itil methodology. Introduction to ITIL

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  • IT management knows several approaches. The main difference between them is priorities. One method focuses on technology (IT Systems Management), the other on services (IT Service Management). The latter is referred to by the acronym ITSM and is often found accompanied by another concept: Information Technology Infrastructure Library, or ITIL. In this part of a series of articles on ITIL, we will look at the role of best practices in ITSM, as well as take an excursion into the history of the origins of ITIL and give a brief overview of the methodology.

    What came first: ITSM or ITIL?

    In relation to two key concepts of the service approach, the well-known dilemma of the egg and the chicken applies - which comes first? To explain the relationship between ITSM and ITIL, Stuart Rance from the IT company BMC wrote the article “ITSM vs. ITIL: What’s the Difference? It begins with a clear delineation of the scope and the formulation of a key statement: there is no “or” between ITSM and ITIL. And that's why.

    If we transfer these concepts into everyday life, ITSM can be compared to an approach to operating a bar, all processes of which are primarily focused on the tastes, preferences and convenience of the client. Then the book about the client approach in the bar business by Jon Taffer, an American consultant and writer, is ITIL.

    In other words, ITSM is a way of running an IT business, and ITIL is the best practices. However - and this is important - ITIL is not a recognized standard, but a framework that contains best practices, rather than step-by-step instructions that must be followed. According to Steven Weil, senior security consultant at security consultancy Seitel Leeds & Associates, “ITIL does not contain specific, detailed descriptions of how processes should be implemented, as these will be different in every organization. In other words, ITIL tells an enterprise what to do, but not how to do it.”

    It turns out that, according to the meaning inherent in these two concepts, the very idea of ​​service-oriented IT first arose, which later became the reason for the emergence of an orderly support system.

    The essence of ITSM

    The role of ITSM is to serve as a bridge between the development and the user, who can be either a non-technical employee of the organization or a customer.

    L.F. Popova in her work “The Impact of Information Technologies on the Formation of Sustainable Development of an Enterprise” points to “a reduction in the volume of personnel associated with the collection and processing of information, an increase in the quality and speed of communication” under the influence of information technologies on organizational activities. However, sometimes automation creates imbalances between departments and other departments (or clients).

    In such a situation, IT departments concentrate on technological problems, but at the same time there are at least two other aspects that affect performance: compliance with the needs of end users (employees and customers to whom the IT product will be delivered) and cost efficiency (optimal cost of selling the product in accordance with the budget).

    ITSM focuses on these aspects and brings a better understanding of what the business needs and why, that is, it acts as the foundation for repeatable and scalable processes, reducing the distance between end users and the IT department. This sets realistic expectations for customers and minimizes delays between problem discovery and resolution.

    Thus, ITSM focuses on processes such as supporting and delivering IT services, understanding the current state of the IT infrastructure, finding best IT management practices by finding a common language between users and performers, and creating a technology path for the business.

    ITIL as the basis of ITSM

    As noted above, ITIL provides guidelines for implementing ITSM. The IT Infrastructure Library has a rather interesting origin: its history is closely connected with the British Crown. ITIL was developed in the late 1980s by the Central Computer and Telecommunications Agency (CCTA) in the UK. The reason for ordering a full set of best IT practices was the low quality of IT services provided to the British government.

    Thus, ITIL was intended to improve service and at the same time reduce maintenance costs. ITIL is now a trademark of AXELOS, a joint venture between the UK Government Office and London-based Capita.

    / photo Witizia

    As ITIL expert Amanda Fairbrother tells Quora users, the government commissioned a study to determine the best practices used by 2,500 different organizations - large and small, public and private, across all industries. The result of the work was a set of guidelines for Government Information Technology Infrastructure Management, which formed the basis of the first version of ITIL. It was published in 1989 and had forty volumes. A year later, the library began to spread around the world beyond the UK.

    In 2001, the world saw ITIL v2, where the focus shifted to the process component (from technical aspects), and the number of volumes was reduced to seven. This was preceded by the use of ITIL fundamentals by Microsoft in 2000 to create its own methodological model, the Microsoft Operational Framework (MOF).

    In 2007, ITIL v3 was released. The number of volumes was again reduced (to five), and the emphasis was placed on the life cycle of an IT service: strategy, design, transformation, operation, continuous improvement of services. The main message of ITIL v3 in the current edition was the falsity of the “process for the sake of process” approach.

    The commercial potential of ITIL received widespread recognition in the early 90s, as a number of private organizations and the British Civil Service College became ITIL training platforms. At the same time, the ISEB certification commission, part of the British Computer Society (BCS), joined the first tests for the ITIL certificate.

    Gradually, organizations from all industries, both private and public, began to realize the benefits of ITIL. This was facilitated by the launch of the IT Service Management Forum association in the first half of the 1990s by the UK and the Netherlands with the aim of disseminating the methodology in Europe. As of 2016, it has 6 thousand participants around the world.

