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Data	
  Driven	
  Service	
  Desk	
  
	
  
by	
  Hinah	
  Nasir	
  &	
  Andrea	
  Steffes-­‐Tu6le	
  
	
  
About	
  the	
  Authors	
  
Hinah	
  Nasir,	
  Service	
  Desk	
  Director	
  
	
  
Hinah	
  Nasir	
  is	
  the	
  Service	
  Desk	
  Manager	
  for	
  	
  
Phoenix	
  Health	
  Systems,	
  Inc.	
  In	
  her	
  role	
  at	
  	
  
Phoenix,	
  Hinah	
  manages	
  a	
  team	
  of	
  eleven	
  	
  
customer-­‐focused	
  IT	
  professionals	
  to	
  provide	
  	
  
support	
  to	
  hospitals	
  across	
  the	
  US.	
  	
  
	
  	
  
With	
  almost	
  ten	
  years’	
  experience	
  in	
  healthcare	
  IT	
  support	
  she	
  has	
  
superior	
  skills	
  in	
  the	
  areas	
  of	
  incident	
  management,	
  change	
  management,	
  
customer	
  saJsfacJon	
  enhancement,	
  teambuilding	
  and	
  training,	
  
documentaJon,	
  complaint	
  handling,	
  and	
  resoluJon.	
  	
  
	
  	
  
Hinah	
  holds	
  a	
  B.S	
  in	
  Computer	
  Science	
  from	
  the	
  Loyola	
  University	
  New	
  
Orleans.	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
2	
  
Andrea	
  Steffes-­‐Tu9le,	
  Marke<ng	
  Director	
  
	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  With	
  a	
  background	
  in	
  technology	
  and	
  ten	
  years	
  	
  
experience	
  in	
  markeJng,	
  Andrea	
  has	
  experJse	
  in	
  	
  
mulJ-­‐channel	
  communicaJon	
  strategies,	
  digital	
  	
  
markeJng	
  &	
  adverJsing,	
  and	
  a	
  passion	
  for	
  the	
  	
  
ever-­‐evolving	
  IT	
  industry.	
  
	
  
Andrea	
  manages	
  Phoenix’	
  integrated	
  markeJng	
  iniJaJves,	
  which	
  includes	
  
the	
  development	
  and	
  promoJon	
  of	
  online	
  and	
  offline	
  strategies,	
  and	
  
brand	
  management.	
  Prior	
  to	
  Phoenix,	
  Andrea	
  held	
  markeJng	
  posiJons	
  in	
  
both	
  the	
  technology	
  and	
  lifestyle	
  industries.	
  
	
  
Andrea	
  holds	
  a	
  B.A.	
  in	
  Journalism	
  and	
  an	
  M.S.	
  in	
  MarkeJng	
  from	
  the	
  
University	
  of	
  Colorado.	
  
The	
  New	
  Hospital	
  IT	
  Service	
  Desk	
  
Simply	
  stated,	
  the	
  Service	
  Desk	
  is	
  the	
  face	
  and	
  voice	
  of	
  IT.	
  	
  
	
  
With	
  the	
  inexorable	
  push	
  to	
  meaningful	
  use	
  of	
  informaJon	
  
technology	
  in	
  healthcare,	
  hospitals	
  are	
  deluged	
  today	
  with	
  data	
  
that	
  is	
  captured	
  and	
  processed	
  by	
  increasingly	
  complex	
  computer	
  
systems.	
  While	
  a	
  major	
  role	
  of	
  the	
  IT	
  department	
  is	
  implemenJng	
  
and	
  managing	
  these	
  systems,	
  customer-­‐facing	
  support	
  may	
  be	
  its	
  
most	
  important	
  job.	
  Physicians	
  and	
  other	
  healthcare	
  workers	
  
must	
  be	
  enabled	
  to	
  use	
  required	
  soYware,	
  and	
  quickly	
  supported	
  
with	
  correct	
  answers	
  when	
  they	
  need	
  help.	
  	
  
	
  
If	
  your	
  Service	
  Desk	
  isn’t	
  supporJng	
  your	
  users	
  to	
  their	
  
saJsfacJon,	
  your	
  IT	
  department	
  will	
  be	
  seen	
  as	
  incompetent	
  and	
  
inefficient,	
  regardless	
  of	
  its	
  implementaJon	
  and	
  management	
  
accomplishments.	
  
	
  
Nevertheless,	
  many	
  IT	
  	
  departments	
  put	
  support	
  on	
  a	
  back	
  
burner,	
  even	
  if	
  unintenJonally,	
  due	
  to	
  heavy	
  work	
  loads	
  and	
  
urgent	
  deadlines.	
  Some	
  hospitals	
  sJll	
  don’t	
  have	
  dedicated	
  
Service	
  Desks,	
  relying	
  instead	
  on	
  operaJons	
  staff	
  to	
  grab	
  calls	
  as	
  
they	
  can.	
  Others	
  may	
  have	
  a	
  Service	
  Desk	
  that	
  is	
  cobbled	
  
together	
  with	
  outdated	
  methods,	
  poorly	
  trained	
  staff,	
  and	
  
inadequate	
  technology.	
  	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
3	
  
Cung	
  Corners	
  with	
  IT	
  
Customer	
  Service…	
  	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
…is	
  a	
  huge	
  mistake;	
  it	
  hurts	
  the	
  IT	
  department’s	
  
credibility,	
  impedes	
  hospital	
  operaJons,	
  and	
  may	
  
even	
  jeopardize	
  paJent	
  care.	
  
	
  
Today,	
  hospitals	
  of	
  almost	
  every	
  size	
  should	
  have	
  a	
  dedicated	
  
Service	
  Desk	
  that	
  is	
  professionally	
  standardized	
  and	
  structured	
  to	
  
increasingly	
  build	
  its	
  value	
  through	
  ongoing	
  data	
  collecJon	
  and	
  
analysis.	
  If	
  Service	
  Desk	
  staff	
  are	
  not	
  enabled	
  to	
  perform	
  their	
  job	
  
opJmally,	
  it’s	
  likely	
  that	
  no	
  one’s	
  needs	
  are	
  being	
  properly	
  met	
  –	
  
neither	
  their	
  users	
  nor	
  the	
  Service	
  Desk	
  analysts	
  themselves.	
  
	
  
As	
  a	
  company	
  that	
  prides	
  itself	
  on	
  our	
  outsourced	
  hospital	
  Service	
  
Desk	
  support,	
  we	
  hold	
  ourselves	
  to	
  a	
  high	
  standard	
  of	
  
performance.	
  Diligently	
  enforcing	
  ITIL	
  standards,	
  we	
  have	
  honed	
  
our	
  methods	
  for	
  Service	
  Desk	
  opJmizaJon	
  and	
  performance	
  
tracking.	
  These	
  methods	
  are	
  rooted	
  in	
  quality	
  data.	
  
	
  
We	
  understand	
  that	
  an	
  ITIL-­‐based,	
  data-­‐driven	
  Service	
  Desk	
  can	
  
increase	
  efficiencies,	
  improve	
  processes,	
  and	
  enhance	
  end-­‐users’	
  
saJsfacJon.	
  Overall,	
  it	
  can	
  create	
  a	
  more	
  producJve	
  work	
  
environment	
  for	
  both	
  IT	
  service	
  providers	
  and	
  their	
  customers	
  
throughout	
  the	
  hospital.	
  	
  
	
  
	
  
	
  
4	
  
Empower	
  the	
  Service	
  Desk	
  
Using	
  proper	
  tracking	
  and	
  data	
  analysis	
  results	
  in	
  a	
  well-­‐
performing	
  Service	
  Desk.	
  Your	
  Service	
  Desk	
  
representaJves	
  will	
  become	
  more	
  producJve,	
  valuable	
  –	
  
and	
  valued.	
  Your	
  Service	
  Desk	
  should	
  become	
  a	
  
significant	
  factor	
  in	
  the	
  efficiency	
  and	
  produc<vity	
  of	
  your	
  
hospital’s	
  staff.	
  
	
  
With	
  each	
  new	
  stage	
  in	
  the	
  trajectory	
  of	
  hospital	
  
informaJon	
  technology,	
  it	
  is	
  likely	
  that	
  the	
  demands	
  on	
  
your	
  support	
  staff	
  are	
  increasing.	
  This	
  guide	
  covers	
  
techniques	
  that	
  leverage	
  data	
  to	
  opJmize	
  Service	
  Desk	
  
processes	
  and	
  analyst	
  producJvity,	
  such	
  as:	
  
	
  
ImplemenJng	
  Ticket	
  Management	
  Policies	
  
Empowering	
  Staff	
  to	
  Track	
  AcJviJes	
  
Tracking	
  Hospital	
  IT	
  Trends	
  
Building	
  a	
  Service	
  Desk	
  Knowledge	
  Base	
  
Top	
  Ten	
  Service	
  Desk	
  KPIs	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
5	
  
The	
  Importance	
  of	
  Trends	
  
Hospital	
  IT	
  Service	
  Desk	
  analysts	
  review	
  copious	
  amounts	
  of	
  data	
  on	
  a	
  
daily	
  basis.	
  Yet	
  many	
  hospitals	
  fail	
  to	
  see	
  the	
  value	
  to	
  be	
  gained	
  from	
  
collecJng	
  this	
  data	
  systemaJcally,	
  trending	
  it,	
  and	
  idenJfying	
  
emerging	
  problem	
  areas.	
  	
  
	
  
Unfortunately,	
  as	
  the	
  adage	
  says	
  –	
  
you	
  can’t	
  manage	
  what	
  you	
  don’t	
  	
  
measure.	
  	
