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KEVIN JESSE | CHIEF IT ARCHITECT | UNIVERSITY IN UPSTATE NEW YORK | @KEVINJESSESR
Standardizing Jira Service Desk in a
Decentralized Environment
The most dangerous phrase in the language is
‘we’ve always done it this way.’
Grace Hopper (1906 – 1992)
Use Case
500+
Professionals
100+
Support teams delivering services and support
Build a controlled and consistent
process to continually optimize the
working methods of Information
Technology (IT)
USE CASE
Information Technology Infrastructure Library (ITIL) - Foundation V3 Lifecycle
Standardizing Jira Service Desk in a Decentralized Environment
Before
• Multiple tools managed independently
• Multiple deployments of same tool
• Many workflows
• Many processes & procedures
• Tracking via Spreadsheets
• Shared Mailboxes
After
• Centralized tools with optimized foundation
• Multiple integrated Service Desks
• Simplified workflows
• Reduction of processes & procedures
• Transition to queues and dashboards
• Transition to email to ticket
Service Catalog
A service catalog (or catalogue), is an
organized and curated collection of
any and all business and information
technology related services that can be
performed by, for, or within an
enterprise.
Wikipedia - https://en.wikipedia.org/wiki/Service_catalog
How would a librarian create a
Service Catalog?
Concept
Group of different
Individuals that share
characteristics. Concepts
can be subconcepts of other
Concepts.
Individuals
Base unit of an ontology;
they are the things.
Relationships
The way Individuals relate to
other Individuals.
ScienceDirect - https://www.sciencedirect.com/science/article/pii/S095070511100267X
Who to engage?
Customers
A sample of folks who are consuming
the service(s)
Providers
All that provide the service(s);
including the support of the service(s)
End Users
All that interact with the Customers,
Stakeholders and Providers
Stakeholders
Those who are responsible and/or
accountable for the service(s)
Get Organized
Standardizing Jira Service Desk in a Decentralized Environment
Standardizing Jira Service Desk in a Decentralized Environment
Who is accountable?
Governance
Why is governance important?
IT Service Management (ITSM)
Organizational Structure
Set vision and strategy
Prioritize activities;
Resolve conflicts;
Remove roadblocks
ITSM Governance Council
ITSM Governance Advisors
Directors responsible for services
Ex Officio: One individual
Sponsors
VP/C-level
ITSM Architecture & Build Team
Full-time ITSM experts to
build and monitor ongoing ITSM processes
• ITSM/ITIL Architects
• ITSM Managers
• ITIL Certified Experts
• ITSM Engineers
ITSM Service Managers
Service Desk / Change
Management
ITSM Service Managers
Task Management / Support
ITSM Consumers
Execute strategy;
Translate business requirements into system
configurations;
Identify conflicts
Define business requirements;
“Service owners” for
components of ITMS;
Manage operations
Define business requirements;
“Service owners” for
components of ITMS;
Manage operations
Consensus
Establishing Priority
Set Expectations
Inclusion
Accountability
RISKS BENEFITS
Time consuming
Competing Priorities
Differing Opinions
Slows Down Implementation
Are there costs related to
governance?
Cost Savings w/ Mixed Licensing
License
Model
Options
Single
Mixed
Unlimited
If you only focus on Jira Service Desk managing
a single license reduces overhead
Combining Jira Service Desk, Jira Software and
Jira Core to avoid unlimited licenses
Drives your add-on cost up
License
Model
Options
Single
Mixed
Unlimited
If you only focus on Jira Service Desk managing
a single license reduces overhead
Combining Jira Service Desk, Jira Software and
Jira Core to avoid unlimited licenses
Drives your add-on cost up
License
Model
Options
Single
Mixed
Unlimited
If you only focus on Jira Service Desk managing
a single license reduces overhead
Combining Jira Service Desk, Jira Software and
Jira Core to avoid unlimited licenses
Drives your add-on cost up
Balancing a mix of licensing
Crowd
Unlimited license made most sense
given that we want all users to be
customers in Jira Service Desk
Jira Service Desk
Minimize licenses to cover the
needed level 1 and level 2 help desk
agents only
Jira Core
Use this license for access to add-ons
like Insight or for basic task
management
Jira Software
Base license for the majority of the
non-customer or level 3 support
users.
Minimizing Customizations
Why Information Technology
Infrastructure Library (ITIL)?
Minimizing the number of Jira workflows
Establish base workflows
Create sets of base workflows; ITSM;
Task; Agile, etc.
Avoid unique workflows
Not every workflow has to be unique.
