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Agile ITSM
New ways of working for high velocity teams
PAUL BUFFINGTON | PRINCIPAL SOLUTION ENGINEER | ATLASSIAN
VIDHU SHARMA | SENIOR PRODUCT MANAGER | ATLASSIAN
ServiceFirstWorld
What are the
challenges facing
teams?
AgileatScale
DevOps
PortfolioManagement
ITSMAgile
Digital
Business
Software IT
the 21st century is not predictable…
you don’t need efficiency you need
adaptability
JEFF EGGERS - MCCHRYSTAL GROUP EXECUTIVE DIRECTOR
Culture
ATLASSIAN TEAM PRINCIPLES
Performance
Practices
activity
vs
value
Do they promote cooperation, break down
silos and champion continual learning?
What are their guiding principles & values?
Which practices need attention?
Which practices mater most?
IT teams
Focuses shifts modules to practices
Open
CLOSED
Hoarding of information
Knowledge loss
Eroding of innovation
Cloudy division of labor
Inflexible processes
Office politics
Being out of the loop
Distrust
Social exclusion
Much of the world works, often unwittingly, in a closed way.
The means by which we transform the way we work, play, and live with each other.
OPEN
Freely accessed information
Knowledge base
Share honest opinions
Genuine diversity
Flexible processes
Low barrier to great tools
Ideas come from anywhere
Trust
Social inclusion
TeamPlaybook
LEADERSHIP SERVICE PROJECT
TeamHealth TeamPlays
www.atlassian.com/team-playbook
adaptable to the team
lean & agile ways of working
empowered teams
decentralized ‘level z’ support
focused on delivering value
low-code / no-code platform
app marketplace
ITSM OF TOMORROW
Convergence of
Agile and ITSM
 NEXT EVOLUTION OF ITIL - ITSM GETS AGILE
The Fourth industrial revolution brings us ITIL 4
- still includes fundamental service management
elements from previous versions
- “Focus on value” is a central principle
- a flexible and value-centric approach
- key elements include:
*the guiding principles (culture & values)
*the move from processes to practices
*the ITIL service value system.
Teams centric
Create a support
environment that fit
team and the
mission without
compromise
Customer
centricity
Deliver services to users
and the business with
greater value and at a
faster pace
Embrace Agile
& DevOps
Embrace Agile and
DevOps to Drive
Business Value Faster
Collaboration &
Trust
Foster a culture based on
shared responsibility,
transparency and fast
feedback
Atlassian for IT
REDEFINING MODERN ITSM TO FIT THE WAY TEAMS WORK
Practices
IT teams
Service desk
Knowledge
IT projects
Incident
Change control
Release
Culture
Performance
Supporting the business with
Service Request Management
Deliver amazing Self-Service
Alexandre Godreau (Unsplash)
SHIFTING TOWARD LEAN & AGILE WAYS OF WORKING
Increased focus , agility & learning
Level Zero
Support
Level One
Support
Level Two
Support
Level Three
Support
Shift left: improve customer satisfaction & lower support cost
Request
MODERN SERVICE REQUEST MANAGEMENT
Fulfill Complete
‣ initiate
‣ approve
‣ communicate
‣ survey
‣ measure
‣ learn
‣ improve
‣ classify
‣ assign
‣ orchestrate
‣ collaborate
‣ escalation
‣ verify
Knowledge
Automation & Orchestration
Legal
Have a legal request? Raise a
request here.
Legal
Have a legal request? Raise a
request here.
Streamlined
Leverage automation to create a
delightful service offering
Knowledge centric
Shift-left to deliver greater
customer value
Customer focused
Understand needs to
establish a multi-channel
strategy
Tips for building a lean self-service capability
#AtlassianAgileITSM
BUILD KNOWLEDGE CENTRIC SERVICE TEAMS
Aggregate your knowledge
Centralizing your knowledge content
accelerates learning and helps your
team make better decisions.
