Monthly Archives: February 2020

How Many Channels Should Your IT Help Desk Have?

IT help desk customer support agents using email, phone, screen sharing, and live chat

What is your preferred method for working with your managed service provider?

Running the IT help desk for your business is about more than just churning tickets and resolving problems. Communication is one of the biggest concerns of a help desk because each person who needs help will seek it in a different way. From the people you’re dealing with to the nature of the problems you’re solving, it’s important to include a variety of communication channels in your IT help desk infrastructure.

The more channels through which employees or customers can reach out for IT help when they need it and benefit from your assistance. More problems will be solved and the reputation of your IT help desk will skyrocket as users are delighted to find that you will connect in the ways that work best for them.

But which channels should you incorporate? Where should you start? Let’s take a look at the four leading channels that your IT help desk should incorporate.

Email

Email is the leading channel for IT help desks. Even if you connect over the phone, email is an essential element because so much more can be done through email than most other channels. Email is asynchronous communication, meaning that you and your users don’t have to be online at the same time to exchange information and work toward a solution. Email also allows for the trading of files and to carefully put together your responses with all the information, even if that takes some time per message.

In the business world, many people are most comfortable communicating through email. If your IT help desk makes email outreach available and responds promptly, this is essential for many of your users.

Phone

Phone is the other half of classic help desk communication. There are still people who are most comfortable getting in touch over the phone and will have the easiest time solving their problems by explaining over voice. The phone allows users to reach out with 100% certainty that they are dealing with a real human being ready to help with their problem. Those who don’t type confidently or who don’t know how to explain their situation will have an easier time over the phone, as well as older generation’s habitual preference for phone calls over text conversations.

Live Chat

The latest in help desk communication is live chat. Live chat comes in many forms and can be extremely versatile when implemented correctly. Live chat works through web browsers, mobile apps, and any other interface with a keyboard and internet access. The most appealing thing about live chat is that it is right in the middle between email and phone support.

Like phone support, live chat is real-time which means users get the answers they need immediately instead of waiting for a return email. But at the same time, it’s text communication where each message can be carefully put together and files can be shared as part of the problem-solving process. Live chat is quick, convenient, and you can easily send a transcript of your conversation over to a client so they can refer back to your help in the future.

Screen Sharing

Finally, no matter what conversational communication you choose, make sure that screen sharing is possible for your IT help desk. Screen sharing is most often paired with live chat or video calls. Most importantly, screen sharing allows technicians to take a look at user desktops to more deeply understand what is going wrong.

Often, clients don’t actually know how to explain what’s wrong with their computers or programs. They don’t have the industry vocabulary or understanding to accurately describe the problem. Screen sharing makes it possible for your team to get the info they need from the primary source without having to guess based on the words chosen from a customer. Reverse screen sharing can also give your technicians the ability to show clients exactly what to do by sharing their own desktops and demonstrating the fix step-by-step.

Does your IT help desk need an upgrade? Contact us today to find out more about how to improve the performance and versatility of your IT help desk.

How to Set Up VOIP In a New Location

A business owner sits amongst her moving in boxes setting up VOIP, waiting for new desks. She is using a digital tablet. In the background her assistant is checking the files

Having a VoIP phone system eases the pain of relocating or opening another location for the business.

In the long tradition of business phones, establishing a new office location is notoriously tedious. With old school phones, you would need to cancel the previous service if you were moving offices. Then purchase an entirely new phone plan including complex installation costs for all the lines and phone locations you’d need.

But not anymore. With VOIP rapidly replacing old school PBX phone solutions, setting up phones in a new office location has never been easier. Of course, it’s only natural to ask how this is done, what with the old system being so involved, costly, and tedious. Many businesses who have expanded or changed offices in the past have a whole system that needs to be re-written for VOIP.

So for those of you who are worried about opening a new location, this guide is for you. Rest assured, you won’t need a technician to make it happen and, in fact, can start making VOIP calls in the center of your yet-unfurnished office if you cared to.

Step 1: Secure Your Location

VOIP works no matter where you are, so feel free to pick your office location based on everything except the kind of phone service you need. When you’re working with VOIP, you can secure just about any commercial property that suits your business needs. Your VOIP has no special installation requirements and will work anywhere there is a strong wifi signal.

If you’re looking for VOIP-friendly parameters, then make sure you have access to high-speed internet, though broadband cable or strong satellite internet will both serve the purpose. You can even run a remote office off cell-network hotspot depending on how strong a signal you can pick up. Your new office location can be absolutely anywhere that gets internet service.

Step 2: Bring the Desks and Computers

Once you choose the location, bring in all the usual office furnishings. Desks and chairs, computers and laptops, cashier workstations and mobile device charging stations; any and all of it will do. The one and only requirement of the VOIP phone system in your new office location is that there be some internet-capable end-point devices. Meaning computers, laptops, phones, and/or tablets.

