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PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Free Seminars & Workshops Series
Executive Overview of ITSM
(IT Service Management)
And
ITIL Foundation Certification
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Agenda
 Overview of IT Service Management & ITIL (IT Infrastructure Library)
 Origin of ITIL & Key Organization
 Key Concepts & Areas of ITIL
 ITIL Service Lifecycle
 Why Implement ITIL and It’s Benefits
 ITIL V3 Foundation Certification Exam Prep
 About Prudential Solutions & Its Training Programs
ITIL®, is registered trademarks of the OGC, UK.
OGC, UK has not endorsed & did not participate in the development of this product.
Note: Any views OR Opinion OR Techniques presented and showcased in this
presentation is solely those of the authors & may not necessary represent those of company.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Name: K. R. Ghori
Education: M.Sc (Mathematics) & MS (CS)
Experience: 15 Years
Professional Certification: PMP, ITIL, CSBA, MCTS, MCSD.NET
Profile
Highly-motivated information technology management professional with 15
years experience in IS/IT research and development, having strategic vision of
enterprise solutions with comprehensive understanding of software
development processes and life cycle while proficient in creating and
implementing the development standards and methodologies with
international compliance standards (i.e PMBOK, BABOK, Agile/SCRUM, CMMI,
ITIL)
Linkedin Profile: http://pk.linkedin.com/in/krghori
Speaker Profile
Expertise / Interest
− Project Management
− PMP® Certification Exam Prep
− Business Analysis
− CBAP® Certification Exam Prep
− Agile PM/SCRUM & PMI-ACP
− Microsoft Project/Server 2010
− PMO Setup & Optimization
− ITIL V3 Foundation
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
What is the IT Infrastructure Library?
• ITIL is the basis of the worldwide standard for quality
IT Service Management, ISO 20000
• ITIL was developed by the public and private sectors
and globally adopted.
• ITIL is in the public domain.
“The IT Infrastructure Library® (ITIL) is the most widely accepted approach to IT service
management in the world.
ITIL is a cohesive best practice framework, drawn from the public and private sectors
internationally. It describes the organization of IT resources to deliver business value, and
documents processes, functions and roles in IT Service Management (ITSM).”
Source: UK Office of Government Commerce
Simply
A set of best practice guidelines for IT Service Management in planning,
implementing, delivery and support of quality IT services.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Origins of ITIL
• The Information Revolution!
• Historically IT / Business relationships have been poor
• ITIL best practice guidelines developed in late 1980’s by CCTA
(now OGC) to help IT :
- Meet the demands of rapid change
- Better align IT Services with business needs
- Demonstrate and improve quality and VFM
• Rapidly taken up across sector & international boundaries
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
The ITIL Material
• Observed Good Practice
• A framework not a methodology
• High Level guidance
• process models
• roles and responsibilities
• consistent terminology
• Recognized professional qualifications
• ISO 20000
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Key Organisations
Argentina
Australia
Austria
Belgium
Brasil
Canada
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Gulf
Hong Kong
Hungary
India
Ireland
Israel
Italy
Japan
Korea
Latvia
Luxembourg
Mexico
Netherlands
N Zealand
Norway
Poland
Portugal
Romania
Russia
Singapore
Slovenia
S. Africa
Spain
Sweden
Switzerland
Taiwan
Thailand
U.K.
U.S.A.
Venezuela
Copyright owners
licence
Examining Bodies
Accreditation of :
Training Organisations
Materials
Trainers
Community Forum
Source of Best Practice
knowledge and expertise
World-wide promotion of
Best Practice practices
Primary
Accreditation
Body
®
ISO 20000
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITILITSM Overview
• What is ITSM?
– ITSM = Information Technology Service Management
– IT Service Management is concerned with delivering and
supporting IT services that are appropriate to the business
requirements of an organization. This improves efficiency and
effectiveness and reduces the risks of managing IT services.
Service Desk
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITSM – Service Support
• Infrastructure-
- People, Processes and Technology
• IT Service -
- Fulfills one or more of the customers needs
- Supports customers business objective
• Process –
- A structured set of activities designed to accomplish a specific
objective. A process may define policies, standards, guidelines,
activities and work flow instructions.
• Activity –
- A set of actions designed to achieve a result
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITSM – Service Support
Change
Management
Release
Management
Incident
Management
Configuration
Management
Problem
Management
Service
Support
Service Support has an “Operational” focus. The activities include the day-to-day or
short-term planning activity of a business or service management process.
Service Desk
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITSM – Service Support
Service Desk
Change
Management
Release
Management
Incident
Management
Configuration
Management
Problem
Management
Service
Support
Service Desk
•Integrated function, not a process, to all of the
“operational” process.
•Serves an intended purpose
•Single point of contact between service
providers, customers and users.
•Manages incidents and escalates according
to agreed service levels.
•Manage requests, incidents, service requests
and communications with customer and users.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITSM - Key Concepts
• Service
– Delivers value to customer by facilitating outcomes that customers want
to achieve without ownership of the specific costs and risks.
• Service Level
– Measured and reported achievement against one or more
service level targets
– E.g.
