Introduction

IT service management is an increasingly important area of study for all IT professionals. IT managers are realizing that whatever the technology in use, the requirements to manage it efficiently and effectively and to deliver services that are aligned to the business requirements have never been more important.

The internationally recognized ITIL framework is the best-known approach to IT service management. The popularity of ITIL has spread around the world, with an enthusiastic take-up in the USA, India, the Middle East, and China in particular. For most IT staff members, the certification is now regarded as an essential addition to their resumes, with many job ads specifying the foundation certification as a mandatory requirement. In this book, we take the next step, from the foundation level to the intermediate level. IT managers, and those aspiring to become IT managers, will find the examination of management-level concepts and core information of the supporting activities within each lifecycle stage invaluable. (It should be noted that the intermediate lifecycle syllabi do not include specific details about each of the supporting processes.)

The foundation certificate is a prerequisite to achieving intermediate-level ITIL certification, whether in the Lifecycle or Capability certification areas. An accredited course provided by an accredited training organization is also mandatory; this may be a classroom course or an accredited e-learning course. This book is intended to supplement such a course, not replace it. As experienced classroom tutors and authors of several e-learning courses, we support this mandatory requirement. However, we believe that a real need exists for material beyond what these courses provide. Those who do attend classes often comment that there is too much material to cover in the time allowed. The syllabus guidance specifies that students should complete 21 hours of reading for each examination in addition to attending an accredited course. Purchasing the official core volumes is a considerable investment that may be unaffordable for many. By providing all of the key aspects of the intermediate lifecycle syllabuses, this book is an economical alternative, and it provides more depth than slides or videos. Concepts that were confusing in the course can be studied in depth at the student’s own pace. The many practice questions help reinforce understanding.

ITIL Certification Companion Study Guide: Intermediate Lifecycle Exams provides intermediate-level training for IT managers. Readers will gain a management-level overview of the ITIL service lifecycle stages and the ITIL processes, roles, and functions. They will learn how to design, develop, and implement service management. They will also gain an understanding of how the service lifecycle provides effective and efficient IT services that are aligned to and underpin business processes and the critical success factors and key performance indicators required. The book covers the full syllabus for each of the five lifecycle courses.

The book covers all five of the ITIL intermediate lifecycle syllabi. The five examinations are as follows:

Service Strategy The design, development, and implementation of service management as a strategic asset to align with business processes

Service Design The design and development of services and service management processes

Service Transition Building, testing, authorizing, documenting, and implementing new and changed services into live operation

Service Operation The day-to-day support and management of live services

Continual Service Improvement Creating and maintaining value for customers through monitoring and improving services, processes, and technology throughout the lifecycle

Interactive Online Learning Environment and Test Bank

The interactive online learning environment and test bank that accompanies ITIL Certification Companion Study Guide: Intermediate ITIL Service Lifecycle Exams provides a test bank with study tools to help you prepare for the certification exam—and increase your chances of passing it the first time! The test bank includes the following:

Sample Tests All the questions in this book are provided, including the Assessment Test, which you’ll find at the end of this introduction, and the Chapter Tests that include the review questions at the end of each chapter. Use these questions to test your knowledge of the study guide material. The online test bank runs on multiple devices.

Flashcards Questions are provided in digital flashcard format (a question followed by a single correct answer). You can use the flashcards to reinforce your learning and provide last-minute test prep before the exam.

Other Study Tools A glossary of key terms from this book and their definitions are available as a fully searchable PDF.

How to Contact the Authors

We are experienced trainers and consultants and use practical examples and explanations to help students grasp the material and understand the concepts being explained. We provide support to all our students and readers; emails seeking further explanation or clarification will be answered within 24 hours in most cases. You can contact us at [email protected].

ITIL Lifecycle Intermediate Exam Objectives

The following tables map each of your study requirements to the chapters of this book. We organized the contents of each chapter to be read in an order that will make it easy for you to study for the exams. The syllabus for each intermediate lifecycle exam examines the corresponding lifecycle stage in terms of its principles and processes, organizational aspects, technology considerations, the approach to its implementation, and its challenges, critical success factors, and risks.

Part 1: Service Strategy

Topic Chapter
Introduction to the Service Strategy Lifecycle Stage 1
Service Strategy Principles 2
Service Strategy Processes: Strategy Management for IT Services, Service Portfolio Management and Financial Management for IT Services 3
Service Strategy Processes: Demand Management and Business Relationship Management 4
Governance 5
Organizing for Service Strategy 6
Technology Considerations 7
Implementing Service Strategy 8
Challenges, Critical Success Factors, and Risks 9

Part 2: Service Design

Topic Chapter
Introduction to the Service Design Lifecycle Stage 10
Service Design Principles 11
Service Design Processes: Design Coordination and Service Catalog Management 12
Service Design Processes: Service Level Management and Availability Management 13
Service Design Processes: Capacity Management and IT Service Continuity Management 14
Service Design Processes: Information Security Management and Supplier Management 15
Technology-Related Activities 16
Organizing for Service Design 17
Technology Considerations 18
Implementation and Improvement of Service Design 19
Challenges, Critical Success Factors, and Risks 20

Part 3: Service Transition

Topic Chapter
Introduction to Service Transition 21
Service Transition Principles 22
Service Transition Processes: Transition Planning and Support and Change Management 23
Service Transition Processes: Service Asset and Configuration Management 24
Service Transition Processes: Release and Deployment Management and Service Validation and Testing 25
Service Transition Processes: Change Evaluation and Knowledge Management 26
Managing People through Service Transitions 27
Organizing for Service Transition 28
Technology Considerations for Service Transition 29
Implementation and Improvement of Service Transition 30
Challenges, Critical Success Factors, and Risks 31

Part 4: Service Operation

Topic Chapter
Introduction to the Service Operation Lifecycle Stage 32
Service Operation Principles 33
Service Operation Processes: Incident and Problem Management 34
Service Operation Processes: Request Fulfilment 35
Service Operation Processes: Event Management 36
Service Operation Processes: Access Management 37
Common Service Operation Activities 38
Organizing for Service Operation 39
Technology Considerations 40
Implementation of Service Operation 41
Challenges, Critical Success Factors, and Risks 42

Part 5: Continual Service Improvement

Topic Chapter
Introduction to the Continual Service Improvement Lifecycle Stage 43
Continual Service Improvement Principles 44
The Seven-Step Continual Service Improvement Process 45
Continual Service Improvement Methods and Techniques 46
Organizing for Continual Service Improvement 47
Technology Considerations 48
Implementation of Continual Service Improvement 49
Challenges, Critical Success Factors, and Risks 50
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