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The Crisis in Information Technology Support: Has Our Current Model Reached Its Limit?

McClure, Polley, A., Smith, John W., and Sitko, Toby, D., CAUSE Professional Paper Series, #16

Introduction
The Crisis Triad and How We Got Here
Central organizations are overwhelmed by demand
More customers need more services
Per capita demand for services has increased
New users are mainstream
Multivendor, distributed technology requires high-level support
Funding models are inappropriate
Support quality deteriorates
Centrally provided primary customer support does not scale
Assignment of support responsibility is ambiguous
Distributed systems need special support
Every machine in the institution is different
Central units are merging
Central IT organizations are the scapegoat
Central organization/budget is a big, easy target
Computing has become truly distributed
Technology and content are more integrated
New users want authority, but lack expertise to make decisions
Expectations exceed resources
User involvement in IT decisions is insufficient
Elements of an Ideal Technology Support Environment
A whole-product focus
The new "average" user
Integrated service, not more technology
Consistent and reliable whole-product environments
A strategic economic model
Problems with some current funding models
The true cost of computer support
Achieving a functional economic model
Measure costs and benefits to the institution
Map the responsibility for costs to the location of the benefits
Designate appropriate funding responsibilities
A support mechanism focused on customer needs
More complex support needs
The help desk next door
Implications for central IT organizations
Getting smarter about training
Tailoring consulting services
Developing technology tools for distributed support
Reallocating support responsibilities and staff
A reliable baseline information infrastructure
The infrastructure must be designed
IT staff must manage environments, not fight fires
The infrastrucutre must be hierarchical
The new architecture must be implemented with support from users
Return-to-service
Personnel turnover
Classroom presentation
"Seat" capacity
"Critical mass" support
We Can Get There From Here
Educate campus constituencies
Engage users in decisions that affect them
Redefine roles toward a federal model
Create effective distributed support models
Mentor individual staff
Recruit and replace, if necessary
Seeing Our Future in an Evolutionary Context
Where we have been
Where we are going

Introduction

problem:
increasing numbers of computer users in universities
fundamental changes in higher education

 

The Crisis Triad and How We Got Here

 

Central organizations are overwhelmed by demand

demands for:
dial-in lines
web page accounts
faculty training
better classroom facilities
support of student computers

 

More customers need more services

up from 20% of faculty, staff & students to almost everyone today

 

Per capita demand for services has increased

possible to generate massive amounts of data now (MB vs. KB a few years ago) ... leads to the need for faster networks

 

New users are mainstream

contemporary users are not as knowledgeable and fault-tolerant as were early users of technology
demand for "complete products"

 

Multivendor, distributed technology requires high-level support

lots of different technologies strung together ... leads to need for much more maintenance and support

 

Funding models are inappropriate

most institutions attempting to offer computing for free ... difficult to match costs and benefits

 

Support quality deteriorates

can't provide the support to match the demand

 

Centrally provided primary customer support does not scale

primary support = dealing directly with the customer
secondary support = provision of information, resources, tools, etc. to front line support people
problem:
now too many users to deal with - can't answer all the questions
now too many technologies to deal with - can't be an expert on everything

 

Assignment of support responsibility is ambiguous

departments go ahead and buy without clear understanding of what they really need
responsibility for maintenance is passed back to the computer services dep't, but it has not had input into the original purchase (all of the blame with none of the control)
some departments create their own support mechanisms
but can't keep up with technology because they have other tasks
aren't worried about how their own world connects up to the rest of the university
everybody gives up

 

Distributed systems need special support

not possible to service local area networks from a distance
need for house calls means that some people get service, others are left out
everyone is frustrated

 

Every machine in the institution is different

since everyone has been making their own decisions, there is a hodgepodge of installed equipment
too many different kinds = unsupportable

 

Central units are merging

current trend toward merging of academic, administrative, telecommunications, media services and libraries
good point - overall understanding of the system
bad point - time taken to set it up, little concern for any individual unit

 

Central IT organizations are the scapegoat

everyone has incorporated technology into their work and they won't/can't go back to the old ways
problem: they don't know the true costs

 

Central organization/budget is a big, easy target

central IT organization is the "fall guy" ... no way of avoiding it since most of the big money has been going to it as opposed to individual departments

 

