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Are 10,000 Incident Categories too Many? Four Simple Rules for Managing your Categories

Published: August 29 2011, 04:29 PM
by Rich Graves

Hopefully your answer to the above question is a resounding YES. If not then I'm not sure this blog can help you but maybe an episode of "Hoarders" can.

I have worked with many IT support organizations through the years and the quantity of categories in a classification structure is often a hot topic. However, recently I met with one organization that had more than 10,000 categories. And if that's not bad enough the categorization list was growing at a rate of one new category per a day. When I asked how analysts filtered through the list to find the category they wanted to use the response I got was Dilbert-worthy - "whatever category they used last." My favorite follow up question is one that I can guess the right answer to with almost 99% accuracy: "What category do end users choose most frequently in the self-service interface?" (drum roll) "Other" is the most often cited response. Let's step back and think about it. The organization has more than 10,000 categories but only a handful are being used. I'm sure the structure frustrates both IT users and end users and ultimately slows down the incident management process.

Although there is no simple answer to how many Incident categories are right for your organization, there are four simple rules you should always consider:

  1. NO, NO, maybe- Make them ask three times - When someone suggests that we should add a new category, no matter how good of a suggestion it is or who it comes from in the organization, always say no. If they come back and ask again say no again. But if they come back a third time then sit down and discuss it. Everyone can have an idea for a new category off the top of their head but the overwhelming majority of the time it's for an odd case and not something that the organization needs long term. By not responding to each random idea you are ensuring that it is a category that is really required before anyone spends any time thinking about how to implement it best.
  2. If you aren't reporting on it you don't need it - This is a great way to either avoid creating new categories or clean up the existing list. If the organization isn't demanding a report on that specific category and the key metrics for it (i.e. MTTR), then you don't need it.
  3. If you haven't used it in the last six months, you never will - Like my mother always said when we did spring cleaning, "if you haven't worn it in the last year you won't wear it again." From a categorization perspective I would use the rule of six months. Just like spring cleaning there are some exceptions (i.e. ski pants and bad island-themed shirts) that you may keep for emergency situations but otherwise get rid of them. Start by running a simple report on the number of Incidents created (or closed) in each category over the last 12 months. Twelve months is ideal for the first review as to not scare away any IT pack rats. With this report you can quickly see trends and pick out categories that are never used. After initial cleanup schedule a review of your categories every six months and clean away. Trust me it's even more liberating than cleaning out the attic or that old closet at home.
  4. Focus on your audience- Many IT organizations forget that categories should be focused on the end user and therefore should be in their language. Additionally end users don't want a massive list of categories to choose from, so focus on a small number of top level categories (10 to 20) and hopefully no more than 100 total exposed to the end user. Of course you can have more complex categories behind the scenes just for IT, but keep the front end simple. There are plenty of fields in the Service Desk that aren't exposed to end users where you can store complexity. For more thoughts about "knowing your audience" see one of my previous blog posts.

Think about your categorization structure (can be problem and change to) and ask yourself which ones are used most by analysts and end users? When was the last time we did a review and clean up? Trust me it's time to get cleaning.

 

By: Rich Graves
Rich Graves is a Senior Principal Product Manager at CA Technologies. Rich works on a team focused on strategy and innovation for the Service & Portfolio Management Customer Solutions Unit. During his eleven-plus years at CA, he has focused entirely on the Service Management and support market segments...
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7 people have left comments:

Sounds like adding a new category should be a Change complete with business justification!

Posted by: Simon | August 30, 2011 11:01 AM

Simon- That's a very good idea. Introduce some pain/process into it to avoid anyone wanting any new incident categories :)

Posted by: Rich G | August 30, 2011 1:58 PM

Rich - I think, except the first rule rest 3 are real simple to practice. For end users, I strongly believe they should see category suggestions populated in a dropdown dynamically based on what they type in ticket description.

Posted by: Rahul Adokar | August 30, 2011 2:42 PM

I have seen 18,000 as a hosted service.

They included the name of the client, the region within the client, and then every functional are was replicated under that. So it multiplied up beautifully.

Since they were paid differently depending on which incident area the incident fell into they quickly headed towards being unable to bill for their services.

And they fixed that by only using some of the incident areas and ignoring the others.

Posted by: Phil Mead | August 30, 2011 3:09 PM

Rahul- definitely agree that saying No is always the hardest one to actual implement.

Phil- glad I didn't run into that organization

Posted by: Rich G | August 30, 2011 9:43 PM

I agree most organisations could do with some pruning.   But how much depends on your organisation's size, maturity and it's culture.

The "No, no, maybe"  could be viewed as obstructionist.  "Why" instead could lead into the discussion around "if you don't/won't measure it you don't need it".

"Haven't used it in the last 6 months - don't need it"  I can't quite agree with that one.  It depends on the overhead in leaving it around.  Just when you toss it you know the CIO is going to ask for that adhoc report again.  My mother was always throwing things out of my toybox and wardrobe when I was off at school - leading to very ugly scenes when I went looking for them!

The resource required to maintain the list, police its appropriate use, and the benefit is the key.  For instance, pruning completely to a single category of "other" might be perfectly appropriate for certain types of smaller reactive IT shops - those with the sole view of keeping the lights on and who accept an inevitable support cost that they have a gut feel for and don't want to bother measuring.

Everything costs - including pruning.  It will always come back to value for money prospect either for a behemoth or an amoeba.

Posted by: khoward1 | August 30, 2011 11:48 PM

khoward1- excellent points. Ultimately it's all about cost and value. The correct type and amount of categories should be based on driving value at a "cost" (usage and maintenance) that is inline with expectations. Well said.

Posted by: Rich G | August 31, 2011 10:14 AM

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