Servicedesk Plus MSP Overview

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ManageEngine

A division of Zoho Corporation, a bootstrapped,


private, and profitable company

18+ years of 180,000+ 2,500+ 90+ products & 190+


IT management solutions customers employees free tools for IT countries 
expertise  management 
Common challenges
faced by managed service
providers (MSPs)
Inaccurate time I‌mproper tracking and
tracking and billing  servicing of account
tickets

Process automation Violations of service-level


gaps  agreements (SLAs) and
contracts

Suboptimal account Lack of insights into help


(customer) experience desk operations
The result 
Substandard service delivery
experience for both accounts and agents,
resulting in loss of business.
• ServiceDesk Plus MSP is web based,
ITIL-ready help desk software that
helps MSPs centrally manage
all accounts with automated billing and
Some facts about service contracts
Servicedesk Plus
• In the market since 2009 and available
MSP in 36 languages

• ServiceDesk Plus MSP can handle over


750 technicians, over a million
contacts, and
1,000 tickets/day through a single
instance 

• Used across multiple industries such


as hospitality, health care, computer
hardware, government organizations,
NGOs, and many more
Why Why
ServiceDesk Plus MSP?
Best practices out of the Scalable to handle
box for optimal utilization organizations of all sizes
of resources and reduction as individual customers
in delivery costs.  

Highly Easy learning curve for IT


customizable right from staff and end users. Low
account-specific user time to market. Better
interfaces. customer satisfaction.
No coding skills required

Ability to ‌ ight, contextual
T
automate repetitive integration with other IT
tasks to reduce delivery management and business
efforts and costs apps, including for billing
and invoicing
The eight ways ServiceDesk Plus MSP
helps you deliver
exceptional services
profitably
Smartly
1 manage IT
service
delivery for
multiple
organizations 
with account
management
Say goodbye to
2 cumbersome
billing
processes with
automated
billing
Personalize the
3 look & feel
unique to each
account with
rebranding & a
highly
customizable
self-service
portal
Customize pla
4 n type, bill
cycle,
allowance and
usage for
each
customer with
unique service
plans
Improve
5 resolution
times and
promote end-
user self
service by
leveraging the
account-
specific
knowledge
base
Set high
6 standards for
customer servi
ce with criteria-
based
proactive and
reactive
escalations
Track real-time
7 KPIs and help
desk stats with
advanced
reporting
and customiza
ble dashboards
Strengthen
8 service delivery
processes with
out-of-the-box
integrations wit
h IT
management
and business
applications
Top capabilities
• Account management
• Billing and contracts management
• Rebranding individual accounts
• Incident and problem management
• Change management
• IT asset management
• Configuration management database (CMDB)
• Purchase management
• Project management
• Service requests and request fulfillment
• Knowledge management
• Request life cycle management
• Reporting, automation, and SLA management
• Integration with IT management apps
Editions
Enterprise
Help desk + ITIL® +
asset + project

Help desk
Professional
Help desk + asset management Account and contacts
management
Standard Help desk
IT help desk software Billing and contracts
Account and contacts management
Help desk management
Self-service portal
Account and contacts Billing and contracts
management Problem management
management
Self-service portal Change management
Billing management
Asset Management IT project management
Self-service portal
Purchase and contracts Service catalog
Help desk reports
management CMDB
SLA Management
Reports and dashboards Dashboards
Survey
The right package for MSPs Advanced MSP kit with
The perfect starter kit with integrated IT asset all the ITSM processes a
for MSPs management needs service desk needs
Supported databases, browsers, & OSs

Windows Server 2012-2016 MSSQL 2017, 2016, 2014


Windows 7/8/10 MSSQL 2012, 2010, 2008
RHEL 8 and above PostgreSQL
Ubuntu 14.0 and above

Internet Explorer: IE11, IE Edge


Firefox
Google Chrome
Customers
Sample customer implementations

Customer Tech count Accounts Nodes managed Tickets


managed managed

186 ~200 7,560 500,000

150 200 3,000 930,000

55 150 10,000 600,000


Customer
reviews
ManageEngine allows our customers to be kept up-to-date on a three-
tier level (telephone, web and email), provides excellent SLA options
[based] on customers' [needs], allows our technical staff to be kept
updated instantly on all requests, and most of all, provides easy-to-use
reports that can be scheduled, giving me the time to concentrate on
other business requirements

Jason Roberts | Technical manager | TCNS - IT and Networks Support Provider


Customer
reviews
ManageEngine ServiceDesk Plus MSP helps us manage our accounts’
requirements day in and day out, 24x7, in ways that all other help desk
software failed to achieve— and all that without having to spend SIX
figures!

Stephen Rowney | Managing director | Infinet Network Solutions Pty. Ltd.


