Putting your
customer first
In this issue:
How our latest version helps you
put your customers first
Is SaaS the most smart, flexible
and cost-effective solution for your
organization?
EDITORIAL
Easy does it
The other day my debit card broke. If you’re like me, and don’t
have much cash at hand, this can lead to an awkward situation
when you’re next in line at the supermarket. Of course I
wanted to order a new card as quickly as possible. But sadly
it was already 8 p.m. and outside my bank’s regular office
hours. Luckily you can do a lot of stuff online nowadays. I used
my smartphone to log into my bank’s website, and directly
requested a replacement card, which I received two days later.
This experience clearly shows how the internet has changed
the way we work. Nowadays customers expect that they can
solve their own problems where, whenever and how they
want. I’ve even come to the point that I’ll think twice to take
my business to organizations whose services don’t meet
these expectations.
AS FAR AS I’M CONCERNED,
CHOOSING SAAS IS SMARTER,
AND MORE FLEXIBLE AND
PROFITABLE FOR MOST
ORGANIZATIONS
Ramon van Leeuwen
Commercial director ,TOPdesk
Read more on page 13
In this magazine you can read how self-service can help you
make customers more self-sufficient and happy. You can also
read how to manage your own organization with suppliers.
This is becoming more important, because the customer
expects the exact same service, whether they deal with you
or your suppliers.
Enjoy your read!
Nicola van de Velde & Milou Snaterse
16
CONTENTS March '16
06
04
NEWS
06
STREAMLINING YOUR FACILITIES AND IT
PROCESSES WITH TOPDESK
10
OUTSOURCING FOR THE RIGHT REASONS
13
WHY SOFTWARE AS A SERVICE?
16
THE BEST SERVICE IS SELF-SERVICE
Put your customer first with our latest
TOPdesk version
19
FUNCTIONAL MANAGEMENT: WHERE DO
ALL THOSE QUESTIONS COME FROM?
23
COLUMN
More knowledge sharing, less work
24
HANDLING YOUR CUSTOMER’S PERSONAL
DATA WITH CARE
28
TIPS + TRICKS
Official TOPdesk partners:
3Fifty • AskRoger! • Bomgar • Design agency DDC • Delta-N • IBIS
Software • Mavim • Nexthink • OGD • Okta • Partners in Technology
RES Software • Servitect • Scope4mation • Snow Software • Testersuite
The Backbone • TimeTell • Tools4ever • Victa
4 TOPDESK MAGAZINE - MARCH 2016
Stay up-to-date
To stay up-to-date with the latest
TOPdesk news and service
TOPdesk releases new version
management developments,
follow us via these channels.
TOPdesk has released a new version of its software. The highlight is the new Self-Service Portal,
which improves customer self-sufficiency. It offers a knowledge base, service catalogue and a
TOPdesk Newsletter
place to log and track requests – all in one. The portal is fully customizable, making it possible to
create a simple, familiar interface for end users. What’s more, the search functionality lets users
@TOPdesk @TOPdesk _UK
find exactly what they need without having to contact your service desk. Read more about the
facebook.com/TOPdesk
new version in the article ‘The best service is self-service’ on page 16 of this magazine.
linkedin.com/company/topdesk
community.topdesk.com
SaaS customers can benefit from all the new features at the end . Are you an on-premises
customer and interested in the new version? Visit www.futureofservicemanagement.com for
more information or contact your account manager.
@TOPdesk
Nancy Van Elsacker
Thanks for joining us in celebrating
the new @TOPdesk USA office!
@Bomgar @PCConnection
@ThinkHDI @MetroOrlandoEDC
@TOPdesk_UK
Terrific news from @sdi_institute
for our work alongside the
amazing @britishlibrary IT dept!
The new knowledge base is live on TOPdesk
Extranet
Did you know that you can consult our knowledge items at any time of day? Our new
knowledge base features answers to more than a thousand questions received by our
support department. Here you can also find tips and tricks to use your TOPdesk better,
as well as clever solutions.
What’s more, our knowledge base gives you suggestions when you log a call. It is likely
that your question is answered before you even asked it. Discover the new knowledge base
at extranet.topdesk.com.
NEWS
Calendar
12
13
14
APR
APR
APR
DK
Sign up now for SEE 2016
TOPdesk is organizing its first edition of SEE: the international Service Excellence Experience.
itSMF conference
Clarion Hotel, Oslo
SEE is an event that looks beyond the current trends in service management and shows a sharp
vision of the future. Be inspired by international experts, join interesting round table discussions,
DE
26
27
APR
APR
and meet industry peers.
SEE will take place in different countries.
Service Desk & Service
Management World
Köln
On 19 May you can visit the event in London,
and on 1 June in Utrecht, the Netherlands.
For more information about the programme
11
12
13
MAY
MAY
MAY
and speakers, visit www.see2016.com.
Best Management Practice Kongress
Seeheim-Jugenheim
12
13
APR
APR
UK
Service Desk Conference
Birmingham
21
APR
gear change for ITSM’. Learn more about the shift-left strategy, what it means to the business,
and which steps should be taken to reap the benefits.
Hannah Price and Sumit De, TOPdesk consultants, will host a seminar on ‘Customer satisfaction
18
MAY
measurements made more human’. Attendees will learn how to communicate survey results to
BIFM Conference
London
19
MAY
customers and measure their satisfaction. They will also discover how to make their service desk
more human by taking customers seriously.
For more information about these seminars, visit http://www.servicedeskshow.com/seminar/
Service Excellence Experience (SEE)
London
8
On 8 and 9 June, TOPdesk will be hosting a number of presentations at the SITS in London.