  
	
  
	
  
	
  
	
  
IT	
  service	
  leaders	
  need	
  to	
  develop	
  standardized	
  service	
  data	
  
measurement	
  and	
  reporJng	
  processes	
  that	
  are	
  aligned	
  with	
  hospital	
  
operaJonal	
  goals.	
  The	
  results	
  of	
  performing	
  trending	
  analyses	
  will	
  
enable	
  collabora<on	
  with	
  user	
  groups	
  to	
  produce	
  IT	
  service	
  
improvement	
  plans	
  that	
  will	
  eliminate	
  recurring	
  incidents,	
  and	
  oKen	
  
resolve	
  causal	
  problems	
  to	
  prevent	
  many	
  incidents	
  from	
  occurring	
  
again.	
  	
  
	
  
Trends	
  Revealed	
  
The	
  ability	
  to	
  idenJfy	
  trends	
  opens	
  the	
  door	
  to	
  opportuniJes	
  for	
  
providing	
  addiJonal	
  support	
  to	
  the	
  areas	
  that	
  need	
  it	
  and	
  minimize	
  
problems	
  over	
  Jme.	
  IdenJfying	
  the	
  volume	
  drivers	
  /	
  recurring	
  issues,	
  
reveals	
  the	
  types	
  of	
  contacts	
  that	
  require	
  the	
  most	
  a6enJon.	
  With	
  this	
  
insight,	
  issues	
  can	
  be	
  addressed	
  through	
  training,	
  systems	
  changes,	
  
implementaJon	
  of	
  automated	
  soluJons,	
  process	
  standardizaJon,	
  etc.	
  
	
  
	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
6	
  
OpJmize	
  Processes	
  Through	
  Trending	
  
	
  
	
  
It’s	
  important	
  to	
  align	
  customer	
  sa<sfac<on	
  goals	
  with	
  quality	
  
monitoring	
  goals.	
  Using	
  an	
  organized	
  incident-­‐tracking	
  process	
  
allows	
  your	
  organizaJon	
  to	
  monitor	
  essenJal	
  performance	
  
indicators	
  such	
  as:	
  
	
  
•  First	
  Call	
  Resolu<on	
  Rate	
  
•  Average	
  Speed-­‐to-­‐Answer	
  
•  Average	
  Time-­‐to-­‐Resolu<on	
  	
  
•  Total	
  Calls	
  Received	
  
•  Incident	
  Tracking	
  Analysis	
  
•  End-­‐User	
  Sa<sfac<on	
  
•  Service	
  Desk	
  Analyst	
  U<liza<on	
  
	
  
Reviewing	
  these	
  performance	
  metrics	
  reveals	
  areas	
  of	
  
improvement	
  and	
  opportunity.	
  ExpectaJons	
  should	
  be	
  set	
  with	
  
users,	
  which	
  align	
  with	
  realisJc	
  performance	
  goals.	
  Once	
  the	
  goals	
  
are	
  set,	
  review	
  and	
  refine	
  monthly.	
  
	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
7	
  
The	
  Power	
  of	
  TickeJng	
  
In	
  many	
  hospitals,	
  if	
  a	
  customer	
  service	
  JckeJng	
  system	
  is	
  in	
  place,	
  it	
  
oYen	
  is	
  not	
  used	
  consistently.	
  Further,	
  issues	
  are	
  not	
  accurately	
  
tracked,	
  even	
  if	
  they	
  do	
  make	
  it	
  into	
  the	
  JckeJng	
  system.	
  	
  ReporJng,	
  
if	
  a6empted,	
  is	
  inaccurate	
  or	
  impossible.	
  This	
  is	
  a	
  major	
  threat	
  to	
  the	
  
effecJveness	
  of	
  a	
  Service	
  Desk.	
  	
  
	
  
For	
  a	
  Service	
  Desk	
  to	
  successfully	
  manage	
  end-­‐user	
  problems,	
  the	
  
most	
  basic	
  process	
  needs	
  to	
  be	
  implemented	
  –	
  Jcket	
  management.	
  
	
  
Unstandardized	
  <cket	
  management	
  is	
  a	
  barrier	
  to	
  the	
  very	
  
objec<ve	
  of	
  the	
  Service	
  Desk	
  –	
  improving	
  processes	
  and	
  
produc<vity.	
  
	
  
For	
  a	
  Service	
  Desk	
  to	
  have	
  consistent	
  value	
  to	
  any	
  healthcare	
  
organizaJon,	
  Jcket	
  management	
  policies	
  must	
  be	
  in	
  place.	
  There	
  are	
  
three	
  important	
  consideraJons	
  to	
  make	
  when	
  defining	
  your	
  policies.	
  
	
  
	
  
No	
  Service	
  Without	
  a	
  Ticket	
  
Establish	
  Ticket	
  Criteria	
  
Differences	
  Between	
  Incidents	
  and	
  Problems	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
8	
  
No	
  Service	
  Without	
  a	
  Ticket	
  
It	
  is	
  common	
  that	
  problems	
  requiring	
  Jme	
  and	
  manpower	
  get	
  
resolved	
  without	
  ever	
  entering	
  the	
  system.	
  This	
  is	
  generally	
  a	
  
result	
  of	
  users	
  contacJng	
  the	
  IT	
  staff	
  directly	
  or	
  the	
  IT	
  staff	
  not	
  
being	
  diligent	
  in	
  their	
  Jcket	
  creaJon.	
  	
  
	
  
If	
  you	
  want	
  useful	
  data,	
  it	
  is	
  impera<ve	
  that	
  a	
  <cket	
  be	
  
created	
  for	
  every	
  incident.	
  
	
  
To	
  solve	
  this	
  problem,	
  IT	
  leaders	
  should	
  invesJgate	
  more	
  user-­‐
friendly	
  Jcket	
  creaJon	
  soluJons,	
  to	
  make	
  Jcket	
  creaJon	
  as	
  
efficient	
  as	
  possible.	
  	
  
	
  
Allowing	
  Jcket	
  creaJon	
  through	
  email,	
  voicemail,	
  and/or	
  a	
  web	
  
portal	
  are	
  good	
  alternaJves	
  to	
  a	
  standard	
  JckeJng	
  system	
  and	
  
takes	
  some	
  of	
  the	
  hassle	
  out	
  of	
  logging	
  Jckets.	
  This	
  provides	
  your	
  
service	
  staff	
  with	
  the	
  tools	
  they	
  need	
  to	
  perform	
  their	
  jobs	
  and	
  
improve	
  the	
  overall	
  performance	
  of	
  the	
  Service	
  Desk.	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
9	
  
Establish	
  Ticket	
  Criteria	
  
Ticket	
  criteria	
  consists	
  of	
  the	
  metadata	
  a6ached	
  to	
  each	
  Jcket.	
  
This	
  data	
  –	
  such	
  as	
  Type,	
  Category,	
  Sub-­‐Category,	
  etc.	
  –	
  is	
  
essenJal	
  to	
  geng	
  the	
  Jcket	
  to	
  the	
  right	
  analyst	
  and	
  extremely	
  
useful	
  for	
  reporJng	
  purposes.	
  To	
  make	
  the	
  data	
  usable,	
  the	
  
criteria	
  needs	
  to	
  be	
  simple.	
  
	
  
Some	
  JckeJng	
  tools	
  force	
  the	
  user	
  to	
  make	
  eight	
  choices	
  when	
  
creaJng	
  a	
  Jcket	
  with	
  three	
  choices	
  would	
  be	
  just	
  as	
  effecJve.	
  It’s	
  
best	
  to	
  choose	
  a	
  JckeJng	
  soluJon	
  that	
  requires	
  a	
  minimal	
  (but	
  
meaningful)	
  number	
  of	
  choices	
  when	
  creaJng	
  a	
  Jcket.	
  	
  	
  
	
  
Important	
  Criteria	
  to	
  Include	
  
	
  
Referenced	
  Applica<on:	
  No	
  ma6er	
  what	
  the	
  Jcket	
  type,	
  there	
  
should	
  be	
  a	
  referenced	
  applicaJon.	
  This	
  is	
  probably	
  the	
  most	
  
significant	
  field	
  as	
  it	
  allows	
  you	
  to	
  see	
  which	
  applicaJons	
  are	
  
causing	
  the	
  most	
  problems.	
  	
  
	
  
Area:	
  The	
  area	
  or	
  department	
  within	
  the	
  hospital	
  should	
  always	
  
be	
  recorded.	
  This	
  facilitates	
  reporJng	
  by	
  area,	
  including	
  number	
  
of	
  Jckets,	
  survey	
  results,	
  etc.	
  
	
  
Submission	
  Method	
  (Email,	
  Phone,	
  Web,	
  etc.):	
  This	
  enables	
  you	
  
to	
  determine	
  if	
  your	
  users	
  are	
  using	
  the	
  most	
  efficient	
  means	
  
possible	
  to	
  submit	
  Jckets.	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
10	
  
Incidents	
  versus	
  Problems	
  
Most	
  organizaJons	
  do	
  not	
  know	
  or	
  track	
  the	
  differences	
  between	
  
incidents	
  and	
  problems.	
  Let’s	
  clarify…	
  
	
  
Incidents	
  are	
  individual	
  issues.	
  Problems	
  are	
  the	
  
underlying	
  cause	
  of	
  the	
  incidents.	
  
	
  
For	
  example,	
  the	
  hospital’s	
  mail	
  server	
  goes	
  down	
  and	
  three	
  
users	
  call,	
  reporJng	
  that	
  they	
  cannot	
  access	
  their	
  email.	
  Under	
  
this	
  scenario,	
  there	
  should	
  be	
  an	
  incident	
  <cket	
  created	
  for	
  each	
  
of	
  the	
  users	
  and	
  a	
  problem	
  <cket	
  created	
  for	
  the	
  server	
  issue.	
  
