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Advice from an experienced IT Service Desk team leader

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I need some advice from someone who is an experienced IT support team leader. I'm starting that role soon but it'll be the first time I'm having to help build and implement processes designed to monitor and obtain reports on items such as quality and service. E.g. How well the team are doing, what do our users think of us.

I'm familiar with reporting but generally in the past it was done for me. I would just then tweak it within MS Excel. It's been a while but I also really need to learn how to produce a pivot table!

What I really need is some successfully implemented ideas (i.e. procedures/processes) for reporting and monitoring.

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  • BobQ
    BobQ Posts: 11,181 Forumite
    Ninth Anniversary 10,000 Posts Name Dropper Combo Breaker
    Abu_Yoosha wrote: »
    I need some advice from someone who is an experienced IT support team leader. I'm starting that role soon but it'll be the first time I'm having to help build and implement processes designed to monitor and obtain reports on items such as quality and service. E.g. How well the team are doing, what do our users think of us.

    I'm familiar with reporting but generally in the past it was done for me. I would just then tweak it within MS Excel. It's been a while but I also really need to learn how to produce a pivot table!

    What I really need is some successfully implemented ideas (i.e. procedures/processes) for reporting and monitoring.

    If you cannot do the job, why did they give it to you?
    Few people are capable of expressing with equanimity opinions which differ from the prejudices of their social environment. Most people are incapable of forming such opinions.
  • Shawn_Dark
    Shawn_Dark Posts: 295 Forumite
    edited 23 July 2016 at 4:15AM
    I can do the job and they're fully aware of what I can and can't do. They are going to train me on reporting. I just want to show that I've done my own study over the few weeks left.

    I'd really appreciate it if "only those people who can answer the question" (even be it some quick points) comment only.

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  • agrinnall
    agrinnall Posts: 23,344 Forumite
    10,000 Posts Combo Breaker
    Pay to go on a training course before starting if you want to hit the ground running. This is not a free training website or a place to steal other businesses procedures.
  • 74jax
    74jax Posts: 7,930 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Have you googled how to create pivot tables? I use excel loads but every now and again come across something that 'doesnt work' no matter how hard I try and figure out the error. Google is my friend.

    I learnt pivot tables that way as what I was creating didn't reflect what we needed.
    Forty and fabulous, well that's what my cards say....
  • Sanne
    Sanne Posts: 523 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker
    If it's to be ITIL compliant read up on best practices, this will give you a good idea on where to start and where to go.

    In fact, read up on it anyway as there's always something to take from.
  • Shawn_Dark
    Shawn_Dark Posts: 295 Forumite
    74jax wrote: »
    Have you googled how to create pivot tables? I use excel loads but every now and again come across something that 'doesnt work' no matter how hard I try and figure out the error. Google is my friend.

    I learnt pivot tables that way as what I was creating didn't reflect what we needed.

    Morning, yes I'm okay with the pivot tables now, I've been practising a few this morning,. It's just been a while.

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  • Shawn_Dark
    Shawn_Dark Posts: 295 Forumite
    Sanne wrote: »
    If it's to be ITIL compliant read up on best practices, [this will give you a good idea on where to start and where to go.

    In fact, read up on it anyway as there's always something to take from.

    Yes I've got a background in ITIL, I've just not had to use it for over five years. I'm finally with a very good company and they're giving us SDI training.

    I think I was just panicking a bit yesterday because it's a newly formed team and I only got offered the job the same day. Hence I posted the question on this forum and one other..

    The other forum always gives positive responses only. Shame this forum has a few clowns who don't know when to stay quiet.

    Thanks coming your way to both.

    Have a good day!

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  • robatwork
    robatwork Posts: 7,266 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Abu_Yoosha wrote: »
    The other forum always gives positive responses only. Shame this forum has a few clowns who don't know when to stay quiet.

    Any forum that has positive responses only must be vetted.

    You got some negative replies because your original post did sound like asking someone else to do your job for you. You could have worded it better.

    Does this response qualify me as a clown? I pick Pennywise.
  • xapprenticex
    xapprenticex Posts: 1,760 Forumite
    Ive done this stuff in a previous role, its not difficult at all but you can make it sound difficult if you want to use a bunch of business buzzwords.
  • paddyrg
    paddyrg Posts: 13,543 Forumite
    Just checking, you do have an incident/helpdesk system in place so everything is getting logged with times, dates, severity, priority, assignation, etc? That's step zero if you haven't. There are several excellent open source ones.

    Some/most of these will already have reporting functionality, so learn that first, this is a problem that's already been solved 100 times. Learn how to make custom reports maybe as well, so you can adapt them to make some very specific reports for management.

    Current fashionable buzzwords are all around DevOps, and the current fashion in using cloud services is committing wholly to one vendor (reducing interoperability problems, but compounding availability ones). Notice I refer to these as fashions - few years ago it was all about the NoSQL, or Agile, or... well suffice it to say there's no one right answer for every company/situation and it's very fashion-led. Indeed the same few ideas get recycled with new labels. If you want to stay up to date with current fashions, Gartner press releases are what higher-ups read. Very little technical value but at least you'll follow along in buzzword bingo games.

    Finally, read the BOFH, if you don't already.
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