Sunday, February 7, 2010

Service Desk

Service Desk

Here is where the Service Support business starts and ends. At least from end users perspective. Customer problems and needs should be streamlined here and all feedback should come from here.

Other Service Support disciplines (Problem, Change, Release, Configuration Management) are PROCESSES, and Service Desk is a FUNCTION. Since Service Desk acts as a Single Point Of Contact (SPOC) for customers, and most of the time other disciplines are initiated from SD, it is rightfully the first SS discipline defined in the Blue book.

Support organizations have a Service Desk. Sometimes they call it differently, but it performs basic ITIL SD processes, so it is a SD. Sometimes people call it SD, and in reality it is a simple HelpDesk or even just a Call Centre.

The difference?

  • Call Centre's primary function is to handle large volume of calls, and hence the name. These calls can be outgoing (we sell something - telesales of commodities or simple products) or incoming, with prospect or customers inquiries and feedback. Main tools used here are some CRM or a good contact management with CTI and case tracking, e-mail, fax integration and an electronic catalogue.
  • Help Desk mainly resolves a large number of Incidents from a known, probably large customer pool. Incidents and enquiries are usually simple, since they are constricted to a technology niche of a supported product (cell phones, telecommunications...), so the typical employee of a HD is briefly educated, given an issue tracking tool and a simple knowledge base, and maybe a couple of taps on his shoulder. Help Desk operation is a stressful business, and life expectancy of the operator is 6 months to 2 years. After that all his savings go to his therapist.
  • Service Desk shares some features with the former two, since all three entities are interfaces of service business to the customer, and they are most responsible for the customer satisfaction. They use the same or similar technology.But SD's perspective is much broader, and encompasses all disciplines of Service Support and Service Delivery.

SD Primary function is to handle incidents and problems, but it also receives RFCs, deals with service and maintenance contracts, SW licenses, Configuration Management, and contributes to all five disciplines of Service Delivery.

What is the typical situation of support without SD?

Nicely put, customers perceive you as a disorganized untrustworthy bunch of nerds

  • Changes to your IT infrastructure are uncoordinated and disorganized, and most of them cause bursts of incidents
  • Your main job is to put out these fires that come out of nowhere
  • Most of the problems occur in a repetitive manner You over-depend on your best engineers, who are most competent to resolve incidents initiated by their irresponsible unauthorized changes
  • Support resources are undermanaged, while some people can behave like on vacation, others work their head off, and no one can be sure who is who
  • Poor feedback to customers (this should be about their satisfaction, remember?)
  • Poor feedback to management - without reports, their function is meaningless, and your job is at stake
  • Evidently, implementation of SD will change these drawbacks into advantages, dramatically rising customer satisfaction, i.e. retention.

OK, What basically does Service Desk do?

I will briefly mention key activities here:

  • receiving calls, first-line Customer liaison.
  • recording and tracking Incidents and complaints - first line operators key task is proper classification of an incident.
  • keeping Customers informed on request status and progress - every communication, even an automatic one, strongly influences customer satisfaction level. Structured, uniform automatic notifications reassures the customer that an organized business entity is taking care of his problem.
  • making an initial assessment of requests, attempting to resolve them or refer them to someone who can, based on agreed service levels.
  • monitoring and escalation procedures relative to the appropriate SLA .
  • managing the request life-cycle, including closure and verification - a request should not be closed before a customer verifies it.
  • communicating planned and short-term changes of service levels to Customers.
  • coordinating second-line and third-party support groups.
  • providing management information and recommendations for service improvement - crucial task that takes a lot of SD manager's time is keeping the management happy and improving the vertical visibility of SD efforts.
  • identifying Problems highlighting Customer training and education needs
  • closing Incidents and confirmation with the Customer - an incident should not be closed before a customer verifies it.
  • contributing to Problem identification.

Key point of modern SD is common with all quality control standards: puts things into perspective, and customer satisfaction into focus. Highly skilled IT people tend to behave like spoiled children, self centered and often distracted by technology features, computer games, inadequate sexual performances... Implementing standards, policies and procedures sets them back on track and reminds them where the food comes from. Also, ServiceDesk methodology relieves 2nd and 3rd level engineers (expensive ones) from the stress by removing frequent interrupts of customers requests. Work comes to them adequately prioritized and categorized and they can perform it in an organized way.

