Use Case: Escalation Management System

In high-demand environments like IT service desks, timely responses to service requests are critical to meeting service level agreements (SLAs) and customer expectations. Without a structured escalation process, important issues can slip through the cracks, leading to SLA breaches and unsatisfied clients. As a component within a broader service management solution, the Escalation Management System ensures that high-priority requests are systematically escalated and tracked, providing peace of mind that action items will be addressed within required timeframes.

Solution overview

The Escalation Management System is a sophisticated, configurable tool that integrates seamlessly with service desk workflows. When a service request is logged with a specified priority, the system can initiate an escalation plan that includes a series of escalation steps. Each step can increase in urgency, starting with less intrusive notifications and escalating to more immediate alerts until the action item is acknowledged. This allows service desk agents to focus on new requests, knowing that the escalation system will manage follow-ups and ensure SLA compliance.

Key features and capabilities

  • Automated Escalation Management: Enables the creation, updating, and monitoring of escalations with minimal manual intervention.

  • Customisable Escalation Plans: Multiple plans can be created, each with a series of steps and notification methods that increase in urgency as needed.

  • Multi-channel Notification Support: Escalation steps can use SMS, iPhone Notification, Phone Call, Email, and HTTP POST requests with JSON payloads (ideal for external paging systems).

  • Progressive Escalation Steps: Steps can be tailored to notify different users or progressively alert the same user through increasingly urgent methods, starting with iPhone Notification, then SMS, and finally Phone Call, for example.

  • Action Item Tracking and Status Monitoring: Real-time monitoring of escalation status, including the current step, last update time, and any actions taken.

  • Detailed Reporting and Analysis: The reporting feature allows users to review the full history of each escalation, tracking when the action item was created, the timing and method of each step, and when the item was acknowledged and by whom.

Expected benefits

  • Higher SLA compliance rates due to timely escalation and resolution of critical issues

  • Reduced need for manual follow-ups, freeing agents to focus on new requests

  • Improved transparency and accountability with detailed escalation tracking

  • Enhanced service quality through consistent and structured escalation processes

Real-world example

In a service desk scenario, an IT agent logs a high-priority ticket for a server outage. If the ticket is not addressed within the initial response window, the escalation system begins executing a pre-defined escalation plan. The first step may be an iPhone Notification to the assigned technician. If there is still no response, the system escalates by sending an SMS, followed by a phone call as the final step to ensure the issue receives attention. The escalation reporting feature provides a comprehensive view of this process, showing when the action item was created, each notification step and its timing, and when and by whom the action item was finally acknowledged. This level of detail allows management to assess response efficiency and identify opportunities for improvement.