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End State
1
A reference model for organizations
to address leadership challenges,
efficiently integrate daily operations,
and provide effective governance,
especially across the spans and gaps
where an organization may be most at-risk.
How the world works – or won’t except through strong, visionary leadership.
Outline
A. Introduction: The secret sauce of strong relationships within an integrated model.
B. The organization’s neural network across portfolios, dev, ops, and improvement.
1. Frontline support must be closed-loop or it’s a dead-end.
2. Expert collaboration can be set in forums that engage all diagonals.
3. Ecosystems of value networks negotiate processes with promising and receiving.
4. Coordination is side-to-side first, then top-down and bottom-up.
5. Strong yet flexible universal joints hold it all together.
C. Conclusion
2
Here’s what we’ll talk about.
© Gregory P. Rowe, greg@roweservices.com
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A Eureka Moment - How the world works. Yet first things first – what about you…
Do any of these challenges sound familiar?
• Follow-up is failing or inconsistent.
• Experts disagree and then can make anything into an argument.
• Compliance constraints are so cumbersome it puts the mission at risk.
• Waste is hurting – including off-agenda meetings and units.
• Silos are battling – including who has authority over what.
3
Follow-up failing?
Experts arguing?
Compliance cumbersome?
Waste hurting?
Silos battling?
Solve problems to achieve coordinated action
1. Frontline Support
2. Collaboration among Experts
3. Ecosystems for Sharing Value
4. Efficiency in Coordination
5. Flexible Structures
4Here’s what we’ll talk about.© Gregory P. Rowe, greg@roweservices.com
Slide 18
Slide 24
Slide 30
Slide 41
Slide 53
Feel free to
jump to a
section of
interest,
1 through 5
(Slide bar at
bottom)
Bottom Line Up Front
1. Close the loops of support.
2. Lead experts in small forums.
3. Negotiate processes to exchange value
4. Have a coordination hub for planning,
scheduling, and meeting management
across life cycles.
5. Tie it together with an integrated model.
5Here’s what we’ll talk about.
Success is in strong interconnections of an integrated model.
• Smart, dedicated people drive success.
• A strong, flexible organization enables them.
Here’s how:
© Gregory P. Rowe, greg@roweservices.com
Eureka! An amazing discovery.
The basis of the model. Here’s my story.
A lifetime of work in management systems,
automated workflow, consulting, and operations.
• Military Operations
Everything’s a drill
• Enterprise Applications
Order fulfillment
• Healthcare Systems
Medical records and patient flow
• IT Management
ITSM Technologies and
infrastructure management
So, from ops to apps to infrastructure:
 It’s all the same some-ways.
 Nothing always works well.
 There’s gotta be a better way.
6
Problem MgmtIncident Mgmt
Technical Management
Application Mgmt *and Product and Project)
Request Fulfillment
Event Mgmt
Operations Control
Continuous Improvement
PreventativeCorrective
Transition
Planning &
Support
BA PM
Finance & Budgeting
Architects & Developers
Charging & Accounting
Service DeskRelationship Mgmt Relationship Mgmt
Physician’s Offices (PCP), Outpatient Clinics
Rehab.PharmacyMedical Services
Insurance – Payables - etc
Forecasting
CUSTOMERS
SUPPLIERS
Purchasing
Production
FinishedGoods
Warehouse/Shipping
TruckLoad
PlanningFinalInspection/CreditCheck
Changes
Order
Processing
Credit Checks &
Scheduling
Satis-
faction
Require-
ments
Expecta-
tions
Customer
Service
Relationship Mgmt
Customer
Orders
Acknowledge
/Promise
Shipment
Invoice
Sales
Supplier Mgmt
Raw
Material
Purchase
Orders
Supplier
Mgmt
Continual
Improvement
Transition Management
Business
Strategy
Service
Design
Service
Operation
Continuity Mgmt
Knowledge Mgmt
Service Validation and Testing
Change
Management
Demand Mgmt
Measurement
Lean Six Sigma
Financial Management
Release and Deployment Mgmt
Application Mgmt
Portfolio Management
Transformation Events
Evaluation
Transition Planning & Support
Availability Mgmt Problem Mgmt
Incident
Mgmt
Capacity
Mgmt
Service Asset and Configuration Mgmt
Infrastructure
Technical Management
Facilities Management
at Various Localitieszzzzzzzzzzzzz
Application Mgmt
Supplier Mgmt
Service Desk
Request Fulfillment
Relationship Mgmt
Catalog Mgmt
Service Level Mgmt
Proactive Problem Mgmt
Event Mgmt
Standard Changes
Information
Security
Management
Access Mgmt
Operations
Control
Architects & Developers
at Various Localities
Disbursement
VendorInvoice
Remittance
Accounting
Production
Orders
Gurney-Halls
Admitting
Hold
Rehab.
Beds,
Units
AdmissionRegistrationTriage/ED
Discharge
PathologyHistology
Direct Admits
Patient
PPT
Clean
Recovery
Post-op
Rms
PACU
Surgery
O.R.s
Equipm.
Prep. for Surgery
Preop
Hold
Turn-over
Supplies,
Instrum.
Diagnostics
Trauma
Pharmacy
Physician’s Offices,
Outpatient Clinics
Heart Catheriterization
Medical Services
Trauma
Procedural units
Beds,
Telepathy
Beds,
ED
Beds,
Med/Surg
Beds,
ICU
Cath Lab
CVOU
Neural
Transplant Evaluation Organ
List
PAT (Pre-Admit)
Supplies
Radiology
Other Diagnostics
Laboratory
Hospice
Enterprise
Apps IT Infrastructure
Operations
Hit a key when ready.
A
Mentioned in Slide 3
Healthcare
What I learned:
Breakthroughs come in small packages,
yet
Inspiration comes from seeing the end.
7
A
Introduction
So,
Build in incremental stages that move toward a target state.
An example target state is the Organizational Reference Model.
Organizational Leadership across Lifecycles
Agile teams, processes, automation and infrastructure
8
Architecture
and
Integration
Operations
and
Monitoring
Executive Leadership
Corporate Communications
Coordination
of Continual
Transformation
© Gregory P. Rowe, greg@roweservices.com
In your world, do the small worlds or micro-cultures disagree?
Top – Bottom. Left – Right.
The First Premise
An organization falls apart wherever interconnections fail.
• A healthy organization’s many parts are precisely interconnected.
• The reference model helps build strong inter-relationships.
• It defines essential functions and the processes that flow through them.
• Modelling makes the complexity manageable.
9
A
Introduction
See a larger image of
the model on Slide 49
Strategy: Apply best practices onto your baseline management system
for better integration that keeps it from falling apart so that -
Goal:
• The system dynamically aligns layers of operations to strategic objectives.
• It also enlightens leadership, empowers management, overcomes pain points, and,
• Leverages balanced teams through orchestration of processes and automation of workflow.
10
Strategy and Goal - Win on the First Premise
AIntroduction
11
A
Introduction
Overview – Achieving the Goal
• An Enterprise Model: End-to-End
• Inter-Organizational Relationships
• Intra-Organizational Connections
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
1. Support
2. Expertise
3. Authority
4. Coordination
5. Structure
Slide 18
Slide 24
Slide 30
Slide 41
Slide 53
Gamification?
Over the wall
Pointier
Swaggier
By-passing lane
Silos rule
= Burnin’ down the house
What’s the point? Principles and doctrine must be applied in context
as revealed when success and failure are predictable.
• Difficulty can be avoided by applying best practices within a stable reference model.
• Eventual success will be assured by operating under its principles.
• The first step is to find the worst broken connections within your system of systems.
12
A
Introduction
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
How?
See difficulty coming and mitigate before a crisis arises.
By applying the model you will be able to watch evolving macro-trends.
Then you can take action to avoid failure and ensure success in micro-ecosystems.
13
A
Introduction
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
Workload
Theme and Summary of the Introduction
• A strong, flexible organization enables smart, dedicated people to succeed.
• Their people with authority lead frontally and manage from the center.
14
A
Introduction
Basis
• The strong interconnections of an integrated, flexible model provide a
system of systems to enable coordinated action.
• Wherever you’re connected to what’s best you do what’s right.
• Wherever you’re disconnected the system gets lost and tends to fail.
• Leadership invites a spirit of corporate culture that opens the floodgates of
forward movement.
Contents - Next
A. Introduction: Strong interconnections of an integrated model
B. Success across life cycles
1. Frontline Support needs to be closed-loop.
2. Expert Collaboration must be empowered to engage across diagonals.
3. Ecosystems equitably promise and receive value after mediated negotiation.
4. Coordination must be side-to-side, top-to-bottom and bottom-up.
5. Strong yet flexible Universal Joints are required to hold it all together.
C. Conclusion
15Here’s what we’ll talk about.
©GregoryP.Rowe,greg@roweservices.com
B
Life Cycles
Follow-up failing?
Experts arguing?
Compliance cumbersome?
Waste hurting?
Silos battling?
Revisit: Section Highlights with Cross-reference to slide numbers
1. Frontline Closed-Loop
2. Collaboration: Forum of Experts
3. Ecosystems for Sharing Value
4. Efficiency in Coordination
5. Flexible Structures
16Here’s what we’ll talk about.
©GregoryP.Rowe,greg@roweservices.com
Feel free to jump to a
section of interest,
1 through 5
(PowerPoint hyperlinks)
Slide 18
Slide 24
Slide 30
Slide 41
Slide 53
B
Success across life cycles
17
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
B
Life Cycles
Success across lifecycles requires a system of systems
Primary Elements
1. Support: Front-Line Support Cycles
2. Expertise: Middle Diagonals of Integration
3. Authority: Up, Down and across Verticals
4. Coordination: Heroic Horizontals
5. Collaboration: Universal Joints
18
Hit a key when ready.
B
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
Life Cycles
How often do you experience fundamental failures
in simple follow-up that you’ve directed?
A closed-loop system of support avoids common failures
and ensures uncommon success.
19
Hit a key when ready.
B
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
>> Back to Contents
Life Cycles
1
The Front Line:
A closed loop of operational support ensures continual success.
20
B1
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. ConclusionIntra-organizational relationships
Life Cycles - Support
Reconciling the Horizontals that are most often in Conflict
Architecture
and
Integration
Operations
and
Monitoring
21
B1
The First Set of Battling Silos
Life Cycles - Support
Is your chaos
manageable?The Baseline Cycles –
A closed loop of support
The Classic
Conundrum of
Human Brokenness
Centralized Simple
Synchronization
Collaboration between Analysts, Architects,
Engineers, Technical Experts and Admin’s
(Internal/External)
Close the loop!
22
Hit a key when ready.
Agree
Improve
Quality
Provide
Resolve
Issues
Management
of Teams
Leadership
& Guidance
Common, Predictable Failures
Hit a key when ready.
©GregoryP.Rowe,greg@roweservices.com
Architecture
and
Integration
Operations
and
Monitoring
• The loop at the top breaks down,
especially at quality assurance.
