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ITILV3 SOA Pultorak Sample 2011

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  • 7/27/2019 ITILV3 SOA Pultorak Sample 2011

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    Presentation 1

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 2

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Processes across the lifecycle pertaining to Service Offerings and Agreements

    Service Portfolio Management which provides documentation for services and prospective

    services in business terms

    Service Catalog Management which is concerned with the production and documentation of the

    Service Catalog from a business and a technical viewpoint

    Service Level Management which sets up a Service Level Agreement (SLA) structure and ensures

    that all SLAs have an underpinning support structure in place

    Demand Management which identifies Patterns of Business Activity to enable the appropriatestrategy to be implemented

    Supplier Management which ensures all partners and suppliers are managed in the appropriate

    way and includes contract management

    Financial Management which includes ensuring understanding of the service value and the

    management of all financial considerations

    Business Relationship Managers who have responsibility to represent customers and ensure the

    Service Catalog and Portfolio have the right needs

    The ITIL Intermediate Qualification: Service Offerings and Agreements (SOA) Certificate is a

    freestanding qualification, but is also part of the ITIL Intermediate Capability stream, and one of the

    courses that leads to the ITIL Expert in IT Service Management Certificate. The purpose of this courseand the associated exam and certificate is, respectively, to impart, test, and validate the knowledge on

    industry practices in Service Management as documented in the ITIL Service Lifecycle core

    publications. The ITIL Certificate in Service Offerings and Agreements is intended to enable the

    holders of the certificate to apply the practices in resolution and support of the Service Management

    Lifecycle.

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    Presentation 3

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Processes across the lifecycle pertaining to Service Offerings and Agreements

    Service Portfolio Management which provides documentation for services and prospective

    services in business terms

    Service Catalog Management which is concerned with the production and documentation of the

    Service Catalog from a business and a technical viewpoint

    Service Level Management which sets up a Service Level Agreement (SLA) structure and ensures

    that all SLAs have an underpinning support structure in place

    Demand Management which identifies Patterns of Business Activity to enable the appropriatestrategy to be implemented

    Supplier Management which ensures all partners and suppliers are managed in the appropriate

    way and includes contract management

    Financial Management which includes ensuring understanding of the service value and the

    management of all financial considerations

    Business Relationship Managers who have responsibility to represent customers and ensure the

    Service Catalog and Portfolio have the right needs

    The ITILIntermediate Qualification: Service Offerings and Agreements (SOA) Certificate is a

    freestanding qualification, but is also part of the ITILIntermediate Capability stream, and one of the

    courses that leads to the ITIL

    Expert in IT Service Management Certificate. The purpose of this courseand the associated exam and certificate is, respectively, to impart, test, and validate the knowledge on

    industry practices in Service Management as documented in the ITILService Lifecycle core

    publications. The ITILCertificate in Service Offerings and Agreements is intended to enable the

    holders of the certificate to apply the practices in resolution and support of the Service Management

    Lifecycle.

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    Presentation 4

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 5

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    The syllabus for this course specifies a terminology list. After studying this course, you are expected

    to understand the meanings of the terms on the list in the context of SOA. This list does not include

    terms that are explicitly mentioned within the learning units of this syllabusfor example, "service

    level management. The list is shown here and in the content that immediate follows; some terms are

    simply listed, as they will be defined in context later in the course.

    * These are the SOA terms that have not been defined within the modules, but are defined in the

    summary module of this course.

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    Presentation 6

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    The syllabus for this course specifies a terminology list. After studying this course, you are expected

    to understand the meanings of the terms on the list in the context of SOA. This list does not include

    terms that are explicitly mentioned within the learning units of this syllabusfor example, "service

    level management. The list is shown here and in the content that immediate follows; some terms are

    simply listed, as they will be defined in context later in the course.

    * These are the SOA terms that have not been defined within the modules, but are defined in the

    summary module of this course.