Red = 1 hour response 24/7 Amber = 4 hour response 8/5 Green = Next business day
• Service Level Agreement
– Written and negotiated agreement between Service Provider
and Customer documenting agreed service levels and costs.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Key Concepts
• Configuration Management System (CMS)
– Tools and databases to manage IT service provider‘s
configuration data
– Contains Configuration Management Database
(CMDB)
• Records hardware, software, documentation and
anything else important to IT provision
• Release
– Collection of hardware, software, documentation,
processes or other things require to implement one
or more approved changes to IT Services
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Key Concepts
• Incident
– Unplanned interruption to an IT service or
an unplanned reduction in its quality
• Work-around
– Reducing or eliminating the impact of an
incident without resolving it
• Problem
– Unknown underlying cause of one or more
incidents
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
4 Ps of Service Management
• People – skills, training, communication
• Processes – actions, activities, changes, goals
• Products – tools, monitor, measure, improve
• Partners – specialist suppliers
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITIL Services Lifecycle
Lifecycle of a service, from ‗cradle‘ to
‗grave‘
Stages (includes multiple processes):
• Service strategy
• Service gets approved
• Service design
• Service is designed
• Service transition
• Service is tested
• Service operation
• Coordinate and carry out activities
and processes required to deliver
the service and manage them at
agreed levels
• Continual Service Improvement
(CSI)
• Continually align and re-align IT
services to changing needs
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
The Service Lifecycle
• Service Strategy
– Strategy generation
– Financial management
– Service portfolio management
– Demand management
• Service Design
– Capacity, Availability, Info Security
Management
– Service level & Supplier
Management
• Service Transition
– Planning & Support
– Release & Deployment
– Asset & Config management
– Change management
– Knowledge Management
• Service Operation
– Problem & Incident management
– Request fulfilment
– Event & Access management
• Continual Service
Improvement
– Service measurement & reporting
– 7-step improvement process
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Core ITIL v3 Library
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Service Strategy
• Practical Decision making
• Business Eco systems
• From value chains to value nets
• Adaptive processes for customers,
services and strategies
• Linking to external practices and
standards
• Managing uncertainty and complexity
• Increasing the economic life of services
• Selecting, adapting and tuning the best
IT service strategies
Provides the guidance on how to
design, develop, and implement
service management as a
strategic asset.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Service Design
• Pragmatic Service Blueprint
• Policies, Architecture, Portfolios, service
models
• Effective technology, process and
measurement design
• Outsource, shared services, co-source
models? How to decide & how to do it
• The service package of utility, warranty,
capability, metrics tree
• Triggers for re-designGuides the design and
development of services and
service management
processes
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Service Transition
• Managing Change, Risk and Quality
Assurance
• Newly designed Change, Release &
Configuration processes
• Risk and quality assurance of design
• Managing organization & cultural change
during transition
• Service knowledge management system
• Integrating projects into transition
• Creating & selecting transition models
Provides guidance for the
development and improvement of
capabilities necessary to transition
new and/or changed services into
operations
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Service Operation
• Responsive, stable services
• Robust end to end operations practices
• Redesigned, incident and problem
processes
• New functions and processes
• Event, technology and request
management
• Influencing strategy, design, transition
and improvement
• SOA, virtualization, adaptive, agile
service operation models
Tailors guidance on achieving
effectiveness and efficiency in the
delivery and support of services such
that value is achieved for the customer
and captured by the service provider
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Continual Service Improvement
• Measurements that mean something and
improvements that work
• The business case for ROI
• Getting past just talking about it
• Overall health of ITSM
• Portfolio alignment in real-time with
business needs
• Growth and maturity of SM practice
• How to measure, interpret and execute
results
Sustains the creation and
maintenance of customer value
through better design, introduction,
and operation of services
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Do We Need ITIL?
Is our Help Desk Terminology ITIL Compliant?
• Help Desk = Service Desk
• Issues / Service Requests = Incidents
• Root Cause Analysis = Problem Mgmt.
• Asset Tracking = Configuration Mgmt.
• Change Mgmt. = Change Mgmt.
• Software Rollouts = Release Mgmt.
• Disaster Recovery = IT Service Continuity Mgmt.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Do We Need ITIL?
Are our Help Desk Processes “Aligned” with ITIL?
• Incident Mgmt. – Restore normal service operation
as quickly as possible
• Problem Mgmt. – Prevent recurrence of Incidents
• Service Level Mgmt. – Adherence to SLA‘s and
OLA‘s
• Change Mgmt. – Ensures standardized methods
and procedures are used
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Is ITIL Right for Us?
Should you Implement in your Help Desk?
• ITIL is not an alternative framework, but:
– Builds on what has already been started and are doing well
– Not an obscure theory, but guidelines based on what has been proven to work
– At the core of what we do, not an add-on
• ITIL is a well established, easily accessible, affordable process model for IT
service management that is built around a set of best practices.
• ITIL is better known for its back-office operational process definitions than
for its application management processes.
• ITIL is based on defining best-practice processes for IT service delivery and
support, rather than defining a broad-based control framework.
• ITIL's structure enables incremental adoption, which facilitates continuous
improvement.
Source: Gartner Research
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITIL Applied
Examples
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Pharmaceuticals
• 4 Locations, 3k+ staff, 90k devices, 3
data centres
• Challenges
– Service Delivery Problems
• Outages due to upgrades, changes, etc.