Invest in knowledge culture & practices
Invest in capabilities that make it easy for teams author,
collaboration and share knowledge (Confluence)
Invest in knowledge culture & practices
Invest in capabilities that make it easy for teams author,
collaboration and share knowledge (Confluence)
Peer reviews & rewards
Leverage peer reviews to ensure the right
knowledge base articles are published.
Invest in knowledge culture & practices
Invest in capabilities that make it easy for teams author,
collaboration and share knowledge (Confluence)
Peer reviews & rewards
Leverage peer reviews to ensure the right
knowledge base articles are published.
Learn & improve
Use metrics and reporting to see where knowledge is
best used and where the team should focus to
improve.
IT service desk will no longer be
defined by tiers. Instead they will
operate more like cloud structures
- Level Z Service Desk
GARTNER 2018 STRATEGIC ROADMAP FOR IT SERVICE MANAGEMENT
TRADITIONAL IT TIERED SUPPORT & ESCALATIONS
level 1 support
level 2 support level 2 support level 2 support
level 3 support level 3 support level 3 support level 3 support
Escalation
LEVEL-Z TEAM SWARMING
level 1 support
Issue type?
Issue priority?
level 1
swarm
local
swarm
Approach Practice
Queue based
escalation
Chat Ops
Expand team
learning
Learn & Improve
Monitor key metrics (SLAs,
KB usage, CSAT, etc.)
Open Collaboration
Breaks down barriers of
communication & support
response
Balanced Work
Leverage queues, boards &
‘WIP Limits’ that balance
the flow of work
Tips for enabling agile service support teams
#AtlassianAgileITSM
Events, Incidents & Problems
IT Operations
Hermes Rivera (Unsplash)
HOW PREPARED IS YOUR TEAM TO HANDLE A
MAJOR INCIDENT RESPONSE?
Detect + Communicate Respond + Investigate Resolve + Recover Learn + Improve
• Classification
• Prioritization
• Coordination
• Investigation
• Collaboration
• Document
• Recover
• Verify
• Resolve
• Learning
• Sharing
• Reporting
Mean Time to Recovery (MTTR)
ESTABLISH AN INCIDENT PLAYBOOK FOR YOUR TEAM
Detect RecoverRespond Learn Improve
ESTABLISH AN INCIDENT PLAYBOOK FOR YOUR TEAM
Detect RecoverRespond Learn Improve
1. Clearly define what qualifies a major incident
2. Document your major incident practices
3. Establish your major incident comms plan
4. Ensure the best resources on the team-of-teams
5. Establish your PIR practices
6. Conduct PIRs for all major incidents
7. Publish and share PIR learnings
8. Conduct major incident simulation drills
#AtlassianAgileITSM
EVENT & INCIDENT FATIGUE
ITOps Team
Businesssystems/
infrastructure
Monitoring
+
Detect Respond
IMPROVE ALERT & INCIDENT COORDINATION ACROSS TEAMS
ITOps Team
Businesssystems/
infrastructure
Monitoring
+
SMS
Alarms
Detect Respond Recover
ONE SOURCE OF TRUTH FOR IT DOCS AND KNOWLEDGE BASES
Runbooks help IT teams quickly
solve major incidents because they
have critical service and
application troubleshooting
information in one place
Major Incident
Invest in
Post Incident Reviews
Continual Service
Improvement
Credits: Photo by Daria Nepriakhina on Unsplash
of incident reviews are forgotten
70%
Incident TimelineMajor outage
Post Incident Review (PIR)
Incident Timeline
Learn, improve, & share
• understand all contributing root causes
• document the incident for future reference (i.e. KB, KE)
• implement effective preventative actions
• reduce the likelihood of recurrence
• improve service quality
• share learnings
Agile ITSM: New Ways of Working for High Velocity Teams
Tips for
effective PIRs
1. Establish a team culture where learning &
collaboration unlocks understanding
2. Defuse the ‘blame game’
3. Provide a repeatable PIR process, simple to
follow and encourages collaboration.
