It seems an obvious answer doesn't it? The whole idea behind ITIL is best practices in PROCESS improvement- right? But how many times do we see ourselves and our peers looking for a short cut to solutions through technology that automates. As an ITIL consulting firm, over and over we see clients that pay lip service to ITIL process transformation but are often looking for technology alone to solve the problem. IT otpimization and transformation, it seems, at its core, is simply analysis of tasks and workflows that are repititious and can be streamlined and automated (through technology). And yet how can you possibly identify those that are good candidates for automation with analysis of process? And once processes that are good candidates for automation are indeed, changed, that leads to new, improved processes. Right? Please write and give us your opinion on this topic- which comes first, the process chicken or the automation egg? Jill Lander Evergreen Systems

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scottdavis posted on January 29, 2008 21:25

Joel your question about unsuccessful ITIL implementations is a good one.   Although I can’t really provide any specific customer detail for a case study due to confidentiality, yet I can provide some overall insight and opinion based upon experience and other guidelines I’ve seen through industry analysts, scar tissue and the wisdom of others

In my opinion, the only real failures are those companies who choose “NOT” to adopt ITIL best practices.   Success improves from there.  That said, some companies embarking on this journey only achieve minimal levels of success.   In my view, ITIL implementations can struggle in a couple of key areas: 

  1. Overall Program Management
  2. Focus to Technology as the Solution  

Program ManagementITIL implementations are usually large and complex and solid Program/Project Management discipline is required.  Some companies start the struggle with grand plans based upon a huge scope and unreasonable expectations – then lack the organizational maturity (People & Process) to deliver to the expectations.  The desire for real, quick value can be overwhelming and must be balanced with the realization that this is a “journey”, not a “sprint”.   Getting strong sponsorship up front is critical.  Beginning with a true assessment, needs/gap analysis and identification of how to  lay a solid foundation while achieving quick wins with real business value can help  to avoid that “period of blame” that can quickly set in.  It’s kind of like building a house – or more specifically – like a large renovation and expansion project.   In the first year, you are laying a new/additional foundation with a huge amount of new or altered processes and changes in the culture.  Yet, you are living in the house at the same time, so you have to face up to the challenge to achieve/maintain  business value and sustain momentum until the roof is on, the carpet is in and the new areas are “livable”.    Your new foundation could possibly be a simple start in the area of things like “asset management” & then extending that to “Configuration Management” or by enabling some key wins in the areas of configuration management and incident/problem management with vision to move next  to release and change.    Bottom line:  start with a real baseline/foundation and build quick wins and value on that.    

Solid Program/Project Management with focus to project initiation (scope, sponsorship, communications) is a real help in this area.   Yet, sometimes, even those who drink the cool-aid and apply best project management practices struggle.   The best guidance I could provide for those struggling with current projects is:  revisit your roadmap, limit your scope and extend your project as best you can and always deliver with a business value mindset.  Even if you have a “failed” project in your lap, it may still be salvageable through recognition of the value you have already achieved, resetting expectations, re-aligning scope with business value, and re-visiting your tools, roadmaps and next steps.    

Technology Mindset - The root causes of failure to achieve expectations in ITIL implementations can be often be a misplaced focus to the “technical” rather than the people and processes.   It is not uncommon for the tool selection and purchase to come first (hey, there’s a glut of very good software sales teams out there).  While software plays a huge role in ITIL, a tool first approach can actually impede success.  To me, ITIL is not using best practices to use or manage technology - It’s about planning, executing and continuously improving a core set of processes to affect business outcomes.  The technology simply supports that.    I’ll sum it up like this…”would you buy a $10,000 lawn mower (tool) before you executed the process of obtaining financing, house-hunting and determining what type of property you even want.  Probably not… but it you did … would you then allow your lawnmower (tool) to drive the process of purchasing your home (location, financing, funding, etc…)?  What if you decide you want a condo?   Hello Craigslist! 

A solid CMDB is the key to any successful ITIL journey and there can be numerous speed bumps along the journey to a successful implementation.  Try not to think of a CMDB as a technology and definitive reference repository.  Rather consider it an overall set of processes, technology and culture designed to provide information to deliver business decisions and outcomes.   Some software vendors may try to espouse their CMDB as the definitive repository.   Try not to think of your CMDB as a single database.  Successful CMDB systems usually contain a variety of information and data in various repositories across your organization (known as “federated” data).    Relying on a single point of information sets you up for a slew of “data integrity and credibility” issues the first time your replicated data delivered from the single CMDB fuels incorrect decisions.  The key success factor here is to enable a comprehensive CMDB systems and processes that provide referential integrity and “metadata” pointing to the real,  “trusted sources” of the data where it resides – not trying to get it all in one place. 

