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How Do You Manage Requests in Your Organization?

Posted by Cliff on Mon Oct 06, 2003 04:36 PM
from the getting-the-work-done-efficiently dept.
StormShadw asks: "How do you manage IT requests in your organization? There seems to be a lack of software solutions specifically designed to track requests. Most that I've been able to find are either problem tracking systems or bug tracking systems, neither of which completely fit the 'request management' model. I work for a large bank and my department supports all of the internet web presence and online banking applications for the company. We receive hundreds of requests a week (my department has 51 people in it), typically through a variety of mediums (phone, email, hallway conversations). It's impossible to manage all these efficiently when there is no centralized system. What's the solution? What do you all use?"

"There is a 'workflow' aspect to many of these requests: we do our thing, then pass it off to the UNIX admins, firewall folks, or DBAs to process another portion of the request. Ideally, I'd like to have a web based system where our customers (internal lines of business) can submit their requests, get status, etc. We would also manage a queue of work through a web interface, assigning requests internally or to other teams we work with. Email notifications could be generated when requests are completed."

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  • by maroberts (15852) on Monday October 06 2003, @04:38PM (#7147627) Homepage Journal
    ..with optional basketball hopop located just above it for an additional challenge when filing requests.
  • RT! (Score:3, Informative)

    by ericsante (194883) on Monday October 06 2003, @04:38PM (#7147635)
    check out http://www.bestpractical.com/
    • RT does kick butt. I like it's full email integration. I haven't used it since version 1, and loved it.
  • bugzilla (Score:5, Interesting)

    by rizzo (21697) <don&seiler,us> on Monday October 06 2003, @04:38PM (#7147636) Homepage Journal
    I just tell anyone who needs any work done from me to file it in our intranet bugzilla site. Tracks status, assignment, etc.
    • by sjbe (173966) on Monday October 06 2003, @04:40PM (#7147663)
      I just tell anyone who needs any work done from me to file it in our intranet bugzilla site. Tracks status, assignment, etc.

      My computer's down...
      • by xanadu-xtroot.com (450073) <xanadu@@@inorbit...com> on Monday October 06 2003, @04:42PM (#7147703) Homepage Journal
        I just tell anyone who needs any work done from me to file it in our intranet bugzilla site. Tracks status, assignment, etc.

        > My computer's down...


        Send me an email.
      • by fyonn (115426)
        My computer's down...

        you say that, but I once left my work laptop on my desk when I went home (actually, I always left my worklaptop on my desk when I went home) and someone from the IT dept took it and locked it up for safe keeping, and then sent me an email to my corporate account so I'd know where it was...

        the absurdity of this did not strike her until I pointed it out

        dave
    • Re:bugzilla (Score:3, Funny)

      by $hecky (445344)
      You do know their computer is broken, right? What are they supposed to do, dial in with a phone and yell "10010101?"

      • As the current Rational administrator for where I work, I have to disagree with your opinion. Somewhat.

        Rational is big, I'll give you that. However, there is no reason why your CQ team hasn't setup that database for you. I routinely setup up ClearQuest databases and it takes a grand total of about 4 minutes. After the database is setup it takes an additional few minutes to add the user data (login ID and password) but it doesn't take *that* long to do, especially if the users are already in the system
  • Originally we setup a system where users would have to fill out a support request form and drop it in a box for us. This became cumbersome for us because we were constantly having to check and users were having to wait. In the end, I removed the SOP we had in place for requesting support. I would prefer they all submit their requests in the same manner (via email). We do not have a person here that can field calls all day. We also run a pretty cool program called Assett Navigator by Alloy Software (alloy-so
  • What I use (Score:3, Informative)

    by Kujah (630784) on Monday October 06 2003, @04:39PM (#7147643) Homepage
    I use a program called goldmine to manage contacts as well as interactions with them. It stores them in a (db3) database file, and you can add custom filters, etc, to it. I find it quite helpful
  • RT (Score:5, Informative)

    by jdepons (644113) on Monday October 06 2003, @04:39PM (#7147644) Homepage
    We use request tracker. http://www.gnu.org/directory/rtracker.html
    • Re:RT (Score:4, Insightful)

      by SuperBanana (662181) on Monday October 06 2003, @06:42PM (#7148799)
      We use request tracker. http://www.gnu.org/directory/rtracker.html

      So do I, across three companies now that I've worked for. It's eccentric, to say the least.

