the applicability of it service management & the it infrastructure library (itil) to financial...

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The Applicability of IT Service Management and the IT Infrastructure Library (ITIL) to Financial Services

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The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

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Page 1: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

The Applicability of IT Service Management and the IT Infrastructure Library (ITIL) to Financial Services

Page 2: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/20072

Technology ManagementConference Agenda

• ITIL and ITSM Overview

• Panel Discussion

Jacob Granek Managing Director Depository Trust & Clearing Corporation

Christopher LordVice President – IT Service ManagementDepository Trust & Clearing Corporation

Jim Jankowski Director Technology ServicesThe Bank of New York

Ralph QuartianoExecutive Director Morgan Stanley

Karl BietschEVP & Co-founderConsulting-Portal

Page 3: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/20073

Technology ManagementConference IT Service Management

Does IT and the Business see things “eye to eye”?

Page 4: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/20074

Technology ManagementConference ITSM is Service Focused

Page 5: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

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Technology ManagementConference ITSM Decomposes Services

Customer view

TechnologyNetwork Servers Application Software

Business Processes

Page 6: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/20076

Technology ManagementConference ITIL Underpins IT Service Management

• A set of books

• A framework of best practices

• An approach

• Service provision

• The “What”, not the “How”

• Public domain

Page 7: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/20077

Technology ManagementConference ITIL Background

• First Published in 1989

• UK government’s Central Computer & Telecommunication Agency (CCTA) now part of the Office of Government Commerce (OGC)

• Originally, intended to be used by the British government to improve Service Management

• Public domain, though materials are copyright of the Crown

• Large following in Europe, adoption skyrocketing in North America

Page 8: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

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Technology ManagementConference The ITIL Processes

ServiceDesk

ConfigurationManagement

IncidentManagement

ProblemManagement

ChangeManagement

ReleaseManagement

Getting to the root cause of incidents and ensuring that permanent solutions are deployed to prevent reoccurrence

Minimizing the impact of change on the business through standardized methods

Deployment of packagedchanges reducing the impact of frequent one-off change implementations

Focusing on the quick restoration of service minimizing the impact to the business.

Identifying, controlling and verifying IT components and their inter-relationships. Provides information key to the other processes.

Ensuring that the necessary IT services can be recovered

within agreed business timescales

AvailabilityManagement

CapacityManagement

IT ServiceContinuity

Management

FinancialManagement

forIT Services

ServiceLevel

Management

Maintain and improve IT service quality, through a

constant cycle of agreeing, monitoring and reporting on

IT service achievements

Providing the sustained level of Availability required by the

business in a cost effective manner

Ensuring that the Capacity and

Performance needs of the business are being met

Cost-effective control and management of the IT

assets and the financial resources used in

delivering IT services

SE

RV

ICE

SU

PP

OR

TS

ER

VIC

E D

ELIV

ER

Y

Page 9: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/20079

Technology ManagementConference Growth of ITIL

0

20000

40000

60000

80000

100000

2000 2001 2002 2003 2004 2005

Service ManagerPractitionerFoundationTotal

Other Key Indicators

• Corporate Recruiting

• University programs

• RFP Requirements

• Regulatory Audits

• ISO20000 certification

Page 10: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/200710

Technology ManagementConference ITIL Version 3

Page 11: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/200711

Technology ManagementConference Who is Using ITIL

• Financial Services– Bank of Montreal– Bank of New York– Barclay Bank– CIBC– Depository Trust and Clearing

Corp.– Fidelity Investments– Morgan Stanley– NYSE Group– RBC Financial Services

• Numerous Commercial Enterprises

• Government– Federal Government– Provincial and State

Governments– Government contractors

• Vendors– CA– BMC– HP– IBM– Outsourcing Organizations– Consulting Organizations

Page 12: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/200712

Technology ManagementConference ITIL Certification

Practitioner of IT Service Management

Practitioner of IT Service Management

Manager of IT Service Management

Manager of IT Service Management

ITIL IT Service Management

ITIL IT Service Management

Foundation Specialist

Page 13: The Applicability Of IT Service Management & The IT Infrastructure Library (ITIL) To Financial Services

6/25/200713

Technology ManagementConference Why is ITSM Important?

Standardization

Repeatability

Measurability

Regulatory Compliance Service ImprovementUnderpins Automation

Common Approach and Language