Once you know where to get the real, trusted data and are able to refine your contextual mapping to business services, the challenge is to make transform the data to information and knowledge -  actionable to the decision making processes that consume it.

There are many other reasons that ITIL projects struggle… continue reading through Evergreen’s blogs, whitepapers and I’m sure you’ll find more… Hope this helps! 

Scott M. Davis Process Consultant

Evergreen Systems

512 983-6492

scott.davis@evergreensys.com


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So you are scheduled to meet with that really tough customer who has issues with your overall service desk or incident management performance.   My experience in running an incident management organization of over 100k problems per year supporting Fortune 500 customers may help with an approach that almost always facilitated a healthy and productive (although sometimes painful) customer outcome. Key Mantras:  

  • Do your homework

  • Listen

  • Open your Kimono…Commit to improving your customers life

  • And do what you say you’ll do.

I was never big on Homework in school, but found the value in real life.  The quote “those who don’t learn from history are doomed to repeat it” fit’s well in these scenarios.  Demonstrating you know your customer is a key ingredient to constructive relationship management and overall service improvement.  Try following these guidelines:

  • Drill down in to your standard service desk & incident/problem KPI’s from a customer perspective.  Take a deep dive into the  trend of incidents and problems with that customer, or department/organization in relationship to your overall KPI’s.  What do you see from those trends?   How do you stack up with this customer?  Was the call response timely?   How many incidents did they report per period?  Is that trend higher than normal?  How many are still open and how does that relate to your overall trends?  How long have they aged?   Do any customer specific patterns related to root cause appear obvious that you can learn from or that the customer can learn from. 

  • Can you assess whether you are following documented process?   Was each action planned and action taken well documented?   Was relevant diagnostic data needed captured and analyzed in a timely basis?   Were expectations set and followed through with the customer?  Did a high percentage of calls result in some sort of escalation? 

  • How was the tone of the incidents & how were our customer care skills?  

  • What’s the history regarding service level performance? 

  • Is there any funding or revenue dependent upon performance or known issues? 

 While looking at a single customers’ incident management experience doesn’t always offer trends, I always found that a little bit of research always facilitated two key areas of improvement:

  1. how can we do better at resolving the incidents faster, more effectively and with customer focus

  2. how can we help the customer help themselves (ie training, better diagnostics, expectations, etc…)?    

You can add these approaches to some standard root cause analysis and gain a wealth of insight.  At a minimum,  the customer you are meeting with will certainly understand that you’ve taken time to know him better.

While all this historical self inspection and assessment is good stuff – it doesn’t relieve you of possibly the most important rule of thumb and that is: “listen to your customer”.   My mom used say: “take the cotton out of your ears & put it in your mouth”.  Sometimes I hate it when mom is right.    I’ve found that customer perception and expectations can be managed, only in so far as I understood them.  

 Listening carefully enables me to find out what makes my customer tick, what drives that manager/executive’s success, where their pain is and how my service execution affects their business outcomes.  One lesson I learned this way is that multiple open low priority incidents can equal customer perception of low service value and high business impact.   

Bottom line:  Customer perception trumps service providers interpretation of the facts – add one layer of scar tissue… “thank you, can I have another”.Understanding the facts and listening to the customers viewpoint help open the partnership to a mutually beneficial, open and honest discussion    If a real inventory of your performance and the customer view uncovers  a few “cockroaches” … “it’s all good!   Continuous Improvement is all about exposing those little buggers, finding their food source ( ie.. getting down to the real root causes in your activities,  isolating  work instruction flaws  and/or execution improvement) and then shining the light on the next set of the little buggers (sound like plan do check act?)  Open your Kimono to your customer where it makes sense… It develops trust in the partnership.  Hiding your warts & playing the roach only degrades the relationship and you’ll ultimately lose their faith and honest appraisal (right before they replace you.   As you find real root causes in your area, that causes their pain, be honest and tell them what you found and what you plan to do about it (even if you it means you aren’t going to address it at present).  Invariably though , these scenarios will drive you to constantly improve the activities and work instructions within your incident and problem management process and the honest approach with the customer increases the level of partnership.    

I’m sure none of this is new to may of you…and of course your mileage may vary.  To me,   In the end, It’s all about showing your customer – Big C & little C that you have insight into their world, that you care about their pain are serious about continuously improving and executing a process they depend upon to deliver their business success.

Keep up the good work!

