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The Road to
System Center Service Manager 2012

Decision Activities for Service Management Tool

Mark Marshall, CPIT
Edmund Sia, CPIT
Lynn Cooper, Effectus
Previous State
• Traditional ICT Helpdesk model
• Disconnect between ICT and the
  business
• Inability to do smart business reporting
• Growing risk with existing case
  management tool
Revisit of Strategic Vision
– end game overview
“For the ICT Division to create and
deliver a stable environment which
empowers our users to achieve what
the Institute requires in the most agile
and flexible way possible.”
                          Mark Marshall, ICT Director
CPIT’s ICT Service Management Lifecycle
Service Management Roadmap
• Review and design pragmatic Service
  Management processes with CPIT ICT
• Business and customer focussed processes
• Service Level Agreements – including OLA
• Service Processes – Incident, Request, Problem,
  Change, Release
• Considerations:
  – Practical
  – Fit for Purpose
  – Continual Improvement
Timeline…                                               • Known Error DB rollout to Support Centre
                                                           • Implement quarterly reviews
                                                           • Technical Services Catalogue
 • Lynn started           • Commence First Line            • System Centre Service Manager
 • Develop 10 Business      Management course                development
   Services Catalogue     • Data modelling                 • SCSM 2012 Beta/RC TAP with Intergen
Mid 2010                                                            End 2011
                                       CPIT and Effectus
                                         Planning Day



                   End 2010                  Mid 2011                               2012 and beyond
         • Create and deploy Known    • Customer services charter            • Service Manager
           Error DB to Service Desk     rollout to management                  rollout/next phase
         • Development of customer    • SLA development (data                • Customer satisfaction
           service charter              capture toolkit)                       surveys
         • Defined case               • 10 Business Services                 • Develop and implement
           management tool              Catalogue (90% done)                   continuous improvement
           requirements and fit for   • Develop escalation process for         process
           purpose                      Service Desk & customer              • SLA review with business
                                        issues                                 owners
Service Management Roadmap
• Agreed Business Requirements (with
  weightings) for Service Management Tool
Key requirements   Weighting                    Problem solved


•   By Module      Agreed by Management         •   Current requirements -
•   Incident       Group following individual       simplified
•   Request        interviews                   •   New Processes – SLA
•   Self Service                                    modules
•   Change                                      •   Reporting capability
•   Release

• Information obtained from interview with ICT
  Team Managers/Director
Requirements Doc Screenshot
Tool Selection Process
• Tool requirements documented and sent out to
  suppliers for response
• First Microsoft offering was light on functionality
• Decision made to wait for next Microsoft
  Version of System Centre Service Manager
  (SCSM)
• TAP entered with Microsoft and CPIT.
• Headed by Intergen as the technical integrator
  and Effectus as the Service Delivery expertise
SCSM Solution Selected
Fit for purpose, pragmatic, in-house
management, willing technical integrator




 Key aspects
• Existing technology partner
• Engaged integrator
• Integration with existing ecosystem
Integrator Commitment


• Commitment to shared risk
• Part of technology practice
• Demonstrated experts, system engineers
  involved in technical design
• High level commitment
• Relationship with vendor
CPIT Implementation Plan
• Baby steps – replace what we currently have,
  which is Incident Management and Request
  Fulfilment; expand on the other modules later.
• Weekly status-update meetings (phone/Lync)
• Test scripts (reusing what was identified in Tool
  Requirements Document) in UAT stage
• Involvement of Infrastructure Team for
  provisioning of environment for development
• Comprehensive implementation plan
Roles and Responsibilities
Effectus (Service Delivery Integrator)
• Service Delivery pre-work
• Ensures consistency of work flow with Service
  Delivery processes
• Data model
• User Acceptance Testing
• Customer Acceptance
• Populate Service Delivery reporting
Roles and Responsibilities
CPIT (End User/Product Consumer)
• Input into Data Model
• Resources to plan and develop Self Service
  work flow
• Resources for configuration of data model
• User Acceptance Testing
• Facilitate team training programme
• Documentation of build and technical build
Roles and Responsibilities
Intergen (Technology Integrator)
• Set up of SCSM environment
• Development of Self Service Portal
• Connect to AD, SCOM, SCCM as required
• Train client resources to configure the data
  model
• Manage defects with client
• Work with client on Training programme
Learnings to Share
• Risks of TAP: low initial investment cost, but
  limited resources available due to bleeding edge
• Availability of internal resources for development
  and implementation work
• Microsoft’s strategy of designing an open-tool (out
  of the box) and how does that impact CPIT
• Setting realistic dates in the implementation/action
  plan, alongside other commitments
Post Implementation Actions
Effectus (Service Delivery Integrator)
• Explore organisational use of tool
• First review cycle of SLA
• Adjust Service Delivery reporting
Post Implementation Actions
CPIT (End User/Product Consumer)
• Refine Self Service functionality
• Enter release programme for Data Model
  updates
• Develop Service Delivery reporting out of
  SCSM
Post Implementation Actions
Intergen (Technology Integrator)
• Development of Tool with integration to other
  MS System Center products
• Administrator support to CPIT
• Support for cube reporting development
Questions? Comments?
Thank you

