Capacity Management Process

Quick Reference Card

Target Audience: Account and Service Delivery Executives and Capacity
Managers
Owner: Capacity Management Global Process Owner
Version: R.01.07
Version Date: 01-Aug-14

DEFINITION OF CAPACITY MANAGEMENT

Capacity Management - The objectives of the Capacity Management
process are to define, track and control IT service capacity on three main
levels (Business, Service and Component) to ensure service delivery is
ready to meet the demands of customers at agreed performance levels.
The goal of Capacity Management is to understand the business
requirements, the organizations operation and IT infrastructure and
ensure that all the agreed current and future capacity and performance
aspects of the business requirements are provided cost-effectively.

BUSINESS RULES
The following Business Rules are high level operational standards which
must be complied with to ensure successful and complete outcomes with
each execution of the Capacity Management process.
1. Capacity Management Process is well defined, documented, correctly
implemented and consistently followed.
2. Training all HP staff involved in Capacity Management must be
trained before they use the process.
3. Roles and Responsibilities are clearly defined and all involved
parties in the process are empowered to run the Capacity
Management process.
4. Process Performance (KPIs) are tracked, so that client and HP
metrics can be reported.
5. Components are monitored for Capacity, and alerts are raised as
needed.
6. Utilization reporting is available for all Business processes/
services/components, and forecasts are reviewed regularly with SDE
and customer counterpart for proactive recommendation.
7. Forecasted capacity issues with their recommendations are managed
(tracked) up to implementation or risk agreement.
8. An up-to-date Capacity Plan shall be available, covering all levels
(Component, Service and Business), in line with the Service Catalog
and contractually agreed requirements and frequency.
9. Vital Business Functions (VBFs), or in some regions Key Production
Environments (KPEs) shall be managed and maintained

ROLES AND RESPONSIBILITIES

Capacity Manager The Capacity Manager ensures business capacity requirements are met,
monitored, controlled, and planned.

Business Capacity Planner - The Business Capacity Planner is

responsible for applying business capacity planning knowledge to the
process. Within a Managed Services environment, the Business Capacity
Planner is a role best suited for the account customer team.
Important Confidentiality Notice

Service Capacity Planner - The Service Capacity Planner is responsible

for applying service level Capacity Planning knowledge to the process. This
position will functionally report to the Capacity Manager.
Component Capacity Planner - The Component Capacity Planner is
responsible for applying detailed technical Capacity Planning knowledge to
the process. This position will functionally report to the Capacity Manager.
Business Performance Analyst - The Business Performance Analyst will
be responsible for providing key business performance parameters that
will guide business capacity management decisions. When the Business
Performance Analyst is within the Managed Services Organization it is best
suited for Management within the customer team.
Service Performance Analyst - The Service Performance Analyst will be
responsible for providing key service performance parameters and metrics
within their assigned area of expertise.
Component Performance Analyst - The Component Performance
Analyst will be responsible for providing key component performance
parameters and metrics within their assigned area of expertise.

See CapM 01 Flow Diagram Overview

PROCESS AND SUPPORTING ASSETS

HP Global Capacity Management Process can be found at <click
Capacity Management box>: PVE - Capacity Management
Where the following documents can be referred to:

CapM Relationship Diagram

CapM Process Overview Guide

CapM Process Overview Presentation

CapM Metrics Guide

CapM Roles Guide

CapM Capacity Assessment Template

CapM Capacity Plan Template

AvbM_CapM Planning Survey

CapM Tool Correlation

AvbM_CapM_Risk_Assessment_Template

AvbM Data & Reporting Guiding Principles

AvbM and CapM Sample IT Service Parameters

AvbM and CapM Contact and Meeting Matrix Template

TOOLSET AND RELATED WORK INSTRUCTIONS

CapM Work Instructions:
CapM DB Oracle Work Instructions
CapM ISERIES Work Instructions
CapM Network Work Instructions
CapM SAN STORAGE Work Instructions
CapM SAP Work Instructions
CapM UNIX Wintel Work Instructions
CapM ZSERIES Work Instructions

CAPM 01 MANAGE CAPACITY - BUSINESS LEVEL

CapM 01-01 Identify Business IT Capacity Requirements

CapM 01-02 Monitor Business IT Capacity Use
CapM 01-03 Analyze Business IT Capacity
CapM 01-04 Tune Business IT Capacity
CapM 01-05 Forecast Business IT Capacity
CapM 01-06 Create or Update Business IT Capacity Plan
CapM 01-07 Implement Business IT Capacity

PROCESS FLOW AND ACTIVITIES

The Capacity Management process is broken down into three main subprocesses: Manage Capacity - Business Level Manage Capacity - Service
Level and Manage Capacity - Component Level. Each of these subprocesses is further broken down into activities and tasks that will define
the work.