– Poor support for business stakeholders
• Lack of consistent processes and procedures
– Non Compliance with regulations
• SOX, ISO, FDA, etc.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Pharmaceutical- ITIL
• Application Management
– Define application development standards and
processes
• Incident Management
– Define and publish procedures for support
• Change Management
– Change Advisory Board (CAB) with cross company
representation
– Validation of change documentation before change
occurs (Service Validation and Testing)
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Pharmaceutical- Results
• Delivery - Speed to Market
– Product cycle (concept to Shelf) shortened 30%
• Reduction of Outages
– Unplanned outages virtually eliminated
– Planned outages non-intrusive to business
• Compliance – back in scope
– Validation, planning, testing and Documentation
satisfied requirements
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Call Centre
• 155 Locations, 7 business units,
150,000+ staff, 1million+ devices, 5 data
centres
• Challenges
– Service Delivery Problems
• Outages due to upgrades, changes, etc.
– Poor support for business stakeholders
• Lack of consistent processes and procedures
– Non Compliance with regulations
• SOX, ISO, FDA, client regulations, etc.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Call Centre - ITIL
• Service Portfolio Management
– Create Service Catalogue, SLA‘s, OLA‘s, UC‘s
• Incident Management
– Define and publish procedures for support
• Change Management
– CAB with cross company representation
– Validation of change documentation before
change occurs (Service Validation and
Testing)
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Call Centre- Results
• Service – Stakeholder Satisfaction
– 1st call resolution increased 30% to 70%
– Satisfaction surveys increased 25-85%
• Reduction of Outages
– Unplanned eliminated (1/day – 1/ ~2
months)
– Planned outages non-intrusive to
stakeholders
• Compliance – back in scope
– Validation, planning and Documentation
satisfied requirements
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Real World Benefits
• Procter & Gamble
Started using ITIL in 1999 and has realized a 6% to 8% cut in operating costs. Another ITIL
project has reduced help desk calls by 10%. In four years, the company reported overall
savings of about $500 million.
• Caterpillar
Embarked on a series of ITIL projects in 2000. After applying ITIL principles, the rate of
achieving the target response time for incident management on Web-related services jumped
from 60% to more than 90%.
• Nationwide Insurance
Implementing key ITIL processes in 2001 led to a 40% reduction of its systems outages. The
company estimates a $4.3 million ROI over the next three years.
• Capital One
An ITIL program that began in 2001 resulted in a 30% reduction in systems crashes and
software-distribution errors, and a 92% reduction in ―business-critical‖ incidents by 2003.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
The Case for IT Service Management
• The Business is more and more dependent on IT.
• Complexity of IT constantly increases.
• Customers are demanding more for less.
• Global competitiveness growing at a rapid rate
requiring a more flexible approach to integration.
• Stronger focus on controlling the costs of IT.
• Low customer satisfaction levels.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Benefits to the Organization
• Improve Resource Utilization
• Be more competitive
• Decrease rework
• Eliminate redundant work
• Improve upon project deliverables and time
• Improve availability, reliability and security of mission critical IT services
• Justify the cost of service quality
• Provide services that meet business, customer, and user demands
• Integrate central processes
• Document and communicate roles and responsibilities in service provision
• Learn from previous experience
• Provide demonstrable performance indicators
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Why Implement ITIL
• Streamline service delivery and support
processes
• Develop repeatable procedures to aid first
level support groups
• Reduce number of service incidents and
outages
• Implement standards to do things right the
first time
• Perform proactive analysis, prevention and
resolution
• Plan for and ensure future capacity
• Define clear services and service targets
• Accurately allocate and recover costs
• Audit, manage and improve IT processes
Ultimately IT Service Management is about maximizing the ability of IT to
provide services that are cost-effective and meet the expectations and
needs of the business.
Reduce Cost of Operations
Improve Service Quality
Improve Compliance
Improve User Satisfaction
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITIL V3 Foundation Certification
ITIL V3 Foundation Certification
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITIL Certification Tracks
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITIL Certification Tracks
Foundation Level
The Foundation Level focuses on knowledge and comprehension to provide a good grounding in the key concept, terminology and
processes of ITIL.
Intermediate Level
There are two streams in the Intermediate level. Both assess an individual’s ability to analyze and apply the concepts of ITIL.
Candidates are able to take units from either of the Intermediate streams, to gain credits towards the Expert Level.
Intermediate Lifecycle Stream:
This stream includes 5 individual certificates built around
the five core OGC titles, as follows:
• Service Strategy
• Service Design
• Service Transition
• Service Operation, and
• Continual Service Improvement.
Intermediate Capability Stream:
This stream includes 4 individual certificates focusing on detailed
process implementation and management within cluster groupings:
• Operational Support and Analysis (OS&A).
• Service Offerings and Agreements (SO&A).
• Release, Control and Validation (RC&V).
• Planning, Protection and Optimization (PP&O).
ITIL Expert
To achieve the ITIL Expert in IT Service Management, candidates must successfully complete a number of Intermediate units in
addition to the mandatory Foundation Level and the Managing Across the Lifecycle capstone course. This course brings together the
full essence of a Lifecycle approach to Service Management, and consolidates the knowledge gained across the qualification scheme.
