Category: ITIL

  • BMC Extends Scope of ServiceOps Initiative

    BMC Extends Scope of ServiceOps Initiative

    At the BMC Exchange conference this week, BMC revealed it has updated its Helix IT service management (ITSM) platform to include mapping and discovery capabilities. Those updates make it simpler for cross-functional teams to correlate incidents, alerts and data and pinpoint root causes faster.

    In addition, BMC is now applying pre-trained artificial intelligence (AI) models to observability data and the service models it tracks to assess service health, predict service impacts and proactively manage IT environments as the volume of metrics, events, and alerts continues to increase.

    Finally, BMC also announced that the BMC Helix Control-M orchestration engine now supports open source Apache Airflow, a workflow management platform for defining data pipelines using a Python programming tool.

    Margaret Lee, vice president and general manager for digital service and operations management at BMC, said these updates extend a unified ServiceOps initiative the company launched last year to unify ITSM, DevOps and customer service desk workflows. While each of these disciplines may have distinct objectives—such as speed and reliability—that are often in conflict with one another, Lee said it’s apparent IT organizations need to reduce the current level of friction that is often encountered when managing IT.

    As a software-as-a-service (SaaS) platform, Lee said the BMC Helix platform achieves that goal via a consumer-like user interface that can be easily personalized. The goal is to make it simpler to create virtual agents, knowledge bases, live chat and tickets that make it easy for customers and employees to request IT help, she added.

    Achieving that goal, however, will require IT organizations to rely more heavily on AI models to automate routine tasks as IT environments become more complex. There are simply not enough IT professionals available to manage IT environments using legacy processes, she noted.

    In addition, end users and customers are expecting service requests to be automated in way that allow them to resolve issues via a mobile device, added Lee. In many cases, how cumbersome IT processes now has a direct impact on both customers and employee retention. The primary goal is to reduce the number of interactions required to complete a task such as changing a password or provisioning a laptop whenever a new employee needs to be onboarded.

    While the pace at which IT management is evolving will vary greatly from one organization to the next, it’s apparent that many DevOps principles are being absorbed into traditional ITSM platforms. The challenge is that cultural divide between DevOps teams and centralized IT teams is still very wide. Most organizations are still trying to determine how far left they want to shift responsibilities toward application development teams versus continuing to rely on IT administrators using graphical tools to centrally manage IT workflows. It’s rarely going to be an all-or-nothing proposition. Rather, the issue is finding a way to strike a balance that enables organizations to be as agile as possible without introducing unacceptable levels of risk to resiliency.

  • OpenText to Create Software Powerhouse – Acquires Micro Focus for $6B

    OpenText to Create Software Powerhouse – Acquires Micro Focus for $6B

    OpenText this week announced it will acquire Micro Focus for $6 billion. The acquisition is part of an effort to reinvigorate a broad portfolio of information management, application development and testing, integration and cybersecurity platforms by accelerating the rate at which they are transitioned to OpenText’s managed private cloud.

    The acquisition is expected to close in the first quarter of 2023, and the combined company expects to reduce costs by an additional $100 million on top of the $300 million Micro Focus previously committed to cutting as part of an ongoing effort to return to profitability and growth.

    OpenText CEO Mark J. Barrenechea told analysts the ultimate goal is to enable organizations to accelerate their digital business transformation initiatives using a set of application programming interface (API)-centric offerings that reside on a private cloud.

    Digital transformation represents the largest opportunity in the history of computing, he said, but Barrenechea also acknowledged that a lot of companies are still struggling with making that transition. “There has to be a better way to get digital transformation right,” he said.

    The Micro Focus portfolio includes everything from a robotic process automation (RPA) offering, a recently-launched IT service management (ITSM) offering—dubbed Service Automation Management X—along with the Vertica database and LoadRunner testing tools. There is also a slew of cybersecurity platforms that include ArcSight, Fortify, IDOL Zenworks and Sentinel along with legacy COBOL application development tools and even the remnants of Novell.

