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IT Service Management
     Service Catalog
     Service Level Management



Keith Schofield – ITSM Specialist
Agenda



      Introduction
             Me
             Serena Software

      ITIL
             Service Catalog
             Service Level Agreement

      Road to Implementation



2                       SERENA SOFTWARE INC.
Agenda



      Introduction
             Me
             Serena Software

      ITIL
             Service Catalog
             Service Level Agreement

      Road to Implemention



3                       SERENA SOFTWARE INC.
Who am I?



Keith Schofield, Arlington VA

25+ years experience in IT Industry
•ITIL v3 Certified
•IT Service Management
•Software Planning
•Software Design & Implementation
•Operational Support Systems
•ETOM experience




4                           SERENA SOFTWARE INC.
Serena Company Overview




    Strength                • 30 years in business
                            • $225+ million annual revenue
                            • $85+ million annual EBITA
                            • 4,000 active enterprise customers
    Investment              • Privately owned by Silver Lake
                              Partners
                                   • $14B in Assets

    Leadership                     • Global leader in technology
                                     investing




5                   SERENA SOFTWARE INC.
Serena Company Overview




    Strength               • $30+ million R&D investment
                           • 300 engineers
                           • Innovations
                                  • Application Life Cycle
    Investment                      Management
                                  • Release Management
                                  • IT Service Management

    Leadership


6                   SERENA SOFTWARE INC.
Serena Company Overview




    Strength                • Leader in transparency and efficiency
                            • Market leadership in ALM and BPM
                            • Industry Recognition

    Investment                     • Forrester Research
                                   • Butler Group
                                   • Gartner

    Leadership                     • Ovum




7                   SERENA SOFTWARE INC.
Agenda



      Introduction
             Me
             Serena Software

      ITIL
             Service Catalog
             Service Level Agreement

      Road to Implementation



8                       SERENA SOFTWARE INC.
Business vs. IT




9                     SERENA SOFTWARE INC.
IT Business Challenges


                                 How can I get the most out of every person,
         Reduce IT Costs         asset, project, and activity?
                                 How can I map IT investments and operational
     Increase Business Impact    decisions to business priorities?
                                 How can I meet the expectations of the
 Improve Quality of Service      business?
          Manage Risk            How can I define and control risk?

                                 How can I track what is going on in your
      Provide Transparency       organization and share that with stakeholders?




10                              SERENA SOFTWARE INC.
IT Business Challenges


                                 How can I get the most out of every person,
         Reduce IT Costs         asset, project, and activity?
                                 How can I map IT investments and operational
     Increase Business Impact    decisions to business priorities?
                                 How can I meet the expectations of the
 Improve Quality of Service      business?
          Manage Risk            How can I define and control risk?

                                 How can I track what is going on in your
      Provide Transparency       organization and share that with stakeholders?




11                              SERENA SOFTWARE INC.
5 ITIL Publications

                             Design, develop and implement service management as
         Service Strategy
         Service Strategy    a a strategic asset.



                             Design new or changed services for introduction into the
         Service Design
         Service Design      live environment.




                             Coordinate and carry out the activities and processes
        Service Operations
        Service Operations   required to deliver and manage services at agreed levels
                             to business users and customers.

                             Continually align and re-align IT services to the changing
        Continual Service
        Continual Service    business needs by identifying and implementing
         Improvement
          Improvement        improvements to IT services that support business
                             processes.


12                               SERENA SOFTWARE INC.
ITIL Publications’ Processes


         Service Strategy
         Service Strategy    1. Service Level Management
                             2. Service Catalog Management
                             3. Supplier Management
       Service Design
       Service Design
                             4. Availability Management
                             5. Capacity Management
        Service Transition
        Service Transition   6. Continuity Management
                             7. Information Security Management
        Service Operations
        Service Operations



        Continual Service
        Continual Service
          Improvement
           Improvement



