![Page 1: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/1.jpg)
Tammy Jo MartinezUniversity of New Mexico
Tammy Jo (TJ) Martinez is the current Director of Customer Support at the University of New Mexico Information Technologies and focuses her efforts on showing the value of the Service Desk as the face of IT. TJ serves as the UNM IT Agreements Committee Executive Sponsor and has led UNM IT to move from handshake agreements to formal service level agreements. The group has created several campus wide SLAs. TJ also directs the Workstation Management team at UNM IT and has successfully stood up a Managed Workstation program fee for service. TJ has presented at New Mexico Technology in Education (NMTIE), Educause, HDI Rio Grande Chapter and HEF Forums.
“Expect More from Your Cherwell Self-Service Portal”
![Page 2: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/2.jpg)
Expect More from Your Cherwell Self-Service PortalCherwell Global ConferenceSession: #601Speaker: Tammy Jo Martinez
2
![Page 3: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/3.jpg)
Agenda• Background• Opportunities• What we did• Outcomes• What’s next• Collaboration• Q&A
3
![Page 4: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/4.jpg)
A little about myself…• Director, Customer Support Services, Information Technologies• UNM – Customer Advisory Board since 2011• Cherwell Global Conference 2013 – Participant• Attended a Session facilitated by Steven Waxler• Avante Solutions | Cherwell Implementation Partner, Professional
Services Firm with Expertise in Service Management• Blueprint California State University, Fresno • We invited Avante to join us as a consultative body as we worked
through the re-implementation of our ITIL processes and Cherwell system!
• We benefited from the Cherwell Community!
4
![Page 5: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/5.jpg)
About UNM – Go Lobos!• The University of New Mexico (UNM)• Health Science Center• Academic – medical professions• Clinical practice
• Albuquerque, New Mexico, United States • Public Research University• State's Flagship Research Institution• Largest Post-Secondary Institution in the State in total
enrollment, across all campuses, as of 2012• One of the State's Largest Employers
5
![Page 6: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/6.jpg)
Who are you?Activity
6
![Page 7: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/7.jpg)
Who are you?• Pick someone near you.• Introduce yourself to them if you need to.• Ask them how they prefer to be introduced. • Listen for about 1 minute.• Take turns.
7
![Page 8: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/8.jpg)
UNM | IT• Statistics• IT Consumers
• Students = 34,000• Faculty = 4,000
• IT Staff• Employees = 10,000• Help Desk = 7 FTE, 30+ Students
• Purchased Cherwell System in 2010• Joint Purchase with The University of New Mexico Hospital• Recognized two times with the Pinion Award through Quality
New Mexico
8
![Page 9: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/9.jpg)
Opportunities
9
Provide value
Increased Demand on IT to Deliver
Reduced Resources
Improve Quality
![Page 10: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/10.jpg)
Why did we do this?• Communication is the big idea.• Communicating on behalf of others is a really big idea.• CIO not a huge fan of current portal• Neither were the customers
10
![Page 11: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/11.jpg)
Focus Group• What do you like or don’t like about the current Help.UNM
self-service portal?• Have you used the list of common requests?• How clear are the instructions for submitting a new service
request? Didn’t like the search• How easy is it to find what service you need to request?• How do you navigate within Help.UNM? Do you use the drop
down menus or do you use the Search box to look for the service you wish to request?
11
![Page 12: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/12.jpg)
Results from Focus Group• “Slap in the Face”• Really need to know IT to “use” the Self Service Portal…• Results…
12
![Page 13: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/13.jpg)
UNM IT had 2 big problems :
• The Self-Service Portal did not focus on Value Delivered to the Customer.
• The Self-Service Portal required Customers to understand IT’s Ownership, Processes and Risks!
13
![Page 14: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/14.jpg)
![Page 15: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/15.jpg)
![Page 16: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/16.jpg)
![Page 17: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/17.jpg)
Customer can’t tell uswhat they know.
• Break/Fix• New• Modify• Disable
![Page 18: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/18.jpg)
Objectives for this course• Contribute to improving the use of Cherwell across UNM
Objectives
![Page 19: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/19.jpg)
Objectives:• Refresh Customer Service Values• Introduce ITIL Concepts• Connect ITIL with UNM IT Goals• Consulted with Avante to re-implement Cherwell and to
redesign our Self-Service Portal• California State University, Fresno Blueprint
19
![Page 20: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/20.jpg)
Customer Service
![Page 21: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/21.jpg)
Services & Processeswith Management Tools
![Page 22: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/22.jpg)
What is a service?• ITIL’s definition: “A service is a means of delivering value by
facilitating outcomes without having to own the process or the risks.”
• Let’s put this another way.
22
![Page 23: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/23.jpg)
A service is a means of:• Delivering value • Facilitating outcomes
without owning
• The process• The risks.
23
![Page 24: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/24.jpg)
Improve how Cherwell is used in IT
![Page 25: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/25.jpg)
UNM core values in play:• Access with support to succeed• Supporting UNM users and IT staff with access to
communications and task management tools• Respectful Relationships• Between UNM IT and users, and between IT departments who
depend on each other for information and task fulfillment• Integrity• Upholding OLA/SLA promises, deploying IT resources effectively,
and maintaining service quality to users
25
![Page 26: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/26.jpg)
Blueprint
26
![Page 27: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/27.jpg)
Self-Service Portal
27
![Page 28: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/28.jpg)
hello
![Page 29: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/29.jpg)
Live Demo
29
![Page 30: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/30.jpg)
OutcomesSatisfaction
30
As I showed the new portal to my boss, I noticed he was smiling ear to ear and
trying to contain his excitement.
![Page 31: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/31.jpg)
What’s in It for Customers?• Access support anytime • Better understanding of IT service & support • Increased availability of solutions to known errors • The ability to collaborate with other customers • Ability to influence service quality• Zappos experience
31
![Page 32: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/32.jpg)
What’s in it for IT and the Service Desk?• Makes it easy for customers to do business with you• Publish services and set accurate expectations• Collaborate with customers as “support partners”• Make it convenient for customers to submit service requests• Facilitate Problem Management: inform customers so as to
avoid problems• Reduce cost, increase customer satisfaction• Operate Like a Business: Market your value!
32
![Page 33: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/33.jpg)
What’s in it for you?• Better contact with your customers• Better interaction between IT teams• Easier flow of IT services• Focus on continuous service improvement
33
![Page 34: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/34.jpg)
Take it to the Next Level with Your Self Service Portal!• Be More Customer and Business Centric• Lower Costs• Raise Productivity• Be Proactive• Show value
34
![Page 35: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/35.jpg)
What’s NextPublish metrics
35
![Page 36: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/36.jpg)
Collaboration• Session Description: Learn how sharing includes customer
collaboration, shared blue prints, and the app store. Learn how to collaborate on designs and coordinate changes to leverage the benefits of the Cherwell community.
36
![Page 37: Expect More from Your Cherwell Self-Service Portal](https://reader036.vdocument.in/reader036/viewer/2022062513/557a39e6d8b42a32248b4ca1/html5/thumbnails/37.jpg)
Thank you for attending this session!Please fill out an evaluation form.
37