IT self-services have gained momentum in more and more organizations in recent years. The rationale for IT self-services is the reduction of the IT personnel's workload in IT service production. However, prior research has shown that the realization of this anticipated benefit is not self-evident. Therefore, scholars have called for research leading to artifacts that guide IT operations at devolving service tasks to employees. In this paper, we present a visual notation for designing IT self-services. The meta-model of this visual notation includes the concepts and relationships in service blueprinting and extends these with concepts and relationships for IT self-service blueprinting. IT self-service blueprinting supports IT operations at analyzing the devolvement of service tasks at the design stage. The demonstration of the use of our visual notation proofs that the visual notation complies with the principles for cognitively effective visual notations.
A service can be viewed as a type of process representing a sequence of service tasks
that allow the production of the service (i.e., the outcome of the service process) itself
[
In IT services, the IT operations (i.e., operation of an organization’s IT
infrastructure) function of an organization takes the role of the service provider. The IT-related
outcomes (e.g., software, virtual machines, and containers) of IT services are produced
for the employees1 outside of IT operations. IT services must be considered as a
continuum bounded by two extremes: IT full-services/autonomous services and IT
selfservices [
In recent years, a vast number of organizations has substituted phone and e-mail
contact with IT self-services to reduce the workload of the IT personnel in IT service
production [
In this paper, we present a visual notation for IT self-service design. IT operations can use this visual notation to design IT self-services in which the IT personnel’s workload is reduced compared to service processes in which all the service tasks are performed by the IT personnel. Based on an IT self-service blueprint, IT operations can analyze potential fail points and their impacts on the IT personnel’s workload in an IT self-service. In addition, solutions to these fail points can be identified and specified in the IT self-service blueprint. IT self-service blueprinting enables IT operations to conduct these analyses before the cost-intensive implementations of IT self-services. The visual notation can be part of a method guiding IT operations at devolving IT services to employees. 2 2.1
From an IT operations perspective, the rationale for IT self-services is freeing the IT personnel from performing routine, recurrent service tasks. By devolving the routine and recurrent service tasks to the employees, IT operations aims for reducing the IT personnel’s workload in IT self-services.
However, the research results of a multiple-case study demonstrate that the
realization of this anticipated benefit is not self-evident [
The lack of service production control in IT self-services is rooted in capability gaps
and free IT self-service outcomes. Capability gaps will arise, if the employees do not
possess the capabilities required to perform the devolved service tasks correctly. A free
IT self-service outcome is an IT self-service outcome that can be ordered by the
employees in the IT self-service, but whose production cost is not charged to these
employees. A free IT self-service outcome will cause the lack of service production control
in IT self-services, if it relies on IT resources (e.g., central processing unit (CPU),
memory, and storage) that are limited in their amount to IT operations and its increase
comes with cost. Based on the IT self-service outcome, IT self-services can be
classified into [
To establish a sufficient level of service production control in IT self-services, IT operations must adopt one or more solutions comprising a set of behavioral patterns. We identified five behavioral patterns, whose adoptions in various combinations form solutions to the lack of service production control in IT self-services: chargeback and limitation (i.e., cost of producing IT services is allocated to the requesting employees or organizational functions), standardization of the IT self-service (i.e., reduction of the employees’ options to customize the IT self-service outcome), authorization of service requests (i.e., review of the service request to approve or reject service production), showback (i.e., employees are informed, but not charged, about the cost of producing IT services), and training and support (i.e., employees are supported at performing the service tasks correctly and are provided with the required capabilities). 2.2
Service operations research has introduced several visual notations for designing
services [
Service blueprinting [
Service blueprinting supports the specification of action flows representing the sequences of actions by different categories of actors in a service process. Actor categories are customer, onstage personnel (i.e., service personnel that has face-to-face contact with the customer), backstage personnel/systems (i.e., service personnel or system that performs actions invisible to the customer), support personnel/systems (i.e., service personnel or system to which the customer has no contact, but that performs actions required for the service to be produced), and management (i.e., service managers that are responsible for planning, managing, and controlling). In a service blueprint, the actor categories are separated by four horizontal lines: line of interaction (i.e., separation between customer actions and onstage personnel actions), line of visibility (i.e., separation between onstage personnel actions and backstage personnel/systems actions), line of internal interaction (i.e., separation between backstage personnel/systems actions and support personnel/systems actions), and line of implementation (i.e., separation between support personnel/systems actions and management actions). A communication flow, which represents the flow of communication between the actor categories, can be specified using service blueprinting.
Props and physical evidences that are all the tangibles with which the customer interacts during the service process must be specified in a distinct area, which is separated from the customer actions by another horizontal line.
For actions that can fail when performed, service blueprinting supports the assignment of fail points. Numerous fail points can be assigned to an action. For each fail point, a subprocess must be specified that solves this potential failure.
Service blueprinting is not only for designing services, but also for analyzing services. For each action, the standard execution time and maximum execution time that is tolerated by the customers before lowering their assessments of service quality must be defined. Based on this information, the request fulfillment manager can determine the standard execution time of the service process and how much that time will increase, if fail-safe subprocesses must be performed. 2.3
In order to evaluate the presented approach, notation quality criteria are applied. Major
work on the quality of visual notations is provided by Moody with his article “Physics
of Notations” [
This study focusses on the second quality criterium “comprehensibility
appropriateness” that is well addressed by the nine principles for visual notations proposed by
Moody [
Though mainly addressing “comprehensibility appropriateness”, some of Moody’s principles can be mapped to the other quality criteria of SEQUAL. The principle “semiotic clarity” can be mapped to “domain appropriateness” when it comes to missing graphical symbols (i.e., symbol deficit) or graphical symbols that are not linked to the domain (i.e., symbol excess). Comprehensibility is affected when multiple graphical symbols represent the same concept (i.e., symbol redundancy) or one graphical symbol represents several concepts (i.e., symbol overload). The principles “semantic transparency” and “cognitive fit” depend on the specific knowledge of the model users and thus address the quality criteria of “participant appropriateness” and “modeler appropriateness”.