13                             SERENA SOFTWARE INC.
Service Catalog


“A database or structured Document with
information about all Live IT Services, including
those available for Deployment. The Service
Catalogue is the only part of the ITIL Service
Portfolio published to Customers, and is used to
support the sale and delivery of IT Services. The
Service Catalogue includes information about
deliverables, prices, contact points, ordering and
request Processes.”
                                               ITIL V3



14                     SERENA SOFTWARE INC.
Service Catalog Management Aims
     and Objectives

• Aim          To provide a single source of consistent information for
               all agreed services and ensure that it is widely available
               to those who are approved to access it
               Ensure service catalog documentation is updated and
               accurate for all current and approved services



• Objectives   Manage the information contained in the service catalog
                  • Status
                  • Interfaces
                  • Dependencies of services




15                             SERENA SOFTWARE INC.
Service Level Agreement




“An Agreement between an IT Service Provider and a
Customer. The SLA describes the IT Service, documents
Service Level Targets, and specifies the responsibilities of
the IT Service Provider and the Customer. A single SLA
may cover multiple IT Services or multiple Customers.”
                                                      ITIL V3




16                        SERENA SOFTWARE INC.
Service Level Management– Aims and
     Objectives

     Aim          Ensure that an agreed level of IT service is provided for
                  all current IT services


     Objectives   Define, document, agree, monitor, measure, report and
                  review service levels
                  Provide and improve the relationship with business
                  Ensure specific/measureable targets are developed for
                  all IT services
                  Monitor/improve customer satisfaction with the quality of
                  service delivered
                  Ensure IT and the customers have a clear expectation
                  of the level of service to be delivered


17                            SERENA SOFTWARE INC.
SLA’s and OLA’s



       Service Level                           Operational Level
        Agreement                                Agreement
•An agreement between an IT            •An agreement between an IT
Service Provider and a                 Service Provider and a Third
Customer                               party
•The SLA describes the IT              •An OLA supports the IT Service
Service, documents Service             Provider’s delivery of IT
level Targets and specifies the        Services to Customers. The
responsibilities of the IT Service     OLA defines the goods or
provider and the Customer              Services to be provided and the
                                       responsibilities of both parties.




18                              SERENA SOFTWARE INC.
IT Maturity

 Source: Gartner, Inc. (2008)                                                                    Level 4
                                                                            Level 3                 Value

                                                      Level 2                 Service         • IT as a strategic
                                                                         • IT as a service      business partner
                                Level 1                Proactive                              • IT and business
                                                                           provider
                                                  • Analyze trends       •Define services,      metric linkages
         Level 0                 Reactive                                                     • IT/business
                                                  • Set thresholds         classes, pricing
                             • Fight fires        • Predict problems     • Understand costs     collaboration
           Chaotic
                             • Inventory          • Measure app.         • Guarantee SLA’s      improves business
      • Ad hoc                                                           • Measure and          processes
                             • Desktop software      Availability
      • Undocumented                                                       report service     • Real-time
                               distribution       •Automate
      • Unpredictable        • Initiate problem   • Mature problem,        availability         infrastructure
      • Multiple help                                                    • Integrate          • Business planning
                               management           configuration,
        desks                  process              change, asset and      processes
      • Minimal IT           • Alert and event      performance mgt.     • Capacity
        operations             management                                  Management
      • User call            • Measure
        notification           component
                               availability
                               (up/down)
                                                                                                            tric
                                                                                                  Client cen
                                                                                                            driven
                                                               centric                            Demand
                                                       Process
                                                                 riven
                gy centric                              Service d
        Technolo
                   ven
         Supply dri




19                                                SERENA SOFTWARE INC.
ITIL Adoption drives Transformation




20                      SERENA SOFTWARE INC.
Agenda



       Introduction
              Me
              Serena Software

       ITIL
              Service Catalog
              Service Level Agreement

       Road to Implementation



21                       SERENA SOFTWARE INC.
It’s all about the Service




22                        SERENA SOFTWARE INC.
Consumers and Providers




23                    SERENA SOFTWARE INC.
Service Definitions




24                         SERENA SOFTWARE INC.
IT’s value to the business




                                                                     HR
                       IT Organization
Cloud
                                                                  Marketing
          Consume                                       Provide
           Service                                      Service
                                Package
Hosted               Internal   Offerings
Service              Service

                                                                   Sales




  25                             SERENA SOFTWARE INC.
Service Catalog


     What sources or factors will help us to determine which
     services to include in a service catalog?
     What are the expectations of the end-user?
     How can the service delivery manager/team use the
     service catalog?
     Once we have defined a service catalog, what are some
     of the next logical processes that can be formally
     created?




