firefighting and heroics to process and planning: starting up an itil induced organization beth...

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FIREFIGHTING AND HEROICS TO PROCESS AND PLANNING: STARTING UP AN ITIL INDUCED ORGANIZATION Beth Schaefer and Mark Rank | March 16, 2010

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FIREFIGHTING AND HEROICS TO PROCESS AND PLANNING: STARTING UP AN ITIL INDUCED

ORGANIZATIONBeth Schaefer and Mark Rank | March 16, 2010

UW-MILWAUKEE

Enrollment 30,455

Undergraduate 25,239

Masters & Doctoral 5,216

Faculty & Staff 3,756

Central IT staff 125

IT student staff 175

Schools & Colleges 12

Programs:

Undergraduate 84

Masters 48

Doctoral 24

 TODAY WE WILL BE COVERING

Our motivations

What are we doing now

Where we are going

The challenges we’ve faced

MOTIVATION 

We had fires burning… Off hours emergencies Unstable infrastructure New initiatives appearing out of no where

We threw up our hands and said “What are we going to do to fix it”

DISRUPTIVE OPPORTUNITY

At the architecture level we were trying to understand our current state, but we were struggling with a framework 

And then some staff went to an ITIL presentation by George Spalding

A division wide Operations Team was being formed 

DISRUPTIVE OPPORTUNITY

Budgets were getting tight 

Expected to "Do Less with Less" but to do things with higher quality and effectiveness

Needed a framework to link requirements engineering, project mgmt and strategic communication efforts

WE HAD PARTS OF THE PICTURE 

Architecture frameworks Project management best practices Requirements engineering

Operational aspects weren’t covered Needed a framework to tie things together

THE KICKOFF

A proposal was drafted in Feburary 2009 to implement the ITSM/ITIL best practices framework

Proposal was circulated among the CIO Leadership Team, Architecture Team and newly created Operational Team

WHY ITIL?

There was not a systematic choice to use ITIL Local Peers started to implement ITIL ITIL V3 was a “Hot Topic" at the time "As good as anything to start with"  “Drank the Kool-Aid”

HOW WE ORGANIZED THE EFFORT

Played the ITIL "Hot Potato" game with Leadership teams

Ended up forming coordination team composed of a few members from the leadership teams

Decision to have a “managed organic” process

WHERE WE STARTED

Identified three items that we were already doing that were ITIL'ish to start the conversation

Introduction of the topic at all staff meetings

Waves of ITIL online orientation  Feedback sessions after the orientation Got the manuals so people could start reading 

WHAT ARE WE DOING NOW 

Service Catalog/Service Portfolio

First steps at basic portfolio management

First steps at service design

First steps at change management (Change Advisory Documents)

WHERE ARE WE GOING

Better basis for gathering metrics

Process for new services and retirement of old

Gaining better communication within the campus community about our services

Framework with project management, requirements gathering and ITIL

WHAT HAVE BEEN THE CHALLENGES 

Managing the amount of change Keeping it in the bounds of what can be accepted Iterating processes without frustrating staff Getting enough people oriented to the terminology,

concepts and definitions Giving already overcommitted staff time to follow through

on new initiatives

WHAT HAVE BEEN THE CHALLENGES

Changing the culture "Rewarding fire fighting" to "Rewarding successful

service management”

Chicken and egg problem of service catalog and portfolio Deciding what should initially be defined Defining service owners

LESSONS LEARNED SO FAR

Figure out who will coordinate early Introduce the concepts and listen for feedback,

especially from any training or orientation Start to use the terminology as soon as possible Have a basic portfolio management process from

the start, even if you don’t have a portfolio

QUESTIONS TO ASK

Why do you want to implement ITIL?

What are the goals you are trying to accomplish?

Where can you can a quick win for your organization?

What are the processes you have already for a base to start with?

THANK YOU