Change management automation tool

• US 8,713,146 B2
• Filed: 03/27/2009
• Issued: 04/29/2014
• Est. Priority Date: 03/27/2009
• Status: Active Grant

• Current Assignee: PayPal, Inc. (PayPal Holdings, Inc.)
• Original Assignee: eBay Inc.
• Inventors: Pedersen, Sean M
• Primary Examiner(s): Daftuar, Saket K
• Application Number:
  US12/413,301
• Publication Number:
  US 20100251247A1
• Time in Patent Office: 1,859 Days
• Field of Search: 709/223, 709/201, 709/202, 709/203, 709/217, 709/218, 709/219, 709/224, 709/245, 709/246, 709/248, 709/205, 709/206, 709/225, 709/227, 718/102, 718/103, 718/104, 718/105, 718/100, 705/300, 705/301, 705/305, 705/30, 705/32, 705/7.13, 705/7.14, 705/7.16, 705/7.21, 705/7.36, 715/748, 715/751
• US Class Current: 709/223
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: H04L 12/2801 Broadband local area networks
• CPC Class Codes: H04L 41/00 Arrangements for maintenance, administration or management of data switching networks, e.g. of packet switching networks
• CPC Class Codes: H04L 41/046 comprising network management agents or mobile agents therefor
• CPC Class Codes: H04L 41/048 mobile agents
• CPC Class Codes: H04L 41/0654 using network fault recovery ring fault isolation or reconfiguration in loop networks without recovery actions by a network management system H04L12/437
• CPC Class Codes: H04L 41/0803 Configuration setting
• CPC Class Codes: H04L 41/0806 for initial configuration or provisioning, e.g. plug-and-play
• CPC Class Codes: H04L 41/0813 characterised by the conditions triggering a change of settings
• CPC Class Codes: H04L 41/082 the condition being updates or upgrades of network functionality
• CPC Class Codes: H04L 43/00 Arrangements for monitoring or testing data switching networks
• CPC Class Codes: H04L 51/00 User-to-user messaging in packet-switching networks, transmitted according to store-and-forward or real-time protocols, e.g. e-mail
• CPC Class Codes: H04L 51/04 Real-time or near real-time messaging, e.g. instant messaging [IM]
• CPC Class Codes: H04L 51/046 Interoperability with other network applications or services
• CPC Class Codes: H04L 65/40 Support for services or applications
• CPC Class Codes: H04L 65/403 Arrangements for multi-party communication, e.g. for conferences data switching systems for conference H04L12/18; arrangements for connecting several subscribers to a common circuit, i.e. affording conference facilities H04M3/56; television conferencing systems H04N7/15
• CPC Class Codes: Y02P 90/80 Management or planning

Abstract

A change management system for an IT environment or other enterprise level environment may comprise a server comprising memory and a controller. A change management application comprising machine readable instructions may be stored in the memory. The change management application may be arranged to perform the following steps: receive a plurality of work orders via a network to be performed during a maintenance period, concatenate the plurality of work orders to generate a master plan for performing the work orders during the maintenance period, and receive status updates for the work orders during the maintenance period down to the individual step level. A display may display a view of the master plan during the maintenance period. The view may include information related to the work orders and a status of the work orders. The status may be updated automatically based on status updates received by the change management application.

Claims

1. A system for managing change or maintenance of an information technology (IT) environment, the system comprising:

a server comprising a memory and a controller;

a change management application comprising machine readable instructions stored in the memory, wherein the change management application, when executed, causes the controller to perform a method comprising;

receiving a plurality of work orders, wherein the plurality of work orders comprise all work orders to be performed during a change or maintenance period for the IT environment, and wherein the plurality of work orders each comprise one or more individual steps to be performed in association with the corresponding work order, the individual steps each having a respective sequence and duration;

adjusting a start time and end time of each of the individual steps according to its respective sequence and duration;

concatenating the plurality of work orders to generate a single page plan of all work orders to be performed during the change or maintenance period, wherein the concatenating comprises;

