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Still drowning in tickets? You don't need more agents, you need better structure

Whether your system is slowing you down or no longer scales, clear intake, smart self-service, and simple automation remove unnecessary volume so your team can focus on what truly matters.

Is your Zendesk setup really working for you?

A practical health check to uncover risks, quick wins, and optimisation opportunities

Most Zendesk environments evolve without intention. Features get added. Workflows drift. Settings that made sense two years ago now create friction. A health check gives you an objective assessment of what's working, what's not, and what you should prioritise to improve efficiency and service quality.

Signs your Zendesk needs a health check

Tickets take too long to resolve

Agents lose time searching for information, waiting on assignments or working around broken processes instead of helping customers.

Workflows feel unreliable

Some tickets route correctly, others fall through the cracks. You are not confident which rules are active or why they behave the way they do.

Reporting does not give you answers

You have dashboards, but they do not explain why performance is dropping, which teams need support or where customers get stuck.

You are paying for features you do not use

AI, reporting, and integrations sit idle because teams are unsure how to use them, leaving value on the table. 

1. Ticket workflows & routing

Review triggers, automations, macros and other rules to identify broken workflows.

2. Agent experience & efficiency

Assess interface layouts, app usage and workspace design. Find what slows agents down and what could speed them up.

3. Integrations & data flow

Audit connected apps and API usage. Check for broken integrations, unused apps, or missing connections that would improve service delivery.

4. Security, permissions & governance

Review user roles, permissions, data handling, and compliance settings. Ensure proper access controls and identify security risks.

5. Licence utilisation & cost optimisation

Analyse feature usage, underutilised add-ons, opportunities to consolidate, or features you should be using but aren't.


The result is not just an audit. It's an actionable improvement plan.

Smarter workflows, faster answers, happier customers.

Health check outcomes

"We had no one internally who could clean up our Zendesk instance. No one had the experience that Premium Plus was able to provide, and that’s why we started with the Health Check. Some of the things that came out of it were about features we didn’t even know existed."

Joanna Rodriguez, Player Care Manager
Star Stable

 

63%
Ticket backlog reduction
90+
Checks
25%
Efficiency increase

What you gain from a health check

When you understand what's slowing your team down and have a clear plan to fix it, operational improvements happen faster. You stop guessing and start optimising with purpose.

The biggest gain is not finding problems. It's knowing what to fix first.

Common questions about health checks

How long does a health check take? Most health checks take 1-2 weeks. Discovery and audit happen over 3-5 days. Analysis and report creation take another 3-5 days. Timeline depends on environment complexity and team availability for meetings.
Will this disrupt our operations? No. Health checks are a technical analysis. We review configurations and conduct meetings without making changes. Normal support operations continue uninterrupted.
Can you implement the improvements you find? Yes. After delivering the report and roadmap, we can, through a different service, implement high-priority improvements, train your team on the changes, or provide ongoing optimisation support. Implementation is optional and based on your needs.
How often should we do health checks? Annually for most teams. More frequently if you're growing fast, launching new products, or making significant organisational changes. Health checks are also valuable after mergers or when leadership changes.
What access do you need to conduct a health check? Admin-level Zendesk access to review configurations, automations, and reporting. Optional: analytics data and integration details.

Ready to understand what's slowing your team down?

Let's audit your Zendesk and build a clear improvement roadmap.

Rafael jpg-min