Showing posts with label process automation. Show all posts
Showing posts with label process automation. Show all posts

Monday, May 25, 2009

Seven Tips to Rapid Service Transformation

May 15, 2009
By Martin Likier

No ITSM methodology can guarantee success, but there are ways to shorten time to implementation and ensure you get it right the first time, writes ITSM Watch guest columnist Martin Likier of Forsythe.

Once your organization has made the decision to implement an IT service management (ITSM) discipline, you can quickly become overwhelmed.

A litany of books, terms, processes, functions, roles and responsibilities is the first wave that hits you. Then a second wave hits you, which includes communicating with the business, defining services, service level agreements and the gruesome task of trying to develop critical success factors, key performance indicators and operational metrics.

It is enough to make anyone feel like they're drowning, but it doesn't have to be that way. While there is no methodology that can guarantee success, there are seven tips that will shorten your time to implementation, while helping ensure you get it right the first time.

Tip One: Start with a Framework

Frameworks help people avoid reinventing the wheel and overlooking something that will rear its ugly head sooner or later. If you already have a framework in place, you have a choice to make: continue with that framework or choose a new framework. For those who are thinking about choosing a framework path, you may want to consider the following frameworks.

ITIL has become the de facto global standard for IT service management. ITIL provides a set of best practices for managing all phases of the IT service lifecycle. ITIL's best practices encompass services, people, processes and technology, implemented from a life cycle point of view, focused on integration with the business. Because it is public and non-proprietary, it is cost effective and provides the fastest path to making your framework actionable.

Alternatives to ITIL like Microsoft Operations Framework (MOF) do exist but can be based on proprietary or a specific vendor's knowledge which can make them far more difficult to adopt and adapt, and their focus can be either too broad or too narrow. If you are considering an alternative to ITIL, be sure you have determined that it fits your organization’s service management requirements and that you are aware of where gaps may exist between its capabilities and your requirements.

Tip Two: Effective IT Service Management Program is Proactive versus Reactive

Most IT departments spend a great portion of their day operating tactically by reacting and responding to one IT fire after another. Due to this turmoil, reactive organizations generally wait for a directive from the business before they move forward. Proactive organizations are always looking for ways to improve and provide better service. They understand the importance of integrating IT into the business and being viewed as a strategic partner. IT departments that successfully transform into a service oriented culture are able to maintain a proper balance between being proactive versus reactive.

Being extreme in either case can cause problems, but being more proactive helps position IT organizations as true advocates of the business. The business will appreciate you more and value you more highly if they see you being proactive in trying to address and even prevent problems.

Tip Three: Implement Best-Practice Processes and Document Them Properly

Whether it’s a down economy (potentially losing staff) or a thriving economy (potentially gaining staff), it is important for everyone to know what is expected of them and how to accomplish their tasks. Implementing a formalized and documented process model based on best practices will lead to consistent performance of your IT staff day-in, day-out. This holds true whether you are a new hire asked to perform a task on day one or you are a 20-year veteran. Each process should have an identified owner and include role-aligned procedures and tool-aligned work instructions. Using an informal process approach leaves too much to interpretation and runs the risk of not getting it right the first time.

Tip Four: Establish a Governance Committee

Establishing a formal governance (or steering) committee will ensure the continued evolution of an IT service management initiative. Such committees take a holistic view of the entire portfolio of IT programs and recommend and prioritize which improvements should be made and when. Without a formal committee, governance will typically be ad-hoc and driven by silo requests. Ad-hoc governance rarely considers the integration of processes, people and technology to provide improved services to the customer.

Tip Five: You Must Be Able to Explain, Monitor and Evaluate Your IT Processes in Terms of How They Support Your Business and its End-Users

Albeit the challenge in doing so, IT departments must start to view themselves as providers of business services and not just the supporters of applications, servers, networks and storage arrays. While the latter is true, business users and customers are generally not concerned about the details of making technology work, but rather they are concerned about whether an agreed-upon service is available or meeting their expectations. Understanding a new or existing service’s utility (what a service does) and its warranty (how well it does it) will help ensure that the service meets the requirements of the business. With that knowledge you should be best positioned to document repeatable and integrated processes for managing your services and operations.

Tip Six: Structure Your Support Organization into Integrated Teams versus Isolated Support Silos

In many IT organizations, day to day support is provided and managed by technology groups such as Windows Support and Unix Support. Most often these independent support silos operate independently with a myopic focus on technology outcomes such as server uptime. However siloed organization and behavior makes it much more difficult to reach business goals or targets due to alignment with IT-focused Operational Level Agreements rather than business-focused Service Level Agreements. This leads to less-efficient use of staff resources and poor interdepartmental communication.

Best results are often achieved when companies break down isolated support silos and work to create integrated support teams. Integrated support teams collaborate to support a service end-to-end, from desktop (or user!) to server, and focus on achieving business outcomes.

Tip Seven: Establish Service-based versus Operational Metrics

Don’t expect what you don’t inspect, and when you inspect, ensure you are measuring what really matters. A formal reporting and measurement program is a key component to quickly identify areas for improvement. The trick here is not to get bogged down at the lowest level of a reporting strategy by only viewing operational metrics. A good reporting strategy should include operational metrics, key performance indicators and critical success factors which encompass an end-to-end service operation. This effort can be further expanded by introducing a sound Continual Service Improvement process. By doing so your organization's ITSM measurement and reporting activities will provide the basis for identifying and prioritizing IT service improvements.

Summary

To assist with guiding your IT service transformation’s passage through the rough waters of implementation, these seven tips can help ensure that you not only get off to the right start, but can ease the concern of how to get there. This approach leverages the integration of services, process, people, and tools which leads to infinite synergy. By understanding this and executing on these tips, you can calm and navigate the waters of IT service transformation without drowning.