Wolter Smit, co-founder and CEO of TOPdesk, will give a presentation about ‘Shift-left: the next
SOCTIM
London
JUN
TOPdesk presenting at SITS London
9
JUN
SITS, Service Desk & IT Support Show
London
21
22
23
JUN
JUN
JUN
Facilities Management Show
London
shift-left-the-next-gear-change-for-itsm/ and http://www.servicedeskshow.com/seminar/
customer-satisfaction-metrics-made-more-human/
6 TOPDESK MAGAZINE - MARCH 2016
CUSTOMER IN FOCUS
STREAMLINING
YOUR FACILITIES
AND IT PROCESSES
WITH TOPDESK
Arcus College has been located in its new, modern school building for a
year now. Since their move, Arcus has used TOPdesk to streamline all their
internal processes. Both IT and Facilities processes are set up in TOPdesk.
TEXT: MILOU SNATERSE PHOTOGRAPHY: AAD HOOGENDOORN
8 TOPDESK MAGAZINE - MARCH 2016
TOPDESK IS THE COMMON
THREAD IN THE ORGANIZATION
Michel van den Berg
Functional application manager, Arcus College
Arcus College
Arcus College is a regional training centre for intermediate
from there. The consultant was really involved and
vocational education. The school has 8,000 students, 900
offered good solutions. And if he didn’t have an immediate
employees and many volunteers. Arcus offers over 200
answer, he logged a call or called a colleague to work
different courses, adult education and company trainings.
out a solution. Thanks to this collaboration, I have the
Education at Arcus is practical and future-oriented, with
feeling that I know the application inside and out,”
a large variety of courses. The school has a lot of training
says Van den Berg.
rooms. There is a soundproof studio where music students
can practice, a kitchen for cookery class students and
computer rooms where IT students can work.
Arcus college is a lively place. As you walk through the
The common thread in the organization
Arcus College uses Call and Reservations Management.
halls, you can see theatre students practicing their acting.
“Functional managers, timetablers, the Facilities
People from the neighbourhood visit the in-school store
department, services team, the central service desk, the
that sells bread from the student bakery. These neighbours
registrar’s office, Finance and STIP (student information
can also reserve a table in the restaurant where students
point) all work in TOPdesk, as well as our external caterer,”
both make and serve the food.
says Van den Berg. “Employees can use TOPdesk to reserve
coffee, tea and lunch. The caterer receives a reservation
A new school, a good tool set-up
request via TOPdesk and makes sure the reservation is
delivered. The same goes for Facilities. When needed, the
When the new building opened, the internal processes
caretakers can prepare reserved objects or set up rooms as
were also reorganized. The IT department at Arcus
requested. I can say that TOPdesk is the common thread in
already had TOPdesk running for ten years, but the tool
the organization.”
was not used to its full potential. With the arrival of a
Van den Berg works in the tool on a daily basis. “I believe
new building, they decided to start using TOPdesk more
that TOPdesk is a very accessible application to work with.
actively and implement it at the facilities departments.
The tool offers enough possibilities and the lay-out is truly
Michel van den Berg, TOPdesk functional application
user-friendly. When something does not work, I contact
manager at Arcus College, became the project’s
TOPdesk’s service desk and they always manage to help me.”
coordinator and worked together with a TOPdesk
consultant to implement TOPdesk.
Step-by-step implementation
All calls in TOPdesk
Van den Berg would like to have a TOPdesk registration
for all incoming calls to replace emails or requests in the
Van den Berg received a lot of help from the TOPdesk
hallways – something that still happens a lot. “When a
consultant during the tool implementation. “We first
call is registered in TOPdesk, everybody can see how this
needed to clear our entire TOPdesk environment,” says van
call is processed.” Another big advantage of TOPdesk is the
den Berg. “We then set up the basics and started working
extensive solution database, says Van den Berg. “When
TOPDESK MAGAZINE - MARCH 2016 9
I NOW KNOW THE APPLICATION
INSIDE AND OUT
Michel van den Berg
Functional application manager, Arcus College
I receive a recurring question, I can easily find all calls in
TOPdesk that already have an answer to this question.
I use standard solutions to process calls, which saves me
a lot of time.”
The future
Van den Berg sees a number of specific points for
improvement for the future. “We have a service desk
where you can get notebooks, pens, batteries etc. We
would like employees to request these items via the
TOPdesk Self-Service Portal and not walk into the stock
room and grab what they need. The moment a request is
made in TOPdesk, a desk employee can directly prepare the
items. This way we also gain insight into what people use.”
Students can log calls and reserve rooms in TOPdesk,
but they do not do this actively yet because they are
not familiar with the tool. This is also something that
Arcus wants to work on. Finally, Van den Berg would like
to monitor more in the future. TOPdesk’s reports are
very suitable for this. “We currently lack incident and
change managers who can monitor things,” says van den
Berg. “I make a lot of reports myself to try to educate
management and my colleagues, but it would be even
more ideal when the operator’s team leads would focus
on this entirely.”
10 TOPDESK MAGAZINE - MARCH 2016
Renske van der Heide
… Renske van der Heide is a product manager for
TOPdesk and a team leader at the start-up Worcade.
OUTSOURCING FOR THE
RIGHT REASONS
“Outsourcing services can save costs in most cases.” This is a well-known argument, but
is it true? Your organization can still have a lot of hidden costs, and you might introduce
new challenges. Still, there are plenty of good reasons to outsource activities. Worcade
team lead Renske van der Heide tells about the perks and drawbacks of keeping your
organization operating with help of suppliers.
