
- •About the Authors
- •Dedication
- •Authors’ Acknowledgments
- •Contents at a Glance
- •Table of Contents
- •Introduction
- •About This Book
- •Foolish Assumptions
- •How This Book Is Organized
- •Part I: Introducing Service Management
- •Part II: Getting the Foundation in Place
- •Part VI: The Part of Tens
- •Icons Used in This Book
- •Where to Go from Here
- •Knowing That Everything Is a Service
- •Looking at How the Digital World Has Turned Everything Upside Down
- •Implementing Service Management
- •Managing Services Effectively
- •Seeing the Importance of Oversight
- •Understanding Customers’ Expectations
- •Looking at a Service from the Outside
- •Understanding Service Management
- •Dealing with the Commercial Reality
- •Understanding What Best Practices and Standards Can Do for You
- •Using Standards and Best Practices to Improve Quality
- •Finding Standards
- •Getting Certified
- •ITIL V3: A Useful Blueprint for Enterprise Service Management
- •Seeing What Service Management Can Do for Your Organization
- •Starting with the Service Strategy
- •Creating a Service Management Plan
- •Defining a Service Management Plan
- •Automating Service
- •Getting to the Desired End State
- •Four Key Elements to Consider
- •Federating the CMDB
- •Balancing IT and Business Requirements
- •Measuring and Monitoring Performance
- •Making Governance Work
- •Developing Best Practices
- •Seeing the Data Center As a Factory
- •Optimizing the Data Center
- •Managing the Data Center
- •Managing the Facility
- •Managing Workloads
- •Managing Hardware
- •Managing Data Resources
- •Managing the Software Environment
- •Understanding Strategy and Maturity
- •Seeing How a Service Desk Works
- •Managing Events
- •Dividing Client Management into Five Process Areas
- •Moving the Desktop into the Data Center
- •Creating a Data Management Strategy
- •Understanding Virtualization
- •Managing Virtualization
- •Taking Virtualization into the Cloud
- •Taking a Structured Approach to IT Security
- •Implementing Identity Management
- •Employing Detection and Forensics
- •Encrypting Data
- •Creating an IT Security Strategy
- •Defining Business Service Management
- •Putting Service Levels in Context
- •Elbit Systems of America
- •Varian Medical Systems
- •The Medical Center of Central Georgia
- •Independence Blue Cross
- •Sisters of Mercy Health System
- •Partners HealthCare
- •Virgin Entertainment Group
- •InterContinental Hotels Group
- •Commission scolaire de la Région-de-Sherbrooke
- •CIBER
- •Do Remember Business Objectives
- •Don’t Stop Optimizing after a Single Process
- •Do Remember Business Processes
- •Do Plan for Cultural Change
- •Don’t Neglect Governance
- •Do Keep Security in Mind
- •Don’t Try to Manage Services without Standardization and Automation
- •Do Start with a Visible Project
- •Don’t Postpone Service Management
- •Hurwitz & Associates
- •ITIL
- •ITIL Central
- •ISACA and COBIT
- •eSCM
- •CMMI
- •eTOM
- •TechTarget
- •Vendor Sites
- •Glossary
- •Index

Contents at a Glance |
|
Introduction ................................................................ |
1 |
Part I: Introducing Service Management ....................... |
5 |
Chapter 1: Understanding Service Management ........................................................... |
7 |
Chapter 2: Getting Inside Service Management........................................................... |
15 |
Chapter 3: The Customer Is King................................................................................... |
25 |
Part II: Getting the Foundation in Place...................... |
33 |
Chapter 4: Service Management Standards and Best Practices ................................ |
35 |
Chapter 5: Implementing ITIL......................................................................................... |
47 |
Chapter 6: Implementing a Service Management Strategy......................................... |
57 |
Chapter 7: Launching into Service Management ......................................................... |
73 |
Part III: Service Management Technical Foundation..... |
81 |
Chapter 8: The Service Management Universe............................................................ |
83 |
Chapter 9: The Technical Foundation of Service Management................................. |
95 |
Chapter 10: Governing the Service Universe.............................................................. |
109 |
Part IV: Nitty-Gritty Service Management ................ |
119 |
Chapter 11: Managing the Data Center ....................................................................... |
121 |
Chapter 12: Service Support and the Service Desk ................................................... |
141 |
Chapter 13: Desktop and Device Management .......................................................... |
155 |
Chapter 14: Data Management in a Service Management World............................. |
169 |
Chapter 15: Virtualizing the Computing Environment.............................................. |
179 |
Chapter 16: IT Security and Service Management..................................................... |
193 |
Chapter 17: Business Service Management................................................................ |
207 |
Chapter 18: Planning the Evolution of the Data Center ............................................ |
215 |
Part V: Real Life with Service Management............... |
225 |
Chapter 19: Manufacturing ........................................................................................... |
227 |
Chapter 20: Health Care ................................................................................................ |
239 |
Chapter 21: Retail........................................................................................................... |
253 |
Chapter 22: Hospitality ................................................................................................. |
257 |
Chapter 23: Education................................................................................................... |
263 |
Chapter 24: Service Provider........................................................................................ |
267 |

Part VI: The Part of Tens .......................................... |
