Service Managers strive to continually deliver better services but the day to day job can mean that they don't have the opportunity to keep up with the latest developments in technology and best practice thinking. Customer journey management, Smart advisors and chatbots, Team collaboration, Robotic Process Automation, Artificial intelligence, Multichannel digital experiences, Pervasive Technologies, Resource Scheduling, Swarming, BRM, DevOps, VeriSM, ITOM, SIAM ... What will give them an advantage?
16. THE ART OF WAR CUSTOMER SERVICE
SUN TZU SIMON SHERIDAN
PRODUCT MANAGER AT CITIZENS ADVICE
17.
18. 1.LAYING OF PLANS
2. WAGING WAR
3. ATTACK BY STRATAGEM
4. TACTICAL DISPOSITIONS
5. USE OF ENERGY
6. WEAK POINTS AND STRONG POINTS
7. MANEUVERING AN ARMY
8. VARIATIONS OF TACTICS
9. THE ARMY ON THE MARCH
10. CLASSIFICATION OF TERRAIN
11. THE NINE SITUATION
12. ATTACKING BY FIRE
13. THE USE OF SPIES
19. 1.LAYING OF PLANS
3. ATTACK BY STRATAGEM
4. TACTICAL DISPOSITIONS
5. USE OF ENERGY
6. WEAK POINTS AND STRONG POINTS
7. MANEUVERING AN ARMY
8. VARIATIONS OF TACTICS
13. THE USE OF SPIES
21. Knowing your Customer
If you do not know your customer and do not know yourself,
you will lose in every engagement.
If you do not know your customers but know yourself, you win
one and lose one
If you know your customers and know yourself, you will not
be at risk in a hundred engagements
22. Strategy without tactics is the slowest route to
victory.
Tactics without strategy is the noise before
defeat.
55. Collaboration
and why it should matter to you
Gerry Sweeney – CEO & Founder, Hornbill
November 28th 2017
56. ▪ Introduction
▪ What is Collaboration
▪ Why is Collaboration Important to IT
▪ Collaboration in your Organisation
What I would like to cover in this talk
57. Gerry Sweeney
• Founded Hornbill in 1995
• Seen well over 800 Service
Management deployments, many from
cradle to grave.
• Devised and Executed our Collaboration
Platform and Collaborative ITSM
strategies started in 2011
Twitter: @gerrysweeney
@hornbill
63. Collaboration is a “Culture”
A collaborative culture is based on
openness, complete transparency and
building trust. It focuses its energy on the
search for solutions to challenges and
leveraging opportunities rather than on
placing blame or searching for “guilty.”
FORBS 2014: 6 Concrete Steps To Building A Collaborative Culture That Inspires
69. • Retired and in her 70’s
• Has never used a desktop
computer – ever!
• Is in constant contact with
three children and eleven
grandchildren
• Uses apps for news, photos,
facebook & snapchat, paying
bills and watching content.
Changing World
70. The Changing IT Landscape
• Best Practice vs. Agile
• Old vs. New
• Conflicted Industry
• Large investment
in ITIL
72. Collaboration does
not directly solve
these problems
And Collaboration is not an
alternative to any
framework or best practice
either, but…
73. Collaboration will
help you with
these things
Remember, Collaboration is not yet another
framework for you to grapple with, you do
not need to “buy it”, its a simple change in
culture and the business benefits from
getting this right are immense.
78. Employee
Engagement
Your people communicate and share what they know
because that’s what they are used to doing in their
personal lives – is a natural behaviour given the right
environment and tools.
82. Think Big but Start Small
• Culture does not change over night – be patient
• Respect your teams fears, uncertainties and
doubts.
• Pick a small “collaborative” team and internal
influencers and start there.
• WARNING: If you just roll out “a tool” and hope
you will become collaborative as a result you will
almost certainly fail.
83. Start With Leadership
• If you do not have strong leadership buy-in forget
trying to change your culture.
• If you manage a team and have the authority to
change your teams culture, in other words if you
are a leader in your own right within your
organisation, then you can lead the change just
for your team.
• The important point is, you have to be committed
to a culture of collaboration because it takes work
to make the transition.
84. You Do Need a Tool
• Contrary to general advice around best practice
like ITIL where you start with people and process
then choose a tool – to succeed with Collaboration
you need tools pretty much from the off.
