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Index 463
1 Introduction
ITIL is part of a suite of best-practice publications organization and roles, technology, associated
for IT service management (ITSM).1 ITIL provides challenges, critical success factors and risks. The
guidance to service providers on the provision of service lifecycle uses a hub-and-spoke design, with
quality IT services, and on the processes, functions service strategy at the hub, and service design,
and other capabilities needed to support them. ITIL transition and operation as the revolving lifecycle
is used by many hundreds of organizations around stages or ‘spokes’. Continual service improvement
the world and offers best-practice guidance to all surrounds and supports all stages of the service
types of organization that provide services. ITIL is lifecycle. Each stage of the lifecycle exerts influence
not a standard that has to be followed; it is on the others and relies on them for inputs and
guidance that should be read and understood, and feedback. In this way, a constant set of checks and
used to create value for the service provider and its balances throughout the service lifecycle ensures
customers. Organizations are encouraged to adopt that as business demand changes with business
ITIL best practices and to adapt them to work in need, the services can adapt and respond
their specific environments in ways that meet their effectively.
needs.
In addition to the core publications, there is also a
ITIL is the most widely recognized framework for complementary set of ITIL publications providing
ITSM in the world. In the 20 years since it was guidance specific to industry sectors, organization
created, ITIL has evolved and changed its breadth types, operating models and technology
and depth as technologies and business practices architectures.
have developed. ISO/IEC 20000 provides a formal
and universal standard for organizations seeking to
have their service management capabilities audited Continual
and certified. While ISO/IEC 20000 is a standard to service
improvement
be achieved and maintained, ITIL offers a body of Service
transition
knowledge useful for achieving the standard.
In 2007, the second major refresh of ITIL was
published in response to significant advancements
in technology and emerging challenges for IT Service
service providers. New models and architectures strategy
1.1.1 P
urpose and objectives of service Two aspects of strategy are covered in ITIL Service
strategy Strategy:
The purpose of the service strategy stage of the ■■ Defining a strategy whereby a service provider
service lifecycle is to define the perspective, will deliver services to meet a customer’s
position, plans and patterns that a service provider business outcomes
needs to be able to execute to meet an ■■ Defining a strategy for how to manage those
organization’s business outcomes. services.
The objectives of service strategy include providing:
1.1.3 Usage
■■ An understanding of what strategy is
ITIL Service Strategy provides access to proven best
■■ A clear identification of the definition of practice based on the skill and knowledge of
services and the customers who use them experienced industry practitioners in adopting a
■■ The ability to define how value is created and standardized and controlled approach to service
delivered management. Although this publication can be
■■ A means to identify opportunities to provide used and applied in isolation, it is recommended
services and how to exploit them that it is used in conjunction with the other core
■■ A clear service provision model, that articulates ITIL publications. All of the core publications need
how services will be delivered and funded, and to be read to fully appreciate and understand the
to whom they will be delivered and for what overall lifecycle of services and IT service
purpose management.
■■ The means to understand the organizational
capability required to deliver the strategy 1.1.4 Value to business
■■ Documentation and coordination of how Selecting and adopting the best practice as
service assets are used to deliver services, and recommended in this publication will assist
how to optimize their performance organizations in delivering significant benefits.
■■ Processes that define the strategy of the Adopting and implementing standard and
organization, which services will achieve the consistent approaches for service strategy will:
strategy, what level of investment will be ■■ Support the ability to link activities performed
required, at what levels of demand, and the by the service provider to outcomes that are
means to ensure a working relationship exists critical to internal or external customers. As a
between the customer and service provider. result, the service provider will be seen to be
The reader should be able to understand the most contributing to the value (and not just the
important practices related to defining and costs) of the organization.
executing a service strategy within a service ■■ Enable the service provider to have a clear
provider organization. understanding of what types and levels of
service will make its customers successful and
1.1.2 Scope then organize itself optimally to deliver and
ITIL Service Strategy starts by defining and support those services. The service provider will
discussing the generic principles and processes of achieve this through a process of defining
service management, and these generic principles strategies and services, ensuring a consistent,
are then applied consistently to the management repeatable approach to defining how value will
of IT services. be built and delivered that is accessible to all
stakeholders.