    In effect, OpenText now has one of the broadest software portfolios in the industry after previously acquiring Documentum, Carbonite, Hummingbird and Zix. “The strategy appears to be to simply gather up all the pieces on the chess board,” said Mitch Ashley, principal analyst for Techstrong Research, an arm of Techstrong Group that is also the parent company of devopsy.kinsta.cloud.

    Despite the disjointed Micro Focus portfolio, OpenText has no intention of selling off any of those offerings, said Barrenechea. Going forward, the strategy is to not only accelerate the transition to the cloud but also expand application license renewal services, he added. OpenText also sees an opportunity to expand the appeal of the Micro Focus portfolio into the small-to-medium business (SMB) market, noted Barrenechea.

    All told, it will take six quarters once the deal is closed to align the Micro Focus business model with the one OpenText currently employs, which Barrenechea said should result in growth starting eight quarters after the deal closes.

    There’s no doubt that, once the deal closes, IT organizations that rely on Micro Focus will be closely watching the level of ongoing investment in the portfolio for any signs of one platform being deemphasized in favor of another. It’s also probable that many customers will be relieved to see the stewardship of those platforms assumed by a company that is on firmer financial footing.

    Regardless of how the OpenText portfolio evolves in 2023, however, one thing that is certain is IT organizations have no shortage of alternatives to consider.

  • Kyndryl Aligns with Microsoft in the Cloud

    Kyndryl Aligns with Microsoft in the Cloud

    Following its spinout from IBM, Kyndryl has allied with Microsoft to increase the scope of IT services it provides on the Azure public cloud.

    Stephen Leonard, leader of global alliances and partnerships for Kyndryl, said that as part of this initiative, Kyndryl will be expanding the scope of the services it provides to both organizations building and deploying applications as well as those looking to migrate existing applications to the Microsoft Azure cloud.

    Over time, Kyndryl will expand its cloud services to include additional public clouds as part of a larger effort to enable organizations to embrace a hybrid cloud approach to enterprise IT that spans multiple on-premises and cloud computing environments.

    In the meantime, as part of the first partnership established by Kyndryl, the two companies are committing to providing services to address data modernization and governance, security and application workloads infused with artificial intelligence (AI) capabilities. The two companies also plan to establish a co-innovation lab. Microsoft is also committing to establishing a Kyndryl University for Microsoft.

    Leonard said given the overall shortage of IT expertise, more organizations than ever are relying on external IT services to, for example, accelerate application development. Kyndryl plans to work with those organizations to best evaluate where specific classes of application workloads might best be deployed, he noted.

    It’s become increasingly clear that more organizations are attempting to integrate third-party IT services within DevOps workflows. In some cases, that means standardizing on an opinionated DevOps workflow defined by the IT services provider. In other cases, the IT services provider is focused on a specific task such as securely provisioning infrastructure on behalf of developers.

    Regardless of the approach, however, DevOps workflows are evolving into a team sport made up of both internal and external IT professionals that are trying to bridge the cultural divide that always exists between different organizations. Which IT services provider organizations ultimately select often has as much to do with how flexible they are from a cultural perspective as much as it does their technical expertise.

    For its part, Microsoft is counting on IT services providers such as Kyndryl to increase the total number of workloads running on its cloud. Now that Kyndryl is independent of IBM, it is free to establish partnerships that previously would have been more complex to navigate.

    Of course, it’s up to each organization to determine the degree to which they prefer to work with a larger IT services provider versus a smaller rival that may specialize in one specific area or that is simply a better fit for a smaller company. The one thing that is certain is that as IT continues to become more complex, it’s not feasible for organizations to hire all the IT talent they require on a full-time basis. Organizations will need to carefully evaluate when it makes more sense to consume certain IT services as a function provided by someone else versus attempting to hire and retain talent to maintain that service themselves.

  • BMC Looks to Advance ServiceOps Approach to Managing IT

    BMC Looks to Advance ServiceOps Approach to Managing IT

    During an online BMC Exchange event, BMC announced it expanded its portfolio of IT management offerings as part of an ongoing effort to unify traditional IT service management and DevOps processes under an integrated ServiceOps framework.

