zendesk Enterprise Employee Service Briefing

Bagel Brands has scaled the bakery network. Employee service now has to scale with it.

Growth adds service demand faster than it adds service capacity.

  • 1,400 bakeries targeted by 2030
  • More people, devices and access to support
  • The same IT team carrying ERP, Workday and service
Bagel Brands parent logo with Einstein Bros. Bagels, Bruegger's Bagels, Manhattan Bagel and Noah's NY Bagels
One service model. Four brands. 1,100+ bakeries.
Prepared for
The Executive Leadership TeamTechnology, People, and IT leadership
Session
September 4, 2026ITSM and HRIS alignment
Open timing
Cutover to confirmAlign to renewal, ERP and Workday
Operating pressure

Each new bakery increases service demand before it increases support capacity.

Every location adds employees, devices, access and incidents while ERP, Workday and service draw on the same team.

Foundation One

A new ERP

Finance, procurement, close and company reporting.

In flight · consumes IT capacity
Foundation Two

A new HRIS

The employee record for 16,000 people across four brands.

In flight · consumes IT capacity
Foundation Three

The service platform

How work is requested, routed, resolved and measured.

The restart to align in this room
3→1

ERP, HCM and service draw on the same engineers, admins and calendar. Sequence protects the outcome.

Enterprise scale

The service operation must support every brand, bakery and shift.

1,100+
Bakeries across four brands
Einstein Bros., Bruegger's, Noah's NY, Manhattan Bagel
16,000+
Employees who need support
Every one of them a potential service request
300+
New Einstein Bros. locations by 2030
Announced June 2026 · past the 1,000-unit mark
60%
Of sales land between 7 and 11 a.m.
A four-hour window where nothing can be down
Current-state evidence

The current service model obscures demand, ownership and performance.

Bagel Brands leaders consistently identified the same operating constraints.

ServiceNow has become the junk drawer of our company.

Everything lands in one queue. Cost and ownership disappear.

We don't have any ServiceNow reporting. I have none.

No metrics means no ROI story.

I need a full-time engineer just to get that rotation going.

Routine changes consume scarce engineering time.

We lost several automations into ServiceNow. What big major pain point would be? Terminations.

Offboarding is a security, payroll and people control.

A twenty percent increase for this year. It's kind of just money down the drain.

The cost grows with stores and fulfillers.

Claims are sourced. Benchmarks are labeled.

Target operating model

The opportunity is broader than replacing an IT service desk.

One Employee Service platform for IT and HR, connected to Workday and the enterprise stack.

What must work on day one
Employee entryHelp Center, email, Slack and Teams
One front door
IT service operationsIncidents, requests, assets and access
Operational
HR service deliveryPrivate cases, approvals and Workday context
Governed
AI and automationKnowledge, guidance and Action Flows
Embedded
Operating model
Unified ES
Platform

One service model

IT and HR share intake, knowledge, workflows and measurement.

Intelligence

AI in every service path

Answer, guide, route and automate with governed context.

Governance

Keep sensitive work controlled

Use permission boundaries without fragmenting the platform.

The value is one operating model. Activate IT and HR capabilities in the sequence Bagel Brands can absorb.
Program context

Workday provides the employee foundation. Zendesk operationalizes service around it.

The pause protected the HCM program. The restart can now unify IT and HR service around it.

Foundation

Workday sets employee truth

Zendesk uses permitted context without replacing the HRIS.

Platform

Employee Service unifies demand

IT and HR work from one intake, workflow and measurement model.

AI

Answers become governed action

Knowledge, Copilot and Action Flows reduce manual coordination.

Bagel Brands can now build a unified Employee Service platform with AI across the service lifecycle.

Internal Deal Summary and Deal Desk Plan. Final sequencing and governance require confirmation.
Migration requirements

The migration is manageable when five design decisions are made early.

History, SLAs, identity, privacy and coexistence determine schedule and risk.

Map users, groups and attachments. Preserve ticket ownership and context.

Effort depends on volume, attachments, API limits and validation.

Effort driver
Validate
Ticket volume and archive policy set the estimate

Rebuild targets, calendars, pauses and escalations.

Your service desk lead must own the design.

Requires
Design sessions
Not a data task. Your people, in workshops, before build starts.