    At this stage, a number of companies such as HP, IBM, Procter & Gamble and DHL began investing heavily in ITIL. As for the USA, ITIL “got there” relatively late. However, in his study, Mauricio Marrone, a doctor of economics, states that as of 2009, 45% of respondents from 364 US companies were using ITIL, and 15% were planning to do so.

    ITIL today

    As already noted, the ITIL methodology includes the following stages of service life cycle assessment: strategy, design, transformation, operation, continuous improvement. Strategy is a key element of the ITIL life cycle. It sets the bar that an IT service delivered by an organization must meet. A service strategy, like other stages of the ITIL life cycle, consists of various processes, sets of activities designed to accomplish a specific task. Every process has inputs, outputs, and results to generate change.

    The processes also involve a feedback system to evaluate results and improve the quality of services. The final product of this phase is a document that captures a detailed description of the client's needs, potential market and required services, as well as the main inputs for the service design phase. The strategic phase consists of three main processes: financial management, demand management and service portfolio management (SPM).

    Service design is the life cycle stage of a new or modified service that is designed and prepared for the transformation phase. The main task here is to develop a final solution to meet business needs. As Alison Cartlidge of the IT Service Management Forum says, service design should be a holistic process and consider four factors: people (skills and competencies involved in delivering services), products (technology and management), processes (roles and activities ), partners (manufacturers, developers). As a result, this stage involves the formation of a package of documents called Service Design Package (SDP), containing a detailed design specification. The SDP will be the guiding document for selecting a solution during the transformation phase.

    The service transformation phase implements the required service solutions that are tailored to meet business needs. Here the planning of the required resources is carried out in accordance with the estimated cost and quality. The three main processes in this phase are change management, service asset and configuration management (SACM), and service knowledge management. The remaining four processes cover transformation and support planning and release and deployment management.

    As for the operational phase, the focus is on conducting and managing ongoing IT activities. The phase contains many processes to support the efficient and smooth operation of IT services. The main focus is on current activities, collecting information and recording irregular violations. The main processes that form this phase are event management, incident management, problem management, access management and service requests.

    The last stage of the service life cycle is continuous improvement of services. The implementation of this stage is not an easy task, since it requires changes in management, personnel attitudes and the elevation of continuous improvement to the rank of the main value.

    Thus, ITIL leads to better connections between IT and customer needs, resulting in improved service delivery and increased customer satisfaction. This leads to lower costs by increasing resource efficiency. For example, according to a Gartner study, a number of Japanese companies that used the ITIL process were able to reduce the impact of human factors in release management by 20% per year and reduce production costs by 30% in three years. In addition, ITIL methods create transparency when working with IT assets and more stable conditions to support constant business changes.

    Information technology and enterprise management Baronov Vladimir Vladimirovich

    ITIL/ITSM standards

    ITIL/ITSM standards

    In modern conditions, there is a shift in emphasis in the management of an enterprise's IT service, due to the fact that in fact the business units of an enterprise consume not information systems, but services (solving business problems and tasks using information technologies), which should be assessed not only by the functionality provided , but also in terms of quality of service (see introduction). At the same time, the management model of an enterprise's IT service is seriously changing; the object of management becomes a service (and not an information system), and the goal is to solve a business problem (and not provide technical capabilities for using IS).

    The main ideas of this approach were embodied in the following standards:

    ITIL–IT Infrastructure Library, a project to systematize best practices in information technology management;

    ITSM – IT Service Management, IS service process model.

    The original owner of the project was the CCTA organization - Central Computing & Telecommunications Agency (UK). Currently, the owner of the project is OGC – Office of Government Commerce (UK). The TSO (The Stationery Office) organization publishes books outlining ITIL/ITSM standards.

    The beginning of the project dates back to the 80s of the last century, and at the end of the 1980s. The ITIL community was formed as part of the CCTA (OGC). In the 90s, a library of books of standards was formed and the interest of non-governmental organizations appeared. At the end of the 1990s. – ITIL is becoming a de facto standard. Today, the ITIL/ITSM standards consist of 15 books covering all major areas of information technology management, including examples.

    ITSM is based on the concepts of service and process. The main differences between IT service management and information systems management are as follows:

    The business formulates requirements for IT services, and the IT service ensures their implementation;

    Information systems for the IT service have the status of a resource;

    The financial result of an IT service is determined in the traditional way for a business unit: income from the provision of services minus the costs of their development, implementation and maintenance;

    Control of the activities of the IT service is carried out on the basis of indicators that are valuable from the perspective of the client (using the services);

    Transparency of the IT service's activities is ensured by formalizing management procedures in the form of a package of documents that serve as the regulatory framework for all business processes of the IT service.

