Business Services Definition Playbook Case Study

Aligned Business Services, Enabled Cost Transparency & Stakeholder Buy-In

Central London

Executive Summary

This organisation had IT services suffering from inconsistent definitions, some named after applications, others after infrastructure layers, and many using local site specific terminology that had evolved organically over years among staff. While these names were well understood locally and reflected how teams had referred to the services for a long time, they created mismatched terminology between technical teams and broader business stakeholders. 

This disconnect led to significant challenges such as, unclear ownership, unreliable reporting, blocked future charge-back models, ineffective service reviews, and poor communication with the business. Perhaps most critically, it severely complicated twice-annual financial planning cycles where IT proposed multi-million-dollar infrastructure investments, only to face difficult conversations when the business asked, “How does this improve our bottom line, and which specific service does it support?” Without clearly defined and aligned business services, justifying spend and demonstrating value became increasingly strained.

I led a collaborative initiative, working closely with a small internal team and a consultancy partner to design and implement the Business Services Definition Playbook. The playbook introduced a common service language understood by IT, Finance, and the business alike. More importantly, it provided a structured framework with clear guidance on how to define and build business services in business-centric terms.  This enabled us to start creating consistent, well-aligned business services, which in turn delivered accurate service portfolio management, stronger stakeholder engagement, and a solid foundation for cost transparency and future financial models.


Applying the framework transformed service definitions from fragmented and technical to business-centric and sustainable. The result positioned the organisation for more effective ITSM governance and clearer value demonstration.

The Challenge

  • Services were described in technical terms, making it hard for business stakeholders to see how IT enables value or mitigates risk.
  • IT is seen as a cost centre delivering technology components rather than a strategic partner driving business outcomes.
  • Difficulty tracing costs to specific business functions, leading to unoptimised spend and unclear investment justification.
  • Critical applications suffer outages or poor performance because supporting infrastructure isn’t aligned with business criticality.
  • No clear Service Level Requirements (SLRs) for availability, disaster recovery, or KPIs tied to business needs.
  • Weak documentation for services, leading to confusion about service architecture, components, costs, & future roadmaps.
  • Low engagement from business stakeholders due to lack of clarity on IT’s contribution, making it hard to secure buy-in for initiatives or funding.

The Solution

  • Introduced a common, business centric language. Replaced technical,application-based, infrastructure, and local site-specific naming with standardised terminology understood by IT, Finance, and business stakeholders.
  • Provided structured guidance for defining services. Delivered a repeatable framework with clear templates and processes to build business services aligned to outcomes, value, and risk mitigation.
  • Enabled creation of consistent business services. Facilitated the development of well aligned services that bridged technical and business views, eliminating mismatches and confusion.
  • Established accurate service portfolio management. Created a centralised, owned portfolio with mapped technology layers, architecture, and components as a single source of truth.
  • Strengthened stakeholder engagement. Conducted collaborative workshops and socialisation sessions to secure buy-in, improve communication, and foster cross-functional ownership.
  • Built foundation for cost transparency. Mapped services to business functions, enabling reliable unit costing, investment justification, and future charge-back models.
  • Embedded ongoing governance. Integrated processes and routines into the Service Management Office to maintain accuracy, relevance, and sustainability over time.

Results at a Glance

  • Reduced service on-boarding effort by over 40% & streamlined the process with standardised templates and clear definitions
  • Enabled precise alignment of services to business capabilities & linked underpinning IT services directly to business services and outcomes
  • Improved clarity in service reviews and budget discussions, eliminated ambiguity during annual financial planning cycles
  • Removed internal confusion over service scope and ownership and established consistent naming, terminology, and accountability
  • Strengthened collaboration between IT, Finance, and business which built trust through shared language and joint workshops
  • Created foundation for accurate cost modelling and reporting, enabling reliable unit costing and future charge-back readiness
  • Enhanced stakeholder engagement and buy-in reducing resistance and improving support for IT initiatives/funding

My Role & Insights

My Role:

As Service Management Lead, I authored the Business Services Definition Playbook and drove its design and implementation. I facilitated cross-functional workshops to align IT, Finance, and business stakeholders, collaborated closely with Enterprise Architecture to ensure consistency, and integrated the model into our existing ITSM and portfolio frameworks for seamless operationalisation. I also provided hands-on support to service owners during initial adoption and refinement, guiding them through the transition to the new business-centric approach.

  • Start with business outcomes, not systems or tools. Lead with What value does this service enable for the business? or What risk does it mitigate? This immediately reframes conversations from technical features to strategic impact. This approach secured faster stakeholder buy-in and ensured services were defined around business needs rather than IT convenience.
  • Socialise early and often, people need time to absorb new concepts. Introducing a new service language and framework requires change management. Early workshops, demos, and iterative feedback loops allowed teams to understand, question, and ultimately own the model. Rushing socialisation risks confusion and resistance, giving people time to digest builds lasting adoption.
  • Build just enough structure because over complication leads to resistance. The playbook succeeded because it provided clear guidance and templates without excessive bureaucracy. Too much rigidity discourages use, the right balance of standardisation and flexibility encouraged teams to apply the framework consistently while adapting to their context.
  • A visual canvas supports engagement far more than long-form documents. The simple, one-page service canvas template proved far more effective than detailed written specifications. Visual layout helped stakeholders quickly grasp relationships between business outcomes, supporting technology, costs, and ownership, driving better discussions and stronger alignment in workshops.

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