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CAUSE: December 1996

Partnership in Supporting Computer Technology

Marisa Johnson, Julia Leon and Susan Mistretta
Indirect Support Team
Information Technology Division
Emory University

December 1996


Like universities across the nation, information technology at Emory has experienced exponential growth over the past decade and, as a result, a radical rethinking of how information technology users should be supported has taken place.

I. Short History

More than 20 years ago a fledging computing center was created at Emory to support the growing needs of computing-intensive departments in the university. Within a few years, the newly-named Emory University Computing Center (EUCC) was supporting the mission-critical administrative jobs, such as registration and payroll, and the academic needs for statistical and time-sharing computing at a rapidly-growing university.

In the mid-1980's, the growing need for desktop support and the desire to integrate voice, video and data technologies became the driving factor in Emory's creating the position of Vice Provost for Information Technology and changing EUCC into the Information Technology Division (ITD).

In just a few years, the campus had moved from a centralized, mainframe-based computing organization to one that supported a variety of desktops, network connectivity, and software. The distribution of computing technology across campus was straining ITD's ability to provide central support -- backlogs for hardware repair and software installation and consulting were reaching 2 weeks or more. Campus-wide surveys that analyzed the state of local computing support told the tale: customer satisfaction was dropping, and in many instances, departments had hired their own "computer experts". Although this departmental expertise varied widely, it had become apparent that ITD's role in supporting office systems had changed forever.

In some cases, ITD employees feared this loss of central control and the possible loss of their jobs. Would the existence of local support mean the dissolution of a central computing organization? What was ITD's place on a campus of more independent and more knowledgeable users?

These questions and concerns culminated in a Division-wide reorganization in January 1995. In a presentation to the entire staff, the Vice Provost articulated his vision of a new and more responsive organization. Among the reasons for reorganization were the overwhelming demand for service and the need to support those persons in their departments who provide front line computing support. In other words, local support people were to be our colleagues and not seen as threats to central computing. Part of achieving these strategic goals was the creation of the Indirect Support Team.


II. The Indirect Support Team: Goals and Accomplishments

The initial charge of the Indirect Support Team was to put processes and procedures in place which would help local support be successful and would help computing users on campus become more self-sufficient. The division-wide reorganization presented an opportunity to move existing staff into the Indirect Support Team; three employees were offered the opportunity and accepted.

Even before the Team officially started operation, members met with many of the known local support people to see what they wanted from the Team and from the Division as a whole. The request over and over was to improve communication, not only between local support and ITD, but among local support providers themselves.

  1. Identification and Documentation
  2. It became apparent that before the Team could work on improving communication between local support and the Information Technology Division staff, it would have to identify and define who and what local support was.

    In the first months after the Indirect Support Team's formation, team members drew up a list of all the university departments and identified which of these departments had local support. Surprisingly, nearly 60 campus units already had staff they considered local support. In many cases, these staff had not been hired as computing experts, but rather had been "assigned" computing support tasks. At this point, Team members interviewed each and every local support provider and began building a WWW-accessible database of local support providers, information about their computing environment, and areas of their expertise.

    The biggest beneficiaries and most active users of this organized information have been the staff at ITD. Whether browsing this database to double-check knowledge about a department's local computing environment or using the names of local support people as an authoritative list for granting access to particular servers, ITD staff working in desktop, network, and central server support have found this database of enormous benefit to them.

  3. Building the Local Support Community
  4. After identifying the names and numbers of local support across the Emory campus, the Indirect Support Team turned toward building a community of local support with an eye toward the central goal of improving communication.

    The primary way to build a community or communities of users is by establishing user groups, which may be "meeting user groups" that actually meet face-to-face, electronic user groups that only "meet" in email conversations, and special interest groups that meet for infrequent and special sessions.

    The Indirect Support team has found that some communities work better than others and indeed, there are some indicators of success for a group. It turns out, not surprisingly, that people want to belong to a group that shares similar interests and computing environments. For this reason, Emory's user groups are most often platform-based, meaning a user may be a member of many groups. For meeting user groups, success also depends on the size of the group: it must be small enough for members to get to know each other. An electronic user group must find some way of "meeting" the other members. Less obvious, but also important for the success of a group, is to consider how the members view themselves in regard to their status in the university and their technical know-how.

