Tag Archives: Service Management

ITSM

Don’t Believe These 6 Service Management Myths

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I have said before that service management has gotten a bad reputation. But that bad reputation is somewhat deserved because the service management of the past failed a lot of companies. I’ve heard from many IT professionals that they have tried service management and it just didn’t work or worse, they have current service management initiatives but they’re not sure if it’s working.

Service management has evolved over the years and many of the beliefs out there are just plain wrong. What if I told you that service management is a secret weapon that can solve many of the challenges facing a modern organization – if only more professionals understood the true power of service management?

It’s time to bust some service management myths.

Service management means fitting into a strict framework

This idea of adhering to an inflexible, strict framework is one of the biggest service management misconceptions. Many people view service management as being overly restrictive and that in order for it to work, you have to fit your organization and workstreams into exact, inflexible parameters. This couldn’t be further from the truth. Good service management is first understanding how the organization wants to derive value and outcomes from its use of technology, then applying the right methodologies to enable the realization of that value and outcomes.

This means that you should first identify your organization’s specific challenges and goals, then adopt and adapt approaches that best leverage people, capabilities, and technology in such a way that will address those challenges. You can drop in different aspects of service management best practices without forcing your team to adopt every single best practice. Good service management is customized to meet the needs of the organization, not the other way around.

Implementing service management requires a new tool

Another common myth of service management is that it’s all about the tool. Often, when I ask a prospect about their service management environment, they’ll start talking about the tools they are using, and not the business challenge they’re trying to address. This tool-first mentality around service management is problematic – it means many organizations go straight to investing in a tool before understanding what they are trying to achieve with service management. And because tools are never “magic bullets”, implementations of tools without understanding the why behind adoption of service management rarely delivers the outcomes that the organization needs.

Good service management isn’t an out-of-the-box solution. You can’t just fire up a new tool and expect everything to magically start working correctly. Instead, you need to start with the groundwork of mapping where you are currently. Map value streams, get clear on who is responsible for what and identify where you’re experiencing gaps in service. You need to get a clear picture of how your organization is currently delivering services before you can even start to think about a tool.

If you skip this step and go straight to investing in a tool, you’ll end up with an expensive tool that still doesn’t solve your problems. Or you’ll have a tool that is fully featured but your team can’t even use half of the features.

The bottom line is, if you want to properly implement service management, don’t start the conversation by discussing tools.

SM is only for large enterprises

To some, service management is a bureaucratic mess of processes that is only necessary in a company of thousands of people. But small and mid-sized companies need service management just as much as the bigger guys.

Good service management means:

  • Reliable, consistent, and relatable services
  • A measurable contribution to business value
  • Efficient, data-driven, defined, and documented processes

If you’ll notice, there’s nothing that says that good service management requires a big team. Service management is simply about delivering great service as efficiently and effectively as possible. This is so important in small and mid-sized companies! You’re getting just as much accomplished with smaller teams so everyone needs to work smart and find the workflows that will keep the team operating as efficiently as possible!

There’s no “minimum employee count” for organizations wanting to implement service management. It can make a positive difference in any size organization.

Service management is just about the Service Desk

Many people think service management is just something that the service desk does. Sure, the service desk is important and it will benefit from service management initiatives. But the goal of the service desk is to deliver a smooth experience for users. It doesn’t represent a holistic view of how value and services flow through the organization. And the service desk by itself cannot deliver good service management; rather, it relies on being integrated with all other parts of the organization to deliver good service management.

Service management is about providing and managing the right combination of people, processes and technology to enable a business to meet its objectives and deliver measurable value. The service desk is part of this but it’s just one piece of the overall puzzle. True service management extends far beyond the service desk.

Service management is just ITIL

I’ve noticed many people use “service management” and ITIL®1 interchangeably which contributes to much of the confusion around service management.

Service management is about the holistic view of a business and its IT capabilities. It can act like an operating model for the business of IT. It’s an overarching view of how IT operates within the context of the business and how IT helps the overall business achieve its goals.

On the other hand, ITIL is a collection of guidance and advice for implementing service management practices. Using a sports analogy, service management is the playbook for the season while ITIL may be a specific play executed on gameday.

Service management is only about IT

Finally, we have one of the most pervasive myths about service management: that it’s only about IT. Of course, for a long time it was known as “IT Service Management”, so it’s no wonder that this is a belief.

For service management to be truly effective, it must reflect and support entire organizational value streams, not just the IT portions. Technology is no longer department-specific. Technology connects entire value streams in nearly all organizations. If you don’t have enterprise-wide workflows that support value all the way to the customer, you likely have a bunch of disjointed pieces that result in a poor customer experience.

This idea of service management being used across the business is more commonly referred to as “Enterprise Service Management” and it’s becoming more prevalent. Limiting service management practices and views to only IT is severely limiting the organization’s ability to grow, scale, and meet the ever-evolving expectations of their customers.

Service Management: A Secret Weapon

Service management is often viewed as being old-school, restrictive, and too basic. However, if you look at service management with fresh eyes and recognize the difference between quality service management versus the myths of service management, you may end up seeing that it is the solution you’ve been trying to find all along.

Interested in learning how service management can improve your organization? Has your organization fallen victim to one or more of these service management myths? Let’s talk – book a free 30-minute consultation here.

*ITIL is a registered trademark of AXELOS Limited.
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ESM

ESM is the Business Strategy Every CIO Needs

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As organizations continue to work through a pandemic, adapt to an ever-increasing digital world, and adjust to new customer and employee expectations, CIOs must continue to step up to the plate to help navigate these changes from a business perspective.

Perhaps with some organizations, CIOs have not been part of business decisions in the past. The pandemic has shown that organizations can have success when working with IT as a business partner. The reliance on technology and new remote work expectations have paved the path for CIOs into the role of business success partner. Smart CIOs are taking advantage of the opportunity by presenting a strategy that can help the business holistically — not just the technology aspects within the business.

And that strategy is Enterprise Service Management.

What is Enterprise Service Management?

Enterprise service management, also known as ESM, is an organizational capability for holistically delivering business value and outcomes-based upon shared processes, appropriate technology, increased collaboration, and better communication across the organization, not just within IT. ESM, done well, provides a strong foundation for a positive customer experience, positive employee experience, and digital transformation.

