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Service Catalog Essentials
5 Keys to Good Service Design in Service
Catalogs
The Power of a Consistent Service Design Process
2
Happy Halloween
DON CASSON, CEO,
EVERGREEN SYSTEMS
Don has led Evergreen
Systems since its founding in
1997. Over the years he has
spoken at conferences,
authored white papers and
been interviewed for
numerous industry
periodicals.
Contact:
dcasson@evergreensys.com
JEFF BENEDICT, ITSM PRACTICE
MANAGER, EVERGREEN
SYSTEMS
Jeff manages the ITSM practice
at Evergreen and has worked
with ITSM tools for 15+ years.
Jeff is an active contributor to
the Evergreen Blog and Twitter.
(twitter.com/JeffSBenedict)
Contact:
jeff.benedict@evergreensys.com
3
Today’s Agenda
• About Evergreen
• 5 Keys to Good Service Design in Service
Catalogs
• Evergreen’s User-Centric Self-Service Catalog &
Portal Portal (built on ServiceNow)
• Possible Next Steps / Q&A
• 80-person U.S. IT Consulting Firm
• Hundreds of Mid-Market, Fortune 1000
Companies and Public Sector Customers
• Full lifecycle firm with complete ITSM / ITIL
transformation experience
• Incident / Problem
• Change & Request
• Asset & Configuration / CMDB
• Service Catalog & Portfolio
• SLM & KPIs
• Shared Services (HR, Facilities, Acq.)
• Deep BMC / Remedy & HP Service
Manager experience
• Top 5 US ServiceNow Partner
4
About Evergreen Systems
Sample ClientsQuick Facts
5
Conventional ITSM Thinking Is Wrong
(The Horse is our customer…)
Incident,
Problem
Change
6
Two Useful Guides
13 page dictionary of Services
definitions – ITIL & beyond
Taxonomy definitions, best practices
and example framework guidance
7
Useful Grounding
Customer. Someone who buys goods or services.
Service. A means of delivering value to customers by
facilitating outcomes customers want to achieve without the
ownership of specific costs and risks.
Service Design Package. Document(s) defining all aspects
of an IT Service and it’s requirements, through each stage of
it’s lifecycle.
ITIL def
8
A Service Can Be…
• A lot of complex,
individual activities
• Joined together
• From many operating
silos
9
Why Do Customers Leave?
Why Customers Leave*
• 3% business moved
• 5% prefer competitor’s product
• 9% price increases
• 14% dissatisfied with product /
service
• 31% total
• 69% left because of poor service
* White House Office of Consumer Affairs
How do IT’s Customers Leave?
• Shadow IT
• Reduced Budgets
• Outsource
“Treat your customers
like captives, and one
day they will be neither”
10
A Service Design Process seems like a lot of
work…can’t we just start building services?
What Is the worst that could happen?
Do We Need a Service Design Process?
69%
11
Benefits of A Good Service Design Process
________________________
Service Design Process Functionality &
Components
12
13
Sample Service Design Package
Service Name Virtual Meeting Collaboration - Internal Only
Description Provide a virtual meeting environment, which provides both audio and visual interaction
between company team members globally.
