Self Service. Jeff Hance LANDESK Software

Transcription

1 Self Service Jeff Hance LANDESK Software

2 Who we are Our History 1985 Founded (LAN Systems) 1991 Pioneered Systems Management with Intel 2002 Spun out Business Product Lines LANDesk - Wavelink - Shavlik Industry Leader, Award Winning Solutions User-Oriented IT Service Management Systems Lifecycle Management Endpoint Security Management Premise &/or Cloud-SaaS Deployment Models IT Asset Management Key Facts 19,000 customers world-wide Alliances 400+ SI/VARs Certified Expert Solution Providers HQ Salt Lake City, Utah LANDesk LANDESK Software SOFTWARE Confidential CONFIDENTIAL

3 Agenda Set the Stage IT Self-Service : True or False? What s Happening in Today s Market Place? Key Drivers for IT Self-Service Barriers to Adoption of IT Self-Service Designing Great IT Self Service LANDesk Self Service in Action Driving End-User Adoption of IT Self Service Beyond Traditional IT Self Service Service catalogue Summary

4 How s Life on the Service Desk? 4

5 Take Back Control Free time 5

6 Some Statistics 75% of surveyed consumers said they would prefer to use online support if it were reliable and provided accurate and complete information; 91% say they would use an online knowledgebase if it were available and tailored to their needs. More than 40% of customers contact a call center after they can t find answers to their question via selfservice; up to 50% of How do I? calls could be deflected to self-care channels if information was provided online or in a knowledgebase. 6

7 Executive Summary While 40% of IT service and support requests can be resolved through self-service, only about 5% actually are David M. Coyle, VP Research, Gartner IT Self-Service empowers end-users to solve their own IT-related issues, helps reduce service and support costs and increases end-user satisfaction Focusing on end-user adoption is key Accept it - IT self-service does entail upfront costs IT self-service won t reduce all types of call volumes

8 Brilliant How many people use Google to locate information? How many have ever phoned Google? Coming to work shouldn t feel like going back in time Who has XP at home? Who has XP at work?

9 IT Self-Service : True or False? IT Self-Service will reduce support costs Reality IT self-service will reduce Level 1 Support IT Self-Service is a one-time investment Reality IT Self-Service requires constant care and feeding End-users will flock to selfservice Reality End-user acceptance varies greatly IT self-service is easy to implement Reality The right companion tools and processes, and pre-requisites for a successful implementation

10 IT Self-Service Will Reduce Support Costs A typical end user contacts the IT Service Desk 1.2 times per month; total cost per contact is $20.01 Self Service can reduce the cost per contact to $5-10 (less labor time) IT Self-service works well for specific record types, for example How-to requests, FAQs, Password resets - not all Controlling your contact points with IT (e.g. phone, walk up, web chat, ) will help increase your IT self-service adoption Reality: IT self-service will reduce Level 1 support

11 IT Self-Service Is A One-Time Investment A Self-Service portal does not typically require additional technology investment It does require resource and time investments in content management and driving user adoption - Marketing IT Self-Service is not set it and forget it Trend analysis to understand what ails the user Surveys to gain end-user feedback Marketing efforts to continually promote utilization Maintenance of knowledge base articles Reality: IT Self-Service requires constant care and feeding

12 End-Users Will Flock To Use Self-Service End-users will use the support channel they are most comfortable and familiar with Year 1 adoption rates can be very low Understanding your end-user demographics and current behaviors is key - factor this into your self-service planning End-user utilization is your primary objective Measuring adoption of self-service is critical Reality: End-user acceptance varies greatly

13 IT Self-Service Is Easy To Implement End-users expect an intuitive self-service portal They wont dig around to find what they need You must make it easy for end users to solve their own problems Two most frequent call types: How-to requests - good knowledge base is key Password reset Reality: The right companion tools and processes and pre-requisites for a successful implementation

