itil_foundations_certification_course final final.ppt

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    ITIL V.3ITIL V.3

    Moustafa Abdul Wahab

    ITIL FoundationsCertification Course

    ITIL ® is a Registered Trade Mark, and a Registered Community Trade Mark of the Office ofGovernment Commerce, and is Registered in the U. . !atent and Trademark Office.

    IT Infrastructure Li"rary® is a Registered Trade Mark of the Centra# Com$uter andTe#ecommunications %gency &hich is no& $art of the Office of Government Commerce.

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    Introduction

    ITIL History What is ITIL? ITSM - IT Service Management ITIL Certifications ITIL Goals & benefits of applying IT Service

    Management ITIL Common Terminology

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    ITIL 'istoryITIL 'istory

    In the #ate ()*+ s, -()*) the /ritish govt. asked the Centra# Com$uter andTe#ecommunications %gency -CCT% 0 OGC -Office of Govt. Commerce tostructure the IT organi1ations of the /ritish government agencies.

    This resu#ted in the IT Infrastructure Li"rary, a #i"rary of "ooks descri"ing "est $ractices in IT management, and a detai#ed a$$roach for the im$#ementation of these "est $ractices.

    The aims of the CCT% in deve#o$ing the IT Infrastructure Li"rary &ere2The aims of the CCT% in deve#o$ing the IT Infrastructure Li"rary &ere2 3 to faci#itate the 4ua#ity management of IT services. 3 increase the efficiency &ith &hich the cor$orate o"5ectives are met. 3 to im$rove efficiency, increase effectiveness, and reduce risks. 3 to $rovide codes of $ractice in su$$ort of tota# 4ua#ity.

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    ITIL is a com$i#ation of "est $ractices in IT ervice Management, deve#o$ed"y the OGC -Office of Govt. Commerce and su$$orted "y $u"#ications,

    4ua#ifications and an internationa# user grou$.ITIL defines the organi1ationa# structure and ski## re4uirements of aninformation techno#ogy organi1ation and a set of standard o$erationa#management $rocedures to a##o& the organi1ation to manage an ITo$eration and associated IT infrastructure.

    ITIL does not set in stone every action you shou#d do on a day6to6day "asisas that is something &hich differs from organi1ation to organi1ation. Instead,it a##o&s the IT Infrastructure Li"rary to "e uti#i1ed &ithin organi1ations &ithe7isting methods and activities in ervice Management.

    IT ervice Management -IT M is concerned &ith de#ivering and su$$ortingIT services that are a$$ro$riate to the "usiness re4uirements of theorgani1ation.

    8hat is ITIL98hat is ITIL9

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    8hat is ITIL98hat is ITIL9ITIL is o&ned "y the U: Governments Office of GovernmentCommerce -OGC

    ITIL is a !u"#ic ;omain

    %t ())< 3 Launched in =orth %merica

    5

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    ITSMITSM IT Service Management IT Service Management The term IT ervice Management -IT M is used in many &ays "y different

    management #eve#s and organi1ations #ooking for governance and increasedmaturity of their IT organi1ation.

    tandard e#ements for most definitions of IT M inc#ude2

    3 ;escri$tion of the processes re4uired to de#iver and su$$ort IT ervicesfor customers.

    3 The $ur$ose is to de#iver and su$$ort the technology or productsneeded "y the "usiness to meet key organi1ationa# o"5ectives or goa#s.

    3 ;efinition of ro#es and res$onsi"i#ities for the people invo#ved inc#uding ITstaff, customers and other stakeho#ders invo#ved.

    The management of e ternal suppliers !partners" invo#ved in the de#iveryand su$$ort of the techno#ogy and $roducts "eing de#ivered and su$$orted"y IT.

    #

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    ITSMITSM IT Service Management IT Service Management

    The com"ination of the $revious e#ements - processes$ technologyor products$ people and e ternal suppliers or partners" $rovidethe ca$a"i#ities re4uired for an IT organi1ation to de#iver and su$$ort4ua#ity IT ervices that meet s$ecific "usiness needs andre4uirements.

    The officia# ITIL® definition of IT ervice Management descri"ingIT M as “A set of specialized organizational capabilities for

    providing value to customers in the form of services”.

    %

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    ITSMITSM IT Service Management IT Service Management There are four perspecti&es !'4()s*" or attributes to e plain the concept ofIT+M,

    3 (artners-+uppliers (erspecti&e. Takes into account the im$ortance of !artnerand >7terna# u$$#ier re#ationshi$s and ho& they contri"ute to ervice ;e#ivery.

    3 (eople (erspecti&e. Concerned &ith the ?soft@ side 3 IT staff, customers andother stakeho#ders for e7am$#e2

    A do staff have the correct skills and knowledge to perform their roles?do staff have the correct skills and knowledge to perform their roles? 3 (roducts-Technology (erspecti&e. Takes into account IT services, hard&are 0

    soft&are, "udgets, too#s.

    3 (rocess (erspecti&e. Re#ates the end6to6end de#ivery of service "ased on$rocess f#o&s.

    Quality IT Service Management ensures that all of these four perspectives are takenQuality IT Service Management ensures that all of these four perspectives are takeninto account as part of the continual improvement of the IT organization.into account as part of the continual improvement of the IT organization.

    /

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    ITIL Goa#s 0 "enefits of a$$#ying IT ervice ManagementITIL Goa#s 0 "enefits of a$$#ying IT ervice ManagementBaci#itate ua#ity Management of IT ervices

    Im$rove >fficiencyIncrease >ffectiveness

    Reduce Risk

    Cost 5ustifia"#e service 4ua#ity

    ervices that meet "usiness, customer and user demands

    >veryone kno&s their ro#e and kno&s their res$onsi"i#ities in service $rovision

    Learning from $revious e7$erience

    ;emonstra"#e $erformance indicators.

