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    Australian IT Service Management & Help Desk Summit 2009
4
 “……ITIL’s	
  clarifica/on	
  of	
  an	
  “incident”	
  versus	
  a	
  “problem”	
  clears	
  
     up	
  confusion	
  about	
  what	
  ac/ons	
  need	
  to	
  take	
  place	
  during	
  which	
  
     process”	
  
	
  
 “An	
  incident	
  occurs	
  at	
  the	
  moment	
  a	
  service	
  request	
  or	
  outage	
  is	
  
     called	
  into	
  a	
  service	
  center.	
  ACer	
  that	
  call	
  the	
  company	
  works	
  to	
  
     get	
  that	
  customer	
  up	
  and	
  running,	
  at	
  which	
  point	
  you	
  close	
  the	
  
     incident	
  and	
  deploy	
  a	
  separate	
  team	
  to	
  handle	
  the	
  problem,	
  
     which	
  is	
  defined	
  once	
  the	
  team	
  find	
  a	
  series	
  of	
  incidents	
  that	
  can	
  
     be	
  /ed	
  together”	
  

 “That’s	
  when	
  you	
  have	
  your	
  root	
  cause	
  which	
  becomes	
  a	
  known	
  
     error”	
  
	
  
Susana	
  Schwartz	
  quo/ng	
  John	
  Long	
  (Tivoli	
  technical	
  strategist	
  for	
  IBM)	
  




                                                                                                        5
                Australian IT Service Management & Help Desk Summit 2009
 An	
  Incident	
  is:	
  An	
  unplanned	
  interrup-on	
  to	
  an	
  IT	
  Service	
  
  or	
  reduc-on	
  in	
  the	
  quality	
  of	
  an	
  IT	
  Service.	
  Failure	
  of	
  a	
  
  Configura-on	
  Item	
  that	
  has	
  not	
  yet	
  affected	
  Service	
  is	
  also	
  
  an	
  Incident.	
  
 A	
  Problem	
  is:	
  A	
  cause	
  of	
  one	
  or	
  more	
  Incidents.	
  The	
  cause	
  
  is	
  not	
  usually	
  known	
  at	
  the	
  -me	
  a	
  Problem	
  Record	
  is	
  
  created,	
  and	
  the	
  Problem	
  Management	
  process	
  is	
  
  responsible	
  for	
  further	
  inves-ga-on.	
  
	
  
                     An Incident NEVER becomes
                      or turns into a Problem!!!!
                                                                                                   6
        Australian IT Service Management & Help Desk Summit 2009
 “Whilst	
  most	
  organisa/ons	
  develop	
  processes	
  and	
  
  procedures	
  around	
  Incident	
  Management	
  many	
  fail	
  to	
  do	
  
  the	
  same	
  for	
  Problem	
  Management”	
  

 “OCen	
  this	
  is	
  due	
  to	
  a	
  lack	
  of	
  clear	
  understanding	
  of	
  the	
  
  characteris/cs	
  of	
  the	
  two	
  ac/vi/es.”	
  

 “Incident	
  Management	
  is	
  the	
  simplest	
  ac/vity	
  to	
  
  understand	
  because	
  it	
  involves	
  puQng	
  structure	
  around	
  
  the	
  response	
  to	
  service	
  interrup/ons”	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
Victor	
  Capella	
  “A	
  Framework	
  for	
  Incident	
  and	
  Problem	
  Management”	
  




                                                                                                   7
              Australian IT Service Management & Help Desk Summit 2009
8
 ITIL	
  itself	
  is	
  to	
  blame!	
  
 Quality	
  Incident	
  Management	
  data	
  	
  	
  
 Major	
  Incident	
  handling	
  is	
  INCIDENT	
  
  MANAGEMENT	
  
 Problem	
  Management	
  should	
  be	
  inves/ga/ng	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
  root	
  cause	
  




                                                                                                     9
         Australian IT Service Management & Help Desk Summit 2009
 The	
  “Hero	
  Factor”	
  
             Ask	
  the	
  hard	
  ques/ons	
  
             Change	
  the	
  reward	
  system	
  
             Management	
  commitment	
  
             Quick	
  Wins	
  
             Marke/ng	
  –	
  sell,	
  sell,	
  sell!!!	
  




                                                               10
Australian IT Service Management & Help Desk Summit 2009
11
 Don’t	
  underes/mate	
  the	
  effort	
  
       Good	
  Incident	
  Management	
  	
  
       The	
  right	
  people	
  
           "  Business	
  knowledge	
  
                                                             CULTURE
           "  Facilita/on	
  and	
  coordina/on	
            CHANGE!

