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ITIL and IT Service Management
- Introduction
Christian F. Nissen, CFN Consult
RESILIATM, ITIL®, PRINCE2® MSP®, MoP® and MoV® are Registered Trade Marks of AXELOS in the United Kingdom and other countries
COBIT® is a registered trademark of the Information Systems Audit and Control Association (ISACA) and the IT Governance Institute (ITGI)
TOGAFTM and IT4ITTM are trademarks of The Open Group
SIAM® is a registered trademark of EXIN
© 2018 of CFN Consult unless otherwise stated
2
Agenda
1. IT service management
2. ITIL®
3. Organization
4. Processes
5. Knowledge
6. People
7. Tools and technology
8. Qualification scheme
9. Implementation
Agenda
© 2018
IT Service Management
 Information technology (IT)
 Service
 Management
3
ITServiceManagement
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
Information technology
 Merriam-Webster: The technology
used for the processing and
distribution of data
 Wikipedia: Technology (computers
and telecommunications equipment)
used to store, retrieve, transmit and manipulate data
 Techterms.com: Anything related to computing technology,
such as networking, hardware, software, the Internet, or the
people that work with these technologies.
 I.e. applications, infrastructure, integrations and people
that can be bought for money
4
ITServiceManagement
© 2018
5
Assignment
 Group 1: Give a
definition of “Service”.
Give examples of hotel
services based on
your definition
 Group 2: Give
examples of hotel
services. Use the
examples to make a
definition of “Service”
 Time: 10 minutes
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
66
Service
Examples:
 An overnight stay
 A meal at the restaurant
 Wireless internet access
A service is a means of
delivering value to
customers by facilitating
outcomes customers
want to achieve without
the ownership of specific
costs and risks
Services are produced
while consumed
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
77
Two very different views on Service
Added value:
 A service is an added
value to a product or a
solution
 Examples:
 Service Desk
 After sales services
All included:
 A service includes
the product or
solution
 Examples:
 Payroll service
 Workplace
service
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
8
Examples
Services ”Non-services”
Electronic mail communication PC
Office Automation MS Office
Electronic payroll management
The Problem Management
process
Web hotel hosting services Service Hours
Back-up service Project resources
Software as a Service A firewall
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
9
IT service types
IT
The business
Business unit
(internal customer)
Business unit
(internal customer)
IT department IT department IT department
External
customer
External
customer
External
customer
External
customer
External
customer
External
customer-facing
IT services
Internal
customer-facing
IT services
Supporting (IT) services
Business services
ITServiceManagement
© 2018
1010
Service relationship types
Overnight stay Conference Dining
Wireless Internet
access
Cleaning Cooking
Core Service Core Service Core Service
Supporting
Service
(Enhancing)
Supporting
Service
(Enabling)
Supporting
Service
(Enabling)
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
11
Identification of services – service lines
ITServiceManagement
Data Center Services
Integration Services
Server Hosting Services
Storage Services
Backup Services
Network Services
Database Services
Print services
Application Platform Services
Application Services
Desktop Services
BusinessRelationshipServices
ServiceMonitoringServices
SecurityandCompliancyServices
IdentityManagementServices
Sales Finance R&D . . .
EndUserSupportServices
© 2018
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Identification of services – service lines
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
13
Identification of services – TBM Taxonomy
ITServiceManagement
© 2018
© 2016 Technology Business Management Council, All rights reserved (v2.5)2
TBM Taxonomy V2.0 (High Level View)
Cost Pools
Internal
Services
Telecom
Facilities
& Power
Outside
Services
Internal
Labor
External
Labor
IT Towers
End User Application Delivery
IT
Management
Security &
Compliance
OutputNetworkStorageComputeData Center
Services
Business Units or Business Capabilities
Business Unit or
Business Capability
Business Unit or
Business Capability
Business Unit or
Business Capability
Business Unit or
Business Capability
Business Unit or
Business Capability
BusinessViewFinanceViewITView
Delivery Services Platform Services Infrastructure Services
Business Application ServicesEnd User Services
SoftwareHardware Other
Emerging
Source: Technology Business Model (TBM) Council: TBM Taxonomy V2.0 (High Level View)
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
14
Service value
Examples:
 Accommodation close
to temporary
workplace
 Kind staff, mountain
view
 Vegetarian food
ITServiceManagement
Value
Per-
cep-
tions
Bus.
out-
come
Prefe-
rences
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
15
In the end it is about service value
Examples:
 Bed
 Internet connection
 Table
 Food
Examples:
 Room available on the
night needed
 Bandwidth of the
wireless access
 Guest security
Utility
 What the customer
gets - fitness for
purpose
 Functionality
Warranty
 How it is delivered -
fitness for use
 Availability, capacity,
reliability, security,
continuity, (usability,
compliance)
Price
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Management
Wikipedia:
 The verb manage comes from the Italian maneggiare
(to handle — especially tools), which in turn derives
from the Latin manus (hand).
16
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
17
Service management?
Examples:
 Hotel Management
 The reception
 The booking process
 Knowledge of the needs
of the guests
 Training of staff
“Service management is
a set of specialised
organizational
capabilities for providing
value to customers in
the form of services”
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
18
How do we create value – Service assets
Service Assets:
 Capabilities represent a
service organization’s
capacity, competency,
and confidence for action
 Resources represent the
assets of an organization.
 Resources and
capabilities are the basis
for value creation
ITServiceManagement
Capabilities Resources
Management
Financial
Capital
Organization Infrastructure
Processes Applications
Knowledge Information
People People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
19
IT (resources) + Service + Management (capabilities)
ITServiceManagement
Service
Capabilities Resources
Integration Data Infrastructure
PeopleMoney Systems
Supporting Services
Practices Organizing Knowledge Skills
Applications
Capabilities
Supporting Services
Resources
Leadership ABC
© 2018
2020
Service management ‘on a page’
Service provider
Customer
Consuming
Process
Consuming
Process
Utility - Fit for purpose
(Functionality)
Warranty - Fit for use
(Availability, capacity, reliability, security,
continuity, usability, compliance)
Service assets:
Resources
Service assets:
Capabilities
SERVICE
Knowledge
Infrastructure /
Tools
Data /
Information
Consuming
Process
Business case
(ROI / VOI)
Functional
requirements
Application /
Integration
Management /
Leadership
Supporting
services
Practices
(Processes)
Organizing
(Functions, roles)
People
Cost and Price
Valueadded
Servicepotential
Valuerealized
Serviceoutcome
Service targets
and levels
Moneyspent
Serviceresources
ITServiceManagement
© 2018
Service resource and capability dynamics
21
ITServiceManagement
© 2018
22
Assignment
 Give examples of IT Services from your own
organization
 Give examples of the business value added by the
identified IT Services
 Give, if possible, examples of “non-services” from
your existing Service Catalogues or Service Level
Agreements
 Categorize the services in service types
 Time: 15 minutes
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
23
How do we differentiate our offerings?
Examples:
 Guest room
 Suite
 Executive room
 A Service Package is
a detailed description
of an IT Service that is
available to be
delivered to
Customers
 A Service Level
Package is a defined
level of Utility and
Warranty for a
particular Service
Package
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
24
Service Package
Service package
Core service
Service Level
Package
Enabling
service
Enhancing
service
ITServiceManagement
Service Package
Supporting
service
Service
package
Service Level
Package
Core service
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
25
Service Package
Service packaging
E-mail
Basic Service
Level Package
Mobile service
Spam Filter
VIP Service
Level Package
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
26
Service packaging
ITServiceManagement
Service Package
Support
Service
Service Level
Package
Service Package
Support
Service
Service
Package
Service
Level
Package
Core
Service
Core Service
Service
Package
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
27
Service packaging
ITServiceManagement
Service
Level
Agreement
Service
Package 1a
Service
Service Service
Service
Global Service
Portfolio
Service
Service
Level
Agreement
Local ITExternal
providers
Local
LOB
Corpor-
ate IT
Service
Service A
Service Level
Package
Service
Package 1b
Service Package 1b
Service Level
Package
Service Package 2
Service Pack. 1a
Service C
Service Level
Package
Service
Package 2
Service
Package 3
Service
Level
Agreement
Service
Level
Agreement
Service Package 1a
Service B
Service Pack. 1b
© 2018
28
Assignment
 Draft a Hotel Service Package (e.g. “Business
traveler” or “Family stay” or “Loving couple”, with one
or two Core Services, one or two Supporting Services
and one or two Service Level Packages.
Time: 15 minutes
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
29
Did we get it?
What is a Service?
The following are examples of service assets:
 Applications
 Organization
 Financial capital
 Infrastructure
 Knowledge
 People
 Processes
 Management
 Information
Which of these are examples of resources?
Which are examples of capabilities?
ITServiceManagement
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
ITIL® and the Service Lifecycle
© 2018
31
What is ITIL®?
Once: IT Infrastructure Library – Now: ITIL®
 ITIL® is a source of good practice in IT Service
Management
 By good practice we mean practices that are
 validated across a diverse set of environments
 widely distributed.
 ITIL® is not a standard
 ITIL® is non-prescriptive
ITIL®andtheServiceLifecycle
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
32
Why ITIL®?
To address:
 Lack of control, predictability and transparency
 Low customer or user satisfaction
 Unclear roles, responsibilities and expectations
 Quality issues in Service Operation and Transition
 High costs and inefficiency
 Dependency of individuals
 Issues in management of suppliers
 Mergers and acquisitions
 Sourcing considerations
 Regulatory requirements, compliance requirements
etc.
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
33
Where does ITIL® come from?
 ITIL Version 1 – 1986 - 1999
Function-based practice of 40+ books dealing with a
variety of IT practices developed by AXELOS in the
United Kingdom.
 ITIL Version 2 – 1999 - 2006
Process-based practice of 10 books and the globally
accepted best practice framework for IT Service
Management. The most popular books were “Service
Support” and “Service Delivery”
 ITIL Version 3 – 2007 - 2011
Service lifecycle-based practice incorporating five lifecycle
titles forming the core of ITIL® practice
 ITIL 2011
Updated for consistency and clarity
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
34
Where does ITIL® fit in?
ISO/
IEC
20000
ITIL®
Internal processes and
procedures
Standard
Good practice
Deployment
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
35
How to use ITIL®?
