BMC Remedyforce Evaluation Guide

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    EVALUATION GUIDE

    BMC Remedyorce Evaluation Guide

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    TABLE OF CONTENTS

    PART 1: THE ALIGNABILIT Y PROCE SS MODEL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    PART 2: EVALUATING BMC REMEDYFORCE REPORTING . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    PART 3: EVALUATING THE BMC REMEDYFORCE SELF-SERVICE PORTAL . . . . . . . . . . . . . . . . 15

    PART 4: EVALUATING THE BMC REMEDYFORCE SERVICE DESK AGENT DASHBOARDS . . . . . . . 21

    PART 5: EVALUATING BMC REMEDYFORCE INCIDENT MANAGEMENT . . . . . . . . . . . . . . . . . . 27

    PART 6: EVALUATING BMC REMEDYFORCE PROBLEM MANAGEMENT. . . . . . . . . . . . . . . . . .34

    PART 7: EVALUATING BMC REMEDYFORCE CHANGE MANAGEMENT. . . . . . . . . . . . . . . . . . .40

    PART 8: EVALUATING BMC REMEDYFORCE CHATTER INTEGRATION. . . . . . . . . . . . . . . . . . .46

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    1

    INTRODUCING THE ALIGNABILITY PROCESS MODEL

    Your end users are more demanding than ever. They want immediate attention and

    immediate results or in IT terms ast response times and instant problemresolution. They also demand consistently high levels o service, and o course, they

    expect constant communication on the status o their requests. How do you meet such

    demands when your own IT resources may be under signicant strain?

    Many organizations around the world have turned to the best practices recommended

    by ITIL as a way to cut costs, align resources, improve service levels, and deliver

    consistent levels o service to the business.

    As you evaluate IT help desk soware, make sure that the application will enable you

    to take advantage o the best practices recommended by ITIL without requiring too

    much additional conguration rom you. Its also a good idea to check that the best

    practices are documented and that the documentation is easily accessible by users.

    BMC Remedyorce includes ITIL best-practice workows built right into the soware.

    Plus, it comes with extensive online documentation o the process models. With the help

    o embedded best practices, you can achieve aster cost savings and improvements in

    service quality that can benet your entire organization.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    Although you can explore the Remedyorce trial on your own, we recommend that you

    ollow the steps outlined in each scenario. This guided tour can help you make the most

    o the soware, including the specic eatures related to ITIL best practices. In this

    scenario you will:

    Access Remedyorce rom the perspective o a service desk agent.

    Learn about the embedded ITIL best practices or incident, problem, and change

    management

    Review the process ow documentation or each o the best practices.

    To see the scenario in action, watch the video here.

    YOU WILL NEED:10 MINUTES

    WATCH THE VIDEO NOW

    Evaluating the BMC Remedyforce Alignability Process Model

    http://www.bmc.com/products/demonstration/remedyforce-reporting.htmlhttp://www.bmc.com/products/demonstration/remedyforce-best-practice.htmlhttp://www.bmc.com/products/demonstration/remedyforce-best-practice.htmlhttp://www.bmc.com/products/demonstration/remedyforce-reporting.html
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    2

    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includes

    a link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Note the user nameand password or IT sta; then, click Login as IT sta.

    2. You should now see the BMC Remedyorce home page. Note the Workspaces panel onthe lethand side o the screen this is where we will begin exploring the ITIL best practicesor incident, problem, and change management.

    http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011
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    3

    3. Review the Incident Management process.

    Click on the Workspaces panel on the le hand side o the screen

    Then under Incident Management, click on Incident Management Alignability Process Model.

    Youre now looking at a visual

    representation o the Incident

    Management process one o

    the Alignability Process Models

    in BMC Remedyorce.

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    Interact with the process model to get more inormation about each step. For example, click on 1. Support

    Request Registration.

    (Tip: To see more inormation, you can also mouse-over the owchart and the description.)

    You should now see the Support Request Registration procedure or a service desk analyst.

    Note that you can reer to the Incident Management process model at any time to review the ITIL guidelines or

    any incident management task.

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    4. Review the Problem Management process.

    In the Workspaces panel, under Problem Management, click

    on Problem Management

    Alignability Process Model.

    Click on 1. Support Request Review. You should now see the

    Support Request Review process or a problem coordinator.

    5. Review the Change Management process.

    Under Change Management, click on Change Management

    Alignability Process Model.

    Click on 1. Change Registration. You should now see the Change Registration process or a change

    coordinator.

    Notice how easy it is to switch

    between process models?

    Weve designed the BMC

    Remedyorce interace to besimple to use in a busy Service

    Desk environment.

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    Feel ree to review the rest o the process model on your own. When nished, click the X to close the

    Alignability Process Model tab. This concludes this part o the evaluation.

    THE METRICS THAT MATTER

    There are literally hundreds o metrics and key perormance indicators reerenced by ITIL and similar

    best practice rameworks some may be very relevant in your organization, while others may be less

    useul. However, the ollowing metrics can really tell you whether ITIL best practices are paying o or your

    organization.

    MEAN TIME TO RESOLUTION (MTTR)

    MTTR is a critical metric that records the total time taken rom the reporting o an issue, through its nal

    resolution. Its important because it reects the robustness and efciency o the processes and systems you

    have in place or supporting your users. Adopting ITIL best practices or incident and problem management, in

    particular, can have a dramatic eect on MTTR.

    What you should aim or: 20% lower MTTR.

    STAFF PRODUCTIVITYThe productivity o your service support teams should improve as a direct result o aligning your processes to

    ITIL best practices. Greater consistency in how problems are investigated and resolved can result in signicant

    time savings across the organization. In addition, ongoing discipline in change management can improve the

    overall stability o your IT inrastructure.

    What you should aim or: 30% higher sta productivity.

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    7

    SERVICE DESK COSTS

    In addition to the time savings and gains in productivity, many organizations can reduce the cost o their

    service desk operations by aligning with ITIL best practices. Improved communication, eective sel-service

    capabilities, and reduced incident volumes are all outcomes o ITIL best practices, and they can directly

    contribute to lower operating costs or the IT service desk.

    What you should aim or: 25% lower IT help desk costs.

    WHAT THE EXPERTS SAY:

    Cloud-based Remedyorce will increase IT resource availability and customer sat-isaction at lower cost at a time when cutting costs without sacricing quality isa top priority.Eduardo Don Jr.

    CEO Lumen21

    WANT TO KNOW MORE?

