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How to Reduce Unplanned
Work & Increase Customer
Value with Transparency &
Automation
Presenters:
Troy DuMoulin
VP Research &
Development
Pink Elephant
Pat Moran
Solutions Sales
Consultant
Axios Systems
© Axios Systems PLC 2020
Slide 2
Agenda
• Understanding the sources of unplanned work
• Moving From Reaction To Learning
• Critical Success Factors For Problem Management
• Using Data Analytics To Identify, Predict and Avoid Major Incidents
• How to identify and make visible unplanned work using ITSM and
Lean tools
© Axios Systems PLC 2020
Slide 3
Now Planned Daily Work / Meetings Support / Rework / Surprises
Planned Work
Daily Work /
Meetings
Ideal
The Tyranny of Unplanned Work
© Axios Systems PLC 2020
Slide 4
Demand Plan Build Run
Application Dev. – Project Management
Service Support (ITSM)
Incident & Problem Mgmt.
Service Orchestration – IT Service Management
Sources of Unplanned Work
– Cautionary Tale2
© Axios Systems PLC 2020
Slide 5
Ad-hoc Support Processes?
No Feedback Loops?
© Axios Systems PLC 2020
Slide 6
?
© Axios Systems PLC 2020
Slide 7
Antifragility / Blameless Post-Mortems
The means to not only respond to and resist incidents and disruptions of all
kinds, but to use them as an opportunity for learning and adaptation
Resilience
The means to respond to, but also resist, incidents and disruptions of all
kinds
Detect & Respond
The means to respond to worst-case scenarios and protect critical systems
from incidents and disruption
From Reaction To Learning
© Axios Systems PLC 2020
Slide 8
An event is any change of state that has significance for the
management of a configuration item (CI) or IT service.
Does not require action at the time they
are identified
Informational
Actions can be taken before the business
experiences negative impacts.
Warning
Indicates a breach to an established norm
Exceptions
Event Management and AI Ops
© Axios Systems PLC 2020
Slide 9
Monitoring Event Management
The systematic observation of CIs and
services to detect conditions of potential
significance
Highly automated
Done actively or passively
Records and manages monitored
changes of state defined by the
organization as events
Identifies significance
Initiates the correct control action
Understanding Monitoring and
Event Management
© Axios Systems PLC 2020
Slide 10
The purpose of Problem Management is to
reduce the likelihood and impact of incidents
by identifying actual and potential causes of
incidents, and managing workarounds and
known errors.
© Pink Elephant 2020
© Axios Systems PLC 2020
Slide 11
© Pink Elephant 2020
Incident Problem
Incidents have an impact on users or
business processes, and must be resolved
so that normal business activity can take
place.
Problems are the causes of incidents. They require
investigation and analysis to identify the causes,
develop workarounds, and recommend longer-term
resolution.
Problem Management has both a reactive as well as a proactive objective. It is not enough to remove an
error from occurring but to ideally prevent it from ever occurring in the first place.
Incidents and Problems
© Axios Systems PLC 2020
Slide 12
Link Trends and Related Tickets for Full Loop Lifecycle
Easily link
tickets for
efficient group
management
© Axios Systems PLC 2020
Slide 13
Genuine desire to
find the root cause,
not to place blame
Select appropriate
incidents for RCA
People with the right
knowledge and skills
Time is allotted for
RCA activities
Proper definition of
the problem
Use of formal RCA
techniques
Keep it simple!
Measurement
effectiveness
Critical Success Factors For
Proactive Problem Management
© Axios Systems PLC 2020
Slide 14
In God we trust.
All others must Bring Data.
-William Edwards Deming
But is Data Enough?
© Axios Systems PLC 2020
Slide 15
?
