Help Desk Process Management

An IT help desk's mission is to improve the quality of IT service, provide cost-effective stewardship of IT assets, manage capacity and system availability, and ensure that services are recovered within acceptable time limits. A help desk's responsibilities typically includes handling incidents and problems; managing moves, adds, and changes in a standardized way; managing system configurations; and planning and overseeing successful software and hardware rollouts.

Pain Points for IT Managers

Unconnected Diagrams
Problem report database, user manuals and guides, wiring lists, engineering diagrams, internal or web-accessible knowledge bases and diagrams scattered across multiple locations and formats.

Essential to successful help desk management is maintaining accurate and accessible documentation, including:

  • Reference material
  • Process and procedures
  • Incident reports
  • System information.

Without Visio 2007 Professional, the help desk must rely on documents from a variety of sources and locations.

  • Access to information is limited because files are scattered in numerous local and remote locations
  • Finding specific information within files can be challenging.
  • Outdated information and data inconsistencies in unlinked documents can make the information unreliable.

Addressing issues becomes time consuming and complex, making it difficult to evaluate Help Desk performance and make improvements.

How Visio Can Help

Monthly performance data is displayed in the process diagram

Visio 2007 allows IT Pros to create visual tools to support tasks and evaluate results, from publishing approved processes and capturing diagrams of new incident resolution processes to displaying incident performance data and identifying security issues with scans. Visio provides central access to all system information, so IT Pros can link to supporting files and system configuration data at each step of the process.

For example, not only can a Visio diagram guide help desk technicians through the steps of an approved incident response process, it can also be used to document the resolution of a previously unencountered incident, complete with links to knowledge base articles and screen captures, for dissemination to other technicians.

Help Desk Flow Chart
A database-linked incident resolution process diagram

Similarly, the monthly performance data for each step in a help desk process can be relayed from a database query to a visually detailed process diagram.

Perform Security Scans

With the Visio 2007 Connector for MBSA, IT Pros can also use Visio 2007 to identify incident-related security issues and generate reports and suggested fixes.

MBSA Connector Diagram
Visio 2007 Connector for MBSA launches security scans directly from a Visio network diagram.

Additional Information