Hi everyone. We’re about to start scoping our first projects. I wondered whether anyone has a template they would be willing to share to ensure you are capturing all the relevant information from service areas about their systems and processes? Thanks, Chris
Hi Chris,
Thank you for your question!
I don’t think we have a ‘generic service template’. As for the information needed before setting up a service, I’d say that would fall into these categories:
Data to be captured - the data/properties that need to be asked for and stored as part of the service creation process (typically the population of a form)
Data capture form -the functionality and method of input for data to be captured
Back-end Process - the flow of how a case needs to be handled, either automatically or manually (or more likely, both). The steps that need to be taken and the parties that are responsible for each
Integrations - are any third-party systems involved in the service to be communicated with (either as part of the data capture process or the subsequent back-end process)? If so, what are the details around the communication itself and when/how should it be triggered?
Communications - who needs to be contacted as part of the process? Which communications need to go to external parties (e.g. the customer) or internal teams?
Reporting - are there any specific requirements related to service-level reporting of the cases created?
I hope this is a good starting point but do reach out to me if there are any more questions