Outsourcing is the latest trend. But it’s not
It doesn’t matter who does it
It is important to keep the organization’s goals
always the best choice. Services that are
Services or products that can be standardized,
in mind and what contributes to achieving
essential to your core business are best kept
and for which you can make clear agreements
them. When your organization wants to
in-house. It’s nice for nursing home residents
on the supplied quality, can easily be
distinguish itself with excellent services and
that the kitchen knows who would like a piece
outsourced. These are often services that do
strives for good customer relations, your
of fish on Fridays, and that the cooks know
not directly affect your core business. Think
service desk is extremely important. It is not
that Mrs. Smith wants less salt in her food. In
of your building’s security or the monthly visit
logical to outsource
this case you want to stay on top of the food
from the window-cleaner. These activities
in this case.
and drinks quality. Nursing homes often see
need to be performed correctly, but not
catering as part of their primary processes
necessarily by people who are committed
and that is why they usually choose to keep
to your company alone.
it in-house.
When saving costs is an argument to
In this situation it is probably best
Hiring external expertise
When you need specialist, often technical,
when the person is not too involved in the
knowledge for a task, it can be advisable to
outsource your services, you should always
organization so they can fully focus on their
hire external experts. They are up to date
ask yourself to what extent the experience of
tasks. Receptionists often feel responsible and
on the latest developments in their area of
your own product will be harmed by it. After
therefore perform more tasks. These tasks can
expertise and often make smarter decision
all, your own employees are more involved
be logging disruptions, or placing an order
because of this. Sometimes small changes
in the organization and often put their heart
for one of their colleagues. This can be very
can have an unexpected large impact. By
and soul into the company. There are however
helpful, but not always desirable. A supplier
making a small change to the settings of your
enough arguments in favour of outsourcing
is probably more efficient when performing
climate control system you can drastically
certain activities within your organization.
these tasks.
reduce your energy use, for example. You
TOPDESK MAGAZINE - MARCH 2016 11
also need extended expertise and up-to-date
Flexibility in staff can ensure that there are
knowledge for managing something like
fewer problems when employees are off sick
Oracle databases. A specialized third party can
or on holiday. Your supplier will make sure
make sure that the impact of disruptions and
that there are enough people present, making
changes is limited.
your organization less dependent on available
Sometimes your organization only needs
internal staff.
specialist knowledge for a short period of
time, for an Exchange migration for example.
Here, it is not worth hiring someone to do the
task. An in-house Exchange specialist should
always be up to date on all developments in
his area of expertise in order for his work to
remain intuitive. This leaves him with little
time for other developments. If you only hire
an Exchange specialist when you need the
Supplier portal Worcade
knowledge, you will hire someone who can
At TOPdesk we are currently working hard on developing Worcade: an
focus full-time on keeping his or her Exchange
online platform that enables easy and quick communication between
knowledge up-to-date.
your TOPdesk environment and your suppliers. You can directly update
your suppliers via Worcade when you need additional employees or
Effectively scheduling your staff
other things. To make this process easier, you can also share certain
data from a TOPdesk call. This potentially confidential conversation is
Working with suppliers is a good idea
at all times separate from your own TOPdesk environment. You decide
when your organization experiences large
what you want to share.
fluctuations in required capacity. A high
school’s IT department is often busy in
To make Worcade as easy as possible, we have added a Worcade
September: everyone starts school again,
tab to all call cards in the new TOPdesk version. On this tab you can
many people lose their (new) password and it
communicate with your supplier and share call information. Your
can take a while before everything is up and
supplier then receives a notification email and can reply by clicking
running. Peak seasons in the hotel branch and
the direct link. He does not have to log into your organization’s
a continuously changing demand for lease
TOPdesk environment.
cars are good examples of fluctuating needs.
An external party can supply you with these
additional resources when needed.
When your HR department cannot match
the occupancy needed in the organization, it
is a good – hopefully temporary – solution to
hire extra staff. It’s important to understand
that these temporary workers cannot
immediately carry out your organization’s
culture and vision. It’s a feeling that needs
to grow.
Want to know more about Worcade?
Worcade is currently being tested by a number of TOPdesk
customers. Want to participate in this test? Please contact us via
hello@worcade.com.
12
TOPDESK MAGAZINE - MARCH 2016
ADVERTORIAL
TimeTell
Planning & TimeSheet
TimeTell - The solution for planning and time registration
TimeTell is an extensive system for planning and registration of time,
hours, leave and absence. One of the characteristics is the ease of use; it
is important that people do not hesitate to work with the timesheet. It is a
complete and powerful solution, which can interface with other systems
like TOPdesk or other HR, ERP and financial systems.
To support the management, TimeTell offers a dashboard with a summary
of the most important information.
Furthermore, you can plan staff and projects. Staff planning can be used
to allocate people to a specific job and project. The TimeTell project
planning functionality helps you make Gantt charts in order to gain more
insight into the process structure and progress. Both planning and
realisation of spent hours can be registered in TimeTell, which makes it
easy to control and manage projects.
The solution is available both online and on-premise. This can be
combined with the TimeTell App, enabling you to work anywhere with
TimeTell.
Every organisation – large or small, profit or non-profit – can work with
TimeTell. Users around the world are Bosch Security Systems, Bayer,
DB Schenker and the Rail Safety and Standard Board.
Like TOPdesk, the TimeTell software is developed in the Netherlands.
It is used by more than 500 clients worldwide, and is available in English,
German and Dutch.
If you would like to know more about our
solution, please visit our website:
www.timetell.com
+31 (0)70 311 48 11
info@timetell.com
TOPDESK MAGAZINE - MARCH 2016 13
Ramon van Leeuwen
Ramon van Leeuwen has been working at
TOPdesk for over twenty years and became
Sales manager in 2005. In this position he
is responsible for all the organization’s sales
and marketing activities, including business
partnerships and new business development.
Ramon is a member of management and
WHY SOFTWARE
AS A SERVICE?
