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Carlos	
  Mendes	
  	
                                                       Miguel	
  Mira	
  da	
  Silva	
  	
  
              carlos.mendes@ist.utl.pt	
                                                   mms@ist.utl.pt	
  



2/17/11	
                   Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
                                  1	
  
•  We’ve	
  a	
  service	
  catalogue	
  and	
  now	
  what?	
  

•  Manage	
  the	
  requests	
  made	
  over	
  it	
  

•  Evaluate	
  the	
  soluBon	
  in	
  two	
  companies	
  	
  
         –  monitored	
  8	
  metrics	
  	
  



2/17/11	
                        Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     2	
  
•  How	
  to	
  implement?	
  

•  What	
  are	
  the	
  the	
  relaBons	
  between	
  requests	
  
   and	
  other	
  concepts?	
  




2/17/11	
              Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     3	
  
•  Service	
  catalogue	
  can	
  become	
  obsolete	
  	
  

•  IT	
  managers	
  cannot	
  establish	
  relaBons	
  
   between	
  the	
  service	
  results	
  and	
  the	
  elements	
  
   that	
  work	
  together	
  to	
  achieve	
  those	
  results	
  




2/17/11	
              Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     4	
  
•  ITIL:	
  “a	
  means	
  of	
  delivering	
  value	
  to	
  customers	
  by	
  facilitaBng	
  
   outcomes	
  customers	
  want	
  to	
  achieve	
  without	
  the	
  ownership	
  
   of	
  specific	
  costs	
  or	
  risks”	
  	
  

•  DicBonary:	
  “is	
  associated	
  with	
  intangibility,	
  being	
  defined	
  as	
  
   an	
  acBon,	
  not	
  a	
  thing,	
  which	
  cannot	
  be	
  stored	
  or	
  reused”	
  
•  Restaurant	
  example	
  




2/17/11	
                        Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
        5	
  
Defini3on	
                                                                                          Elements	
  
•      Is	
  an	
  acBon	
  not	
  a	
  thing	
  and	
  is	
  intangible	
                          •      Name	
  	
  
                                                                                                    •      DescripBon	
  
•      Is	
  simultaneously	
  produced	
  and	
  consumed	
                                        •      Image	
  
•      Responds	
  to	
  idenBfied	
  needs	
                                                        •      Categories	
  
                                                                                                    •      Base	
  Features	
  	
  
•      Can	
  be	
  sold	
  to	
  external	
  companies	
                                           •      Base	
  Cost	
  	
  
•      Uses	
  capabiliBes	
  and	
  resources	
                                                    •      OpBonal	
  Features	
  
•      Follows	
  a	
  delivery	
  process	
                                                        •      Exclusions	
  
                                                                                                    •      Prerequisites	
  
•      May	
  contain	
  tangible	
  results	
                                                      •      State	
  
•      Is	
  described	
  with	
  user	
  terms	
                                                   •      Service	
  Level	
  Agreements	
  (SLA)	
  	
  
                                                                                                    •      Validity	
  	
  
                                                                                                    •      Service	
  Owner	
  
                                                                                                    •      Needs	
  Approval	
  
                                                                                                    •      Delivery	
  Process	
  

2/17/11	
                                   Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
                                             6	
  
•  Although	
  the	
  current	
  frameworks	
  idenBfy	
  the	
  principal	
  
   aspects	
  of	
  what	
  a	
  service	
  catalogue	
  is,	
  they	
  fail	
  to	
  explain	
  how	
  
   to	
  implement	
  this	
  concept	
  

•  What	
  is	
  the	
  difference	
  between	
  incident,	
  change	
  and	
  service	
  
   request?	
  	
  

•  How	
  to	
  manage	
  the	
  service	
  request	
  lifecycle?	
  




