Vous êtes sur la page 1sur 65

ITIL Foundations

May 14, 2007

2004 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Introduction

July 13, 2006

2007 Hewlett-Packard Development Company, L.P.HP Self-Maintainer (U.S. Only)

IT is the business.

IT is the business and The business is IT

2007 Hewlett-Packard Development Company, L.P.

What is IT Service Management (ITSM)?


The management of IT services to support one or more business areas. ITSM is based on the IT Infrastructure Library (ITIL) A standard set of published materials used worldwide The IT Infrastructure Library (ITIL) defines best practice processes.

2007 Hewlett-Packard Development Company, L.P.

Key objectives of Service Management


Align IT services with the current and future needs of the business and its customers Improve the quality of IT services delivered Reduce the long-term costs of provisioning services

2007 Hewlett-Packard Development Company, L.P.

What is a Service?
Definition: Work done for others as an occupation or business (American Heritage Dictionary) Historical Example: Roman Aqueducts

2007 Hewlett-Packard Development Company, L.P.

Roman Aqueducts

2007 Hewlett-Packard Development Company, L.P.

What is an IT Service?
A set of related functions provided by IT systems in support of one or more business areas This service can be made up of hardware, software and communication components, but is perceived as a self-contained, coherent entity

2007 Hewlett-Packard Development Company, L.P.

What is a Service Culture?


Recognition that the IT exists to further the business aims of the customers of its services. A willingness to go that extra step to satisfy customer needs. An understanding of the customers perspective Achieving a Service Culture depends on:
Senior Management support A good understanding of why IT Services are being provided An understanding of the impact on the business of poor service Clear targets to aim for, and from which to progress
2007 Hewlett-Packard Development Company, L.P.

The Four Ps
IT Service Management (ITSM) is all about the efficient, effective and economical use of: People
Customers, Users & IT Staff

Processes
ITIL Service Support Operational Service Delivery Tactical

Products
Tools and Technology

Partners
Vendors and Suppliers
2007 Hewlett-Packard Development Company, L.P.

10

Continuous Improvement - ITSM


The adoption of ITSM disciplines and processes will facilitate a continuous improvement in the quality of IT services.

It is aimed at achieving and maintaining best value while remaining in line with changing business requirements.

2007 Hewlett-Packard Development Company, L.P.

11

Continuous Improvement ITSM


A process-led approach

Where do we want to be? Where are we now? How do we get where we want? How do we know we have arrived?

Vision and Business objectives Assessments

Process Change

Metrics

2007 Hewlett-Packard Development Company, L.P.

12

Quality Improvement
The customer is the most important part of the production line. It is not enough to have satisfied customers, the profit comes from returning customers and those who praise your product or service to friends and acquaintances. The key to quality is to reduce variance.
Dr. Edwin Deming 1900-1993

Managers should learn to take responsibility and provide leadership. Improve constantly. Institute a vigorous program of education and self-improvement.

2007 Hewlett-Packard Development Company, L.P.

13

Quality Improvement Deming Cycle


Plan What needs to be done Do Planned activities are implemented Check Did the activities provided the expected result Act Adjust plans based on information gathered while checking Quality management is the responsibility of everyone working in the organization providing the service. Every employee has to be aware of how their contribution to the organization affects the quality of the work provided by their colleagues, and eventually the services provided by the organization as a whole. Quality management also means continuously looking for opportunities to improve the organization and implementing quality improvement activities.
2007 Hewlett-Packard Development Company, L.P.

14

ITIL Best Practice A Working Definition


Best Practice is a set of guidelines based on the best experiences of the most qualified and experienced professionals in a particular field. Best Practice is based on: More than one person More than one organization More than one technology More than one event

2007 Hewlett-Packard Development Company, L.P.

15

IT Infrastructure Library (ITIL)


T h e B u s I n e s s
Planning to Implement Service Management

T h e
ICT

The Business Perspective

Service Management

Service Support Service Delivery

Infrastructure Management

Security Management Applications Management

T e c h n o l o g y

2007 Hewlett-Packard Development Company, L.P.

16

Core ITSM Components


Service Delivery Service Level Management Capacity Management Availability Management Service Management Service Continuity Management Financial Management

Service Support

Incident Management Problem Management Service Desk Release Management Configuration Management Change Management

2007 Hewlett-Packard Development Company, L.P.

17

Service Management

Financial Service Level

Service Continuity

Problem Configuration

Capacity

Change Incident

Availability Service Desk

Release

2007 Hewlett-Packard Development Company, L.P.

18

ITIL Foundations Service Support

2004 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Service Desk

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

10

Mission of Service Desk


To act as the SPOC between the User and IT Service Provider. To handle Incidents and Requests, and provide an interface for other activities such as Change, Problem, Configuration, Release, Service Level and IT Service Continuity Management.