ITIL Master
This level of the qualification will assess an individual’s ability to apply and analyze the ITIL concepts in new areas. This higher level
qualification is currently under development
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITIL Foundation Exam Format
ITIL Foundation Exam Format
• There are 40 total multiple choice questions which make up the ITIL Foundation exam
• Individuals have 1 hour to complete the exam
• The exam is closed book and requires a passing score of 65% or greater.
ITIL subject areas outlined in the official ITIL Syllabus and reflect all 5 ITIL Core volumes
(Service Strategy, Service Design, Service Transition, Service Operation, and Continual Service
Improvement).
ITIL Foundation syllabus topics:
• Service Management as a Practice
• The ITIL Service Lifecycle
• Generic Concepts and Definitions
• Key Principles and Models
• Selected Processes
• Selected Functions
• Selected Roles
• Technology and Architecture
• ITIL adopts a service lifecycle approach to IT management. With ITIL, the framework is
comprised of five core volumes which describe the approach.
ITIL Core Volumes (Books): Service Strategy, Service Design, Service Transition, Service
Operation, Continual Service Improvement
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
ITIL Certification Exam Center
• EXIN http://www.exin-exams.com
• European Examination Institute for Information
Science
• ISEB http://www.bcs.org.uk/iseb/ism2.htm
• The Information Systems Examination Board
• Testing at Prometric (www.prometric.com)
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Prudential ITIL Training Program
Prudential Learning Solutions offers the Corporate Training Program “Effective ITSM (IT Service
Management) Using ITIL V3” which enable delegates to understand the disciplines, processes,
techniques and best practices for IT Service Management using ITIL (Information Technology
Infrastructure Library) that is a well known framework for IT Service Management, and widely
accepted and applied worldwide.
This training not only build the foundation for ITSM (IT Service Management) but also prepares the
participants for the ITIL V3 Foundation Certification Exam. This Program is an interactive training
workshop, with exercises; while explaining the practical concepts that facilitates implementation of
these good practices within their organization.
For your ITSM Capacity Building & ITIL V3 F Certification achievement, We work with you that focus on:
 Overview ITIL & ITSM Career
 Overview to Service Management
 Service Management as a Practice
 Key Concepts in Service Management
 Service Management Processes
 Service Management Functions
 ITIL® Qualification scheme
 Summary and Exam Preparation
 Mock Exam Simulation & Practice
Prudential - Solutions For Project Success
2 Days Effective ITSM & ITIL Foundation Exam Prep Workshop
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Q&A Session
Company Profile
Transform your Business
Requirements into Prudent
Solution for Project and
Organizational Success
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
About Us:
Prudential Solutions (Private) Limited is specialized
training and consulting company focusing on
– Project Management.
– Business Analysis.
– IT Management.
– Project HR Development
Prudential Solutions realize that highly skilled
professionals and their continues learning can help to
bridge the gap for project success and organizational
excellence.
Currently we offering the Prudential learning solutions for professionals and
corporate to enhance competencies, productivity to achieve organizational excellence
and ensure their project success.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Prudential IT/IS Management Solutions
Prudential Technology Management
/ITSM Solutions help organizations to
craft right-mix prudent technology
solutions that accurately gauge and
deliver the value from IT for business
growth and sustainability.
We are more focused on solutions rather
than Products to enable organizations to
achieve professional excellence,
competencies, & productivity to sustain
and maximize the business growth.
Prudential - Solutions For Project Success
Our focus is on the following Training &
Consulting Solutions:
• ITSM (IT Service Management) / ITIL
• IT Governance & IT Strategic Planning
• Technology Infrastructure & Management
Solutions
• Application, Product & System Development
Consulting
• Training, Coaching & Mentoring Programs
(Project or Skills Based)
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Prudential Learning Solutions
Executive Management Training/ Mentoring
• Trainings for executive management are an important investment—
especially those people, who execute organizational strategies and
lead people.
• We offer Half-Day to Two-Day Executive Training Workshops for
Management Teams, addressing their specific business needs, with
focus to solve and overcome tomorrow's business challenges today.
Professional Certification Exam Prep Bootcamps
• We offer high-class Professional Certification Exam Prep Training
Programs, at faster pace and affordable price with GUARANTEE to
pass in first attempt.
Corporate Training/Coaching/Mentoring Programs
• We offer training solutions that reflect organizational specific
learning needs, processes, culture & industry. We also help
organizations to prepare and conduct custom-design training
programs that meet their environment specific requirements.
OUR FEATURED TRAININGS
Project Management:
• Agile Project Management / SCRUM
• Effective PM For Engineers & Scientist
• Microsoft Project /Project Server 2010
• Professional Certifications Exam Prep
(PMP/ PgMP/ PMI-ACP /PMI-SP /PMI-RMP)
Business Analysis:
• Effective Business Analysis
• Business Analysis For Project Manager
• BA Certification Exam Prep
IT/IS Management:
• Effective ITSM With ITIL V3 Framework
• IT/IS Strategic Planning & Management
• ITIL Certification Exam Prep
People/ Soft Skills:
People/ Soft Skills For Project Success
(For Project Managers, IT Managers, Business
Analysts & Project Team Members)
Call Us For Complementary Orientation Seminar For Your Organization & TNA.
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Some of Our Clients & Participant's Organizations
PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
Contact Us and Follow Us
For Trainings & Consulting
Thank you for your interest in Prudential Solutions; If you have any query
call us or email us.
