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HDI Service & Support World
April 25-29, 2027
Caesars PalaceLas Vegas, NV
Design a Better Career Path for Your Agents

If you’re a leader within a service and support organization, one of the biggest challenges is often creating clear career progression. Today, ‘quiet quitting’ is common and leaders have constant pressure to do more with less. Yet many organizations neglect a powerful retention tool: a clear, believable career path. Even when job titles differ, the transition is poorly defined. Worse, as technology grows more complex, the support team is stuck in old compensation bands that don’t reflect reality.

The result? Our top performers will leave for even a small raise or a more impressive title.

This challenging situation is something I’ll be covering at a 30-minute session at the HDI Service & Support World conference at Caesar’s Palace in Las Vegas this May. I’ll share my own case study of mapping out career progression for my team, and cover what was effective as I worked with our HR team.

The Retention Crisis is Real and Costly

Job turnover rates for service and support teams have continued to increase over the past few years, currently ranging from 30% to 45%. Surveys in 2025 reported an average of 42%! Statistics show that one in three technology professionals has changed jobs in the last two years, and 74% of organizations have expressed concern about bleeding IT talent.

It takes time and effort to bring a new support professional up to speed in their new role, and that can cost the organization anywhere from 80% to 150% of their annual salary when related activities are factored in (recruiting, onboarding, lost productivity and knowledge gaps). This directly impacts service levels, customer satisfaction and the bottom line. HDI’s “State of Tech Support in 2025” reports widespread feelings of being underpaid relative to workload, driving staff to look for roles elsewhere.

Why Traditional Career Paths Fail

Most organizations have a single-tiered, ‘up-or-out’ style career ladder. This can force deeply technical talent into people-leadership roles they don’t want. Job titles rarely match the actual scope of a job, the criteria for progression are vague or confusing and compensation either doesn't match what’s expected of the employee or doesn’t keep up with the market. Staff feel frustrated, disengaged and ready to seek opportunities elsewhere.

A Transparent Framework That Works

The solution: build clear career levels with well-defined responsibilities, tie competencies to industry standards such as HDI or ITIL and align compensation to market-aligned pay bands. A best practice is a multi-track model that offers employees the opportunity to advance in seniority without forcing them into roles they don’t want.

For example:

  • Technical Track (individual contributor): Designed for staff who have deep subject matter expertise, but who want to continue working on and solving complex issues without the added burden of having to manage staff.
  • Management Track: For those who have an interest in leading teams and driving strategy.

There are documented successes in doing this. Atlassian implemented this model, giving its top technical talent ways to advance through the levels without becoming a manager. Balancing pay across the tracks at every level helps prevent forcing analysts into roles that will cause burnout.

Practical Implementation & Getting HR and Leadership Buy-In

Building a plan for making these changes doesn’t take long. Start with a 90-day plan that assesses current gaps, work with the team to define the levels and research compensation using tools such as HDI Salary data. Rework job descriptions that define roles (avoiding simple task lists) and communicate the process transparently at every step.

When approaching HR and leadership, frame the conversation in terms of ROI. Reducing turnover by 10% can save tens or hundreds of thousands of dollars annually. Cite examples of organizations that have successfully adopted this model and reported higher engagement, better knowledge retention and improved resolution times. Focus on actual business outcomes.

Don’t let your top performers walk out for a $5K raise. Join me at HDI Service and Support World to gain valuable insights into building effective career paths that work to retain talent. Use promo code: SWNEWS to save $400 on your registration.

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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.