2007 Hewlett-Packard Development Company, L.P.

21

Objectives of Service Desk


To be the single point of contact for all IT customers/users To restore service whenever possible To maximize service availability To manage all incidents to a closure

2007 Hewlett-Packard Development Company, L.P.

22

11

Service Desk Diagram


Request Mgmt

Service Desk Processes Escalation Management Service Desk Structures Service Desk Technologies Staff Management Education & Training

Incident Report Customer Liaison Change Mgmt

Local Central Virtual Serv Desk System Commun. System Self-Service Staffing Levels Managing Turnover Workload Mgmt Soft Skills Mgmt Skills Serv Desk Ops Customer Service
2007 Hewlett-Packard Development Company, L.P.

Tracking & Communication

23

Service Desk Implementation


Target effectiveness metrics (KPIs) e.g.:
% first time fix Number of incidents correctly categorized at initial logging Number of hardware faults reported

Selecting the correct structure:


Local Service Desk Central Service Desk Virtual Service Desk

Follow the sun


Data Center Where does the Service Desk go? Business Users
2007 Hewlett-Packard Development Company, L.P.

24

12

Local Service Desks


Designed to support local business needs Support is usually in the same location as the business it is supporting Practical for smaller organizations

Local Service Desk Data Center Local Service Desk


2007 Hewlett-Packard Development Company, L.P.

Business Users

Business Users
25

Central Service Desk


Designed to support multiple locations The desk is in a central location whilst the business is distributed Ideal for larger organization as:
Reduces operational costs Consolidates management overview Improves resources usage

Could provide secondary support to local desks


Business Users Data Center Central Service Desk Business Users
2007 Hewlett-Packard Development Company, L.P.

26

13

Virtual Service Desk


Location of SD analysts is invisible to the customers May include some element of home working Common processes and procedures should exist single incident log Common agreed language for data entry

Business Users Data Center Virtual Service Desk Business Users


2007 Hewlett-Packard Development Company, L.P.

27

Follow the Sun Option


Not a type of Service Desk but an option usually applied to two or more Central Service Desks for global operations Where Service Desk support switches between two or more desks to provide 24 hr global cover. Telephony switching needed Multilingual staff usually required Local conditions and cultural issues need to be considered Clear escalation channels needed
Supports the Virtual Service Desk.

2007 Hewlett-Packard Development Company, L.P.

28

14

Incident Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Mission of Incident Management


To restore normal service operation as quickly as possible with minimum disruption to the business

2007 Hewlett-Packard Development Company, L.P.

30

15

Incident Management
Incident Management is a reactive task, i.e. reducing or eliminating the effects of actual or potential disturbances in IT services, thus ensuring that users can get back to work as soon as possible.

2007 Hewlett-Packard Development Company, L.P.

31

Objectives of Incident Management


To ensure the best use of resources to support the business To maintain meaningful records To deal with incidents consistently
Activities performed by Serv Desk Activities performed by IT

Incident Detection & Recording Initial Support

Tracking & Communication

Classification Investigation & Diagnosis Resolution & Recovery Incident Closure


2007 Hewlett-Packard Development Company, L.P.

Known Error Database

32

16

The scope of Incident Management?


The scope of incident management is very wide, and can include anything affecting customer service, for example: Hardware failure Software error Network faults Information request How do I? Request for equipment moves Password re-set, changes New starters Request for consumables Service extension requests Performance issues
2007 Hewlett-Packard Development Company, L.P.

33

Incident Determination (1 of 3)
EVENTS

LOG

is it an Incident?

