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I, Robot. I, Human.
How to Balance Automation and Human Interactions in ITSM
PAWEL MAZUR | PRODUCT MANAGER | SPARTEZ
MARIA HEIJ | SUPPORT & TEST MANAGER | REFINED | @MARIAHEIJ
Bond, Anna Bond
9am - 5pm
Likes challenges
Hates follow ups
VPN & Wifi
Easy answers
Knows by heart
Responds quickly
Drive Recovery
Fun challenges
Hands-on work
Variation
Follow ups
Still need help?
Boring task
Does not bring joy
Meet Service Desk Agent: Anna
SWOT
Strengths - Weaknesses - Opportunities - Threats
Build trust
Insight gathering
Creative solutions
Context
Pivoting based on
emotions
Manual follow up
Scales linearly
Missed deadlines
Limited to working
hours
Learning by doing
Easy to adapt
Read between lines
Identify quick wins
Can turn a frown
upside down
Single person
dependency
Receiver
misinterpretation
Clashing
Humans
S W O T
Build trust
Insight gathering
Creative solutions
Context
Pivoting based on
emotions
Manual follow up
Scales linearly
Missed deadlines
Limited to working
hours
Learning by doing
Easy to adapt
Read between lines
Identify quick wins
Can turn a frown
upside down
Single person
dependency
Receiver
misinterpretation
Clashing
Humans
S W O T
Build trust
Insight gathering
Creative solutions
Context
Pivoting based on
emotions
Manual follow up
Scales linearly
Missed deadlines
Limited to working
hours
Learning by doing
Easy to adapt
Read between lines
Identify quick wins
Can turn a frown
upside down
Single person
dependency
Receiver
misinterpretation
Clashing
Humans
S W O T
Build trust
Insight gathering
Creative solutions
Context
Pivoting based on
emotions
Manual follow up
Scales linearly
Missed deadlines
Limited to working
hours
Learning by doing
Easy to adapt
Read between lines
Identify quick wins
Can turn a frown
upside down
Single person
dependency
Receiver
misinterpretation
Clashing
Humans
S W O T
Ticket management
Repetitive tasks
Does as you specify
Mass reach
Consistency
Needs to be set up
Lack of empathy
Legacy at day one
Lacks critical thinking
Misinterpretation
Scale, scale, scale!
Gathering data
Automatic
categorization
24/7 availability
Frees up other
resources
System outage
Complex
configuration
Mistakes are
multiplied
Small errors
Automation
S W O T
Ticket management
Repetitive task
Does as you specify
Mass reach
Consistency
Needs to be set up
Lack of empathy
Legacy at day one
Lacks critical thinking
Misinterpretation
Scale, scale, scale!
Gathering data
Automatic
categorization
24/7 availability
Frees up other
resources
System outage
Complex
configuration
Mistakes are
multiplied
Small errors
Automation
S W O T
Ticket management
Repetitive task
Does as you specify
Mass reach
Consistency
Needs to be set up
Lack of empathy
Legacy at day one
Lacks critical thinking
Misinterpretation
Scale, scale, scale!
Gathering data
Automatic
categorization
24/7 availability
Frees up other
resources
System outage
Complex
configuration
Mistakes are
multiplied
Small errors
Automation
S W O T
Ticket management
Repetitive task
Does as you specify
Mass reach
Consistency
Needs to be set up
Lack of empathy
Legacy at day one
Lacks critical thinking
Misinterpretation
Scale, scale, scale!
Gathering data
Automatic
categorization
24/7 availability
Frees up other
resources
System outage
Complex
configuration
Mistakes are
multiplied
Small errors
Automation
S W O T
First impressions of
your support
First few minutes of customer contact
are crucial. They can dictate if you are
successful or not.
S
W
O
T
S
W
O
T
HUMAN AUTOMATION
Quality
Time
Resolution
Missing it
Timely
Unresolved
Scaling
FSOS
Unsatisfied customers
Automation maintenance
Configuration complexity
Lack of feedback
Data is not trustworthy
Missed customer follow ups
Inefficient use of resources
Bored support agents
Breached SLAs
Bloated support teams
NOT ENOUGH
AUTOMATION
TOO MUCH
AUTOMATION
Approaching Automation
What to consider when automating
Approaching
Automation
Try out
Avoid
Keep in mind
Identify problem areas
Start small, then scale
Document and continuously test automated
processes
Try out
Avoid
Keep in mind
Wasted potential of your team
“The automation works - don’t touch it"
approach
Approaching
Automation
Try out
Avoid
Keep in mind
Resolving automation vs. human error
Automation setup & maintenance
Missing out on customer insight
Approaching
Automation
Use the
power of
your agents
KB
Shape usage
Please only use circles, rectangles, and
rounded rectangles to call attention to a
particular part of a screenshot, for the
sake of consistency.
Anna’s
Solution
On demand
Partly
automated
Follow up
automation
Shape usage
Please only use circles, rectangles, and
rounded rectangles to call attention to a
particular part of a screenshot, for the
sake of consistency.
Anna’s
Solution
KB
On demand
Partly
automated
Follow up
automation
Shape usage
Please only use circles, rectangles, and
rounded rectangles to call attention to a
particular part of a screenshot, for the
sake of consistency.
Anna’s
Solution
KB
On demand
Partly
automated
Follow up
automation
KB
On demand
Partly
automated
Follow up
automation
Shape usage
Please only use circles, rectangles, and
rounded rectangles to call attention to a
particular part of a screenshot, for the
sake of consistency.