 The guidance in ITIL® has to be adopted and adapted
for use in various business environments and
organizational strategies
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
36
What does ITIL® contain?
Five lifecycle stages covered in five core publications:
 Service Strategy
 Service Design
 Service Transition
 Service Operation
 Continual Service Improvement
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
37
What do we mean by the Service Lifecycle?
Service
Strategy
Service
Operation
Service
Transition
Service
Design
Continual
Service
Improvement
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
38
What does Service Strategy cover?
Examples:
 What services should
we offer and to whom?
 How do we differentiate
ourselves from
competing alternatives?
 How can we make a
case for strategic
investments?
Guidance on how to
design, develop and
implement Service
Management not only as
an organizational capability
but as a strategic asset
 Determine
perspective
 Form a position
 Craft a plan
 Adopt patterns of
action
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
39
What does Service Design cover?
Example:
Design of a new conference
service:
 Ask the local businesses
what they want (Utility
and warranty)
 Hire architects to design
new conference facilities
 Develop sales material
 Hire people and assign
responsibilities
 Design booking process
 . . .
Guidance for the design
and development of
services and service
management processes
 Collect requirements
 Analyze
 Design
 Evaluate
 Procure and/or
develop
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
40
What does Service Transition cover?
Examples:
 Plan the implementation
of the new conference
service
 Assemble and build the
facilities
 Train the staff in the
facilities and processes
 Test that the conference
facilities function as they
are intended to
 Inspect that the facilities
conform to regulations
Guidance for the
development of capabilities
for transitioning new and
changed services into
operations
 Plan and prepare
 Build and test
 Testing and pilots
 Transfer, deploy,
retire
 Review and close
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
41
What does Service Operation cover?
Examples:
 Host and facilitate
conferences
 Monitor and manage the
air condition of the
conference facilities
 Clean and maintain the
conference facilities
 Measure and report the
satisfaction of the
conference delegates
 Train new staff
Guidance on achieving
effectiveness and
efficiency in the delivery
and support of services
 Monitor and control
 Manage activities
 Generate metrics
 Provide reports
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
42
What does Continual Service Improvement cover?
Examples:
 Improve the booking
process
 Improve the training
program for new staff
members
 Renovate conference
facilities after a couple
of years
Guidance on creating and
maintaining value for
customers through
improved design,
introduction, and operation
of services
 Plan
 Do
 Check
 Act
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
43
Do
CheckAct
Plan
What does Continual Service Improvement cover?
W. Edwards Deming’s quality circle
MaturityLevel
Time Scale
Consolidation of the
level reached
(Baseline)
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
44
SLM
Live operation
Operation
The full service lifecycle
SAC: Service Acceptance Criteria
SLR: Service Level Requirement
SLA: Service Level Agreement
SLM: Service Level Management
SDP: Service Design Package
Document & agree
business
Requirements
(Strategy & Design)
Design
service
solution
(Design)
Develop
service
solution
(Design)
Build
service
solution
(Transition)
Test
service
solution
(Transition)
Strategy
Design Transition
Transition & Operation Involvement
Improvement
Business
Require-
ments
Business
Require-
ments
Business
Require-
ments
Business
Require-
ments
Project (Project Team)
Design and development Pilot
SAC SAC SAC SAC
✓
SAC SAC
✓
SLR SLR SLR SLR SLR SLA
pilot
SLA
live
Change Management
SDP
ITIL®andtheServiceLifecycle
© 2018
45
The full service lifecycle – seen from Transition
Continual Service Improvement
Change Management
RFC1 RFC2 RFC3 RFC4 RFC5 RFC6
Service Asset and Configuration Management
BL BL BL BL BL BL
Knowledge Management
Service Transition Planning and Support
Oversee management of organisation and stakeholder change
Evaluation of a Change or Service
Service Validation and Testing
Service
Strategy
Service
Design
Plan &
prepare
release
Build
and
test
Service
testing
& pilots
Plan &
prepare
deploy-
ment
Transfer,
deploy
retire
Review
& close
service
transition
Service
Opera-
tion
Early Life SupportRelease and Deployment Management
E1 E2 E3
BL
RFC
BL
E Evaluation
point
Baseline
Request
for
Change
Transition
processes
Transition
support
processes
Other
ITIL core
publication
ITIL®andtheServiceLifecycle
© 2018
46
Did we get it?
 Which lifecycle stages does ITIL® define?
 What are the main characteristics of each of the lifecycle
stages?
ITIL®andtheServiceLifecycle
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Organization
© 2018
48
What do we mean by roles and functions?
Examples:
 Hotel Manager
 Receptionist
 Chef
 Waiter
Organization
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Examples:
 Concierge
 Reception desk
 Kitchen
Role
 A set of responsibilities,
activities and
authorities granted to a
person or team.
 A role is defined in a
process.
Function
 Organizational unit
specialised to perform
a certain type of work
 Responsible for
specific outcomes
© 2018
49
What is a Service Owner?
 The Service Owner is accountable for a specific service
within an organization regardless of where the
underpinning technology components, processes or
professional capabilities reside
 Responsibilities:
 Understand and own a specified service
 Act as prime Customer contact
 Ensure that the Service meets agreed requirements
 Improve the Service
 Service Review
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
50
What is a Process Owner?
 A Process Owner is accountable for ensuring that her
process is being performed according to the agreed
and documented process and is meeting the aims of
the process definition
 Responsibilities:
 Defining the Process strategy
 Process design and documentation
 Defining Key Performance Indicators (KPIs)
 Improving the effectiveness and efficiency of the process
 Ensure resources and training of staff
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
51
Does ITIL® define other roles?
Examples:
 Account Manager
 Contract Manager
 Security Manager
 Purchasing Manager
 Project Director
 Hotel Manager on duty
 Reception Manager
ITIL® roles:
 Business Relationship
Manager
 Service Level
Manager
 Security Manager
 Supplier Manager
 Service Transition
Manager
 Change Manager
 Incident Manager
 . . . and more than 40
additional roles
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
52
Process
Process
Process
Serviceline
Serviceline
Serviceline
Process
Owner
Process
Owner
Process
Owner
Customer Customer
Account
Manager
Supplier Relationship
Manager
Account
Manager
BRM
Service
Portfolio
Manager
Service
Catalogue
Manager
Service
Owner
Customer
Service
Owner
Service
Owner
Service
Solution
Architect
Business
IT
BRM
Service
Level
Manager
Supplier Supplier
Organization
© 2018
53
Process
Process
Process
Serviceline
Serviceline
Serviceline
Process
Owner
Process
Owner
Process
Owner
Service
Owner
BRM
Supplier Relationship
Manager
Service
Portfolio
Manager
Service
Catalogue
Manager
Service
Manager
Service
Owner
Service
Manager
Service
Owner
Service
Solution
Architect
Business
IT Service
Level
Manager
Supplier Supplier
Organization
© 2018
54
Which functions does ITIL® describe?
ITIL® functions:
 Service Desk
 Technical
Management
 IT Operations
Management
 Operations Control
 Facilities
Management
 Application
Management
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
55
What is a Service Desk?
Examples:
 The hotel reception is a
single point of contact
for the guests
Central point of contact
between the users and IT.
 The objective is to
restore the ‘normal
service’ to the users
as quickly as possible
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
56
Functions – Service Desk
Organizational structures
 Local Service Desk
 Centralized Service Desk
 Virtual Service Desk
 Follow-the-Sun
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
57
Functions – Service Desk
Local Service Desk
User
Technical
Management
Service Desk
Application
Management
IT
Operations
Management
3rd Party
Support
Request
Fulfillment
UserUser User
Organization
© 2018
58
Functions – Service Desk
Centralized Service Desk
Technical
Management
Service Desk
Application
Management
IT Operations
Management
3rd Party
Support
Request
Fulfillment
Second Line Support
Customer Site 1 Customer Site 2 Customer Site 3
Organization
© 2018
59
Functions – Service Desk
Virtual Service Desk
Service Desk
Service
Knowledge
Management
System
San Francisco
Service Desk
Copenhagen
Service Desk
Sydney
Service Desk
London
Service Desk
Paris
Service Desk
Beijing
Service Desk
Organization
© 2018
60
Functions – Service Desk
Metrics
 Customer/User satisfaction
 First-line resolution rate
 Average time to resolve an incident
 Average time to escalate an incident
 Average Service Desk cost of handling an incident
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
61
Did we get it?
 Explain the main difference between a role and a function
according to ITIL®
 Identify and describe some roles and functions defined by
ITIL®
Organization
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2016
Processes
63
What is a process?
A process
 is a set of coordinated activities combining and
implementing resources and capabilities in order to
produce an outcome which, directly or indirectly,
creates value for an external customer or stakeholder.
 takes one or more inputs and turns them into defined
outputs.
 includes all of the roles, responsibilities, tools and
management controls required to reliably deliver the
outputs.
Processes
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
64
Process
What is a process?
?
Activity
Activity
Activity
Input Output
Input Output
Input Output
Data,
information and
knowledge
Desired
outcome
Suppliers Customer
Feedback
Trigger
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
65
What does ITIL® include in a process?
 Purpose, goal and objectives
 Scope
 Value to the business
 Policies, principles and basic concepts
 Process activities, methods and techniques
 Triggers, inputs, outputs and interfaces
 Key Performance Indicators (KPIs)
 Information Management
 Challenges, Critical Success Factors and risks
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
66
Which processes does ITIL® describe?
Examples:
 Define and maintain the
strategy for the hotel
 Financial management
Service Strategy
 Strategy management
for IT services
 Service portfolio
management
 Financial management
for IT services
 Demand management
 Business relationship
management
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
67
Which processes does ITIL® describe?
Example:
 Define a business case
for expanding the
conference facilities
 Analyze and prioritize
different options
 Obtain funding and
approval of building a
new wing to the hotel
 Allocate resources
 Communicate to
stakeholders
Example: Service portfolio
management
Processes
Define
Approve
Charter
Analyze
Service
Strategy
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
68
Which processes does ITIL® describe?
Examples:
 Create and maintain a
catalogue of the hotel
services
 Management of capacity
and availability
 Management of guest
security
Service Design
 Design coordination
 Service catalogue
management
 Service level
management
 Availability
management
 Capacity management
 IT service continuity
management
 Information security
management
 Supplier management
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
69
Which processes does ITIL® describe?
