transitioning projtransitioning projects and services into production - by ms samantha cox

15
Transitioning Services and Projects into Production Sam Cox July 2013

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Page 1: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Transitioning Services and Projects into Production

Sam Cox

July 2013

Page 2: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Sam Cox

Senior Consultant (UXC Consulting) ITIL v3 Expert, Prince2, COBIT

• More than 10 years in banking

• 8+ years in IT Service

Management

• 2 major technology mergers

• 3 large scale IT projects

• ITIL process rollouts and

continual service improvements

ITIL® is a registered trade mark of the Cabinet Office

Page 3: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

• Complex technology environments

• Delivery pressure – faster, better, cheaper

• Production integration and stability

Service Transition Challenges…

Page 4: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Evolution of Banking & Technology 3 AD

First Bank started in Persia

9 AD

Cheques are used to assist trade between China and Arabia

1920

Merchant charge cards appear

1940

Retail credit cards

1967

Barclays deploy first Automated Teller Machine

1977

First SWIFT Interbank message

1994

Standard Federal Credit Union first to offer Internet Banking

1999

First online WAP Mobile Phone Banking appears

1766

First Mortgage

1987

First widespread electronic trading system

Secure

Compliant

Resilient

Scalable

Available

1156

First foreign exchange contract

First central bank in Holland

1668 1989

24 hour telephone banking

Page 5: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

306 Billion

Number of Credit Cards in

the world

Number of mobile phone banking users

2.2 Million

Number of ATM’s in the

world

Number of PayPal

transactions per day

2010 Global volume of

payment transactions

400 Million

5 Billion

Paying with Smartphone

expected to outpace credit cards in the

future

Expected to look like an ipad with

Skype in the future

Expected to double in next 4

years

Double digit growth expected year on year in

Asia

> 5 Million

30% growth expected each

year

Innovation & Growth

Page 6: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Build the Bank Run the Bank

Production Project

Code &

Commission

Resources &

Timeframes Deployment Budget

Project Initiation

Require- ments

Project Planning

Design Build Test Implement PIR

Business provides

requirements Architecture

Release Mgt

Change Mgt

Incident Mgt

IT Organisation

Business User

Acceptance Support

Project Delivery

App Infra

PMO

App Infra

Support

ITIL® is a registered trade mark of the Cabinet Office

Page 7: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

3 Common Issues

• Focus on functional requirements

• Change Management unable to push back

• Support teams busy fighting fires

Page 8: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Service Transition

Release and Deployment Management

Transition Planning and Support

Knowledge Management Change Management Service Asset and Configuration Management

Service Transition

Incident Management Request Fulfilment Problem Management Access Management Event Management

Service Operation

The objective of ITIL® Service Transition is to build and deploy IT services.

Service Transition also makes sure that changes to services and Service

Management processes are carried out in a controlled and coordinated

way.

ITIL® is a registered trade mark of the Cabinet Office Quoted text is from introduction to the ITIL© Service Lifecycle Crown copyright 2010

Page 9: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Service Design

Release and Deployment Management

Transition Planning and Support

Knowledge Management Change Management Service Asset and Configuration Management

Service Transition

Incident Management Request Fulfilment Problem Management Access Management Event Management

Service Operation

The objective of ITIL® Service Design is to design new IT services. The

scope of Service Design includes the design of new services, as well as

changes and improvements to existing ones

Service Design

Design Coordination

Service Level Management

Availability Management

Information Security Management

Supplier Management

Capacity Management

IT Service Continuity Management

Service Catelogue Management

ITIL® is a registered trade mark of the Cabinet Office Quoted text is from introduction to the ITIL© Service Lifecycle Crown copyright 2010

Page 10: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Service Strategy

Release and Deployment Management

Transition Planning and Support

Knowledge Management Change Management Service Asset and Configuration Management

Service Transition

Incident Management Request Fulfilment Problem Management Access Management Event Management

Service Operation

Service Design

Design Coordination

Service Level Management

Availability Management

Information Security Management

Supplier Management

Capacity Management

IT Service Continuity Management

Service Catelogue Management

Service Portfolio Management Business Relationship Management Financial Management for IT Services

Service Strategy

ITIL® is a registered trade mark of the Cabinet Office Quoted text is from introduction to the ITIL© Service Lifecycle Crown copyright 2010

Page 11: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Getting the Balance Right

Production Project

Project Initiation

Require- ments

Project Planning

Design Build Test Implement PIR

• Dedicated resources to work with projects

• Ensure they add value

• Define the engagement points (guide, provide, check)

Operability & supportability

Validation

Deployment

Funding

Support

Page 12: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

5 Pillars of Service Transition

Support Model

Deployment

Infrastructure

Application

Project Plan

SLR’s / SLA’s

Training Plan

Resourcing model

Release approach

Transition Plan

Early Life Support

Failure Analysis

Operations Tools

Supportability

Bank standards

Test strategy

Access Control

Time

Cost

Quality

Page 13: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

Hints and Tips

• Use previous experience to identify errors in the Service

Design

• Set Service Transition KPI’s to encourage transparency

• Early engagement doesn’t mean you will have all the

answers day one in a neat package

• Recognise project lifecycles typically are not like a diagram in

a book

• No amount of process will remove the need for stakeholder

management

Page 14: Transitioning projTransitioning Projects and Services into Production - by Ms Samantha Cox

The Final Word…

• The later in the lifecycle an error is detected, the higher the

cost of rectification

• Technology complexity will likely increase in the future. Deal

with it

• Services only deliver profit when in production