Implement an IT Chargeback System
Explain IT costs in ways that matter to the business.
Onsite Workshop
Fail to implement IT chargeback effectively and you will:
- Continue to charge for IT services using technical cost drivers that the business does not understand or acknowledge, resulting in significant pushback.
- Frustrate business owners who will continue to purchase external services without consulting IT, resulting in more shadow IT.
- Continue to be seen as a cost center, rather than a business partner.
Perform the IT chargeback workshop and you will:
- Develop a chargeback model that brings transparency to the flow of IT costs through to business value.
- Bring transparency to IT spending.
- Hold business units accountable for IT service costs and usage.
- Recover IT costs fairly from those that benefit from them.
Module 1: Kick-Off IT Chargeback
The Purpose
- Make the case for IT chargeback.
- Identify the current and target state of chargeback maturity.
- Establish a chargeback governance model.
Key Benefits Achieved
- Investigated the benefits and challenges of implementing IT chargeback.
- Understanding of the reasons why traditional chargeback approaches fail.
- Identified the specific pathway to chargeback success.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Investigate the benefits and challenges of implementing IT chargeback |
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| 1.2 | Educate business owners and executives on IT chargeback |
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| 1.3 | Identify the current and target state of chargeback maturity |
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| 1.4 | Establish chargeback governance |
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Module 2: Develop the Chargeback Model
The Purpose
- Develop a chargeback model.
- Identify the customers and user-facing services.
- Allocate IT costs.
- Determine chargeable service units.
Key Benefits Achieved
- Identified IT customers.
- Identified user-facing services and generated descriptions for them.
- Allocated IT costs to IT services.
- Identified meaningful, measurable, and manageable chargeback service units.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Identify user-facing services and generate descriptions |
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| 2.2 | Allocate costs to user-facing services |
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| 2.3 | Determine chargeable service units and pricing |
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| 2.4 | Track consumption |
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| 2.5 | Determine service charges |
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Module 3: Communicate IT Chargeback
The Purpose
- Communicate the implementation of IT chargeback.
- Establish a process for recovering the costs of IT services from business units.
- Share the financial results of the charge cycle with business owners.
Key Benefits Achieved
- Managed the transition to charging and recovering the costs of IT services from business units.
- Communicated the implementation of IT chargeback and shared the financial results with business owners.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Create a communication plan |
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| 3.2 | Deliver a chargeback rollout presentation |
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| 3.3 | Establish a process for recovering IT costs from business units |
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| 3.4 | Share the financial results from the charge cycle with business owners |
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Module 4: Review the Chargeback Model
The Purpose
- Gather and analyze feedback from business owners on the chargeback model.
- Make necessary modifications to the chargeback model and communicate implications.
Key Benefits Achieved
- Gathered business stakeholder feedback on the chargeback model.
- Made necessary modifications to the chargeback model to increase satisfaction and accuracy.
- Managed changes by communicating the implications to business owners in a structured manner.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Address stakeholder pain points and highly disputed costs |
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| 4.2 | Update the chargeback model |
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| 4.3 | Communicate the chargeback model changes and implications to business units |
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