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    Presentation 7

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 8

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    This module introduces you to the concepts and terminology of the Service Lifecycle and the role of

    SOA within the Lifecycle. To meet the learning outcomes and examination level of difficulty, you

    should be able to describe:

    The concept of Service Management as a practice (SS 2.1, ST 2.1)

    The concept of Service, its value proposition and composition (SS 2.2, ST 2.2)

    The functions and process across the Lifecycle (SS 2.6, ST 2.3)

    The role of Processes in the Service Lifecycle (SS 2.6.2, SS 2.6.3)

    How Service Management creates business value (SS 3.1, SD 2.4.3, ST 2.4.3, SO 2.4.3, CSI3.7.2)

    How the processes within the Service Offerings and Agreements curriculum supports the Service

    Lifecycle (SD 2.4.5, SS 5.1 up to 5.1.2, SS 5.5.1, SS 5.3 up to 5.3.1)

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    Presentation 9

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    This learning module of this course provides an introduction to the core concepts and terminology of

    the service lifecycle stages that are related to SOA. These include select processes from service

    strategy and service design.

    SOA is a collection of relevant practices from the core guidance that are related to the creation and

    management of service offerings and the agreements required to support them. The relevant

    introduction to SOA includes an overview only, of two other processes: strategy management for IT

    services, and design coordination.

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    Presentation 10

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    This learning module of this course provides an introduction to the core concepts and terminology of

    the service lifecycle stages that are related to SOA. These include select processes from service

    strategy and service design.

    SOA is a collection of relevant practices from the core guidance that are related to the creation and

    management of service offerings and the agreements required to support them. The relevant

    introduction to SOA includes an overview only, of two other processes: strategy management for IT

    services, and design coordination.

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    Presentation 11

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    The ITIL core consists of five lifecycle publications. Each provides part of the guidance necessary for

    an integrated approach as required by the ISO/IEC 20000 standard specification.The ITIL guidance is

    structure in the five stages of the service lifecycle as shown in SS Figure 1.1, with a core publication

    providing best-practice guidance for each stage.This guidance includes key principles, required

    processes and activities, organization and roles, technology, associated challenges, critical success

    factors and risks. The service lifecycle uses a hub-and-spoke design, with service strategy at the hub,

    and service design, transition and operation as the revolving lifecycle stages or spokes. Continual

    service improvement surrounds and supports all stages of the service lifecycle. Each stage of thelifecycle exerts influence on the others and relies on them for inputs and feedback. In this way, a

    constant set of checks and balances throughout the service lifecycle ensures that as business demand

    changes with business need, the services can adapt and respond effectively.

    Each of the five core publications addresses capabilities having direct impact on a service providers

    performance. The core is expected to provide structure, stability and strength to service management

    capabilities, with durable principles, methods and tools. This serves to protect investments and provide

    the necessary basis for measurement, learning and improvement. The introductory guide,Introduction

    to the ITIL Service Lifecycle, provides an overview of the lifecycle stages described in the ITIL core.

    ITIL guidance can be adapted to support various business environments and organizational strategies.Complementary ITIL publications provide flexibility to implement the core in a diverse range of

    environments. Practitioners can select complementary publications as needed to provide traction for

    the ITIL core in a given context, in much the same way as tires are selected based on the type of

    vehicle, purpose and road conditions. This is to increase the durability and portability of knowledge

    assets and to protect investments in service management capabilities. See http://www.itil-

    officialsite.com/Publications/Complementary.aspx for up to date information on complementary

    publications.

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    Presentation 12

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Service Strategydefines the perspective, position, plans and patterns that a service provider needs to execute

    to meet an organizations business outcomes. Service strategy includes the following processes: strategy

    management for IT services, service portfolio management, financial management for IT services, demand

    management, and business relationship management. Although these processes are associated with service

    strategy, most processes have activities that take place across multiple stages of the service lifecycle.

    Service Designincludes the design of the services, governing practices, processes and policies required to

    realize the service providers strategy and to facilitate the introduction of services into supported environments.

    Service design includes the following processes: design coordination, service catalog management, service level

    management, availability management, capacity management, IT service continuity management, informationsecurity management, and supplier management. Although these processes are associated with service design,

    most processes have activities that take place across multiple stages of the service lifecycle.

