| Friday, 18 September 2009 |
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"It is not necessary to change. Survival is not mandatory" - W Edwards Deming Introducing Service Management into an organisation need not be viewed as the huge project that many people seem to think it must necessarily entail. In fact, a good way of going about the task is to think of it as a Service Improvement Programme or a Continual Service Improvement Programme (CSIP).
Most organisations considering implementing Service Management already have several, or perhaps many of the ITIL processes in place. For example, it is difficult to see how an IT department could serve its customers without having at least something that approximates to a Service Desk and, at very least, an Incident Management process, no matter how immature, already in place. Similarly, the existing IT staff will already be using a toolset that provides some kind of mechanism for recording, tracking and closing incidents.
So, in many ways, the organisation will already be engaged in Service Management to some extent - even if it is a very limited implementation. The Service Improvement Programme approach, then, is not only a valid option, but a sensible one. The operation can utilise the Continual Service Improvement (CSI) approach to get from its current state to its desired future state.
Here are the steps:
* Where are we Now? * Where do we Want to Be? * How will we Get There? * How will we know we have Arrived?
Those four simple steps are the steps of a Service Improvement Programme. An organisation with just a Service Desk and Incident Management process in place might elect to focus on introducing Problem Management, for example; or perhaps, simply improving their existing Incident Management process. This can be properly planned, executed and bedded-in before considering what to do next.
Continuing in this manner, using cycles of improvement, you effectively have a Continuous Service Improvement Programme. ITIL has value for the organisation since it provides the overarching, grand vision to which these cycles of improvement will be working. This approach can be very powerful. You don't have the potential disruption and other challenges associated with managing a larger-scale project and over the course of time, you can achieve significant improvement.
In adopting this approach, after each individual cycle (programme), you would stop and take steps to consolidate your position before eventually deciding to move-on. This means ensuring that the improvements are driven deeply into the working methods of the people who are responsible for your service provision. It is better to do one cycle of improvement well than to attempt to implement a whole raft of changes and, as a consequence, end-up doing them all poorly.
Let's take a look at each of the steps of a Service Improvement Programme:
Where are we Now?
This step involves the activity usually known as 'baselining'. The idea is to take some kind of measurement of your current position. If you wanted to improve Incident Management, for example, you might use one of the process maturity measurement frameworks, such as CMMI (Capability Maturity Model Integration), to assess the current level of maturity of your existing process. Alternatively, the baselining step might simply involve taking some simple measurements such as the number, or percentage, of incidents correctly classified at first point of contact. The idea is to take a measurement (or measurements) that can be later used to prove that an improvement did indeed result.
Where do we Want to Be?
This involves setting a specific, measurable goal for the improvement programme. Remember the SMART acronym? Goals should be:
S - SpecificM - MeasureableA - Achievable R - RealisticT - Timetabled
For example, you might have a goal to improve the number of incidents correctly classified from the existing 50% to a desired 80% (just an example) within the next one month period. Notice how that goal is (SMART).
How do we Get There?
Generate a plan for the introduction of the improvement - whatever it is. This plan should contain everything necessary to get the change successfully implemented. If your organisation already has Change Management in place, for example, it would include the RFCs (Requests for Change) necessary to introduce the change initiative. If your operation does not yet have formal Change Management in place, then the plan would make use of existing internal processes for introducing change.
How will we know we've Arrived?
This is again down to measurement. If your goal had been to improve Incident Management, for example, then perhaps you might expect to see some of the following measureable outcomes:
* Increased Customer Satisfaction * Better Classification of Incidents at First Point of Contact * Quicker & More Accurate Escalation of Incidents * Reduced Time-to-Fix/Respond to Incidents
If you already have Problem Management in place, then additional measureable outcomes might include:
* Better use of KEDB (Known Error Database) * Reduced Impact of Incidents Using Workarounds * Better Handling of Major Incidents * Improved Identification of Problems at the Service Desk The above items can all be measured and could all be a part of the initial baselining step (Where are we Now?). They can then be compared to the new measurements taken after the improvement initiative.
Which Improvements to Target
Using the above approach, significant improvement can be made over the course of time with minimum disruption to Business-as-Usual operation. The challenge is to choose the improvements that will deliver the most benefits. Of course, getting a few quick-wins is a very useful approach that will help to gain buy-in from those most-affected by the changes. So this should always be taken into account when prioritising improvement initiatives.