Computing has become truly distributed

the distributed aspect of the computing environment is too big for any one department or central organization to manage

 

Technology and content are more integrated

with the hypermedia concept, the technology is both the container and the goods in the container
content creators (faculty) will not let the carrier (IT deparment) control technological decisions

 

New users want authority, but lack expertise to make decisions

"point and click" users assume that they know more than they really do about how to make a complicated distributed network function smoothly

 

Expectations exceed resources

the large amounts of funding/growth in the 1980's is expected by everyone to be continued in the 1990's

 

User involvement in IT decisions is insufficient

average departments have not been involved in decisions re technology deployment ... therefore they feel no ownership and are more critical

 

Elements of an Ideal Technology Support Environment

 

A whole-product focus

The new "average" user

must assume that the new average user does not want to understand "why" or "how" technology works - just "that" it works

 

Integrated service, not more technology

present strategy:
offer more capacity
training in use of specific techologies
answer any questions which arise
proposed strategy:
provide integrative assistance ... email example
should provide "whole-product" environments:
correspondence
teaching
grant management

 

Consistent and reliable whole-product environments

very important when faculty depend on real-time web access

 

A strategic economic model

Problems with some current funding models

everyone expects that capability and capacity are free ... therefore a dramatic increase in consumption
it is possible to use technology with very little understanding of how it works, but it is not possible to support it without knowing what you are doing
therefore a hidden support economy has been created (e.g. the word-processing expert, the hardware wizard, the web wizard, etc.)

 

The true cost of computer support

nobody knows the true cost of supporting computers in a university
many people do "computer" work without having the work outlined in their job descriptions
development of "seat-of-the-pants" expertise is not very efficient

 

Achieving a functional economic model

need to do three things:
understand the true costs
link the costs to whomever gets the benefits
distribute the funding responsibility between the central IT department, individual deparments and individual faculty members

 

Measure costs and benefits to the institution

cannot measure benefits just in terms of the cost of the original equipment
need to consider institutional goals
need to consider longer term issues like maintenance, upgrades and replacement
need to consider cost of wasted time (e.g. in repairing hardware, in upgrading software)

 

Map the responsibility for costs to the location of the benefits

correspondence, library access, written reports, grant applications, etc. are functions which need to be done by everyone in the university
specific features (e.g. Spanish language keyboard) should be paid for by the department(s) and individual(s) which will benefit from the feature

 

Designate appropriate funding responsibilities

must move from supporting technology to supporting institutional functions
subsidize the following:
technology which benefits the common good
technology with a large fixed cost
strategic services
technology in which consumption is encouraged
technology which allows for no user control
technology which is in plentiful supply
technology which is a renewable resource
distribute the costs of the following:
technology in which the benefits are received locally
technology which has a variable cost
technology which is an established service
technology in which constrained consumption is encouraged
technology which is within the control of the user
technology which is in limited supply
technology which is non-renewable

A support mechanism focused on customer needs

More complex support needs

current support model is based on the notion that the central IT organization provides the means and the user implements
problem comes when the user does not have the necessary skills to implement what the central IT organization has provided (e.g. the user has not studied Powerpoint or does not know how to hook up a computer to the internet)

 

The help desk next door

give distributed support:
support is as close as possible to the user ... next door
department-based support providers know the questions which are important to the personnel in the discipline
they know the users personally and can provide customized help
departments are in the best position to know what they need
departments know which/when technology should be introduced
in order to succeed, a deparment-based support system needs:
people who understand the department and its unique needs
people who are trained in accessing resources and tools which can help them achieve their task
tools which are available to the support personnel (e.g. PC diagnostic software)
a flexible approach to job definition (e.g. let the department define the job)
responsible deployment of the support personnel (i.e. their time is not monopolized by one or two faculty members so that the rest of the faculty members must turn to the central IT organization)
a very high quality expert service provided by the central IT department (i.e. where an expert level of service is needed, it is provided)

 

Implications for central IT organizations

central IT organization should take responsibility for training, consulting, tools and provision of the proper baseline environment

 

Getting smarter about training

almost impossible to give full training in all software applications ... a "just in time" approach has to be used
central IT department responsibilities:
beginning of semester classes
instructional packages available for self-learning
departmental support person responsibilities:
be "up to speed" on most applications
determine which courses/modules to offer to their own department