4. Knowledge sharing with KBs, KEs & Runbooks
5. Take action improve services and prevent future
incidents (bugs, changes)
6. Publish & share PIR learnings - increase visibility
#AtlassianAgileITSM
Fast MTTR
Establish an incident game
plan that expedites
response to major outages
Effective
Communications
Gain trust and improve
customer comms during
service disruptions
Open Team
Collaboration
Leverage open work,
knowledge sharing &
ChatOps
Continuous
Improvement
Leverage Post Incident
Reviews to learn from major
outages
Tips for improving Incident Management
#AtlassianAgileITSM
Infrastructure
ChangeControl
inaDevOpsWorld
BALANCING BUSINESS DEMAND & RISK
Thomas Kvistholt (Unsplash)
THE IT INFRASTRUCTURE LANDSCAPE HAS EVOLVED.
HAS YOUR CHANGE MANAGEMENT CAPABILITY ADAPTED?
Physical Services
Virtualization Platform
Operating System
Database
WebServer
Messaging
Applications
IAAS
Database
WebServer
Messaging
Application
Virtualized
Infrastructure
Application
Platform
Applications Code
IT practices
Change
Management
Change
Control
Release &
Deployment
HOW DOES YOUR IT ORGANIZATION HANDLE THE
FLOW INFRASTRUCTURE CHANGES?
Initiate Plan & Authorize Implement & Verify Closure & Review
‣ classification
‣ review
‣ coordination
‣ approval
‣ planning
‣ scheduling
‣ learning
‣ sharing
‣ reporting
‣ implementing
‣ documentation
‣ verification
Normal change
Standard change
Emergency changes
PIR
Lack of automation
WHERE’S THE CHALLENGES IN CHANGE MANAGEMENT?
Initiate Plan & Authorize Implement & Verify Closure & Review
Normal change
Standard change
Emergency changes
RFC intake
Cross functional team planning
CAB Approvals
Closure & Review
LEVERAGE AUTOMATION TO IMPROVE FLOW
Change SLA due
Emergency change
High risk change
Standard change
Change Implemented
Add comment to change
Notify Service Owner
Automated approval
Set Risk Level
Webhook - AWS provision server
Transition change
Initiate Plan & Authorize Implement & Verify
Normal change
Standard change
Emergency changes
Auto-approved & transitioned
LEVERAGE AUTOMATION TO IMPROVE FLOW
Closure & ReviewInitiate Plan & Authorize ImplementStandard change
‘Customer in Europe using legacy ITSM tool
transitioned to Jira Service Desk as part of
Digital transformation initiative …..’
‘Automated 70% of Standard changes to
realize significant time savings and
deliver value faster’
IMPROVE CHANGE PLANNING AND APPROVALS
Beak down team barriers and
improve change coordination
- Centralize change documentation in Confluence
- Increase visibility across teams
- Collaborative peer reviews
- Retire Change Approval Boards
- move to change approval at the authority level
Agile ITSM: New Ways of Working for High Velocity Teams
1. Outside-in thinking - work closely with stakeholders
(security, compliance, service owners etc.)
Streamlining
change control
without
compromise
5. Leverage Kanban boards to improve visibility.
2. Centralize change documentation - increase
visibility, collaboration and learning
4. Identify where automation saves time and removes
bottlenecks (pre-approved standard RFC)
3. Implement RFC peer-reviews to lesson the burden
on the Change Approval Board (CAB)
#AtlassianLeanMeanITSM
At the speed of the
business
Speed is the new security
Automate standard changes
Streamline
approvals
Implement peer reviews
Increase collaboration &
improve approvals
Reducing risk;
facilitating value
Balancing, risk, safety &
quality. De-risk change so you
are providing a safer path
Tips for Change Management that’s agile
Continuous
Improvement
Leverage Change PIR
reviews to learn and
improve
#AtlassianAgileITSM
Problem
ITSM SOFTWARE THAT’S ADAPTABLE TO YOUR NEEDS
1000+add-ons & integrations
compatible for IT teams
Service
Request
Incident Change
Asset MonitoringCall Center
Collaboration EmailReporting CMDB
Practices
teams
AGILE ITSM FOR HIGH VELOCITY IT TEAMS
Culture
Performance
LearnMore
atlassian.com/itil4-wp
Thank you!
