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Monthly Tips, News and Views from Coyote Creek

JANUARY 2012

President's Perspective

Free Mobile Devices Support: Ask your Kid

turkey imageLately we've been talking a lot about mobile devices and how to manage iPads, iPhones, Androids, etc. at the enterprise scale. How do you secure and protect your organization's intellectual property when it resides on these devices? How do you establish password standards? Etc.

But what about all those niggling little "day to day" issues? Learning to navigate the features of a mobile device is not always easy. Where can you turn when you have questions about how to use the device itself? Perhaps you want to change the ring tone or background color. Maybe you need some tutoring on the "basics," such as how to send a text or snap a photo. Where do you go for this type of support? Sure you could go online or plow through a manual, but chances are you're in a rush and looking for a faster solution. If this is the case, I recommend you do what I do: ask your kid.

Kids spend more time on mobile devices than any other class of people. They know how to make those cosmetic or annoying problems go away. It doesn't matter if they don't have a device like yours (chances are one of their friends does) or if they've never encountered this problem before. Chances are your kids will be able to intuitively figure it out. Kids just seem to know more about this stuff than we do.

Think your kid is too young to be of help? Think again. Last month at a family holiday party one of the guests was showing everyone else how her two-and-a-half-year-old grandson knew how to find the photos on her iPhone. As everyone watched she handed him the phone, he pushed the correct icon and then laughed happily at all of the photos of himself and his sisters. Like I said, if you need help with your mobile device, the fastest and easiest thing to do is to simply ask your kid!

Mike Faster
President

Technical Editorial

The Escalation Process: Getting Issues Resolved

While your kid may be a great resource for solving problems on a mobile device, when you have a real IT emergency, there's no substitute for having efficient processes in place to resolve the immediate crisis, troubleshoot the Root Cause (see our blog on Root Cause Analysis) and prevent it from recurring.

You know the drill…it's nine o'clock in the morning and the phones are lighting up in the IT department. The email system is down, and everyone from the President to the Receptionist is calling to say there's a problem. Of course, thanks to their monitoring system, IT had already noticed that something was wrong – but the calls are providing immediate feedback regarding how widespread the problem is. Because email is a mission-critical system at this company, if the Tier 1 engineer cannot quickly fix the problem, the organization's formal escalation process will kick in.

What is an Escalation Process?

An escalation process is a formal process for addressing IT issues and problems when they arise. All IT departments should have a written escalation process in place, with the entire IT staff trained on its use. The process assigns priority levels to different types of issues, delegates responsibilities to specific personnel, and defines how much time personnel at different support levels will spend attempting to fix a given issue before the problem is "escalated" to the person or people at the next support tier. Just as important, one of the purposes of the escalation process is to have a plan in place for informing and alerting those who are impacted by the problem itself.

The Components of an Escalation Plan

A formal Escalation Plan needs to address each of the following items:

  • Support Personnel – A clearly defined tier of support personnel, including each person's name, title, contact information and expertise.
  • Service Priorities – A chart listing all of the services provided or managed by IT, with each ranked on importance level based on the number and type of people affected by the service. For example, mission-critical services like email might be designated "P1," while less important services such as a particular printer might be designated "P3" or "P4." For more information about categorizing services and issues into priority levels, see our article on Best Practices for Configuring Your Network Monitoring System.
  • Response Times – For each priority level, a definition of how much time the personnel at a given support tier can spend trying to fix the problem before it is escalated to the next tier.
  • Communication Standards – Standards for how the IT department will communicate with affected users and user management during the problem resolution process. Who will be communicated with, what communication method(s) will be used, and how frequently will this communication take place?

The Escalation Process in Action

To see how all of this works, let's get back to our email outage example...

The escalation process usually starts with a user notification, monitoring alert or service outage. In this case it was all three! At the first level of support the responsibility is to identify the issue's severity and priority level, and to attempt to resolve the issue in an efficient manner. Our Tier 1 support person determined that the email outage is a P1 issue, which means that he's got about 10 minutes to solve the problem. He checks to see if he can get into email (he cannot), checks if the problem is company-wide (it is), and checks for connectivity to the email servers (not there). He determines that he can log in to the mail server, but the email database won't start.

He is now out of time, so he calls the lead or manager to let them know what's going on. After asking the Tier 1 support person to keep working on the problem for another 15 to 20 minutes, the manager informers the user managers and user group of the situation.

In this example, after the additional 15 minutes at the Tier 1 level the problem is still not resolved. The Tier 1 support person contacts the lead or manager again. The manager makes the decision to escalate the issue to Tier 2.

The issue is then escalated to the Tier 2 person. The Tier 1 person informs the Tier 2 person about the issue status and what he has done so far towards resolving the problem. Meanwhile, the manager opens a phone bridge (i.e., a live conference call), as per the Escalation Plan. The phone bridge enables everyone involved with the issue to dial in at any time to get a real-time status update.