More and more suppliers offer their software as a
service in the cloud. But why do they do this? And
what are the big advantages for users? We asked two
service management software experts their opinions
on Software as a Service.
holds a seat in the Change Advisory Board
where he helps determine the strategic
TEXT: LEO KRANENBURG
direction of the TOPdesk product.
RamonvanLeeuwen
@RamonL69
Over the last few years, software suppliers have all been switching from the traditional
perpetual licence model to the Software as a Service (SaaS) subscription. With SaaS,
customers pay for software via a subscription according to use instead of making a
one-off purchase. Instead of installing the software on the organization’s servers,
it will now be in the supplier’s cloud. Organizations can then access it through the
internet. There is a worldwide proliferation of suppliers with this business model.
These are new suppliers who only offer software in the cloud, like Google and
Salesforce.com, and suppliers who already offered software packages. Ramon van
Leeuwen and Ludo Bergkamp have, as TOPdesk’s Sales manager and Sales team leader,
supported a myriad of organizations in the field of service management. What is their
vision on this trend?
Ludo Bergkamp
Where does this growth of subscriptions come from?
Ludo Bergkamp is Sales team leader and has
LB: This is a logical consequence of the shortcomings of the traditional licence.
been working at TOPdesk for over three years.
Organizations want their software costs evenly distributed, manageable and insightful.
In this position he works, among other things,
Perpetual licences do not meet these requirements: large one-off costs, long-term
on the switch to subscription models. He has
maintenance contracts, all followed by upgrade costs of which the amount and
twenty years work experience, of which he
payment date are unclear. A subscription removes all these uncertainties with a
spent almost ten years with international
monthly fee.
software companies who serve their
customers entirely with SaaS.
RvL: A licence also makes your bookkeeping less flexible. Just imagine if you are forced
to cut back, while you just invested in a new tool six months ago. Of course you won’t
LudoBergkamp
@LudoBergkamp
get part of your money back. But if you pay per user, it is easy to align your costs with
your new occupancy.
14 TOPDESK MAGAZINE - MARCH 2016
RvL: If you take a look at the total costs of
dust for years. This is very unwise from
There are however organizations that choose
ownership, it shows that SaaS is simply
a financial point of view and it puts your
for a subscription, but still run the software on
less expensive over a period of four to five
customers behind on new innovations.
their own servers.
costs for maintenance, staff, hardware and
LB: With SaaS, managing the software is
LB: Some organizations still have an anti-SaaS
implementation that add up to a number
entirely in the supplier’s hands. They can
policy or have hardware that is not yet written
higher than the subscription costs for SaaS.
choose to perform daily updates. That’s how
off. That’s why they cannot completely go for
As far as I’m concerned, choosing SaaS is
suppliers can continuously improve their
Software as a Service. But, at the same time,
smarter, and more flexible and profitable
software, leading to a better product with
it pays for these organizations to not commit
for most organizations. The same goes for
higher customer satisfaction. Customers can
themselves to a software purchase now.
the supplier. They would also rather have a
also give feedback on new functionalities
Because who knows what the policy will be
predictable monthly fee than large expenses
more quickly, which the supplier can get to
in two years?
for each new version.
work with.
LB: For suppliers, the classical perpetual
Users reap the benefits of SaaS because they
already reap the financial benefits without
licence model is also a perverse incentive to
always have the most up-to-date software.
making long-term commitments.
LB: Exactly. This is also true for maintenance,
LB: But the difference is that the customer
bug fixes and the safety and reliability of
remains responsible for updates and technical
RvL: That’s right. After each new version
the data. The entire technical management
management. They do not benefit from the
the suppliers directly start working on the
is the supplier’s responsibility. As a result,
biggest advantages of SaaS. I notice that these
development and innovation of their product.
organizations will have more manpower left
parties often make a full transition when
But these new pieces of software can gather
to perform core tasks.
opportunity arises.
years. With a perpetual licence you have
RvL: By choosing a subscription they can
save up innovations until they can release
a proper new version, with matching price tag.
TOPDESK MAGAZINE - MARCH 2016 15
Choosing the supplier’s cloud does
require organizations to hand over the
control of important themes such as
safety and reliability.
RvL: That’s true. But if you ask me, I think
these responsibilities should lie with the
supplier. After all, a software supplier’s
THE CLASSICAL PERPETUAL LICENCE MODEL
IS ALSO A PERVERSE INCENTIVE TO SAVE UP
INNOVATIONS
Ludo Bergkamp
Sales team leader, TOPdesk
reputation depends on the level of safety and
responsibility of his services, while for most
companies it is only one of many tasks.
LB: In spite of good intentions, we see this
data after termination of a contract, even
RvL: As far as I am concerned, the only
difference in practice as well. Of all customers
though the data with SaaS is the customer’s
tangible fear to make the switch is that
on TOPdesk SaaS we have about 95% on
property at all times.
not all software suppliers offer SaaS. As
an organization you will have to deal with
the newest version. They use a safer version
of TOPdesk with all security updates. All
LB: Or suppliers where it’s unclear how to
hybrid environments. If TOPdesk is the first
customer that host – or let others host –
access the data.
application in your organization to run in
the cloud, you will need to make links to all
TOPdesk this percentage is below fifty. More
than 30% of them are even behind by 18
RvL: You should not want that. The coming
local systems, for example. Otherwise all
months or more.
years the sector will have to work hard to get
these links can be lost during an automatic
over these teething problems.
software update.
