Title: Roadmap%20Open-Source%20IT%20Service%20Management%20February%202008,%20frank.bergmann@project-open.com
1Roadmap Open-SourceIT Service Management
February 2008, frank.bergmann_at_project-open.com
2nd DRAFT
2Intro
3Vision and Goal
Software HardwareMgmt.
Service Mgmt.
Project Portfolio Mgmt.
Financial Mgmt.
- Build an integrated IT Services Management
solution that covers all major IT processes - Build the solution on a stack of proven
open-source building blocks - Build the solution on proven methodologies (ITIL,
COBIT PRINCE2) - Focus on the human side for easy (HR) change
management and implementation
SAP
High-End
Tivoli
Oracle
OpenView
Alfabet
Peregrine
Low-End
MS ProjectServer
Axios
OpenSource
4The Value Proposition
- IntegrationProvides a one-stop solution for IT
management, integrating with important
application and replacing 10-15 smaller ones.
Just like ERP system did to manufacturing
companies 20 years ago. - Visibility TransparencyAllow business managers
and business users to monitor IT projects and IT
service operations. - Financials ControllingIntroduce a solid
financial perspective across all IT activities,
with low overhead for employees - Business IntelligenceProvide managers with
indicators, reports and other analysis tools to
build an integrated ITSM scorecard
Software HardwareMgmt.
Service Mgmt.
Project Portfolio Mgmt.
Financial Mgmt.
Functional Areas
- Typical IT Department Apps
- (to be replaced/integrated by po)
- Timesheet Management
- Bug-Tracker/Incident Mgmt.
- Project Mgmt.
- Project Portfolio Mgmt.
- Travel Cost Capturing
- Provider Management
- Intranet, Wiki Blog
- Controlling/billing
- Performance/SLA monitoring
- License Database
- Configuration database
5The po ITSM Process Map
6Current Status of project-open
February 2008
Strategy, Policies, Culture, ...
Service Level Mgmt.
ProviderMgmt.
HRMgmt.
OperationalProcedures
Customer Service Desk
Incident Mgmt.
Ticket
Priorization /PortfolioMgmt.
Request for Change
Problem Mgmt.
RfC
Project Proposals
Project Mgmt.
Project
ConfigurationMgmt.
ChangeMgmt.
SoftwareDevelopment
ReleaseMgmt.
LicenseMgmt
Financial Mgmt.
7RoadmapDetailed Development Plans
8po Product Development Pipeline
- Results from brainstorming, conference,
- Product definition as PowerPoint slides
- Dynamic Mockup
- Show mockup to customers, conferences,
- Implementation driven by customers input
- Re-Implementation with product in mind
- Cleanup and productification
- Remove any customer specifics
- Make fully configurable
- Write manuals
- Initial version without industry knowledge
- Serves as mockup for customer demos
- Inputs
- Overall strategy
- Industry trends best practices
- Rewrite, generalize first implementation
9General Framework Features
- 100 Web-Based solution on all major browsers
- Enterprise-grade security
- Role-based permission management
- User management with Active Directory LDAP
Integration - Scalable up to active 20.000 users
- Easy setup supported by setup wizard
- Customizable fields for all major objects
- Email notifications for all major events
- Integrated reporting engine with CSV export
- Powerful Workflow engine based on Petri-Nets
- Indicators for high-level reporting
- Language, skin, menus and portlet layout
configurable per user - All important drop-down values configurable
throughout the system - Supported by a 10.000 user community
10General Collaboration Features
- Every project, RfC, ticket, customer,
represents an e-Room with collaboration
modules, capturing knowledge where it is created - Forum,
- File storage
- Wiki
- A full-text search engine indexes all major
objects. Search results are presented according
to the users read permissions for the underlying
objects (projects, customer, ). - FAQ module
- Global News open Discussions
11Project Portfolio Management
- This is the core of po.
- Project schedules can be imported from
- Gantt Project
- openProj
- MS-Project
- Several reports and views are available to
present the project portfolio to different types
of users.
12Financial Management
- Support for all major cost types
- Bidirectional integrations with SAP, Navision and
Oracle (planning) - Budget tracking vs. project costs
- External (provider) costs
- Timesheet costs
- Expenses and Travel Costs
- ABC (Activity Based Costing) and other
controlling functionality to determine cost per
service / configuration item
13HR Management
- Vacation planning other absences with approval
workflow - Employee and freelance skill database
- Travel costs other expenses with approval
workflow - e-Learning integration with dotLrn
- Timesheet management
- Basic payroll
14Provider Management
- Integrated provider file
- Tracking of provider performance
- Price lists
- Automated RFQ/RFP
15Helpdesk/ Service Desk
Strategy, Policies, Culture, ...
- Classification, queues, workflow and routing
according to industry standards best practices - Option to use OTRS Ticket tracker as a front-end
- Integrated with Inventory / Configuration
Database - Integration with Problem Change Management
Assignment of multiple Helpdesk tickets to a
single RfC etc. - Import of tickets from Nagios, Big Brother and
other monitoring systems - Integrated with collaboration functions such as
Wiki, forum and full-text search - Integration with finance (timesheet), HR, Release
Management (assign tickets to releases)
Service Level Mgmt.
ProviderMgmt.
HRMgmt.
Customer Service Desk
Incident Mgmt.
Customer Service Desk
Ticket
Priorization /PortfolioMgmt.
Request for Change
Problem Mgmt.