Based on the written Escalation Plan, the Tier 2 support person might have 20 to 30 minutes to resolve the problem. In this example, the Tier 2 person uses up all of his time getting the email database to start – only to discover that the issue still isn't resolved. The manager decides that it's time to escalate the issue. In this example, the organization has three tiers of support. Many organizations only have two; in this case, the issue would be escalated to a third party vendor.

When the switch to Tier 3 is made a status report announcement is made to the user manager and user group, and the phone bridge is kept open. Every two hours another status report announcement is made, until the issue is resolved. While the best practice would be to make these announcements via email, in this particular example it is the email system itself that is down. Announcements are therefore made via telephone or text message.

Back to our example…The Tier 3 support person determines that the email database itself has been corrupted. He makes a temporary switch over to the disaster recovery site, which gets the company's email back online, and then fixes the corrupted database. The manager sends out an announcement letting everyone know that email is available. However, if the Tier 3 person could not fix the problem within the allotted time, the next step would have been to escalate the issue to the product vendor's support team.

Are All Escalation Plans the Same?

No, but they are similar. What usually differs is each organization's priorities, response times, communication commitments, and so forth. The important thing, though, is to have a plan in place.

Mohan Reddy
Title Goes Here

Coyote Creek RMM

Are Frustrations with Exchange Driving You to the Cloud?

Microsoft Exchange is the lifeblood system for many organizations, but it has become increasingly complex to operate. As a result, a lot of people are so frustrated with Exchange that they're considering switching to hosted Exchange or other cloud-based solutions from Microsoft and others.

What we see out in the field is that these thoughts typically begin after an organization experiences an Exchange-related "event." Perhaps there's a problem with on-going outages and failures. Maybe people aren't getting their email or they're having calendar issues. And so forth. If the problems don't seem to be going away, it's easy to think that getting rid of Exchange and letting somebody else run it would be a great idea.

Other times organizations are tempted to switch to the cloud because they think it will save money. After all, the price usually looks attractive at the start. But when you run the numbers you quickly find that although the "starter" price is great, the price tag quickly grows as you add necessary functionality.

The bottom line is the cloud is not for everybody. The two main reasons for this are:

  • Interconnectivity – Most organizations have other systems interconnected with their Exchange server, such as their voice mail, telephone system and email archiving. These things either don't work or don't work well in the cloud.
  • Security – If you have concerns about your intellectual property, and much of your intellectual property is contained in your email system, having all of this off-premise – and potentially co-mingled with other company's data – is probably not a great idea.

But there is another solution. Coyote Creek hosted a webinar for IT decision makers, CIOs and CFOs about alternatives to moving to the cloud. You can get the best of both worlds: keep your Exchange system in-house so that you have complete ownership and control over your environment, but also get enterprise-class help in operating it.

Whether you've been considering moving to the cloud or you're just frustrated with issues surrounding the day-to-day care and feeding of your Exchange system, this webinar is for you. Register today! Wednesday, February 22, 2012 at 11:00 am PST.

Mike Faster
President



Hold The Date!

"Bring Your Own Device"
Wednesday, March 7th, 2012

Coyote Creek will be hosting our first event of 2012 for IT Leaders at Hiller Aviation Museum in San Carlos on Wednesday, March 7th, 2012 at 5:00 p.m. for the flight simulators and 6:00 p.m. for dinner and presentation. The event is entitled, "Bring Your Own Device" and focuses on the security and management issues associated with the use of private and company owned smart phones and mobile devices on corporate email and messaging networks.

If you are interested to attend and hear from experts as well as peers from leading Bay Area companies about how they are dealing with the invasion of these mobile devices, please contact us.

By the way, for those of you who haven't been to the Hiller, it traces the history of a truly unique Bay Area tech/aviation company and lets you experience some extremely cool flight simulators. If you are interested in participating, please let us know through your RSPV.

Customer Satisfaction Survey

womanWe value your feedback at Coyote Creek. In the upcoming month, we will be conducting a survey for all our 2011 cl ients to better understand our strengths and areas for improvement. All participants will be entered in a drawing for a Kindle Fire!

Contact Us

Your primary contact with Coyote Creek is your Account Manager but you are welcome to contact our management team at any time. Please contact Terri Carney, our Director of Sales, and she will get you talking to the right people at Coyote Creek.

About Coyote Creek

Founded in 1998 by a team of former corporate IT professionals, Coyote Creek understands the issues and complexities that are part of large-scale and high-growth IT environments. Pragmatic and vendor neutral, Coyote Creek brings deep expertise to help customers manage technology and project risk, inspiring confidence and creating peace of mind. For more information, please visit www.coyotecrk.com.


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