    Service Transitionensures that new, modified or retired services meet the expectations of the business as

    documented in the service strategy and service design stages of the lifecycle. Service transition includes the

    following processes: transition planning and support, change management, service asset and configuration

    management, release and deployment management, service validation and testing, change evaluation, and

    knowledge management. Although these processes are associated with service transition, most processes have

    activities that take place across multiple stages of the service lifecycle.

    Service Operationcoordinates and carries out the activities and processes required to deliver and manage

    services at agreed levels to business users and customers. Service operation also manages the technology that is

    used to deliver and support services. Service operation includes the following processes: event management,

    incident management, request fulfillment, problem management, and access management. Service operationalso includes the following functions: service desk, technical management, IT operations management, and

    application management. Although these processes and functions are associated with service operation, most

    processes and functions have activities that take place across multiple stages of the service lifecycle.

    Continual Service Improvementensures that services are aligned with changing business needs by identifying

    and implementing improvements to IT services that support business processes. The performance of the IT service

    provider is continually measured and improvements are made to processes, IT services and IT infrastructure in

    order to increase efficiency, effectiveness and cost effectiveness. Continual service improvement includes the

    seven-step improvement process. Although this process is associated with continual service improvement, most

    processes have activities that take place across multiple stages of the service lifecycle.

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    Presentation 13

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    At the center of the service lifecycle is service strategy. Value creation begins here with understanding

    organizational objectives and customer needs. Every organizational asset including people, processes

    and products should support the strategy.

    ITIL Service Strategy provides guidance on how to view service management not only as an

    organizational capability but as a strategic asset. It describes the principles underpinning the practice

    of service management which are useful for developing service management policies, guidelines and

    processes across the ITIL service lifecycle.

    Topics covered in ITIL Service Strategy include the development of market spaces, characteristics of

    internal and external provider types, service assets, the service portfolio and implementation of

    strategy through the service lifecycle. Business relationship management, demand management,

    financial management, organizational development and strategic risks are among the other major

    topics.

    Organizations should use ITIL Service Strategy to set objectives and expectations of performance

    towards serving customers and market spaces, and to identify, select and prioritize opportunities.

    Service strategy is about ensuring that organizations are in a position to handle the costs and risks

    associated with their service portfolios, and are set up not just for operational effectiveness but fordistinctive performance.

    Organizations already practising ITIL can use ITIL Service Strategy to guide a strategic review of

    their ITIL-based service management capabilities and to improve the alignment between those

    capabilities and their business strategies. ITIL Service Strategy will encourage readers to stop and

    think about why something is to be done before thinking of how.

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    Presentation 14

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    For services to provide true value to the business, they must be designed with the business objectives

    in mind. Design encompasses the whole IT organization, for it is the organization as a whole that

    delivers and supports the services. Service design is the stage in the lifecycle that turns a service

    strategy into a plan for delivering the business objectives.

    ITIL Service Design provides guidance for the design and development of services and service

    management practices. It covers design principles and methods for converting strategic objectives into

    portfolios of services and service assets. The scope of ITIL Service Design is not limited to newservices. It includes the changes and improvements necessary to increase or maintain value to

    customers over the lifecycle of services, the continuity of services, achievement of service levels, and

    conformance to standards and regulations. It guides organizations on how to develop design

    capabilities for service management.

    Other topics in ITIL Service Design include design coordination, service catalog management, service

    level management, availability management, capacity management, IT service continuity

    management, information security management and supplier management.

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    Presentation 15

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 16

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 17

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    ITIL Service Transition also introduces the service knowledge management system, which can support

    organizational learning and help to improve the overall efficiency and effectiveness of all stages of the

    service lifecycle. This will enable people to benefit from the knowledge and experience of others,

    support informed decision-making, and improve the management of services.

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    Presentation 18

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Strategic objectives are ultimately realized through service operation, therefore making it a critical

    capability. ITIL Service Operation provides guidance on how to maintain stability in service

    operation, allowing for changes in design, scale, scope and service levels. Organizations are provided

    with detailed process guidelines, methods and tools for use in two major control perspectives: reactive

    and proactive. Managers and practitioners are provided with knowledge allowing them to make better

    decisions in areas such as managing the availability of services, controlling demand, optimizing

    capacity utilization, scheduling of operations, and avoiding or resolving service incidents and

    managing problems. New models and architectures such as shared services, utility computing, webservices and mobile commerce to support service operation are described.

