Lesson 1-Introduction to the Help Desk

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Lesson 1-Introduction to the Help Desk Overview  Introduction to help desk.  Characteristics of users.  Problems experienced by users with technology.  Components of a successful help desk.  Measuring help desk performance. Introduction to Help Desk Origin:  The introduction of personal computer (PC) in early 1980s increased the need for technical support.  Technical support refers to services that enable individuals and businesses to effectively use technology. Introduction to Help Desk Origin (continued):  Increased requests for support led to the creation of telephone centers, called hotlines or help lines, staffed by support personnel.  Formal procedures for tracking incoming calls were developed, leading to the development of sophisticated help desk processes. Introduction to Help Desk  A help desk is a single point-of-contact in an organization that provides support to individuals who use technology to perform their jobs.  It is a service organization.  The two primary types of help desk are internal help desk and external help desk. Introduction to Help Desk Technology in use:  The types of technology used in business are categorized as hardware, communication devices, and software.  Hardware includes computers, printers, cables, and modems.  Communication devices enable two or more computers to exchange data, instructions, and information with each other. Introduction to Help Desk Technology in use (continued):  Software refers to operating systems and applications software.  Major categories of application software include word processors, spreadsheet, database, Web browser, graphics, scheduling and planning, and e-mail. Characteristics of Users  Experience with technology - Some users may have little or no experience using computers, while a few others may possess a high level of skill.  Exposure to technology - Users also differ in their exposure to different types of technology.  Reliance on technology - Some jobs necessitates the regular use of technology, while others demand less frequent use. Problems Experienced by Users with Technology Hardware problems:  Hardware problems usually occur when a change is made to the current configuration by adding new hardware or upgrading existing equipment.  A typical hardware setup consists of products from different manufacturers. Problems Experienced by Users with Technology Software problems:  The majority of software problems are related to installation, compatibility, and performance.  Most software includes an automatic installation program. Problems Experienced by Users with Technology Software problems (continued):  The program writes the necessary files to the user’s hard drive, and makes changes to the operating system so that it will recognize the new software.  Software programs do not always run at the same speed, and performance may vary widely depending on various factors. Problems Experienced by Users with Technology Network problems:  A network is a group of two or more computers linked together by a communications device.  Due to the complexity of network communications, errors may originate from a variety of sources, making network problems difficult to diagnose. Problems Experienced by Users with Technology Security problems:  One of the most common forms of computer security is to limit access to the company’s network, which is accomplished by creating user accounts.  User accounts contain a variety of information, and include a user ID and password for signing on to the network.  User accounts also limit users’ access to certain areas of the network. Problems Experienced by Users with Technology Operating system problems:  Operating system errors manifest themselves in different ways including a frozen cursor or screen, a blank or flickering dialog box, among others.  These errors may occur due to conflicts between software and hardware, computer viruses, and corrupt files.  A few problems may be a direct result of the user’s mistakes or the user’s ignorance about the software. Components of a Successful Help Desk  People skills.  Process management.  Help desk tools. People Skills Communication skills:  Listening - It is an interactive process of hearing and responding.  Questioning - The process of extracting information from the user that will help resolve the problem quickly.  Communicating - It involves active interaction with the user, which may be verbal or written. People Skills Problem-solving skills:  The basic steps in the problem-solving process are defining the problem, analyzing the facts, generating possible solutions, evaluating solutions, and developing a plan.  The support specialist uses a variety of skills, including criticalthinking skills and decision-making skills to solve problems. People Skills Customer-service skills:  Customer service is the process of satisfying customers.  Customer satisfaction depends on the customer’s expectations of the service and the actual service provided. People Skills Customer-service skills (continued):  A Service Level Agreement (SLA) has been developed to help manage customer expectations.  SLA is a formal, quantitative statement of the scope and level of services provided by a help desk. People Skills Technical skills and business skills:  Help desk personnel are required to have technical skills to support the technologies used in the business. They are also required to possess communication or interpersonal skills.  Help desk personnel are also required to learn about the industry they support. Process Management  Problem management is the process of receiving, monitoring, and resolving problems that are reported to the help desk.  Request/change management is the process of responding to user requests for hardware, software, or services. Process Management  Asset management is the process of collecting and maintaining data about a company’s technology assets, which includes hardware and software.  Security management is the process of providing and maintaining security for the organization’s assets, which pertains to information. Process Management Knowledge management:  Knowledge management is the process of collecting, organizing, analyzing, and distributing information.  Help desks collect and manage the knowledge they gather to create a knowledge base.  A knowledge base is a database of related information used as a resource by help desk personnel and end users. Process Management Network management:  Network management is the process of managing and controlling the network configurations within the organization.  Network management software monitors the amount of traffic on the network and the level at which the network is performing. Help Desk Tools Problem management tools:  Problem management tools log, track, route, and record information about problems reported to the help desk.  A major component of a problem management system is computer telephony.  Computer telephony describes tools that combine telephone and computer technology into one system. Help Desk Tools Problem resolution tools:  Problem resolution tools are used to determine the cause of users’ problems and to develop effective solutions.  Diagnostic tools are used to identify the source of a user’s problem.  Self-help technology provides users with the resources to solve their own problems. Measuring Help Desk Performance  Effectiveness of the help desk is determined by analyzing the efficiency of the help desk itself and the satisfaction levels of the customers.  Metrics are quantitative measures of the efficiency of the help desk.  Customer satisfaction ratings indicate end users’ perception of the help desk’s value. Summary  A help desk is a service organization that provides support to individuals who use technology to perform their jobs.  Help desk personnel should possess communication, problem solving, customer service, technical, and business skills.  The processes common to help desks are problem, request/change, knowledge, asset, network, and security management. Summary  Help desk tools can be categorized into problem management tools and problem resolution tools.  Effectiveness of the help desk is determined by analyzing the efficiency of the help desk itself and the satisfaction levels of customers.

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