Before we dig further into what ESM is, let’s talk about what it is not. ESM is not just about extending ITSM into enterprise. This is not about IT barging in and forcing its workflows on the rest of the organization. It’s not just deploying instances of IT’s service desk tool across the organization. ESM is focused on leveraging the best practices of service management across the organization holistically to co-create business value for the enterprise.

What effective Enterprise Service Management does is get the entire organization on the same page. ESM processes reflect and support the entirety of value streams, not just the IT portions. This enables teams to have clarity around how work and value flows through the organization, and how technology underpins workflow and value. And in the digital age, knowing how work and value flows through an organization provides the ability to quickly shift and react to changes in market spaces and is critical for business success.

Why is ESM a business strategy?

The biggest misconception about service management is that it’s just something that is done only in IT. Service management has always been about delivering real business value and measurable outcomes for organizations. While service management is often associated with IT, many are often surprised to realize that service management is also being practiced in other parts of the organization, such as HR, customer service, and facilities. What effective ESM does is help organizations connect these often-disjointed pockets of service management together, creating a better working environment and improved results. That is especially important in our current world.

The way we do business now has drastically changed. Remote work has become more of the norm. We may have thought 2020 was the year of remote work but actually, it’s just the beginning. The percentage of workers permanently working from home is expected to double in 2021. Many organizations are creating hybrid models for working, allowing for both work from home and remote work opportunities. Forbes reports that by 2025, an estimated 70% of the workforce will be working remotely at least 5 days a month.

This divide in working conditions and how work is being completed will impact the efficiency of the enterprise. There are plenty of benefits to operating with remote and hybrid models, but enterprises also have a higher risk of creating silos. This isn’t a technology issue, it’s a business issue – and it’s one that ESM can solve.

When enterprises commit to and implement ESM, the result is enhanced visibility regarding how value flows through the organization. This makes it easier to identify problem areas, simplify workflows, and clarify expectations and roles. Over the long term, this will increase efficiency across the organization, which means decreased costs and possibly increased revenue.

As we said earlier ESM is not just extending ITSM across the enterprise. This should not be seen as a hostile takeover by IT. The goal is to leverage IT’s service management expertise to improve overall performance across the organization. In order for that to happen, the CIO and IT have to lead the way in establishing ESM as a must-have strategy in the organization.

ESM does incorporate principles of good ITSM, and the CIO and IT should know the best practices and mistakes to avoid when implementing service management. This is an opportunity for IT to demonstrate leadership based on their past experiences working with ITSM. By showing the rest of the organization real-world examples of how service management has improved collaboration and made work more effective and efficient in IT, IT can make the case for how ESM can improve the enterprise’s workflows as well.

The CIO and IT can make their case even stronger because IT are one of the few departments that interacts with every other department every day. IT understands the workflows of other departments because it helped design and implement solutions that support those workflows. Using this knowledge, the CIO can present use cases for ESM using actual workflows and initiatives from across the organization as examples.

The trick here is to understand the overall business goals and how the goals of the individual departments contribute to those overall goals. This especially applies to the CIO. If a CIO can demonstrate how ESM helps link departmental goals to enterprise goals, and makes it easier to accomplish both goals, they can convince other organizational leaders to rally around the idea of ESM.

How to Start Implementing ESM

ESM implementation is the opportunity for CIOs to exhibit their business savvy while delivering a solution that helps the organization work in a more holistic fashion. But there will be those who resist ESM and will need to be convinced. You need three things for a compelling argument.

Make sure the IT house is in order

If IT is not running efficiently or doesn’t have its service management house in order, no one will be convinced that ESM is the right move. Before taking service management out into the enterprise, make sure that IT’s workflows are running like a well-oiled machine and that there are no gaps in services, support, delivery, or communication. The successful use of service management within IT makes for a stronger use case for adopting ESM across the enterprise.

Collaborate with Other Leaders

As we discussed earlier, you have to rally the troops around ESM before it can be properly implemented within your organization. Start by having conversations with other organizational leaders about their 2021 goals, their challenges, and their needs. That’s the best place to start the conversation, because you need other leaders to see the “what’s in it for them”. If you can illustrate how ESM not only helps individual departments meet goals, but also link those achievements to organizational goals, they’ll be more likely to support your case for ESM.

Develop the Business Case

Finally, after you’ve ensured that IT service management practices are in order, and gained support from other department leaders, you’re ready to develop the business case for ESM.

When developing the ESM business case, focus on the five factors of value — improved productivity, competitive differentiation, improved customer satisfaction, decreased cost, and increased revenue. Link the anticipated outcomes from ESM to one or more of these factors, and you increase the chance that you’ll receive full support and funding for ESM.

Looking for more support on implementing ESM initiatives in your enterprise? Book a free consultation! I can help you develop a plan for bringing ESM to your organization.

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Uncategorized

5 Modern Use Cases for Service Management

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“Service Management” is in desperate need of a rebrand. For years, service management was synonymous with IT. It was branded as IT service management. But service management isn’t strictly about the service desk or specific methodologies. Service management is about improving how an organization creates, manages, and delivers value to its end users.

If you have already closed the service management chapter in your company’s book…it’s time to reopen it. Among the many lessons that 2020 taught us, one of them is that every organization needs service management to operate efficiently.

But service management of 2020 is not the service management (as it perhaps was considered) of the past. It’s something that every organization should use to solve its biggest challenges and enable holistic business solutions. I’ve identified 5 modern use cases for service management that address issues that many organizations are struggling with today.

Organizations have to operate under a hybrid work model.

One of the biggest impacts of the coronavirus is its impact on how businesses operate. Most experts are predicting that for many organizations remote work will remain an option for most employees, even after it’s safe to fully return to the traditional office environment.