SeparaJng	
  incidents	
  and	
  problems	
  greatly	
  increases	
  the	
  
organizaJon’s	
  ability	
  to	
  track	
  and	
  trend	
  data	
  more	
  effecJvely.	
  
	
  
Establishing	
  clear	
  policies	
  that	
  enforce	
  standard	
  processes	
  sets	
  
your	
  team	
  up	
  for	
  success.	
  By	
  communicaJng	
  and	
  requiring	
  the	
  
use	
  of	
  defined	
  methods,	
  you	
  are	
  empowering	
  your	
  team	
  to	
  
provide	
  excellent	
  service	
  to	
  users	
  and	
  the	
  organizaJon.	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
11	
  
Empowering	
  Staff	
  to	
  	
  
Track	
  AcJviJes	
  
Once	
  Jcket	
  management	
  policies	
  are	
  implemented,	
  an	
  
approach	
  detailing	
  how	
  analysts	
  will	
  be	
  empowered	
  to	
  log	
  
Jckets	
  should	
  be	
  defined.	
  
	
  
At	
  Phoenix,	
  we	
  employ	
  five	
  strategies	
  for	
  	
  
improving	
  ac<vity	
  tracking.	
  
	
  
1.  Use	
  of	
  a	
  Quality	
  Ticke<ng	
  Applica<on	
  
2.  User	
  Contact	
  Records	
  in	
  the	
  Ticke<ng	
  Applica<on	
  
3.  Quick	
  Ticket	
  Templates	
  
4.  Standard	
  List	
  of	
  Ques<ons	
  
5.  Integra<on	
  and	
  Asset	
  Management	
  Tool	
  
	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
12	
  
Quality	
  TickeJng	
  ApplicaJon	
  
A	
  good	
  Service	
  Desk	
  JckeJng	
  system	
  enables	
  improved	
  tracking	
  
and	
  efficiency.	
  If	
  you	
  have	
  a	
  poor	
  system	
  in	
  place,	
  it’s	
  more	
  likely	
  
that	
  all	
  of	
  the	
  work	
  you’ve	
  done	
  to	
  impose	
  Jcket	
  tracking	
  rules	
  
will	
  be	
  ignored,	
  and	
  hospital	
  staff	
  will	
  find	
  workarounds	
  to	
  avoid	
  
the	
  system.	
  
	
  
A	
  good	
  <cke<ng	
  applica<on	
  has	
  the	
  following	
  characteris<cs:	
  
	
  
•  Ticket	
  auto-­‐creaJon	
  
•  Built	
  in	
  knowledge	
  base	
  
•  Efficient	
  search	
  
•  Asset	
  management	
  feature	
  
•  Web	
  portal	
  
•  Ability	
  to	
  track	
  purchase	
  orders	
  and	
  soYware	
  licenses	
  
linked	
  with	
  acJve	
  directory	
  
	
  
If	
  your	
  system	
  has	
  the	
  features	
  above	
  and	
  your	
  hospital	
  staff	
  has	
  
been	
  trained	
  in	
  using	
  them,	
  analysts	
  will	
  be	
  more	
  likely	
  to	
  follow	
  
Jcket	
  tracking	
  protocol.	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
13	
  
User	
  Contact	
  Records	
  
A	
  <cke<ng	
  system	
  that	
  stores	
  user	
  contact	
  informa<on	
  makes	
  it	
  
easier	
  to	
  populate	
  end-­‐user	
  informa<on.	
  The	
  Jme	
  saved	
  by	
  not	
  
having	
  to	
  enter	
  user	
  details	
  will	
  result	
  in	
  faster	
  call	
  resoluJon	
  
Jme	
  and	
  a	
  be6er	
  service	
  experience	
  for	
  both	
  parJes.	
  	
  
	
  
Service	
  Desk	
  staff	
  can	
  perform	
  their	
  jobs	
  more	
  efficiently,	
  and	
  
users	
  can	
  return	
  to	
  their	
  jobs	
  sooner.	
  
	
  
Quick	
  Ticket	
  Templates	
  
It	
  is	
  likely	
  that	
  your	
  Service	
  Desk	
  receives	
  reports	
  of	
  recurring	
  
issues.	
  Crea<ng	
  <cket	
  templates	
  eliminates	
  the	
  need	
  for	
  
crea<ng	
  an	
  en<rely	
  new	
  <cket	
  every	
  <me	
  a	
  problem	
  is	
  
reported.	
  Instead	
  of	
  compleJng	
  a	
  myriad	
  of	
  fields	
  describing	
  the	
  
problem,	
  it	
  is	
  faster	
  and	
  easier	
  to	
  idenJfy	
  the	
  problem	
  from	
  a	
  
curated	
  list.	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
14	
  
Standard	
  List	
  of	
  QuesJons	
  
A	
  standard	
  list	
  of	
  quesJons	
  should	
  be	
  provided	
  to	
  your	
  Service	
  
Desk	
  analysts.	
  The	
  list	
  should	
  address	
  the	
  most	
  common	
  
problems	
  they	
  must	
  handle,	
  and	
  the	
  informaJon	
  required	
  for	
  
improved	
  resoluJon	
  and	
  trend	
  tracking.	
  
	
  
Examples	
  of	
  poten<al	
  informa<on	
  that	
  should	
  be	
  recorded:	
  
	
  
•  Errors	
  experienced	
  
•  AcJons	
  taken	
  to	
  troubleshoot	
  
•  Previous	
  acJvity	
  on	
  the	
  issue	
  
•  Area	
  of	
  issue	
  
Asset	
  Management	
  Tool	
  
IntegraJng	
  an	
  asset	
  management	
  tool	
  with	
  your	
  JckeJng	
  
applicaJon	
  accelerates	
  the	
  speed	
  of	
  Jcket	
  logging	
  and	
  
troubleshooJng.	
  If	
  your	
  analysts	
  have	
  asset	
  informaJon	
  at	
  their	
  
fingerJps,	
  they	
  can	
  provide	
  quicker	
  entry	
  and	
  more	
  accurate	
  data	
  
regarding	
  equipment	
  and	
  soYware	
  issues.	
  	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
15	
  
Trending	
  is	
  EssenJal	
  
Trending	
  is	
  essenJal	
  for	
  idenJfying	
  problems	
  in	
  the	
  IT	
  service	
  
delivery	
  process.	
  Using	
  trending,	
  a	
  hospital	
  IT	
  department	
  can	
  
proacJvely	
  handle	
  problem	
  management	
  and	
  avoid	
  the	
  occurrence	
  
of	
  problems	
  before	
  they	
  get	
  to	
  a	
  larger	
  scale	
  and	
  significantly	
  impact	
  
the	
  hospital	
  staff	
  and	
  its	
  paJents.	
  
	
  
Trending	
  provides	
  a	
  number	
  of	
  benefits:	
  
	
  
•  Exposes	
  externaliJes	
  that	
  impact	
  service	
  performance	
  
•  Reveals	
  the	
  root	
  cause	
  of	
  problems	
  
•  Provides	
  new	
  perspecJves	
  from	
  disparate	
  data	
  
•  Enables	
  intelligence,	
  beyond	
  standard	
  reporJng	
  
•  Measures	
  service	
  performance	
  
•  Improves	
  service	
  delivery	
  
•  Provides	
  context	
  for	
  decision	
  making	
  
	
  
All	
  of	
  this	
  would	
  not	
  be	
  possible	
  without	
  the	
  capture	
  of	
  data	
  by	
  the	
  
Service	
  Desk.	
  Other	
  areas	
  of	
  IT	
  like	
  network	
  management	
  and	
  clinical	
  
systems	
  should	
  also	
  collect	
  and	
  trend	
  data.	
  Combining	
  the	
  data	
  from	
  
these	
  areas	
  and	
  performing	
  trend	
  analysis	
  enables	
  an	
  immense	
  
improvement	
  in	
  the	
  quality	
  of	
  IT	
  service.	
  
	
  
Another	
  great	
  benefit	
  of	
  trending	
  data	
  is	
  that	
  it	
  makes	
  it	
  easier	
  to	
  
monitor	
  the	
  effects	
  of	
  technical	
  changes	
  in	
  the	
  environment	
  in	
  a	
  
useful	
  way.	
  You	
  can	
  find	
  out	
  the	
  extent	
  of	
  the	
  impact	
  on	
  users	
  and	
  
sites	
  to	
  enhance	
  the	
  change	
  management	
  process.	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
16	
  
Build	
  a	
  Knowledge	
  Base	
  
CreaJng	
  and	
  building	
  a	
  knowledge	
  base	
  is	
  a	
  criJcal	
  objecJve	
  for	
  
an	
  IT	
  Service	
  Desk.	
  A	
  current	
  knowledge	
  base	
  of	
  soluJons	
  allows	
  
Service	
  Desk	
  staff	
  to	
  provide	
  faster	
  resoluJon	
  Jmes	
  and	
  more	
  
useful	
  support.	
  For	
  a	
  knowledge	
  base	
  to	
  be	
  effecJve,	
  it	
  needs	
  to	
  
be	
  systemaJcally	
  organized	
  and	
  constantly	
  maintained.	
  	
  
	
  
Acquiring	
  data,	
  turning	
  that	
  data	
  into	
  solu<ons,	
  managing	
  those	
  
solu<ons,	
  and	
  applying	
  them	
  consistently	
  to	
  your	
  users’	
  needs	
  
are	
  important	
  steps	
  in	
  providing	
  excep<onal	
  and	
  efficient	
  IT	
  
service.	
  
	
  
The	
  process	
  of	
  building	
  a	
  knowledge	
  base	
  requires	
  two	
  
components:	
  
	
  
Knowledge	
  Acquisi<on	
  
Knowledge	
  Base	
  Maintenance	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
17	
  
Knowledge	
  AcquisiJon	
  
The	
  primary	
  method	
  for	
  acquiring	
  informaJon	
  and	
  compiling	
  a	
  
knowledge	
  base	
  is	
  through	
  the	
  review	
  of	
  Jcket	
  data	
  gathered	
  from	
  
end-­‐users.	
  