Identity controls access, routing and approvals.

Sequence SSO, privileged access and HCM dependencies.

Dependency
HRIS-coupled
Cannot be fully designed until the HRIS identity model is settled

Keep sensitive HR and payroll work permission-bound.

Design IT and HR together while preserving distinct access controls.

Platform rule
Unified, not exposed
One service platform with controlled HR groups and minimum-data handoffs.

Both platforms will carry live work during transition.

Earlier design shortens the overlap.

Transition control
One owner per queue
Clear routing and acceptance criteria keep work from splitting across platforms.

The move is manageable when scope, owners and acceptance criteria are clear before build.

Name the hard parts now. Protect the cutover.
Delivery dependency

A credible delivery plan starts with the cutover dependency.

The month, year and ServiceNow renewal dependency remain open.

Read top down. Set the anchor, then protect each delivery window.
Anchor to confirm
Cutover
Month, year and renewal
Launch
TBD

Cutover

Live on the new platform.

The anchor
Validate
Before launch

Validation and enablement

UAT, parallel run, enablement and hypercare.

Estimate to validate
Build
Before validation

Build and migration

Workflows, SLAs, catalog, integrations and history.

Estimate to validate
Backward plan

Leadership can protect the design and validation time required for launch.

Design
Before build

Design, scope lock, and migration dry runs

Scope lock, SLA design, data mapping and dry run.

Estimate to validate
Decision
Gate

Everything above this line must be clear

Scope, governance, integration ownership and team mobilization complete.

Count back from the confirmed cutover
Sept 4
Alignment

Alignment session

Confirm unified scope, migration criteria, governance and owners.

Confirm the decision frame

First confirm the anchor. Then protect the design time.

Every delay removes design, mapping and dry-run time.
Zendesk Resolution Platform

One resolution layer connects employees, service teams and systems of record.

Zendesk brings AI, human expertise, trusted knowledge, workflows, governance and insight into one service system.

Zendesk Resolution PlatformResolve work. Learn from outcomes.
Employee intentHelp Center, email, Slack and Teams
Human expertiseAgent Workspace, Copilot and approvals
Trusted contextKnowledge, service history and assets
Verified outcomeActions, quality, trends and evidence
Value for Bagel Brands

IT and HR share the service platform. Each domain keeps the access controls, systems of record and approval rules its work requires.

AI-first service

AI creates value when it resolves work, not when it creates another queue.

AI agents, copilots and Action Flows use shared context to answer, guide, route and act within defined controls.

Understand and groundIntent meets trusted knowledge.

AI identifies the service path and uses approved enterprise content through Knowledge Graph.

Guide and actResolution moves through defined controls.

Copilot, approvals and Action Flows coordinate the next step and return the result to the record.

Forethought expands Zendesk customer-service AI. Employee Service AI Agents follow a separate EAP lifecycle.
Zendesk connected knowledge grounded in approved enterprise sources Zendesk AI automation coordinating an employee service request
Knowledge and continuous improvement

The service model gets stronger when knowledge, outcomes and workflows stay connected.

Knowledge Graph connects approved content. The Resolution Learning Loop uses interaction signals to expose gaps and improve future service.

01Knowledge Graph

Connect Zendesk and external knowledge without forcing every source into a new repository.

02Resolution Learning Loop

Use service outcomes, quality and human feedback to improve future answers and guidance.

Zendesk connected knowledge response grounded in approved enterprise sources
Trusted knowledge serves employees, AI agents and human agents from the same governed sources.
Self-improving AI at enterprise scale

Forethought extends Zendesk AI across supported service platforms.

Zendesk completed the Forethought acquisition in March 2026, adding customer-service AI agents that identify intent, automate routine work and improve from service outcomes.

Clear boundaryCustomer-service AI expands. Employee Service follows its own lifecycle.
Self-improving agents

Use service signals to improve customer-service performance over time.

Cross-platform reach

Operate within Zendesk and across supported service platforms and channels.

Employee Service EAP

Bagel Brands internal IT and HR AI agents remain a separate Employee Service program.

100K+Organizations using Zendesk, reported October 2025
50K+Active service knowledge bases powered by Knowledge Graph
One modelScale across brands, bakeries, channels and service domains
Channel strategy

One service operation can support bakery and corporate employees through different channels.