    Learn more about the benets o ITIL best practices. Read our Solutions page.

    Get the details on ITIL processes. Check out our reference library.

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    http://www.bmc.com/solutions/esm-initiative/IT-Infrastructure-Library-ITIL.htmlhttp://www.bmc.com/experts/reference-books/itil-books?cmp=redirect_reference-books_itil-books?intcmp=homebox_esmsvc_itilbooklets&attr=thtldrhttp://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://www.bmc.com/experts/reference-books/itil-books?cmp=redirect_reference-books_itil-books?intcmp=homebox_esmsvc_itilbooklets&attr=thtldrhttp://www.bmc.com/solutions/esm-initiative/IT-Infrastructure-Library-ITIL.html
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    8

    INTRODUCING BMC REMEDYFORCE REPORTING

    Eective reporting capabilities are an essential component o any IT service management

    application. Well-designed reports can provide real insight into the eectiveness o yoursupport teams, your IT inrastructure, and the processes you have in place. Help desk

    organizations that are disciplined in the collection and analysis o reports consistently oer

    better service and tend to enjoy greater systems stability as a result o acting upon the

    perormance trends identied in the data.

    As you evaluate IT help desk systems, make sure that the soware has more than just

    a wide range o reports consider the relevance o those reports or your organization

    and how easily they can be adapted to meet your needs. Every IT help desk environment is

    dierent, so exibility is essential. Ideally, the soware should also allow you to create and

    congure custom reports.

    BMC Remedyorce oers a number o pre-dened reports, which have evolved romrecognized best practices and the eedback o our customers. Each report can also be

    extensively customized to meet your needs and saved or uture use.

    BMC Remedyorce exploits the considerable reporting power o the underlying Force.com

    SaaS platorm. This means you can create and adapt brand-new custom reports to meet

    almost any requirement imaginable.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    This part o the Remedyorce trial shows you how easy it is to use and adapt one o the

    many pre-dened reports that come with the soware. Youll also get to walk through the

    process o exporting data to an external le.

    To see the scenario in action, watch the video here.

    YOU WILL NEED:10 MINUTES

    WATCH THE VIDEO NOW

    Evaluating BMC Remedyforce Reporting

    http://www.bmc.com/products/demonstration/remedyforce-reporting.htmlhttp://www.bmc.com/products/demonstration/remedyforce-reporting.htmlhttp://www.bmc.com/products/demonstration/remedyforce-reporting.htmlhttp://www.bmc.com/products/demonstration/remedyforce-reporting.html
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    9

    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includesa link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Then, enter yourname and password to log into the site.

    http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011
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    1 0

    2. You should now see the BMC Remedyorce home page.

    3. Run an Incident Management report.

    Click on the Setup link on the upper righthand corner o the BMC Remedyorce home page.

    In the dialog box asking i you want to leave BMC Remedyorce, click Yes. This will take you into the reporting

    and conguration portal o the orce.com platorm.

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    1 1

    Click on the Reports link in the menu bar.

    In the Reports Folders section, click on the Folder dropdown

    menu and select BMC Remedyorce. Then, click Go.

    Click on the Categories link at the top o the list. Youll see a

    chart, and above that, some options.

    In the Report Options section, click on the Summarize

    inormation by dropdown menu and select Category. (Note: It

    may already appear at the top o the list.)

    Next, click on the Show dropdown menu, select All Incidents

    and click Run Report.

    You should now see a chart that summarizes the incident volumes by category, ollowed by a detailed list o

    the incidents included in the report.

    (Tip: Scroll down to see more o the report content.)

    You can view and congure out

    othebox reports or you can

    create custom reports to meet

    your organizations exact needs.

    Remedyorce includes a number

    o precongured reports that

    support ITIL best practices,

    standard compliance goals, and

    the most common needs o our

    customers.

    Notice that you can save this

    report, as well as customize,

    print, or export it to a number

    o dierent ormats.

    Exporting a report is what well

    explore next.

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    1 2

    4. Export a report.

    In the Report Options section o the Categories page, click on the Export Details button.

    In the Export Report section, choose your le encoding and ormat preerences. Then, click Export.

    In the dialog box that appears, click to save and open the le.

    Review the exported le. When nished, click the Done button to return to the Categories page.

    5. Customize a report.

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    1 3

    In the Report Options section o the Categories page, click on the Customize button.

    Click on the Jump to Step menu.

    Without changing anything or now, click on each option in the Jump to Step menu and simply review all the

    ways that you can customize the standard reports.

    Ok, lets try a simple customization. From the Jump to Step menu, select Select Columns and click on client

    email (and anything else youd like to see) in the le column o checkboxes.

    Click on the Run Report button at the bottom le o the options table to view your custom report. When

    nished, click the BMC Remedyorce Home link to close the reporting portal and return to the application.

    This concludes Part 2 o the Remedyorce evaluation.

    THE METRICS THAT MATTER

    Eective reporting capabilities can positively impact the perormance and efciency o your help desk

    organization in many dierent ways particularly when the actionable data is rolled into your ongoing

    improvement initiatives.

    The ollowing Key Perormance Indicators (KPIs) can help you assess the eectiveness o your reporting

    strategies.

    CHANGE SUCCESS RATE

    A change management process that is awed and is causing unnecessary service disruption oen shows up in

    reporting long beore a specic weakness in the process is identied by other means. In our experience, a team

    that is actively reviewing reports especially the reports o incident volumes resulting rom changes will

    quickly spot areas or investigation and improvement. This oen has an immediate and benecial impact on the

    success rate o the changes undertaken.

    What you should aim or: 90% or greater rst-time change success rates.

    RECURRENT INCIDENT VOLUME

    Help desk reports are a highly eective means o analyzing patterns in the ow and types o IT incidents that are

    occurring in your organization. Regular analysis o incident category reports, or example, can reveal specic and

    requently recurrent areas o difculty in the inrastructure and support processes (and sometimes, individuals).

    Organizations that are disciplined in this analysis, and take action accordingly, tend to have ewer recurrent

    problems and see a more even spread o root causes.

    What you should aim or: Where possible* 10% or less o your incidents should relate to any one specic

    category.

    *In some environments there will always be a bias to specic problem areas.

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    1 4

    COMPLIANCE COST

    For those help desk organizations subject to regulatory or corporate compliance reporting, the time and eort

    taken to respond to a specic audit request is a very reliable health indicator o your reporting model. I you have

    correctly identied and congured the set o reports you need to meet compliance requirements, the process o

    providing the necessary data in an acceptable ormat should be rapid and uncomplicated.

