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PMI-SV Tools & Techniques
January 05, 2011
Presented by Steve Smith
• ITIL Primer
• ITIL Service Lifecycle
• Key Processes
• "Covert" Processes
• ITIL Resources
2
• Completely new to it?
• Familiar with it (thru colleagues, friends)?
• Implemented in your company?
• Read ITIL literature?
• Have led projects implementing ITIL?
• Prince2 certification?
• ITIL certified?
3
Leveraging ITIL
ITIL and Business
Alignment
Knowing ITIL
Global Impact of
ITIL
Key Organiza-
tions
ITIL Framework
ITIL Creation
and Evolution
ITIL Facts
Key Concepts
4
5
ITIL Creation
and Evolution 6
1986 – CCTA authorizes program
1988 – Govt. infrastructure mgmt. method was issued
(GITMM)
1989 – GITMM renamed “IT Infrastructure Library” (ITIL), first book published
1990 – Additional ITIL book published
1991 – Additional ITIL book published
1992 – Additional ITIL book published
2001 – ITIL v2 Refresh
completed and published
2007 – ITIL v3 Refresh completed
and published
Catalyst: Poor quality IT Services to the UK Government
Response: CCTA (now OGC) authorizes development of guidance to improve IT
services
Result: Creation of ITIL- a systematic approach to the delivery of quality IT
services
7
ITIL Creation
and Evolution
ITIL Framework
8
• What is a framework?
• A collected set of objects for a defined purpose
• What is a framework’s purpose?
• To organize a set of principles, guidelines, etc. into a
cohesive whole to provide guidance/instruction to others
• Examples of other established process frameworks
• COBIT (IT Governance)
• TOGAF (IT Architecture)
• PMBOK (Project Management)
9
• OGC: The only consistent and comprehensive documentation of best practice for IT Service Management (ITSM)
• “[IT] service management is a set of specialized organizational capabilities for providing value to customers in the form of services” ITIL V3
• Operational ITIL: It is a process framework that delivers its value to the business through a set of functions called IT Services
IMPORTANT: ITIL is fluid and constantly evolving
10
11
A proven set of processes designed to efficiently
and effectively leverage IT to achieve desired business outcomes.
A proven set of processes often employed as a
means of achieving an organization’s strategic
plan.
Key Organiza-
tions
ITIL Framework
ITIL Creation
and Evolution 12
• Office of Government Commerce (OGC)
• ITIL owner
• Promotes the use of best practices in areas such as project and program
management, procurement, risk management and IT Service Management
• The Stationery Office (TSO)
• Publisher of ITIL Manuals and Online Content
• IT Service Management Forum (itSMF)
• IT Service Management Professional Association
• Influences and contributes to best practices and standards worldwide, one of
which is ITIL
13
Key Organiza-
tions
ITIL Framework
ITIL Creation
and Evolution
ITIL Facts
14
• ITIL is the most widely accepted approach to IT Service Management in the world
• ITIL uses a lifecycle approach to manage all activities, services and products within IT and aligns them with IT Service offerings to the business
• ITIL v3 is documented in a set of 5 books, which define a set of 26 processes and 4 functions
• Service Strategy
• Service Design
• Service Transition
• Service Operations
• Continual Service Improvement
15
16
Key Organiza-
tions
ITIL Framework
ITIL Creation
and Evolution
ITIL Facts
Key Concepts
17
Slide 18
• Service Lifecycle
• IT is a Service Provider
• IT Service value is quantifiable
• Business profitability directly correlates to IT performance
Definition Definition
ITIL vs ITSM
The Agreement
19
Return
Continual Service
Improvement
Service
Transition
Service
Design
Service Strategy
Service
Operation
*This graphic is based upon an OGC image.
• Businesses use IT to outsource business functions to reduce cost
and risk imposed by ownership.
• IT organizations exist because they provide service to business
units at an acceptable cost and risk.
20
“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”
Return
• Service Level Agreement (SLA)
• Agreement between IT Service Provider and Customer
• Documents agreed upon IT Service quality, performance, etc.
• Service Level (Target)
• Commitment documented in SLA based on Customer Requirements
• Intended to ensure IT Service design meets Customer requirements
21 Return
ITSM
The act of implementing and
managing quality IT services
22
ITIL
Documented set of guidance
on provisioning quality IT
services
Familiar?