Service Request Procedure Incident Management


2007 Hewlett-Packard Development Company, L.P.

34

17

Definition an Incident
An incident is any event that is not part of the standard operation of a service and that causes, or may cause, an interruption to, or a reduction in, the quality of that service

2007 Hewlett-Packard Development Company, L.P.

35

Incident Determination (2 of 3)
I want to move my PC How do I get this to Print

LOG

is it an Incident?

Service Request Procedure Incident Management


2007 Hewlett-Packard Development Company, L.P.

36

18

What is a Service Request?


A request from a user for support, delivery, information, advice or documentation, not being a failure in the IT infrastructure. If a Service is requested that is not for a defined standard service, and it alters the state of the infrastructure, then it triggers a Request For Change (RFC). An RFC is not handled by Incident Management but is dealt with formally by Change Management.

2007 Hewlett-Packard Development Company, L.P.

37

Incident Determination (3 of 3)
My PC wont work I cant send this e-mail

LOG

is it an Incident?

Service Request Procedure Incident Management


2007 Hewlett-Packard Development Company, L.P.

38

19

Definition a Problem
A problem is the unknown underlying cause of one or more incidents
Problems are the responsibility of Problem Management

2007 Hewlett-Packard Development Company, L.P.

39

Definition a Known Error


A known error is an incident or problem for which the root cause is known and for which a temporary workaround or permanent alternative has been identified. It remains a known error unless it is permanently fixed by a change.

Known Errors are the responsibility of Problem Management

2007 Hewlett-Packard Development Company, L.P.

40

20

Relationships among Incidents, Problems, Known Errors and Changes


Incidents keep happeningIncidents never evolve into a problem.

Incident Management

Faulty CI identified

Root cause determined

Problem > Known Error Work-around developed

Problem Management

RFC produced

Change Management
2007 Hewlett-Packard Development Company, L.P.

Change effected

41

Impact + Urgency = Priority


Impact Affect on the business Defined in the SLA Urgency Speed needed to resolve incident Extent it can bear delay Priority Sequence of dealing with events Determined by impact, urgency and effort Not assigned by the user Decided outside the Service Desk
2007 Hewlett-Packard Development Company, L.P.

42

21

Service Desk / First Line Responsibilities


Incident registration Initial support and classification Resolution and recovery of incidents if possible Escalation of incidents to support groups if necessary Ownership, monitoring, tracking and communication Review and closure of incidents
Incident Detection & Recording Initial Support Classification Investigation & Diagnosis Resolution & Recovery Incident Closure
2007 Hewlett-Packard Development Company, L.P.

43

Second Line Support Staff Responsibilities


Handling escalated incidents and service requests Incident investigation and diagnosis The resolution and recovery of assigned Incidents. Further escalation if needed Detection of possible Problems and the assignment of them to the Problem Management team

Incident Detection & Recording Initial Support Classification

Investigation & Diagnosis Resolution & Recovery Incident Closure

2007 Hewlett-Packard Development Company, L.P.

44

22

Escalation
If an incident cannot be resolved by first-line support within the agreed time, then more expertise or authority will have to be involved.
Functional Escalation (horizontal) - Functional escalation

means involving personnel with more specialist skills, time or access privileges (technical authority) to solve the incident.
Hierarchical Escalation (horizontal) - hierarchical

escalation means involving a higher level of organizational authority, when it appears that the current level of authority is insufficient to ensure that the incident will be resolved in time and/or satisfactorily.
2007 Hewlett-Packard Development Company, L.P.

45

Critical Success Factors


Successful Incident Management requires: An up-to-date CMDB to help estimate the impact and urgency of incidents. A knowledge base, for example an up-to-date problem/known error database to assist with recognizing incidents, and what solutions and workarounds are available. An adequate automated system for recording, tracking and monitoring incidents. Close ties with Service Level Management to ensure appropriate priorities and resolution times.