    The latest additions to the BMC portfolio includes an update to its Control-M workload automation platform that adds observability tools for monitoring application and data workflows along with additional integrations for cloud services such as AWS Glue, Google Cloud Dataflow and Function and Microsoft Azure Data Factory and platforms such the data lake from Databricks.

    BMC is also making available a preview of a Control M Python client that will extend the reach of the workload automation platform to the code data science teams employ to build artificial intelligence (AI) models.

    In addition, BMC is adding a BMC Helix Digital Workplace studio to make it easier for IT teams to customize the software-as-a-service (SaaS) platform it provides for IT service management (ITSM). Finally, BMC is also making available a version of BMC Helix that is optimized for communications service providers.

    BMC CEO Ayman Sayed said overall the current emphasis on digital business transformation is driving a need to converge the management of multiple IT platforms as organizations reinvent how core processes work across their organization. It’s not possible to drive that level of reengineering across multiple IT platforms without centralizing the management of those platforms using a ServiceOps framework that unifies DevOps and existing ITSM platforms, he noted.

    At the same time, Sayed said organizations need to invest more in artificial intelligence to automate IT operations, also known as AIOps, to augment IT staff that is hard-pressed by the need to manage both emerging and legacy IT platforms. The latest investment BMC has made in AIOps came earlier this month with the acquisition of StreamWeaver, a provider of a set of tools that make it easier to collect massive amounts of data that can be used to more easily train AI models.

    It’s too early to say to what degree IT management processes might become unified. In addition to centralized IT teams, most organizations have business units that often drive their own IT initiatives. However, as organizations realize how many platforms a digital process needs to access the need to centralize the management of IT becomes more apparent. The issue each organization will need to determine is the degree to which that centralization needs to occur.

    It’s clear in the wake of the COVID-19 pandemic that many IT organizations have never been more agile. In some cases, those IT teams are now able to drive a rate of change that is too fast for many businesses to even absorb. In fact, it’s arguable that entire businesses will need to adopt DevOps principles to manage that rate of change.

    In the meantime, IT teams will need to take a harder look at how much time is being spent on manual tasks that could be automated in a way that enables them to be lot more productive than they are today.

  • 3 Pillars of Autonomous IT Ops

    3 Pillars of Autonomous IT Ops

    Imagine a future where human IT operators and intelligent systems work together in a virtual operations room; the systems do the heavy lifting while the humans supervise. This may seem like science fiction, but the truth is we are already on the way to that future with AIOps. While actual AI-augmented teams are still quite a way off, AI/ML tools are slowly but surely becoming more ubiquitous within IT Ops, NOC, DevOps and SRE teams and leading us into this not-too-distant future.

    In the last five years, the number of internet users grew by 50%. In the last two years alone, more data was generated than in the entirety of human history up to that point. Today, 5 quintillion (that’s 18 zeros) bytes of data are produced by smart devices daily. These massive volumes of data are having a huge impact on digital operations.

    Looking at the enterprise, we see similar trends: More tools generating more data and with it, greater complexity. This is due to many factors, including the transition to the cloud, M&A activity that introduces new tools and data into an existing organization and the adoption of new technologies and methodologies such as CI/CD, microservices and more. At some point, there is so much data and everything becomes so complex that IT Ops teams reach a breaking point where they can no longer manually manage the data being generated.

    And when that point is reached, outages and service disruption become an everyday reality, as IT teams are pulled away from their strategic, business-critical projects into what is essentially firefighting. 

    Implementing more observability and monitoring tools simply exacerbates the problem, and scaling teams isn’t cost-effective in the long term. The more forward-thinking solution is automation, and even more so, autonomy. 

    The Road to IT Ops Autonomy 

    Autonomy is the ability of IT Ops to operate with minimal to no human intervention. It relies on the automation of the incident management life cycle so that humans are needed only for supervision, in the same way that a single operator can supervise a modern and highly complex robotic car assembly line.

