Sign up for a trial of the Giva Service Management Suite
Needs Analysis tool - Clarify your solution requirements
Purchasing Insights
Do check signers have significant pain?
  • Understand pain points of CIO/VP Customer Service
  • Significant pain must exist for senior management to sign a check
  • Giva White Papers will help you "listen" for pain statements
  • Tell vendors your pain. Otherwise, they will ignore you
Purchasing Insights
Are funds approved and set aside?
  • Check in with CIO or VP Customer Service
  • Don't invest time until given iron clad assurance that funds are available
  • Determine what you are already paying for application maintenance
  • Find a cloud based replacement product for less money than annual maintenance
Purchasing Insights
Learn latest IT service desk or customer service best practices.
  • Prepare to ask vendors tough questions with confidence
  • Prod and poke at vendors...you lead the questioning
  • Acquire best practices fluency: first call resolution, service level agreement compliance, root cause analysis, customer satisfaction surveys, KPIs/metrics, dashboards, etc.
  • Subscribe to Giva Blog & review Giva White Papers. Join "Linked In" groups, industry associations and user groups
Purchasing Insights
What are problems with current call tracking system?
  • Hire consultants/technical experts, if necessary
  • Call vendor CEO; list of issues ready to send.
  • Proposal to fix? Cost, timeline, guarantees
  • Is fixing less expensive vs. buying a new application
Purchasing Insights
What are feature needs/requirements?
  • Obtain feedback from all stakeholders; prioritize the list
  • Use Giva's Needs Assessment Tool as a starting point
  • Check signers like a rigorous quantitative analysis
  • Share requirements openly with short list of vendors
Purchasing Insights
Ask vendors tough questions early and often.
  • Early on share complex "must have" & "deal killer" requirements to eliminate vendors
  • Ask for an estimated price quote. Is it in your budget ball park?
  • Ask for customer case studies and references
  • Poke and prod, listen carefully, get it all in writing
Purchasing Insights
What is the total cost of ownership (TCO) of all vendors?
  • Calculate TCO of all vendors for applies-to-apples comparison
  • Acquisition costs only 30% of TCO over 5 years according to Gartner Group
  • Ongoing lifetime costs vary significantly between vendors
  • Compare cloud vs. on premise hosted software licenses
Purchasing Insights
What are important license agreement terms?
  • What happens if stop paying annual maintenance?
  • Arbitration clause - inexpensive means of recourse
  • SLAs for product support & reports to measure SLA compliance
  • Termination clauses
Learn more about current industry best practices
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Cloud Computing for IT Help Desk & Customer Service/Support

Ask Vendors Tough Questions Early and Often

Save money with Giva SaaS

 

Webinar Key Point #6

The #6 Key Point we discuss in the "Winning Strategies for Purchasing IT Help Desk and Customer Service Software or Cloud Computing" webinar is to ask vendors tough questions early and often.

Once you have documented your product requirements, share them with a small list of vendors. Share the most complex "must have" requirements first. This will help you eliminate vendors and save time. Saving time and narrowing your list is your top priority. Engaging with vendors is very time consuming; and the more vendors you engage with, the more your daily productivity will decrease. Put the "must haves," which are your "deal killers," on the table and carefully listen to vendor responses. If any vendor cannot meet your "must haves," quickly cross them off your list. It is important to be efficient and disciplined as this approach will keep morale high. Remember that engaging with vendors takes significant effort and is very time consuming. It takes your people away from their every-day responsibilities, which they are expected to perform.

Click "Download White Paper" to read more about how to ask vendors tough questions early and often.

 

Download White Paper

Please make sure to read all the white papers summarizing the other Webinar key points.

Key Point #1: Do Check Signers Have Significant Pain?

Key Point #2: Are Funds Approved and Set Aside?

Key Point #3: Learn Latest Help Desk and Customer Best Practices

Key Point #4: Determine Problems with the Current Call Tracking System

Key point #5: Document Feature Needs/Requirements

Key Point #6: Ask Vendors Tough Questions Early and Often

Key Point #7: Compare Total Cost of Ownership of All Vendors

Key Point #8: Key License Agreement Terms

 

Some of the chief concerns we hear from support professionals just like you is your frustration with obtaining constant visibility to critical issues. Sound familiar?

Giva's Home Page Dashboard provides constant visibility to hot spots and highlights critical issues with charts, metrics and analytics.

 

Click on the video below to see 2 minutes of the Giva Dashboard.