           "  Think	
  outside	
  the	
  square	
  
           "  Good	
  verbal	
  and	
  wri_en	
  communica/on	
  
             skills	
  
           "  Analy/cal	
  and	
  diagnos/cs	
  skills	
  
           "  Problem	
  solving	
  techniques	
  
                                                                    12
Australian IT Service Management & Help Desk Summit 2009
 Knowledge	
  base	
  
 Ownership	
  
 Suppor/ng	
  tools	
  
 Business	
  priori/es	
  
 Target	
  preventa/ve	
  ac/on	
  /	
  resources	
  
 Interfaces	
  
     Suppliers	
  
     Development	
  



                                                             13
  Australian IT Service Management & Help Desk Summit 2009
 Integra/on	
  
    Incident	
  Management	
  
    Configura/on	
  Management	
  
    Change	
  Management	
  &	
  Release	
  Management	
  
    Financial	
  Management	
  for	
  IT	
  Services	
  
    Availability	
  Management	
  
    IT	
  Service	
  Con/nuity	
  Management	
  
    Service	
  Level	
  Management	
  
    Development	
  lifecycle	
  




                                                                14
     Australian IT Service Management & Help Desk Summit 2009
15
 Kepner Tregoe Analysis
    What? Where? When? How much?
 Ishikawa Diagram
    Cause and Effect Analysis
 Pareto Analysis
    80/20 rule
 Causal Table
    Why-Because Technique
 Creative Problem Solving
    Lateral Thinking / SIMPLEX / SCAMPER etc.


                                                               16
    Australian IT Service Management & Help Desk Summit 2009
 Grid Analysis
    Used when a number of good alternatives exist and many
     factors are to be taken into account


 Force Field Analysis
    Looks at all forces for and against
     a decision


 Analytical Hierarchy Process (AHP)
    Decision making tool when both qualitative and
     quantitative aspects need consideration


                                                                 17
      Australian IT Service Management & Help Desk Summit 2009
18
 Remove	
  “red	
  herrings”	
  
 Educa/on	
  
 Design	
  
 Tes/ng	
  
 “Super-­‐user”	
  
 Delete	
  the	
  cover-­‐ups	
  	
  




                                                                 19
      Australian IT Service Management & Help Desk Summit 2009
20
  	
  Financial	
  
         	
  Problems	
  fell	
  by	
  39%	
  
         	
  Reduced	
  mean/me	
  to	
  iden/fy	
  failures	
  by	
  20%	
  
         	
  Reduced	
  mean	
  /me	
  to	
  resolve	
  by	
  27%	
  
         	
  Reduced	
  mean	
  /me	
  to	
  recovery	
  by	
  52%	
  
  Educa/on	
  
         Reduc/on	
  in	
  cri/cal	
  &	
  urgent	
  Incidents	
  from	
  22	
  per	
  week	
  to	
  1	
  over	
  12	
  months	
  
  Energy	
  
         30%	
  reduc/on	
  in	
  high	
  severity	
  Incidents	
  over	
  3	
  months	
  
  Outsourcer	
  	
  
         Opportunity	
  	
  




                                                                                                                                      21
            Australian IT Service Management & Help Desk Summit 2009
22
 Don’t	
  implement	
  Problem	
  Management	
  in	
  the	
  guise	
  
  of	
  Incident	
  Management	
  
 Retain	
  “true”	
  Problem	
  Management	
  staff	
  
 Equip	
  staff	
  with	
  the	
  right	
  tools	
  and	
  techniques	
  
 Acknowledge	
  the	
  conflict	
  of	
  interest	
  
 Ensure	
  the	
  experts	
  you	
  engage	
  really	
  understand	
  the	
  
  difference!	
  



                                                                                 23
        Australian IT Service Management & Help Desk Summit 2009
24
Karen.Ferris@itsmf.org.au




                                                           25
Australian IT Service Management & Help Desk Summit 2009

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The Lost World of Problem Management (2009)

