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Establishing a Service Design Methodology

The workable, practical guide to Do IT Yourself

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Vol. 5.8 • February 25, 2009

Establishing a Service Design Methodology
By David Nichols, President, itSM Solutions LLC

A

s more IT organizations adopt the processes of the IT Infrastructure Library (ITIL® ), the turf
wars continue between the application development groups and the “infrastructure
groups” (anyone who doesn’t develop software) around the use of a Systems Development
Lifecycle (SDLC) or ITIL. As I wrote in a DITY in 2008, while it is an interesting question, “…it is
the wrong question to ask.
I think anyone who has participated in this kind of battle will have to admit that arguing that the ITIL has best approach
is a hard position to defend. The simple fact of the matter is that it doesn’t. Or probably a better way to spin it, it has a
rather immature approach to the entire subject of service design.
Yes, even though there is an entire book of the IT Service Management Lifecycle dedicated to it, a seasoned IT
professional has to take the whole approach with a “grain of salt.” Although there is a lot of good guidance in the Service
Design volume, it is missing two critical aspects necessary for achieving the status of the “grand universal practical guide
to designing IT Services.”
Okay, so what’s wrong with it? A quick look at the five aspects of Service Design gives us the first clue;
1. Requirements Gathering
2. Design Supporting Management Systems (in effect lifecycle phase support)
3. Design Architecture & Supporting Technology
4. Design Support Processes
5. Design Measurement Systems
The second clue comes from looking at the processes of the Service Design phase;
Service Catalog Management
Service Level Management
Information Security Management
Capacity Management
Availability Management
IT Service Continuity Management
Supplier Management
The third clue is when you look at the diagram below and ask the simple question, “How does the ‘design process’ work?”

http://www.itsmsolutions.com/newsletters/DITYvol5iss8.htm

2/25/2009
Establishing a Service Design Methodology

Page 2 of 3

Figure 1

Okay, there it is; there is no “design process!”
Or more to the point, despite much good advice and guidance, there is no controlling, or overarching mechanism that
causes an IT Service design to have a “beginning, middle and end.”
I resorted to making up something that I call a “service design bus” so I could explain the bi-directional flow of
information among the Service Design “processes” (processes is in quotes, because most are grouped capabilities, not
processes, but that is a subject of another DITY).
But there is no “bus controller,” “dispatcher” or “ticket-taker.”
... and there is nothing that would lead the ITSM process implementer to adopt or design a design methodology that
addresses the comprehensive needs of both the hardware and software sides of an IT Service design.
Now many “ITIL purists” will argue that the role of “overarching control” falls to the organization’s program and project
management methodology. However, the “ITIL pragmatists” understand that many IT organizations’ program and project
methodology comes out of a shrink-wrapped box of software and has a 15-page user’s guide.

Bolt-on Process
Since we have been told that there will not be an ITIL v4, I suggest that any would-be implementer of the Service Design
processes consider bolting on another process to the Service Design phase of the IT Service Management lifecycle.
Actually, it is more of a “copy and paste” of a process from the Service Transition phase – the Planning & Support process.
A Service Design Planning & Support process would be responsible for:
Promoting the adoption of a common design methodology;
Ensuring that the Service Design processes align with the Business’ desired outcomes;
Identifying and controlling risks associated with the design processes;
Planning the capacity and resources necessary to produce the service design;
Supporting the design teams;
Coordinating design activities across projects, suppliers and service teams.
Having such a process would not eliminate the need for program and project management, but it would provide a
standardized set of activities and tasks, associated with a standard design methodology that could virtually “plug into” a

http://www.itsmsolutions.com/newsletters/DITYvol5iss8.htm

2/25/2009
Establishing a Service Design Methodology

Page 3 of 3

standard project template.

Bolting it On
There is currently a role in Service Design called the Service Design Manager. I liken it to being “an ambassador without
portfolio”; it is a role without any supporting processes or activities.
Standing up a Service Design Planning & Support process would address this through the establishment of Service
Design policies that would include the adoption or design and development of a standard design methodology, program
and project management integration, the establishment of the required technology architectures, management of
stakeholder relationships, knowledge transfer and service team support.