2/17/11	
                          Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
         7	
  
2/17/11	
     Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     8	
  
•  Service	
                                                         •  Delivery	
  Date	
  	
  

•  User	
  	
                                                        •  Validity	
  Date	
  	
  

•  Receiver	
  	
                                                    •  OpBonal	
  Features	
  

•  Way	
  of	
  Request	
  	
                                        •  Service	
  Level	
  Agreements	
  

•  Request	
  Date	
  	
                                             •  Total	
  Cost	
  	
  

•  Approval	
  Date	
  	
                                            •  State	
  

2/17/11	
                         Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
                 9	
  
•  Receiver	
  –	
  Receives	
  the	
  service	
  requests	
  

                                                                                                Customer	
  
•  User	
  –	
  Requests	
  the	
  services	
  
                                                                                                Side	
  

•  Approver	
  –	
  Approves	
  and	
  pays	
  the	
  service	
  requests	
  

•  IT	
  Technician	
  –	
  Fulfils	
  the	
  service	
  requests	
  

                                                                                                Provider	
  
•  Service	
  Owner	
  –	
  Manages	
  the	
  service	
  lifecycle	
  
                                                                                                Side	
  

•  Service	
  Provider	
  –	
  Manages	
  the	
  Service	
  Owners	
  

2/17/11	
                        Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
             10	
  
2/17/11	
     Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     11	
  
•  Two	
  private	
  companies	
  
         –  a	
  sodware	
  factory	
  (with	
  12	
  employees)	
  	
  
         –  a	
  private	
  company	
  with	
  around	
  100	
  employees	
  


•  The	
  service	
  requests	
  were	
  registered	
  in	
  a	
  prototype	
  




2/17/11	
                              Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     12	
  
1.       Number	
  of	
  Service	
  Requests	
  processed	
  
2.       Request	
  Fulfillment	
  cost	
  
3.       Hours	
  worked	
  against	
  budget	
  
4.       Time	
  of	
  day	
  Requests	
  have	
  been	
  submieed	
  
5.       Number	
  of	
  presently	
  unanswered	
  Requests	
  
6.       Number	
  of	
  Requests	
  that	
  have	
  stopped	
  dead	
  in	
  the	
  process	
  
7.       Number	
  of	
  bypasses	
  to	
  the	
  process	
  
8.       Percentage	
  of	
  Service	
  Requests	
  through	
  the	
  process	
  




2/17/11	
                           Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     13	
  
 SoBware	
  Factory	

   Implement	
  New	
        Change	
  Existent	
               Correc3ons	
  to	
  
                                  Features	

               Features	

               Existent	
  Features	

             Manag.	

       Total	

Requests	

                              175	

                         87	

                                45	

           72	

         379	

Requests	
  (%)	

                      46,17	

                     22,96	

                             11,87	

           19	

         100	

Total	
  Effort	
  (h)	

               5191,8	

                   1378,6	

                       1015,05	

            1571,05	

     9156,5	

Effort	
  (%)	

                          56,7	

                    15,06	

                         11,09	

              17,16	

        100	

Effort/Request(h)	

                     29,67	

                     15,85	

                             22,56	

          21,82	

     24,16	

Effort/Budget(%)	

                      100,5	

                   109,24	

                         104,17	

              97,57	

     101,6	



	
  2º	
  Organiza3on	

    Implement	
  New	
        Change	
  Existent	
  
                                  Features	

               Features	

                                              Management	

        Total	

Requests	

                               162	

                     195	

                                                    2	

        359	

Requests	
  (%)	

                   45,13	

                     54,32	

                                                  0,56	

        100	

Total	
  Effort	
  (h)	

                  381	

                 208,05	

                                                  1,25	

      590,3	

Effort	
  (%)	

                      64,54	

                     35,24	

                                                  0,21	

        100	


Effort/Request	
  (h)	

                   2,35	

                      1,07	

                                                0,63	

      1,64	


Effort/Budget	
  (%)	

                 100,59	

                    100,53	

                                                  100	

   100,57	



 2/17/11	
                                 Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
                                      14	
  