	
  
Reviews	
  of	
  <cket	
  data	
  should	
  include:	
  
	
  
•  Recurring	
  issues	
  
•  Uncommon	
  issues	
  
•  Time-­‐consuming	
  problems	
  
•  Frequently	
  asked	
  quesJons	
  
	
  
Notes	
  for	
  knowledge	
  base	
  arJcles	
  from	
  the	
  data	
  should	
  be	
  captured,	
  
parJcularly	
  problem	
  descrip<ons	
  and	
  resolu<ons.	
  Once	
  a	
  list	
  of	
  
problems	
  and	
  resoluJons	
  is	
  compiled,	
  all	
  resoluJons	
  must	
  be	
  
verified,	
  in	
  order	
  to	
  create	
  a	
  new,	
  well-­‐organized	
  knowledge	
  base	
  
arJcle.	
  
	
  
Another	
  approach	
  to	
  building	
  your	
  knowledge	
  base	
  library	
  is	
  to	
  
create	
  a	
  list	
  of	
  the	
  problem	
  areas	
  that	
  are	
  most	
  frequently	
  reported.	
  
Determining	
  where	
  IT	
  resources	
  are	
  wasted	
  when	
  dealing	
  with	
  issues	
  
will	
  help	
  you	
  address	
  inadequacies	
  in	
  your	
  knowledge	
  base.	
  
	
  
As	
  an	
  example,	
  paJents	
  were	
  appearing	
  as	
  a	
  gray	
  block	
  on	
  the	
  daily	
  
schedule	
  in	
  the	
  MediLinks	
  applicaJon	
  and	
  therapists	
  were	
  unable	
  to	
  
document	
  on	
  those	
  paJents.	
  The	
  applicaJon	
  analysts	
  researched	
  the	
  
issue,	
  provided	
  a	
  simple	
  fix	
  and	
  documented	
  the	
  fix	
  in	
  the	
  knowledge	
  
base.	
  If	
  the	
  problem	
  occurs	
  again,	
  the	
  Service	
  Desk	
  can	
  now	
  idenJfy	
  
the	
  issue,	
  explain	
  the	
  cause	
  to	
  the	
  user,	
  and	
  apply	
  the	
  fix.	
  
	
  
Categorizing	
  Jckets	
  by	
  problem	
  area	
  provides	
  important	
  informaJon	
  
for	
  creaJng	
  knowledge	
  base	
  soluJons.	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
18	
  
Knowledge	
  Base	
  Management	
  
Constantly	
  changing	
  processes	
  in	
  hospital	
  IT	
  demand	
  that	
  the	
  
knowledge	
  base	
  be	
  periodically	
  reviewed	
  and	
  regularly	
  updated.	
  The	
  
best	
  way	
  to	
  ensure	
  that	
  your	
  knowledge	
  base	
  remains	
  up-­‐to-­‐date	
  
and	
  relevant	
  is	
  through	
  the	
  consistent	
  review	
  of	
  Jckets.	
  The	
  best	
  way	
  
to	
  ensure	
  that	
  your	
  knowledge	
  base	
  remains	
  up	
  to	
  date	
  and	
  relevant	
  
is	
  through	
  consistently	
  reviewing	
  Jckets,	
  and	
  updaJng	
  knowledge	
  
base	
  soluJons	
  accordingly.	
  It’s	
  also	
  important	
  to	
  create	
  soluJons	
  that	
  
lead	
  to	
  a	
  higher	
  First	
  Call	
  ResoluJon.	
  
	
  
For	
  example,	
  oYen,	
  Java	
  version	
  changes	
  can	
  cause	
  compaJbility	
  
issues	
  with	
  hospital	
  applicaJons.	
  If	
  the	
  issue	
  is	
  planned	
  for	
  or	
  
idenJfied	
  early,	
  the	
  proper	
  soluJon	
  can	
  make	
  for	
  a	
  speedy	
  First	
  Call	
  
ResoluJon.	
  
	
  
Finally,	
  the	
  management	
  of	
  knowledge	
  includes	
  organizing,	
  sharing,	
  
and	
  using	
  the	
  informaJon	
  to	
  create	
  value	
  and	
  improve	
  performance	
  
for	
  the	
  enJre	
  organizaJon.	
  
	
  
•  Service	
  Desk	
  analysts	
  should	
  be	
  know	
  that	
  the	
  knowledge	
  base	
  
exists	
  
•  Analysts	
  need	
  to	
  be	
  educated	
  on	
  the	
  use	
  of	
  the	
  knowledge	
  base	
  
•  Analysts	
  should	
  be	
  enabled	
  to	
  perform	
  Jcket	
  tracking	
  
•  Review	
  of	
  the	
  exisJng	
  knowledge	
  base	
  should	
  be	
  prioriJzed	
  
•  The	
  knowledge	
  base	
  should	
  be	
  updated	
  regularly	
  
	
  
An	
  effec<ve	
  knowledge	
  base	
  empowers	
  analysts	
  to	
  solve	
  problems,	
  
decreases	
  frustra<on,	
  and	
  increases	
  efficiency.	
  To	
  get	
  the	
  most	
  out	
  
of	
  your	
  knowledge	
  base	
  soluJon,	
  it	
  must	
  be	
  well	
  organized	
  and	
  easily	
  
searchable.	
  Meaningful	
  descripJve	
  Jtles	
  and	
  relevant	
  keywords	
  
mean	
  that	
  analysts	
  don’t	
  waste	
  Jme	
  searching	
  for	
  the	
  soluJon	
  they	
  
are	
  seeking.	
  	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
19	
  
Service	
  Desk	
  KPIs	
  
Service	
  Desk	
  Key	
  Performance	
  Indicators	
  (KPIs)	
  are	
  measurable	
  
outcomes	
  that	
  reflect	
  the	
  success	
  or	
  failure	
  of	
  the	
  service.	
  KPIs	
  
provide	
  insight	
  into	
  the	
  effecJveness	
  of	
  an	
  organizaJon’s	
  
processes.	
  They	
  shed	
  light	
  on	
  which	
  processes	
  meet	
  the	
  
operaJonal	
  goals	
  of	
  the	
  organizaJon	
  and	
  expose	
  those	
  that	
  fail.	
  
	
  
Consistent	
  tracking	
  and	
  review	
  of	
  defined	
  KPIs	
  ensures	
  that	
  
issues	
  that	
  might	
  go	
  unno<ced	
  are	
  addressed.	
  By	
  defining	
  and	
  
seng	
  standards	
  using	
  KPIs,	
  Service	
  Desk	
  analysts	
  are	
  kept	
  
accountable,	
  and	
  an	
  elevated	
  level	
  of	
  service	
  is	
  demanded.	
  	
  
	
  
To	
  monitor	
  performance,	
  and	
  maintain	
  the	
  highest	
  level	
  of	
  
service,	
  Phoenix	
  tracks	
  ten	
  primary	
  KPIs.	
  
	
  
	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
20	
  
KPIs	
  You	
  Should	
  Track	
  
1.  Number	
  of	
  Contacts	
  Received	
  
To	
  determine	
  the	
  efficiency	
  of	
  your	
  Service	
  Desk	
  staff,	
  it	
  is	
  
important	
  that	
  the	
  average	
  number	
  of	
  contacts	
  handled	
  per	
  
Service	
  Desk	
  analyst	
  be	
  tracked.	
  This	
  reveals	
  performance	
  areas	
  
that	
  need	
  to	
  be	
  addressed.	
  It	
  is	
  also	
  helpful	
  to	
  invesJgate	
  the	
  
number	
  of	
  incidents	
  per	
  problem	
  type	
  and	
  category.	
  Lastly,	
  
reviewing	
  the	
  incoming	
  Jcket	
  volume	
  trend	
  will	
  expose	
  Jmes	
  of	
  
the	
  week,	
  month,	
  or	
  day	
  that	
  incur	
  an	
  influx	
  of	
  Jckets,	
  which	
  will	
  
likely	
  expose	
  problem	
  areas	
  to	
  address.	
  
	
  
2.  Call	
  Talk	
  Time	
  and	
  Hold	
  Time	
  
Reviewing	
  talk	
  Jme	
  and	
  hold	
  Jme	
  is	
  vital.	
  A	
  user	
  who	
  is	
  calling	
  a	
  
Service	
  Desk	
  for	
  assistance,	
  is	
  not	
  interested	
  in	
  spending	
  much	
  
Jme	
  waiJng.	
  He	
  or	
  she	
  wants	
  the	
  issue	
  solved	
  quickly.	
  These	
  
metrics	
  will	
  reveal	
  the	
  source	
  of	
  efficiency	
  inadequacies	
  such	
  as	
  
call	
  hold	
  Jmes.	
  It	
  is	
  important	
  when	
  reviewing	
  this	
  metric	
  that	
  
the	
  average	
  wait	
  Jme	
  prior	
  to	
  call	
  abandonment	
  be	
  reviewed	
  as	
  
well.	
  ConJnuously	
  working	
  to	
  cut	
  down	
  on	
  talk	
  Jme	
  and	
  hold	
  
Jme	
  will	
  naturally	
  improve	
  customer	
  saJsfacJon.	
  
