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529724, 9:12 PM ‘Capacity and performance management: Practice Guide |Axelos
Capacity and performance management: ITIL 4 Practice
Guide
February 24, 2020 | 27 min read
—
(race) (i)
This document provides practical guidance for the capacity and performance
management practice.
Table of Contents
1. About this document
2. General information
3. Value Streams and processes
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6. Partners and suppliers
7. Important reminder
8. Acknowledgements
1. About this document
It is split into five main sections, covering:
general information about the practice
the practice's processes and activities and their roles in the service value chain
the organizations and people involved in the practice
the information and technology supporting the practice
considerations for partners and suppliers for the practice.
1.1 ITIL® 4 qualification scheme
Selected content from this document is examinable as a part of the following syllabus:
ITIL Specialist High-velocity IT.
Please refer to the relevant syllabus document for details
2. General information
2.1 Purpose and description
Key message
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ina cost-effective way.
The capacity and performance management practice usually covers service performance and the
performance of the resources which support services, such as infrastructure, applications, and
third-party services. In many organizations, this practice also covers the capacity and performance
of staff, especially when staff are directly involved in service transactions.
This practice ensures that the requirements for the capacity and performance of services and
resources are understood and fulfilled efficiently, in line with the organization's strategy and
commitments. To achieve this, the practice is applied throughout the organization's product and
service lifecycle, from ideation to operations. This practice is extremely important when products
and services are planned and designed; decisions made at these stages will affect performance-
level and other constraints, as well as the organization's ability to monitor and manage these
aspects.
Capacity and performance are closely connected to service availability, continuity, information
security, and the respective practices. These practices often address the same characteristics of Cs
and services but focus on different aspects of their quality. Sharing resources across all four
dimensions of service management can be significantly beneficial in these areas. However, a clear
separation of responsibilities is required in some areas, such as externally regulated areas like
service continuity and information security.
2.2 Terms and concepts
Definition: Performance
A measure of what is achieved or delivered by a system, person, team, practice, or service.
Service performance is usually associated with the rate of service transactions and the time needed
to fulfil service transactions at a given level of demand. Service performance depends on service
capacity; the maximum throughput that a configuration item (Ci) or service can deliver. The specific
metrics that are used will depend on the technology and business nature of the service or Cl.
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management (SLM), and measurement and reporting practices, and others). The capacity and
performance management practice is used in conjunction with these to ensure that capacity and
performance are sufficiently and consistently addressed.
Service performance is a complex characteristic. Analysing service performance is only possible
with multiple measurements and agreements about how those measurements should be
understood. Agreements should depend on the service architecture, importance of certain
transactions and supporting components, quality criteria, and other parameters. Moreover,
performance from the perspective of a user or a group of users can be different from the
performance measured from the provider's or customer's perspectives. For example, service
transaction delays that are experienced by 2.5% of users will be perceived by the 2.5% as poor
performance, but the agreed performance targets might still be being met.
The capacity and performance management practice should ensure a transparent, consistent, and
practical understanding of capacity and performance (expected, agreed, designed, and actual)
among all relevant parties.
When services are provided to thousands or millions of people, there is usually no single generic
agreement on the service performance with customers. However, overall service performance is
critical for the service provider.
2.3 Scope
The capacity and performance management practice ensures that services deliver agreed levels of
performance to meet the needs of customers and users in a cost-effective way. To achieve this, the
capacity and performance management practice includes the definition, measurement, analysis,
and improvement of the capacity and performance of services, products, and components. It is a
centre of expertise for capacity-related matters and supports other service management practices.
