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Surprise | Delight | Inspire

Building a Business Case for
Service Desk Certification
David Wright – January 2014

www.servicedeskinstitute.com
Introduction
Surprise | Delight | Inspire

David Wright, Service Desk Institute
Director of Professional Services

www.servicedeskinstitute.com
Agenda
Surprise | Delight | Inspire

Service Desk Certification
Building a Business Case for SDC

Reasons to Invest
The Certification Experience
Q&A

www.servicedeskinstitute.com
SDI Service Desk Certification
Surprise | Delight | Inspire

So what do we know? Your turn!

What do you know about Service
Desk Certification?

www.servicedeskinstitute.com
Building a Business Case for SDC
Surprise | Delight | Inspire

Before you start writing…..

Analysis of the situation that’s led to the
proposition or initiative.
Situation, key drivers, opportunity, return on
investment articulated.

Requirements, resources, expectations on return
on investment, time lines, key stakeholder mapping.
Data to support the business case. Financial data,
historical data, industry analysis, forecasts, case
studies, benefit mapping.
www.servicedeskinstitute.com
Building a Business Case for SDC
Surprise | Delight | Inspire

Executive Summary…
Business Strategy: Compliment strategy, prime drivers, vision,
values, propositions, mission, strap line or dreams.
Current situation: High level issues, risks to the business,
Improvement opportunities.

Recommendation: Outline recommended option with

key business benefits. Link benefits to the strategy drivers.
Implementation plan: Who will be leading the implementation
with an approximate idea of time scales for implementation.
www.servicedeskinstitute.com
Building a Business Case for SDC
Surprise | Delight | Inspire

As Is…

Strategic: Current strategic approach to support the
provision of service? Risk of the service desk not being
seen as strategic

Financial: Current cost of the provision of the Service Desk &
cost of incidents.
Architectural: Current technical and facilities

environment. The increased costs and risk.
Human Resources: Current support structure and skill levels. Skill

gaps or manpower issues increase costs or risk.
Quality: Current quality metrics and measured

performance against them..
www.servicedeskinstitute.com
Building a Business Case for SDC
Surprise | Delight | Inspire

Strategic: Expand on the business

Recommended Option…

strategy goals, How the initiative will

contribute to strategic business
objectives.
Financial: Expand on how much the recommendations it will cost
but also identify how much the anticipated savings will be.
Architectural: Expand on the benefits gained by rationalisation
toolsets, support tools or improved working environment.

Human Resources: Expand on the
benefits. Higher skilled, more

motivated employees with continuous
professional development common place.
www.servicedeskinstitute.com

Quality: Expand on how you will

target and measure your new
Desk
Building a Business Case for SDC
Surprise | Delight | Inspire

Implementation…

Who: Outline the accountabilities for the project .
The key stakeholders, Project Manager, and those
who will responsible, accountable, consulted and
informed?

What: Outline the budget for the accreditation including costs. Remember
costs are spread over a 2-3 year period with

incremental benefits.

When: Outline the project timeline. Chart the prospective improvement
journey with key millstones and clear deliverables at each milestone

How: Outline the risks and how to mitigate them along with
expectation around governance and communication plans
www.servicedeskinstitute.com
Reasons to invest
Surprise | Delight | Inspire

Benchmarking, tools for
improved quality of
services.

Highlight service excellence and gain
industry recognition of your service
commitment

Marketing the Service
Desk internally and
externally.

Increased transparency
to find areas of
improvement and

efficiencies.

credibility

To provide a clear and measurable set
of benchmarks for your Service Desk
operation
Improved attrition and
motivated people saving
cost of hiring

Make the right priorities to improve
customer satisfaction and

advocacy.

To build trust, confidence and

To demonstrate to your customers and
competitors that our support operation is
truly dedicated to best practice

To measure and improve service
effectiveness and maturity against the
globally recognised Certification
standards
Opportunity to evaluate the end
the end service lifecycle across
A differentiator
the support chain to drive further
supporting new
value
business wins
www.servicedeskinstitute.com

Protection from managed service
outscoring decisions. Proving the
capability fits the long term businesses
needs
The Certification Experience
Surprise | Delight | Inspire

www.servicedeskinstitute.com
Thank You!
Surprise | Delight | Inspire

Q&A

www.servicedeskinstitute.com

21 High Street
Green Street Green
Orpington
Kent
BR6 6BG
01689 889100
hello@sdi-e.com
@sdi_institute

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Building a Business Case for SDC, David Wright