    How can we hope to reach IT Ops autonomy?  The following three proposed pillars can act as a guide: 

    Pillar One: Automate

    Pillar Two: Predict and prevent 

    Pillar Three: Democratize

     Pillar One: Automate

    We must automate as much as possible across every step in every aspect of incident management. It won’t happen overnight, but with time and with the help of AI/ML it is doable.

    Consider the autonomous driving analogy.

    Just a few years ago, cars were manual, with little to no automation. Then we moved through partial autonomy to where we are today–conditional autonomy–where the car can drive itself in ideal conditions. This is a level of automation that we are beginning to accept; some of us cautiously, others with more enthusiasm! Meanwhile, progress continues toward higher levels of autonomy, in which vehicles will be able to drive themselves in most conditions. One day, maybe, we’ll get to the holy grail of full autonomy, where the car will drive on its own–perhaps we won’t even need a steering wheel!

     

    Similarly, in IT Ops, automation is a process and it will take time to build not only the capabilities required but also the necessary trust in AI/ML technology. Such a journey typically begins with human-driven automation, as “if-then-else” types of automation are added manually. For example, if a certain alert appears, a ticket will automatically be assigned to a specific person. As our confidence grows, the next stage could be AI-driven suggestions, whereby AI applies what it has learned from previous human actions to suggest what to automate, but the human expert decides whether to accept the suggestion or not. 

    At some point, we will progress to allowing AI to partially automate some tasks—perhaps those that are less risky, such as collecting diagnostic information and adding it to the alert, so that the incident responder automatically receives both together. We may even automate some parts of our system; perhaps within a staging environment that isn’t production-critical and, as such, is a good place to validate that the automation is working as expected. Over time, as our AI and ML capabilities develop and our trust in them grows, we may eventually reach full AI-driven automation, with no human involvement at all—the AI will simply detect the fault and resolve it. 

    Pillar Two: Predict and Prevent 

    Typically, when assigned an incident, a responder will take note of the incident’s priority. But they will also rely on their common sense and past experience in deciding how to respond. So, for example, if a P3 incident had recently escalated to a P1 in 30 minutes and a similar P3 incident now appears again, our responder will probably prioritize it, even over other incidents, to avoid a similar escalation.

    While this is one of the advantages of human logic, the flip side is that the IT environments in which we work are vast and complex—no human can possibly remember every potentially relevant detail. What’s more, if a different responder dealt with the earlier incident in our example, the current responder would not have the same insight. What is needed is an element of enrichment that can input leading indicators into the platform for the next operator to see and act upon to prevent an incident.

    This is where AI can help. 

    By identifying patterns in the data haystack—linking different incidents to the same root cause, for example—AI not only generates insights that help resolve these incidents faster but can also predict a certain outcome. This is done by anticipating a future chain of events so that appropriate preventative action can be taken before the event occurs. For now, this preventative action may be manually taken by the operator, but at some point in the future automation may enable the problem to be identified and fixed by the AI with no human intervention before it results in an outage.

    Pillar Three: Democratize

    The last pillar that will help us achieve full autonomy in IT Ops is democratization of AI. AIOps should not just be accessible to advanced, mature organizations with an army of data scientists working behind the scenes. Just as anyone can accomplish almost anything online these days with just a few clicks, any organization should be able to adopt AIOps and enjoy its benefits! 

    Democratization is about making relevant information accessible to anyone who needs it, when they need it, and in a manner that is easily applicable and actionable. AI should be accessible through simple user interfaces, with no need for coding; the benefits of machine learning should be available to people that don’t (need to) understand machine learning models. 

    This democratization can be achieved by making AIOps platforms simple and accessible to all—from the admin to the user. For example, an AIOps platform might automatically suggest how admins should prioritize incidents for operators, to make triage easier and provide instructions that even a non-expert can follow. The more such features are built into AIOps platforms, the more democratized AIOps will become.

    Data volumes will continue to grow exponentially in the coming years, and the only way to eventually conquer the tyranny of overwhelming data will be to reach autonomy in IT Ops. 

    If you’re an AIOps vendor, keep the three pillars in mind so your customers can continue to progress towards autonomy.  If you’re an IT Ops leader or tooling architect, and IT Ops autonomy is part of your vision, make sure that your AIOps vendors’ platforms and tools have been architected with these pillars and their principles in mind. 

