# Patent

## Title
Business method for quality assurance of services

## Abstract

The quality of information technology services provided by an organization to a customer is assured. Assurance reviews of a first solution are performed and a second solution is defined to correct deficiencies. A third assurance review is performed. Customer commitment to the second solution is obtained. A readiness review, a project management review, and a deliverable readiness review are performed assuring customer need satisfaction.

## Background
TECHNICAL FIELD
The invention relates to business methods for assuring quality services and particularly to delivering information technology services which have a high quality assurance.
BACKGROUND OF THE INVENTION
Providing information technology services has become an important part of business activity. Businesses recognize that having high quality information technology services are essential to operating their businesses in a competitive fashion. Various service providing companies compete with each other in formulating bidding for and delivering these services to their own and other companies. It is therefore also essential that these formulating, bidding for, and delivering aspects of the information technology service be carried out with high quality if a service providing company is to be successful in this competitive area.
While quality techniques have been applied in the operation of various businesses, including primarily hardware manufacture, little attention has been directed to quality processes in the service business area. Keane, in U.S. Pat. No. 5,737,581 describes a product flow monitoring system including quality assurance measures. Turnbull, in U.S. Pat. No. 5,208,765 describes a method and structure of a product development monitoring system in which the process is divided into stages including quality assurance. Stapleton, in U.S. Pat. No. 5,537,483 describes a quality assurance feature of an image processing system. Ertel in U.S. Pat. No. 5,307,262 describes a data quality review method and system in the health care environment. Tucker et al. in U.S. Pat. No. 5,432,218 describe determining quality levels for fabrication and assembly designs of a manufactured product. Motai et al. in U.S. Pat. No. 5,644,493 describe forming a quality control instruction table on the basis of a manufacturing drawing of the product. Miyakawa et al. in U.S. Pat. No. 5,717,598 describe a manufacturability evaluation method to be employed while designing an article.
Unfortunately, none of the above quality systems apply to assuring the quality of solutions in the service industry or more particularly in the information technology service industry.
Information technology services include but are not limited to, selecting and providing workstation hardware, software operating systems and applications, server hardware and software, network and communication hardware and software, installation and maintenance of the above hardware and software, help desk pperation, user training and education, on site and remote support, providing personnel and management to perform the above tasks. The services may also include developing, installing and maintaining a custom application for a customer.
In accordance with the teachings of the present invention, there is defined a new method of assuring the quality of a services solution.
It is believed that such a method would constitute a significant advancement in the art.
OBJECTS AND SUMMARY OF THE INVENTION
It is therefore a principal object of the present invention to enhance the service solution providing art by providing a quality assurance method for formulating, proposing, and delivering such services in a high quality manner.
It is another object to provide such a method wherein the profit objectives of the providing business are met.
It is yet another object to provide such a method wherein the customer need is satisfied.
These and other objects are attained in accordance with one embodiment of the invention wherein there is provided a method for a services solution, comprising the steps of, defining a first solution by a provider having a business objective, for a customer having a need, performing a first assurance review of the first solution to determine whether the first solution is technically viable, deliverable, and includes technical risk identification, assessment, and containment plans, performing a second assurance review of the first solution to determine whether the first solution includes complete schedules, a complete cost and profit case, and the first solution satisfies both the provider business objectives and the customer need, defining a second solution by the provider, by correcting any deficiencies identified in the first or second assurance reviews, thereafter, performing a first readiness review of the second solution to identify new issues or risks which arose during the obtaining customer commitment step, determine whether delivery plans are established, and establish baselines for performance and the profit case, periodically performing a project management review to verify the second solution is being managed as defined, meeting the profit case, and meeting the customer need, and thereafter, performing a deliverable readiness review to verify that the second solution has been delivered to the customer and that the second solution satisfies the customer need.



BRIEF DESCRIPTION OF THE DRAWING
The FIGURE shows a flowchart of a method of assuring quality in accordance with the present invention.