This is going to lead to issues for the organizations because they are going to lose any “tribal standards” in how work is completed. For example, one week an invoice can be hand delivered to the finance department, the finance department verbally agrees to paying the invoice. They pick up the phone after payment and confirm to the rep that the vendor has been paid. But then, the following week, maybe the representative is working remotely, so they have to email the invoice to the finance department. Then there is a virtual back and forth email exchange around payment. There is going to be a lack of standardization which can severely impact the business. Of course, this is one small example. For something simple like processing an invoice, this hybrid work model might not significantly impact operations. But when the workflows are more complex and perhaps, lead directly to the customer, these often undefined by tribally-performed workflows can get backed up, criss-crossed and broken quickly.

The lack of consistent and defined workflows across an organization will be severely impacted with a hybrid workflow model. If you didn’t have defined workflows when everyone was working within a traditional in-office model, or if you had defined workflows – but they were never adjusted for remote work, then watch out. Work is going to be delayed, employees are going to get frustrated, and leaders are not going to be able to effectively measure the efficiency of their workflows.

Good service management is the solution for hybrid workflows. It provides a framework to create a flexible workflow for every important initiative. When implemented correctly and across the organization, you’ll be able to build a workflow for any type of hybrid workflow situation.

Customers are not experiencing the full value of a product or service.

Customers are being impacted by the changes in your organization. Whether it’s due to layoffs, broken workflows or tightened budgets, your customers will feel that decrease in value if you don’t account for those changes and adapt appropriately.

For example, let’s say Company ABC had to cut part of its warehouse staff and the rest of its employees are working from home. Without the convenience of having customer service agents in-house, sales representatives have become a bit slow to process orders. Because of a short-staffed warehouse, shipments are routinely delayed. The end result? A flustered team and a frustrated customer who starts looking for other options where their shipments will be delivered on time.

Value leakage is a term that has been brought up often during the pandemic. Value leakage happens when value doesn’t flow properly through the organization and the end user doesn’t receive the full value of a product or service. If value leaks from any part of a value stream, no matter if it’s the ordering process, the delivery, the actual product itself, or the customer service after a product has been received, it’s bad for the customer – and that’s bad for the organization.

Value leakage can be identified and corrected with good service management because good service management provides a holistic view of the value stream. It pulls back the curtain on how every department works with one another and will identify where there are bottlenecks and value leaks that inhibit value from reaching the end user. It also, as noted above, will help you to create a workflow that tears down silos and allows leaders to measure and optimize across the value stream so that if a customer doesn’t realize the full value of a product or service, you can easily trace back to why and where it can be fixed.

Bad tech investments are blowing budgets and ruining productivity.

This is one of the biggest problems I see that service management can solve. Too many organizations are putting their money into the fanciest, flashiest, newest technology on the market only to implement and find…. it’s not the magic bullet they were hoping it would be. Organizations end up with a very expensive tool that employees aren’t fully using and that isn’t doing anything to actually support the organization.

For example, during the pandemic Company XYZ invested in a project management software in the hopes it would keep the organization running smoothly while everyone worked remotely. Unfortunately, because the company was remote, training for the tool was non-existent and most of the company struggled with understanding how to best use it. Without any clarity regarding desired outcomes, defined processes, or how the organization intended to collaborate, each department adapted their own methods for working with the tool. Now there are seven different departments using the same software in completely different ways. Company XYZ is now in a hole with this expensive software and they have no idea how to get out of it.

So how does service management solve for bad tech? Well, the problem is often not the tech. It’s how that tech is being used. It’s never a technology problem. It’s usually a workflow or people problem. Instead of investing in different technology or adding on more features to this already expensive software, Company XYZ needs to get their departments on the same page and a standardized approach for using the tool and creating support services to help facilitate using the tool. This just so happens to be exactly what service management can do for you.

Organizations are straddled with restricted budgets.

Let’s look at the pandemic struggles of an average company:

  • Budgets have been cut because sales have decreased.
  • Layoffs have occurred so employees are terrified and overwhelmed.
  • The way we work has changed but workflows were never adjusted so there are lots of gaps in service delivery and in the overall customer experience.

That means organizations have to work smarter, faster and for less money.

No big ask, right?

The way to get your teams working smart and faster without more money or more help is to help them work better together.

Again, service management is a holistic view of the way organizations work together. It forces everyone to see silos, gaps, opportunities for improvement, and where they fit into the success of the organization. A transparent view of how value and work flows through an organization is your best opportunity for getting your team to work at its peak performance.

Transparency works in business. It can empower your team and creates a “no blame” work environment where everyone understands their role.

This cannot be done without implementing service management techniques.

Employee experience is at a low.

There have been plenty of studies done on how organizations that prioritize employee experience frequently report higher levels of customer satisfaction. But between a global pandemic, tightened budgets, mandatory remote work, and an “always on” culture, many employees are struggling this year and employee morale is low.

Unhappy employees means less productivity and worse outputs, which is bad enough. But if organizations don’t take steps to improve employee experience, then they could be scaring away top talent already at their company and scaring off talent from even applying or accepting positions.

Employees are the core of any business and creating a positive working environment — whether it’s remote or in an office — should be at the top of every leader’s priority list right now. When you can’t throw employee appreciation nights or offer free food in the break room, what can you do?

You can make sure that every employee has everything they need to do their best work. This could mean automating tedious and repetitive tasks, creating clear processes so everyone understands their boundaries and where others can meet their needs and in general, eliminate friction from an employee’s daily work. Once again, this is service management to a tee.

Service management isn’t about forcing everyone to follow a strict protocol. It’s not about how IT delivers services. It’s about how an organization works together to create a positive working environment, provide value, and delight customers. It’s a way to give your leaders and your team a transparent view of how value is created and delivered.

Let value lead the way in 2021 and let service management create that value.

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ITSM

How To Avoid the Ghosts of ITSM Past

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What happened to IT service management? It feels like not that long ago IT was the master of its domain. But things have changed. Shadow IT is rampant in most organizations, there are higher expectations from consumers and less patience from end-users. IT organizations can’t afford to be unresponsive and uncooperative.

IT can’t keep playing by the old ITSM ways because they’ve stopped working. I’m not the only one who feels this way. According to a survey by ITSM.tools, only 24% of respondents think that existing ITSM best practice has kept up with the changing IT and business landscapes.

However, there is still a need for service management. In fact, I’d argue that the proliferation of technology in the workplace has made service management more important than ever.