    How far are we from achieving autonomy? Only time will tell. But one thing is for sure—we will get there, and if the COVID-19 pandemic has taught us anything it’s that we may be seeing machine-augmented teams sooner rather than later. 

  • How to Successfully Scale Agile

    How to Successfully Scale Agile

    Agile has proved its value to businesses across industries and geographies. In fact, the pandemic elevated it to an absolute necessity for organizations’ success and survival. Business leaders around the world invested aggressively in Agile transformation as they scrambled to meet changing customer demands through newly hybrid and remote workforces. Not surprisingly, the faster they adopted Agile methodologies at scale, the higher the value it delivered for them. Research indicates that the value Agile delivers can be a chance to grow ahead of peers as high as 63%.

    What enterprises in the U.S. now need is to move the right Agile levers to maximize business outcomes. The same research prescribes an agenda to make that happen:

    Mapping Customer Journeys

    This involves assessing what purpose the company’s offering serves and how value flows through the systems that surround it to the customer. By identifying the critical path of value flow and prioritizing Agile investments at the nodes of value, both volume and velocity of value to customers can be impacted. For example, at Marcus by Goldman Sachs, every team, no matter which department they belong to, responds to the question about what they do with an answer that has clear customer focus: Enabling customer onboarding, improving the customer service experience or helping with the customer password journey.

    Using Customer Insights

    This can be achieved through A-B testing techniques and analytics platforms to unearth the attitudes and motivations that cause customer churn, build loyalty and convert emotions to action. This involves gathering customer feedback through surveys, discussions, and, in the case of digital channels, insight from the channel itself. Additionally, this lever enables diverse perspectives as customers are onboarded, with inputs all the way from design to operations. Kraft Heinz, as an example, leverages Snowflake’s platform to leverage data to drive new digital experiences for consumers. Snowflake gives them real-time ability to sense, respond and evolve, with insights resulting in more meaningful interactions with customers.

    Organizing Teams Around Offerings Rather Than Functions

    This involves bringing together skills and capabilities to launch disruptive products in the market and win back market share. Product-centric agile value delivery is especially helpful in scenarios that involve multiple handovers between internal teams that could lead to delays and siloed developments. For instance, Daimler draws on the principles of swarm to pull in expertise from various departments and create cross-functional teams to collaborate when developing new products.

    Upskilling the Workforce

    It’s imperative for organizations to upskill their workforce for continuous delivery, strategic vision and skill alignment within autonomous, cross-functional teams. The rapid pace of development required to meet changing customer needs often creates a skills gap that needs to be bridged. Siemens is a great example. They accelerated their digital transformation journey in 2020 and realized how vital it is for every employee to easily access upskilling and reskilling opportunities. To stay ahead of the curve, they deployed an agile digital learning platform for their employees while leveraging and simplifying their existing learning ecosystem.

    Taking the Minimum Viable Product (MVP) Approach

    This lever assesses real value delivery, validates hypotheses and enables quick course correction as required. Budgets are always limited, and an agile MVP approach also maximizes investment value with faster delivery, optimized processes and increased flexibility. A recent case in point is the approach bp took when started work on an integrated energy-as-a-service (EaaS) offering that will provide end-to-end management of a customers’ energy assets and services. Their first step was to pilot the plan in an innovation center/work campus before exploring opportunities to manage energy more broadly at industrial and business parks.

    Expanding the Agile Workplace

    Companies need to extend and adapt the agile workplace concept for a hybrid reality by creating remote analogs for meetings, sales execution and IT support along with advanced collaboration tools. A great example is GE Appliances; at the very start of the pandemic they accelerated their workplace with automation-driven agile services support across their global command centers and service desks.

    Amplify Agile with Cloud

    Scaling Agile without sound cloud infrastructure is a good job half done, especially when firms want to buttress speed and utility with business resilience. In fact, the very best firms stand to take a good share of the $414 billion in profits cloud generates across industries and regions every year.