PAUL BUFFINGTON | PRINCIPAL SOLUTION ENGINEER | ATLASSIAN
VIDHU SHARMA | SENIOR PRODUCT MANAGER | ATLASSIAN

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Agile ITSM: New Ways of Working for High Velocity Teams

  • 1. Agile ITSM New ways of working for high velocity teams PAUL BUFFINGTON | PRINCIPAL SOLUTION ENGINEER | ATLASSIAN VIDHU SHARMA | SENIOR PRODUCT MANAGER | ATLASSIAN
  • 3. What are the challenges facing teams? AgileatScale DevOps PortfolioManagement ITSMAgile Digital Business Software IT
  • 4. the 21st century is not predictable… you don’t need efficiency you need adaptability JEFF EGGERS - MCCHRYSTAL GROUP EXECUTIVE DIRECTOR
  • 5. Culture ATLASSIAN TEAM PRINCIPLES Performance Practices activity vs value Do they promote cooperation, break down silos and champion continual learning? What are their guiding principles & values? Which practices need attention? Which practices mater most? IT teams Focuses shifts modules to practices
  • 7. CLOSED Hoarding of information Knowledge loss Eroding of innovation Cloudy division of labor Inflexible processes Office politics Being out of the loop Distrust Social exclusion Much of the world works, often unwittingly, in a closed way.
  • 8. The means by which we transform the way we work, play, and live with each other. OPEN Freely accessed information Knowledge base Share honest opinions Genuine diversity Flexible processes Low barrier to great tools Ideas come from anywhere Trust Social inclusion
  • 9. TeamPlaybook LEADERSHIP SERVICE PROJECT TeamHealth TeamPlays www.atlassian.com/team-playbook
  • 10. adaptable to the team lean & agile ways of working empowered teams decentralized ‘level z’ support focused on delivering value low-code / no-code platform app marketplace ITSM OF TOMORROW Convergence of Agile and ITSM
  • 11.  NEXT EVOLUTION OF ITIL - ITSM GETS AGILE The Fourth industrial revolution brings us ITIL 4 - still includes fundamental service management elements from previous versions - “Focus on value” is a central principle - a flexible and value-centric approach - key elements include: *the guiding principles (culture & values) *the move from processes to practices *the ITIL service value system.
  • 12. Teams centric Create a support environment that fit team and the mission without compromise Customer centricity Deliver services to users and the business with greater value and at a faster pace Embrace Agile & DevOps Embrace Agile and DevOps to Drive Business Value Faster Collaboration & Trust Foster a culture based on shared responsibility, transparency and fast feedback Atlassian for IT
  • 13. REDEFINING MODERN ITSM TO FIT THE WAY TEAMS WORK Practices IT teams Service desk Knowledge IT projects Incident Change control Release Culture Performance
  • 14. Supporting the business with Service Request Management Deliver amazing Self-Service Alexandre Godreau (Unsplash)
  • 15. SHIFTING TOWARD LEAN & AGILE WAYS OF WORKING Increased focus , agility & learning Level Zero Support Level One Support Level Two Support Level Three Support Shift left: improve customer satisfaction & lower support cost
  • 16. Request MODERN SERVICE REQUEST MANAGEMENT Fulfill Complete ‣ initiate ‣ approve ‣ communicate ‣ survey ‣ measure ‣ learn ‣ improve ‣ classify ‣ assign ‣ orchestrate ‣ collaborate ‣ escalation ‣ verify Knowledge Automation & Orchestration
  • 17. Legal Have a legal request? Raise a request here.
  • 18. Legal Have a legal request? Raise a request here.
  • 19. Streamlined Leverage automation to create a delightful service offering Knowledge centric Shift-left to deliver greater customer value Customer focused Understand needs to establish a multi-channel strategy Tips for building a lean self-service capability #AtlassianAgileITSM
  • 20. BUILD KNOWLEDGE CENTRIC SERVICE TEAMS Aggregate your knowledge Centralizing your knowledge content accelerates learning and helps your team make better decisions.
