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What is "Self-Service"?

Published: October 26 2009, 09:30 AM
by Dave Wilt

Image courtesy of Flickr user streamishmcWhat is the defining characteristic of "self-service?"  Does the answer change when we ask from the service desk manager's perspective vs. the business end user's?

Many in the service desk world have come to think of "Web-based submission of a ticket" as "self-service" (with apologies to ITIL, "incident or request" is too cumbersome here so I'm using "ticket").  But really, what "service" are we enabling business users to "serve themselves" with here?  If the business user sees "submit a ticket" as a service, then I'll concede that web-based ticket submission is self-service in its own right.  What would your business users think?

What about the service desk manager - isn't reducing IT staff time on intake a good thing?  Of course it is, but isn't that aiming awfully low for self-service?  Isn't what happens AFTER the ticket is submitted - regardless of how it's submitted - more important to both the business user and IT?

Although the service desk manager can certainly cut costs by letting users input their own tickets into the system, eliminating the phone call isn't the main point for the user. It's getting what they need quickly.  If I use the world's slickest iPhone app to simply jiggle the phone to request a password reset, but then I wait a few hours for someone from IT to call me at my desk, confirm my identity and manually reset my password, was that "self-service?" The service I wanted was a password reset, not to submit the ticket for it.

As a business user I might use the Web, iPhone or Blackberry app, make a phone call into an Interactive Voice Response system, or use a carrier pigeon to submit a ticket.  From my point of view all I'm really changing is the transport mechanism for the request.  Making a phone call to explain an issue or request to a live IT person might be an inconvenience to some, but it might be easier, faster or reassuring to others. 

I would suggest that "self-service" is both about:

1) empowering the user to get what they want as quickly as they want it, and

2) eliminating IT staff interventions (isn't it nice that the second supports the first).  A knowledge system where users can search and find answers themselves is a good example of "true self-service" (provided the user gets what they need in the knowledge). A service catalog with back-end fulfillment workflow can also satisfy both the end user satisfaction and IT savings goals of self service -  even more so when the automation is "closed loop" by tying into identity management, software provisioning, or other "last mile" execution tools to deliver what the user needs.

Don't get me wrong, easy submission of tickets is a good thing.  But if we want to reap the rewards of self-service we need to aim higher in what we mean when we say it.  And if we want to promote "self-service" to the business user community let's make sure we know what they think self-service is.   Meanwhile if anyone has that jiggly iPhone feature in the works, let me know. 

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By: Dave Wilt
Dave Wilt is Director of Product Marketing for CA with a focus on service management with a particular interest in Service Portfolio Management, Service Catalog, Configuration Management Database/CMDB and IT Asset Management. Dave’s 20 years in technology include stints at HP, BMC, Ariba, Vitria, a...
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5 people have left comments:

Dave, this is a very good discussion point.  Self-Service in and of itself, is and should be about providing the end user with the ability to actually get what they need/want as quickly as possible, whether or not that is creation of a new request, incident, order h/w, s/w or anything else, as well as have access to whatever is part of my business needs.  This is and should really be both IT and non-IT portlets of information.  Thus the old idea of having portals available into what needs are necessary by your business function, this is similar to what is needed for self-service.  Thus we are getting back to that same mindset in 2009.  The tough part is actually extending the capabilities of what business needs with IT infrastructure since not all business units have defined their needs or capabilities, thus they rely on IT to automate and provide access to these capabilities.  

Self-Service will very soon be beyond what we as IT can deliver in the short term.  We must integrate better into what the true needs are quickly and be able to adapt to the changing business needs and effectively present these new services to the end users.  Right now the best method is to create that end user interface with accesses into all of the major needs of the end users and provide them the one-stop shopping capabilities to minimize their efforts and keep them focused on their job with the organization.  

Posted by: Randal Locke | October 28, 2009 9:41 AM

What I think is the key take away from this post is that self-service should be looked at from the business user perspective. It can't be a tool with the goal of just lowering IT costs, rather the goal should be to lower business user down time or drive business user efficiency.

Posted by: Rich G | October 28, 2009 9:46 AM

Your statement "It's getting what they need quickly" sums up the philosophy of "self service" perfectly, and the idea of a client survey will quickly confirm whether they feel they are achieving this or not.

Best regards,

Rod

Posted by: Rod Weir | October 29, 2009 6:35 AM

This self-service is closely aligned with an actionable servcie catalog.  Automated provisioning cannot happen without intelligent ticket classification and workflow addressing the entire customer experience from submit to satisfication confirmation. Self-service with knowledge that allows the users to resolve their ticket themselves is often called Self-Help, as in the user helps themselves based on the information presented to them.  Another aspect of self-service you did not touch on is the ability for the user to start service anytime and anywhere thus it is most often associated with a web application that is always on and available anywhere the Internet can be reached.  Many times the access and immediacy of response outweighs the time users must spend learning and performing the service themselves.  Because I can raise a ticket when it is convenient to me and get status immediately back I like self-service. If it were not always available or the information was wrong or not changed within my online session then I quickly stop using the self-service option and go to the now easiest way to access the service.

Posted by: Brent Knipfer | October 29, 2009 11:42 PM

This is one of those aspects that always opens long and interesting discussions with clients from where we can learn a lot. Of course IT wants to "push out" the costs of managing requests (incidents, cases, etc), of course IT believe that offering Self Service is good for the users and we tag it as "increasing user productivity". The reality is that if it is not done properly IT is actually decreasing users productivity that have to look for answers themslefves and increasing the costs of Business operations (even if maybe reducing the costs of support if calculated on number of tickets). Quickly we reach the point where we are asked so what's the right approach?

it is in the ability to offer a Self Service that is effective, that we can create real Self Service. To direct the user quickly to a possible solutions with a structured and updated knowledge base, to offer through the web a channel to interact with the help desk via chat or ask the help desk to call back asap. It's true Dave, only being able to record a ticket doesn't do it...

and for the future? we have a good joke in Italy that I think you'll soon adopt in US. FIAT (yes, the car manufacturer that bought Chrysler) for years offered Self Service to its client. Simply follow another FIAT and sooner or later you'll be able to pick up a spare part that falls off :-)

ok, apologies to Fix It Again Tony, but this sounds very much like Social IT Network, the ability ot find the information needed to solve our issues via the help of our communities even without asking the Help Desk.

it's just one of the many exmaples of the chanllenge of our time, bringing the experience users can have at home using iPhon, facebook, twitter etc  into the enteprise and supported by enterpirse-class technology

Ciao

Enrico

Posted by: Enrico Boverino | October 30, 2009 9:35 AM

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