Additionally, Enterprise Service Management is gaining traction among organizations, as is new technologies, such as AI and machine learning. Both of these will require strong service management foundations.

So what is a smart IT leader to do? You can’t keep trying to make new technology fit into old ITSM frameworks – but you can’t ignore the need for frameworks and processes. You need to avoid the ghosts of ITSM and instead apply modern principles of Service Management.

Let’s talk about the ghosts of ITSM past.

Seeing ITSM as Controlling

If there’s one thing that haunts ITSM, it’s the belief that it’s all about control and rigid processes. ITIL®, one of the most popular ITSM frameworks, was introduced in the 1980s and heavily focused on processes and managing IT infrastructure. But IT has evolved over the years and it’s become less about managing infrastructure and more about keeping end-users happy and delivering effective services.

While new versions of ITIL and other methodologies, such as DevOps, have been introduced, ITSM still struggles with having a reputation for enforcing unnecessary processes.

What CIOs and IT managers must do is learn more flexible frameworks and adapt them to work with their organization. ITIL4, DevOps and VeriSM™ have all become smart options for anyone looking for adaptable approaches that focus on efficiency, collaboration, and consistency.

A “Tool-First” Mentality

Another ghost of ITSM past that tends to haunt organizations is putting the primary focus on implementing the tool and not the processes, services, or people using the tools.

A “Tool-First” mentality is an easy mistake to repeat because, well, implementing tools is exciting. It is much more exciting than developing the enabling foundational pieces. Tool vendors make a lot of promises and to be honest, those tools can enable processes and make IT more efficient.

But modern ITSM means leading with services and processes and not with the tool. Before you implement a tool, you need to define processes, how the process moves information and work from beginning to end, and what activities will be performed as part of the execution of the process. It’s also important that you define the results from the execution of the process and how those results will be delivered and who will be responsible for each activity within the process. You need to define services in terms of value co-creation and measurable outcomes, and what’s in it for the customer, the consumer, and those that deliver and support those services.

This “services, processes, and people first” mentality is going to be extremely important with the new wave of AI capabilities hitting organizations. If your enterprise is interested in implementing AI, then the smart strategy is to define the objectives, processes, and roles before investing in a new tool.

Ignoring Business Objectives

For a long time, IT organizations perhaps didn’t feel the need to be involved with the business. Their focus was to manage the technology that supported the rest of the organization and let the organization grow the business.

But IT cannot afford to sit on the sidelines of the business. 81 percent of IT leads agree that CIOs are under extreme pressure to defend their investments and prove ROI. Technology places a role in almost every part of the business these days and much of that technology impacts the end-user. Nearly all business proposals today involve a technology component that needs evaluation and the C-suite will want to understand how that investment is paying off for them. Additionally, even for technology that doesn’t involve the end-user or relate directly to sales, the C-suite will want to know the ROI of that investment.

Properly managing technology in today’s world requires an understanding of the business, being able to communicate in the language of the business, and having a clear view of how IT and technology contributes to business objectives.

Being a Barrier to Technology

There was a culture of “no” that existed within IT in the past. It was easier to shut down tool requests or service requests within the enterprise. IT was often seen as the barrier to technology. But technology is so readily available these days and organizations will no longer wait for IT to say yes to a request.

According to an ITSM.tools survey, 40% of respondents think their IT department is behind meeting employee expectations – across services, support, and customer service – versus consumer-world companies.

Smart CIOs facilitate inter-department collaboration and communication. IT needs to learn to work together with the organization to deliver services within the enterprise and to the end-user.

Additionally, beginning to embrace Enterprise Service Management and co-creating processes with other departments to improve service delivery within the organization will help position IT as a leader in this new era of service management.

I recognize that it can be uncomfortable looking back at past mistakes and the ghosts of ITSM past. However, if we don’t look back, we’ll never learn – and the great news is that IT can easily avoid these ghosts. We’re in an ITSM renaissance driven by initiatives like digital transformation and the introduction of new technologies like AI.

Revisiting your ITSM foundation, defining the roles and processes, working within business objectives, and incorporating other departments into your processes and services will help bring your IT organization into the modern world.

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ESM

When Your Remote Work Solution is No Longer a Solution

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CIOs led the overnight transformation from in-office to remote work environments for many organizations in 2020. All over the world, CIOs enabled their organizations to continue work and stay in business amid a global pandemic. The accomplishment was astounding and for many CIOs, it earned them a rightful place as a strategic leader in the company.

However, there’s a difference between the COVID-19 stopgaps many organizations put into place and true work-from-home solutions.

What is the difference?

The work from home solutions put in place enabled the organization to work in the way it was already working. Most of these remote work solutions didn’t introduce anything new to the organization. They really just moved the metaphorical water cooler from the office into employee homes.

However, what these solutions did do is open up a vision to what else could be possible in terms of remote work and having a flexible workforce.

It’s becoming increasingly important that organizations take their remote work solutions one step further and expand into new ways of working and supporting new business models through remote work.

The pandemic has changed work-life for good. According to a study from US-based Enterprise Technology Research, IT leaders “expect permanent remote work to double to 34.4% of their companies’ workforces in 2021, compared with 16.4% before the coronavirus outbreak.”

Not only are more employees working from home, but many businesses have also pivoted during the pandemic. Some organizations have developed new revenue streams. Others have adapted to different business models. In short, the business has changed.

IT needs to determine if the remote work solutions they put into place this past spring are actual remote work solutions – or if they are just bandaids. Why? Because this is just the beginning of change. The way we do business has been forever altered because of COVID-19. Traditional ways of working are a thing of the past. We’re going to see more hybrid office models and higher expectations from both customers and employees on what the business needs to deliver.

This is where the rubber meets the road for IT. Every organization has to adapt and they can’t do that without IT. Smart CIOs know they can’t point to this past spring and say “we’ve already innovated!” IT must be able to lead the business into a future that is completely reliant on technology-based solutions.

So where does that start? How can you ensure your organization is ready for the future?

We must start with the foundation – and that foundation includes service management. Now, before you roll your eyes and say “been there, done that”, let’s talk about why you should revisit your service management foundation right now.