  5. Informing the Local Support Community
  6. Along with building communities of users, the Indirect Support Team is charged with informing the Emory community of technology users about ITD news and activities which may affect them. Historically, the tendency within ITD has been to not inform users of anything until the message is perfectly edited and certain. Too often, this was too late! Through the use of published World Wide Web pages, electronic mail, phone messages and office visits, the Indirect Support Team has become a focal point for local support when they need information about ITD. The by-product of this two-way communication is a growing trust between the local support community and ITD.

    The largest and most public means of informing local support has been the semi-annual conference hosted by the Indirect Support Team. Held in February and again in October of 1996, these conferences each had 130-140 participants. Beginning with a free lunch and keynote speakers such as the University President, University Provost, and the Vice-Provost for Information Technology, participants then attended several presentations during the remainder of the afternoon. February's conference was set up to accommodate both novice and advanced local support by creating a number of sessions conducted by ITD staff on the technologies available to the Emory campus as well as those technologies that were "up and coming". In October, the conference highlighted local support achievements by having local support themselves conduct presentations and demos on projects they were working on. Ranging from "Fax Solution for an Office" to "World Wide Web Publishing", these topics were informative and continued to emphasize the notion that ITD was a central, but not the only, place for computing expertise at Emory.

  7. Empowering the Local Support Community
  8. The Indirect Support Team works to empower the local support community by acting as an advocate for local support with regard to ITD procedures and policy issues. With the organization of the local support group on campus, the Indirect Support Team helped to focus the voice of local support which now carries significant influence and is heard throughout ITD. The Indirect Support Team's constant and consistent advocacy of the local support position brings the customer's point of view into every internal ITD meeting.

    One example of this advocacy was the changes to ITD's procedure for users to obtain PPP accounts. Some customers on campus were finding this procedure difficult and not responsive to their needs; discussions within the small local support group pointed out that a significant process problem existed. The Indirect Support Team suggested that a subcommittee meet to articulate the problem and propose a desired solution. A member of the Indirect Support Team worked with them to facilitate their discussions and advised the group on how to best present their request to ITD. Finally, the Indirect Support Team arranged for ITD's senior management to review the proposal. It was approved and sent to ITD's UNIX system administrators for further refinement.

    Though this example was eventually successful, the Indirect Support Team found that it is not enough for Indirect Support to act as a go-between for ITD and local support. The Team must bring people together to partner.

    There are several large scale distributed computing environments on campus, representing the university's professional schools, libraries, and affiliates such as the Yerkes Primate Center. These areas have a manager and staff that provide full-time computing support and, frankly, have earned a communication channel with ITD. The Indirect Support Team facilitated the startup of a special committee for these local support people and the top level management of ITD, including our Vice-Provost. Known as the Technology Advisory Committee (TAC), this group of people meets monthly to discuss high-level policy issues as well as ways ofintegrating services and cooperating on projects.

    Another recent example of the importance of the Indirect Support Team's advocacy of local support issues was the recent plan between the computing organizations of both Emory's health care system and the university to purchase Novell support for the entire campus. Management teams in both areas had planned to funnel all contact for Novell support through four authorized people. The community of Novell administrators represented by one of the user groups that the Indirect Support Team nurtures saw this as an unworkable solution and, as a group, were able to convince management to purchase the option that allows the campus to provide Novell a long list of authorized contacts. Emory's Novell administrators can now choose to be on this list or not.

    Finally, we realize there is a certain "danger" in empowering local support. By giving out information about ITD and its efforts, the Division becomes open to complaints and criticisms from some very vocal people. This can be very uncomfortable to receive and deal with by ITD members who may have been insulated from this sort of input before.

    However, our experience is that this fear is ungrounded. The group that manages our UNIX servers has come under criticism from the Math/Computer Science Department for years. On June 21 the program for the UNIX system administrators meeting was a panel discussion on backup strategies. The panelists were system administrators from ITD, Math/CS, and a research facility. The night before ITD's server had a hard disk failure, compounded by a RAID failure. On the 21st mail was unavailable to most of the campus while ITD restored from a woefully inadequate backup tape. What an opportunity for ITD to be buried under criticism yet again! But it did not play out like that. The group of system administrators from all over the university offered to support the ITD staff in their request for the money needed for additional hardware.