273 |
Chapter 25: Ten Service Management Dos and Don’ts ............................................. |
275 |
Chapter 26: Ten Swell Service Management Resources ........................................... |
279 |
Glossary.................................................................. |
283 |
Index ...................................................................... |
297 |

Table of Contents |
|
Introduction ................................................................. |
1 |
About This Book .............................................................................................. |
1 |
Foolish Assumptions....................................................................................... |
2 |
How This Book Is Organized .......................................................................... |
2 |
Part I: Introducing Service Management ...................................................... |
2 |
Part II: Getting the Foundation in Place........................................................ |
2 |
Part III: Service Management Technical Foundation................................... |
3 |
Part IV: Nitty-Gritty Service Management .................................................... |
3 |
Part V: Real Life with Service Management.................................................. |
3 |
Part VI: The Part of Tens ................................................................................ |
3 |
Icons Used in This Book ................................................................................. |
4 |
Where to Go from Here................................................................................... |
4 |
Part I: Introducing Service Management ........................ |
5 |
Chapter 1: Understanding Service Management . . . . . . . . . . . . . . . . . . |
.7 |
Knowing That Everything Is a Service .......................................................... |
8 |
Looking at How the Digital World Has |
|
Turned Everything Upside Down............................................................... |
9 |
Implementing Service Management ............................................................ |
10 |
Managing Services Effectively...................................................................... |
11 |
Behind-the-scenes management activities ....................................... |
11 |
Provider/customer collaboration ...................................................... |
13 |
Chapter 2: Getting Inside Service Management . . . . . . . . . . . . . . . . . . |
15 |
Building a Foundation for Service Management........................................ |
15 |
Inputs and outputs .............................................................................. |
17 |
Assets and tools................................................................................... |
18 |
A standardized process model .......................................................... |
19 |
Skilled participants.............................................................................. |
20 |
Seeing the Importance of Oversight............................................................ |
21 |
Balancing the Physical World and IT Systems........................................... |
22 |
Physical and IT systems...................................................................... |
22 |
Service best practices ......................................................................... |
23 |
Service delivery and oversight........................................................... |
23 |

xii Service Management For Dummies
Chapter 3: The Customer Is King . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Understanding Customers’ Expectations................................................... |
26 |
Looking at a Service from the Outside........................................................ |
26 |
Understanding Service Management .......................................................... |
28 |
Dealing with the Commercial Reality.......................................................... |
29 |
Gaining Control of Services and Service Components ............................. |
30 |
Part II: Getting the Foundation in Place....................... |
33 |
Chapter 4: Service Management Standards and Best Practices . . . |
.35 |
Understanding What Best Practices and Standards Can Do for You...... |
36 |
Using Standards and Best Practices to Improve Quality.......................... |
37 |
Finding Standards.......................................................................................... |
39 |
ITIL......................................................................................................... |
39 |
ISO.......................................................................................................... |
41 |
COBIT .................................................................................................... |
42 |
eTOM ..................................................................................................... |
44 |
Getting Certified............................................................................................. |
44 |
Chapter 5: Implementing ITIL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
.47 |
ITIL V3: A Useful Blueprint for Enterprise Service Management............. |
48 |
Book 1: Service Strategy...................................................................... |
48 |
Book 2: Service Design ........................................................................ |
49 |
Book 3: Service Transition.................................................................. |
51 |
Book 4: Service Operation .................................................................. |
52 |
Book 5: Continual Service Improvement........................................... |
54 |
Practical Considerations in Implementing ITIL ......................................... |
54 |
How ITIL Integrates with Other Best-Practices Frameworks................... |
55 |
Chapter 6: Implementing a Service Management Strategy . . . . . . . . |
.57 |
Seeing What Service Management Can Do for Your Organization.......... |
57 |
Considering a real-world example ..................................................... |