Take a little time to make sure your internal network is properly configured during this stage. Don’t just place the router, optimize it. Test signal and decide where you’ll put wifi repeaters or run internal lines if there are rooms that receive a lower-quality wireless signal, as happens from time to time.

Step 3: Up Your Extensions (If Expanding)

If you are moving your office with all the same staff and the same number of extensions. Don’t even worry about this step. You don’t have to do anything with your account or even tell your VOIP provider that you’re moving locations if you don’t need any changes in service. VOIP is just as capable of being used in a new office location as it is on the road and away on business trips, so no need to worry about any service transferring hassle.

If you are opening a new location and expanding the number of staff making calls, then you will need a few additional extensions to add and configure. Fortunately, this is incredibly easy to do with no installation required. Get in touch with your VOIP provider. All you need to do is request the right number of new extensions and configure them to the use the correct settings. The extensions will be provided, along with new logins, and your bill may not even go up if your just relocating.

Step 4: Install the VOIP Software On Office Computers & Devices

Next, make sure your endpoint devices can access the VOIP cloud service. Simply install the software on each computer and laptop and download the app on any mobile devices. Make sure the software loads correctly and that employees are able to log into the cloud phone platform from each one.

If there is a device that seems to have trouble, reset the device’s app settings and try a fresh install. VOIP platforms are not complex and should work properly on every device. For workstations that will involve a lot of at-desk calling, consider a few VOIP handsets or simply checking to make sure the soft-phone programs are working properly.

Step 5: Have Employees Log Into Their Extensions

Everyone on your team should already know how to manage their VOIP accounts because, as we said, location doesn’t matter a bit. Have each person display that they can still log in, just to be sure. For new employees, you will want to walk them through the very first login, changing their passwords, and the settings/configurations that their team uses to integrate VOIP into the workflow.

Whether your team is in the old office or in the new office; the only thing you need is the software on your devices and an active login for every team member who will be making or receiving calls. IF anyone’s login does not work, go through the usual channels to reset their password.

Step 6: Return to Normal VOIP Workflow

Now you are completely ready to return to your normal workflow or begin innovating your process in the new location. Expanding or transferring your phone service to a new office location is as easy as that. With a VOIP platform, expanding may not even increase your costs unless your adding devices. The only installation is software if you are adding new devices. The only interaction you need with your VOIP provider is to scale your extension count up or down. How’s that for replacing your old PBX relocation process?

Even more interestingly is that your customers need never know the difference because your service numbers won’t have changed. From venders and suppliers to your audience of buyers, changing offices or expanding into new locations is incredibly easy with VOIP.

Ready to make the transition from hardline PBX phones to VOIP or expand your VOIP business to a new location? Contact us today!

10 Instances When Should You Call Your Managed IT Team?

Mature business man at an office desk looking at a laptop while calling his managed IT team for help

Your managed service provider is here to handle all of these issues plus many more, let us handle it and you can get back to what you do best!

Working with a Managed IT service comes with a surprising number of perks. It’s like having an on-staff IT team, only instead of you taking care of them, they take care of you. A managed IT team makes it their business to keep an eye on your system and make sure your business tech performs exactly the way you want it to. They’ll help you build the perfect tech stack, select and setup the right hardware, and make sure all your software services work together. But they’re also there for the tough times when your team needs tech support.

So today, we’re featuring ten times when you should absolutely call your Managed IT team for assistance, guidance, or to make your other services shape up and act right.

When Your Computers Malfunction

If your computers stop functioning properly, in any way, then you can call your managed IT team for help. Sometimes, it’s as easy as turning the device or app off and back on again, but often technical problems are beyond the skills of your service teams. After all, there’s a big difference between being able to use software that’s working correctly and fix something that is not working the way it ought.

When Your Internet Stops working

One of the most common calls we get is when the internet for your office building goes out. Internet service providers are not always reliable, and worse, they don’t often put a rush on getting your service back online even when your entire business depends on availability to your customers and partners. A managed IT team will get on the phone and get to the bottom of your ISP outage.

When Your Software Won’t Work Together

Every modern business has a tech stack that is supposed to work synergistically. Each piece of software supplies data or infrastructure for the next. And when they stop working together, everything can come to a crashing halt. When your system stops working together, it’s time to call your managed IT team who will get your software all neatly stacked once more.

When It’s Time to Upgrade Your Software

Upgrades are a delicate part of any business’ lifecycle. When one piece of software in your tech stack is about to change its code, you need the rest of the stack to stay put and to ensure that the changes won’t wreck your current system. Your managed IT team can handle that for you.