  • Choosing an Incident Management Platform

    Choosing an Incident Management Platform

    When you’re feeling the stress and pain of manually managing incidents and incident response, making the decision to find an incident management tool is a no-brainer. But how do you choose the one that will work best for you, your team and your business?

    You might be asking yourself, “Where do I start? What do I need to know? What questions do I ask? What are the options? How can I be sure we’re choosing the right tool?”

    To help identify the most appropriate solution for your organization, here are the top four things to consider.

    1. Do you have the culture and processes you need to support an incident management solution?

    Different business models require different approaches to incident management. You should be looking for a platform to fit the unique needs of your organization. More importantly, even if you find a solution that seems like a fit, do you have the people, culture and processes necessary to support a new tool? And if not, do you have a plan to put them in place?

    Implementing solutions successfully takes planning, so you’ll want to make sure that you and your team can handle the workload.

    2. What are your pain points and goals?

    You’re looking for an incident management solution for a reason, but do you know exactly which pain points you hope to solve? Your top goal may be to “make it easier,” but every solution is likely to tout that they make things easier. Determine what you’re hoping to accomplish. Do you want to automate processes? Bring your team together more quickly? Track every action from declaration to retro? All of the above? If you prioritize the problems you want to solve, it’ll be easier to check off boxes when you investigate your top choices.

    3. Who should be involved in this search?

    You may be the one taking the lead on searching for a better way to manage incidents, but knowing who else should be part of the decision-making process will make the search more efficient. You’ll need to know if you have support from your team and from leadership; who’ll authorize the budget for your new tool and who has to sign off on your decision.

    And don’t forget other stakeholders outside of your team! Incidents impact all parts of an organization, so consider who needs to be a part of the selection process—from your client success team to your sales team.

    4. How will you make a decision?

    Finding and implementing an incident management solution requires time and resources. It’s especially important to account for the time it will take to onboard your team and configure your solution, including assigning individual roles, setting up integrations with your existing tools and test-driving your incident management process.

    The worst-case scenario is that you purchase a platform but don’t have time to implement and use it. You won’t be happy, nor will your team or executive stakeholders.

    So have a clear idea of what you need to make a final decision—whether it’s considering who’s involved, how much budget you need to secure, what your timeline is or how you’ll address any legal or security issues.

  • Atlassian Delivers on Forge App Dev Platform Promise

    Atlassian Delivers on Forge App Dev Platform Promise

    Atlassian this week made available a Forge platform for building applications that complements its existing portfolio.

    Mike Tria, head of platform engineering for Atlassian, said Forge is intended to provide an application development environment to both IT organizations and third-party partners. It provides developers with access to an integrated Atlassian DevOps toolchain to accelerate testing, deployment, debugging and to capture log data, added Tria. Forge also presents developers with a command line interface through which they can be onboarded to the Atlassian cloud where Forge runs to access documentation and application samples. It uses OAuth 2.0 to ensure applications deployed on the Atlassian cloud only access data they have permission to access.

    The overall goal is to provide developers with a more modern application development environment as an alternative to the application development platform the company previously made available.

    Once an application is built, developers can then publish their applications on the Atlassian Marketplace as free or commercial offerings. There are already more than 3,500 Forge apps that were created during a beta process that began late last year. Forge will soon be extended to the rest of the Atlassian portfolio, noted Tria.

    Forge is intended to complement an Open DevOps initiative launched earlier this month that tightens integration between the Jira project tracking and management tools provided by Atlassian and a wide range of other tools commonly employed by DevOps teams. The goal is to not only make it easier to correlate issues that are listed in Jira with artifacts found in various software platforms, but also to collect data from DevOps tools to automatically update Jira.

    That data will then be employed to inform key performance indicators (KPIs), based on graphs that Atlassian provides within Jira, to keep track of value streams. Rather than having to acquire a separate value stream management (VSM) platform to track software development progress, the insights needed to understand the impact of, for example, a delay to one project becomes a dividend of using Jira.