The principle “graphic economy” requires a definition of what is a large number of
different graphical symbols. Moody defines this number to be six [
As a result of the discussions in section 2, we developed a new visual notation for designing IT self-services, whose meta-model includes not only the concepts and relationships in service blueprinting (see section 2.2), but also the concepts and relationships that are relevant to the design of IT self-services (see section 2.1).2
The visual notation of IT self-service blueprinting was developed taking into account Moody’s nine principles for cognitively effective visual notations (see section 2.3).3 We demonstrated the use of the visual notation in one case (i.e., IT self-service), which was analyzed as part of a multiple-case study, to proof its feasibility. In section 4, the documentation of the outcome of this demonstration is presented. Furthermore, in section 4, we describe how the visual notation of IT self-service blueprinting works (i.e., graphical symbols used to represent the underlying concepts). The documentation (i.e., IT self-service blueprint) of the outcome of our demonstration is depicted by Fig. 1. The different areas and graphical symbols of the IT self-service blueprint are described in the following. 2 The meta-model of IT self-service blueprinting can be obtained from GitHub: https://github.com/Floble/IT-Self-Service-Blueprinting/blob/master/VPProjects/SelfService%20Meta-Model.jpg. The white colored concepts represent the concepts in service blueprinting. The blue colored concepts represent the concepts that are relevant to the design of IT self-services (see section 2.1). 3 The visual notation of IT self-service blueprinting was implemented as a custom library for the cloud-based modeling tool draw.io. This custom library can be obtained from GitHub: https://github.com/Floble/IT-Self-Service-Blueprinting/tree/master/VisualNotation. The IT self-service blueprint is separated into two main areas by the line of interaction (see (1) in Fig. 1): employee area (light gray) and IT operations area (dark gray). While the service tasks that are performed by the employees are above the line of interaction, the service tasks that are performed by IT operations are below the line of interaction. The IT operations area includes the service tasks performed by IT onstage personnel, IT backstage personnel/systems, IT support personnel/systems, and IT management (see section 2.2). In the IT self-service blueprint, the IT personnel is separated by the line of visibility (see (2) in Fig. 1), line of internal interaction (see (3) in Fig. 1), and line of implementation (see (4) in Fig. 1). IT systems with which the employees interact during the IT self-service are in the employee area but are separated from the employee actions by a horizontal line (see (5) in Fig. 1).
In the lower left corner of the IT self-service blueprint, the class of the IT self-service is specified (see (6) in Fig. 1). As depicted by Fig. 2, each IT self-service class (see section 2.1) is represented by an icon.
The left side of the IT self-service blueprint, which is separated by a vertical line, shows the license terms that restrict the employees’ usage of the IT self-service outcome (see (7) in Fig. 1 and Fig. 3). If the employees are aware (unaware) of the usage restrictions, the license terms must be in the employee (IT operations) area.
The IT resources on which the IT self-service outcome relies are in the right side of the IT self-service blueprint that is separated by a vertical line (see (8) in Fig. 1 and Fig. 3). IT resources that are provided and managed by IT operations are in the IT operations area. In contrast, the IT resources that are in the employee area are provided and managed by the employees or organizational functions. A click on the icon that is in the upper left corner of the IT self-service blueprint (see (9) in Fig. 1) opens a sub-model depicting the capabilities possessed by the employees. If employees, which possess similar capabilities but belong to different organizational functions, are involved in the IT self-service, the employees must be grouped, and the possessed capabilities are depicted by only one sub-model (see Fig. 4 a)). Actions are also linked to capability sub-models (same symbol as for the service but within the respective action symbol, see Fig. 1). The action’s sub-model depicts the capabilities required to perform this action correctly (see Fig. 4 b)). The level, to which a specific capability is required, is specified in the upper right corner of the capability’s graphical symbol (see Fig. 4). It ranges from 0.25 to 1.0 in increments of 0.25. The three icons at the bottom of the sub-model in Fig. 4 allow to navigate between sub-models and return to the main model depicting the action flow (see Fig. 1). Actions are connected with each other by arrows indicating the flow of action (see Fig. 5). Fail points are assigned to actions by dotted arrows (see Fig. 5). A click on the icon that is in the upper right corner of a fail point’s graphical symbol opens the fail point’s sub-model depicting the solutions to this fail point (see Fig. 8). Each fail point is classified by an icon that is in the upper left corner of the fail point’s graphical symbol (see Fig. 8). Fig. 6 depicts the icons for classifying the fail points (see section 2.1).
A solution to a fail point comprises the adoption of one or more behavioral patterns (see section 2.1). The behavioral patterns are depicted by the sub-model of the fail point (see Fig. 8).
The icon in the upper left corner of a behavioral pattern’s graphical symbol classifies the behavioral pattern (see Fig. 8). As depicted by Fig. 7, there are five different classes of behavioral patterns (see section 2.1).
In this paper, we present a visual notation for designing IT self-services. This visual
notation supports IT operations at analyzing the devolvement of service tasks at the
design stage. It thereby contributes to the filling of an important research gap in
information systems and service operations research [
The presented visual notation for IT self-service design complies with the principles
for cognitively effective visual notations suggested by Moody [
ing complexity metrics.
The need for different visual dialects for different tasks and/or audiences must be evaluated in the future.
So far, the use of the developed visual notation has been demonstrated in one case. Although such a demonstration can be considered as a preliminary evaluation, a true evaluation of the visual notations must be conducted in the future.