  • 21. Invest in knowledge culture & practices Invest in capabilities that make it easy for teams author, collaboration and share knowledge (Confluence)
  • 22. Invest in knowledge culture & practices Invest in capabilities that make it easy for teams author, collaboration and share knowledge (Confluence) Peer reviews & rewards Leverage peer reviews to ensure the right knowledge base articles are published.
  • 23. Invest in knowledge culture & practices Invest in capabilities that make it easy for teams author, collaboration and share knowledge (Confluence) Peer reviews & rewards Leverage peer reviews to ensure the right knowledge base articles are published. Learn & improve Use metrics and reporting to see where knowledge is best used and where the team should focus to improve.
  • 24. IT service desk will no longer be defined by tiers. Instead they will operate more like cloud structures - Level Z Service Desk GARTNER 2018 STRATEGIC ROADMAP FOR IT SERVICE MANAGEMENT
  • 25. TRADITIONAL IT TIERED SUPPORT & ESCALATIONS level 1 support level 2 support level 2 support level 2 support level 3 support level 3 support level 3 support level 3 support Escalation
  • 26. LEVEL-Z TEAM SWARMING level 1 support Issue type? Issue priority? level 1 swarm local swarm Approach Practice Queue based escalation Chat Ops Expand team learning
  • 27. Learn & Improve Monitor key metrics (SLAs, KB usage, CSAT, etc.) Open Collaboration Breaks down barriers of communication & support response Balanced Work Leverage queues, boards & ‘WIP Limits’ that balance the flow of work Tips for enabling agile service support teams #AtlassianAgileITSM
  • 28. Events, Incidents & Problems IT Operations Hermes Rivera (Unsplash)
  • 29. HOW PREPARED IS YOUR TEAM TO HANDLE A MAJOR INCIDENT RESPONSE? Detect + Communicate Respond + Investigate Resolve + Recover Learn + Improve • Classification • Prioritization • Coordination • Investigation • Collaboration • Document • Recover • Verify • Resolve • Learning • Sharing • Reporting Mean Time to Recovery (MTTR)
  • 30. ESTABLISH AN INCIDENT PLAYBOOK FOR YOUR TEAM Detect RecoverRespond Learn Improve
  • 31. ESTABLISH AN INCIDENT PLAYBOOK FOR YOUR TEAM Detect RecoverRespond Learn Improve 1. Clearly define what qualifies a major incident 2. Document your major incident practices 3. Establish your major incident comms plan 4. Ensure the best resources on the team-of-teams 5. Establish your PIR practices 6. Conduct PIRs for all major incidents 7. Publish and share PIR learnings 8. Conduct major incident simulation drills #AtlassianAgileITSM
  • 32. EVENT & INCIDENT FATIGUE ITOps Team Businesssystems/ infrastructure Monitoring + Detect Respond
  • 33. IMPROVE ALERT & INCIDENT COORDINATION ACROSS TEAMS ITOps Team Businesssystems/ infrastructure Monitoring + SMS Alarms Detect Respond Recover
  • 34. ONE SOURCE OF TRUTH FOR IT DOCS AND KNOWLEDGE BASES Runbooks help IT teams quickly solve major incidents because they have critical service and application troubleshooting information in one place Major Incident
  • 35. Invest in Post Incident Reviews Continual Service Improvement Credits: Photo by Daria Nepriakhina on Unsplash
  • 36. of incident reviews are forgotten 70% Incident TimelineMajor outage
  • 37. Post Incident Review (PIR) Incident Timeline Learn, improve, & share • understand all contributing root causes • document the incident for future reference (i.e. KB, KE) • implement effective preventative actions • reduce the likelihood of recurrence • improve service quality • share learnings
  • 39. Tips for effective PIRs 1. Establish a team culture where learning & collaboration unlocks understanding 2. Defuse the ‘blame game’ 3. Provide a repeatable PIR process, simple to follow and encourages collaboration. 4. Knowledge sharing with KBs, KEs & Runbooks 5. Take action improve services and prevent future incidents (bugs, changes) 6. Publish & share PIR learnings - increase visibility #AtlassianAgileITSM
