1. © 2006 Jupitermedia Corporation Webcast TitleITSM: From Theory to Reality ITSM: From Theory to Reality How to better understand ITIL’s role in process improvement May 23, 2006 2:00pm EDT, 11:00am PDT George Spafford, President, Spafford Global Consulting

2. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Housekeeping Submitting questions to speaker –Submit question at any time by clicking on “Ask a question” button located on lower left-hand side of your console. –Questions about presentation content will be answered during 10 minute Q&A session at end of webcast. Technical difficulties? –Click on “Help” link –Use “Ask a question” button

3. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Main Presentation

4. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Agenda Background What ITIL Represents Awareness, Training and Internalization The Role of Change Agents and Mentors Determining What to Do Monitoring and Measurements The Need For a Systemic Approach

5. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Who Am I Talking About? Perceptions of: High costs Missed delivery dates Poor quality Poor customer relations Slow to react Outsourcing can solve the problems

6. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Quality Quality means conformance to requirements – Phil Cosby This means –We must understand the customer’s requirements –We must meet the customer’s requirements The constant quibbling of business-IT alignment is an indicator of quality issues

7. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality What ITIL Represents ITIL is de facto standard approach towards IT Service Management Yes, it is a collection of best practices but it is far more than that It is about IT delivering quality services that meet the needs of the organization IT services enable business processes that, in turn, enable the business to meet goals It is a fundamental shift from a focus on technology to a focus on customer service and quality The processes may take 1-2 years to implement but 2-3 years of consistent and unrelenting work for the culture to truly change

8. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality It Is Organizational Change The adoption of ITIL does require organizational change. Change follows a relatively predictable course of events. The duration of each phase are the wildcards. Want the curve to be as short as possible. Use ITIL and other best practices to compress the curve and increase the probability of success Tip: Use formal project management to implement processes

9. © 2006 Jupitermedia Corporation Webcast TitleITSM: From Theory to Reality BUT WHERE DO WE START?

10. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality The ITIL Books 1.Introduction to ITIL 2.Service Support 3.Service Delivery 4.Planning to Implement Service Management 5.Security Management 6.The Business Perspective 7.ICT Infrastructure Management 8.Application Management 9.Small-Scale Implementation 10.Software Asset Management My stack of the first 9 books is five inches thick, weighs 15.6 pounds and cost over $1,000 USD

11. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Service Support and Delivery are the Core Books Service Support –Change Management –Configuration Management –Service Desk –Incident Management –Problem Management Service Delivery –Service Level Management –Capacity Management –Availability Management –IT Financial Management –IT Service Continuity Management IT Security

12. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Awareness and Training Awareness is to foster understanding of the need and to serve as a reminder Training is a formal process meant to help people acquire skills –Foundation –Practitioner –Service Manager –Have a plan True organizational change requires profound understanding of the organization and the internalization of a culture of IT Service Management – You need more than books and training

13. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Change Agents Consider pairing internal champions with seasoned ITIL practitioners (new hires or contractors/consultants) Need to enable your Change Agents These internal Change Agents need access to the mentors –There is far more to ITIL than just the books! Winning over key “nay sayers” can be very powerful

14. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Continuous Improvement * Adapted from ITIL Service Support Graphic

15. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality So, What Is Your Goal? How can you know where to go and what to do unless you have a clearly defined goal? What is keeping you from your goal?

16. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality What Are Your Constraints?

17. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Options to Start (1) Change and Configuration Management –If you have stability issues and/or high levels of unplanned work –80% of availability issues are tied to human error –Do simple Change Management first followed by Configuration Management –These two processes are very important! –Review Visible Ops from the IT Process Institute at http://www.itpi.org http://www.itpi.org

18. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Control and Release Processes Change Management Is the set of standardized processes and tools used to handle change requests in order to support the business while managing risks. (Risk Management) Release Management Uses formal controls and processes to safeguard the production environment. Coordinates the rollout of changes. (Quality Control) Configuration Management Focuses on tracking and documenting configurations and then providing this information to other areas including Change and Release Management. Configuration tracks relationships to understand who is affected and assesses impact. For more information about a central configuration, change and release function see the ITIL Service Support volume, Annex 7A

19. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Change Mgt & The Deming Cycle

20. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Options to Start (2) Service Desk and Incident Management –Handle requests –Collect data –Streamline communication with IT –Improved incident handling Problem Management –ITIL says you need Incident Management first to provide data to work with, but you can start simple –What if you review the top 10 incidents each day or week? 20% of incidents create 80% of the work! –The idea is to identify root causes and improve

21. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Options to Start (3) Service Level Management –But can you if there are significant quality problems? –Define Customer’s Requirements –Negotiate Service Levels – Start Simple! –Review progress –Start the Service Improvement Programme Ultimately, you start ITIL where it makes the most sense to enable your organization to attain its goals

22. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Do Start With Senior Management Support – “Tone from the top” A process improvement mindset OBJECTIVES A duly empowered transition team with roles and responsibilities Use project management –For process implementation –In general Simplicity – evolve as you learn –If a process is to complex, people will resist / circumvent it –It is better to start and learn than be locked in analysis paralysis

23. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Do NOT Start Do not start by purchasing a tool – define processes and requirements first Do not start with Configuration Management without having effective Change Management Do not start with processes that are impossibly complex [repeated for emphasis]

24. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Monitoring and Measurements The ITIL “Planning to Implement Service Management” volume has tons of metrics So does the new itSMF book “Metrics for IT Service Management” There isn’t a shortage of metrics to select from The real question is why do you want to measure something? What is your objective?

25. © 2006 Jupitermedia Corporation Webcast TitleITSM: From Theory to Reality Tell me how you will measure me and I will tell you how I will behave. -- Eliyahu Goldratt

26. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality What Behavior Do You Need? During each stage of the process adoption lifecycle you may need to emphasize certain behaviors over others and that will affect the metrics you select.

27. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Diminishing Returns The power of ITIL lies in its systemic integration of processes areas – not simply piecemeal adoption Any single process in isolation will reach a level of diminishing returns As Goldratt has taught us, to optimize the throughput of a system requires optimization of the system – not just one area Continuous improvement requires a systemic mentality of adoption and continuous refinement of ITIL’s core processes in Service Support and Service Delivery along with other process areas such as Project Management, Application Development and Security for which other excellent standards exist

28. © 2006 Jupitermedia Corporation Webcast TitleITSM: From Theory to Reality To truly achieve the goals of ITIL and IT Service Management requires not just the implementation of processes but a catalytic cultural change – there can be no going back

29. © 2006 Jupitermedia Corporation Webcast TitleITSM: From Theory to Reality Thank you! George Spafford george@spaffordconsulting.com http://www.spaffordconsulting.com Daily News Archive http://www.spaffordconsulting.com/dailynews.html http://www.spaffordconsulting.com/dailynews.html

30. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Questions?

31. © 2006 Jupitermedia Corporation ITSM: From Theory to Reality Thank you for attending If you have any further questions, e-mail webcasts@jupitermedia.com