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5 Geek Tips for Choosing the
                                                             Right Help Desk Solution

        Simplicity, Automation &
            Affordability..!!!
© 2013, SolarWinds Worldwide, LLC. All rights reserved.

                                                               1
Agenda

  » Face It – You do have a Help Desk Selection Challenge

  » Here are 5 Geek Tips:
          1. Simplify & Automate as Much as Possible

          2. Look for Software with an Easy-to-Use Web Interface

          3. Accommodate Old-School Email Service Requests

          4. Save Your End-Users From Themselves

          5. Reporting is Your Friend

  » Learn How SolarWinds Web Help Desk Can Help!

5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        2
Face It – You do have a Help Desk Selection
Challenge
 »      Organizations of every size find themselves looking for the right
        help desk solution to meet their IT and end-user requirements.
         Some have not implemented any solution yet
         Some are NOT satisfied with their current solution and are in search of
          a better one.

 »      Whichever of these categories you belong to, you will certainly
        find it demanding to make a choice given the plethora of help desk
        tools and software storming the market.

 »      So, where do you start and how do you go about it?

 »      Let us give you some geek tips to help you find the right help desk
        software

5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        3
Simplify & Automate as Much as Possible                                             1

»     At the end of the day, it’s all about resolution of help desk tickets for
      an IT technician.

»     The more you simplify the ticketing and management process, the
      more time you gain for troubleshooting and problem resolution.

       Look for a solution that makes ticket creation, assignment, escalation and
       management simple, and doesn’t require much manual effort.

»     Both the technicians and the end-users should feel comfortable using
      the help desk.

»     You need more options for creating tickets – quick tickets for
      common IT tasks, special assignment, and priority based on specific
      request conditions, running multi-stage tasks, etc.
5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        4
Look for Software with an Easy-to-Use
                                                                                      2
Web Interface
»     For overall familiarity and less ramp-up time, Web-based help desk software
      is the best bet.

»     The centralized Web interface gives the help desk support staff get more
      control, and it makes the team’s jobs easier by being able to log into just a
      single console to execute administrative tasks.

»     A Web interface also makes a better end-user experience.

»     With customizable ticket forms and dynamic ticket creation templates, it
      becomes easier to
          create a ticket
          define priority and SLAs                                Easy-to-use &
                                                                   Intuitive Web
          communicate with the assigned technician
                                                                     Interface
          all from a single interface.

5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        5
Accommodate Old-School Email
                                                                            3
Service Requests
»     Though it’s best to have an easy, consolidated Web interface for
      ticket creation
       Your help desk software should still be able to receive users’ IT
         requests via email and convert them into a service desk ticket
         dynamically.

»     So, look for a Web-based solution that also
       converts in-bound emails into help desk tickets
       and allows you to send outbound emails to end-users and other
        support staff for status tracking and communication




5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        6
Save Your End-Users From Themselves                                                       4

»     A built-in knowledge base (KB) is incredibly useful for providing self-
      service options to the user who’s logging a ticket.

»     Your help desk software should provide FAQs and tech tips at the
      time of ticket creation to help them with self-resolution on simple
      and common issues.

»     KB content is also invaluable for help desk analysts when referring to
      frequently faced problems and who need detailed but quick
      resolution tips on-the-fly.
                                                                    Help Desk Analysts
                   FAQs
                                                        Knowledge
                Tech Tips
                                                          Base
           Resolution Tips                                          Clients / End-Users

5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                             7
Reporting is Your Friend                                                          5

»     If you are in charge of your organization’s IT help desk, you need to be able
      to know
          how many tickets your technicians are handling
          how quickly they are being resolved
          how satisfied your end-customers are
          what common issues need more attention
          which problems often recur or cause additional issues, etc.

»     By measuring the performance of the help desk staff’s performance with
      reports and ticket resolution statistics, you’ll be able to
          identify strengths and weaknesses
          recognize patterns in help desk service issues
          carve out plans for process improvements
          improve your help desk’s service quality
          and better manage your help desk team overall.

5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        8
Quick Checklist

»     Here’s a quick checklist to help you make your decision on the right
      help desk software.

»     Look for:
      1. Easy-to-use help desk software with ticketing automation to reduce manual
         efforts and simplify ticketing management
      2. Simple and intuitive Web help desk interface for both technicians and end-
         users
      3. Automatic conversion of email service requests to help desk tickets
      4. Built-in Knowledge Base to provide self-resolution options to your users
      5. Robust performance reporting to monitor technician performance and
         overall help desk management

»     And remember to try before you buy. Evaluation will prove worthy
      for making the right choice.
5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        9
Learn How SolarWinds
                                                    Web Help Desk Can Help..!!


