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© Copyright 1/27/2015 BMC Software, Inc1
BMC ITSM SRM Over the Years
SRM 2.1 | SRM 2.2 | SRM 7.6 | SRM 8.1
© Copyright 1/27/2015 BMC Software, Inc2
Evolution of BMC ITSM
Service Request Management
Aruna Padmanabhan
ITSM Implementations | October 15, 2014
© Copyright 1/27/2015 BMC Software, Inc3
The Self-Service Catalog has earned a place of high
importance in the business and has evolved greatly over
the years.
In this session, we will review the history, the key
functional improvements and how we arrived at the SRM of
today.
© Copyright 1/27/2015 BMC Software, Inc4
Agenda
1. A Service Catalog – Why do you Need it
2. BMC ITSM SRM Over the Years
3. New and Rarely-used Functionalities
4. Designing the Self-Service Catalog
© Copyright 1/27/2015 BMC Software, Inc5
A Service Catalog – Why Do You Need It
• Setting Realistic Expectations
– A Clear and Concise Showcase
• Increased Efficiency
– Saves time for Requester and Resolver
• Pre-defined Workflows
– Transparent Execution of Requests
• Improved Productivity
– Reduces Redundancy and Inefficiency
• Maintain Compliance
– Approvals and Entitlements
© Copyright 1/27/2015 BMC Software, Inc6
BMC ITSM SRM Over the Years
SRM 2.1 | SRM 2.2 | SRM 7.6 | SRM 8.1
© Copyright 1/27/2015 BMC Software, Inc7
Request Entry
SRM
2.1
SRM
8.1
SRM
2.2
SRM
7.6
© Copyright 1/27/2015 BMC Software, Inc8
Provide Information
SRM
2.1
SRM
7.6
SRM
2.2
SRM
8.1
© Copyright 1/27/2015 BMC Software, Inc9
Process View
SRM
2.x
Mapped
Variables
SRM
7.6 /
8.1
© Copyright 1/27/2015 BMC Software, Inc10
Conditional Process Flows
SRM
2.x
SRM
7.6 /
8.1
© Copyright 1/27/2015 BMC Software, Inc11
Question Mapping
SRM
2.x
SRM
7.6 /
8.1
© Copyright 1/27/2015 BMC Software, Inc12
BMC ITSM SRM Over the Years
2.1 2.2 7.6 8.1
Front End Basic Interface Enhanced look and feel
Dynamic and user-friendly
interface
Drastically modified and
simplified interface
Questions
10 questions limit Questions limitation removed
Simple Static Menu Items Static and Query type Menu
Character limitation for the Questions text Character limitation removed Questions text
Addition to Question Library is mandatory Addition to Question Library is optional.
Basic list of individual questions Introduction of conditional questions.
Process
Process View visible to EU Process View with option to hide from EU.
Fulfilment ticket number is read only.
Fulfilment ticket number appears as a hyperlink for
Support staff.
PDT supports flow created using AOTs and nested PDTS
PDT support dynamic flows with the introduction of
Conditions and Variables
Answer Mapping to SR Fields Optional use of SR and Variable Fields
Feature
Version
© Copyright 1/27/2015 BMC Software, Inc13
BMC ITSM SRM Over the Years
8.1 Older Versions
Front End
Request Again – Allows to copy a submitted request Request needs to be submitted afresh each time
Categories, Requests and Submitted Requests visible on
the same screen
Require multiple clicks to access each of the screens
Slide show of Knowledge Articles and IT Offerings N/A
Questions
Answer Validation - Specify Regular Expression No Validation Methods
Rich Text, HTML and Hyperlinks
Generally used workarounds to achieve these
Question Instructions
Approval
Dynamic Approval based on Responses Approval flows not so flexible
Email-based Approvals N/A
Ability to configure REQ ID as a link Read-only REQ ID
Integrations IRM – Identity Request Management N/A
Version
Feature
© Copyright 1/27/2015 BMC Software, Inc14
New and Rarely Used Functionalities
• SYS:Menu Items
• Hidden Questions
• Variable Mapping
• Auto-fill Action
• Context URL Builder
• Identity Request Management
• Service Request Designer
• SR Approval Chain
© Copyright 1/27/2015 BMC Software, Inc15
SYS:Menu Items
Links 2 data sets without need for
customization
Fetch large amounts of data with
no performance impact
Maintenance easier without taking
SRD offline
Dynamic Queries up to 5 levels of
combinations
Query type Menu Question
© Copyright 1/27/2015 BMC Software, Inc16
Hidden Questions
Map values as applicable to the
Fulfilment ticket
Triggers assignments based on
dynamic values
Reduces burden on the End-
User
Reduces maintenance of
Fulfilment templates
Used for Assignment Config
© Copyright 1/27/2015 BMC Software, Inc17
Variable Mapping
Maps only relevant answers
to the Fulfilment ticket
Avoid data dumping on
resolvers
Increases efficiency of
