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It Improve Service Desk Ticket Queue Management Storyboard v1
It Improve Service Desk Ticket Queue Management Storyboard v1
Queue Management
Strong queue management is the
foundation to good customer service
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Analyst Service Desk and IT leaders who are struggling with low efficiency, high backlogs,
missed SLAs, and poor service desk metrics often think they need to hire more
Perspective resources or get a new ITSM tool with better automation and AI capabilities.
However, more often than not, the root cause of their challenges goes back to the
Secure your foundation before fundamentals.
you start renovating. Strong ticket queue management processes are critical to the success of all other
service desk processes. You can’t resolve incidents and fulfill service requests in time
to meet SLAs without first getting the ticket to the right place efficiently and then
managing all tickets in the queue effectively. It sounds simple, but we see a lot of
struggles around queue management, from new tickets sitting too long before
being assigned, to in-progress tickets getting buried in favor of easier or higher-
priority tickets, to tickets jumping from queue to queue without progress, to a
seemingly insurmountable backlog.
Once you have taken the time to clearly structure your queues, assign resources,
and define your processes for routing tickets to and from queues and resolving
tickets in the queue, you will start to see response and resolution time decrease
along with the ticket backlog. However, accountability for queue management is
often overlooked and is really key to success.
Info-Tech Insight
If everybody is managing the queue, then nobody is. Without clear ownership and accountability over each and every queue it
becomes too easy for everyone to assume someone else is handling or monitoring a ticket when in fact nobody is. Assign a Queue
Manager to each queue and ensure someone is responsible for monitoring ticket movement across all the queues.
A host of different factors influence service desk response time SOURCE: FRESHDESK, 2021
• Tickets come in through multiple channels and aren’t consolidated into a single queue • Long response times
• New tickets sit unassigned for too long, resulting in long response times • Long resolution times
• Tickets move around between multiple queues with no clear ownership • Poor workload distribution
• Assigned tickets sit too long in a queue without progress and breach SLA and efficiency
• No accountability for queue ownership and monitoring • High backlog
• Technicians cherry pick the easiest tickets from the queue • Disengaged, frustrated staff
• Technicians have no easy way to organize their queue to know what to work on next • Dissatisfied end users
Info-Tech Insight
A growing backlog will quickly lead to frustrated and dissatisfied customers, causing them to avoid the service desk and seek
alternate methods to get what they need, whether going directly to their favorite technician or their peers (otherwise known as shadow IT).
Info-Tech Research Group | 7
Dig yourself out with strong queue
management
AS QUEUE MANAGEMENT MATURITY INCREASES:
Strong queue management is the
foundation to good customer service.
01. Define your optimal queue structure 06. Always keep ticket status and
documentation up-to-date
*Queues may be defined by skillset, role, ticket category, priority, • Priority (e.g. P1, P2, P3, P4, P5)
or a hybrid. • Resources may be assigned to multiple queues.
Info-Tech Research Group | 10
Define your optimal queue structure (cont.)
Incoming tickets Tiered generalist model
from all channels
• All incidents and service requests are routed to Tier 1 first,
Generalists focused on
who prioritize and, if appropriate, conduct initial triage,
Tier 1 troubleshooting, and resolution on a wide range of issues.
first tier resolution
• More complex or high-priority tickets are escalated to
resources at Tier 2 and/or Tier 3, who are specialists working
Specialists split between
T2/3 T2/3 T2/3
projects and support on projects in addition to support tickets.
Unassigned queue
Incoming tickets
• Very small teams may work from an unassigned queue if there
from all channels
are processes in place to monitor tickets and workload balance.
• Typically, these teams work by resolving the oldest tickets first
Unassigned
queue regardless of complexity (also known as First In, First Out or
FIFO). However, this doesn’t allow for much flexibility in terms of
priority of the request or customer.
Info-Tech Research Group | 11
#2: Design and assign resources to
relevant queues
Once you’ve defined your overall structure, define the content of each queue.
Organize Info-Tech
queues by Insight
content.
