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The 21 Secrets of Self-Service Request Fulfillment Tuesday 18 August 2009 itSMF Australia Annual Conference
Service Catalog Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Reduce IT service delivery cost, enhance IT operational efficiency and improve IT customer satisfaction Copyright © 2009 newScale
The Problem: Disconnect Between IT and its Customers / Users Copyright © 2009 newScale  Application ,[object Object],[object Object],[object Object],Infrastructure ,[object Object],[object Object],[object Object],[object Object],Workplace ,[object Object],[object Object],[object Object],[object Object],End User On-Board  a New Employee, Request  System  Access,  Change  a Report Business Executive Manage IT Budgets,  Track IT  Costs,  Market IT  Value IT Customer Perception ,[object Object],[object Object],[object Object],[object Object],IT Challenges ,[object Object],[object Object],[object Object],[object Object],Emails ? Help Desk Calls Web Forms Conflicting Processes Spreadsheets
Why Change Now? Alternative Sources Copyright © 2009 newScale  Consumer Experiences
Service Catalog CMDB Messaging Workplace Maintenance Applications Hosting Functions PMO Architecture Security Servers Desktop HW+SW Infrastructure Asset & Configuration Management Storage Network Service Catalog Management A Service-Centric IT Organization   Copyright © 2009 newScale  Business Customers Demand Management Supplier Management Financial Management Service Portfolio Management Relationship Managers Service Desk Incident Management Support Teams Change  Managers Problem Management Change Management End Users Service Portal Service Lifecycle Management Service Owners Self-Service Requests Request Fulfillment System Access Development Capacity  Management Business Service Management Availability Management Service Level  Management Operations  Teams Service Level Managers
Multiple Views Into The Service Catalog Service   Catalog Copyright © 2009 newScale  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
21 Secrets of Self-Service Request Fulfillment Copyright © 2009 newScale
Secret #1:   Speak the Language of Your Audience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Kind of Restaurant Are You Running? Prix fixe: $95 Number 1: $3.50 IT Technology Ingredients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Service Catalog Offerings Customer Service Outcomes
[object Object],[object Object],[object Object],Secret #2:   Provide a Single Point of Contact ,[object Object],[object Object],[object Object],Copyright © 2009 newScale
Secret #3: The More Reach… the Greater the Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Data Center Facilities Telecom End User IT Copyright © 2009 newScale  Access Management
Secret #4: Implement in Phases or Releases ,[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
Secret #5: Shut Down Legacy Intake Channels ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
Secret #6: Don’t Make Your Customer Be An Integrator ,[object Object],[object Object],[object Object],Copyright © 2009 newScale  ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Secret #7:   “Running IT Like a Business” Means Managing Your Money Copyright © 2009 newScale
[object Object],Secret #8:   A Service Catalog is Key to Managing your Service Provider / Supplier Relationships ,[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
[object Object],Secret #9:   Outside In, Not Inside Out ,[object Object],[object Object],Copyright © 2009 newScale
[object Object],[object Object],Secret #10:   Fulfillment Hand-Offs Need to Answer What’s Needed to Do this Task Copyright © 2009 newScale
Secret #11: Familiar and Effective Portal for All Requests ,[object Object],[object Object],[object Object],Applying the YADU Model to Service Requests ,[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
Secret #12: Content is King ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
Secret #13: Service Granularity is Critical ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
Amazon.com Example:  Categories Copyright © 2009 newScale  Click #1:   “ Computers & Office -> Software” Click #2:   “ Professional Design”
Amazon.com Example:  Categories Copyright © 2009 newScale  Click #3:   “ Adobe Photoshop” Order it!
Amazon.com Example:  Keyword Search Copyright © 2009 newScale  Even if you misspell it!