• There are many tools to choose from but choose
wisely because this is where you will build your
body of knowledge.
85. What to look for in a Tool
• You need something integrated with the tools your teams
use day-in-day-out.
• If you roll-out a stand-alone tool your team will see it as
“just another thing they have to do”
• The act of “just doing your work” in the tools you use
should ensure you are building knowledge.
• You must move *ALL* internal conversations off of email and
into your collaboration tool of choice – this is a non-
negotiable, because people are so used to e-mail they will
revert without realising it. (This is where your leadership is
truly tested.)
90. Improved CAB Meetings
Collaboration has revolutionised our CAB. We used
to spend hours talking through every change, our
last CAB meeting was done in eleven minutes flat.
Change is more agile, and our team are able to get
on with other more productive work.
Greg Fellows, ICT Service Support Manager
91. Free Flowing Information
Collaboration is particularly exciting, it enables
information and communication to flow freely
between teams in different offices and
countries. Collaboration will change the way we work,
and take Global IT Services to the next level.
Nard Van Breemen, Global IT Manager
92. If you do transition to a collaborative way of
working I can guarantee it will never go out of
date, it will always be relevant and you and
your team will never want to go back to the
old way of working.
95. Agenda
• Why use Employee Experience?
• Making a Business Case
• Case examples
– effect of Ticket Bounce
– in Projects vs. Continuously
– in Digital Transformation
– for ServiceDesk Motivation
– from Feedback to Business Case
• Q&A
96. 20 years of experience around digital
services and working with large global
enterprises.
pasi.nikkanen@happysignals.com
@pasinikkanen
Pasi Nikkanen
Chief Product Officer
“Passion in creating
employee experience as
the service management
driver.”
97. We provide Independent Benchmark
http://happysignals.com/benchmark - 135.000 responses past 6 months
93
Countries
300.000
Employees
>200
Organisations
98. Employees are Neutral
Employees’ don’t have an
agenda, they just try to do
their work without a hassle
and frustration.
When you have enough
volume, it’s not a voice of an
individual employee anymore.
All parties can agree on
customers’ opinion.
Oh, and they are your
customers!
99. IT’s normal focus is in things where you don’t need to
face the end-user.
MTTR
FCR %
# ESC
UPTIME
SLA
PROCESSES
PIR# INC
MONITOR
100. When actually what matters is how end-user feels
about the service.
HAPPINESS?
FRUSTRATION?
PRODUCTIVITY
?
BUSINESS VALUE?
101. “Measure how employees
feel. If you measure time-
based service level,
providers will use all tricks
to make sure they stay
below SLAs.”
Vesa Erolainen,
CIO of the Year 2016 in Finland
102. Employee Experience is…
+60 3h 6min
Based on 135.000 responses.
Go to http://happysignals.com/benchmark
Happiness Lost Worktime
…Value for Business
103. 10 points in
Happiness
means
30 min
of lost
productivity.
Does Happiness correlate to productivity?
110
130
150
170
190
210
230
250
270
290
+30 +35 +40 +45 +50 +55 +60 +65 +70 +75
Happiness to Lost Worktime Correlation
2h 10min
4h 45min
min
104. If we save only
15min / ticket
How much does bad experience cost?
10.000
employees
40.000
tickets annually
£50 / hour
internal employee price
Current cost of lost productivity
£6.000.000
HappyBenchmark (122.000 IT Incident, 6 months)
3 hours / ticket
Saved productivity
£500.000€
107. DO NOT MEASURE JUST IN
PROJECTS. MEASURE
EXPERIENCE ALL THE TIME.
Consistent metrics, better cost efficiency and shows unexpected
changes as well.
109. Change of Outsourced Service Provider
Continuous neutral measurement is priceless. New provider would have their metrics, that they have
optimized for their services. Now they are compared directly to old provider and all feeling based
discussions can be ignored and focus on facts and how to improve.
Old provider. New provider.
Rollout in phases.
110. Change of Outsourced Service Provider
After few weeks, they are on their way back up!
112. A Service Provider - Last 6 months
“We go through the individual negative feedbacks
and show them in SD team weekly meetings.”
Focus on individual cases.
113. 75% of the feedback is positive, learn instantly.