    What you should aim or: Less than 24-hour responses to an audit request.

    WHAT THE EXPERTS SAY:

    In the past, we didnt have tools that enabled us to do the best job possible.Sometimes issues ell through the cracks, which meant that our users were notalways completely happy with our service. With BMC Remedyorce, IT sta mem-bers have a solution that lets them deliver high-quality service and support. As aresult, our users are happier with what IT is doing or them.

    We can determine i the same problem occurred beore or i were having mul-tiple problems with a particular asset or asset type.Can Ersoz,

    Manager of Information Systems at Yakult

    WANT TO KNOW MORE?

    Learn more about ITIL continual service improvement. Read the ebook.

    Get expert advice on supporting compliance goals. Sign up for the ebook .

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    http://www.bmc.com/experts/reference-books/itil-books/itil-continual-service-improve.htmlhttp://www.bmc.com/experts/reference-books/viewpoint-books/viewpoint-it-grc.htmlhttp://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://www.bmc.com/experts/reference-books/viewpoint-books/viewpoint-it-grc.htmlhttp://www.bmc.com/experts/reference-books/itil-books/itil-continual-service-improve.html
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    1 5

    INTRODUCING THE SELF-SERVICE PORTAL

    Why do eective IT organizations oer sel-service eatures or their users? Its simple,

    really a sel-service portal can deliver measurable gains in efciency and productivity.I users can easily get updates about ongoing issues, nd solutions to their problems, and

    request service in a simple but structured way, they are less likely to consume precious

    help desk resources.

    As you evaluate your choice o an IT help desk vendor, sel-service should be an important

    area o consideration. Some key questions include: Are the sel-service options accessible

    rom a variety o devices? Are they easy to use? How eective is the presentation and

    organization o sel-service inormation? The easier the system is to use, the greater the

    chance the resources will be used throughout your organization.

    BMC Remedyorce provides a simple and well-organized sel-service portal users can

    review current issues aecting the organization, see the most common problems theircolleagues are acing, and check out the associated solutions. Users can also request help

    rom the help desk using out-o-the-box templates, which can help save time and ensure

    greater consistency in how requests are submitted.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    The Remedyorce trial environment is perect or evaluating the sel-service portal on your

    own. However, this specic scenario can also help you:

    Explore the sel-service portal interace.

    Search and rate knowledge entries.

    Request multiple services rom the help desk.

    To see the scenario in action,watch the video here.

    YOU WILL NEED:10 MINUTES

    WATCH THE VIDEO NOW

    Evaluating the BMC Remedyforce Self-Service Portal

    http://www.bmc.com/products/demonstration/remedyforce-self-service.htmlhttp://www.bmc.com/products/demonstration/remedyforce-self-service.htmlhttp://www.bmc.com/products/demonstration/remedyforce-self-service.htmlhttp://www.bmc.com/products/demonstration/remedyforce-self-service.html
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    1 6

    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includes

    a link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Note the user nameand password or the end user; then, click Login as end user.

    2. You should now see the BMC Remedyorce log-in page. Enter the user name and pass-word or the end user, as shown above. Then, click Login.

    3. The Sel-Service Portal should appear. We will explore this interace in the next severalsteps.

    http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011
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    1 7

    4. Review the Sel-Service home page.

    Take a look at the areas highlighted on the portal page below.

    (Tip: To see the ull text without opening an item, you can mouse-over the dierent components.)

    5. Access and rate a Knowledge Base entry.

    In the Frequently Asked Questions section o the portal, click on the entry How do I reset my Blackberry?

    The entry will open in the Knowledge Base screen.

    Notice that there are a number o actions you can take rom here. You can:

    Read and then rate the Knowledge Base entry this impacts its relevance in uture searches and improvesthe accuracy o the Knowledge Base.

    Search externally online using the same search terms.

    View other related Knowledge Base entries by navigating the knowledge tree.

    Create a Service Request i you need assistance rom the help desk.

    Click on Sel Service Home to continue with the evaluation.

    The most popular service requests are

    listed here. A great deal o time can be

    saved by using these templates.

    Check or important updates in the scrolling bar

    and the Broadcasts section. This can save you

    the time o creating tickets about known issues.

    Search or solutions

    to problems.

    Any service requests you

    create will appear here.

    View the requently asked

    questions and responses

    rom the Knowledge Base.

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    6. Create Service Requests.

    Lets assume that youve been locked out o your user account, due to multiple log-in ailures.

    In the Top Service Requests section o the portal, click on the Password Reset entry.

    In the Describe What You Need dialog box, enter Sally Smith or the account name and Ssmi or the

    account ID. Then, click Submit.

    Click on Sel Service Home to continue with the evaluation.

    Next, lets imagine that your external hard drive ails too.

    In the What Do You Need Help With? section, type in the Search eld: My hard disk has crashed. Then,

    click on the Find Solution button.

    It looks like theres nothing in the Knowledge Base or this particular problem. Lets get some help.

    Click on the Submit a New Service Request link.

    In the Category dropdown menu, select Hardware.

    In the Describe What You Need eld, type: My hard disk crashed. I need a replacement and to have any data

    transerred. Then, click Submit.

    To help the support teams, you can nd the online warranty link and add it to the service request.

    Open the service request you just created.

    In the Documentation section o the service request, click the Add button.

    Next, click the URL radio button.

    Type the URL: http://www.dell.com/content/topics/global.aspx/policy/en/policy?c=us&l=en&s=gen&~secti

    on=010

    Click OK. Then, click Submit.

    On the navigation bar, click on Sel Service Home. This concludes Part 3 o the Remedyorce evaluation.

    http://www.dell.com/content/topics/global.aspx/policy/en/policy?c=us&l=en&s=gen&~section=010http://www.dell.com/content/topics/global.aspx/policy/en/policy?c=us&l=en&s=gen&~section=010http://www.dell.com/content/topics/global.aspx/policy/en/policy?c=us&l=en&s=gen&~section=010http://www.dell.com/content/topics/global.aspx/policy/en/policy?c=us&l=en&s=gen&~section=010
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    THE METRICS THAT MATTER

    How do you assess the relative eectiveness o your sel-service strategy? There are many parameters that

    can be analyzed. However, by ocusing on key perormance indicators that capture the uptake, cost, and impact

    o sel-service, you can be sure that you have a well-balanced appraisal that will acilitate corrective action or

    prompt urther investigation. The ollowing three metrics can be particularly revealing.