[object Object],[object Object],[object Object],[object Object],Secret #14:   Status, It’s Not Just a Symbol, It’s the Law Copyright © 2009 newScale
Day 1 -----Original Message----- From: itservicedelivery@ns.co.cl Sent: Friday, January 20, 2006 12:09 PM To: Barry Sanders (bsanders) Subject: Tx435672: Set up of new laptop. User: Barry Sanders (bsanders) Your request for Barry Sanders (bsanders) Tx435672:  Set up of new laptop. User: Barry Sanders  (bsanders) Day 38  -----Original Message----- From: Barry Sanders (bsanders) Subject: FW: Tx435672: Set up of new laptop.) Any idea when this laptop will be delivered?  It's been over a month now Day 41  -----Original Message----- From: IT Service Delivery Subject: W: TX435672: Set up of new laptop for Barry Sanders (bsanders) Hi Barry, I have been advised that Dell attempted a delivery this morning. Did they leave a card  or something? Day 55  -----Original Message----- From: Barry Sanders (bsanders) Subject: FW: Tx435672: Set up of new laptop. Importance: High It's now  2 months  since this laptop was ordered ! Could someone please let me know the status. Day 70 -----Original Message----- From: IT Control  Service Delivery Subject: RE: Sent to Eric Buren 06/04/04 FW: Tx435672: Set up of new laptop.  You should be receiving it today , as per the tracking below. It's on the vehicle for delivery. Day 87   Still no delivery.   Day  94 From: Barry Sanders (bsanders) Sent: Thursday, April 27, 2006 12:01 PM To: David (CIO) Thought you might be interested in reading The Tale Of The Traveling Laptop A 3 month, 19 email, frustrating journey that turned out just fine in the end. I hope this is the exception story. Copyright © 2009 newScale
[object Object],[object Object],[object Object],[object Object],Secret #15:   Separate Request Fulfillment From Incident and Change
Secret #16: Plan for Automated Provisioning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
Secret #17:   Build in Consistency and Control ,[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale  ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Secret #18:   The Service Request and the Business Service are Two Views to one Integrated Service Model Copyright © 2009 newScale
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Secret #19:   Plan for On-Going Growth Maintenance Post Initial Deployment Copyright © 2009 newScale
Secret #20: Don’t Try to Boil the Ocean with a Small Match ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Most Service Catalog teams try to document the fulfillment process for each service exhaustively….and end up exhausted! Successful Service Catalogs are pragmatic and change often, so start simple and grow from there Copyright © 2009 newScale
Example Request Fulfillment Workflow: New Hire Process – New Desktop PC Copyright © 2009 newScale
Secret #21: Your Service Catalog Will Expand Beyond IT - Prepare for Growth ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
An  Actionable  Service Catalog with Self-Service Why Start With Request Fulfillment? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 newScale
Questions? ,[object Object],[object Object],[object Object],[object Object],[object Object]

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21 Secrets of Self-Service IT Request Fulfillment

  • 1. The 21 Secrets of Self-Service Request Fulfillment Tuesday 18 August 2009 itSMF Australia Annual Conference
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  • 4. Why Change Now? Alternative Sources Copyright © 2009 newScale Consumer Experiences
  • 5. Service Catalog CMDB Messaging Workplace Maintenance Applications Hosting Functions PMO Architecture Security Servers Desktop HW+SW Infrastructure Asset & Configuration Management Storage Network Service Catalog Management A Service-Centric IT Organization Copyright © 2009 newScale Business Customers Demand Management Supplier Management Financial Management Service Portfolio Management Relationship Managers Service Desk Incident Management Support Teams Change Managers Problem Management Change Management End Users Service Portal Service Lifecycle Management Service Owners Self-Service Requests Request Fulfillment System Access Development Capacity Management Business Service Management Availability Management Service Level Management Operations Teams Service Level Managers
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  • 7. 21 Secrets of Self-Service Request Fulfillment Copyright © 2009 newScale
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  • 22. Amazon.com Example: Categories Copyright © 2009 newScale Click #1: “ Computers & Office -> Software” Click #2: “ Professional Design”
  • 23. Amazon.com Example: Categories Copyright © 2009 newScale Click #3: “ Adobe Photoshop” Order it!
  • 24. Amazon.com Example: Keyword Search Copyright © 2009 newScale Even if you misspell it!
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  • 26. Day 1 -----Original Message----- From: itservicedelivery@ns.co.cl Sent: Friday, January 20, 2006 12:09 PM To: Barry Sanders (bsanders) Subject: Tx435672: Set up of new laptop. User: Barry Sanders (bsanders) Your request for Barry Sanders (bsanders) Tx435672: Set up of new laptop. User: Barry Sanders (bsanders) Day 38 -----Original Message----- From: Barry Sanders (bsanders) Subject: FW: Tx435672: Set up of new laptop.) Any idea when this laptop will be delivered? It's been over a month now Day 41 -----Original Message----- From: IT Service Delivery Subject: W: TX435672: Set up of new laptop for Barry Sanders (bsanders) Hi Barry, I have been advised that Dell attempted a delivery this morning. Did they leave a card or something? Day 55 -----Original Message----- From: Barry Sanders (bsanders) Subject: FW: Tx435672: Set up of new laptop. Importance: High It's now  2 months since this laptop was ordered ! Could someone please let me know the status. Day 70 -----Original Message----- From: IT Control  Service Delivery Subject: RE: Sent to Eric Buren 06/04/04 FW: Tx435672: Set up of new laptop. You should be receiving it today , as per the tracking below. It's on the vehicle for delivery. Day 87 Still no delivery. Day 94 From: Barry Sanders (bsanders) Sent: Thursday, April 27, 2006 12:01 PM To: David (CIO) Thought you might be interested in reading The Tale Of The Traveling Laptop A 3 month, 19 email, frustrating journey that turned out just fine in the end. I hope this is the exception story. Copyright © 2009 newScale
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  • 33. Example Request Fulfillment Workflow: New Hire Process – New Desktop PC Copyright © 2009 newScale
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