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    Presentation 19

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    ITIL Continual Service Improvement describes best practice for achieving incremental and large-scale

    improvements in service quality, operational efficiency and business continuity, and for ensuring that

    the service portfolio continues to be aligned to business needs. Guidance is provided for linking

    improvement efforts and outcomes with service strategy, design, transition and operation. A closed

    loop feedback system, based on the Plan-Do-Check-Act (PDCA) cycle, is established. Feedback from

    any stage of the service lifecycle can be used to identify improvement opportunities for any other stage

    of the lifecycle.

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    Presentation 20

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 21

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 22

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    ITIL Processes and Functions Across the Lifecycle Mapping. This diagram shows how the different

    processes and functions are mapped within the different Service Lifecycle processes.

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    Presentation 23

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Although senior IT executives will participate in this level of strategy management, most IT

    organizations use this process to manage a service strategy which forms part of the overall enterprise

    strategy.

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    Presentation 24

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 25

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

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    Presentation 26

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Strategy management is the responsibility of the executives of an organization. It enables them to set

    the objectives of the organization, to specify how the organization will meet those objectives and to

    prioritize investments required to meet them. However, in medium to large organizations it is unlikely

    that the executives themselves will conduct the assessments, draft the strategy documents and manage

    the execution. This is normally performed by a dedicated strategy and planning manager reporting

    directly into the board of directors.

    An organizations strategy is not limited to a single document or department. The overall strategy ofan organization will be broken down into a strategy for each unit of the business.SS Figure 4.1 gives

    an example of how a business strategy might be broken down into strategies for IT and for

    manufacturing. There are likely to be several strategies within each organization. Strategy

    management for the enterprise has to ensure that these are all linked and consistent with one another.

    Strategy management for IT services has to ensure that the services and the way they are managed

    support the overall strategy of the enterprise.

    In an external service provider, the business strategy might be related to IT services delivered to an

    external customer, and the IT strategy would be related to how those services will be delivered and

    supported. At the same time, external service providers do not just provide IT services to customers.

    They are also consumers of their own (and potentially other third-party) IT services. External serviceproviders also have internal IT service requirements that must be met to enable them to survive.

    Key message

    A service strategy is a subset of the overall strategy for the organization. In the case of an IT

    organization, the IT strategy will encompass the IT service strategy.

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    Presentation 27

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    The scope of strategy management is illustrated in SS Figure 4.2. This diagram shows how a businessstrategy is used to develop a set of tactics (detailed approaches, processes and techniques that will beused to achieve strategic objectives) and operations (specific procedures, technologies and activitiesthat will be executed by individuals and teams). The IT strategy (and therefore also the strategy for IT

    services) is derived from the business strategy, but it also provides validation of the business strategy.The IT strategy can determine whether a strategic objective is technologically possible, and what levelof investment would be required to meet that objective. The business is then able to decide on whetherthe objective should be included and at what priority.

    IT tactics are partly determined by the IT strategy, but also by the business tactics. For example, if abusiness tactic requires compliance with a regulation or standard, then IT will have to ensure that itstactics support this. If they do not, the business and IT can then decide what level of investment isrequired to address the situation. IT tactics can also help the business determine whether their tacticsare appropriate. For example, defining how a sales team will work will partly depend on what type ofsales automation services are provided by IT. Again, if the limits imposed by IT are too rigid, then the

    business and IT can investigate what level of investment would resolve the situation, and whether thisis appropriate.IT operations are derived from the IT tactics, but also by the requirements of business operations. Theway in which the different operational environments are coordinated and how they interact is veryimportant to strategy management for IT services. It is only once a strategy has been executed that itcan be validated. Assessment of the actual performance of activities and services can indicate whether