Customer(s) All Employees or Contractors with an active domain accounts
Service Owner Steve Thomas
Service Manager June Smith
Functional Requirements Microsoft Lyncwill provide the following functionality: Instant Messaging, IP Audio
Communications, Desktop Sharing and Multiparty AudioVideoContent Sharing
Cost $10per enrolled user  Monthly Internal Chargeback Cost
Service Level Objectives  Agreements 99.5% availability, except during stated monthly maintenance window
Operational Level Objectives  Agreements Support Teams will engage in P1- Service Outage troubleshooting within 15minutes
Maintenance Windows 3rd Saturday of each month, from 9:00pm to 11:59pm EST
Support Teams  Primary Contact Messaging  Alice Wilson
Windows Server Team  Sachin Gupta
Database Team  Susan Price
Network Team  Alex Tromanski
Service Design Package
14
What A Service Looks Like to a Customer
Give the customer enough
information to make a self-
service decision…
• Name & description
• Fit for my use
• Who can request it & how
• Cost
• Quality
• Delivery time
• What is / isn’t included
• Service owner
15
Service Design Process - Build Flow
Service
Presentation
Service
Offer
Service
Fulfillment
Service
Feedback
Service
Measurement
 Service
Hierarchy
 Service
Catalog /
Portal /
Mobile
 Service
Functionality
 Offerings
 Requests
 Scope
 Workflow
 Approvals
 Assignments
 Messaging
 Service
Status
 Service
Rating
 Service
Survey
 Service
Metrics/KPIs
 Service
Reporting
 Service
Dashboards
Individual Service Design Activities
16
Constituents of a Service
Customer
Experience
Execution
Effectiveness
Governance &
Accountability
Design From the Customer In,
Not IT Out
Design Management Needs
In From The Start
Build for the Providers Too
or It Will Not Work
Customers
ProvidersManagers
Toolkit: The Service Design Model
A Service Design Model ensures you consider all relevant areas
What it does for you:
• Helps communicate the mechanics of a
service end to end
• Helps everyone understand the big
picture and their role in it
• Breaks "the service and operations
problem” down to bite-sized chunks
• Facilitates decision making / trade-offs
as to where and how resources are
used
• Key executive / stakeholder and
change team communication tool
• Factual approach to expand the debate
from tactical to strategic – i.e. from cost
reduction initiatives to ‘What are we
trying to do for the business?’
Service Design Model
Customer
Experience
Governance
&
Compliance
Technology
& Support
Roadmap for Change
Business Goals and Strategy
SDM
Resources
Sourcing
& Alliances
Assets &
Finance
Organization
&
Geography
Business
Processes
17
18
Customer
Experience
Governance
&
Compliance
Technology
& Support SOM
Resources
Sourcing
& Alliances
Assets &
Finance
Organization &
Geography
Business
Processes
Toolkit: Definitions of Model Elements
The Business Processes
factors show the core
functions and processes
related to how work is
executed and delivered
The Organization and Geography factors
outline the organizational structure, locations
of where activities occur, the sourcing of
activities (external vs. internal) and the
mechanism by which implementation and
changes to the model will be managed
The Assets & Finance factors define
which activities are executed where,
the scope of the service and the
dependencies on specific assets, with
financial and accounting
considerations
The Technology &
Support factors outline the
supplications, infrastructure
and operations supporting
the business
Service Design Model
The Resources factors
outline the people
implications in terms of skills
and behaviours required, the
expected headcount
distribution and the change
implications
The Customer Experience factors link the
value proposition to the specifics of the
interactions between the customer and the
entity
The Culture factors (shadow
ring) show the values, norms
and beliefs that drive how
people in the organization act
Roadmap for Change
The Sourcing & Alliances factors
define which activities will be performed
within the organization, by other parts of
the parent groups and by external
parties
The Governance & Compliance factors outline
the oversight and management structure and the
major compliance activities (external vs. internal)
and the mechanism by which the service is
monitored and controlled.
Customer
Experience
Sourcing &
Alliances
Business
Processes
Organization
&
Geography
Governance
&
Compliance
Resources
Technology
& Support
Assets &
Finance
STRATEGY
Design and
Roadmap
Customer
Strategy
Vendor
Strategy
Business
Strategy
Governance
Strategy
System
Strategy
Asset
Strategy
ARCHITECTURE
Business, Tech &
Support
Components
& Integrations
Organization
Structure
Organization
Structure
Systems &
Operations
WORKFLOWS
Key Business and
Technology
Customer
Workflows
Business
Workflows
Governance
Audit &
Schedule
System
Workflows
ROLES
RACI Roles and
Responsibility
RACI RACI RACI RACI
PERFORMANCE
KPIs/Metrics,
Surveys and Rptg
Customer
KPIs
Vendor
KPIs
Business
KPIs
Geo KPIs Audit KPIs
Resource
KPIs
System
KPIs
Asset
KPIs
AGREEMENTS
OLAs and SLAs
Vendor
SLAs
Business
OLAs & SLAs
SBU
OLAs & SLAs
Management
SLAs
Resource
SLAs
System SLAs
MONITORING
Innovation, Risk
and Lifecycle
Innovation Risk
Innovation &
Lifecycle
Risk Risk Risk
Innovation &
Lifecycle
Risk &
Lifecycle
Service Operating Model
Toolkit: Service Operating Model Framework
37
20
Toolkit: Service Design Factors and Influences
Example: Service Package
21
Service Name Messaging and Collaboration
Core
Services
Enabling
Services
Enhancing
Services
Options
Email
Network
Service Desk Support
Service Desk Support
 8 x 5
 10 x 6
 7 x 24 x 365
Server  Instant Messaging
Storage System Monitoring
Mailbox Size (Maximum)
 2 GB
 10 GB
 Unlimited
Multi-language
 Spanish
 French
 Japanese
Account Administration Information Security
Wireless Devices
 Lenovo S6000
 iPad Air
 Samsung Galaxy S5
 iPhone 5s
Service Support Level
 Gold
 Silver
 Bronze
________________________
Five Keys to Good Service Design
22
23
Provide the customer
enough information to
make a self-service
determination…
• Name & description
• Fit for my use
• Who can request it
• Cost
• Quality
• Delivery time
• How to request it
• Service Owner
If everyone owns the service, no one does
KEY 1 – Clear Service Ownership
24
KEY 2 – User Experience Matters
KEY 3 – To Build (a Service) or Not?