  • 1. Surprise | Delight | Inspire Building a Business Case for Service Desk Certification David Wright – January 2014 www.servicedeskinstitute.com
  • 2. Introduction Surprise | Delight | Inspire David Wright, Service Desk Institute Director of Professional Services www.servicedeskinstitute.com
  • 3. Agenda Surprise | Delight | Inspire Service Desk Certification Building a Business Case for SDC Reasons to Invest The Certification Experience Q&A www.servicedeskinstitute.com
  • 4. SDI Service Desk Certification Surprise | Delight | Inspire So what do we know? Your turn! What do you know about Service Desk Certification? www.servicedeskinstitute.com
  • 5. Building a Business Case for SDC Surprise | Delight | Inspire Before you start writing….. Analysis of the situation that’s led to the proposition or initiative. Situation, key drivers, opportunity, return on investment articulated. Requirements, resources, expectations on return on investment, time lines, key stakeholder mapping. Data to support the business case. Financial data, historical data, industry analysis, forecasts, case studies, benefit mapping. www.servicedeskinstitute.com
  • 6. Building a Business Case for SDC Surprise | Delight | Inspire Executive Summary… Business Strategy: Compliment strategy, prime drivers, vision, values, propositions, mission, strap line or dreams. Current situation: High level issues, risks to the business, Improvement opportunities. Recommendation: Outline recommended option with key business benefits. Link benefits to the strategy drivers. Implementation plan: Who will be leading the implementation with an approximate idea of time scales for implementation. www.servicedeskinstitute.com
  • 7. Building a Business Case for SDC Surprise | Delight | Inspire As Is… Strategic: Current strategic approach to support the provision of service? Risk of the service desk not being seen as strategic Financial: Current cost of the provision of the Service Desk & cost of incidents. Architectural: Current technical and facilities environment. The increased costs and risk. Human Resources: Current support structure and skill levels. Skill gaps or manpower issues increase costs or risk. Quality: Current quality metrics and measured performance against them.. www.servicedeskinstitute.com
  • 8. Building a Business Case for SDC Surprise | Delight | Inspire Strategic: Expand on the business Recommended Option… strategy goals, How the initiative will contribute to strategic business objectives. Financial: Expand on how much the recommendations it will cost but also identify how much the anticipated savings will be. Architectural: Expand on the benefits gained by rationalisation toolsets, support tools or improved working environment. Human Resources: Expand on the benefits. Higher skilled, more motivated employees with continuous professional development common place. www.servicedeskinstitute.com Quality: Expand on how you will target and measure your new Desk
  • 9. Building a Business Case for SDC Surprise | Delight | Inspire Implementation… Who: Outline the accountabilities for the project . The key stakeholders, Project Manager, and those who will responsible, accountable, consulted and informed? What: Outline the budget for the accreditation including costs. Remember costs are spread over a 2-3 year period with incremental benefits. When: Outline the project timeline. Chart the prospective improvement journey with key millstones and clear deliverables at each milestone How: Outline the risks and how to mitigate them along with expectation around governance and communication plans www.servicedeskinstitute.com
  • 10. Reasons to invest Surprise | Delight | Inspire Benchmarking, tools for improved quality of services. Highlight service excellence and gain industry recognition of your service commitment Marketing the Service Desk internally and externally. Increased transparency to find areas of improvement and efficiencies. credibility To provide a clear and measurable set of benchmarks for your Service Desk operation Improved attrition and motivated people saving cost of hiring Make the right priorities to improve customer satisfaction and advocacy. To build trust, confidence and To demonstrate to your customers and competitors that our support operation is truly dedicated to best practice To measure and improve service effectiveness and maturity against the globally recognised Certification standards Opportunity to evaluate the end the end service lifecycle across A differentiator the support chain to drive further supporting new value business wins www.servicedeskinstitute.com Protection from managed service outscoring decisions. Proving the capability fits the long term businesses needs
  • 11. The Certification Experience Surprise | Delight | Inspire www.servicedeskinstitute.com
  • 12. Thank You! Surprise | Delight | Inspire Q&A www.servicedeskinstitute.com 21 High Street Green Street Green Orpington Kent BR6 6BG 01689 889100 hello@sdi-e.com @sdi_institute