The changes in your business may require a change in your foundation.

You may have had the smoothest, most cohesive workflows, value streams, and service management practices before COVID-19. But things have evolved and your service management practices need to also evolve to better support those changes.

Your foundations may have already had cracks in it.

Over time, foundations tend to shift. This is true for houses – and for service management. Perhaps pre-COVID-19, your service management practices were working well enough. Maybe there were one or two gaps in communication or service delivery but nothing significant enough to warrant restructuring or strengthening your service management practices. Well if something was only working well enough during the relatively stable period before COVID, then it’s not going to keep working well enough during the uncertainty of business during a pandemic.

Service management hasn’t been extended into the enterprise.

Enterprise service management is not a new idea. But many organizations have resisted it or many organizations thought they were implementing Enterprise Service Management when really they were just extending a few IT workflows. Silos, especially IT silos cannot be the norm anymore. With new ways of working, shifting business models, tightened budgets, and an uncertain business climate, it’s more important than ever for IT and other parts of the organization to collaborate to co-create value and drive the business forward.

Band-aid solutions will only make everything worse in the long run.

Finally, we all need to recognize that some of the solutions IT implemented in response to the pandemic were never meant to be long term solutions. I think IT departments and CIOs across the country produced some of their best work this year with the rapid transition to remote work. What was accomplished is extraordinary but it was only one piece of the puzzle. We didn’t know in the spring how much COVID would change businesses. We didn’t realize we had to create sustainable solutions for remote work, new business models, and new revenue streams. Most leaders made the best choices they had at the time. But now that we know this is a long term situation, we have to revisit the choices made and the solutions put into place to ensure if they are still the best options available. Because if they aren’t, they could slow down workflows, stress out employees, create silos, and hold back business growth.

All things considered, this is a unique opportunity for every IT organization. There’s never been a moment like this one that is so prime for strengthening service management, breaking down silos, and leveraging technology. The end of 2020 isn’t going to magically end the uncertainty in the world right now. The problems of today will continue presenting themselves until we make the necessary changes. Take advantage of this time of uncertainty to strengthen your service management foundation because that will help you in 2021 and beyond.

If you haven’t taken stock of the strength of your service management practices yet, here’s what you can do:

Align your service management goals with the organization’s strategic goals

With a new year right around the corner, IT needs to align themselves with the rest of the organization and create strategic goals that will support the entire organization. Revisit your plans for 2021 and make adjustments if necessary so you can prioritize service management initiatives that align with business goals.

Define and map your value streams

The way value flows through your organization to the end customer has probably changed. Your value streams and their supporting workflows will have changed as well. Value streams are cross-departmental so while you’re aligning strategic goals, collaborate with other parts of the organization to map your new value streams and ensure IT is supporting the entire journey — all the way to the end customer.

With clear strategic goals and redefined value streams, you’ll find yourself in a stronger position to help the business innovate and survive this chapter – and the ones to come.

 

Is your remote work solution no longer working? Book a free 30-minute consultation with me to discuss how to find longer

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Leadership

How to Fix Your Broken Workflows — For Good

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Every business leader wants the same three things: to reduce risk, increase revenue, and decrease expenses. Often, there is a general assumption that technology is the only way to accomplish these goals using IT. I’ve seen it time and time again. An organization will invest in a technology, thinking it is the silver bullet for success.

Instead of first paying a huge sum of money for technology, I suggest looking at one thing if you want to be an IT organization that reduces risk and contributes to the bottom line: your workflows.
Fixing ineffective or inefficient workflows is the way to work smarter, not harder — and without an added expense. So many organizations overlook the impact of their workflows on the overall business. But with tightened budgets and a remote workforce, your workflows are more important than ever.

Workflows Deliver Value

Value is the most important thing a CIO and the IT organization need to understand if they want to reduce risk, decrease expenses, and contribute to the bottom line of the business. You cannot accomplish anything without robust, effective, and efficient workflows. And when I mention value, I mean how the business delivers value to a customer — the business value that is realized by the end user.

This is something that a tool cannot do for you. Technology, no matter how new or fancy, cannot understand business value and structure itself to deliver that value as effectively and efficiently as possible. However, if the people using the technology understand how value flows through the organization and is delivered to the customer, they can ensure that the technology is used effectively.
That’s why the power lies in your workflows. When you improve your workflows, you get more out of your tools and technology, increasing the ROI on those investments.

Why Bad Workflows Happen to Good Organizations

Unfortunately, bad workflows are extremely common. They happen within many organizations and often for a variety of reasons. Currently, bad workflows are happening because with most organizations, value streams have evolved and changed, but the workflows supporting those value streams did not.

Right now we’re seeing this because of the pandemic. Most organizations are working remotely and some are working with a smaller, leaner team due to layoffs. But, the workflows that were in place before COVID-19 were likely designed for a different situation.

While the pandemic is a huge example of how much workflows can shift, there are other smaller, more common changes that happen in organizations that can turn a good workflow into a bad one. Small changes in how a product is delivered, the way a piece of software is used, or even changes in how organizations communicate throughout the value stream can negatively impact workflows. If these small changes aren’t reflected in associated workflows, value leakage occurs.

TaUB Solutions says value leakage is the greatest threat to value realization. Value leakage can occur throughout the value stream, as solutions move from conception to customer implementation. One small change can become a big one overtime and when that happens, value leakage can cause major problems.

You have to regularly audit your workflows to ensure they deliver value and if those workflows are the most efficient and effective way to support a value stream.

Fixing Your Broken Workflows

To fix your broken workflows, you first have to start with understanding the most important thing: value. If you haven’t mapped your value streams or your value stream map is from pre-pandemic, now is the time to give it an update.

Mapping value streams must be a collaborative, cross-departmental project. Because this is a detailed, step-by-step process that breaks down every step of the value stream and the workflows that contribute to them, you’ll have the opportunity to see how your workflows are contributing value, where any gaps exist, and what can be fixed or changed.

This process of mapping value streams may not sound like the most exciting initiative for people to spend their time on. But when it’s done correctly, it will save you needless expenses and improve efficiency which can contribute to a better bottom line and a happier customer.