BEST MODE FOR CARRYING OUT THE INVENTION
For a better understanding of the present invention, together with other and further objects, advantages and capabilities thereof, reference is made to the following disclosure and the appended claims in connection with the above-described drawing.
In the FIGURE there is shown a flowchart describing the steps of a preferred embodiment of the present invention. Although the steps are shown in serial fashion for ease of explanation, there is no sequential limitation implied other than indicated in the appended claims. In addition some steps may be optional.
In step 12 a first solution for a customer need is defined by a provider business having a business objective. The customer need is preferably a need for information technology services by a company as explained above. The first solution defines the services, hardware, and software which will be provided to satisfy the customer need. The business objective includes a profit target but may also include overall revenue, hardware and software sales, personnel utilization, market share, and new business.
In step 14a first assurance review of the first solution is performed. This review and all subsequent reviews is defined for the purpose of this specification to mean conducting a meeting to inspect, view, examine, or the like, written materials. The meeting may be held in person at a scheduled time and place but may also be held by teleconference, videoconference, or via a computer network or internet connection of the participants. Written materials may include text, graphs, figures, pictures, or video whether in hardcopy printed form or stored in computer readable form or in a format suitable for presentation. This first assurance review determines whether the first solution is technically viable. Technical experts may be called upon to evaluate the first solution in light of the needs of the customer and take positions on the technical feasibility and soundness of the solution. This review also determines deliverability which is taken to mean the ability to deliver the first solution on the planned schedule using the financial and personnel resources identified in the first solution. This review also includes a technical risk identification with appropriate assessment and containment plans. Technical experts may also be used in this part of step 14.
In step 16a second assurance review of the first solution is performed. This second assurance review has a business emphasis in contrast to the first review just described which has a technical emphasis. During this second assurance review, it is determined whether the first solution includes complete and acceptable schedules and definition of work scope, and a complete and acceptable cost and profit case including contingencies and business risk. Whether the first solution satisfies both the provider business objectives and the customer need is also determined in the second assurance review of step 16.
In step 18a second solution is defined by the provider. Any deficiencies in the first solution identified in steps 14 and 16 are corrected in this second solution. Correction may involve revisions to the scope or schedules for services as specified in the first solution of step 12.
In step 20, which is optional, a third assurance review is performed. The purpose of this review is to determine whether the second solution defined in step 18 properly corrects the deficiencies identified in steps 14 and 16. Depending on the number or seriousness of these deficiencies this review can be as extensive as the first and second reviews or it can be brief or completely eliminated if for example only minor deficiencies were identified.
In step 22a commitment is obtained from the customer to the second solution. This commitment may take the form of a signed contract to purchase the services defined in the second solution. It may also be a statement of intent, letter of authorization, or other type of business commitment satisfactory to the provider.
In step 24a first readiness review of the second solution is performed to identify new issues or risks which were not part of the second solution but which arose thereafter, for example during step 22 of obtaining customer commitment. It is also determined whether delivery plans are established. Delivery plans include plans for project management, schedules, and available resources. Delivery plans may also include plans for communication, organization, tracking, change control, and reporting. Baselines for performance and profit are also established in step 24. A baseline is a measure of the expected level based on the second solution plans.
In step 26a project management review is performed periodically to verify that the second solution is being managed as defined, that it is meeting the profit case and that it continues to meet the customer need. The frequency of performing this review may vary widely depending on the results of step 24 and any previously performed project management reviews.
In step 28a deliverable readiness review of the second solution is performed to verify that the second solution has been delivered to the customer and that the second solution satisfies the customer need. This step is normally performed by experts in the subject matter of the second solution and may include inspection of project files and interviews with key supplier and customer personnel.
While there have been shown and described what are at present considered the preferred embodiments of the invention, it will be obvious to those skilled in the art that various changes and modifications may be made therein without departing from the scope of the invention as defined by the appended claims.

## Claims

1. A quality assurance method for an information technology services solution, comprising the steps of:
defining a first information technology services solution by a provider having a business objective for a customer having a need; 
electronically performing a first assurance review of said for solution to determine whether said first solution is technically viable, deliverable, and includes technical risk identification, assessment, and containment plans; 
electronically performing a second assurance review of said first solution to determine whether said first solution includes complete schedules, a complete cost and profit case, and said first solution satisfies both provider business objectives and said customer need; 
defining a second information technology services solution by said provider, by correcting any deficiencies identified in said first assurance review with respect to whether said first solution is technically viable, deliverable, and includes technical risk identification, assessment, and containment plans, and by correcting any deficiencies identified in said second assurance review respect to whether said first solution includes complete schedules, a complete cost and profit case, and said first solution satisfies both provider business objectives and said customer need; 
obtaining a customer commitment to said second solution; 
thereafter, performing a first readiness review of said second solution to identify new issues or risks which arose during said obtaining customer commitment step, determine whether delivery plans are established, and establish baselines for performances and said profit case; 
if said first ready this review has determined that said delivery plans are established then periodically performing a project management review to verify said second solution is being managed as defined, meeting said profit case, and meeting said customer need; and 
if said project management review has verified that said second solution is being managed as defined, meeting said profit case, in meeting said customer need then thereafter, performing a deliverable readiness review to verify that said second solution has been delivered to said customer and that said second solution satisfies the customer's need.

2. The method set forth in claim 1, further comprising the steps of;
performing a third assurance review of said second solution to determine whether said deficiencies have been satisfactorily corrected; and 
if said third assaurance revise has determined that said deficiencies have satisfactorily connected then obtaining a commitment by the customer to said second solution.

3. The method as set forth in claim 1, wherein said first readiness review is performed by conducting a meeting to examine whether written delivery plans comprising communication delivery plans, organization delivery plans, tracking delivery plans, change control delivery plans, quality management delivery plans, and reporting delivery plans are all established.