    PHONE CALL DEFLECTION RATE

    Organizations that have implemented sel-service oen report a signicant drop in the number o calls to the

    service desk. Phone-based interactions represent some o the highest costs per incident, and anything that

    can ree up an agent rom the phone yields great returns. When help desk services are provided promptly and

    appropriately via sel-service, its adoption tends to build signicantly over time.

    What you should aim or: 50% o incidents and service requests processed through sel-service.

    COST PER INCIDENT

    Sel-service help desk interactions cost organizations a raction o those initiated via the phone or in person.

    The savings largely results rom the removal o a rst-line agent rom the earlier phases o incident reporting

    and classication which, in turn, reduces the amount o time that agent spends investigating and resolving an

    incident.

    What you should aim or: A 25% reduction in the cost o providing help desk services.

    MEAN TIME TO RESOLUTION (MTTR)

    When users can quickly and easily categorize and record the challenge theyre having, or in many cases, take

    sel-initiated corrective action, you can dramatically reduce the time needed to resolve issues. The secret tohaving a measurable impact on MTTR is to develop an eective Knowledge Base thats delivered via your sel-

    service portal. In addition, you need to make sure that its easy to create service requests in a structured way

    that maximizes consistency and minimizes error.

    What you should aim or: A 20% reduction in MTTR.

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    WHAT THE EXPERTS SAY:

    BMC Remedyorce will save us approximately 25 percent the rst year, and will cutour costs nearly in hal in years two and three.Can Ersoz,

    Manager of Information Systems at Yakult

    WANT TO KNOW MORE?

    Learn more about empowering users with sel-service. Get the white paper.

    Get the ITIL perspective on providing sel-service.Read the ebook.

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    https://intranet.bmc.com/wwmarketing/sites001/solutions3/White%20Papers/Help_Yourself_An_Invitation_to_Automated_Self_Service_98272.pdfhttps://intranet.bmc.com/wwmarketing/sites001/solutions3/White%20Papers/Help_Yourself_An_Invitation_to_Automated_Self_Service_98272.pdfhttp://www.bmc.com/experts/reference-books/itil-books/itil-service-design.htmlhttp://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://www.bmc.com/experts/reference-books/itil-books/itil-service-design.htmlhttps://intranet.bmc.com/wwmarketing/sites001/solutions3/White%20Papers/Help_Yourself_An_Invitation_to_Automated_Self_Service_98272.pdf
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    INTRODUCING THE SERVICE DESK AGENT DASHBOARDS

    Inormation design and accessibility is a critical discipline in the optimization o an IT help

    desk application. Apart rom the obvious benets o an interace thats easy to use, readyaccess to critical inormation about support activity and associated trends has a direct and

    material impact on the eectiveness o your help desk. With a properly congured interace,

    agents spend less time and eort detecting patterns o ailure, investigating problems, and

    communicating the actionable results o their work.

    In your eorts to compare IT help desk systems, be sure to consider how inormation

    is presented in the principal interace or agents. It wont be absolutely perect or your

    organization, by deault, so ocus on how easy it will be to customize the interace over

    time. Make sure that the solution doesnt just acilitate the clear display o critical data

    investigate whether its equally straightorward to broadcast critical updates. You should

    also be able to correlate summary inormation to the underlying incidents, problems, and

    changes.

    BMC Remedyorce is designed to clearly and eectively display inormation within a highly

    congurable agent dashboard. Inormation can be conveyed in a variety o ormats, and

    dashboards can be customized or the tasks at hand. Its very easy to publish and monitor

    broadcasts and at any time you can access the underlying details or the inormation

    displayed in the dashboard.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    Feel ree to explore the Remedyorce dashboards on your own in the trial environment

    this scenario only scratches the surace o whats possible. In this scenario you will:

    Review the basic components o the Remedyorce dashboard.

    Learn about the power and exibility o the broadcast system.

    Find out how to customize the content and layout o the dashboard.

    To see the scenario in action, watch the video here.

    YOU WILL NEED:15 MINUTES

    WATCH THE VIDEO NOW

    Evaluating the BMC Remedyforce Service Desk Agent Dashboards

    http://www.bmc.com/products/demonstration/remedyforce-dashboards.htmlhttp://www.bmc.com/products/demonstration/remedyforce-dashboards.htmlhttp://www.bmc.com/products/demonstration/remedyforce-dashboards.htmlhttp://www.bmc.com/products/demonstration/remedyforce-dashboards.html
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    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includes

    a link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Note the user nameand password or IT sta; then, click Login as IT sta.

    2. You should now see the BMC Remedyorce log-in page. Enter the user name and pass-word or IT sta, as shown above. Then, click Login.

    3. The agent portal should appear. We will explore this interace in the next several steps.

    http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011
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    4. Review the agent portal.

    Take a look at the areas highlighted on the portal page below

    (Tip: To see the ull text without opening an item, you can mouse-over the dierent components.)

    As a service desk administrator, you can both

    view and edit broadcast entries. The broadcasts

    can be seen both as a scrolling banner and in the

    Broadcasts section. This can help prevent tickets

    rom being created about known issues.

    In the Workspaces panel, you

    can review the best-practice

    process documentation and

    owcharts

    Here you can see all current

    incidents ordered by priority.

    Everything on this My

    Dashboard panel can be

    congured and re-arranged to

    suit your needs.

    This section can display all

    incidents currently assigned

    to you.

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    5. Review a broadcast entry.

    Mouse-over the Broadcasts section on the righthand side o the agent portal.

    Double-click on w ww.calbro.net is DOWN.

    Note that broadcasts are highly congurable. You can adjust the timing, ownership, and display preerences and even select which groups can see the broadcast. In addition, you can add more detail and a resolution,

    when one exists. This means users and other help desk agents can take corrective action and reduce the net

    impact o a given problem.

    Scroll down to the bottom o the page and click Show Supporting Inormation.

    In the lehand column, click on Incidents.

    Note that any incidents related to this broadcast can be reviewed and accessed here; this capability is a great

    boost to agent productivity and can aid in problem investigation.

    Click on the X to close the Broadcasts panel.

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    6. Personalize the dashboard.

    From the agent portal, click on the My Dashboard tab.

    Find the Incidents by Category section, and click on the X to remove the section.

    Click on the Catalog panel on the lehand side o the screen.

    Click and hold down the mouse on My Tasks. Then, drag and drop it onto the dashboard area o the portal.