    Let's look at the last point in more detail. The ITIL regulatory framework includes the following documents: service level agreement (SLA), which regulates the services themselves, resources, rights and obligations of the parties; a quality assurance plan describing possible failures and measures to prevent and eliminate them; agreement on interaction within the IT service (OLA). The main SLA document contains a list of parties indicating roles and responsibilities, a catalog of services and a detailed description of each of them (including functional and service quality requirements), reporting requirements, a description of control mechanisms and dispute resolution.

    The transition to the ITIL/ITSM model provides a unified mechanism for assessing, planning, implementing and technical support of IT services, and the formalization of management procedures ensures their transparency.

    The ITIL/ITSM standard has the status of a freely distributed model and is today the most popular approach to managing IT services. It can most accurately be defined as a belief system. It is applicable to all sectors and organizations of any size and can be implemented in whole or in part, in both canonical and modified form. The ITIL/ITSM standard does not describe organizational units and their functions, but processes, and it does not contain quantitative requirements (for example, the number of administrators per number of users) or requirements for the software used.

    The standard focuses on users of IT services, on improving communications with the IT department and more effective use in IT business.

    All books of ITIL/ITSM standards are labeled “Library of the best international experience in the field of information technology.”

    ITIL standard

    About business prospects (The Business Perspective Set). On the role of information technology for modern business and the change in their influence in the modern dynamic world;

    Managers Set. About the organization of interaction with clients, planning, organization and control of services, experience in management issues, quality management;

    About service support set. All services provided by the IT department to ensure the functioning of application business services. The hierarchy of criteria for selecting funds to support services is considered;

    About the provision of services (Service Delivery Set). Issues related to the provision of services: conditions for their availability, continuity of provision, cost management, quality assurance, as well as tools for implementing the above ideas;

    Software Support Set. Issues of licensing and ensuring the functioning of software;

    About the operational functioning of computers (Computer Operations Set). All aspects of the daily operational functioning of equipment and technology, including guidance for the planning and implementation of new functional elements;

    Environmental Strategy. Problems of cable infrastructure planning;

    About the Office Environment Set. Issues of the influence of in-office design, planning of workplace placement, the role of the human factor and ensuring high-quality staff work;

    Environment Management Set. Issues of managing electrical networks, cable infrastructure, reducing acoustic and electromagnetic noise;

    Data Management Set. Data management standards and the role of data management in the overall concept of corporate information;

    Information Security Management. The whole range of issues related to ensuring the information security of an organization.

    Complementary Guidance - includes volumes devoted to issues of planning, construction and further operation of the network infrastructure.

    About service support set – all services provided by the IT department to ensure the functioning of application business services. The hierarchy of criteria for selecting funds to support services is considered.

    ITSM standard

    The ITSM model helps to group the business processes of the IT service into the following thematic blocks:

    Block for building relationships between the IT department and business departments:

    – the process of analyzing business needs, the main task of which is to coordinate goals and priorities between the business units of the enterprise and the IT service;

    – the process of customer management, defining and coordinating requirements for specific services and necessary departments;

    – development of an information technology development strategy, organizing an integrated corporate process for the development of information technologies to ensure their compliance with the main goals and needs of the enterprise;

    Service provision block:

    – the process of service level management (service quality), coordinating specifications for the composition and parameters of the service and the resources provided by the IT service;

    – a cost management process that calculates costs, custom prices, and searches for ways to reduce costs;

    – the process of managing availability (time of service provision, depends on the IT infrastructure);

    – capacity (performance) management;

    – continuity management (the ability to maintain services in emergency situations);

    Service development and implementation block:

    – the process of development and testing, the main task of which is to implement the service in accordance with its specifications;

    – the commissioning process, which provides the infrastructure for the functioning of the new service and prepares reference manuals, as well as training specialists for technical support of the service;

    Service support block:

    – user support function (Service Desk);

    – an incident management process that ensures service restoration by processing incidents - events that are not part of the normal functioning of the service, leading (potentially) to its failure or reduction in its quality;

    – a problem management process designed to eliminate the causes of incidents;

    – change management process, the tasks of which are to register changes, resolve and filter out changes, assess the impact of changes on the IT environment, etc.;

    – a configuration management process that keeps information system configuration data up to date;

    – release management process (introduction of new configuration elements).

    Main provisions of the standard:

    The IT department is the same value-creating unit as the rest of the organization;

    The IT department does not provide equipment for use, but provides services necessary for end users, who in this context are preferably called “service consumers”;

    It is necessary to move from the owner-user relationship of equipment (applications) to the buyer-seller relationship of services;

    Methods must be developed to measure the quality of services provided: it is impossible to evaluate what cannot be measured;

    The quality of the services provided is directly dependent on their cost: high-quality services cannot be cheap, and cheap ones cannot satisfy the inflated demands of consumers;

    It is impossible to guarantee the quality of the services provided without continuous monitoring and without timely adoption of management decisions to ensure it;

    In modern complex IT infrastructures, effective quality control of the services provided cannot be carried out without the use of specialized automation tools;

    Even the best automation tools cannot function on their own; a positive effect will be achieved only if an integrated management system is built, which includes not only the use of automation tools, but also the correct organization of interaction between IT personnel and with representatives of other departments;

    When building a single integrated management system, best practices should be taken into account, creatively applying them to each specific situation;

    The IT infrastructure management system is not free; its correct implementation requires certain costs. But the opportunities provided to control and manage the IT infrastructure can significantly cover these costs by improving the quality of IT services and improving the situation for the business as a whole.