PMBOK and Project Management
ITIL and Business
Alignment
ITIL Creation
and Evolution
ITIL Framework
Key Organiza-
tions
ITIL Facts
Key Concepts
23
• IT objectives must align with business objectives
• Transparency and efficiency are essential
• Cost, risk and quality management are integral to ITIL
24
25
Servers
Help Desk
Applications
IT Execs
Proj Mgmt
Strategy
Objectives
and
Processes
Customer
Interaction
B
u
s
i
n
e
s
s
I
T
26
Business IT
Strategy
Business IT
Planning
Business IT
Operations
Feedback IT Objectives
ITIL and Business
Alignment
Global Impact of
ITIL
ITIL Creation
and Evolution
ITIL Framework
Key Organiza-
tions
ITIL Facts
Key Concepts
27
• IT organizations found gaps in processes,
management and customer requirements
• Sought homegrown solutions to plug gaps
• Awareness of ITIL spread; organizations facing
critical issues were often early adopters
• Commercial ITIL based solutions appeared
28
29
ITIL and Business
Alignment
Global Impact of
ITIL
ITIL Creation
and Evolution
ITIL Framework
Key Organiza-
tions
ITIL Facts
Key Concepts
30
Knowing
ITIL
Slide 31
Service
Transition
Service
Design
Service
Operation
Service Strategy
Processes
Demand Management
Strategy Generation
Service Portfolio Management
IT Financial Management
Processes
Event Management
Incident Management
Request Fulfillment
Problem Management
Access Management
Continual Service
Improvement
Processes
Service Measurement
Service Reporting
Service Improvement
Continual Service
Improvement
Service
Transition
Service
Design
Service Strategy
Service
Operation
Processes
Service Asset and Configuration Management
Release and Deployment Management
Transition Planning and Support
Change Management
Evaluation
Knowledge Management
Service Validation and Testing
Processes
Service Catalogue Management
Service Level Management
Capacity Management
Availability Management
Service Continuity Management
Information Security Management
Supplier Management
Processes
Service Measurement
Service Reporting
Service Improvement
Process responsible for managing the lifecycle of all
changes to the IT.
Objective: Ensure changes are made with minimal
disruption and risk
Lifecycle Phase: Service Transition
Controls Purpose Metrics
Change Requests Ensure that changes are
properly
approved/executed
% preapproved changes,
% successful changes,
Backlog
32
Process responsible for managing the lifecycle of all
incidents.
Objective: Restore service as quickly as possible
Lifecycle Phase: Service Operations
Controls Purpose Metrics
Logging, Monitoring and
reporting
Detect and report
incidents as quickly as
they occur
Time to respond, mean time
to restore service, cost
33
Process responsible for managing the lifecycle of all
problems.
Objective: Prevent problems and incidents, eliminate
repeating incidents and minimize impact of incidents that
cannot be prevented
Lifecycle Phase: Service Operations
Controls Purpose Metrics
Logging, monitoring and
reporting
To Facilitate categorization,
prioritization of incidents
Backlog, % resolved w/r/t
SLA targets, Cost
Known Error Database To quickly identify
workarounds, solutions
Accuracy of DB, usefulness
in providing solutions
34
35
Process that ensures the confidentiality, integrity and
availability of an organization’s assets, information,
data, and IT services.*
Objectives: Align IT and business security; ensure security is
managed effectively in IT services and across ITSM
activities
Lifecycle Phase: Service Design
Controls Purpose Metrics
Security Policy, audits,
reporting
Monitor and control
access to services
and data
Security Incident Rate, impact of
security problems, organizational
awareness
*ISM is usually part of the organization’s security management, so the scope
is broader than IT and includes building access, phone calls, etc. 36
Process responsible for permitting user access to IT
services, data or other assets.
Objective: Limit access to IT services to authorized users
Lifecycle Phase: Service Operations
Controls Purpose Metrics
Access Policies (execution
only)
Identify authorized users #of access requests
granted/denied
Logging, Monitoring and
reporting
Detect and report
incidents as quickly as
they occur
Time to respond, mean time
to restore service, cost
37
Function and processes responsible for budgeting,
accounting and charging requirements.
Objective: Oversee all IT expenditures and ensure
efficient use of funds
Lifecycle Phase: Service Strategy
Controls Purpose Metrics
Service investment
analysis
Evaluate service cost
against business value
Return on investment
(ROI), NPV, IRR, etc.
Financial reporting,
variance analysis
Assess accuracy of plans,
enable corrective action
Budgeted versus actual
costs
38
A method to manage all IT service investments with respect
to business value.
Objective: Maximize business value, minimize risk and cost
Lifecycle Phase: Service Strategy
Controls Purpose Metrics
Business & IT review Assess business value Business ROI, cost, risk
39
Activities and processes that generate an understanding of
and influence customer demand for services.
Objective: Balance resource demand and capacity
Lifecycle Phase: Service Strategy
Controls Purpose Metrics
Demand variance analysis Assess resource utilization Resource utilization
40
Process that provides a logical model of the IT
infrastructure.
