Financial Management for IT Services: Difference between revisions
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<meta name="description" content="→ See also Financial Management ITIL V3. Process Objective: ... ensures the most economical usage of IT Financial resources and charges clients ..." /> | |||
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Image:ITIL-Wiki-deutsch.jpg|right|ITIL V2 Financial Management for IT Services | Image:ITIL-Wiki-deutsch.jpg|right|ITIL V2 Financial Management for IT Services | ||
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'''ITIL Version''': ITIL V2 '''→''' see also '''[[Financial Management|Financial Management - ITIL V3]]''' | '''ITIL Version''': ITIL V2 '''→''' see also '''[[Financial Management|Financial Management - ITIL V3]]''' | ||
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'''Process-Objective''': Financial Management for IT Services ensures the most economical usage of IT Financial resources and charges clients for the provision of IT Services. During this, a balanced relationship between quality and costs must be achieved whilst taking into account the [[ | '''Process-Objective''': Financial Management for IT Services ensures the most economical usage of IT Financial resources and charges clients for the provision of IT Services. During this, a balanced relationship between quality and costs must be achieved whilst taking into account the [[Service Level Management - ITIL V2#Client|client's]] requirements. The carrying out of the regular [[ITIL_Process_Chains#Planning_the_IT_Budget|budget planning]] and the clearance of approved financial means is also one of Financial Management's tasks. | ||
'''Part of''': [[Service Delivery]] | '''Part of''': [[Service Delivery]] | ||
'''Process Owner''': [[ | '''Process Owner''': [[#Financial-Manager-ITIL-V2|Financial Manager for IT Services]] | ||
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==Sub-Processes== | ==Sub-Processes== | ||
[[Image:overview_fm.jpg| | [[Image:overview_fm.jpg|thumb|554px|none|link=https://wiki.en.it-processmaps.com/index.php/File:Overview_fm.jpg|Overview of Financial Management for IT Services]] | ||
'''Define Structures for Financial Management''' | |||
*Process objective: Define the structures necessary for the management of financial planning data and costs, as well as for the allocation of costs to IT Services. | |||
'''Carry out Budget Planning Session''' | |||
*Process objective: Carrying out the budget planning session for a particular planning period, taking into account the interests of business and IT organization, so that the best possible use is made of the available financial resources. | |||
'''Operational Administration of IT Budget''' | |||
*Process objective: Monitoring of the actual usage of the IT budget, so that only previously planned expenditures are made; handling of unforeseen budget requirements. | |||
'''Allocate Costs for the Provision of IT Services''' | |||
*Process objective: Allocation of the costs incurred within the IT organization, so that these can be apportioned to the individual IT Services. | |||
'''Issue Invoice for IT Services''' | |||
*Process objective: Issuing of an invoice for the provision of IT Services and transmission of this invoice to the client. | |||
'''Carry out Financial Management Reporting''' | |||
*Process objective: Reporting on planned/ actual figures regarding costs for providing IT Services, revenues, and IT budget, as well as on identified potentials for cost-optimization. | |||
'''Optimize Costs of Providing IT Services''' | |||
*Process objective: Identification of potentials for cost-optimization with regards to the provision of IT services. | |||
==Involved Roles== | ==Involved Roles== | ||
* | *'''<span id="Financial-Manager-ITIL-V2">Financial Manager</span>''': In ITIL V2 the Financial Manager ensures the most economical usage of the IT Financial resources and the invoicing of clients for the provision of IT Services. During this a balanced relationship between quality and costs must be achieved by means of the incorporation of client requirements. His tasks also comprise the carrying out of the regular budgetary planning and the clearance of approved financial means. | ||
==Related Checklists and KPIs== | ==Related Checklists and KPIs== | ||
==== KPIs ==== | ====KPIs==== | ||
*[[KPIs Financial Management for IT Services|Key Performance Indicators "Financial Management for IT Services" according to ITIL]] | *[[KPIs Financial Management for IT Services|Key Performance Indicators "Financial Management for IT Services" according to ITIL]] | ||
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[[Category:ITIL V2]][[Category:ITIL process]][[Category:Service Delivery|Financial Management - ITIL V2]][[Category:Financial Management]] | [[Category:ITIL V2]][[Category:ITIL process]][[Category:Service Delivery|Financial Management - ITIL V2]][[Category:Financial Management]] | ||
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Latest revision as of 18:58, 4 February 2016
ITIL Version: ITIL V2 → see also Financial Management - ITIL V3
Process-Objective: Financial Management for IT Services ensures the most economical usage of IT Financial resources and charges clients for the provision of IT Services. During this, a balanced relationship between quality and costs must be achieved whilst taking into account the client's requirements. The carrying out of the regular budget planning and the clearance of approved financial means is also one of Financial Management's tasks.
Part of: Service Delivery
Process Owner: Financial Manager for IT Services
Sub-Processes
Define Structures for Financial Management
- Process objective: Define the structures necessary for the management of financial planning data and costs, as well as for the allocation of costs to IT Services.
Carry out Budget Planning Session
- Process objective: Carrying out the budget planning session for a particular planning period, taking into account the interests of business and IT organization, so that the best possible use is made of the available financial resources.
Operational Administration of IT Budget
- Process objective: Monitoring of the actual usage of the IT budget, so that only previously planned expenditures are made; handling of unforeseen budget requirements.
Allocate Costs for the Provision of IT Services
- Process objective: Allocation of the costs incurred within the IT organization, so that these can be apportioned to the individual IT Services.
Issue Invoice for IT Services
- Process objective: Issuing of an invoice for the provision of IT Services and transmission of this invoice to the client.
Carry out Financial Management Reporting
- Process objective: Reporting on planned/ actual figures regarding costs for providing IT Services, revenues, and IT budget, as well as on identified potentials for cost-optimization.
Optimize Costs of Providing IT Services
- Process objective: Identification of potentials for cost-optimization with regards to the provision of IT services.
Involved Roles
- Financial Manager: In ITIL V2 the Financial Manager ensures the most economical usage of the IT Financial resources and the invoicing of clients for the provision of IT Services. During this a balanced relationship between quality and costs must be achieved by means of the incorporation of client requirements. His tasks also comprise the carrying out of the regular budgetary planning and the clearance of approved financial means.