    From the book Recruiting. How it's done in Russia by the author

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    Recently, in IT circles, you can often hear the term ITIL in relation to organizing the work of an IT department, providing services to a business, or a new way of organizing technical support. However, not all IT managers understand exactly what this is about. Here are 10 key facts that will make the definition of ITIL more understandable.

    1. ITIL stands for IT Infrastructure Library (information technology infrastructure library)

    The ITIL Library contains a comprehensive and detailed set of best practices that are used to design and implement IT service management. The implementation of these practices gives a business a number of advantages:

    • Increasing competitive advantage through cost reduction and management flexibility.
    • Increased efficiency by optimizing IT processes.
    • Understanding IT for business and enhancing its relevance.
    • Increased user and customer satisfaction.

    2. The organization that develops and maintains ITIL is located in the UK

    The ITIL library appeared in the 1980s at the request of the British government. Work on it was carried out from 1986 to 1989, and publications began in 1992. However, for a long time it was little known outside the UK until a large number of large companies announced the use of ITIL, and publications about implementation experience began to appear in the media. Throughout the library's existence, it continues to actively develop and the third version is now available (ITIL v. 3).

    Today, more than 10,000 companies around the world use ITIL to manage IT.

    3.ITIL

    As the library evolved, ITIL changed the number of books and their organization.

    Now the third edition of ITIL (ITIL v.3), which was released in May 2007, is relevant. It has been heavily redesigned from the second to support the new "service lifecycle format" approach.

    ITIL v. 3 contains only 5 books, and not 7, as in the second edition:

    • Service Strategy
    • Service Design,
    • Service Transition,
    • Service Operation
    • Continuous Service Improvement.

    In addition, this edition includes two more books: ITIL Overview and Pocket Guide, as well as a set of additional industry recommendations.

    4. To succeed with ITIL, you need a strong initiator

    The introduction of ITIL practices is a change in corporate culture. In the first stages, users will be unhappy that they have to do everything differently than before, not the way they are used to. To overcome this skepticism, you need a strong initiator - a “locomotive” who can convince people and promote the project, as well as interest business in changing IT. Without such a person, implementation will not lead to the desired success.

    5. ITIL is not a project management tool

    ITIL practices focus on the provision of IT services to an organization and the process of continuous improvement of the services and processes that provide them, rather than on managing the company's projects.

    6. ITIL libraries don't contain much information

    The library contains advanced approaches and best practices for organizing an IT service delivery model. It describes some processes and patterns, but not a detailed methodology for implementing the process approach. A company that decides to use ITIL receives general principles, but must develop specific processes for its infrastructure independently. For a more practical study of building IT according to the ITIL methodology, you can take the new ITIL® Practitioner course, aimed specifically at people who have already mastered the IT service delivery model for business, but do not understand how best to implement their knowledge.

    7. ITIL is not a tool

    Many professional tools can be used to implement ITIL principles, but this is not at all necessary. If the company is small, simple document templates and spreadsheets will be sufficient, but larger organizations will require specialized software.

    8. ITLI is not an all-or-nothing approach.

    Since ITIL describes approaches from different areas, a company can apply all of them at once or only some of them - there are no strict regulations.

    9. ITIL practices can be implemented in stages

    Since there are no rules that all practices must be implemented at once, many companies choose a phased implementation over a certain period. This allows you to save resources and achieve sustainable success at each of the intermediate stages.

    We have already written about the importance of the phased implementation of ITIL practices using the example of ITSM in the blog.

    10. ITIL Certification

    There are three main levels of ITIL certification:

    • Foundation. This level means that you understand the basic terms and have a basic knowledge of the ITIL model.
    • Practitioner – your knowledge of the ITIL model is sufficient to apply specific processes in practice.
    • Intermediate – for specialists with in-depth knowledge of individual sections of ITIL.

    There is also an ITIL Expert level, which confirms its owner’s ability to manage all ITSM processes as a single system, and an ITIL Master for heads of IT departments.

    Knowing these 10 facts will allow you to understand the basic principles of ITIL, but to gain deeper knowledge, we recommend either taking certified courses that will allow you to decide whether to use these practices for your organization, or contacting a company that automates business processes and creates a service model according to the ITIL methodology.

    Thank you for reading! Stay tuned for more articles that will help you achieve success implementing ServiceNow.