How
ServiceDesk Plus MSP
helps you deploy best practice for
support operations
Account
Management
Account management structure

Account Regions Sites Departments Requesters


Best practice account management with ServiceDesk
Plus MSP

Provide personalized services  Quickly resolve incidents by Boost the service desk team's
gaining control over user productivity with process
workstations automations
Self-service portal | Unique
login Support emails
Remote monitoring Business rules | SLAs
Billing & contracts
Management
Billing workflow

Account

Bill rule 1
Contract billing

AD HOC Service Bill rule 2


Bills
billing plan

Bill rule 3
Best practice billing with
ServiceDesk Plus MSP

Flexibly bill different Build personalized serv Provide hassle-


accounts based on the ice plans for your acco free, accurate
services delivered  unts billing 

Bill rules Create pre-paid and post- Contract billing


paid service plans Bill Worklogs
cycles/period Timesheets
Base charges
Incident
Management
Incident management
workflow

New incident Categorize, Analysis


Self-service portal, email, prioritize, assign Remote desktop,
phone, chat asset information
SLA, contract, business rule,
tech auto assign

Close ticket Resolve ticket Communicate


Manual/automated, user Knowledge base, resolution with account
acknowledgement, survey templates Chat, email conversation
within tickets, reply templates

Change ticket status


Trigger auto-notifications
Best practice incident management with ServiceDesk
Plus MSP

Multiple channels for reporting Collect comprehensive


incidents  information on the issue
during ticket logging
email | phone | self-service
portal | chat | integrated Customizable incident
business apps templates

Perform hands-free categorization, Move to a shift-left


prioritization, and assignment model for L1 tickets

Self-service portal
Solution auto-suggest
Business rules | Technician auto-
assign | Priority matrix
Best practice incident management with ServiceDesk
Plus MSP

Minimize resolution times  Track and manage SLAs  Ensure prompt and relevant
communication on ticket
Request life cycle | Integrated Response and resolution SLAs progress
knowledge base | Resolution SLA escalations, and actions
templates | Request sharing Bill rules Notification rules | Canned
and collaboration responses | Notes

Reduce reopen rates and Maximize end-user satisfaction


incident backlogs levels
Automated ticket closure |
Incident KPIs | Custom reports User surveys
Advanced analytics
Service request
Management
Service request management workflow

IT service desk
team

Create service Create service Configure service items Publish in


categories (cost, help text, Resources, self-service portal
SLAs, Approvals, tasks) (support groups, user
groups)

Self-service portal

End user

Choose a service, Send for approval Track SLA Trigger tasks Deliver service
Fill the form,
& submit
Best practice service request management with
ServiceDesk Plus MSP

Showcase the wide range of IT Present the right services to


services offered and improve IT the right users
visibility
Role-based user access
Service categories | Service User groups | Service
templates | Resources Plans Contracts

Involve the right stakeholders  Increase the efficiency of


service delivery 
Technician groups | User groups
Business rules | Request life
Organization roles | Service
request approvers cycle | Tasks | SLAs | Task
dependencies
Best practice service request management with
ServiceDesk Plus MSP

Define authorization, Set the right service Track service


escalation, and level expectations for end users delivery costs
notification policies   and technicians
Service costs |
Response and resolution SLAs | Resource costs 
5-stage approval process
SLAs | Notification rules SLA escalation notifications,
and actions
Knowledge
Management
Knowledge management workflow

Create new Organise under Submit for Publish in self-


KB articles topics approval service portal
Text, Images, Keywords for Restrict to support reps or
Attachments better visibility Publish to customers |
Allow ratings/comment
by customers
Best practice knowledge management with ServiceDesk
Plus MSP

Structure and organize Maintain authorship and


the knowledge base  version information

Account based segregation | Solution owner | History 


Rich text editor | Topics |
Keyword search 

Keep a review and approval Define access privileges on


process in place  knowledge artifacts

Solution review and approvals | Technician roles |


Solution expiration User groups
Best practice knowledge management with ServiceDesk
Plus MSP

Preserve knowledge During ticket creation, Track usage and


from incidents and provide end users with efficiency metrics 
problems  contextual suggestions from
the knowledge base Requests resolved by
Convert resolutions a specific solution
into knowledge base
Solution auto-suggest | Self-
articles 
service portal 
Problem
Management
Problem management
workflow

New problem Link related incidents Root cause


Can also be raised from to a problem analysis
within an incident

Close problem Permanent fix


Automatically close Raise change
associated incidents Raise project
Best practice problem management with
ServiceDesk Plus MSP

Identify incidents that require a Precisely define each major Standardize the
root cause investigation problem and quantify the format for defining
business impact problems 

Create a problem ticket Problem templates


Services affected | Add
from an incident assets involved in templates
| Problem logging 

Identify the Make problem management


problem owner  work in tandem with other ITIL
processes
Problem roles |
Technician Associate incidents, changes,
assets, and CMDB with problems
Change
Management
Change management workflow

New change Submission Planning Approvals


Can also be raised from Impact analysis | Rollout plan CAB recommendation
within an incident/problem Backout plan | Checklist Change manage approval

Close change Post implementation Implementation Announcements


review notifications
Best practice change management with ServiceDesk
Plus MSP

Assign solution Maintain a known


implementation to specific error database
users with due dates 
Label a problem
Tasks as a known error 