Bakery teams use a mobile Help Center. Corporate teams can use Slack or Teams. Both reach the same service operation.

Start where work happens

One service model. Multiple ways in.

Employees can find an answer, select a service item or create a request without learning the internal org chart.

  • 01Mobile Help Center for bakery leaders
  • 02Slack or Teams for corporate employees
  • 03Email for familiar intake
Zendesk Employee Portal with search and employee service categories
Employee Portal
Demand management

Structured intake makes employee demand routable and measurable.

Each service item asks for the fields needed to route, fulfill and report the work.

Proposed Bagel catalog

Make the structured path the easiest path.

POS incident. Access request. Replacement device. New manager onboarding. Payroll question.

  • 01Capture brand, bakery, role and urgency
  • 02Route to the right service team
  • 03Create the reporting foundation
Zendesk service catalog request page with service-specific fields
Service catalog creates a structured ticket
IT service journey

A morning terminal failure stays one record from report to restoration.

The bakery should not hunt across queues while the morning window is open.

TicketBB-0715
BrandEinstein Bros.
BakeryStore 1184
ImpactMorning peak
OwnerIT Operations
Capture and contextReport once from the bakery.

Catalog fields identify the brand, location, device and urgency.

Resolve and actBring the answer and asset into the case.

Knowledge, service history and device context guide the next action.

Close and learnRestore service and retain the signal.

The manager is notified and the outcome remains reportable by bakery and brand.

IntakeIn resolutionRestored
Structured Zendesk service catalog request Zendesk knowledge guidance inside the service flow Zendesk asset context attached to the ticket
Agent Workspace

Agents move faster when case context, trusted knowledge and next steps are together.

Agents resolve the request without searching across separate systems and folders.

Context at the point of work

Give the agent the answer before another handoff.

Connected knowledge can surface approved guidance. Source permissions remain respected.

  • 01Conversation and service history
  • 02Relevant knowledge and guidance
  • 03Clear owner and next action
Zendesk Employee Service knowledge answer with cited internal sources
Connected, permission-aware knowledge
Governed execution

Approvals and exceptions move faster when ownership stays visible.

Task lists, approvals and Action Flows keep every owner, result and exception on the service record.

New bakery manager
  1. 01RequestRole, bakery, start date and device
  2. 02ApproveNamed approver and recorded decision
  3. 03FulfillSanitized IT ticket and task list
  4. 04ActValidated identity and asset steps
  5. 05VerifyExceptions route to a named owner
Zendesk Flow Builder showing a visual employee service workflow
Action Flows with branches and error paths
HRIS boundary

Workday owns employee truth. Zendesk owns service execution.

Zendesk coordinates the case, approvals, tasks and evidence without becoming the HRIS.

WorkdayEmployee record

Employment, role, manager and permitted HR context.

ZendeskService record

Case, approval, tasks, owners and exceptions.

IdentityAccess state

Accounts, groups, privileges and result.

ITAMAsset state

Device, assignment, history and recovery.

Privacy ruleSensitive HR content never moves into the IT ticket.
Workday employee context shown inside a Zendesk ticket sidebar
Workday context is permission-bound
Unified Employee Service journey

Cross-functional service should share coordination, not sensitive data.

A new bakery manager request shows how Zendesk coordinates HR, IT, identity and assets around one governed service record.

RequestES-2048
EmployeeNew manager
BakeryStore 1219
StartMonday
BoundaryPrivate HR
Request and protectCapture the need once.

Role, bakery, start date and device need enter the service record while HR content stays private.

Approve and fulfillCoordinate work across the boundary.

A named approval releases sanitized IT tasks through Action Flows.

VerifyProve first-shift readiness.

Access, asset and exception results return to the case without copying sensitive HR data.

Private requestApproved and fulfillingReady
Permission-bound Workday employee context inside Zendesk Zendesk Action Flow coordinating employee service fulfillment Zendesk asset assignment and service evidence returned to the employee service record
Since December 2025

Since December 2025, Zendesk has added the capabilities needed to move from intake to action.

Actions, identity, assets and AI now connect around the request.

AvailableAction Flows

Visual orchestration with branches, retries and error paths.