      • "Killed" tickets aren't "killed", they're only -marked- killed. Ie- no way to delete tickets. No magic button for the admins to click to delete 'killed' tickets- you've got to delete them by hand in SQL, something management is uneasy about doing on a production system.
      • No way for anonymous users to check on the status of their ticket- you've got to grant them rights, or give guest rights to -everyone- to see -everyone's- tickets(and that leads to why-is-my-request/why-is-their-request crap)
      • Horrible support- on several occasions I've asked in-depth questions and not recieved so much as a peep from anyone; sometimes I've posted 2-3x. The authors are clearly busy consulting- not supporting.
      • Users can bring down the entire system to a halt if you're using MySQL, the default/best supported DB. Because tickets never get removed, and the default search parameters are -all- tickets and -all- queues, a single search can take MINUTES to complete on a SMALL db(20-30,000 tickets).
      • Clunky/confusing interface. Things that should require one click require several. Functions have non-intuitive names. Etc.

      It's not nearly as bad as Big Brother, but it's close, at least in terms of eccentricity. If I had to recommend a system, after almost a half decade of using RT, I'd flat out tell them to try something else first, and leave RT to last to evaluate. Bugzilla certainly does sound interesting, though I have no experience with it.

  • by dagnabit (89294) on Monday October 06 2003, @04:39PM (#7147647) Homepage
    I just let people ask me questions in the hallway on my way to the break room and stuff. Then I use my superior intellect to forget it all anyway.

    If it's really that important, they'll keep bugging me about it until I do something. If it wasn't important, I didn't need to worry about it in the first place.
  • Our own internal app (Score:3, Informative)

    by keesh (202812) * on Monday October 06 2003, @04:39PM (#7147651) Homepage
    We have our own internal app which people can access via the Web or through Notes. Or, if they prefer, they can call the helldesk who will sumbit the problem for them. All submissions are routed via the helldesk anyway, who then pass them on (usually) to the (usually) correct group.

    Of course, since there's a web interface, we also have several automated scripts that submit problems for us whenever something breaks, reminders of daily / weekly / monthly checks and so on...
  • by TKBui (574476) on Monday October 06 2003, @04:40PM (#7147655)
    Post-it Notes.
  • How do you manage IT requests in your organization?

    Post-It notes left on my monitor... :-(
  • Request Tracker (Score:5, Informative)

    by chennes (263526) * on Monday October 06 2003, @04:40PM (#7147667) Homepage
    Funny you should ask: I just set up Request Tracker [bestpractical.com] this afternoon. While it probably fits more into the bug-tracking genre than anything else, I use it as a TODO list, a wish list and a bug tracking system. It is very easy to use, and setting it up isn't TOO painful. It is quite powerful (I use a MySQL [mysql.com] backend) and completely cross-platform (its main interface is web-based). It has great e-mail integration, and your customers will be able to check the status of their report as it makes its way through the system. In addition, it's free, with support available for a fee [bestpractical.com].
  • ...at http://dcl.sourceforge.net/ [sourceforge.net]

    A couple of years back I had need of an issue tracking system. Double Choco Latte was one of the systems I used. The source code is well laid out and easy to modify if you have special needs.

    There are a lot of features, not sure if it will cover all of your requirements. It actually had more features than I needed at the time I was using it.

  • RT [bestpractical.com] is a tremendous package. Version 3 is out, but you can see version 2 in action at rt.cpan.org [cpan.org]. All Perl bug tracking, both in modules and the core, goes in here. In fact, submissions for various O'Reilly conferences are in RT, as well. It's very flexible.
  • Every company I have worked for that handles this at all succesffuly has a custom dbg app written that tracks information about each request, who requested it, priority, who is working it, status, worklogs etc.

    The problem is people continue to make requests outside of the system, change scope mid project etc.

    You can solve some of that by saying "Everything is one big step" in the tracking system, and then solving scope change via XP-like processes or something, but you project management types usually don
  • Speaking as a sysadmin who's deployed such a system, I'm pretty unclear as to why support-style ticket tracking doesn't work for you. Sure, some systems aren't well featured, but most should be a perfect fit for request tracking. You get issue assignment, updates, web viewability, email notification, etc.