Does the switch to SaaS require a change
LB: At TOPdesk we are currently working
in culture?
on the development of an application
RvL: This irrefutably has consequences for the
safety and reliability of the software.
programming interface or API. This is a
LB: SaaS suppliers are specialists when it
comes to their own software. In practice, this
RvL: The switch to a different market
standardized documentation link method
focus always benefits the safety and reliability.
approach and revenue model does of course
that is version-independent. If you use this
not happen overnight and asks for a certain
to build a link, it will remain intact with new
change in attitude.
software versions.
hand over control of their management. To
LB: Even though end users barely notice the
thin air over the next few years. I expect
take their away fears I always advise them
switch, it is different for application managers.
that everything will be available in the cloud
to thoroughly prepare and ask potential
The functional application management does
sooner than we think. Software as a Service
suppliers many questions about themes
not change, but the supplier does take over
will slowly become a standard in the world.
they’re unsure about.
the technical part. This could be an argument
RvL: I do understand why organizations
I imagine these issues will vanish into
without SaaS experience are hesitant to
for them to dig in their heels. But organization
LB: A question that should always be at the
that made the step towards SaaS tells me
tip of your tongue when you talk to suppliers
that in practice it is often considered more
is how economically stable they are. You are
as a chance than as a threat. Because a part
after all a lot more vulnerable for the collapse
of their tasks disappears, there is more room
of a SaaS supplier than when the software is
to create added value for the organization.
on your own server.
By learning how to better work with the
software, for example.
RvL: SaaS hasn’t left its childhood behind
when it comes to this. For example, there are
parties that make it difficult to retrieve your
16 TOPDESK MAGAZINE - MARCH 2016
THE BEST SERVICE IS
SELF-SERVICE
PUT YOUR CUSTOMER FIRST WITH OUR LATEST
TOPDESK VERSION
TEXT: MILOU SNATERSE
Every service department wants to deliver excellent service. We believe that self-service
is the best service you can offer your customers. This is now possible thanks to the SelfService Portal in TOPdesk’s new version. After all, a self-sufficient customer is a happy
customer – the most important goal of any service department.
Our newest version helps you put the customer first, making them as
to being self-sufficient in their daily lives: they shop online, book plane
self-sufficient as possible. Your customers will be happier if they know
tickets and find answers to their questions. And they also expect this
what to expect, for instance if you let them find the answers to their
service from their service provider. If your customer has a problem
questions. Moreover, a self-sufficient customer saves the operator time
that prevents them from doing their job, both the business and the
– time they can better spend on resolving more complex tasks. In the
customer benefits from resolving this issue as quickly as possible.
end, this improves all customer support.
The self-sufficient customer
New self-service experience
TOPdesk’s new Self-Service Portal features a WYSIWYG (what you see
Forrester research has shown that customers expect to resolve their
is what you get) editor that lets you customize the portal. After all, you
own problems*. This is only natural, because your customers are used
know what your customers need most. You can easily publish forms
TOPDESK MAGAZINE - MARCH 2016 17
and services and display overviews. The editor also helps you fully
adjust the look and feel to match your organization, helping you create
a simple, familiar interface for your customers. What’s more, you can
personalize the interface per person group. For instance, you can allow
the ‘secretary’ group to reserve rooms directly from their home page,
and the ‘management’ group to make authorizations.
Meeting expectations
The latest version focuses on services: they are the building blocks of
the Self-Service Portal. You can turn the portal into your own services
The new Self-Service Portal’s home page
catalogue, and the new editor makes it easy to publish and set up
services. For instance, you can add a description to the service and
explain how to order it, answer frequently asked questions about the
service and link forms related to the service. In short: you create one
location where you customers can find all information about a service.
Shift left (left)
The new TOPdesk version enables you to perform your tasks
more easily thanks to the shift left principle. Shift left means that
experienced operators offer their solutions to less experienced
colleagues through, for instance, a knowledge base. It helps these
colleagues easily answer difficult customer questions, which were
previously asked and answered by their experienced colleague.
All information about your services in
The next step is making this knowledge available to the customers
one location
themselves, which is called shift left left. This lets customers
independently find the answer to their questions.
TOPdesk’s new version gives your customers the tools to become
more self-sufficient. This version displays suggestions on forms. When
a customer starts typing in a form, to report a broken printer for
instance, the form directly displays possible solutions. These solutions
are knowledge items related to the topic. If a solution is offered, the
customer won’t even have to submit the form. Moreover, the search
bar lets your customers find anything that was previously published,
such as: knowledge items, services, forms and submitted requests.
All solutions immediately visible
Would you like to learn more about
our new version?
Visit www.futureofservicemanagement.com for
details about the new TOPdesk version or contact
* Forrester’s BT Devices & Security Workforce Q1 2014
your account manager.
18
TOPDESK MAGAZINE - MARCH 2016
ADVERTORIAL
TOPDESK MAGAZINE - MARCH 2016 19
Ad Huige
… is a consultant at TOPdesk and works two
days a week as a functional manager at a
semi-public organization.
FUNCTIONAL MANAGEMENT:
WHERE DO ALL THOSE
QUESTIONS COME FROM?
WHICH PEOPLE ARE INVOLVED IN MANAGING A SHARED
SERVICE MANAGEMENT APPLICATION?
The new application is live and you think you’ve got everything under control. But have
you considered the advantages of managing a tool properly? Good management can help
you take full advantage of a tool like TOPdesk. And once you’ve actually got everything
under control, you’ll know exactly which parties to work with to achieve optimal results.