 

Tailoring consulting services

departmental support person responsibilities:
first contact for all questions
decisions as to when a question is frequent enough to warrant a training course instead of consulting
central IT department responsibilities:
backup consulting for when the department person is unavailable

 

Developing technology tools for distributed support

central IT department responsibilities:
make sure that it is EASY for users to access things (e.g. getting into the library holdings)
develop and promote a macro library of institutional information (for use by departments in creating customized information recruiting packages)

 

Reallocating support responsibilities and staff

departmental staff are the primary support system ... central IT staff create a reliable and robust environment which can be used by departmental staff

 

A reliable baseline information infrastructure

assuming no dramatic increase in availability of funds, there is a need for a good information infrastructure which everyone can use:
defined by user needs
intuitively easy to use
consistent across different hardware and software platforms
should include the following:
office suite
robust email package
web browser
would be nice (but probably not possible) to support only one hadware platform and one software suite

 

The infrastructure must be designed

if possible, it is best to determine beforehand, the major information needs, databases and information processes which are required by most people in the institution
keeps focus on the important problems

 

IT staff must manage environments, not fight fires

unreliability is to be avoided if at all possible
emphasis on fireproofing as opposed to firefighting

 

The infrastrucutre must be hierarchical

from the base up:
baseline = hardware platform, operating system, networking, office suite, email, web browser
new technologies can be tried out in special rooms (e.g. video conferencing) and moved into the baseline structure when necessary
departmental environment
built upon the baseline environment
individual's environment
those wishing additional capability can add it at their own expense

 

The new architecture must be implemented with support from users

Return-to-service

if hardware cannot be repaired quickly by the departmental consultant, it should be able to be replaced at a central swap-out pool

 

Personnel turnover

environment standarization will reduce the problems associated with turnover

 

Classroom presentation

should be possible for faculty to be able to use standard electronic technology in any classroom

 

"Seat" capacity

the more students know about the standard equipment used in the university, the will be better able to purchase the right type of personal equipment

 

"Critical mass" support

the more people using a particular type of standard equipment, the easier it will be for all users to obtain help from one another

 

We Can Get There From Here

 

Educate campus constituencies

faculty and students need to be educated on the true costs of their demands (e.g. dial-in lines, high speed access from home)

 

Engage users in decisions that affect them

big decisions should be made by all constituents ... if they don't understand the problem(s), educate them

 

Redefine roles toward a federal model

there should be a dialog about the complementary roles of the central IT organization and individual departments
best model to follow is a federal model:
central IT organization:
encourages and supports a quasi-open market economy in information services (it does not make all the decisions by itself)
uses policies and standards to influence individual departments
manages key functions critical to all departments
offers the basic technical infrastructure
individual departments:
have freedom to exploit technology in the best way(s) in order to maximize their effectiveness

 

Create effective distributed support models

models which might be useful:
special group in central IT organization ... clients = departmental support personnel
discipline-focused, physically dispersed sub-centers
creation of an autonomous central department ... clients = departmental support personnel
setup of expert systems and online training for use by departmental support personnel
equipment/software/certification incentives for departmental support providers
staff transfer from the central IT organization to departments
key point is that the individual departmental personnel take responsibility for managing their own unit's IT environment

 

Mentor individual staff

there is a need to retrain staff who have grown up under the old system
high technical functions concentrate on designing systems for maximum robustness and manageability
less technical functions concentrate on designing institutional processes, structures, tools and incentives

 

Recruit and replace, if necessary

if mentoring cannot be done soon enough, need to replace existing staff and recruit new staff

 

Seeing Our Future in an Evolutionary Context

 

Where we have been

The Iron Age:
mainframes, time-sharing
do work at centralized computer centers
populated by scientists and engineers
emphasis on technology, brilliance, individual user's projects
The Industrial Age:
personal computers (and networks)
emphasis on customers
group orientation, small center support
help desk

 

Where we are going

The Information Age:
develop skills to manage that which does not belong to us
need to become focused on institutional processes, instead of personal processes
have to partner faculty (content expertise) with administrators (functional expertise)
have to realize that we are attempting to "manage" things which are outside of our control
support needs to be distributed, but not anarchic
have a whole system approach
think globally

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Last Edited: August 23, 2000

 

 

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