58 |
Relating the example to service management ................................. |
59 |
Starting with the Service Strategy ............................................................... |
59 |
Creating a service strategy ................................................................. |
60 |
Finding out what customers really want .......................................... |
60 |
Creating a Service Management Plan.......................................................... |
61 |
Defining a Service Management Plan .......................................................... |
62 |
Understanding Service Management and Governance............................. |
63 |
Automating Service ....................................................................................... |
65 |
Planning Service Strategy and Service Management ................................ |
67 |

|
Table of Contents |
xiii |
|
|
|||
Finding Out How Your Organization Measures Up ................................... |
67 |
|
|
Seeing What Service Management Will |
|
|
|
Look Like in Your Organization ............................................................... |
68 |
|
|
Putting the focus on business performance..................................... |
69 |
|
|
Understanding service oriented architecture.................................. |
69 |
|
|
Getting to the Desired End State ................................................................. |
71 |
|
|
Chapter 7: Launching into Service Management . . . . . . . . . . . . . . . . |
. .73 |
|
|
Four Key Elements to Consider ................................................................... |
74 |
|
|
Education: A crucial component........................................................ |
74 |
|
|
Service strategy: The driver of the service management plan ...... |
76 |
|
|
Assessment: Where you are today and where you want to go...... |
77 |
|
|
Service management plan: A road map for moving forward.......... |
78 |
|
|
Don’t Forget to Measure, Monitor, and Optimize...................................... |
79 |
|
|
Part III: Service Management Technical Foundation...... |
81 |
|
|
Chapter 8: The Service Management Universe . . . . . . . . . . . . . . . . . . |
.83 |
|
|
Viewing Service Management in a Business Model................................... |
84 |
|
|
Understanding the Six Layers of Service Management ............................ |
85 |
|
|
Defining the six layers ......................................................................... |
86 |
|
|
Recognizing the dynamic nature of the six layers........................... |
88 |
|
|
Determining the Value of Service Management......................................... |
90 |
|
|
Support costs ....................................................................................... |
90 |
|
|
Optimization costs............................................................................... |
91 |
|
|
Risk costs .............................................................................................. |
92 |
|
|
Change costs ........................................................................................ |
93 |
|
|
Chapter 9: The Technical Foundation of Service Management . . . . |
.95 |
|
|
Understanding the Relationships in Systems ............................................ |
96 |
|
|
Computers and computer networks ................................................. |
96 |
|
|
Service management systems ............................................................ |
97 |
|
|
Working with a Configuration Management Database.............................. |
98 |
|
|
Integration infrastructure ................................................................... |
99 |
|
|
Asset management and discovery................................................... |
101 |
|
|
Identity management......................................................................... |
102 |
|
|
Configuration management .............................................................. |
103 |
|
|
Federating the CMDB .................................................................................. |
104 |
|
|
Strategy ............................................................................................... |
106 |
|
|
Maturity............................................................................................... |
106 |
|
|
Key performance indicators............................................................. |
107 |
|

xiv Service Management For Dummies
Chapter 10: Governing the Service Universe . . . . . . . . . . . . . . . . . . . .109
Understanding the Roles of IT Governance ............................................. |
109 |
Helping the organization meet its goals.......................................... |
110 |
Providing a view from the top.......................................................... |
110 |
Improving efficiency .......................................................................... |
111 |
Balancing IT and Business Requirements ................................................ |
112 |
Measuring and Monitoring Performance.................................................. |
113 |
Measurement methods ..................................................................... |
113 |
Proactive communication................................................................. |
114 |
Making Governance Work .......................................................................... |
114 |
Developing Best Practices.......................................................................... |
115 |
Establishing a governance body ...................................................... |
116 |
Monitoring and measuring IT service performance...................... |
117 |
Cataloging control and compliance data ........................................ |
117 |
Part IV: Nitty-Gritty Service Management ................. |
119 |
Chapter 11: Managing the Data Center . . . . . . . . . . . . . . . . . . . . . . . |
. .121 |
Understanding the Siloed Nature of the Data Center ............................. |
121 |
Seeing the Data Center As a Factory ......................................................... |
122 |