5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        10
Simple & Easy-to-use Help Desk Software

»     SolarWinds Web Help Desk offers affordable yet powerful IT help desk
      ticketing software with simplicity and automation to help you quickly
      resolve problems, escalate issues, and isolate root causes.

»     With built-in reporting tools to customize, schedule, export, and email
      reports, Web Help Desk gives you complete control of your ticketing
      process.




5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        11
How Web Help Desk Helps You…

»     Email-to-Ticket Automation – Emails and file attachments sent to your
      help desk email inbox will be automatically converted into a ticket.
»     Ticket Action Rules – Automatically assign a ticket at any stage in its life to
      the individual IT tech or group with easy-to-configure cascading rules using
      granular or general criteria as defined by your needs.
»     Asset Management – Manage client assignments, build parent/child
      relationships between assets, and integrate with your favorite asset
      discovery software for instant accessibility within your help desk
      application.
»     Built-in Knowledge Base – External knowledge bases empower your users
      to easily find important information for self-resolution, while internal
      knowledge bases conveniently centralize FAQs and tech tips.
»     Built-In Performance Reporting – Get direct insight into technician
      performance, areas for improvement in customer service, real-time billing
      data, and bottleneck problems.

5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        12
Web Help Desk Ticketing Dashboard




»       SolarWinds Web Help Desk’s intuitive interface and graphical reporting dashboards increase the
        visibility of real-time business operations for faster, more informed decisions that improve help
        desk performance and efficiency

    5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                            13
Web Help Desk Ticket Details




»     SolarWinds Web Help Desk (WHD) allows quick and easy capture of service ticket information. WHD
      offers a rich set of flexible and customizable input fields for capturing ticket creation and assignment
      details, customer information, associated asset details, and parts and billing information.

    5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                            14
Web Help Desk Client Login




»        SolarWinds Web Help Desk dynamically displays relevant knowledge base articles and FAQs
         when clients enter their service request into the Web portal. This promotes self-resolution of
         common IT tickets and service requests by the clients.

    5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                            15
Web Help Desk Change Management &
     Approval Workflow




»        SolarWinds Web Help Desk associates IT service request types with Approval/Change
         processes. Clients see a notification when creating a ticket if approval is required. Approvers
         receive an email notifying them of the pending request. Approvers can approve or deny directly
         from email or via the Web interface..
    5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                            16
Web Help Desk Free 30-day FREE TRIAL




5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION
                                                        17
Thank You!




18

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5 Geek Tips for Choosing the Right Help Desk Solution