Mr. Likier is an ITIL V3 Expert certified consultant within Forsythe's IT Service Management Professional Services Group. Most recently, he has been responsible for the delivery of IT Service Management best practices which provide value to customers in a wide range of vertical markets. His experience encompasses ITSM, ITIL, and process design/implementation and project management.

Saturday, March 21, 2009

Process Makes Perfect: How to Turn IT Process Automation into Business Growth

From: www.cio.com

Process Makes Perfect: How to Turn IT Process Automation into Business Growth
– Stephen Elliot, CIO

March 11, 2009

Stephen Elliot, VP of strategy for CA's Infrastructure Management and Data Center Automation business units, is speaking at this week's AFCOM Data Center World conference on data center efficiency. He shared this advice on the topic for CIO.com readers.
2009 will likely go down in history as a tough year for the global economy, and a tougher year for most IT organizations. CIOs are being asked to further reduce budgets and increase staff efficiencies, while maintaining and often increasing the quality and number of IT services. However, as Albert Einstein once said, "in the middle of difficulty lies opportunity"; IT is full of them.

The rise of virtualization, policy-based networking, process standardization, automation, and SOA has positioned IT at a critical inflection point in achieving business efficiency and effectiveness. As IT and business leaders, we must seize these opportunities. To "get more out of less," CIOs are prioritizing investments into technologies that offer business impact and continuous cost containment. One of these areas is IT process automation technologies, whereby solutions ensure the automated workflow of a series of tasks, potentially triggering an action based on a series of inputs. Often, many of these projects start with a change or configuration process while success is measured on basic ROI metrics. What's interesting is that ROI is not enough. Measuring the business impact of IT process automation is where savvy CIOs are investing time and resources, using ROI as a baseline for time to value.

Recent customer conversations show this to be true:


A large financial service firm is working towards delivering business process impact by integrating their virtual and physical management solutions into a service view, while mapping the service and application topology to the key customers' groups and utilizing chargeback for the services.


A large insurance company is linking the number of agents to the number of policies created per day. The availability of this system is paramount, as is the data accuracy and capture.

A retailer is linking their pricing and POS systems to the ability to execute workload automation. This helps to maintain accurate price points and ensure a balance between profitability and inventory management.

A large service provider is managing SOA-based applications to high levels of availability and service levels, based on in-depth root cause analytics of application performance solutions.

A large bank is looking to compress change and configuration costs and fragmented processes by standardizing process workflows across separate IT groups.

The common theme for all of these examples is efficient use of technology, notably IT process automation, to drive the business outcome. As a stand-alone solution, IT process automation has limited value. But when paired with solutions such as service desk or data center automation, they become an integral part of the foundation for business growth and IT's ability to directly measure and generate it.

However, technology alone does not generate these business returns. In about 55% or so of our customer conversations, the IT organization has adopted multiple IT processes, often based on ITIL or CoBit. The most common ones include problem, change, incident, and configuration management. More recently, CIOs have asked us to map solutions to support financial and release management. In a few cases, some aggressive CIOs are evaluating ITILv3. In all cases, the notion of managing a "service," upon which ITILv 3 is espoused, is prevalent.


Getting Started
CIOs should consider the following recommendations to drive success in IT process automation and consider that the trifecta of IT staff, process standardization, and technology are required to create a sustainable competitive advantage and successful business outcomes. To achieve this, CIOs should:

  • Purchase an IT process automation solution: Consider the workflow engine the most important purchase criteria; integration across a vendor's portfolio and with third party solutions is a close second.
  • Integrate the tool with a data center automation strategy: The ability to automate workflows will be a paramount requirement for on-going cost savings and efficient IT operations.
  • Utilize virtualization: Effective use of process automation will take place in both physical and virtual infrastructure; integration into a seamless, singular workflow is the goal.
  • Adopt ITIL process standardization: Go beyond the foundational processes and adopt financial management and release management; automate the processes.
  • Get small "wins" first: Automating IT change and configuration management processes are a great way to reduce costs; start within an IT silo and build out across teams.
  • Add process automation to data center consolidation projects: Automation must be a key requirement of any data center project to fully realize on-going cost and efficiency benefits.
  • CIOs should recognize that IT process automation is more than just deploying a purpose-built tool. It requires IT staff buy-in and CIO leadership to drive automation and standardization of process workflows with specific business objectives. Example of objectives include the reduction in the number of trouble tickets, an improvement in IT service availability, or key business process outcomes such as those outlined in the examples above.

ROI as a Success Factor: Don't Sell Yourself Short
It's easy in this economic environment to rely solely on ROI, and in fact ROI is a great starting point. But, increasingly we are working with clients to establish business cases that are for "continuous cost containment." For example, while IT process automation can drive much efficiency, the real value is getting multiple teams to understand their role in the process as it becomes automated, and to measure the impact of this automation. As process standardization takes hold, the behavior and time allocation to certain tasks for IT changes. CIOs must work with IT staff to identify the key stakeholders, create buy -in for the new processes, and measure their success. Communicating these key factors to the staff is imperative. IT process automation is but one initiative that should be considered in tough times. However, CIOs should use this as a stepping stone to larger efficiency measures that bring teams together, improve efficiencies, and establish a foundation for business growth.

Stephen Elliot is vice president of strategy for CA's Infrastructure Management and Data Center Automation business unit. In this role, he is focused on key areas such as business unit technology, strategy creation, analyst relations, market positioning, partner development, and customer deals. Prior to CA, Mr. Elliot was a noted software industry analyst at IDC, Hurwitz Group, Gartner, Instat, and Forrester.