    Now you can see the specic tasks assigned to you.

    This concludes Part 4 o the Remedyorce evaluation.

    THE METRICS THAT MATTERThe presentation and conguration o inormation in an agents dashboard can have a direct impact on his/

    her productivity and eectiveness. Agents who can readily access and communicate inormation about current

    incidents, problems, and changes will spend less time in the initial phases o investigation and oen, they will

    avoid creating new incidents altogether. The inormation they broadcast can also stop end users rom reporting

    a known problem urther boosting the efciency o the entire help desk team.

    To assess the eectiveness o your agents help desk interace, as well as the inormation contained within it,

    consider the ollowing key perormance metrics. As always, metrics can be aected by isolated incidents, but

    measuring the overall trends particularly aer customizing the agent interace can be revealing.

    AVERAGE FIRST-CALL RESOLUTION RATE

    The rate at which agents can resolve incidents on the rst call can be directly impacted by the eective

    presentation o inormation. In particular, easy access to current ongoing support activities, such as recent

    problems and changes, can lead an agent to a satisactory resolution without urther investigation.

    What you should aim or: A 25% increase in rst-call resolution over time, along with upticks in average agent

    perormance.

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    MEAN TIME TO RESOLUTION (MTTR)

    The time it takes to resolve an issue can also be aected by the availability and ormat o inormation. Oen, an

    issue thats under investigation will be aecting other users and show up in other incidents reported to the help

    desk team. Agents who can see the pattern o incidents currently under management as well as monitor

    broadcasts are able to resolve incidents with greater speed.

    What you should aim or: An optimized agent interace could yield a 20% reduction in MTTR.

    STAFF PRODUCTIVITY

    The net eect o a lower MTTR and higher rst-call resolution rate is an overall increase in the productivity o

    your help desk agents. With their primary interace to the help desk system ully optimized and aligned with their

    responsibilities, help desk agents can resolve and manage a higher volume o activity.

    What you should aim or: Again, an optimized interace can result in a net increase o 20% in sta productivity.

    WANT TO KNOW MORE?

    Learn more about best practices or IT dashboards. Read the white paper.

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    http://documents.bmc.com/products/documents/72/99/67299/67299.pdfhttp://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://documents.bmc.com/products/documents/72/99/67299/67299.pdf
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    INTRODUCING INCIDENT MANAGEMENT

    Incident management is perhaps the most important unction per ormed by any IT help

    desk in act, the perceived value o an IT organization can be shaped by how well itmanages and responds to incidents. Eective incident management can also benet

    the business in terms o aster resolution times, minimized disruptions, and improved

    productivity.

    As you begin to evaluate IT help desk soware, be sure to consider the relative eectiveness

    o the incident management capabilities. Your agents will spend a great deal o time

    managing and responding to incidents, so it makes sense to arm them with the best tools

    possible.

    In addition to aligning with ITIL best practices, does the IT help desk soware include the

    right eatures or maximizing agent productivity? Are the incident management eatures

    easy to use? How well do they integrate with other IT service management unctions?These questions can help you assess the useulness o the interace and whether your

    agents can do what they need to do such as, viewing and creating related tasks, changes,

    and conguration items.

    BMC Remedyorce delivers incident management eatures that are based on our more than

    20 years o experience in the IT help desk industry. The interace is designed to meet the

    everyday needs o help desk agents. Incidents can be created and managed with built-in

    templates all rom within a clear and easy-to-use dashboard. Theres also seamless

    integration with other essential IT service management eatures, including problem,

    change, and conguration management.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    This scenario provides only a starting point or exploring the Remedyorce incident

    management capabilities be sure to see what else you can do on your own. In this

    scenario you will:

    Create an incident by using the built-in templates

    Review the key capabilities within the Incident Management interace

    Learn how to assign incidents and use other time-saving eatures See how incidents are integrated with other IT service management unctions

    To see the scenario in action, watch the video here.

    YOU WILL NEED:15 MINUTES

    WATCH THE VIDEO NOW

    Evaluating BMC Remedyforce Incident Management

    http://www.bmc.com/products/demonstration/remedyforce-incident-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-incident-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-incident-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-incident-management.html
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    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includes

    a link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Note the user nameand password or IT sta; then, click Login as IT sta.

    2. Ater logging into the trial, the agent portal should appear.

    3. Use an Incident template.

    Lets assume we get a call to the help desk on that old avorite the orgotten password. Well use a built-in

    template to make the logging and resolution o this issue a rapid and consistent process.

    http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011
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    On the righthand side o the agent dashboard, nd the Top Requests section and click on Password Reset.

    This will create a new incident.

    (Tip: I you cant nd the Top Requests section, it may just be hidden rom view. Click the small arrow buttons

    in the top righthand corner to cycle through the open sections. I you still cant nd it, simply add it using the +

    button next to the arrows.)

    Note that the new incident includes a deault category or the password reset, and some required inormation

    to be lled out in the Description eld.

    In the Last Name eld, type Smi to begin looking up the end-users name. Then, click on Smith, Sally.

    Click on the Save icon.

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    4. Review an Incident record.

    Lets take some time to explore the Incident record you just created.

    5. Assign an incident to someone and take a ollow-up call.

    Click on the Assignment (people) icon at the top o the incident you just created.

    The impact and urgency levels are used

    to calculate the priority, and the priority

    drives the due date.

    Explore each o these options to

    see how an incident is integrated

    with the other components o BMC

    Remedyorce and how easy it is to

    navigate to important supporting

    inormation.

    Check here to see a quick

    visual status o the incident.

    The impact level is dened by the help

    desk agent thats creating the ticket.

    Urgency can either be driven by the end

    users (how important it eels to them)

    or the category.

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    The Tasks tab Review and open any o the tasks associated with the resolution o this incident, create new

    tasks, or re-assign a task to someone else.

    The Change Requests tab Determine i any change requests are already linked to this incident, link an

    existing change request, or create a new one that relates to this incident. This shows the integration between

    IT service management unctions in Remedyorce.

    The Documentation tab Review any documents or les that have been associated with this incident or add

    a new attachment.

    The Auditing tab Examine the history o all the major changes made to the incident, along with the details

    o who made the change and when.

    THE METRICS THAT MATTER

    Incident management is a notoriously difcult area to measure eectively; there are countless data-points

    on which you can ocus and some o them need to be considered together to make sense o what is really

    happening. For example, call handling time is an interesting measurement, but you need to also track customer

    satisaction to make sure that you are delivering an eective service and not just a rapid one.

