Enterprise Request Management (ERM) for Self-Service 2.0

Post on 19-May-2015

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Self service 1.0 focused on empowering employees with knowledge, for example: type in a question or issue and get instructions on how to resolve it. Helpful, but - employees just want to get stuff done. Self service 2.0 is about empowering empowering employees with processes. It's actionable. Things get done - and employees have visibility into progress the whole time, so they can keep up to date on the status of requests without meetings, emails and phone calls. Enterprise request management (ERM) is a strategy that combines an intuitive web-based portal front end with an automated process workflow "backbone" application that automates approval, scheduling and fulfillment tasks by securely communicating among core enterprise and departmental applications. The end result? An ERM approach to Self Service 2.0 cuts service costs, supports ongoing improvement and delights customers.

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Copyright © 2013 ERM.info

How Enterprise Request Management (ERM) Cuts Service Costs and Delights Customers

November 2013

ERM: Self Service 2.0

Copyright © 2013 ERM.info

Experiences

Hundreds of experiences with organizations from around the globe

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•Empower with knowledge

•Knowledge Bases

•Service Catalogs

What is Self Service 1.0?

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Self Service 1.0: Result

•Empower with knowledge•(Nice – but I just want stuff done)

•Knowledge Bases•(End up with a 30-step process to get a VPN account)

•Service Catalogs•(Cool description, but – can I have one?)

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Learned: no system – manual/misaligned business processes waste money and

frustrate “customers”

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What is Self Service 2.0?

•Empower with process

•Actionable services

•Automated fulfillment

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•Things do get done faster•(Simpler, familiar, people will use what actually works, path of

least resistance)

•Reduces frustration/gives visibility•(No longer a black hole, gives confidence)

•Easier to manage your offerings and processes•(Visibility into demand and delivery performance)

Self Service 2.0: Result

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Learned: with system – automated business processes save money

and delight “customers”

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Goal: repeat across the company

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Learned: original scope was just for IT or HR – oops

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Learned: IT software is designed to drive ITIL not HR

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Learned: HR software does not have the flexibility needed for IT

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•Enterprise Request Management

•Self Service 2.0 across the company

•Forms for all services across the company•(IT, HR, Finance, Facilities)

•Automation for all systems across the company•(ITSM, CRM, ERP)

What is ERM?

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Copyright © 2013 ERM.info

Why an ERM approach for Self Service?

•Based on success – the whole company will want to participate

•Raise the interface and processes above existing applications• Leverage existing data/systems• Leverage existing processes• Reduce protectionism

•Adds common processes to a common layer

•Adds common interfaces to a common layer

•Delights “customers”!

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•Reduces fulfillment costs•Accelerates fulfillment time •Avoids redundant data entry•Gives visibility to status •Framework for Continual Process Improvement•Eliminates the need for multiple system interfaces •Frees the customer to work on higher-value tasks instead of

managing their request

•HR still has great processes and systems for HR•IT still has great processes and systems for IT

ERM improves more than the customer experience

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Self Service 1.0

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Self Service 2.0

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•Empower with process•(Stuff gets done)

•Actionable Services•(Information is collected and sent for fulfillment)

•Automated fulfillment•(Faster, cheaper, repeatable processes)

ERM/Self Service 2.0: Result

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Bottom Line

Learn more:

An ERM approach to Self Service 2.0 cuts service costs, supports ongoing improvement and delights customers.