    Information, the means of processing and managing it have become the main strategic resources of any organization, and the achievement of business goals has become directly dependent on the IT area. The process of informatization was initially quite spontaneous: new technologies, services and applications quickly appeared. In other words, the IT area was focused primarily on the “novelty” and “quantity” of IT services, that is, on development. After the initial saturation of the market, its participants realized the need to ensure the quality of IT services. Currently, ensuring the quality of IT services is the key to the effective analysis, processing and dissemination of information, that is, to the successful operation of the organization as a whole.

    In the 1980s, the British government commissioned the Central Computing and Communications Agency (CCTA) to develop general principles for the effective use of IT services in the UK. This is how the first document appeared, combining best practices in IT service management. Its main feature was the development of a unified approach that did not depend on the service provider. In the late 1980s and early 1990, a series of books were published on how to manage IT services and on the interaction of the IT field with the users of these services. This library of books was named Information Technology Infrastructure Library or ITIL(the IT Infrastructure Library). The CCTA was subsequently merged with the Government Chamber of Commerce, or OGC, which currently owns the ITIL library.

    ITIL is essentially a set of publications that provide guidelines for delivering quality services and the processes and components needed to support them. The main goal of ITIL is to promote modern knowledge and exchange experience in the field. The main feature of ITIL is the organization of Service Management as a set of processes.

    In 1991, after the IT community became interested in ITIL, a forum was created - IT Information Management Forum (ITIMF). Its goal was to unite IT specialists, exchange ideas and experience. Later the name changed to IT Service Management Forum (ITSMF). Now this forum brings together many IT specialists, and the number of forum users around the world is growing daily.

    The next series of books, ITIL v2, appeared from the mid-1990s to 2004. If the first version contained more than 60 books, then the second - only 9, and the third - 5. The main goal of the second version was to describe the process of effectively transferring services to the consumer and reducing the gap between the IT area and business.

    In 2004, the second update of ITIL was launched due to the fact that many new technologies and fundamental changes in the IT field appeared. The result was ITILv3, which will be discussed in this course.

    ITIL currently represents the most well-known knowledge base in the field of Service Management throughout the world and reflects the fundamental foundations of the world's leading IT practices. In Europe, there are two ITIL certification centers - EXIN (Dutch Examination Institute) and ISEB (The Information Systems Examination Board - a division of the British Computer Society). A number of consulting companies provide ITIL process implementation and training. In Russia, the leading companies are Hewlett-Packard Consulting, I-Teco, and IT-Expert.

    ITIL considers Service Management in the context of the service provider-service customer relationship.

    Customer is the buyer of goods or services. The customer for an IT service provider is a person (group of people) who enters into agreements with the supplier for the provision of IT services and is responsible for ensuring that the services provided are paid for.

    Service provider is an organization that provides services to one or more internal or external customers.

    Service users are also identified. User is an employee of an organization who uses an IT service to perform daily work.

    The central and key term of ITIL is service, which in Russian-language literature is often called a service. Here is a definition from the ITIL v3 Glossary:

    IT service (service)- a way of delivering value to customers by helping them achieve the output results that customers want to achieve without owning specific costs and risks.

    Let's give another definition of IT service. An IT service is one or more technical or professional capabilities that make a business process possible. In the future, we will call an “IT service” a “service”, and the terms “service” and “service” will be considered equivalent. The service has the following characteristics:

    • satisfies one or more customer needs;
    • supports the customer's business goals;
    • is perceived by the customer as a single whole and a product ready for use.

    It should be noted that all ITIL literature is presented in English. As a result, some terms have no analogues in Russian (for example, business case) or can be translated into several words at once (as in the case of service-service). In the definition of service we see the word value - in the original “value”. This refers to the potential benefit for the Customer from using the IT service (for example, saving time, money and other resources).

    Let's take a closer look at the basic concepts in the definition of a service.

    Outputs- what the customer receives in the end. It is necessary to understand that in practice they differ from what the customer initially wants to receive due to the presence of certain limiting factors. By simplifying the purpose of services, they can be said to help improve output by increasing productivity and reducing existing constraints. The result of using services is to increase the likelihood of obtaining the desired output results. The service models that ITIL offers help manage complexity, cost, flexibility and diversity in the IT domain. Each model has many options for use depending on the specific case, which makes the idea of ​​its application universal, flexible and effective. The IT service model can be considered using the example of an information storage system. The system is designed to store, organize and protect information in the context of some work or activity. If the supplier provides the customer with more than just Memory device, and the information storage service, he must answer the questions “what to store” and “how to store” (Fig. 1.1). In this case, the delineation of duties and responsibilities between the supplier and the customer is of fundamental importance.


    Rice. 1.1.

    Customers want the results they want but, for various reasons, don't want the associated responsibilities, costs and risks. For example, an organization wants to have a secure storage system of several terabytes to support online trading. In order to create such a system from scratch, the organization in question would have to go a long way from understanding how to do it to purchasing equipment and hiring qualified personnel. All this costs a lot of money and takes a lot of time. In this case, it is much easier to use the services of a supplier who already owns a large storage system and has the appropriate experience and capabilities. This will be the provision of secure information storage services.