Example:
 In the contract between
a travel agency and the
hotel, the following
warranty levels are
agreed:
 Restaurant opening
hours:
Breakfast: 07 – 10
Lunch: 11 – 14
Dinner: 17 – 22
 Room service:
24 hours a day
 Delivery time: Max. 15
minutes from ordering
to serving
Example: Service Level
Management
Processes
Make and enter
agreements
Monitor and
report
Instigate
improvements
Review & revise
agreements
Measure and
improve
satisfaction
Conduct
service reviews
Assist with Service
Catalogue
Agree
requirements
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
70
Processes – Service level management
Objectives
 To ensure that a defined, documented and agreed
level of IT service is provided for all current IT
services and that future services are delivered to
specific, measurable and agreed achievable targets
 To take proactive measures to seek and implement
improvements to the level of service delivered
 To provide and improve the relationship and
communication with the business and customers
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
71
Processes – Service level management
Scope
 Point of regular contact and communication to the
customers and business managers of an organization
 Use of existing services and the potential future
requirements for new or changed services
 Establish and maintain SLAs for all current live
services and manage the level of service provided to
meet the targets and quality measurements contained
within the SLAs
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
72
Processes – Service level management
Basic Concepts
 Service Level Agreement (SLA)
 Operational Level Agreement (OLA)
 Underpinning Contract (UC)
 Service Provider
 Customer
 User
 Supplier
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
73
Processes – Service level management
Process Activities
 Determine, document and agree requirements for new
services in SLRs and make SLAs
 Monitor and report service performance against SLAs
 Collate, measure and improve customer satisfaction
 Conduct service reviews and instigate improvements
within an overall SIP
 Review and revise SLAs and underpinning agreements
 Develop relationships and manage complaints
 Assist with the Service Catalogue and maintain
document templates
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
74
Processes – Service level management
Key Metrics
 The number or percentage of service targets being
met
 The number and severity of service breaches
 The number of services with up to date SLAs
 The number of service with timely reports and active
service reviews
 Improvements in customer satisfaction
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
75
Assignment
 Draft a SLA for an IT-service e.g.
 Messaging (e-mail, chat)
 File services (X drive)
 Print services (printing from a pc to a printer)
 CRM
 Time: 20 minutes
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
76
Which processes does ITIL® describe?
Examples:
 Manage and approve
changes to the
conference facilities
 Maintain a repository of
important assets owned
by the hotel
 Test of a new swimming
pool
Service Transition
 Transition planning
and support
 Change management
 Service asset and
configuration
management
 Release and
deployment
management
 Service validation and
testing
 Change evaluation
 Knowledge
management
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
77
Which processes does ITIL® describe?
Example:
 A travel agency
requests a new service:
”Internet connection”
 The request is
evaluated by the hotel
(Is it profitable; what
technical solutions…)
 The service is
implemented
 Was it a success?
Example: Change
management
Processes
Record the
change request
Review change
Plan updates
Coordinate
implementation
Assess the
change
Authorize
change
Review and
close change
Request a
change
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
78
Processes – Change management
Objectives
 To respond to the customer’s changing business
requirements whilst maximizing value and reducing
incidents, disruption and re-work
 To respond to the business for change that will align
the services with the business needs
 To ensure that changes are recorded, evaluated,
authorized, prioritized, planned, tested, implemented,
documented and reviewed in a controlled manner
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
79
Processes – Change management
Scope
 Changes to baselined service assets and
configuration items across the full Service Life Cycle
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
80
Processes – Change management
Basic Concepts
 Service Change. The addition, modification or removal
of authorized, planned or supported service or service
component and its associated documentation
 Normal Change
 Standard Change. Pre-authorized by change
management and has an accepted and established
procedure to provide a specific change requirement
 Emergency Change. Intended to repair an error in an IT
service that is negatively impacting the business to a
high degree
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
81
Processes – Change management
Basic Concepts – The seven Rs
 Who RAISED the change?
 What is the REASON for the change?
 What is the RETURN required from the change?
 What are the RISKS involved in the change?
 What resources are REQUIRED to deliver the change?
 Who is RESPONSIBLE for the build, test and
implementation of the change?
 What is the RELATIONSHIP between this change and
other changes?
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
82
Processes – Change management
Key Metrics
 The number of changes implemented to services
which met the agreed requirements
 Change success rate
 Reduction in the number of disruptions to services
caused by inaccurate impact assessment
 Reduction in the number of unplanned changes
 Reduction in the backlog of change requests
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
83
Assignment
 Propose a Change and Release Management policy
for your organization
 Time: 15 minutes
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
84
Which processes does ITIL® describe?
Examples:
 Manage requests from
the guests
 Reissue card-keys when
a guest has lost it
 Investigate problems
and eliminate the root
causes
Service Operation
 Event Management
 Incident Management
 Request Fulfillment
 Problem Management
 Access Management
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
85
Which processes does ITIL® describe?
Examples:
 The hotel has allocated
the same room for two
guests by accident and
no rooms are available
 A guest complains about
noise
 The lights are out in the
lobby
 The restaurant is out of
milk because of a strike
in the country
Example: Incident
management
Processes
Log incident
Categorize
incident
Escalate
incident
Investigate and
diagnose
Prioritize
incident
Initial diagnose
of incident
Resolve and
recover
Identify
incident
Close incident
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
86
Processes – Incident management
Objectives
 To restore normal service operation as quickly as
possible and minimise the adverse impact on
business operations
 To ensure that the best possible levels of service
quality and availability are maintained
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
87
Processes – Incident management
Scope
 Any event which disrupts, or which could disrupt, a
service
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
88
Processes – Incident management
Basic Concepts
 Incident. An unplanned interruption to an IT service or
reduction in the quality of an IT service
 Service Request. A request from a User for information,
or advice, or for a Standard Change or for access to an
IT Service.
 Workaround. Reducing or eliminating the impact of an
incident or problem for which a full resolution is not yet
available
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
89
Processes – Incident management
Impact
Urgency
Priority Target Resolution Time
Priority
Resolution time
High Medium Low
High
1
< 1 hour
2
< 8 hours
3
< 24 hours
Medium
2
< 8 hours
3
< 24 hours
4
< 48 hours
Low
3
< 24 hours
4
< 48 hours
5
planned
Impact
Urgency
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
90
Processes – Incident management
Basic Concepts
 Timescales. Overall incident response and resolution
targets
 Incident Model. A way of predefining the steps that
should be taken to handle a process for dealing with a
particular type of incident in an agreed way
 Major Incident. A definition of what constitutes a major
incident must be agreed
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
91
Processes – Incident management
Key Metrics
 Total numbers of Incidents
 Breakdown of incidents at each stage
 Incident backlog
 Number and percentage of major incidents
 Percentage of Incidents handled within agreed
response time
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
92
Which processes does ITIL® describe?
Examples:
 The same complaints
are raised over and over
 People got ill in the
restaurant but the root
cause is unknown
Example: Problem
management
Processes
Log problem
Categorize
problem
Raise Known
Error record
Resolve
problem
Prioritize
problem
Investigate and
diagnose
Close problem
Detect
problem
Review major
problem
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
93
Processes – Problem management
Objectives
 To prevent Problems and resulting Incidents from
happening, and to eliminate recurring Incidents
 To minimise the impact of Incidents that cannot be
prevented
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
94
Processes – Problem management
Scope
 All activities required to diagnose the root cause of
incidents and to determine the resolution of those
problems
 Reactive and proactive problem activities
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
95
Processes – Problem management
Basic Concepts
 Problem. The unknown cause of one or more Incidents
 Known Error. A Problem that has a documented root
cause and a workaround
 Resolution. Action taken to repair the root cause of an
Incident or problem, or to implement a workaround
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
96
Processes – Problem management
Basic Concepts
 Known Error Data Base (KEDB). A database containing
all Known Error records. The Known Error database is
part of the Service Knowledge Management System
 Problem Model. To ensure quicker diagnosis, the
creation of a Problem Model for handling problems in
the future may be helpful
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
97
Processes – Problem management
Key Metrics
 Total numbers of problems
 Number of repeat incidents for each IT service
 Percentage of incidents closed by the service desk
without reference to other levels of support
 Average incident resolution time for those incidents
linked to problem records
 Problem backlog
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
98
Which processes does ITIL® describe?
Examples:
 Measure the satisfaction
of the guests
 Continually improve the
services and processes
of the hotel
Continual Service
Improvement
 The seven-Step
Improvement Process
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
99
Which processes does ITIL® describe?
Identify:
Vision & Strategy
Tactical Goals
Operational Goals
5. Analyze the data
6. Present and use
the information
7. Implement
corrective action
1. Define what you
should measure
2. Define what you
can measure
3. Gather the data
4. Process the data
Processes
Example: The seven-step improvement process
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
100
Did we get it?
 According to ITIL®, what is a process?
 Which elements does ITIL® include in a process
definition?
Processes
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2016
Knowledge
102
How do we manage Service Knowledge?
Examples:
 Which services are the
most profitable to invest in:
Overnight stay, dining or
conference services?
 How should our sales
brochures and web pages
look?
Service Portfolio
 The complete set of
Services that are
managed by a service
provider.
 Supports management
of investments in all
services
Service Catalogue
 The only part of the
Service Portfolio
published to customers
 Supports the sale and
delivery of services.
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Knowledge
© 2018
103
How do we manage Service Knowledge?
Examples:
 How do we agree on the
service level of a stay at
the hotel?
 How do we register assets
such as rooms, beds and
restaurant tables and their
impact on the services and
the guests?
Service Level Agreement
 An agreement between
an IT Service Provider
and a Customer.
 Documents service
level targets
Configuration Management
System
 A set of tools and
databases that are
used to manage an IT
Service Provider's
Configuration data.
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
104
What is the purpose of a Service Portfolio?
Examples:
 What value does an
overnight stay at our hotel
provide to the guest
compared to comparative
hotels?
 Which supporting services,
resources and capabilities
are needed to provide our
conference service?
 What risks are associated
with our dining services?
A Service Portfolio clarifies:
 Why a customer should
buy these services?
 Why they should buy
these services from us?
 What the pricing or
chargeback models
are?
 What our strengths,
weaknesses, priorities
and risks are?
