ITIL Implementation Report: JPMorgan Chase and Victorian SRO Analysis

This report examines the Information Technology Infrastructure Library (ITIL) implementation, focusing on the critical success factors essential for aligning IT services with business needs. It begins by outlining ten key factors, including project management, a solid business case, staged approaches, clear roles and responsibilities, effective exception handling, performance reviews, consensus building, patience, selective change, and comprehensive training. The report then analyzes the ITIL implementation strategies of JPMorgan Chase and the Victorian State Revenue Office in Australia, highlighting how these organizations applied the critical success factors to achieve their objectives. It compares the common and non-common factors that influenced the implementation success in these two organizations. The analysis includes project planning, documentation, training programs, proper maintenance, and systemic approaches to implementation. The report concludes by emphasizing the importance of these factors for successful ITIL adoption and the benefits of improved service delivery, streamlined processes, and enhanced customer satisfaction.

Running head: ITIL IMPLEMENTATION
ITIL Implementation
Name of the Student
Name of the University
Author Note

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Table of Contents
Introduction..........................................................................................................................2
1. Task 1...............................................................................................................................2
2. Task 2...............................................................................................................................5
2.1. JPMorgan Chase.......................................................................................................5
2.2. Victorian State revenue office in Australia..............................................................7
3. Task 3...............................................................................................................................8
4. Task 4...............................................................................................................................9
Conclusion.........................................................................................................................10
References..........................................................................................................................12

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Introduction
Information technology Infrastructure Library or ITIL is a process of Information Service
management that aims at aligning Information Technology Services with the needs of the
business. ITIL explains the processes, procedures and tasks that an organization can apply for
establishing the integration with the organization’s strategy and maintaining different levels of
competency. It further helps in establishing a baseline for organizations for planning,
implementing and measuring certain tasks. Different organizations are implementing Information
technology Infrastructure library in order to deliver better services and support to its customers
(Ahmad and Shamsudin 2013). Implementation of ITIL requires certain criteria and preparation,
which includes adoption of ITIL principal on a long-term basis. Furthermore, a clear service
structure is needed to be developed before the implementation of ITIL. Apart from these, proper
definition of interface and establishing a proper process control is necessary for successful
implementation of ITIL in an organization. The report elaborates ten critical success factors of
ITIL implementation. It further discusses the details of the organization that have successfully
implemented ITIL and their critical success factor.
1. Task 1
Critical success factor is a process or specifically a management term for the elements
necessarily considered by an organization or a project to achieve its target or mission. The
critical success factors defines the key areas that are needed to be performed properly in order to
achieve the objective of Information Technology Infrastructure (Ahmad et al. 2013). The ten
critical success factor for successful implementation ITIL in organizations are listed below-

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1) Project Management- One of the significant critical success factor of ITIL
implementation is proper project management. This is essential because success of any project
largely depends on the proper execution of the project. Therefore, a dedicated ITIL project
manager is needed to be appointed who will be responsible for achieving the project objective
and should be given full authority to take project take project related decisions. However, the
person who would be appointed as the project manager should possess strong project
management skills. The project manager appointed would directly report to the IT director of the
organization and would have a complete authority to facilitate communication process with the
top management (Kerzner 2013).
2) Business case: A reasonable business case is needed to be constructed and the financial
impact of the ITIL implementation is needed to be identified. Moreover the risks associated with
the system is to be identified in order to reduce the total cost of ownership by a considerable
percentage.
3) Staged Approach: The project manager is responsible for project planning and dividing
the whole project into different phases. A staged approach would define a steady project progress
rather than risk interruption of business processes. This ensures a smooth project progress. The
capacity management of the ITIL to be implemented can be considered as a primary phase of this
project implementation. Furthermore, the staged approach can help in demonstrating the
improving performance of the system and improving the existing system.
4) Roles and responsibilities- Clearly defining the roles and responsibilities of the
different team member in execution of ITIL is another critical success factor of this project. This
provides a wider benefit as everyone knows their specific duties they are needed to perform and