• The dots in the middle isolate
themselves like oil and vinegar.
• The top three challenges:
1. Technical collaboration.
2. Priorities and schedules.
3. Measurement and improvement
as part of centralized
synchronization.
We can all do better.
Is your chaos
manageable?The Baseline Cycles –
A closed loop of support
The Classic
Conundrum of
Human Brokenness
Centralized Simple
Synchronization
Collaboration between Analysts, Architects,
Engineers, Technical Experts and Admin’s
(Internal/External)
Close the loop!
23
Hit a key when ready.
Agree
Improve
Quality
Provide
Resolve
Issues
Management
of Teams
Leadership
& Guidance
Common, Predictable Failures
Hit a key when ready.
©GregoryP.Rowe,greg@roweservices.com
Architecture
and
Integration
Operations
and
Monitoring
Contents - Revisit
A. Introduction
B. Success across Lifecycles
1. Frontline Support Cycles
2. Expert Collaboration at Cross-Diagonals
3. Promising and Receiving within Ecosystems
4. Horizontal Coordination across Life Cycles
5. Flexible Universal Joints
C. Conclusion
24
Hit any key for next slide when ready.
2
Lively Collaboration Amongst Experts
25
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Verticals of Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
B2
Life Cycles - Expertise
Ever wonder why a technical expert spends
so much time reinventing the wheel?
Or why they won’t listen?
Because they’re experts. And it’s easy to get stuck in their heads.
26
Hit a key when ready.
B2
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Bottom-Up Verticals
4. Top-Down Horizontal Management
5. Universal Joints
C. Conclusion
>> Back to Contents
Life Cycles - Expertise
• Again, in more detail, the interaction
cycle at the top must be closed-loop.
• The dots in the middle need to be
connected.
Agree
Is your chaos
manageable?
Gregory P. Rowe, greg@roweservices.com
Hit a key when ready.
Deployment
Management
Budgeting
Accounting
Charging
Improve
Quality
Provide
Resolve
Issues
The Activity Layer of the Model Management
of Teams
Leadership
Guidance
Disintegrated and
frazzled - or whole
and functioning well
in decision-making
Collaboration amongst Analysts, Architects,
Engineers, Technical Experts and Administrators
(Internal/External -- Experts)
Coordination across Projects, Changes,
Releases and Operations
(Transition Planning -- Admin)
Continuity
27
The beginnings of a huge
model that can predict
and fix your future.
©GregoryP.Rowe,greg@roweservices.com
• Again, in more detail, the interaction
cycle at the top must be closed-loop.
• The dots in the middle need to be
connected.
• Common challenges persist:
1. Lack of facilitation of technical
collaboration.
2. Unclear coordination of priorities
and schedules.
3. Little or no measurement of what
really matters, including leadership.
4. Lack of centralized synchronization.
• When the unexpected happens it’s
out of control because management
and leadership are not proactive
together.
We can do better, as the model shows.
Agree
Is your chaos
manageable?
Gregory P. Rowe, greg@roweservices.com
Hit a key when ready.
Deployment
Management
Budgeting
Accounting
Charging
Improve
Quality
Provide
Resolve
Issues
The Activity Layer of the Model Management
of Teams
Leadership
Guidance
Disintegrated and
frazzled - or whole
and functioning well
in decision-making
Collaboration amongst Analysts, Architects,
Engineers, Technical Experts and Administrators
(Internal/External -- Experts)
Coordination across Projects, Changes,
Releases and Operations
(Transition Planning -- Admin)
Continuity
28
The beginnings of a huge
model that can predict
and fix your future.
©GregoryP.Rowe,greg@roweservices.com
Fundamentals – Expert Collaboration
• Smart people
 Yet with clear roles within each project
 Everyone can be a chief, but not on the same design effort
• Communities and collaboration
 They ask for input and may suggest participants
 A coordinator quickly forms the problem team for root cause analysis
 The coordinator chairs, the architect defines, a sponsor accepts risk
 Know if you are responsible, participating, consulted, or only informed
• Strong, flexible leadership.
29
B2
Life Cycles - Expertise
Context at the Stem of the System of Systems
• Know your role in a given moment and play it well
• Life can be simple and you can be at your most effective.
• Will you allow for it?
• At the stem of the system, when allowed by leadership and management, it will:
• Position people, and,
• Organize work so that good naturally happens the right way.
30
Hit a key when ready.
B2
Life Cycles - Expertise
Follow-up failing?
Experts arguing?
Compliance cumbersome?
Waste hurting?
Silos battling?
Cross-reference to contents
1. Frontline Support
2. Collaboration among Experts
3. Ecosystems for Sharing Value
4. Efficiency in Coordination
5. Flexible Structures
31Hit any key for next slide when ready. Here’s what we’ll talk about.
©GregoryP.Rowe,greg@roweservices.com
Feel free to jump to a
section of interest,
1 through 5
(PowerPoint hyperlinks)
Slide 18
Slide 24
Slide 30
Slide 41
Slide 53
3
Standards, Compliance, Boundaries
– The edges of promising and receiving.
A responsibility of authority.
32
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
B3
Life Cycles – Top-Down
Has bureaucracy ever saved you from yourself?
Accounting matters. So does compliance. It’s not the mission.
So instead of senior management only focusing only on that
or today’s stock price, have staff close-by who negotiate processes.
1. It’s a responsibility of authority to negotiate internal relationships.
2. They must also make sure everyone plays well in the sandbox in
shared planning, scheduling, and priorities.
• Staff appeals to senior leadership to achieve break-throughs.
• Call in Performance Management, Process Improvement, Whatever.
33
Hit a key when ready.
B3
>> Back to Contents
There’s a difference between constraints and criteria.
We need strong accounting to avoid pitfalls of constraints.
Life Cycles – Top-Down
Success Across each Lifecycle
1. Baseline Cycles – A closed loop of support
2. Middle Diagonals – Lively collaboration amongst experts
3. Up and Down Verticals – Reconciling projects and operations
4. Heroic Horizontals – Coordination across stages
5. Universal Alignment – Integration to strategy
34
Hit a key when ready.
B3
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Expert Collaboration
3. Vertical Authority
4. Horizontal Management
5. Universal Joints
C. Conclusion
Life Cycles – Top-Down
Context of a Baseline System within a wider Value Chain
35
Produce Support
Produce
Support
Customer
Supply
Chain
Produce Support
Hit a key when ready.
• A value network includes
many value chains.
• One of them is depicted in
the flow.
©GregoryP.Rowe,greg@roweservices.com
Inter-organizational relationships
The Core Cycle of Value Realization
36©2005 Gregory P. Rowe
Design
Fund
Promise
Payable
Receivable
Cash
SERVICE
IMPROVEMENT
PRODUCE SUPPORT
SALES
GENERATED
ARCHITECTURE
FUNDED
INFRASTRUCTURE
DEVELOPED
RECEIVEABLES
PROCESSED
CASH
BOOKED
PAYABLES
PROCESSED
Hit a key when ready.
B3
©GregoryP.Rowe,greg@roweservices.com
• A value network includes
many value chains.
• One of them is depicted in
the flow.
• It progresses from promising
delivery to receipt of order to
receipt of cash.
• It portrays the world in which
we must operate to succeed
within an ecosystem.
• It’s complicated.
• And simple.
Inner loop as discussed,
adding the outer loop here.
Life Cycles – Top-Down
The Core Cycle of Value Realization 2
37
Design
Fund
Promise
Payable
Receivable
Cash
© Gregory P. Rowe
Hit a key when ready.
B3
• A value network includes
many value chains.
• One of them is depicted in
the flow.
• It progresses from promising
delivery to receipt of order to
receipt of cash.
• It portrays the world in which
we must operate to succeed
within an ecosystem.
• It’s complicated.
• And it can be simple.
Produce
&
Deliver
Support
&
Maintain
©GregoryP.Rowe,greg@roweservices.com
Life Cycles – Top-Down
The Core Cycle of Value Realization 3
38
Deliver Support
Products Services
Receive Service
Improve Products
© Gregory P. Rowe
Hit a key when ready.
• A value network includes
many value chains.
• One of them is depicted in
the flow.
• It progresses from promising
delivery to receipt of order to
receipt of cash.
• It portrays the world in which
we must operate to succeed
within an ecosystem.
• It’s complicated.
• And it can be simple.
B3
©GregoryP.Rowe,greg@roweservices.com
Life Cycles – Top-Down
39
Strategy
& Design
Transition
& Operation
© Gregory P. Rowe
The
Core
39
Hit a key when ready.
B3
©GregoryP.Rowe,greg@roweservices.com
Life Cycles – Top-Down
The Stem of the System
a. The Core of Value-Adding Activities for Value Realization
b. Establishments on the Edge
c. Fundamental Cycles of Value Realization
40
Hit a key when ready.
B3
The
Core
Life Cycles – Top-Down
Follow-up failing?
Experts arguing?
Compliance cumbersome?
Waste hurting?
Silos battling?
Cross-reference to contents
1. Frontline Support
2. Collaboration among Experts
3. Ecosystems for Sharing Value
4. Efficiency in Coordination
5. Flexible Structures
41Hit any key for next slide when ready. Here’s what we’ll talk about.
©GregoryP.Rowe,greg@roweservices.com
Slide 18
Slide 24
Slide 30
Slide 41
Slide 53
Feel free to jump to a
section of interest,
1 through 5
(PowerPoint hyperlinks)
4
Coordination across Stages –
Reconciling Programs, Projects and Operations
with shared planning, scheduling, and meeting management
42
B4
Life Cycles – Bottom-Up
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal
Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
Do your project managers ever insist that their schedules
supersede, and are allowed to interfere, with operations?
If so, reconcile schedules and adjust project baselines or fail.
43
Hit a key when ready.
B4
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
>> Back to Contents
Life Cycles – Bottom-Up
Success Across each Lifecycle
1. Baseline Cycles – A closed loop of support
2. Middle Diagonals – Lively collaboration amongst experts
3. Up and Down Verticals – Reconciling projects and operations
4. Heroic Horizontals – Coordination across stages
5. Universal Alignment – Integration to strategy
44
Hit a key when ready.
B4
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
Life Cycles – Bottom-Up
Coordination and Administration: Fixin’ ain’t easy.
Reconcile schedules or fall apart.
45
Hit a key when ready.
B4
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
Life Cycles – Bottom-Up
46Hit a key to go to the next slide.
Next Situation – Coordination Falls Apart
• People don’t listen.
• Projects go off course.
• Agendas collide.
• There’s a better way.
B4
Life Cycles – Bottom-Up
Coordination and Administration
47
Reconcile schedules or fall apart.
Hit a key when ready.
B4
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
A. Introduction
B. Success across Lifecycles
1.Support Cycles
2.Cross-Diagonal Expertise
3.Central hub of planning and scheduling
4.Vertical and horizontal
a. Top-Down and Bottom-Up
b. Side-to-Side
5.Universal Joints
C. Conclusion
Life Cycles – Bottom-Up
Coordination and Administration
48
Reconcile schedules or fall apart.
