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ARMED
                       AND
               EXTREMELY DANGEROUS



              SERVICE CATALOGUE WEBINAR
                       Karen Ferris
                   Macanta Consulting
© Macanta Consulting 2011   Service Catalogue Webinar
© Macanta Consulting 2011   Service Catalogue Webinar
© Macanta Consulting 2011   Service Catalogue Webinar
Outline

   •  What is a Service Catalogue – and what it is not
   •  Benefits
   •  Where to start
   •  Approach
   •  Static service catalogue
   •  Actionable service catalogue
   •  Top 10 tips




© Macanta Consulting 2011   Service Catalogue Webinar
What is a Service Catalogue?




© Macanta Consulting 2011   Service Catalogue Webinar
Service Catalogue - ITIL®
     The service catalogue is a database or structured
     document with information about all live services,
     including those available for deployment

     The service catalogue is the only part of the service
     portfolio published to customers, and is used to
     support the sale and delivery of IT services

     The service catalogue includes information about
     deliverables, prices, contact points, ordering and
     request processes

     It acts as a service order and demand channeling
     mechanism
© Macanta Consulting 2011   Service Catalogue Webinar
Service Catalogue - USMBOK™


     A service catalog consists of one or more descriptions
     of current service offerings and optionally, future
     service capabilities.

     A service catalog is defined in terms understood by
     it’s intended customer audience and is the basis for
     requesting and negotiating service, and desired levels
     of service.

     A service catalog entry is the first stage of influencing
     and setting service level expectations.


© Macanta Consulting 2011   Service Catalogue Webinar
What It Is Not

   It is NOT a list of services




© Macanta Consulting 2011   Service Catalogue Webinar
What is a Service Catalogue?
    ü  Comprehensive list of services
         ü  Products
         ü  Services including brochure services
    ü  Deliverables, prices, contact points, ordering and
        request processes
    ü  Business facing
    ü  Actionable
    ü  Contextual
    ü  Shopping cart experience
    ü  Service level targets
    ü  Tracking
    ü  Chargeback
    ü  Demand management
    ü  Automated fulfillment process
© Macanta Consulting 2011   Service Catalogue Webinar
Benefits




© Macanta Consulting 2011   Service Catalogue Webinar
Benefits
    §  Promotes the service provider as service focused –
        not product or technology focused
    §  Enables business management
           §  Allocation of costs or service charges
    §  Reduces operational costs
           §  Providing services that are required
           §  Identifying and eliminating service waste
    §  Empowers the business
    §  Improves customer satisfaction
    §  Improves relationships and communication
    §  Identifies requirements and demand
    §  Provides foundation for formal SLM and SCM
© Macanta Consulting 2011      Service Catalogue Webinar
Where to start?




© Macanta Consulting 2011      Service Catalogue Webinar
What is a service?




© Macanta Consulting 2011        Service Catalogue Webinar
What is a Service?

     A means of delivering value to customers by
     facilitating outcomes customers want to receive
     without the ownership of specific costs and risks.
     Source: ITIL




       A service is any act or performance that one person
       can offer to another, that is intangible, produced at
       the moment of delivery and does not result in transfer
       of ownership. Service value and quality is based on
       customer perception, where satisfaction is based on
       outcomes and is subjective.
       Source: The Service Catalog Practitioner Guide – Mark O’Loughlin




© Macanta Consulting 2011                            Service Catalogue Webinar
Approach




© Macanta Consulting 2011   Service Catalogue Webinar
Approach

    •  Define the objective
    •  Gather requirements
    •  Run as a project
        •  Scope
        •  Milestones
    •  Assign ownership
    •  Communication
    •  Keep it simple
    •  Top down approach


© Macanta Consulting 2011   Service Catalogue Webinar
Static Service Catalogue




© Macanta Consulting 2011          Service Catalogue Webinar
Define Service Offerings

       •  Identify business units and business processes

       •  Identify underpinning service offerings

       •  Characteristics:

             •  Fulfils one or more needs of the customer
             •  Supports the customer’s business objectives
             •  Is perceived by the customer as a coherent
                whole or consumable product



© Macanta Consulting 2011    Service Catalogue Webinar
Service Offerings



                            •  Does it have a customer?