14 What s Happening in Today s Market Place? IT Self-Service is not a new concept More than 75% of IT organizations deliver some level of self-service IT Self-Service is now receiving increasing attention Top 3 Common Requests Password Reset KBS Search Requests for Services Driven by increased security requirements Find answers to How-to questions & technical problems 5-30% of total service desk contact volume Up to 40% of total service desk contact volume Time and resource savings through automated request fulfillment The IT organization is challenged with encouraging adoption of self-service by end users

15 Key Drivers for IT Self-Service Each contact costs the IT organization, on average $20.01* IT self-service significantly lowers the cost per contact to $5- $10 Cost Reduction Improved Service Quality Available 24/7 - allowing users to resolve issues at any time, day or night Increased productivity Improved service quality Increases end-user satisfaction The KBS provides the same answers to end users Consistency and availability improves end-user productivity and satisfaction, Repeatable, consistent answers Demonstrate innovation Everyone goes online to find/do something Not offering self-service may be perceived as antiquated Present a progressive and in touch reputation

16 Barriers to Adoption of IT Self-Service Offering too many choices , Telephone, Web forms, Instant messaging, Walk up, Self Service portal To overcome this hurdle: Provide less choice phase out alternative support channels (i.e. Phone and ) Make self-service THE most convenient support channel Easy to use Best quality support Fast issue resolution

17 Designing Great IT Self Service Achieve your business goals and deliver a great user experience to your end-users 1. Define your business requirements and goals 2. Analyze and understand your audience/end-users Profile your end-users demographics, computer savvy Reflect this in your UI design Identify their needs what do they expect to be able to do e.g. Find answers, Reset a password, submit a service request quickly and intuitively 3. Design UI/Navigation wireframe and organize content 4. Develop/Functionally Test your self service portal 5. Deploy to Pilot group - address feedback before launch 6. Launch full roll out 7. Review, Maintain and Improve

18 Do s and Don ts Do get stakeholders involved at point of design from across the organization don t design and develop in a silo Do go directly to your source - don t be afraid to ask what your customers want Do get stakeholders to beta test don t ignore their feedback Do make the Home page count it is the cover of your book don t forget to make it appealing, clear, usable and enticing. Do build Knowledge as the rule don t make it the exception Do produce effective and targeted knowledge don t forget to maintain it! Write good knowledge articles using end-user terminology Apply appropriate keywords for searching Do plan additional time (post launch) to refine and improve don t think there is no room for improvement

19 Service Catalog The second phase for a successful Self Service

20 Service Request ITIL2 : A request for a change, usually both common and straightforward, to be made to a service. A Service Request is characterized by the fact that the Change can be made under strict, well-defined procedural control and is therefore (virtually) risk-free. Providing access to services for a new member of staff and relocating PCs are two typical examples. ITIL3 : A request from a User for information, or advice, or for a Standard Change or for Access to an IT Service. For example to reset a password, or to provide standard IT Services for a new User. Service Requests are usually handled by a Service Desk, and do not require an RFC to be submitted.

21 Service Catalogue What is a Service Catalogue? The place where an end user can make a request for a service. The catalogue of all live customer facing services offered by IT. 21

22 Service Catalogue Why do I need a Service Catalogue? Standardise Offerings Ensures IT define the services it offers Publish and communicate offerings to end users Increases efficiency 22

23 Service Catalogue How do I setup my Service Catalogue? Service Portfolio Process Request Process Create Configuration Items Design Catalogue Content Publish Catalogue to Entitled Users 23

24 Service Catalogue Process Use Method not Madness Request Control Deploy Subscribe Remove Communicate People + Process + Technology 24

25 Service Catalogue Entitlement Think - Who, what, why Publish by user / group / role Request type once v many Bundled services People + Process + Technology 25

26 Catalogue Alone is NOT ENOUGH

27 Self Service & Catalogue - Communicate The Customer is King Incident & Request Notifications Service status Performance Dashboards Promote the desk! 27

28 Quick Fix You want a quick fix? FOCUS on Self Service FOCUS on Catalog FOCUS on Automated Delivery and Removal Build relationships as part of the PROCESS SUDDENLY it s just like Amazon We know what you have It s just like Apple You request it, it arrives Yet at the back, it s ITSM It s only possible with ITSM

