Archive for the ‘Standard + Case’ Category

Standard + Case: A visual primer

July 30, 2013

Standard + Case is a new approach by Rob England, bringing Case Management discipline to Service Management. It is not restricted to IT work service response and allows people to concentrate on what really matters.

A visual primer follows.

Stan_1_03-06-2013__RuiSoares

For well known, business as usual, responses, you use Standard.

Case_1_03-06-2013__RuiSoares

For exceptions and complicated, complex responses we will need a Case. We can certify Case workers.

Stan_4_not_standard_03-06-2013_RuiSoares

Most of organizations deal with standard responses and invoke case only if needed.

Stan+Case_working_03-06-2013_RuiSoares

Standard + Case work together for all responses. Sometimes cases become standard.

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Plus! The Standard+Case Approach (book review)

July 24, 2013

Plus! The Standard + Case Approach: see service response in a new light is a fast, complete and clean read introducing Standard + Case approach by Rob England. It applies to any kind of service response, not only IT.

Standard + Case brings Case Management approach discipline to Service Management. Because the world is not standardized.

It covers basics, practices, knowledge management, metrics, people competencies and clearly defines what is Standard (business as usual) and what is a Case (unexpected situation to resolve, probably never dealt with before – a potential future Standard candidate).

I like the small, though quite readable, introductions to topics one usually can’t  easily reference in the context of service management books, like the art of making and using checklists and organizational change management.

The book format (size and paper bound)  is perfect for having near by on top of your desk and needs no book spine title (Rob dixit it, really. I kid you not).

Disclaimer (fair play by keeping this post text only): No mushrooms were hurt during the writing of this post.

An interview with Rob England

June 11, 2013

This is a first and I loved it. Rob England, the IT Skeptic kindly answered my questions around his latest and truly remarkable Plus! Standard + Case book.

[This post did not quite see the light in a DevOps fashion… Now I know that WordPress app publishes posts on the fly. Tomorrow I’ll release the drawing too.]

Rob England, A.K.A. The IT Skeptic

Rob England, A.K.A. The IT Skeptic

1. Tell me how you ended up with that cover photo of your new book Plus! Standard + Case.

It’s in the Appendix: splitting a rock neatly into two halves

I would like to present a case for you: the spine has no title or author, how on Earth will I find your book in my bookshelf?

fair question.  Printing-on-demand offers less control over the print quality. In particular it’s hard to accurately position the spine, especially on such thin books.   I’ll try to get it on there.
Locating it is easy: (a) you’ll have it always lying around to refer to or (b) it’s the only one in your bookshelf with a pale blue spine with nothing on it 🙂

2. What is Standard + Case and why do we need this approach?

S+C sees the world of response (responding to anything from IT incidents to car accidents) as two parts: the standard stuff we can train people to do in a repeatable manner, and the uncontrolled part which we have to handle each time uniquely.  Lots of our ITSM thinking pretends that the whole world is or should be standardised.  Especially there is a school of thought that IT can be treated like a manufacturing factory, with CMM, SixSigma, Lean and DevOps leading such thinking. I think that is only half the story.

3. Can you tell me a bit more on how continual improvement works within C+S?

“C+S” or “S+C”? because C+S is a special case of S+C – see page 27.
CSI for the Standard part of our world is well discussed and documented.  Not so much for the Case part.
By formalising Case response, we now have policy, methods, and resources which can all be systematically improved.   And we have measurement mechanisms to drive and assess that improvement.
We review individual Cases to capture learnings.  We use those learnings to make improvements.  We also use statistics, but less so than in the Standard world, because they are less meaningful when each case is unique.

4. What kind of metrics are relevant when dealing with cases? How should service levels really be agreed?

the most meaningful metrics are external ones: the measurement of inputs and outcomes:

  • costs and resource usage
  • customer sat
  • successful resolutions

5. What about certifying Case workers and using gamification?

There are no(?) certifications applicable to IT right now. Internal accreditation of case workers is very important however; we shouldn’t hand the badge to just anyone.   So we must devise our own schemes to recognise who deserves it.   And we always should.  An external certification will always only be part of the picture.
Gamification seems a good fit to such accreditation.  As responders acquire skills, experience and certifications, they “level up” until the top level: case worker.

6. You’ve been defending the Slow IT way to deal with ever faster pace of business. Looks great but how do we actually put it in practice?

That’s my next book 🙂 

7. Now that the word is out, what developments do you foresee for Standard + Case?

I’m hoping S+C gets absorbed into the mainstream thinking.  e.g I’d like to see the thinking become part of “ITIL 4”, whenever that happens.
I’d like to see DevOps, Lean etc make more acknowledgement that much of the world can’t be standardised or automated.
I hope the Case Management movement grows, and brings us bodies of knowledge and certifications.

You can buy the book here: Plus! Standard + Case book