The scope of the capacity and performance management is very broad. Many practices directly or
indirectly contribute to service performance. Table 2.1 lists activities which are closely related to
capacity and performance management. It is important to remember that ITIL practices are merely
collections of tools to use in the context of value streams and should be combined as necessary
depending on the specific organizational, service, and customer contexts
Table 2.1 Activities related to the capacity and performance management
practice described in other practice guides
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Negotiating and agreeing the customer requirements for
capacity and performance
SLM
Designing capacity and performance controls as a part of the
service model
Service design
Aligning capacity and performance controls with the business
architecture
Architecture management
Identifying the risks associated with capacity and performance
Risk management
Analysing the impacts of changes on capacity and performance
targets
Change enablement
Monitoring the capacity and performance of services
Monitoring and event
management
Justifying new capacity and performance controls
Portfolio management
Implementing risk mitigation measures and changing the service
infrastructure to ensure resilience
Project management, change
enablement
Testing the capacity and performance controls during service
transition
Service validation and testing
Reacting to events which might affect the organization's ability to
meet capacity and performance targets
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Incident management
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Managing and implementing improvements related to capacity Continual improvement
and performance on an ongoing basis
2.4 Practice success factors
Definition: Practice success factor
A complex functional component of a practice that is required for the practice to fulfil ts
purpose.
A practice success factor (PSF) is more than a task or activity, as it includes components from all
four dimensions of service management. The nature of the activities and resources of PSFs within a
practice may differ, but together they ensure that the practice is effective.
The capacity and performance management practice includes the following PSF:
identifying service capacity and performance requirements
measuring, assessing, and reporting service performance and capacity
treating service performance and capacity risks.
2.4.1 Identifying service capacity and performance requirements
Identifying service capacity and performance requirements includes:
Understanding customer requirements for service performance The business analysis and
SLM practices are normally used to communicate with customers in order to understand their
performance and capacity requirements for IT services and negotiate the service level
requirements (SLRs). The capacity and performance management practice supports and inputs
into the SLM, business analysis, and service design practices. Capacity and performance
management can be crucial for optimizing a service design to meet increasing capacity demands
while deferring an increase in costs.
Determining performance and capacity criteriaThe line between high and low performance
should be clearly defined. The following factors should be considered when determining service
performance criteria:
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degradation; and unacceptable degradation, which should be treated as unavailability
© scale factor: service performance degradation generally means that delays are experienced by
significant numbers of users, not individuals.
Choosing the right set of capacity and performance metrics Metrics should reflect how
service degradation may affect the service provider and customers.
2.4.2 Measuring, assessing, and reporting service capacity and performance
Performance is one of the most essential indicators of service quality, so it is important that the
service provider can measure, assess, and report performance. Reporting performance in terms of
the lead time and the number of transactions per time frame is widely accepted practice. However,
it is important to ensure that the measurements are understandable from the users’ perspective,
as well as from the technical perspective. For more on defining meaningful metrics for services,
readers should refer to the SLM practice guide.
When defining suitable measurements, it is crucial to reflect the business impacts of service
degradation, rather than the technical performance of the service components,
‘Two of the most important objectives of the capacity and performance management practice are
to ensure sufficient capacity and performance monitoring and translate monitoring data into
service performance information.
Incident records can be sources of service disruption data. However, itis often difficult to obtain
reliable performance and capacity data based on these, especially for user-reported incidents, and
to align it with the agreed service performance metrics.
More reliable sources of performance and capacity data are infrastructure monitoring tools.
However, although these can work well for measuring resource-provision type services, it is almost
impossible to correctly rneasure the performance of service transactions based solely on the
infrastructure monitoring data. Tools such as real user monitoring and business transaction
monitoring can help to overcome this issue.
2.4.3 Treating service capacity and performance risks
The capacity and performance management practice is not only about planning and monitoring
capacity and performance. This practice includes defining and managing controls to manage a
wide range of risks that might impact services’ capacity and performance. For this, itis used in
conjunction with the risk management and other risk-focused practices, such as the availability
management, service continuity management, and information security management practices
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In the context of risk management, the risk identification, prioritization, and measurement stages
are key to the capacity and performance management practice.
