TBM Framework & Taxonomy

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ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

  • 1.  ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 01-25-2021 11:39

    I was recently asked about how the TBM Taxonomy compares to ServiceNow's Common Service Data Model (CSDM). I am sharing my response here. It is a limited response, but should provide a high-level understanding of how the two relate.

    Note that ServiceNow defines CDSM as "is a standard and consistent set of terms and definitions that span and can be used with all ServiceNow® products on the Now Platform®." As such, it is specific to ServiceNow's products and they do not propose it to be an industry standard, which is how we describe the TBM Taxonomy. (Obviously, Apptio incorporates the TBM Taxonomy into the Apptio TBM Unified Model, or ATUM™, which includes additional proprietary elements such as data definitions, report definitions and allocation logic, among others. But TBM Taxonomy is also used by the US Federal Government, state governments in various countries, and other entities who may not be using Apptio's products.)

    There is a lot in common between TBM Taxonomy and CSDM.  Specifically,
    Taxonomy v4.0 includes and describes the following elements that are included in CSDM 3.0: 

    • Business Capability, which would be synonymous with our Business Capability under Business Architecture (along with Business Process).

    • Business Application, synonymous to what we refer to via Solution Class of Application, which comes in Types for Business, Workplace, and Shared & Corporate, all of which could be considered "Business Applications" per CSDM

    • Business Service, synonymous to what we refer to via Solution Class of Service, which comes in a Types for Business, Workplace, and Shared & Corporate, all of which could be considered "Business Services" per CSDM

      • Note: CSDM Business Service Offering would be synonymous to our Offering layer underneath Solutions (which include a type for Service)

    • Technical Service, synonymous to what we refer to via Solution Class of Service, which comes in a Types for Delivery, Infrastructure, and Platform, all of which could be considered "Technical Services" per CSDM

      • Note: CSDM Technical Service Offering would be synonymous to our Offering layer underneath Solutions (which include a type for Service)

    The TBM Taxonomy does not specifically include:

    • Configuration Item (CI), which does not appear anywhere in the TBM Taxonomy but would be used in TBM models where appropriate.

    • Service Portfolio, which is not defined in the TBM Taxonomy but which we define in our framework/book/education as including the service pipeline (services in development), catalog (those available for consumption today) and retired (end of life, but often owned and maintained for compliance, archival or other reasons). We also recognize that portfolios come in various flavors, including product portfolios, project portfolios, portfolios of value streams, and more.

    Finally, note that CSDM does not define a taxonomy of specific categories or examples and is not designed for TBM or service costing purposes. While it shows the data relationships of the aforementioned objects, it does not appear to support a consumptive model, like we have with TBM models in Apptio (and supported by the TBM Taxonomy and ATUM).

    We believe that CSDM and TBM Taxonomy are complementary but designed to support different outcomes. If you use both, we'd love to hear how the two are working together and/or where there is conflict or a lack of clarity.



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    Todd Tucker
    VP, Standards and Education
    TBM Council
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  • 2.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 01-26-2021 18:02
    We are also seeing CSDM and TBM as complementary and are working in close alignment with our service management office to help support the benefits of each model. We have joined our forces and are using TBM as our framework and base for definition of our services and mapped, much like you have described above, to the CSDM model allowing our technical services to be used within Servicenow.

    Our next steps will be to determine:
    • how to do the same for business services/solutions/applications
    • where the book of record for services should be located allowing the repository to be managed by service owners
    • how to integrate with the application portfolio management component of Servicenow

    We are awaiting ingress/egress connectors to be available between Serrvice and Apptio allowing for greater ease of communication between the two toolsets.

    We have even started utilizing material to help demonstrate at a very high level how the two complementary models work together within our enterprise to support others like PMO and Architecture. Nothing detailed and simply flows showing supporting, feeding and a continuous circular cycle.

    Would be very interested in what others are doing, or plan on doing.

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    Melvin Baranyk
    Director, Technology Business Management
    The Canada Life Assurance Company
    Winnipeg MB
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  • 3.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 01-26-2021 19:11
    Edited by Steve Norman 01-26-2021 22:18
    We also see the CSDM and the TBM as complementary. A very enlightening presentation on this topic was given at ServiceNow Knowledge 2020 by @saskia Roukema, "Evolving from a basic CMDB to a CSDM model". This deck does not appear to be publicly available, and I will refrain from posting without the author's permission. The approach taken appears in line with your observations @Todd Tucker and are framed in the context of TBM Taxonomy 3.0.

    At JHI, we are renovating our CMDB in ServiceNow and working to ensure CSDM alignment via the recommended Crawl, Walk, Run, Fly phases of maturity. Simultaneously, we are working to understand our IT Infrastructure financials in much greater detail, moving from the basic finance view into a TBM aligned Products and Services view. We intend to construct our Business and Technical Service portfolios within ServiceNow according to TBM Taxonomy (Layers 1 through 3), with the last step being identification of our various offerings (Layer 4). There is much more to do in both areas but there is plenty of synergy in my view.​​​

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    Steve Norman
    Global Head of Enterprise Architecture
    Janus Henderson Investors
    Denver CO
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  • 4.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 01-27-2021 16:39
    Edited by Peter Stevenson 01-27-2021 16:40
    We are following a similar path to those described above, and are early in our development.  We are currently focussed on our Technical Service Offerings and considering whether we align Business Services and Offerings as well.