Prudential Office
Office # 2, 2nd Floor Huzaifa Center, I-8 Markaz Islamabad
Cell: (+92) 0333 – PRUDSOL (7783765) / 0311-8556281
Phone: (+92) 051- 122-000-456
Fax: (+92) 051-4862314
Email: info@prudsol.com
trainings@prudsol.com
Website: www.prudsol.com

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ITSM (IT Service Management) & ITIL V3 Foundation

  • 1. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Free Seminars & Workshops Series Executive Overview of ITSM (IT Service Management) And ITIL Foundation Certification
  • 2. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Agenda  Overview of IT Service Management & ITIL (IT Infrastructure Library)  Origin of ITIL & Key Organization  Key Concepts & Areas of ITIL  ITIL Service Lifecycle  Why Implement ITIL and It’s Benefits  ITIL V3 Foundation Certification Exam Prep  About Prudential Solutions & Its Training Programs ITIL®, is registered trademarks of the OGC, UK. OGC, UK has not endorsed & did not participate in the development of this product. Note: Any views OR Opinion OR Techniques presented and showcased in this presentation is solely those of the authors & may not necessary represent those of company.
  • 3. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Name: K. R. Ghori Education: M.Sc (Mathematics) & MS (CS) Experience: 15 Years Professional Certification: PMP, ITIL, CSBA, MCTS, MCSD.NET Profile Highly-motivated information technology management professional with 15 years experience in IS/IT research and development, having strategic vision of enterprise solutions with comprehensive understanding of software development processes and life cycle while proficient in creating and implementing the development standards and methodologies with international compliance standards (i.e PMBOK, BABOK, Agile/SCRUM, CMMI, ITIL) Linkedin Profile: http://pk.linkedin.com/in/krghori Speaker Profile Expertise / Interest − Project Management − PMP® Certification Exam Prep − Business Analysis − CBAP® Certification Exam Prep − Agile PM/SCRUM & PMI-ACP − Microsoft Project/Server 2010 − PMO Setup & Optimization − ITIL V3 Foundation
  • 4. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS What is the IT Infrastructure Library? • ITIL is the basis of the worldwide standard for quality IT Service Management, ISO 20000 • ITIL was developed by the public and private sectors and globally adopted. • ITIL is in the public domain. “The IT Infrastructure Library® (ITIL) is the most widely accepted approach to IT service management in the world. ITIL is a cohesive best practice framework, drawn from the public and private sectors internationally. It describes the organization of IT resources to deliver business value, and documents processes, functions and roles in IT Service Management (ITSM).” Source: UK Office of Government Commerce Simply A set of best practice guidelines for IT Service Management in planning, implementing, delivery and support of quality IT services.
  • 5. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Origins of ITIL • The Information Revolution! • Historically IT / Business relationships have been poor • ITIL best practice guidelines developed in late 1980’s by CCTA (now OGC) to help IT : - Meet the demands of rapid change - Better align IT Services with business needs - Demonstrate and improve quality and VFM • Rapidly taken up across sector & international boundaries
  • 6. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS The ITIL Material • Observed Good Practice • A framework not a methodology • High Level guidance • process models • roles and responsibilities • consistent terminology • Recognized professional qualifications • ISO 20000
  • 7. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Key Organisations Argentina Australia Austria Belgium Brasil Canada Czech Republic Denmark Estonia Finland France Germany Greece Gulf Hong Kong Hungary India Ireland Israel Italy Japan Korea Latvia Luxembourg Mexico Netherlands N Zealand Norway Poland Portugal Romania Russia Singapore Slovenia S. Africa Spain Sweden Switzerland Taiwan Thailand U.K. U.S.A. Venezuela Copyright owners licence Examining Bodies Accreditation of : Training Organisations Materials Trainers Community Forum Source of Best Practice knowledge and expertise World-wide promotion of Best Practice practices Primary Accreditation Body ® ISO 20000
  • 8. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITILITSM Overview • What is ITSM? – ITSM = Information Technology Service Management – IT Service Management is concerned with delivering and supporting IT services that are appropriate to the business requirements of an organization. This improves efficiency and effectiveness and reduces the risks of managing IT services. Service Desk
  • 9. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITSM – Service Support • Infrastructure- - People, Processes and Technology • IT Service - - Fulfills one or more of the customers needs - Supports customers business objective • Process – - A structured set of activities designed to accomplish a specific objective. A process may define policies, standards, guidelines, activities and work flow instructions. • Activity – - A set of actions designed to achieve a result
  • 10. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITSM – Service Support Change Management Release Management Incident Management Configuration Management Problem Management Service Support Service Support has an “Operational” focus. The activities include the day-to-day or short-term planning activity of a business or service management process. Service Desk
  • 11. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITSM – Service Support Service Desk Change Management Release Management Incident Management Configuration Management Problem Management Service Support Service Desk •Integrated function, not a process, to all of the “operational” process. •Serves an intended purpose •Single point of contact between service providers, customers and users. •Manages incidents and escalates according to agreed service levels. •Manage requests, incidents, service requests and communications with customer and users.
  • 12. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITSM - Key Concepts • Service – Delivers value to customer by facilitating outcomes that customers want to achieve without ownership of the specific costs and risks. • Service Level – Measured and reported achievement against one or more service level targets – E.g. Red = 1 hour response 24/7 Amber = 4 hour response 8/5 Green = Next business day • Service Level Agreement – Written and negotiated agreement between Service Provider and Customer documenting agreed service levels and costs.