                            •  Are there terms and conditions
                               established?




© Macanta Consulting 2011      Service Catalogue Webinar
Catalogue Types

                                  Product Catalogue
          Technical Service Catalogue
                                      Business Service Catalogue
           Supplier Catalogue
                                Retail Service Catalogue
    Supporting Service Catalogue
                            Wholesale Service Catalogue
     Actionable Service Catalogue
                            Professional Services Catalogue

© Macanta Consulting 2011   Service Catalogue Webinar
There is only ONE Service Catalogue



 There are MANY views of the Service Catalogue




© Macanta Consulting 2011   Service Catalogue Webinar
Data Capture
    •    Service name
    •    Description – short and long
    •    Status
    •    Fulfillment process
    •    Service type
    •    Classification or category
    •    Service objective
    •    Service owner
    •    Service level targets
    •    Link to SLA
    •    Support hours (Service Desk and level x)
    •    Link to policies and procedures
    •    Charging arrangements
    •    Maintenance windows
    •    Backup and recovery details

© Macanta Consulting 2011    Service Catalogue Webinar
Create Static Service Catalogue

    •  Populate the catalogue
    •  Make it available
    •  Link to current fulfillment processes
    •  Advertise and communicate
    •  Position and manage expectations
    •  Change Management
    •  Maintain momentum
    •  Feedback


© Macanta Consulting 2011   Service Catalogue Webinar
Actionable Service Catalogue




© Macanta Consulting 2011   Service Catalogue Webinar
Actionable Service Catalogue

     •  For each service:

           •  Determine current fulfilment process
           •  Define the future fulfilment process
           •  Create process flows
           •  Determine roles and responsibilities
           •  Entitlements, authorisations and approvals
           •  Create a RACI matrix
           •  Validate and update


© Macanta Consulting 2011    Service Catalogue Webinar
Actionable Service Catalogue
Considera*ons	
                                                                Details	
  (Applicable	
  to	
  order	
  phone	
  workflow)	
  
Will	
  anyone	
  be	
  allowed	
  to	
  order	
  a	
  phone?	
                Yes.	
  If	
  not,	
  en8tlement	
  needs	
  to	
  be	
  understood.	
  Who	
  can	
  order	
  
                                                                               the	
  item	
  and	
  how	
  will	
  this	
  be	
  validated	
  and	
  controlled?	
  
Will	
  there	
  be	
  an	
  approval	
  mechanism?	
                          Yes.	
  

Who	
  can	
  approve	
  requests?	
                                           Line	
  manager	
  as	
  listed	
  in	
  directory	
  services.	
  

How	
  will	
  people	
  approve	
  the	
  request?	
                          An	
  automa8c	
  approval	
  work	
  order	
  will	
  be	
  generated	
  and	
  assigned	
  
                                                                               to	
  the	
  appropriate	
  line	
  manager.	
  The	
  work	
  order	
  will	
  be	
  
                                                                               automa8cally	
  linked	
  to	
  the	
  service	
  request	
  using	
  the	
  API.	
  
What	
  happens	
  if	
  the	
  request	
  is	
  not	
  approved?	
            The	
  line	
  manager	
  will	
  con8nue	
  to	
  receive	
  approval	
  no8fica8ons	
  
                                                                               every	
  two	
  days	
  un8l	
  the	
  approval	
  work	
  order	
  is	
  approved	
  or	
  
                                                                               rejected.	
  
How	
  will	
  the	
  user	
  be	
  kept	
  informed?	
                        At	
  defined	
  intervals	
  the	
  service	
  request	
  status	
  will	
  be	
  updated	
  to	
  
                                                                               reflect	
  where	
  the	
  request	
  is	
  within	
  the	
  order	
  process.	
  The	
  status	
  
                                                                               will	
  be	
  visible	
  to	
  the	
  requestor	
  from	
  their	
  personal	
  page	
  within	
  the	
  
                                                                               catalogue.	
  