resolution
Ideal use for Resolver’s benefit
© Copyright 1/27/2015 BMC Software, Inc18
Auto-fill Action
Reduces burden on the End-
user
Increases efficiency of
submission
Ensures consistency in the
responses
Auto-fill Responses to Questions
© Copyright 1/27/2015 BMC Software, Inc19
Context URL Builder
Ability to restrict On-behalf
of and Navigation Links
Select a client specific
Request Entry Console View
SRS:SRCLaunchURLBuilder
Build URLs to embed in a
Portal or Knowledge Article
https://<webServer>:<portNumber>/arsys/forms/<serverName>/SRS:ServiceRequestConsole/?mode
=submit&F303900000=1&F303906700=0&F303902000=0&F303902100=0
© Copyright 1/27/2015 BMC Software, Inc20
SR Approval Chain
Allows multiple levels of
varied approvals
Approvals based on specific
triggers
Auto Approval Chain
A Flexible Approach to
Approvals
© Copyright 1/27/2015 BMC Software, Inc21
Identity Request Management
Management of Access,
Permissions and Passwords
Provides solution to
company’s Identity
Management challenges
Dependent on strong policies
and procedures
An End-to-End Approach
© Copyright 1/27/2015 BMC Software, Inc22
Service Request Designer
Modify
Existing
SRD
Create
New
SRD
A Straightforward and Streamlined Approach to Create or Modify Service Request Definitions
© Copyright 1/27/2015 BMC Software, Inc23
Designing the Self-Service Catalog
Where do we go wrong?
© Copyright 1/27/2015 BMC Software, Inc24
Designing the Self-Service Catalog
Areas of Improvements
• Lack of Client Education
• Catering to what Client Wants
• End-User vs. Resolver Needs
• Complex Flow and Approval Designs
• Inadequate or Overload of
information passed to Fulfilment
• Miscommunications during Support
Handover
Suggested Remedies
• Basic User Trainings
• Provide what Client Needs
• Strike a Balance
• Logical Approach to Design
• Map Appropriate Information to
Fulfilment
• Documentations and Strong KT
within Teams during Handover
© Copyright 1/27/2015 BMC Software, Inc25
Questions?
Contact:
aruna.padmanabhan@in.unisys.com
© Copyright 1/27/2015 BMC Software, Inc26
Thank You.

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Evolution of BMC ITSM Service Request Management

  • 1. © Copyright 1/27/2015 BMC Software, Inc1 BMC ITSM SRM Over the Years SRM 2.1 | SRM 2.2 | SRM 7.6 | SRM 8.1
  • 2. © Copyright 1/27/2015 BMC Software, Inc2 Evolution of BMC ITSM Service Request Management Aruna Padmanabhan ITSM Implementations | October 15, 2014
  • 3. © Copyright 1/27/2015 BMC Software, Inc3 The Self-Service Catalog has earned a place of high importance in the business and has evolved greatly over the years. In this session, we will review the history, the key functional improvements and how we arrived at the SRM of today.
  • 4. © Copyright 1/27/2015 BMC Software, Inc4 Agenda 1. A Service Catalog – Why do you Need it 2. BMC ITSM SRM Over the Years 3. New and Rarely-used Functionalities 4. Designing the Self-Service Catalog
  • 5. © Copyright 1/27/2015 BMC Software, Inc5 A Service Catalog – Why Do You Need It • Setting Realistic Expectations – A Clear and Concise Showcase • Increased Efficiency – Saves time for Requester and Resolver • Pre-defined Workflows – Transparent Execution of Requests • Improved Productivity – Reduces Redundancy and Inefficiency • Maintain Compliance – Approvals and Entitlements
  • 6. © Copyright 1/27/2015 BMC Software, Inc6 BMC ITSM SRM Over the Years SRM 2.1 | SRM 2.2 | SRM 7.6 | SRM 8.1
  • 7. © Copyright 1/27/2015 BMC Software, Inc7 Request Entry SRM 2.1 SRM 8.1 SRM 2.2 SRM 7.6
  • 8. © Copyright 1/27/2015 BMC Software, Inc8 Provide Information SRM 2.1 SRM 7.6 SRM 2.2 SRM 8.1
  • 9. © Copyright 1/27/2015 BMC Software, Inc9 Process View SRM 2.x Mapped Variables SRM 7.6 / 8.1
  • 10. © Copyright 1/27/2015 BMC Software, Inc10 Conditional Process Flows SRM 2.x SRM 7.6 / 8.1
  • 11. © Copyright 1/27/2015 BMC Software, Inc11 Question Mapping SRM 2.x SRM 7.6 / 8.1
