self-service portal key considerations matthew neigh cherwell technology evangelist © 2013 cherwell...

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Self-Service Portal Key Considerations Matthew Neigh Cherwell Technology Evangelist © 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com Twitter @mattneigh | LinkedIn www.linkedin.com/in/matthewneigh

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Self-Service PortalKey Considerations Matthew Neigh

Cherwell Technology Evangelist

© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Twitter @mattneigh | LinkedIn www.linkedin.com/in/matthewneigh

© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

A Story

Twitter @mattneigh | LinkedIn www.linkedin.com/in/matthewneigh

© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Ready…

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© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Starting Point…

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What is the end result we are after?

What is keeping our constituents from using Self-Service?

How much of a cultural change will this be for our organization?

Do we keep what we have or start over?

© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Set…

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© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Ease of Use

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© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Ease of Use - Questions

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GOAL: Make using the Portal the first place your constituents start

Are there Incidents you constantly log?

What workflows could be automated?

Is a Service Catalog for us?

What tasks are taking away from your IT?

© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Not just IT

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© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Not just for IT - Questions

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GOAL: Get rid of “silo’s” that our constituents have to navigate

Are there other departments that would benefit from a one-stop shop?

Are there other sites that our constituents are constantly navigating to?

© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Transparency in IT

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© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Transparency - Questions

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GOAL: Reduce the number of inquires made to IT

What data/reports are constantly being requested by our constituents?

Do different constituents need different reports/data?

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Collaboration

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© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Collaboration - Questions

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GOAL: Empower our constituents to be part of the solution

Do our constituents already collaborate amongst themselves?

Are there areas their insights could benefit everyone, including IT?

Are there Subject Matter Experts lurking in our organization?

© 2013 Cherwell Software, LLC All Rights Reserved www.cherwell.com

Go!

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Matthew Neigh

Cherwell Technology Evangelist