AvailableIdentity actions

Okta and Entra user and group operations.

Confirm planIT asset management

Asset context, assignment and lifecycle inside the case.

Early AccessEmployee Service AI

Permission-aware answers across approved channels and sources.

Operating model

A unified platform can preserve separate controls for IT and HR.

Unify IT and HR service while keeping Workday as the employee system of record.

IT service

Run the operational core

Resolve daily technology demand across every bakery and corporate team.

  • Incidents, requests and problem linking
  • Access, identity and approvals
  • Assets, knowledge and service catalog
  • SLAs, routing and operational reporting
  • AI guidance and governed automation
HR service

Coordinate employee operations

Use Workday context without copying the HRIS or exposing sensitive data.

  • Private HR cases and controlled groups
  • Onboarding, changes and offboarding
  • Approvals, task lists and handoffs
  • Workday context and validated actions
  • Permission-aware AI answers

The shared layer is Zendesk AI, knowledge, workflow and measurement. IT and HR keep the controls each domain requires.

Management visibility

Leadership gains operating evidence by bakery, brand and service.

The data model turns service activity into visible performance by bakery, brand and service.

100%

Interaction coverage

AI-powered QA can monitor every employee service interaction, subject to plan and configuration.

DemandRequests by bakery, brand and service
SpeedResolution time, backlog and SLA attainment
ControlApproval wait, exceptions and reopen rate
QualityPolicy gaps and interaction risk signals
  • Reporting surfaces trends from Phase 1 fields and workflows.
  • AI-powered QA can monitor 100% of employee service interactions.
Why this one matters most
Move from anecdotes to operating evidence.
  • Action Builder creates visual workflows across systems.
  • Admin Copilot recommends platform improvements.
Published result
11 hrs
Of admin work saved per week, on average, reported by Kaizen Gaming using Admin Copilot
Return engineering time to ERP, Workday and growth.
  • Action Flows handle branches, retries and exceptions.
  • Okta and Entra support governed identity actions.
The number this fixes
Traceable
Every approval, identity result, task and exception recorded against the service workflow
Record every approval, task, result and exception.
  • ITAM puts asset context beside the ticket.
  • Catalog and knowledge make requests structured and searchable.
The structural difference
Make the structured path the easiest path.
Channel continuity

Channel choice should not fragment the service record.

Bakery leaders use mobile self-service. Corporate teams can ask in Slack or Teams.

Employee Service AI Agents

Answer first. Route with context when people are needed.

Permission-aware answers use approved sources. The human handoff keeps the conversation and service record intact.

  • 01Ask in the channel already open
  • 02Answer from permitted knowledge
  • 03Escalate with context and ownership
Zendesk Employee Service request created from Slack with a human handoff
Slack and Teams Employee Service: Early Access
01

Ask where work happens

Help Center, Slack or Teams.

02

Search with permission

Use approved knowledge sources.

03

Move from answer to action

Use governed flows and connectors.

Early Access

Employee Service AI Agents entered Early Access on August 3, 2026. Confirm eligibility.

AI value cycle

AI creates value when it resolves work and improves future service.

Zendesk AI connects employee answers, agent guidance, governed action and service insight.

Answer

Permission-aware self-service

Use approved knowledge across Help Center, Slack and Teams.

Resolve

Copilot and Action Flows

Guide agents, coordinate approvals and execute validated actions.

Improve

Quality and operational insight

Measure every interaction and expose repeat friction by service path.

Executive alignment

Three decisions unlock a credible restart.

The proposal was nearly ready before ERP and HCM took priority. Close the questions needed for a credible ELT recommendation.

1

Confirm the unified model

Lock IT and HR service domains, privacy boundaries and shared capabilities.

Julio, Jovana and Michael
2

Confirm systems and timing

Set cutover, Workday dependency, identity stack and integration owners.

Markus, Brayden and Deal Desk
3

Confirm AI governance

Define approved knowledge, action boundaries, human review and success measures.

Markus, Julio and Julie
What we commit to in return
  • One unified Employee Service capability map.
  • One current platform and lifecycle view.
  • One governed AI and integration design.
In Closing

Employee service must be ready before the first shift begins.

Before the doors open, people need access, devices and answers. The service model has to work first.

Bagel Brands × zendesk
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