Track solution Keep notification mechanisms


implementation and in place to keep stakeholders
effectiveness  informed  

Analysis | Workarounds Notification rules |


| RCA Announcements
Best practice change management with ServiceDesk
Plus MSP

Identify the type of Define key roles and


change responsibilities

Change types Change roles

Design processes for different Log, manage, & prioritize


change types change proposals 

Change workflows | Visual Custom change templates


change life cycle with Logging from incident or
multistage processes  problem records | Change
calendar
Best practice change management with ServiceDesk
Plus MSP

Gain clear insights on risks Communicate schedules &


and the impact of changes any downtime to
stakeholders 
Risks | Change planning,
including impact analysis & Downtime schedule |
rollout plans | CMDB integration Announcements
for downstream impact  

Put an effective approval Measure the progress &


mechanism in place  effectiveness of change
implementations
CAB | Change manager 
Implementation checklist |
Tasks | Project association 
Best practice change management with ServiceDesk
Plus MSP

Keep contingency Implement continual service


plans in place improvement

Back-out plans Post-implementation


reviews | Change KPIs

Make change management


work with other ITSM
processes 
Integration with incident,
problem, asset, project
management, and CMDB
Project
Management
Project management
workflow

Create new project Create Add and manage


Project types milestones & tasks resources
Project roles

Close File worklogs Track progress using


project gantt chart

Change project status


Best practice project management with ServiceDesk
Plus MSP

Collect all relevant information Break down your projects


beforehand to identify the into subactivities 
scope, budget, and time needed

Milestones | Tasks
Project templates

Effectively track the


Define different roles and
progress of projects
responsibilities 

Project status |
Project roles | Members
Gantt charts
Best practice project management with ServiceDesk
Plus MSP

Keep track Use data to make Integrate project


of the effort spent at a better decisions on- management with
granular level the-go other ITSM modules

Worklog | Project overview map | Associate requests and


Timesheets Project reports changes with projects
Asset
management
Asset management workflow

Purchase new
asset

Build asset Map assets to users SAM


inventory loan assets Licensing
Associate purchase Metering
And contracts Service packs

Scan
Network scan
Windows domain scan
Distributed asset scan
Barcode scanning
Support other Build CI
ITIL processes Relationships
Incident management
Project management
Change management

Change asset status | Trigger expiry notifications


Best practice asset management with ServiceDesk
Plus MSP

Gain control over all Classify asset & Track assets across their life
hardware and software product types  cycle from requisition to
inventory retirement, along with
Asset types | ownership
CMDB | CI types | CI Product types
relationships |
Asset states User-
Business views
workstation mapping |
Asset loans
Best practice asset management with ServiceDesk
Plus MSP

Map relationships Keep track of asset Manage all your software


between assets and depreciation and license investments
business services other costs  
Software, license, and
Depreciation agreement types
Multi-source discovery
modes (Agents, Cost center | GL
Windows/network/ codes
distributed scans) |
Barcode-based
discovery
Best practice asset management with ServiceDesk
Plus MSP

Track software usage and Stay on top of your IT purchases 


compliance
Purchase management | Vendor list |
Software metering | Software Approvals | Invoice and payment
and license dashboards | Associated assets

Centralize the asset contracts Ensure that your ITAM supports


management process other ITSM process 

Contract details | Renewal detail Asset information in incidents,


Child contracts | Expiry notifications problems, changes, & projects, &
Associated assets mapping to CMDB
Reporting
Reporting in ServiceDesk Plus MSP

Pre-defined
reports

Customizable
Configure & Schedule Generate &
reports
modify reports  reports share reports 
Report type, Choose Knowledge Email as HTML,
desired data, Filter options, base XLS, CSV and PDF |
Save reports Customize
dashboard

Query
reports
Reporting in ServiceDesk Plus MSP

Keep tabs on your key Keep key stakeholders Mine information about
service desk metrics  and CXOs informed your service desk from the
periodically available data 
Out-of-the-box reports
Live dashboards | Custom Scheduled reports | Email Custom reports (tabular,
dashboard widgets reports automatically | matrix, summary, & audit
Export reports as HTML, reports) | Query reports |
PDF, XLS, and CSV files Custom CI reports
Integrations
Integrations in ServiceDesk Plus MSP
Integrations in ServiceDesk Plus MSP

Share desktops Trigger automated software


remotely; connect to and deployments and enable mobile
troubleshoot workstations device management capabilities
Integrations in ServiceDesk Plus MSP

Provide a personalized
Accelerate productivity by
response by seeing the caller's
knowing the geographical
personal details such as name,
location of on-site technicians and
account, site, and pending tickets
account (client) sites for
before even answering the call 
faster field service delivery

Computer Telephony Integration

Maps
Roadmap
Gamification Kanban View Release Management

Turn work into a fun Optimize your Provide strategic visibility


game. Break away requests effectively for change deployments
from everyday as cards and project delivery 
monotony with the Kanban Vie
w
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