Scott Davis

Evergreen Process Consultant

Learn more by downloading our most popular white paper below:

Developing the Business Value Of ITIL


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We’ve talked a lot in the last year about ITIL practice areas, ‘real world’ ITIL business problems and ITIL implementation challenges.  Now my question to all of you ITIL professionals out there is, are you ready to rock and roll?

 We’re experiencing incredible growth here at Evergreen and we’re actively recruiting all types of ITIL, ITSM, ServiceCenter and AssetCenter professionals.  We’re looking for:

  • Senior ServiceCenter Solutions Architect
  • ServiceCenter Consultant
  • AssetCenter Consultant
  • ITIL Consultant
  • Project Manager
  • IT Software Sales Consultant, SE
  • IT Software Sales Consultant, SW
  • Director of Professional Services

If you’re interested you can check out all of our new positions at:

http://www.evergreensys.com/company/careers/openings/

 As an HP Software ‘Gold’ partner, we’re developing our staff towards increasing capabilities in HP’s comprehensive suite of BTO (Business Technology Optimization) products that include all of the legacy Peregrine ServiceCenter and AssetCenter products, as well as the powerful legacy Mercury applications.

We know that good ITIL professionals are sought after right now, so sometimes candidates ask me, “Why should I work for Evergreen?”  This is what I tell them:

  • We have an open and honest environment where we share the truth with our employees.  We hold an all hands “Town Hall” meeting every quarter to share our progress and challenges. Employees can ask any question — and get a straight answer.
  • We have a culture of collaboration where we foster teamwork and deliver excellence. Our technical staff shares their knowledge and works together to meet tough challenges. 
  • Our professionals focus on excellence and press the envelope to improve results for our clients. For proof you can just look at our website and the kinds of “real” research our team delivers.
  • You can work on your career, doing what you like and growing your skills.  We’ll make sure your skills stay current, by maintaining your certifications at the latest levels.
  • You can have a work/life balance at Evergreen. Travel is part of life in consulting, but we constantly strive to balance the needs of clients with what is best for our team so you can do what you enjoy and still have a life.
  • We have excellent compensation and benefits.

I encourage you to check us out more on our web site ( http://www.evergreensys.com ) and if you think your skils match our requirements email us at careers@evergreensys.com

I’m looking forward to hearing from you!

Don


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Last blog I talked about CMDB and its relationship to overall Service Level Management. What about is relationship to ITAM and Asset Management?

Oftentimes enterprises believe that if they have an asset management database, they also have a CMDB database. There is a fundamental difference and an important link.

IT Asset Management is the discipline of managing finances, contracts and usage of IT assets throughout their lifecycles for the purpose of maintaining an optimal balance between business service requirements, total costs, budget predictability and contractual and regulatory compliance. ITAM activities include the management of inventory, software licenses, vendors, procurement, leases, warranties, cost accounting, retirement and disposal.

The goal of Configuration Management, on the other hand, is to provide a logical model of the IT infrastructure that is accessed by all ITIL processes, the purpose of which is to drive consistency among them. Configuration activities include identifying, controlling, maintaining and verifying the versions of configured items (CIs). CI information should be stored in a single repository, or a Configuration Management Data Base (CMDB).

So here’s the link - the only difference between a given component in an asset management database or a CMDB is whether it is considered an ‘asset’, a ‘CI’ or both. The difference is only determined by what you do or plan to do with that component.

A component should be considered an ‘asset’ if you decide it is worth managing a contract, cost or usage attribute, throughout its lifecycle. In other words, does that component have an asset that is calculated ‘on the books’, such as software licenses or hardware maintenance contracts?

A component is considered a ‘CI’ if you decide it is worth managing operationally for incidents, problems, changes, releases, capacity, etc.

So there are three points to my ramblings:

  • If the same component can classified as both an asset and a CI, it can be managed for both administrative and operational purposes.
  • An asset management database is an important underpinning to the development of CMDB database.
  • ITAM and ITIL’s best practice Configuration Management share the need for reliable data about components in the IT environment. Thus discovery tools (a scalable means of keeping accurate data on deployed components) and a CMDB (a repository for reconciling and accessing the discovered data) can serve both ITAM and Configuration Management.

ITAM and ITIL are both key IT improvement processes and all IT processes that rely on and contribute to CIs are dependent upon an accurate CMDB to provide best practice service level management.

So I’ll say it again- what is good for the CMDB is good for ITIL and overall service level management. And it starts with an asset management database.

So what do you think?

Don

Also, don’t forget to register for Evergreen’s change management webinar and learn how to Take Change Management from Firefighting to Fire Prevention

Are you trying to build a business case for a CMDB? Download Evergreen’s newest white paper on the subject: “The Business Case for Change and Configuration Management and the CMDB”.