If you plan to implement a SD, a lot of useful advice can be found in ITIL Service Support book. Buy it. Read it. Certify your people. Do not overdo it, but ensure that all the key people are acquainted with the stuff and speak the same language, this will raise the collective state of mind in your organization.

ITIL is a framework, not a methodology. It is fairly descriptive (good for learning), and it doesn't prescript every little detail of work. When you plan SD implementation, there will be a lot of vague and undefined issues, and ITIL should be referred to during plan phase brainstorming to silence that loud category of people that like to speak about things they don't know much of.

"Those that have something to say, say nothing because those who have nothing to say, have to say something."

One of the key points in SD implementation is technology. What IT product will you choose for SD automation? Your current needs, if you are in pre-firefighting phase, may blur your real future needs. That's why ITIL education is good. Warns you of the problems that will arise when you get rid of your pathetic little initial pains.

Choose the tool that will ensure you GROWTH. Select a well known vendor and implement his functionality modules as you move forward. Do not choose a cheap solution that will choke you in the future. At some point, either you will have to choose a new, expensive solution and get fired for that, or you will get fired in the first place and someone new taking your place will select a high-end solution. In both cases you lost a lot of the money for your company and people will spit on every mention of your name.

Even if you follow this safe recommended path, there is a chance that you will make a bad decision. For example, ask all the former Peregrine customers ;-)

If your company core business is not development, DO NOT build a solution yourself. Period.

I have to say some more about existing solutions later, and this should suffice for this post.
If this all looks like too much, you can always consider outsourcing the SD. There are criteria mentioned in ITIL about an outsourcing decision, consider them. Sometimes renting of an apartment is better then buying it. Rarely, though.

Originally from:

http://itservicemngmt.blogspot.com/2007/05/service-desk.html

Knowledge management tools

Cmap tools, Knowledge modelting kit
http://cmap.ihmc.us/conceptmap.html

Personal Brain 5
http://www.thebrain.com
Simply type in your ideas. Drag and drop files and web pages. Any idea can be linked to anything else. Using your digital Brain is like cruising through a Web of your thinking. See new relationships. Discover connections. Go from the big picture of everything to a specific detail in seconds.

Freemind
http://freemind.sourceforge.net/wiki/index.php/Main_Page
FreeMind is a premier free mind-mapping (http://en.wikipedia.org/wiki/Mind_map) software written in Java. The recent development has hopefully turned it into high productivity tool. We are proud that the operation and navigation of FreeMind is faster than that of MindManager because of one-click "fold / unfold" and "follow link" operations

CA's Service Support Process Map (White papper)

CA's Service Support Process Map (White papper)http://www.ca.com/us/whitepapers/collateral.aspx?cid=89842




Service Desk: A CA Service Management Process Map
http://www.ca.com/us/products/collateral.aspx?cid=155415

Some new ideas about network management

Operators want to manage services rather than the network resources that are used to deliver services

What Operators want:
  • Service Topology instead of Network Topology
  • Service Impact Analysis instead of knowing just Network Failures
  • Service Discovery over Multi-Vendor Elements instead of Network Discovery
  • Automated Service Provisioning (including Network Element Configuration) instead of just Element Configuration
  • Proactive Management instead of Reactive Management

Service management helps Operators to improve customer satisfaction by quicker response to new requirements and customer complaints.

Originally from:
http://net-mgmt.blogspot.com/search/label/Service%20Management

ITIL online resources

ITIL in Wikipedia:
http://en.wikipedia.org/wiki/ITIL

Change Management Quick Reference
http://itservicemngmt.blogspot.com/2007/07/change-management-quick-reference.html

ITIL Release Management Quick Reference
http://itservicemngmt.blogspot.com/2007/07/release-management-quick-reference.html

Blogs:
ITIL Service Management:
http://itservicemngmt.blogspot.com/

In IT industry for 20 years, last 10 of them dealing with Infrastructure Resource Management. Implemented a few major vendor enterprise ITSM solutions, product manager for custom made Service Desk product, participated in another major vendor IT ServiceDesk development process...