25
Worthwhile
High volume
Highly repetitive
Simple, durable
2-3 solutions meet the 80/20
Value?
Cost & Risk?
Cost to build & maintain
Degree of complexity
Risk of failure
26
KEY 4 – Modular Services as CIs
Build reusable service
modules
Combine them to
create new services
Manage each service
as a configuration
item (CI) to give you
accountability
A SERVICE
SILO
SILO
SILO
SILO
SILOSvc
Svc
Svc
Svc
Svc
KEY 5 - Balance Customer & Provider Needs in Design
27
Miller’s Number
How Many Services? Many & Shallow? Few and Deep?
Evergreen’s Numbers
Taxonomy to Service
Roadmap for Change
Business Goals and Strategy
Customer
Experience
Governance
&
Compliance
Technology
& Support SDM
Resources
Sourcing
& Alliances
Assets &
Finance
Organization
&
Geography
Business
ProcessesSDM
Use a Service Design Process
28
29
Evergreen’s Employee Self-Service Catalog & Portal
POWERED BY SERVICENOW
MOST VIEWED APP on the SN App Store. Demo
our Self Service Catalog & Portal yourself!
One-Day,
Private Service
Catalog Workshop
Onsite for
only $3,950
Possible Next Steps?
http://www.evergreensys.com
30
Request a copy of our Services
Definitions Dictionary:
http://content.evergreensys.com/webinar-
service-definitions-dictionary-offer-
exclusive
31
• Questions?
• Thank you for your time.
http://www.evergreensys.com/servicenow-service-
catalog-services-workshops
Wrap-Up

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Service Catalog Essentials: 5 Keys to Good Service Design in IT Service Catalogs

  • 1. Service Catalog Essentials 5 Keys to Good Service Design in Service Catalogs The Power of a Consistent Service Design Process
  • 2. 2 Happy Halloween DON CASSON, CEO, EVERGREEN SYSTEMS Don has led Evergreen Systems since its founding in 1997. Over the years he has spoken at conferences, authored white papers and been interviewed for numerous industry periodicals. Contact: dcasson@evergreensys.com JEFF BENEDICT, ITSM PRACTICE MANAGER, EVERGREEN SYSTEMS Jeff manages the ITSM practice at Evergreen and has worked with ITSM tools for 15+ years. Jeff is an active contributor to the Evergreen Blog and Twitter. (twitter.com/JeffSBenedict) Contact: jeff.benedict@evergreensys.com
  • 3. 3 Today’s Agenda • About Evergreen • 5 Keys to Good Service Design in Service Catalogs • Evergreen’s User-Centric Self-Service Catalog & Portal Portal (built on ServiceNow) • Possible Next Steps / Q&A
  • 4. • 80-person U.S. IT Consulting Firm • Hundreds of Mid-Market, Fortune 1000 Companies and Public Sector Customers • Full lifecycle firm with complete ITSM / ITIL transformation experience • Incident / Problem • Change & Request • Asset & Configuration / CMDB • Service Catalog & Portfolio • SLM & KPIs • Shared Services (HR, Facilities, Acq.) • Deep BMC / Remedy & HP Service Manager experience • Top 5 US ServiceNow Partner 4 About Evergreen Systems Sample ClientsQuick Facts
  • 5. 5 Conventional ITSM Thinking Is Wrong (The Horse is our customer…) Incident, Problem Change
  • 6. 6 Two Useful Guides 13 page dictionary of Services definitions – ITIL & beyond Taxonomy definitions, best practices and example framework guidance
  • 7. 7 Useful Grounding Customer. Someone who buys goods or services. Service. A means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks. Service Design Package. Document(s) defining all aspects of an IT Service and it’s requirements, through each stage of it’s lifecycle. ITIL def
  • 8. 8 A Service Can Be… • A lot of complex, individual activities • Joined together • From many operating silos
  • 9. 9 Why Do Customers Leave? Why Customers Leave* • 3% business moved • 5% prefer competitor’s product • 9% price increases • 14% dissatisfied with product / service • 31% total • 69% left because of poor service * White House Office of Consumer Affairs How do IT’s Customers Leave? • Shadow IT • Reduced Budgets • Outsource “Treat your customers like captives, and one day they will be neither”
  • 10. 10 A Service Design Process seems like a lot of work…can’t we just start building services? What Is the worst that could happen? Do We Need a Service Design Process? 69%
  • 11. 11 Benefits of A Good Service Design Process
  • 12. ________________________ Service Design Process Functionality & Components 12