80	
  

                                        70	
  
         Number	
  of	
  requests	
  



                                        60	
  

                                        50	
  

                                        40	
  

                                        30	
  

                                        20	
  

                                        10	
  

                                          0	
  
                                                  8h	
     9h	
   10h	
   11h	
   12h	
   13h	
   14h	
   15h	
   16h	
   17h	
   18h	
   19h	
   20h	
   21h	
   22h	
   23h	
   24h	
  

                                                                                    Sodware	
  Factory	
                      2º	
  OrganizaBon	
  




2/17/11	
                                                                           Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
                                              15	
  
Metrics	
                                              SoBware	
  Factory	
   2º	
  Organiza3on	
  
    Metric	
  5	
     number	
  of	
  presently	
                                                   116	
             16	
  
                      unanswered	
  requests	
  
    Metric	
  6	
     number	
  of	
  requests	
  that	
  have	
                                       0	
             0	
  
                      stopped	
  dead	
  in	
  the	
  process	
  
    Metric	
  7	
     number	
  of	
  bypasses	
  to	
  the	
                                          0	
             0	
  
                      process	
  
    Metric	
  8	
     percentage	
  of	
  service	
  requests	
                                   100%	
            100%	
  
                      through	
  the	
  process	
  	
  




2/17/11	
                                    Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
                              16	
  
•  Close	
  the	
  Gap	
  3	
  and	
  Gap	
  4	
  

•  An	
  opportunity	
  to	
  predict	
  the	
  demand	
  

•  Formal	
  communicaBon	
  means	
  with	
  the	
  
   customers	
  



2/17/11	
                   Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     17	
  
•  What	
  are	
  the	
  elements	
  that	
  most	
  contribute	
  
   to	
  service	
  quality?	
  

•  How	
  do	
  customers	
  perceive	
  IT	
  services?	
  

•  What	
  is	
  actually	
  affecBng	
  and	
  determining	
  
   their	
  quality	
  judgement?	
  	
  


2/17/11	
              Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     18	
  
carlos.mendes@ist.utl.pt	
  




              carlos_mm_mendes	
  




              hep://pt.linkedin.com/in/carlosmanuelmendes	
  




2/17/11	
                       Carlos	
  Mendes	
  and	
  Miguel	
  Mira	
  da	
  Silva	
     19	
  

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Implementing a request fulfillment process

