the new approach. Then, measure whether it improves time, cost, quality or capacity.

  • Use AI to support early sales outreach and qualification across markets and languages. AI can help a business reach and assess more potential opportunities, while people remain responsible for understanding the customer and building trust.

  • Flag patterns in customer complaints across multiple channels with AI, so leadership can see recurring problems before it shows up in satisfaction scores.

Check-in regularly during an AI rollout

Duerre recommends a minimum weekly check-in during any AI rollout, sometimes daily depending on complexity. But the format matters more than the frequency. Status updates don’t cut it.

“Ask, ‘What are we learning and what are we surprised by?’ That’s a question that helps you with your check-ins, versus, ‘It’s in three products now and we’ve tested six,’” Duerre says. “That doesn't help, because you’re having these meetings to figure out what’s working and why. If you ask more strategic questions, you can move even faster.”

Publish AI guardrails

Employees who don’t know what’s allowed with AI will either freeze or go around the system entirely, Duerre says. She recommends publishing clear, specific guardrails on what’s okay and what’s not. Come up with some real examples, and pair them with an intake process that doesn’t require writing a thesis to get an approval for using it.

"The approval path should be lightweight, not bureaucratic,” Duerre says. “Something like, ‘If you’re going to use AI, here’s the path. And if it needs approval, here’s three or four quick questions for you to answer.’”

Take employee anxiety about AI seriously

“AI is just a tool” is a phrase Duerre hears at nearly every conference she attends, but she doesn’t buy it.

“Saying it’s a tool is underselling what’s happening at companies right now,” Duerre says. “AI is changing how we work. It’s changing how we lead teams.”

Duerre wants leaders to remember that a lot of employees are fearful of AI. Pew Research Center found 52% of U.S. workers are worried about the future impact of AI in the workplace.

Employees who feel AI is being “done to them,” instead of built alongside them are especially anxious, she says.

“Leaders need to recognize that anxiety is contagious,” Duerre says. “As a leader, this is your opportunity to show up as the safe, steady person who is showing what you’re learning with AI. And don’t be afraid to show how you’ve failed using AI, too.”

Duerre asks every executive she works with: “Who am I with AI?” and encourages them to pass this mindset question along to their employees, too.

“AI is now your teammate,” Duerre says. “Phrasing it as, ‘who am I with AI?’ is different than, ‘what’s going to happen to me with AI?’ You really want your team to feel empowered with AI and show them how it can help accelerate their career.”

Put these ideas into action

Rewiring your organization for AI requires more than the right tools. It takes shared language, practical frameworks, and a willingness to keep learning. Here are a few resources to help you take the next step.

  • Enterprise AI Playbook: Practical frameworks and executive discussion questions to help IT, HR, and business leaders align around AI that delivers measurable value.

  • Work-First AI Use Case Assessment: Identify the workflows where AI can have the greatest impact before you invest in new tools.

  • The REWIRED Brief: Get weekly insights, real-world case studies, and practical advice on leading AI transformation.