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  • Asset Management Console and drill down
    • configure search criteria under app preferences
    • tabular view
  • BMC Atrium demonstration
    • Atrium Explorer and drill down
      • graphical view (right click and edit for tabular view)
    • Federation Manager
    • Class Manager
  • Remedy CMDB issues:
    • Service Families absent from CI categorization
    • Documents are uploaded separately (would need to create a CI that was a "bundle" and relate to several products/offerings)
    • Asset management console only shows parent or child relationships, not both together
    • The interface and categorizations does not map to the way staff think or use the information
    • Can't join data the way we want (brands, aka, etc)
    • Limited in terms of easy of use and approachability
    • Glossary of terms is from Remedy and not true ITIL
    • Remedy (by design) limits participation in knowledge management
    • Administration of data is locked down to small group
    • Dynamic changes/updates are not as supported
    • View in Atrium explorer is limited
      • Drill down takes time
      • Scroll over does not stay visible for very long
      • Search is limited (does not include text in notes, etc where branding and aliases are critical to get information quickly)
    • Looks like we get 60% of our requirements met, but not 80%
  • API issues:
    • Not readily available (not Web 2.0)
    • Based on pre populated forms in Remedy
    • We would e building another application we would own
      • Do we have the skills to build and support/maintain?
        *Additional considerations:
    • Priorities for Remedy
      • Expanding change management to more teams
      • Exploring problem management and incident management
      • Knowledge management (Service Portfolio, Knowledge Base and IS&T Website) NOT priorities
        • We have existing systems or prototypes for this information
    • Service Portfolio landscape could change drastically over next 2 years, as could Remedy
      • Take a more targeted approach to building the Service Portfolio
        • Reduce investment overall but have something sooner (ROI)
          • Reduce resources/costs
          • Reduce timeline
          • Reduce requirements
  • Next steps:
    • Review the final draft of the project proposal for 6/21
      • Team will prepare edits to narrative
        • Changes to resource plan
        • Changes to support plan
      • Dave will review cost and time estimates
    • meet with KM Core and give status update 6/14

July 11, 2012

  • Barbara and Mark in attendance
  • Create a picture of what an ITSM Program would look like for our department
    • Statement of Direction
      • articulate a vision
      • identify benefits - why are we doing this
        • visibility into processes
        • resources become interchangeable to some extent
        • better analysis
        • some consistent process where we had none
      • identify pain points/biggest gaps
      • identify stakeholders
      • identify places where we have the potential for success
        • base on lessons learned from Remedy Change Management implementation
        • what parts make sense in our environment
        • exclude areas where processes and/or tools are already embedded
          • we don not want to replace existing processes or tools
        • include areas where we can collect, connect and automate ("glue together")
          • ITSS incident and response
          • request fulfillment
          • problem management
      • clearly define what is in and out of scope
        • limit to Operations & Infrastructure and Customer Support
        • articulate how far down the slope we go
      • articulate milestones and time line
        • digestible chunks of work - the sequence of events to do this right
        • what we get at each step along the way
  • Barbara and Mark cosponsor this larger effort once we have agreement on the vision and the work
  • projects come next
    • for example, Remedy CMDB build out with custom UI (service data but not asset data) based on prototype
  • deliverable draft statement for next sponsor meeting 8/22/12

...

  • review ITSM Statement of Direction with Barbara and Mark: ITSM Statement of Direction Final Draft.docx
  • next steps:
    • lightweight evaluation of ITSM tools 9/15 - 10/31
      • look at all modules and interfaces
      • use customer perspective
      • identify any show stoppers
      • commit to ONE TOOL by 10/31
    • rework ITSM Statement of Direction
      • narrow scope to 18 months
      • delineate more tangible deliverables (name services, the processes we would apply and the value proposition)
    • meet with KM Core and give update 8/23

September 19, 2012

October 17, 2012