  • 12. © Copyright 1/27/2015 BMC Software, Inc12 BMC ITSM SRM Over the Years 2.1 2.2 7.6 8.1 Front End Basic Interface Enhanced look and feel Dynamic and user-friendly interface Drastically modified and simplified interface Questions 10 questions limit Questions limitation removed Simple Static Menu Items Static and Query type Menu Character limitation for the Questions text Character limitation removed Questions text Addition to Question Library is mandatory Addition to Question Library is optional. Basic list of individual questions Introduction of conditional questions. Process Process View visible to EU Process View with option to hide from EU. Fulfilment ticket number is read only. Fulfilment ticket number appears as a hyperlink for Support staff. PDT supports flow created using AOTs and nested PDTS PDT support dynamic flows with the introduction of Conditions and Variables Answer Mapping to SR Fields Optional use of SR and Variable Fields Feature Version
  • 13. © Copyright 1/27/2015 BMC Software, Inc13 BMC ITSM SRM Over the Years 8.1 Older Versions Front End Request Again – Allows to copy a submitted request Request needs to be submitted afresh each time Categories, Requests and Submitted Requests visible on the same screen Require multiple clicks to access each of the screens Slide show of Knowledge Articles and IT Offerings N/A Questions Answer Validation - Specify Regular Expression No Validation Methods Rich Text, HTML and Hyperlinks Generally used workarounds to achieve these Question Instructions Approval Dynamic Approval based on Responses Approval flows not so flexible Email-based Approvals N/A Ability to configure REQ ID as a link Read-only REQ ID Integrations IRM – Identity Request Management N/A Version Feature
  • 14. © Copyright 1/27/2015 BMC Software, Inc14 New and Rarely Used Functionalities • SYS:Menu Items • Hidden Questions • Variable Mapping • Auto-fill Action • Context URL Builder • Identity Request Management • Service Request Designer • SR Approval Chain
  • 15. © Copyright 1/27/2015 BMC Software, Inc15 SYS:Menu Items Links 2 data sets without need for customization Fetch large amounts of data with no performance impact Maintenance easier without taking SRD offline Dynamic Queries up to 5 levels of combinations Query type Menu Question
  • 16. © Copyright 1/27/2015 BMC Software, Inc16 Hidden Questions Map values as applicable to the Fulfilment ticket Triggers assignments based on dynamic values Reduces burden on the End- User Reduces maintenance of Fulfilment templates Used for Assignment Config
  • 17. © Copyright 1/27/2015 BMC Software, Inc17 Variable Mapping Maps only relevant answers to the Fulfilment ticket Avoid data dumping on resolvers Increases efficiency of resolution Ideal use for Resolver’s benefit
  • 18. © Copyright 1/27/2015 BMC Software, Inc18 Auto-fill Action Reduces burden on the End- user Increases efficiency of submission Ensures consistency in the responses Auto-fill Responses to Questions
  • 19. © Copyright 1/27/2015 BMC Software, Inc19 Context URL Builder Ability to restrict On-behalf of and Navigation Links Select a client specific Request Entry Console View SRS:SRCLaunchURLBuilder Build URLs to embed in a Portal or Knowledge Article https://<webServer>:<portNumber>/arsys/forms/<serverName>/SRS:ServiceRequestConsole/?mode =submit&F303900000=1&F303906700=0&F303902000=0&F303902100=0
  • 20. © Copyright 1/27/2015 BMC Software, Inc20 SR Approval Chain Allows multiple levels of varied approvals Approvals based on specific triggers Auto Approval Chain A Flexible Approach to Approvals
  • 21. © Copyright 1/27/2015 BMC Software, Inc21 Identity Request Management Management of Access, Permissions and Passwords Provides solution to company’s Identity Management challenges Dependent on strong policies and procedures An End-to-End Approach
  • 22. © Copyright 1/27/2015 BMC Software, Inc22 Service Request Designer Modify Existing SRD Create New SRD A Straightforward and Streamlined Approach to Create or Modify Service Request Definitions
  • 23. © Copyright 1/27/2015 BMC Software, Inc23 Designing the Self-Service Catalog Where do we go wrong?
  • 24. © Copyright 1/27/2015 BMC Software, Inc24 Designing the Self-Service Catalog Areas of Improvements • Lack of Client Education • Catering to what Client Wants • End-User vs. Resolver Needs • Complex Flow and Approval Designs • Inadequate or Overload of information passed to Fulfilment • Miscommunications during Support Handover Suggested Remedies • Basic User Trainings • Provide what Client Needs • Strike a Balance • Logical Approach to Design • Map Appropriate Information to Fulfilment • Documentations and Strong KT within Teams during Handover
  • 25. © Copyright 1/27/2015 BMC Software, Inc25 Questions? Contact: aruna.padmanabhan@in.unisys.com
  • 26. © Copyright 1/27/2015 BMC Software, Inc26 Thank You.