  • 13. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Key Concepts • Configuration Management System (CMS) – Tools and databases to manage IT service provider‘s configuration data – Contains Configuration Management Database (CMDB) • Records hardware, software, documentation and anything else important to IT provision • Release – Collection of hardware, software, documentation, processes or other things require to implement one or more approved changes to IT Services
  • 14. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Key Concepts • Incident – Unplanned interruption to an IT service or an unplanned reduction in its quality • Work-around – Reducing or eliminating the impact of an incident without resolving it • Problem – Unknown underlying cause of one or more incidents
  • 15. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS 4 Ps of Service Management • People – skills, training, communication • Processes – actions, activities, changes, goals • Products – tools, monitor, measure, improve • Partners – specialist suppliers
  • 16. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITIL Services Lifecycle Lifecycle of a service, from ‗cradle‘ to ‗grave‘ Stages (includes multiple processes): • Service strategy • Service gets approved • Service design • Service is designed • Service transition • Service is tested • Service operation • Coordinate and carry out activities and processes required to deliver the service and manage them at agreed levels • Continual Service Improvement (CSI) • Continually align and re-align IT services to changing needs
  • 17. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS The Service Lifecycle • Service Strategy – Strategy generation – Financial management – Service portfolio management – Demand management • Service Design – Capacity, Availability, Info Security Management – Service level & Supplier Management • Service Transition – Planning & Support – Release & Deployment – Asset & Config management – Change management – Knowledge Management • Service Operation – Problem & Incident management – Request fulfilment – Event & Access management • Continual Service Improvement – Service measurement & reporting – 7-step improvement process
  • 18. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Core ITIL v3 Library
  • 19. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Service Strategy • Practical Decision making • Business Eco systems • From value chains to value nets • Adaptive processes for customers, services and strategies • Linking to external practices and standards • Managing uncertainty and complexity • Increasing the economic life of services • Selecting, adapting and tuning the best IT service strategies Provides the guidance on how to design, develop, and implement service management as a strategic asset.
  • 20. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Service Design • Pragmatic Service Blueprint • Policies, Architecture, Portfolios, service models • Effective technology, process and measurement design • Outsource, shared services, co-source models? How to decide & how to do it • The service package of utility, warranty, capability, metrics tree • Triggers for re-designGuides the design and development of services and service management processes
  • 21. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Service Transition • Managing Change, Risk and Quality Assurance • Newly designed Change, Release & Configuration processes • Risk and quality assurance of design • Managing organization & cultural change during transition • Service knowledge management system • Integrating projects into transition • Creating & selecting transition models Provides guidance for the development and improvement of capabilities necessary to transition new and/or changed services into operations
  • 22. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Service Operation • Responsive, stable services • Robust end to end operations practices • Redesigned, incident and problem processes • New functions and processes • Event, technology and request management • Influencing strategy, design, transition and improvement • SOA, virtualization, adaptive, agile service operation models Tailors guidance on achieving effectiveness and efficiency in the delivery and support of services such that value is achieved for the customer and captured by the service provider
  • 23. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Continual Service Improvement • Measurements that mean something and improvements that work • The business case for ROI • Getting past just talking about it • Overall health of ITSM • Portfolio alignment in real-time with business needs • Growth and maturity of SM practice • How to measure, interpret and execute results Sustains the creation and maintenance of customer value through better design, introduction, and operation of services
  • 24. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Do We Need ITIL? Is our Help Desk Terminology ITIL Compliant? • Help Desk = Service Desk • Issues / Service Requests = Incidents • Root Cause Analysis = Problem Mgmt. • Asset Tracking = Configuration Mgmt. • Change Mgmt. = Change Mgmt. • Software Rollouts = Release Mgmt. • Disaster Recovery = IT Service Continuity Mgmt.
  • 25. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Do We Need ITIL? Are our Help Desk Processes “Aligned” with ITIL? • Incident Mgmt. – Restore normal service operation as quickly as possible • Problem Mgmt. – Prevent recurrence of Incidents • Service Level Mgmt. – Adherence to SLA‘s and OLA‘s • Change Mgmt. – Ensures standardized methods and procedures are used
  • 26. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Is ITIL Right for Us? Should you Implement in your Help Desk? • ITIL is not an alternative framework, but: – Builds on what has already been started and are doing well – Not an obscure theory, but guidelines based on what has been proven to work – At the core of what we do, not an add-on • ITIL is a well established, easily accessible, affordable process model for IT service management that is built around a set of best practices. • ITIL is better known for its back-office operational process definitions than for its application management processes. • ITIL is based on defining best-practice processes for IT service delivery and support, rather than defining a broad-based control framework. • ITIL's structure enables incremental adoption, which facilitates continuous improvement. Source: Gartner Research
  • 27. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITIL Applied Examples
  • 28. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Pharmaceuticals • 4 Locations, 3k+ staff, 90k devices, 3 data centres • Challenges – Service Delivery Problems • Outages due to upgrades, changes, etc. – Poor support for business stakeholders • Lack of consistent processes and procedures – Non Compliance with regulations • SOX, ISO, FDA, etc.