In the last issue of TOPdesk Magazine,
solution groups include the operational
I explained which tasks a functional manager
departments. In the tool managed by the
Building bridges between
operational and tactical issues
should or could perform. In this article I
functional manager, the processes of multiple
A manager asks different questions
will talk about when these tasks should be
departments meet. Bringing together
than people working at the operational
performed and which parties you should
different solution groups makes the functional
department. A manager is often more
collaborate with. As a functional manager you
manager transcend departments. He or she is
focused on costs, long-term vision and the
translate the business’s wishes to different
involved with streamlining all processes. It can
department’s performance. They use reports
solution groups. The business includes
be difficult for many functional managers to
to gain more insight into these matters. The
people in the organization that might have
manage different groups and simultaneously
operational departments on the other hand
a question and external customers. The
not touch on any sore points.
are more practical. They want their daily tasks
20 TOPDESK MAGAZINE - MARCH 2016
to be as easy as possible. They can achieve this
After talking to the facilities department
functional manager’s message to their
by gaining insight into manager agreements,
employees, it turns out they only work with
constituencies in their own words. This
or by learning tips and tricks about TOPdesk.
second line calls, resulting in them not seeing
way, the message remains personal and the
I’ve mentioned before that the functional
and working on the assigned calls. By making
functional manager no longer needs to visit
manager deals with multiple communication
good work agreements, you can prevent these
all the organization’s end users. For instance,
parties, which the example above also
issues and keep the customer happy.
if a printer is broken, all end users can read in
the service catalogue that it should be fixed
illustrates. Below I’ll discuss who these parties
actually are. There are hundreds of examples
discuss one per section. I will also discuss how
The operator groups’ policy
makers
functional managers can deal with this.
How are the different solution groups divided?
of frequent questions per group, but I will
The operator groups’ policy makers are the IT
Unit managers and general
managers
within three hours. If it hasn’t been fixed
by then, they can submit a complaint to the
responsible department.
manager, facilities manager or HR manager,
The functional manager
for instance. These managers all have their
Which requested change has the highest
own reporting wishes and process choices. For
priority?
Where can I find the agreed upon SLAs and
instance, IT doesn’t need a service catalogue,
The functional manager’s most important
how do we present these SLAs?
but facilities does. As a functional manager,
task is to process all the different types
SLAs are management-level agreements made
you then focus on how these differences can
of requests in the form of wishes and
between a unit manager and an operational
be set up in TOPdesk and how this can be
requests. This can be done by collecting,
department manager. For instance, they can
communicated logically to the business.
specifying, prioritizing, solving and assigning.
decide that when someone can’t log into
A possible solution is that IT, HR and
The questions are sent in by different
their account, IT has to resolve this within two
FM start collaborating. A number of the
departments. Once the questions are clear, it
hours. The functional manager is responsible
processes are similar, so why couldn’t
is up to the functional manager to prioritize
for communicating these SLAs. In TOPdesk,
these departments learn from each other’s
them. For instance: will he first set up the key
for instance, this is possible via a services
mistakes? This is a topic that a functional
management process, or rather focus more
catalogue, by sharing a knowledge item or by
manager of TOPdesk could discuss, and that
on the process of employee commencement?
sending a newsletter.
is why he or she organizes a key user meeting
The functional manager determines these
with the different departments. They are one
priorities together with his manager, the
of the few people within the organization
process owners and the information manager
who understands how the different processes
(or these are determined within the functional
‘really’ work. In this meeting, the functional
managers team). They receive input from unit
The functional manager’s
manager, process owners and
information manager
manager should have a leading role, because
managers, general managers and the
Which tooling and/or reports do I need to
manage the processes?
they have knowledge of the tool and the
operational department managers. The wish
underlying processes. He also knows what
or need is initially communicated to the
Imagine that the first line IT service desk
the possibilities are.
functional manager.
service desk employees however indicate
The end users and the key users
The (key) operators
that the unresolved call cue isn’t long, and
Which services can we expect from facilities
Can we create and manage our own standard
that they don’t understand the complaint.
management, IT and HR?
solutions?
The functional manager can use reports to
A key user is assigned per service department
The (key) operators are people that work in
grant insight into this complaint. They can
who, together with the functional manager,
TOPdesk. They receive the requests and solve
see that the calls IT assigns to the facilities
looks for a solution to answer frequently-
them, for instance a support department or
helpdesk are not being picked up properly.
asked questions. They can explain the
facilities management. It is the functional
receives many complaints about the
resolution time of a number of calls. The
TOPDESK MAGAZINE - MARCH 2016 21
manager’s task to explain to these
Maintaining communication
departments how to use standard solutions.
If you want to do a good job as a functional
He or she has to adopt a straightforward
manager, it is important that you can
approach for this. Similar to the key users’
translate the business’s wishes to the
situation, it can be useful for the functional
different solution groups. This translation runs
manager to communicate sensitive issues via
more smoothly if you know exactly which
a key operator. The key operator can deliver
parties you have to deal with. How do you find
the message personally to the different
out? By maintaining communication with all
solution groups.
parties, meaning the people at both tactical
and operational level. This ensures that you
don’t leave anyone out, and you help both
The suppliers
the manager with reports and the people
Can we receive the calls using a standard
in the workplace by communicating what is
format?
expected of them. As a functional manager,
If a standard format is required for calls, the
you can bridge the gap between both parties,
functional manager needs to facilitate this.
helping you make sure that everyone can
Of course the functional manager should
perform their tasks in the right way.
also continue to communicate with the tool’s
supplier. He can send them a feature request
or ask the support department questions.
Service delivery
management
Functional management
Operator groups
Unit managers and
general managers
The functional manager’s
manager, process owners and
information manager
The operator groups’
policy makers
The end users and
the key users
The functional managers
The (key) operators
Management
HRM
Suppliers
The business
Directional
Management
IT
Operational
Management
Facility
22
TOPDESK MAGAZINE - MARCH 2016
ADVERTORIAL
Experience the future of
service excellence
1 June
TivoliVredenburg
Utrecht
19 May
Royal College of
Physicians, London
SEE is an event that looks beyond the current trends in service management
and shows a sharp vision for the future. Meet international experts and share
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Discover service excellence at SEE: the international service management event.
Interested?