29 Remember Keep it Simple It s just like cooking 29

30 Thank You QUESTIONS 31

31 LANDESK SELF SERVICE

32 What Is LANDesk Self Service? LANDesk Self Service enables end users* to submit & track tickets, troubleshoot their issues and keep up to date with the latest company news via a range of browsers Enable end users to interact directly with the Service Desk 24/7 from any location Provide end users with personalized, relevant information Control which users have access to what information Configure the look and feel to meet corporate style guides Integrate seamlessly with existing Intranets or websites Supported with a range of browsers *For example, employees, customers or citizens

33 Key Features Log, update and track the progress of incidents/requests Request closure of a ticket View ticket status, history and resolution View my query results e.g. My Open Tickets View and interact with graphical charts Complete customer satisfaction survey View important information on the Noticeboard Search knowledgebase and FAQs Ask/submit a question Link to web sites and documents Configurable look and feel

34 LANDESK SELF SERVICE IN ACTION

35 Driving End-User Adoption of IT Self Service Provide a good reason/incentive for end-users to use selfservice instead of telephone or Offer faster SLAs Communicate the cost savings of self-service versus alternate support channels Employ a chargeback for support channels other than self service Limit support via non-self service support channels Phase out selected support channels (phone, etc) but continue monitoring customer satisfaction Adopt a marketing campaign to promote self-service to endusers - highlight the benefits and availability of self-service to the business Record a message on your phone system Place signatures announcing the SS Portal Make it the default browser home page

36 Beyond Traditional IT Self Service Automated Request Fulfillment LANDesk Service Catalogue A brand new product in 7.4 Gives users access to all of the live services provided by IT that a user can request Seamlessly integrated into LANDesk Self Service Users can search for and select services via an intuitive easy to use graphical format Navigate catalogue tree or use search and filter facilities View detailed service info from catalogue Provides a proactive shop window for IT

37 Summary Well implemented IT self-service helps reduce service and support costs, and increase end-user satisfaction. IT self-service will reduce Level 1 support IT self-service requires constant care and feeding End-user acceptance varies greatly Remember: 40% (estimate) of all IT service and support requests are capable of being resolved by self-service

38 Version Compelling Capabilities Additional Features in LANDesk Web Desk Roll out Web Desk to your Analysts and enable them to work anywhere with an internet connection Brand New LANDesk Self Service Empower your end users to log their own incidents and find their own answers using a modern, intuitive website Powerful LANDesk Service Catalogue Enable your end users to make their own requests for software, hardware, services Broader LANDesk Solution Integrations Make the most of your LANDesk solutions and benefit from the power of process and service automation

39 Next Steps Speak to your Sales Rep about Version 7.7 LANDesk Service Desk 7.4 offers new products, new features and lots of usability improvements Additional Features in LANDesk Web Desk Brand New LANDesk Self Service Powerful LANDesk Service Catalogue Broader LANDesk Solution Integration Find out more on Request a product demonstration

40 Thank You! The information herein is the confidential information and/or proprietary property of LANDesk Software, Inc. and its affiliates (referred to collectively as LANDesk ), and may not be disclosed or copied without prior written consent of LANDesk. To the maximum extent permitted under applicable law, LANDesk assumes no liability whatsoever, and disclaims any express or implied warranty, relating to the sale and/or use of LANDesk products including liability or warranties relating to fitness for a particular purpose, merchantability, or infringement of any patent, copyright or other intellectual property right, without limiting the rights under copyright. LANDesk retains the right to make changes to the information herein or related product specifications and descriptions, at any time, without notice. LANDesk makes no warranty for the use of the information herein and assumes no responsibility for any errors that can appear nor does it make a commitment to update the information contained herein. For the most current product information, please visit Copyright 2010, LANDesk Software, Inc. and its affiliates. All rights reserved. LANDesk and its logos are registered trademarks or trademarks of LANDesk Software, Inc. and its affiliates in the United States and/or other countries. Other brands and names may be claimed as the property of others. 41