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Breaking down IT Helpdesk Software and related concepts
A help desk is a place that a person can contact to get help with a problem. Typically, the term is used for centralized help to users within an enterprise and is sometimes referred to as a “call center”. The helpdesk may be a place that customers call to place orders, track shipments, get help with products, and so forth or an internal place that employees go to seek help with IT systems, HR questions or other business issues. It offers a single point of contact for users to get assistance. Larger help desks may include multiple levels of support. The first-level usually answers the most common and simple questions, often leveraging scripts and some sort of knowledge. If the first level agent can’t solve the issue, it is transferred to a second level resource able to handle more complex issues. Help desks may also have a third or higher level of support, a group that is staffed with subject matter experts (SMEs) that handle difficult issues and/or provide enhanced support for important users.
Help desks may go by alternate names such as: call center, response center, support center, information desk, solutions center, or resource center.
Sometimes referred to as SaaS or Cloud-hosted software, web-based helpdesk solutions are hosted and operated by a service provider and the application is then rented out to companies for use. Subscribers access the help desk via the provider’s website or a locally installed desktop or mobile app and data such as tickets, user profiles, and transaction details for support analytics are saved on the vendor’s server. Because web-based software is managed by the vendor, the companies that use it don’t really need to understand how it works or the mechanics of maintaining it.
On-premise help desk solutions are licensed software packages that a company buys and installs/runs on its own infrastructure. The main benefit of an on-premise help desk is that the company owns and controls both the system and all data within it. An on-premise help desk is often customized to the needs of the company and integrated with other systems such as CRM, accounting, asset management, etc. The biggest drawback is that on-premise software requires capital to acquire and set up and ongoing operating costs to maintain a technical team to run and maintain the system.
ITSM platforms cover a much broader scope than a stand-alone help desk solution. They are typically built to support the end-to-end set of service management processes of the organization and often adhere to standards such as ITIL. The feature-set goes beyond the standard help desk features such as ticketing, time tracking, and knowledge base to include things like IT asset management, configuration management, account management, service request fulfillment, and survey management. The enhanced feature-set of an ITSM platform is important for companies whose helpdesk functions have a lot of dependencies on other IT functions and/or help desk agents need direct access to ITSM resources like the CMDB, Change Records and Problem Management data. For large companies, a full-featured ITSM solution can provide the ability to scale, support distributed teams and global operations and manage a large network of suppliers and support providers. For smaller companies, ITSM platforms may not be entirely necessary but can provide some powerful capabilities to help the company manage their IT investments effectively as the company grows.
A help desk in the context of IT is a function responsible for answering the technical questions of users (typically employees, contractors, and suppliers). Companies in the business of selling IT products and services to customers often have externally facing IT help desks as well to respond to questions from their customers. The questions and their answers are usually transferred using e-mail, telephone, website, or online chat. For those companies that subscribe to ITIL definitions. the help desk is a component of the service desk, concerned with end-user functionality and providing incident management to ensure customers’ issues are resolved quickly.
Act as a single point of contact (SPOC) for IT Support
Assisting in the procurement, setup, and configuration of IT devices and software
Providing information and technical instructions to users
Tracking and routing incidents using helpdesk software
Performing basic incident and problem management.
Resolving access and permission issues
Facilitating the diagnosis and repair of failed devices
Managing a knowledge base of known issues and frequently asked questions (FAQs)
Providing self-service options for end-users
IT help desks may be structured as centralized or distributed operational functions provided either by company staff or by an outsourced provider. Many larger companies leverage multiple help desks along with a network of suppliers and subject matter experts for escalation support.
Some people will say that a help desk provides help, whereas a service desk provides service. (It isn’t quite that simple) A help desk is typically focused on issues that arise from existing services, whereas a service desks assist with not only issues but also with service requests (new services) and requests for information.
The ITIL definition of the Service Desk (Service Operation) is the Single Point of Contact between the Service Provider and the Users. A typical service desk manages Incidents and service requests and handles communication with users. It is concerned with both resolving the immediate issue and improving the quality & performance of services offered to ensure they are fully meeting the user’s needs by considering a broad business context. The service desk is a key component of managing the service management process from a big picture perspective.