114. ”RESEARCH INDICATES THAT
PEOPLE EXPERIENCING
POSITIVE EMOTIONS
PERCEIVE MORE OPTIONS
WHEN SOLVING PROBLEMS
AND GENERALLY PERFORM
BETTER OVERALL.”
Dr. David Rock,
NeuroLeadership Institute
115. 3.000
tickets annually
From feedback to business calculation.
We could see the case was about
“Account locked”, which was
metadata from customer’s
ServiceNow.
Does this happen often??
4h 21min
per ticket
£50 / h
internal employee price
3 h
Target: Saved via automation.
£450.000
Saved first year.
116. How can we
show the value
of internal
services to our
business units?
NEW DEMANDS
121. World’s largest taxi company,
Owns no vehicles.
World’s most popular media owner,
Creates no content.
World’s most valuable retailer,
Has no inventory.
World’s largest accommodation provider,
Own no real estate.
DIGITAL
TRANSFOR-
MATION IN
BUSINESS.
125. “IT IS NOT THE STRONGEST OF THE SPECIES
THAT SURVIVES, NOR THE MOST INTELLIGENT,
BUT THE ONE MOST RESPONSIVE TO CHANGE”
CHARLES DARWIN. POSSIBLY.
126.
127. IS ITSM BEST
PRACTICE ENOUGH
FOR THE FUTURE?
WE ASKED.
Only 24% of respondents
think that existing ITSM best
practice has kept up with the
changing IT and business
landscapes. *2
* 2 Source: EXIN BCS SIAM® Survey from February 2017
with 3783 responses world-wide
128. RESPECT
THE PAST
EMBRACE
THE FUTURE.
VeriSM™ acknowledges the value
of what has gone before, and
provides you with an up-to-date
approach to Service Management
to make sure you are ready for the
Digital Age.
130. VERISM™
KEY
CONCEPTS.
We know that an organization has
to use all of its capabilities to
deliver value through
products and services.
IT, HR, sales, marketing,
etc. are all part of the
organizational capabilities.
132. THE WORD
COMES FROM LATIN:
VERUS (TRUE).
Verism is the artistic preference of
contemporary everyday subject matter
instead of the heroic or legendary in art
and literature;
it is a form of realism.
Source: Wikipedia
133. ORGANIZATIONS
CAN BECOME INVOLVED BY:
- Becoming a partner of the IFDC
- Influencing the future
development of VeriSM™ to
ensure the approach optimally
supports the generation of
business value
- Adopting VeriSM™ and / or
developing services based on
VeriSM™
PROFESSIONALS
CAN BECOME INVOLVED BY:
TRAINING EDUCATION
PROVIDERS
CAN BECOME INVOLVED BY:
- Getting trained & certified
(updating your skills)
- Contributing to the
development of VeriSM™ as
a subject matter expert
- Joining the VeriSM™
community
- Becoming an accredited
training organization for
VeriSM™
- Becoming an academic
partner of the IFDC
136. ➢ Head of ServiceNow & Service Improvement at RBS
➢ 28 years experience in IT Service Delivery
➢ Presented at ITSMF UK & Service Desk
Institute
➢ Don’t have any belts in Six Sigma but have a
black belt in Kyokushin Karate
137. ➢ How This Presentation Came About
➢ The Kanku Model
➢4 key behaviors
➢5 key attributes
➢ Summary
➢ Questions
138.
139. Common Perception
➢ Exist to stop people getting in
➢ Looking for a fight
➢ Singular approach
➢ Inflexible
➢ Have not evolved
➢ Don’t understand the role they play
140. Kanku Model
➢ Kanku Kata
➢ Skills for success in ITSM
and life
➢ 4 key behaviours
➢ 5 key attributes
ITSM
Skills
141. ➢ Understand the business
➢ Understand your customer
➢ Know what good looks like
➢ Empathise with the customer
➢ Measure / Listen / Communicate
ITSM
Skills
142. ➢ Take responsibility, be honest with yourself
➢ Focus on continuous improvement
➢ Don’t accept average
➢ Measure and look for new ways to improve
➢ Pride in getting things right first time
➢ Work hard (obsession is what lazy people
call dedication)
➢ Improve strengths
ITSM
Skills
143. ➢ Create Win/Win outcomes
➢ Empathy
➢ Being loyal to those not present gains the trust
of those who are. Trust comes from integrity
➢ Intelligent disobedience
➢ There is a right time to do the wrong thing and
the wrong time to do the right thing
➢ The greatest gift you can give is your time
ITSM
Skills
144. ➢ Keep getting back up (fall down 7, stand up 8)
➢ Evolve and adapt
➢ Look after yourself (Sleep, eat, drink, stay fit)
➢ Keep looking ahead, identify risks
➢ “Time away from work is an investment in
future productivity”
➢ You cant always choose your situation but you
can choose your attitude
ITSM
Skills
145. “Not everything that can be counted counts, and not everything that
counts can be counted” - Measure what is important and not what is easy.