Many times a base workflow will
meet the need.
Try before customizing
Ask end users to try the base
workflows before creating a unique
workflow.
Allow small variations
Create variants of the base
workflows with small changes; don’t
allow for to many variants.
Minimize the number custom fields
Common taxonomy
Classify common terms into a single
term; ex. Delivery Date and Delivered
On.
Use contexts
Have different needs per Jira project
or Issue Type; ex drop down options.
Service Desk Display Name
Does the customer use a different
language from the agent?
Common screens
Like with workflows create base
screens and avoid unique screens
Just because you can doesn't mean
you should.
MULTIPLE
Change the culture to focus on
the many.
Non-IT Service Desks
Taking the IT out of IT Service
Management (ITSM)
AKA Enterprise Service Management
HUMAN RESOURCES PROCUREMENT
LEARNING & DEVELOPMENT LIBRARY SERVICES
Transitioning a non-IT team into an IT
system
UNDERSTANDING THE BUSINESS
Mixing IT and non-IT workflows
Is there an IT component
Does the business have an IT
component that needs support?
Supporting the non-IT team
Clearly identify who is responsible for
primary and secondary support
Shared support
Develop support plan for who is
supporting what parts of the Service Desk
Is there an IT team
In a decentralized environment many
business teams also have IT teams
Single Server
Multiple Applications
• Crowd
• Jira Service Desk
• Jira Software
• Jira Core
• Confluence
• Docker
Architecture
Shibboleth SSO
Single-sign-on
• Crowd, Jira Core, and Confluence
integrated with Shibboleth
Architecture
Email Proxy
Enhanced Email Processing
• Many email aliases per
Service Desk
• Unknown User mapping
• Multiple user email
address mapping
Architecture
Click2Clone
Automation
• Backups
• Log management
• Upgrades
• Environment Replication /
Cloning
• Job execution
• Scheduling
Architecture
Demo(s)
Integrated Service Desks
Integrated Support Teams
IT Service Management Relationships
• Ticket handoff to other Service Desk
• Ticket handoff within a Service Desk
• Ticket handoff to non-Service Desk Jira projects
• Multi-team assignments/handoff
• Service Catalog/IT Asset integration
• Automatic routing of Service Desk tickets
• Service Desk
• Service Catalog
• IT Assets
• Customer Information (CRM)
• Knowledge-base
Standardizing Jira Service Desk in a Decentralized Environment
Standardizing Jira Service Desk in a Decentralized Environment
KEVIN JESSE | CHIEF IT ARCHITECT | UNIVERSITY IN UPSTATE NEW YORK | @KEVINJESSESR
Thank you!

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Standardizing Jira Service Desk in a Decentralized Environment

  • 1. KEVIN JESSE | CHIEF IT ARCHITECT | UNIVERSITY IN UPSTATE NEW YORK | @KEVINJESSESR Standardizing Jira Service Desk in a Decentralized Environment
  • 2. The most dangerous phrase in the language is ‘we’ve always done it this way.’ Grace Hopper (1906 – 1992)
  • 5. 100+ Support teams delivering services and support
  • 6. Build a controlled and consistent process to continually optimize the working methods of Information Technology (IT) USE CASE
  • 7. Information Technology Infrastructure Library (ITIL) - Foundation V3 Lifecycle
  • 9. Before • Multiple tools managed independently • Multiple deployments of same tool • Many workflows • Many processes & procedures • Tracking via Spreadsheets • Shared Mailboxes After • Centralized tools with optimized foundation • Multiple integrated Service Desks • Simplified workflows • Reduction of processes & procedures • Transition to queues and dashboards • Transition to email to ticket
  • 11. A service catalog (or catalogue), is an organized and curated collection of any and all business and information technology related services that can be performed by, for, or within an enterprise. Wikipedia - https://en.wikipedia.org/wiki/Service_catalog
  • 12. How would a librarian create a Service Catalog? Concept Group of different Individuals that share characteristics. Concepts can be subconcepts of other Concepts. Individuals Base unit of an ontology; they are the things. Relationships The way Individuals relate to other Individuals. ScienceDirect - https://www.sciencedirect.com/science/article/pii/S095070511100267X
  • 13. Who to engage? Customers A sample of folks who are consuming the service(s) Providers All that provide the service(s); including the support of the service(s) End Users All that interact with the Customers, Stakeholders and Providers Stakeholders Those who are responsible and/or accountable for the service(s)
  • 19. Why is governance important?