    Like most providers of software-as-a-service (SaaS) applications, Atlassian has been making available a platform for building applications on top of the same platform it employs to build its own applications. Atlassian claims there are more than 1,200 partners building applications in addition to internal IT that teams that have built custom extensions to its applications. Atlassian has already shown a proclivity for acquiring independent software vendors (ISVs) that build applications on its platform. As part of the overall Forge initiative, Tria said Atlassian will be working more closely to identify the white space that won’t be addressed by the Atlassian product roadmap at some future date.

    In the meantime, independent software vendors and internal IT teams will need to determine to what degree they will prefer to stand up their own application development environment versus opting to be dependent on Atlassian. In theory at least, applications built on Forge should be more tightly integrated with the rest of the Atlassian portfolio. The only potential downside is, of course, any potential conflict that might emerge with a provider of an application development platform that also happens to sell application software.

  • Blips and Downtime: Incident Management 101

    Blips and Downtime: Incident Management 101

    Nothing gets the blood pumping like seeing an IT incident alert flash across the screen. Is the network traffic anomaly a potential intrusion? Are we about to have an outage? Is it just a random blip on the radar? The implications of these different potential incidents vary wildly, and each requires a different set of response tactics.

    Responding to incidents both large and small is essential for every team. Especially in a remote-first world, it is more important than ever to ensure that all developers are in the same war room to tackle the problem as efficiently and effectively as possible. It’s also critical to have a single view that aggregates data from all of the systems and services used to monitor and respond to incidents. But not every team has invested in a fully fledged incident management strategy.

    In fact, it’s not uncommon for incident management to be completely ad hoc. Teams wait for something to happen and then take a “dive and catch” approach to incidents. Some teams have some processes in place, but those plans may be missing key components. In both cases, teams struggle with slower time to resolution and often waste resources in the process of responding to incidents. Critical stakeholders often suffer from a lack of clarity in communication around an incident.

    Depending on the type of incident, the consequences can be challenging to overcome. Running afoul of a compliance law, like GDPR, can result in business-ending financial penalties. Incidents that impact uptime can keep an organization from meeting SLA terms and potentially losing customers and revenue. Regardless of the size of your company or customer base, formulating an effective incident response begins with people.

    People are the Cornerstone of Incident Response

    Companies should assess their business needs and the risk profile of their applications and services. With those barometers in place, leaders can then determine the appropriate staff levels to ensure 24/7/365 incident management coverage. The size and breadth of the team will depend on the size of the company and the structure of response plans, but the team should attempt to cover a few areas.

    Ideally, a team has at least three responders.

    1. Incident owner. This is the team’s quarterback. They coordinate everything, make sure the team follows runbooks, involves the correct people and removes roadblocks.
    2. Incident investigator. The investigator has their hands on the keyboard. They run the investigation, pull and analyze logs, review metrics and generally try to determine how to best mitigate the issue.
    3. Incident communicator. Smaller teams may not have the personnel to have a designated communicator in every incident. On those teams, the incident owner will often assume this role, as well. Communicators focus almost exclusively on two tasks: documenting the incident via an “incident timeline” and communicating with stakeholders when appropriate. It’s critical that a complete timeline is built during the incident. It’s nearly impossible to put together a properly documented incident timeline after the fact. Critical details will get lost or forgotten, and your retrospectives and RCAs will be low quality.

    Runbooks offer Muscle Memory During Incident Management

    The incident response team, no matter how experienced, will need a set of runbooks—a compilation of processes and steps to take when incidents arise. Runbooks will help guide teams as they perform everything from analyzing and mitigating common problems, to post-action investigations. They represent the process portion of incident responses, and act as a guidebook for the team when the pressure is high.

    Typically, an alert system will ping the on-call engineer about a metric that doesn’t look right. The runbook will help that on-call person determine if the alert should be categorized as an incident or not. When that person determines the alert indeed represents an incident, they must estimate the severity of the incident. Different teams may use different definitions for severity, but here is an example:

    Severity one – Production down or highly degraded.
    Severity two – Serious bug impacting customers or system stability.
    Severity three – Important bug. Requires tracking until mitigation, but likely not a 24/7 workstream.