But the job isn’t finished! It is very important that revisiting value stream maps becomes a regular practice. There’s a balance to scheduling your reviews. You don’t need to review it every week. On the other hand, if you only review once a year, you might not be doing it frequently enough. I recommend you start reviewing your value streams monthly and if you find after a few months that no changes are being made, you can move to reviewing them quarterly. Whatever the timing is, book it on your calendar and make it recurring so you never have an excuse to not review these.

In this time of higher user expectations, tightened budgets, and distributed teams, you have to leverage every advantage you can. Instead of looking outside of your organization for the next best thing or the next best hire, examine and optimize what you’re doing now. Taking these steps will strengthen your organization for the future, ensuring that when you do invest in something new, it’ll have the impact you’re looking for.

 

If you need support cleaning up your workflows, book a  free consultation call. This is one of my specialties!

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Digital Transformation

Can the CIO Save The Day?

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This year has been a banner year for IT. It’s only because of IT that so many organizations could continue operating in the face of the pandemic. IT has done its job on winning over the rest of the organization and most of the organizations now know they can count on IT. According to the 2020 Harvey Nash/KPMG CIO Survey, 61% of the 4,200 IT leaders surveyed said that the pandemic has permanently increased the influence of the technology leader. So how can the CIO and IT leverage this new-found influence? How can IT become more than the team that keeps the lights on? 

I think that this new influence can help the CIO become the most valuable player on the leadership team because they’re the glue that keeps everything together.

Now, some may argue that the CIO has been thought of only as leading a support team for decades. So they could not in fact be the glue holding an organization together. But that was before the technology boom. Today, technology is a foundational component for every business. From communication to employee experience to the customer journey, technology plays an important role in every piece of every business. As the impact of technology has grown, so must the role of IT. While IT and the CIO used to only solve technology issues, they now must solve business issues because the business needs technology. 

That’s why the CIO has the opportunity that no other executive does. No other executive can impact another department as much as the CIO can.  

This is, of course, a force that can be used for good – or evil. The CIO can be the bottleneck, holding back every initiative due to poor service or inefficient workflows. But they can also be the hero of the organization: playing an integral,difference-making role in every initiative.

John Bruno, Chief Information Officer at Aon, explains that the CIO role can become “an integrator – someone that works across the entire organization.”  

So what can a CIO do begin breaking down the silos and helping other departments?

 

  1. Get out of IT and into other departments.

The biggest problem so many CIOs have is that they can’t see the forest through the trees. Or to put it in more blunt terms, they can’t overcome the IT fire-fights that come up every day to actually get out of IT to see what’s happening in the rest of the organization. It is absolutely imperative that today’s CIOs do this. If you don’t feel that you can see beyond IT issues, then you’re not going to be able to support the organization as you need to because CIOs have to be the integrator. They have to be the ones to connect the dots and it’s impossible to do without collaborating with other executives and understanding what is occurring in their departments. 

What would happen if you as the CIO were able to take 2-3 hours a week to meet with other executives to understand their initiatives – and how IT can help make those initiatives successful? What would it cost you? If your IT organization were to implode because the CIO took 2-3 hours every week to work with other departments rather than help put out IT fires, then your approach to service management needs attention. The right service management workflows and foundation ensure that IT runs smoothly and is able to serve the organization, while the CIO works to innovate other areas of the organization. If you’re struggling to even find the time to work with other departments and trust that your IT team can keep running, it’s time to clean up your service management. Book a consultation with me and we can discuss how to get started.

 

  1. Identify the impact of technology in other department initiatives 

As I said earlier, technology is the thread that ties everything together and as the CIO, you hold the thread. You should be actively looking for ways to enhance other department initiatives with technology. 

In the old days of IT, many CIOs would roll their eyes at the idea of making more work for themselves by collaborating with other departments. But today, the innovative CIO knows that it’s not about making more work for IT. It’s about unlocking opportunities for IT to step up and play a more influential role in the organization. 

That means that CIOs have to get comfortable offering suggestions and solutions to other executives. Imagine what would happen if a CIO offered to support the head of HR in automating and digitizing the employee onboarding process. Imagine HR and IT co-creating that solution together, instead of HR assuming what technology they needed or IT forcing a solution upon HR without even understanding the complexity of the problem. 

Instead of a forced solution where neither side is happy, everyone would walk away with a collaborative outcome that improved the business overall.

And this isn’t just an HR opportunity. The CIO could do this for every other department.  Because you as the CIO are the expert in technology, you can offer your expertise to every area of the organization. 

 

How to Get Started

First, before you start working with any other department, you need to be certain that IT can operate efficiently. That means optimizing workflows and identifying any gaps in your service delivery. You can’t offer value to anyone else without first cleaning up your own department. (And if you need help, that’s my specialty! Book a consultation here.)

Once you’ve done that, begin forming partnerships with other executives. Invite them to ongoing meetings to learn about their initiatives and technology needs. If you approach this partnership as an opportunity for their department to achieve their initiatives faster and with less resistance from IT, then they are going to be onboard with working with you. 

Slowly but surely, you can begin to work with every department in this manner and before you know it, the CIO has not only elevated the status of IT but also the entire organization. 

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Uncategorized

Are You Winning the IT Participation Trophy?

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IT has gotten a bad rap in the past and I think it’s partially deserved. There are still far too many IT leaders just willing to phone it in. That’s an old way of leading IT and it’s about winning the participation trophy.

You do know what the “participation trophy” is, right?

The participation trophy is often awarded to each player on a youth sports team. It recognizes that the team member showed up to most of the practices and most of the games.

And while that may be an accomplishment, it doesn’t mean (at the risk of being harsh) that anything was won or accomplished. It doesn’t represent an outstanding contribution.

It only means that a player showed up.

Many organizations recognize that IT leaders need to be business leaders who are actively working with the rest of the organization to drive value. Many IT leaders have accepted the challenge and are the business leaders that their organizations need. However, there are still traces of the old way of leading IT around some IT organizations.

Here are the signs that the old way of leading IT is present in your organization.