  • 20. IT Service Management (ITSM) Organizational Structure Set vision and strategy Prioritize activities; Resolve conflicts; Remove roadblocks ITSM Governance Council ITSM Governance Advisors Directors responsible for services Ex Officio: One individual Sponsors VP/C-level ITSM Architecture & Build Team Full-time ITSM experts to build and monitor ongoing ITSM processes • ITSM/ITIL Architects • ITSM Managers • ITIL Certified Experts • ITSM Engineers ITSM Service Managers Service Desk / Change Management ITSM Service Managers Task Management / Support ITSM Consumers Execute strategy; Translate business requirements into system configurations; Identify conflicts Define business requirements; “Service owners” for components of ITMS; Manage operations Define business requirements; “Service owners” for components of ITMS; Manage operations
  • 21. Consensus Establishing Priority Set Expectations Inclusion Accountability RISKS BENEFITS Time consuming Competing Priorities Differing Opinions Slows Down Implementation
  • 22. Are there costs related to governance?
  • 23. Cost Savings w/ Mixed Licensing
  • 24. License Model Options Single Mixed Unlimited If you only focus on Jira Service Desk managing a single license reduces overhead Combining Jira Service Desk, Jira Software and Jira Core to avoid unlimited licenses Drives your add-on cost up
  • 25. License Model Options Single Mixed Unlimited If you only focus on Jira Service Desk managing a single license reduces overhead Combining Jira Service Desk, Jira Software and Jira Core to avoid unlimited licenses Drives your add-on cost up
  • 26. License Model Options Single Mixed Unlimited If you only focus on Jira Service Desk managing a single license reduces overhead Combining Jira Service Desk, Jira Software and Jira Core to avoid unlimited licenses Drives your add-on cost up
  • 27. Balancing a mix of licensing Crowd Unlimited license made most sense given that we want all users to be customers in Jira Service Desk Jira Service Desk Minimize licenses to cover the needed level 1 and level 2 help desk agents only Jira Core Use this license for access to add-ons like Insight or for basic task management Jira Software Base license for the majority of the non-customer or level 3 support users.
  • 30. Minimizing the number of Jira workflows Establish base workflows Create sets of base workflows; ITSM; Task; Agile, etc. Avoid unique workflows Not every workflow has to be unique. Many times a base workflow will meet the need. Try before customizing Ask end users to try the base workflows before creating a unique workflow. Allow small variations Create variants of the base workflows with small changes; don’t allow for to many variants.
  • 31. Minimize the number custom fields Common taxonomy Classify common terms into a single term; ex. Delivery Date and Delivered On. Use contexts Have different needs per Jira project or Issue Type; ex drop down options. Service Desk Display Name Does the customer use a different language from the agent? Common screens Like with workflows create base screens and avoid unique screens
  • 32. Just because you can doesn't mean you should. MULTIPLE
  • 33. Change the culture to focus on the many.
  • 35. Taking the IT out of IT Service Management (ITSM) AKA Enterprise Service Management HUMAN RESOURCES PROCUREMENT LEARNING & DEVELOPMENT LIBRARY SERVICES
  • 36. Transitioning a non-IT team into an IT system UNDERSTANDING THE BUSINESS
  • 37. Mixing IT and non-IT workflows Is there an IT component Does the business have an IT component that needs support? Supporting the non-IT team Clearly identify who is responsible for primary and secondary support Shared support Develop support plan for who is supporting what parts of the Service Desk Is there an IT team In a decentralized environment many business teams also have IT teams
  • 38. Single Server Multiple Applications • Crowd • Jira Service Desk • Jira Software • Jira Core • Confluence • Docker Architecture
  • 39. Shibboleth SSO Single-sign-on • Crowd, Jira Core, and Confluence integrated with Shibboleth Architecture
  • 40. Email Proxy Enhanced Email Processing • Many email aliases per Service Desk • Unknown User mapping • Multiple user email address mapping Architecture
  • 41. Click2Clone Automation • Backups • Log management • Upgrades • Environment Replication / Cloning • Job execution • Scheduling Architecture
  • 42. Demo(s) Integrated Service Desks Integrated Support Teams IT Service Management Relationships • Ticket handoff to other Service Desk • Ticket handoff within a Service Desk • Ticket handoff to non-Service Desk Jira projects • Multi-team assignments/handoff • Service Catalog/IT Asset integration • Automatic routing of Service Desk tickets • Service Desk • Service Catalog • IT Assets • Customer Information (CRM) • Knowledge-base
  • 45. KEVIN JESSE | CHIEF IT ARCHITECT | UNIVERSITY IN UPSTATE NEW YORK | @KEVINJESSESR Thank you!