Albert Einstein.
ITSM
Skills
Measure
Innovate
Be
Positive
Have
Integrity
Be Brave
Be Brave
“Innovation distinguishes between a leader and a follower”. Steve Jobs.
“A pessimist sees the difficulty in every opportunity; an optimist sees the
opportunity in every difficulty”. Winston Churchill.
“I learned that courage was not the absence of fear, but the triumph over
it. The brave man is not he who does not feel afraid, but he who conquers
that fear.” Nelson Mandela
“The supreme quality for leadership is unquestionably integrity. Without it,
no real success is possible, no matter whether it is on a section gang, a
football field, in an army, or in an office”. Dwight D Eisenhower.
146. Agile
➢ Customer Value
➢ Openness to other ideas
➢ Continued focus on
improvement
➢ Trust
➢ Take responsibility
➢ Collaboration
ITSM
Skills
Measure
Innovate
Be
Positive
Have
Integrity
Be Brave
Be Brave
147. ➢ More Service Management
decathletes
➢ Less specialist experts
➢ Automation is key
➢ Enterprise tooling is more
important
ITSM
Skills
Measure
Innovate
Be
Positive
Have
Integrity
Be Brave
Be Brave
148. ➢ How do you get a machine to
learn intelligent disobedience
?
➢ There will always be a human
behind world class service.
ITSM
Skills
Measure
Innovate
Be
Positive
Have
Integrity
Be Brave
Be Brave
149. ➢ The attributes for success in Service Management today are not
fundamentally different than the ones that got us here
➢ We need to tweak our processes to fit today’s world, not throw
them away
➢ Good people make the difference not following a rigid process
➢ We are the doormen of great service. But like doormen we can
be a misunderstood breed.
152. Change Management in a Digital
World
Adapting your ITSM Processes to
support the DevOps movement
153. Agenda
What are the challenges around Change Management?
• The need to be fast
• Two areas of the organisation with competing ideals?
Exploring the truth, dispelling some myths
Some Practical Ways Forward
• Mode 2 Change
• Using Better Questions
Key Takeaways and Points for Discussion
154. The Tension
Development teams are under pressure to
deliver faster, but struggle with:
One size fits all processes
Paperwork intensive change submissions
Bureaucratic meetings which overrun and
are oversubscribed, diluting value
Lead times designed long ago and which
have not been reviewed
Everyone tarnished with same brush
ITSM team are under pressure to
delivery stability and efficiency, but
struggle with:
Lack of quality in change submissions
Projects not giving due consideration to
NFRs and operability
Protecting legacy platforms and
preventing more technical debt
Spaghetti Architecture that only ‘Brent’
knows
Audits!
155. So, is the ITIL framework and the
DevOps philosophy really at odds
with one another?
157. Some Views from the Industry
Gene Kim: ITIL and ITSM still are best codifications of the business processes that underpin IT Operations,
and actually describe many of the capabilities needed into order for IT Operations to support a DevOps-style
work stream.
More importantly though, ITSM practitioners are uniquely equipped to help in DevOps initiatives, and create
value for the business.
Purple Griffon Interview of 25 Leaders:
“So yes, I believe DevOps, done correctly, embraces the same interests that ITIL wants to protect. I believe a
visionary, determined, and diplomatic leader can run their systems with a DevOps approach, informed by
ITIL.”
“ITIL® is a framework and DevOps is a philosophy, nothing about them makes them inherently incompatible.”
“I strongly believe that the core ITIL and ITSM guidance and processes are and will remain relevant.
Customers will always require services and services will always need to be managed. Nowhere in 2000 pages
of the ITIL library is there a single suggestion that ITSM processes should be difficult to follow and
bureaucratic.”
https://purplegriffon.com/blog/is-itil-agile-enough
https://www.infoq.com/news/2015/06/itil-vs-devops
158. What Does Shift Left Actually Mean?
• ITSM and the Agile/DevOps teams need to work together to succeed. Faster and more reliable change delivery is the key. But how?