Customer Problem type Hybrid Start small; don’t
For Workgroup
group create a queue for
example: Queues aligned with Queues are defined every possible
Queues separated For larger companies ticket categories by multiple criteria ticket type.
by skill or serving multiple represent issue type (e.g. a queue for Remember that
workgroup within locations or client (e.g. hardware, each workgroup or someone needs to
the IT department groups, queues may software, Office tier and within
(e.g. server team, be aligned to each be accountable for
suite, ERP). If using some of those
security, apps group representing each of these
this model, be sure queues, queues for
team). where the request your categories are specific issue types
queues, so only
came from. clean and simple. or priorities). build what you can
Assign monitor.
resources Most service desk technicians will be assigned to multiple queues,
to queues depending on their level and area of expertise.
Info-Tech Research Group | 12
#3 Define and document queue
management processes
A clear, comprehensive, easily digestible SOP or workflow outlining the steps for handling new
tickets and working tickets from the queue will help agents deliver a consistent experience.
PROCESS INCLUDES: DEFINE THE FOLLOWING:
• Ensure a ticket is created for every issue coming from • How should tickets be prioritized?
every channel (e.g. phone, email, chat, walk-in, portal). • How should tickets from each channel be prioritized and routed? (e.g. are
• Assign a priority to each ticket. phone calls resolved right away? Are chats responded to immediately?)
TRIAGING
• Categorize ticket and add any necessary documentation • Criteria that determine where a ticket should be sent or assigned (i.e. ticket
INCOMING
• Update ticket status. category, priority, customer type).
TICKETS
• Delete spam, merge duplicate tickets, clean up inbox. • How should VIP tickets be handled?
• Assign tickets to appropriate queue or resource, • When should tickets be automatically escalated?
escalate when necessary. • Which tickets require hierarchical escalation (i.e. to management)?
• Continually update ticket status and documentation. • In what order should tickets be worked on (e.g. by priority, by age, by
WORKING
• Assess which tickets should be worked on or completed effort, by time to breach)?
ON ahead of others. • How long should a ticket be worked on without progress before it should
ASSIGNED • Troubleshoot, resolve, or escalate tickets. be escalated to a different tier or queue?
TICKETS • Exceptions to the rule (e.g. in which circumstances should a lower
priority ticket be worked on over a higher priority ticket).
Info-Tech Research Group | 13
Process recommendations Info-Tech Insight
Think of your service desk as an
As you define queue management processes, keep the emergency room. Patients come
following advice in mind: in with different symptoms, and
the triage nurse must quickly
Prioritize first assess these symptoms to decide
Rotate triage role
who the patient should see and
The triage role is critical but Priority matrixes are necessary for consistency
how soon. Some urgent cases will
difficult. Consider rotating your but there are always circumstances that require
need to see the doctor
Tier 1 resources through this judgment calls. Think about risk and expected
immediately, while others can
role, or your service desk team outcome rather than simply type of issue alone.
wait in another queue (the
if you’re a very small group. And if the impact is bigger than the initial
waiting room) for a while before
classification, change it.
being dealt with. Some cases
who come in through a priority
channel (e.g. ambulance) may
jump the queue. Checklists and
Limit and Consider
criteria can help with this
prioritize channels Define VIP treatment time zone decision making, but some
You decide which channels to enable In some organizations, the If users are in degree of judgement is also
and prioritize, not your users. Phone same issue can be more critical different time zones, required and that comes with
and chat are very interrupt-driven and if it happens to a certain user take their current experience. The triage role is
should be reserved for high-priority role (e.g. client facing, c-suite). business hours into sometimes seen as a junior-
issues if used. Your users may not Identify and flag VIP users and account when level role but it actually requires
understand that but can learn over clearly define how their tickets choosing which expertise to be done well.
time with training and reinforcement. should be prioritized. ticket to work on. Info-Tech Research Group | 14
For more Info-Tech’s blueprint Standardize the Service Desk
will help you standardize and document core
detailed service desk processes and functions, including:
guidance,
and responsibilities
• Metrics and reporting
Desk
• Prioritization and escalation
• Service request fulfillment
• Self-service considerations
• Building a knowledgebase
Most ITSM tools have default queues out of the box and the option to create as many custom
Info-Tech queues, filters, and views as you need. Custom queues should allow you to name the queue, decide
Insight which tickets will be sent to the queue, and what columns or information are displayed in the queue.