This publication is intended for use by both
■■ Enable the service provider to respond quickly
internal and external service providers, and
and effectively to changes in the business
includes guidance for organizations which are
environment, ensuring increased competitive
required to offer IT services as a profitable
advantage over time.
business, as well as those which are required to
■■ Support the creation and maintenance of a
offer IT services to other business units within the
portfolio of quantified services that will enable
same organization – at no profit.
Organizations should use ITIL Service Strategy to introducing new and changed services into
set objectives and expectations of performance supported environments. It describes how to
towards serving customers and market spaces, and transition an organization from one state to
to identify, select and prioritize opportunities. another while controlling risk and supporting
Service strategy is about ensuring that organizational knowledge for decision support. It
organizations are in a position to handle the costs ensures that the value(s) identified in the service
and risks associated with their service portfolios, strategy, and encoded in service design, are
and are set up not just for operational effectiveness effectively transitioned so that they can be realized
but for distinctive performance. in service operation.
Organizations already practising ITIL can use ITIL ITIL Service Transition describes best practice in
Service Strategy to guide a strategic review of their transition planning and support, change
ITIL-based service management capabilities and to management, service asset and configuration
improve the alignment between those capabilities management, release and deployment
and their business strategies. ITIL Service Strategy management, service validation and testing,
will encourage readers to stop and think about change evaluation and knowledge management. It
why something is to be done before thinking of provides guidance on managing the complexity
how. related to changes to services and service
management processes, preventing undesired
1.2.2 Service design consequences while allowing for innovation.
For services to provide true value to the business, ITIL Service Transition also introduces the service
they must be designed with the business objectives knowledge management system, which can
in mind. Design encompasses the whole IT support organizational learning and help to
organization, for it is the organization as a whole improve the overall efficiency and effectiveness of
that delivers and supports the services. Service all stages of the service lifecycle. This will enable
design is the stage in the lifecycle that turns a people to benefit from the knowledge and
service strategy into a plan for delivering the experience of others, support informed decision-
business objectives. making, and improve the management of services.
ITIL Service Design provides guidance for the
design and development of services and service 1.2.4 Service operation
management practices. It covers design principles ITIL Service Operation describes best practice for
and methods for converting strategic objectives managing services in supported environments.
into portfolios of services and service assets. The It includes guidance on achieving effectiveness and
scope of ITIL Service Design is not limited to new efficiency in the delivery and support of services to
services. It includes the changes and improvements ensure value for the customer, the users and the
necessary to increase or maintain value to service provider.
customers over the lifecycle of services, the
Strategic objectives are ultimately realized through
continuity of services, achievement of service levels,
service operation, therefore making it a critical
and conformance to standards and regulations. It
capability. ITIL Service Operation provides guidance
guides organizations on how to develop design
on how to maintain stability in service operation,
capabilities for service management.
allowing for changes in design, scale, scope and
Other topics in ITIL Service Design include design service levels. Organizations are provided with
coordination, service catalogue management, detailed process guidelines, methods and tools for
service level management, availability use in two major control perspectives: reactive and
management, capacity management, IT service proactive. Managers and practitioners are provided
continuity management, information security with knowledge allowing them to make better
management and supplier management. decisions in areas such as managing the availability
of services, controlling demand, optimizing
1.2.3 Service transition capacity utilization, scheduling of operations, and
ITIL Service Transition provides guidance for the avoiding or resolving service incidents and
development and improvement of capabilities for managing problems. New models and architectures
such as shared services, utility computing, web Act (PDCA) cycle, is established. Feedback from any
services and mobile commerce to support service stage of the service lifecycle can be used to identify
operation are described. improvement opportunities for any other stage of
the lifecycle.
Other topics in ITIL Service Operation include event
management, incident management, request Other topics in ITIL Continual Service Improvement
fulfilment, problem management and access include service measurement, demonstrating value
management processes; as well as the service desk, with metrics, developing baselines and maturity
technical management, IT operations management assessments.
and application management functions.
