Scaling Starts with a Strong Foundation | The place for Zendesk users to come together and share
Skip to main content

Scaling Starts with a Strong Foundation

  • June 2, 2026
  • 1 reply
  • 18 views

Brandon Tidd
Forum|alt.badge.img+1

One of the things I’ve always loved about space is the idea that the universe is constantly expanding, but everything in it is still built from the same core materials.

Zendesk can feel a little like that.

As an organization grows, your Zendesk instance expands with it. More teams come in. More workflows get added. More triggers, automations, views, forms, groups, brands, SLAs, and reporting needs start orbiting around the same system.

And if the foundation is strong, that growth can be exciting.

If the foundation is weak, it can start to feel like gravity is working against you.

For me, one of the biggest lessons in managing Zendesk as an organization grows is that scale does not usually break all at once. It breaks quietly. A trigger gets named something vague. A view gets shared with one too many groups. A team adds a workaround that solves today’s problem but creates tomorrow’s confusion. Nobody means to create chaos. It just happens when the system grows faster than the governance around it.

That’s why I’ve become a big believer in treating the basics like they matter, because they really do.

Naming conventions are one of those basics.
Your future self will thank you for clear, consistent naming. A trigger called “Update Status” might make sense the day it’s created, but six months later, when there are 200 triggers and five teams asking why something happened, that name is not doing anyone any favors.

A good naming convention does more than keep things tidy. It creates a shared language. It helps admins troubleshoot faster. It helps new team members understand the system. It makes audits less painful. Most importantly, it reduces the risk of someone changing the wrong thing because they misunderstood what it was supposed to do.

I like names that tell me the team, purpose, and behavior at a glance. Something like:

Support | Escalation | Notify Tier 2 when priority is urgent

That may not be glamorous, but neither is trying to reverse-engineer a mystery trigger during a live issue.

View gating is another area where growth can get messy quickly.
As more teams use Zendesk, it becomes tempting to let everyone see everything “just in case.” But views are not just lists of tickets. They shape how teams understand their work. If the wrong views are cross-pollinating between teams, you can create confusion, duplicate effort, or even accidental ownership issues.

Being thoughtful about which groups can see which tickets matters. It protects focus. It keeps queues clean. It helps teams trust that the work in front of them is actually theirs to manage.

That does not mean building silos. It means being intentional. Some teams need shared visibility. Some teams need handoff views. Some teams need reporting access but not operational access. The admin’s job is to design that visibility with purpose instead of letting it evolve accidentally.

Change governance becomes more important with every new team.
At Zendesk Relate, Tom referenced the Artemis missions and the importance of clear command structure. I think that idea applies really well to Zendesk administration.

When a mission is complex, you cannot have everyone steering at once.

The same is true inside Zendesk. Too many cooks in the kitchen can create real risk. One person adjusts a trigger. Another updates a form. Someone else changes a group or view. Each change might make sense in isolation, but together they can create unexpected behavior.

Good governance does not have to mean bureaucracy. It means having a clear chain of command. Who approves changes? Who tests them? Who communicates them? Who owns the rollback plan if something goes sideways?

As Zendesk grows, “just make the change” stops being a safe operating model. You need enough structure to protect the business without slowing everyone down unnecessarily.

I also think admins should take advantage of the tools Zendesk is giving us to manage complexity.
Admin Copilot is especially interesting here because the admin role is becoming less about manually hunting through every corner of the instance and more about knowing what questions to ask, what risks to look for, and where optimization is needed.

Tools like Admin Copilot can help surface opportunities, reduce manual effort, and support better decision-making. But they are most powerful when paired with strong admin judgment. AI can help you move faster, but it still needs a well-understood system and a thoughtful admin behind it.

When it comes to monitoring for improvement, I try to look at both the numbers and the stories.

The quantitative side matters. Are SLA breaches increasing? Are tickets sitting too long in certain views? Are escalations rising? Are agents reassigning tickets too often? Are macros, triggers, or routing rules producing the outcomes we expected?

But the qualitative side matters too. Are agents confused? Are team leads creating workarounds? Are customers getting inconsistent answers? Are admins spending too much time explaining the same behavior over and over again?

The numbers usually tell you where to look. The stories tell you why it matters.

And after a change, I think it’s important to track both. Did the metric improve? Did the team feel the difference? Did the change make the workflow easier, clearer, or more reliable?

Because the goal is not just to make Zendesk cleaner for admins. The goal is to make the system easier to trust for everyone who depends on it.

At the end of the day, managing Zendesk at scale is not about controlling every tiny piece forever. It is about building a strong enough foundation that the system can expand without collapsing under its own weight.

Clear naming. Thoughtful visibility. Practical governance. Strong reporting. Smart use of new tools like Admin Copilot.

Those are the core materials.

The universe can keep expanding, as long as the foundation holds.

What best practices do you follow in your expanding Universe?  Let me know in the comments!

1 reply

Fran Murphy
  • Community Manager
  • June 2, 2026

Love this ​@Brandon Tidd ! 

Naming conventions and change governance are two that stood out to me, so important to get right!

Keep sharing this invaluable advice!