Hit a key when ready.
B4
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
a. Top-down and bottom-up
b. Side-to-Side
Life Cycles – Bottom-Up
49
Vertical LayersThe Middle Vertical
Coordination Layer
Hit a key when ready.
B4c
©GregoryP.Rowe,greg@roweservices.com
Products & Services
Governance Systems
Strategy Management
Engineering &
Knowledge
Relationships & Requirements
Master Scheduling &
Resource Management
InfrastructureApplications
Ops Control
FulfillmentPrograms
Projects
IncidentsDevelopment
Catalogs
&
Problems
&
Portfolios
&
Design
&
Maintenance
Plan & Sched.
Action Agents
attack issues
Collaboration
juggles priorities
Service Reps
Cover all
Constituencies
(Channels)
First Line
Responds and has
Points of Contact
The inner loop is horizontal.
Strategy & products above.
The
Coordination
Vertical
Life Cycles
- Top-Down
- Bottom-Up
Coordination and Administration
50
Reconcile schedules or fall apart.
Hit a key when ready.
B4
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
a. Top-down and bottom-up
b. Side-to-Side
Life Cycles – Bottom-Up
Best Practice and the defacto Coordination Layer –
The flow of collaboration across the life cycle
51
Demand
Management
Access
Management
Capacity Management
Availability Management Incident
Management
Information Security
Management
IT Service Continuity
Management
Supplier
Management
Event
Management
Request
Fulfillment
Service Validation
and Testing
Release and Deployment
Management
&Monitoring
Working(Technical)
Context: An applied framework with a strategic
perspective on twenty-six core processes
Release
Package
Service Portfolio
Management
Knowledge
Management
Service Catalogue
Management
Continual Service
Improvement (CSI)
Problem
Management
Design
Coordination
Transition Planning
and Support
Improvement -
Charter Service
Design
Package
Strategic
Plan
Continual Service Improvement &
The 7-Step Improvement Process
Strategy
& Leadership
Design
& Analysis
Transition
& Projects
Operations
& Infrastructure
Service Asset…
…and Configuration
Management
Service Level
Management
Business Relationship
Management
Financial Management for
IT Services
Change Evaluation
Change Management
Strategy Management
for IT Services
Managing
&Reporting Service
Desk
Ops
Control
Application Management
Technical Management
Collaboration & Coordination across Functional &
Organizational Boundaries
Coordinating&
Collaborating
Hit a key when ready.
B4c
©GregoryP.Rowe,greg@roweservices.com
Life Cycles
- Side-to-Side
Follow-up failing?
Experts arguing?
Compliance cumbersome?
Waste hurting?
Silos battling?
Cross-reference to contents
1. Frontline Support
2. Collaboration among Experts
3. Ecosystems for Sharing Value
4. Efficiency in Coordination
5. Flexible Lifecycle Structures
52Hit any key for next slide when ready. Here’s what we’ll talk about.
©GregoryP.Rowe,greg@roweservices.com
Slide 18
Slide 24
Slide 30
Slide 41
Slide 53
Feel free to jump to a
section of interest,
1 through 5
(PowerPoint hyperlinks)
Bottom Line 1. Close the loops of support.
2. Lead expert cats in small forums.
3. Negotiate process to exchange value
4. Have a coordination hub for planning,
scheduling, and meeting management
across life cycles.
5. Tie it together with an integrated model.
53Hit any key for next slide when ready. Here’s what we’ll talk about.
©GregoryP.Rowe,greg@roweservices.com
Coordination and Administration
54
Reconcile schedules or fall apart.
Hit a key when ready.
B4c
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
Bottom-Up Verticals
a. Top-Down
b. Bottom-up
c. Side-to-Side
Teams and Cultures
Life Cycles
- Side-to-Side
Know
Truth
Respond to
Situations
Agree to
Make
Near-Term
Changes
Plan &
Coordinate
Long-Term
Reconcile
Rules
Quiet
Contemplation
Architect &
Engineer
© Gregory P. Rowe
Executive
Team
Make Changes
Happen
Physical
Energy
Take
Action
Know Your
Capabilities
Outside
Resources
Hit a key when ready.
Gracious Romantics
Liberating Conquerors
Broad-Minded Philosophics Service-Oriented Pragmatists
Ambivalent Orchestrators
Chairmanship of Councils of Authority from all of the above
Coordinating action for all, as we carry the best intentions through implementation into completion.
Inspired Visionaries
Focused Idealists
55
Skillsets and Personality Factors
Each individual holds a key to a part of the process, including gatekeepers, which they share if inspired leadership will listen.
Hit a key when ready.
B4c
©GregoryP.Rowe,greg@roweservices.com
Life Cycles
- Side-to-Side
Know
Truth
Respond to
Situations
Agree to
Make
Near-Term
Changes
Plan &
Coordinate
Long-Term
Reconcile
Rules
Quiet
Contemplation
Architect &
Engineer
© Gregory P. Rowe
Executive
Team
Make Changes
Happen
Physical
Energy
Take
Action
Know Your
Capabilities
Outside
Resources
Hit a key when ready.
Gracious Romantics
Liberating Conquerors
Broad-Minded Philosophics Service-Oriented Pragmatics
Ambivalent Orchestrators
Chairmanship of Councils of Authority from All of the Above
Coordinating action for all as we carry the best intentions through implementation into completion.
Inspired Visionaries
Focused Idealists
56
Skillsets and Personality Factors
Each individual holds a key to a part of the process such as gatekeeper, which they will share if leadership is inspired and listens.
Order Entry Specialist /Architect
- People Person -
Business Managers and Senior Leadership
- Administration, Finance and Orchestration -
Chairmanship of Councils with Authority in all of the above
Coordinating actions for all as we carry best intentions through implementation into completion.
Customer Relations Rep. /Exec.
- Big-Picture Visionary -
Technologist, Engineer or SME
- Idealist -
Business and Enterprise Architects
- Philosophical, Broadly Intellect-Based -
Collaborate
Synchronize
Technical Supervisors
- Hierarchical Structure (Power Person) -
Coordinate
Order Entry Specialist /Architect
- People Person -
Customer Relations Rep. /Exec.
- Big-Picture Visionary -
Technologist, Engineer or SME
- Idealist -
Business and Enterprise Architects
- Philosophical, Broadly Intellect-Based -
Technical Supervisors
- Hierarchical Structure (Authorities /
- Power Person) -
Reality Check, Practical
Insights, Voice of Reason
Formal Decision
with Initial Plan
Vision &
Concept
Service Owners
- Pragmatic, Technical and Business-Minded -
Hit a key when ready.
B4c
©GregoryP.Rowe,greg@roweservices.com
Life Cycles
- Side-to-Side
Final Elements of Cycles of Success
Front-Line Cycles, Middle Diagonals, Heroic Horizontals, Up and Down
Verticals, Universal Joints
57>> Back to Contents
B5
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
Life Cycles – Universal Joints
Success across Lifecycles within an Integrated System
1. Front-Line Cycles – A closed loop of interactive support
2. Middle Diagonals – Lively collaboration amongst experts
3. Heroic Horizontals – The ecosystem from promising to receiving
4. Up and Down Verticals – Coordination from strategy to projects and operations
5. Universal Joints – Flexibility to adjust quickly at all levels
58
Hit a key when ready.
B5
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
Life Cycles – Universal Joints
Do you ever go through constant pain just to maintain?
A baseline alignment
59
Hit a key when ready.
B5
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
>> Back to Contents
Complexity Behind the Model
Life Cycles – Universal Joints
ProductSupport
Don’t just
“slam in”
changes –
transition
smoothly
Customer
Leadership
Agree what’s
required
Fill
Orders
Change
Management
Is your chaos
manageable?End User
Consumers
Risk
Management
Technical
Management
Project
Management
Resources
Programmatic
Change
Control
Security
Management
Problem
Management
Architect &
Engineer
New Services
Customer
Service /
Operations
ProduceProducts Infrastructure
Issues
Some incidents
have a hidden root
or are systemic.
Account
Managers
(BRM, SLM)
Quality
Controlled
Source
Recurring
Incidents
Managing
Capacity,
Availability
& Continuity
Service
Desk
© Gregory P. Rowe, gp@kgit.net
Hit a key when ready.
Incident
Management
Transition Planning
and Release
Management
Decision-
Making
& Master
Scheduling
Financial
Management
24x7
Operator
Resources
Budgeting
Accounting
Charging
Quality Re-
Alignment
to Value
Count costs
of change
Decide
Redundancy
Operate as efficiently
as if in a bottom-line
business or mission.
60
Catalog Type
of Orders
(Standard)
New/Changing
Requirements
Request
Fulfillment
Application
Management
Releases
Changes
Errors
Configuration
Management
Recrods
Problems
Items
Incidents
As specialize
also integrate.
(Closed-Loop)
The 26 Processes Assigned to Two to Four Positions or Domains
Those are the processes. Next: What it looks like in action…
Relationships & Requirements Products & Services
InfrastructureApplications &
Ops ControlFulfillment
Master Scheduling & Knowledge Management
Governance & Quality Management
Strategic Leadership
Demand Management
Service Portfolio Management
Service Level Management
Knowledge Management
Service Asset…
…and Configuration Management
Service Catalogue Management
Business Relationship Management Transition
Planning…
…and Support
Financial Management for IT Services
Access Management
Availability Management
Incident Management
Information Security Management
IT Service Continuity Management
Supplier Management
Event Management
Capacity Management
Request Fulfillment
Projects
Architects -
- Engineers
App Dev -
- App Management
Technical Management
CSI's 7-Step Improvement Process Problem Management
Service Validation and TestingChange Evaluation
Release and Deployment Management
Change Management
Design Coordination
(Service Asset and Configuration Management and the Transition Planning and Support Process)
Strategy Management for IT Services
Busi.
Analysts
Sys.
Admins
User
Calls
Service
Owners
©GregoryP.Rowe,gp@kgit.netgreg@roweservices.com
1
2 3
4
1 4
B5
©GregoryP.Rowe,greg@roweservices.com
Life Cycles
– Universal
Joints
C
Conclusion
61
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
Principles Covered
1. Support: Front-line closed-loop
2. Expertise: Well-led forums and small groups
3. Authority: Leading and negotiating across verticals
4. Coordination: Heroic horizontals of central scheduling
5. Collaboration: Universal joints in a strong, flexible model
62
Hit a key when ready.
C
Conclusion
Leading Frontally,
Managing from
the Center
Don’t just
“slam in”
changes –
transition
smoothly
Customers
(Upstream)
Requirements,
Proposals &
Portfolios
Change
Coordination
Is your chaos
manageable?
Individual
Consumers
Security
Management
Technical
Experts
(internal/external)
Design
Coordination
(Cross-
Functional)
Project
Change
Control
Continuity
Management
Root Cause
Analysis
Architecting &
Engineering:
New/Updated
Business
Analysis,
Price & Cost
Quality
Controlled
Definitive Source
Gregory P. Rowe, greg@roweservices.com
Hit a key when ready.