RfC
Project Proposals
Project Mgmt.
Project
ConfigurationMgmt.
ChangeMgmt.
SoftwareDevelopment
ReleaseMgmt.
Financial Mgmt.
16Configuration Management
- po will not implement its own ConfDB. Instead,
po will rely on external applications
including - OCS Inventory
- H-Inventory
- Peregrine and other closed-source tools
17Network Management
- po will not implement its own Network
Management tools. Instead, po will rely on
external applications including - Nagios
- Big Brother
- other open- and closed-source tools
18Release Management
- po includes a basic Release Management module
- Definition of software releases
- Mapping of RfC and Helpdesk tickets to eleases
- Integration status per release item
19Change Management
- Requests for Change (RfCs) of various types
- Dynamic fields per RfC
- Priorization and portfolio management
- Dynamic Workflow allowing to configure the flow
of RfC tickets
20Project Proposals
- Self-Service interface for business users to
propose projects - Multiple types of projects with specific fields
- Dynamic approval WF
21Software Development
- Dynamic approval workflow for development
requests - Integration with CVS and SubVersion
- Mapping of CVS and SubVersion users to po users
- Mapping of CVS/ SubVersion modules to modules
from configuration management - Tracking of software development based on
schedules from project management.
22Implementation (HR) Change Management
23Implementation Change Mgmt.
- What is the problem?
- (HR) Change Management is 1 risk when
introducing IT services management. - Highly skilled IT professionals question the
value of ITSM. - Highly skilled IT professionals reject the
perceived control of their work.
24Implementation Change Mgmt
Tool-Driven Implementation
- Common knowledge
- Common knowledge is that change such as an ITIL
implementation should be driven by a
people-approach and change management. - Tool-Driven Change Management
- However, a specifically focused tool can greatly
help with an ITIL implementation, because - The tool clearly prescribes operational
procedures. - Change management is in great part performed in
special training sessions. - The tools performance indicators allow to track
advance. - Big ERP rollouts are example for tool-driven
change. Senior management informally acknowledges
that the implied changes is frequently the main
reason for implementing an ERP. - Change management and leadership are still
necessary for a successful implementation.
However, the tool and its incrusted best
practices becomes a 3rd big force. - Limitations po is mainly suitable for medium
sized IT organizations (20-100 employees)
starting with a low degree of IT management
maturity(?)
25Implementation Change Mgmt
Tool-Driven Implementation
- Start with valuable information
- Start where requests/information enters the
system (Service Desk) - The idea is to provide useful and valid
information in the system, so that users need to
use the system to obtain their information. - Examples
- Start with the Service Desk
- Import valuable import from legacy systems
- Start with regulatory requirements
- Regulatory requirements are coercively imposed on
companies. Users tend to accept these regulations
more easily then management policies. - Examples
- Accounting requirements may enforce inventory
control - License management after users have been trapped
illegally installing software. - Sarbanes-Oxley may require strict release
management control - Contract external auditors to check compliance
- Start where the money comes from
- Budget, purchasing and other non-continuous
processes with approval stages force users to
comply with process requirements - Example
- Requesting additional budget for a project
26Bonus Slides
27About Us
- project-open
- 3 Core-Team, S50 years in IT, gt30 partners in 15
countries - Product Shrink-wrapped Open-Source Project
Management - OpenACS
- 12.000 Members, 1000 active developers
- Driven by 20 small web companies
- OpenACS Products dotLrn e-learning platform,
plethora of semi-working modules
28Existingpo Modules
Trans-lation
HR
ApplicationModules
ProjectMgmt.
Other
Payroll
Project Subprojects
TranslationWorkflow
RoomReservation
Skill Database
ProjectControlling
TMIntegration
E-Commerce
TimesheetMgmt.
AutomaticInvoicing
Surveys
RecruitingWorkflow
Web-Mail
Glossary
CRM
Finance
Collaboration,Content KM
Calendar
FinanceBase
Filestorage
ContactMgmt.
Controlling
Chat
Wiki
Quotes Invoice
CustomerWeb Reg.
OnlineDiscussions
FreelanceInvoicing
Mail ServerIntegration
WebDAV
Payments
MarketingCampaigns
IncidentWorkflow
TimesheetInvoicing
ContentManagement
FinancialReporting
CRMTracking
CMS
Blog
WorkflowEngine
Localization Framework
ReportingEngine
Portal Components
ApplicationServices
Mail ServerIntegration
ISDN TelIntegration
Full-TextSearch
SoftwareDevelopment
OOFrame
Security
OpenACSPermission
PackageManager
OO Model
PageContracts
PlatformServices
Templates
BasicAuthentication
ObjectMetadata
Profiling Performance
SQLTemplates
LDAPAuthentication
DynField Object Extensions
DebuggingSystem
AutomaticTesting
AutomaticSoftwareUpdates
AutomaticAudits
FormBuilder
SOAP XML-RPC
System
Web Server
AOLServer
PoundRevers Proxy
CVS
DB-API
TCL
MondrianData-Warehouse
Oracle Intermedia/Text
TSearch2
SearchEngine
BigBrotherSys Mgmt.
Database
PostgreSQL
Oracle 8i, 9i, 10g
Database Replication
Postfix/ Sendmail
Linux
Solaris
BSD
Windows CygWin
Mac OS
OperatingSystem
29The po Ecosystem
Resource, Contacts Knowledge
po Customers
po
po Partners
Collaborators Team