On-Demand Webinar

March 21, 2024  |  52 min

Government and Technology

On-Demand Webinar

March 21, 2024  |  52 min

On-Demand Webinar

March 21, 2024

52 min

Government and Technology: Critical Systems for Government

On-Demand Webinar

March 21, 2024

52 min

Government and Technology: Critical Systems for Government

M365 and SharePoint PO System

Crow Canyon Software’s NITRO Help Desk turns Microsoft 365 into a powerful ticketing system. This application gives you all the capabilities you need to successfully manage tickets in a timely and efficient manner while increasing user adoption and satisfaction.

Key benefits of implementing NITRO Help Desk include:

– Single sign-on
– Full Teams integration
– SLAs
– Notifications
– Dynamic, responsive forms that can run on any device
– Omnichannel support – users can use email, web, portals, bots, texting, and more to contact the help desk
– Workflows & actions that automate many processes — approvals, assignment, escalations, closing tickets
– Reports & dashboards that give both an immediate and historical view of Help Desk status
– AI-Powered Knowledge base and self-service capabilities, including bots
– Asset tracking, maintenance, upgrades, replacements
– Problem and change management
– & much more!

Whatever your IT service needs are, Crow Canyon’s NITRO Help Desk for Office 365 and Teams can provide a cost-effective, efficient solution. Your organization already made the investment in Microsoft 365 — now see how to supercharge it with NITRO Help Desk!

Summary

Who it is for: IT Managers, HR Operations Leads, Systems Administrators, and Microsoft 365 professionals looking to consolidate their support operations.

Problem solved: Fragmented request tracking, slow manual fulfillment, disconnected legacy systems like InfoPath, and the lack of unified omni-channel support across email, web, and Teams.

Key outcomes: Learn how to leverage Microsoft 365 to run simple request managers, full-featured IT help desks with asset tracking, and advanced service desks featuring AI Copilots and omnichannel ticketing.

Key Sections

How to automate request management in SharePoint

For departments looking to transition off spreadsheets and shared inboxes, the basic Request Manager provides a streamlined foundation. Whether it is an HR leave request, a travel authorization, or a simple IT inquiry, requests submitted via email or portal forms run through automated approval routing. All fulfillment details are recorded for full accountability, ensuring tasks do not fall through the cracks and temporary access requests trigger expiration alerts.

Common mistakes with help desk systems: Ignoring Omni-Channel Support

A major pitfall in support desk implementations is forcing end users into a single, unfamiliar portal. Users need flexible ways to submit tickets. A modern system must support omni-channel intake. Tickets should be automatically generated from emails sent to a shared inbox, entered through mobile-friendly SharePoint web forms, or submitted directly via a Microsoft Teams application pinned to the user’s left-hand navigation bar.

NITRO Studio use case: IT Help Desk and Asset Management

When organizations require ITIL-aligned service management, the system scales into a comprehensive Help Desk. It connects support tickets directly to the Asset Management system. If a user reports a printer issue, technicians can instantly pull up the asset details, check warranty status, view physical location, and review maintenance history. This interconnected approach accelerates root cause analysis for recurring incidents and formalizes Change Management protocols.

Adding Intelligent Business Process Automation with KB Copilot

Transitioning from standard Business Process Automation (BPA) to Intelligent Business Process Automation (IBPA) involves integrating targeted AI. A KB Copilot can ingest controlled, enterprise-specific data like HR policies and IT troubleshooting manuals. When an employee asks a question in Teams, the Copilot delivers synthesized, highly accurate answers securely without passing corporate data to public training models. This 24/7 self-service layer deflects routine tickets while giving users the immediate option to create a formal help desk request if needed.

Looking to automate basic department requests? See how NITRO Help Desk handles this scenario.

Common mistakes with help desk systems: Ignoring Omni-Channel Support

A major pitfall in support desk implementations is forcing end users into a single, unfamiliar portal. Users need flexible ways to submit tickets. A modern system must support omni-channel intake. Tickets should be automatically generated from emails sent to a shared inbox, entered through mobile-friendly SharePoint web forms, or submitted directly via a Microsoft Teams application pinned to the user’s left-hand navigation bar.

