Disclaimer: Most of my readers will know that I’m affiliated with Zendesk. Zendesk do pay me for content and consulting on ITSM and knowledge management stuff. This book review I’m about to do, which covers mapping Zendesk functionality to ITIL processes, has not been commissioned by Zendesk, nor endorsed by them. It is my objective opinion as an independent consultant.
A couple of weeks ago Crystal Taggart released a short guidebook to the Amazon Kindle store. This isn’t the first guidebook she’s released; there’s also a Quick Start Guide to using Axure 7 for rapid prototyping and 10 Secrets for Launching a Software Startup. Crystal describes herself as a technologist and entrepreneur who specialises in creating and implementing solutions that solve business problems. Her most recent book, a Zendesk Quickstart Guide is a step-by-step guide to mapping ITIL processes quickly and easily.
It’s no secret I’ve always liked Zendesk for how it looks, but I’m also a strong believer in their philosophy of “beautifully simple”. We have a tendency in IT operations to over-think things and sign off on expensive lifecycle solutions with All The Things where we’re likely to end up using only a fraction of the available capabilities. Crystal’s book describes an implementation of Zendesk that covers Incident, Problem, Change and Release to the requirements of her client. “The goal was to write a book that would take the reader 1 hour what took me 3 days (and 17 years of experience!) to do.” That’s a bit different from the months it can take to rollout a more complex solution.
She starts out by defining each of those processes and acknowledges that the set up she recommends made sense for this case, and that your mileage may vary depending on your own needs and circumstances.
Crystal maps ITIL terminology to the Zendesk ticket type terminology in the following way:
- Incident = incident
- Request for service = task
- Request for information = question
- Request for change (or enhancement request) = task
- Change control = task
- Problem (or defect) = problem
Tasks are used in place of incident tickets to allow for SLAs to be set up for different categories—a known issue vs an enhancement request, for example.
The book then goes through the step-by-step details on setting up groups that take ticket assignments and custom fields on tickets that feed macros, triggers, automations, and reporting for problem management. Crystal offers definitions for the different priorities of urgent, high, normal and low and designs automations accordingly.
After a brief explanation of how the Zendesk Help Centre can be used as an IT knowledge base, you can learn how to integrate Zapier to have change control notifications created to automatically populate a knowledge base article. This is a really clever, but kind of painful and complicated way of achieving something that should be able to happen natively. It’s the one significant bugbear I have with Zendesk—that knowledge creation is not a part of the native agent workflow, beyond searching for existing articles. The classic Zendesk forums, pre the launch of New Zendesk and the Help Centre, did have the functionality where you could create an article from a ticket with a single click, so I am confident that ability will return some day soon.
The book also provides a plan comparison, but do your own analysis there, because I’m not sure the details are completely accurate.
For not much more than $9, this is a great guidebook for any Zendesk administrator aspiring to meet some level of ITIL adherence in their organisation, or for any ITIL-aware organisation that is considering Zendesk. It’s a beautifully simple explanation (I only wish I’d written it), but it’s not the only way to approach it, so keep in mind that your workflows may change as your processes and organisation matures.