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What ITSM Problem Management Is and How It Works

by Andrew Gono, IT Technical Writer
What ITSM Problem Management Is and How It Works blog banner image
What ITSM Problem Management Is and How It Works blog banner image

Key Points

  • ITSM problem management identifies and resolves the root causes of recurring IT incidents to prevent them from happening again.
  • It is distinct from incident management, which focuses on fast service restoration.
  • Problem management also documents workarounds, known errors, and coordinates permanent fixes across teams.
  • Problem management can be reactive (post-incident investigation) or proactive (identifying risks before they cause disruptions).
  • Effective problem management requires structured records, clear ownership, and measuring whether recurrence actually drops after a fix is applied.

IT remediation workflows often don’t examine the root cause of an incident. This can create recurring problems that lead to high support demand, disrupting operational efficiency. ITSM problem management solves this gap through systematic documentation and permanent solutions. Here’s how:

Refine your IT problem management process

The underlying cause of incidents needs to be studied to understand system flaws better, harden security, and improve IT helpdesk performance.

What ITSM problem management is

Information Technology Service Management (ITSM) is the blueprint service providers use to efficiently design, manage, and deliver professional tech support. ITSM problem management takes it a step further by identifying, analyzing, and documenting multiple related incidents.

This pattern recognition helps pinpoint hardware or software risks that could cause similar problems in the future. ITSM problem management answers the questions:

  • Why did it happen?
  • Has this incident happened before?
  • What were its underlying causes?
  • Is there a workaround?
  • Who owns the remediation effort?
  • How do we prevent it from happening again?

Problem management vs incident management

Incident management looks for the quickest fix, while problem management makes sure that similar incidents never happen again. Here are their main differences:

Problem management Incident management
Investigate what caused the incident and take preventative stepsDetects, responds to, and resolves active issues quickly
Eliminates underlying issuesMinimizes downtime and impact
Reduces recurring eventsLowers the average time to detect, remediate, or contain system issues.
Proactive IT managementReal-time IT management, solving problems as they happen

Problem management vs root cause analysis

Identifying and preventing the fundamental causes of an issue (aka Root cause analysis) is just one major aspect of ITSM problem management. It’s the actual process, which problem management is, the overall investigation that also defines workarounds and coordinates permanent fixes across different departments.

Enhancing patch visibility not only saves time but also improves root cause analysis efforts.

Here’s how NinjaOne streamlines troubleshooting and problem management.

How the problem management process works

Having a structured approach in your ITSM problem management plan creates consistency while being flexible to your organization’s needs. Common processes always include:

  • Problem identification: Detect repeating incidents.
  • Logging: Describe known symptoms, affected services, and impact.
  • Categorization and prioritization: Rank each problem based on frequency and risk.
  • Investigation and diagnosis: Analyze data, event logs, and dependencies.
  • Workaround documentation: Create a temporary “bandaid” fix, as a permanent solution is being created.
  • Known error creation: Note the root cause in your ITSM problem management plan.
  • Permanent remediation: Apply a thorough fix through the organization’s change management process.
  • Review and closure: Confirm the issue is closed, update documentation, and note if frequency lowers.

Reactive and proactive problem management

Reactive problem management happens after the incident occurs (for example, a post-outage incident review). And while investigating recurring patterns is essential, knowing how to anticipate them can matter more in environments with high ticket volumes.

With proactive problem management, IT specialists can look for risks before they become incidents. Repeated password lockouts, config failures, and harmful disk usage trends are all IT service problems you should be vigilant for.

When to open a problem record

A cyberspecialist should only open a problem record if the issue demands further investigation. For instance, you might find a service risk that could cause future incidents in peak season, or a problem might demand collaboration with other teams.

When writing problem records, aim for consistency. Always include:

  • The problem title
  • A description of symptoms
  • A list of affected services or systems
  • Related incidents
  • The impact and frequency
  • Priority and category
  • Known workarounds
  • The suspected or confirmed root cause
  • The known error status
  • The owner or assigned team
  • Your remediation plan
  • Change records or linked fixes
  • The target dates
  • Closure criteria
  • Post-resolution notes

Known errors and workarounds

Known errors are IT problems with a documented root cause. These can exist while a permanent fix is being found, but until then, most IT teams rely on temporary workarounds that lessen the impact.

These quick fixes can be essential, especially if your environment is sensitive to outages. According to ITIC, the average cost of a single hour of downtime exceeds $300,000 for over 90% of mid-size and large enterprises, underscoring the need for documentation platforms that streamline helpdesk workflows.

Problem management best practices

Implement these practices to optimize your ITSM problem management:

Best practiceWhat it means
Separate incident restoration from problem investigation.Don’t mix fast fixes with root-cause investigations. Keep these efforts distinct.
Use ticket and monitoring data.Identify recurring issues from patterns in support tickets and system alerts.
Prioritize by business impact, frequency, and cost.Focus business resources towards the most urgent problems with the highest risk.
Assign clear ownership.Name an owner or team lead responsible for resolving each IT problem.
Review the problem backlog regularly.Prevent records from going stale and ensure prioritized problems are addressed actively.

💡 Important: Keep track of recurring incidents, your problem backlog, opened and closed problems, and workaround usage frequency to track success.

Common problem management challenges

When support noise goes beyond manageable levels, your capacity for IT problem remediation stalls. This overload can complicate management, especially if no owners are assigned.

Weak accountability also leads to missed patterns, creating related incidents that require more workarounds. This increases the risk of long-term reliance on temporary fixes. And if teams aren’t unified, you may not be able to see the whole picture.

Implementing endpoint management platforms that focus on automating workflows can simplify problem management. Integrate these into your toolset to avoid:

  • Treating problem management as “advanced troubleshooting.”
  • Failure to link recurring incidents to problem records
  • Letting your backlog age without renewal alerts
  • Measuring problem volume over recurrence reduction

ITSM problem management reduces recurring incidents

ITSM problem management takes proactive steps to prioritize potential risks to maintain operational uptime. It focuses on underlying issues that explain why disruptions happen. And with enhanced visibility, you can protect your endpoints across teams while centralizing control.

Related topics:

FAQs

A known error is a problem with a documented root cause. A workaround is a temporary fix applied to reduce the impact while a permanent solution is being developed. Both are recorded in the problem record and shared with support teams to minimize disruption in the meantime.

An incident should be escalated when it recurs across users or systems, has an unidentified root cause, carries high business impact, or requires cross-team investigation. One-off incidents that are resolved quickly typically don’t need a problem record.

Once a root cause is confirmed and a permanent fix is identified, problem management hands off to change management to plan and execute the solution. This ensures fixes go through proper approval and testing before being deployed, reducing the risk of introducing new issues.

The most common methods are the 5 Whys, which involves asking “why” repeatedly until the root cause surfaces, and the fishbone (Ishikawa) diagram, which maps contributing factors visually. Both are suited to different problem types and can be used together.

The primary indicator is a reduction in recurring incidents tied to resolved problems. Other useful metrics include the number of open versus closed problem records, workaround usage frequency, and how long problems remain in the backlog before resolution.

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