    Codes of !ractice u$$orting Tota# ua#ity

    I O)++( Com$#iant

    0

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    takeho#ders &ho can "enefit from im$roved IT Mtakeho#ders &ho can "enefit from im$roved IT Menior management.

    /usiness unit managers.

    Customers.

    >nd users.

    IT staff.

    u$$#iers.

    1

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    Business and IT RelationshipBusiness and IT Relationship

    %n organi1ation can "e divided into a num"er of su$$orting #ayers that &ork

    together to meeting a num"er of organi1ationa# goa#s. These #ayers arecommunicated "y the fo##o&ing2

    (. rgani ation. 8hat are the key goa#s for the organi1ation9

    D. C 6 7usiness (rocesses. These "usiness $rocesses ena"#e the o"5ectives to"e met.

    E. IT +er&ice rgani ation. 8hat IT ervices are re4uired to ena"#e the effectiveand efficient e7ecution of the "usiness $rocesses9

    F. IT +er&ice Manage8ent. The focus here is on the ITIL® $rocesses re4uired for4ua#ity de#ivery and su$$ort of the IT ervices.

    . IT Technical Acti&ities. The actua# technica# activities re4uired as $art of thee7ecution of the ITIL® $rocesses a"ove. These are techno#ogy s$ecific .

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    d f

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    6 a8ple to illustrate business and IT6 a8ple to illustrate business and IT RelationshipRelationship ur 7usiness. % fashion store

    What are so8e of our organi ation)s ob9ecti&es or strategic goals:

    3 8e &ant to make a #ot of money HHH

    3 8e &ant to have a good image and re$utation

    What 7usiness (rocesses aide in achie&ing those ob9ecti&es:

    3 Retai#, marketing, "uying, $rocurement, 'R etc.

    What IT +er&ices are these business processes dependent on: 3 8e" site, emai#, automatic $rocurement system for "uying $roducts, !oint of a#e ervices

    We ha&e IT+M in order to 8a;e sure the IT +er&ices are.

    3 8hat &e need - ervice Leve# Management, Ca$acity Management, etc.

    3 %vai#a"#e &hen &e need it -%vai#a"i#ity Management, Incident Management etc.

    3 !rovisioned cost6effective#y -Binancia# Management, ervice Leve# Management

    If &e don t manage the IT ervices a$$ro$riate#y &e cannot re#y on these services to "eavai#a"#e &hen &e need. If this occurs &e cannot ade4uate#y su$$ort our "usiness $rocesseseffective#y and efficient#y. %nd therefore &e cannot meet or su$$ort our overa## organi1ation so"5ectives12

    ITIL F d i C ifi i C

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    8hat is ITIL9 -again8hat is ITIL9 -againBive vo#umes make u$ the IT Infrastructure Li"rary -Jersion E 2

    3 ervice trategy

    3 ervice ;esign

    3 ervice Transition

    3 ervice O$eration 3 Continua# ervice Im$rovement

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    ITIL F d ti C tifi ti C

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    I T I L &

    3 + e r &

    i c e

    L i f e c y c

    l e

    I T I L &

    3 + e r &

    i c e

    L i f e c y c

    l e

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    8hich of the fo##o&ing is a "enefit of using ITIL9

    %. That it is fina##y $ossi"#e to charge for IT services

    /. That the organi1ation around the IT services can "e set u$ faster

    C. That the 4ua#ity and the costs of the IT services can "e contro##edmore efficient#y

    ;. That the users can inf#uence the IT organi1ation $roviding the ITservices

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    BunctionBunction

    1#

    Functions. % team or grou$ of people and the too#s they use to carryout one or more !rocesses or %ctivities.Bunctions $rovide units of organi1ation res$onsi"#e for s$ecificoutcomes.

    ITIL !unctions covered include"

    A ervice ;esk

    A Technica# Management

    A %$$#ication Management

    A IT O$erations Management

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    ITILITIL Co88on Ter8inologyCo88on Ter8inology

    1%

    (rocess

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    ITILITIL Co88on Ter8inologyCo88on Ter8inology

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    Internal +er&ice (ro&iders.

    %n interna# service $rovider that is em"edded &ithin a "usiness unit e.g. one IT

    organi1ation &ithin each of the "usiness units. The key factor is that the IT Services provide a source of competitive advantage in the market s$ace the "usiness e7ists in.

    +hared +er&ice (ro&iders.

    %n interna# service $rovider that $rovides shared IT service to more than one "usinessunit e.g. one IT organi1ation to service a## "ranches in a "ig organi1ation. IT ervicesty$ica##y don t $rovide a source of com$etitive advantage, "ut instead support effectiveand efficient #usiness processes.

    6 ternal +er&ice (ro&iders.

    ervice $rovider that $rovides IT services to e7terna# customers i.e. outsourcing

    7usiness Case. % decision su$$ort and $#anning too# that $ro5ects the #ike#yconse4uences of a "usiness action. It $rovides 5ustification for a significant item ofe7$enditure. Inc#udes information a"out costs, "enefits, o$tions, issues, risks and$ossi"#e $ro"#ems.

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    ITILITIL Co88on Ter8inologyCo88on Ter8inology

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    IT +er&ice Manage8ent.

    % set of s$ecia#i1ed organi1ationa# ca$a"i#ities for $roviding va#ue to customers in theform of services.

    Capabilities.

