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Help Desk Best Practices-What Features You Should Look for in Help Desk SoftwareWhite Paper Table of ContentsHelp Desk Best Practices Help Desk Best Practice: Perform Customer Satisfaction Surveys on a Regular Basis Create Your Own Customer Satisfaction Surveys or Use a Default Customer Satisfaction Rating Alerts Customer Satisfaction Survey Frequency and Survey Exceptions Personalized Customer Satisfaction Surveys Choice of Customer Satisfaction Survey Delivery Method Customer Satisfaction Survey Alerts- "Please call me" Help Desk Best Practice: Implement a Web-Based Knowledge Base Tool FAQ and Most Frequently Used Knowledge Base Accepts Attachments and Screen Shots Knowledge Base Record Redundancy Avoidance Knowledge Base Record Spelling and Grammar Checker Search Knowledge Base from any Screen Create Knowledge Base Articles from any Screen Search the Knowledge Base your own way Tabs for Easy Viewing Knowledge Base Results Easy Copy of Knowledge Base Content into Help Desk Software System Emailing a Knowledge Base Record to Customer Simple Customer Interface to Knowledge Base Knowledge Base Record Creation Options Knowledge Base Record History Help Desk Best Practice: Implement a Web-Based Knowledge Base Tool with Real-time Reports, Dashboards, Metrics and Business Analytics Knowledge Base Status Report Knowledge Base Status Report & Approval Work Flow Process My Knowledge Base Status Report Knowledge Base Statistics Report Knowledge Base Records by Creator Help Desk Best Practice: Implement Service Request Automation Processes in your Help Desk Software Help Desk Software Accepts Attachments and Screen Shots Help Desk Software Integration with Remote Control Software Quick Resolutions Automate Email-to-Service request Creation Automatic Reminder of Standard Operating Procedures and Questions to Ask Customers Parent/Child Service requests Multiple Independent Service Desks within Help Desk Software System Complete Audit Trail of all Service Requests and Knowledge Base Records Quick Service Requests Service Request On-Hold Clock Create Multiple Service requests at Same Time Help Desk Best Practice: Use the Help Desk Software System to Increase Communications with Agents and Customers Communications with Agents and Customers Email Customers Data Record Lock Notification Assignee Alert Pop-up Broadcast Messages Automated Service request Escalation Chat Hot Keys Help Desk Best Practice: Implement a Customer Self-Help Portal accessible 24 hours/day Easy Web Self-Service Access Help Desk Best Practice: Use Real-Time Help Desk Reports, Dashboards, Metrics and Analytics Predefined & Customizable Help Desk Reports First Call Resolution Help Desk Report First Call Trend Help Desk Report SLA Compliance Help Desk Report SLA Compliance Trends Help Desk Report Root Cause Summary Help Desk Report Customer Satisfaction Survey Help Desk Report Service Request Category Bar Chart Help Desk Report Service Request Category Trends Help Desk Report Open & Closed Service Requests Help Desk Report Processing Work Load Help Desk Report Processing Work Load-Off Hours Help Desk Report Re-Opened Service Requests Help Desk Report Submit Method Trends Help Desk Report Service Request Count Help Desk Report Service Request Frequency Help Desk Report Closed Service Requests Report Help Desk Report Closed Quick Service Requests-Major High Volume Incidents Escalation Statistics Help Desk Report Escalation Trends Help Desk Report Current Escalations Help Desk Report Customer History Help Desk Report Help Desk Best Practices: Use Real-time Reporting Features that Decrease Time Required to Prepare Reports Customized to User Real-time Reports Automatically Emailed My Help Desk Reports Section Report Data Downloads in Excel and PDF Formats Help Desk Reporting by Regions and Locations Saved Help Desk Report Settings Help Desk Dashboard on Management Home Page Help Desk Industry Best Practices: Implement an Asset Management System that is integrated with the Help Desk Software system Purchased-Software License Library Detailed software license type categories Link asset owner and assignee to customer database Configure asset acquisition information Software type categorization Used Software License Detail Customizable software library and detail records Configure asset detail to your environment Easy link to incidents Real time software license compliance Asset Auto-discovery integration with Help Desk Software System Leased Assets Aging Report Assets by Customer Asset Repair Frequency Report Asset Inventory Count Report Software License Documentation Summary Software Inventory Summary Software License Change Report Software License and Summary Assets by Acquisition Method PC Software Inventory Report Assets by Profile Fields Asset Loaner List Software and Hardware Inventory Report Help Desk Best Practice: Implement an ITIL Change Management Software System and ITIL processes Integrate the Change Management System with the Help Desk Software System Integrate Help Desk Software with ITIL Change Management Software System to Link Induced Problems to Changes Change History Diary Waiting Codes Automate Notifications Required Close Codes New Request for Change Notification Simple Request For Change Attach Documents Required Impact Codes Minor Changes Receive Streamlined Approval Simple Change Management Roles Induced Problems Associated with Changes Configurable Priority Codes Help Desk Best Practice: For ITIL Change Management Processes to be Successful Use Real Time Help Desk Reports, Dashboards, Metrics and Analytics Request For Changes Close Code Report Request For Change Status Report Forward Schedule of Request For Changes Back Out Request For Change Report Request For Change Rejection Reason Report Induced Problems Report Successful Request For Changes Report Request For Change Volume Report Request For Change Category Report Scheduled Request For Changes by Scope Request For Change Source Report My Requested Changes Report Scheduled Requests for Change by Service Group
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