Automating Your Help Desk Workflow

Do you know you can open, answer, close and reportautomation can drastically improve incident response,
help desk information without human intervention?problem resolution, and change requests, by
Automation is a powerful feature provided by mostincorporating predetermined "if, then" capabilities. For
enterprise level help desk products; however, mostexample, if a call for a printer problem is received at
organizations rarely take advantage of these features.the help desk, workflow automation can determine the
Based on a survey conducted by RightStar Systems,type of call and direct that call to the right person or
only 5% of the help desk managers interviewed wereprovide an automated answer to the requestor. In
using automation to its fullest capacity. Most use it toother words, "if" you receive a request like this, "then"
some degree while others do not use it at all. Tom Jud,do this specific task.o Increase Reporting Accuracy
Emerging Growth Manager for BMC Software, hasAutomating workflow provides the ability to capture
observed "...that the Business Rules Engine provided byaccurate help desk statistics by removing the various
the Magic Help Desk product, is the key feature thatinconsistencies injected through human error. I know
organizations should leverage to drive supporthelp desk managers that spend hours each month
efficiency and cost savings." He explains that the twocollecting, editing and refining help desk statistical
main reasons for organizations not deploying workflowreports. They spend most of there time correcting
automation are 1) the perceived level of difficulty inerrors and adjusting the numbers that tell the real story
implementing these functions and 2) The lack ofof the help desk. Automating workflow is one primary
workflow planning used in developing the helpdeskway to assist help desk managers prepare and create
program. Once organizations learn the importance ofaccurate reporting.o Create Consistency while
workflow automation and the benefit gained, theyReducing Call Volume
embrace the feature and drive added value from theirHave you ever called a help desk and received two or
help desk product.three different answers for the same problem, or
After having conducted over 600 site visits andworse, no answer at all? It's frustrating and it reflects
product demonstrations, I have identified 4-main focuspoorly on the help desk. Several help desk tools
areas where organizations can benefit from deployingprovide the capability to deliver answers on various
workflow automation.o Enforcing best practicesissues in a consistent automated manner. This
through automation.provides the requestor with confidence that they
Companies looking to provided better and lessreceived the right answer while taking the guesswork
expensive support services have adopted any numberaway from the help desk analyst when answering
of help desk "best practices" guidelines. Automatingquestions. In many cases, the answer can be provided
workflow to enforce a help desk's best practiceswithout human intervention. There are various ways of
deployment can drive even more value and efficiency.deploying these capabilities; collectively they can
By pairing certain best practice areas with automatedprovide a tremendous reduction in call volume and a
workflow, a help desk can provide a consistent andhigher degree of customer satisfaction.
predictable level of support.o Improving incidentIncorporating automation in your help desk workflow
response time through automation.provides many benefits. As with any undertaking, it
Incident response time is how most service supporttakes forethought and planning, but with the right help
organizations are judged. According to Beverly Wells,desk tool and the desire to provide timely, accurate
Help Desk and Groupwise Manager for CarMax, "Ofanswers with little or no human intervention, the effort
all the statistics gathered by the CarMax Help Desk,will off-load pressure from the help desk staff and
the one area reviewed with the most scrutiny, is howintegrate an atmosphere of help desk brilliance.
fast we responded to and resolve calls." Workflow