    The a"i#ity of an organi1ation, $erson, $rocess, a$$#ication, or IT service to carry outan activity. Ca$a"i#ities can "e descri"ed as2

    A The functions and $rocesses uti#i1ed to manage services.

    A Intangi"#e assets of an organi1ation that cannot "e $urchased, "ut must "edeve#o$ed and matured over time.

    The ITSM set of organizational capa#ilities aims to ena#le the effective and efficientThe ITSM set of organizational capa#ilities aims to ena#le the effective and efficientdelivery of services to customers.delivery of services to customers.

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    ITILITIL Co88on Ter8inologyCo88on Ter8inology

    2

    esources.

    % term that inc#udes IT Infrastructure, $eo$#e, money or anything e#se

    that might he#$ to de#iver an IT service. Resources are a#so considered to "e

    tangi"#e assets of an organi1ation.

    (rocess.

    % set of coordinated activities com"ining and im$#ementing resources and

    ca$a"i#ities in order to $roduce an outcome and provide value to customers or

    stakeholders.

    +er&ice. % means of de#ivering va#ue to Customers "y faci#itating outcomescustomers &ant to achieve &ithout the o&nershi$ of s$ecific costs or risks

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    ITIL CertificateITIL CertificateI >/ -Infor8ation +yste8s 6 a8ination 7oard K> I= !e a8ination board" IT ervice Management Boundation !ITIL" Certificate

    Mu#ti$#e choice e7amination -D hour

    < re4uired to $ass -D< from F+

    The "oard current#y functions under the su$$ort of the /ritishCom$uter ociety -/C .

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    What are Services What are Services

    The officia# definition of a ervice is2

    3 $a means of delivering value to %ustomers #y facilitating outcomescustomers want to achieve without the ownership of specific costs orrisks&.

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    What are Services What are Services If &e as IT staff focus on the a$$#ications or hard&are e#ements "eing$rovided and forget or ignore the importance of the surrounding elementsforget or ignore the importance of the surrounding elementsthat make up the end'to'end service(that make up the end'to'end service( the customer e7$erience andsu"mitted 4ua#ity and va#ue &i## "e negative#y im$acted.

    /ut if &e take a ervice oriented $ers$ective, &e a#so ensure that2

    3 Communication &ith customers and end users is effective#y maintained.

    3 %$$ro$riate reso#ution times are maintained for end user and customeren4uiries.

    3 Trans$arency and visi"i#ity of the IT organi1ation and &here money is"eing s$ent is maintained.

    3 The IT organi1ation &orks $roactive#y to identify $otentia# $ro"#ems thatshou#d "e so#ved or im$rovement actions that cou#d "e made.

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    ;efining !rocesses;efining !rocesses!rocesses can "e defined as a structured set of coordinated activities designed toa structured set of coordinated activities designed to produce an outcome and provide value to customers or stakeholders. produce an outcome and provide value to customers or stakeholders.

    % $rocess takes one or more in$uts and through the activities $erformed turns theminto defined out$uts.

    !rinci$#es a"out $rocesses2!rinci$#es a"out $rocesses2

    %## $rocesses shou#d "e measura"#e and $erformance driven -not 5ust time, "utmeasuring overa## efficiency inc#uding cost, effort and other resources used .

    !rocesses are strategic assets &hen they create com$etitive advantage and marketdifferentiation.

    !rocesses may define ro#es, res$onsi"i#ities, too#s, management contro#s, $o#icies,standards, guide#ines, activities and &ork instructions.

    ) process owner process owner is the $erson res$onsi"#e for ensuring that the $rocess is fit for the desired$ur$ose and is res$onsi"#e for the out$uts of that $rocess.

    % process manager process manager is the $erson res$onsi"#e for the o$erationa# management of a $rocess.There may "e severa# Managers for the one $rocess or the same $erson may "e "oth the$rocess o&ner and $rocess manager -in sma## organi1ations .25

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    2#

    !rocess!rocess>#ements>#ements

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    ;esign of $rocesses Guide#ines;esign of $rocesses Guide#ines8hen defining and designing $rocesses, it is im$ortant to consider "oth the$hysica# and "ehaviora# as$ects that e7ist.

    This may "e addressed "y ensuring the a## re4uired stakeho#ders -e.g. staffmem"ers, customers and users etc. are a$$ro$riate#y invo#ved in the designof $rocesses so that2

    They can communicate their o&n ideas, concerns and o$inions that mightinf#uence the &ay in &hich $rocesses are designed, im$#emented andim$roved.

    %#so "ehaviors that may affect the $rocess design and im$#ementation.

    takeho#der grou$s are $rovided ade4uate training and education regardingho& to $erform their ro#e &ithin the $rocess.

    takeho#ders genera##y fee# to "e em$o&ered in the change "eingdeve#o$ed, and therefore are more #ike#y to res$ond $ositive#y rather thanactive#y or $assive#y resisting the organi1ationa# changes occurring.2%

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    2/

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    ;efining Bunctions;efining BunctionsBunctions refer to the logical grouping of roles and automatedthe logical grouping of roles and automatedmeasures that e*ecute a defined process( an activity or com#inationmeasures that e*ecute a defined process( an activity or com#inationof #oth.of #oth.

    The functions &ithin ervice O$eration are needed to manage theNsteady state o$eration IT environment.

    ust #ike in s$orts &here each $#ayer &i## have a s$ecific ro#e to $#ay inthe overa## team strategy, IT Bunctions define the different roles andthe different roles andresponsi#ilities re+uired for the overall design( delivery andresponsi#ilities re+uired for the overall design( delivery andmanagement IT Services.management IT Services.