 How our resources and
capabilities should be
allocated?
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
105
How are the Portfolio and Catalogue interrelated?
Customer
viewable
section of
the Service
Portfolio
Service Knowledge Management System
Service Portfolio
Service Status
Requirements
Defined
Analyzed
Approved
Chartered
Designed
Developed
Built
Tested
Released
Operational
Retired
Service
Pipeline
Service
Catalogue
Retired Services
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Service management architecture
106
Retired services
Live services
Pipeline services
Market A
Service
Catalogue
Core service
Core service
Enhancing service
Enabling service
Service
Portfolio
Enabling service
Service
Level
Agreement
Service
Package
Enhancing service
Core
service
Supporting
service
+
Service
level
package
+
Service
Package
Core
service
Service
Package
+
Service
level
package
+
Service
Level
Agreement
Customer 1
Service
Catalogue
Service
Level
Agreement
Knowledge
© 2018
107
Service Portfolio Options
 Retain – aligned with and relevant to the
organization’s strategy
 Replace – unclear and overlapping business
functionality
 Rationalize – composed of multiple releases of the
same CI’s
 Redesign – display fuzzy process or system
boundaries
 Renew – meet functional fitness criteria, but fail
technical fitness
 Retire – do not meet minimum levels of technical and
functional fitness
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
108
Example attributes of a Service Portfolio
 Service ID
 Service Name
Service Description
 Service Type
 Service Status
 Value Proposition
 Outcome
 Perceptions
 Preferences
 Business cases (ROI)
 Service Risks
 Offerings and
packages
 Pricing and charge
back
 Cost (Resources
engaged)
 Strategy (Retain,
Replace, Rationalize,
Refactor, Renew,
Retire)
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
109
Example attributes of a Service Portfolio
 Supported business
processes
 Policies
 Supporting Services
 Business Owner(s)
 Business Unit(s)
 Service Delivery
Manager(s)
 Business Contacts
 Escalation Contacts
 Suppliers
 Business Impact
 Business Priority
(Critical, high, medium,
low, none) (e.g. Public x
Users x Dept. criticality x
revenue x product/legal)
 SLA
 Service Hours
 Ordering and request
procedures and
conditions
 Service Reports
 Service Reviews
 Security Rating
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
110
Assignment
 Define a service entry in the Service Portfolio for an
IT Service in your organization
 Identify and justify the attributes needed to describe
the service entry
 For each attribute state the
 Format
 Valid values (if relevant)
 Relationships (related to attributes of other services)
 Mandatory / optional
 Source
 Maintenance (source and responsible)
 Audit / verification (source and responsible)
 Time: 20 minutes
Knowledge
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
111111
How do we manage Service Levels?
Customer
Service Provider
Service Level Agreement
(SLA)
Operational Level Agreement
(OLA)
Underpinning Contract
(UC)
Customer
Internal Support Team External Supplier
Service Level Agreement
(SLA)
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
112112
How do we manage Service Levels?
Knowledge
© 2018
Availability
•Service Availability
•Service Reliability
•Service Performance
•Batch turn-around times
•Service Support
Capacity
• Capacity
Security
• IT Security Management
• Compliance
• Access to the service
Continuity
• Backup
• Restore
• Releases
Warranty
Agreed Service Time
• Service hours
• Service provider maintenance windows
• Support hours
• Back up windows
• Customer maintenance windows
Compliance
Usability
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
113
How do we manage the configuration?
Logical Configuration Model
Supported by Hosted UsesBooking
System
Booking
support
service
Technical
service
Infrastructure
service
Conference
Service
Contract
Customer
Service level
package
Service
portfolio
Availability
User
experience
Business
logic
Projector
Video
Conferen-
cing
Wireless
Access
Rooms
Chairs and
Tables
Toilets
Knowledge
© 2018
114
How do we manage configuration data?
Information Integration Layer
Configuration Management System (CMS)
Presentation Layer (views)
(Search, Browse, Store, Retrieve, Update, Publish, Subscribe, Collaborate)
Knowledge Processing Layer
(Query & Analysis, Reporting, Performance Management, Modeling, Monitoring)
Integrated Asset and Configuration Management
Data and Information Sources
Change Data
Documents
CMDB 1
CMDB 2
DML A
DML B
CMDB:
Configuration
Management
Data Base
DML:
Definitive Media
Library
Discovery data
Release data
Knowledge
© 2018
115
How does service knowledge emerge?
Data
Information
Knowledge
Wisdom
Who, what,
when, where?
How?
Why?
Understanding
Context
Knowledge
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
116
How do we manage service knowledge?
Service Knowledge Management System (SKMS)
- Knowledge -
Configuration Management Databases
- Data -
Configuration Management System (CMS)
- Information -
Decisions
- Wisdom -
Knowledge
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
117
Did we get it?
 What is the purpose of
 the Service Portfolio?
 the Service Catalogue(s)?
 the Service Level Agreements?
 What are the relationships between the Service Portfolio,
Service Catalogue(s) and Service Level Agreements ?
Knowledge
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
People
© 2018
119
How do we manage people?
Examples:
 How many staff members
do we need during the
night? In the weekend?
 How do we deal with
check-out workload in the
morning?
 What skills does a
receptionist need?
 How do we train new
waiters?
 How do we keep our good
people?
Staffing Considerations
 Staffing Levels
 Skill Levels
 Training
 Staff Retention
 Super Users
People
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
120
Why is organizational change essential?
Examples:
 As part of the introduction
of the new conference
service the booking
process is changed
 Likewise the organization
is changed and a
conference team is formed
 With the introduction of
conference services a new
customer segment and its
understanding of value has
to be understood by the
staff
Organizational Change
 Service Management’s
basic role is to design,
implement and operate
new or changed
services, effectively
making the
organization different
than it was before
 Without change,
progress does not
happen
People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
121
Why don’t we see the need for change?
Complacency
Absence of a
major and
visible crisis
Too many visible
resources
Low overall
performance
standards
Narrow functional
goals
Wrong performance
indexes
Lack of sufficient
external
performance feedback
A kill-the-messenger-
of-bad-news culture
Denial if people are
busy or stressed
Too much happy
talk
John P. Kotter, HBR march/april 1995
People
© 2018
122
What are the ingredients of organizational change?
Examples:
 The personnel of the hotel
must see the need for the
change in attitude and
habits when introducing the
conference service
 They need to see the “big
picture” of the new service
 A plan for how to introduce
the new service must be
crafted and maintained
 The necessary resources
and conference
competences must be
provided
Five basic ingredients of
organizational change:
 Necessity
 Vision
 Plan
 Resources
 Competence
People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
123
How do people react to organizational change?
The emotional cycle of organizational change
Time
Performance
shock
avoidance
external
blame
self
blame
acceptance
optimum
performance
People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
124
How do we manage organizational change?
Examples:
 Be honest to the personnel
about the threats to the
hotel
 Put together a group of
people with enough power
to lead the change
 “Paint” the picture of the
future hotel with its brand
new conference services
and facilities
 Use every vehicle possible
to constantly communicate
the new vision
Eight steps of creating
organizational change :
1. Establishing a sense
of urgency
2. Forming a powerful
guiding coalition
3. Creating a vision
4. Communicating the
vision
People
John P. Kotter, HBR march/april 1995
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
125
How do we manage organizational change?
Examples:
 Get rid of obstacles and
change the systems and
structures of the hotel that
undermine the change
 Be ready to arrange small
successful conferences as
soon as possible
 Hire, promote and develop
the people who can
implement the conference
services
 Ensure that new habits are
anchored in the teams and
bad habits are eliminated
Eight steps of creating
organizational change :
5. Empowering others to
act on the vision
6. Planning for and
creating short-term
wins
7. Consolidating
improvements and
producing more
change
8. Institutionalizing the
change
People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
126
What can we do to change the organization?
Examples:
 Train staff in the use of the
conference technologies
 Involve the staff in the
design of the new
conference service
 Coach the reception in how
to handle conference
guests
 Make agreements on
changed working hours
 Be consequent to staff
members who will not
collaborate
Organizational change
strategies
 Education and
commitment
 Participation and
involvement
 Facilitation and support
 Negotiation and
agreement
 Manipulation and co-
option
 Explicit and implicit
coercion
People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
127
How do we communicate change?
Example:
Communication plan:
 Message: “We need to
implement new processes
and understand the needs
of conference delegates”
 Audience: Staff members
and suppliers
 Timing: Weekly
communication
 Method: Team meetings
and coaching
 Feedback: Anonymous in a
box behind the reception
Communication strategy
and plan:
 Who is the messenger?
 What is the message?
 Who is the target
audience?
 Timing and frequency
of communication
 Method of
communication
 Provide a feedback
mechanism
People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
128
Did we get it?
 What should you consider
 when staffing a Service Desk?
 when introducing a major organizational change
such as new or changed IT Service Management
practices?
People
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Tools and Technology
© 2018
130
How can tools support Service Management?
Toolsandtechnology
Technology
Customer
Service
Provider
Technology-Free
Technology
Customer
Service
Provider
Technology-Assisted
Technology
Customer
Service
Provider
Technology-Facilitated
Technology
Customer
Service
Provider
Technology-Mediated
Technology
Customer
Service
Provider
Technology-Generated
(Self-Service)
© 2018
131
Which types of tools are useful?
Examples:
 The bell
 Internet booking
 Asset register
 Invoicing system
 Report on monthly
occupancy rates
 Customer satisfaction
survey system
IT Service Management
suites
 Workflow management
 Portfolio and contract
management
 Integrated configuration
management
 Self-service
Administrative and analytical
tools
 Analysis, simulation
and modeling
 Reporting and
dashboard
Toolsandtechnology
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
© 2018
132
Which types of tools are useful?
Examples:
 Heat monitoring system
 Automated control of
curtains due to sunshine
 Inter-TV system
 Video monitoring of
luggage room
 Security log
IT Infrastructure
Management tools
 Monitoring
 Event logging and
management
 Diagnostic utilities
 Job scheduling
 Automation
 Discovery
 Remote control
 Security control
Toolsandtechnology
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
133
Which types of tools are useful?
Examples:
 Release management of
the restaurant menu
 Test tools to manage test
requirements,
specifications and results
of test of new conference
equipment
Software and Application
Management tools
 Release management
and version control
 Test and validation
management
 Deployment
management
 License management
Toolsandtechnology
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
134
What should you consider?