  • 29. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Pharmaceutical- ITIL • Application Management – Define application development standards and processes • Incident Management – Define and publish procedures for support • Change Management – Change Advisory Board (CAB) with cross company representation – Validation of change documentation before change occurs (Service Validation and Testing)
  • 30. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Pharmaceutical- Results • Delivery - Speed to Market – Product cycle (concept to Shelf) shortened 30% • Reduction of Outages – Unplanned outages virtually eliminated – Planned outages non-intrusive to business • Compliance – back in scope – Validation, planning, testing and Documentation satisfied requirements
  • 31. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Call Centre • 155 Locations, 7 business units, 150,000+ staff, 1million+ devices, 5 data centres • Challenges – Service Delivery Problems • Outages due to upgrades, changes, etc. – Poor support for business stakeholders • Lack of consistent processes and procedures – Non Compliance with regulations • SOX, ISO, FDA, client regulations, etc.
  • 32. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Call Centre - ITIL • Service Portfolio Management – Create Service Catalogue, SLA‘s, OLA‘s, UC‘s • Incident Management – Define and publish procedures for support • Change Management – CAB with cross company representation – Validation of change documentation before change occurs (Service Validation and Testing)
  • 33. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Call Centre- Results • Service – Stakeholder Satisfaction – 1st call resolution increased 30% to 70% – Satisfaction surveys increased 25-85% • Reduction of Outages – Unplanned eliminated (1/day – 1/ ~2 months) – Planned outages non-intrusive to stakeholders • Compliance – back in scope – Validation, planning and Documentation satisfied requirements
  • 34. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Real World Benefits • Procter & Gamble Started using ITIL in 1999 and has realized a 6% to 8% cut in operating costs. Another ITIL project has reduced help desk calls by 10%. In four years, the company reported overall savings of about $500 million. • Caterpillar Embarked on a series of ITIL projects in 2000. After applying ITIL principles, the rate of achieving the target response time for incident management on Web-related services jumped from 60% to more than 90%. • Nationwide Insurance Implementing key ITIL processes in 2001 led to a 40% reduction of its systems outages. The company estimates a $4.3 million ROI over the next three years. • Capital One An ITIL program that began in 2001 resulted in a 30% reduction in systems crashes and software-distribution errors, and a 92% reduction in ―business-critical‖ incidents by 2003.
  • 35. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS The Case for IT Service Management • The Business is more and more dependent on IT. • Complexity of IT constantly increases. • Customers are demanding more for less. • Global competitiveness growing at a rapid rate requiring a more flexible approach to integration. • Stronger focus on controlling the costs of IT. • Low customer satisfaction levels.
  • 36. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Benefits to the Organization • Improve Resource Utilization • Be more competitive • Decrease rework • Eliminate redundant work • Improve upon project deliverables and time • Improve availability, reliability and security of mission critical IT services • Justify the cost of service quality • Provide services that meet business, customer, and user demands • Integrate central processes • Document and communicate roles and responsibilities in service provision • Learn from previous experience • Provide demonstrable performance indicators
  • 37. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Why Implement ITIL • Streamline service delivery and support processes • Develop repeatable procedures to aid first level support groups • Reduce number of service incidents and outages • Implement standards to do things right the first time • Perform proactive analysis, prevention and resolution • Plan for and ensure future capacity • Define clear services and service targets • Accurately allocate and recover costs • Audit, manage and improve IT processes Ultimately IT Service Management is about maximizing the ability of IT to provide services that are cost-effective and meet the expectations and needs of the business. Reduce Cost of Operations Improve Service Quality Improve Compliance Improve User Satisfaction
  • 38. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITIL V3 Foundation Certification ITIL V3 Foundation Certification
  • 39. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITIL Certification Tracks
  • 40. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITIL Certification Tracks Foundation Level The Foundation Level focuses on knowledge and comprehension to provide a good grounding in the key concept, terminology and processes of ITIL. Intermediate Level There are two streams in the Intermediate level. Both assess an individual’s ability to analyze and apply the concepts of ITIL. Candidates are able to take units from either of the Intermediate streams, to gain credits towards the Expert Level. Intermediate Lifecycle Stream: This stream includes 5 individual certificates built around the five core OGC titles, as follows: • Service Strategy • Service Design • Service Transition • Service Operation, and • Continual Service Improvement. Intermediate Capability Stream: This stream includes 4 individual certificates focusing on detailed process implementation and management within cluster groupings: • Operational Support and Analysis (OS&A). • Service Offerings and Agreements (SO&A). • Release, Control and Validation (RC&V). • Planning, Protection and Optimization (PP&O). ITIL Expert To achieve the ITIL Expert in IT Service Management, candidates must successfully complete a number of Intermediate units in addition to the mandatory Foundation Level and the Managing Across the Lifecycle capstone course. This course brings together the full essence of a Lifecycle approach to Service Management, and consolidates the knowledge gained across the qualification scheme. ITIL Master This level of the qualification will assess an individual’s ability to apply and analyze the ITIL concepts in new areas. This higher level qualification is currently under development