6 Signs You’re Only Winning the IT Participation Trophy

You measure and publish outputs instead of outcomes

Crossing things off a to-do list and checking off the tasks that IT accomplishes isn’t enough. Everyone produces outputs. Anyone can check off tasks. But the IT leader of today is the one who understands how those outputs lead to the outcomes that drive the business forward.

IT works in a silo

Today’s IT organization can no longer be just a support department. If you’re only working within IT in near-isolation from other departments, then you’re continuing the mistakes of the CIO of the past. IT includes more than technology these days. You can’t simply show up for the technology aspects of business initiatives. Today’s IT is about co-creating value, enabling flow across the entire organization, and leading innovation. IT leaders must work with the rest of the organization on initiatives from start to finish.

Everyone is an adversary

If you see fellow employees as customers and not colleagues, then you’re winning the IT participation trophy. Not everyone is against IT like so many CIOs have believed in the past. Modern CIOs view other departments and leaders within the company as allies. Even when these people have feedback about IT that is hard to hear, you need to treat them as allies who can help you elevate IT. If they didn’t care about your success, they wouldn’t be sharing that difficult feedback.

You’re always playing defense

CIOs holding the participation trophy are always playing defense. They are too worried about protecting themselves from criticism and keeping prying eyes away from IT to be truly effective.

Today’s great CIO now plays offense. They are continually innovating and looking for ways to improve IT, even if that means on occasion having to accept some tough feedback or criticism. They know that experimenting from a position of knowledge, learning from mistakes, and being responsive is more important than protecting IT from criticism.

You selectively use – or avoid – data

Whether it’s good or bad — you need to rely on the data of your IT organization. Picking up the IT participation trophy means you’re focused on what looks good for IT and how you can shine the best light on IT. This means you avoid the data that can show you where you need to fill in the gaps or where you’re leaking value.

You’re on the sidelines in business decisions

IT has traditionally been seen as a support department. Some CIOs are content for it to stay that way, passively accepting whatever the business asks of them, and never really taking an active role in the larger organization-wide initiatives.

Give Up the IT Participation Trophy

If any of this sounds familiar to you, there’s good news and bad news. The good news is there’s plenty of opportunities to give up these bad habits and say goodbye to perpetually winning the participation trophy. The bad news is that you’re going to have to make these changes quickly because technology is evolving by the day and organizations need involved and innovative IT leaders.

So if you want to be more than a participant and instead, be a leader, it starts with changing your own mindset around the power of IT and your own role in IT. Technology plays a vital role in organizations these days and as an IT leader, you have to play just as big of a role. This might mean ditching some previously held beliefs about your role or the way IT has been managed. If you find yourself thinking “but we’ve always done it this way,” that’s a sign that you’re holding onto that participation trophy a little too tightly.

But with a shift of your mindset, you can take the actions that will shift the mindset of those around you. Slowly but surely, you’ll stop winning the participation trophy and instead start your campaign to win the MVP.

Learn more about becoming an innovative CIO by downloading the CIO’s Guide to Navigating Shifting Priorities, which is a bundle of 3 of my most popular webinars for the CIOs who want to advance their organizations in the next 12 months.

Download the CIO’s Guide to Navigating Shifting Priorities.  

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ITSM

Why IT Organizations Stay Broken

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They say that “change is hard”. Organizational change is probably the most difficult kind of change. And for some reason, IT struggles with its own organizational change. Sure, IT knows that organizational change may be needed for business colleagues so that they can fully take advantage of a new IT product or service. But when it comes to organizational change within IT- IT often strikes out. Rather than be a model of good organizational change for the rest of the business, IT will often position itself as a support team, or as a service provider, continually at odds with the rest of the organization.

Time is running out on this old, broken model of IT organizations though. The IT organizations who fail to transform themselves beyond a support organization or a service provider will fail to exist. This sounds harsh, but it is the reality. IT organizations must understand why they are broken and they must commit to making the change if they want to continue to exist in this new normal.

Why do IT organizations stay broken?

The short answer is they’re afraid.

Now, I know that answer probably just lost me a few readers right off the bat. But if you’re still with me, a tip of the hat to you. Why is IT afraid to change? I have broken it down into two groups of IT organizations who don’t change. They’re both afraid for different reasons but fear is the leading factor for both.

The first is the IT organization that is afraid of what they don’t know.

Popping open the hood of IT to see what’s actually happening can be enlightening, but also terrifying. Because you might be able to see how hard the motor is working to keep the car running. Or you’ll find that you’re missing parts, parts have been long broken and you’re lucky that the car runs at all.

If the latter happens, the amount of work has just quadrupled to fix what’s missing or broken. Worse than that, the C-suite now has a picture perfect view of how much IT is underperforming.

This kind of discovery is scary to this type of IT organization. At least in their current reality, they understand it and they know how to explain it, defend it, and even work with it. It feels safer to distract themselves with putting out daily fires and accepting that they’re never going to hit their highest performance goals. But hey, at least they’re not making it harder on themselves by spotlighting their gaps and putting more work on their plates.

The second group of IT organizations who won’t change is the group that’s afraid to start. This group often knows they need to make a change, but the fear of starting down the wrong path or starting with the wrong initiative has them paralyzed. .

This group has probably popped open that hood of IT and they see all the broken parts – but every broken part seems to be the most important one to fix. They don’t know how anything under the hood works together so they don’t know where and how to get started.

And the longer they wait to make a change, the harder it is to justify doing that work required for that change. They continue accepting the status quo because they don’t know what else to do.

The fear of finding out what’s wrong, or working on the wrong thing, is very real for many organizations and the truth is, I understand it. Sometimes sitting in the dark is easier because you won’t have to see the monster.

But we can’t live in fear, especially right now in this current climate.

The business world is changing. Actually, the entire world is changing. When everything is uncertain, the most innovative leaders are the ones who know they can capitalize on this opportunity.

But it requires a level of courage, willingness to take on the responsibility, and committing to doing the work and to dig into the data they already have.

The Data is The Road Out

Both of the groups of organizations I described above lack one thing: data.

They don’t have the data to understand where and how they can make improvements. Or they think they don’t have the data.

Whether they’re too afraid to face it or feel too overwhelmed to dig into it, every IT organization has the data they need to make lasting change in their organization. It exists all around them — within their team, their end-users, their partners, their vendors, their processes and services. They just have to tap into it.