 Choose scalable solutions (number of processes,
number of users, transaction volumes etc.)
 Choose tools that can be integrated – even though
you don’t plan to integrate them now
 Focus on supporting or automating key activities of
the processes
 Automate simple activities like Service requests and
Standard changes first
 Use as much “out-of-the box” functionality as possible
 Only pay for the modules or parts of the tools that you
actually use
Toolsandtechnology
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
135
Did we get it?
 What kind of tools and technologies support the practices
of each of the ITIL® lifecycle stages?
 What should you consider when underpinning your IT
Service Management processes with tools and
technology?
Toolsandtechnology
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
ITIL® Qualification scheme
© 2018
The ITIL® Qualification Scheme
ITIL Foundation
PPOOSA
Capability modules
RCV SOASS SD ST SO CSI
Lifecycle modules
Managing Across the Lifecycle
ITIL Expert
ITIL
Master
OSA: Operational Support & Analysis
PPO: Planning, Protection & Optimization
RCV: Release, Control & Validation
SOA: Service Offerings & Agreements
ITILQualificationscheme
137 © 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Implementation considerations
© 2018
139
Implementation approaches
 Design
 Belief: Service provision capabilities can be designed,
implemented and managed
 The role of ITIL®: An ideal model for service management
 Kaizen
 Belief: Service provision can be managed and improved
through continuous incremental improvement cycles
 The role of ITIL®: A set of best practices used as inspiration
 Emergence
 Belief: Service provision can not really be managed – it
emerges over time through complex responsive processes
 The role of ITIL®: Narrative or propositional themes that
organize experience – a myth, ideology or the like
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Implementation
© 2018
140
Implementation – the cynefin framework
Implementation
http://youtu.be/Miwb92eZaJg
David Snowden, 2002, 2007, 2014
Disorder_
Complex
Probe
Sense
Respond
Emergent Practice _
Complicated
Sense
Analyze
Respond
Good Practice
Chaotic
Act
Sense
Respond
Novel Practice
Simple/obvious
Sense
Categorize
Respond
Best Practice
Complacency
© 2018
IT Service
Management
ITIL®
Organization
Processes
Knowledge
People
Tools &
Technology
Qualification
Scheme
Implementation
Questions and comments
141
Conclusion
© 2018
Contact
142
Christian F. Nissen
cfn@cfnconsult.dk
+45 40 19 41 45
CFN Consult ApS
Linde Allé 1
DK-2600 Glostrup
CVR: 39 36 47 86
© 2018

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Introduction to ITIL 2011 and IT service management

  • 1. ITIL and IT Service Management - Introduction Christian F. Nissen, CFN Consult RESILIATM, ITIL®, PRINCE2® MSP®, MoP® and MoV® are Registered Trade Marks of AXELOS in the United Kingdom and other countries COBIT® is a registered trademark of the Information Systems Audit and Control Association (ISACA) and the IT Governance Institute (ITGI) TOGAFTM and IT4ITTM are trademarks of The Open Group SIAM® is a registered trademark of EXIN © 2018 of CFN Consult unless otherwise stated
  • 2. 2 Agenda 1. IT service management 2. ITIL® 3. Organization 4. Processes 5. Knowledge 6. People 7. Tools and technology 8. Qualification scheme 9. Implementation Agenda © 2018
  • 3. IT Service Management  Information technology (IT)  Service  Management 3 ITServiceManagement IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 4. Information technology  Merriam-Webster: The technology used for the processing and distribution of data  Wikipedia: Technology (computers and telecommunications equipment) used to store, retrieve, transmit and manipulate data  Techterms.com: Anything related to computing technology, such as networking, hardware, software, the Internet, or the people that work with these technologies.  I.e. applications, infrastructure, integrations and people that can be bought for money 4 ITServiceManagement © 2018
  • 5. 5 Assignment  Group 1: Give a definition of “Service”. Give examples of hotel services based on your definition  Group 2: Give examples of hotel services. Use the examples to make a definition of “Service”  Time: 10 minutes ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 6. 66 Service Examples:  An overnight stay  A meal at the restaurant  Wireless internet access A service is a means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks Services are produced while consumed ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 7. 77 Two very different views on Service Added value:  A service is an added value to a product or a solution  Examples:  Service Desk  After sales services All included:  A service includes the product or solution  Examples:  Payroll service  Workplace service ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 8. 8 Examples Services ”Non-services” Electronic mail communication PC Office Automation MS Office Electronic payroll management The Problem Management process Web hotel hosting services Service Hours Back-up service Project resources Software as a Service A firewall ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 9. 9 IT service types IT The business Business unit (internal customer) Business unit (internal customer) IT department IT department IT department External customer External customer External customer External customer External customer External customer-facing IT services Internal customer-facing IT services Supporting (IT) services Business services ITServiceManagement © 2018
  • 10. 1010 Service relationship types Overnight stay Conference Dining Wireless Internet access Cleaning Cooking Core Service Core Service Core Service Supporting Service (Enhancing) Supporting Service (Enabling) Supporting Service (Enabling) ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 11. 11 Identification of services – service lines ITServiceManagement Data Center Services Integration Services Server Hosting Services Storage Services Backup Services Network Services Database Services Print services Application Platform Services Application Services Desktop Services BusinessRelationshipServices ServiceMonitoringServices SecurityandCompliancyServices IdentityManagementServices Sales Finance R&D . . . EndUserSupportServices © 2018
  • 12. 12 Identification of services – service lines ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 13. 13 Identification of services – TBM Taxonomy ITServiceManagement © 2018 © 2016 Technology Business Management Council, All rights reserved (v2.5)2 TBM Taxonomy V2.0 (High Level View) Cost Pools Internal Services Telecom Facilities & Power Outside Services Internal Labor External Labor IT Towers End User Application Delivery IT Management Security & Compliance OutputNetworkStorageComputeData Center Services Business Units or Business Capabilities Business Unit or Business Capability Business Unit or Business Capability Business Unit or Business Capability Business Unit or Business Capability Business Unit or Business Capability BusinessViewFinanceViewITView Delivery Services Platform Services Infrastructure Services Business Application ServicesEnd User Services SoftwareHardware Other Emerging Source: Technology Business Model (TBM) Council: TBM Taxonomy V2.0 (High Level View) IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 14. 14 Service value Examples:  Accommodation close to temporary workplace  Kind staff, mountain view  Vegetarian food ITServiceManagement Value Per- cep- tions Bus. out- come Prefe- rences © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 15. 15 In the end it is about service value Examples:  Bed  Internet connection  Table  Food Examples:  Room available on the night needed  Bandwidth of the wireless access  Guest security Utility  What the customer gets - fitness for purpose  Functionality Warranty  How it is delivered - fitness for use  Availability, capacity, reliability, security, continuity, (usability, compliance) Price ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 16. Management Wikipedia:  The verb manage comes from the Italian maneggiare (to handle — especially tools), which in turn derives from the Latin manus (hand). 16 ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 17. 17 Service management? Examples:  Hotel Management  The reception  The booking process  Knowledge of the needs of the guests  Training of staff “Service management is a set of specialised organizational capabilities for providing value to customers in the form of services” ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 18. 18 How do we create value – Service assets Service Assets:  Capabilities represent a service organization’s capacity, competency, and confidence for action  Resources represent the assets of an organization.  Resources and capabilities are the basis for value creation ITServiceManagement Capabilities Resources Management Financial Capital Organization Infrastructure Processes Applications Knowledge Information People People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 19. 19 IT (resources) + Service + Management (capabilities) ITServiceManagement Service Capabilities Resources Integration Data Infrastructure PeopleMoney Systems Supporting Services Practices Organizing Knowledge Skills Applications Capabilities Supporting Services Resources Leadership ABC © 2018
  • 20. 2020 Service management ‘on a page’ Service provider Customer Consuming Process Consuming Process Utility - Fit for purpose (Functionality) Warranty - Fit for use (Availability, capacity, reliability, security, continuity, usability, compliance) Service assets: Resources Service assets: Capabilities SERVICE Knowledge Infrastructure / Tools Data / Information Consuming Process Business case (ROI / VOI) Functional requirements Application / Integration Management / Leadership Supporting services Practices (Processes) Organizing (Functions, roles) People Cost and Price Valueadded Servicepotential Valuerealized Serviceoutcome Service targets and levels Moneyspent Serviceresources ITServiceManagement © 2018
  • 21. Service resource and capability dynamics 21 ITServiceManagement © 2018
  • 22. 22 Assignment  Give examples of IT Services from your own organization  Give examples of the business value added by the identified IT Services  Give, if possible, examples of “non-services” from your existing Service Catalogues or Service Level Agreements  Categorize the services in service types  Time: 15 minutes ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 23. 23 How do we differentiate our offerings? Examples:  Guest room  Suite  Executive room  A Service Package is a detailed description of an IT Service that is available to be delivered to Customers  A Service Level Package is a defined level of Utility and Warranty for a particular Service Package ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 24. 24 Service Package Service package Core service Service Level Package Enabling service Enhancing service ITServiceManagement Service Package Supporting service Service package Service Level Package Core service © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 25. 25 Service Package Service packaging E-mail Basic Service Level Package Mobile service Spam Filter VIP Service Level Package ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 26. 26 Service packaging ITServiceManagement Service Package Support Service Service Level Package Service Package Support Service Service Package Service Level Package Core Service Core Service Service Package © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 27. 27 Service packaging ITServiceManagement Service Level Agreement Service Package 1a Service Service Service Service Global Service Portfolio Service Service Level Agreement Local ITExternal providers Local LOB Corpor- ate IT Service Service A Service Level Package Service Package 1b Service Package 1b Service Level Package Service Package 2 Service Pack. 1a Service C Service Level Package Service Package 2 Service Package 3 Service Level Agreement Service Level Agreement Service Package 1a Service B Service Pack. 1b © 2018
  • 28. 28 Assignment  Draft a Hotel Service Package (e.g. “Business traveler” or “Family stay” or “Loving couple”, with one or two Core Services, one or two Supporting Services and one or two Service Level Packages. Time: 15 minutes ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 29. 29 Did we get it? What is a Service? The following are examples of service assets:  Applications  Organization  Financial capital  Infrastructure  Knowledge  People  Processes  Management  Information Which of these are examples of resources? Which are examples of capabilities? ITServiceManagement © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 30. ITIL® and the Service Lifecycle © 2018