    The main thing that's different between requests and support problems is that you can ignore a request for nearly forever and have that be the correct response (low priority etc.) but most ticket/request
  • We use Cerberus [cerberusweb.com] and it's great. You can get site licenses for as little as $99 and you get access to a CVS repo for both the parser and the web front end. It's slick and easy to use; you can correspond via email or via the cerberus website.
  • Request Tracker (Score:3, Informative)

    by Uhh_Duh (125375) on Monday October 06 2003, @04:41PM (#7147684) Homepage

    After facing the same dilemma you're facing and having a VERY limited (read: no) budget, I stumbled upon Request Tracker [bestpractical.com]. It's got all the features you get in the $20k packages (albeit a little rough around the edges on the GUI, as with most open-source), but it's completely free.

    It's scriptable, it has plugins, it's web-based, it has full email management (submit tickets, reply to tickets, and receive ticket status via email -- even have people login to check the status of all their tickets, close tickets, etc.)

    It ALSO has a full command-line suite of utilities, the system is completely object oriented (read: easily extended) and it's overall one of the best most complete perl / mod_perl projects I've ever seen. Jesse did a great job with this one.

    This thing is gold.

  • Check out Request Tracker [bestpractical.com]. It's not constrained to problem reports or bugs, it can be used for general requests, and you can customize the hell out of it, it's easily the most versatile tracking system I've seen. Chances are you'll be able to adapt it to your needs.

    As for phone or in-person requests, all you need is the discipline to capture the request in RT, or perhaps a policy that all requests must be entered into the system either via the web interface or by e-mail. Perhaps my only complaint with RT i

  • DCL (Score:3, Informative)

    by YinYang69 (560918) on Monday October 06 2003, @04:42PM (#7147698)
    My answer [sourceforge.net]

    'Nuff said.

    If they ask me via phone, email or IM, I ignore them until they add the task to DCL. Backed by a simple, yet effective agreement between management and staff to which all people can understand that if its not in DCL its not a trackable problem.

    Of course it helps to pitch the idea of what DCL can do for the organization, but past the agreement, let DCL be set in stone.

      • Re:DCL (Score:3, Informative)

        You get fired for shit like that, in the real world.
        Depends in what real world you live. I would fire they guy ignoring the request to put it into DCL/RT for the third time.
        But of course you can continue to work on CMM level 2 or below for the rest of your life :-)
        angel'o'sphere
  • Wouldn't some type of ticketing system work for this? For example, RT [bestpractical.com]. I help out with a certain free dns service [everydns.net] that started using this.
  • Remedy (Score:5, Informative)

    by Wetkarma (550384) on Monday October 06 2003, @04:43PM (#7147710) Journal
    We used a customized version of Remedy [remedy.com] where the user enters his problem via a web interface. The requests are automagically passed to the right department, and assigned to an individual tech. The tech works on the problem, making notes in the "work log" of the ticket, and finally closes it out. At this point the user receives an email stating (confirming) his problem is solved, and depending on the department they get the option to fill out a survey to ask how their experience was.
    • Re:Remedy (Score:3, Insightful)

      by lushmore (41101)
      My company uses Remedy also. The people who decided to use Remedy paid some consultants to help with the setup, then it has done nothing but rot since then. The new cool features in later versions are untapped, and the changing support structure is not reflected in the schema. Whatever system you go with, make sure someone is committed to keeping it maintained, or that the system is easy to modify. Like most tools, someone has to keep it sharp.
  • take a look at http://otrs.org/index/
    they also provide an online demo.

    looks very nice, very versatile and seems to be what you want/need.
  • Try This (Score:2, Funny)

    by mslinux (570958)
    "Open Door Policy"
  • It's a simple web application. It tracks requested by, date requested, assigned by, department assigned to, staff member assigned to, date assigned, date resolved, resolved by, date verified, verified by, status ("New," "need more info," "complete", etc) subject, "system", and notes. I use the excellent HTMLArea for the "notes" field, so they can paste in formatted text and fragments of web pages. The tool, tracking the above data, enfores a four-step process of
    1. Make request
    2. Assign request (optional)
    3. Res
  • . . . from home-grown solutions all the way up to $100k packages that run on top of pick-your-favorite-SQL DB.