When You Want to Rebuild Your Tech Stack

Likewise, you need to add new software to the stack or replace an older piece of the stack with the latest best variation, call your managed IT team to make sure everything integrates just the way you need it to.

When You Need Your Current Software to Do Something New

Interestingly, your managed IT team can also help when you’re not changing a thing, except how you use the software you have. When your business evolves, expands, or adopts a new practice, it can be necessary to find new ways to use your current technology. You can trust your team’s expertise to know how to put the features of your business software to new and creative use.

When You’re Worried That a Hacker Might Have Infiltrated

If everything is going well except that you’ve seen signs that perhaps a hacker or malware has infiltrated the system, your managed IT team is where you turn to for advice. They can help check for defense breaches and get rid of any lingering scripts or malicious software that may have taken root. As well as knowing what to do when there’s risk of a data breach.

When You Have New Regulations to Meet

Speaking of data breaches, the latest wave of data security regulations is ever-more strict and your managed IT team can help you get compliant. When there are new regulations released or your business starts doing something that requires new regulations, we can help make sure your standard operating procedure is within the new parameters.

When You’ve Lost Data to a Common Data Disaster

When fire, flood, or human error causes your business to lose a chunk of important data or access to data-handling devices, your managed IT team can help you restore everything from backups and sometimes even recover the latest data from a damaged source.

When You Need to Set Up a New Location

Finally, if your business is moving or expanding into a new location, your managed IT team can help you get everything set up in the new place exactly the way you need it, from the hardware and workstations to integration with your cloud services.

Contact us today to find out more about what managed IT can do for your business and how to get the most from your managed IT services!

How Often Should You Take Backups?

Backup files and data on internet with cloud storage technology that sync all online devices and computers with network connection, protection against loss, business person touch screen icon

We all get busy and backups is one of the last things on your mind, however its critical when disaster strikes

Backup recovery is something that every business should invest in. Not just because it’s a smart thing to do on every technical guide, but because disasters happen. Big disasters like floods and fire and ransomware along with little disasters like accidentally deleting a Client’s CRM entry. Even run of the mill software updates can corrupt all the data that your software supports. Backup recovery data makes sure that no matter what happens, you can roll back the clock a day, a week, or a month to the last time your data was complete.

But the functional question isn’t whether you should have backups, you should. The question is how often you should take those backups. What happens if your data is lost, and it’s been over a month of active project work and client data since your last backup? That’s an entire month of detailed work gone. On the other hand, you also don’t want to take backups of static assets so often that you fill your storage with identical archives.

So today, we’ve put together a quick rule-of-thumb guide on how often you should back up each type of your data.

Active Data – Continuous Version Control

The data you update every day should probably be backed up continuously. This is a special kind of backup known as version control, which not only takes ‘saves’ of your work but also tracks exactly when changes were made and who made them. Version control ensures that you can quickly and easily roll back any changes that don’t work, remove only the changes made by a specific person, restore versions that were completed minutes or hours ago if an ongoing project or client file is somehow damaged.

Continuous backups through version control give you the most fine-tuned ability to both edit things based on changes and to restore recent version after changes were made that did not ultimately pan out.

Ongoing Project Data – Twice a Day

Data that is updated as a result of an ongoing project may be more practical to uptdate once or twice a day. A database into which entries are added in chunks, for example, or an archive of paperwork for which only a few pages are added per day might be the type of data that you want backed up constantly, but not necessarily minute by minute.

Backups made once or twice a day ensure that your active files can always be restored to a very recent version, even if they are not the type of file that requires version control levels of detailed editing and constant tiny roll-backs.

Workstations and Hardware – Once a Week

Your workstations and hardware are often the hosts to a great deal of useful data, including the software and configurations that are loaded onto them. When you have a full backup of a device, you can reload it from a factory wipe or clone it onto a whole new device in a much shorter time than it would take to rebuild all the configurations, apps, and stored data files by hand. However, workstations and devices don’t change often or drastically enough to need to be backed up every single day.

Weekly is probably the most practical timeline for backing up devices, particularly if your team tends to store files locally and update their settings to streamline their work. A device backed up weekly can be quickly restored to it’s favored functioning state directly after a malware attack, update crash, or other general malfunctions that might require a restoration process.

Infrastructure and Settings – Once a Month

Finally, there are the big infrastructure backups. Your network and its configurations, for example, were not perfect for your business right out of the box. Your tech infrastructure and static company files were carefully built piece by piece and setting by setting until everything worked exactly the way it needs to for your business. It contains your tech stack, your network configurations, and all your security measures.

Backing your tech infrastructure and settings up monthly can ensure that even if you suffer a system-wide outage, physical disaster, or ransomware attack, you can bring the whole system back online. Even if you need all-new hardware to do it.

For more insights into smart IT management and data security, contact us today!