The Standard+Case approach to response management
Here is an exciting new approach to categorising and resolving any sort of response "tickets", such as requests or incidents on a service desk, problems, or changes.
The world refuses to be standardised: there is other incoming stuff that we haven't seen before, that we don't already have a defined response for, that has to be handled as a case.
If your staff feel process bound...
If your process doesn’t adapt to a changing world...
S+C addresses criticisms of process-centric approaches to managing responses that they don't deal with the undefined situations, and they don't allow customers and knowledge workers to be empowered to deal with them.
And unlike some new-fangled theories, S+C does not seek to replace or change existing approaches: it expands and clarifies that theory to provide a more complete description of managing responses.
- Improve performance: improve responsiveness, efficiency, and effectiveness of your service responses
- Empower knowledge workers to use their creativity, expertise, and leadership
- Improve morale amongst your service desk and other responders
- Empower your customer to ask for what they need not what the rules say you provide
From a Standard+Case user organisation:
My first impression after just a week is that the 'standard guys' are very happy and the turnaround of tickets has improved. On the case side it is interesting as all of a sudden people are concerned about making it easier to work with cases. What tools do we need to put in place? How can we document our systems better?
To sum it up I think focus is the word that comes to mind. Less context switching.
From a book review (Karen Ferris, itSMF Fellow and author of the seminal Balanced Diversity: A Portfolio Approach to Organizational Change):
This book is an eye-opener and a must-read. I cannot recommend this book highly enough to anyone involved in situation response. This is a game-changer
Standard+Case is a synthesis of our conventional "Standard" process-centric approach to responding, with Case management, a discipline well-known in industry sectors such as health, social work, law and policing. This description is written from the perspective of Service Management within the IT industry (so please excuse some ITSM jargon), but it can be applied anywhere.
It provides a good skills path for service desk analysts that fits well with gamification. And Standard+Case is applicable to Problem Management and Change Management (and Event Management...) as well as Service Desk activities. S+C applies to anything that requires a human response: there's either a standard response or there isn't.
This page provides some additional resources for readers and users of Standard+Case.
- An introduction to Standard+Case
- A Standard+Case Tale - a parable of S+C usage on a service desk.
- Get the Standard+Case book. Out now!
- Videos, podcasts, and webinars on S+C
- Useful links
- Standard+Case: a visual primer (cartoons by Rui Soares)
- Rob's Basic Service Management book provides a 50-page introduction to the principles of service management.
- Checklists are a key resource for case workers, as a non-sequential guide, analogous to workflow for Standard responses.
- There is a closed Google+ discussion group for those actually trying out S+C - contact the author. No tyre-kickers please.
- Deriving a set of Case principles from AntiFragile
- Cynefin and Standard+Case
Thanks to Charles Betz for pointing me to Case Management
Videos, podcasts, and webinars
A podcast discussion. Jump to about minute 14 if you want to skip discussion of other topics:
More recently I got to be on Practitioner Radio, the only podcast where I never miss an episode:
And on ITSM Weekly The Podcast, USA edition:
A video interview from the recent ITIL Forum in Sarnen, Switzerland:
A blog interview with Rui Soares on ITIL Blues:
My presentation to the virtual TFT13 conference (and presented simultaneously live to the British Service Desk Institute SDI13 conference in Birmingham)
Presenting S+C at the previous TFT12 online conference:
Rob's more recent presentation materials on slideshare:
ITSM Weekly USA podcast:
Standard+case explained in German:
Dave Snowden on complex systems. Blow your mind:
It would be good to gather some generic samples or templates of the following:
- Case policy
- case record document
- case report
- a procedure
- inputs checklist
- outputs checklist
Discussion of Standard+Case:
See the reviews and feedback on the book here
More about Case Management:
Switzerland Case Management Network reportedly has excellent resources, though everything seems to be in German or French. Webpages are readily translated by Google, but PDFs are more problematic.
Capabilities and Levels of Maturity in IT-based Case Management important academic paper including the C3M maturity model
Workflow Management Coalition excellent online description and resources
Mastering the Unpredictable: How Adaptive Case Management Will Revolutionize the Way That Knowledge Workers Get Things Done, Swenson;Meghan-Kiffer Press; 2010 (Amazon book) Has some really useful content: it taught me an immense amount about case management. But the book is about technology solutions to what I maintain is not a technology problem. in true IT fashion this book tries to solve ACM with tools - tools should always only have a supporting role. (Nor is it terribly well edited: more a collection of essays)
See also Keith Swenson's excellent blog
Wikipedia on Advanced case management (not terribly good)
Case Management; Kitson, Ravisanskar, Soudamini; CapGemini 2012
There is a Case Management Body of Knowledge, accessible online by annual subscription. It is focused on health and social welfare cases: cases dealing with people. As such, the usefulness for IT is limited.
There is an accreditation, CCM (pdf), also focused on health and human care professionals, and focused on the practices and laws of the USA. You pretty much need to be a licensed American nurse to sit it: it is useless for our purposes.
Similarly The Case Manager's Handbook, Fourth Edition is focused on the health industry. I haven't read it. It rates highly on Amazon.
The Case Management Societies of America/Australia/UK are also focused on health. So is the American case Management Association. And so on.
Guide to the Universal Service Management Body of Knowledge (USMBOK), I Clayton, Service Management 101; 2012.03a edition (2008), ISBN-13: 978-0981469102
Human Interactions: The Heart and Soul of Business Process Management, K Harrison-Broninski, Meghan Kiffer Pr (2005), 978-0929652443
How Knowledge Workers Get Things Done, L Fischer ed., Future Strategies Inc. 2012, 978-0-98497644-7
How to Measure Anything, D W Hubbard, Wiley 2007, 978-0-47011012-6
ITIL Service Operation, Cabinet Office, TSO 2011, 978-0-11331307-5
ITIL Service Transition, Cabinet Office, TSO 2011, 978-0-11331306-8
Kanban and Scrum, H Kniberg, M Skarin, C4media 2010, 978-0557-13832-6
Management Challenges for the 21st Century, P. Drucker, Butterworth-Heinemann 2007 2nd Ed, 978-075068509-2
Mastering the Unpredictable, K D Swenson, Meghan-Kiffer Press 2010, 978-092965212-2
The Checklist Manifesto, A Gawande, Metropolitan 2009, 978-0-80509174-8
The Practice of Management, P Drucker, Harper-Collins 1954, 0-06-011095-3
Thinking for a Living, T. Davenport, Harvard Business School Press 2005, 978-159139423-5