Release
Management &
Deployment Planning
Decision-Making
for major changes &
Transition Planning.
Financial
Management
Operations
Control
and
Deployments
Budgeting
Accounting
Charging
Measuring
Quality
Costs of change
Interactions
& Request
Fulfillment
Resolution
of Issues
At some point we all get stuck.
Tactical and Operational
Activity Layers of Core
Organizational
Processes
Back Office
Negotiation End Users
Level 1 Support
& Service Desk
Level 2
Level 3
Music by Longzijun
Service
Levels
Agreements &
Expectations
Releases
Changes
Configuration
Management
Problems
Items
Incidents
Errors
Catalog
63
Leading Frontally,
Managing from
the Center
Don’t just
“slam in”
changes –
transition
smoothly
Customers
(Upstream)
Requirements,
Proposals &
Portfolios
Change
Coordination
Is your chaos
manageable?
Individual
Consumers
Security
Management
Technical
Experts
(internal/external)
Design
Coordination
(Cross-
Functional)
Project
Change
Control
Continuity
Management
Root Cause
Analysis
Architecting &
Engineering:
New/Updated
Business
Analysis,
Price & Cost
Quality
Controlled
Definitive Source
Gregory P. Rowe, greg@roweservices.com
Hit a key when ready.
Release
Management &
Deployment Planning
Decision-Making
for major changes &
Transition Planning.
Financial
Management
Operations
Control
and
Deployments
Budgeting
Accounting
Charging
Measuring
Quality
Costs of change
Interactions
& Request
Fulfillment
Resolution
of Issues
At some point we all get stuck.
Tactical and Operational
Activity Layers of Core
Organizational
Processes
Back Office
Negotiation End Users
Level 1 Support
& Service Desk
Level 2
Level 3
Most leaders who work hard eventually arrive
at basic incident and change management.
Yet most never move beyond Level 3, as
shown to the right. (Click when ready.)
At that point anyone who has stopped at
a fundamental, rudimentary basis fails.`
Stalin: “We have no problems.” Instead,
grow up, ok? Wanna dance the 12-step?
Then deeper issues arise.
Music by Longzijun
Efficient processes for effective
management
Service
Levels
Agreements &
Expectations
Releases
Changes
Configuration
Management
Problems
Items
Incidents
Errors
Catalog
There was eloquence and relative
simplicity for IT Management under ISO
20,000 & ITIL® v2 (before v3 2007, 2011)
64
Whole
Don’t just
“slam in”
changes –
transition
smoothly
Customers
(Upstream)
Requirements
& Catalog
Change
Coordination
Is your chaos
manageable?
Individual
Consumers
Security
Management
Technical
Experts
(internal/external)
Design
Coordination
(Cross-
Functional)
Project
Change
Control
Continuity
Management
Root Cause
Analysis
Architecting &
Engineering:
New/Updated
Business
Analysis,
Price & Cost
Quality
Controlled
Definitive Source
Gregory P. Rowe, greg@roweservices.com
Hit a key when ready.
Release
Management &
Deployment Planning
Decision-Making
for major changes &
Transition Planning.
Financial
Management
Operations
Control
and
Deployments
Budgeting
Accounting
Charging
Measuring
Quality
Costs of change
Requests &
Fulfillment
Resolution of
Issues
The eloquence
and relative
simplicity of
ISO 20000
& ITIL® v2
(before v3
2007, 2011)
Tactical and Operational Activity Layers of Core
Processes
Back Office
Negotiation End Users
Level 1 Support
Level 2
Level 3
Most people who work
hard eventually arrive
here.
At that point anyone
who has stopped at
a fundamental,
rudimentary basis
fails.` Stalin:
“We have no
problems.” Instead,
grow up, ok?
Wanna dance
the 12-step?
Then deeper issues arise.
Music by Longzijun
Efficient
processes for
effective
management
Service
Levels
Agreements
Releases
Changes
Configuration
Management
Problems
Items
Incidents
Errors
A healthy,
energetic,
integrated
system.
65
Theme and Summary
A strong, flexible organization enables smart, dedicated people when
people with authority lead frontally and manage from the center.
66
A
Introduction
Review of Basis
• The strong interconnections of an integrated, flexible model provide a
system of systems to enable coordinated action.
• Wherever you’re connected to what’s best you do what’s right.
• Wherever you’re disconnected the system gets lost and tends to fail.
• Leadership invites a spirit of corporate culture that opens the floodgates of
forward movement.
Next step?
Agree in principle.
67
Hit a key when ready.
B5
A. Introduction
B. Success across Lifecycles
1. Support Cycles
2. Cross-Diagonal Expertise
3. Top-Down Horizontal Management
4. Bottom-Up Verticals
5. Universal Joints
C. Conclusion
>> Back to Contents
Incrementally build the model.
Life Cycles – Universal Joints
68
Continual Service &
Process Improvement
Technical
Management
Transition
Planning and
Support
Service Portfolio
Other
Functions
Other
Resources
Application
Management
Service Asset and Configuration Management
Customers
Service
Desk
Operational
Change
Implementers
Consumers
ITIL® Version 3 2011 with Lifecycle – Entire Management System
IT Service
Continuity
Management
Problem
Management
Availability
Management
© Gregory P. Rowe, gp@kgit.net.
Release and
Deployment
Management
Incident
Management
Capacity
Management
Financial
Management
Event
Management
Demand
Management
Request
Fulfillment
IT Service Operations
Access
Management
Info. Security
Management
Project
Teams
DevelopmentProcurement
Business Analysis
System Architecture
Supplier
Management
Ops Control Facilities Mgt
Service Strategy: Take a strategic view of services
The Realization of Value
Service
Level
Management
Change
Management
Infrastructure
Continual Service Improvement
Systematically improve
Design and develop
Service Transition: Implement and update
Service Operation:
Deliver & support
Service
Catalogue
Management
(Not ITSM)
Business Relationship
Management
PMO SMO
Service
Knowledge
Management
System
C
Watch the model in action.
Coordination Layer – The flow of
collaboration across the service life cycle
69
Senior
Leadership &
Programs
Architects Project Management
Technologists &
Implementation SMEs
Customer/Patron
Relations
Operations
Change
Management
Developers &
Design Engineers
Design
Package
Collaboration Coordination
BRM
Reference
Architectures
SMO*
PMO
Automated
Change Models
Portfolios
OLAs
Steering
Groups
Operational
Scheduling
Lifecycle
Leadership
Transition
Planning
*Service Management Office
Weak
Link
Service
Strategy
Service
Design
Service
Transition
Service
Operation
Functions through which
processes flow
easily when
properly
aligned
Context: An applied framework with a strategic
perspective on twenty-six core processes
C
Lead from the center.
End
See References
70
Contents
1. Support Activities
2. Expert Collaborating
3. Delegation of Authority over Value
4. Coordination of Changes and Tasks
5. Organizational Structure
71Hit any key for next slide when ready. Here’s what we’ll talk about.
©GregoryP.Rowe,greg@roweservices.com
Slide 18
Slide 24
Slide 30
Slide 41
Slide 53
Feel free to jump to a
section of interest,
1 through 5
(PowerPoint hyperlinks)
Oversight
Board or
Head Office
Projects,
Transition
Architecture,
Development
Business
Relationship
Management
Fundamental
Elements/Ops
Infrastructure
Design
Service Areas
(Technical Mgmt)
Operations &
Administration
Management
Product
Management
Service Owners
(e.g., program material
selection or creation)
Governance Council/
Audit, Finance, Quality,
Change Management
A simple example
from G.P. Rowe…
Strategy
Design
Operation
The stages of the Lifecycle
span the entire organization.
Processes within the Lifecycle
hold the lifeblood that keeps
the organization together.
For example, before formal Service Ownership, Transition Planning or Business Relationship Management, the
corresponding roles often default to a senior leader or exist on an ad hoc (“hey you”) basis. Otherwise it’s a pain
point or “sore thumb” because staff gets out of touch with changing requirements in the field or in sub-groups.
Continual Service
Improvement
© Gregory P. Rowe, greg@roweservices.com
Release &
Deployment
Management
Transition
How many organizations organically grow a collaborative structure…
Project Manager
hand-off to
Service Owner
Service Level
Management
Account/Service Reps
(e.g., leaders of
small groups)
Technical Services
But then it gets bloated.
Hard times hit hard. Crunch.
What will you do now, executive leadership?
As the organization develops, differentiation and specialization tend to evolve organically,
often with redundancies even less structured than above.
72
End User Business Services
Business
Relationship
Management
Finance &
Accounting
Business Architecture -- Designing for Value
Programs,
Innovation &
Transition
©Gregory P. Rowe, greg@roweservices.com
Procurement
& Supplier
Management
Configuration
Management
Deputy for
Technical
Services
Business
Units/Div.
(&/or Sales)
Shared Corp.
&/or Regional
Functions
Asset
Management
HR, Legal, Apps,
etc.
Operations,
Infrastructure
& Platforms
Governance
Strategic
Functional
Leadership
in Mission/
Business
Strategy
Operations
Management,
Infrastructure
Head
Transition
Management
(BA & Projects)
Research &
Development
(or Engineering)
Product
Management
QA &
Performance
Improvement
Security
Management,
Policy & Ethics
Customer
Support
Example Integrated, Collaborative
Organization (Large)
Change &
Knowledge
Management
Deputy for
End/Business
Services
Deputies
by product, region,
etc.
OUTLINE OF THE FRAMEWORK
74
Products & Services
Governance Systems
Strategy Management
Engineering, Knowledge & Quality Metrics
Relationships & Requirements
Master Scheduling & Resource Management
ApplicationsPrograms
Ops Control
InfrastructureFulfillment
Projects
IncidentsDevelopment
Catalogs
&
Problems
&
Portfolios
&
Design
&
Maintenance
Demand Management
Service Portfolio Management
Service Asset…
…and Configuration Management
Service Level Management
Knowledge Management
Service Catalogue Management
Business Relationship Management
Financial Management for IT Services
Access Management
Capacity Management
Availability Management
Incident Management
Information Security
Management
Supplier Management
Event Management
IT Service
Continuity Management
Request Fulfillment
CSI's 7-Step Improvement Process Problem Management
Service Validation & TestingChange Evaluation Release and Deployment Management
Change Management
Design Coordination
Transition Planning and Support
Strategy Management for IT Services
EXPANDING FROM THE CORE
by three
Overlaying an applied framework of governance to initiate strategic growth leveraging all 26 process areas.
meiosis
Founding Partners
Architecture and Engineering
Coordination,
Finance, Administration, Legal…
Business and Program Management
The framework can also be used to design career paths through an organization
utilizing individual strengths. Retention will be appropriately encouraged by
showing each -not only what they are today- but also what they are to become.
"But we only have a few people in corporate governance. How can we cover all processes?!"
Click on screen to read
SupportProducts
Team
Requirements
Service Reps
Cover all
Constituencies
(Channels)
Is your chaos
manageable?
