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Help Desk Concepts and Skills
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Mike Meyers' Series


Student Edition
Instructor Edition
Introduction to Help Desk Concepts and Skills

Susan M. Sanderson

ISBN: 007821677x
Copyright year: 2004

Table of Contents



Chapter 1: Introduction to the Help Desk
 1.1Origins of the Help Desk
   
 1.2What Is a Help Desk?
   Support for Users
Technologies in Use
   
 1.3Characteristics of Users
   Experience with Technology
Exposure to Technology
Reliance on Technology
   
 1.4Common User Problems
   Hardware Problems
Software Problems
Network Problems
Security Problems
Operating System Problems
   
 1.5Components of a Successful Help Desk
   People Skills
Process Management
Help Desk Tools
   
 1.6Measuring Help Desk Performance
   Objective Measures
Customer Satisfaction

Chapter 2: Organization and People

 2.1Help Desk Location
   Centralized
Decentralized
   
 2.2Help Desk Structure
   Pool
Dispatch
Tiered
Specialized Structure
Method Structure
   
 2.3Outsourcing
   Reasons for Outsourcing
Advantages and Disadvantages of Outsourcing
Outsourcing and Job Opportunities
   
 2.4Help Desk Careers
   Career Stages
Position Requirements
   
 2.5Certification
   Position Certification
Product Certifications
   
 2.6Information Technology Career Paths
   Help Desk Management
Network Engineering
Quality Assurance
Software Engineering
Database Administration
Project Management
Web Production and Development
Guidelines for Career Advancement

Chapter 3: Receiving the Incident

 3.1Receiving the Incident
   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
   
 3.2The Listening Process
   Step 1: Receiving the Message
Step 2: Interpreting the Message
Step 3: Evaluating the Message
Step 4: Responding to the Message
   
 3.3Help Desk Challenges
   Handling Emotions
Ignoring Distractions
Dealing with Different Levels of Knowledge
Communicating by Telephone
Varied Communication Styles
   
 3.4Guidelines for Effective Communication
   Listening to the Caller
Communicating with the Caller
   
 3.5Barriers to Effective Communication
   The Origin of Problems
Caller Responses to Avoid

Chapter 4: Processing and Resolving the Incident

 4.1Step 1: Identifying the Problem
   Collect Data
Rule Out the Obvious
   
 4.2Step 2: Determining the Cause of the Problem
   Open-Ended and Closed-Ended Questions
Replication
Root Cause Analysis
   
 4.3Step 3: Generating Options
   Brainstorming
Thinking Outside the Box
   
 4.4Step 4: Evaluating and Prioritizing Options
   Module Replacement
Hypothesis Testing
Configuration Management
   
 4.5Step 5: Determining a Course of Action
   Decision Making
   
 4.6Problem-Solving Challenges
   Stressful Situations
Diverse User Base
   
 4.7Problem Ownership
   Responsibilities
Notification
   
 4.8Escalating Problems
   Escalation Policies
Nontechnical Escalation
   
 4.9Dealing with Difficult Users
   The Angry Caller
The Abusive Caller
The Talkative User
   
 4.10Resolving Calls
   Closing Calls
Determining User Satisfaction
Following-Up
   
 4.11Documenting Calls
   Information and Knowledge
Benefits of Documenting Calls

Chapter 5: Computer Telephony Integration

 5.1The Need for Automation
   Private Branch Exchange (PBX)
Centrex Systems
   
 5.2Automated Call Distributors
   Call Routing
Methods for Routing Calls
Data Collection
   
 5.3Interactive Voice Response
   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
   
 5.4Computer Telephony Integration (CTI)
   Widespread Availability
Features and Benefits
Advantages of CTI

Chapter 6: Web-Based Support

 6.1Self-Service Support
   Evolution of Self-Service Support
Advantages of Self-Service Support
Characteristics of an Effective Support Web Site
Problems Suited to Self-Service Solutions
   
 6.2Progressive Support Options
   Stage 1: Automated Help
Stage 2: Self-Service
Stage 3: Real-Time Assisted Support
Stage 4: Delayed Assisted Support
   
 6.3Web-Based Support Tools
   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
   
 6.4Web-Based Support: Benefits and Challenges
   Benefits
Challenges

Chapter 7: Performance Management

 7.1Service Level Agreements
   Characteristics of Effective Service Level Agreements
Benefits of Service Level Agreements
   
 7.2Performance Metrics
   Using Metrics
Sources of Data
Interpreting Metrics
Reviewing Performance and Reporting Results
Reviewing and Revising Performance Metrics
   
 7.3Customer Satisfaction
   Measuring Customer Satisfaction
Communicating Results
   
 7.4Call Monitoring
   Monitoring Formats
Characteristics of an Effective Call
Monitoring System
   
 7.5Quality Versus Cost
   Determining Operating Costs
Interpreting Cost per Call

Chapter 8: Knowledge Management

 8.1Benefits of Knowledge Management
   Decreased Call Volume
Shared Expertise
Reduced Training Time
Reusable Solutions
Enriched Job Content
Personal Empowerment
Continuous Improvement
   
 8.2Characteristics of an Effective Knowledge Base
   Easy to Use
Simple to Maintain
Relevant
Accessible
   
 8.3Proactive and Reactive Knowledge Management
   Reactive Knowledge Management
Proactive Knowledge Management
   
 8.4Components of Knowledge Based Solutions
   Situation
Analysis
Information
Resolution
   
 8.5Knowledge Management Processes
   Capture.
Structure.
Review
Release and Maintain
   
 8.6Knowledge Base Search Methods
   Keyword Search Engine
Natural-Language Processing
Expert Systems
Case-Based Reasoning
   
 8.7Knowledge Management Metrics
   Development of New Metrics
Reevaluation of Existing Metrics
   
 8.8Barriers to Effective Knowledge Management
   Fear of Job Loss
Fear of Losing Value to the Organization
Fear of Change
New Opportunities

Chapter 9: Asset and Security Management

 9.1Asset Management
   Challenges of IT Asset Management
Benefits of IT Asset Management
   
 9.2Tracking Assets
   Collecting Asset Information
Accessing the Database
   
 9.3Asset Management and the Help Desk
   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
   
 9.4Threats to Computer Security
   Sources of Security Threats
Physical Security
Network Security
   
 9.5Security Processes
   Identifying Assets
Assessing Security Needs and Risks
Preparing for Security Violations
Monitoring Networks and Their Use
Responding to Incidents
   
 9.6Additional Security Measures
   Backups
User Awareness and Education
Disaster Recovery

Chapter 10: Help Desk Survival Guide

 10.1Stress in the Workplace
   Burnout
Responses to Stress
Good Stress, Bad Stress
   
 10.2Symptoms of Stress
   Physiological Symptoms
Psychological Symptoms
Behavioral Symptoms
   
 10.3Sources of Stress in the Workplace
   Time Pressure
Workload
Threats to Job Security
Interpersonal Interactions
Workplace Environment
Information Overload
   
 10.4The Challenge of Change
   Resisting Change
Viewing Change as Opportunity
   
 10.5Creating a Positive Work Environment
   Organizational Efforts
Individual Efforts
Techniques for Managing Stress
Help Desk Simulation

Appendix: Introduction to HelpStar


Glossary


Index


Introduction to Help Desk Concepts and Skills

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