  • 1. Carlos  Mendes     Miguel  Mira  da  Silva     carlos.mendes@ist.utl.pt   mms@ist.utl.pt   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   1  
  • 2. •  We’ve  a  service  catalogue  and  now  what?   •  Manage  the  requests  made  over  it   •  Evaluate  the  soluBon  in  two  companies     –  monitored  8  metrics     2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   2  
  • 3. •  How  to  implement?   •  What  are  the  the  relaBons  between  requests   and  other  concepts?   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   3  
  • 4. •  Service  catalogue  can  become  obsolete     •  IT  managers  cannot  establish  relaBons   between  the  service  results  and  the  elements   that  work  together  to  achieve  those  results   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   4  
  • 5. •  ITIL:  “a  means  of  delivering  value  to  customers  by  facilitaBng   outcomes  customers  want  to  achieve  without  the  ownership   of  specific  costs  or  risks”     •  DicBonary:  “is  associated  with  intangibility,  being  defined  as   an  acBon,  not  a  thing,  which  cannot  be  stored  or  reused”   •  Restaurant  example   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   5  
  • 6. Defini3on   Elements   •  Is  an  acBon  not  a  thing  and  is  intangible   •  Name     •  DescripBon   •  Is  simultaneously  produced  and  consumed   •  Image   •  Responds  to  idenBfied  needs   •  Categories   •  Base  Features     •  Can  be  sold  to  external  companies   •  Base  Cost     •  Uses  capabiliBes  and  resources   •  OpBonal  Features   •  Follows  a  delivery  process   •  Exclusions   •  Prerequisites   •  May  contain  tangible  results   •  State   •  Is  described  with  user  terms   •  Service  Level  Agreements  (SLA)     •  Validity     •  Service  Owner   •  Needs  Approval   •  Delivery  Process   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   6  
  • 7. •  Although  the  current  frameworks  idenBfy  the  principal   aspects  of  what  a  service  catalogue  is,  they  fail  to  explain  how   to  implement  this  concept   •  What  is  the  difference  between  incident,  change  and  service   request?     •  How  to  manage  the  service  request  lifecycle?   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   7  
  • 8. 2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   8  
  • 9. •  Service   •  Delivery  Date     •  User     •  Validity  Date     •  Receiver     •  OpBonal  Features   •  Way  of  Request     •  Service  Level  Agreements   •  Request  Date     •  Total  Cost     •  Approval  Date     •  State   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   9  
  • 10. •  Receiver  –  Receives  the  service  requests   Customer   •  User  –  Requests  the  services   Side   •  Approver  –  Approves  and  pays  the  service  requests   •  IT  Technician  –  Fulfils  the  service  requests   Provider   •  Service  Owner  –  Manages  the  service  lifecycle   Side   •  Service  Provider  –  Manages  the  Service  Owners   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   10  
  • 11. 2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   11  
  • 12. •  Two  private  companies   –  a  sodware  factory  (with  12  employees)     –  a  private  company  with  around  100  employees   •  The  service  requests  were  registered  in  a  prototype   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   12  
  • 13. 1.  Number  of  Service  Requests  processed   2.  Request  Fulfillment  cost   3.  Hours  worked  against  budget   4.  Time  of  day  Requests  have  been  submieed   5.  Number  of  presently  unanswered  Requests   6.  Number  of  Requests  that  have  stopped  dead  in  the  process   7.  Number  of  bypasses  to  the  process   8.  Percentage  of  Service  Requests  through  the  process   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   13  
  • 14.  SoBware  Factory Implement  New   Change  Existent   Correc3ons  to   Features Features Existent  Features Manag. Total Requests 175 87 45 72 379 Requests  (%) 46,17 22,96 11,87 19 100 Total  Effort  (h) 5191,8 1378,6 1015,05 1571,05 9156,5 Effort  (%) 56,7 15,06 11,09 17,16 100 Effort/Request(h) 29,67 15,85 22,56 21,82 24,16 Effort/Budget(%) 100,5 109,24 104,17 97,57 101,6  2º  Organiza3on Implement  New   Change  Existent   Features Features Management Total Requests 162 195 2 359 Requests  (%) 45,13 54,32 0,56 100 Total  Effort  (h) 381 208,05 1,25 590,3 Effort  (%) 64,54 35,24 0,21 100 Effort/Request  (h) 2,35 1,07 0,63 1,64 Effort/Budget  (%) 100,59 100,53 100 100,57 2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   14  
  • 15. 80   70   Number  of  requests   60   50   40   30   20   10   0   8h   9h   10h   11h   12h   13h   14h   15h   16h   17h   18h   19h   20h   21h   22h   23h   24h   Sodware  Factory   2º  OrganizaBon   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   15  
  • 16. Metrics   SoBware  Factory   2º  Organiza3on   Metric  5   number  of  presently   116   16   unanswered  requests   Metric  6   number  of  requests  that  have   0   0   stopped  dead  in  the  process   Metric  7   number  of  bypasses  to  the   0   0   process   Metric  8   percentage  of  service  requests   100%   100%   through  the  process     2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   16  
  • 17. •  Close  the  Gap  3  and  Gap  4   •  An  opportunity  to  predict  the  demand   •  Formal  communicaBon  means  with  the   customers   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   17  
  • 18. •  What  are  the  elements  that  most  contribute   to  service  quality?   •  How  do  customers  perceive  IT  services?   •  What  is  actually  affecBng  and  determining   their  quality  judgement?     2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   18  
  • 19. carlos.mendes@ist.utl.pt   carlos_mm_mendes   hep://pt.linkedin.com/in/carlosmanuelmendes   2/17/11   Carlos  Mendes  and  Miguel  Mira  da  Silva   19