	
  
3.  Knowledge	
  Sharing	
  
It’s	
  important	
  to	
  monitor	
  the	
  Knowledge	
  Base	
  repository.	
  The	
  
frequency	
  of	
  soluJon	
  creaJon	
  and	
  the	
  number	
  of	
  updates	
  should	
  
be	
  watched	
  carefully.	
  The	
  knowledge	
  base	
  is	
  only	
  as	
  good	
  as	
  the	
  
informaJon	
  shared	
  within	
  it.	
  If	
  updates	
  and	
  new	
  soluJons	
  aren’t	
  
contributed	
  regularly,	
  the	
  knowledge	
  base	
  will	
  become	
  obsolete.	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
21	
  
Ten	
  KPIs	
  You	
  Should	
  Be	
  Tracking	
  
4.  Turnaround	
  Time	
  
Tickets	
  that	
  take	
  too	
  long	
  to	
  resolve	
  result	
  in	
  very	
  unhappy	
  users.	
  
A	
  successful	
  Service	
  Desk	
  must	
  maintain	
  agreeable	
  turnaround	
  
Jme	
  on	
  incidents.	
  To	
  do	
  this,	
  we	
  suggest	
  tracking	
  the	
  average	
  
Jme	
  it	
  takes	
  Service	
  Desk	
  staff	
  to	
  acknowledge	
  and	
  close	
  a	
  Jcket.	
  
Ticket	
  escalaJons	
  due	
  to	
  late	
  incident	
  resoluJons	
  should	
  also	
  be	
  
monitored.	
  This	
  can	
  be	
  parJcularly	
  enlightening	
  when	
  looking	
  at	
  
cost	
  per	
  incident	
  for	
  aYer	
  hours	
  support.	
  
	
  
5. 	
  Customer	
  Sa<sfac<on	
  Survey	
  Ra<ng	
  
This	
  is	
  where	
  the	
  rubber	
  meets	
  the	
  road	
  and	
  levels	
  of	
  Service	
  
Desk	
  performance	
  are	
  revealed	
  by	
  the	
  most	
  important	
  people,	
  
the	
  customers.	
  To	
  measure	
  the	
  success	
  of	
  this	
  metric,	
  there	
  
should	
  be	
  a	
  regular	
  review	
  of	
  the	
  number	
  of	
  surveys	
  sent	
  versus	
  
the	
  number	
  of	
  surveys	
  completed.	
  AYer	
  noJng	
  the	
  return	
  rates,	
  
the	
  percent	
  of	
  saJsfactory	
  (hopefully	
  more	
  than	
  saJsfactory)	
  
survey	
  results	
  should	
  be	
  reviewed,	
  to	
  determine	
  what	
  problem	
  
areas	
  should	
  be	
  addressed,	
  such	
  as	
  poor	
  performance,	
  recurring	
  
incidents,	
  etc.	
  
	
  
6.  First	
  Call	
  Resolu<on	
  Rate	
  
This	
  metric	
  measures	
  the	
  percentage	
  of	
  incidents	
  resolved	
  on	
  the	
  
first	
  call.	
  Quick	
  resoluJons	
  should	
  be	
  the	
  goal	
  of	
  both	
  Service	
  
Desk	
  analysts	
  and	
  their	
  users.	
  Reviewing	
  the	
  percentage	
  of	
  
incidents	
  resolved	
  on	
  the	
  first	
  call	
  and	
  the	
  number	
  of	
  incidents	
  
resolved	
  remotely	
  by	
  the	
  Service	
  Desk,	
  reveals	
  the	
  success	
  levels	
  
of	
  the	
  operaJon.	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
22	
  
Ten	
  KPIs	
  You	
  Should	
  Be	
  Tracking	
  
7.  Cost	
  Per	
  Incident	
  
EvaluaJng	
  the	
  cost	
  of	
  staff	
  Jme	
  and	
  resources	
  by	
  incident	
  
provides	
  insight	
  into	
  the	
  efficiency	
  of	
  the	
  Service	
  Desk.	
  This	
  
metric	
  reveals	
  problem	
  areas	
  where	
  your	
  Service	
  Desk	
  might	
  be	
  
losing	
  money	
  and	
  enables	
  leadership	
  to	
  address	
  those	
  areas	
  to	
  
ensure	
  profitability.	
  It	
  is	
  oYen	
  useful	
  to	
  calculate	
  the	
  cost	
  per	
  
incident	
  separately	
  for	
  aYer-­‐hours	
  and	
  weekend	
  coverage,	
  as	
  
these	
  Jmeframes	
  typically	
  require	
  either	
  “on-­‐call”	
  resources	
  at	
  
overJme	
  rates	
  or	
  a	
  Service	
  Desk	
  analyst	
  who	
  is	
  not	
  fully	
  uJlized.	
  
Either	
  scenario	
  can	
  drive	
  up	
  the	
  cost	
  per	
  incident	
  for	
  aYer-­‐hours	
  
support.	
  
	
  
8.  Recurring	
  Incidents	
  
Every	
  Service	
  Desk	
  should	
  watch	
  out	
  for	
  recurring	
  incidents.	
  
Repeat	
  incidents	
  should	
  be	
  given	
  higher	
  priority	
  and	
  resolved	
  at	
  
the	
  root	
  of	
  the	
  problem,	
  if	
  possible,	
  to	
  avoid	
  unnecessary	
  
demand	
  on	
  the	
  Service	
  Desk	
  staff.	
  
	
  
9.  Analyst	
  Sa<sfac<on	
  
A	
  happy	
  staff	
  is	
  an	
  effecJve	
  staff.	
  To	
  monitor	
  the	
  job	
  saJsfacJon	
  
of	
  your	
  Service	
  Desk	
  analysts,	
  a6enJon	
  should	
  be	
  given	
  to	
  their	
  
turnover	
  rate,	
  their	
  saJsfacJon,	
  and	
  the	
  volume	
  of	
  calls	
  handled	
  
per	
  analyst.	
  If	
  there	
  are	
  glaring	
  issues,	
  they	
  should	
  be	
  addressed	
  
immediately.	
  
	
  
10. 	
  Number	
  of	
  Unresolved	
  Incidents	
  
The	
  existence	
  of	
  unresolved	
  incidents	
  signals	
  recurring	
  problems,	
  
ineffecJve	
  Service	
  Desk	
  staff,	
  	
  and/or	
  unhappy	
  users.	
  Incidents	
  
need	
  soluJons.	
  Tracking	
  this	
  metric	
  ensures	
  that	
  unresolved	
  
incidents	
  are	
  managed	
  properly	
  and	
  that	
  the	
  causes	
  of	
  those	
  
incidents	
  are	
  addressed.	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
23	
  
What’s	
  Next?	
  
In	
  a	
  hospital	
  environment,	
  objecJves	
  and	
  requirements	
  
are	
  changing	
  constantly,	
  and	
  the	
  IT	
  department	
  is	
  
expected	
  to	
  assist	
  in	
  meeJng	
  those	
  objecJves.	
  	
  
	
  
When	
  performed	
  and	
  reviewed	
  regularly,	
  meaningful	
  data	
  
collecJon,	
  trending,	
  and	
  regular	
  performance	
  review	
  can	
  
greatly	
  aid	
  in	
  improving	
  the	
  hospital’s	
  overall	
  performance.	
  
	
  
Using	
  the	
  techniques	
  covered	
  in	
  this	
  guide,	
  your	
  
organizaJon	
  will	
  improve	
  not	
  only	
  its	
  IT	
  support	
  services,	
  
but	
  results	
  will	
  likely	
  be	
  seen	
  organizaJonal-­‐wide.	
  
	
  
If	
  you’re	
  seeking	
  further	
  guidance	
  in	
  your	
  Service	
  Desk	
  
efforts,	
  we	
  can	
  help.	
  Our	
  seasoned	
  support	
  experts	
  are	
  
ready	
  and	
  willing	
  to	
  answer	
  your	
  quesJons	
  and	
  consult	
  
with	
  you	
  on	
  the	
  best	
  strategies	
  for	
  opJmizing	
  your	
  IT	
  
support	
  efforts.	
  	
  
	
  
	
  
	
  
	
  
	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
24	
  
Data	
  Driven	
  Service	
  Desk	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
©	
  Phoenix	
  Health	
  Systems,	
  2014	
  
Our	
  on	
  shore	
  Service	
  Desk	
  Center	
  supports	
  many	
  
healthcare	
  organiza<ons	
  like	
  yours.	
  
Tom Herring, Principal
Phoenix Health Systems
Tom.Herring@phoenixhealth.com
214.261.0660
Let	
  us	
  know	
  how	
  we	
  can	
  help	
  you.	
  	
  
Contact	
  us	
  by	
  email	
  or	
  phone:	
  
With	
  today’s	
  increased	
  	
  IT	
  demands,	
  it’s	
  difficult	
  for	
  internal	
  Service	
  Desks	
  to	
  keep	
  up	
  with	
  
the	
  needs	
  of	
  their	
  users.	
  Meaningful	
  Use	
  and	
  new	
  EHRs	
  have	
  added	
  to	
  the	
  burden	
  on	
  
hospital	
  IT	
  departments,	
  and	
  many	
  are	
  looking	
  outside	
  their	
  organizaJon	
  to	
  meet	
  the	
  
needs	
  of	
  their	
  physicians	
  and	
  other	
  users.	
  At	
  Phoenix,	
  we	
  work	
  with	
  our	
  clients	
  to	
  	
  design	
  
a	
  soluJon	
  to	
  provide	
  either	
  supplemental	
  or	
  full	
  Jme	
  Service	
  Desk	
  support.	
  	
  
•  Seamless	
  24	
  x	
  7	
  support	
  
•  Healthcare-­‐only	
  focus	
  including	
  experience	
  with	
  all	
  major	
  EHR	
  vendors	
  
•  Top-­‐of-­‐the-­‐industry	
  service	
  and	
  user	
  saJsfacJon	
  levels	
  
•  Reduced	
  costs	
  
•  Smooth,	
  fast	
  transiJon	
  and	
  	
  implementaJon	
  
Call	
  or	
  email	
  us	
  to	
  begin	
  improving	
  IT	
  user	
  saJsfacJon	
  	
  
in	
  your	
  hospital.	
  