  • 1. 5 Geek Tips for Choosing the Right Help Desk Solution Simplicity, Automation & Affordability..!!! © 2013, SolarWinds Worldwide, LLC. All rights reserved. 1
  • 2. Agenda » Face It – You do have a Help Desk Selection Challenge » Here are 5 Geek Tips: 1. Simplify & Automate as Much as Possible 2. Look for Software with an Easy-to-Use Web Interface 3. Accommodate Old-School Email Service Requests 4. Save Your End-Users From Themselves 5. Reporting is Your Friend » Learn How SolarWinds Web Help Desk Can Help! 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 2
  • 3. Face It – You do have a Help Desk Selection Challenge » Organizations of every size find themselves looking for the right help desk solution to meet their IT and end-user requirements.  Some have not implemented any solution yet  Some are NOT satisfied with their current solution and are in search of a better one. » Whichever of these categories you belong to, you will certainly find it demanding to make a choice given the plethora of help desk tools and software storming the market. » So, where do you start and how do you go about it? » Let us give you some geek tips to help you find the right help desk software 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 3
  • 4. Simplify & Automate as Much as Possible 1 » At the end of the day, it’s all about resolution of help desk tickets for an IT technician. » The more you simplify the ticketing and management process, the more time you gain for troubleshooting and problem resolution. Look for a solution that makes ticket creation, assignment, escalation and management simple, and doesn’t require much manual effort. » Both the technicians and the end-users should feel comfortable using the help desk. » You need more options for creating tickets – quick tickets for common IT tasks, special assignment, and priority based on specific request conditions, running multi-stage tasks, etc. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 4
  • 5. Look for Software with an Easy-to-Use 2 Web Interface » For overall familiarity and less ramp-up time, Web-based help desk software is the best bet. » The centralized Web interface gives the help desk support staff get more control, and it makes the team’s jobs easier by being able to log into just a single console to execute administrative tasks. » A Web interface also makes a better end-user experience. » With customizable ticket forms and dynamic ticket creation templates, it becomes easier to  create a ticket  define priority and SLAs Easy-to-use & Intuitive Web  communicate with the assigned technician Interface  all from a single interface. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 5
  • 6. Accommodate Old-School Email 3 Service Requests » Though it’s best to have an easy, consolidated Web interface for ticket creation  Your help desk software should still be able to receive users’ IT requests via email and convert them into a service desk ticket dynamically. » So, look for a Web-based solution that also  converts in-bound emails into help desk tickets  and allows you to send outbound emails to end-users and other support staff for status tracking and communication 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 6
  • 7. Save Your End-Users From Themselves 4 » A built-in knowledge base (KB) is incredibly useful for providing self- service options to the user who’s logging a ticket. » Your help desk software should provide FAQs and tech tips at the time of ticket creation to help them with self-resolution on simple and common issues. » KB content is also invaluable for help desk analysts when referring to frequently faced problems and who need detailed but quick resolution tips on-the-fly. Help Desk Analysts FAQs Knowledge Tech Tips Base Resolution Tips Clients / End-Users 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 7
  • 8. Reporting is Your Friend 5 » If you are in charge of your organization’s IT help desk, you need to be able to know  how many tickets your technicians are handling  how quickly they are being resolved  how satisfied your end-customers are  what common issues need more attention  which problems often recur or cause additional issues, etc. » By measuring the performance of the help desk staff’s performance with reports and ticket resolution statistics, you’ll be able to  identify strengths and weaknesses  recognize patterns in help desk service issues  carve out plans for process improvements  improve your help desk’s service quality  and better manage your help desk team overall. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 8
  • 9. Quick Checklist » Here’s a quick checklist to help you make your decision on the right help desk software. » Look for: 1. Easy-to-use help desk software with ticketing automation to reduce manual efforts and simplify ticketing management 2. Simple and intuitive Web help desk interface for both technicians and end- users 3. Automatic conversion of email service requests to help desk tickets 4. Built-in Knowledge Base to provide self-resolution options to your users 5. Robust performance reporting to monitor technician performance and overall help desk management » And remember to try before you buy. Evaluation will prove worthy for making the right choice. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 9
  • 10. Learn How SolarWinds Web Help Desk Can Help..!! 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 10
  • 11. Simple & Easy-to-use Help Desk Software » SolarWinds Web Help Desk offers affordable yet powerful IT help desk ticketing software with simplicity and automation to help you quickly resolve problems, escalate issues, and isolate root causes. » With built-in reporting tools to customize, schedule, export, and email reports, Web Help Desk gives you complete control of your ticketing process. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 11
  • 12. How Web Help Desk Helps You… » Email-to-Ticket Automation – Emails and file attachments sent to your help desk email inbox will be automatically converted into a ticket. » Ticket Action Rules – Automatically assign a ticket at any stage in its life to the individual IT tech or group with easy-to-configure cascading rules using granular or general criteria as defined by your needs. » Asset Management – Manage client assignments, build parent/child relationships between assets, and integrate with your favorite asset discovery software for instant accessibility within your help desk application. » Built-in Knowledge Base – External knowledge bases empower your users to easily find important information for self-resolution, while internal knowledge bases conveniently centralize FAQs and tech tips. » Built-In Performance Reporting – Get direct insight into technician performance, areas for improvement in customer service, real-time billing data, and bottleneck problems. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 12
  • 13. Web Help Desk Ticketing Dashboard » SolarWinds Web Help Desk’s intuitive interface and graphical reporting dashboards increase the visibility of real-time business operations for faster, more informed decisions that improve help desk performance and efficiency 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 13
  • 14. Web Help Desk Ticket Details » SolarWinds Web Help Desk (WHD) allows quick and easy capture of service ticket information. WHD offers a rich set of flexible and customizable input fields for capturing ticket creation and assignment details, customer information, associated asset details, and parts and billing information. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 14
  • 15. Web Help Desk Client Login » SolarWinds Web Help Desk dynamically displays relevant knowledge base articles and FAQs when clients enter their service request into the Web portal. This promotes self-resolution of common IT tickets and service requests by the clients. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 15
  • 16. Web Help Desk Change Management & Approval Workflow » SolarWinds Web Help Desk associates IT service request types with Approval/Change processes. Clients see a notification when creating a ticket if approval is required. Approvers receive an email notifying them of the pending request. Approvers can approve or deny directly from email or via the Web interface.. 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 16
  • 17. Web Help Desk Free 30-day FREE TRIAL 5 GEEK TIPS FOR CHOOSING THE RIGHT HELP DESK SOLUTION 17