Global helpdesk for ERP system - Microsoft Dynamics NAV
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Global helpdesk for multi-site companies – main perspectives

Work of Microsoft Dynamics NAV (Navision) consultants does not end after system go-live. During daily operation unforeseen circumstances may emerge resulting from insufficient knowledge of the user or because of unexpected events occurring during system implementation. In this article, we would like to discuss in detail, various issues that are specific to services we provide for our customers using Microsoft Dynamics NAV in multiple subsidiaries and countries. In spite of our many years’ experience in supporting Microsoft Dynamics NAV users in Poland, we were faced with new problems after we launched our helpdesk for global projects These problems included:

  • managing 3 support levels,
  • construction of Service Level Agreement (SLA),
  • knowledge transfer from the implementation department to a global helpdesk team,
  • customers’ incident management systems.

In addition, change management issue is one of the most important aspects of helpdesk service for multi-national companies.

3 levels of support in global companies

The approach which we consider optimal for global companies involves the provision of support services within 3 levels.

Level 1: End user – key user

The lowest level of support means offering support by the key user to the end user. The implementation of Microsoft Dynamics NAV always involves comprehensive trainings for the customer’s key users who hold a significant project roles. The knowledge they gain during project works can be still used to support end users once the implementation works are completed. The main advantage of this approach for global companies is that on Level 1 communication is done in the end user’s native language. If the end user was to solve problems by contacting helpdesk at the headquarters, the technical support department would have to be able to use multiple languages or the end user would be required to speak a specific language, e.g. English. Both options hinder communication and problem resolution.

Level 2: Key user – Helpdesk at the headquarters

Level 2 involves communication, usually in English, between key users and the headquarters’ helpdesk department. Support on this level is provided whenever the key user is unable to help the end user or to handle the task by himself. Support services provided on Level 2 very often involve the delivery of documentation prepared for the purpose of an ERP global project. Helpdesk services at the headquarters should be provided by a consultant who has sufficient experience in Microsoft Dynamics NAV to support key users in subsidiaries.

Level 3: Helpdesk at the headquarters – Support of a global partner

Communication on Level 3 takes place between helpdesk consultants at the headquarters and the partner responsible for global support of ERP Microsoft Dynamics NAV in the company. Helpdesk staff is a kind of an intermediary between users and the implementation partner. Some issues reported by key users are addressed by the helpdesk department. Others are handed over to the implementation partner. As helpdesk consultants at the headquarters have wide experience in Microsoft Dynamics NAV projects, they are able to validate the requests reported by key users and reject the ones that should not be passed to the implementation partner. They are also capable of evaluating the budget proposed by the implementation partner for specific tasks. Microsoft Dynamics NAV partner usually delegates an employee or the entire department to provide support services. The process of resolving an issue reported by Microsoft Dynamics NAV partner is shown in the picture:

The construction of Service Level Agreement (SLA) for the provision of NAV service for international customers

As a Microsoft Dynamics NAV partner, IT.integro provides support for Microsoft Dynamics NAV users in Poland. In the case of global projects, we have encountered new several problems which did not appear in the projects delivered in Poland. These problems became evident when more and more companies submitted their demand for help desk service and they included:

  • An increasing number of supported subsidiaries – the most essential issue to manage within SLA. In the case of Microsoft Dynamics NAV worldwide rollout, in the first year of the project, e.g. 2 subsidiaries are supported. In the following years, this number grows very fast. For this reason, the stand-by fee based on a number of countries, number of subsidiaries or scope of modifications, which is calculated per company should grow proportionally with the number of companies in a group which are to use global helpdesk service.
  • Substantial differences between the services delivered within support level 2 and 3. The number of requests and their type on both levels differs substantially, therefore it is very important to discuss and define the level at which services are to be provided.
  • The knowledge of local functionalities. The global helpdesk department which supports customers in various subsidiaries worldwide has to have comprehensive knowledge on local legal requirements.
  • Time zones and global helpdesk availability in one country.
  • Type of global services provided – contrary to helpdesk, provided for customers in one country where services are delivered within level 1 or 2, global helpdesk focuses on level 3 and sometimes level 2. It depends on a structure of the customer’s organization. Polish companies which we support for Microsoft Dynamics NAV are typically companies with countrywide operations and structures not sufficient for maintaining their own helpdesk department. In turn, our international customers with several subsidiaries worldwide have even more complex structure that comprises an internal NAV helpdesk department. That is why they use our services only for complex issues and our helpdesk department provides only advice to key users. In the case of group customers, our services focus on system maintenance and development. The system itself resembles a living organism which adapts to changes, which grow in number within the organization as the company expands its operations.
  • Separating global helpdesk tasks performed by a project team and helpdesk team. The helpdesk department is to ensure system support and maintenance. However, it happens that issues submitted by users to the helpdesk department require more effort and a separate task has to be created to solve them. This means setting up a project which should be managed by a project team not a global helpdesk. For this reason, SLA should provide a mechanism for identifying the two task types, but the differences is difficult to define.
  • The necessity to invoice various companies which submit different numbers of requests to a helpdesk department within the same SLA.
  • Solving the problem of responsibility for modifications implemented by different partners within the system

Solving the problem of responsibility for modifications entered within in the system by various partners and the customer. In the case of big Microsoft Dynamics NAV installations, multiple stakeholders develop the application, which means that errors are difficult to track back.