Serge Thorn's IT Blog
http://sergethorn.blogspot.com/

This blog is related to many IT Governance domains such as Service Management and ITIL, Enterprise Architecture and SOA, CMMi, COBIT, TOGAF, ISO 9000, Innovation, organisations supporting these frameworks such as itSMF and the Open Group. There are many synergies between these domains..and this is an opportunity to discuss these topics... The views expressed in this blog are personal and do not reflect the beliefs or opinions of the organizations to which the author belongs or is affiliated to.

Martin's thoughts and insights
http://martinsblablablog.blogspot.com/
I use this blog to dump my thoughts on Personal and work related things. Quality is not an issue because nobody is expecting anything..... I use mindmaps and grafics to organize information and to clarify my opinion on .... This blog is mainly for experiments ...

(Lots good mind mapping stuff worth to check out.)

Align IT - Business Transformation through EA
http://ganeshseetharaman-iteastrategy.blogspot.com/
My main area of expertise is Strategy- IT and Business alignment, Enterprise architecture, Service delivery, IT Optimization, Global IT management, and business/IT operations recommending leading edge technology solutions for improving processes, enhancing productivity and reducing expenditure using innovation and new organizational methods.

Enterprise Architecture, IT Strategy and others
http://blog.prabasiva.com/

ITIL Service Support Process Interaction Diagram







Service Support quick reference:

http://itsmdoc.googlepages.com/Service20Support20Quick20Reference.pdf

Service Delivery Quick Ref:

http://itsmdoc.googlepages.com/Service20Delivery20Quick20Reference.pdf

ITIL V2 Service Support Mind Map:

http://itsmdoc.googlepages.com/ITIL_Service_Support.mmap

ITIL V2 Service Delivery Mind Map

http://itsmdoc.googlepages.com/ITIL_Service_Delivery.mmap

ITIL V3 Mind Map :

http://itsmdoc.googlepages.com/ITILV3.mmap



Originally from "Doctor" blog:


http://itservicemngmt.blogspot.com/2007/07/itil-service-support-process.html

ITIL Service Support disciplines

In ITIL (The Information Technology Infrastructure Library), IT Service Management consists of Service Support and Service Delivery modules.

All ITIL Service Support disciplines:

  • Service Desk - point of contact function for all IT customers for service requests. SD reports customers on statuses of their requests and informs them on any outages of relevant IT services planned in the change process

  • Incident Management - a reactive process of restoration of IT services into a state before the incident. Closely connected to Problem and Change Management

  • Problem Management - a very simple process: finds the underlying common cause of a few similar incidents, creates a workaround or temporary fix, and defines a permanent fix, usually as a result of previously initiated change. Implementation of PM is often omitted due to lack of resources, since it requires expensive educated staff, and by default these people much more like to play Warcraft or visit dirty web sites than to analyze Problem Root Causes.

  • Change Management - this one is the toughest: plan and manage all changes in IT infrastructure. Basically, it deals with the problem of convincing IT people (mostly geek prototypes) that corporate IT infrastructure serves to more important stuff than their childish need to play with it. Involves risks analysis and impacts of changes to business IT services.

  • Release Management - here is another long shot: after you plan changes, someone has to actually go on the field and perform them. Usually there are more changes implemented at the same time, mostly due off-work hours and weekends. RM task is to coordinate IT people with no life for it's dark non-human low purposes.

  • Configuration Management - here I will stop with my feeble intentions to be funny: here is the cornerstone of all ITSM talk, it begins at incidents and here is where it ends. I am STRONGLY convinced that knowing A. what you have, B. where it is and C. how it works is the cause and a mean to all ITSM gibberish. Keeping your CMDB up-to-date is something you should do as if your life depends on that. And if you are a ITSM professional, it does.





Originally from "Doctor" blog:
http://itservicemngmt.blogspot.com/2007/05/service-support.html