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Incident Management for Small Enterprise

Turn chaos into control with a practical incident response program.

  • Technical debt and disparate systems are big constraints for most small enterprise (SE) organizations. What may have worked years ago is no longer fit for purpose or the business is growing faster than the current tools in place can handle.
  • Super specialization of knowledge is also a common factor in smaller teams caused by complex architectures. While helpful, if that knowledge isn’t documented it can walk out the door with the resource and the rest of the team is left scrambling.
  • Lessons learned may be gathered for critical incidents but often are not propagated, which impacts the ability to solve recurring incidents.
  • Over time, repeated incidents can have a negative impact on the customer’s perception that the service desk is a credible and essential service to the business.

Our Advice

Critical Insight

  • Go beyond the blind adoption of best-practice frameworks. No simple formula exists for improving incident management maturity. Identify the challenges in your incident lifecycle and draw on best-practice frameworks pragmatically to build a structured response to those challenges.
  • Track, analyze, and review results of incident response regularly. Without a comprehensive understanding of incident trends and patterns you can be susceptible to recurring incidents that increase in damage over time. Make the case for problem management, and successfully reduce the volume of unplanned work by scheduling it into regular IT activity.
  • Recurring incidents will happen; use runbooks for a consistent response each time. Save your organization response time and confusion by developing your own specific incident use cases. Incident response should follow a standard process, but each incident will have its own escalation process or call tree that identifies key participants.

Impact and Result

  • Effective and efficient management of incidents involves a formal process of identifying, classifying, categorizing, responding, resolving, and closing of each incident. The key for smaller organizations, where technology or resources is a constraint, is to make the best practices usable for your unique environment.
  • Develop a plan that aligns with your organizational needs, and adapt best practices into light, sustainable processes, with the goal to improve time to resolve, cost to serve, and ultimately, end-user satisfaction.
  • Successful implementation of incident management will elevate the maturity of the service desk to a controlled state, preparing you for becoming proactive with problem management.

Incident Management for Small Enterprise Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should implement incident management, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Identify and log incidents

This phase will provide an overview of the incident lifecycle and an activity on how to classify the various types of incidents in your environment.

2. Prioritize and define SLAs

This phase will help you develop a categorization scheme for incident handling that ensures success and keeps it simple. It will also help you identify the most important runbooks necessary to create first.

3. Respond, recover, and close incidents

This phase will help you identify how to use a knowledgebase to resolve incidents quicker. Identify what needs to be answered during a post-incident review and identify the criteria needed to invoke problem management.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.


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Workshop: Incident Management for Small Enterprise

Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Assess the Current State

The Purpose

  • Assess the current state of the incident management lifecycle within the organization.

Key Benefits Achieved

  • Understand the incident lifecycle and how to classify them in your environment.
  • Identify the roles and responsibilities of the incident response team.
  • Document the incident workflows to identify areas of opportunities.




Outline your incident lifecycle challenges.

  • List of incident challenges for each phase of the incident lifecycle

Identify and classify incidents.

  • Incident classification scheme mapped to resolution team

Identify roles and responsibilities for incident handling.

  • RACI chart

Design normal and critical incident workflows for target state.

  • Incident Workflow Library

Module 2: Define the Target State

The Purpose

Design or improve upon current incident and ticket categorization schemes, priority, and impact.

Key Benefits Achieved

List of the most important runbooks necessary to create first and a usable template to go forward with




Improve incident categorization scheme.

  • Revised ticket categorization scheme

Prioritize and define SLAs.

  • Prioritization matrix based on impact and urgency

Understand the purpose of runbooks and prioritize development.

  • IT Incident Runbook Prioritization Tool

Develop a runbook template.

  • Top priority incident runbook

Module 3: Bridge the Gap

The Purpose

  • Respond, recover, and close incidents with root-cause analysis, knowledgebase, and incident runbooks.

Key Benefits Achieved

  • This module will help you to identify how to use a knowledgebase to resolve quicker.
  • Identify what needs to be answered during a post-incident review.
  • Identify criteria to invoke problem management.




Build a targeted knowledgebase.

  • Working knowledgebase template

Build a post-incident review process.

  • Root-cause analysis template and post-incident review checklist

Identify metrics to track success.

  • List of metrics

Build an incident matching process.

  • Develop criteria for problem management

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.


Overall Impact

Average $ Saved

Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Talk to an Analyst

Our analyst calls are focused on helping our members use the research we produce, and our experts will guide you to successful project completion.

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You can start as early as tomorrow morning. Our analysts will explain the process during your first call.

Get Advice From a Subject Matter Expert

Each call will focus on explaining the material and helping you to plan your project, interpret and analyze the results of each project step, and set the direction for your next project step.

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Allison Kinnaird


  • Rob England, Managing Director, Two Hills Ltd
  • George Jucan, Founder, Organizational Performance Enablers Network
  • Steven Ingram, Data Engineer, Wave HQ
  • Rick Moroz, Associate Director of Information Systems, University of Guelph
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