Individual
Requests
Starting Point: Functions of the Second Layer
Plan &
Resource
Long-Term
Changes
(Re)Architect
Organizational
Capabilities
Action Agents
Take on Issues
ProduceProducts
© Gregory P. Rowe, gp@kgit.net
Programs
Adjust to Needs
75
1st Line Support
Response and
Points of Contact
(Admin)
Communication
of Vision
Balanced vs. Personality-Based
Leadership & Governance
Define sandboxes
Agreed service levels
Problem Solving
& Recommending
Improvements
Agree on the
need to
change
and register it
Master
Scheduling
(De-conflict)
Steering Groups
(Prioritizing Actions) Working Groups
(Designing Solutions)
Operations
Control
(Eventually 24x7)
of a Management System
The second layer is integration.
Young middle management.
Example: Organizations that Split at the Seams
• Reps (Service-Driven/Requirements) • Programs (Product-Driven/Dev)
• Operations and Administration
Facilities
Reps / BA
(Constituencies)
Ops/AdminProjects
Programs
(Products)
Service to Individuals
and technical specialty
Programs for Purpose
and generalist knowledge
Balanced vs. Personality-Based
"Don't ask them."
[the constituency]
"Let's ask them."
[the constituency]
Governance and Process Workflow
on Management Staff
"No one thinks of logistics until
they don't have 'em.."
"Developers can't even
talk to the field."
Provide a flexible
framework, integrated
to move with strategy.
• Facilities (Engineers/Logistics) • Projects (Event-driven/Schedules)
© Gregory P. Rowe, gp@kgit.net
Click - pause- read
The common
People/Rela. -- Tech./Prod.
creative tension

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End State: Five steps to success for transformation of complex organizations

  • 1. End State 1 A reference model for organizations to address leadership challenges, efficiently integrate daily operations, and provide effective governance, especially across the spans and gaps where an organization may be most at-risk. How the world works – or won’t except through strong, visionary leadership.
  • 2. Outline A. Introduction: The secret sauce of strong relationships within an integrated model. B. The organization’s neural network across portfolios, dev, ops, and improvement. 1. Frontline support must be closed-loop or it’s a dead-end. 2. Expert collaboration can be set in forums that engage all diagonals. 3. Ecosystems of value networks negotiate processes with promising and receiving. 4. Coordination is side-to-side first, then top-down and bottom-up. 5. Strong yet flexible universal joints hold it all together. C. Conclusion 2 Here’s what we’ll talk about. © Gregory P. Rowe, greg@roweservices.com View Fullscreen SlideShare
  • 3. A Eureka Moment - How the world works. Yet first things first – what about you… Do any of these challenges sound familiar? • Follow-up is failing or inconsistent. • Experts disagree and then can make anything into an argument. • Compliance constraints are so cumbersome it puts the mission at risk. • Waste is hurting – including off-agenda meetings and units. • Silos are battling – including who has authority over what. 3
  • 4. Follow-up failing? Experts arguing? Compliance cumbersome? Waste hurting? Silos battling? Solve problems to achieve coordinated action 1. Frontline Support 2. Collaboration among Experts 3. Ecosystems for Sharing Value 4. Efficiency in Coordination 5. Flexible Structures 4Here’s what we’ll talk about.© Gregory P. Rowe, greg@roweservices.com Slide 18 Slide 24 Slide 30 Slide 41 Slide 53 Feel free to jump to a section of interest, 1 through 5 (Slide bar at bottom)
  • 5. Bottom Line Up Front 1. Close the loops of support. 2. Lead experts in small forums. 3. Negotiate processes to exchange value 4. Have a coordination hub for planning, scheduling, and meeting management across life cycles. 5. Tie it together with an integrated model. 5Here’s what we’ll talk about. Success is in strong interconnections of an integrated model. • Smart, dedicated people drive success. • A strong, flexible organization enables them. Here’s how: © Gregory P. Rowe, greg@roweservices.com
  • 6. Eureka! An amazing discovery. The basis of the model. Here’s my story. A lifetime of work in management systems, automated workflow, consulting, and operations. • Military Operations Everything’s a drill • Enterprise Applications Order fulfillment • Healthcare Systems Medical records and patient flow • IT Management ITSM Technologies and infrastructure management So, from ops to apps to infrastructure:  It’s all the same some-ways.  Nothing always works well.  There’s gotta be a better way. 6 Problem MgmtIncident Mgmt Technical Management Application Mgmt *and Product and Project) Request Fulfillment Event Mgmt Operations Control Continuous Improvement PreventativeCorrective Transition Planning & Support BA PM Finance & Budgeting Architects & Developers Charging & Accounting Service DeskRelationship Mgmt Relationship Mgmt Physician’s Offices (PCP), Outpatient Clinics Rehab.PharmacyMedical Services Insurance – Payables - etc Forecasting CUSTOMERS SUPPLIERS Purchasing Production FinishedGoods Warehouse/Shipping TruckLoad PlanningFinalInspection/CreditCheck Changes Order Processing Credit Checks & Scheduling Satis- faction Require- ments Expecta- tions Customer Service Relationship Mgmt Customer Orders Acknowledge /Promise Shipment Invoice Sales Supplier Mgmt Raw Material Purchase Orders Supplier Mgmt Continual Improvement Transition Management Business Strategy Service Design Service Operation Continuity Mgmt Knowledge Mgmt Service Validation and Testing Change Management Demand Mgmt Measurement Lean Six Sigma Financial Management Release and Deployment Mgmt Application Mgmt Portfolio Management Transformation Events Evaluation Transition Planning & Support Availability Mgmt Problem Mgmt Incident Mgmt Capacity Mgmt Service Asset and Configuration Mgmt Infrastructure Technical Management Facilities Management at Various Localitieszzzzzzzzzzzzz Application Mgmt Supplier Mgmt Service Desk Request Fulfillment Relationship Mgmt Catalog Mgmt Service Level Mgmt Proactive Problem Mgmt Event Mgmt Standard Changes Information Security Management Access Mgmt Operations Control Architects & Developers at Various Localities Disbursement VendorInvoice Remittance Accounting Production Orders Gurney-Halls Admitting Hold Rehab. Beds, Units AdmissionRegistrationTriage/ED Discharge PathologyHistology Direct Admits Patient PPT Clean Recovery Post-op Rms PACU Surgery O.R.s Equipm. Prep. for Surgery Preop Hold Turn-over Supplies, Instrum. Diagnostics Trauma Pharmacy Physician’s Offices, Outpatient Clinics Heart Catheriterization Medical Services Trauma Procedural units Beds, Telepathy Beds, ED Beds, Med/Surg Beds, ICU Cath Lab CVOU Neural Transplant Evaluation Organ List PAT (Pre-Admit) Supplies Radiology Other Diagnostics Laboratory Hospice Enterprise Apps IT Infrastructure Operations Hit a key when ready. A Mentioned in Slide 3 Healthcare
  • 7. What I learned: Breakthroughs come in small packages, yet Inspiration comes from seeing the end. 7 A Introduction So, Build in incremental stages that move toward a target state. An example target state is the Organizational Reference Model.
  • 8. Organizational Leadership across Lifecycles Agile teams, processes, automation and infrastructure 8 Architecture and Integration Operations and Monitoring Executive Leadership Corporate Communications Coordination of Continual Transformation © Gregory P. Rowe, greg@roweservices.com In your world, do the small worlds or micro-cultures disagree? Top – Bottom. Left – Right.
  • 9. The First Premise An organization falls apart wherever interconnections fail. • A healthy organization’s many parts are precisely interconnected. • The reference model helps build strong inter-relationships. • It defines essential functions and the processes that flow through them. • Modelling makes the complexity manageable. 9 A Introduction See a larger image of the model on Slide 49
  • 10. Strategy: Apply best practices onto your baseline management system for better integration that keeps it from falling apart so that - Goal: • The system dynamically aligns layers of operations to strategic objectives. • It also enlightens leadership, empowers management, overcomes pain points, and, • Leverages balanced teams through orchestration of processes and automation of workflow. 10 Strategy and Goal - Win on the First Premise
  • 11. AIntroduction 11 A Introduction Overview – Achieving the Goal • An Enterprise Model: End-to-End • Inter-Organizational Relationships • Intra-Organizational Connections A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. Conclusion 1. Support 2. Expertise 3. Authority 4. Coordination 5. Structure Slide 18 Slide 24 Slide 30 Slide 41 Slide 53 Gamification? Over the wall Pointier Swaggier By-passing lane Silos rule = Burnin’ down the house
  • 12. What’s the point? Principles and doctrine must be applied in context as revealed when success and failure are predictable. • Difficulty can be avoided by applying best practices within a stable reference model. • Eventual success will be assured by operating under its principles. • The first step is to find the worst broken connections within your system of systems. 12 A Introduction A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. Conclusion
  • 13. How? See difficulty coming and mitigate before a crisis arises. By applying the model you will be able to watch evolving macro-trends. Then you can take action to avoid failure and ensure success in micro-ecosystems. 13 A Introduction A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. Conclusion Workload
  • 14. Theme and Summary of the Introduction • A strong, flexible organization enables smart, dedicated people to succeed. • Their people with authority lead frontally and manage from the center. 14 A Introduction Basis • The strong interconnections of an integrated, flexible model provide a system of systems to enable coordinated action. • Wherever you’re connected to what’s best you do what’s right. • Wherever you’re disconnected the system gets lost and tends to fail. • Leadership invites a spirit of corporate culture that opens the floodgates of forward movement.
