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IT Service Management. Using Process to Optimize Technology Resources and Delight Customers. Panel Introductions. Tracy Schroeder VP, IS&T, Boston University since 2009 CIO/VP IT, University of San Francisco, 2002 – 2009 ITIL Foundation certification, V2 and V3. Oren Sreenby
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IT Service Management Using Process to Optimize Technology Resources and Delight Customers
IT Service Management Panel Introductions • Tracy Schroeder • VP, IS&T, Boston University since 2009 • CIO/VP IT, University of San Francisco, 2002 – 2009 • ITIL Foundation certification, V2 and V3 • Oren Sreenby • Sr. Director, Emerging Technologies and Communications, University of Chicago • University of Washington1994-2010 • Brett Coryell • Deputy CIO, Emory University since August 2007 • Deputy CIO, Purdue University, 2004-2007
IT Service Management Agenda • Institution’s Experiences • Emory University • Boston University • University of Chicago • Common Themes • Discussion
Emory Overview • Emory University and Emory Healthcare: • Employees: 23,469 (includes 3,777 faculty) • Operating Budget: $3.0 billion • Endowment: $4.5 billion • Emory University • Students: 12,930 (6,980 undergrad; 5,950 grad/professional) • Sponsored Research: $535 million • Emory Healthcare • Largest healthcare system in Georgia • About 1200 licensed beds and 2M ambulatory visits/yr
Visual History of IT • 2000 • 5 orgs to 1 • Fiber rings • PS SA, HR • 2005 • Single CIO • Exchange • Wireless • Avaya (SVP) • 2007-08 • University IT • Project Mgt • IT Operations • Major reorg • 2009-11 • Budget cuts • ITIL Training • Service-now • Refine reorg 20xx Change, Incident, Catalog, Config Consolidation Foundation Projects Ops Excellence Innovation 5
Help Emory create the future. Push the line down. Objective (our vision) Budget Building Tomorrow Running Today
Our ITIL Journey Round 1 Training + Change + Problem Round 2 Training + Reorg + Incident, Catalog, SLM Round 3 Training + RIFs + SN + Incident 2, KM, Config Round 4 Limited Training + Hires + PPM, KM 2, Config 2, Problem 2, Change 4, Service Availability, SLA 2?, Catalog 2?, Request?
Service Desk • The Plan • Bring it under control • Keep it under control • Add more metrics
Good and Bad • Successes • 19 groups using the same tool in the same way • Amazing growth on a flat budget • Increased stability • Increased trust • Changed the discussion about IT at Emory • Challenges • Incredible effort to build coalition of various IT groups • Costs freed up mostly given back • Staff reductions • FCR down, not up • Ownership by managers is still elusive
Results of ITSM • 44 of 100 services had no unplanned downtime at all • 60 of 100 services achieved 99.99% availability or higher • 75 of 100 services achieved 99.90% availability or higher • Plus formation of enterprise Architecture Review Team
Results of ITSM Mean Time to Resolve Incidents FY11 so far: MTTR=53 hrs including pending; std dev = 29 hrs.
Results of ITSM “I would have killed myself last year without central IT to show the way.” “I almost feel like the teacher’s pet. It’s a little embarrassing being the example over and over again.” “The last time we did strategic planning we purpose kept IT away from the table because we knew you would hide and waste the money. We’re overdue for inviting you back to the table.”
IT Service Management About Boston University & ITIL • A major private, residential, research university with two campuses in Boston and operations throughout the world • Carnegie Classification: RU/VH • 31,766 Students • 2,622 Faculty • Began work on ITIL adoption in September, 2009
IT Service Management ITSM Goals • Build credibility through operational excellence. • Improved client experience through focus on the client perspective. • Efficiency, with a goal of ability to redirect additional resources to projects • Job satisfaction for IT staff
IT Service Management Where we started
IT Service Management Where we are going
IT Service Management Successes • Improved reliability • Service Catalog-based web site • Training, common language, goodwill • Coming soon: Ability to leverage service desk and service management system for ERP rollout
IT Service Management Before
IT Service Management Training • Initial ITIL one-day overview • Service Catalog workshop • 3 Foundation certification Trainings • ITIL Book Club • ITIL Awareness for governance committee members • ITIL Awareness+ sessions for staff and partners • 3 more Foundations trainings coming this fall
IT Service Management ERP Incident & Request Workflow Go-Live Support
IT Service Management Challenges • Defining services • Working without a real service management system • Cross-training at the service desk • Aligning service management, project management for relationship management • Understanding and applying configuration mgmt
IT Service Management PMO & SMO ITIL Roles Service Owner, input from multiple sources Relationship Manager, input from Service Level Manager Director, Manager, Lead
IT Service Management Lessons Learned • Start with training and building shared understanding • Identify a consulting partner that works for you • Don’t skip steps • Put tools in place as early as possible
Big Ten Champion in 1899, 1905, 1907, 1908, 1913, 1924 First Winner of “Downtown Athletic Club” trophy (Heisman Trophy) - Jay Berwanger, University of Chicago, 1935 Left Big Ten athletics in 1946 5,134 undergraduate students 10,492 graduate and professional students Nobel prize winners affiliated with the University of Chicago? - 86 A seriously intellectually geeky place (and proud of it).
ITSM “is a discipline for managing information technology systems, philosophically centered on the customer’s perspective of IT’s contribution to the business.” - wikipedia
ITSM at uchicago Disclaimer about me
Good Process • Don’t have to reinvent the wheel each time you go for a drive • Makes it easier to get things done • Doesn’t get in your way
How Are We Doing? • Online Now • Service Catalog • Knowledge Base • Sev. 1 Outage Process • In Development for July 2011 • Change Management • Incident Management • (basic) Service Level Documentation
Tool Criteria Web based Open interfaces We like software as service
Challenges & Lessons Learned Set priorities – decide which pain points are important to address first. Be willing to get it wrong at first and adjust as you go. Sponsorship and direction from the top is important, but… Leadership and buy-in on the ground is just as important. Good tools may help you not have to reinvent the wheels, but… Technology is not the hard part.
IT Service Management Common Themes • Customer Satisfaction AND Resource optimization • Starting with Change Management • Defining services, then defining them again • Training is worth the investment (shared vocabulary) • Building the Service Desk function • Service Management System implementation