  • 31. 31 What is ITIL®? Once: IT Infrastructure Library – Now: ITIL®  ITIL® is a source of good practice in IT Service Management  By good practice we mean practices that are  validated across a diverse set of environments  widely distributed.  ITIL® is not a standard  ITIL® is non-prescriptive ITIL®andtheServiceLifecycle IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 32. 32 Why ITIL®? To address:  Lack of control, predictability and transparency  Low customer or user satisfaction  Unclear roles, responsibilities and expectations  Quality issues in Service Operation and Transition  High costs and inefficiency  Dependency of individuals  Issues in management of suppliers  Mergers and acquisitions  Sourcing considerations  Regulatory requirements, compliance requirements etc. ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 33. 33 Where does ITIL® come from?  ITIL Version 1 – 1986 - 1999 Function-based practice of 40+ books dealing with a variety of IT practices developed by AXELOS in the United Kingdom.  ITIL Version 2 – 1999 - 2006 Process-based practice of 10 books and the globally accepted best practice framework for IT Service Management. The most popular books were “Service Support” and “Service Delivery”  ITIL Version 3 – 2007 - 2011 Service lifecycle-based practice incorporating five lifecycle titles forming the core of ITIL® practice  ITIL 2011 Updated for consistency and clarity ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 34. 34 Where does ITIL® fit in? ISO/ IEC 20000 ITIL® Internal processes and procedures Standard Good practice Deployment ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 35. 35 How to use ITIL®?  The guidance in ITIL® has to be adopted and adapted for use in various business environments and organizational strategies ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 36. 36 What does ITIL® contain? Five lifecycle stages covered in five core publications:  Service Strategy  Service Design  Service Transition  Service Operation  Continual Service Improvement ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 37. 37 What do we mean by the Service Lifecycle? Service Strategy Service Operation Service Transition Service Design Continual Service Improvement ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 38. 38 What does Service Strategy cover? Examples:  What services should we offer and to whom?  How do we differentiate ourselves from competing alternatives?  How can we make a case for strategic investments? Guidance on how to design, develop and implement Service Management not only as an organizational capability but as a strategic asset  Determine perspective  Form a position  Craft a plan  Adopt patterns of action ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 39. 39 What does Service Design cover? Example: Design of a new conference service:  Ask the local businesses what they want (Utility and warranty)  Hire architects to design new conference facilities  Develop sales material  Hire people and assign responsibilities  Design booking process  . . . Guidance for the design and development of services and service management processes  Collect requirements  Analyze  Design  Evaluate  Procure and/or develop ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 40. 40 What does Service Transition cover? Examples:  Plan the implementation of the new conference service  Assemble and build the facilities  Train the staff in the facilities and processes  Test that the conference facilities function as they are intended to  Inspect that the facilities conform to regulations Guidance for the development of capabilities for transitioning new and changed services into operations  Plan and prepare  Build and test  Testing and pilots  Transfer, deploy, retire  Review and close ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 41. 41 What does Service Operation cover? Examples:  Host and facilitate conferences  Monitor and manage the air condition of the conference facilities  Clean and maintain the conference facilities  Measure and report the satisfaction of the conference delegates  Train new staff Guidance on achieving effectiveness and efficiency in the delivery and support of services  Monitor and control  Manage activities  Generate metrics  Provide reports ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 42. 42 What does Continual Service Improvement cover? Examples:  Improve the booking process  Improve the training program for new staff members  Renovate conference facilities after a couple of years Guidance on creating and maintaining value for customers through improved design, introduction, and operation of services  Plan  Do  Check  Act ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 43. 43 Do CheckAct Plan What does Continual Service Improvement cover? W. Edwards Deming’s quality circle MaturityLevel Time Scale Consolidation of the level reached (Baseline) ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 44. 44 SLM Live operation Operation The full service lifecycle SAC: Service Acceptance Criteria SLR: Service Level Requirement SLA: Service Level Agreement SLM: Service Level Management SDP: Service Design Package Document & agree business Requirements (Strategy & Design) Design service solution (Design) Develop service solution (Design) Build service solution (Transition) Test service solution (Transition) Strategy Design Transition Transition & Operation Involvement Improvement Business Require- ments Business Require- ments Business Require- ments Business Require- ments Project (Project Team) Design and development Pilot SAC SAC SAC SAC ✓ SAC SAC ✓ SLR SLR SLR SLR SLR SLA pilot SLA live Change Management SDP ITIL®andtheServiceLifecycle © 2018
  • 45. 45 The full service lifecycle – seen from Transition Continual Service Improvement Change Management RFC1 RFC2 RFC3 RFC4 RFC5 RFC6 Service Asset and Configuration Management BL BL BL BL BL BL Knowledge Management Service Transition Planning and Support Oversee management of organisation and stakeholder change Evaluation of a Change or Service Service Validation and Testing Service Strategy Service Design Plan & prepare release Build and test Service testing & pilots Plan & prepare deploy- ment Transfer, deploy retire Review & close service transition Service Opera- tion Early Life SupportRelease and Deployment Management E1 E2 E3 BL RFC BL E Evaluation point Baseline Request for Change Transition processes Transition support processes Other ITIL core publication ITIL®andtheServiceLifecycle © 2018
  • 46. 46 Did we get it?  Which lifecycle stages does ITIL® define?  What are the main characteristics of each of the lifecycle stages? ITIL®andtheServiceLifecycle © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 48. 48 What do we mean by roles and functions? Examples:  Hotel Manager  Receptionist  Chef  Waiter Organization IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation Examples:  Concierge  Reception desk  Kitchen Role  A set of responsibilities, activities and authorities granted to a person or team.  A role is defined in a process. Function  Organizational unit specialised to perform a certain type of work  Responsible for specific outcomes © 2018
  • 49. 49 What is a Service Owner?  The Service Owner is accountable for a specific service within an organization regardless of where the underpinning technology components, processes or professional capabilities reside  Responsibilities:  Understand and own a specified service  Act as prime Customer contact  Ensure that the Service meets agreed requirements  Improve the Service  Service Review Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 50. 50 What is a Process Owner?  A Process Owner is accountable for ensuring that her process is being performed according to the agreed and documented process and is meeting the aims of the process definition  Responsibilities:  Defining the Process strategy  Process design and documentation  Defining Key Performance Indicators (KPIs)  Improving the effectiveness and efficiency of the process  Ensure resources and training of staff Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 51. 51 Does ITIL® define other roles? Examples:  Account Manager  Contract Manager  Security Manager  Purchasing Manager  Project Director  Hotel Manager on duty  Reception Manager ITIL® roles:  Business Relationship Manager  Service Level Manager  Security Manager  Supplier Manager  Service Transition Manager  Change Manager  Incident Manager  . . . and more than 40 additional roles Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 54. 54 Which functions does ITIL® describe? ITIL® functions:  Service Desk  Technical Management  IT Operations Management  Operations Control  Facilities Management  Application Management Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 55. 55 What is a Service Desk? Examples:  The hotel reception is a single point of contact for the guests Central point of contact between the users and IT.  The objective is to restore the ‘normal service’ to the users as quickly as possible Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 56. 56 Functions – Service Desk Organizational structures  Local Service Desk  Centralized Service Desk  Virtual Service Desk  Follow-the-Sun Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 57. 57 Functions – Service Desk Local Service Desk User Technical Management Service Desk Application Management IT Operations Management 3rd Party Support Request Fulfillment UserUser User Organization © 2018
  • 58. 58 Functions – Service Desk Centralized Service Desk Technical Management Service Desk Application Management IT Operations Management 3rd Party Support Request Fulfillment Second Line Support Customer Site 1 Customer Site 2 Customer Site 3 Organization © 2018
  • 59. 59 Functions – Service Desk Virtual Service Desk Service Desk Service Knowledge Management System San Francisco Service Desk Copenhagen Service Desk Sydney Service Desk London Service Desk Paris Service Desk Beijing Service Desk Organization © 2018
  • 60. 60 Functions – Service Desk Metrics  Customer/User satisfaction  First-line resolution rate  Average time to resolve an incident  Average time to escalate an incident  Average Service Desk cost of handling an incident Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 61. 61 Did we get it?  Explain the main difference between a role and a function according to ITIL®  Identify and describe some roles and functions defined by ITIL® Organization © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 63. 63 What is a process? A process  is a set of coordinated activities combining and implementing resources and capabilities in order to produce an outcome which, directly or indirectly, creates value for an external customer or stakeholder.  takes one or more inputs and turns them into defined outputs.  includes all of the roles, responsibilities, tools and management controls required to reliably deliver the outputs. Processes IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 64. 64 Process What is a process? ? Activity Activity Activity Input Output Input Output Input Output Data, information and knowledge Desired outcome Suppliers Customer Feedback Trigger Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 65. 65 What does ITIL® include in a process?  Purpose, goal and objectives  Scope  Value to the business  Policies, principles and basic concepts  Process activities, methods and techniques  Triggers, inputs, outputs and interfaces  Key Performance Indicators (KPIs)  Information Management  Challenges, Critical Success Factors and risks Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 66. 66 Which processes does ITIL® describe? Examples:  Define and maintain the strategy for the hotel  Financial management Service Strategy  Strategy management for IT services  Service portfolio management  Financial management for IT services  Demand management  Business relationship management Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 67. 67 Which processes does ITIL® describe? Example:  Define a business case for expanding the conference facilities  Analyze and prioritize different options  Obtain funding and approval of building a new wing to the hotel  Allocate resources  Communicate to stakeholders Example: Service portfolio management Processes Define Approve Charter Analyze Service Strategy © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 68. 68 Which processes does ITIL® describe? Examples:  Create and maintain a catalogue of the hotel services  Management of capacity and availability  Management of guest security Service Design  Design coordination  Service catalogue management  Service level management  Availability management  Capacity management  IT service continuity management  Information security management  Supplier management Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 69. 69 Which processes does ITIL® describe? Example:  In the contract between a travel agency and the hotel, the following warranty levels are agreed:  Restaurant opening hours: Breakfast: 07 – 10 Lunch: 11 – 14 Dinner: 17 – 22  Room service: 24 hours a day  Delivery time: Max. 15 minutes from ordering to serving Example: Service Level Management Processes Make and enter agreements Monitor and report Instigate improvements Review & revise agreements Measure and improve satisfaction Conduct service reviews Assist with Service Catalogue Agree requirements © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 70. 70 Processes – Service level management Objectives  To ensure that a defined, documented and agreed level of IT service is provided for all current IT services and that future services are delivered to specific, measurable and agreed achievable targets  To take proactive measures to seek and implement improvements to the level of service delivered  To provide and improve the relationship and communication with the business and customers Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 71. 