A Particular challenge for many organisations is the matter of Configuration Management. A lot of organisations are not doing it, at present, or are not doing it well. A good CMS (Configuration Management System) with a strong process well-integrated with Change and Release Management processes is right at the heart of effective Service Operations. Getting these things right can lead to huge benefits to the business in terms of cost-savings realised from minimised disruption from necessary change.
In addition, a good Service Catalogue properly integrated within a Portfolio of services will help to get everyone in IT into the Service Management mindset i.e. that IT's job is that of providing services to the business; rather than just keeping the infrastructure working. Good tools can help to get these things right but it is important to choose tools that work the way you want.
Will we Ever Finish Implementing Service Management?
Perhaps the best answer to this is - no!
These days, Service Management is seen much more as a dynamic entity. There will always be changes to cope with; and we will always be finding better ways of dealing with that change. We will always be adapting our thinking as well as our working methods and tools, so Service Management is always likely to be a journey; and not a destination.
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posted by The White Dove Partnership @
00:46
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| Thursday, 17 September 2009 |
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“Stakeholder engagement has been floating around like the spice of good cooking from next door, and the sense has been that if we all could share some of that spice, everything would be better. But there's been no recipe for doing it and doing it well.” - Mark Lee Organisations looking to introduce Service Management based on ITIL will want to be sure that it is the right thing to do. Sometimes, the IT department will be convinced of the benefits of pursuing an ITIL approach, but it is then left with the task of convincing the Business. So how should this issue be tackled. That's the subject of this lesson.
It is useful to bear in mind the goals of ITIL which are broadly threefold:
* Improve the Quality of Services Offered * Reduce Associated Costs * Improve Alignment between IT and the Business
The above goals are indeed also the promised benefits of Service Management; and it is easy to see where some of those benefits will come from. For example, if better Change and/or Release Management results in more change projects that work first time, then that translates directly into reduced downtime and therefore cost savings for the business. Similarly, if understanding the business requirements is a key to delivering better quality services, then it is easy to see how implementing Service Level Management (responsible for that dialogue) would help in this respect. It is also easy to see how Service Portfolio Management, which effectively manages the Service Pipeline (possible future services), leads to closer alignment between IT and the business.
Sometimes, the above considerations are alone sufficient reason to consider adopting Service Management. For those requiring a more detailed analysis of the benefits of Service Management, here's how to go about making a Business Case.
Making a Proper Business Case
The first things to consider in the preparation of a Business Case are the benefits that an organisation can expect from implementing Service Management. A good way of looking at this is to consider each of the phases of the V3 Service Lifecycle because each individual phase delivers tangible benefits to the Business.
Value to the Business of Service Strategy
• Better Alignment of IT and the Business • Ensures The Right Services are Offered in the Catalogue • Proactively Managing Demand for Services • Develops Service Management as a Strategic Asset of the Business • Proper Business Case for New Services
Value to the Business of Service Design
• Reduced Total Cost of Ownership (TCO) through better design • Improved Quality of Service through better design • Improved Consistency of Service Delivery • Easier Implementation of New/Changed Services • Improved Service Alignment with changing business requirements
Value to the Business of Service Transition
• Ability to Adapt Quickly to Change • Better Able to Cope with Mergers/De-Mergers • Increased Success Rate for Changes • Accurate Prediction of Service Levels • Proper Understanding of Risk
Value to the Business of Service Operation
• Overcoming Operational Challenges • Balancing Competing Internal and External Influences/Demands on IT • Balancing Proactive and Reactive Activities • Balancing Cost and Quality of Services • Balancing a stable infrastructure and responding to operational change
Value to the Business of CSI
• Continual Improvements to Services and Service Levels • Process Improvements • Service Management Improvements
To build an effective Business Case, it may be possible to select a number of the above benefits and translate them into tangible benefits in terms of direct cost savings that would yield a proper Return on Investment (ROI). Less tangible benefits such as increased customer satisfaction, improved staff morale etc should also be factored into a good business case. Such factors are non-financial and, as such, they offer Value on Investment (VOI) rather than ROI.
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posted by The White Dove Partnership @
01:27
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| Tuesday, 1 September 2009 |
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I thought it might be beneficial to put together an information sheet on ITIL. Here are some of the most frequently asked questions:
What Does the Acronym Stand for?
It stands for: Information Technology Infrastructure Library, but these days, it is not really relevant what the acronym stands for - ITIL is simply Documented Best Practice for Service Management. It is a Framework that organisations use as guidance for implementing Service Management.