  • 13. 13 Sample Service Design Package Service Name Virtual Meeting Collaboration - Internal Only Description Provide a virtual meeting environment, which provides both audio and visual interaction between company team members globally. Customer(s) All Employees or Contractors with an active domain accounts Service Owner Steve Thomas Service Manager June Smith Functional Requirements Microsoft Lyncwill provide the following functionality: Instant Messaging, IP Audio Communications, Desktop Sharing and Multiparty AudioVideoContent Sharing Cost $10per enrolled user Monthly Internal Chargeback Cost Service Level Objectives Agreements 99.5% availability, except during stated monthly maintenance window Operational Level Objectives Agreements Support Teams will engage in P1- Service Outage troubleshooting within 15minutes Maintenance Windows 3rd Saturday of each month, from 9:00pm to 11:59pm EST Support Teams Primary Contact Messaging Alice Wilson Windows Server Team Sachin Gupta Database Team Susan Price Network Team Alex Tromanski Service Design Package
  • 14. 14 What A Service Looks Like to a Customer Give the customer enough information to make a self- service decision… • Name & description • Fit for my use • Who can request it & how • Cost • Quality • Delivery time • What is / isn’t included • Service owner
  • 15. 15 Service Design Process - Build Flow Service Presentation Service Offer Service Fulfillment Service Feedback Service Measurement  Service Hierarchy  Service Catalog / Portal / Mobile  Service Functionality  Offerings  Requests  Scope  Workflow  Approvals  Assignments  Messaging  Service Status  Service Rating  Service Survey  Service Metrics/KPIs  Service Reporting  Service Dashboards Individual Service Design Activities
  • 16. 16 Constituents of a Service Customer Experience Execution Effectiveness Governance & Accountability Design From the Customer In, Not IT Out Design Management Needs In From The Start Build for the Providers Too or It Will Not Work Customers ProvidersManagers
  • 17. Toolkit: The Service Design Model A Service Design Model ensures you consider all relevant areas What it does for you: • Helps communicate the mechanics of a service end to end • Helps everyone understand the big picture and their role in it • Breaks "the service and operations problem” down to bite-sized chunks • Facilitates decision making / trade-offs as to where and how resources are used • Key executive / stakeholder and change team communication tool • Factual approach to expand the debate from tactical to strategic – i.e. from cost reduction initiatives to ‘What are we trying to do for the business?’ Service Design Model Customer Experience Governance & Compliance Technology & Support Roadmap for Change Business Goals and Strategy SDM Resources Sourcing & Alliances Assets & Finance Organization & Geography Business Processes 17
  • 18. 18 Customer Experience Governance & Compliance Technology & Support SOM Resources Sourcing & Alliances Assets & Finance Organization & Geography Business Processes Toolkit: Definitions of Model Elements The Business Processes factors show the core functions and processes related to how work is executed and delivered The Organization and Geography factors outline the organizational structure, locations of where activities occur, the sourcing of activities (external vs. internal) and the mechanism by which implementation and changes to the model will be managed The Assets & Finance factors define which activities are executed where, the scope of the service and the dependencies on specific assets, with financial and accounting considerations The Technology & Support factors outline the supplications, infrastructure and operations supporting the business Service Design Model The Resources factors outline the people implications in terms of skills and behaviours required, the expected headcount distribution and the change implications The Customer Experience factors link the value proposition to the specifics of the interactions between the customer and the entity The Culture factors (shadow ring) show the values, norms and beliefs that drive how people in the organization act Roadmap for Change The Sourcing & Alliances factors define which activities will be performed within the organization, by other parts of the parent groups and by external parties The Governance & Compliance factors outline the oversight and management structure and the major compliance activities (external vs. internal) and the mechanism by which the service is monitored and controlled.