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    3

    The ITIL®

    Bunctions fromerviceO$eration

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    Connecting !rocesses and BunctionsConnecting !rocesses and BunctionsIt is often said that $rocesses are $erfect... unti# $eo$#e get invo#ved.

    This saying comes from fai#ure &hen e7ecuting $rocesses due tomisunderstandings of the $eo$#e invo#ved and a #ack of c#arity of the ro#es andres$onsi"i#ities.

    % usefu# too# to assist the definition of the ro#es and res$onsi"i#ities &hen designing$rocesses is the R%CI Mode#. ,)%I stands for",)%I stands for"

    = esponsibility -actua##y does the &ork for that activity "ut re$orts to thefunction or $osition that has an ?%@ against it .

    A = Accountability -is made accounta"#e for ensuring that the action takes $#ace,even if they might not do it themse#ves . This ro#e im$#ies o&nershi$.

    C = Consult -adviceK guidance K information can "e gained from this function or$osition $rior to the action taking $#ace .I = Infor8 -the function or $osition that is to#d a"out the event after it hasha$$ened .

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    R%CI Mode#R%CI Mode#

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    The ervice Lifecyc#eThe ervice Lifecyc#e

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    The ervice Lifecyc#eThe ervice Lifecyc#eLifecycle. The natural process of stages that an organism or

    inanimate o#-ect goes through as it matures.!or e*ample( human stages are #irth( infant( toddler( child( pre'teen(teenager( young adult( adult( elderly adult and death.

    The conce$t of the Service !ifec"cle is fundamenta# to ITIL Jersion E.

    3#

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    ITIL J.E Bive tages -"ooksITIL J.E Bive tages -"ooks

    3%

    Continua# ervice Im$rovementContinua# ervice Im$rovement

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    'o& does the ervice Lifecyc#e &ork9'o& does the ervice Lifecyc#e &ork9

    %#though there are $hases throughout the Lifecyc#e, they are not

    se$arate. %#so $hases not necessari#y carried out in a $articu#ar order.

    %t ervice Lifecyc#e a$$roach each $hase &i## affect the other,creating a continuous cyc#e.

    Continuous ervice Im$rovement -C I $hase is incor$oratedthroughout a## of the other $hases.

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    'o& does the ervice Lifecyc#e &ork9'o& does the ervice Lifecyc#e &ork9

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    'o& does the ervice Lifecyc#e &ork9'o& does the ervice Lifecyc#e &ork9+er&ice +trategy (hase. ;etermine the needs, $riorities, demands and re#ativeim$ortance for desired services. Identifies the va#ue "eing created through servicesand the $redicted financia# resources re4uired to design, de#iver and su$$ort them.

    +er&ice >esign (hase. ;esigns the infrastructure, $rocesses and su$$ortmechanisms needed to meet the %vai#a"i#ity re4uirements of the customer.

    +er&ice Transition (hase. Ja#idates that the ervice meets the functiona# andtechnica# fitness criteria to 5ustify re#ease to the customer.

    +er&ice peration (hase. Monitors the ongoing %vai#a"i#ity "eing $rovided. ;uringthis $hase &e a#so manage and reso#ve incidents that affect ervice %vai#a"i#ity.

    Continual +er&ice I8pro&e8ent (hase. Coordinates the co##ection of data,information and knoedge regarding the 4ua#ity and $erformance of servicessu$$#ied and ervice Management activities $erformed.

    ervice Im$rovement !#ans deve#o$ed and coordinated to im$rove any as$ectinvo#ved in the management of IT services.

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    ITIL ?3 Foundations consists of fi&eCores-7oo;s-&olu8es

    (. ITIL ervice trategy

    D. ITIL ervice ;esign

    E. ITIL ervice Transition

    F. ITIL ervice O$eration

    . ITIL Continua# ervice Im$rovement

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    +er&ice +trategy

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    +er&ice +trategy

    The ervice trategy $hase is concerned &ith the deve#o$ment of

    ca$a"i#ities for ervice Management.The guidance $rovided "y the vo#ume can "e summari1ed as2The guidance $rovided "y the vo#ume can "e summari1ed as2

    3 Understanding the $rinci$#es of ervice trategy.

    3 ;eve#o$ing ervice trategy &ithin ervice Management.

    3 trategy and ervice >conomics.

    3 'o& strategy affects the ervice Lifecyc#e.

    3 trategy and organi1ationa# cu#ture and design.

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    O"5ectives of ervice trategyO"5ectives of ervice trategyThe $rimary o"5ectives of ervice trategy are to2The $rimary o"5ectives of ervice trategy are to2

    3 ;esign, deve#o$ and im$#ement service management as a strategic;esign, deve#o$ and im$#ement service management as a strategicassetasset and assisting gro&th of the organi1ation.

    3 ;eve#o$ the IT organi1ation s ca$a"i#ity to manage the costs and;eve#o$ the IT organi1ation s ca$a"i#ity to manage the costs andrisks associated &ith their service $ortfo#iosrisks associated &ith their service $ortfo#ios.

    3 ;efine the strategic o"5ectives of the IT organi1ation.;efine the strategic o"5ectives of the IT organi1ation.

    %chieving these o"5ectives &i## ensure that the IT organi1ation has ac#ear understanding of ho& it can "etter su$$ort "usiness gro&th.

    Think a"out 8'P something has to "e done, "efore thinking 'O8.