How	
  does	
  the	
  actual	
  request	
  get	
  processed	
  from	
          As	
  per	
  the	
  process	
  flow.	
  
start	
  to	
  finish?	
  
Iden8fy	
  boHlenecks.	
                                                       Line	
  managers	
  not	
  approving	
  orders.	
  
                                                                               Delays	
  in	
  purchasing	
  requisi8ons	
  being	
  completed	
  in	
  a	
  8mely	
  
                                                                               manner.	
  


© Macanta Consulting 2011                                               Service Catalogue Webinar
The Actionable Service Catalogue
                                                                       User completes
                                                                                                    Assign request
                                                                          form and




                        Update	
  Service	
  Catalogue	
  status	
  
                                                                                                    to purchasing




                                                                                                                      Update	
  Service	
  Catalogue	
  status	
  
                                                                           submits



                                                                       Line Manager
                                                                          approval                   Order phone
                                                                         requested



                                                                                        Y
                                                                         Approved?                  Phone received

                                                                         N
                                                                        Inform user
                                                                                                          Phone
                                                                         and close
                                                                                                         delivered
                                                                          request



                                                                        Inform user
                                                                         and close
                                                                          request

                                                                                                            End	
  



© Macanta Consulting 2011                                                    Service Catalogue Webinar
The Actionable Service Catalogue

                                                    Manager
                                                 completes form
                                                 for new starter




   Desk phone                    Security pass                                                    Induction
                                                                   Access request
    request                        request                                                         request




                  Mobile phone                                                      Credit card
                                                 Laptop request
                    request                                                          request




© Macanta Consulting 2011                  Service Catalogue Webinar
Technology




© Macanta Consulting 2011    Service Catalogue Webinar
Technology
     •    Create a specification of requirements
     •    Create RFI / RFP
     •    Go to market
     •    Shortlist
     •    Create detailed evaluation criteria
     •    Assign weightings
     •    Evaluate
     •    Reference sites
     •    Vendor product demonstration
     •    Proof of concept?
     •    Select
     •    Plan pilot
     •    Rollout

© Macanta Consulting 2011   Service Catalogue Webinar
Top Ten Tips




© Macanta Consulting 2011    Service Catalogue Webinar
Top 10 Tips
    1.  Use customer language
    2.  The Service Catalogue is not a list
    3.  Bite size chunks
    4.  Customise and contextualise
    5.  Communicate
    6.  Don’t underestimate effort
    7.  Run as a project
    8.  Assign ownership
    9.  Stakeholder involvement
    10. Manage and maintain – subject to CSI

© Macanta Consulting 2011   Service Catalogue Webinar
Email:                  Karen.Ferris@macanta.com.au

    Website:                www.macanta.com.au

    Twitter:                @karen_ferris

    Facebook: http://www.facebook.com/MacantaConsulting

    Mobile:                 0425 728 498

© Macanta Consulting 2011           Service Catalogue Webinar

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Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Tool (2011)