    Specifically, we have created a Portfolio called ATUM 4.0 (which we may chose to rename later) and defined two taxonomy nodes (Solution Type & Solution Category) against which we align the ATUM nodes.  Under this sits the ATUM defined Services, and finally we map our self-defined Offerings.

    I am keen to understand if others are setting up similar Portfolio structures within ServiceNOW using SPM, and if there are any pit-falls to be wary of in this approach?

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    Peter Stevenson
    Executive Manager Service Strategy 
    Commonwealth Bank of Australia
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  • 5.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 02-02-2021 05:48
    In the EMEA region we're working with a major multi-national to generate guidance and examples of how the two frameworks relate. We had to begin by pulling together the most pertinent definitions for each CSDM domain based on NOW documentation. A few domains have names that can be misinterpreted, and have been created as repositories for discovery and monitoring data:
    From there we began applying the CSDM hierarchy to the TBM hierarchy with examples.  Would love to receive all your thoughts and input on the following:

    That was a fairly straight forward example based on the CSDM services work posted by another company working on their NOW service architecture. Looking at a more complex target (ie. specific offerings within an Application Hosting service), the CSDM requires what TBM would consider "offerings" and potentially "offering sub-elements", to be broken into technical and application service offerings:
    This is also based on a published example from an existing NOW customer attempting to apply CSDM to their existing service architecture. As additional clarity, we've started to draft a direct mapping of some of the key TBM taxonomy v4 domains to the CSDM v2 domains:

    I suspecct there are some adjustment necessary here, any input and other examples are very welcome. There are many other use cases and examples we have yet to explore. From a technical perspective I wonder how much it could be possible to leverage the "Application Service" domain in the CSDM, to ingest a "logical representation of an application stack" that the domain is intended for, in order to quickly gather a total view of all towers/subs related to an application. Anybody have experience with this yet? Keep the discussion and experience flowing!   








     











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    Jack Bischof
    RVP, EMEA
    TBM Council
    Netherlands
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  • 6.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 02-02-2021 16:37
      |   view attached
    Thanks for the great post Jack. I have been mocking up the TBM Taxonomy 4.0 in a ServiceNow Developer instance, and attached document describes the approach using the SN Service Portfolio Management module. There are likely many ways to implement, but the described approach does yield the 4 layer hierarchy noted in the TBM Taxonomy and within ServiceNow results in the population of Business/Technical Services and Service Offerings.  Comments appreciated...


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    Steve Norman
    Global Head of Enterprise Architecture
    Janus Henderson Investors
    Denver CO
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    Attachment(s)



  • 7.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 02-04-2021 10:53
    Excellent example Steve - thank you so much! I agree, we will likely see multiple ways of implemeting the two frameworks. I had a couple questions based on your post:

    1. Does Janus use the Application Service or Application categories in the CSDM? These are made for automated discovery and logical mapping of applications, so am curious if you're using them and how well that links back to your portfolio approach.

    2. Do you use the Technical or Business Service Offering levels in CSDM to house "commitments" specific to different service levels and packaging options specific to services and applications?

    Trying to get a handle on how well the portfolio mapping approach works for organizations that 1) leverage NOW's discovery, application mapping and monitoring tools (or 3rd party) to populate those CSDM tables, and 2) use the Business Service Offering table in NOW to house separate SLA and other packaging options, along with business area and delivery areas.

    Any insight would be greatly appreciated!

    Thanks,
    Jack


    ------------------------------
    Jack Bischof
    RVP, EMEA
    TBM Council
    Netherlands
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  • 8.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 02-04-2021 16:07
    Thanks Steve - this is the same approach we are using SPM and aligning to ATUM 4.0.

    ------------------------------
    Peter Stevenson
    Executive Manager Strategy
    Commonwealth Bank of Australia
    Brisbane, QLD 4001
    +61 2 9378 2000
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  • 9.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 02-08-2021 10:59
    Edited by Marcus Kihlgren 02-08-2021 11:23
    Very interesting thread!
    We are currently exploring the area of implementing a standard TBM taxonomy in the ServiceNow CSDM model with a number of our customers. We are currently exploring the area and are now in the demo stage. Follows this thread with great interest.




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    Marcus Kihlgren
    Success Advisor
    ProCori
    +46 722200242
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  • 10.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 03-02-2022 02:20
    Likewise, our organization is going in this direction. Our model is more like ATUM 2.1, so it's a bit of a challenge.
    Excellent post!

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    Guillermo Cuadrado
    Senior Technical Manager
    Amadeus Data Processing GmbH
    Erding
    +49 8122433565
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  • 11.  RE: ServiceNow Common Service Data Model (CSDM) 3.0 vs. TBM Taxonomy 4.0

    Posted 03-03-2022 19:44
    Thanks, Todd, 

    We have a similar approach to what you have posted. One thing to note, in order to achieve some of the visualization and roll up ServiceNow customers will need to get a combination of products:

    1. ITSM (Base CMDB)
    2. Application Portfolio Management (APM) - this is part of ITBM but licenced separately 
    3. Strategic Portfolio Management (SPM formally known as IT Business Management (ITBM)) - this is where Financial buckets and cost roll-ups can be captured. 
    4. IT Asset Management (ITAM) - will help if you want to link and look at the vendor, license costs allocation vs consumed etc. 


    Of course, the above applies to customers who are not yet Apptio customers and are embarking on the TBM journey. 

    Regards, 


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    Kowsikaraman Pattabiraman
    Senior Service Delivery Manager
    Yarra Valley Water
    Greater Melbourne Area
    0411279069
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