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    Creating ervice Ja#ueCreating ervice Ja#ueIt is essentia# to c#ear#y esta"#ish va#ue "efore you can attach a $riceIt is essentia# to c#ear#y esta"#ish va#ue "efore you can attach a $rice

    to the services offered.to the services offered.This ensures a fe& key things2

    3 It avoids a $rice com$arison.

    3 It ena"#es the ervice !rovider to distinguish their ca$a"i#ities anddifferentiation from their com$etitors.

    3 It c#ear#y communicates to the customer &hat they can e7$ect toreceive as $art of the de#ivery service.

    4#

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    Creating ervice Ja#ueCreating ervice Ja#ue

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    8hich of the fo##o&ing is one of the $rimary o"5ectives of ervice

    trategy9 %6 To design and "ui#d $rocesses that &i## meet "usiness needs

    /6 To $rovide detai#ed s$ecifications for the design of IT services

    C6 To transform ervice Management into a strategic asset;6 To underscore the im$ortance of services in the g#o"a# economy

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    g gg gInternet ervice !roviders -I !s 2Internet ervice !roviders -I !s 2

    3 %s customers, &e have a &ide range of choice &hen #ooking for an I ! to $rovide

    "road"and internet. 3 o as a resu#t I !s do need to &ork hard to attract customers "y communicating

    the va#ue that they $rovide through their offerings.

    3 They a#so need to offer a &ide range of choice for customers, &ho have varyingre4uirements and needs for their "road"and internet service.

    %+er&ice (ac;age $rovides a detai#ed descri$tion of $ackage of "und#ed services

    3 avai#a"#e to "e de#ivered to Customers.

    3 The contents of a ervice !ackage inc#udes2

    3 The core services $rovided

    3 %ny su$$orting services $rovided

    3 The ervice Leve# !ackage

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    g gg g %+er&ice (ac;age $rovides a detai#ed descri$tion of $ackage of "und#ed servicesavai#a"#e to "e de#ivered to Customers.

    The contents of a ervice !ackage inc#udes2The core services $rovided

    %ny su$$orting services $rovided

    The ervice Leve# !ackage

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    g+er&ice Le&el (ac;ages are effective in deve#o$ing service $ackages&ith #eve#s of uti#ity and &arranty a$$ro$riate to the customer s needs

    and in a cost6effective &ay.A %vai#a"i#ity 0 Ca$acity Leve#s

    A Continuity Measures

    A ecurity Leve#s

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    ;etai#ed ervice !ackage >7am$#e -I !;etai#ed ervice !ackage >7am$#e -I !

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    Line of erviceLine of ervice

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    5#

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    ervice trategy !rocesseservice trategy !rocesses

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    ervice trategy !rocesseservice trategy !rocesses

    The $rocesses inc#uded in the ervice trategy #ifecyc#e $hase are2The $rocesses inc#uded in the ervice trategy #ifecyc#e $hase are2

    3 ervice !ortfo#io Management 3 Binancia# Management

    3 ;emand Management

    These three $rocesses &ork together to ena"#e an IT organi1ation toThese three $rocesses &ork together to ena"#e an IT organi1ation toma7imi1e the va#ue of services "eing $rovided to customers and toma7imi1e the va#ue of services "eing $rovided to customers and to$rovide the 4ua#ity information re4uired to make investment decisions$rovide the 4ua#ity information re4uired to make investment decisionsregarding IT.regarding IT.

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    g@oals and b9ecti&es.

    The primary goal of Service ortfolio Management is to "The primary goal of Service ortfolio Management is to " 3 $rovide strategic direction and management of investments into IT

    ervice Management so that an o$timum $ortfo#io of services iscontinua##y maintained.

    /ther o#-ectives include"/ther o#-ectives include" 3 To $rovide an im$roved a"i#ity for su$$orting and enhancing

    "usiness $rocesses and "usiness services.

    3 To identify and define the "usiness va#ue $rovided "y IT services.

    3 To maintain accurate information regarding $#anned, current andretired IT services.

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    ervice !ortfo#io Managementervice !ortfo#io ManagementThe ervice !ortfo#io ans&ers the fo##o&ing strategic 4uestions2

    3 8hy shou#d a customer "uy these services9 3 8hy shou#d they "uy these services from us9

    3 8hat are the $ricing mode#s9

    3 8hat are our strengths and &eaknesses, $riorities and risk9

    3 'o& are resources and ca$a"i#ities to "e a##ocated9

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    % ervice !ortfo#io descri"es a $rovider s services in terms of "usiness va#ue. % ervice !ortfo#io descri"es a $rovider s services in terms of "usiness va#ue.

    It inc#udes the com$#ete set of services managed "y a ervice !rovider,It inc#udes the com$#ete set of services managed "y a ervice !rovider,$roviding a means for com$aring service va#ue across mu#ti$#e $roviders.$roviding a means for com$aring service va#ue across mu#ti$#e $roviders.It is $ossi"#e for a ervice !rovider to have mu#ti$#e ervice !ortfo#iosIt is $ossi"#e for a ervice !rovider to have mu#ti$#e ervice !ortfo#iosde$ending on the customer grou$s that they su$$ort.de$ending on the customer grou$s that they su$$ort.

    The information contained &ithin the $ortfo#io is used to manage the entireThe information contained &ithin the $ortfo#io is used to manage the entire

    #ifecyc#e of a## services, for one or more customers.#ifecyc#e of a## services, for one or more customers.+er&ices are grouped into three distinct categories in the +er&ice(ortfolio.

    3 ervice !i$e#ine -services that have "een $ro$osed or in deve#o$ment .

    3 ervice Cata#ogue -#ive services or those avai#a"#e for de$#oyment . 3 Retired ervices -decommissioned services .