  • 1. ARMED AND EXTREMELY DANGEROUS SERVICE CATALOGUE WEBINAR Karen Ferris Macanta Consulting © Macanta Consulting 2011 Service Catalogue Webinar
  • 2. © Macanta Consulting 2011 Service Catalogue Webinar
  • 3. © Macanta Consulting 2011 Service Catalogue Webinar
  • 4. Outline •  What is a Service Catalogue – and what it is not •  Benefits •  Where to start •  Approach •  Static service catalogue •  Actionable service catalogue •  Top 10 tips © Macanta Consulting 2011 Service Catalogue Webinar
  • 5. What is a Service Catalogue? © Macanta Consulting 2011 Service Catalogue Webinar
  • 6. Service Catalogue - ITIL® The service catalogue is a database or structured document with information about all live services, including those available for deployment The service catalogue is the only part of the service portfolio published to customers, and is used to support the sale and delivery of IT services The service catalogue includes information about deliverables, prices, contact points, ordering and request processes It acts as a service order and demand channeling mechanism © Macanta Consulting 2011 Service Catalogue Webinar
  • 7. Service Catalogue - USMBOK™ A service catalog consists of one or more descriptions of current service offerings and optionally, future service capabilities. A service catalog is defined in terms understood by it’s intended customer audience and is the basis for requesting and negotiating service, and desired levels of service. A service catalog entry is the first stage of influencing and setting service level expectations. © Macanta Consulting 2011 Service Catalogue Webinar
  • 8. What It Is Not It is NOT a list of services © Macanta Consulting 2011 Service Catalogue Webinar
  • 9. What is a Service Catalogue? ü  Comprehensive list of services ü  Products ü  Services including brochure services ü  Deliverables, prices, contact points, ordering and request processes ü  Business facing ü  Actionable ü  Contextual ü  Shopping cart experience ü  Service level targets ü  Tracking ü  Chargeback ü  Demand management ü  Automated fulfillment process © Macanta Consulting 2011 Service Catalogue Webinar
  • 10. Benefits © Macanta Consulting 2011 Service Catalogue Webinar
  • 11. Benefits §  Promotes the service provider as service focused – not product or technology focused §  Enables business management §  Allocation of costs or service charges §  Reduces operational costs §  Providing services that are required §  Identifying and eliminating service waste §  Empowers the business §  Improves customer satisfaction §  Improves relationships and communication §  Identifies requirements and demand §  Provides foundation for formal SLM and SCM © Macanta Consulting 2011 Service Catalogue Webinar
  • 12. Where to start? © Macanta Consulting 2011 Service Catalogue Webinar
  • 13. What is a service? © Macanta Consulting 2011 Service Catalogue Webinar
  • 14. What is a Service? A means of delivering value to customers by facilitating outcomes customers want to receive without the ownership of specific costs and risks. Source: ITIL A service is any act or performance that one person can offer to another, that is intangible, produced at the moment of delivery and does not result in transfer of ownership. Service value and quality is based on customer perception, where satisfaction is based on outcomes and is subjective. Source: The Service Catalog Practitioner Guide – Mark O’Loughlin © Macanta Consulting 2011 Service Catalogue Webinar
  • 15. Approach © Macanta Consulting 2011 Service Catalogue Webinar
  • 16. Approach •  Define the objective •  Gather requirements •  Run as a project •  Scope •  Milestones •  Assign ownership •  Communication •  Keep it simple •  Top down approach © Macanta Consulting 2011 Service Catalogue Webinar
  • 17. Static Service Catalogue © Macanta Consulting 2011 Service Catalogue Webinar
  • 18. Define Service Offerings •  Identify business units and business processes •  Identify underpinning service offerings •  Characteristics: •  Fulfils one or more needs of the customer •  Supports the customer’s business objectives •  Is perceived by the customer as a coherent whole or consumable product © Macanta Consulting 2011 Service Catalogue Webinar
  • 19. Service Offerings •  Does it have a customer? •  Are there terms and conditions established? © Macanta Consulting 2011 Service Catalogue Webinar
  • 20. Catalogue Types Product Catalogue Technical Service Catalogue Business Service Catalogue Supplier Catalogue Retail Service Catalogue Supporting Service Catalogue Wholesale Service Catalogue Actionable Service Catalogue Professional Services Catalogue © Macanta Consulting 2011 Service Catalogue Webinar