Applying a Method to the Madness
I noted earlier that there is no “design process.” Often when process and methods are discussed, the terms are used
interchangeably. While similar, they have a distinct difference.
A process is a sequence of operations or events over time which produce desired outcome. Processes are made up of a
series of actions, events, or steps which contain methods.
A method is a way of doing something in a systematic way by the orderly arrangement of specific techniques. Each
method has a process. From the perspective of an “ITIL pragmatist,” a service design methodology would deal with the
“how” of designing a service and define the “when” things will happen (time sequence of events or actions).
Design methodologies are often supported by tools, but are not dependant on them. So, those among you who start
salivating (or sweating) at the prospect of “yet another tool” can calm down. There are a large number of design
conceptual models and frameworks to choose from as a starting point. Pick the one that best fits the culture of your
organization; remember you can get anyone to do what they want to do. Managing the cultural change is actually more of
a problem than the actual design of an appropriate design methodology.

Summary
I had an occasion to speak to a large gathering of senior IT executives a couple of years ago. I was talking on the topic of
IT Service planning and design. I asked my audience to raise their hands if they would fly on an airplane designed using
methods used by their IT shops. Out of over one-hundred attendees I only had one person raise his hand. It turns out he
ran the IT shop for a nearby nuclear power plant.
Studies over the past several decades have all drawn the similar conclusion that over 80% of system (service) errors can
be traced back to a failure in the design of the service. It stands to reason as a practical matter that an IT organization
considering implementing the processes of the Service Design phase of the IT Service Management Lifecycle consider
bolting on a planning and support process and adopting a standard design methodology.

Entire Contents © 2009 itSM Solutions® LLC. All Rights Reserved.
ITIL ® and IT Infrastructure Library ® are Registered Trade Marks of the Office of Government Commerce and is used here by itSM Solutions LLC
under license from and with the permission of OGC (Trade Mark License No. 0002).

http://www.itsmsolutions.com/newsletters/DITYvol5iss8.htm

2/25/2009

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Establishing an IT Service Design Methodology