‘The capacity and performance management practice ensures that risks will be treated effectively
by:
assessing the impacts of components’ capacity and performance on the end-to-end performance
of products and services and identifying related vulnerabilities and constraints
assessing the impacts of products’ and services’ capacity and performance on the user and
customer experience
designing effective controls and countermeasures to prevent, detect, and mitigate capacity and
performance risks
monitoring and controlling capacity and performance risks on an ongoing basis and optimizing
risk management activities within the scope of the practice.
2.5 Key metrics
The effectiveness and performance of the ITIL practices should be assessed within the context of
the value streams to which each practice contributes. As with the performance of any tool, the
practice's performance can only be assessed within the context of its application. However, tools
can differ greatly in design and quality, and these differences define a tool's potential or capability
to be effective when used according to its purpose. Further guidance on metrics, key performance
indicators (KPIs), and other techniques that can help with this can be found in the measurement
and reporting practice guide.
Key metrics for the capacity and performance management practice are mapped to its PSFs. They
can be used as KPIs in the context of value streams in order to assess the contribution of the
practice to the effectiveness and efficiency of those value streams. Some examples of key metrics
are given in Table 2.2.
Table 2.2 Examples of key metrics for the practice success factors
Practice success factors Key metrics
Identifying service capacity and Percentage of products and services with capacity and
performance requirements performance requirements clearly documented in SLAs
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Timely updates on service capacity and performance
requirements and criteria during major service changes
Measuring, assessing, and
reporting service capacity and
performance
Percentage of accepted business cases for new
components and architecture designs that are in line with
the performance requirements
Reduction in the use of old (unsupported) components or
architecture designs that cause breached SLAs due to
performance issues
Percentage of products and services:
with defined capacity and performance metrics
whose capacity and performance is monitored
included in service capacity and performance reports
Percentage of enacted improvement initiatives logged by the
capacity and performance management practitioners
Treating service capacity and
performance risks
Number of unplanned capacity and performance
upgrades to products, services, and components
Ratio of actual losses to expected losses due to insufficient
capacity and performance of products or services
The correct aggregation of metrics into complex indicators will make it easier to use the data for
the ongoing management of value strearns, and for the periodic assessment and continual
improvement of the capacity and performance management practice. There is no single best
solution. Metrics will be based on the overall service strategy and priorities of an organization, as
well as on the goals of the value streams to which the practice contributes.
3. Value Streams and processes
3.1 Value stream contribution
Like any other ITIL management practice, the capacity and performance management practice
contributes to multiple value streams. It is important to remember that a value stream is never
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deliver and support
design and transition
improve
obtain/build
plan.
The contribution of the capacity and performance management practice to the service value chain
is shown in Figure 3.1.
oO 1
3
Soo
High
Laci
peer
EU RU
<
eto >
Obtain/build | Deliver [and
= EIR ta
Tac
Figure 3.1 Heat map of the contribution of the capacity and performance management
practice to value chain activities
3.2 Processes
Each practice may include one or more processes and activities that may be necessary to fulfil the
purpose of that practice.
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Aset of interrelated or interacting activities that transform inputs into outputs. A process takes
one or more defined inputs and turns them into defined outputs. Processes define the sequence
of actions and their dependencies.
The capacity and performance management practice activities form two processes:
establishing capacity and performance control
analysing and improving service capacity and performance.
3.2.1 Establishing capacity and performance control
This process includes the activities listed in Table 3.1 and transforms the inputs onto outputs.
Table 3.1 Inputs, activities, and outputs of the establishing capacity and
performance control process
Key inputs Activities Key outputs
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performance, transaction
volumes and activity
patterns and forecasts
Service component
manufacturer requirements
and standards
Service monitoring and
measurement framework
Service reporting
framework
SLAs
Existing service and
component performance
data
‘Capacity and performance management: Practice Guide |Axelos
performance
requirements
Agreeing service
capacity and
performance
requirements
Determining capacity
and performance
measurement
requirements
Designing capacity and
performance metrics
and reports
component requirements
Performance and capacity
measurement requirements
Performance and capacity
baselines, metrics, alerts,
thresholds, and reports set up
in the monitoring toolset
‘Automated scaling and load
balancing controls in place
(where applicable)
Figure 3.2 shows a workflow diagram of the process.
