What to Do When You Merge Help Desk Instances
When you merge two support help desk departments that come from different organizations, you save money, speed up delivery, and save yourself the hassle. Read on to learn what to do when you merge help desk instances.
Why Perform Merging of Helpdesk Instances?
We know there are certain times when it is actually advantageous to move all of your instances to a single place and operate everything from there. Here are just a few of them:
Using the Same System — When both your teams are using the same system but separate help desk instances, it is best that you move them under the same roof. That will accelerate things for both teams.
Usage of Separate System — It is wise to merge individuals to a single help desk instance when both the teams work with different products and in different tools. These teams can still work with their respective products; however, they do not have to be in different environments.
Acquisition — It is also best to merge help desk instances when one organization purchased the other, and they plan on collaborating together.
Platforms You can Move To
Help Desk Migration does not have any limitations on the kind of platform you can migrate to. In fact, we have noticed a trend among organizations over the years. A significant percentage of business owners reach out to us for migration and unification of various accounts from popular platforms like Help Scout, Freshdesk, and Zendesk. (According to the reviews of our clients, we have managed to do this very successfully!)
Useful Tips/Steps
When it comes to merging help desks, these are some useful tips you can follow:
Services You Will Run — Prior to merging, one of the first steps is to define which services you will be running and what sort of data you may require. You need to tackle this issue first.
Handling of Unusual Questions — After you define what services you will offer, you have to prepare yourself to answer some incoming queries. Such questions often come in bundles, so ensure that both customer and employee queries are answered ahead of time. In this manner, you can streamline your work, and you will save yourself a lot of time.
Shared Processes — After answering queries, you should recognize which processes teams share and whether it is doable to merge them. By doing this, you can not only streamline your work, but you will also clear any confusion as to who is responsible for what. The ideal way to do it is to ensure that every team member does the same thing, like dining out in the same joint, sing the same song, etc.!
Transitional Stages — Finally, you need to identify transitional stages. Generally, this process entails decision making as to where and when you will use particular tools during the several transitions you will go through. You also need to correctly communicate this to your team. If you do not, you will come across obstacles, delays, and errors along the way, which can be expensive. It is prudent that you allow extra time when estimating timeframes since you can never be sure what may come up.
How to Merge Data?
Using our website, all consumers can set up the migration process. The process does not consume too much time, and is easy to follow. However, we are eager to offer assistance if you require a custom migration process or have additional requests. Our group of specialists is always ready to deliver tailored migration work at any time. Go over to our chat, and our people will do their very best to resolve your specific issue.
This is a short recap of the article we’ve recently posted in our blog. To get more insight into the process of merging help desks, go to: What To Do When Merging Help Desk Instances
