Using Help Desk Software for Better Management
An American Airlines Federal Credit Union Case Study

 

By Gemma Young
Oct. 22, 2003

Three years ago, the IT department at American Airlines Federal Credit Union, Dallas, tracked all help desk calls manually on a 2' x 3' whiteboard with space for no more than 45 requests. Since then, American Airlines FCU has automated the process with help desk software, ensuring a timely response to computer equipment problems experienced by any of the 475 users in its 40 branches.

But the value of the software has extended far beyond the credit union's initial intent of gaining better control over its trouble calls.
 

The help desk software adopted by American Airlines FCU is also used to archive all service request histories for reporting and reference purposes, proactively identify recurring problems, justify the headcount in the 22-person MIS/help desk department, and manage IT projects ranging from switching budget systems to outfitting new offices. Weekly reports generated with the software shape everything from productivity evaluations of each IT staff member to establishing departmental priorities.

"Our help desk software has become a vital tool for managing and optimizing our IT operations," says Jesse Davis, MIS supervisor over operations for American Airlines FCU, the eighth largest credit union in the country with $4 billion in assets. "We literally live by it."

Resolving Problems Efficiently
The help desk package that American Airlines FCU uses is HelpSTAR from Help Desk Technology Corporation, Mississauga, Ontario, a problem management solution selected by the credit union because it combines broad functionality, ease of use and rapid out-of-the-box deployment with self-help features that speed problem reporting and resolution. The credit union was able to roll out the software in just a few days in May 2000 with no customization, and bring the first users on line almost immediately.

At the most basic level, HelpSTAR has helped American Airlines FCU's MIS team efficiently manage an expanding IT workload that today averages 350 pending jobs at any given time. The system organizes and streamlines problem handling through a variety of strategies.

Users can log their own service requests directly into the program, send an e-mail request that is automatically converted into a help desk ticket, and check the current status of any call through a self-service Web interface—all features that minimize IT staff phone time. Both end users and the MIS team can consult a "best solutions" database to quickly find answers to common problems, in some cases allowing do-it-yourself fixes that require no staff intervention. The software generates alarms to alert staff to new service requests and other developments to keep work moving.

Improving Daily Operations
Beyond its basic function of helping the credit union keep track of which IT fires staff are fighting on a daily basis, HelpSTAR supplies crucial reporting capabilities that assist the credit union's staff in both weekly and long-range planning and service improvements. Every Monday, the MIS management team reviews reports analyzing the previous week's closed and in-service calls by factors such as requesters, problem types, priority level, handling time and support rep assigned to the job. This aids in time allocation for the upcoming week.

In addition, longer-term reports are used to uncover patterns indicating systemic problems that may need special attention. With more than 21,000 historical calls now in the HelpSTAR database, American Airlines FCU has been able to use the trends identified in these reports to reduce the need for daily troubleshooting in certain areas. For example:

  • A pattern of repeated complaints about slow network response times revealed by the reports prompted the credit union to invest in network monitoring equipment that detects most network problems before they affect users.
  • Recurring problems on newly installed equipment led IT managers to create two standard build guides providing step-by-step instructions for installing and configuring PCs/workstations and servers.
  • Frequent user difficulties with locating some of the 300 daily reports that the MIS department produces on core credit union operations triggered extra user training on how to find reports in the CU's imaging system.

Facilitating Project Management
Over time, American Airlines FCU also has discovered that it can use HelpSTAR to track and manage major IT initiatives unrelated to calls for help from individual users. These projects range from implementing a new collections module to migrating the organization from dot-matrix to laser printers, transitioning to a new UNIX operating system and provisioning each new branch office with data circuits and computer equipment.

Each project is broken down into discrete components that are entered into the help desk program as separate calls, and all correspondence on a given project is documented in the call log. Tracking projects in this way has simplified efforts to establish accountability, set priorities, manage multiple projects simultaneously and complete projects on schedule.

"Before we purchased HelpSTAR, we tried to track calls and projects with an internally developed database system, but it didn't work well even for basic tasks like logging service requests," says Bob Barry, American Airlines FCU network manager. "Help desk software has changed the way we work in multiple ways, and all for the better. We consider it the ultimate management tool."

Gemma Young is product manager for Help Desk Technology Corporation, Mississauga, Ontario.
 

  
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