Optimizing the Data Center........................................................................ |
124 |
Managing the Data Center .......................................................................... |
126 |
Supplier management........................................................................ |
126 |
Governance and compliance............................................................ |
127 |
Managing the Facility .................................................................................. |
128 |
Asset optimization............................................................................. |
128 |
Facility management.......................................................................... |
129 |
Disaster recovery............................................................................... |
130 |
Managing Workloads................................................................................... |
131 |
Application self-service..................................................................... |
132 |
IT process automation ...................................................................... |
133 |
Workload automation........................................................................ |
134 |
Managing Hardware .................................................................................... |
134 |
Desktop and device management.................................................... |
134 |
Hardware provisioning and virtualization...................................... |
135 |
Network management ....................................................................... |
135 |
Managing Data Resources .......................................................................... |
136 |
Managing the Software Environment........................................................ |
137 |
Managing the Service Management Infrastructure ................................. |
138 |
Cloud computing................................................................................ |
138 |
Service management reporting ........................................................ |
138 |
Integration infrastructure ................................................................. |
138 |
Understanding Strategy and Maturity ...................................................... |
139 |

|
|
Table of Contents |
xv |
|
|
|
|||
Chapter 12: Service Support and the Service Desk . . . . . . . . . . . . . . . |
141 |
|
||
Watching the Service Desk in Action . . . |
or Inaction .............................. |
141 |
|
|
Seeing How a Service Desk Works............................................................. |
|
|
142 |
|
Goals of the service desk .................................................................. |
|
|
143 |
|
Functions of the service desk........................................................... |
|
|
144 |
|
Managing Events.......................................................................................... |
|
|
144 |
|
Reporting on events .......................................................................... |
|
|
145 |
|
Diagnosing problems......................................................................... |
|
|
145 |
|
Remediating and verifying problems .............................................. |
148 |
|
||
Tracking Service Key Performance Indicators ........................................ |
151 |
|
||
Service-level metrics ......................................................................... |
|
|
153 |
|
Service desk metrics.......................................................................... |
|
|
153 |
|
Chapter 13: Desktop and Device Management. . . . . . . . . . . . . . . . . . . |
155 |
|
||
Clients, Clients Everywhere . . . ................................................................. |
|
|
156 |
|
Dividing Client Management into Five Process Areas ............................ |
158 |
|
||
Asset management............................................................................. |
|
|
159 |
|
Service monitoring............................................................................. |
|
|
159 |
|
Change management ......................................................................... |
|
|
160 |
|
Security ............................................................................................... |
|
|
161 |
|
Integration/automation ..................................................................... |
|
|
162 |
|
Moving the Desktop into the Data Center ................................................ |
163 |
|
||
Session-based computing ................................................................. |
|
|
164 |
|
Operating-system streaming ............................................................ |
|
|
164 |
|
True client virtualization .................................................................. |
|
|
165 |
|
The PC blade ...................................................................................... |
|
|
165 |
|
Meeting Service Expectations in Client Environments........................... |
166 |
|
||
Chapter 14: Data Management in a Service Management World . . . |
169 |
|
||
Creating a Data Management Strategy...................................................... |
|
|
170 |
|
Reviewing the Elements of Data Management......................................... |
171 |
|
||
Typing your data for delivery .......................................................... |
|
|
171 |
|
Getting at data: Storage and retrieval ............................................. |
172 |
|
||
Securing data: Backup and recovery............................................... |
174 |
|
||
Preparing for the worst: Disaster management ............................. |
176 |
|
||
Storing data long-term: Archiving.................................................... |
|
|
177 |
|
Chapter 15: Virtualizing the Computing Environment . . . . . . . . . . . . . |
179 |
|
||
Understanding Virtualization..................................................................... |
|
|
179 |
|
Using a hypervisor in virtualization ................................................ |
182 |
|
||
Abstracting hardware assets............................................................ |
|
|
182 |
|