  • 1. 1
  • 2. 2
  • 3. GET ID ON’T IT JOR IT MA ISN’T IDENT INC ING? H ANDL Australian IT Service Management & Help Desk Summit 2009
  • 4. 4
  • 5.  “……ITIL’s  clarifica/on  of  an  “incident”  versus  a  “problem”  clears   up  confusion  about  what  ac/ons  need  to  take  place  during  which   process”      “An  incident  occurs  at  the  moment  a  service  request  or  outage  is   called  into  a  service  center.  ACer  that  call  the  company  works  to   get  that  customer  up  and  running,  at  which  point  you  close  the   incident  and  deploy  a  separate  team  to  handle  the  problem,   which  is  defined  once  the  team  find  a  series  of  incidents  that  can   be  /ed  together”    “That’s  when  you  have  your  root  cause  which  becomes  a  known   error”     Susana  Schwartz  quo/ng  John  Long  (Tivoli  technical  strategist  for  IBM)   5 Australian IT Service Management & Help Desk Summit 2009
  • 6.  An  Incident  is:  An  unplanned  interrup-on  to  an  IT  Service   or  reduc-on  in  the  quality  of  an  IT  Service.  Failure  of  a   Configura-on  Item  that  has  not  yet  affected  Service  is  also   an  Incident.    A  Problem  is:  A  cause  of  one  or  more  Incidents.  The  cause   is  not  usually  known  at  the  -me  a  Problem  Record  is   created,  and  the  Problem  Management  process  is   responsible  for  further  inves-ga-on.     An Incident NEVER becomes or turns into a Problem!!!! 6 Australian IT Service Management & Help Desk Summit 2009
  • 7.  “Whilst  most  organisa/ons  develop  processes  and   procedures  around  Incident  Management  many  fail  to  do   the  same  for  Problem  Management”    “OCen  this  is  due  to  a  lack  of  clear  understanding  of  the   characteris/cs  of  the  two  ac/vi/es.”    “Incident  Management  is  the  simplest  ac/vity  to   understand  because  it  involves  puQng  structure  around   the  response  to  service  interrup/ons”                             Victor  Capella  “A  Framework  for  Incident  and  Problem  Management”   7 Australian IT Service Management & Help Desk Summit 2009
  • 8. 8
  • 9.  ITIL  itself  is  to  blame!    Quality  Incident  Management  data        Major  Incident  handling  is  INCIDENT   MANAGEMENT    Problem  Management  should  be  inves/ga/ng                       root  cause   9 Australian IT Service Management & Help Desk Summit 2009
  • 10.  The  “Hero  Factor”    Ask  the  hard  ques/ons    Change  the  reward  system    Management  commitment    Quick  Wins    Marke/ng  –  sell,  sell,  sell!!!   10 Australian IT Service Management & Help Desk Summit 2009
  • 11. 11
  • 12.  Don’t  underes/mate  the  effort    Good  Incident  Management      The  right  people   "  Business  knowledge   CULTURE "  Facilita/on  and  coordina/on   CHANGE! "  Think  outside  the  square   "  Good  verbal  and  wri_en  communica/on   skills   "  Analy/cal  and  diagnos/cs  skills   "  Problem  solving  techniques   12 Australian IT Service Management & Help Desk Summit 2009
  • 13.  Knowledge  base    Ownership    Suppor/ng  tools    Business  priori/es    Target  preventa/ve  ac/on  /  resources    Interfaces    Suppliers    Development   13 Australian IT Service Management & Help Desk Summit 2009
  • 14.  Integra/on    Incident  Management    Configura/on  Management    Change  Management  &  Release  Management    Financial  Management  for  IT  Services    Availability  Management    IT  Service  Con/nuity  Management    Service  Level  Management    Development  lifecycle   14 Australian IT Service Management & Help Desk Summit 2009
  • 15. 15
  • 16.  Kepner Tregoe Analysis  What? Where? When? How much?  Ishikawa Diagram  Cause and Effect Analysis  Pareto Analysis  80/20 rule  Causal Table  Why-Because Technique  Creative Problem Solving  Lateral Thinking / SIMPLEX / SCAMPER etc. 16 Australian IT Service Management & Help Desk Summit 2009
  • 17.  Grid Analysis  Used when a number of good alternatives exist and many factors are to be taken into account  Force Field Analysis  Looks at all forces for and against a decision  Analytical Hierarchy Process (AHP)  Decision making tool when both qualitative and quantitative aspects need consideration 17 Australian IT Service Management & Help Desk Summit 2009
  • 18. 18
  • 19.  Remove  “red  herrings”    Educa/on    Design    Tes/ng    “Super-­‐user”    Delete  the  cover-­‐ups     19 Australian IT Service Management & Help Desk Summit 2009
  • 20. 20
  • 21.    Financial      Problems  fell  by  39%      Reduced  mean/me  to  iden/fy  failures  by  20%      Reduced  mean  /me  to  resolve  by  27%      Reduced  mean  /me  to  recovery  by  52%     Educa/on     Reduc/on  in  cri/cal  &  urgent  Incidents  from  22  per  week  to  1  over  12  months     Energy     30%  reduc/on  in  high  severity  Incidents  over  3  months     Outsourcer       Opportunity     21 Australian IT Service Management & Help Desk Summit 2009
  • 22. 22
  • 23.  Don’t  implement  Problem  Management  in  the  guise   of  Incident  Management    Retain  “true”  Problem  Management  staff    Equip  staff  with  the  right  tools  and  techniques    Acknowledge  the  conflict  of  interest    Ensure  the  experts  you  engage  really  understand  the   difference!   23 Australian IT Service Management & Help Desk Summit 2009
  • 24. 24
  • 25. Karen.Ferris@itsmf.org.au 25 Australian IT Service Management & Help Desk Summit 2009