    In defining a service, we also encounter the concept service value(value). It is measured in the context of two concepts:

    • Service Utility is what the customer receives as a result of using the service;
    • Service Warranty is how the provider delivers the service in terms of availability, performance, continuity and security.

    Here are definitions from the ITILv3 Glossary:

    Utility- functionality offered by a product or service to meet specific needs. Often defined as “what the product/service does.”

    Usefulness of the service- functionality of the IT service from the customer’s point of view.

    Guarantee- a promise or guarantee that a product or service will meet agreed requirements.

    Service quality guarantee - confidence that the IT service will meet the agreed requirements. May be in the form of a formal agreement such as an SLA or contract, or as a marketing message or brand introduction.

    In other words, utility is what the customer receives, quality assurance is how he receives it. In Fig. Figure 1.2 presents a simplified scheme for creating the value of a service.


    Rice. 1.2.

    When purchasing a service, the customer wants to get results from its use, that is, to extract value.

    Utility is achieved in one of the following ways:

    1. ensuring the performance required by the customer;
    2. removing or reducing restrictions.

    Performance- a measure of what is achieved or produced by a system, person, team, process, or IT service.

    Productivity here refers to the ability for a customer to do more in less time, at lower cost, or using fewer resources. In other words, some kind of optimization that will allow the customer to solve the problem in less time and money.

    Limitation- this is a prohibition or impossibility of performing some actions.

    The guarantee consists of four main aspects:

    • accessibility
    • power
    • security
    • continuity

    It is clear that it is easier to measure the quality assurance of a service than its usefulness to the business.

    When a person presses a button, he expects the light to turn on. Unfortunately, with IT services it’s not that simple. The result of using an IT service depends not only on the properties of the service itself, but also on the management of this service - this is where the term service management or service management appears. IT services management is a set of specialized organizational capabilities for delivering value to customers in the form of services. “Customized capabilities” refer to the processes, methods, functions and roles that a supplier can use to provide a service to a customer. In Russia, the term IT service management is used quite rarely, preferring it service management. The abbreviation is also used to denote IT service management ITSM(IT Service Management). Throughout the course we will use the terms “Service Management”, “Service Management” and ITSM interchangeably.

    The provision of services covers issues of IT infrastructure management, including maintenance and support. Before purchasing any product from a store, we usually evaluate its quality based on appearance, suitability and reliability. In a store, the buyer has little opportunity to influence the quality of the product due to the fact that it is already produced in the factory. Through careful control of production, the manufacturer will endeavor to provide products with the same level of quality. In this example, production, sale and consumption are separate stages. In the IT field, everything is somewhat different, since the overall quality of a service is actually determined during its operation, and it cannot be unambiguously determined in advance.

    Quality- a set of characteristics of an object related to its ability to satisfy established and expected needs.

    An organization can buy a very expensive IT service, but if the supplier cannot provide high-quality and responsible management, this purchase will become meaningless. Customer satisfaction largely depends on how well the service parameters have been previously agreed upon with the service provider.

    The supplier must be mindful of the need to ensure consistent quality. That is, the service provided must be stable over time.

    Thus, the main goal of service management in the context of ITIL is to provide customers with reliable, stable IT services that fully satisfy their needs in a given area.

    Another key term in ITIL is organization. Customers of IT services and suppliers of IT services are considered in the form of an organization.
    Rice. 1.3. Structure of formation of the corporate goal of the organization

    Mission is a short and clear description of the goals an organization faces and the ideals in which it believes.

    Strategic objectives(objectives) are a more detailed description of what the organization wants to achieve in the long term. Well-formulated strategic objectives must have five main properties (comply with the SMART principle): be specific (Specific), measurable (Measurable), be relevant and relevant to the situation (Relevant), be realistic (Achievable) and have clear time boundaries (Time-bound ).

    Organization policy(policy) is the totality of all decisions and measures taken by an organization to set strategic goals and achieve them. When developing its policy, the organization determines the priorities of its strategic objectives and the ways to achieve them. Of course, depending on circumstances, priorities may change over time. The better the organization's policies are explained to all parties involved, the less problems there will be in explaining to employees how to do their jobs. Unlike detailed procedures, these rules can be used as guidelines by organizational personnel. Clearly formulated company policies (rules) contribute to the flexibility of the organization's structure, since all levels in such a company can quickly respond to changing situations.

    Implementation of policies in the form of specific activities requires the development strategies. The strategy is developed for certain periods and consists of several stages. It is important to be able to monitor the implementation of assigned tasks during the execution of planned work. In other words, it is necessary to measure the extent to which the organization or processes are close to achieving its strategic goals. There are various methods for this. One of the most well-known methods in business is Balanced Score Card (BSC). According to this method, critical success factors (Critical Success Factor - CSF) are determined based on the organization's strategic goals or process goals.