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the expected output. This is important for eliminating a tremendous amount of duplication in
time, cost and money, as well as it minimizes the dropped handoffs. Therefore, defining and
allocating a clear role and responsibility of every member is one of the significant critical
success factors of ITIL implementation (Iden and Eikebrokk 2013).
5) Exception Handling: Effective exception handling is necessary. This is because it is
not possible to cover all the eventualities in the planning and initiation stage. In is possible to
have missed processes or workflows, which are infrequently used and therefore, exception
handling is necessary to quickly address and minimize the impact of scope change in the
business.
6) Performance Reviews: Performance review and or feedback are necessary and an
important criterion for project success. The performance reviews unhide the loopholes present in
the system and the improvement the project requires. This criterion ensures that all the team
members have a common goal and understands the importance of ITIL project in the
organization.
7) Consensus Building: A consensus on reasons of implementing ITIL is necessary to
gain broad agreement on the expected business. Consensus building mainly deals with improving
the service, reducing the cost and improving the communication between IT and the present
business. Therefore, consensus building is also considered as an important success criteria for
implementation of ITIL.
8) Be patient: patience is a key to success and therefore, reasonable expectation of project
progress must be set. The project should not be implemented in a tight schedule as it may result
in adverse effects. This is particularly because implementation of ITIL is complex,

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comprehensive and work intensive and thus requires a larger amount of time. Therefore, the
project it is to be understood that the implementation process would be taking a long time and
patience is of the critical factor of project success.
9) Selective Change: The processes that cannot be used in the project or which are
broken are only changed. This is essential to identify and determine the processes that are
working well. With the help of this data, the poorly functioning processes that need primary
attention is prioritized. This is essential to ensure that the project is successfully completed and
ITIL is implemented according to the plan.
10) Training: last but certainly not the least criterion for successful implementation of
the ITIL is imparting proper training to the members. Members are trained according to the
process they contribute to. The training applies to the business as well as the IT staffs. Certain
organization provides additional benefits to the employees who attend the training programs.
Training is essential for everyone to become familiar with the work and the workflows of ITIL
(Eikebrokk and Iden 2012).
The above described are the ten critical success factors that would most probably affect
the successful implementation of ITIL in an organization. These factors are needed to be
considered while implementing ITIL.
2. Task 2
Out of many organizations that have Implemented ITIL in past years, the two chosen
organization for this topic is JPMorgan Chase and Victorian State revenue office in Australia.
2.1. JPMorgan Chase

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The three critical success factor that have helped in successful implementation of
Information Technology Implementation Library are listed below (Anthes 2013)-
1) Proper project Planning: The ITIL implementation of JPMorgan Chase was properly
planned and the processes that were laid out in ITIL were properly aligned with the plans of
improving the incident priority management at JPMorgan chase. The global vice president of the
organization, Robert Barnes wanted to pull his teams together to respond to the three levels of
incident severity and manage the customers’ queries. These specifications were incorporated in
the project plan, which in turn helped in a successful adoption and implementation of a process
driven ITIL.
2) Documenting the needs and proper change management- The objective of the ITIL
implementation were clearly defined and the proper change management was employed on basis
of the global customer base of the organization. The best processes were laid for the successful
implementation of ITIL. These laid out processes ensured the reduction in number of tools in
used in the project. This was therefore one of the major success criteria of successful
implementation of ITIL in JPMorgan chase.
3) Training programs: A proper training program was imparted to the user before the
launching of the system. This reduced the human error for operating the ITIL and therefore it
considerably helped in successful implementation of the project. Training was imparted
according to the role of each member and it defined the responsibility of every member towards
the project.
The above described critical success factor have majorly contributed to the successful
implementation of ITIL in JPMorgan Chase. The result of implementation of ITIL was that, it

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helped the organization in streamlining the processes, building in house consistent and managing
the global service desk (Hsu 2011). Moreover, it helped in achieving the company’s goal and
reduction of complexity along with a better customer satisfaction. This improved the service
desk operations and eliminating more than 5000000service desk calls. Therefore, JPMorgan
Chase is a successful example of implementation of ITIL in organization (Ravasan et al. 2014).
2.2. Victorian State revenue office in Australia
The three critical success factor for implementation of ITIL in State revenue office of
Australia are listed below-
1) Project Management: The whole process of project implementation was done with
proper project management. This included appointed of a project head that defined and set the
project goal. This was essential for correct implementation of the project. The goals includes re
using of the existing AS9001 in ITIL. Moreover, the project management was focused on the
schedule and deadline of the project, which were correctly defined. The IT staffs appointed of
the project were committed in achieving the ITIL certification (Meziani and Saleh 2010).
2) Proper Maintenance: Proper maintenance of in-sourced environment was necessary for
reducing the ongoing cost and savings along with reduction of the risks associated with the
system.
3) Training: Proper training was imparted to the staffs and members of the organization.
This was one of the major critical success factors of ITIL implementation. Moreover, the ITIL
certification has helped a lot in attracting the staffs in attending the training and increasing their
skills.