MH Bo
Customer Information Existing service
requirements about avalable and components
Creed
Eoce)
Pee
Petey
Fesources _performanace data
eee’
capacity and CDR Cn
formance Ue Peed
bss S Reet’ eee)
Licissbalbaaead Petey a
Pe
Cr
¥ ¥ ¥
Agreed service Capacity and Capacity and
‘capacity and performance performance
performance ‘measurement report
Fequirements requirements templates
Figure 3.2 Workflow of the establishing capacity and performance control process
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‘Capacity and performance management: Practice Guide |Axelos
Table 3.2 Activities of the establishing capacity and performance control process
Activity Cloud IT infrastructure First tier support staff
Identifying Capacity and performance Where user support is essential,
service capacity management practitioners discover _strong consideration must be given to
and performance needs based on activity the resources needed for the service
performance patterns and transaction volumes. _ desk team that handles user
requirements
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This information may be already
available from the SLM practice as a
SLR, or from business case
documents. Ongoing reporting can
also be useful for identifying unmet
scaling requirements.
These needs are then compared to
the technical capacity characteristics
of various service components, such
as computing power, storage, end-
user device input and output
capacity, and network performance
parameters (bandwidth, latency,
connectivity, and so on).
Capacity and performance
practitioners then suggest the
optimal balance of performance
needs, required component
architecture, and efficient sourcing
models (private, community, public,
or hybrid options).
The output of this activity is a
proposed architecture design and
plans to supply the required capacity
enquiries
Although other practices, such as the
service desk and workforce and talent
management practices, may manage
staff planning and measurement, the
capacity and performance
management practice can provide
business patterns and transaction
volumes to those.
Capacity practitioners can also
deduce the minimum required staff
numbers, skills, and capabilities to
enable optimal service speed and
quality.
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the SLM practices for cost-benefit
analysis.
Itis important to differentiate
between the above requirements
and short-term service demand
spikes (such as an increased user
flow to a website following a
marketing campaign) that in a cloud
environment can be detected and
satisfied automatically via specialized
capacity extension tools, and do not
require thorough analysis.
Agreeing service
capacity and
performance
requirements
The SLM practice is responsible for
SLA negotiations, including capacity
and performance service quality
criteria. Capacity and performance
practitioners support this activity
with service component expertise.
The important to balance the
cost/benefit ratio and to internally
communicate the price of the
service, which can vary considerably
depending on the architecture
options for different capacity.
Capacity and performance can be an
important part of SLA negotiations,
The practice can suggest several
combinations of staff numbers and
capabilities that will enable different
levels of support at a different prices
and costs
This practice can also suggest support
tool improvement initiatives that
would help to optimize staff numbers,
such as self-service interfaces, online
chats, a social media presence, and
soon.
These analytical efforts underpin SLA
negotiations on the service support
criteria.
Determining
capacity and
performance
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In order to analyse, report on, and
improve service performance, the
service provider must measure it.
Based on the agreed requirements,
Staff performance measurement for
the service support is likely to be
linked to the duration parameters,
such as time to respond, time to
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monitoring should be defined
Capacity and performance
management practitioners
understand that existing cloud
orchestration tools can extend (or
reduce) the existing paid-for capacity
based on a set of internal or external
triggers. Practitioners can design a
set of thresholds and alerts that will
start automated capacity altering
procedures.
relevant measurement tools (such as
support phone line monitoring and
reporting tools). Capacity
practitioners will make these metrics
available to other practices for
managing personnel performance.
Designing
capacity and
performance
metrics and
reports
This activity focuses on service
performance metrics and reporting.
Practitioners design tools to imitate
or manually control the service
performance from the consumer
perspective, deeming any technical
indicators (such as the real-time
network throughput) secondary.