    Critical Success Factors (CSFs)- factors that must be implemented for the success of a project, process, plan or service. Such factors are formulated for several of the most important areas of interest of the company, called perspectives (projections) of the organization: customers/market, divisions or service providers must also change in accordance with the requirements and goals of the business.

    This article is devoted to ITIL (IT Infrastructure Library) - a library of best practices in the provision of IT services, which today has become a de facto standard - a generally recognized standard for managing the maintenance of information systems.

    Modern problems of consumption of IT services

    Over the past two decades, information technology has had a major impact on business processes in a wide variety of companies. The advent of personal computers, business applications, local and global networks has led to radical changes in many areas of business. In these conditions, the quality of IT services provided to companies becomes of great importance.

    The achievement of business goals by companies today is highly dependent on the effective use of information technology and on obtaining high-quality IT services that meet business goals, customer requirements and expectations, while recently more and more emphasis has been placed on the development of IT solutions (e.g. business applications), and management of services for their support, guaranteeing high availability of the solution for end users. At the same time, in the life cycle of IT solutions, their operation accounts for 70 to 80% of the time and financial resources, and only 2-30% of the time and funds are spent on the development (purchase) and implementation of the product.

    Let us note that today the managers of many companies are dissatisfied with the quality of IT services provided by their own IT departments. There are many reasons for this. IT projects are not always completed within the given time frame and budget, and post-project support often negates the efforts made to implement the projects. Issues of organizing the processing of requests from users and department heads by IT departments, introducing changes in the presence of constant operation of existing corporate information systems, and the efficient use of IT department resources - this is not a complete list of problems faced by consumers of IT services. It is no secret that company managers often see the IT department as a bottomless barrel into which huge amounts of money are thrown away, while to IT specialists, employees of all other departments often seem to be capricious and impatient children demanding immediate miracles.

    Solving these issues requires a structured approach to IT service management to make the work of the IT department efficient and rational. This approach is called IT Service Management (ITSM), and its main principle is to consider the IT service as a unit constantly focused on the needs of its users and solving changing problems with the availability of a quantitative assessment of both the achieved level of quality and the resources used. This principle of organizing activities is applicable to companies of any size and does not depend on whether the IT service is part of the company or is an external supplier of IT services.

    ITIL Library

    The history of ITIL began more than 20 years ago in the UK. At the time, the United Kingdom was experiencing a severe economic downturn, and the quality of IT services provided to the British government by various providers was so poor that the then Central Computer and Telecommunications Agency (CCTA, now called the Office of Government Commerce (OGC) has received instructions from the government of this country to develop principles for the effective and cost-effective use of IT resources in ministries and other government agencies and, based on them, to formulate an approach to the provision of IT services that does not depend on their supplier. The result of this work was the ITIL library, which united a description of the best practices that existed in the IT services industry.

    The ITIL library contains detailed descriptions of the most important activities in IT operations, as well as a comprehensive list of responsibilities, tasks, procedures, process descriptions and action lists that can be adapted to any organization. These descriptions are often used when defining improvement goals for IT organizations and IT departments.

    ITIL standards are currently supported by the IT Service Management Forum, ITSMF, a public forum whose members include companies and organizations interested in improving the efficiency of IT service delivery.

    Today, ITIL has become the de facto standard for describing the fundamental processes of IT service management. A number of companies based on the ITIL library have created their own structured approaches to IT service management - HP ITSM Reference Model (Hewlett-Packard), IT Process Model (IBM), Microsoft Operation Framework (Microsoft) and many others.

    ITIL Library Books

    The ITIL library defines the goals and activities and parameters of each of the IT service management processes, but does not contain any specific descriptions of how these processes are carried out, since they may vary from company to company. The purpose of this library is to help plan the most commonly used processes, roles and activities by identifying the relationships and necessary interactions between them. Part of the ITIL library philosophy is based on quality standards (eg the ISO-9000 series).

    Currently, the ITIL library exists in the form of several books. Two of them, devoted to the provision and support of services, are considered the most popular - as practice shows, the solution to the primary tasks of introducing best IT service management practices is implemented according to the recommendations given in these two books.

    Provision of services

    The ITIL book on Service Delivery describes the requirements needed to deliver IT services. It covers the following IT service management processes:

    • service level management;
    • IT financial management;
    • capacity management;
    • IT service continuity management;
    • Availability management.

    This book has also included a section on information security management, although this area is not directly relevant to the service delivery area.

    Purpose service level management is the achievement and implementation of mutually understandable agreements on IT services between their supplier and customer. Such agreements should be based on an understanding of the customer's needs, the capabilities of the supplier's technical equipment and available financial resources. Service level management issues include optimizing services to provide them to customers at affordable prices based on the precise definition of agreements in the service level agreement, conducting service monitoring, and supporting services with the help of external suppliers.