It can be
overwhelming to Before you configure your queues and dashboards, sit down with your team to decide what
support agents you need and what will best enable each agent to manage their workload.
when their view is
a long and never- Decide which queues each role should have access to – most should only need to see
ending queue. Set
their own queue and their team’s queue.
the default
dashboard view to
Configure which queues or views new tickets will be sent to.
show only those
tickets assigned to Configure automation rules defined earlier (e.g. automate sending certain tickets to specific
the viewer to make
queues or sending notifications to specific parties when certain conditions are met).
it appear more
manageable and
Configure dashboards and reports on queue volume and ticket status data relevant to each
easier to organize.
team to help them manage their workload, increase visibility, and identify issues or actions.
Info-Tech Research Group | 22
Configure queues to maximize productivity
The queue should quickly give your team all the information they need to prioritize their work, including ticket status, priority,
category, due date, and updated timestamps. Configuration is important - if it’s confusing, clunky, or difficult to filter or sort, it
Info-Tech
Insight will impact response and resolution times and can lead to missed tickets. Give your team input into configuration and use
visuals such as color coding to help agents prioritize their work – for example, VIP tickets may be clearly flagged, critical or
high priority tickets may be highlighted, tickets about to breach may be red.
Last
Filters Requester Subject Priority Status Category Agent Submitted Due
updated
My assigned Alexander
Can’t connect to printer Open Printers 05/Jun/22
tickets Cabrera
My open tickets Mae I can’t access the SVN
High In progress Server Allison Wilson 05/Jun/22 05/Jun/22 05/Jun/22
Clarke server
My in-progress
tickets Angela Problems with software Software
Low Assigned Reyna Limon 05/Jun/22 05/Jun/22 10/Jun/22
Novak update update
Recently viewed
Enid
Cannot log in Critical Resolved Access George Zainal 04/Jun/22 04/Jun/22 04/Jun/22
All tickets Friedman
Darell
+ Add new filter Deleted file by accident Medium In progress Other Stefan Castilla 04/Jun/22 05/Jun/22 07/Jun/22
Roberts
Track metrics that give visibility into how quickly tickets are being resolved Info-Tech Insight
and how many aging tickets you have. Metrics may include:
It can be easy for high priority work to
• Ticket resolution time by priority, by workgroup
constantly push down low priority work,
• Ticket volume by status (i.e. open, in progress, on hold, resolved) leaving the lower priority tickets to
• Ticket volume by age constantly be ignored and users to be
• Ticket volume by queue and assignee frustrated. If you’re struggling with aging
tickets, backlog, and tickets breaching SLA,
Regularly review reports on these metrics with the team. experiment with your team and queue
structure to figure out the best resource
Make it an agenda item to review aging tickets, on hold tickets, and tickets distribution to handle your workload. This
about to breach or past breach with the team. could mean rotating people through the
triage role to allow them time to work
Take action on aging tickets to ensure progress is being made. through the backlog, reducing the number
of people doing triage during slower
volume periods, or giving technicians
Set rules to close tickets after a certain number of attempts to reach
dedicated time to work through tickets. For
unresponsive users (and change ticket status appropriately).
help with forecasting demand and
optimizing resources, see Staff the Service
Schedule times for your team to tackle aged tickets or tickets in the backlog. Desk to Meet Demand.
Info-Tech Research Group | 24
Activity 1.1: Define ticket queues
1 hour
Map out your optimal ticket queue structure using the Service Desk Queue Structure
Input Output
Template. Follow the instructions in the template to complete it as a team.
The template includes several examples of service desk queue structures followed by • Current queue • Defined service desk
space to build your own model of an optimal service desk queue structure and to structure and roles ticket queues and
document who is assigned to each queue and responsible for managing each assigned
responsibilities
queue.
Research
service desk.