2007 Hewlett-Packard Development Company, L.P.

46

23

Core ITSM Components


Service Delivery Service Level Management Capacity Management Availability Management Service Management Service Continuity Management Financial Management

Service Support

Incident Management Problem Management Service Desk Release Management Configuration Management Change Management

2007 Hewlett-Packard Development Company, L.P.

47

Problem Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

24

Mission of Problem Management


To minimize the adverse effect on the business of Incidents and Problems caused by errors in the infrastructure, and to proactively prevent the occurrence of Incidents, Problems, and Errors
- Problem ID and Record - Problem Classification - Investigate & Diagnosis - Error ID and Record - Error Assessment - Error Resolution Record - Error Resolution Monitoring - Error Closure - Trend Analysis - Targeting Preventative Actions - Major Problem Reviews

Problem Control

Known Error Database

Error Control

Proactive Problem Mgmt

Management Info
2007 Hewlett-Packard Development Company, L.P.

49

Scope of Problem Management


IT problems that affect IT services Recurring Incidents/Problems Pro-active Problem Management Major incidents, if required Maintaining relationships with third party suppliers

2007 Hewlett-Packard Development Company, L.P.

50

25

Objectives of Problem Management


To ensure that problems are identified and resolved To prevent problem & incident occurrence and recurrence To reduce the overall number of IT incidents To minimize the impact of problems and incidents To ensure that the right level and number of resources are resolving specific problems To ensure that vendors comply with their contracts

Problem Control

Error Control

Proactive Problem Mgmt

Management Reporting

2007 Hewlett-Packard Development Company, L.P.

51

Problem Management Responsibilities


Problem Management must ensure: Data is properly recorded Data is regularly inspected and maintained Known Errors are recorded in a suitable Database Support staff are educated to capture and record high-quality data

2007 Hewlett-Packard Development Company, L.P.

52

26

Incident Mgmt vs Problem Mgmt


Incident Management Restores agreed levels of services Aims to resolve an incident quickly, by whatever means possible, including a workaround Problem Management Diagnoses the root cause of incidents Identifies a permanent solution May take longer than Incident Management Problem Management assists Incident Management by providing info about problems, known errors, workarounds and temporary fixes.
2007 Hewlett-Packard Development Company, L.P.

53

Configuration Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

27

Objectives of Configuration Management


Identify and record infrastructure information Control information in the CMDB Leads to improved service quality (indirectly) Supports license management Ensure infrastructure information is up to date A basis for Service Management processes Information about the status of the infrastructure Management information

2007 Hewlett-Packard Development Company, L.P.

55

Configuration Management Key Definitions


Configuration Anything that needs to be controlled Configuration Item (CI) A component within a configuration A configuration in its own right CI Type e.g. software products, business systems, system software, etc. Attribute Describes a CI Relationships Primary
Parent/child (part of)

Secondary
Connected to User of

Lifecycle Stages in the life of a CI

2007 Hewlett-Packard Development Company, L.P.

56

28

Configuration Management Database (CMDB)


Stores details of :
SLAs Capacity People

CIs Attribute Relationships Events

IT Service Continuity

Locations

Availability CMDB Licences

Assets

Releases

Finance Changes Incidents

Documents

The core of an integrated service management tool = information bank for all other ITIL processes
2007 Hewlett-Packard Development Company, L.P.

57

Naming Conventions/Critical Factors


Unique Clearly visible Consistent with the organization Copy and version numbers Plan for growth

The critical factor for successful Configuration Management is that information in the database is up-to-date.

2007 Hewlett-Packard Development Company, L.P.

58

29

Change Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Mission of Change Management


To ensure that standardized methods and procedures are used for efficient and prompt handling of all changes , in order to minimize the impact of any related Incidents upon service.

Not every change is an improvement, but every improvement is a change.

2007 Hewlett-Packard Development Company, L.P.

60

30

Scope of Change Management


Covers areas including: Hardware Environment and facilities Software
Live Under development

Documentation and procedures Organization and people

2007 Hewlett-Packard Development Company, L.P.

61

Objectives of Change Management


Manage the process of:
Requesting changes Assessing changes Authorizing changes Implementing changes

Prevent unauthorized changes Minimize disruption Ensure proper research and relevant input Coordinate build, test and implementation

2007 Hewlett-Packard Development Company, L.P.

62

31

Core Elements
Request for Change (RFC) Change Advisory Board (CAB) CAB Emergency Committee (CAB/EC) Forward Schedule of Changes (FSC) Projected Service Availability (PSA) Change Model Standard Change

2007 Hewlett-Packard Development Company, L.P.

63

Configuration & Change Management


What are the relationships between services and the Infrastructure Create a CMDB
Relationships between components Names of services linked to servers Question Numbers for each component (link the Known Error Database)

Change Scheduling (need a change manager)


Forward Schedule of Changes (FSC) Projected Service Availability (PSA) During Pit Stops
2007 Hewlett-Packard Development Company, L.P.

