End-users are adopting self-service with an easy-to-use portal.
The knowledge base is easy to search and navigate for better usage.
The efficiency gains are allowing the team to become more strategic.
Industry: Construction
End-users: 250
Previous System: iSupport
The construction industry can be very volatile, with a high employee turnover rate due to seasonal fluctuations in the workforce. A key challenge for the IT staff in this environment is the time spent onboarding and offboarding employees, issuing passwords and devices for new hires, and then keeping up to date on departures. Many of these tasks can be automated by migrating to a modernized IT Ticketing tool.
If construction firms don’t have a well-designed and automated system for managing IT service, “things can easily get lost or missed in the shuffle,” Jason Mohs, IT manager for the Walbec Group, said. Based in Waukesha, Wisconsin, the Walbec Group is a vertically integrated organization of six companies that produce high-quality construction materials and deliver unparalleled professional design, engineering, and construction services.
When Mohs joined the company, approximately 90 percent of IT service requests were via email or phone. Help desk staff spent far too much time communicating with employees, collecting the information they needed to understand the problem completely, and passing requests along to the appropriate IT staff member. This process bogged down the already resource-constrained team.
TeamDynamix IT Service Management (ITSM) has helped Mohs’ team become much more efficient as a cloud-based and highly flexible platform for managing IT and enterprise service tickets, projects, assets, and changes. TeamDynamix allows users to create customized service categories and build automated workflows for managing multistep processes without any required coding knowledge.
Too often, IT departments resemble firefighting squads, focusing most of their time on responding to problems and resolving crises instead of being proactive. With the help of TeamDynamix, the IT team is working more intelligently and efficiently, allowing them to be more strategic in their work. As a result, “we’re getting our house in order because we now have the time to do so,” Mohs said.
Here are three ways TeamDynamix has improved IT service desk outcomes at Walbec Group:
Moving to a self-service portal for ticket creation has saved IT staff at least two or three minutes per service request.
Mohs’ team has used the platform’s capabilities to create a robust self-service portal with customizable service categories and an archive of knowledge base articles.
When Mohs joined Walbec, some knowledge articles were already in place but weren’t easily searchable. TeamDynamix provided an easy way to store, organize, and make these assets available to employees. To build out these resources, Mohs has made it a goal for every IT staff member to create or edit at least one monthly knowledge base article.
The IT team has also built a comprehensive service catalog within the portal, complete with dynamic forms for quickly collecting information about the exact nature of an employee’s problem or service request. Mohs and his team have promoted using this portal for opening tickets throughout the company, explaining in staff meetings how employees can resolve their problems faster by using the portal.
The team is spending less time on manual tasks and is now more strategic.
With improved workflow and better self-service the techs are more productive.
These measures have streamlined the intake process for service requests dramatically. Often, employees can find answers to their questions or resolve their issues using the portal’s knowledge articles. They can initiate a service request within the portal if they can’t. The information collected during this process enables tickets to be routed automatically to the appropriate IT team member for a response — without help desk staff having to follow up and ask questions first.
Mohs now estimates that nearly three-fourths of service requests come in via the portal, saving the help desk team at least one to two minutes per request. With the volume of requests they get, “that makes a big difference,” he said. “With TeamDynamix, we are now much more efficient as team.” Automated workflows have streamlined employee onboarding and offboarding while ensuring no steps are missed.
Mohs’ team has set up automated workflows within TeamDynamix to initiate critical tasks in provisioning passwords, technologies, and network privileges for new hires and revoking these items when employees leave the company.
As a result, IT staff are saving time on these repetitive and labor-intensive tasks. In addition, “We don’t miss things anymore,” he observed.
The efficiency gains are enabling the technicians to be more productive and strategic. They have now instituted ITIL change management.
Implementing a change management process has saved time and improved accountability. Many IT incidents occur when someone changes one system, unexpectedly affecting others. Organizations can reduce the likelihood of this happening by focusing on effective change management practices.
No formal change management process existed when Mohs started working at Walbec. “We’ve built one out in TeamDynamix, and it’s been very effective,” he said. Whenever someone intends to make a change that will affect employees and IT systems, like updating software or implementing a new technology, they must submit a plan within TeamDynamix. This plan must describe what steps the change will involve, when the change will occur and why, and which other systems, technologies and users the change might affect. The plan is then reviewed and approved by the managers of the affected IT divisions.
This documentation process forces people to think carefully about the repercussions of any changes they make, thus reducing the chances that something will go wrong. It also creates a public record of the intended change. If something unexpected occurs, managers can quickly identify the cause of the problem and respond.
“I don’t have to email everyone in my department to find out what they did and when,” Mohs explained. “It takes away this potential time drain. Instead, I know exactly where to look to find what I need and troubleshoot if needed.” And because the information is all there, Mohs and his team can respond quicker if there’s a problem instead of trying to find where the issue originated and the details behind the cause.
The efficiencies Mohs and his team have gained from using TeamDynamix have enabled them to focus on becoming more strategic. They’re using this extra time to take on projects they couldn’t get to before, such as cleaning up user accounts within Active Directory and addressing the root cause of frequent IT issues.
In turn, the end-users are experiencing better IT service and faster resolution of their problems, allowing them to do their jobs more effectively and enhancing the company’s bottom line. “I’ve worked with other ticketing systems before,” Mohs concluded, “We are happy with the benefits we’ve realized, and we see a lot of potential for even further growth moving forward on the TeamDynamix platform.”
