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ITSM Problem Solving with Lucidchart
Michael Doane
11/06/18
Five Use Cases
The Problem
Why Lucidchart?
The Diagrams
The Outcome
Use Case #1
The Problem
My new team is unsure of who’s doing what
Why Use Lucidchart?
Easy org-charting with added data
Outcome
• I quickly came up to speed on staffing matters
• The team quickly aligned on responsibilities
Use Case #2
The Problem
Hardworking team, but reputation of unresponsiveness
Why Use Lucidchart?
Map all possible ways a user can request support and look for blind
spots
Outcome
• Found emailboxes, ticketing queues and Slack
channels that were not being managed
• Multiple team voicemail boxes that were not setup
for customers to leave messages
Use Case #3
The Problem
Improve onboarding account creations process
Why Use Lucidchart?
Map process & look for opportunities to automate, streamline and
eliminate
Outcome
• Found accounts being created in, and
setup for, abandoned environments
• Automated multiple steps
Use Case #4
The Problem
Quickly insource IT operations & transfer MSP knowledge
Why Use Lucidchart?
Use multiple info gathering strategies in one place
Outcome
• Successful support transition w/ no downtime
• All-in-one documentation created for existing team as
well as successors
• ‘Info gathering’ templates will ensure that you don’t
forget to ask important questions
Use Case #5
The Problem
Confusing onboarding/offboarding process
Why Use Lucidchart?
Visual process flows can clarify processes and align
customers with IT
Outcome
• Printouts laminated for 40+ existing departmental
admins
• In-person training conducted to level set
• New admins receive process training using Lucid
diagrams moving forward
Overall Takeaways
1. Before you diagram, know your audience
2. As you diagram, keep it as simple as possible
to effectively meet the goal of your audience
3. Use Lucidchart to augment or expose blind
spots in your thought process
Thank you!
Open Q&A
Linkedin/in/mdoaneca

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Lucidchart Connect Seattle: ITSM Problem Solving with Lucidchart

  • 1.
  • 2. ITSM Problem Solving with Lucidchart Michael Doane 11/06/18
  • 3.
  • 4. Five Use Cases The Problem Why Lucidchart? The Diagrams The Outcome
  • 5. Use Case #1 The Problem My new team is unsure of who’s doing what Why Use Lucidchart? Easy org-charting with added data
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  • 7. Outcome • I quickly came up to speed on staffing matters • The team quickly aligned on responsibilities
  • 8. Use Case #2 The Problem Hardworking team, but reputation of unresponsiveness Why Use Lucidchart? Map all possible ways a user can request support and look for blind spots
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  • 10. Outcome • Found emailboxes, ticketing queues and Slack channels that were not being managed • Multiple team voicemail boxes that were not setup for customers to leave messages
  • 11. Use Case #3 The Problem Improve onboarding account creations process Why Use Lucidchart? Map process & look for opportunities to automate, streamline and eliminate
  • 12.
  • 13. Outcome • Found accounts being created in, and setup for, abandoned environments • Automated multiple steps
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  • 15. Use Case #4 The Problem Quickly insource IT operations & transfer MSP knowledge Why Use Lucidchart? Use multiple info gathering strategies in one place
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  • 17. Outcome • Successful support transition w/ no downtime • All-in-one documentation created for existing team as well as successors • ‘Info gathering’ templates will ensure that you don’t forget to ask important questions
  • 18. Use Case #5 The Problem Confusing onboarding/offboarding process Why Use Lucidchart? Visual process flows can clarify processes and align customers with IT
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  • 20.
  • 21. Outcome • Printouts laminated for 40+ existing departmental admins • In-person training conducted to level set • New admins receive process training using Lucid diagrams moving forward
  • 22. Overall Takeaways 1. Before you diagram, know your audience 2. As you diagram, keep it as simple as possible to effectively meet the goal of your audience 3. Use Lucidchart to augment or expose blind spots in your thought process