    the parameters used in setting the strategy were accurate, and can also validate any assumptions made.Also in SS Figure 4.2 IT strategy is related (using a dotted line) to business tactics.Since both ITstrategy and business tactics are derived from the business strategy, they have to be checked to ensureconsistency. IT should not define a strategy that clashes with the business tactics. Also, the businesstactics should not make a tactical decision about how IT services are going to be used if the IT strategydoes not allow for that type of usage.A similar relationship exists between business operation and IT tactics. Since IT exists to support the

    business, it is important that any tactic they deploy needs to be valid for business operation.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Strategy management for IT services is intended for managing the strategy of a service provider. It

    will include a specification of the type of services it will deliver, the customers of those services and

    the overall business outcomes to be achieved when the service provider executes the strategy. The IT

    service strategy is a subset of the IT strategy that, in addition to the IT service strategy, includes

    strategies for IT architecture, portfolio management (other than services), application management,

    infrastructure management, project management, technological direction etc.

    The strategy of an individual service is defined during the service portfolio management process anddocumented in the service portfolio. This will include a description of the specific business outcomes

    that the service will support, and also define how the service will be delivered. The information in the

    service portfolio will be used as input into the process of defining the service providers strategy.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    The strategy of an organization articulates its objectives, and defines how it will meet those objectivesand how it will know it has met those objectives. Without a strategy the organization will only be ableto react to demands placed by various stakeholders, with little ability to assess each demand and howthey will impact the organization. In these cases the actions of the organizations tend to be led bywhoever is making the loudest demands, rather than by what is best for the organization. Strategy

    becomes a function of organizational politics and self-interest, rather than the overall achievement ofits objectives. A well-defined and managed strategy ensures that the resources and capabilities of theorganization are aligned to achieving its business outcomes, and that investments match the

    organizations intended development and growth.Strategy management ensures that all stakeholders are represented in deciding the appropriatedirection for the organization and that they all agree on its objectives and the means wherebyresources, capabilities and investment are prioritized. Strategy management also ensures that theresources, capabilities and investments are appropriately managed to achieve the strategy.For a service provider, strategy management for IT services ensures that it has the appropriate set ofservices in its service portfolio, that all of its services have a clear purpose, and that everyone in theservice provider organization knows their role in achieving that purpose.For the customer of the service provider, strategy management for IT services enables them toarticulate clearly their business priorities in a way that is understandable to the service provider. Theservice provider is then able to make a decision about how to respond to the customer. In some cases,the customer demand represents a departure from the service providers strategy. The service provider

    will use strategy management for IT services to make a decision about whether to change theirstrategy, or whether to turn down the business. Where the service provider is an internal ITorganization the second option is not always possible, and in these cases they will use strategymanagement for IT services to work with the business units to make them aware of the impact of theirdemand on the current strategy. The business executives will be able to work with IT either to changethe existing strategy, or to decline the opportunity.In other cases, customer demands do not change the service providers strategy, but will require it tochange its priorities. Strategy management for IT services enables the service provider to determinethe best way to change its priorities and balance its resources, capabilities and investments.

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    Presentation 30

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    The ITIL core consists of five lifecycle publications. Each provides part of the guidance necessary for

    an integrated approach as required by the ISO/IEC 20000 standard specification.The ITIL guidance is

    structure in the five stages of the service lifecycle as shown in SD Figure 1.1, with a core publication

    providing best-practice guidance for each stage.This guidance includes key principles, required

    processes and activities, organization and roles, technology, associated challenges, critical success

    factors and risks. The service lifecycle uses a hub-and-spoke design, with service strategy at the hub,

    and service design, transition and operation as the revolving lifecycle stages or spokes. Continual

    service improvement surrounds and supports all stages of the service lifecycle. Each stage of thelifecycle exerts influence on the others and relies on them for inputs and feedback. In this way, a

    constant set of checks and balances throughout the service lifecycle ensures that as business demand

    changes with business need, the services can adapt and respond effectively.

    Each of the five core publications addresses capabilities having direct impact on a service providers

    performance. The core is expected to provide structure, stability and strength to service management

    capabilities, with durable principles, methods and tools. This serves to protect investments and provide

    the necessary basis for measurement, learning and improvement. The introductory guide,Introduction

    to the ITIL Service Lifecycle, provides an overview of the lifecycle stages described in the ITIL core.