    We use Blue Ocean's Track-IT [blueocean.com]and have for a few years now. It has pretty much every major bell and/or whistle you could want available for it. Blue Ocean was recently purchased by Intuit and they haven't managed to mess up the package yet.

    It also depends on what support model your company uses. We had a HUGE culture shift from stopping-IT-person-in-hall to call/web/e-mail-the-help-desk but it has
  • by Anml4ixoye (264762) on Monday October 06 2003, @04:46PM (#7147744) Homepage
    I work for a large county government. We support around 6000 users. We use a help desk with a product from Perigrine called ServiceCenter for requests. They then get assigned to the appropriate sections within ITS. For example, phone issues go to Telecomm, web site issues to the Web Team, etc.

    Additionally, requests for updates to the website get sent through our communications department to us, or directly to us using a common email address that goes into a folder the web team shares.

    The ServiceCenter works well, but the entire web request method just is horrible.
  • I'm currently using the freeware helpdesk software Liberum and am working on modifying it to track project requests (it's taking me a bit of time because I'm not a developer by trade and am an 'army of one'). It's free, web-based and it works.

    www.liberum.org
  • by dattaway (3088) on Monday October 06 2003, @04:53PM (#7147817) Homepage
    Here [uni-sb.de] is what the BOFH uses with great success.
  • Sticky Notes! :) (Score:3, Interesting)

    by dbretton (242493) on Monday October 06 2003, @04:55PM (#7147848) Homepage
    Does the job for me.
    Little, yellow, different, better.

  • Our system (Score:3, Informative)

    by merlin_jim (302773) <James.McCracken@ ... m ['str' in gap]> on Monday October 06 2003, @04:58PM (#7147872)
    Helpstar.

    It includes workflow management. We setup problem types that indicate the functional area that is addressed, and the current team status (for instance, a bug in this sytem will go from Project - Defect to Project - Fixed (indicating fixed but not ready to promote) to Project - QA (indicating ready to be confirmed))

    Of course it doesn't apply just to bugs. Everything from "reset my password", to "install service pack x on server y", to "Change the border of the website to green" goes through it...

    users file requests either by phone (we have a small call center to log incidents and route appropriately) or by e-mail (in which case the call center representative still takes care of routing, but the incident itslef is logged automatically by the system). A new incident can be assigned to a specific person, or a queue that represents a team of people.

    Project Managers, QA Testers, and Programmers can log incidents themselves and route manually, bypassing the call center stage entirely.

    It has lots of nice reports and automatic time tracking by incident, as well.
  • Check out Remedy... (Score:3, Informative)

    by TWagers (657500) on Monday October 06 2003, @04:58PM (#7147877)
    At NCR, for the IT Services helpdesk, we used Remedy (http://www.remedy.com/solutions/servicemgmt/css.h tml), which intergrated phone, web, and voicemail requests, problems, and questions. Takes a bit of setup to use and to create taskable teams, but it's a very comprehensive and powerful program for tracking basically all requests and problems from a help desk perspective.

    It's not really hard to use either, it's a fairly low learning curve, and can tie easily into existing knowledgebases (a Lotus Notes DB, for instance)
  • by ikewillis (586793) on Monday October 06 2003, @04:59PM (#7147879) Homepage
    http://www.google.com/search?q=trouble+ticket+syst em [google.com] returns a number of tools suitable for this purpose, such as this open source application [otrs.org].
  • Use what's there (Score:3, Insightful)

    by polyphemus-blinder (540915) on Monday October 06 2003, @04:59PM (#7147884)
    I think that feature requests are similar enough to problem fixing requests so that you can just make that one of the choices when filling out a helpdesk ticket. Then they'd be easy to sort, and all in one place and searchable and all that good stuff.

    When in doubt, use what you've got.
  • by orthogonal (588627) on Monday October 06 2003, @04:59PM (#7147886) Journal
    How do you manage IT requests in your organization?

    Allow each requestor to post his request on something like a bulletin board.

    Allow some persons the ability to commend or denigrate a limited number of these posts, making the commended posts more visible and the denigrated posts less visible, by adding to or subtracting from, the post's "priority" points.