26                          SERENA SOFTWARE INC.
Service Catalog – Which Services



Inventory

Communicate

Keep it simple

Categories

Abstract/Bundle Services




27                         SERENA SOFTWARE INC.
Start Small




Request

•PC
•Messaging service


Support

•Report an Issue
•Password reset



28                   SERENA SOFTWARE INC.
Service Catalog – User Perspective


     FIND           REQUEST                    TRACK




29                      SERENA SOFTWARE INC.
Service Catalog – IT Perspective




What goes on behind the scenes?


     Service Fulfillment

     Service Monitoring

     Service Support




30                         SERENA SOFTWARE INC.
Service Catalog - Example




31                     SERENA SOFTWARE INC.
Service Catalog - Example




32                     SERENA SOFTWARE INC.
Service Catalog - Caution




     Do not
     Assume
     Build without Buy-in
     Boil the Ocean
     Just another document




33                           SERENA SOFTWARE INC.
Service Catalog – Benefits



More Customer Focused

Provide justification for resource

Tracking consumption and Cost

Can change the “How”
not the “What”




 34                         SERENA SOFTWARE INC.
Service Level Agreements




35                     SERENA SOFTWARE INC.
SLA – Multiple components



Service Elements
     Service Delivery


Managed Elements
     Service Support
     Service Operation




36                       SERENA SOFTWARE INC.
Defining SLAs



            Assess
             Consult
               Consensus
                 Develop
                   Implement
                    Report
                      Enhance

37                   SERENA SOFTWARE INC.
SLA Considerations - metrics



“If you can’t measure it…


• Request fulfillment

• Service support

• Availability/Performance



… you can’t report on it”


 38                         SERENA SOFTWARE INC.
Overall - Benefits



                                           Control
                                           Transparency
                                           Flexibility


                                           Risk
                                           Cost



39                        SERENA SOFTWARE INC.
Take Aways




          Assess Current State

          Communicate

          Think Big - Start Small



40                  SERENA SOFTWARE INC.
Demonstration




41                   SERENA SOFTWARE INC.
IT with Business




42                      SERENA SOFTWARE INC.
Thank You

kschofield@serena.com

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Best Practices for Implementing a Service Catalog and Enhanced ITSM

