Help Desk Migration Checklist: Essential Steps You Should Take HDM

by adminqehaja |September 27, 2022 | Education

Beyond that, your analytics and reporting are even more in-depth when you keep everything under one roof. Even though all help desks are a step up from a non-dedicated shared inbox, some features set apart great help desks from good ones. Here are a few things you should look for when evaluating a new help desk.

To start, look at what information is being tracked in your current system. Avoid MicromanagingThe last step of a successful transition is sometimes the hardest. This is when you have to take a step back and allow the help desk outsourcing company to do the job you hired them to do. Wrapping up, successfully transitioning to a web based help desk solution is a multi-step process but worth the effort.

Invest in training for new help desk skills

But with the ubiquity of advanced technology inside the average person’s home, organizations’ user bases have outgrown the traditional help desk. After running a support team for years, Mat joined the marketing team at Help Scout, where we make excellent customer service achievable for companies of all sizes. If you’ve migrated your data already, that can create a small set of customer conversations that miss the migration. Depending on your new setup, conversations can be split between the old and new tools. When you’re switching help desks, your preparation should begin well before the changeover happens and, like any big project, you need an action plan that won’t disrupt service to your customers.

However, if an organization wants these advanced skill sets, it must be willing to pay for them. This cost is still lower than hiring a new engineer, but higher than a traditional support specialist. Without fully switching over, you won’t be able to test the whole system. However, you can submit manual tickets to help verify all your logins, run through new processes, and build your confidence levels.

Strong communication skills

Speaking of automation, you’ll also serve your sysadmin aspirations well by learning a relevant programming language. It means pushing hard during practice sessions to grow a little bit faster, stronger, and better each day in preparation for game day. It will provide you with the ideal opportunity of succeeding on race day when it counts the most.

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A successful launch can still be a failure if the support team isn’t fully informed and prepared. Make sure to build a strong knowledge management strategy to identify, capture, and transfer knowledge from project delivery to the service desk. Even the best-laid plans can hit unexpected bumps, so you should have the human resources to resolve any issues quickly. Delta migration is a process when our tool only transfers updated and new tickets and articles to the target platform.

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