1.3 ITIL in relation to other
1.2.5 Continual service improvement
publications in the Best
ITIL Continual Service Improvement provides
Management Practice portfolio
guidance on creating and maintaining value for
customers through better strategy, design, ITIL is part of a portfolio of best-practice
transition and operation of services. It combines publications (known collectively as Best
principles, practices and methods from quality Management Practice or BMP) aimed at helping
management, change management and capability organizations and individuals manage projects,
improvement. programmes and services consistently and
effectively (see Figure 1.2). ITIL can be used in
ITIL Continual Service Improvement describes best
harmony with other BMP products, and
practice for achieving incremental and large-scale
international or internal organization standards.
improvements in service quality, operational
Where appropriate, BMP guidance is supported by
efficiency and business continuity, and for ensuring
a qualification scheme and accredited training and
that the service portfolio continues to be aligned
consultancy services. All BMP guidance is intended
to business needs. Guidance is provided for linking
to be tailored for use by individual organizations.
improvement efforts and outcomes with service
strategy, design, transition and operation. A closed
loop feedback system, based on the Plan-Do-Check-
Glossary
Guidance
Models
PRINCE2®
Maturity Programme management (MSP®)
Model
(P2MM)
Project management (PRINCE2®)
Figure 1.2 ITIL’s relationship with other Best Management Practice guides
small, medium and large enterprises, and within showing the major inputs and outputs for the
any technical environment. Organizations service strategy lifecycle stage.
should adopt ITIL and adapt it to meet the
■■ Chapter 4 Service strategy processes
needs of the IT organization and their
Chapter 4 sets out the processes and activities
customers.
on which effective service strategy depends and
■■ Best practice ITIL represents the learning
how they integrate with the other stages of the
experiences and thought leadership of the
lifecycle.
world’s best-in-class service providers.
■■ Chapter 5 Service strategy, governance, architecture
ITIL is successful because it describes practices that
and ITSM implementation strategies
enable organizations to deliver benefits, return on
Chapter 5 deals with some of the major
investment and sustained success. ITIL is adopted
strategic interfaces between service strategy,
by organizations to enable them to:
the business context and service management.
■■ Deliver value for customers through services Specifically, it looks at the interface between
■■ Integrate the strategy for services with the the overarching organization strategy, the
business strategy and customer needs strategy of the service provider, and the service
■■ Measure, monitor and optimize IT services and provider’s IT service management strategy. It
service provider performance also considers the relationship between service
■■ Manage the IT investment and budget management, enterprise architecture and
■■ Manage risk application development.
■■ Manage knowledge ■■ Chapter 6 Organizing for service strategy
■■ Manage capabilities and resources to deliver This chapter identifies the organizational roles
services effectively and efficiently and responsibilities that are needed to manage
■■ Enable adoption of a standard approach to the service strategy lifecycle stage and
service management across the enterprise processes. These roles are provided as guidelines
■■ Change the organizational culture to support and can be combined to fit into a variety of
the achievement of sustained success organizational structures. Examples of
■■ Improve the interaction and relationship with organizational structures are also provided.
customers ■■ Chapter 7 Technology considerations
■■ Coordinate the delivery of goods and services ITIL service management practices gain
across the value network momentum when the right type of technical
■■ Optimize and reduce costs. automation is applied. This chapter provides
recommendations for the use of technology in
service strategy and the basic requirements a
1.5 Chapter summary
service provider will need to consider when
ITIL Service Strategy comprises: choosing service management tools.
■■ Chapter 2 Service management as a practice ■■ Chapter 8 Implementing service strategy
This chapter explains the concepts of service For organizations new to ITIL, or those wishing
management and services, and describes how to improve their maturity and service capability,
these can be used to create value. It also this chapter outlines effective ways to
summarizes a number of generic ITIL concepts implement the service strategy lifecycle stage.
that the rest of the publication depends on.
■■ Chapter 9 Challenges, risks and critical success
■■ Chapter 3 Service strategy principles factors
This chapter describes the terminology and key It is important for any organization to
principles which form the building blocks of understand the challenges, risks and critical
service strategy best practice. These principles success factors that could influence their success.
are the policies and governance aspects of the This chapter discusses typical examples of these
service strategy lifecycle stage that anchor the for the service strategy lifecycle stage.
tactical processes and activities to achieving
■■ Appendix A Present value of an annuity
their objectives. It concludes with a table