  • 15. Contents - Next A. Introduction: Strong interconnections of an integrated model B. Success across life cycles 1. Frontline Support needs to be closed-loop. 2. Expert Collaboration must be empowered to engage across diagonals. 3. Ecosystems equitably promise and receive value after mediated negotiation. 4. Coordination must be side-to-side, top-to-bottom and bottom-up. 5. Strong yet flexible Universal Joints are required to hold it all together. C. Conclusion 15Here’s what we’ll talk about. ©GregoryP.Rowe,greg@roweservices.com B Life Cycles
  • 16. Follow-up failing? Experts arguing? Compliance cumbersome? Waste hurting? Silos battling? Revisit: Section Highlights with Cross-reference to slide numbers 1. Frontline Closed-Loop 2. Collaboration: Forum of Experts 3. Ecosystems for Sharing Value 4. Efficiency in Coordination 5. Flexible Structures 16Here’s what we’ll talk about. ©GregoryP.Rowe,greg@roweservices.com Feel free to jump to a section of interest, 1 through 5 (PowerPoint hyperlinks) Slide 18 Slide 24 Slide 30 Slide 41 Slide 53
  • 17. B Success across life cycles 17 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. Conclusion B Life Cycles
  • 18. Success across lifecycles requires a system of systems Primary Elements 1. Support: Front-Line Support Cycles 2. Expertise: Middle Diagonals of Integration 3. Authority: Up, Down and across Verticals 4. Coordination: Heroic Horizontals 5. Collaboration: Universal Joints 18 Hit a key when ready. B A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. Conclusion Life Cycles
  • 19. How often do you experience fundamental failures in simple follow-up that you’ve directed? A closed-loop system of support avoids common failures and ensures uncommon success. 19 Hit a key when ready. B A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. Conclusion >> Back to Contents Life Cycles
  • 20. 1 The Front Line: A closed loop of operational support ensures continual success. 20 B1 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. ConclusionIntra-organizational relationships Life Cycles - Support
  • 21. Reconciling the Horizontals that are most often in Conflict Architecture and Integration Operations and Monitoring 21 B1 The First Set of Battling Silos Life Cycles - Support
  • 22. Is your chaos manageable?The Baseline Cycles – A closed loop of support The Classic Conundrum of Human Brokenness Centralized Simple Synchronization Collaboration between Analysts, Architects, Engineers, Technical Experts and Admin’s (Internal/External) Close the loop! 22 Hit a key when ready. Agree Improve Quality Provide Resolve Issues Management of Teams Leadership & Guidance Common, Predictable Failures Hit a key when ready. ©GregoryP.Rowe,greg@roweservices.com Architecture and Integration Operations and Monitoring
  • 23. • The loop at the top breaks down, especially at quality assurance. • The dots in the middle isolate themselves like oil and vinegar. • The top three challenges: 1. Technical collaboration. 2. Priorities and schedules. 3. Measurement and improvement as part of centralized synchronization. We can all do better. Is your chaos manageable?The Baseline Cycles – A closed loop of support The Classic Conundrum of Human Brokenness Centralized Simple Synchronization Collaboration between Analysts, Architects, Engineers, Technical Experts and Admin’s (Internal/External) Close the loop! 23 Hit a key when ready. Agree Improve Quality Provide Resolve Issues Management of Teams Leadership & Guidance Common, Predictable Failures Hit a key when ready. ©GregoryP.Rowe,greg@roweservices.com Architecture and Integration Operations and Monitoring
  • 24. Contents - Revisit A. Introduction B. Success across Lifecycles 1. Frontline Support Cycles 2. Expert Collaboration at Cross-Diagonals 3. Promising and Receiving within Ecosystems 4. Horizontal Coordination across Life Cycles 5. Flexible Universal Joints C. Conclusion 24 Hit any key for next slide when ready.
  • 25. 2 Lively Collaboration Amongst Experts 25 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Verticals of Authority 4. Horizontal Management 5. Universal Joints C. Conclusion B2 Life Cycles - Expertise
  • 26. Ever wonder why a technical expert spends so much time reinventing the wheel? Or why they won’t listen? Because they’re experts. And it’s easy to get stuck in their heads. 26 Hit a key when ready. B2 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Bottom-Up Verticals 4. Top-Down Horizontal Management 5. Universal Joints C. Conclusion >> Back to Contents Life Cycles - Expertise
  • 27. • Again, in more detail, the interaction cycle at the top must be closed-loop. • The dots in the middle need to be connected. Agree Is your chaos manageable? Gregory P. Rowe, greg@roweservices.com Hit a key when ready. Deployment Management Budgeting Accounting Charging Improve Quality Provide Resolve Issues The Activity Layer of the Model Management of Teams Leadership Guidance Disintegrated and frazzled - or whole and functioning well in decision-making Collaboration amongst Analysts, Architects, Engineers, Technical Experts and Administrators (Internal/External -- Experts) Coordination across Projects, Changes, Releases and Operations (Transition Planning -- Admin) Continuity 27 The beginnings of a huge model that can predict and fix your future. ©GregoryP.Rowe,greg@roweservices.com
  • 28. • Again, in more detail, the interaction cycle at the top must be closed-loop. • The dots in the middle need to be connected. • Common challenges persist: 1. Lack of facilitation of technical collaboration. 2. Unclear coordination of priorities and schedules. 3. Little or no measurement of what really matters, including leadership. 4. Lack of centralized synchronization. • When the unexpected happens it’s out of control because management and leadership are not proactive together. We can do better, as the model shows. Agree Is your chaos manageable? Gregory P. Rowe, greg@roweservices.com Hit a key when ready. Deployment Management Budgeting Accounting Charging Improve Quality Provide Resolve Issues The Activity Layer of the Model Management of Teams Leadership Guidance Disintegrated and frazzled - or whole and functioning well in decision-making Collaboration amongst Analysts, Architects, Engineers, Technical Experts and Administrators (Internal/External -- Experts) Coordination across Projects, Changes, Releases and Operations (Transition Planning -- Admin) Continuity 28 The beginnings of a huge model that can predict and fix your future. ©GregoryP.Rowe,greg@roweservices.com
  • 29. Fundamentals – Expert Collaboration • Smart people  Yet with clear roles within each project  Everyone can be a chief, but not on the same design effort • Communities and collaboration  They ask for input and may suggest participants  A coordinator quickly forms the problem team for root cause analysis  The coordinator chairs, the architect defines, a sponsor accepts risk  Know if you are responsible, participating, consulted, or only informed • Strong, flexible leadership. 29 B2 Life Cycles - Expertise
  • 30. Context at the Stem of the System of Systems • Know your role in a given moment and play it well • Life can be simple and you can be at your most effective. • Will you allow for it? • At the stem of the system, when allowed by leadership and management, it will: • Position people, and, • Organize work so that good naturally happens the right way. 30 Hit a key when ready. B2 Life Cycles - Expertise
  • 31. Follow-up failing? Experts arguing? Compliance cumbersome? Waste hurting? Silos battling? Cross-reference to contents 1. Frontline Support 2. Collaboration among Experts 3. Ecosystems for Sharing Value 4. Efficiency in Coordination 5. Flexible Structures 31Hit any key for next slide when ready. Here’s what we’ll talk about. ©GregoryP.Rowe,greg@roweservices.com Feel free to jump to a section of interest, 1 through 5 (PowerPoint hyperlinks) Slide 18 Slide 24 Slide 30 Slide 41 Slide 53
  • 32. 3 Standards, Compliance, Boundaries – The edges of promising and receiving. A responsibility of authority. 32 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion B3 Life Cycles – Top-Down
  • 33. Has bureaucracy ever saved you from yourself? Accounting matters. So does compliance. It’s not the mission. So instead of senior management only focusing only on that or today’s stock price, have staff close-by who negotiate processes. 1. It’s a responsibility of authority to negotiate internal relationships. 2. They must also make sure everyone plays well in the sandbox in shared planning, scheduling, and priorities. • Staff appeals to senior leadership to achieve break-throughs. • Call in Performance Management, Process Improvement, Whatever. 33 Hit a key when ready. B3 >> Back to Contents There’s a difference between constraints and criteria. We need strong accounting to avoid pitfalls of constraints. Life Cycles – Top-Down
  • 34. Success Across each Lifecycle 1. Baseline Cycles – A closed loop of support 2. Middle Diagonals – Lively collaboration amongst experts 3. Up and Down Verticals – Reconciling projects and operations 4. Heroic Horizontals – Coordination across stages 5. Universal Alignment – Integration to strategy 34 Hit a key when ready. B3 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Expert Collaboration 3. Vertical Authority 4. Horizontal Management 5. Universal Joints C. Conclusion Life Cycles – Top-Down
  • 35. Context of a Baseline System within a wider Value Chain 35 Produce Support Produce Support Customer Supply Chain Produce Support Hit a key when ready. • A value network includes many value chains. • One of them is depicted in the flow. ©GregoryP.Rowe,greg@roweservices.com Inter-organizational relationships
  • 36. The Core Cycle of Value Realization 36©2005 Gregory P. Rowe Design Fund Promise Payable Receivable Cash SERVICE IMPROVEMENT PRODUCE SUPPORT SALES GENERATED ARCHITECTURE FUNDED INFRASTRUCTURE DEVELOPED RECEIVEABLES PROCESSED CASH BOOKED PAYABLES PROCESSED Hit a key when ready. B3 ©GregoryP.Rowe,greg@roweservices.com • A value network includes many value chains. • One of them is depicted in the flow. • It progresses from promising delivery to receipt of order to receipt of cash. • It portrays the world in which we must operate to succeed within an ecosystem. • It’s complicated. • And simple. Inner loop as discussed, adding the outer loop here. Life Cycles – Top-Down
  • 37. The Core Cycle of Value Realization 2 37 Design Fund Promise Payable Receivable Cash © Gregory P. Rowe Hit a key when ready. B3 • A value network includes many value chains. • One of them is depicted in the flow. • It progresses from promising delivery to receipt of order to receipt of cash. • It portrays the world in which we must operate to succeed within an ecosystem. • It’s complicated. • And it can be simple. Produce & Deliver Support & Maintain ©GregoryP.Rowe,greg@roweservices.com Life Cycles – Top-Down
  • 38. The Core Cycle of Value Realization 3 38 Deliver Support Products Services Receive Service Improve Products © Gregory P. Rowe Hit a key when ready. • A value network includes many value chains. • One of them is depicted in the flow. • It progresses from promising delivery to receipt of order to receipt of cash. • It portrays the world in which we must operate to succeed within an ecosystem. • It’s complicated. • And it can be simple. B3 ©GregoryP.Rowe,greg@roweservices.com Life Cycles – Top-Down
  • 39. 39 Strategy & Design Transition & Operation © Gregory P. Rowe The Core 39 Hit a key when ready. B3 ©GregoryP.Rowe,greg@roweservices.com Life Cycles – Top-Down
  • 40. The Stem of the System a. The Core of Value-Adding Activities for Value Realization b. Establishments on the Edge c. Fundamental Cycles of Value Realization 40 Hit a key when ready. B3 The Core Life Cycles – Top-Down
  • 41. Follow-up failing? Experts arguing? Compliance cumbersome? Waste hurting? Silos battling? Cross-reference to contents 1. Frontline Support 2. Collaboration among Experts 3. Ecosystems for Sharing Value 4. Efficiency in Coordination 5. Flexible Structures 41Hit any key for next slide when ready. Here’s what we’ll talk about. ©GregoryP.Rowe,greg@roweservices.com Slide 18 Slide 24 Slide 30 Slide 41 Slide 53 Feel free to jump to a section of interest, 1 through 5 (PowerPoint hyperlinks)
  • 42. 4 Coordination across Stages – Reconciling Programs, Projects and Operations with shared planning, scheduling, and meeting management 42 B4 Life Cycles – Bottom-Up A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion
  • 43. Do your project managers ever insist that their schedules supersede, and are allowed to interfere, with operations? If so, reconcile schedules and adjust project baselines or fail. 43 Hit a key when ready. B4 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion >> Back to Contents Life Cycles – Bottom-Up
  • 44. Success Across each Lifecycle 1. Baseline Cycles – A closed loop of support 2. Middle Diagonals – Lively collaboration amongst experts 3. Up and Down Verticals – Reconciling projects and operations 4. Heroic Horizontals – Coordination across stages 5. Universal Alignment – Integration to strategy 44 Hit a key when ready. B4 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion Life Cycles – Bottom-Up
  • 45. Coordination and Administration: Fixin’ ain’t easy. Reconcile schedules or fall apart. 45 Hit a key when ready. B4 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion Life Cycles – Bottom-Up
  • 46. 46Hit a key to go to the next slide. Next Situation – Coordination Falls Apart • People don’t listen. • Projects go off course. • Agendas collide. • There’s a better way. B4 Life Cycles – Bottom-Up
  • 47. Coordination and Administration 47 Reconcile schedules or fall apart. Hit a key when ready. B4 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion A. Introduction B. Success across Lifecycles 1.Support Cycles 2.Cross-Diagonal Expertise 3.Central hub of planning and scheduling 4.Vertical and horizontal a. Top-Down and Bottom-Up b. Side-to-Side 5.Universal Joints C. Conclusion Life Cycles – Bottom-Up
  • 48. Coordination and Administration 48 Reconcile schedules or fall apart. Hit a key when ready. B4 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion a. Top-down and bottom-up b. Side-to-Side Life Cycles – Bottom-Up
  • 49. 49 Vertical LayersThe Middle Vertical Coordination Layer Hit a key when ready. B4c ©GregoryP.Rowe,greg@roweservices.com Products & Services Governance Systems Strategy Management Engineering & Knowledge Relationships & Requirements Master Scheduling & Resource Management InfrastructureApplications Ops Control FulfillmentPrograms Projects IncidentsDevelopment Catalogs & Problems & Portfolios & Design & Maintenance Plan & Sched. Action Agents attack issues Collaboration juggles priorities Service Reps Cover all Constituencies (Channels) First Line Responds and has Points of Contact The inner loop is horizontal. Strategy & products above. The Coordination Vertical Life Cycles - Top-Down - Bottom-Up
  • 50. Coordination and Administration 50 Reconcile schedules or fall apart. Hit a key when ready. B4 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion a. Top-down and bottom-up b. Side-to-Side Life Cycles – Bottom-Up
  • 51. Best Practice and the defacto Coordination Layer – The flow of collaboration across the life cycle 51 Demand Management Access Management Capacity Management Availability Management Incident Management Information Security Management IT Service Continuity Management Supplier Management Event Management Request Fulfillment Service Validation and Testing Release and Deployment Management &Monitoring Working(Technical) Context: An applied framework with a strategic perspective on twenty-six core processes Release Package Service Portfolio Management Knowledge Management Service Catalogue Management Continual Service Improvement (CSI) Problem Management Design Coordination Transition Planning and Support Improvement - Charter Service Design Package Strategic Plan Continual Service Improvement & The 7-Step Improvement Process Strategy & Leadership Design & Analysis Transition & Projects Operations & Infrastructure Service Asset… …and Configuration Management Service Level Management Business Relationship Management Financial Management for IT Services Change Evaluation Change Management Strategy Management for IT Services Managing &Reporting Service Desk Ops Control Application Management Technical Management Collaboration & Coordination across Functional & Organizational Boundaries Coordinating& Collaborating Hit a key when ready. B4c ©GregoryP.Rowe,greg@roweservices.com Life Cycles - Side-to-Side
  • 52. Follow-up failing? Experts arguing? Compliance cumbersome? Waste hurting? Silos battling? Cross-reference to contents 1. Frontline Support 2. Collaboration among Experts 3. Ecosystems for Sharing Value 4. Efficiency in Coordination 5. Flexible Lifecycle Structures 52Hit any key for next slide when ready. Here’s what we’ll talk about. ©GregoryP.Rowe,greg@roweservices.com Slide 18 Slide 24 Slide 30 Slide 41 Slide 53 Feel free to jump to a section of interest, 1 through 5 (PowerPoint hyperlinks)
  • 53. Bottom Line 1. Close the loops of support. 2. Lead expert cats in small forums. 3. Negotiate process to exchange value 4. Have a coordination hub for planning, scheduling, and meeting management across life cycles. 5. Tie it together with an integrated model. 53Hit any key for next slide when ready. Here’s what we’ll talk about. ©GregoryP.Rowe,greg@roweservices.com
  • 54. Coordination and Administration 54 Reconcile schedules or fall apart. Hit a key when ready. B4c A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion Bottom-Up Verticals a. Top-Down b. Bottom-up c. Side-to-Side Teams and Cultures Life Cycles - Side-to-Side
  • 55. Know Truth Respond to Situations Agree to Make Near-Term Changes Plan & Coordinate Long-Term Reconcile Rules Quiet Contemplation Architect & Engineer © Gregory P. Rowe Executive Team Make Changes Happen Physical Energy Take Action Know Your Capabilities Outside Resources Hit a key when ready. Gracious Romantics Liberating Conquerors Broad-Minded Philosophics Service-Oriented Pragmatists Ambivalent Orchestrators Chairmanship of Councils of Authority from all of the above Coordinating action for all, as we carry the best intentions through implementation into completion. Inspired Visionaries Focused Idealists 55 Skillsets and Personality Factors Each individual holds a key to a part of the process, including gatekeepers, which they share if inspired leadership will listen. Hit a key when ready. B4c ©GregoryP.Rowe,greg@roweservices.com Life Cycles - Side-to-Side
  • 56. Know Truth Respond to Situations Agree to Make Near-Term Changes Plan & Coordinate Long-Term Reconcile Rules Quiet Contemplation Architect & Engineer © Gregory P. Rowe Executive Team Make Changes Happen Physical Energy Take Action Know Your Capabilities Outside Resources Hit a key when ready. Gracious Romantics Liberating Conquerors Broad-Minded Philosophics Service-Oriented Pragmatics Ambivalent Orchestrators Chairmanship of Councils of Authority from All of the Above Coordinating action for all as we carry the best intentions through implementation into completion. Inspired Visionaries Focused Idealists 56 Skillsets and Personality Factors Each individual holds a key to a part of the process such as gatekeeper, which they will share if leadership is inspired and listens. Order Entry Specialist /Architect - People Person - Business Managers and Senior Leadership - Administration, Finance and Orchestration - Chairmanship of Councils with Authority in all of the above Coordinating actions for all as we carry best intentions through implementation into completion. Customer Relations Rep. /Exec. - Big-Picture Visionary - Technologist, Engineer or SME - Idealist - Business and Enterprise Architects - Philosophical, Broadly Intellect-Based - Collaborate Synchronize Technical Supervisors - Hierarchical Structure (Power Person) - Coordinate Order Entry Specialist /Architect - People Person - Customer Relations Rep. /Exec. - Big-Picture Visionary - Technologist, Engineer or SME - Idealist - Business and Enterprise Architects - Philosophical, Broadly Intellect-Based - Technical Supervisors - Hierarchical Structure (Authorities / - Power Person) - Reality Check, Practical Insights, Voice of Reason Formal Decision with Initial Plan Vision & Concept Service Owners - Pragmatic, Technical and Business-Minded - Hit a key when ready. B4c ©GregoryP.Rowe,greg@roweservices.com Life Cycles - Side-to-Side
  • 57. Final Elements of Cycles of Success Front-Line Cycles, Middle Diagonals, Heroic Horizontals, Up and Down Verticals, Universal Joints 57>> Back to Contents B5 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion Life Cycles – Universal Joints
  • 58. Success across Lifecycles within an Integrated System 1. Front-Line Cycles – A closed loop of interactive support 2. Middle Diagonals – Lively collaboration amongst experts 3. Heroic Horizontals – The ecosystem from promising to receiving 4. Up and Down Verticals – Coordination from strategy to projects and operations 5. Universal Joints – Flexibility to adjust quickly at all levels 58 Hit a key when ready. B5 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion Life Cycles – Universal Joints
  • 59. Do you ever go through constant pain just to maintain? A baseline alignment 59 Hit a key when ready. B5 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion >> Back to Contents Complexity Behind the Model Life Cycles – Universal Joints
  • 60. ProductSupport Don’t just “slam in” changes – transition smoothly Customer Leadership Agree what’s required Fill Orders Change Management Is your chaos manageable?End User Consumers Risk Management Technical Management Project Management Resources Programmatic Change Control Security Management Problem Management Architect & Engineer New Services Customer Service / Operations ProduceProducts Infrastructure Issues Some incidents have a hidden root or are systemic. Account Managers (BRM, SLM) Quality Controlled Source Recurring Incidents Managing Capacity, Availability & Continuity Service Desk © Gregory P. Rowe, gp@kgit.net Hit a key when ready. Incident Management Transition Planning and Release Management Decision- Making & Master Scheduling Financial Management 24x7 Operator Resources Budgeting Accounting Charging Quality Re- Alignment to Value Count costs of change Decide Redundancy Operate as efficiently as if in a bottom-line business or mission. 60 Catalog Type of Orders (Standard) New/Changing Requirements Request Fulfillment Application Management Releases Changes Errors Configuration Management Recrods Problems Items Incidents As specialize also integrate. (Closed-Loop) The 26 Processes Assigned to Two to Four Positions or Domains Those are the processes. Next: What it looks like in action… Relationships & Requirements Products & Services InfrastructureApplications & Ops ControlFulfillment Master Scheduling & Knowledge Management Governance & Quality Management Strategic Leadership Demand Management Service Portfolio Management Service Level Management Knowledge Management Service Asset… …and Configuration Management Service Catalogue Management Business Relationship Management Transition Planning… …and Support Financial Management for IT Services Access Management Availability Management Incident Management Information Security Management IT Service Continuity Management Supplier Management Event Management Capacity Management Request Fulfillment Projects Architects - - Engineers App Dev - - App Management Technical Management CSI's 7-Step Improvement Process Problem Management Service Validation and TestingChange Evaluation Release and Deployment Management Change Management Design Coordination (Service Asset and Configuration Management and the Transition Planning and Support Process) Strategy Management for IT Services Busi. Analysts Sys. Admins User Calls Service Owners ©GregoryP.Rowe,gp@kgit.netgreg@roweservices.com 1 2 3 4 1 4 B5 ©GregoryP.Rowe,greg@roweservices.com Life Cycles – Universal Joints
  • 61. C Conclusion 61 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion
  • 62. Principles Covered 1. Support: Front-line closed-loop 2. Expertise: Well-led forums and small groups 3. Authority: Leading and negotiating across verticals 4. Coordination: Heroic horizontals of central scheduling 5. Collaboration: Universal joints in a strong, flexible model 62 Hit a key when ready. C Conclusion
  • 63. Leading Frontally, Managing from the Center Don’t just “slam in” changes – transition smoothly Customers (Upstream) Requirements, Proposals & Portfolios Change Coordination Is your chaos manageable? Individual Consumers Security Management Technical Experts (internal/external) Design Coordination (Cross- Functional) Project Change Control Continuity Management Root Cause Analysis Architecting & Engineering: New/Updated Business Analysis, Price & Cost Quality Controlled Definitive Source Gregory P. Rowe, greg@roweservices.com Hit a key when ready. Release Management & Deployment Planning Decision-Making for major changes & Transition Planning. Financial Management Operations Control and Deployments Budgeting Accounting Charging Measuring Quality Costs of change Interactions & Request Fulfillment Resolution of Issues At some point we all get stuck. Tactical and Operational Activity Layers of Core Organizational Processes Back Office Negotiation End Users Level 1 Support & Service Desk Level 2 Level 3 Music by Longzijun Service Levels Agreements & Expectations Releases Changes Configuration Management Problems Items Incidents Errors Catalog 63