• The ability to ‘shift left’ is largely technology driven
• Containerised platforms and microservices
• CI/CD Pipelines
• Automated test tools
• Code quality checking
• What actually shifts left?
• Documentation Handover
• Monitoring and Alerting
• Testing
• Security
• Version Control
• Configuration Management
• Operations Handover
159. So, how do we reconcile these
two approaches within Change
Management?
160. Creating a New Path
Create a new Path
Automated “end-to-end” deployment and back-
out
Deployment steps are the playbook – remove
the Deployment Guide (that no one uses)
Configuration Management controlled in
pipeline tools
Free up CMDB processes and ensure
environment alignment
A ‘degree’ of automated testing
A track record is built up
Operations are fully aligned
Business Agreement
How?
Have a formal application process
Work with the business to have an
agreed outage window
Expect and plan for some initial
issues, design feedback loops
Enjoy the benefits
Shorter lead times – 1 day
Limited approvals – possibly 1
person.
Continue to automate - Integration
with change tool
161. Use Better Questions
How can we build speed into
our KPIs?
How can we reduce
approvers?
What is the cost of not
implementing the change?
How do we create feedback
loops that create CSI?
How can we ‘offload’ NFR
checks safely?
What extra process, meeting
or check can we put in
place?
How many extra people do
we need to cope with this?
Questionsthatwillmoveyouforward
Questionsthatwillkeepyouwhereyouare
162. So What Next?
Frameworks are only rigid and inflexible if you made them that way
There is no one framework – adaptation required on all sides
Everyone has to work together to remove existing technical debt
Teams need greater empowerment and incentives that are aligned
Start thinking about re-training your CM/QA staff…
We need to start asking better questions
163. Why we should ditch the 3-tier
support model… and start swarming!
Jon Hall
Principal Product Manager, BMC
@jonhall_
164. “First I speak with
someone who doesn’t
know very much…
Then I speak with the
person who knows
a bit more…”
165. LEVEL 2 SUPPORT LEVEL 2 SUPPORTLEVEL 2 SUPPORT
LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS
LEVEL 1 SUPPORT
Classic “Tiered” Support Structure
166. Escalation
Escalation
Classic “Tiered” Support Structure
LEVEL 2 SUPPORT LEVEL 2 SUPPORTLEVEL 2 SUPPORT
LEVEL 1 SUPPORT
LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS
167. …when the answer is here… …or here.
Issues may spend time here
LEVEL 2 SUPPORT LEVEL 2 SUPPORTLEVEL 2 SUPPORT
LEVEL 1 SUPPORT
LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS
168. LEVEL 1 SUPPORT
LEVEL 2 SUPPORT
LEVEL 3 SPECIALISTS
When tickets
eventually
escalate…
…they frequently
bounce back for
clarification
169. LEVEL 1 SUPPORT
LEVEL 2 SUPPORT
LEVEL 3 SPECIALISTS
LEVEL 1 SUPPORT
LEVEL 3 SPECIALISTS
LEVEL 2 SUPPORT
SUBJECT MATTER EXPERT
The system encourages “heroes” (not in a good way)
170. involves removing the tiers of
support, and calling on the collective
expertise of a “swarm” of analysts.
https://www.serviceinnovation.org/intelligent-swarming/
Swarming…
172. Global Support
24 hours, 365 days.
Over 500 support specialists with over
2,600 years of combined experience
200,000+ incidents addressed each year
Hiring focus on communication skills
Best Practices
Knowledge-centred support (KCS)
Industry Benchmarking
Quality Management Processes
Problem Management
Collaboration and Swarming
Support, Communities and Social Media
BMC Contact Centres
Support Centres
Support Centres Co-located with R&D
Pleasanton/
Sunnyvale
Houston
Austin
McLean/
Herndon
Lexington
Sao Paulo
Buenos Aires
Spain
Dublin
Winnersh
Amsterdam
Paris
Tel Hai
Pune
Singapore
Shanghai
Beijing
Seoul
Dalian
Tokyo
Melbourne
Houston, TX, USA
Dublin, Ireland
Dalian China
BMC Customer Support
175. • Rapid responders
• Three agents on a scheduled one-week rotation
• Primary focus: Provide immediate response, and resolve as soon as
possible
Swarm lead
Communications
Other members
Research, coordinate, test
Severity 1 Swarm
176. Severity 1 Swarm
Local Dispatch Swarm
Prioritise
30% solved here
Swarming Process at BMC
177. • “Cherry pickers”
• Meet every 60-90 minutes
• Primary focus: Can new tickets be resolved immediately?