The IT Help Desk can be separate or part of a larger Service Desk operation to improve the overall organization’s Customer Services The primary goal of the help desk is “first call resolution” The help desk feeds into the service desk with a tactical, day-to-day role in responding to end-user needs. The concept of an IT help desk was born in the late 1980s as an IT support capability to fix IT issues. It was initially focused on the IT rather than end user, usually with no targets for fixes, and immediate fixes were infrequent. With the proliferation of IT Service Management best practices help-desks have taken on characteristics like service desks (though in a more limited capacity)
Help desks manage requests by using some sort of help desk software, or issue tracking system, enabling them to keep track of user requests, find answers to common questions and prioritize the requests being worked on. User contact is usually with internal employees and includes a combination of emails, contact numbers, and instant messages to provide support.
Using a software platform to support your IT help desk operation can bring many benefits, including:
Enabling agents to scale to meet the volume of tickets/service requests
Setting expectations with requestors (end-users) on the timing and type of response they will receive
Reduce the frequency of being shuffled through different agents
Avoiding wasted time and user frustration
IT help desk software helps streamline incident management and other important support processes. With the ability to resolve issues more quickly, your helpdesk staff can assist more users. Some of the key features of a modern IT help desk software that help enable productivity include:
An efficient ticketing system for managing user issues
Multiple modes of user contact (email, phone, chat, web, etc.)
Built-in knowledge base for known issues and frequently asked questions (FAQs)
Workflow Automation to prioritize inquiries and route requests to the appropriate support resources
Contract/SLA management for managing help-desk performance and 3rd party relationships
Alerts and Escalations to help ensure timely resolution of issues
Agent dashboard that provides all the information they need in one place
Flexible Analytics and Reporting capabilities
A help desk (of some sort) is an essential tactical function for resolving user issues and problems. Since a service desk generally takes a more proactive stance, addressing issues of a less urgent technical nature, some companies may not “need” a full featured service-desk operation. In these cases, many of the service desk integrations with other IT processes (such as change management and problem management) can be included as part of the help desk function.
While it is possible to operate a help desk without the aid of a software solution, doing so is likely to cause some issues that a software solution can help address. Right from switching through multiple email inboxes to get a complete context on the issue at hand to improving agent productivity and service desk efficiency, there is a multitude of issues that an IT helpdesk software help businesses with.
Tracking incidents as they move through different support teams is difficult and can lead to frustrating experiences for end users. Help desk software provides a single place for managing the incident from the time it reported until the issue is resolved.
Help desk software can provide more self-service and user enabled capabilities along with the ability to access support resources from wherever the user happens to be through mobile tools and web-based interfaces. It puts more tools in user’s hands and reduces the resource burden on help desk staff.
leads to greater responsiveness, efficiency, and consistency in your help desk operations allowing your helpdesk to support a larger and more diverse business/IT ecosystem.
with actionable intelligence to help your IT Service Management organization manage the evolving challenges of delivering effective service in increasingly complex environments. Provide your teams with a detailed view of your infrastructure and its dependencies with diagnostic data, performance information, and actionable knowledge.
In many small companies, a help desk is simply one person with a phone that connects the requestor to an individual or small team of generalists with “some idea” of how to handle the problems that come in. In larger companies, a help desk may consist of a more structured operational function staffed by a group of experts and specialists that need to work effectively together to solve user problems. A company’s help desk software needs will be driven by the scale of their helpdesk operations, the sophistication of their IT function in general and the need for complex integrations with other systems.
For most small to medium size businesses, the key thing they are looking for in help desk software is simplicity. They can’t afford lot of up-front costs or ongoing overhead activities requiring dedicated staffing. Their help desk teams are small, and processes are simple – this is what enables staff to wear many hats and support a large diversity of issues. Their main concerns are productivity to handle increasing support volumes, ensuring users get their issues resolved in a timely manner and capturing some data to understand how well the help-desk function is meeting users’ needs.
Large enterprises look to help desk software to manage complexity, provide consistency, enable scaled operations and assist in managing supplier relationships. They often need to integrate with other IT systems and/or support a more comprehensive service management process which may require deeper technical integrations, robust processes and enhanced data sets.
Depending on the size of your company, the need for helpdesk software to strictly adhere to ITIL processes may vary. Help Desk solutions, which do incident management without formalized processes for other ITIL disciplines, tend to focus on getting the customer back up and running as soon as possible. While there is a benefit to ITIL adherence in being able to leverage out-of-box processes that have been built on tried and true best practices, there is also a risk of introducing ITIL overhead that is un-necessary for many organizations.
Companies that have implemented helpdesk software will tell you that the important thing is to find a solution that gives you the features (such as ITIL process support), integration options and degree of sophistication that you need with the ability to “turn-off” those extra processes and features that you either don’t need or aren’t ready for.
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