71 Processes – Service level management Scope  Point of regular contact and communication to the customers and business managers of an organization  Use of existing services and the potential future requirements for new or changed services  Establish and maintain SLAs for all current live services and manage the level of service provided to meet the targets and quality measurements contained within the SLAs Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 72. 72 Processes – Service level management Basic Concepts  Service Level Agreement (SLA)  Operational Level Agreement (OLA)  Underpinning Contract (UC)  Service Provider  Customer  User  Supplier Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 73. 73 Processes – Service level management Process Activities  Determine, document and agree requirements for new services in SLRs and make SLAs  Monitor and report service performance against SLAs  Collate, measure and improve customer satisfaction  Conduct service reviews and instigate improvements within an overall SIP  Review and revise SLAs and underpinning agreements  Develop relationships and manage complaints  Assist with the Service Catalogue and maintain document templates Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 74. 74 Processes – Service level management Key Metrics  The number or percentage of service targets being met  The number and severity of service breaches  The number of services with up to date SLAs  The number of service with timely reports and active service reviews  Improvements in customer satisfaction Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 75. 75 Assignment  Draft a SLA for an IT-service e.g.  Messaging (e-mail, chat)  File services (X drive)  Print services (printing from a pc to a printer)  CRM  Time: 20 minutes Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 76. 76 Which processes does ITIL® describe? Examples:  Manage and approve changes to the conference facilities  Maintain a repository of important assets owned by the hotel  Test of a new swimming pool Service Transition  Transition planning and support  Change management  Service asset and configuration management  Release and deployment management  Service validation and testing  Change evaluation  Knowledge management Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 77. 77 Which processes does ITIL® describe? Example:  A travel agency requests a new service: ”Internet connection”  The request is evaluated by the hotel (Is it profitable; what technical solutions…)  The service is implemented  Was it a success? Example: Change management Processes Record the change request Review change Plan updates Coordinate implementation Assess the change Authorize change Review and close change Request a change © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 78. 78 Processes – Change management Objectives  To respond to the customer’s changing business requirements whilst maximizing value and reducing incidents, disruption and re-work  To respond to the business for change that will align the services with the business needs  To ensure that changes are recorded, evaluated, authorized, prioritized, planned, tested, implemented, documented and reviewed in a controlled manner Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 79. 79 Processes – Change management Scope  Changes to baselined service assets and configuration items across the full Service Life Cycle Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 80. 80 Processes – Change management Basic Concepts  Service Change. The addition, modification or removal of authorized, planned or supported service or service component and its associated documentation  Normal Change  Standard Change. Pre-authorized by change management and has an accepted and established procedure to provide a specific change requirement  Emergency Change. Intended to repair an error in an IT service that is negatively impacting the business to a high degree Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 81. 81 Processes – Change management Basic Concepts – The seven Rs  Who RAISED the change?  What is the REASON for the change?  What is the RETURN required from the change?  What are the RISKS involved in the change?  What resources are REQUIRED to deliver the change?  Who is RESPONSIBLE for the build, test and implementation of the change?  What is the RELATIONSHIP between this change and other changes? Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 82. 82 Processes – Change management Key Metrics  The number of changes implemented to services which met the agreed requirements  Change success rate  Reduction in the number of disruptions to services caused by inaccurate impact assessment  Reduction in the number of unplanned changes  Reduction in the backlog of change requests Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 83. 83 Assignment  Propose a Change and Release Management policy for your organization  Time: 15 minutes Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 84. 84 Which processes does ITIL® describe? Examples:  Manage requests from the guests  Reissue card-keys when a guest has lost it  Investigate problems and eliminate the root causes Service Operation  Event Management  Incident Management  Request Fulfillment  Problem Management  Access Management Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 85. 85 Which processes does ITIL® describe? Examples:  The hotel has allocated the same room for two guests by accident and no rooms are available  A guest complains about noise  The lights are out in the lobby  The restaurant is out of milk because of a strike in the country Example: Incident management Processes Log incident Categorize incident Escalate incident Investigate and diagnose Prioritize incident Initial diagnose of incident Resolve and recover Identify incident Close incident © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 86. 86 Processes – Incident management Objectives  To restore normal service operation as quickly as possible and minimise the adverse impact on business operations  To ensure that the best possible levels of service quality and availability are maintained Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 87. 87 Processes – Incident management Scope  Any event which disrupts, or which could disrupt, a service Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 88. 88 Processes – Incident management Basic Concepts  Incident. An unplanned interruption to an IT service or reduction in the quality of an IT service  Service Request. A request from a User for information, or advice, or for a Standard Change or for access to an IT Service.  Workaround. Reducing or eliminating the impact of an incident or problem for which a full resolution is not yet available Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 89. 89 Processes – Incident management Impact Urgency Priority Target Resolution Time Priority Resolution time High Medium Low High 1 < 1 hour 2 < 8 hours 3 < 24 hours Medium 2 < 8 hours 3 < 24 hours 4 < 48 hours Low 3 < 24 hours 4 < 48 hours 5 planned Impact Urgency Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 90. 90 Processes – Incident management Basic Concepts  Timescales. Overall incident response and resolution targets  Incident Model. A way of predefining the steps that should be taken to handle a process for dealing with a particular type of incident in an agreed way  Major Incident. A definition of what constitutes a major incident must be agreed Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 91. 91 Processes – Incident management Key Metrics  Total numbers of Incidents  Breakdown of incidents at each stage  Incident backlog  Number and percentage of major incidents  Percentage of Incidents handled within agreed response time Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 92. 92 Which processes does ITIL® describe? Examples:  The same complaints are raised over and over  People got ill in the restaurant but the root cause is unknown Example: Problem management Processes Log problem Categorize problem Raise Known Error record Resolve problem Prioritize problem Investigate and diagnose Close problem Detect problem Review major problem © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 93. 93 Processes – Problem management Objectives  To prevent Problems and resulting Incidents from happening, and to eliminate recurring Incidents  To minimise the impact of Incidents that cannot be prevented Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 94. 94 Processes – Problem management Scope  All activities required to diagnose the root cause of incidents and to determine the resolution of those problems  Reactive and proactive problem activities Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 95. 95 Processes – Problem management Basic Concepts  Problem. The unknown cause of one or more Incidents  Known Error. A Problem that has a documented root cause and a workaround  Resolution. Action taken to repair the root cause of an Incident or problem, or to implement a workaround Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 96. 96 Processes – Problem management Basic Concepts  Known Error Data Base (KEDB). A database containing all Known Error records. The Known Error database is part of the Service Knowledge Management System  Problem Model. To ensure quicker diagnosis, the creation of a Problem Model for handling problems in the future may be helpful Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 97. 97 Processes – Problem management Key Metrics  Total numbers of problems  Number of repeat incidents for each IT service  Percentage of incidents closed by the service desk without reference to other levels of support  Average incident resolution time for those incidents linked to problem records  Problem backlog Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 98. 98 Which processes does ITIL® describe? Examples:  Measure the satisfaction of the guests  Continually improve the services and processes of the hotel Continual Service Improvement  The seven-Step Improvement Process Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 99. 99 Which processes does ITIL® describe? Identify: Vision & Strategy Tactical Goals Operational Goals 5. Analyze the data 6. Present and use the information 7. Implement corrective action 1. Define what you should measure 2. Define what you can measure 3. Gather the data 4. Process the data Processes Example: The seven-step improvement process © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 100. 100 Did we get it?  According to ITIL®, what is a process?  Which elements does ITIL® include in a process definition? Processes © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 102. 102 How do we manage Service Knowledge? Examples:  Which services are the most profitable to invest in: Overnight stay, dining or conference services?  How should our sales brochures and web pages look? Service Portfolio  The complete set of Services that are managed by a service provider.  Supports management of investments in all services Service Catalogue  The only part of the Service Portfolio published to customers  Supports the sale and delivery of services. IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation Knowledge © 2018
  • 103. 103 How do we manage Service Knowledge? Examples:  How do we agree on the service level of a stay at the hotel?  How do we register assets such as rooms, beds and restaurant tables and their impact on the services and the guests? Service Level Agreement  An agreement between an IT Service Provider and a Customer.  Documents service level targets Configuration Management System  A set of tools and databases that are used to manage an IT Service Provider's Configuration data. Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 104. 104 What is the purpose of a Service Portfolio? Examples:  What value does an overnight stay at our hotel provide to the guest compared to comparative hotels?  Which supporting services, resources and capabilities are needed to provide our conference service?  What risks are associated with our dining services? A Service Portfolio clarifies:  Why a customer should buy these services?  Why they should buy these services from us?  What the pricing or chargeback models are?  What our strengths, weaknesses, priorities and risks are?  How our resources and capabilities should be allocated? Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 105. 105 How are the Portfolio and Catalogue interrelated? Customer viewable section of the Service Portfolio Service Knowledge Management System Service Portfolio Service Status Requirements Defined Analyzed Approved Chartered Designed Developed Built Tested Released Operational Retired Service Pipeline Service Catalogue Retired Services Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 106. Service management architecture 106 Retired services Live services Pipeline services Market A Service Catalogue Core service Core service Enhancing service Enabling service Service Portfolio Enabling service Service Level Agreement Service Package Enhancing service Core service Supporting service + Service level package + Service Package Core service Service Package + Service level package + Service Level Agreement Customer 1 Service Catalogue Service Level Agreement Knowledge © 2018