64

32

Release Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Release Management
Release Management aims to ensure the quality of the production environment by using formal procedures.

Release Management is concerned with implementation, unlike Change Management, which is concerned with the complete change process and focuses on risk.

Release Management works closely with Configuration Management and Change Management to ensure that the common CMDB is updated with every release.
66

2007 Hewlett-Packard Development Company, L.P.

33

Release Management Activities (1 of 2)


Release Planning
Developing a plan for each release Agree and schedule with Change Manager

Develop or Procure Designing, Building and Configuring Releases


Process for assembling CIs for release CIs are under Configuration Management control

Testing and Release Acceptance


Installation procedures System functionality

2007 Hewlett-Packard Development Company, L.P.

67

Release Management Activities (2 of 2)


Rollout Planning
Builds onto the release plan Exact implementation actions

Communication, Preparation, and Training


When and how releases will be rolled out How they will be affected Progress of changes

Distribution and installation


Moving the release to the target environment Deploying the release

2007 Hewlett-Packard Development Company, L.P.

68

34

Elements

The CMDB should be updated and referred to throughout the Release Mgmt process.

CMDB DSL DHS

Build Test
2007 Hewlett-Packard Development Company, L.P.

Distribute Implement
69

Service Support Processes - Review


Service Desk Incident Management Problem Management Change Management Release Management
2007 Hewlett-Packard Development Company, L.P.

Configuration Management

C M D B

70

35

End of Part I

2007 Hewlett-Packard Development Company, L.P.

71

ITIL Foundations Service Delivery

2004 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

36

Service Delivery Processes


Availability Management

Service Level Management

Capacity Management

Financial Management

Service Continuity Management

2007 Hewlett-Packard Development Company, L.P.

73

Service Level Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

37

Scope of Service Level Management


Three sets of relationships Customer and IT Internal departments within IT IT and external suppliers
Customer Service Level Agreement
Service A Service B Service C

IT Infrastructure
Operational Level Agreements Internal Organisations
2007 Hewlett-Packard Development Company, L.P.

Underpinning Contracts External Organisations 75

Objectives of Service Level Management


To catalog IT services To quantify IT services To define internal and external service targets To achieve agreed service targets Ongoing improvement of service levels (SIP) To review agreements and contracts
Catalog Services Draft Service Levels Negotiate & Agree Monitor, Report & Review Service Improvement Program
2007 Hewlett-Packard Development Company, L.P.

76

38

The Service Level Management Process


Establish The Process Planning Implementation Implement SLAs Catalogue Services SLRs Review UCs & OLAs

Periodic Reviews Review SLAs Review SLM Process

Iterative Process

Draft Negotiate Agree Manage the Ongoing Process Monitor Report Review
2007 Hewlett-Packard Development Company, L.P.

77

Service Level Management Definitions


SLA (Service Level Agreement)
Is between the customer and IT Written in business language (clear & unambiguous)

OLA (Operating Level Agreement)


Is between IT and its own internal IT departments Written in technical language (clear & unambiguous)

Underpinning Contract
Is between IT and 3rd party suppliers Written in legal language

2007 Hewlett-Packard Development Company, L.P.

78

39

What is in a SLA?
Service scope and description Service hours Measures of availability and reliability Support details who to contact, when, how Respond and fix times Deliverables and time scales Change approval and implementation

2007 Hewlett-Packard Development Company, L.P.

79

What is in a SLA?
Reference to IT Service Continuity plan Signatories Responsibilities of both parties Reporting Review process Glossary of terms Note: Availability should always be measured from the customers perspective.

2007 Hewlett-Packard Development Company, L.P.

80

40

Availability Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Objectives of Availability Management


Designing IT services for availability Measuring and monitoring the key areas Optimize the availability of the infrastructure Reducing incident frequency and duration Corrective action for downtime The Availability Plan Balancing Availability and Cost

Design

Corrective Action

Monitor

Optimize
2007 Hewlett-Packard Development Company, L.P.