    The information making u$ the ervice !ortfo#io-s &i## come from manysources.#1

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    ervice !ortfo#io 0ervice !ortfo#io 0

    Cata#ogCata#og

    #2

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    8hich of the fo##o&ing is a "enefit of using ITIL9

    %. That it is fina##y $ossi"#e to charge for IT services

    /. That the organi1ation around the IT services can "e set u$ faster

    C. That the 4ua#ity and the costs of the IT services can "e contro##edmore efficient#y

    ;. That the users can inf#uence the IT organi1ation $roviding the ITservices

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    8hat is the "asis of the ITIL a$$roach to ervice Management9

    %. Interre#ated activities

    /. Officia#s

    C. ;e$artments;. IT resources

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    8hat is the R%CI mode# used for9

    a ;ocumenting the ro#es and re#ationshi$s of stakeho#ders in a $rocessor activity

    " ;efining re4uirements for a ne& service or $rocess

    c %na#y1ing the "usiness im$act of an incident

    d Creating a "a#anced scorecard sho&ing the overa## status of erviceManagement

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    8hich of the fo##o&ing is =OT one of the ITIL core $u"#ications9

    a ervice O$timi1ation" ervice Transition

    c ervice ;esign

    d ervice trategy

    ##

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    8hich of the fo##o&ing statements is CORR>CT9

    (. On#y one $erson can "e res$onsi"#e for an activityD. On#y one $erson can "e accounta"#e for an activity

    a %## of the a"ove" ( on#y

    c D on#y

    d =one of the a"ove

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    +er&ice (ortfolio Manage8ent+er&ice (ortfolio Manage8ent is a dyna8ic and ongoing process andincludes the follo

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    includes the follo ing 8ethods.

    >efine. Used to va#idate $ortfo#io data. It is the assessment of services in terms of$otentia# "enefits and ca$a"i#ities re4uired to $rovision and maintain them.Through this activity( the initial creation of the Service ortfolio #egins.Through this activity( the initial creation of the Service ortfolio #egins.

    Analy e. Ma7imi1e $ortfo#io va#ue, a#ign, $rioriti1e and "a#ance su$$#y and demand.This is &here strategic intent is created. Questions asked here include"Questions asked here include"

    8hat are the #ong term goa#s of the service organi1ation9

    8hat services are re4uired to meet those goa#s9

    8hat ca$a"i#ities and resources are re4uired to de#iver and su$$ort those services9

    'o& &i## &e get there9

    Appro&e. Bina#i1e $ro$osed $ortfo#ioQ authori1e services and resources needed tode#iver services.Charter. !#ans and tracks the $rogress of service investments across the $ortfo#ioand a##ocate the re4uired resources. Used to schedu#e and manage the design,transition, change and retirement of services.#/

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    RevisionRevision

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    IT+M is the effective and efficient $rocess driven management of4ua#ity IT ervices.

    3 The added va#ue to IT M is that is "usiness a#igned and maintains aho#istic ervice Lifecyc#e a$$roach.

    Bour !ers$ectives of IT M -as found in ervice ;esign !hase 2

    3 !eo$#e 3 !artners

    3 !rocess

    3!roducts

    #0

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    (rocess &s, +er&ice

    3 (rocess. a set of coordinated activities com"ining andim$#ementing resources and ca$a"i#ities in order to $roduce anoutcome and provide value to customers or sta#eholders .

    3 Characteristics of ever" process include.AThey are measura"#e,AThey de#iver s$ecific resu#tsAThey de#iver outcomes to customers or stakeho#dersAThey res$ond to s$ecific events -triggers

    3 +er&ice 2 a means of de#ivering va#ue to customers "y faci#itatingoutcomes customers &ant to achieve &ithout the o&nershi$ ofs$ecific costs or risks.

    %

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    RevisionRevision%process o$ner is res$onsi"#e for im$rovements and ensuring that

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    % process o$ner is res$onsi #e for im$rovements and ensuring thatthe $rocess is fit for the desired $ur$ose. They are accounta"#e for the

    out$uts of that $rocess. %service o$ner is accounta"#e for the de#ivery of a s$ecific IT

    ervice and is res$onsi"#e for continua# im$rovement andmanagement of change affecting ervices under their care.

    The process o&ner and service o&ner are accountable for the$rocess or service under their care. 0owever they may not #e0owever they may not #eresponsi#le for performing many of the actual activities re+uired forresponsi#le for performing many of the actual activities re+uired forthe process or service.the process or service.

    %(rocess Manager is res$onsi"#e for the operational 1daily2management of a $rocess. There may #e several Managers for oneThere may #e several Managers for one process. process.%1

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    %2

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    ACI Model

    3 The R%CI mode# he#$s sho& ho& a $rocess actua##y does &ork endto end across severa# functiona# grou$s "y defining ro#es andres$onsi"i#ities, as &e## as organi1ationa# structure.

    = esponsibility

    A = Accountability

    C = Consult

    I = Infor8

    %3

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    +er&ice (ro&ider Types

    3 Interna# ervice !rovider 3 hared ervice !rovider

    3 >7terna# ervice !rovider

    oles 2 There are many ro#es associated &ith ITIL $rocesses.>ach $rocess shou#d have a !rocess Manager.

    IT Infrastructure 2 a## the hard&are, soft&are, net&orks, faci#ities,services and su$$ort e#ements that are re4uired to develop( test(deliver( monitor( control and support IT ervices

    %4

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    RevisionRevisionIT+M 2 % set of s$ecia#i1ed organi1ationa# ca$a"i#ities for $roviding

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    IT M 2 % set of s$ecia#i1ed organi1ationa# ca$a i#ities for $rovidingva#ue to customers in the form of services.