Anna’s
Solution
Strike a
balance
There is no silver bullet
Your team is your greatest
asset
One size fits all
Thank you!
PAWEL MAZUR | PRODUCT MANAGER | SPARTEZ
MARIA HEIJ | SUPPORT & TEST MANAGER | REFINED | @MARIAHEIJ

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I, Robot. I, Human: How to Balance Automation and Human Interactions in ITSM

  • 1. I, Robot. I, Human. How to Balance Automation and Human Interactions in ITSM PAWEL MAZUR | PRODUCT MANAGER | SPARTEZ MARIA HEIJ | SUPPORT & TEST MANAGER | REFINED | @MARIAHEIJ
  • 2. Bond, Anna Bond 9am - 5pm Likes challenges Hates follow ups VPN & Wifi Easy answers Knows by heart Responds quickly Drive Recovery Fun challenges Hands-on work Variation Follow ups Still need help? Boring task Does not bring joy Meet Service Desk Agent: Anna
  • 3. SWOT Strengths - Weaknesses - Opportunities - Threats
  • 4. Build trust Insight gathering Creative solutions Context Pivoting based on emotions Manual follow up Scales linearly Missed deadlines Limited to working hours Learning by doing Easy to adapt Read between lines Identify quick wins Can turn a frown upside down Single person dependency Receiver misinterpretation Clashing Humans S W O T
  • 5. Build trust Insight gathering Creative solutions Context Pivoting based on emotions Manual follow up Scales linearly Missed deadlines Limited to working hours Learning by doing Easy to adapt Read between lines Identify quick wins Can turn a frown upside down Single person dependency Receiver misinterpretation Clashing Humans S W O T
  • 6. Build trust Insight gathering Creative solutions Context Pivoting based on emotions Manual follow up Scales linearly Missed deadlines Limited to working hours Learning by doing Easy to adapt Read between lines Identify quick wins Can turn a frown upside down Single person dependency Receiver misinterpretation Clashing Humans S W O T
  • 7. Build trust Insight gathering Creative solutions Context Pivoting based on emotions Manual follow up Scales linearly Missed deadlines Limited to working hours Learning by doing Easy to adapt Read between lines Identify quick wins Can turn a frown upside down Single person dependency Receiver misinterpretation Clashing Humans S W O T
  • 8. Ticket management Repetitive tasks Does as you specify Mass reach Consistency Needs to be set up Lack of empathy Legacy at day one Lacks critical thinking Misinterpretation Scale, scale, scale! Gathering data Automatic categorization 24/7 availability Frees up other resources System outage Complex configuration Mistakes are multiplied Small errors Automation S W O T
  • 9. Ticket management Repetitive task Does as you specify Mass reach Consistency Needs to be set up Lack of empathy Legacy at day one Lacks critical thinking Misinterpretation Scale, scale, scale! Gathering data Automatic categorization 24/7 availability Frees up other resources System outage Complex configuration Mistakes are multiplied Small errors Automation S W O T
  • 10. Ticket management Repetitive task Does as you specify Mass reach Consistency Needs to be set up Lack of empathy Legacy at day one Lacks critical thinking Misinterpretation Scale, scale, scale! Gathering data Automatic categorization 24/7 availability Frees up other resources System outage Complex configuration Mistakes are multiplied Small errors Automation S W O T
  • 11. Ticket management Repetitive task Does as you specify Mass reach Consistency Needs to be set up Lack of empathy Legacy at day one Lacks critical thinking Misinterpretation Scale, scale, scale! Gathering data Automatic categorization 24/7 availability Frees up other resources System outage Complex configuration Mistakes are multiplied Small errors Automation S W O T
  • 12. First impressions of your support First few minutes of customer contact are crucial. They can dictate if you are successful or not.
  • 14. Unsatisfied customers Automation maintenance Configuration complexity Lack of feedback Data is not trustworthy Missed customer follow ups Inefficient use of resources Bored support agents Breached SLAs Bloated support teams NOT ENOUGH AUTOMATION TOO MUCH AUTOMATION
  • 15. Approaching Automation What to consider when automating
  • 16. Approaching Automation Try out Avoid Keep in mind Identify problem areas Start small, then scale Document and continuously test automated processes
  • 17. Try out Avoid Keep in mind Wasted potential of your team “The automation works - don’t touch it" approach Approaching Automation
  • 18. Try out Avoid Keep in mind Resolving automation vs. human error Automation setup & maintenance Missing out on customer insight Approaching Automation
  • 20. KB Shape usage Please only use circles, rectangles, and rounded rectangles to call attention to a particular part of a screenshot, for the sake of consistency. Anna’s Solution On demand Partly automated Follow up automation
  • 21. Shape usage Please only use circles, rectangles, and rounded rectangles to call attention to a particular part of a screenshot, for the sake of consistency. Anna’s Solution KB On demand Partly automated Follow up automation
  • 22. Shape usage Please only use circles, rectangles, and rounded rectangles to call attention to a particular part of a screenshot, for the sake of consistency. Anna’s Solution KB On demand Partly automated Follow up automation
  • 23. KB On demand Partly automated Follow up automation Shape usage Please only use circles, rectangles, and rounded rectangles to call attention to a particular part of a screenshot, for the sake of consistency. Anna’s Solution
  • 24. Strike a balance There is no silver bullet Your team is your greatest asset One size fits all
  • 25. Thank you! PAWEL MAZUR | PRODUCT MANAGER | SPARTEZ MARIA HEIJ | SUPPORT & TEST MANAGER | REFINED | @MARIAHEIJ