  • 1. IT Service Management Service Catalog Service Level Management Keith Schofield – ITSM Specialist
  • 2. Agenda Introduction Me Serena Software ITIL Service Catalog Service Level Agreement Road to Implementation 2 SERENA SOFTWARE INC.
  • 3. Agenda Introduction Me Serena Software ITIL Service Catalog Service Level Agreement Road to Implemention 3 SERENA SOFTWARE INC.
  • 4. Who am I? Keith Schofield, Arlington VA 25+ years experience in IT Industry •ITIL v3 Certified •IT Service Management •Software Planning •Software Design & Implementation •Operational Support Systems •ETOM experience 4 SERENA SOFTWARE INC.
  • 5. Serena Company Overview Strength • 30 years in business • $225+ million annual revenue • $85+ million annual EBITA • 4,000 active enterprise customers Investment • Privately owned by Silver Lake Partners • $14B in Assets Leadership • Global leader in technology investing 5 SERENA SOFTWARE INC.
  • 6. Serena Company Overview Strength • $30+ million R&D investment • 300 engineers • Innovations • Application Life Cycle Investment Management • Release Management • IT Service Management Leadership 6 SERENA SOFTWARE INC.
  • 7. Serena Company Overview Strength • Leader in transparency and efficiency • Market leadership in ALM and BPM • Industry Recognition Investment • Forrester Research • Butler Group • Gartner Leadership • Ovum 7 SERENA SOFTWARE INC.
  • 8. Agenda Introduction Me Serena Software ITIL Service Catalog Service Level Agreement Road to Implementation 8 SERENA SOFTWARE INC.
  • 9. Business vs. IT 9 SERENA SOFTWARE INC.
  • 10. IT Business Challenges How can I get the most out of every person, Reduce IT Costs asset, project, and activity? How can I map IT investments and operational Increase Business Impact decisions to business priorities? How can I meet the expectations of the Improve Quality of Service business? Manage Risk How can I define and control risk? How can I track what is going on in your Provide Transparency organization and share that with stakeholders? 10 SERENA SOFTWARE INC.
  • 11. IT Business Challenges How can I get the most out of every person, Reduce IT Costs asset, project, and activity? How can I map IT investments and operational Increase Business Impact decisions to business priorities? How can I meet the expectations of the Improve Quality of Service business? Manage Risk How can I define and control risk? How can I track what is going on in your Provide Transparency organization and share that with stakeholders? 11 SERENA SOFTWARE INC.
  • 12. 5 ITIL Publications Design, develop and implement service management as Service Strategy Service Strategy a a strategic asset. Design new or changed services for introduction into the Service Design Service Design live environment. Coordinate and carry out the activities and processes Service Operations Service Operations required to deliver and manage services at agreed levels to business users and customers. Continually align and re-align IT services to the changing Continual Service Continual Service business needs by identifying and implementing Improvement Improvement improvements to IT services that support business processes. 12 SERENA SOFTWARE INC.
  • 13. ITIL Publications’ Processes Service Strategy Service Strategy 1. Service Level Management 2. Service Catalog Management 3. Supplier Management Service Design Service Design 4. Availability Management 5. Capacity Management Service Transition Service Transition 6. Continuity Management 7. Information Security Management Service Operations Service Operations Continual Service Continual Service Improvement Improvement 13 SERENA SOFTWARE INC.
  • 14. Service Catalog “A database or structured Document with information about all Live IT Services, including those available for Deployment. The Service Catalogue is the only part of the ITIL Service Portfolio published to Customers, and is used to support the sale and delivery of IT Services. The Service Catalogue includes information about deliverables, prices, contact points, ordering and request Processes.” ITIL V3 14 SERENA SOFTWARE INC.
  • 15. Service Catalog Management Aims and Objectives • Aim To provide a single source of consistent information for all agreed services and ensure that it is widely available to those who are approved to access it Ensure service catalog documentation is updated and accurate for all current and approved services • Objectives Manage the information contained in the service catalog • Status • Interfaces • Dependencies of services 15 SERENA SOFTWARE INC.
  • 16. Service Level Agreement “An Agreement between an IT Service Provider and a Customer. The SLA describes the IT Service, documents Service Level Targets, and specifies the responsibilities of the IT Service Provider and the Customer. A single SLA may cover multiple IT Services or multiple Customers.” ITIL V3 16 SERENA SOFTWARE INC.
  • 17. Service Level Management– Aims and Objectives Aim Ensure that an agreed level of IT service is provided for all current IT services Objectives Define, document, agree, monitor, measure, report and review service levels Provide and improve the relationship with business Ensure specific/measureable targets are developed for all IT services Monitor/improve customer satisfaction with the quality of service delivered Ensure IT and the customers have a clear expectation of the level of service to be delivered 17 SERENA SOFTWARE INC.