  • 107. 107 Service Portfolio Options  Retain – aligned with and relevant to the organization’s strategy  Replace – unclear and overlapping business functionality  Rationalize – composed of multiple releases of the same CI’s  Redesign – display fuzzy process or system boundaries  Renew – meet functional fitness criteria, but fail technical fitness  Retire – do not meet minimum levels of technical and functional fitness Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 108. 108 Example attributes of a Service Portfolio  Service ID  Service Name Service Description  Service Type  Service Status  Value Proposition  Outcome  Perceptions  Preferences  Business cases (ROI)  Service Risks  Offerings and packages  Pricing and charge back  Cost (Resources engaged)  Strategy (Retain, Replace, Rationalize, Refactor, Renew, Retire) Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 109. 109 Example attributes of a Service Portfolio  Supported business processes  Policies  Supporting Services  Business Owner(s)  Business Unit(s)  Service Delivery Manager(s)  Business Contacts  Escalation Contacts  Suppliers  Business Impact  Business Priority (Critical, high, medium, low, none) (e.g. Public x Users x Dept. criticality x revenue x product/legal)  SLA  Service Hours  Ordering and request procedures and conditions  Service Reports  Service Reviews  Security Rating Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 110. 110 Assignment  Define a service entry in the Service Portfolio for an IT Service in your organization  Identify and justify the attributes needed to describe the service entry  For each attribute state the  Format  Valid values (if relevant)  Relationships (related to attributes of other services)  Mandatory / optional  Source  Maintenance (source and responsible)  Audit / verification (source and responsible)  Time: 20 minutes Knowledge IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 111. 111111 How do we manage Service Levels? Customer Service Provider Service Level Agreement (SLA) Operational Level Agreement (OLA) Underpinning Contract (UC) Customer Internal Support Team External Supplier Service Level Agreement (SLA) Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 112. 112112 How do we manage Service Levels? Knowledge © 2018 Availability •Service Availability •Service Reliability •Service Performance •Batch turn-around times •Service Support Capacity • Capacity Security • IT Security Management • Compliance • Access to the service Continuity • Backup • Restore • Releases Warranty Agreed Service Time • Service hours • Service provider maintenance windows • Support hours • Back up windows • Customer maintenance windows Compliance Usability IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 113. 113 How do we manage the configuration? Logical Configuration Model Supported by Hosted UsesBooking System Booking support service Technical service Infrastructure service Conference Service Contract Customer Service level package Service portfolio Availability User experience Business logic Projector Video Conferen- cing Wireless Access Rooms Chairs and Tables Toilets Knowledge © 2018
  • 114. 114 How do we manage configuration data? Information Integration Layer Configuration Management System (CMS) Presentation Layer (views) (Search, Browse, Store, Retrieve, Update, Publish, Subscribe, Collaborate) Knowledge Processing Layer (Query & Analysis, Reporting, Performance Management, Modeling, Monitoring) Integrated Asset and Configuration Management Data and Information Sources Change Data Documents CMDB 1 CMDB 2 DML A DML B CMDB: Configuration Management Data Base DML: Definitive Media Library Discovery data Release data Knowledge © 2018
  • 115. 115 How does service knowledge emerge? Data Information Knowledge Wisdom Who, what, when, where? How? Why? Understanding Context Knowledge IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 116. 116 How do we manage service knowledge? Service Knowledge Management System (SKMS) - Knowledge - Configuration Management Databases - Data - Configuration Management System (CMS) - Information - Decisions - Wisdom - Knowledge IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 117. 117 Did we get it?  What is the purpose of  the Service Portfolio?  the Service Catalogue(s)?  the Service Level Agreements?  What are the relationships between the Service Portfolio, Service Catalogue(s) and Service Level Agreements ? Knowledge © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 119. 119 How do we manage people? Examples:  How many staff members do we need during the night? In the weekend?  How do we deal with check-out workload in the morning?  What skills does a receptionist need?  How do we train new waiters?  How do we keep our good people? Staffing Considerations  Staffing Levels  Skill Levels  Training  Staff Retention  Super Users People IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 120. 120 Why is organizational change essential? Examples:  As part of the introduction of the new conference service the booking process is changed  Likewise the organization is changed and a conference team is formed  With the introduction of conference services a new customer segment and its understanding of value has to be understood by the staff Organizational Change  Service Management’s basic role is to design, implement and operate new or changed services, effectively making the organization different than it was before  Without change, progress does not happen People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 121. 121 Why don’t we see the need for change? Complacency Absence of a major and visible crisis Too many visible resources Low overall performance standards Narrow functional goals Wrong performance indexes Lack of sufficient external performance feedback A kill-the-messenger- of-bad-news culture Denial if people are busy or stressed Too much happy talk John P. Kotter, HBR march/april 1995 People © 2018
  • 122. 122 What are the ingredients of organizational change? Examples:  The personnel of the hotel must see the need for the change in attitude and habits when introducing the conference service  They need to see the “big picture” of the new service  A plan for how to introduce the new service must be crafted and maintained  The necessary resources and conference competences must be provided Five basic ingredients of organizational change:  Necessity  Vision  Plan  Resources  Competence People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 123. 123 How do people react to organizational change? The emotional cycle of organizational change Time Performance shock avoidance external blame self blame acceptance optimum performance People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 124. 124 How do we manage organizational change? Examples:  Be honest to the personnel about the threats to the hotel  Put together a group of people with enough power to lead the change  “Paint” the picture of the future hotel with its brand new conference services and facilities  Use every vehicle possible to constantly communicate the new vision Eight steps of creating organizational change : 1. Establishing a sense of urgency 2. Forming a powerful guiding coalition 3. Creating a vision 4. Communicating the vision People John P. Kotter, HBR march/april 1995 © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 125. 125 How do we manage organizational change? Examples:  Get rid of obstacles and change the systems and structures of the hotel that undermine the change  Be ready to arrange small successful conferences as soon as possible  Hire, promote and develop the people who can implement the conference services  Ensure that new habits are anchored in the teams and bad habits are eliminated Eight steps of creating organizational change : 5. Empowering others to act on the vision 6. Planning for and creating short-term wins 7. Consolidating improvements and producing more change 8. Institutionalizing the change People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 126. 126 What can we do to change the organization? Examples:  Train staff in the use of the conference technologies  Involve the staff in the design of the new conference service  Coach the reception in how to handle conference guests  Make agreements on changed working hours  Be consequent to staff members who will not collaborate Organizational change strategies  Education and commitment  Participation and involvement  Facilitation and support  Negotiation and agreement  Manipulation and co- option  Explicit and implicit coercion People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 127. 127 How do we communicate change? Example: Communication plan:  Message: “We need to implement new processes and understand the needs of conference delegates”  Audience: Staff members and suppliers  Timing: Weekly communication  Method: Team meetings and coaching  Feedback: Anonymous in a box behind the reception Communication strategy and plan:  Who is the messenger?  What is the message?  Who is the target audience?  Timing and frequency of communication  Method of communication  Provide a feedback mechanism People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 128. 128 Did we get it?  What should you consider  when staffing a Service Desk?  when introducing a major organizational change such as new or changed IT Service Management practices? People © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 130. 130 How can tools support Service Management? Toolsandtechnology Technology Customer Service Provider Technology-Free Technology Customer Service Provider Technology-Assisted Technology Customer Service Provider Technology-Facilitated Technology Customer Service Provider Technology-Mediated Technology Customer Service Provider Technology-Generated (Self-Service) © 2018
  • 131. 131 Which types of tools are useful? Examples:  The bell  Internet booking  Asset register  Invoicing system  Report on monthly occupancy rates  Customer satisfaction survey system IT Service Management suites  Workflow management  Portfolio and contract management  Integrated configuration management  Self-service Administrative and analytical tools  Analysis, simulation and modeling  Reporting and dashboard Toolsandtechnology IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation © 2018
  • 132. 132 Which types of tools are useful? Examples:  Heat monitoring system  Automated control of curtains due to sunshine  Inter-TV system  Video monitoring of luggage room  Security log IT Infrastructure Management tools  Monitoring  Event logging and management  Diagnostic utilities  Job scheduling  Automation  Discovery  Remote control  Security control Toolsandtechnology © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 133. 133 Which types of tools are useful? Examples:  Release management of the restaurant menu  Test tools to manage test requirements, specifications and results of test of new conference equipment Software and Application Management tools  Release management and version control  Test and validation management  Deployment management  License management Toolsandtechnology © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 134. 134 What should you consider?  Choose scalable solutions (number of processes, number of users, transaction volumes etc.)  Choose tools that can be integrated – even though you don’t plan to integrate them now  Focus on supporting or automating key activities of the processes  Automate simple activities like Service requests and Standard changes first  Use as much “out-of-the box” functionality as possible  Only pay for the modules or parts of the tools that you actually use Toolsandtechnology © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 135. 135 Did we get it?  What kind of tools and technologies support the practices of each of the ITIL® lifecycle stages?  What should you consider when underpinning your IT Service Management processes with tools and technology? Toolsandtechnology © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 137. The ITIL® Qualification Scheme ITIL Foundation PPOOSA Capability modules RCV SOASS SD ST SO CSI Lifecycle modules Managing Across the Lifecycle ITIL Expert ITIL Master OSA: Operational Support & Analysis PPO: Planning, Protection & Optimization RCV: Release, Control & Validation SOA: Service Offerings & Agreements ITILQualificationscheme 137 © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 139. 139 Implementation approaches  Design  Belief: Service provision capabilities can be designed, implemented and managed  The role of ITIL®: An ideal model for service management  Kaizen  Belief: Service provision can be managed and improved through continuous incremental improvement cycles  The role of ITIL®: A set of best practices used as inspiration  Emergence  Belief: Service provision can not really be managed – it emerges over time through complex responsive processes  The role of ITIL®: Narrative or propositional themes that organize experience – a myth, ideology or the like IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation Implementation © 2018
  • 140. 140 Implementation – the cynefin framework Implementation http://youtu.be/Miwb92eZaJg David Snowden, 2002, 2007, 2014 Disorder_ Complex Probe Sense Respond Emergent Practice _ Complicated Sense Analyze Respond Good Practice Chaotic Act Sense Respond Novel Practice Simple/obvious Sense Categorize Respond Best Practice Complacency © 2018 IT Service Management ITIL® Organization Processes Knowledge People Tools & Technology Qualification Scheme Implementation
  • 142. Contact 142 Christian F. Nissen cfn@cfnconsult.dk +45 40 19 41 45 CFN Consult ApS Linde Allé 1 DK-2600 Glostrup CVR: 39 36 47 86 © 2018