Technical indicators only help to
verify the consumer experience of
the service productivity,
responsiveness, storage capability,
and so on.
3.2.2 Analysing and improving service capacity and performance
This process includes the activities listed in Table 3.3 and transforms the inputs onto outputs.
Table 3.3 Inputs, activities, and outputs of the analysing and improving service
capacity and performance process
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Capacity and
performance reports
and alerts
New service designs
and proposed
architectures
Performance-related
incident and problem
records
+ Change schedule
Service capacity and
performance analysis,
Reporting on service
capacity and
performance
Planning and designing
service capacity and
performance
Improvement initiatives submitted
to the continual improvement
register (CIR)
Service design and architecture
review and recommendations
Ongoing communications with
service design and operational
practices
IT budget planning updates
Figure 3.3 shows a workflow diagram of the process.
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Ser
Ce)
Dee
Ce
Peet)
Crd
Pee?
ee)
designing service|
oe)
Pees
Figure 3.3 Workflow of the analysing and improving service capacity and performance
process
This process may vary, depending on the type of services and service components to which it is
applied, Table 3.4 demonstrates how the activities may vary for modern cloud-enabled services
and for a first tier of technical support staff.
Table 3.4 Activities of the analysing and improving service capacity and
performance process
Activity Cloud IT infrastructure t tier support staff
service Cloud orchestration and load Capacity and performance
capacity and _ balancing toolsets allow for the practitioners can monitor technology
automated adjustment of cloud metrics for the service desk staff and
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current service architecture may
need to be changed in order to
ensure high performance while
avoiding excessive costs.
where no new user calls are picked up
because the first-tier support staff are
busy. This could be caused by a
number of things, but the technology
metric is an objective fact and is worth
investigating
Reporting on
Cloud orchestration toolsets, as well
Based on the automated monitoring
service as cloud provider reporting, can tools (such as a support phone line),
capacity and report on many technical indicators. capacity and performance
performance However, the performance analysis _ practitioners can automate basic
ina cloud environment's central idea _ technology metrics reporting and
is the focus on customers’ business _ provide reports in as-is or aggregated
processes. Technical component forms to the consumers.
reporting may support the findings,
but it should not be focus of the final
report.
Planning and It canbe tempting to use the virtually Other practices can request the
designing unlimited scalability of computing capacity and performance
service power in the cloud to tackle the management practice help with
capacity and —_volatile and growing demand for specific calculations upon staff
performance services. However, it maybe more numbers and capabilities, and with
prudent to alter the underlying
application, middleware, and load
balancing architecture when the
demand hits a certain threshold (for
example, altering the network design
to cater to users on a newly acquired
geographical market).
Capacity practitioners possess the
necessary expertise to suggest these
optimizations to avoid the excessive
service costs that are associated with
linear scaling
planning for the automation of manual
support tasks. The outputs of these
efforts are improvement initiatives. For
example, practitioners can suggest
automated diagnostic data being
harvested from end user devices in
order to save time spent on user
questionnaires.
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4.1 Koles, COMpetencies, ang responsipmities
The practice guides do not describe the practice management roles such as practice owner,
practice lead, or practice coach. They focus instead on the specialist roles that are specific to each
practice. The structure and naming of each role may differ from organization to organization, so
any roles defined in ITIL should not be treated as mandatory, or even recommended. Remember,
roles are not job titles, One person can take on multiple roles and one role can be assigned to
multiple people.
Roles are described in the context of processes and activities, Each role is characterized with a
competency profile based on the model shown in Table 4.1.
Table 4.1 Competency codes and profiles
Competency — Competency profile (activities and skills)
code
L Leader Decision-making, delegating, overseeing other activities, providing
incentives and motivation, and evaluating outcomes
A Administrator Assigning and prioritizing tasks, record-keeping, ongoing
reporting, and initiating basic improvements
c Coordinator/communicator Coordinating multiple parties, maintaining
communication between stakeholders, and running awareness campaigns
M Methods and techniques expert Designing and implementing work
techniques, documenting procedures, consulting on processes, work analysis,
and continual improvement
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Examples of roles that can be involved in capacity and performance management activities are
listed in Table 4.2, together with the associated competency profiles and specific skills.