Managing Virtualization.............................................................................. |
|
|
183 |
|
Foundational issues........................................................................... |
|
|
183 |
|
Abstraction layer ............................................................................... |
|
|
184 |
|
Provisioning software........................................................................ |
|
|
185 |
|
Virtualizing storage ........................................................................... |
|
|
186 |
|
Hardware provisioning...................................................................... |
|
|
186 |
|
Security issues ................................................................................... |
|
|
187 |
|

xvi Service Management For Dummies
Taking Virtualization into the Cloud......................................................... |
188 |
Defining cloud computing................................................................. |
189 |
Using the cloud as utility computing .............................................. |
190 |
Veiling virtualization technology from the end user..................... |
191 |
Chapter 16: IT Security and Service Management . . . . . . . . . . . . . |
. .193 |
Understanding the Universe of Security Risks ........................................ |
194 |
Inside and outside threats ................................................................ |
194 |
Types of attacks on IT assets ........................................................... |
195 |
Taking a Structured Approach to IT Security .......................................... |
197 |
Implementing Identity Management ......................................................... |
198 |
Benefits of identity management ..................................................... |
198 |
Aspects of identity management ..................................................... |
199 |
Employing Detection and Forensics.......................................................... |
201 |
Activity logs........................................................................................ |
201 |
HIPS and NIPS ..................................................................................... |
202 |
Data audit............................................................................................ |
203 |
Encrypting Data ........................................................................................... |
203 |
Creating an IT Security Strategy ................................................................ |
204 |
Chapter 17: Business Service Management . . . . . . . . . . . . . . . . . . . |
. .207 |
Defining Business Service Management ................................................... |
208 |
Using Key Performance Indicators in Risk Management........................ |
208 |
Putting Service Levels in Context.............................................................. |
209 |
Business service levels ..................................................................... |
210 |
IT service levels ................................................................................. |
210 |
Seeing Business Service Management As a Balancing Act..................... |
213 |
Chapter 18: Planning the Evolution of the Data Center . . . . . . . . . . |
. .215 |
Approaching Service Management the Google Way ............................... |
216 |
Corporate and IT Strategizing, and Data Center Planning ..................... |
217 |
Project portfolio management ......................................................... |
218 |
Technology evaluation...................................................................... |
221 |
Governance and compliance............................................................ |
222 |
Business service management ......................................................... |
222 |
Drawing an Evolutionary Road Map for the Data Center ....................... |
223 |
Start Developing Your Service Strategy Now!.......................................... |
223 |
Part V: Real Life with Service Management................ |
225 |
Chapter 19: Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
. .227 |
Elbit Systems of America............................................................................ |
228 |
Implementing a service desk............................................................ |
228 |
Streamlining business processes..................................................... |
229 |
Creating a service catalog................................................................. |
229 |

|
Table of Contents |
xvii |
|
|
|||
Implementing a CMDB....................................................................... |
230 |
|
|
Employing virtualization................................................................... |
231 |
|
|
Establishing best practices............................................................... |
231 |
|
|
Cisco.............................................................................................................. |
232 |
|
|
Using the multilayer service catalog ............................................... |
232 |
|
|
Enhancing the CMDB......................................................................... |
233 |
|
|
Changing to a customer-experience mindset................................. |
235 |
|
|
Varian Medical Systems.............................................................................. |
235 |
|
|
Defining the challenges of the industry .......................................... |
236 |
|
|
Implementing a remote-access solution ......................................... |
236 |
|
|
Creating a rotating service desk ...................................................... |
237 |
|
|
Measuring the impact of service management .............................. |
238 |
|
|
Chapter 20: Health Care. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
239 |
|
|
The Medical Center of Central Georgia .................................................... |
240 |
|
|
Revamping the Technical Support Center...................................... |
240 |
|
|
Automating processes....................................................................... |