Knowledge transfer from the implementation team to a global helpdesk

The completion of Microsoft Dynamics NAV implementation is followed with post go-live support. When the support is ceased, the customer should be able to manage and use the system without any assistance. However, it is a frequent case that despite trainings completed, customers still require some support (which can be delivered within level 2). In the case of group projects, which involve managing complex installations, the system is developed even after its roll-out to the last subsidiary in the group. Nevertheless, development tasks should be delivered within a defined response time and solved with no delay. For this reason, in such organizations, helpdesk tasks come down more to development and error resolution than to user support (this is called level 3 support). Between the completion of implementation by the project team and taking the customer over by the helpdesk department, knowledge has to be transferred. Knowledge transfer ensures that the helpdesk department is able to deliver its tasks accurately and efficiently. We use the two knowledge transfer models presented below.

In Model 1, a member of the global helpdesk team takes part in the project, which is soon to be passed to the global helpdesk department. While delivering project tasks. he/she gains insight into the solution implemented and customer’s organization. In Model 2, after the implementation is competed, a project team member joins a global helpdesk team to provide support to the customer as long as other helpdesk team members acquire competences sufficient to take over support tasks. In IT.integro, both the international implementation project team and global helpdesk team operate in the headquarters in Poznań, therefore delegating consultants between the teams does not involve any problems I a physical sense.

Obviously, the preference is model 1, but it requires customer’s early decision on using helpdesk after the implementation is completed. If such a decision is not made early enough or it is impossible to delegate a helpdesk consultant during the project, only model 2 can be applied.

GUIDE:
ERP system to support a Global Business

As organizations expand globally, their needs and ambitions change due to thescope and complexity of their operations and the challenges they face at the local level.

Incident management

The end user reports an issue by registering it on a specific portal or by sending an e-mail to a defined address (then the request is created automatically). Notifications that are submitted to the helpdesk department are divided into various types of issues (network, hardware and obviously NAV). Microsoft Dynamics NAV partner has access only to NAV service requests.

It is a good practice to send an automatic e-mail to the specified address each time a new request is created or a change is made in the existing request. A well-functioning incident management system for helpdesk should allow to:

  • attach e-mails or screenshots,
  • send e-mails to the user,
  • register any changes in the request,
  • create an issue in the service application after an e-mail is received at the defined address,
  • send e-mails from the system (each email sent to a defined e-mail address with a request number in the title is automatically attached to a relevant request),
  • add technical comments (for other team members) and user comments,
  • redirect the request to another stakeholder,
  • Forwarding user replies to an e-mail address (e.g. of an assisting consultant) or marking the case with “e-mail received” label,
  • define a due date and execute SLA,
  • identify request type – technical, printers, OS, system (NAV) etc. If a NAV related request is submitted, it is assigned either to the Incident or RFC category,
  • statuses – new, in progress, waiting user, waiting external, closed – for incident. For RFC – new, waiting approval (concept sent), approved (concept approved),  in development, waiting user test, ready to release, closed.

History in brief growing IT.integro’s experience in support/helpdesk service

Support for global companies with ERP Microsoft Dynamics NAV implemented by another partner

Our experience in global projects started with helpdesk services. In 2006, we started providing support to a company with 15 subsidiaries in Europe and Middle East. Even though considerable system modifications were implemented, little time was needed to familiarize the users with the updated system and to provide efficient support. Our customer hired two NAV consultants supporting the company internally. They requested our assistance only when dealing with more complex and demanding problems. The company was so content with the high level of services that over time they entrusted us with NAV upgrade and harmonization in the whole EMEA region.

Helpdesk team dedicated to global NAV installations

The final step in developing our concept for helpdesk services for global NAV installations NAV was to delegate a dedicated team, which consists of consultants and developers with rich experience in international projects. At this level, we cease to apply the procedures described above and we provide support using incident management system.

Helpdesk services as part of global roll-out of Microsoft Dynamics NAV

Helpdesk services for our second global client were rendered as part of Microsoft Dynamics NAV global rollout . Our support encompasses more and more subsidiaries as we extend the implementation of a standardized global solution. During the first month after the system go-live which is the time when users have numerous questions regarding system usage and system modifications, helpdesk services are delivered within the budget allocated for roll-out. After this period, support services are rendered within the so called “iHelp” system. All problem notifications are handed over to a competent person in the company headquarters. Easier issues are solved internally, whereas more complex ones are forwarded to us. The whole process is highly systematized and structured.

The helpdesk department registers all service requests that are reported after system go-live. The customer has usually 2-4 weeks to report a problem to ensure it is solved “within the project scope”. During this time, it is important to determine e.g. whether all requirements have been met, confirm data import etc. ERP system acceptance is completed and from this moment onwards, helpdesk services are provided to the entire global group.