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ITIL Orientation Workshop

Introductory Learning

Harbinger Consulting Solutions (www.hcsindia.com)


Successful Business by People through Process and Tools

Workshop Details
Purpose
- To understand the ITIL Concepts and applications

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Process
- Introduce the concepts through structured steps followed in ITIL - Group session to simulate real time scenarios for effective ITIL implementation

Payoff
- Provides insight about ITIL - Aids implementing better business process - Increase individuals market value

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Agenda
Day 1
- ITIL Introduction - ITIL Life Cycle - Make IT Real

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ITIL Introduction
Service

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- Way of providing value to the customer by helping them achieve their objectives - Hotels, Banks, Airlines

Preferred Service Provider


- Enables best to achieve customer objectives - Greatest advantages and offerings

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ITIL Introduction
Service Management

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- Set of specialized organizational capabilities for providing value to customers in the form of services.

Specialized Organization Capabilities


- All of the processes, methods, functions, roles and activities used by the service provider to deliver the service - Purpose of doing business
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ITIL Introduction
ITSM IT Service Management

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- Implementation and management of Quality IT Services that meet the needs of business - Performed by IT Service Providers through an appropriate mix of people, process and Information Technology - To ensure IT services are aligned with business needs

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ITIL Introduction
ITSM Benefits
- Business Benefits
Increased Quality, Relationships, Productivity

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- Financial Benefits
Planned and Controlled spending

- Employee Benefits
Increased productivity, transparency

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ITIL Introduction
ITIL
- Framework of best practices

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- Describes all tasks, activities, inputs and outputs

Best Practices
- The most efficient (least amount of effort) and effective (best results) way of accomplishing a task, based on repeatable procedures that have proven themselves over time for large number of people
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ITIL Introduction
IT Service

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- Service provided to one or more customer by an IT Service provider - Based on the use of Information Technology & supports Customer Business Process Infrastructure Service - IT Service that is not directly used by the business. - It is required by the IT Service Provider so they can provide other IT Services.
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ITSM & ITIL Evolution


1970 80s
Systems Management

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1980 90s
IT Infrastructure Management

1990s onwards
IT Service Management

Resource Focus

Service Focus

Business - IT Alignment

Business - IT Integration

ITIL V1

ITIL V2

ITIL V3

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ITIL V3 Highlights
Structured with business value Defines Service Management Value Propositions Return on Investment Measurement Focuses on complete life cycle

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Service Strategy, Service Design, Service Transition, Service Operation & Continuous Improvement Plan

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Agenda
Day 1
- ITIL Introduction - ITIL Life Cycle - Make IT Real

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ITIL Life Cycle


Service Strategy Service Design Service Transition Service Operation Continual Service Improvements
Effective Efficient Balanced with Business

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Strategy

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Moving from where you are to where you want to be in the future through sustainable competitive advantage
X-Your offering

Company X Now

Vision

Z - Customer Needs Y- Change in Customer Behavior X = Z+Y

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Service Life Cycle


IT Budgets

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Service Strategy

Business Pattern & Opp. Service Portfolio Augmentation New & changed Assets

Service Design

Service Catalog, SLAs, OLAs, UCS Testing & Validation Criteria Known Error Development

Service Transition

Testing & Validation Results Change Authorization Incidents, Problems, Service Requests

Service Operations

RFCs Events and Info from Monitoring

Continual Service Improvements

Continuous Improvements

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Service Strategy
Goals - To figure out the business opportunity

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- Design, develop, implement service management as a strategic asset balanced with business objective

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Service Strategy
1. Customer Understanding

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Define Market

2. Understand Opportunity 3. Classify & Visualize 1. Define Market Space

Develop Offerings

2. Service definition 3. Service Portfolio, Catalogs 1. Service Management as a strategic Asset 2. Strategic Assessment 3. Setting Objectives, metrics for assessment 1. Align service asset with customer outcome 2. Define CSF & Competitive analysis 3. Prioritize investment 4. Alignment with customer need 5. Expansion & Growth 6. Differentiation in market space

Develop Strategic Assets

Prepare for Execution

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Service Strategy
Service Asset

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- Capability or resource of a service provider - Used to create value in the form good / services - Acquiring resource is easier than capability

Ex:
- Resources
IT Infrastructure, Software, Capital

- Capabilities
Process, Functions, Knowledge
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Service Strategy
Valuation

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- Provides business and IT the measurement to agree on the value of IT services - Cost Vs Benefit Analysis - Value created by combining warranty and utility

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Service Strategy
Process - Financial Management - Demand Management - Portfolio Management

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Accessories
- Risk Management

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ITIL Life Cycle


Service Strategy Service Design Service Transition Service Operation Continual Service Improvements
Effective Efficient Balanced with Business

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Service Design
Objective

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- To convert strategic objective into service assets and service portfolios

Aspects
- Service Portfolio - Service Solutions - Technology Architecture - Process - Measurement & Metric Systems
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Service Design
Service Portfolio Service Solutions

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- Collection of systems, tools for the management and control of services through their lifecycle

- All resources, capabilities of needed and agreed requirements

Technology Architecture
- Blue print of service implementation in terms technology, tools and management systems

Process
- Set of procedures to handle the entire business or services scenario

Measurement Systems
- Measurement and metrics system to evaluate the service value
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Service Design
Process
- Service Level - Service Catalog - Capacity Management - Availability Management - Continuity Management - Security Management - Supplier Management

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ITIL Life Cycle


Service Strategy Service Design Service Transition Service Operation Continual Service Improvements
Effective Efficient Balanced with Business

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Service Transition
Objectives

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- The development and improvement of capabilities for transitioning new and changed services into operation

Process
- Knowledge Management - Service Asset & Configuration Management - Change Management - Release & Deploy Management - Validation & Testing

