If you have recently rolled out HaloITSM or you are thinking about it, you are already aware of its flexibility and power as an IT service management platform. But like any tool, how you use it can make all the difference.
After supporting several HaloITSM implementations across a variety of industries, I have picked up a handful of tips and best practices that can help teams get the most value out of it.
Keep Your Processes Clear and Simple
Before you dive into customizing workflows and automating tickets, take a step back and map out your core processes. Incident, change, service requests, whatever your team manages day-to-day should be clearly defined and documented. Halo comes with built-in ITIL support, making things simple and easy to handle. The clearer your processes are means you can configure and maintain everything without hassle.
Customize Only When It Adds Real Value
One of HaloITSM’s best features is how customizable it is. But just because you can tweak every field, form, and workflow does not mean you should. It is easy to go overboard and end up with something no one fully understands or wants to manage. Focus on changes that solve real problems or makes life easier for you like grabbing an e-scooter instead of walking 10 blocks. Same destination, half the effort.
Automation Is Your Best Friend
Anything repetitive should be automated. Whether it is assigning tickets, escalating SLA breaches, or sending reminders, Halo can manage it. Start small, for example, auto-assigning based on ticket category and expand from there. You will be surprised how much time you can save.
Do Not Underestimate the Self-Service Portal
A well-set-up self-service portal can be a game changer. If users can log in, find answers, and request help without needing to email or call, everyone wins:
- Users get quicker resolutions
- Support teams handle fewer repetitive tickets
- Your business runs more efficiently with happier customers
Just make sure the portal is easy to use and that the request forms and knowledge base articles make sense to non-IT people.
SLAs Help You Stay Honest
SLAs (Service Level Agreements) are not just about holding your team accountable; they are also great for setting expectations with users. Define your SLAs based on what makes sense for your organization, and let Halo oversee the tracking. Use reports to stay ahead of any issues before they snowball.
Keep the Knowledge Base Alive
A knowledge base is only useful if people can trust it. Make it part of your team’s workflow to document fixes and update articles regularly. Use pop-up notes to help streamline the support process and benefit both the user and the IT support team by resolving issues faster and preventing unnecessary escalations.
Integrate Wherever It Makes Sense
Halo plays nicely with a lot of other tools such as Microsoft Teams, Azure AD, asset management platforms, and more. If you are manually synchronizing users or jumping between systems, check if there is an integration that could streamline things and put everything in one place.
Check In and Improve Over Time
This is not a “set it and forget it” kind of platform. Every few months, take time to review how things work. Look at reporting data, talk to your agents, and listen to user feedback. You will always find something that could work better.
Final Thoughts
HaloITSM can absolutely make your service desk run smoother, but only if it is implemented with a clear strategy and a bit of common sense.
- Keep processes simple and clearly defined
- Customize only when it adds true value
- Set up a user-friendly self-service portal
- Maintain an up-to-date trusted knowledge base
- Integrate with other tools to reduce manual work
- Continuously review and improve over time
You will end up with a tool that helps instead of getting in the way.
Thanks for reading!
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Brandon Everette
HaloITSM Implemetation Specialist
Certified HaloITSM Administrator
RadixBay Consultant