© Axios Systems PLC 2020
Slide 16
Easily Manage Problem Trends and Investigations
© Axios Systems PLC 2020
Slide 17
Leverage Process Driven Investigation Capabilities
Root Cause
Analysis
allows you to
identify
solutions and
workarounds
© Axios Systems PLC 2020
Slide 18
Problem Focused Reports & Trending
© Axios Systems PLC 2020
Slide 19
Business
Prioritization
Project
Portfolio
Funded & Prioritized
Projects
Smaller
Enhancements
& Changes
Resourcing
Externalize
to
Expand
Existing
Capacity
Demand
Capture
Service
Retirement
Projects
IT
Foundational
Projects
Changes /
Service
Requests
Business
Projects
Demand
Capture
-
Strategic
Foundational
Tactical
The Planned Enterprise Backlog
© Axios Systems PLC 2020
Slide 20
Team
Level
Demand
Capture
Changes /
Service Requests
Request /
Change
Backlog
Prioritized Requests
& Changes
Resourcing
Externalize
to
Expand
Team
Capacity
Erode
Capacity
Unplanned
Work
Incidents
&
Defects
Technical
Debt
Problems Requiring Changes
Unplanned Work & The Team Backlog
© Axios Systems PLC 2020
Slide 21
Product Backlog
User Story 2
User Story 3
User Story 4
User Story 5
User Story 1
Demand
Capture
Service
Retirement
Projects
IT
Foundational
Projects
Changes /
Service
Requests
Business
Projects
Unplanned
Work
Problems Requiring Changes
Unknown Sources
?????
Building Visibility Into All Work Types
© Axios Systems PLC 2020
Slide 22
© Pink Elephant 2020 pinkelephant.com
Backlog Selected
(3)
Review/Fix
(3)
Validate
(4)
Merge
(3)
Update Docs
(3)
In Progress Done In Progress Done In Progress Done In Progress Done
Done
UNPLANNED WORK
Making Unplanned Work Visible – ScrumBan
© Axios Systems PLC 2020
Slide 23
Problem Management Kanban Board
© Axios Systems PLC 2020
Slide 24
Thank You!
Contact Details:
Troy DuMoulin
t.dumoulin@pinkelephant.com
LinkedIn: Troy DuMoulin
pinkelephant.com
@theitilexperts
@TroyDuMoulin
Pat Moran
pat.moran@axiossystems.com
LinkedIn: Pat Moran
axiossystems.com
© Axios Systems PLC 2020 / © Pink Elephant 2020
© Axios Systems PLC 2020
Slide 25
If your question didn’t get answered, please submit a question to webcasts@axiossystems.com
For additional information, please visit our website @ www.axiossystems.com

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How to reduce unplanned work and increase customer value

  • 1. How to Reduce Unplanned Work & Increase Customer Value with Transparency & Automation Presenters: Troy DuMoulin VP Research & Development Pink Elephant Pat Moran Solutions Sales Consultant Axios Systems
  • 2. © Axios Systems PLC 2020 Slide 2 Agenda • Understanding the sources of unplanned work • Moving From Reaction To Learning • Critical Success Factors For Problem Management • Using Data Analytics To Identify, Predict and Avoid Major Incidents • How to identify and make visible unplanned work using ITSM and Lean tools
  • 3. © Axios Systems PLC 2020 Slide 3 Now Planned Daily Work / Meetings Support / Rework / Surprises Planned Work Daily Work / Meetings Ideal The Tyranny of Unplanned Work
  • 4. © Axios Systems PLC 2020 Slide 4 Demand Plan Build Run Application Dev. – Project Management Service Support (ITSM) Incident & Problem Mgmt. Service Orchestration – IT Service Management Sources of Unplanned Work – Cautionary Tale2
  • 5. © Axios Systems PLC 2020 Slide 5 Ad-hoc Support Processes? No Feedback Loops?
  • 6. © Axios Systems PLC 2020 Slide 6 ?