  • 21. There is only ONE Service Catalogue There are MANY views of the Service Catalogue © Macanta Consulting 2011 Service Catalogue Webinar
  • 22. Data Capture •  Service name •  Description – short and long •  Status •  Fulfillment process •  Service type •  Classification or category •  Service objective •  Service owner •  Service level targets •  Link to SLA •  Support hours (Service Desk and level x) •  Link to policies and procedures •  Charging arrangements •  Maintenance windows •  Backup and recovery details © Macanta Consulting 2011 Service Catalogue Webinar
  • 23. Create Static Service Catalogue •  Populate the catalogue •  Make it available •  Link to current fulfillment processes •  Advertise and communicate •  Position and manage expectations •  Change Management •  Maintain momentum •  Feedback © Macanta Consulting 2011 Service Catalogue Webinar
  • 24. Actionable Service Catalogue © Macanta Consulting 2011 Service Catalogue Webinar
  • 25. Actionable Service Catalogue •  For each service: •  Determine current fulfilment process •  Define the future fulfilment process •  Create process flows •  Determine roles and responsibilities •  Entitlements, authorisations and approvals •  Create a RACI matrix •  Validate and update © Macanta Consulting 2011 Service Catalogue Webinar
  • 26. Actionable Service Catalogue Considera*ons   Details  (Applicable  to  order  phone  workflow)   Will  anyone  be  allowed  to  order  a  phone?   Yes.  If  not,  en8tlement  needs  to  be  understood.  Who  can  order   the  item  and  how  will  this  be  validated  and  controlled?   Will  there  be  an  approval  mechanism?   Yes.   Who  can  approve  requests?   Line  manager  as  listed  in  directory  services.   How  will  people  approve  the  request?   An  automa8c  approval  work  order  will  be  generated  and  assigned   to  the  appropriate  line  manager.  The  work  order  will  be   automa8cally  linked  to  the  service  request  using  the  API.   What  happens  if  the  request  is  not  approved?   The  line  manager  will  con8nue  to  receive  approval  no8fica8ons   every  two  days  un8l  the  approval  work  order  is  approved  or   rejected.   How  will  the  user  be  kept  informed?   At  defined  intervals  the  service  request  status  will  be  updated  to   reflect  where  the  request  is  within  the  order  process.  The  status   will  be  visible  to  the  requestor  from  their  personal  page  within  the   catalogue.   How  does  the  actual  request  get  processed  from   As  per  the  process  flow.   start  to  finish?   Iden8fy  boHlenecks.   Line  managers  not  approving  orders.   Delays  in  purchasing  requisi8ons  being  completed  in  a  8mely   manner.   © Macanta Consulting 2011 Service Catalogue Webinar
  • 27. The Actionable Service Catalogue User completes Assign request form and Update  Service  Catalogue  status   to purchasing Update  Service  Catalogue  status   submits Line Manager approval Order phone requested Y Approved? Phone received N Inform user Phone and close delivered request Inform user and close request End   © Macanta Consulting 2011 Service Catalogue Webinar
  • 28. The Actionable Service Catalogue Manager completes form for new starter Desk phone Security pass Induction Access request request request request Mobile phone Credit card Laptop request request request © Macanta Consulting 2011 Service Catalogue Webinar
  • 29. Technology © Macanta Consulting 2011 Service Catalogue Webinar
  • 30. Technology •  Create a specification of requirements •  Create RFI / RFP •  Go to market •  Shortlist •  Create detailed evaluation criteria •  Assign weightings •  Evaluate •  Reference sites •  Vendor product demonstration •  Proof of concept? •  Select •  Plan pilot •  Rollout © Macanta Consulting 2011 Service Catalogue Webinar
  • 31. Top Ten Tips © Macanta Consulting 2011 Service Catalogue Webinar
  • 32. Top 10 Tips 1.  Use customer language 2.  The Service Catalogue is not a list 3.  Bite size chunks 4.  Customise and contextualise 5.  Communicate 6.  Don’t underestimate effort 7.  Run as a project 8.  Assign ownership 9.  Stakeholder involvement 10. Manage and maintain – subject to CSI © Macanta Consulting 2011 Service Catalogue Webinar
  • 33. Email: Karen.Ferris@macanta.com.au Website: www.macanta.com.au Twitter: @karen_ferris Facebook: http://www.facebook.com/MacantaConsulting Mobile: 0425 728 498 © Macanta Consulting 2011 Service Catalogue Webinar