Table 4.2 Examples of roles with responsibility for capacity and performance
management activities
Activity Responsible roles Competency Specific skills
profile
Establishing
capacity and
performance
control
Service capacity Capacity and MT Excellent analytical skills
and performance performance Knowledge of methods and
analysis manager techniques, such as Fault-Tree
Service owner Analysis, Component Failure
Technical expert Impact Analysis, and so on
IT quality manager Familiarity with analytical tools
Good understanding of the
possible business impacts of
service outages
Reporting on Service owner cA Knowledge of agreements and
service capacity Relationship expectations
and performance manager Understanding of the consumer
Customer context
Communication and
negotiation
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capacity and
performance
‘Capacity and performance management: Practice Guide |Axelos
manager
Service designer
Technical expert
Architecture
manager
‘Awareness of existing controls
Awareness of technology
available on the market
Good understanding the
possible business impacts of
service outages
Analysing and
Analysing and Analysing and
Analysing and improving service
improving service improving service improving capacity and performance
capacity and capacity and service
performance performance capacity and
performance
Identifying service Service or product CTA Business analysis
capacity and owner Good knowledge of business
performance Relationship activity patterns, throughputs,
requirements manager and markets that generate
Service designer demand
Customer Good knowledge of service
architecture and configuration
Communication and
coordination
Agreeing service Service owner cA Communication and
capacity and Relationship negotiation, and ability to
performance manager advocate for improvements
requirements Customer Good knowledge of service
architecture and configuration
Determining Capacity and ™ Good understanding of
capacity and performance monitoring tools and
performance manager techniques
measurement Monitoring tool ‘Awareness of technology
requirements
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administrator
available on the market for
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Technical expert
Designing capacity Capacity and cM Communication and
and performance performance negotiation
metrics and reports manager Report and dashboard design
Service owner skills
Relationship
manager
IT quality manager
4.2 Organizational structures and teams
It is unusual to see a dedicated organizational structure for the capacity and performance
management practice, although capacity and performance practitioners may be supported by
formal positions and job descriptions. Service capacity is normally managed by other
organizational functions, where roles can be combined depending on the nature of the services.
Where service providers are responsible for a limited number of services and components (such as
a service integrator function), there can be a capacity and performance manager. This role is
accountable for coordinating practices, functions, and organizations to ensure cost-efficient service
capacity and sufficient levels of service performance.
Business and technical knowledge is pivotal to the success of this practice, as well as the service
provider's staff's ability to plan, monitor, and report on the performance of services and
components.
Managers and practitioners should complement their technical knowledge with communication
and advocating abilities to ensure that capacity concerns and prognoses are heard, measured, and
addressed during service design, negotiations, and operation.
5. Information and technology
5.1 Information exchange
‘The effectiveness of the capacity and performance management practice is based on the quality of
the information used. This information includes, but is not limited to, information about:
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performance and workload forecasts
architecture models for different ranges of service demand
vendor-sizing recommendations and models.
This information may take various forms. The key inputs and outputs of the practice are listed in
section 3.
In most cases, the capacity and performance management practice can significantly benefit from
automation, Where this is possible and effective, it may involve the solutions outlined in Table 5.1
Table 5.1 Automation solutions for capacity and performance management
activities
Process activity Means of automation _Key functionality Impact on the
effectiveness of
the practice
Establishing
capacity and
performance
control
Service capacity Infrastructure and Collection of system and High
and performance application monitoring _service health data,
analysis, and reporting tools, built- processing and analysis,
in user behaviour dashboard and report
monitoring tools, design and presentation
dashboarding and
reporting tools, advanced
analytics tools
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and performance
‘Capacity and performance management: Practice Guide |Axelos
service portals and apps,
email and other
volume of services
and stakeholders
communication tools, who must be
social media reported to
Planning and Architecture Determining existing Medium,
designing service management tools, controls and resilience
capacity and CMDB, change initiation measures.
performance and control tools Improvement-related
changes initiation and
control.