  • 64. Leading Frontally, Managing from the Center Don’t just “slam in” changes – transition smoothly Customers (Upstream) Requirements, Proposals & Portfolios Change Coordination Is your chaos manageable? Individual Consumers Security Management Technical Experts (internal/external) Design Coordination (Cross- Functional) Project Change Control Continuity Management Root Cause Analysis Architecting & Engineering: New/Updated Business Analysis, Price & Cost Quality Controlled Definitive Source Gregory P. Rowe, greg@roweservices.com Hit a key when ready. Release Management & Deployment Planning Decision-Making for major changes & Transition Planning. Financial Management Operations Control and Deployments Budgeting Accounting Charging Measuring Quality Costs of change Interactions & Request Fulfillment Resolution of Issues At some point we all get stuck. Tactical and Operational Activity Layers of Core Organizational Processes Back Office Negotiation End Users Level 1 Support & Service Desk Level 2 Level 3 Most leaders who work hard eventually arrive at basic incident and change management. Yet most never move beyond Level 3, as shown to the right. (Click when ready.) At that point anyone who has stopped at a fundamental, rudimentary basis fails.` Stalin: “We have no problems.” Instead, grow up, ok? Wanna dance the 12-step? Then deeper issues arise. Music by Longzijun Efficient processes for effective management Service Levels Agreements & Expectations Releases Changes Configuration Management Problems Items Incidents Errors Catalog There was eloquence and relative simplicity for IT Management under ISO 20,000 & ITIL® v2 (before v3 2007, 2011) 64
  • 65. Whole Don’t just “slam in” changes – transition smoothly Customers (Upstream) Requirements & Catalog Change Coordination Is your chaos manageable? Individual Consumers Security Management Technical Experts (internal/external) Design Coordination (Cross- Functional) Project Change Control Continuity Management Root Cause Analysis Architecting & Engineering: New/Updated Business Analysis, Price & Cost Quality Controlled Definitive Source Gregory P. Rowe, greg@roweservices.com Hit a key when ready. Release Management & Deployment Planning Decision-Making for major changes & Transition Planning. Financial Management Operations Control and Deployments Budgeting Accounting Charging Measuring Quality Costs of change Requests & Fulfillment Resolution of Issues The eloquence and relative simplicity of ISO 20000 & ITIL® v2 (before v3 2007, 2011) Tactical and Operational Activity Layers of Core Processes Back Office Negotiation End Users Level 1 Support Level 2 Level 3 Most people who work hard eventually arrive here. At that point anyone who has stopped at a fundamental, rudimentary basis fails.` Stalin: “We have no problems.” Instead, grow up, ok? Wanna dance the 12-step? Then deeper issues arise. Music by Longzijun Efficient processes for effective management Service Levels Agreements Releases Changes Configuration Management Problems Items Incidents Errors A healthy, energetic, integrated system. 65
  • 66. Theme and Summary A strong, flexible organization enables smart, dedicated people when people with authority lead frontally and manage from the center. 66 A Introduction Review of Basis • The strong interconnections of an integrated, flexible model provide a system of systems to enable coordinated action. • Wherever you’re connected to what’s best you do what’s right. • Wherever you’re disconnected the system gets lost and tends to fail. • Leadership invites a spirit of corporate culture that opens the floodgates of forward movement.
  • 67. Next step? Agree in principle. 67 Hit a key when ready. B5 A. Introduction B. Success across Lifecycles 1. Support Cycles 2. Cross-Diagonal Expertise 3. Top-Down Horizontal Management 4. Bottom-Up Verticals 5. Universal Joints C. Conclusion >> Back to Contents Incrementally build the model. Life Cycles – Universal Joints
  • 68. 68 Continual Service & Process Improvement Technical Management Transition Planning and Support Service Portfolio Other Functions Other Resources Application Management Service Asset and Configuration Management Customers Service Desk Operational Change Implementers Consumers ITIL® Version 3 2011 with Lifecycle – Entire Management System IT Service Continuity Management Problem Management Availability Management © Gregory P. Rowe, gp@kgit.net. Release and Deployment Management Incident Management Capacity Management Financial Management Event Management Demand Management Request Fulfillment IT Service Operations Access Management Info. Security Management Project Teams DevelopmentProcurement Business Analysis System Architecture Supplier Management Ops Control Facilities Mgt Service Strategy: Take a strategic view of services The Realization of Value Service Level Management Change Management Infrastructure Continual Service Improvement Systematically improve Design and develop Service Transition: Implement and update Service Operation: Deliver & support Service Catalogue Management (Not ITSM) Business Relationship Management PMO SMO Service Knowledge Management System C Watch the model in action.
  • 69. Coordination Layer – The flow of collaboration across the service life cycle 69 Senior Leadership & Programs Architects Project Management Technologists & Implementation SMEs Customer/Patron Relations Operations Change Management Developers & Design Engineers Design Package Collaboration Coordination BRM Reference Architectures SMO* PMO Automated Change Models Portfolios OLAs Steering Groups Operational Scheduling Lifecycle Leadership Transition Planning *Service Management Office Weak Link Service Strategy Service Design Service Transition Service Operation Functions through which processes flow easily when properly aligned Context: An applied framework with a strategic perspective on twenty-six core processes C Lead from the center.
  • 71. Contents 1. Support Activities 2. Expert Collaborating 3. Delegation of Authority over Value 4. Coordination of Changes and Tasks 5. Organizational Structure 71Hit any key for next slide when ready. Here’s what we’ll talk about. ©GregoryP.Rowe,greg@roweservices.com Slide 18 Slide 24 Slide 30 Slide 41 Slide 53 Feel free to jump to a section of interest, 1 through 5 (PowerPoint hyperlinks)
  • 72. Oversight Board or Head Office Projects, Transition Architecture, Development Business Relationship Management Fundamental Elements/Ops Infrastructure Design Service Areas (Technical Mgmt) Operations & Administration Management Product Management Service Owners (e.g., program material selection or creation) Governance Council/ Audit, Finance, Quality, Change Management A simple example from G.P. Rowe… Strategy Design Operation The stages of the Lifecycle span the entire organization. Processes within the Lifecycle hold the lifeblood that keeps the organization together. For example, before formal Service Ownership, Transition Planning or Business Relationship Management, the corresponding roles often default to a senior leader or exist on an ad hoc (“hey you”) basis. Otherwise it’s a pain point or “sore thumb” because staff gets out of touch with changing requirements in the field or in sub-groups. Continual Service Improvement © Gregory P. Rowe, greg@roweservices.com Release & Deployment Management Transition How many organizations organically grow a collaborative structure… Project Manager hand-off to Service Owner Service Level Management Account/Service Reps (e.g., leaders of small groups) Technical Services But then it gets bloated. Hard times hit hard. Crunch. What will you do now, executive leadership? As the organization develops, differentiation and specialization tend to evolve organically, often with redundancies even less structured than above. 72 End User Business Services
  • 73. Business Relationship Management Finance & Accounting Business Architecture -- Designing for Value Programs, Innovation & Transition ©Gregory P. Rowe, greg@roweservices.com Procurement & Supplier Management Configuration Management Deputy for Technical Services Business Units/Div. (&/or Sales) Shared Corp. &/or Regional Functions Asset Management HR, Legal, Apps, etc. Operations, Infrastructure & Platforms Governance Strategic Functional Leadership in Mission/ Business Strategy Operations Management, Infrastructure Head Transition Management (BA & Projects) Research & Development (or Engineering) Product Management QA & Performance Improvement Security Management, Policy & Ethics Customer Support Example Integrated, Collaborative Organization (Large) Change & Knowledge Management Deputy for End/Business Services Deputies by product, region, etc.
  • 74. OUTLINE OF THE FRAMEWORK 74 Products & Services Governance Systems Strategy Management Engineering, Knowledge & Quality Metrics Relationships & Requirements Master Scheduling & Resource Management ApplicationsPrograms Ops Control InfrastructureFulfillment Projects IncidentsDevelopment Catalogs & Problems & Portfolios & Design & Maintenance Demand Management Service Portfolio Management Service Asset… …and Configuration Management Service Level Management Knowledge Management Service Catalogue Management Business Relationship Management Financial Management for IT Services Access Management Capacity Management Availability Management Incident Management Information Security Management Supplier Management Event Management IT Service Continuity Management Request Fulfillment CSI's 7-Step Improvement Process Problem Management Service Validation & TestingChange Evaluation Release and Deployment Management Change Management Design Coordination Transition Planning and Support Strategy Management for IT Services EXPANDING FROM THE CORE by three Overlaying an applied framework of governance to initiate strategic growth leveraging all 26 process areas. meiosis Founding Partners Architecture and Engineering Coordination, Finance, Administration, Legal… Business and Program Management The framework can also be used to design career paths through an organization utilizing individual strengths. Retention will be appropriately encouraged by showing each -not only what they are today- but also what they are to become. "But we only have a few people in corporate governance. How can we cover all processes?!" Click on screen to read
  • 75. SupportProducts Team Requirements Service Reps Cover all Constituencies (Channels) Is your chaos manageable? Individual Requests Starting Point: Functions of the Second Layer Plan & Resource Long-Term Changes (Re)Architect Organizational Capabilities Action Agents Take on Issues ProduceProducts © Gregory P. Rowe, gp@kgit.net Programs Adjust to Needs 75 1st Line Support Response and Points of Contact (Admin) Communication of Vision Balanced vs. Personality-Based Leadership & Governance Define sandboxes Agreed service levels Problem Solving & Recommending Improvements Agree on the need to change and register it Master Scheduling (De-conflict) Steering Groups (Prioritizing Actions) Working Groups (Designing Solutions) Operations Control (Eventually 24x7) of a Management System The second layer is integration. Young middle management.
  • 76. Example: Organizations that Split at the Seams • Reps (Service-Driven/Requirements) • Programs (Product-Driven/Dev) • Operations and Administration Facilities Reps / BA (Constituencies) Ops/AdminProjects Programs (Products) Service to Individuals and technical specialty Programs for Purpose and generalist knowledge Balanced vs. Personality-Based "Don't ask them." [the constituency] "Let's ask them." [the constituency] Governance and Process Workflow on Management Staff "No one thinks of logistics until they don't have 'em.." "Developers can't even talk to the field." Provide a flexible framework, integrated to move with strategy. • Facilities (Engineers/Logistics) • Projects (Event-driven/Schedules) © Gregory P. Rowe, gp@kgit.net Click - pause- read The common People/Rela. -- Tech./Prod. creative tension