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The road to System Center Service Manager 2012 - case study

  • 1. The Road to System Center Service Manager 2012 Decision Activities for Service Management Tool Mark Marshall, CPIT Edmund Sia, CPIT Lynn Cooper, Effectus
  • 2. Previous State • Traditional ICT Helpdesk model • Disconnect between ICT and the business • Inability to do smart business reporting • Growing risk with existing case management tool
  • 3. Revisit of Strategic Vision – end game overview “For the ICT Division to create and deliver a stable environment which empowers our users to achieve what the Institute requires in the most agile and flexible way possible.” Mark Marshall, ICT Director
  • 4. CPIT’s ICT Service Management Lifecycle
  • 5. Service Management Roadmap • Review and design pragmatic Service Management processes with CPIT ICT • Business and customer focussed processes • Service Level Agreements – including OLA • Service Processes – Incident, Request, Problem, Change, Release • Considerations: – Practical – Fit for Purpose – Continual Improvement
  • 6. Timeline… • Known Error DB rollout to Support Centre • Implement quarterly reviews • Technical Services Catalogue • Lynn started • Commence First Line • System Centre Service Manager • Develop 10 Business Management course development Services Catalogue • Data modelling • SCSM 2012 Beta/RC TAP with Intergen Mid 2010 End 2011 CPIT and Effectus Planning Day End 2010 Mid 2011 2012 and beyond • Create and deploy Known • Customer services charter • Service Manager Error DB to Service Desk rollout to management rollout/next phase • Development of customer • SLA development (data • Customer satisfaction service charter capture toolkit) surveys • Defined case • 10 Business Services • Develop and implement management tool Catalogue (90% done) continuous improvement requirements and fit for • Develop escalation process for process purpose Service Desk & customer • SLA review with business issues owners
  • 7. Service Management Roadmap • Agreed Business Requirements (with weightings) for Service Management Tool Key requirements Weighting Problem solved • By Module Agreed by Management • Current requirements - • Incident Group following individual simplified • Request interviews • New Processes – SLA • Self Service modules • Change • Reporting capability • Release • Information obtained from interview with ICT Team Managers/Director
  • 9. Tool Selection Process • Tool requirements documented and sent out to suppliers for response • First Microsoft offering was light on functionality • Decision made to wait for next Microsoft Version of System Centre Service Manager (SCSM) • TAP entered with Microsoft and CPIT. • Headed by Intergen as the technical integrator and Effectus as the Service Delivery expertise
  • 10. SCSM Solution Selected Fit for purpose, pragmatic, in-house management, willing technical integrator Key aspects • Existing technology partner • Engaged integrator • Integration with existing ecosystem
  • 11. Integrator Commitment • Commitment to shared risk • Part of technology practice • Demonstrated experts, system engineers involved in technical design • High level commitment • Relationship with vendor
  • 12. CPIT Implementation Plan • Baby steps – replace what we currently have, which is Incident Management and Request Fulfilment; expand on the other modules later. • Weekly status-update meetings (phone/Lync) • Test scripts (reusing what was identified in Tool Requirements Document) in UAT stage • Involvement of Infrastructure Team for provisioning of environment for development • Comprehensive implementation plan
  • 13. Roles and Responsibilities Effectus (Service Delivery Integrator) • Service Delivery pre-work • Ensures consistency of work flow with Service Delivery processes • Data model • User Acceptance Testing • Customer Acceptance • Populate Service Delivery reporting
  • 14. Roles and Responsibilities CPIT (End User/Product Consumer) • Input into Data Model • Resources to plan and develop Self Service work flow • Resources for configuration of data model • User Acceptance Testing • Facilitate team training programme • Documentation of build and technical build
  • 15. Roles and Responsibilities Intergen (Technology Integrator) • Set up of SCSM environment • Development of Self Service Portal • Connect to AD, SCOM, SCCM as required • Train client resources to configure the data model • Manage defects with client • Work with client on Training programme
  • 16. Learnings to Share • Risks of TAP: low initial investment cost, but limited resources available due to bleeding edge • Availability of internal resources for development and implementation work • Microsoft’s strategy of designing an open-tool (out of the box) and how does that impact CPIT • Setting realistic dates in the implementation/action plan, alongside other commitments
  • 17. Post Implementation Actions Effectus (Service Delivery Integrator) • Explore organisational use of tool • First review cycle of SLA • Adjust Service Delivery reporting
  • 18. Post Implementation Actions CPIT (End User/Product Consumer) • Refine Self Service functionality • Enter release programme for Data Model updates • Develop Service Delivery reporting out of SCSM
  • 19. Post Implementation Actions Intergen (Technology Integrator) • Development of Tool with integration to other MS System Center products • Administrator support to CPIT • Support for cube reporting development