What is Service Management?
Service Management began with organisations like banks and airlines wanting to improve their customer-experience. It is neither the management of the business nor the IT, but is concerned with the middle-ground. The business and IT must join-up somewhere. ITIL helps organisations to understand how IT underpins and/or integrates with the business.
Are there Other Methods of Doing Service Management?
Yes. Here are some of the main Frameworks:
• ITIL - IT Infrastructure Library • COBIT - Control Objectives for IT • MOF - Microsoft Operations Framework
Should We Implement ITIL?
Strictly, we don't implement ITIL; instead, we implement Service Management and ITIL provides a way to do that. As for whether or not your organisation should do it, you should conduct a proper analyse the proposal and produce a formal Business Case to properly answer the question.
Should we Implement Version 2 or Version 3?
Again, bearing in mind that we actually implement Service Management and that ITIL is simply guidance - not a methodology - you implement your own adaptation of the Service Management principles; you effectively 'adapt and adopt' the guidance. So both Versions 2 and 3 are relevant information sources. Also bear in mind that all of Version 2 exists within the V3 guidance.
How Should We Introduce Service Management?
There are definitely two approaches that you should consider: the project approach and the Continuous Service Improvement approach. The first approach includes running a proper project making use of project management principles such as PRINCE2. The second approach involves continually moving forward toward the vision provided by ITIL in little cycles of improvement. Each approach offers advantages over the other and both are completely valid.
What Training is Necessary?
Training needs will differ markedly from organisation to organisation, a formal Training Needs Analysis is the best way to determine who need to be trained on what. However, here is a simple, workable plan: You should identify the key players and list them into separate groups as follows:
Group -1 Awareness Training
Awareness Training is useful for anyone who needs a top-level, broad overview/understanding of ITIL, what it is and how it is used.
• Senior Management • Roles tangential to or interfacing with IT (Procurement, HR, etc)
Group 2 - Foundation Level Training
Everyone involved in IT will need some Awareness Training at very least and should be encouraged to gain the Foundation Level qualification.
• Service Desk (Customer Facing) • Technical Management (Infrastructure Specialists) • Applications Management (Software Specialists) • IT Operations Management (Operational Staff)
Group 3 - Intermediate Level (Capability) Training
Anyone with accountability for a Process (Owner/Manager Roles) should attend the relevant Capabilities (Practitioner Level) Training and achieve the relevant Qualification.
• Process Owners (Incident Manager, Problem Manager etc) • Process Managers (As above)
Group 4 - Intermediate Level (Lifecycle) Training
Anyone with accountability for a Lifecycle Phase (Manager Roles) should attend the relevant Lifecycle (Practitioner Level) Training and achieve the relevant Qualification.
• Product Manager • Service Design Manager • Service Transition Manager • IT Operations Manager • CSI Manager
Group 5 - Senior IT Management
Senior Managers involved in the implementation and ongoing management of the Service Management project should achieve the ITIL Expert Qualification.
• Project Responsibility (Project/Programme Manager, CSI Manager) • IT Director • Senior IT Manager • Departmental Heads • Service Owners • Service Managers
Of course, the above is just a little bit of guidance. You should naturally do what is right for you, however this plan does represent a good starting place for discussion. |
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posted by The White Dove Partnership @
05:12
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| Thursday, 20 August 2009 |
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The outer ring of the ITIL V3 Lifecycle emblem, which is displayed in our header graphic, shows the Complementary Publications and Web Support Services that has always been intended as additional supplementary guidance for the ITIL core publications. Recently, we had a chance to create a trial login at bestpracticelive.com in order to take a look at the service. The first time I saw the site was at the ITsmf conference in Brighton just over 18 months ago. My first reaction was that it looked good, but when I learned of the price – I can’t remember now exactly how much it was because I mentally turned off when I heard the word ‘thousand’ . Clearly too much I remember thinking and pointing out too. Since then, I was speaking with a representative of the site at the Service Desk Show in Earl’s Court and he told me the price had been substantially reduced. Now there’s a good example of Demand Management in action for you. You can now get an individual membership for a couple of hundred pounds, but a corporate membership is still – you guessed it – thousands! Now then, to the point of this post: is it worth investing. Well, of course, it could be, but that’s up to you to decide for yourself. From what I can see, the site is still very-much a work in progress. For example, when I reviewed it, there was very little if anything in the section on Roles. Just the front-end appeared to be there. Whenever I clicked on a specific Role, it said the detail was ‘coming soon’. Similarly, the section on Principles appeared to need fleshing out a bit though the section on Processes was pretty good I thought. However, I have to say that if I had paid for access, I would have been very disappointed with the site in its present state. The idea itself is certainly very good. Let’s face it, being able to access White Papers, Templates and the like is exactly what any serious practitioner needs when they start with ITIL and the whole business of implementing Service Management in the real world. But come-on TSO, you need to pull your finger out if you want this thing to really take off. |
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posted by The White Dove Partnership @
08:54
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| Friday, 26 June 2009 |
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The worldwide statistics for ITIL V3 Training show a huge interest in ITIL Foundation training, but hardly any take-up on the newer intermediate-level Capabilities and Lifecycle courses. In this article we ask: why is this happening and what can be done about it?