Objective: Define service and asset infrastructure
components and maintain accurate configuration records.
Lifecycle Phase: Service Transition
Controls Purpose Metrics
SACM policy Establishes SACM
objectives, scope,
resources
Audits, quality and accuracy
of information, total time to
resolve incidents/problems
Change Management SACM data is under the
control of CM
Same as CM+ audits
41
Leveraging ITIL
ITIL and Business
Alignment
Knowing ITIL
Global Impact of
ITIL
ITIL Creation
and Evolution
ITIL Framework
Key Organiza-
tions
ITIL Facts
Key Concepts
42
Knowing
ITIL
• Knowing ITIL helps you identify ITIL processes, terminology
and the tools they use
• Facilitates
• Recognition of ITIL framework components in the your environment
• Understanding how they are used and where they exist
• Evaluation of process maturity
• Understanding of management priorities
• Leveraging ITIL enables you to utilize ITIL processes,
terminology and tools to ???
43
• Understanding the vocabulary
• Consider ITIL as a series of processes for IT to manage
the technology that supports the business according the
business requirements
• Use Continuous Process Improvement as a bridge
44
45
46
• Learning objectives are comprehension of:
• Service management as a practice
• Service lifecycle
• Key principles and models
• And, and awareness of:
• Generic concepts
• Selected processes
• Selected roles
• Selected functions
• Technology and architecture
• ITIL qualification scheme
47
http://www.itil-officialsite.com/Qualifications/NewFoundationAndBridgeSyllabuses.asp
• 2 Offerings Lifecycle or Capability
• Lifecycle – ~Manager
• Capability - ~Practitioner
• Capstone Exam – “Managing Across the Lifecycle”
• Exam across all the Intermediate Courses
• Pass the Capstone to achieve “ITIL Expert”
48
49
• Official ITIL Site
• http://www.itil-officialsite.com/home/home.asp
• OGC Best Practice Site
• http://www.best-management-practice.com/
• itSMF USA Chapter
• http://itsmfusa.org/
• itSMF International
• hthttp://www.itsmfi.org/
• itSMF USA San Francisco Bay Area Local Interest Group (LIG)
• http://sfb.itsmfusa.org/
• ITIL V3 Foundation Syllabus • http://www.itil-officialsite.com/Qualifications/NewFoundationAndBridgeSyllabuses.asp
50
51
53
54
• Unique and interesting professional engagements
• Education, manufacturing, technology, finance, insurance, entertainment
and other industries in the US and overseas
• New professional organizations
• itSMF USA, ISACA
• Community involvement
• Speaking engagements
• Board member for Local Interest Group (LIG)
55
It’s present in:
• IT environments: Development, Preproduction and Production
• Governments: US Federal and State, and Foreign
• Industries: Technology, Manufacturing, Energy, Education ,
Finance, Telecommunications, Pharmaceuticals, Consumer, etc.
• Over 50+ countries
56
• ITIL Projects
•Process management
•Technology implementation
• General IT
•PMO director
•Project manager
• Infrastructure Project Manager
•Program manager
57
58
• Building Bridges
• Developing Relationships
• Managing Resistance
• Using a Specialized Skill Set
• Speaking the Language
• Enabling Steady Measurable Progress
• Streamlining Productivity
• Leveraging Technology, People and Processes
59
ITIL V3 spans all of IT.
• Project success is invariably based on concepts found
in the ITIL Framework even when organizations don’t
formally implement the ITIL process or function, they
often implement the capability.
• Projects drive change in IT and ITIL is oriented heavily
to managing change by carefully managing risk as
can be seen ….
60
• Prior to deployment
• Service Level Management to organize and manage SLA’s
• Service Asset and Configuration Management to help design
• Capacity Management to ensure adequate IT resources
• Availability Management to ensure requirements can be met
61
• As deployment nears:
• Change Management approves and authorizes project Request
for Change (RFC)
• Release Management prepares “release package”
• Event management tests and establishes application and
infrastructure monitoring
62
• During and after deployment:
• Release Management executes and monitors the release
• Service Desk handles around Service Requests
• Incident Management to quickly restore service
• Problem Management to find the root cause of Incidents
63
64
• Service Desk
• Single Point of Contact between the Service Provider and Users
• Typically, manages Incidents and Service Requests
• Application Management
• Manages applications throughout their lifecycle
• Technical Management
• Provides Technical Skills to support IT Services and to manage the IT Infrastructure
65
• IT Operations Management
• Performs daily activities needed to manage IT Services and
Infrastructure.
• It Includes:
• IT Operations Control
• Monitors and controls IT Services and Infrastructure
• Facilities Management
• Manages all aspects of the physical environment
66