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SEE is powered by
COLUMN
Wolter Smit, CEO of TOPdesk
MORE KNOWLEDGE
SHARING, LESS WORK
“What would it be like if we could reduce the call duration by 25%
and the time spent on calls by 15%?”
Well, if someone were to ask me such a question, I could say
nothing but: “Sounds great. Let’s go for it!”
Reducing the duration makes our customers happier, and a shorter
time spent results in more time for structurally improving other
things. But I don’t believe in miracles. So here’s my next question:
“How do you think you’ll achieve this?”
The answer is surprisingly simple: by recycling knowledge.
You yourself should also check the knowledge base before
answering a customer question. Thanks to your colleagues’
A service desk receives all types of questions. Some things are
keywords your search can be quick. Is the knowledge item what
requested a lot and have similar answers. These questions, logged
you’re looking for? Great! You get to quickly answer that question.
by email or via the self-service portal are answered by someone
Is it not exactly what you’re looking for? Quickly improve it. This
from first line support. That answer – as soon as it’s written in an
helps your other colleagues who receive similar questions.
email or response to a call – is in fact useful knowledge. Knowledge
that you can re-use to answer a similar question.
The difficulty in this is not finding a good knowledge manager.
Rather, it’s the challenge of getting everyone used to writing
Now you’ll hear a lot people say: “Ah! We need a knowledge base!”
everything in the knowledge base. The percentages I mentioned
That’s right, but not quite like you’d expect. Once it’s decided you
before are actual improvements we achieved at our service desk.
need a knowledge base, you’ll often have to assign a knowledge
And the best thing about it is: my colleagues enjoy creating
manager. He’ll design a handy structure – which takes time – and
knowledge. It lets them actively contribute to making everyone’s
write the first articles – which also takes time. But five meetings on
work easier.
and you still haven’t answered any actual customer questions.
At TOPdesk we like to go against the grain, so we gave this method
That’s how not to do it.
a trendy name: Best Practice Knowledge Management. With a
great new TOPdesk version on the way, we’re also going to make
It’s much better if you get everyone who works with customers to
sure that end users can find knowledge via the self-service portal’s
share knowledge. Do you think the answer to a customer question
knowledge base, before they even have to ask a question to the
is useful to other colleagues? Put it in the knowledge base. Even if
service desk. This will not only reduce the call duration, but even the
the answer isn’t perfect or complete, or if it doesn’t fit in a certain
total number of calls.
structure. It doesn’t matter. Most importantly: it should be useful.
Also make sure you use a number of good keywords.
Here’s to a great 2016!
24 TOPDESK MAGAZINE - MARCH 2016
Patrick Mackaaij
… is a marketeer at team Worcade.
HANDLING YOUR
CUSTOMER’S PERSONAL
DATA WITH CARE
You might use TOPdesk to process personal data such as name, email address and login
data. Depending on how you make use of TOPdesk, this can include sensitive information.
It is therefore required that your TOPdesk is secured properly. You can do this with good
login settings, HTTPS, setting up permissions and filters and by limiting export options.
Data Protection Law and data breach notification
Moreover, the DPA was recently extended with guidelines on ‘data
Personal data is data that can be uniquely retraced to an individual. A
breach notification’. These guidelines obligate organizations to report
full name, email address or login data are some examples. These data
lost personal data or the (possible) unlawful processing of this data.
can most likely be found on a person card in TOPdesk.
In December 2007, the Dutch Data Protection Authority (DPA)
When you work with personal data of a sensitive nature, you do not
only have to directly notify the authority in case of a data leak. You also
already wrote that they expect you to secure personal data sent via
need to notify the parties involved because the data leak could have
public internet connections in their article ‘Publication of personal data
negative effects on their personal life.
on the internet’. “Ensure that data transfer is secure by means of the
Whether you record sensitive personal data strongly depends on
SSL protocol,” is a literal statement in the article, which you can read
the application of your TOPdesk. Does your HR department work with
here: http://bit.ly/1L28EJe.
TOPdesk? If so, it’s likely that you have this data on person cards or in
In 2012, the EU also proposed a comprehensive reform of data
protection rules. This resulted in a General Data Protection Regulation,
which, from 2016, can impose fines of up to 4% in case of data breach.
calls. Do you use TOPdesk to support groups of vulnerable people? You
then also process sensitive data.
WORKING SMARTER
Image 1. Padlock icon in the address bar
Accessing TOPdesk via HTTPS?
Many TOPdesk environments are connected to the internet so callers
It is not always clear how the traffic is carried between the caller’s/
and operators worldwide can work with each other. In practice this
operator’s computer and TOPdesk. That is why it’s important to secure
means working from home or using TOPdesk to support consumers or
this connection. It is expected that web browsers will soon warn users
other organizations.
about websites without HTTPS. The warning shown to these visitors
Do you have TOPdesk SaaS? We have already ensured that you access
TOPdesk via HTTPS.
Do you have TOPdesk on-premises? You can easily check whether
will resemble the one shown when the HTTPS of websites is
not correct (anymore). For instance, the certificate might be expired.
I would personally secure TOPdesk on your internal network to
you access your environment via HTTPS. Open your web browser
make sure you do not forget this when you make TOPdesk available via
and navigate to TOPdesk. If the connection is secured you will see a
internet later on.
pictogram of a padlock in your address bar.
HTTPS, TLS and SSL
Your TOPdesk on HTTPS, no problem!
Is your TOPdesk environment not available via HTTPS yet? Please
HTTPS, TLS and SSL are related concepts that are often used
contact your TOPdesk application manager. The manager can check
interchangeably. This is not a problem when it comes to the goal
whether a certificate is available within the organization.
of websites.
Websites can be accessed via the HTTP protocol. The ‘S’ in HTTPS
When there is no certificate available, you can get one plus the
required digital signature within a couple of minutes. Certificate
stands for secure. HTTPS is possible if the websites can be accessed via
supplier Comodo offers free certificates for a ninety-day trial period.