Firstly, if we look back at the Version 2 scheme, we see something similar, in that the V2 Practitioner courses never really took-off in a big way. But despite this, the Foundation and Service Manager courses and qualifications were very well attended. The new Capabilities courses are broadly the V3 equivalent of the V2 Practitioner courses; and the ITIL Expert is – broadly – the V3 equivalent of the Service Manager qualification.
If the V2 Practitioner courses were not selling, then it should come as no real surprise that the V3 Capabilities courses are not either. But why is almost nobody – according to the most recent figures - going on to do the new ITIL Expert Qualification? Quite simply, I believe, because you need to do a bare minimum of 23 days worth of training to get the qualification. As a comparison, you only needed 13 days to get the V2 Service manager qualification.
The cost and inconvenience – measured in terms of days out of the office – make the endeavour far less attractive a proposition for most people I would suggest. Perhaps it is now time for APMG to do a bit of a rethink. How about making the Capability Courses modular, so that people could do a day or two – rather than five – and acquire an appropriate award, for example? When enough of these modules were completed, the relevant Capabilities Certificate could then still be awarded.
We also need to consider how to reduce the amount of training days needed to get the ITIL Expert Qualification. This might be done using a variety of methods including pre-reading, homework assignments, assessments and various other devices. However it is tackled, I believe that, if the V3 scheme is to be successful, we need to reduce the training days back down to something like the 13 days needed to get the V2 Service Manager’s Certificate.
Finally, I believe that it is time to dump the V2 scheme. Perhaps this is contentious, but if the V3 scheme is to work, then it needs to be done. Of course, it would be in everyone’s interest to get the V3 scheme right first. Let’s hope that can be done quickly!
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posted by The White Dove Partnership @
08:57
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| Sunday, 21 June 2009 |
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There’s no questions about it, ITIL seems to lend itself most readily to the theoretical approach to learning. The whole flavour of the books themselves is quite academic and there are plenty of models and flowcharts included within the guidance that most people struggle to fit together into a coherent whole. Pity the poor devils who have to sit through three days of foundation training to arrive at an overview of 26 processes and 4 functions.
After some period of involvement in the delivery of ITIL training, I feel the time is right for a new approach to teaching and learning the whole subject. Despite the considerable difficulties involved in translating the theoretical models into practical, and meaningful, sessions to which delegates can properly relate, I firmly believe that foundation-level training needs to move away from the traditional classroom style approach beloved of so many training providers. It is time to chuck-away Powerpoint and get more into experiential learning.
At the ITsmf conference, held at Brighton about 18 months ago, I first came across the Apollo 13 simulation offered by Gaming Works – a professional game company – and I have been running business simulations ever since. The difference in the effect that such training has on course attendees is nothing short of amazing; and I am not inclined to over-use superlatives. However, when delegates are asked how they feel following the simulation, it is not uncommon for people to use words such as elated, exhilarated and ecstatic to describe their feelings following the event – not normal words you would associate with ITIL training!
In addition to having plenty of fun during the simulated mission, I believe that delegates are able to enjoy a true accelerated learning experience; taking away more practical understanding than is usual for the more normal ITIL foundation training which we also still deliver. Of course, to pass the exam, they do need to be able to remember a certain amount of theory – and there, of course, is the big challenge.
It is mainly because of the examination methods in use – multi-choice affairs that seem to focus on the wrong things (for example, definitions) – that traditional ITIL training looks the way it does. However, I believe that ITIL training does not need to be what many have described as the ‘death-by-Powerpoint’ approach. The time is right for a new approach to foundation training; and I believe that business simulations represent an interesting way forward. |
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posted by The White Dove Partnership @
08:40
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