OTOBO | MAKE PEOPLE SMILE. IT’S EASY.

Request Management

Simplify service requests and speed up resolution – 24/7/365.

REQUEST MANAGEMENT

Benefits

  • Efficient processing of service requests

    Service Request Management enables structured and efficient handling of service requests through standardizable workflows and processes – 24/7/365.

  • Automation of routine tasks

    Recurring service requests and routine tasks are automated, increasing efficiency and relieving your team.

  • Improved resource utilization

    The structuring and prioritization of service requests lead to a more efficient utilization of resources, optimizing the workload of personnel and other resources.

  • Transparent communication

    By providing coordinated status updates on service requests, you ensure transparent communication between service team and customers.

  • Increased customer satisfaction

    The fast and reliable handling of service requests increases customer satisfaction; customers are supported quickly and effectively.

  • Tracking Service Level Agreements (SLA)

    Service Request Management supports compliance with Service Level Agreements (SLAs), ensuring that service requests are processed within agreed-upon timeframes.

REQUEST MANAGEMENT

Capabilities

Efficient Service Request Management contributes to enhancing the efficiency of your service delivery, improving customer satisfaction, and increasing overall service quality.

Request Management | OTOBO 1

Simply create service workflows via drag & drop

Define individual service processes tailored to your services, including statuses and transition conditions between process steps – easily using drag & drop. Customers and employees are automatically guided through the process via the service request ticket.

➞ More on Workflow Automation

Request Management | OTOBO 2

Define status transitions and conditions

Design the transitions between the process steps of your service processes by assigning activities to the processes, defining activity dialogs, setting transitions between start and target activities, and incorporating transition actions.

Request Management | OTOBO 3

Initiate service request processes

Through permissions and rules, you control which employees, customers, or partners can execute the respective steps within a defined process and what prerequisites need to be met for completing the current step and initiating the next process step.

You can also specify whether a process should only be available in the agent interface, only in the self-service portal, or in both OTOBO interfaces.

Capture relevant information through flexibly adaptable ticket forms

Gather all information required for handling service requests through individual ticket forms which adjust at runtime. The forms are built from dynamic fields whose composition changes depending on the user’s input. This allows even complex queries to be represented compactly and flexibly, without overwhelming the user. Existing data, such as purchased products or IT equipment, can be integrated into the forms through querying the respective data source.

➞ More on flexible ticket forms

Request Management | OTOBO 4
Request Management | OTOBO 5

Transparently offer enterprise services through a unified service catalog.

With the integrated service catalog, you create transparency regarding the offering of all internal and external services that your employees should have access to. Authorized users can easily access the enterprise service catalog via the self-service portal, even while on the go. Intelligently automated workflows ensure rapid service provisioning.

➞ More on Service Catalog

Request Management | OTOBO 6

Provide solutions at input

Using the integrated knowledge base, you can provide employees and service teams with relevant information and documented solutions as a suggestion while they enter service requests. This shortens overall resolution times and improves the service quality.

➞ More on Knowledge Management

Request Management | OTOBO 7

Monitor service quality in real-time.

Automate the compliance with service quality. OTOBO ensures that the Service Level Agreements (SLAs) agreed upon with your employees and customers regarding response and resolution times are adhered to.

➞ More on Service Level Management

Request Management | OTOBO 8

Automated notifications – keep everyone well-informed

If defined thresholds for response or resolution times are exceeded, or specific ticket statuses are reached, OTOBO automatically sends notifications or escalates the issue to the responsible manager.

➞ More on automated notifications

Request Management | OTOBO 9

Personal communication on every channel

From home via laptop, in the office via their PC, in the field via tablet or on the go via smartphone – offer employees the option to freely choose the channel through which they want to contact the service organization.

➞ More on Omnichannel communication

Request Management | OTOBO 10

CSAT – How satisfied are your customers

Satisfaction surveys, such as querying the CSAT, can be automatically sent from OTOBO to the creator of a service request upon ticket completion or after a defined period, to continuously improve service quality.

Request Management | OTOBO 11

SCALABLE PLATFORM

Integrated Request Management

IT Service Management (ITSM)

Request Management | OTOBO 12

The functions of Request Management in OTOBO are closely integrated with Incident Management, as service requests can arise from incidents; Change Management, to ensure seamless handling of change requests; Configuration Management, to identify CIs that may be affected by service requests, and track configuration changes related to service requests; Service Level Management, for automatic monitoring and escalation of service requests to meet SLAs; and Knowledge Management, to facilitate access to relevant information and respond to service requests more quickly.

➞ Additional ITSM capabilities

Customer Service Management (CSM)

Request Management | OTOBO 13

Request Management is essential for your Customer Service Management to efficiently process inquiries and enhance the customer experience. Through structured capture, prioritization, and processing via the self-service portal, you optimize resource utilization and customer satisfaction. Insightful reports and analyses foster continuous service improvement.

➞ Additional CSM capabilities

Enterprise Service Management (ESM)

Request Management | OTOBO 14

In Enterprise Service Management, Request Management ensures efficient capture, prioritization, and handling of service requests across all departments. OTOBO enables a structured and consistent request management, improves response times, and contributes to enhancing service quality and customer satisfaction by facilitating seamless communication and collaboration among different teams.

➞ Additional ESM capabilities

SERVICE EXCELLENCE

Ready to take the next step?