241 |
|
|
Establishing best practices............................................................... |
242 |
|
|
Independence Blue Cross........................................................................... |
242 |
|
|
Putting transparency back into the process .................................. |
243 |
|
|
Getting proactive for the business: The OCC................................. |
244 |
|
|
Identifying best practices ................................................................. |
245 |
|
|
Sisters of Mercy Health System ................................................................. |
246 |
|
|
Seeing the need for improved service management ..................... |
246 |
|
|
Prescribing a service management solution .................................. |
247 |
|
|
Providing a service management makeover .................................. |
248 |
|
|
Achieving a healthy prognosis......................................................... |
249 |
|
|
Partners HealthCare................................................................................... |
250 |
|
|
Monitoring services........................................................................... |
250 |
|
|
Planning capacity needs ................................................................... |
251 |
|
|
Identifying team roles........................................................................ |
252 |
|
|
Chapter 21: Retail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
253 |
|
|
Virgin Entertainment Group....................................................................... |
253 |
|
|
(Store) room for improvement ........................................................ |
254 |
|
|
The circle game.................................................................................. |
254 |
|
|
Monitor the infrastructure; think about the business .................. |
255 |
|
|
Don’t light my fire .............................................................................. |
256 |
|
|
Chapter 22: Hospitality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
257 |
|
|
InterContinental Hotels Group................................................................... |
258 |
|
|
Creating a center of excellence........................................................ |
258 |
|
|
Meeting service levels ....................................................................... |
260 |
|
|
Finding a balance ............................................................................... |
261 |
|

xviii Service Management For Dummies
Chapter 23: Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .263
Commission scolaire de la Région-de-Sherbrooke.................................. |
263 |
Organizing to succeed....................................................................... |
264 |
Deploying the strategy ...................................................................... |
264 |
Changing the way things are done .................................................. |
265 |
Establishing best practices............................................................... |
266 |
Chapter 24: Service Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
. .267 |
CIBER............................................................................................................. |
267 |
Service management solutions: Then and now ............................. |
268 |
Service-level agreements: Business versus technical ................... |
269 |
Lessons learned and best practices ................................................ |
271 |
Part VI: The Part of Tens........................................... |
273 |
Chapter 25: Ten Service Management Dos and Don’ts . . . . . . . . . . |
. .275 |
Do Remember Business Objectives .......................................................... |
275 |
Don’t Stop Optimizing after a Single Process .......................................... |
276 |
Do Remember Business Processes ........................................................... |
276 |
Do Plan for Cultural Change....................................................................... |
276 |
Don’t Neglect Governance.......................................................................... |
276 |
Do Keep Security in Mind ........................................................................... |
277 |
Don’t Try to Manage Services without |
|
Standardization and Automation........................................................... |
277 |
Do Remember Industry Standards and Best Practices........................... |
277 |
Do Start with a Visible Project................................................................... |
278 |
Don’t Postpone Service Management ....................................................... |
278 |
Chapter 26: Ten Swell Service Management Resources . . . . . . . . |
. .279 |
Hurwitz & Associates .................................................................................. |
279 |
ITIL................................................................................................................. |
280 |
ITIL Central................................................................................................... |
280 |
ISO ................................................................................................................. |
280 |
ISACA and COBIT......................................................................................... |
280 |
eSCM.............................................................................................................. |
281 |
CMMI ............................................................................................................. |
281 |
eTOM............................................................................................................. |
281 |
TechTarget ................................................................................................... |
282 |
Vendor Sites ................................................................................................. |
282 |
Glossary .................................................................. |
283 |
Index ....................................................................... |
297 |