  9. Training the Local Support Community
  10. As one might expect, the range of desktop expertise varies greatly among local support people. A major component of the Indirect Support Team's work in their second year is to assess and, if possible, formalize and standardize the training opportunities for local support across the campus. It is obvious that local support people must have a basic, introductory knowledge about local networks and desktop computers. Therefore, the Indirect Support Team is using this assumption as a basis to begin working with the local support community and the manager of ITD's Short Course program to develop a training and certification program specifically for local support.

    We envision that two or three levels of training (introductory, intermediate, advanced) can be developed to satisfy additional training needs of the local support community. Not only will such training improve communication between ITD staff and the local support they assist, it will also more clearly define what a local support person can be expected to know and do, and will provide a training and perhaps a career development path for local support people.

  11. Growing the Local Support Community
  12. Although ITD reorganized itself and ITD management bought into the idea of supporting local support, the idea was not discussed with the entire university. Therefore, not every department or organization was in a position to hire local support and quite often, these units didn't see why they should be spending money on something that should be provided free-of-charge by the central computing organization.

    For those departments that express an interest in obtaining their own local support, the Indirect Support Team works closely with them and Emory's Human Resources Division in identifying job requirements, choosing appropriate job titles and grades, and finally, interviewing likely candidates. In the past two years, several departments have set aside funds and hired their own local support, bringing the total local support community to close to 140 people.

    In a perfect world every department would see the benefit of local computing support and fund it. Then all of the support people would network with each other and central computing to get great things done.

    But this is not a perfect world. At Emory the undergraduate College of Arts and Sciences, which represents over half of the student population, is not positioned to hire and manage local support for the faculty in their departments. Given this dilemma, ITD and the Woodruff Library have funded pilot projects that have hired support people for the Social Sciences departments that have office space alongside the faculty. This model is being continued at Emory for the 1996-97 academic year during which six more local support will be hired--three for Humanities; two for History, Philosophy and Economics; and one for Biology. Although these local support people formally report to ITD, they are in practice the responsibility of a partnership among ITD, Woodruff Library, and Emory College: ITD provides the salaries; the Library provides a staff person to work with faculty on electronic information resources, the College provides office space, and all three entities participate in the evaluations of the local support person's performance.

    In each department's case there is a backlog of basic computing and local network support to be handled. However, in hiring these people we are looking for people that are not only computer technologists, but are also interested in supporting the mission of their particular department. Our hope is that they will be able to work with faculty to use information technology to improve teaching and research at Emory.

  13. Explaining the Local Support Community to ITD
  14. As mentioned above, the staff at the Information Technology Division have been important beneficiaries and active users of the local support database. Keyword searching allows staff to query the database to find specific, though unauthoritative, information such as the number of Novell administrators on campus, the number of users of a specific email client, and the various counts on the number of users with either PC's or Macintoshes. In addition, the creation of an electronic mail distribution list for local support makes it a snap for ITD to send out important and timely announcements of scheduled computer downtime, software upgrades, or special hardware sales.

    A new project for this year as been the promotion of an electronic polling system for local support that asks them for a list of their "hot topics" for the year. Many computing organizations can only guess about what is important for their customers, and often they guess wrong. This system allows the ITD leadership and staff to see exactly what local support will be working on in the coming year and what topics hold the most interest for them. We will use this information to plan specific presentations for the various user groups and the semi-annual conference. In addition, local support will now be asked a series of more specific questions about the "winning" hot topic (which happens to be Remote Access/Telecommuting) that will specify what help or consultation local support needs from ITD to make their work on remote access issues easier and more efficient.


III. The Indirect Support Team: Team Skills

By all accounts, the Team has been successful in changing ITD's relationship with local support people. In no small part, this is due to several effective team skills.

  1. Experience
  2. Experience in the campus computing environment and relationships with people across campus provides the knowledge necessary to get off to a good start.

    The three members of Emory's Indirect Support Team have this experience. Marisa Johnson worked in the library providing local support and worked for ITD as the initial contact for new customers. Julia Leon worked for Emory Hospital before coming to the university, and at ITD had been the manager of the maintenance group for the payroll/personnel systems, had worked on a technical architecture plan, and had provided support with customer departments in the desktop environment. Susan Mistretta worked as a mainframe programmer, the head of the training program, and a manager with responsibility for the people doing LAN installations and PC database application development.

  3. Flexibility and Initiative
  4. Since no one understands the job fully, the team must be flexible enough to define the job as it goes along and team members have to be self-starters.

