The Service Catalog team (Rich Murphy, Alison Bell and Christine Fitzgerald) are invited to participate in all Sponsor meetings, as we share the same Sponsor (Barbara Goguen) and our projects have dependencies on one and other.
January 10, 2011
- Review of Service Portfolio Scope
- Review of Service Portfolio time line Service Portfolio Project Plan Revisited January 6, 2011
- Review of Service Catalog status
- RFP
- draft categories and services by 3/1/11
- Agreements:
- Portfolio will feed the Catalog
- Catalog will go with what is currently on the IS&T Website until Portfolio is complete
- continue joint sponsor meetings
February 9, 2011
- Scope
- getting data and making it available and easy to use
- seen as interim solution as we evolve our change management tools
- Requirements
- team to review by 2/17/11
- sign off by sponsor by beginning of March (3/7 sponsor meeting)
- Data Dictionary Reconciliation
- team to review for 2/17/11
- PS to follow up with Alison on Catalog taxonomy and share dictionary
- confirm categories/services definitions
- catalog has 2 levels
- portfolio has 3-4 possible levels
- drives HD ticket categorization
- reconcile
- Oliver will send out sample architecture
- team will begin planning data collection and populate fields
- keep data in transferable format
- Library of Procedures
- escalation process complete
- CG and GZ to look at 2-3 more processes to define
- use process swim lanes as guide
- Vehicle
- make it part of staff work flow (easily updated)
- drupal - could we stand up our own instance?
- distributed work flow
- change management
- audit capabilities
- future tool, but moving format with data collection in parallel
- will need support plan for drupal instance
- Barbara will look for funding for vm
- RT Stock Replies - doesn't look like it will meet requirements
- Hermes - may work for initial data collection (structure and prototype)
- will need to limit staff who edit and contribute as work flow is not supported
March 7, 2011
- technology options - Barbara will review with Marilyn this week
- contract DCAD to build in drupal
- use IS&T Website templates, copy to new instance, and populate
- need access controls (IS&T only)
- set up a multi site drupal instance with DM (RAFT On Line Help)
- could be vanilla out of the box drupal
- needs support model - will Rich be able to absorb on his team in future?
- consider Remedy demo for Service Portfolio module
- pushing technology implementation out further
- interim work - prototype for June 15, 2011
- "digesting the data"
- work on refining the model and creating the service maps
- enumerate other categories to be mapped
- walk through an entry at senior staff (Pat to set up)
- populate info in mind mapping software
- base assumptions
- map out professional services separately to see where they may fall
- windows desktop support
- browser support
- Library of Procedures update
April 4, 2011
- draft presentation for Senior Staff 4/7: IST Service Portfolio Entry.ppt** review of high level categories
- review of Services (3-4) under each category
- review of solutions under 2-3 Services (in Communications category)
- drill down into Exchange and Outlook 2011
May 2, 2011
- team is now split into two subgroups, each mapping five categories in Catalyst over the next 6 weeks
- present progress to senior staff 6/2/11
- categories with definitions
- continue to share information with Catalog team
June 6, 2011
- mapped top three levels of Portfolio in Catalyst
- shared definitions for each Service Family with Catalog
- reviewed Catalog taxonomy draft
- reviewed senior staff presentation currently scheduled for July 7th Service Portfolio Progress Update.pp
July Sponsor Meeting Cancelled - Presentation to all Senior Staff July 7, 2011
August 15, 2011
- Service Portfolio Brainstorm August 11, 2011
- review of portfolio database business case
- Barbara will socialize with sr staff
- update on data model progress
- to be finalized by end Sept and reconciled with requirements
- portfolio gathering content October to December
- update on distributed sw life cycle processes/recommendation - rescheduled for 8/22
- update on next steps with service catalog team
- meeting 8/18
- mechanics of building content
- prototype for portfolio
- catalog confirm content fields for consumption
- current status of catalog
- content gap analysis end August
- need to develop plan for developing new content
- will look at whether Drupal has ITIL module
September Sponsor Meeting Cancelled - vacation schedule and Back to School
October 21, 2011
- review prototype approach and plan
- reviewed discussions with Catalog team
November Sponsor Meeting Cancelled - holiday schedule
December 15, 2011
- sponsor report: Service Portfolio Prototype Sponsor Report Dec2011.doc
- review project plan: Service Portfolio Prototype Project Plan Dec2011.xlsx** info/demo session in February for IS&T staff
- data collection: in addition to team contact information, capture hours of operation
- Remedy and Website (catalog) need to think about data reconciliation and maintenance cycle
- status on distributed software as a service
- Barbara still needs to socialize with ADs
- kick off meeting with original group (including Finance and Procurement) once we have green light
January 5, 2012
February 6, 2012
March 12, 2012
April 2, 2012
April 23, 2012
- reviewed options for portfolio implementation: Portfolio Options.xlsx
- team will move forward with Remedy exploration
June 7, 2012
- 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
July 11, 2012
August 9, 2012
September 19, 2012