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Software-as-a-Service (SaaS)

Powerful

Easy-to-Use

  • Intuitive design — Learn in just one hour
  • "One Click" to create/edit tickets and find solutions
  • Learn advanced features as needed
Customer Satisfaction Report Filters
Generate real-time customer satisfaction reports to measure results. Settings are automatically saved until changed.
Customer Satisfaction Report Results
Measure customer satisfaction levels for quick response to trouble areas. Survey data is automatically processed.
Customer Satisfaction Report Drill Down
Drill down to tickets allows for highlighting areas of concern.
Customer Satisfaction Trends Report
Measure customer satisfaction trends over months or years to reward stakeholders and take corrective action.
Service Level Agreement (SLA) Compliance Trends Filters
Generate real-time SLA compliance trends to measure results.
Service Level Agreement (SLA) Compliance Trends Report - Months
Measure SLA compliance trends over months to take corrective action.
Service Level Agreement (SLA) Compliance Trends Report - Years
Measure SLA compliance trends over months to reward stakeholders for high SLA compliance and consistancy.
Service Level Agreement (SLA) Compliance Report
Measure SLA compliance performance to reward stakeholders, take corrective action or modify respond and resolve goals.
Service Level Agreement (SLA) Compliance Report Drill Down
Drill down to tickets allows for highlighting areas of concern.
Root Cause Summary Bar Chart Report
Understand root causes to make systemic changes to reduce call volume and increase customer satisfaction.
Ticket Fields Report Filters
Quickly build custom real-time reports by interactively selecting fields. All standard and custom fields are accessible.
First Contact Resolution Trends Report
Measure first call resolution trends over time. Increasing first call resolution increases customer satisfaction.
First Contact Resolution by Creator Report
Measure first call resolution by ticket creator. Identify capability differences between agents and reward and take corrective action.
First Contact Resolution by Nature of Request Report
Measure first call resolution by nature of request to determine areas where additional documentation or resources are needed.
Nature of Request Trends Report
Understand why people call your organization and make systemic changes to reduce call volume.
Nature of Request Trends Report - Mouse Over Details
Mouse over anywhere on charts to obtain details on areas of concern. Drill down to the ticket level.
Nature of Request Frequency Report Pie Chart
Measure call volume by level & sublevels.
Escalation Trends Bar Chart Report - Mouse Over Details
Measure escalation trends to make systemic changes, rewrite SLAs or justify increases in headcount.
Tickets by Profile Fields
Quickly build custom real-time reports by interactively selecting fields. All standard and custom fields are accessible.
Closed Tickets Report
Measure closed ticket counts over date/time ranges to measure team productivity.
Opened & Closed Tickets Report
Measure open & closed ticket counts over date/time ranges to measure conversions.
Processing Work Load Report
Measure elasped time to open and time to close tickets to measure agent productivity and performance.
Tickets by Department Bar Chart Report
Measure what departments consume the most help desk resources for possible bill back and training.
Tickets by Department Bar Chart Report-Mouse over details
Mouse over anywhere on charts to obtain details on areas of concern. Drill down to the ticket level.
Tickets by Department Area Chart Report
Measure which departments consume the most help desk resources for bill back and training issues.
Ticket Distribution by Assignee Report
Track agent ticket assignments to better balance workload. Highlight unassigned tickets before going into escalation.
Ticket Hours by Cost Center Codes Report
Measure hours spent on each ticket. Summaries are generated for department/cost center billing.
All Open Aging Report
Track overdue tickets to help plan work priorities.
Parent Child Tickets Report
Visually understand relationships between parent, child, grandchild, etc. tickets for tasks or projects.
Submit Method Trends Report
Measure how tickets are submitted. Balance call volume to optimize cost, customer satisfaction and resources available.
Making a Report Favorite
Click the star to add a report your favorites.
Open Service Request
Check Recent Activity
Mouse Over to Select Category Menu
Use Mouse to Select iPhone 5 Problems
Alternatively Type in iPhone 5 and Menu Emerges
Continue to Type in iPhone 5 and then Tab and Exact Category is Displayed
Helpful Knowledge Article Can Be Tied to Each Nature off Request as Option
Copy Article to the Resolution by Clicking Copy to Resolution
Select Root Cause
Root Cause is Selected
Select Status Closed
Status Closed is Selected
Select Assignee
Assignee is Selected
Click Create
New Service Request Created
Open Another Service Request
Creating a Service Request
Select Category Menu
Select Word and then Create a Table of Authorities
Helpful Form Appears to Help with Trouble Shooting
Answer Questions and Click Save
Form is Copied to Subject
Click Search Knowledge
Results Appear - The Top Result Looks Like the Best Match & Solution
Click on the Top Search Result
Click Email to Customer LInk on the Right Side
View Green Confirmation that Email was Sent to Mary Smith
Click Copy to the Ticket in the Upper Right
Confirmation Article was Copied to the Service Request
View Resolution was Copied to the Service Request in the Lower Left
Click Yes to Say Information was Helpful
View Thank You Feedback
Click Three Stars to Giva Article a High Rating
View Green Confirmation on Top
Click Feedback Tab to Provide Feedback If Had Any Concerns About the Article
View the Documents Saved to the Service Requests from the Knowledge Article
View the Resolution Quickly Copied from the Knowledge Article
Option to Send Any Files with a Note to Mary Smith
Send an Email to Mary Smtih
Copy Her Assistant Since This is a Time-Sensitive Matter
Jane Wells is Mary Smith's Assistant
Jan Wells is Copied
New Hire Process - Select Personnel Changes, New Hire
Custom Form for New Hire Appears
Seven Child Service Requests are Automatically Created
Detail of Seven Child Service Requests
More Detail of Seven Service Requests
View of a Child Service Request - See Parent and Sibling Summary Tabs