Ready to meet your users where they are? Get a Demo today.

NITRO Studio use case: IT Help Desk and Asset Management

When organizations require ITIL-aligned service management, the system scales into a comprehensive Help Desk. It connects support tickets directly to the Asset Management system. If a user reports a printer issue, technicians can instantly pull up the asset details, check warranty status, view physical location, and review maintenance history. This interconnected approach accelerates root cause analysis for recurring incidents and formalizes Change Management protocols.

Adding Intelligent Business Process Automation with KB Copilot

Transitioning from standard Business Process Automation (BPA) to Intelligent Business Process Automation (IBPA) involves integrating targeted AI. A KB Copilot can ingest controlled, enterprise-specific data like HR policies and IT troubleshooting manuals. When an employee asks a question in Teams, the Copilot delivers synthesized, highly accurate answers securely without passing corporate data to public training models. This 24/7 self-service layer deflects routine tickets while giving users the immediate option to create a formal help desk request if needed.

Talk to an expert about implementing a secure KB Copilot for your service desk.

Krista: Hello and thank you for joining us today for our webinar on running a help desk in M365. Most of us use Microsoft 365 in our work environments, but very few realize just how much it can be leveraged for help desk operations. I am joined by our CEO Scott Restivo. We will be keeping this high level today, so if you are interested in digging deeper, we recommend scheduling a one-on-one demo. Please drop your questions into the chat, and yes, this session is being recorded and will be shared afterwards.

Scott: Thanks, Krista. Crow Canyon has been doing help desks in the Microsoft environment for over 25 years. Our solutions run on M365 Commercial, GCC, and GCC High, as well as SharePoint on-premises environments.

Three Tiers of Request Management

Scott: We break our help desk offerings down into three tiers. First is a simple Request Manager. It can be used for any department like HR, legal, marketing, or IT. Users send an email or fill out a form, it goes through an approval process, and it gets fulfilled. Our forms are dynamic. If you select a SQL database request, a specific SQL tab appears. This replaces legacy systems like InfoPath or basic spreadsheets.

Second is the NITRO Help Desk. This is built for an IT environment with problem management, change management, and SLAs. The Professional version includes Asset Management, linking your IT assets directly to your tickets.

Third is the NITRO Service Desk. This includes everything from the Help Desk plus a service catalog, a CMDB, and sophisticated change and release management modules.

Omni-Channel Support and Microsoft Teams Integration

Krista: Have you heard of omni-channel support? Do we have that in this system?

Scott: Yes, absolutely. A ticket can be created from many different sources. Users can send an email, use the SharePoint employee portal, or access our Teams app pinned directly to their left-hand navigation bar. Inside Teams, they can submit new requests or check the status of existing ones without leaving their workflow.

Intelligent Automation and KB Copilot

Scott: We are taking Business Process Automation (BPA) and turning it into Intelligent Business Process Automation (IBPA). We have integrated a KB Copilot that reads your specific enterprise data. If a user asks why their printer is not working, the Copilot uses natural language processing to deliver a synthesized answer based securely on your internal documents. It does not share your data with public LLMs. Users get answers 24/7, which deflects tickets from the help desk, but they always have the option to easily click and create a formal ticket if their issue is not fully resolved.

Asset Management and Wrapping Up

Scott: If a ticket does come through, technicians can click directly into the related asset. They can see the purchase date, warranty details, location, and maintenance history, which helps facilitate a quick resolution. Whether you want a simple request manager or a full service desk with AI, we have tailored solutions built on our NITRO Studio platform. We encourage everyone to contact us to discuss your specific needs.

Krista: Thanks, Scott. If anyone is interested in diving into SLAs, reporting, or specific workflows, a one-on-one demo is the next step. Thank you all for joining us today!


Topic
NITRO Help Desk
Crow Canyon Business Application

Presented by
Scott Restivo
Crow Canyon Software

Date & Time
Thursday, March 21, 2024
52 minutes