SSL or TS (SSL’s successor). SSL/TS is a technical foundation that can be
You can extend this period afterwards and periodically.
used for a protocol to erase email messages, for example.
We have recently updated our HTTPS documentation, using Comodo
as an example. With this documentation you can install your first
SSL/TLS looks after:
certificate on TOPdesk within half an hour. Read more about this on our
Authentication: an authority uses a certificate to ensure
website: http://bit.ly/TOPdeskHTTPS.
communication with the correct party.
The ninety days provide sufficient time to request a certificate for
Data integrity: messages have control numbers so no one can change
which Comodo performs more checks. An example is the extended
the data unnoticed.
validation of your organization where your web browser shows a green
Encryption: the data is encrypted so no one can listen to them.
bar to visitors on your website.
26 TOPDESK MAGAZINE - MARCH 2016
Editorial
Download this issue and more at
www.scribd.com/TOPdesk
Functional security measures
The TOPdesk Magazine covers subjects that
are topical in the world of professional
There is a data breach when personal data was lost during a security
service desks in IT, facilities and other
incident, or when you cannot reasonably exclude the unlawful
service providing organizations. TOPdesk
processing of personal data. A security incident could be a lost USB,
Magazine is intended for managers, service
theft of a laptop or a hacker attack.
desk employees, facilities organizations and
In the December 2014 issue of TOPdesk Magazine I listed technical
electronic city councils — anyone who is
measures aimed at logging on and keeping your software up-to-date.
involved with supporting clients on a daily
You can read ‘Protecting your TOPdesk environment’ on our scribd page:
basis. This concerns both the processes and
bit.ly/1TOrqX2.
the technology behind these services.
You can also use functional settings to prevent people from getting
access to or changing data. Besides setting up access permissions
TOPdesk Magazine is a TOPdesk publication,
on all cards of a specific type, you can also create filters in TOPdesk.
+44 (0) 207 803 4200, editorial@topdesk.com
Via Modules > Supporting Files you can create branch, category and
operator filters that provide operators with access to only a subset
Editors-in-chief: Milou Snaterse, Nicola
of cards.
van de Velde
Instead of using the operator’s filter to provide suppliers direct
Editors: Nicola van de Velde
access to your TOPdesk environment, you can communicate more
Translators: Laura van Rosenberg, Nicola van
safely and efficiently via supplier platform Worcade. See http://bit.ly/
de Velde
tdm-worcade for more information.
Contributors: Renske van der Heide, Ad Huige,
Finally, from TOPdesk 5.7 on you can avoid the export of lists (such as
Fiona IJkema, Patrick Mackaaij, Wolter Smit
customer and person cards) by taking away this permission from the
Layout: Denise van Rijst
operator via Modules > Supporting Files > Permission Groups > General
Illustration: Frank van Klink
> Export lists.
Photography: Aad Hoogendoorn, Menno van
der Bijl
Copy editor: Nicola van de Velde
A print run of 10,000
Quarterly magazine
Languages: Dutch, English
Copyright © 2016 TOPdesk. Although this
publication has been produced with the
utmost care and attention, the writers
cannot be held responsible in any way for any
damages that may occur due to errors and /
or deficiencies in this publication.
SUPPORT AND MOTIVATE YOUR
EMPLOYEES IN USING THE
SELFSERVICEDESK
To get the most our of this software, it is important to motivate and educate
your employees in it’s use. Use professional and effective communication by
employing Bureau DDC.
Through professional communication advice, Bureau DDC will increase the
number of successful support transactions, and will take care of change
management support.
Visit www.bureauddc.nl/changecommunication to learn more about DDC
services. Or contact one of the communication advisors at +31(0) 88 012 02 50.
We are at your service.
See us at the SEE event!
1st June 2016 • www.see2016.com
PA R T N E R
I N
E F F E C T I E V E
C O M M U N I C AT I E .
W W W. B U R E AU D D C . N L
28 TOPDESK MAGAZINE - MARCH 2016
tips + tricks
Resetting your password
Copying email actions
Self-Service Portal users can reset their own password when
Existing email actions can be copied. With this, you can easily
they have forgotten it. You can activate this functionality
set up new email actions based on these existing ones.
as follows:
1. Go to Settings > Functional settings > Login settings.
Copying an email action:
2. Click ‘Self-Service Portal’.
1. Go to Modules > Action Management > Action Explorer.
3. Under the TOPdesk authentication heading tick the
2. Open the email action you wish to copy.
‘Password resetting’ box.
3. Click the ‘Copy email action’ icon (image 2).
4. Indicate the minimal number of characters the password
needs to contain in the ‘Minimum Self-Service Portal
password length’ field.
> The login screen now shows the ‘Forgot your password?’
link. (Image 1)
The link opens a screen where the user needs to enter their
login name. They will then receive an email with instructions
on how to reset their password.
Image 2 – Copying an email action
Setting up sender
1. Choose in the next screen:
Under Settings > Functional settings > Login settings >
a. What information from the existing email action needs
General you can indicate the sender of the instruction email.
to be copied.
b. For which card you want to create the new email action.
Operator’s Section
Pay attention: when you copy an email action to use on
Under Settings > Functional settings > Login settings >
another card (from a first line call to a simple change,
Operator’s Section you can activate the functionality for users
for example), you need to check the email action on the
who forgot their password for the Operator’s Section.
correctness of the used insertion fields and distribution lists.
Every card type has specific insertion fields and distributions
fields that do not work from other cards.
Visit our Help & Support website for more information on
insertion fields and distribution lists.
Image 1 – Login screen with ‘Forgot your password?’ link
www.topdesk.com