When multiple incidents originate from the same issue, it’s a clear signal that a robust, step-by-step Problem Management process is necessary.
The latest ITSM framework defines a problem as “the underlying cause or potential cause of one or more incidents.” It emphasizes that the primary goal of Problem Management is to minimize the likelihood and impact of incidents by identifying actual and potential causes and managing workarounds and known errors. These can include software releases, changes to updates/patches, vendor products, user mistakes, or system failures.
To effectively handle this practice, it’s essential to establish a solid process that not only resolves issues but also detects potential problems before they arise.
In this blog, we’ll explore the concept of Problem Management and the importance of implementing a structured approach to handle incidents. We’ll detail the necessary steps to build an ITSM process for managing problems and share best practices for a proactive support strategy to prevent incidents before they occur.
Defining and implementing a unified and comprehensive Problem Management process is not an easy task, but it is absolutely worth the effort. Applying a Problem Management process requires time, effort, and resources. Here are the main challenges:
If you’re still unsure, here are some key advantages of implementing an IT Problem Management process in your organization:
ITSM Problem Management covers the entire problem lifecycle, handling problems reported as incidents by help desk agents or users through various channels, as well as proactively detecting potential problems to prevent future issues.
Once you’ve assembled your top team, defined your primary objectives, and prioritized Problem Management as a critical focus for your organization, follow this ITSM-aligned workflow to create an effective step-by-step process:
The process begins with identifying problems, either through reported incidents or proactive system monitoring. Problems are often discovered when the root cause of one or more incidents is unknown. Promptly creating a problem record ensures that the issue is documented and addressed effectively.
Logging problems is crucial for maintaining a comprehensive historical record. This log should include details such as date, time, user information, problem description, related Configuration Item (CI), associated incidents, resolution details, and closure information..
Proper categorization and prioritization help in assigning and escalating problems efficiently. Categorization ensures that problems are tracked and monitored for trends, while prioritization determines the urgency and impact, guiding the response strategy.
Temporary solutions, or workarounds, mitigate the impact of problems while permanent resolutions are sought. Documenting these in the Known Error Database (KEDB) and escalating them for resolution ensures continuity in service.
This step involves identifying the root cause through thorough investigation and analysis. Techniques include reviewing the KEDB, recreating failures, and analyzing trends. The goal is to determine the most effective remedial actions.
Once the root cause is identified, a solution is developed and tested. This may involve raising a Request For Change (RFC) for approval before implementation. Ensuring that the solution restores normal service is paramount.
After resolving the problem, it is crucial to verify the accuracy of the initial classification details and update all documentation. Closing the problem in the management system ensures a complete record for future reference.
Problem Review
Post-closure, a review process helps identify improvement opportunities. Lessons learned are incorporated into future incidents, fostering a culture of continuous improvement.
In conclusion, implementing a robust Problem Management process is essential for any organization aiming to reduce downtime, improve service quality, and enhance customer satisfaction. By following these eight essential steps, you can create a proactive and efficient Problem Management process that drives better business outcomes.
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