    Financial management in IT deals with economic issues related to the provision of IT services, such as emerging costs, accounting for the relationship between costs and income when changing the IT infrastructure, forecasting and tracking costs. Financial management increases IT and company management's awareness of expenses and can be used in IT budgeting. This section also describes various IT billing and pricing methods, as well as various aspects of IT financing.

    Purpose capacity management is the optimization of costs, time of acquisition and placement of IT resources required to ensure the implementation of agreements with the customer. Capacity management is closely linked to other processes such as resource management, performance management, IT demand management, modeling, capacity planning, load management and determining the required hardware capacity to run applications. One important aspect of capacity management is the planning required to ensure consistent levels of service, both now and in the future.

    Continuity Management IT services is about preparing and planning for how IT service providers will respond to emergencies; this process focuses on the connections between all components necessary to protect the continuity of the company's operations during emergencies (such as disasters), as well as the means to prevent such situations . IT service continuity management is the process of planning and coordinating the technical, financial and managerial resources needed to ensure service continuity after disasters.

    Availability management is a process that ensures that resources are allocated so as to be able to fulfill agreements with the customer. Availability management issues include optimizing service and minimizing the number of incidents (which will be discussed below).

    Service support

    The ITIL book on Service Support describes how a customer can access IT services. This book covers the following areas:

    • Service Desk;
    • incident management;
    • problem management;
    • configuration management;
    • change management;
    • release management.

    The Service Desk puts the user in contact with an IT service provider. The main tasks of the Service Desk are to register, resolve and track incidents, as well as receive requests for changes in the IT infrastructure. Note that several years ago it was common to call such services the term Help Desk, although receiving requests for changes is usually not included in the tasks of Help Desk services.

    Process incident management is designed to eliminate an incident (that is, a single case of contact regarding incorrect provision of a service or its absence) and quickly resume the provision of services. Incident logging by the Service Desk is one of the most important components of providing IT services - the information received is used in other ITIL processes, and their effectiveness depends on its quality.

    Process problem management(that is, errors in the construction of IT infrastructure, which are often the causes of recurring incidents) is to identify and eliminate them. Once the problem is identified and its cause determined, a business decision is typically made about whether to make changes to the infrastructure to prevent further incidents from occurring, and if the decision is positive, a change request is submitted.

    In this regard, I would like to draw attention to the difference between incidents and problems (apparently, the distinction between these concepts has become one of the most famous contributions of the ITIL library to the development of IT service management processes). The incident is a single case of failure and assumes rapid restoration of service in this particular case. The problem is the cause of incidents and requires certain (and not always quick) work to eliminate it.

    Configuration management- this is the control of a changing IT infrastructure, its standardization, tracking its condition, inventory, verification and registration of its components (sometimes called configuration items and representing a set of software and hardware), managing documentation on the IT infrastructure, as well as providing information about IT infrastructure for all other IT service management processes.

    Change management is to identify necessary changes to the IT infrastructure and how to implement them with minimal negative impact on IT service delivery, while monitoring changes through coordination across the company. Changes may be made as a result of requests from the customer, as a result of problem management, or as a result of some other IT service management process. Changes are made according to a developed scheme, including definition, planning, creation, testing, making the final decision to implement the change, implementation and evaluation of the result.

    The main task release management is to ensure the successful deployment of releases (sets of IT infrastructure components that are jointly tested and implemented). This process ensures that only tested and correct versions of software and hardware are used. Release management typically handles changes.

    In addition to the two books mentioned above, ITIL includes publications devoted to the following problems:

    • IT infrastructure management(a general description of the methodology for organizing the work of the IT service is given);
    • application management(considers ensuring that software applications meet business requirements and the application life cycle);
    • business perspective(IT infrastructure is discussed in terms of its impact on business development);
    • planning the implementation of service management, information security management(i.e. protecting the IT infrastructure from unauthorized use, assessing, managing and countering risks, and how to respond to security incidents).

    Recently, much attention has been paid to managing relationships with IT service customers- it is this process that helps organize targeted and structured interaction between an IT organization that traditionally uses technical approaches to work, and customers working to solve the business problems of their enterprise.

    The ITIL Library also includes a book (informally called ITIL Lite) on IT service delivery processes for small companies.

    ITIL Library books are available for purchase in electronic and paper form (for example, at: http://www.get-best-practice.biz/itilProducts.aspx). The Russian version of these books is currently being prepared by I-Teco.

    Why you need to implement ITIL processes

    Studying the best practices described in the ITIL library books helps IT managers, IT specialists and CIOs understand the methods by which they can improve the quality of IT services (that is, deliver IT services in accordance with business requirements and the needs of each user ) provided by the IT department or an external IT service provider, and put them into practice.

    Note that ITIL processes are implemented today by many large companies. Representatives of some of them note that, in general, such implementation made it possible to significantly reduce IT costs (there were statements from a number of companies about saving up to 10% of the annual budget of the entire enterprise), to increase the efficiency of the functioning of other divisions, and also to bring the enterprise to a higher level of relationships with clients .

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