    ITIL guidance can be adapted to support various business environments and organizational strategies.Complementary ITIL publications provide flexibility to implement the core in a diverse range of

    environments. Practitioners can select complementary publications as needed to provide traction for

    the ITIL core in a given context, in much the same way as tires are selected based on the type of

    vehicle, purpose and road conditions. This is to increase the durability and portability of knowledge

    assets and to protect investments in service management capabilities. See http://www.itil-

    officialsite.com/Publications/Complementary.aspx for up to date information on complementary

    publications.

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    Presentation 31

    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Service Strategydefines the perspective, position, plans and patterns that a service provider needs to execute

    to meet an organizations business outcomes. Service strategy includes the following processes: strategy

    management for IT services, service portfolio management, financial management for IT services, demand

    management, and business relationship management. Although these processes are associated with service

    strategy, most processes have activities that take place across multiple stages of the service lifecycle.

    Service Designincludes the design of the services, governing practices, processes and policies required to

    realize the service providers strategy and to facilitate the introduction of services into supported environments.

    Service design includes the following processes: design coordination, service catalog management, service level

    management, availability management, capacity management, IT service continuity management, informationsecurity management, and supplier management. Although these processes are associated with service design,

    most processes have activities that take place across multiple stages of the service lifecycle.

    Service Transitionensures that new, modified or retired services meet the expectations of the business as

    documented in the service strategy and service design stages of the lifecycle. Service transition includes the

    following processes: transition planning and support, change management, service asset and configuration

    management, release and deployment management, service validation and testing, change evaluation, and

    knowledge management. Although these processes are associated with service transition, most processes have

    activities that take place across multiple stages of the service lifecycle.

    Service Operationcoordinates and carries out the activities and processes required to deliver and manage

    services at agreed levels to business users and customers. Service operation also manages the technology that is

    used to deliver and support services. Service operation includes the following processes: event management,

    incident management, request fulfillment, problem management, and access management. Service operationalso includes the following functions: service desk, technical management, IT operations management, and

    application management. Although these processes and functions are associated with service operation, most

    processes and functions have activities that take place across multiple stages of the service lifecycle.

    Continual ServiceImprovementensures that services are aligned with changing business needs by identifying

    and implementing improvements to IT services that support business processes. The performance of the IT service

    provider is continually measured and improvements are made to processes, IT services and IT infrastructure in

    order to increase efficiency, effectiveness and cost effectiveness. Continual service improvement includes the

    seven-step improvement process. Although this process is associated with continual service improvement, most

    processes have activities that take place across multiple stages of the service lifecycle.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    At the center of the service lifecycle is service strategy. Value creation begins here with understanding

    organizational objectives and customer needs. Every organizational asset including people, processes

    and products should support the strategy.

    ITIL Service Strategy provides guidance on how to view service management not only as an

    organizational capability but as a strategic asset. It describes the principles underpinning the practice

    of service management which are useful for developing service management policies, guidelines and

    processes across the ITIL service lifecycle.

    Topics covered in ITIL Service Strategy include the development of market spaces, characteristics of

    internal and external provider types, service assets, the service portfolio and implementation of

    strategy through the service lifecycle. Business relationship management, demand management,

    financial management, organizational development and strategic risks are among the other major

    topics.

    Organizations should use ITIL Service Strategy to set objectives and expectations of performance

    towards serving customers and market spaces, and to identify, select and prioritize opportunities.

    Service strategy is about ensuring that organizations are in a position to handle the costs and risks

    associated with their service portfolios, and are set up not just for operational effectiveness but fordistinctive performance.

    Organizations already practising ITIL can use ITIL Service Strategy to guide a strategic review of

    their ITIL-based service management capabilities and to improve the alignment between those

    capabilities and their business strategies. ITIL Service Strategy will encourage readers to stop and

    think about why something is to be done before thinking of how.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    For services to provide true value to the business, they must be designed with the business objectives

    in mind. Design encompasses the whole IT organization, for it is the organization as a whole that

    delivers and supports the services. Service design is the stage in the lifecycle that turns a service

    strategy into a plan for delivering the business objectives.