82

41

Key Concepts
Availability (%) Reliability (Time) Maintainability Serviceability Security

2007 Hewlett-Packard Development Company, L.P.

83

Availability
Proportion of agreed service hours a customer can access a service Measured from the customers perspective Expressed as a percentage

Availability =

(AST DT) AST

x 100

2007 Hewlett-Packard Development Company, L.P.

84

42

Reliability
The prevention of failure The ability to keep services and components operable Reliability is calculated using statistics

2007 Hewlett-Packard Development Company, L.P.

85

Maintainability, Serviceability, and Security


Maintainability
Preventative maintenance Restoration and repair times, Mean Time To Repair (MTTR)

Serviceability
The support for which external suppliers can be contracted to provide parts of the IT infrastructure

Security
Confidentiality, Integrity and Availability to authorized personnel only

2007 Hewlett-Packard Development Company, L.P.

86

43

Expanded Incident Lifecycle


MTTR - Mean Time To Repair or downtime Response Time

Recovery time

Detection

Repair

Restore

Incident

Diagnosis

Recover

Incident

Detection Time

Repair time

MTBF Mean Time Between Failures or Uptime

MTBSI Mean Time Between System Incidents


2007 Hewlett-Packard Development Company, L.P.

87

Service Agreements
Users

Availability

SLA

IT Services IT Systems
Reliability Maintainability OLA Underpinning Contracts Serviceability

Internal Suppliers and Maintainers

External Suppliers and Maintainers


88

2007 Hewlett-Packard Development Company, L.P.

44

Capacity Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

Mission of Capacity Management


To ensure best use of the appropriate IT Infrastructure to cost effectively meet business needs and matching IT resources to deliver these services at the agreed levels currently and in the future Good capacity management eliminates panic buying at the last minute, or buying the biggest box possible and crossing your fingers.

2007 Hewlett-Packard Development Company, L.P.

90

45

Objectives of Capacity Management


Optimal performance of the current infrastructure Understanding how the infrastructure is being used and how it will be used Assessing new technology Building capacity for new services Forecasting and planning infrastructure requirements for ongoing IT Service Delivery

2007 Hewlett-Packard Development Company, L.P.

91

Capacity Management Strategy


Common Practice Optimum Capacity Level

Actual Growth In Demand

Incidents

2007 Hewlett-Packard Development Company, L.P.

92

46

Three areas of responsibility


Business Capacity Management (BCM) understand future business needs plan and implement sufficient capacity to support services Service Capacity Management (SCM) understand IT services, resource usage and variations ensure that SLA targets can be met Resource Capacity Management (RCM) understand the utilization of all component parts of the IT infrastructure optimize use of the current hardware and software resources
2007 Hewlett-Packard Development Company, L.P.

93

Demand Management
Reactive and Proactive Capacity Management Managing demand where capacity is limited Resources allocated by business priority Influence user behavior Increased or reduced charges for specific resources or times
Optimum utilization Prior to Demand Management After Demand Management

Utilization

8:00

10:00

12:00

14:00

16:00

18:00

2007 Hewlett-Packard Development Company, L.P.

94

47

IT Service Continuity Management

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

IT Service Continuity
A disaster is much more serious than an Incident. A disaster is a business interruption. That means that all or part of the business is not in business following a disaster. The IT Service Continuity Management process emphasizes prevention, i.e. avoiding disasters.

2007 Hewlett-Packard Development Company, L.P.

96

48

Objectives of IT Service Continuity Management


Reduce the vulnerability of the organization Reduce identified risks Plan for recovery of business processes To involve 3rd parties to mitigate risk Reduce the threat of potential disasters To prevent loss of Investor confidence

2007 Hewlett-Packard Development Company, L.P.

97

Business and IT Responsibilities


Business Continuity Business Processes Facilities Business Staff Strategy for Business Continuity IT Continuity IT Services Systems Technical Staff Strategy for IT Continuity

2007 Hewlett-Packard Development Company, L.P.

98

49

Possible Risks
Damage and denial of access Loss of critical support services Failure of critical suppliers Human error Technical error Fraud, sabotage, extortion, espionage Viruses or other security breaches Industrial action Natural disasters

2007 Hewlett-Packard Development Company, L.P.

99

Business Impact Analysis (BIA)


Purpose: Identify key IT services Determine the effect of unavailability Investigate the time before the effects are felt Assess minimum recovery requirements Document with the business Impact scenarios

2007 Hewlett-Packard Development Company, L.P.

100

50

Service Continuity Strategy


Which services will we plan for? What recovery and preventative options are available? What are the costs of each? Which services take priority in recovery?