    However, there are three key points o measurement that can deliver real insight into the quality o your incident

    management services. These metrics can also be used to prompt urther investigation, as needed.

    CUSTOMER SATISFACTION

    Customer satisaction continues to be the single, most important measurement or any help desk organization.

    A long-term trend in high customer satisaction can reect the eorts youve put in place to improve incident

    management. Fast responses, eective and lasting resolutions, and timely communications can all contribute to

    a positive perception o the help desk by the end user.

    What you should aim or: To achieve and maintain better than 90% satisaction

    SLA ADHERENCE

    This is a compound measurement o several metrics, and it is a very good starting point or tracking the

    perormance o your incident management processes and systems. In essence, you are measuring how well

    your organization has delivered upon its SLAs with the business. Organizations oen ocus on an aggregate o

    the SLAs relating to response time and resolution rates. When you can combine good SLA scores with a high

    customer satisaction rating, you can be sure that youre providing optimal levels o incident management.

    What you should aim or: 95% or higher SLA adherence

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    HELP DESK AGENT SATISFACTION

    Help desk agent satisaction is oen overlooked, but it can actually be a deeply revealing measurement o

    your incident management services in act, theres more and more interest in this critical metric. Help

    desk agents, particularly those in rst-line positions, spend a great deal o their time processing incidents in

    accordance with the processes you have in place and using the soware you selected. With that in mind, you

    can be sure that opportunities or optimization are going to reliably show up in the eedback you get rom your

    agents and probably earlier than anywhere else.

    What you should aim or: Greater than 80% overall agent satisaction

    WANT TO KNOW MORE?

    Read about the ITIL best practices or incident management.Get the ebook.

    Learn how to maximize the value o your IT help desk. Read the white paper.

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    http://www.bmc.com/experts/reference-books/itil-books/itil-service-operation.htmlhttp://documents.bmc.com/products/documents/14/65/91465/91465.pdfhttp://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://documents.bmc.com/products/documents/14/65/91465/91465.pdfhttp://www.bmc.com/experts/reference-books/itil-books/itil-service-operation.html
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    INTRODUCING PROBLEM MANAGEMENT:

    Problem management is oen overlooked and not considered to be a critical process in

    many IT service management organizations. However, IT organizations that have a solidproblem management workow tend to deliver higher quality services. Thanks to the timely

    investigation and correction o underlying root causes, the entire business can reap the

    benets o ewer service outages overall and a aster time to resolution when problems do

    occur.

    Eective problem investigation is tied to your ability to link problems with related incidents,

    changes and conguration items. This way, you can determine how a problem impacts

    other services, understand which devices are involved, and record details o any changes

    that caused or will correct the underlying root cause. As you evaluate IT help desk tools, be

    sure to look or seamless integration between processes and eatures that enable you to

    link all relevant inormation with your problem records.

    BMC Remedyorce aligns with ITIL best practices or problem management. With

    comprehensive integration o IT service management unctions, your agents can easily

    review all o the pertinent inormation when investigating problems. They can also create

    detailed and auditable records o their investigation, so theres a clear history o everything

    that took place throughout the problem management process.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    The ollowing scenario shows you how to use Remedyorce to create a new problem

    record and link it with related incidents. Youll learn about the supporting details that can be

    included with each problem, and explore the integration with other IT service management

    unctions.

    .

    To see the scenario in action, watch the video here.

    YOU WILL NEED:10 MINUTES

    WATCH THE VIDEO NOW

    Evaluating BMC Remedyforce Problem Management

    http://www.bmc.com/products/demonstration/remedyforce-problem-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-problem-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-problem-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-problem-management.html
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    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includes

    a link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Note the user nameand password or IT sta; then, click Login as IT sta.

    2. Ater logging into the trial, the agent portal should appear.

    3. Create a problem and relate an incident.

    On the Workspaces panel, under Problem Management, click on Problems.

    On the Problems tab, click on the New icon to open a new problem record.

    http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011http://go.bmc.com/forms/ESM_Trial_Remedyforce_Gateway_BMCcom_EN_Aug2011
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    In Problem Source dropdown menu, select Incident.

    In the Category eld, click on the dropdown arrow. The Select From Categories dialog box will appear.

    In the Select From Categories dialog box, scroll down and double-click on Telecommunication. The

    problem record will appear again with the category lled in.

    In the Description eld o the problem record, type: BlackBerry server is not sending emails.

    Click on the Save icon.

    In the Details section o the problem record, click on the Impact dropdown arrow.

    In the Select From Impacts dialog box that appears, double-click on High.

    Repeat the process with the Urgency dropdown menu and select Medium.

    Open the Supporting Inormation tab by clicking on the Show Supporting Inormation link at the bottom o

    the problem record.

    Click on the Incidents tab.

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    Note that since this is a new problem, there may not be any incidents related to it. You may have to link one

    manually.

    Click on the Actions (cog) icon dropdown menu and select Link Incident. Double-click on any o the

    incidents. The problem record will appear again now showing the incident you just linked.

    4. Review a problem record and its related inormation.

    On the Workspaces panel, under Problem Management, click on Problems.

    Double-click on problem number 00000000.

    Review the basic inormation about the problem source, description, resolution, details, and any related

    broadcasts. The Note eld is designed or agents to record the steps they took to resolve the problem.

    Next, click on the Show Supporting Inormation link at the bottom o the problem record.

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    Note that the problem management process is tightly integrated with other IT service management

    processes within Remedyorce.

    From the Supporting Inormation tab, you can see the related:

    History or the problem

    Incidents resulting rom the underlying root cause

    Changes that may have caused or helped resolve the problem

    Conguration items that are part o the root cause or impacted by the problem

    Tasks associated with resolving the problem

    Associated documentation

    A ull audit trail or accountability and measurement

    THE METRICS THAT MATTER

    Eective problem management is all about the speed and efciency o root cause investigation and resolution.

    The goal is to minimize the impact to the organization and to prevent the likelihood o urther recurrence o the

    problem. The ollowing metrics support these objectives.

    .

    MEAN TIME TO RESOLUTION (MTTR)

    MTTR is an important measurement in many best-practice processes but in problem investigation, it is an

    absolutely critical key perormance indicator (KPI). Your problem management process and supporting tools

    should support your teams in investigating and resolving problems and their underlying root causes in as short

    a time as possible.