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Service Transition
Knowledge Management
- Data, Information, Knowledge, Wisdom

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Components
- Service Knowledge Management System - Configuration Management Systems - Configuration Management Data Base - Known Error DataBase

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Service Transition
Configuration Management
Identification
Status Control

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Mgmt

Accounting

Verification & Audit

Reporting

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Service Transition
Change Management

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- To ensure standardized methods and procedures are used - Efficiently to minimize the impact

Analysis
- Normal, Standard & Emergency Changes
Decides urgency

- Minor, Significant, Major


Decides Impact

- ECAB, CAB, CM approvals for RFCs


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Service Transition

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Release and Deployment Management


- To deploy releases into production and establish use of the service in order to deliver value to customer and be able to hand over service operation

Release
- Collection of Authorized changes to an IT service

Release Unit
- Portion of service of IT infrastructure ie normally released together as per org release policy
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Service Transition
Release Management Terminologies
- CI - DML - DS Configuration Item Definitive Media Library Definitive Spares

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- Major Release - Minor Release - Emergency Fix

Roll out of new HW / SW v1 Few minor improvements v1.1 Quick fix for a problem v1.1.1

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Service Transition
Service Validation & Testing

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- To ensure that all new or changed IT services match the design specifications and will meet business needs as well.

Aids
- Incidents, SD Calls reduction - Minimize problem - Reduce cost - Improves quality
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ITIL Life Cycle


Service Strategy Service Design Service Transition Service Operation Continual Service Improvements
Effective Efficient Balanced with Business

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Service Operation
Objective
- To enable effectiveness and efficiency in delivery and support of IT services - Achieving balance in IT Operation - Communication
Functions Service Desk Technical Management Application Management IT Operation Management

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Process Incident Management Problem Management Event Management Request Fulfillment Access Management
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Service Operation
- Balanced View
Internal Focus v/s External Focus Stability v/s Responsiveness Quality of Service v/s Cost of Service Reactive v/s Proactive

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- Functions
Refers to team or group of people and the tools they use to carry out one or more processes or activities

- Process
Set of coordinated activities combining and implementation resources and capabilities to provide value to customers or stakeholders

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Service Operation
IT Operation Management
Service Desk Technical Management Main Frame Server Network Storage Database Desktop Facilities Management
Data Centers Recovery Sites Consolidation of Contracts

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IT Operations Control
Console Mgmt Job Scheduling Backup & Restore

Application Management HR Apps

Financial Apps

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Service Operation
Service Desk Types
- Call Center, Help Desk, Service Desk

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Service Desk Organization


- Local Service Desk - Centralized Service Desk - Virtual Service Desk - Follow the Sun

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Service Operation
Skills Tools
- Computerized service desk - Voice services - Web and Email - Self Help for customers - Linkages to SLA, CMDB - Access to availability monitoring tools ..

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- Technical, Communication, Business understanding

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Service Operation
Service Desk KPI
- # of calls received - # of calls transferred to other staff - Call resolution time - Customer Satisfaction - Use of help desk

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Service Operation
Process
- Event Management - Incident Management - Problem Management - Request Fulfillment - Access Management

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Service Operation
Event Management
Event Occurs Event Detection Alert

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Event Filtering

Event Impacts

Event Correlation

Trigger

Response Selection

Review Actions

Close Event

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Service Operation
Incidents Management
- Unplanned interruption to an IT service or reduction in the quality of service - Managing with in agreed level

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Service Request
- Request by user for information, advice, standard change, access to an IT Service

Prioritization
- Impact + Urgency (No Emotional feelings)
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Service Operation
Incident Management Activities
E2E ownership, closure, communication*
Logging* Categorization, initial Support & Prioritization Investigation and Diagnosis Resolution and Recovery Incident Closure*

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* SD Responsibility
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Service Operation
Incident Management KPIs
- Total # of incidents

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- % of incidents closed within SLA response time - % of incident closed by SD with out reference to next level support - Average cost per incident - # and % of incidents solved remotely with out a visit

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Service Operation
Problem Management

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- To minimize the adverse impact of incidents and problems that are caused by errors with in IT infrastructure and to prevent the recurrence of incidents related to these errors
Problem
- Unknown underlying cause of one or more incidents

Known Error
- Known under lying cause - KEDB Known Error Data Base

Workaround
- Used to restore agreed service operation ASAP
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Service Operation
Problem Management
Incident Management
Incident Incident Incident Incident

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Problem Management
Problem Problem KE Known Error

Change Management
RFC RFC

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Service Operation
Request Fulfillment

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- To provide an effective and efficient channel for users to make requests, gain information and obtain standard services - Carried by SD function - Models Predefined with some form of approvals

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Service Operation
Access Management

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- To grant authorized users the right to use a service while preventing to non-authorized users in order to protect confidentiality, integrity and availability of Information / Infrastructure - Activities
Request Verification Providing Rights Monitoring Identity Status Logging & Tracking Access Removing or Restricting Access

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Service Operation
Make IT Real
- Value to business - Effectiveness and Efficiency of IT Service delivery - Increased Return on Investments

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ITIL Life Cycle


Service Strategy Service Design Service Transition Service Operation Continual Service Improvements
Effective Efficient Balanced with Business

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CSI
Continual Service Improvement

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- To ensure continual improvements to IT service management processes and IT services

Process
- Service Level Management - Service Measurement and Reporting - CSI Improvement Process

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CSI
What is our Vision Business Vision, Mission, goals Base line assessments Measureable Targets Service & Process Improvements Measurement & Metrics Where are we (As Is Scenario) Where do we want (To be scenario) How do we move There? Did we reach the Destination

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Thank You

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YOU
M a k e th e D iffe r e n c e !

dmanjula@hcsindia.com

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