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Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
1ITMPI005
Why SLAs Fail andHow to Make Yours Succeed
Naomi Karten
Author:* Managing Expectations *
* How to Establish Service Level Agreements *
* Communication Gaps and How to Close Them *
* Presentation Skills for Technical Professionals*
* How to Survive, Excel and Advance as an Introvert *
* Changing How You Manage and Communicate Change *
www.nkarten.com
2
A Possibly Provocative Statement
SLAs help you do the things you really ought to be doing anyway.
3
SLAs Provide a Context For
• Maintaining regular contact between parties
• Communicating service offerings
• Formulating service standards
• Systematically assessing service effectiveness
• Resolving service problems quickly and amicably
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
5
Some SLAs Fail
or are flawed
6
“Failed” and “Flawed” An SLA has failed if
It was never completed, or
It was put into operation, but in some serious way, didn’t function as the parties to it had hoped.
An SLA is flawed if
It contains weaknesses, ambiguities, or gaps that could lead to serious problems or disputes.
7
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
8
Special for Youwww.nkarten.com/SLA-Webinar.pdf
• Articles on establishing SLAs• List of SLA benefits• Related articles on topics such as
Improving customer satisfactionStrengthening client relationsGathering customer feedbackImproving communication. . . . And much more . . . .
• Discounts on my books and ebooks, including “How to Establish Service Level Agreements”
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
9
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
10
A Service Level Agreement
x A “get” strategy
x A way to force a change in behavior
x A complaint-stifling mechanism
x A unilateral decision-making process
x A quick fix to a troubled relationship
is NOT
11
A Service Level Agreement is
A communication tool
An expectations-managing mechanism
A conflict-reduction tool
A living document
An objective process for gauging service effectiveness
12
Create SLAs for the Right Reasons
Create SLAs to foster a collaborative rather than a “clobber-ative” relationship.
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
13
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
14
Do NOT confuse the SLA document
with theSLA process!
15
Common Misconceptions
1. Creating SLAs is a simple matter of plugging names and numbers into a template.
May 13
SLA due date2. You can rush SLA development
without negative consequences.
The reality: Creating an effective SLA takes time.
16
Typical Time Frames
For a first SLA that’s relatively simple
For a first SLA that’s complex
For subsequent SLAs
For a contractual SLA
2 - 6 months
6 - 12 months
Less time than the first SLA (usually)
A month to a year (or more)
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
17
Tasks Involved1. Educating pertinent parties
2. Gathering customer feedback
3. Assessing service history
4. Creating service descriptions
5. Developing a service glossary
6. Setting service targets
7. Establishing tracking and reporting mechanisms
18
Tasks Involved
And…such occasionally challenging tasks as:
Getting people together for meetings!
19
Also Affecting the Duration
1. The proximity of the parties
2. The service environment
3. Service effectiveness to date
4. Prior SLA experience
5. Personnel availability
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
21
Suggestion to Vendors
“We have a pressing need to establish a quick SLA for a new customer.”
Create a prototype SLA before you need one.
22
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
23
Two Types of SLA Elements
Service Elements (the What)• Description of Services• Service Standards
1
Management Elements (the How)• Service Tracking• Service Reporting• Periodic Review• Change Process
2
24
The Service ElementsThis information describes:1. The services covered by the SLA (and perhaps
also the services not covered by the SLA)
2. Service standards: the timeframes and conditions under which services will (or will not) be provided.
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
25
Service StandardsService standards typically focus on such things as:
1. Availability
2. Responsiveness
3. Timeliness
4. Rate/Frequency
5. Quality
When?
How long?
How soon?
How many?
How good?
26
Two Types of SLA Elements
Service Elements (the What)• Description of Services• Service Standards
1
Management Elements (the How)• Service Tracking• Service Reporting• Periodic Review• Change Process
2
27
Service TrackingTrue or False?
Measuring
anything
is better than
measuring
nothing.
28
Service Tracking
Track
as few things
as possible!
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
29
Service Tracking
Objective, quantitative measures reflect actual service delivery.
Subjective, quantitative measures reflect customer perceptions of service delivery.
Subjemeaspercedelive
30
Service Reporting
Done monthly and provided to both provider and customer personnel
31
Service ReportingFocus on patterns of service delivery
How has response time varied in the last year?
Is this month’s spike in downtime an aberration or part of a pattern?
Does on-time delivery show seasonal variations?
What kinds of problems have taken the greatest amount of time to resolve in the last 3 months?
32
Periodic Review
Monthly
Quarterly
Annually
Any other time as warranted
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
33
Change Process
1. Conditions warranting change
2. Change frequency
3. Change procedures
4. Change log
34
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
35
Potentially Ambiguous Terminology
ComplaintRespondDayAcknowledgeResolve
UrgentPriorityImmediatelyDeliverRespond
36
Example #1
ISO will resolve at least 95% of Level 2 problems within 4 days.
