Orchid Connect

8 Ways to Make a Managed Services Process Successful

Effective managed services are guided by several key principles that help ensure IT services’ successful delivery and management. Here are eight key principles of effective managed services:

Clear Service Definition

Firstly, clearly define the managed services’ scope, objectives, and deliverables. This includes identifying the specific services to be provided, service level agreements (SLAs), and key performance indicators (KPIs) that measure service quality.

Proactive Monitoring and Maintenance

In addition, implement proactive monitoring tools and practices to identify and address potential issues before they impact the client’s systems or operations. Regular maintenance activities should be conducted to keep the systems running smoothly. These include patching, updates, and performance optimizations.

Service Level Agreement (SLA) Compliance

Adhere to the agreed-upon SLAs and KPIs to ensure the services meet the defined performance targets. Also, regularly track and report on service performance to maintain transparency and accountability.

Skilled and Certified Staff

The managed services process will be successful by employing skilled professionals with the necessary certifications and expertise to deliver high-quality services. Continuously invest in training and development to keep the team updated with the latest technologies and industry best practices.

Effective Communication

Establish clear and timely communication channels with clients to ensure effective collaboration, issue resolution, and service updates during the managed service process. Additionally, regularly provide reports, status updates, and insights to keep clients informed about service performance and upcoming changes.

Incident Management and Rapid Response

The managed services process will be successful by implementing an incident management process to promptly address and resolve service disruptions or issues. Maintain a well-defined escalation process and ensure quick response times to minimize downtime and mitigate the impact on the client’s operations.

Continuous Improvement

Foster a culture of continuous improvement by regularly reviewing service performance, identifying areas for enhancement, and implementing appropriate measures. Seek and incorporate client feedback into service improvements to ensure ongoing client satisfaction.

Security and Risk Management

Lastly, implement robust security measures to protect client systems and data. This includes, for example, proactive security monitoring, vulnerability assessments, and adherence to industry best practices. Establish risk management processes to identify, assess, and mitigate potential risks to the managed services.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market and ongoing support. To learn more, reach us at reachout@orchidconnect.com