  • 19. Customer Experience Sourcing & Alliances Business Processes Organization & Geography Governance & Compliance Resources Technology & Support Assets & Finance STRATEGY Design and Roadmap Customer Strategy Vendor Strategy Business Strategy Governance Strategy System Strategy Asset Strategy ARCHITECTURE Business, Tech & Support Components & Integrations Organization Structure Organization Structure Systems & Operations WORKFLOWS Key Business and Technology Customer Workflows Business Workflows Governance Audit & Schedule System Workflows ROLES RACI Roles and Responsibility RACI RACI RACI RACI PERFORMANCE KPIs/Metrics, Surveys and Rptg Customer KPIs Vendor KPIs Business KPIs Geo KPIs Audit KPIs Resource KPIs System KPIs Asset KPIs AGREEMENTS OLAs and SLAs Vendor SLAs Business OLAs & SLAs SBU OLAs & SLAs Management SLAs Resource SLAs System SLAs MONITORING Innovation, Risk and Lifecycle Innovation Risk Innovation & Lifecycle Risk Risk Risk Innovation & Lifecycle Risk & Lifecycle Service Operating Model Toolkit: Service Operating Model Framework 37
  • 20. 20 Toolkit: Service Design Factors and Influences
  • 21. Example: Service Package 21 Service Name Messaging and Collaboration Core Services Enabling Services Enhancing Services Options Email Network Service Desk Support Service Desk Support  8 x 5  10 x 6  7 x 24 x 365 Server  Instant Messaging Storage System Monitoring Mailbox Size (Maximum)  2 GB  10 GB  Unlimited Multi-language  Spanish  French  Japanese Account Administration Information Security Wireless Devices  Lenovo S6000  iPad Air  Samsung Galaxy S5  iPhone 5s Service Support Level  Gold  Silver  Bronze
  • 22. ________________________ Five Keys to Good Service Design 22
  • 23. 23 Provide the customer enough information to make a self-service determination… • Name & description • Fit for my use • Who can request it • Cost • Quality • Delivery time • How to request it • Service Owner If everyone owns the service, no one does KEY 1 – Clear Service Ownership
  • 24. 24 KEY 2 – User Experience Matters
  • 25. KEY 3 – To Build (a Service) or Not? 25 Worthwhile High volume Highly repetitive Simple, durable 2-3 solutions meet the 80/20 Value? Cost & Risk? Cost to build & maintain Degree of complexity Risk of failure
  • 26. 26 KEY 4 – Modular Services as CIs Build reusable service modules Combine them to create new services Manage each service as a configuration item (CI) to give you accountability A SERVICE SILO SILO SILO SILO SILOSvc Svc Svc Svc Svc
  • 27. KEY 5 - Balance Customer & Provider Needs in Design 27 Miller’s Number How Many Services? Many & Shallow? Few and Deep? Evergreen’s Numbers Taxonomy to Service
  • 28. Roadmap for Change Business Goals and Strategy Customer Experience Governance & Compliance Technology & Support SDM Resources Sourcing & Alliances Assets & Finance Organization & Geography Business ProcessesSDM Use a Service Design Process 28
  • 29. 29 Evergreen’s Employee Self-Service Catalog & Portal POWERED BY SERVICENOW
  • 30. MOST VIEWED APP on the SN App Store. Demo our Self Service Catalog & Portal yourself! One-Day, Private Service Catalog Workshop Onsite for only $3,950 Possible Next Steps? http://www.evergreensys.com 30 Request a copy of our Services Definitions Dictionary: http://content.evergreensys.com/webinar- service-definitions-dictionary-offer- exclusive
  • 31. 31 • Questions? • Thank you for your time. http://www.evergreensys.com/servicenow-service- catalog-services-workshops Wrap-Up