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New Self Service Portal - R and D project

Proposal Sponsor: 
Bryan MacGregor

Overview

Operational Service have an aim to make the self-service portal (SSP) the primary method for getting support on IS services.  However we feel that some improvements are required to the existing system before we can promote the SSP further.

 

There are a number of opinions on how the SSP could be structured, and what underlying technologies should be used to produce it. As a precursor to a project to develop a new SSP it is felt that a prototype should be built using the currently available tools, polopoly and the unidesk SSP. This should deliver a number of our current requirements as well as allowing us to get a better feel for what we would like from a new system. The benefits of this approach  are:

  • Provide a better understanding of the new SSP features in Unidesk.
  • Clarify the full set of requirements for the SSP.
  • Define the business process for handling calls via SSP and evaluate the benefit of this to both users and support staff.

 

The experience gained from producing a prototype would feed into a full SSP development project.

Other contributors: 
Neil Bruce, Alex Carter
What would happen if the project did not take place?: 

The SSP would remain in its current state. IS Helpline would be uncomfortable promoting this as the primary source of contact.

 

It would make it more difficult to produce the requirements for a brand new SSP.

 

The continued use of the current self-service portal would have a significant impact on the university agenda and programme major initiative to move more service support to self-service.

Additional information: 

This project requires the upgrade of Unidesk to 4.6 This is scheduled for late November.

 

It will require time from Operational Services and Service Management staff.

 

It will require some input from a business analyst to define the SSP process.

 

At this stage we do not foresee that it will need Apps development resources.

 

It is needed as early in the year 2015 as possible

Who does it affect?: 

All staff and students who use I S Helpline

Why is it needed/What are the benefits?: 

It will define what features are required in a SSP.

We will get an idea of what development is needed to deliver a SSP service.

We will get an understanding of what benefits we will get from an SSP.

 We establish the measurements we can put in place for Benefits Realisation.

However, we would have an aim to increase use of self-service from 10% of UniDesk calls to 40% within two years.

We would use the analytics already available to record increase in use of self-service.

BI/MI requirement?: 

We will need to see how many calls are submitted via the prototype SSP

We will need to see how many visitors resolve their problems themselves without having to log a call with Helpline.

We would like to capture user experience feedback on the SSP. this may be possible via the existing user satisfaction survey.

External costs?: 

N/A

Compliance justification (if relevant): 

N/A

Fit with University strategy: 

 

 

Goals – Excellence in Education

X

Improved Helpdesk Efficiency

Improve the user experience and reduce the amount of calls taken by the IS Helpline by guiding users to self-help pages before they contact us.

Establish an enhanced Self Service Portal for Unidesk that

·         Is easier to use.

·         Provides more information to users.

·         Integrates better with the IS Web site and MyEd.

 

 

Goals – Excellence in Research

X

Goals – Excellence in Innovation

 

Enablers - People

X

Enablers - Infrastructure

 

Enablers - Finance

 

Themes – Outstanding student experience

X

Themes – Global Impact

 

Themes – Lifelong community

 

Themes – Social responsibility

 

Themes – Partnerships

 

Themes – Equality & widening participation

 

Score for portfolio comparison: 

 

 

Programme Priority (per separate guidance)

3

Overall Priority

(per separate guidance)

2

Programme Scoring (per separate guidance)

1.Alignment with University Strategic Plan/Business Objectives

2

2.Risk of not doing the project

2

3.Benefits relative to cost

3

4.Time to deliver tangible benefit

2

TOTAL SCORE

18

Planning Status: 
Proposal
Programme Priority: 
3
Overall Priority: 
2
Portfolio: 
ISG
Planned Start: 
15/16
Multi-Year: 
No
Project Owner: 
ISG
Funding Source: 
Core Grant
IS Admin Tab
Estimation Type: 
Business Case Development - rename Business Case/Options Appraisal
Estimation Confidence: 
Not Very Confident (a lot of uncertainties)
Estimated IS Apps Days: 
Small
Estimated Business Partner Days: 
Small
Estimated Service Management Days: 
Small

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