Analysing and
improving service
Analysing and improving
service capacity and
Analysing and improving
service capacity and
Analysing and
improving service
capacity and performance performance capacity and
performance performance
Identifying Service catalogue, CMDB, In order to identify Very high
service capacity
and performance
requirements
BPM tools, CMDB, service
models, performance and
capacity monitoring and
management tools, and
asset management tools
service and performance
vital business functions,
analysts should have
access to information
about service
components and service
actions,
BPM tools may provide
information about
consumer's processes
and operations that are
supported by the service.
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pant29724, 9:12 PM ‘Capacity and performance management: Practice Guide |Axelos
performance ‘Communication with the
requirements service customer
Determining Reporting and Report and dashboard Low to high,
capacity and dashboarding tools, template design depending on the
performance service portals, and apps volume of services
measurement and stakeholders
requirements who must be
reported to
Designing Reporting and Report and dashboard Low to high,
capacity and dashboarding tools, template design depending on the
performance service portals, and apps volume of services
metrics and and stakeholders
reports who must be
reported to
6. Partners and suppliers
Very few services are delivered using only an organization's own resources. Most, if not all, depend
on other services, These are often provided by third parties (see section 2.4 of /TIL Foundation: ITIL
4 Edition for a model of a service relationship). Relationships and dependencies introduced by
supporting services are described in the practice guides for service design, supplier management,
and SLM.
As the service integration model becomes cornmon within modern corporate service consumer
environments, the importance of orchestrating the service performance becomes apparent. Where
multiple external service providers are responsible for different service components, or even for
entire service offerings, the end-user experience is at risk of being overlooked (especially when it
comes to such less-tangible impressions as ‘waiting for the system to unfreeze’). A service
integration and management body should be responsible for maintaining the end-user focus of all
efforts relating to service capacity and performance by multiple service providers.
Incentivizing service providers to communicate performance issues to a centralized (or user-
focused) entity can help to coordinate service integration efforts. This could be a dedicated
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go wrong,
Frequently, in multi-vendor IT environments, service providers limit capacity growth options to
linear models only. Businesses, when their user bases expand rapidly, will often add resources to
the same infrastructure in direct proportion to the growing workload. Modern public cloud
offerings that resemble the ‘shopping cart’ experience may encourage this behaviour. However,
other architectural arrangements may be applicable for operations of a different scale, and can
ensure efficient load balancing, optimal resource utilization, and even increased system reliability.
Capacity management practitioners should have a strong understanding of modern IT
infrastructure architectures. Where appropriate, they should suggest altering designs to cater for
increased or changed demand and ensure cost savings. The service integration body can then
suggest these alternative models to service providers.
Where organizations aim to ensure fast and effective capacity and performance management, they
usually try to agree to close cooperation with their partners and suppliers, removing formal
bureaucratic barriers in communication, collaboration, and decision-making. All parties in such
relationships should aim for mutual transparency and visibility of changes that may affect the
other parties (see the supplier management practice guide for more information).
7. Important reminder
Most of the content of the practice guides should be taken as a suggestion of areas that an
organization might consider when establishing and nurturing their own practices. The practice
guides are catalogues of topics that organizations might think about, not a list of answers. When
using the practice guides, organizations should always follow the ITIL guiding principles:
focus on value
start where you are
progress iteratively with feedback
collaborate and promote visibility
think and work holistically
keep it simple and practical
‘optimize and automate.
More information on the guiding principles and their application can be found in section 4.3 of
ITIL® Foundation: ITIL 4 Edition.
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@QAXELOS
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‘These practice guides incorporate an unprecedented level of enthusiasm and feedback from
across the ITIL community. In particular, AXELOS would like to thank the following people.
Powering Best Practice
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