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DonCasson posted on June 5, 2007 21:48

One of the single most common reasons ITIL projects fail to launch (or crash mid-stream) is due to management’s inability to clearly articulate (and then prove) the business value of “doing” ITIL. Budget dollars are hard to come by these days and requesting funding for a multi-year project where the ROI is fuzzy at best is not something most managers are eager to bet their futures on.

Well, there may be some help with the recent release of ITIL v3.

V3 claims to take a more pragmatic, business view of IT Service Management, addressing ITSM from a more “strategic” perspective. Specifically, a major tenant of v3 is the idea of the Service Lifecycle. Managing services form an end-to-end perspective with a particular focus on the financial aspects of delivery is a major focus. This “Service Portfolio” approach should resonate well with upper level management and business executives. It certainly as them spending money to improve project management practices.

On the surface, this sounds like good news, huh? Add to this some additional v3 highlights that are also business focused and you might actually have something you can sell. These highlights include:

  • Viewing ITIL in terms of its value in supporting compliance requirements - (SOX, Basle II, etc.)
  • ITIL is aligned more tightly with “business usage “
  • v3 creates the basis for a Balanced Scorecard approach to measuring success
  • v3 significantly improves the ability to measure and tie back improvement in process to “value” to the business
  • Processes are treated as secondary to the idea of the “Service Lifecycle”
  • Closer ties to other industry standards such as ISO/IEC 20000
  • Provides additional assistance for organizations who have to manage outside service providers (can help manage and control costs)

Will these enhancements be enough to convince the yet-to-be convinced that ITIL is worth the effort and that it truly can drive real and measurable business value? That remains to be seen. However, it is a step in the right direction and it shows that the authors of ITIL v3 are aware that for ITIL to really take hold here in the US, executives must be able to see the value before they take the ITIL plunge!

IT organizations at last have the customer-centric view of IT Service Management that is essential to improving the relationship between IT and the customer and their alignment with the business overall.

ITIL v3 is decidedly more strategic, focused on services and less process oriented. The focus on the Service Lifecycle means that there are guidelines for end-to-end service management, including guidance on Service Economics.

So what does this mean to your ITIL adoption initiative, and at what point do you implement your Service Portfolio and Service Catalog?

If you take a close look at ITIL V3, you’ll see specific emphasis on the idea of Service Portfolio Management. And while it is a positive step for ITIL to begin looking at IT Service Delivery from a lifecycle and financial perspective, it does make you wonder how this idea of Service Portfolio Management related to traditional Portfolio Management. (which is typically project based).

Bottom line on this one – in order for an organization to have a complete picture of IT activities (for planning, budgeting, and control purposes), they must have a handle on both Project and Service Portfolio Management disciplines.

Want to know more about the business value of ITIL? Check out our whitepaper: Developing the Business Case for ITIL.


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ScottBraden posted on April 25, 2007 21:50

This year I’ve been teaching many ITIL Foundation certification classes. You’ve heard that “the teacher learns more than the student” and I agree with that. There’s something about standing in front of a room full of very smart, skeptical people, that keeps you on your toes.

So here are some common mistakes I see when people talk and think about ITIL:

1 - Not being explicit, with $ dollars attached, when defining “why are we doing this” and “how will we know it’s working” In ITIL terminology, you need to build your KGI’s and KPI’s to metric based against these questions.

2 - Closely related to #1… not getting senior executive sponsorship - by senior I mean “the CIO’s boss” and by sponsorship I mean a firm commitment that “when the sacred cows get scared, I will support the project”

3- Forgetting that at core, ITIL implementation is a people and culture change, that just happens to look like a process and technology change. So if you ignore the legitimate human fears and concerns, you’ll hit big problems.

4 - Forgetting Pareto’s Law. Also known as the 80/20 rule. Focus your limited time and money where the big, obvious wins are lurking. Ignore the minor stuff.

5 - Here’s a very simple one: get as many people as you can possibly manage, trained into ITIL. ITIL Foundation Certificates are good, but if you can’t afford that, at least get everyone into introductory sessions. And hand out ITIL glossaries and quick-references to everyone so we all speak the same language.

There’s more… what have you seen?

Also, check out our White Paper on Developing the Busines Value for ITIL.

Scott


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We’re kicking on a large ITIL / ITSM maturity improvement project for a new project next week (Hi Chris!), so one of the many many things to prepare is a “current state” map of the client’s various processes.