• Also: Validation of ticket details before assignment to specialists
Experienced analyst Less-experienced analyst
Dispatch Swarm
179. Local Product Line
Support Teams
Severity 1
Swarm
Local Dispatch Swarm
Prioritise
Severity 1
Swarm
Local Dispatch Swarm
Prioritise
Local Product Line
Support Teams
Swarming Process at BMC
180. Local Product Line Support Teams Local Product Line Support Teams
Backlog Swarm Backlog Swarm Backlog Swarm
Swarming Process at BMC
181. • Global fixers of troublesome tickets
• Meet weekly
• Primary focus: Challenging tickets brought by local support teams
• Take the place of individual subject-matter-expert escalation
Experienced analysts R&D Engineers
Backlog Swarms
182. • Emphasis on good decisions – guidelines not rules
• Metrics had to change (Swarming breaks traditional ones!)
• People needed help to become newly customer facing
• Personal escalations to subject matter experts forbidden
• Focus on tooling – mobile and chat
Making it work
183. • 25% median resolution time improvement
• Customer satisfaction up 8 points
• More issues closed in <2 days
• Significant reduction in backlogs
• Halved onboarding time
• Freed resources for innovative offerings
Results at BMC
184. “IT organizations that have tried to custom-
adjust current tools to meet DevOps practices
have a failure rate of 80%”
DevOps and the Cost of Downtime: Fortune 1000 Best Practice Metrics Quantified (IDC, 2014)
Can Swarming help bridge the DevOps gap?
185. DevOps adoption in established enterprises
“Startup-like”
teams formed.
New products,
Ad-hoc support.
Enterprise ITSM “adopts”
support of products.
186. • Work-in-progress queues
• Asynchronous communication
• Single role teams
• Individual over-exposure
• Lack of knowledge sharing
How to annoy a DevOps practitioner
187. LEVEL 2 SUPPORT LEVEL 2 SUPPORTLEVEL 2 SUPPORT
LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS LEVEL 3 SPECIALISTS
LEVEL 1 SUPPORT
Where have we seen those things before?
188. Swarming aligns really well to DevOps
• Autonomy and self-organisation
• Knowledge transfer and skills development
• ChatOps, not email
• Prevention of accumulation of queued work
• Protection of individuals from burnout
194. “The traditional model of support creates a lot of problems.
It creates queues and handoffs. It also creates organisational boundaries.
They don’t generate new knowledge to fix the system.”
Scott Prugh (@scottprugh), DevOps Enterprise Summit, November 2017
195. “We are recommending the swarm model.
We still have a helpdesk. The helpdesk facilitates the call… annotates... works the timeline.
The people with the expertise swarm it because they have the knowledge to fix the problem.”
Scott Prugh (@scottprugh), DevOps Enterprise Summit, November 2017
196. • Suggest Swarm participants based on contributions
• Encourage and reward
• Learn from each interaction
• Improve reliance of next interaction
• “Reputation” model
Making Swarming Intelligent
197. “I have probably doubled my knowledge of the
products in a year because of Swarming, and I
have been here a long time”
- Senior Support Analyst, BMC
198. Digital Service Management
Melding Digital Delivery with more traditional Service Management without blunting the edges of