    Occassionaly award a small number of (say, five) "priority points" to those posters who gain the most priority points from others, allowing these points to be assigned to yet other persons' requests.

    Designate different types of "priority points" to distinguish types of requests, but make sure there's some ambiguous overlap: you might include points for requests that are, e.g., "Insightful", "Interesting", "Funny" as positive points, and "Overrated", "Troll", and "Flamebait" as negatives.

    Make sure you patrol the request board for goatse.cx posts, and try to limit the number of posts that comapre popular requests to Natalie Portman covered with grits.
  • IRM (Score:3, Informative)

    by atrus (73476) <atrus@[ ]ustrivalie.org ['atr' in gap]> on Monday October 06 2003, @05:33PM (#7148173) Homepage
    There is IRM [atrustrivalie.org]. It integrates an asset database with a trouble ticket system, which in many cases makes lots of sense.
  • by hacker (14635) <setuid@gmail.com> on Monday October 06 2003, @09:38PM (#7149953)
    At SourceFubar [sourcefubar.net] we use Mantis [sf.net] exclusively for bug, issue, feature tracking. After evaluating about 15 other projects and products, commercial and non, we decided on Mantis. It is feature-rich, extensible, written in PHP, hooks to MySQL [mysql.org] and other databases, and the developers are really a great bunch of people to work with. They are very receptive to patches, ideas, fixes, and anything else you can throw at them.

    Mantis is actually getting me some contract work on the side, from Free Software developers on our projects who brought the notion of Mantis to their employers, who are talking to us about doing deployments of Mantis in their enterprise for customers and internal use.

    The second-runner up out of the 15 we tried was a product called "Round-Up", written in Python. The reason it didn't win out over the top was the fact that it was written in Python (no flames, just that Python is more resource-hungry than PHP itself), and that the web-based interface wasn't anywhere near as mature as the Mantis interface.

    Give it a try, you will most-certainly be impressed. I was, and still continue to be, to this day.

  • by AppyPappy (64817) on Tuesday October 07 2003, @06:57AM (#7151839)
    A small segment of the working white collar world is not comfortable putting things in writing. They don't want documentation of their cluelessness. They will tell you things via voice but you should always a demand an email. If they complain their request has been ignored, remind them of the email requirement. Eventually, they will find someone else to annoy.

    Another segment hates email. Face it, they hate ANY technology. I call these the 12 O Clock crowd because that is what is blinking on their VCR and microwave all the time. These are the people who call Tech Support to change their background once a month when their son sends them a new baby picture. They would never dream of simply doing what they were instructed last time they called. And if you send them written instructions, you are wasting your time. When you mention that an email is required, they will get the Stunned Bunny look and simply decide their request is foolish anyway.

    Also, make sure the requestor signs off on test results. That shakes a WHOLE lot of people. You will eventually be reduced to working on truly important matters rather than time fillers.
    • Re:e-mail (Score:5, Funny)

      by WTFmonkey (652603) on Monday October 06 2003, @04:45PM (#7147730)
      from: it-supplies to: Employee #680416 subject: re: 19" flatpanel

      Well, we hear from from management that you won't be needing that computer for too much longer anyways, so the monitor's definitely out.

      It's been nice working with you!

      --Your company's computer guy

    • Re:HelpSTAR (Score:3, Interesting)

      by itwerx (165526)
      No way!! I just finished an evaluation of HelpSTAR and it sucks hard!!!!!!!!
      We didn't even finish the evaluation period because we got so much negative feedback from users.
      It's mostly stupid UI crap, like you can't send a request with "Fwd" or "Re" in the subject line (wtf?) - they say it's to prevent loops.
      Attachment handling is awkward - have to click about three levels deep if you want to save it as a file rather than execute it.
      There's no way to see all currently open tickets (well, the
        • Re:HelpSTAR (Score:3, Funny)

          by itwerx (165526)
          I must admit support was very responsive. I don't think I ever had to hold and emails were answered very quickly.

          Unfortunately everything we ran into had one of the following responses:
          - one of our engineers has been begging for that for a long time(!)
          - that's planned for a future release but we don't know when
          - nobody's ever mentioned that before, send it to our suggestions email box and we'll consider it

          One amusing conversation went something like this (after I noted that none of the emails back and fo