    ITIL Service Design provides guidance for the design and development of services and service

    management practices. It covers design principles and methods for converting strategic objectives into

    portfolios of services and service assets. The scope of ITIL Service Design is not limited to newservices. It includes the changes and improvements necessary to increase or maintain value to

    customers over the lifecycle of services, the continuity of services, achievement of service levels, and

    conformance to standards and regulations. It guides organizations on how to develop design

    capabilities for service management.

    Other topics in ITIL Service Design include design coordination, service catalog management, service

    level management, availability management, capacity management, IT service continuity

    management, information security management and supplier management.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    ITIL Service Transition also introduces the service knowledge management system, which can support

    organizational learning and help to improve the overall efficiency and effectiveness of all stages of the

    service lifecycle. This will enable people to benefit from the knowledge and experience of others,

    support informed decision-making, and improve the management of services.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    Strategic objectives are ultimately realized through service operation, therefore making it a critical

    capability.ITIL Service Operation provides guidance on how to maintain stability in service operation,

    allowing for changes in design, scale, scope and service levels. Organizations are provided with

    detailed process guidelines, methods and tools for use in two major control perspectives: reactive and

    proactive. Managers and practitioners are provided with knowledge allowing them to make better

    decisions in areas such as managing the availability of services, controlling demand, optimizing

    capacity utilization, scheduling of operations, and avoiding or resolving service incidents and

    managing problems. New models and architectures such as shared services, utility computing, webservices and mobile commerce to support service operation are described.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    ITIL Continual Service Improvement describes best practice for achieving incremental and large-scale

    improvements in service quality, operational efficiency and business continuity, and for ensuring that

    the service portfolio continues to be aligned to business needs. Guidance is provided for linking

    improvement efforts and outcomes with service strategy, design, transition and operation. A closed

    loop feedback system, based on the Plan-Do-Check-Act (PDCA) cycle, is established. Feedback from

    any stage of the service lifecycle can be used to identify improvement opportunities for any other stage

    of the lifecycle.

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    2011 by Pultorak & Associates, Ltd. All rights reserved.Course 4276 Service Offerings and Agreements v2.1

    www.pultorak.com(206) 729-1107

    The activities of the service design stage are detailed and complex. Only through well-coordinated

    action can a service provider hope to create comprehensive and appropriate designs that will support

    the achievement of the required business outcomes.

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    www.pultorak.com(206) 729-1107

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    www.pultorak.com(206) 729-1107

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    The scope of the design coordination process includes all design activity, particularly all new or

    changed service solutions that are being designed for transition into (or out of, in the case of a service

    retirement) the live environment.

    Some design efforts will be part of a project, whereas others will be managed through the change

    process alone without a formally defined project. Some design efforts will be extensive and complex

    while others will be simple and swift. Not every design activity requires the same level of rigor to

    ensure success, so a significant number of design efforts will require little or no individual attention

    from the design coordination process. Most design coordination process activity focuses around thosedesign efforts that are part of a project, as well as those that are associated with changes of defined

    types. Typically, the changes that require the most attention from design coordination are major

    changes, but any change that an organization believes could benefit from design coordination may be

    included.

    Each organization should define the criteria that will be used to determine the level of rigour or

    attention to be applied in design coordination for each design. Some organizations take the perspective

    that all changes, regardless of how small in scope, have a design stage, as it is important that all

    changes have clear and correct plans for how to implement them. In this perspective, the lifecycle

    stage of service design still occurs, even if the designs for simple or standard changes are usually pre-

    built and are reused frequently and quickly. Sometimes the stage is quite complex and long and

    sometimes it is simply a rapid check that the right design (procedure) is being used. Otherorganizations take the perspective that only changes that fit certain criteria, such as those associated

    with a project or major change, have a formal service design stage. In this perspective, changes that

    fail to meet the agreed criteria may be considered out of the scope of this process.

    Whichever perspective is adopted by an organization, the end result should be more successful

    changes that deliver the required business outcomes with minimal disruption or other negative impacts

    on business operations. If an organizations approach produces that result, then the organization is

    performing design coordination correctly


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