HP Confidential
The information (data) contained on all sheets of this document constitutes confidential information of Hewlett-Packard Company or its affiliates (collectively hereinafter HP). This document is not for release to external Customers.
Copyright 2014 Hewlett-Packard Development Company, L.P. Valid Agreement Required.

PROCESS FLOW AND ACTIVITIES

CAPM 03-01 IDENTIFY COMPONENT CAPACITY REQUIREMENTS

See CapM 02 Flow Diagram Overview

Capacity Manager

CapM 03-01-01 Receive IT Service Information

CapM 03-01-02 Assess and Identify Component Requirements

CapM 03-01-03 Update Capacity Management Information System

CapM 03- 07-01 Review Capacity Plan Recommendations

CapM 03- 07-02 Document Associated Risks
CapM 03- 07-03 Track Recommendations

CAPM 03-02 MONITOR COMPONENT CAPACITY

Component Performance Analyst

CapM 03-02-01 Collect Data

CapM 03-02-02 Execute Extract Programs

CapM 03-02-03 Store Data in Capacity Management Information

System

CapM 03-02-04 Create Capacity Tracking Reports

CapM 03-02-05 Check Thresholds

CAPM 03-03 ANALYZE COMPONENT CAPACITY

CAPM 02 MANAGE CAPACITY - SERVICE LEVEL

CapM 02-01 Identify Service Capacity Requirements

CapM 02-02 Monitor Service Capacity
CapM 02-03 Analyze Service Capacity
CapM 02-04 Tune Service Capacity
CapM 02-05 Forecast Service Capacity
CapM 02-06 Create or Update Service Capacity Plan
CapM 02-07 Implement Service Capacity

PROCESS FLOW, ACTIVITIES AND TASKS

See CapM 03 Flow Diagram Overview

Component Performance Analyst

CapM 03-03-01 Perform Performance Health Check

CapM 03-03-02 Produce Performance Report

CapM 03- 03-03 Complete Detailed Analysis

Component Capacity Planner

CapM 03-03-04 Perform Capacity Health Check

Capacity Manager

CapM 03-03-05 Produce Capacity Report

CAPM 03-04 TUNE COMPONENT CAPACITY

Component Performance Analyst

CapM 03- 04-01 Identify Tuning Options

CapM 03-04-02 Recommend Tuning Solution

CAPM 03-05 FORECAST COMPONENT CAPACITY

Component Performance Analyst

CapM 03- 05-01 Create Trend

Capacity Manager

CapM 03- 05-02 Provide Service Capacity Management with Trends

Business Capacity Planner

CapM 03- 05-03 Determine Business Growth Information

Capacity Manager

CapM 03- 05-04 Receive Business Growth Information and Approved

Projects

CapM 03- 05-05 Determine Service Growth

Component Capacity Planner

CapM 03- 05-06 Consolidate Data

CapM 03- 05-07 Produce Annual Capacity Forecast

CapM 03-05-08 Produce Quarterly Capacity Forecast

CAPM 03-06 CREATE OR UPDATE COMPONENT CAPACITY PLAN

Capacity Manager

CapM 03- 06-01 Produce Capacity Plan

CapM 03- 06-02 Review Capacity Plan and Recommendations

CapM 03- 06-03 Implement Capacity Plan Recommendations

CAPM 03 MANAGE CAPACITY - COMPONENT LEVEL

Important Confidentiality Notice

CAPM 03-07 IMPLEMENT COMPONENT CAPACITY

Component Capacity Planner
HP Confidential

The information (data) contained on all sheets of this document constitutes confidential information of Hewlett-Packard Company or its affiliates (collectively hereinafter HP). This document is not for release to external Customers.
Copyright 2014 Hewlett-Packard Development Company, L.P. Valid Agreement Required.