Industries are constantly evolving, and every organization faces the challenge of implementing large-scale changes smoothly and with minimal risk. One effective strategy is to break down complex changes into smaller, manageable steps. In this blog post, we’ll explore how using a SharePoint helpdesk app—specifically SteadyPoint’s SharePoint-based helpdesk software—can help streamline change management. By leveraging linked tickets and structured workflows, teams can track progress, assign responsibilities, and reduce risk in every phase of the process.
Example Scenario:
Let’s say a team is planning a major system upgrade. Instead of handling it all at once, they use SteadyPoint’s SharePoint helpdesk app to break it down into smaller tasks and link them to a main change request—streamlining the process with SharePoint-based helpdesk software.
Steps to Implement with SharePoint Helpdesk Software
- Create a change request ticket
To start the system upgrade, we create a ticket in the “Change Requests” request type. This ticket has all the big goals, reasons why we’re upgrading, and the good things we expect from it. It’s like the roadmap for the whole upgrade process.
- Create IT tasks tickets
Tasks that are important for making the upgrade work well are created in the “IT Tasks” request type. These tasks are split into two parts – things that need to be done before getting approval and things that come after. This ensures a well-planned process. Tasks may include coordinating with teams, backing up the system, identifying potential risks, and checking hardware and software compatibility.
- Assign tasks to different IT people
Each job in the “IT Tasks” request type is given to a specific IT person, matching tasks with what each person is best at.
- Connect tickets to the main change request
Create a connection between the task tickets and the main change request. This connection makes a clear link between the smaller tasks and the main change plan. It helps us easily follow and coordinate everything smoothly.
- Approval depends on tasks
Before saying “yes” to the big change, we need to finish the linked tasks. This makes sure everything important is done before we give the approval.
By using SteadyPoint’s SharePoint-based helpdesk software, tasks can be effectively decomposed and linked, ensuring smoother change management and system upgrades.