2007 Hewlett-Packard Development Company, L.P.

101

Standby Arrangement
Options Do nothing Manual workarounds Reciprocal arrangements Fortress Approach Insurance Immediate recovery hot standby (<24 hrs) Intermediate recovery warm standby (24-72 hrs) Gradual recovery cold standby (>72 hrs)

2007 Hewlett-Packard Development Company, L.P.

102

51

The IT Service Continuity Plan


A working document detailing all processes and procedures Under stringent Change Management Detailing individual and team responsibilities Off-site storage essential

2007 Hewlett-Packard Development Company, L.P.

103

Financial Management for IT Services

2005 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

52

Mission of Financial Management


To provide cost effective stewardship of the IT assets and the financial resources used in providing IT services
ITIL was developed to structure the management of the IT infrastructure to promote the efficient and economic use of IT resources. One of the objectives was to stimulate cost awareness of customers to promote the wise use of IT resources in the perspective of business goals.

2007 Hewlett-Packard Development Company, L.P.

105

Scope of Financial Management


Budgeting (mandatory)
Forecasting, control and monitoring of expenditure

IT Accounting (mandatory)
Enables IT to account for where money is spent on running the department and providing services

Charging (optional)
Billing customers for services

2007 Hewlett-Packard Development Company, L.P.

106

53

Objectives of Financial Management


To account for running IT To facilitate accurate budgeting As a basis for business decisions Balancing cost, capacity and SLRs To recover costs where required (Charging)

2007 Hewlett-Packard Development Company, L.P.

107

Cost Elements
Major type Hardware Software People Accommodation Transfer External Services Cost Elements Servers, storage, workstations, laptops, PDAs, printers, networks Operating systems, applications software, utilities Recruitment, employment costs, benefits, cars, relocation costs, expenses, training Offices, power, lighting, water, storage, secure areas Internal charges from other cost centres within the organisation Security services, IT Service Continuity services, outsourcing services
2007 Hewlett-Packard Development Company, L.P.

108

54

Cost Model

Hardware

Software

People

Accommodation

External Service

Transfer

Cost elements

Direct Costs

Indirect Costs

2007 Hewlett-Packard Development Company, L.P.

109

Benefits of Charging
Improved cost consciousness Better utilization of resources Allows comparisons Differential Charging
Demand management

Recover IT costs in an equitable manner, according to IT demands Allowing users to influence usage/charges Raise revenue

2007 Hewlett-Packard Development Company, L.P.

110

55

Problems of Charging
Cost of implementing and running charging system Allocation of running costs to customers Negative reaction to IT costs and charges due to increased visibility Perception of poor value for money Failure to differentiate between internal and external money Failure to make equivalent comparisons

2007 Hewlett-Packard Development Company, L.P.

111

ITIL Certification Overview

2004 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

56

ITIL Certification & Training


IT Service Management is made up of two areas:

Service Support

Service Delivery

Change Management Configuration Mgmt Release Management Incident Management Problem Management Service Desk

Service Level Mgmt Financial Management Capacity Management Availability Management IT Service Continuity Management

2007 Hewlett-Packard Development Company, L.P.

113

ITIL Certification & Training


The ITIL Foundation Certification covers both Service Support and Service Delivery as an overview of ITIL.

Service Support

Service Delivery

Change Management Configuration Mgmt Release Management Incident Management Problem Management Service Desk

Service Level Mgmt Financial Management Capacity Management Availability Management IT Service Continuity Management

Foundation Level Training


2007 Hewlett-Packard Development Company, L.P.

114

57

ITIL Certification & Training


The ITIL Service Manager Certification covers both Service Support and Service Delivery at a very deep and comprehensive level.

