Chapter 1: Introduction to the Help Desk |
| 1.1 | Origins of the Help Desk |
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| 1.2 | What Is a Help Desk? |
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Support for Users
Technologies in Use |
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| 1.3 | Characteristics of Users |
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Experience with Technology
Exposure to Technology
Reliance on Technology |
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| 1.4 | Common User Problems |
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Hardware Problems
Software Problems
Network Problems
Security Problems
Operating System Problems |
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| 1.5 | Components of a Successful Help Desk |
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People Skills
Process Management
Help Desk Tools |
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| 1.6 | Measuring Help Desk Performance |
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Objective Measures
Customer Satisfaction
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Chapter 2: Organization and People
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| 2.1 | Help Desk Location |
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Centralized
Decentralized |
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| 2.2 | Help Desk Structure |
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Pool
Dispatch
Tiered
Specialized Structure
Method Structure |
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| 2.3 | Outsourcing |
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Reasons for Outsourcing
Advantages and Disadvantages of Outsourcing
Outsourcing and Job Opportunities |
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| 2.4 | Help Desk Careers |
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Career Stages
Position Requirements |
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| 2.5 | Certification |
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Position Certification
Product Certifications |
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| 2.6 | Information Technology Career Paths |
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Help Desk Management
Network Engineering
Quality Assurance
Software Engineering
Database Administration
Project Management
Web Production and Development
Guidelines for Career Advancement
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Chapter 3: Receiving the Incident
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| 3.1 | Receiving the Incident |
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Step 1: Becoming Aware of the Problem
Step 2: Contacting the Help Desk
Step 3: Authenticating the Problem and Verifying the User
Step 4: Logging the Call
Step 5: Screening the Call
Step 6: Prioritizing the Call |
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| 3.2 | The Listening Process |
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Step 1: Receiving the Message
Step 2: Interpreting the Message
Step 3: Evaluating the Message
Step 4: Responding to the Message |
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| 3.3 | Help Desk Challenges |
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Handling Emotions
Ignoring Distractions
Dealing with Different Levels of Knowledge
Communicating by Telephone
Varied Communication Styles |
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| 3.4 | Guidelines for Effective Communication |
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Listening to the Caller
Communicating with the Caller |
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| 3.5 | Barriers to Effective Communication |
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The Origin of Problems
Caller Responses to Avoid
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Chapter 4: Processing and Resolving the Incident
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| 4.1 | Step 1: Identifying the Problem |
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Collect Data
Rule Out the Obvious |
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| 4.2 | Step 2: Determining the Cause of the Problem |
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Open-Ended and Closed-Ended Questions
Replication
Root Cause Analysis |
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| 4.3 | Step 3: Generating Options |
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Brainstorming
Thinking Outside the Box |
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| 4.4 | Step 4: Evaluating and Prioritizing Options |
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Module Replacement
Hypothesis Testing
Configuration Management |
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| 4.5 | Step 5: Determining a Course of Action |
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Decision Making |
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| 4.6 | Problem-Solving Challenges |
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Stressful Situations
Diverse User Base |
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| 4.7 | Problem Ownership |
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Responsibilities
Notification |
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| 4.8 | Escalating Problems |
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Escalation Policies
Nontechnical Escalation |
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| 4.9 | Dealing with Difficult Users |
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The Angry Caller
The Abusive Caller
The Talkative User |
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| 4.10 | Resolving Calls |
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Closing Calls
Determining User Satisfaction
Following-Up |
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| 4.11 | Documenting Calls |
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Information and Knowledge
Benefits of Documenting Calls
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Chapter 5: Computer Telephony Integration
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| 5.1 | The Need for Automation |
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Private Branch Exchange (PBX)
Centrex Systems |
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| 5.2 | Automated Call Distributors |
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Call Routing
Methods for Routing Calls
Data Collection |
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| 5.3 | Interactive Voice Response |
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Voice Applications
Voice over Internet Protocol (voIP)
Speech Recognition
Convert Speech to Text
Collect Caller Information
Assistance for People with Motor Skill Impairments
Obtain Status of Most Recent Open Request
Authenticate Callers |
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| 5.4 | Computer Telephony Integration (CTI) |
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Widespread Availability
Features and Benefits
Advantages of CTI
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Chapter 6: Web-Based Support