Incident Management was fairly straightforward; every organization has a slightly different way of handling Incidents but they tend to follow a general pattern. Problem Management, as a formal discipline, tends to be reactive and not well-defined, so there wasn’t much to that process either.

But then we come to Configuration Management. Since you’re familiar with ITIL (or why else would you be reading this blog?) you know that Configuration Management is tied into EVERY ITIL process. But is it a process itself, in the sense we normally think of it? Sort of, yes.

For example, consider the lifecycle of a Configuration Item ( CI ) or an Asset, if you’re an IT Asset Management background. Start with the Request, there’s an assessment, planning and approval cycle, frequently there’s a purchase / procurement cycle, receiving, test / implement to production, maintenance, and retire / dispose.

Now try to draw a flowchart that links each granular detail of all of those steps, not only to the CMDB, but also to each of the other ITIL processes… fun stuff huh?

So what’s the value of all this work, to document “current state”?
Here it is: if can’t agree on where we are today, it’s going to be hard to agree on what needs to be done to get where we’re going.

That’s one of my personal hard-learned lessongs about implementing ITIL. Don’t skimp the due-diligence project management best practices.

Also, don’t forget to register for Evergreen’s change management webinar and learn how to Take Change Management from Firefighting to Fire Prevention

Also, check out our WhitePaper on “Nine Steps to Implementing a Successful CMDB”.

Keep up the good work
Scott


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JoeKoester posted on March 21, 2007 21:52

With all the recent talk (and press) around SOA (Service-Oriented Architecture) as well as how many billions of $ are going to be spent by IT organizations on SOA-based initiatives, I can’t help but wonder what impact this bow-wave of activity will have on ITIL-related initiatives. Or will there be any impact at all?

Is this coming “wave” good news for ITIL and ITIL-related projects? Does it mean a shift in focus for many IT Organizations? After some analysis, I think the answer is pretty clear.

The increasing focus on SOA does not mean the demise of ITIL or a decrease in focus around ITIL-based initiatives. On the contrary, SOA-based initiatives only increases the need for the type of efficiency and control that ITIL seeks to implement.

All it takes is a quick look at some of the guiding principles defining SOA to better understand this point. These core SOA principles include:

  • Reuse, granularity, modularity, componentization, and interoperability
  • Compliance to standards (both common and industry-specific)
  • Services identification and categorization, provisioning and delivery, and monitoring and tracking

Bottom line, I think what SOA seeks to achieve and leverage is directly in line with core ITIL processes. What’s more, in order for SOA initiatives to be successful, strong core infrastructure operations (like those targeted by ITIL) are a necessity. Organizations who have invested in ITIL-based initiatives to improve core operations will find themselves in a much better position to support SOA initiatives. Those that have not may indeed find themselves unable to support the increased demands SOA places on IT (not a good place to be).

What do you think? Do you see the dependencies between SOA and ITIL that I see? Do you agree that SOA (because it inherently increases the complexity of IT) will only drive organizations towards stronger infrastructure operations and controls- and thus more towards ITIL? Let me know…

Joe

Also, check out our new White Paper on “Developing the Busines Value for ITIL”.


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ScottBraden posted on March 1, 2007 21:54

When I’m working with clients on ITIL awareness training or conducting an ITIL maturity assessment, there’s always a tension between ‘what the official ITIL book says’ and ‘how can we implement ITIL in the real world?’

For example, the ITIL maturity model defines four levels of maturity - Repeatable, Defined, Managed and Optimized. So for a given ITIL Process, such as Configuration Management, we assess the client?s current state and assign a score. Looks really simple, on paper.

But in the real world, it’s not so clear. For example, ITIL assumes (or at least strongly recommends) that you have consistent company-wide policies and processes. But very few real-world IT shops have common processes - whether ITIL-driven or not - even between adjoining departments within IT. So- how do you score the company on the maturity scale?

You would be correct if you answered: “with much debate”.

That’s why it’s so important to get past ‘the official ITIL Configuration Management Process’, for example, and instead ask questions based on KPIs (Key Performance Indicators). For example, in Configuration Management one of the usual KPIs is the accuracy of the CMDB (Configuration Management Database) as measured by periodic audits of the data. This is a specific number, arrived at by a specific, defined process that nobody can argue with.

So when you’re considering your ITIL maturity level, think in terms of measurements, not in terms of comparing the descriptions of your processes with the text in the ITIL books.

Till next time, keep up the good work and remember - what gets measured gets improved.

Scott Braden

Download Evergreen’s white paper on developing the business value of ITIL, including the development of metrics, at “Developing the Business Value for ITIL”.


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