    What you should aim or: A 25% reduction in MTTR over time

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    INCIDENT VOLUME

    Organizations that become accomplished in problem management tend to reduce their overall incident volume

    over time largely as a unction o ewer recurrent problems. Its important, however, to distinguish incidents

    linked to underlying problems rom other types o incidents. This way, you can more accurately measure the

    impact o your problem management approach.

    What you should aim or: A 20% reduction in Incidents resulting rom inrastructure problems over time

    MEAN TIME BETWEEN FAILURE (MTBF)

    I your problem management strategy is working well, you can expect that the investigation and elimination o

    root causes will result in greater service stability. This can result in ewer outages over time, and thereore, a

    longer interval between them (MTBF).

    What you should aim or: A 50% increase in MTBF in your critical business services

    WANT TO KNOW MORE?

    Read about the ITIL best practices or incident management. Get the ebook.

    Learn how to maximize the value o your IT help desk. Read the white paper.

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    http://www.bmc.com/experts/reference-books/itil-books/itil-service-operation.htmlhttp://documents.bmc.com/products/documents/14/65/91465/91465.pdfhttp://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://documents.bmc.com/products/documents/14/65/91465/91465.pdfhttp://www.bmc.com/experts/reference-books/itil-books/itil-service-operation.html
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    INTRODUCING CHANGE MANAGEMENT

    Change management is one o the most critical processes or any IT organization the

    disastrous results o poorly planned and uncoordinated changes are all too amiliar.Unplanned outages o critical business processes can be highly expensive, damage the

    business reputation, and result in the loss o customers. The good news is that a great deal

    can be done to improve your organizations eectiveness throughout the change liecycle.

    As you evaluate potential IT help desk solutions, ocus on the ull range o their change

    management capabilities and how well the processes are integrated with other IT service

    management unctions. Make sure that the workow extends beyond a simple record o

    change its important that best practices are enorced in terms o planning, assessment,

    and approval.

    The ability to understand and visualize the dependencies across dierent conguration

    items is o real value in planning changes. Similarly, the degree to which correlations andrelationships can be made between changes and other process records will have a material

    impact on the quality o your change management process.

    BMC Remedyorce supports a comprehensive and well-integrated change management

    process. The application aligns with recognized best practices the workow is

    documented and visible to users at all time. You can plan, coordinate, and execute changes

    within an easy-to-use interace, which includes conguration management details and

    visual tools. Plus, theres an intuitive assessment and approval process.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    The ollowing scenario shows you how to use Remedyorce to review a change request

    and all o its supporting inormation. Youll also get to explore the workows around

    change requests, including change assessments, change approvals, and conguration

    management.

    To see the scenario in action, watch the video here.

    YOU WILL NEED:10 MINUTES

    WATCH THE VIDEO NOW

    Evaluating BMC Remedyforce Change Management

    http://www.bmc.com/products/demonstration/remedyforce-change-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-change-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-change-management.htmlhttp://www.bmc.com/products/demonstration/remedyforce-change-management.html
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    4 1

    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includes

    a link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Note the user nameand password or IT sta; then, click Login as IT sta.

    2. Ater logging into the trial, the agent portal should appear.

    3. Review a change request.

    On the Workspaces panel, under Change Management, click on Change Requests.

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    Note that in addition to change requests, you can manage change assessments, approvals, scheduling,

    and projected service outages. In act, Remedyorce provides everything you need to support a highly

    sophisticated and integrated change management process.

    On the Change Requests tab, double-click on CR00000003. Take some time to review the inormation on

    the change request.

    4. Explore the supporting inormation.

    Click on the Show Supporting Inormation link at the bottom o the change request.

    Under Supporting Inormation, click on the Change Assessments tab. Then, double-click on the item in the

    list.

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    4 3

    Note that requested changes can be sent to key individuals or assessment, which is a critical part o the

    change planning and approval process. The reviewer can see the details o the change, assess the technical,

    nancial, and business risks, and provide comments.

    Close the change assessment.

    In the Supporting Inormation section o the change request, click on the Conguration Items tab. Note that

    this request links to Cisco 3620-houston01.

    Scroll to the top o the change request, and click on the Launch CI Explorer (monitors) icon.

    The CI Explorer should appear. At the center o screen, note the location o the conguration item and its

    related dependencies. This helps you more accurately assess the risks o makinig the change and the

    potential impact.

    Note that on the lehand side o the CI Explorer, you can also see how this conguration item relates to change

    requests, incidents, problems, and tasks. This is a very powerul tool in the assessment and management

    o change, and clearly demonstrates the depth o integration between processes and capabilities in

    Remedyorce.

    Next, lets review a change approval record. Close the CI Explorer.

    In the Supporting Inormation section o the change request, click on the Change Approvals tab. Then,

    double-click on any o the entries in the list.

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    4 4

    The approval record should appear.

    Review the change request inormation thats sent to each approver. Note that you can also launch the CI

    Explorer rom here, so you can make an integrated risk assessment.

    THE METRICS THAT MATTER

    Careully coordinated changes can have a positive impact on a huge range o key perormance criteria. I you

    can understand the impact and risks involved with changes beore they are made, you can avoid major servicedisruptions and eliminate costly repercussions or the business.

    However, the ollowing metrics can help you ensure that your change management processes, teams, and

    supporting systems are well aligned and delivering maximum benets. Its critical that you measure how

    your change management approach aects your service availability and how well your organization actually

    executes changes.

    UNPLANNED OUTAGES DUE TO CHANGES

    Its very important to correlate change activity to any unplanned outages that occur. A high volume o unplanned

    outages that result rom a change is oen a sign o a weakness in the process it can point to gaps in duediligence in the risk assessment.

    What you should aim or: A 50% reduction in the volume o unplanned outages resulting rom changes over

    time.

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    4 5

    INCIDENTS RESULTING FROM CHANGES

    Its also key to track the incident volume that result rom changes this is a related, but separate measurement

    rom the unplanned outage metric described above. Changes can cause incidents that are related to slowdowns

    in perormance, or critical services can be impaired in other ways. A high volume o incidents resulting rom

    a change can reect weakness throughout the entire change management process although, oen, the

    weakness is in the planning stages.

    What you should aim or: A 50% reduction in the volume o incidents resulting rom changes

    FAILED CHANGES

    Its very important to understand how oen you have to back out or re-work changes. This metric will help

    you assess the eectiveness o your change execution processes, and it oen highlights deciencies in the

    communication and coordination between teams. With a unied change management approach, you can reduce

    the number o problems that occur and improve productivity across the organization.