25	
  

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Data driven service_desk_guide

  • 1. Data  Driven  Service  Desk     by  Hinah  Nasir  &  Andrea  Steffes-­‐Tu6le    
  • 2. About  the  Authors   Hinah  Nasir,  Service  Desk  Director     Hinah  Nasir  is  the  Service  Desk  Manager  for     Phoenix  Health  Systems,  Inc.  In  her  role  at     Phoenix,  Hinah  manages  a  team  of  eleven     customer-­‐focused  IT  professionals  to  provide     support  to  hospitals  across  the  US.         With  almost  ten  years’  experience  in  healthcare  IT  support  she  has   superior  skills  in  the  areas  of  incident  management,  change  management,   customer  saJsfacJon  enhancement,  teambuilding  and  training,   documentaJon,  complaint  handling,  and  resoluJon.         Hinah  holds  a  B.S  in  Computer  Science  from  the  Loyola  University  New   Orleans.   Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   2   Andrea  Steffes-­‐Tu9le,  Marke<ng  Director                                                            With  a  background  in  technology  and  ten  years     experience  in  markeJng,  Andrea  has  experJse  in     mulJ-­‐channel  communicaJon  strategies,  digital     markeJng  &  adverJsing,  and  a  passion  for  the     ever-­‐evolving  IT  industry.     Andrea  manages  Phoenix’  integrated  markeJng  iniJaJves,  which  includes   the  development  and  promoJon  of  online  and  offline  strategies,  and   brand  management.  Prior  to  Phoenix,  Andrea  held  markeJng  posiJons  in   both  the  technology  and  lifestyle  industries.     Andrea  holds  a  B.A.  in  Journalism  and  an  M.S.  in  MarkeJng  from  the   University  of  Colorado.  
  • 3. The  New  Hospital  IT  Service  Desk   Simply  stated,  the  Service  Desk  is  the  face  and  voice  of  IT.       With  the  inexorable  push  to  meaningful  use  of  informaJon   technology  in  healthcare,  hospitals  are  deluged  today  with  data   that  is  captured  and  processed  by  increasingly  complex  computer   systems.  While  a  major  role  of  the  IT  department  is  implemenJng   and  managing  these  systems,  customer-­‐facing  support  may  be  its   most  important  job.  Physicians  and  other  healthcare  workers   must  be  enabled  to  use  required  soYware,  and  quickly  supported   with  correct  answers  when  they  need  help.       If  your  Service  Desk  isn’t  supporJng  your  users  to  their   saJsfacJon,  your  IT  department  will  be  seen  as  incompetent  and   inefficient,  regardless  of  its  implementaJon  and  management   accomplishments.     Nevertheless,  many  IT    departments  put  support  on  a  back   burner,  even  if  unintenJonally,  due  to  heavy  work  loads  and   urgent  deadlines.  Some  hospitals  sJll  don’t  have  dedicated   Service  Desks,  relying  instead  on  operaJons  staff  to  grab  calls  as   they  can.  Others  may  have  a  Service  Desk  that  is  cobbled   together  with  outdated  methods,  poorly  trained  staff,  and   inadequate  technology.           Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   3  
  • 4. Cung  Corners  with  IT   Customer  Service…     Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   …is  a  huge  mistake;  it  hurts  the  IT  department’s   credibility,  impedes  hospital  operaJons,  and  may   even  jeopardize  paJent  care.     Today,  hospitals  of  almost  every  size  should  have  a  dedicated   Service  Desk  that  is  professionally  standardized  and  structured  to   increasingly  build  its  value  through  ongoing  data  collecJon  and   analysis.  If  Service  Desk  staff  are  not  enabled  to  perform  their  job   opJmally,  it’s  likely  that  no  one’s  needs  are  being  properly  met  –   neither  their  users  nor  the  Service  Desk  analysts  themselves.     As  a  company  that  prides  itself  on  our  outsourced  hospital  Service   Desk  support,  we  hold  ourselves  to  a  high  standard  of   performance.  Diligently  enforcing  ITIL  standards,  we  have  honed   our  methods  for  Service  Desk  opJmizaJon  and  performance   tracking.  These  methods  are  rooted  in  quality  data.     We  understand  that  an  ITIL-­‐based,  data-­‐driven  Service  Desk  can   increase  efficiencies,  improve  processes,  and  enhance  end-­‐users’   saJsfacJon.  Overall,  it  can  create  a  more  producJve  work   environment  for  both  IT  service  providers  and  their  customers   throughout  the  hospital.           4  
  • 5. Empower  the  Service  Desk   Using  proper  tracking  and  data  analysis  results  in  a  well-­‐ performing  Service  Desk.  Your  Service  Desk   representaJves  will  become  more  producJve,  valuable  –   and  valued.  Your  Service  Desk  should  become  a   significant  factor  in  the  efficiency  and  produc<vity  of  your   hospital’s  staff.     With  each  new  stage  in  the  trajectory  of  hospital   informaJon  technology,  it  is  likely  that  the  demands  on   your  support  staff  are  increasing.  This  guide  covers   techniques  that  leverage  data  to  opJmize  Service  Desk   processes  and  analyst  producJvity,  such  as:     ImplemenJng  Ticket  Management  Policies   Empowering  Staff  to  Track  AcJviJes   Tracking  Hospital  IT  Trends   Building  a  Service  Desk  Knowledge  Base   Top  Ten  Service  Desk  KPIs       Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   5  
  • 6. The  Importance  of  Trends   Hospital  IT  Service  Desk  analysts  review  copious  amounts  of  data  on  a   daily  basis.  Yet  many  hospitals  fail  to  see  the  value  to  be  gained  from   collecJng  this  data  systemaJcally,  trending  it,  and  idenJfying   emerging  problem  areas.       Unfortunately,  as  the  adage  says  –   you  can’t  manage  what  you  don’t     measure.             IT  service  leaders  need  to  develop  standardized  service  data   measurement  and  reporJng  processes  that  are  aligned  with  hospital   operaJonal  goals.  The  results  of  performing  trending  analyses  will   enable  collabora<on  with  user  groups  to  produce  IT  service   improvement  plans  that  will  eliminate  recurring  incidents,  and  oKen   resolve  causal  problems  to  prevent  many  incidents  from  occurring   again.       Trends  Revealed   The  ability  to  idenJfy  trends  opens  the  door  to  opportuniJes  for   providing  addiJonal  support  to  the  areas  that  need  it  and  minimize   problems  over  Jme.  IdenJfying  the  volume  drivers  /  recurring  issues,   reveals  the  types  of  contacts  that  require  the  most  a6enJon.  With  this   insight,  issues  can  be  addressed  through  training,  systems  changes,   implementaJon  of  automated  soluJons,  process  standardizaJon,  etc.             Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   6  
  • 7. OpJmize  Processes  Through  Trending       It’s  important  to  align  customer  sa<sfac<on  goals  with  quality   monitoring  goals.  Using  an  organized  incident-­‐tracking  process   allows  your  organizaJon  to  monitor  essenJal  performance   indicators  such  as:     •  First  Call  Resolu<on  Rate   •  Average  Speed-­‐to-­‐Answer   •  Average  Time-­‐to-­‐Resolu<on     •  Total  Calls  Received   •  Incident  Tracking  Analysis   •  End-­‐User  Sa<sfac<on   •  Service  Desk  Analyst  U<liza<on     Reviewing  these  performance  metrics  reveals  areas  of   improvement  and  opportunity.  ExpectaJons  should  be  set  with   users,  which  align  with  realisJc  performance  goals.  Once  the  goals   are  set,  review  and  refine  monthly.           Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   7  
  • 8. The  Power  of  TickeJng   In  many  hospitals,  if  a  customer  service  JckeJng  system  is  in  place,  it   oYen  is  not  used  consistently.  Further,  issues  are  not  accurately   tracked,  even  if  they  do  make  it  into  the  JckeJng  system.    ReporJng,   if  a6empted,  is  inaccurate  or  impossible.  This  is  a  major  threat  to  the   effecJveness  of  a  Service  Desk.       For  a  Service  Desk  to  successfully  manage  end-­‐user  problems,  the   most  basic  process  needs  to  be  implemented  –  Jcket  management.     Unstandardized  <cket  management  is  a  barrier  to  the  very   objec<ve  of  the  Service  Desk  –  improving  processes  and   produc<vity.     For  a  Service  Desk  to  have  consistent  value  to  any  healthcare   organizaJon,  Jcket  management  policies  must  be  in  place.  There  are   three  important  consideraJons  to  make  when  defining  your  policies.       No  Service  Without  a  Ticket   Establish  Ticket  Criteria   Differences  Between  Incidents  and  Problems         Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   8  
  • 9. No  Service  Without  a  Ticket   It  is  common  that  problems  requiring  Jme  and  manpower  get   resolved  without  ever  entering  the  system.  This  is  generally  a   result  of  users  contacJng  the  IT  staff  directly  or  the  IT  staff  not   being  diligent  in  their  Jcket  creaJon.       If  you  want  useful  data,  it  is  impera<ve  that  a  <cket  be   created  for  every  incident.     To  solve  this  problem,  IT  leaders  should  invesJgate  more  user-­‐ friendly  Jcket  creaJon  soluJons,  to  make  Jcket  creaJon  as   efficient  as  possible.       Allowing  Jcket  creaJon  through  email,  voicemail,  and/or  a  web   portal  are  good  alternaJves  to  a  standard  JckeJng  system  and   takes  some  of  the  hassle  out  of  logging  Jckets.  This  provides  your   service  staff  with  the  tools  they  need  to  perform  their  jobs  and   improve  the  overall  performance  of  the  Service  Desk.       Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   9  