    When the Emory Indirect Support Team was formed, there were no role models to follow. ITD management had an idea of what the Team should accomplish, but left it to the team to determine the methods used. To get rolling, the Team wrote a vision and supported the vision with a mission. The mission was refined by adding specific responsibilities and measurable actions for a 6 month period. Periodic tracking is done to measure progress on these actions and at the end of each 6 month the team develops the next action plan. Although the Team is not constrained by its initial planning, this organizing work helped to define the Team in its infancy and at the very least was a valuable exercise in team building and consensus.

  5. Quality Methods and Teamwork
  6. The team should practice methods for improving service quality in an organization.

    ITD has been studying the principles of Total Quality Management for several years. Although the Division has had mixed success, the Indirect Support Team embraces the idea of self-directed work teams. Being self-directed means that the team members must organize their activities and:

    1. plan how to work together,
    2. plan what to accomplish,
    3. figure out when to involve each other and when not to.

    After nearly two years of working as a self directed team, there continues to be very little friction. The team has become a safe place for members to test out ideas, get feedback on sticky situations and air frustrations. Possible reasons for the success are that members are located close to each other in an open office environment, members have complementary skills, and three is a easily-managed number for a team.

  7. Facilitation Skills
  8. Good facilitation skills related to the quality methods, are necessary to having a successful Indirect Support Team.

    All three team members have exhibited competence with the facilitation techniques that ITD adopted. They have been trained in structuring different types of meetings to accomplish the sharing of knowledge, identifying group consensus, action planning, action tracking, and strategic planning. (These refer to specific constructs that have been developed by The Institute of Cultural Affairs.) Since the university as a whole has not adopted these facilitation methods, the team is often called upon to help others accomplish their goals.

  9. Moderate Technical Expertise
  10. The team members need moderate technical expertise so that they can be knowledgeable enough to understand the issues, but not so technically oriented that they can't refrain from providing the "perfect" technical solution. The team's job is not to recommend specific technologies or technical solutions, but to refer to other departments, vendors, and VARs (value-added resellers) for technical expertise.

IV. Success of the Local Support Community

It is generally acknowledged that standardizing and doing support centrally is a cost-effective strategy. Is there anyway that distributed support and the expense of the Indirect Support Team can be rationalized? Following are a few stories that demonstrate the successes and wins for Emory because of the presence of distributed, local support.

This all shows that local computing support is great but where does central computing play and what about the Indirect Support Team?

The Indirect Support Team has provided these local support people with a communication network that both ties local support to ITD technical experts and puts them in touch with each other. Local support people use this communication to find answers to problems, get advice on products, and explore issues of common interest.

Particularly important is the relationships that have been fostered among local support people that have helped to alleviate the demand on ITD's technical experts. Equally important is that local support people have a different perspective on the technology than ITD experts. Whereas ITD's perspective is more focused on the design of the technology, local support has a more practical view that focuses on how information technology is actually useful. There are times when talking with one's peers makes sense and times when advice from a technical expert is needed. Our local support people have both.

Because we are a large community spread over several blocks with remote sites, computing support people are not going to run into each other at the water fountain. Therefore direct effort has to be spent to foster the communication, or when it is needed it won't be there. So managing user groups, facilitating conferences, and maintaining the tools for communication has to be a stated part of someone's job. It cannot be left for someone to do when and if he gets around to it.


V. Another Perspective

We've emphasized why we believe the Indirect Support Team's work is important. In the spirit of asking our customers and acting on data, local support people were asked about the importance of the team and its service to them.


VI. Conclusion

There are several reasons why the partnership between the Information Technology Division and the local support community have been mutually beneficial. In the beginning, several support staff at ITD did indeed fear for their jobs when they realized that were over 100 people in various departments doing the same sort of work they were engaged in. Only in the last year, when the dissolution of jobs has not become a reality, have these staff turned around to see how helpful the local support community has actually been. Now, ITD's support staff are able to concentrate on the difficult, non-repetitive problems while looking to preventive and more strategic support strategies for the future. In addition, the different perspectives brought to computing support by both partners have made an impact on decision-making. The more practical view of computing that local support holds is instrumental in ITD's making balanced and useful strategic decisions for the direction of information technology on the campus.

Finally, the partnership succeeds because three people have been dedicated to focus on building and maintaining the partnership. In the future, these same three people may be assigned other jobs or spread throughout the organization, but it is recognized that someone must be dedicated and accountable for this work. Building partnerships is not a casual task, but an recognized and ongoing responsibility at Emory.


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