    What you should aim or: A 25% reduction in the number o ailed changes

    WANT TO KNOW MORE?

    Explore the best practices or change management. Read this white paper.

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    http://documents.bmc.com/products/documents/18/57/161857/161857.pdfhttp://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://documents.bmc.com/products/documents/18/57/161857/161857.pdf
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    4 6

    INTRODUCING CHATTER INTEGRATION

    The ability or help desk agents and other IT teams to collaborate in real-time has been

    a long-term goal or many IT service management organizations. Email integration andknowledge management have undoubtedly helped but they havent gone ar enough to

    support the immediacy and interactivity required or resolving incidents, problems, and

    changes.

    The recent inclusion o collaboration platorms, similar in unction to popular social media

    sites such as Facebook, has been a real step orward in the ability o a help desk team to

    leverage the collective capabilities o its employees and provide an even greater quality o

    service.

    As you evaluate IT help desk applications, careully consider how well they support

    collaboration. Do they include an integrated social media platorm? Does the integration

    go beyond supporting communication between interested parties and instead, enableagents to also reerence the key IT service management processes and their associated

    records?

    BMC Remedyorce uses Salesorce.coms Chatter platorm a sophisticated collaboration

    platorm that has gained real credibility with support teams worldwide. The Chatter

    integration permits communication between help desk agents and other IT teams, and it

    links into the critical IT service management processes themselves. Incidents, problems,

    changes, conguration items, broadcasts, and people all have dedicated eeds that can be

    subscribed to with updates provided in real-time.

    WHAT YOULL SEE IN THE REMEDYFORCE TRIAL

    In the ollowing scenario you will get to explore the main Chatter eed in the Remedyorce

    trial environment. You will get to:

    Review interactions in the Chatter eed

    Learn how Chatter supports change management

    Create and share your own Chatter update

    To see the scenario in action, watch the video here.

    YOU WILL NEED:5 MINUTES

    WATCH THE VIDEO NOW

    Evaluating BMC Remedyforce Chatter Integration

    http://www.bmc.com/products/demonstration/remedyforce-chatter.htmlhttp://www.bmc.com/products/demonstration/remedyforce-chatter.htmlhttp://www.bmc.com/products/demonstration/remedyforce-chatter.htmlhttp://www.bmc.com/products/demonstration/remedyforce-chatter.html
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    LETS GET STARTED.

    First, locate the Welcome email you received aer registering or the BMC Remedyorce trial. This email includes

    a link or launching the trial. I you have not yet registered or the trial, register here and the email will be sent

    to you.

    1. Use the link in your Welcome email to launch the Remedyorce trial. Note the user nameand password or IT sta; then, click Login as IT sta.

    2. Ater logging into the trial, the agent portal should appear.

    3. Open the Chatter eed.

    On the Workspaces panel, under Chatter, click on Chatter Feed.

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    The Chatter Feed tab should appear.

    Note that you can subscribe to updates rom other users, as well as incidents, problems, conguration items,

    changes, FAQs, and broadcasts. This way, you can see any updates as soon as they are made.

    4. Use Chatter within a change request.

    On the Chatter Feed tab, click on an entry relating to a change request. The Change Request should appear.

    On the righthand side o the change request, click on Change Request Chatter Feed. The Chatter eed or this

    change request should now appear.

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    In the Change Request Chatter Feed section, enter a status update, and click Share.

    Your post will now be visible to all members o this group and automatically update anyone whos ollowing

    this change. This can signicantly improve communication, collaboration, and resolution times.

    In act, incidents, problems, changes, broadcasts, and FAQs all have record-specic Chatter eeds or quick

    access and collaboration around a specic record.

    THE METRICS THAT MATTER

    Social media collaboration platorms like Chatter are helping to improve the productivity o IT help desk agents

    worldwide and they are also starting to have a measurable impact on quality o service. Salesorce.com,

    which developed and hosts the Chatter platorm, has analyzed the eectiveness o support teams that use

    Chatter. This section includes some o their ndings.

    TIME TAKEN TO FIND RESOLVING INFORMATION

    As shown in the trial scenario, one o the most eective uses o Chatter integration is to consult with other

    colleagues on what to do next or to share a successul resolution. These responses are oen very rapid, and

    they typically provide inormation thats not available in the Knowledge Base or readily accessible through other

    means. This can signicantly reduce the average time taken to nd inormation which, in turn, may drive other

    key perormance indicators (KPIs), such as mean time to repair (MTTR).

    What you should aim or: A 50% or more reduction in time taken

    EMAIL VOLUME

    Using Chatter or collaboration between help desk agents and other IT teams tends to cut down greatly on theuse o email relating to specic incidents, changes, and so on. Agents report this reduction in email trafc to be

    highly benecial, and they nd that using Chatter in place o email allows them to ocus more on the tasks at

    hand.

    What you should aim or: A 30% reduction in support-related email volume

    INTER-AGENT AND INTER-TEAM COLLABORATION

    Many IT support teams suer rom a lack o collaboration between agents and teams. Incidents can be resolved

    more quickly and changes coordinated more careully when theres an easy way to share inormation

    across the organization. The Salesorce.com research showed a signicant increase in the amount ocollaboration happening in organizations that use Chatter. This increase clearly drives a number o other metrics

    relating to resolution times, quality o service, and even sta satisaction.

    What you should aim or: A 30% or higher increase in collaboration

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    BUSINESS RUNS ON IT. IT RUNS ON BMC SOFTWARE.

    Business thrives when IT runs smarter, aster and stronger. Thats why the most demanding IT organizations in

    the world rely on BMC Soware across distributed, mainrame, virtual and cloud environments. Recognized as the

    leader in Business Service Management, BMC oers a comprehensive approach and unied platorm that helps IT

    organizations cut cost, reduce risk and drive business prot. For the our scal quarters endedJune 30, 2011, BMC revenue was approximately $2.1 billion.

    WANT TO KNOW MORE?

    Get all the details about the Chatter platorm. Visit the Salesforce.com microsite.

    WHAT TO DO NEXT

    NEED TO GET IN TOUCH?

    Call us at 18558347487 or email us.

    READY TO BUY?

    Purchase BMC Remedyorce now.

    http://www.salesforce.com/chatter/whatischatter/http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://go.bmc.com/forms/ESM_ContactMe_RF_ProdPagePromo_BMCcom_EN_May2011http://www.salesforce.com/chatter/whatischatter/