Automating Your Help Desk Workflow

Do you know you can open, answer, close and reportcapabilities. For example, if a call for a printer problem
help desk information without humanis received at the help desk, workflow automation can
intervention?Automation is a powerful feature provideddetermine the type of call and direct that call to the
by most enterprise level help desk products; however,right person or provide an automated answer to the
most organizations rarely take advantage of theserequestor. In other words, "if" you receive a request
features. Based on a survey conducted by RightStarlike this, "then" do this specific task.- Increase Reporting
Systems, only 5% of the help desk managersAccuracyAutomating workflow provides the ability to
interviewed were using automation to its fullestcapture accurate help desk statistics by removing the
capacity. Most use it to some degree while others dovarious inconsistencies injected through human error. I
not use it at all. Tom Jud, Emerging Growth Managerknow help desk managers that spend hours each
for BMC Software, has observed "...that the Businessmonth collecting, editing and refining help desk statistical
Rules Engine provided by the Magic Help Deskreports. They spend most of there time correcting
product, is the key feature that organizations shoulderrors and adjusting the numbers that tell the real story
leverage to drive support efficiency and cost savings."of the help desk. Automating workflow is one primary
He explains that the two main reasons forway to assist help desk managers prepare and create
organizations not deploying workflow automation are 1)accurate reporting.- Create Consistency while
the perceived level of difficulty in implementing theseReducing Call VolumeHave you ever called a help
functions and 2) The lack of workflow planning used indesk and received two or three different answers for
developing the helpdesk program. Once organizationsthe same problem, or worse, no answer at all? It's
learn the importance of workflow automation and thefrustrating and it reflects poorly on the help desk.
benefit gained, they embrace the feature and driveSeveral help desk tools provide the capability to deliver
added value from their help desk product.After havinganswers on various issues in a consistent automated
conducted over 600 site visits and productmanner. This provides the requestor with confidence
demonstrations, I have identified 4-main focus areasthat they received the right answer while taking the
where organizations can benefit from deployingguesswork away from the help desk analyst when
workflow automation.- Enforcing best practicesanswering questions. In many cases, the answer can
through automation.Companies looking to providedbe provided without human intervention. There are
better and less expensive support services havevarious ways of deploying these capabilities;
adopted any number of help desk "best practices"collectively they can provide a tremendous reduction in
guidelines. Automating workflow to enforce a helpcall volume and a higher degree of customer
desk's best practices deployment can drive evensatisfaction.Incorporating automation in your help desk
more value and efficiency. By pairing certain bestworkflow provides many benefits. As with any
practice areas with automated workflow, a help deskundertaking, it takes forethought and planning, but with
can provide a consistent and predictable level ofthe right help desk tool and the desire to provide timely,
support.- Improving incident response time throughaccurate answers with little or no human intervention,
automation.Incident response time is how most servicethe effort will off-load pressure from the help desk
support organizations are judged. According to Beverlystaff and integrate an atmosphere of help desk
Wells, Help Desk and Groupwise Manager forbrilliance.Dan Wilson currently works for RightStar
CarMax, "Of all the statistics gathered by the CarMaxSystems, a leader in Help Desk Service and Supprot
Help Desk, the one area reviewed with the mostConsulting; including problem, asset, change and
scrutiny, is how fast we responded to and resolvedesktop management.Dan has over 15 years of
calls." Workflow automation can drastically improveexperience in support consulting.You can reach Dan at
incident response, problem resolution, and changedan.
requests, by incorporating predetermined "if, then"