Keep Business Context Stable During an Incident

Matthew_13
Tera Guru

A common challenge I see in Incident Management is the tendency to change key fields—such as Service, Service Offering, or Business Impact—as an incident moves between support tiers. While reassignment and escalation are natural parts of resolution, changing business context mid-stream often creates confusion and weakens the value of incident data.

Where issues typically arise

In many environments:

  • Tier 1 sets a Service or Offering based on the customer’s experience

  • Tier 2 or Tier 3 updates those fields to reflect a deeper technical component

  • Infrastructure teams replace the Service with a CI or platform for routing purposes

Over time, the incident no longer represents the original business impact—it represents whoever last touched the record.

Why this causes problems

When business context changes during escalation:

  • Reporting becomes unreliable (counts by service, impact, or offering are skewed)

  • Ownership of the customer experience becomes unclear

  • Post-incident reviews focus on technical details instead of business outcomes

  • Trend analysis and problem identification lose accuracy

A more effective approach

Treat Service and Service Offering as stable context, not routing tools.

  • Set Service / Offering early to capture what the customer is affected by

  • Keep those values consistent throughout the incident lifecycle

  • Use Assignment Group changes to manage escalation

  • Engage infrastructure teams via reassignment, child tasks, or Problems

  • Capture technical details in CIs, work notes, or related records—not by overwriting business context

This allows multiple teams to collaborate without losing sight of the customer-facing impact.

How this aligns with mature practices

This approach aligns well with:

  • CSDM principles (separating customer context from technical delivery)

  • Experience-focused Incident Management

  • Reliable reporting and service health analytics

It also reduces the temptation to “game” fields just to force routing.

Key takeaway

Escalation should change who is working the issue, not what the issue represents. Keeping business context stable results in clearer communication, more trustworthy data, and better long-term insights.

 

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