(as measured over what period of time?)
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
37
Example #2
(In defining urgency levels)
Emergency: Response within 2 hours upon receipt of call
38
Example #3
99.8% availability of the core IT infrastructure components
39
Example #4
At least 95% YES answers on the Closed Ticket Survey
40
Examples #5 and #6
75% of projects will not deviate by more than 25% from budget per quarter
95% of projects will not deviate by more than 10% from projected benefits by quarter
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
41
Avoid “But I Thought” Situations
Clarify wording that may be subject to misinterpretations and conflicting interpretations.
42
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
43
How Long Should an SLA Be?
SLAPage 1of21,476
44
Keep It Simple
or the agreement will
create problems
rather than solving them!
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
45
Sample SLAIf you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are a whole lot better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are way better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are so much better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are way better than mine. I can’t possibly read this without industrial strength glass. If you can easily read this, your eyes are better than mine. I can’t possibly read this without a pair of industrial strength glasses. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you truly can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without a really strong magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes area lot better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength magnifying glass. If you can read this, your eyes are better than mine. I can’t possibly read this without an industrial strength
46
• Short sentences and paragraphs
• Wide margins – lots of white space
• Sections with section headers
• Readable type size
• Visual elements (charts, tables)
• Bullet points rather than narrative
• Use of links
Make It Readable!
47
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
48
That which is measured
is managed.
True or False?
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
49
That which is measuredand also
reviewed, interpreted,
documented, distributed
AND acted on is more likely
to be managed.
True or False?
50
What Often Happens
Createthe SLA.
Implementit.
Ignoreit.
51
An SLA that is not managed dies upon
implementation.
52
Manage Your SLAs
.Service Report
..
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
53
Manage Your SLAs1. Oversee service tracking and reporting.
2. Conduct regular service reviews.
3. Negotiate adjustments as appropriate.
4. Maintain an ongoing dialogue.
5. Assist in resolving service-related problems.
6. Educate personnel about SLAs.
7. Publicize successes.
54
Manage Your SLAs
Don’t forget the power of the naked eye!!
55
How to Make an SLA Fail
1. Establish it for the wrong reasons.
2. Arbitrarily rush the effort.
3. Omit critical elements.
4. Incorporate ambiguity.
5. Make the document unreadable.
6. Ignore the implemented agreement.
7. Don’t set the stage for success.
56
Provide SLA “Education”• Who needs to be “educated”?
• How can they best be “educated”?
• What kinds of information will be useful to them?
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
57
Seek Buy-In for the SLA Effort
• Seek input from customers, SLA team members, and other stakeholders.
• Listen to them, and take their concerns seriously.
• Request feedback on draft versions of the SLA.
58
Assess Service History• In what ways has service delivery been
on target -- or fallen short?
• What service improvements are needed?
• What data are available for creating a baseline?
• Based on this history, what service levels would be neither too low nor too high?
59
Use a template and other resources to ensure
• Consistency within SLAs
• Consistency between SLAs
• Inclusion of all pertinent details
• Effective SLA management
Facilitate Consistency
60
Sell the BenefitsSLAs help to:
1. Improve communications
2. Manage expectations
3. Improve service delivery
4. Strengthen relationships
5. Create a business orientation
Five categories of benefits
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
62
SLAs Help toManage Expectations
1. Clarify the scope of services (a double benefit)
2. Help you set realistic and reasonable expectations
3. Create a shared language
4. Establish priorities and service levels
5. Clarify a division of responsibilities
SLAs:
63
SLAs Help toImprove Service Delivery
1. Provide an objective basis for assessing service effectiveness
2. Facilitate the setting of performance thresholds
3. Provide a context for service changes
4. Provide a basis for continuous improvement
SLAs:
Why SLAs Fail and How to Make Yours SucceedNaomi Karten, www.nkarten.com
© Naomi Karten * 781-986-8148 * [email protected] * www.nkarten.com
65
SLAs Help toCreate a Business Orientation
1. Provide a link between services and business objectives
2. Facilitate the integration of new service offerings
3. Create awareness of cost/benefit tradeoffs
4. Help to justify acquisitions, staffing changes and service adjustments
SLAs:
66
Be Realistic
Don’t expect to achieve all these benefits immediately.
67
Understand the Costs of Creating These Benefits
• A possible need for more staff
• A change from previous roles
• Greater visibility when things go wrong
• Increased demand for services
• Shifting expectations
CHANGE
68
How to Make Your SLAs Succeed
1. Establish them for the right reasons.
2. Take the time the effort requires.
3. Include all critical elements.
4. Create unambiguous terms and conditions.
5. Make the documents readable.
6. Manage the implemented SLAs.
7. Set the stage for success.