Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Tool (2011)

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© Macanta Consulting 2011 Service Catalogue Webinar SERVICE CATALOGUE WEBINAR Karen Ferris Macanta Consulting ARMED AND EXTREMELY DANGEROUS

description

Despite the well used phrase “a fool with a tool is still a fool” there are still many service catalogue initiatives that start and end with the selection of technology.These initiatives are doomed to failure. Armed with technology alone will be extremely dangerous to the success of your service catalogue initiative.This presentation aims to discuss how to implement a successful service catalogue with technology selection a crucial component but just one of many critical success factors.

Transcript of Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Tool (2011)

Page 1: Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Tool (2011)

© Macanta Consulting 2011 Service Catalogue Webinar

SERVICE CATALOGUE WEBINAR Karen Ferris

Macanta Consulting

ARMED AND

EXTREMELY DANGEROUS

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© Macanta Consulting 2011 Service Catalogue Webinar

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Outline

•  What is a Service Catalogue – and what it is not

•  Benefits

•  Where to start

•  Approach

•  Static service catalogue

•  Actionable service catalogue

•  Top 10 tips

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What is a Service Catalogue?

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Service Catalogue - ITIL®

The service catalogue is a database or structured document with information about all live services, including those available for deployment The service catalogue is the only part of the service portfolio published to customers, and is used to support the sale and delivery of IT services The service catalogue includes information about deliverables, prices, contact points, ordering and request processes It acts as a service order and demand channeling mechanism

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Service Catalogue - USMBOK™

A service catalog consists of one or more descriptions of current service offerings and optionally, future service capabilities. A service catalog is defined in terms understood by it’s intended customer audience and is the basis for requesting and negotiating service, and desired levels of service. A service catalog entry is the first stage of influencing and setting service level expectations.

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What It Is Not

It is NOT a list of services

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What is a Service Catalogue?

ü Comprehensive list of services ü Products ü  Services including brochure services

ü Deliverables, prices, contact points, ordering and request processes

ü Business facing ü Actionable ü Contextual ü  Shopping cart experience ü  Service level targets ü  Tracking ü Chargeback ü Demand management ü Automated fulfillment process

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Benefits

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Benefits

§  Promotes the service provider as service focused – not product or technology focused

§  Enables business management §  Allocation of costs or service charges

§  Reduces operational costs §  Providing services that are required §  Identifying and eliminating service waste

§  Empowers the business

§  Improves customer satisfaction

§  Improves relationships and communication

§  Identifies requirements and demand

§  Provides foundation for formal SLM and SCM

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Where to start?

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What is a service?

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What is a Service?

A means of delivering value to customers by facilitating outcomes customers want to receive without the ownership of specific costs and risks. Source: ITIL

A service is any act or performance that one person can offer to another, that is intangible, produced at the moment of delivery and does not result in transfer of ownership. Service value and quality is based on customer perception, where satisfaction is based on outcomes and is subjective. Source: The Service Catalog Practitioner Guide – Mark O’Loughlin

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Approach

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Approach

•  Define the objective

•  Gather requirements

•  Run as a project •  Scope •  Milestones

•  Assign ownership

•  Communication

•  Keep it simple

•  Top down approach

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Static Service Catalogue

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Define Service Offerings

•  Identify business units and business processes

•  Identify underpinning service offerings •  Characteristics:

•  Fulfils one or more needs of the customer

•  Supports the customer’s business objectives

•  Is perceived by the customer as a coherent whole or consumable product

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Service Offerings

•  Does it have a customer?

•  Are there terms and conditions established?

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Catalogue Types

Technical Service Catalogue

Business Service Catalogue

Supporting Service Catalogue

Actionable Service Catalogue

Retail Service Catalogue

Wholesale Service Catalogue

Supplier Catalogue

Product Catalogue

Professional Services Catalogue

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There is only ONE Service Catalogue

There are MANY views of the Service Catalogue

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Data Capture •  Service name •  Description – short and long •  Status •  Fulfillment process •  Service type •  Classification or category •  Service objective •  Service owner •  Service level targets •  Link to SLA •  Support hours (Service Desk and level x) •  Link to policies and procedures •  Charging arrangements •  Maintenance windows •  Backup and recovery details

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Create Static Service Catalogue

•  Populate the catalogue

•  Make it available

•  Link to current fulfillment processes

•  Advertise and communicate

•  Position and manage expectations

•  Change Management

•  Maintain momentum

•  Feedback

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Actionable Service Catalogue

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Actionable Service Catalogue

•  For each service:

•  Determine current fulfilment process

•  Define the future fulfilment process

•  Create process flows

•  Determine roles and responsibilities

•  Entitlements, authorisations and approvals

•  Create a RACI matrix

•  Validate and update

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Actionable Service Catalogue

Considera*ons   Details  (Applicable  to  order  phone  workflow)  Will  anyone  be  allowed  to  order  a  phone?   Yes.  If  not,  en8tlement  needs  to  be  understood.  Who  can  order  

the  item  and  how  will  this  be  validated  and  controlled?  

Will  there  be  an  approval  mechanism?   Yes.  

Who  can  approve  requests?   Line  manager  as  listed  in  directory  services.  

How  will  people  approve  the  request?   An  automa8c  approval  work  order  will  be  generated  and  assigned  to  the  appropriate  line  manager.  The  work  order  will  be  automa8cally  linked  to  the  service  request  using  the  API.  

What  happens  if  the  request  is  not  approved?   The  line  manager  will  con8nue  to  receive  approval  no8fica8ons  every  two  days  un8l  the  approval  work  order  is  approved  or  rejected.  

How  will  the  user  be  kept  informed?   At  defined  intervals  the  service  request  status  will  be  updated  to  reflect  where  the  request  is  within  the  order  process.  The  status  will  be  visible  to  the  requestor  from  their  personal  page  within  the  catalogue.  

How  does  the  actual  request  get  processed  from  start  to  finish?  

As  per  the  process  flow.  

Iden8fy  boHlenecks.   Line  managers  not  approving  orders.  Delays  in  purchasing  requisi8ons  being  completed  in  a  8mely  manner.  

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The Actionable Service Catalogue User completes

form and submits

Line Manager approval

requested

Inform user and close request

Approved?

End  

Assign request to purchasing

Upd

ate  Service  Catalogue  status  Order phone

Phone received

Phone delivered

Inform user and close request

Update  Service  Catalogue  status  

Y

N

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The Actionable Service Catalogue

Manager completes form for new starter

Security pass request

Desk phone request

Mobile phone request

Induction request

Laptop request

Access request

Credit card request

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Technology

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Technology

•  Create a specification of requirements •  Create RFI / RFP •  Go to market •  Shortlist •  Create detailed evaluation criteria •  Assign weightings •  Evaluate •  Reference sites •  Vendor product demonstration •  Proof of concept? •  Select •  Plan pilot •  Rollout

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Top Ten Tips

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Top 10 Tips

1.  Use customer language

2.  The Service Catalogue is not a list

3.  Bite size chunks

4.  Customise and contextualise

5.  Communicate

6.  Don’t underestimate effort

7.  Run as a project

8.  Assign ownership

9.  Stakeholder involvement

10. Manage and maintain – subject to CSI

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Email: [email protected] Website: www.macanta.com.au Twitter: @karen_ferris Facebook: http://www.facebook.com/MacantaConsulting Mobile: 0425 728 498