  • 40. Fast MTTR Establish an incident game plan that expedites response to major outages Effective Communications Gain trust and improve customer comms during service disruptions Open Team Collaboration Leverage open work, knowledge sharing & ChatOps Continuous Improvement Leverage Post Incident Reviews to learn from major outages Tips for improving Incident Management #AtlassianAgileITSM
  • 42. THE IT INFRASTRUCTURE LANDSCAPE HAS EVOLVED. HAS YOUR CHANGE MANAGEMENT CAPABILITY ADAPTED? Physical Services Virtualization Platform Operating System Database WebServer Messaging Applications IAAS Database WebServer Messaging Application Virtualized Infrastructure Application Platform Applications Code IT practices Change Management Change Control Release & Deployment
  • 43. HOW DOES YOUR IT ORGANIZATION HANDLE THE FLOW INFRASTRUCTURE CHANGES? Initiate Plan & Authorize Implement & Verify Closure & Review ‣ classification ‣ review ‣ coordination ‣ approval ‣ planning ‣ scheduling ‣ learning ‣ sharing ‣ reporting ‣ implementing ‣ documentation ‣ verification Normal change Standard change Emergency changes
  • 44. PIR Lack of automation WHERE’S THE CHALLENGES IN CHANGE MANAGEMENT? Initiate Plan & Authorize Implement & Verify Closure & Review Normal change Standard change Emergency changes RFC intake Cross functional team planning CAB Approvals
  • 45. Closure & Review LEVERAGE AUTOMATION TO IMPROVE FLOW Change SLA due Emergency change High risk change Standard change Change Implemented Add comment to change Notify Service Owner Automated approval Set Risk Level Webhook - AWS provision server Transition change Initiate Plan & Authorize Implement & Verify Normal change Standard change Emergency changes
  • 46. Auto-approved & transitioned LEVERAGE AUTOMATION TO IMPROVE FLOW Closure & ReviewInitiate Plan & Authorize ImplementStandard change ‘Customer in Europe using legacy ITSM tool transitioned to Jira Service Desk as part of Digital transformation initiative …..’ ‘Automated 70% of Standard changes to realize significant time savings and deliver value faster’
  • 47. IMPROVE CHANGE PLANNING AND APPROVALS Beak down team barriers and improve change coordination - Centralize change documentation in Confluence - Increase visibility across teams - Collaborative peer reviews - Retire Change Approval Boards - move to change approval at the authority level
  • 49. 1. Outside-in thinking - work closely with stakeholders (security, compliance, service owners etc.) Streamlining change control without compromise 5. Leverage Kanban boards to improve visibility. 2. Centralize change documentation - increase visibility, collaboration and learning 4. Identify where automation saves time and removes bottlenecks (pre-approved standard RFC) 3. Implement RFC peer-reviews to lesson the burden on the Change Approval Board (CAB) #AtlassianLeanMeanITSM
  • 50. At the speed of the business Speed is the new security Automate standard changes Streamline approvals Implement peer reviews Increase collaboration & improve approvals Reducing risk; facilitating value Balancing, risk, safety & quality. De-risk change so you are providing a safer path Tips for Change Management that’s agile Continuous Improvement Leverage Change PIR reviews to learn and improve #AtlassianAgileITSM
  • 51. Problem ITSM SOFTWARE THAT’S ADAPTABLE TO YOUR NEEDS 1000+add-ons & integrations compatible for IT teams Service Request Incident Change Asset MonitoringCall Center Collaboration EmailReporting CMDB
  • 52. Practices teams AGILE ITSM FOR HIGH VELOCITY IT TEAMS Culture Performance
  • 54. Thank you! PAUL BUFFINGTON | PRINCIPAL SOLUTION ENGINEER | ATLASSIAN VIDHU SHARMA | SENIOR PRODUCT MANAGER | ATLASSIAN