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The above-mentioned critical success factor played a significant role in successful
implementation of ITIL in Victoria n state revenue office. The ITIL implemented helped the
SRO (State revenue office) in delivering a number of processes such as, service level
management, financial management, capacity management, release management and so on.
3. Task 3
The CSFs that affected the implementation of ITIL in JPMorgan Chase and Victorian
state revenue office includes a descriptive planning of the project, an effective project
management, proper maintenance and documentation of the objectives and goals of the project.
The common factors that affected the implementation of ITIL in JPMorgan Chase and
Victorian State revenue office are listed below-
1) Systemic approach to the implementation of the project and proper management
support greatly helped in implementation of the ITIL in the said organizations. This was essential
for maintaining a standard process in implementation of ITIL. Moreover, the implementation of
ITIL in both the organization was customer oriented which helped in providing a proactive IT
processes that were to be implemented in the ITIL (Cater-Steel, Toleman and Tan 2006).
2) Proper monitoring of the project was ensured that helped in successful implementation
of ITIL. Monitoring the project progress is essential to determine whether the project is fulfilling
the set goals and the objectives. Moreover, it is essential identifying the areas of improvement in
a project.
3) Both the organizations ensured proper training programs are arranged in order to
reduce the possibilities of employee resistance. Moreover, a proper training program increases

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the co-operation of the employees and adoption of the new process. Therefore, this factor also
helped in successful implementation of ITIL.
The non-common factors that affected the implementation of ITIL in the mentioned
organization are listed below-
1) A proper project management was undertaken by the Victorian state revenue office
whereas JPMorgan Chase undertook a proper project planning for successful implementation of
ITIL.
2) Both the organization followed a different implementation strategy in designing and
implementing the ITIL.
3) JPMorgan Chase ensured proper communication co-operation among the different
levels and members of the project management team.
The above-mentioned points include the common and non-common critical success
factors involved in successful implementation of ITIL in two organizations, JPMorgan Chase
and Victorian State Revenue Office.
4. Task 4
The implementation of ITIL has some defined critical success factors. The
implementation of ITIL in JPMorgan Chase and Victorian state revenue office also considered
certain critical success factors. Both the organizations had some common critical success factor
with the CSFs listed at the beginning of this report. The common CSFs includes a proper project
planning and management, proper monitoring of the project, setting a pre defined goal of the
project, proper scheduling of the project and imparting proper training programs to the staffs and

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employees of the organization (Gray 2006). This are the common critical success factors
associated with every projects and specifically deals with the implementation of ITIL in an
organization. Proper project management is essential for proper planning, initiation and the
implementation of the project. A proper project initiation requires setting up of a clear goal and
objective of a project and is considered as an important critical factor of the project.
Documenting the goals and objective is also essential for setting up a clear expectation from the
project an in maintaining a strategic approach in project management. After evaluating the
critical success factor for implementation of ITIL in JPMorgan Chase and the Victorian state
revenue office, it can be said that, they are definitely in line with the critical success factor of
ITIL implementation in the beginning of the project. The most important one among them is the
alignment of the project with the specific goals and objective of Information technology
Infrastructure library. The Critical Success factors identified from the IT governance literature
discusses the success factors of the ITIL implementation for different types and areas of ITIL
implementation (Pedersen et al. 2010). However, the CSFs identified in the discussed case study
are aligned with the specific goal of the organizations.
Conclusion
Therefore, from the above discussion, it can be concluded that, successful
implementation of Information Technology Infrastructure Library is important in today’s
business for streamlining the processes in an organization. It helps in building a stronger
alignment between the IT and the corresponding business. ITIL further helps in improving the
delivery of service and satisfaction of the customers. Furthermore, it helps in reducing the cost of
business processes by improving the utilization of the resources present in an organization. ITIL
helps in greater visibility of the IT costs and assets present in an organization. A successful

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implementation of ITIL helps in reducing and managing the business risk in a proper and
effective manner. ITIL is essential for defining a more stable service environment, which further
helps in supporting the constant change in business. The ITIL framework consists of five stages
consisting of 26 process areas that are already defined. The report discusses the critical factors
that are needed to be considered for successful Implementation of ITIL in an organization. The
report further discusses the critical success factors of ITIL implementation in two different
organizations JPMorgan Chase and Victorian State revenue office. The report further elaborates
the common and non-common critical factors of the two organizations discussed in this report.
Critical success factor is essential to be analyzed and evaluated in considering the overall success
of the project. The report concludes with the comparison among the identified critical success
factors and the critical success factors considered for the implementation of ITIL in JPMorgan
and Victorian State revenue office.