  • 41. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITIL Foundation Exam Format ITIL Foundation Exam Format • There are 40 total multiple choice questions which make up the ITIL Foundation exam • Individuals have 1 hour to complete the exam • The exam is closed book and requires a passing score of 65% or greater. ITIL subject areas outlined in the official ITIL Syllabus and reflect all 5 ITIL Core volumes (Service Strategy, Service Design, Service Transition, Service Operation, and Continual Service Improvement). ITIL Foundation syllabus topics: • Service Management as a Practice • The ITIL Service Lifecycle • Generic Concepts and Definitions • Key Principles and Models • Selected Processes • Selected Functions • Selected Roles • Technology and Architecture • ITIL adopts a service lifecycle approach to IT management. With ITIL, the framework is comprised of five core volumes which describe the approach. ITIL Core Volumes (Books): Service Strategy, Service Design, Service Transition, Service Operation, Continual Service Improvement
  • 42. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS ITIL Certification Exam Center • EXIN http://www.exin-exams.com • European Examination Institute for Information Science • ISEB http://www.bcs.org.uk/iseb/ism2.htm • The Information Systems Examination Board • Testing at Prometric (www.prometric.com)
  • 43. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Prudential ITIL Training Program Prudential Learning Solutions offers the Corporate Training Program “Effective ITSM (IT Service Management) Using ITIL V3” which enable delegates to understand the disciplines, processes, techniques and best practices for IT Service Management using ITIL (Information Technology Infrastructure Library) that is a well known framework for IT Service Management, and widely accepted and applied worldwide. This training not only build the foundation for ITSM (IT Service Management) but also prepares the participants for the ITIL V3 Foundation Certification Exam. This Program is an interactive training workshop, with exercises; while explaining the practical concepts that facilitates implementation of these good practices within their organization. For your ITSM Capacity Building & ITIL V3 F Certification achievement, We work with you that focus on:  Overview ITIL & ITSM Career  Overview to Service Management  Service Management as a Practice  Key Concepts in Service Management  Service Management Processes  Service Management Functions  ITIL® Qualification scheme  Summary and Exam Preparation  Mock Exam Simulation & Practice Prudential - Solutions For Project Success 2 Days Effective ITSM & ITIL Foundation Exam Prep Workshop
  • 44. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS
  • 45. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Q&A Session
  • 46. Company Profile Transform your Business Requirements into Prudent Solution for Project and Organizational Success
  • 47. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS About Us: Prudential Solutions (Private) Limited is specialized training and consulting company focusing on – Project Management. – Business Analysis. – IT Management. – Project HR Development Prudential Solutions realize that highly skilled professionals and their continues learning can help to bridge the gap for project success and organizational excellence. Currently we offering the Prudential learning solutions for professionals and corporate to enhance competencies, productivity to achieve organizational excellence and ensure their project success.
  • 48. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Prudential IT/IS Management Solutions Prudential Technology Management /ITSM Solutions help organizations to craft right-mix prudent technology solutions that accurately gauge and deliver the value from IT for business growth and sustainability. We are more focused on solutions rather than Products to enable organizations to achieve professional excellence, competencies, & productivity to sustain and maximize the business growth. Prudential - Solutions For Project Success Our focus is on the following Training & Consulting Solutions: • ITSM (IT Service Management) / ITIL • IT Governance & IT Strategic Planning • Technology Infrastructure & Management Solutions • Application, Product & System Development Consulting • Training, Coaching & Mentoring Programs (Project or Skills Based)
  • 49. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Prudential Learning Solutions Executive Management Training/ Mentoring • Trainings for executive management are an important investment— especially those people, who execute organizational strategies and lead people. • We offer Half-Day to Two-Day Executive Training Workshops for Management Teams, addressing their specific business needs, with focus to solve and overcome tomorrow's business challenges today. Professional Certification Exam Prep Bootcamps • We offer high-class Professional Certification Exam Prep Training Programs, at faster pace and affordable price with GUARANTEE to pass in first attempt. Corporate Training/Coaching/Mentoring Programs • We offer training solutions that reflect organizational specific learning needs, processes, culture & industry. We also help organizations to prepare and conduct custom-design training programs that meet their environment specific requirements. OUR FEATURED TRAININGS Project Management: • Agile Project Management / SCRUM • Effective PM For Engineers & Scientist • Microsoft Project /Project Server 2010 • Professional Certifications Exam Prep (PMP/ PgMP/ PMI-ACP /PMI-SP /PMI-RMP) Business Analysis: • Effective Business Analysis • Business Analysis For Project Manager • BA Certification Exam Prep IT/IS Management: • Effective ITSM With ITIL V3 Framework • IT/IS Strategic Planning & Management • ITIL Certification Exam Prep People/ Soft Skills: People/ Soft Skills For Project Success (For Project Managers, IT Managers, Business Analysts & Project Team Members) Call Us For Complementary Orientation Seminar For Your Organization & TNA.
  • 50. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Some of Our Clients & Participant's Organizations
  • 51. PRUDENTIAL – SOLUTIONS FOR PROJECT SUCCESS Contact Us and Follow Us For Trainings & Consulting Thank you for your interest in Prudential Solutions; If you have any query call us or email us. Prudential Office Office # 2, 2nd Floor Huzaifa Center, I-8 Markaz Islamabad Cell: (+92) 0333 – PRUDSOL (7783765) / 0311-8556281 Phone: (+92) 051- 122-000-456 Fax: (+92) 051-4862314 Email: info@prudsol.com trainings@prudsol.com Website: www.prudsol.com