(i) ordering the individual steps from the plurality of work orders according to the adjusted start time and end time of the individual steps and (ii) generating a notification upon identification of a conflict between at least two of the individual steps being ordered so that affected personnel can address the conflict;

tracking each of the individual steps that is completed during the change or maintenance period; and

updating a degree of completion for each of the work orders in response to completion of corresponding one or more of the individual steps during the change or maintenance period; and

a display for displaying a change manager view of the single page plan of all work orders being performed during the change or maintenance period, the change manager view including information indicative of the degree of completion for a selected one or more of the work orders, the information being updated during the change or maintenance period.

2. The system of claim 1, wherein the change manager view comprises a graph or bars representing the degree of completion for the selected one or more of the work orders.

3. The system of claim 1, wherein the tracking each of the individual steps comprises receiving inputs by users in the change management application, the inputs each indicating completion of a corresponding one of the individual steps.

4. The system of claim 3, further comprising one or more technician stations remote from the server and configured to communicate with the server via network, wherein the inputs by the users are received from the one or more technician stations.

5. The system of claim 1, wherein the information comprises percent completion.

6. The system of claim 1, wherein access to the change management application is restricted based on each user.

7. The system of claim 6, wherein the restricted access is for access to specific work orders.

8. The system of claim 1, wherein the method further comprises receiving a selection of one or more of the individual steps to exclude from the adjusting of the start and end time.

18. The system of claim 1, wherein the method further comprises tracking down and up times of the IT environment.

19. The system of claim 1, wherein at least one of the individual steps comprised in at least one of the work orders is automatically generated from a template.

9. A method of managing change or maintenance of an information technology (IT) environment, comprising:

receiving a plurality of work orders at a computer, wherein the plurality of work orders comprise all work orders to be performed during a change or maintenance period for the IT environment, and wherein the plurality of work orders each comprise one or more individual steps to be performed in association with the corresponding work order, the individual steps each having a respective sequence and duration;

adjusting a start time and end time of each of the individual steps according to its respective sequence and duration;

concatenating, by the computer, the plurality of work orders to generate a master plan of all work orders to be performed during the change or maintenance period, wherein the concatenating comprises;

(i) ordering the individual steps from the plurality of work orders according to the adjusted start time and end time of the individual steps and (ii) generating a notification upon identification of a conflict between at least two of the individual steps being ordered so that affected personnel can address the conflict;

tracking each of the individual steps that are completed during the change or maintenance period;

updating a degree of completion for each of the work orders in response to completion of corresponding one or more of the individual steps during the change or maintenance period; and

displaying, by the computer on a display, a change manager view of the master plan of all work orders being performed during the change or maintenance period, the change manager view including information indicative of the degree of completion for a selected one or more of the work orders, the information being updated during the change or maintenance period.

10. The method of claim 9, wherein the change manager view comprises a graph.

11. The method of claim 9, wherein the tracking each of the individual steps comprises receiving inputs by users in the change management application, the inputs each indicating completion of a corresponding one of the individual steps.

12. The method of claim 11, wherein the inputs by the users are received from one or more technician stations remote from the computer and configured to communicate with the computer via network.

13. The method of claim 9, wherein the information comprises percent completion.

14. The method of claim 9, wherein access to the change management application is restricted based on each user.

15. The method of claim 14, wherein the restricted access is for access to specific work orders.

16. The method of claim 9, wherein the change manager view comprises bars representing the degree of completion for the selected one or more of the work orders.

17. The method of claim 9, further comprising receiving a selection of one or more of the individual steps to exclude from the adjusting of the start and end time.

20. The method of claim 9, further comprising tracking, by the computer, down and up times of the IT environment.

21. The method of claim 9, wherein at least one of the individual steps comprised in at least one of the work orders is automatically generated from a template.