  • 1. Establishing a Service Design Methodology The workable, practical guide to Do IT Yourself Page 1 of 3 Vol. 5.8 • February 25, 2009 Establishing a Service Design Methodology By David Nichols, President, itSM Solutions LLC A s more IT organizations adopt the processes of the IT Infrastructure Library (ITIL® ), the turf wars continue between the application development groups and the “infrastructure groups” (anyone who doesn’t develop software) around the use of a Systems Development Lifecycle (SDLC) or ITIL. As I wrote in a DITY in 2008, while it is an interesting question, “…it is the wrong question to ask. I think anyone who has participated in this kind of battle will have to admit that arguing that the ITIL has best approach is a hard position to defend. The simple fact of the matter is that it doesn’t. Or probably a better way to spin it, it has a rather immature approach to the entire subject of service design. Yes, even though there is an entire book of the IT Service Management Lifecycle dedicated to it, a seasoned IT professional has to take the whole approach with a “grain of salt.” Although there is a lot of good guidance in the Service Design volume, it is missing two critical aspects necessary for achieving the status of the “grand universal practical guide to designing IT Services.” Okay, so what’s wrong with it? A quick look at the five aspects of Service Design gives us the first clue; 1. Requirements Gathering 2. Design Supporting Management Systems (in effect lifecycle phase support) 3. Design Architecture & Supporting Technology 4. Design Support Processes 5. Design Measurement Systems The second clue comes from looking at the processes of the Service Design phase; Service Catalog Management Service Level Management Information Security Management Capacity Management Availability Management IT Service Continuity Management Supplier Management The third clue is when you look at the diagram below and ask the simple question, “How does the ‘design process’ work?” http://www.itsmsolutions.com/newsletters/DITYvol5iss8.htm 2/25/2009
  • 2. Establishing a Service Design Methodology Page 2 of 3 Figure 1 Okay, there it is; there is no “design process!” Or more to the point, despite much good advice and guidance, there is no controlling, or overarching mechanism that causes an IT Service design to have a “beginning, middle and end.” I resorted to making up something that I call a “service design bus” so I could explain the bi-directional flow of information among the Service Design “processes” (processes is in quotes, because most are grouped capabilities, not processes, but that is a subject of another DITY). But there is no “bus controller,” “dispatcher” or “ticket-taker.” ... and there is nothing that would lead the ITSM process implementer to adopt or design a design methodology that addresses the comprehensive needs of both the hardware and software sides of an IT Service design. Now many “ITIL purists” will argue that the role of “overarching control” falls to the organization’s program and project management methodology. However, the “ITIL pragmatists” understand that many IT organizations’ program and project methodology comes out of a shrink-wrapped box of software and has a 15-page user’s guide. Bolt-on Process Since we have been told that there will not be an ITIL v4, I suggest that any would-be implementer of the Service Design processes consider bolting on another process to the Service Design phase of the IT Service Management lifecycle. Actually, it is more of a “copy and paste” of a process from the Service Transition phase – the Planning & Support process. A Service Design Planning & Support process would be responsible for: Promoting the adoption of a common design methodology; Ensuring that the Service Design processes align with the Business’ desired outcomes; Identifying and controlling risks associated with the design processes; Planning the capacity and resources necessary to produce the service design; Supporting the design teams; Coordinating design activities across projects, suppliers and service teams. Having such a process would not eliminate the need for program and project management, but it would provide a standardized set of activities and tasks, associated with a standard design methodology that could virtually “plug into” a http://www.itsmsolutions.com/newsletters/DITYvol5iss8.htm 2/25/2009
  • 3. Establishing a Service Design Methodology Page 3 of 3 standard project template. Bolting it On There is currently a role in Service Design called the Service Design Manager. I liken it to being “an ambassador without portfolio”; it is a role without any supporting processes or activities. Standing up a Service Design Planning & Support process would address this through the establishment of Service Design policies that would include the adoption or design and development of a standard design methodology, program and project management integration, the establishment of the required technology architectures, management of stakeholder relationships, knowledge transfer and service team support. Applying a Method to the Madness I noted earlier that there is no “design process.” Often when process and methods are discussed, the terms are used interchangeably. While similar, they have a distinct difference. A process is a sequence of operations or events over time which produce desired outcome. Processes are made up of a series of actions, events, or steps which contain methods. A method is a way of doing something in a systematic way by the orderly arrangement of specific techniques. Each method has a process. From the perspective of an “ITIL pragmatist,” a service design methodology would deal with the “how” of designing a service and define the “when” things will happen (time sequence of events or actions). Design methodologies are often supported by tools, but are not dependant on them. So, those among you who start salivating (or sweating) at the prospect of “yet another tool” can calm down. There are a large number of design conceptual models and frameworks to choose from as a starting point. Pick the one that best fits the culture of your organization; remember you can get anyone to do what they want to do. Managing the cultural change is actually more of a problem than the actual design of an appropriate design methodology. Summary I had an occasion to speak to a large gathering of senior IT executives a couple of years ago. I was talking on the topic of IT Service planning and design. I asked my audience to raise their hands if they would fly on an airplane designed using methods used by their IT shops. Out of over one-hundred attendees I only had one person raise his hand. It turns out he ran the IT shop for a nearby nuclear power plant. Studies over the past several decades have all drawn the similar conclusion that over 80% of system (service) errors can be traced back to a failure in the design of the service. It stands to reason as a practical matter that an IT organization considering implementing the processes of the Service Design phase of the IT Service Management Lifecycle consider bolting on a planning and support process and adopting a standard design methodology. Entire Contents © 2009 itSM Solutions® LLC. All Rights Reserved. ITIL ® and IT Infrastructure Library ® are Registered Trade Marks of the Office of Government Commerce and is used here by itSM Solutions LLC under license from and with the permission of OGC (Trade Mark License No. 0002). http://www.itsmsolutions.com/newsletters/DITYvol5iss8.htm 2/25/2009