  • 7. © Axios Systems PLC 2020 Slide 7 Antifragility / Blameless Post-Mortems The means to not only respond to and resist incidents and disruptions of all kinds, but to use them as an opportunity for learning and adaptation Resilience The means to respond to, but also resist, incidents and disruptions of all kinds Detect & Respond The means to respond to worst-case scenarios and protect critical systems from incidents and disruption From Reaction To Learning
  • 8. © Axios Systems PLC 2020 Slide 8 An event is any change of state that has significance for the management of a configuration item (CI) or IT service. Does not require action at the time they are identified Informational Actions can be taken before the business experiences negative impacts. Warning Indicates a breach to an established norm Exceptions Event Management and AI Ops
  • 9. © Axios Systems PLC 2020 Slide 9 Monitoring Event Management The systematic observation of CIs and services to detect conditions of potential significance Highly automated Done actively or passively Records and manages monitored changes of state defined by the organization as events Identifies significance Initiates the correct control action Understanding Monitoring and Event Management
  • 10. © Axios Systems PLC 2020 Slide 10 The purpose of Problem Management is to reduce the likelihood and impact of incidents by identifying actual and potential causes of incidents, and managing workarounds and known errors. © Pink Elephant 2020
  • 11. © Axios Systems PLC 2020 Slide 11 © Pink Elephant 2020 Incident Problem Incidents have an impact on users or business processes, and must be resolved so that normal business activity can take place. Problems are the causes of incidents. They require investigation and analysis to identify the causes, develop workarounds, and recommend longer-term resolution. Problem Management has both a reactive as well as a proactive objective. It is not enough to remove an error from occurring but to ideally prevent it from ever occurring in the first place. Incidents and Problems
  • 12. © Axios Systems PLC 2020 Slide 12 Link Trends and Related Tickets for Full Loop Lifecycle Easily link tickets for efficient group management
  • 13. © Axios Systems PLC 2020 Slide 13 Genuine desire to find the root cause, not to place blame Select appropriate incidents for RCA People with the right knowledge and skills Time is allotted for RCA activities Proper definition of the problem Use of formal RCA techniques Keep it simple! Measurement effectiveness Critical Success Factors For Proactive Problem Management
  • 14. © Axios Systems PLC 2020 Slide 14 In God we trust. All others must Bring Data. -William Edwards Deming But is Data Enough?
  • 15. © Axios Systems PLC 2020 Slide 15 ?
  • 16. © Axios Systems PLC 2020 Slide 16 Easily Manage Problem Trends and Investigations
  • 17. © Axios Systems PLC 2020 Slide 17 Leverage Process Driven Investigation Capabilities Root Cause Analysis allows you to identify solutions and workarounds
  • 18. © Axios Systems PLC 2020 Slide 18 Problem Focused Reports & Trending
  • 19. © Axios Systems PLC 2020 Slide 19 Business Prioritization Project Portfolio Funded & Prioritized Projects Smaller Enhancements & Changes Resourcing Externalize to Expand Existing Capacity Demand Capture Service Retirement Projects IT Foundational Projects Changes / Service Requests Business Projects Demand Capture - Strategic Foundational Tactical The Planned Enterprise Backlog
  • 20. © Axios Systems PLC 2020 Slide 20 Team Level Demand Capture Changes / Service Requests Request / Change Backlog Prioritized Requests & Changes Resourcing Externalize to Expand Team Capacity Erode Capacity Unplanned Work Incidents & Defects Technical Debt Problems Requiring Changes Unplanned Work & The Team Backlog
  • 21. © Axios Systems PLC 2020 Slide 21 Product Backlog User Story 2 User Story 3 User Story 4 User Story 5 User Story 1 Demand Capture Service Retirement Projects IT Foundational Projects Changes / Service Requests Business Projects Unplanned Work Problems Requiring Changes Unknown Sources ????? Building Visibility Into All Work Types
  • 22. © Axios Systems PLC 2020 Slide 22 © Pink Elephant 2020 pinkelephant.com Backlog Selected (3) Review/Fix (3) Validate (4) Merge (3) Update Docs (3) In Progress Done In Progress Done In Progress Done In Progress Done Done UNPLANNED WORK Making Unplanned Work Visible – ScrumBan
  • 23. © Axios Systems PLC 2020 Slide 23 Problem Management Kanban Board
  • 24. © Axios Systems PLC 2020 Slide 24 Thank You! Contact Details: Troy DuMoulin t.dumoulin@pinkelephant.com LinkedIn: Troy DuMoulin pinkelephant.com @theitilexperts @TroyDuMoulin Pat Moran pat.moran@axiossystems.com LinkedIn: Pat Moran axiossystems.com © Axios Systems PLC 2020 / © Pink Elephant 2020
  • 25. © Axios Systems PLC 2020 Slide 25 If your question didn’t get answered, please submit a question to webcasts@axiossystems.com For additional information, please visit our website @ www.axiossystems.com