  • 10. Establish  Ticket  Criteria   Ticket  criteria  consists  of  the  metadata  a6ached  to  each  Jcket.   This  data  –  such  as  Type,  Category,  Sub-­‐Category,  etc.  –  is   essenJal  to  geng  the  Jcket  to  the  right  analyst  and  extremely   useful  for  reporJng  purposes.  To  make  the  data  usable,  the   criteria  needs  to  be  simple.     Some  JckeJng  tools  force  the  user  to  make  eight  choices  when   creaJng  a  Jcket  with  three  choices  would  be  just  as  effecJve.  It’s   best  to  choose  a  JckeJng  soluJon  that  requires  a  minimal  (but   meaningful)  number  of  choices  when  creaJng  a  Jcket.         Important  Criteria  to  Include     Referenced  Applica<on:  No  ma6er  what  the  Jcket  type,  there   should  be  a  referenced  applicaJon.  This  is  probably  the  most   significant  field  as  it  allows  you  to  see  which  applicaJons  are   causing  the  most  problems.       Area:  The  area  or  department  within  the  hospital  should  always   be  recorded.  This  facilitates  reporJng  by  area,  including  number   of  Jckets,  survey  results,  etc.     Submission  Method  (Email,  Phone,  Web,  etc.):  This  enables  you   to  determine  if  your  users  are  using  the  most  efficient  means   possible  to  submit  Jckets.     Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   10  
  • 11. Incidents  versus  Problems   Most  organizaJons  do  not  know  or  track  the  differences  between   incidents  and  problems.  Let’s  clarify…     Incidents  are  individual  issues.  Problems  are  the   underlying  cause  of  the  incidents.     For  example,  the  hospital’s  mail  server  goes  down  and  three   users  call,  reporJng  that  they  cannot  access  their  email.  Under   this  scenario,  there  should  be  an  incident  <cket  created  for  each   of  the  users  and  a  problem  <cket  created  for  the  server  issue.   SeparaJng  incidents  and  problems  greatly  increases  the   organizaJon’s  ability  to  track  and  trend  data  more  effecJvely.     Establishing  clear  policies  that  enforce  standard  processes  sets   your  team  up  for  success.  By  communicaJng  and  requiring  the   use  of  defined  methods,  you  are  empowering  your  team  to   provide  excellent  service  to  users  and  the  organizaJon.     Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   11  
  • 12. Empowering  Staff  to     Track  AcJviJes   Once  Jcket  management  policies  are  implemented,  an   approach  detailing  how  analysts  will  be  empowered  to  log   Jckets  should  be  defined.     At  Phoenix,  we  employ  five  strategies  for     improving  ac<vity  tracking.     1.  Use  of  a  Quality  Ticke<ng  Applica<on   2.  User  Contact  Records  in  the  Ticke<ng  Applica<on   3.  Quick  Ticket  Templates   4.  Standard  List  of  Ques<ons   5.  Integra<on  and  Asset  Management  Tool           Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   12  
  • 13. Quality  TickeJng  ApplicaJon   A  good  Service  Desk  JckeJng  system  enables  improved  tracking   and  efficiency.  If  you  have  a  poor  system  in  place,  it’s  more  likely   that  all  of  the  work  you’ve  done  to  impose  Jcket  tracking  rules   will  be  ignored,  and  hospital  staff  will  find  workarounds  to  avoid   the  system.     A  good  <cke<ng  applica<on  has  the  following  characteris<cs:     •  Ticket  auto-­‐creaJon   •  Built  in  knowledge  base   •  Efficient  search   •  Asset  management  feature   •  Web  portal   •  Ability  to  track  purchase  orders  and  soYware  licenses   linked  with  acJve  directory     If  your  system  has  the  features  above  and  your  hospital  staff  has   been  trained  in  using  them,  analysts  will  be  more  likely  to  follow   Jcket  tracking  protocol.       Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   13  
  • 14. User  Contact  Records   A  <cke<ng  system  that  stores  user  contact  informa<on  makes  it   easier  to  populate  end-­‐user  informa<on.  The  Jme  saved  by  not   having  to  enter  user  details  will  result  in  faster  call  resoluJon   Jme  and  a  be6er  service  experience  for  both  parJes.       Service  Desk  staff  can  perform  their  jobs  more  efficiently,  and   users  can  return  to  their  jobs  sooner.     Quick  Ticket  Templates   It  is  likely  that  your  Service  Desk  receives  reports  of  recurring   issues.  Crea<ng  <cket  templates  eliminates  the  need  for   crea<ng  an  en<rely  new  <cket  every  <me  a  problem  is   reported.  Instead  of  compleJng  a  myriad  of  fields  describing  the   problem,  it  is  faster  and  easier  to  idenJfy  the  problem  from  a   curated  list.   Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   14  
  • 15. Standard  List  of  QuesJons   A  standard  list  of  quesJons  should  be  provided  to  your  Service   Desk  analysts.  The  list  should  address  the  most  common   problems  they  must  handle,  and  the  informaJon  required  for   improved  resoluJon  and  trend  tracking.     Examples  of  poten<al  informa<on  that  should  be  recorded:     •  Errors  experienced   •  AcJons  taken  to  troubleshoot   •  Previous  acJvity  on  the  issue   •  Area  of  issue   Asset  Management  Tool   IntegraJng  an  asset  management  tool  with  your  JckeJng   applicaJon  accelerates  the  speed  of  Jcket  logging  and   troubleshooJng.  If  your  analysts  have  asset  informaJon  at  their   fingerJps,  they  can  provide  quicker  entry  and  more  accurate  data   regarding  equipment  and  soYware  issues.     Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   15  
  • 16. Trending  is  EssenJal   Trending  is  essenJal  for  idenJfying  problems  in  the  IT  service   delivery  process.  Using  trending,  a  hospital  IT  department  can   proacJvely  handle  problem  management  and  avoid  the  occurrence   of  problems  before  they  get  to  a  larger  scale  and  significantly  impact   the  hospital  staff  and  its  paJents.     Trending  provides  a  number  of  benefits:     •  Exposes  externaliJes  that  impact  service  performance   •  Reveals  the  root  cause  of  problems   •  Provides  new  perspecJves  from  disparate  data   •  Enables  intelligence,  beyond  standard  reporJng   •  Measures  service  performance   •  Improves  service  delivery   •  Provides  context  for  decision  making     All  of  this  would  not  be  possible  without  the  capture  of  data  by  the   Service  Desk.  Other  areas  of  IT  like  network  management  and  clinical   systems  should  also  collect  and  trend  data.  Combining  the  data  from   these  areas  and  performing  trend  analysis  enables  an  immense   improvement  in  the  quality  of  IT  service.     Another  great  benefit  of  trending  data  is  that  it  makes  it  easier  to   monitor  the  effects  of  technical  changes  in  the  environment  in  a   useful  way.  You  can  find  out  the  extent  of  the  impact  on  users  and   sites  to  enhance  the  change  management  process.       Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   16  
  • 17. Build  a  Knowledge  Base   CreaJng  and  building  a  knowledge  base  is  a  criJcal  objecJve  for   an  IT  Service  Desk.  A  current  knowledge  base  of  soluJons  allows   Service  Desk  staff  to  provide  faster  resoluJon  Jmes  and  more   useful  support.  For  a  knowledge  base  to  be  effecJve,  it  needs  to   be  systemaJcally  organized  and  constantly  maintained.       Acquiring  data,  turning  that  data  into  solu<ons,  managing  those   solu<ons,  and  applying  them  consistently  to  your  users’  needs   are  important  steps  in  providing  excep<onal  and  efficient  IT   service.     The  process  of  building  a  knowledge  base  requires  two   components:     Knowledge  Acquisi<on   Knowledge  Base  Maintenance         Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   17  
  • 18. Knowledge  AcquisiJon   The  primary  method  for  acquiring  informaJon  and  compiling  a   knowledge  base  is  through  the  review  of  Jcket  data  gathered  from   end-­‐users.     Reviews  of  <cket  data  should  include:     •  Recurring  issues   •  Uncommon  issues   •  Time-­‐consuming  problems   •  Frequently  asked  quesJons     Notes  for  knowledge  base  arJcles  from  the  data  should  be  captured,   parJcularly  problem  descrip<ons  and  resolu<ons.  Once  a  list  of   problems  and  resoluJons  is  compiled,  all  resoluJons  must  be   verified,  in  order  to  create  a  new,  well-­‐organized  knowledge  base   arJcle.     Another  approach  to  building  your  knowledge  base  library  is  to   create  a  list  of  the  problem  areas  that  are  most  frequently  reported.   Determining  where  IT  resources  are  wasted  when  dealing  with  issues   will  help  you  address  inadequacies  in  your  knowledge  base.     As  an  example,  paJents  were  appearing  as  a  gray  block  on  the  daily   schedule  in  the  MediLinks  applicaJon  and  therapists  were  unable  to   document  on  those  paJents.  The  applicaJon  analysts  researched  the   issue,  provided  a  simple  fix  and  documented  the  fix  in  the  knowledge   base.  If  the  problem  occurs  again,  the  Service  Desk  can  now  idenJfy   the  issue,  explain  the  cause  to  the  user,  and  apply  the  fix.     Categorizing  Jckets  by  problem  area  provides  important  informaJon   for  creaJng  knowledge  base  soluJons.     Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   18  