    Runbooks can also guide teams through analysis of the situation. After a root cause is determined, the book will remind teams to perform an immediate post-action investigation to see if specific processes worked well, if gaps exist, and if communications were sent out to customers or other stakeholders.

    Tools are Important; Tying Them all Together is Crucial

    People and processes are important for responsive incident management. Without the right tools, even seasoned incident-management veterans may struggle with the complexity and pressure of an incident. Tooling can prevent a lot of mistakes and omissions when the heat is on.

    There are numerous platforms that address different components of incident management response. Depending on the size of the organization, teams will need some or all of the following:

    • On-call rotation management
    • Observability and alerting
    • Ticketing system
    • Communication system

    One of the biggest challenges in incident management is having the ability to tie together the data and actions defined by this broad toolset. If you’re working a severity level one incident, teams will likely rotate people into and out of the incident based on their geographic location and timezone. How does the next person in the rotation come up to speed on what’s been done so far? How do we document a detailed timeline that can be used for an RCA investigation later? How can we provide an up-to-the-minute view of the status of an incident for key stakeholders? Ideally, teams will have a single place where all of this data is collected and managed and where the data can be filtered and exported at the end of the incident.

    Effective Incident Management: People, Processes and Tools

    Is that traffic spike a sign of impending doom, or just another meaningless bump? Without the proper people, processes and tooling, answering that question becomes very difficult. Unfortunately, the wrong answer can lead to disastrous consequences. Only with the right set of tools and processes can companies develop an incident response system that provides maximum stability and keeps customers happy.

  • ServiceNow Shifts to Single Unified Agent

    ServiceNow Shifts to Single Unified Agent

    ServiceNow today unveiled an Agent Client Collector (ACC) that makes it possible for IT teams to capture data from software, hardware and cloud infrastructure.

    Jeff Hausman, vice president and general manager for IT operations management at ServiceNow, said this unified agent will enable IT teams to reduce the number of agents they would otherwise have to deploy to collect the data required to monitor IT environments.

    IT teams will also be able to employ incident management tools that can view that data in a way that eliminates the need to install any remote desktop software, Hausman noted. At a time when many employees will be splitting their time between working from home and the office, that approach reduces the level of IT service management (ITSM) friction that many IT teams today regularly encounter, added Hausman.

    ACC surfaces both configuration and performance data in real-time to provide IT teams with greater visibility. That data can then be used to drive a variety of workflows and playbooks that trigger automated incident responses.

    ServiceNow will employ ACC both within its ITSM platforms and IT operations management (ITOM), hardware asset management (HAM), software asset management (SAM), and security operations (SecOps) tools.

    Hausman said ServiceNow will employ ACC alongside agentless tools for managing IT environments as part of an effort to strike a balance between the amount of software that needs to be deployed and the capabilities that agent software enables. Ultimately, ServiceNow will also open up ACC to third-party tools that offer complementary capabilities, he added.

    More than a few IT organizations are suffering today from a phenomenon known as agent fatigue. Each new tool added to the IT arsenal often requires agent software to be installed within a device, application, server or cloud service. The need to reduce the amount of agent software has given rise to agentless approaches to managing IT resources, but the tradeoff is that, in the absence of an agent, the types of data and capabilities that can be enabled tend to be more limited.

    The market research firm International Data Corp. (IDC) is predicting that 75% of Global 2000 IT organizations will adopt automated operations practices by 2023. A major driver of that increased reliance on automation has been, of course, the COVID-19 pandemic. Not only are organizations making greater use of cloud infrastructure, but application users are not often conveniently located behind a firewall in a corporate office. For the last year, IT teams have been tasked with supporting a largely remote workforce. As more of those employees are vaccinated in the weeks ahead, a lot more of them will be returning to the office. However, it’s unlikely most employees will be working in an office full-time even after the COVID-19 pandemic subsides.

    Regardless of how IT is managed, the overall IT environment will continue to become more complex. As such, it’s now more a question of when rather than if organizations will need to revisit how IT gets managed across what has become a highly distributed environment.