    Capabilities. The functions and $rocesses uti#i1ed to manageservices. Ca$a"i#ities are intangi"#e assets of an organi1ation andcannot "e $urchased, "ut must "e deve#o$ed and matured over time.

    esources. % generic term that inc#udes IT Infrastructure, $eo$#e,

    money or anything e#se that might he#$ to de#iver an IT service.Resources are a#so considered to "e tangi"#e assets of anorgani1ation.

    @ood (ractice. !also referred to as 7est (ractice" That &hich is

    successfu# in ?

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    Functions 2 % team or grou$ of people and the too#s they use to carryout one or more !rocesses or %ctivities. Bunctions $rovide units of

    organi1ation res$onsi"#e for s$ecific outcomes.Custo8er 2 refers to the $erson &ho ?$ays@ for the service, or has theauthority to re4uest a service

    ser. %n organi1ation s staff mem"erKem$#oyee &ho ?uses@ the ITservice+yste8 2 refers to a range of re$ositories for storing and accessinginformation 3 can inc#ude data"ases, Bi#ing ca"inets, storagecu$"oards , ervers, Routers, &ithes

    %#

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    Investment Categories 0 /udget %##ocationsInvestment Categories 0 /udget %##ocationsS i I t t lit 3 t t i t i "Ser ice In estments re split mong 3 str tegic c tegories"

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    Service Investments are split among 3 strategic categories"Service Investments are split among 3 strategic categories"

    3 Transfor8 the 7usiness !TT7".ATT/ investments are focused on initiatives that enter ne& market

    s$aces &ith ne& ca$a"i#ities "eing deve#o$ed. 3 @ro< the 7usiness !@T7".

    AGT/ investments are intended to gro& the organi1ation s sco$e ofservices. 3 un the 7usiness ! T7".

    ART/ investments are centered on maintaining service o$erations

    %%

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    %/

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    The resu#ts for e7isting services fa## into < categoriesThe resu#ts for e7isting services fa## into < categories6B6W. These services meet functiona# fitness criteria, "ut fai# technica# fitness.

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    ,

    6(LAC6. These services have unc#ear and over#a$$ing "usiness functiona#ity.

    6TAIB. Large#y se#f contained, &ith &e## defined asset, $rocess and system"oundaries.

    These services are a#igned &ith and are re#evant to the organi1ation s strategy

    6FACT . Often services that meet the technica# and functiona# criteria of the

    organi1ation dis$#ay fu11y $rocess or system "oundaries. In these cases, theservice can often "e refactored to inc#ude on#y the core functiona#ity, &ith commonservices used to $rovide the remainder.

    6TI 6. Retired services that do not meet minimum #eve#s of technica# andfunctiona# fitness.

    ATI BALI 6. Used to address $ortfo#ios that offer services &hich in fact arecom$osed of mu#ti$#e re#eases of the same o$erating system, service or a$$#icationetc.

    %0

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    8hich of the fo##o&ing identifies t&o ervice !ortfo#io com$onents&ithin the ervice Lifecyc#e9

    a Re4uirements !ortfo#io and ervice Cata#ogue

    " ervice :noedge Management ystem and ervice Cata#ogue

    c ervice :noedge Management ystem and Re4uirements !ortfo#io

    d Re4uirements !ortfo#io and Configuration Management ystem

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    the ervice !ortfo#io, making service investments that $rovide ano$timum "a#ance of risk and re&ard.

    Changes occur to the conditions &ithin every market s$ace,inva#idating $revious Return on Investment -ROI ca#cu#ations.

    ome of these changes may "e a resu#t of2

    3 =e& com$etitors or a#ternative o$tions entering a market. 3 The introduction of ne& com$#iance regu#ations.

    3 Mergers and ac4uisitions.

    3 =e& or changed $u"#ic #egis#ation. 3 Changes in the economic c#imate affecting various markets.

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    Acti&ities 2 3 /udgeting -Bunding redicting the e*pected future re+uirements for funds to deliver the agreed upon services and monitoring adherence to the defined #udgets. 3 IT %ccounting 3 Charging -Charge"ack !optional acti&ity" %harging customers for their use of IT Services.

    7enefits of Financial Manage8ent

    3 >nhanced decision making

    3 Increased s$eed of change

    3 Im$roved ervice !ortfo#io Management

    3 Binancia# com$#iance and contro#

    3 O$erationa# Contro#

    3 Ja#ue ca$ture and creation

    3 Increased visi"i#ity

    3 Increased $erce$tion of IT/2

    ITIL Foundations Certification Course

    Termino#ogyTermino#ogy

    Cost Types. These are higher #eve# e7$enses identified such as hard&are,

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    yp g ,soft&are, $eo$#e, accommodation, transfer and e7terna# costs.

    Cost 6le8ents. The actua# e#ements making u$ the cost ty$es a"ove e.g. for thehard&are cost ty$e it &ou#d inc#ude the e#ements such as C!Us, ervers, ;eskto$s

    >irect Costs. Cost e#ements identified to "e c#ear#y attri"uted to on#y a sing#ecustomer or service.

    Indirect Costs. Often kno&n as overheads, these are costs that are shared acrossmu#ti$#e customers or services, &hich have to "e shared in a fair manner.

    Cost nits. % cost unit is the identified unit of consum$tion that is accounted for a

    $articu#ar service or service asset.