Service Support

Service Delivery

Change Management Configuration Mgmt Release Management Incident Management Problem Management Service Desk

Service Level Mgmt Financial Management Capacity Management Availability Management IT Service Continuity Management

Service Manager Training


2007 Hewlett-Packard Development Company, L.P.

115

ITIL Certification & Training


The ITIL Practitioner Certification is a new certification level. The ITIL Service Manager training has been divided into four independent Practitioner certifications:

Release and Control


Change Management Configuration Mgmt Release Management

Agree and Define


Service Level Mgmt Financial Management

Support and Restore


Incident Management Problem Management Service Desk

Plan and Improve


Capacity Management Availability Management IT Service Continuity Mgmt

Practitioner Training
2007 Hewlett-Packard Development Company, L.P.

116

58

ITIL Certification & Training


The ITIL Certification Roadmap looks like this now:

Service Manager Certification (2 Exams Required) Foundation Certification OR Practitioner Certification (4 independent certifications 1 exam each)

Service Support

Service Delivery

Release and Control

Agree and Define

Support and Restore

Plan and Improve


117

2007 Hewlett-Packard Development Company, L.P.

ITIL Certification & Training


Some individuals choose to pursue their certification like this:

Release and Control

Agree and Define Service Support Service Delivery

Foundation Certification
Support and Restore Plan and Improve

Practitioner Certification

Service Manager Certification

Note: Practitioner Certification is not a prerequisite to the Service Manager Certification. Foundations Certification is the only prerequisite for either Practitioner or Service Manager Certification.
2007 Hewlett-Packard Development Company, L.P.

118

59

ITIL/IT Service Management Roadmap to Success

2007 Hewlett-Packard Development Company, L.P.

119

Approaching Improvement with ITIL

Greatness is largely a matter of conscious choice.

2007 Hewlett-Packard Development Company, L.P.

120

60

Approaching Improvement with ITIL


Before we begin walking the roadmap: There must be a clear business justification for an ITSM implementation. Making business processes more efficient and effective is a justification example. All improvements must deliver benefits to the business, otherwise there is no business case. ITSM can make a difference to your entire organization.
2007 Hewlett-Packard Development Company, L.P.

121

ITSM Roadmap
Successful deployments of IT Service Management follow the following path: Learn

Evaluate Align Integrate


2007 Hewlett-Packard Development Company, L.P.

122

61

Step 1: Learn
Senior management commitment Resources Budget Establishing a vision Training and communicating to employees about ITIL and the strategy for the organization Creating a sense of urgency
2007 Hewlett-Packard Development Company, L.P.

123

Step 2: Evaluate
All good to great companies begin their path to greatness by confronting the brutal facts of their current reality.
Jim Collins Good to Great

Evaluate what IT is doing today IT Baseline Defining what are the services IT provides today?
Processes Best Practices Functions Linkages

2007 Hewlett-Packard Development Company, L.P.

124

62

Step 2: Evaluate
Identifying how large is the gap between the current role and the required role of IT:
Are the right processes and procedures in place to achieve our goals? Do we have the right skill sets in place for success? Do we have the right technology to support the business? Do we need to change how we work and act within our culture? How do we become more service oriented to the business?

2007 Hewlett-Packard Development Company, L.P.

125

Step 3: Align

Understanding the business, its stakeholders and its environment. Having the business understand what IT is capable of. Determine how IT impacts the business.

2007 Hewlett-Packard Development Company, L.P.

126

63

Step 4: Integrate
Enact process changes in areas that make sense. Implement and change tools to support the processesnot the other way around. Eliminate services that have no value to the business. Recommend, prioritize and establish agreements with the business that are based on business importance, effort, cost and results. Communicate, communicate, communicate
2007 Hewlett-Packard Development Company, L.P.

127

ITSM Lifecycle
Customer

Transformational

Operational

Needs

Design

Build

Integrate

Manage

Evolve

HP Effort/$s

Software / Tools

Implementation & Transformation

Operational ITSM

Education

Time
2007 Hewlett-Packard Development Company, L.P.

128

64

Thank you!

2007 Hewlett-Packard Development Company, L.P.

129

65

Vous aimerez peut-être aussi