This mess of data may seem overwhelming at first but there is a way to take the next step. The hot topic right now is “experimentation.” Difficult times in business require innovation, and innovations require experimentation. But I’m adding an addendum. Instead of just simply experimenting, you should “Experiment from a position of knowledge.” Use your data. What is your data telling you? Where is it leading you?

Instead of allowing this uncertainty to freeze you in fear, try leveraging this uncertainty to propel you into something bigger, better, and different. Everything is already different in 2020 – so why can’t IT be different in a better way?

I predict we will start to hear IT success stories: the ones that innovated instead of standing still (or even worse, receded), the ones that pivoted rather than just turned in circles, the ones that leaned into the uncertainty and transformed into something better. I’m hopeful that the right leaders are in place in many places and they are already beginning to use data to drive change, learning from mistakes, and leveraging the capabilities they already have in place.

Don’t stay “broken”

My challenge to you reading this is: how will you transform your organization? How are you going to push through whatever fears that are holding you back? There might not be an opportunity quite like this one again. Leaders are made for these moments. Are you going to accept being broken? Or are you going to step up and pop open that car hood?

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ITSM

Working From Home Is Only The Beginning: What is the Future of Service Management?

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I have said before that we are entering into a service management renaissance. Now that we are 9 months into the whirlwind of 2020, I’m even more convinced.

IT has been in the spotlight this year and for good reason. When the pandemic caused organizations to send employees home to work this past spring, IT was faced with a herculean task – and it stepped up. IT had to do most of the heavy lifting when businesses rapidly shifted to a work from home (WFH) model. IT organizations across the globe scrambled to equip their organizations so it could continue operations. 

Not enough laptop computers or product licenses to support WFH needs?  Buy some.  Not enough VPN or cloud storage capacity?  Buy more. 

Many IT organizations have experienced huge wins this year.  IT was appreciated – even cheered – by many, as technology-enabled organizations to continue operations as close-to-normal as possible in a completely remote environment. 

But as the novelty of WFH has started to wane, the full impact of this new normal has become more real.  Many organizations, faced with the significant costs associated with the shift to WFH, coupled with significant declines in revenues, had no choice but to reduce budgets.  Included in these budget cuts were reductions to the IT budget – the very organization that kept those businesses in business. 

The question now is “what happens next?”

How do organizations successfully adapt to doing business in a WFH world? How do employees get the support they need when that support is no longer a quick trip down the hall?  How do organizations turn the unanticipated technology expenses resulting from the pandemic into investments that co-create value?

Enter service management.  Or perhaps more appropriately, it’s time to up your service management game. 

Admittedly, it is not the scenario that I had envisioned as the basis of the renaissance.  But if ever service management must become an organizational capability, the time is now. 

Here’s my prediction for the future of service management in a post-pandemic world:

Employee Experience is Now Non-Negotiable 

There is no returning to the previous “normal”,  but this isn’t just about organizations working remotely. It’s about leveraging the technology to create an exceptional employee experience. Users might not be able to simply stomp down to the IT department demanding assistance from the service desk. 

Organizations must step up their service management games to enable and deliver products, services, and workflows that result in frictionless, positive employee experiences. 

Collaboration and communication between service providers (not just IT, but other parts of the organization as well, such as HR and others) and consumers are going to be essential for success. Leaders will need to make sure their teams have in place communication structures so they can work with their team members to understand how technology is enabling the employee experience and identify any gaps in that service. 

The technology will matter less than how the technology is being used

In the past, many organizations invested in technology with the hope that it would be the savior for whatever business challenges they faced.  But one of the lessons from COVID-19 is that technology alone doesn’t deliver the long-term value organizations need.  In other words, technology is useless if it is not managed appropriately, with sufficient structure, processes, competencies, and a clear understanding of how the use of technology results in valuable business outcomes. 

Technology has always been looked upon as a quick fix and that is especially true in the case of the pandemic. Throwing technology at the problem worked at the beginning of the pandemic because we were looking for short term solutions, anything that would get people up and running quickly.  Now, IT organizations are dealing with tight budgets and an increased demand for technology. The easy answer may have been to  simply invest in more technology. But just adding more technology is just a band-aid for the problem. 

The successful use of technology depends significantly on the people using it and how it’s being used. The future of service management is going to rely on not just providing the technology but more importantly, truly understanding how that technology contributes to business outcomes. 

In many ways, this is a win for organizations because it’s always easier to develop existing capability than develop new. Now is the time for IT leaders to begin cataloging the technology already in use, the services that are provided, the processes in place for it, and what’s working and what’s not. Begin to leverage what you have so you can identify opportunities for growth. 

Service Management Processes Must Become Business Management Processes

Now, the truth is that if you are already taking a holistic approach to service management, you already know this. 

If you’re only using service management for managing the IT parts of a value stream, you’re missing the real opportunity for IT.  And even worse, you’re probably leaking value.

How value flows through an organization matters more than ever. Times are tight and they might be for a while. We are paying for the pandemic and we will probably be feeling the impact of that for months and perhaps years to come. 

Every part of the organization has to drive value. IT cannot do that without working holistically with every other part of the business. This requires a huge uplevel from IT. IT must integrate itself with the business (whether it’s in person or remotely), understand the role the services and technology it provides plays in driving and co-creating value.  

It’s not just about collaborating to provide technology to complete an initiative, it’s about integrating so that initiative is as successful as possible. IT must begin to recognize where and how value flows through the organization and most importantly, how it flows to the service consumer! 

Leaders can start to integrate service management processes with business management processes by identifying how value flows through the organization and how technology assists in that value reaching the consumer. By paying attention to the larger needs of the consumer and the goals of the business, IT will be able to seamlessly combine both processes so each supports the other. 

The new world for service management 

I think my view of the future of service management might come as a surprise to some.  Perhaps my holistic view of service management is different than how you’ve viewed it.  But I am convinced that if you take this approach, then you’re better positioned not only to deal with the fallout from the pandemic but also better lead your organization into the future.  

Are you looking for assistance in adjusting your service management approach to this new world? Book a free consultation.  

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