You are responsible for running your company’s help desk. So, you have some number of IT technicians working on resolving help desk tickets. This approach may be the norm, but is it really good enough for truly successful help desk service? While the sheer number of tickets is ever increasing, the types and complexities of help desk tickets grow exponentially as well. In the wake of this growth, consistently meeting SLAs and improving customer service is clearly not getting any easier.
What you need is not more help desk staff, but rather some wise counsel to help you plan, optimize, and execute your current help desk services smartly and effectively. Let’s take a look at some best practices:
#1 Plan Ahead & Institute a Structured Workflow
Simply put, this is the most fundamental step for the success of any help desk implementation. You need to know the ins and outs of your help desk strategy. So, start by planning a structured workflow of:
- How you intend to assign a technician to a ticket
- How the ticket is going to be escalated
- How the communication with the end-user is going to be established
- How to implement the ticket approval process
You need to define reasonable service level agreements, appropriate support levels, and good business logic for ticket routing and assignment. Planning only begins here.
#2 Know Your IT Environment
You need to know your IT environment, your end-users and their designated assets, because they are the source of your IT tickets. You need to have quick access to details of user accounts, as well as your enterprise hardware and software equipment. Start by:
- Integrating your help desk solution with your corporate Active Directory®
- Importing all your assets and IT inventory into your help desk software