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| 6.1 | Self-Service Support |
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Evolution of Self-Service Support
Advantages of Self-Service Support
Characteristics of an Effective Support Web Site
Problems Suited to Self-Service Solutions |
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| 6.2 | Progressive Support Options |
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Stage 1: Automated Help
Stage 2: Self-Service
Stage 3: Real-Time Assisted Support
Stage 4: Delayed Assisted Support |
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| 6.3 | Web-Based Support Tools |
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Automated Support: Self-Healing Programs
Self Service: Knowledgebase
Self-Service: Frequently Asked Questions (FAQs)
Self-Service: Online Documentation
Real-Time Assisted Support: Live Chat
Real-Time Assisted Support: Remote
Control Programs
Delayed Assisted Support: E-mail
Delayed Assisted Support: Discussion Forums |
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| 6.4 | Web-Based Support: Benefits and Challenges |
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Benefits
Challenges
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Chapter 7: Performance Management
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| 7.1 | Service Level Agreements |
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Characteristics of Effective Service Level Agreements
Benefits of Service Level Agreements |
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| 7.2 | Performance Metrics |
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Using Metrics
Sources of Data
Interpreting Metrics
Reviewing Performance and Reporting Results
Reviewing and Revising Performance Metrics |
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| 7.3 | Customer Satisfaction |
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Measuring Customer Satisfaction
Communicating Results |
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| 7.4 | Call Monitoring |
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Monitoring Formats
Characteristics of an Effective Call
Monitoring System |
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| 7.5 | Quality Versus Cost |
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Determining Operating Costs
Interpreting Cost per Call
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Chapter 8: Knowledge Management
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| 8.1 | Benefits of Knowledge Management |
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Decreased Call Volume
Shared Expertise
Reduced Training Time
Reusable Solutions
Enriched Job Content
Personal Empowerment
Continuous Improvement |
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| 8.2 | Characteristics of an Effective Knowledge Base |
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Easy to Use
Simple to Maintain
Relevant
Accessible |
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| 8.3 | Proactive and Reactive Knowledge Management |
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Reactive Knowledge Management
Proactive Knowledge Management |
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| 8.4 | Components of Knowledge Based Solutions |
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Situation
Analysis
Information
Resolution |
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| 8.5 | Knowledge Management Processes |
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Capture.
Structure.
Review
Release and Maintain |
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| 8.6 | Knowledge Base Search Methods |
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Keyword Search Engine
Natural-Language Processing
Expert Systems
Case-Based Reasoning |
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| 8.7 | Knowledge Management Metrics |
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Development of New Metrics
Reevaluation of Existing Metrics |
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| 8.8 | Barriers to Effective Knowledge Management |
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Fear of Job Loss
Fear of Losing Value to the Organization
Fear of Change
New Opportunities
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Chapter 9: Asset and Security Management
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| 9.1 | Asset Management |
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Challenges of IT Asset Management
Benefits of IT Asset Management |
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| 9.2 | Tracking Assets |
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Collecting Asset Information
Accessing the Database |
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| 9.3 | Asset Management and the Help Desk |
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Availability of Configuration Information
Accuracy of Information
Prevention of Widespread Problems
Remote Diagnosis of Problems
Detection of Unauthorized Software
Determination of Total Cost of Ownership
Implementation of Change Requests
Tracking of Warranty and Maintenance Information |
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| 9.4 | Threats to Computer Security |
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Sources of Security Threats
Physical Security
Network Security |
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| 9.5 | Security Processes |
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Identifying Assets
Assessing Security Needs and Risks
Preparing for Security Violations
Monitoring Networks and Their Use
Responding to Incidents |
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| 9.6 | Additional Security Measures |
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Backups
User Awareness and Education
Disaster Recovery
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Chapter 10: Help Desk Survival Guide
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| 10.1 | Stress in the Workplace |
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Burnout
Responses to Stress
Good Stress, Bad Stress
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| 10.2 | Symptoms of Stress |
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Physiological Symptoms
Psychological Symptoms
Behavioral Symptoms |
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| 10.3 | Sources of Stress in the Workplace |
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Time Pressure
Workload
Threats to Job Security
Interpersonal Interactions
Workplace Environment
Information Overload |
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| 10.4 | The Challenge of Change |
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Resisting Change
Viewing Change as Opportunity |
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| 10.5 | Creating a Positive Work Environment |
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Organizational Efforts
Individual Efforts
Techniques for Managing Stress
Help Desk Simulation
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Appendix: Introduction to HelpStar
Glossary
Index
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