both
Andy Giles, Director of Business Development, Mozaic
237. 237
Lessons learned from The Phoenix Project
DevOps Business Simulation at IT in the Park, Edinburgh, 28 Nov 2017
Facilitated by Eppo Luppes & Mark Smalley
238. 238
A professional movement
based on a set of emerging insights
for the “continuous”-centric application of
Lean, Agile and other principles and practices
by multiple IT and IT-related disciplines,
leading to capabilities that achieve
fast delivery of resilient IT services
with a healthy workforce, leading to bottom line benefits
DevOps
239. 239
Continuous integration, delivery and deployment
Highly automated processes
Security, compliance etc. embedded into daily work
Loosely-coupled software architecture
Flow, feedback, and continual learning and experimentation
Data-driven, scientifically methodical, engineering-oriented
Value Stream Mapping, Kanban, Toyota Kata
Generative culture
DevOps
240. 240
The Phoenix Project business simulation
Full day learning by doing
8-12 participants
Based on the book The Phoenix Project
Business, Dev and Ops roles
Issues from the book
Experiencing typical DevOps challenges
Bringing real value to the business
Simulating real life issues
249. Kevin Holland
SIAM and Service Management Consultant
Chief Examiner EXIN SIAM® qualifications
@SIAMspecialist
All copyrights acknowledged
250. What is Service Integration and Management?
A management methodology to:
govern
manage
integrate
assure
co-ordinate
the delivery of services from multiple service
providers
252. Areas for consideration
1. Incident recording & classification
2. Incident prioritisation
3. Initial diagnosis
4. Incident escalation and flow
5. Incident resolution and closure
6. Tools
7. Different service desk models
253. 1. Recording & classification
Language and terminology
He’s
knackered his
kecks
Er hat
seine hose
beschadigt
He’s
damaged
his pants
Il a
endommage ses
pantalons
I’ve goosed my
breeks
254. 1. Recording & classification
Language and terminology
Shared data dictionary
Service catalogue, with hierarchy
Record content
Minimum dataset
Can be service specific
What’s the model number of his
trousers?
255. 2. Incident prioritisation
Here’s a priority 2
incident about Fred’s
damaged trousers
Wow, that must be really
serious! We’ll kick off our
major incident process
immediately!
256. 2. Incident prioritisation
How did that happen?
Fix: Consistent understanding & mapping of priorities
across the ecosystem
Service
Integrator
Service
provider 1
Service
provider 2
Service
provider 3
1 1 1 5
2 2 2 4
3 3 3
4 2
5 1
Service
Integrator
Service
provider 1
Service
provider 2
Service
provider 3
1 1 1 5
2 2 2 4
3 3 3 3
4 4 2
5 5 1
257. 3. Initial diagnosis - essentials
Knowledge base
Diagnostic steps from service providers
Supporting diagnostic tools
Understanding of end-to-end architecture
Cross-service incident correlation
Graphical view
Monitoring tools
Service provider view
End-to-end view
User experience view
258. 4. Escalation and flow
Must have accurate and rapid transfer
Carefully design and document
Include:
Flow between different parties
Interactions
Roles and responsibilities
259. Who do you pass the incident to first?
Depends on
Affected service
Other services affected
Details of the disruption
Service architecture
Type of service provider
………
Will vary by service
INTELLIGENT TRIAGE
262. Who owns the incident?
All desks own it until resolved, even when passed to another desk /
resolver
Please can I have an
update on my
incident?
We’ve passed it onto the
service provider, its not
ours anymore
263. Further information requests
What’s the process if a service provider needs further
information?
How do you request help from other service providers?
Direct or back up the chain?
Quelle est sa mesure
de la jambe a
l’interieur?
The supplier wants to know
if you can measure the
inside door
Design the best flow for efficient resolution
264. 5. Resolution and closure
When is an incident closed?
Contracts and service levels drive behaviours
Passing on/back to buy time
Manipulating incident priorities
Saying it’s fixed when it isn’t
265. 6. Tools
Real-time integration to support:
Rapid flow of data and information
Visibility of status
User satisfaction
Requires:
Data and information exchange standards
Technical interchange definitions
‘Business’ Interchange definitions
-> Raise incident –> creation confirmed
267. Tool integration options
Option Pros Cons
All use same tool • Easy to integrate
• One tool to maintain
• Providers may not
accept
• Access control
• License management
• Data confidentiality
• ‘Swivel chair’
Integrate point-to-
point
Service providers keep same
toolset
• Slow to establish
• Complex to maintain
Integrate using
central hub
• Service providers keep same
toolset
• Speed of implementation
• Straightforward integration
• Easier to maintain
• Adds another tool
268. Who provides the first line service desk?
1. Customer
2. Service integrator
3. One of the service providers
4. Specialist third party
5. Hybrid
The correct answer will depend on the circumstances
269. Summary
The challenges are the same pre-SIAM, but the extent and impact to users
is greater
Engage brain when designing service desk and incident models for SIAM
Knowledge is the key to success