  • 19. Knowledge  Base  Management   Constantly  changing  processes  in  hospital  IT  demand  that  the   knowledge  base  be  periodically  reviewed  and  regularly  updated.  The   best  way  to  ensure  that  your  knowledge  base  remains  up-­‐to-­‐date   and  relevant  is  through  the  consistent  review  of  Jckets.  The  best  way   to  ensure  that  your  knowledge  base  remains  up  to  date  and  relevant   is  through  consistently  reviewing  Jckets,  and  updaJng  knowledge   base  soluJons  accordingly.  It’s  also  important  to  create  soluJons  that   lead  to  a  higher  First  Call  ResoluJon.     For  example,  oYen,  Java  version  changes  can  cause  compaJbility   issues  with  hospital  applicaJons.  If  the  issue  is  planned  for  or   idenJfied  early,  the  proper  soluJon  can  make  for  a  speedy  First  Call   ResoluJon.     Finally,  the  management  of  knowledge  includes  organizing,  sharing,   and  using  the  informaJon  to  create  value  and  improve  performance   for  the  enJre  organizaJon.     •  Service  Desk  analysts  should  be  know  that  the  knowledge  base   exists   •  Analysts  need  to  be  educated  on  the  use  of  the  knowledge  base   •  Analysts  should  be  enabled  to  perform  Jcket  tracking   •  Review  of  the  exisJng  knowledge  base  should  be  prioriJzed   •  The  knowledge  base  should  be  updated  regularly     An  effec<ve  knowledge  base  empowers  analysts  to  solve  problems,   decreases  frustra<on,  and  increases  efficiency.  To  get  the  most  out   of  your  knowledge  base  soluJon,  it  must  be  well  organized  and  easily   searchable.  Meaningful  descripJve  Jtles  and  relevant  keywords   mean  that  analysts  don’t  waste  Jme  searching  for  the  soluJon  they   are  seeking.       Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   19  
  • 20. Service  Desk  KPIs   Service  Desk  Key  Performance  Indicators  (KPIs)  are  measurable   outcomes  that  reflect  the  success  or  failure  of  the  service.  KPIs   provide  insight  into  the  effecJveness  of  an  organizaJon’s   processes.  They  shed  light  on  which  processes  meet  the   operaJonal  goals  of  the  organizaJon  and  expose  those  that  fail.     Consistent  tracking  and  review  of  defined  KPIs  ensures  that   issues  that  might  go  unno<ced  are  addressed.  By  defining  and   seng  standards  using  KPIs,  Service  Desk  analysts  are  kept   accountable,  and  an  elevated  level  of  service  is  demanded.       To  monitor  performance,  and  maintain  the  highest  level  of   service,  Phoenix  tracks  ten  primary  KPIs.             Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   20  
  • 21. KPIs  You  Should  Track   1.  Number  of  Contacts  Received   To  determine  the  efficiency  of  your  Service  Desk  staff,  it  is   important  that  the  average  number  of  contacts  handled  per   Service  Desk  analyst  be  tracked.  This  reveals  performance  areas   that  need  to  be  addressed.  It  is  also  helpful  to  invesJgate  the   number  of  incidents  per  problem  type  and  category.  Lastly,   reviewing  the  incoming  Jcket  volume  trend  will  expose  Jmes  of   the  week,  month,  or  day  that  incur  an  influx  of  Jckets,  which  will   likely  expose  problem  areas  to  address.     2.  Call  Talk  Time  and  Hold  Time   Reviewing  talk  Jme  and  hold  Jme  is  vital.  A  user  who  is  calling  a   Service  Desk  for  assistance,  is  not  interested  in  spending  much   Jme  waiJng.  He  or  she  wants  the  issue  solved  quickly.  These   metrics  will  reveal  the  source  of  efficiency  inadequacies  such  as   call  hold  Jmes.  It  is  important  when  reviewing  this  metric  that   the  average  wait  Jme  prior  to  call  abandonment  be  reviewed  as   well.  ConJnuously  working  to  cut  down  on  talk  Jme  and  hold   Jme  will  naturally  improve  customer  saJsfacJon.     3.  Knowledge  Sharing   It’s  important  to  monitor  the  Knowledge  Base  repository.  The   frequency  of  soluJon  creaJon  and  the  number  of  updates  should   be  watched  carefully.  The  knowledge  base  is  only  as  good  as  the   informaJon  shared  within  it.  If  updates  and  new  soluJons  aren’t   contributed  regularly,  the  knowledge  base  will  become  obsolete.         Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   21  
  • 22. Ten  KPIs  You  Should  Be  Tracking   4.  Turnaround  Time   Tickets  that  take  too  long  to  resolve  result  in  very  unhappy  users.   A  successful  Service  Desk  must  maintain  agreeable  turnaround   Jme  on  incidents.  To  do  this,  we  suggest  tracking  the  average   Jme  it  takes  Service  Desk  staff  to  acknowledge  and  close  a  Jcket.   Ticket  escalaJons  due  to  late  incident  resoluJons  should  also  be   monitored.  This  can  be  parJcularly  enlightening  when  looking  at   cost  per  incident  for  aYer  hours  support.     5.  Customer  Sa<sfac<on  Survey  Ra<ng   This  is  where  the  rubber  meets  the  road  and  levels  of  Service   Desk  performance  are  revealed  by  the  most  important  people,   the  customers.  To  measure  the  success  of  this  metric,  there   should  be  a  regular  review  of  the  number  of  surveys  sent  versus   the  number  of  surveys  completed.  AYer  noJng  the  return  rates,   the  percent  of  saJsfactory  (hopefully  more  than  saJsfactory)   survey  results  should  be  reviewed,  to  determine  what  problem   areas  should  be  addressed,  such  as  poor  performance,  recurring   incidents,  etc.     6.  First  Call  Resolu<on  Rate   This  metric  measures  the  percentage  of  incidents  resolved  on  the   first  call.  Quick  resoluJons  should  be  the  goal  of  both  Service   Desk  analysts  and  their  users.  Reviewing  the  percentage  of   incidents  resolved  on  the  first  call  and  the  number  of  incidents   resolved  remotely  by  the  Service  Desk,  reveals  the  success  levels   of  the  operaJon.         Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   22  
  • 23. Ten  KPIs  You  Should  Be  Tracking   7.  Cost  Per  Incident   EvaluaJng  the  cost  of  staff  Jme  and  resources  by  incident   provides  insight  into  the  efficiency  of  the  Service  Desk.  This   metric  reveals  problem  areas  where  your  Service  Desk  might  be   losing  money  and  enables  leadership  to  address  those  areas  to   ensure  profitability.  It  is  oYen  useful  to  calculate  the  cost  per   incident  separately  for  aYer-­‐hours  and  weekend  coverage,  as   these  Jmeframes  typically  require  either  “on-­‐call”  resources  at   overJme  rates  or  a  Service  Desk  analyst  who  is  not  fully  uJlized.   Either  scenario  can  drive  up  the  cost  per  incident  for  aYer-­‐hours   support.     8.  Recurring  Incidents   Every  Service  Desk  should  watch  out  for  recurring  incidents.   Repeat  incidents  should  be  given  higher  priority  and  resolved  at   the  root  of  the  problem,  if  possible,  to  avoid  unnecessary   demand  on  the  Service  Desk  staff.     9.  Analyst  Sa<sfac<on   A  happy  staff  is  an  effecJve  staff.  To  monitor  the  job  saJsfacJon   of  your  Service  Desk  analysts,  a6enJon  should  be  given  to  their   turnover  rate,  their  saJsfacJon,  and  the  volume  of  calls  handled   per  analyst.  If  there  are  glaring  issues,  they  should  be  addressed   immediately.     10.  Number  of  Unresolved  Incidents   The  existence  of  unresolved  incidents  signals  recurring  problems,   ineffecJve  Service  Desk  staff,    and/or  unhappy  users.  Incidents   need  soluJons.  Tracking  this  metric  ensures  that  unresolved   incidents  are  managed  properly  and  that  the  causes  of  those   incidents  are  addressed.       Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   23  
  • 24. What’s  Next?   In  a  hospital  environment,  objecJves  and  requirements   are  changing  constantly,  and  the  IT  department  is   expected  to  assist  in  meeJng  those  objecJves.       When  performed  and  reviewed  regularly,  meaningful  data   collecJon,  trending,  and  regular  performance  review  can   greatly  aid  in  improving  the  hospital’s  overall  performance.     Using  the  techniques  covered  in  this  guide,  your   organizaJon  will  improve  not  only  its  IT  support  services,   but  results  will  likely  be  seen  organizaJonal-­‐wide.     If  you’re  seeking  further  guidance  in  your  Service  Desk   efforts,  we  can  help.  Our  seasoned  support  experts  are   ready  and  willing  to  answer  your  quesJons  and  consult   with  you  on  the  best  strategies  for  opJmizing  your  IT   support  efforts.               Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   24  
  • 25. Data  Driven  Service  Desk                             ©  Phoenix  Health  Systems,  2014   Our  on  shore  Service  Desk  Center  supports  many   healthcare  organiza<ons  like  yours.   Tom Herring, Principal Phoenix Health Systems Tom.Herring@phoenixhealth.com 214.261.0660 Let  us  know  how  we  can  help  you.     Contact  us  by  email  or  phone:   With  today’s  increased    IT  demands,  it’s  difficult  for  internal  Service  Desks  to  keep  up  with   the  needs  of  their  users.  Meaningful  Use  and  new  EHRs  have  added  to  the  burden  on   hospital  IT  departments,  and  many  are  looking  outside  their  organizaJon  to  meet  the   needs  of  their  physicians  and  other  users.  At  Phoenix,  we  work  with  our  clients  to    design   a  soluJon  to  provide  either  supplemental  or  full  Jme  Service  Desk  support.     •  Seamless  24  x  7  support   •  Healthcare-­‐only  focus  including  experience  with  all  major  EHR  vendors   •  Top-­‐of-­‐the-­‐industry  service  and  user  saJsfacJon  levels   •  Reduced  costs   •  Smooth,  fast  transiJon  and    implementaJon   Call  or  email  us  to  begin  improving  IT  user  saJsfacJon     in  your  hospital.   25