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    / i d i d 4 i t f & i h #d "

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    /usiness drivers and re4uirements for a ne& service shou#d "econsidered during9

    3 a Revie& of the router o$erating system $atches

    3 " Revie& of the current ca$a"i#ities of IT service de#ivery

    3 c The !ost Im$#ementation Revie& -!IR of a change

    3 d ;ecommissioning #egacy servers

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    8hich of the fo##o&ing activities is ervice Leve# Managementres$onsi"#e for9

    3 a ;esign the configuration management system from a "usiness$ers$ective

    3 " Create techno#ogy metrics to a#ign &ith customer needs 3 c Create a customer facing service cata#ogue

    3 d Train service desk on ho& to dea# &ith customer com$#aints a"outservice

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    8hen ana#y1ing an outcome for creation of va#ue for customers &hat

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    8hen ana#y1ing an outcome for creation of va#ue for customers, &hatattri"utes of the service shou#d "e considered9

    a O"5ectives, Metric, ;esired outcome

    " /usiness O"5ectives, IT o"5ectives, !rocess metrics

    c ;esired outcome, u$$#ier metrics, IT o"5ectives

    d !eo$#e, !roducts, Techno#ogy

    /#

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    3 (. They $rovide structure and sta"i#ity to organi1ations

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    a %n O$erations Lifecyc#e

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    !ortfo#io Management9

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    organization.organization.

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    (.!hysica#KTechnica# constraints!hysica#KTechnica# constraints e.g. restrict num"er of connections,

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    various grou$s throughout the organi1ation.

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    the organizational o#-ectives for IT are defined and that Services andthe organizational o#-ectives for IT are defined and that Services and

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    112

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    $ractice 9

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    (. % !rocess shou#d "e tracea"#e to a s$ecific trigger D. % characteristic of the ?!rocess@ is that it is $erformance driven and

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    a To va#idate, direct, 5ustify and intervene

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    a %vai#a"i#ity Management

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    a ervice trategy

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    a ;esigning and documenting a ervice

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    a !ur$ose

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    3 !rocesses. 3 ervice Management systems and too#s.

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    To convert the strategic o"5ectives defined during ervice trategy intoervices and ervice !ortfo#ios.

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    ITIL Foundations Certification Course

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    D. +er&ice +olutions. inc#uding a## of the functiona# re4uirements,resources and ca$a"i#ities needed and agreed.

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    ITIL Foundations Certification Course

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    %. %vai#a"i#ity Management

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    +er&ice >esign (ac;ages+er&ice >esign (ac;ages

    The information contained &ithin a ervice ;esign !ackage inc#udinga## as$ects of the service and its re4uirements is used to $rovide

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    guidance and structure through a## of the su"se4uent stages of its#ifecyc#e.

    % ervice ;esign !ackage is $roduced for each ne& IT ervice, ma5orChange, or IT ervice Retirement

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    +er&ice >esign (ac;ages+er&ice >esign (ac;ages

    Service %esign &ac#ages'Service %esign &ac#ages'

    /usiness Re4uirements

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    ervice Contacts

    ervice Bunctiona# Re4uirements

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    ervice ;esign 0 To$o#ogy

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    ervice !rogram

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    ervice %cce$tance Criteria

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    Service %esign &rocessesService %esign &rocesses

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    3 Ca$acity Management

    3 %vai#a"i#ity Management

    3 IT ervice Continuity Management

    3 Information ecurity Management 3 u$$#ier Management

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    13#

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    +er&ice Le&el Manage8ent+er&ice Le&el Manage8ent

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    and that future services are de#ivered to agreed achieva"#e targets.It a#so $roactive#y seeks and im$#ements im$rovements to the #eve# ofservice de#ivered to customers and users.

    /y acting as the #iaison "et&een the IT ervice !rovider and the

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    13%

    ITIL Foundations Certification Course

    8hich $rocess is res$onsi"#e for recording the current detai#s, status,interfaces and de$endencies of a## services that are "eing run or "eing

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    $re$ared to run in the #ive environment9

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    ITIL Foundations Certification Course

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    ;esigns and $#ans the LM $rocess and ervice Leve# %greement- L% tructure

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    130

    ITIL Foundations Certification Course

    RevisionRevisionervice ;esignervice ;esign s u#timate concern is the design of ne& or modified

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    ervice ;esignervice ;esign is a#so concerned &ith the design of ne& and modified$rocesses re4uired to de#iver and su$$ort these services.

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    +er&ice >esign (ac;age contents.

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    ITIL Foundations Certification Course

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    Service !evel (anagement @oal@oal '' To ensure that the #eve#s of IT service de#ivery are achieved,To ensure that the #eve#s of IT service de#ivery are achieved,"oth for e7isting services and ne& services in accordance &ith the"oth for e7isting services and ne& services in accordance &ith theagreed targets.agreed targets.

    142

    ITIL Foundations Certification Course

    +er&ice Le&el Manage8ent is concerned

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    Re4uirements - LRs=egotiating and %greeing u$on the re#evant ervice Leve# targets &ith customers to$roduce ervice Leve# %greements

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    +LA +tructures+LA +tructures

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    Mu#ti6#eve# /ased L%ACor$orate #eve#ACustomer #eve#

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    L% =otesL% =otes(oints to note.

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    Contracts are > T>R=%L

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    145

    ITIL Foundations Certification Course

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    C 2 Under$inning - u$$orting Contract

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    u$$#ier Management manages a## as$ects of >7terna# u$$#iersinvo#ved in $rovision of IT ervices from tender, to monitoring and

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    ITIL Foundations Certification Course

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    num er of outsourcing organi1ations &orking together to co6source key e#ements&ithin the #ifecyc#e.

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    14/

    ITIL Foundations Certification Course

    Types of utsourcing Arrange8entsTypes of utsourcing Arrange8ents

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    $rocess e7$ertise and re4uires advanced ana#ytica# and s$ecia#i1edski##s from the outsourcing organi1ation.

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    140

    ITIL Foundations Certification Course

    Gey Ter8s.Gey Ter8s.

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