Benefits

Giva eHelpDeskT is a 100 percent cloud based, ITIL-compliant IT help desk solution that:

  • Increases first-call resolution by building a knowledge base that captures lessons learned
  • Reduces call length by auto completing, streamlining routine tasks, providing trouble-shooting tools on a single screen, and maintaining parent/child requests for high call volume incidents
  • Increases customer satisfaction by speeding problem resolution and providing consistent, fast answers
  • Boosts SLA compliance by automating SLA breach notifications based on escalation business rules
  • Decreases request resolution times by providing tools that help quickly diagnose the cause of problems and rapidly route requests
  • Minimizes the number of escalated requests by tracking problem response and resolution status verses established standards
  • Decreases call volume and identifies opportunities for business process improvement with root cause analysis
  • Increases efficiency by defining and enforcing standard service management business processes
  • Increases agent productivity by providing automated workflow and escalation
  • Speeds business decisions by delivering accurate, real-time reports
  • Optimizes staffing levels by providing trend reports
  • Helps ensure Sarbanes-Oxley compliance and reduces business risk by providing complete audit trails

Features

Giva eHelpDesk features:

  • Service level agreements
  • Automatic escalation rules engine
  • Customizable fields, screen, and options
  • Rich text formatting of requests, with the ability to attach screen shots and files to service requests
  • Automatic reminder of questions to ask, scripts, and standard operating procedures
  • Natural language, keyword, and Boolean search engine
  • Automated email-to-ticket creation
  • Parent/child service requests for high volume incidents
  • Reports can easily be configured, run, saved, shared, exported or emailed on-the-fly
  • More than 70 pre-defined, customizable reports
  • Customer satisfaction surveys
  • Self-service Web portal
  • Multiple independent service desks for use by other departments
  • Seamless integration with Active Directory or an HR database with REST based API
  • Seamless integration with Giva eKnowledgeManager™, Giva eChangeManager™, Giva eServiceDesk™, Giva eCustomerService™, Giva eAssetManager™, Giva eSoftwareManager™, and Giva eAutoDiscovery™
  • ITIL-compliant

ITIL

The IT Infrastructure Library® (ITIL®) encompasses the following six areas:

  • Problem Management
  • Incident Management
  • Change Management
  • Configuration Management
  • Service Level Management
  • Release Management

To gain a further understanding of ITIL, download a Giva ITIL whitepaper.

Giva eHelpDesk™ specifically addresses Problem Management, Incident Management, and Service Level Management.

Problem Management

Problem Management helps ensure the stability of IT infrastructure and IT services.

By creating a Problem Record for any new kind of Incident and linking all Incidents to a Problem Record, the Giva IT help desk solution allows you to manage, control, and obtain information about the three major elements of Problem Management: problem control, error control, and proactive problem management. With the Giva IT help desk software, you can link multiple Incidents to the same Problem Record. The ultimate objective is that all Problems are linked to a Known Error.

Proactive Problem Management has two aspects. The first aspect is identifying potential Problems before they manifest as Incidents and making this information available to Incident Management. The second aspect is a continuation of the first. In this case, Problem Management identifies the Known Error and takes steps to correct it before customers call to report it.

With more than 70 pre-defined, configurable reports and root-cause analysis, Giva eHelpDesk assists IT in identifying and documenting potential Problems so they can be resolved by Problem Management.

Incident Management

Incident Management provides continuity to customers by restoring services as quickly as possible, provides accessibility of the Service Desk for all users, and ensures acceptability of its services. The focus of Incident Management is on continuity and thereby allowing customers to resume business as quickly as possible.

By providing rich text formatting of requests, with the ability to attach screen shots and files to Incident requests, Giva eHelpDesk is your one solution for tracking Incidents, responses, and resolutions. In addition, to ensure that no Incident falls through the cracks, it has an automatic escalation rules engine. Also, to ensure each Incident is handled with consistency, it has an automatic reminder of questions to ask, scripts, and standard operating procedures.

Service Level Management

Service Level Management (SLM) establishes a closely monitored agreement about the optimal level of IT service between provider and customer.

Giva eHelpDesk provides tools to assist with implementing the ITIL Service Level Management (SLM) process, which entails negotiating, defining, contracting, monitoring, and reviewing the levels of customer service. The Giva IT help desk solution also provides a business rules engine for escalation notifications to help ensure Problems and Incidents are addressed within service level agreements (SLAs). With extensive reports, Giva eHelpDesk also helps you monitor and review the actual service levels achieved against their SLA targets.