  • 18. SLA’s and OLA’s Service Level Operational Level Agreement Agreement •An agreement between an IT •An agreement between an IT Service Provider and a Service Provider and a Third Customer party •The SLA describes the IT •An OLA supports the IT Service Service, documents Service Provider’s delivery of IT level Targets and specifies the Services to Customers. The responsibilities of the IT Service OLA defines the goods or provider and the Customer Services to be provided and the responsibilities of both parties. 18 SERENA SOFTWARE INC.
  • 19. IT Maturity Source: Gartner, Inc. (2008) Level 4 Level 3 Value Level 2 Service • IT as a strategic • IT as a service business partner Level 1 Proactive • IT and business provider • Analyze trends •Define services, metric linkages Level 0 Reactive • IT/business • Set thresholds classes, pricing • Fight fires • Predict problems • Understand costs collaboration Chaotic • Inventory • Measure app. • Guarantee SLA’s improves business • Ad hoc • Measure and processes • Desktop software Availability • Undocumented report service • Real-time distribution •Automate • Unpredictable • Initiate problem • Mature problem, availability infrastructure • Multiple help • Integrate • Business planning management configuration, desks process change, asset and processes • Minimal IT • Alert and event performance mgt. • Capacity operations management Management • User call • Measure notification component availability (up/down) tric Client cen driven centric Demand Process riven gy centric Service d Technolo ven Supply dri 19 SERENA SOFTWARE INC.
  • 20. ITIL Adoption drives Transformation 20 SERENA SOFTWARE INC.
  • 21. Agenda Introduction Me Serena Software ITIL Service Catalog Service Level Agreement Road to Implementation 21 SERENA SOFTWARE INC.
  • 22. It’s all about the Service 22 SERENA SOFTWARE INC.
  • 23. Consumers and Providers 23 SERENA SOFTWARE INC.
  • 24. Service Definitions 24 SERENA SOFTWARE INC.
  • 25. IT’s value to the business HR IT Organization Cloud Marketing Consume Provide Service Service Package Hosted Internal Offerings Service Service Sales 25 SERENA SOFTWARE INC.
  • 26. Service Catalog What sources or factors will help us to determine which services to include in a service catalog? What are the expectations of the end-user? How can the service delivery manager/team use the service catalog? Once we have defined a service catalog, what are some of the next logical processes that can be formally created? 26 SERENA SOFTWARE INC.
  • 27. Service Catalog – Which Services Inventory Communicate Keep it simple Categories Abstract/Bundle Services 27 SERENA SOFTWARE INC.
  • 28. Start Small Request •PC •Messaging service Support •Report an Issue •Password reset 28 SERENA SOFTWARE INC.
  • 29. Service Catalog – User Perspective FIND REQUEST TRACK 29 SERENA SOFTWARE INC.
  • 30. Service Catalog – IT Perspective What goes on behind the scenes? Service Fulfillment Service Monitoring Service Support 30 SERENA SOFTWARE INC.
  • 31. Service Catalog - Example 31 SERENA SOFTWARE INC.
  • 32. Service Catalog - Example 32 SERENA SOFTWARE INC.
  • 33. Service Catalog - Caution Do not Assume Build without Buy-in Boil the Ocean Just another document 33 SERENA SOFTWARE INC.
  • 34. Service Catalog – Benefits More Customer Focused Provide justification for resource Tracking consumption and Cost Can change the “How” not the “What” 34 SERENA SOFTWARE INC.
  • 35. Service Level Agreements 35 SERENA SOFTWARE INC.
  • 36. SLA – Multiple components Service Elements Service Delivery Managed Elements Service Support Service Operation 36 SERENA SOFTWARE INC.
  • 37. Defining SLAs Assess Consult Consensus Develop Implement Report Enhance 37 SERENA SOFTWARE INC.
  • 38. SLA Considerations - metrics “If you can’t measure it… • Request fulfillment • Service support • Availability/Performance … you can’t report on it” 38 SERENA SOFTWARE INC.
  • 39. Overall - Benefits Control Transparency Flexibility Risk Cost 39 SERENA SOFTWARE INC.
  • 40. Take Aways Assess Current State Communicate Think Big - Start Small 40 SERENA SOFTWARE INC.
  • 41. Demonstration 41 SERENA SOFTWARE INC.
  • 42. IT with Business 42 SERENA SOFTWARE INC.

Editor's Notes

  1. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  2. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  3. First published in 1936 Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  4. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  5. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  6. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  7. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  8. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  9. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  10. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  11. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  12. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  13. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  14. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  15. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.
  16. Serena Software 07/26/12 Copyright © 2010 Serena Software, Inc.