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IT departments play a critical role in adapting to constantly evolving technologies and cyber threats. However, rolling out internal changes in IT systems comes with unique challenges and risks that require careful management.

No matter how large or small the task, it is essential to have standardized practices in place to document, approve, and implement IT changes. That’s where IT change management comes in. By implementing organized, predictable processes for change, IT departments and managed service providers (MSPs) can enhance operational efficiency.

In this article, we’ll help you understand the IT change management process, empowering your organization to handle IT changes effectively.

What is IT Change Management?

Change management is the process of preparing for, planning for, and implementing changes to IT systems and infrastructure. It refers to establishing a standard set of procedures that guide IT changes from conceptualization to final adoption. These changes can range from adding a new office printer to overhauling technology across an organization.

Understanding IT Change Management

Both new and experienced IT professionals often ask: What is change management in IT?

Strong IT change management classifies changes as standard, emergency, or normal. Additionally, modern IT change management leverages automation wherever possible. It strikes a balance between consistency and change, enabling organizations to provide reliable services while staying ahead of evolving demands.

Best Practices for IT Change Management

IT change management allows businesses to implement vital changes while minimizing disruptions. To achieve this, the process relies on several fundamental principles:

To effectively manage IT changes, organizations should:

  • Develop a comprehensive strategy
  • Set clear goals and objectives
  • Identify key stakeholders and their roles
  • Establish a structured implementation approach
  • Prioritize changes and allocate resources accordingly
  • Maintain open communication channels
  • Streamline approval processes
  • Optimize change workflows

By adhering to these principles, organizations can execute changes efficiently, minimizing potential issues.

Conducting Thorough Impact Analyses

A thorough impact analysis is critical to IT change management. This process helps classify changes as standard, emergency, or normal, ensuring that each type receives appropriate attention. Stakeholders should evaluate risks, identify dependencies, and develop contingency plans to mitigate disruptions if something goes awry.

Communication and Stakeholder Engagement

IT change management involves collaboration across various roles, such as:

  • Change owner
  • Change manager
  • Change initiator
  • CAB (Change Advisory Board)
  • Software developer

Although responsibilities may vary between organizations, clear communication is essential. Transparent feedback and regular updates keep teams aligned during IT transitions.

Change Documentation and Tracking

Documentation and tracking are vital for effective communication in IT change management. Centralized repositories should be used to log change requests, approvals, and implementation plans. This approach fosters transparency and allows organizations to replicate successful strategies or learn from past challenges.

Testing and Validation

Thorough testing and validation minimize disruptions. Establishing controlled test environments helps predict potential issues before implementing changes. By addressing discrepancies during testing, teams can improve future processes.

Training and Support

IT changes can overwhelm users and IT staff alike. Effective training ensures seamless adoption, fostering a culture of continuous improvement. Post-implementation support systems, such as AI ticketing, can further streamline issue resolution.

Change management processes in IT

The process of change management is tied closely to the principles of risk assessment and mitigation. It begins with change request submission and evaluation — this involves learning more about the proposed change and conducting a thorough risk evaluation to determine what other programs or systems may be affected during or after the change.

Once change requests have been evaluated and processed, the change management team will need to prioritize and categorize change requests based on urgency and impact. It’s important to respond to emergency changes first, for example, so that they don’t create further damage if left untreated.

Change approval and authorization

Once a request for change (RFC) is finalized, the change must be fully planned out. This plan should include details such as the impact of the change, plans for rolling it out, blackout plans, change roles, and any necessitated downtime. This should all be documented and sent on to the CAB, otherwise known as a change advisory board.

The CAB will review the available information, make an educated assessment of the risks and rewards, and provide a recommendation to the change manager regarding whether or not they should give final approval. Then, the change manager will be the one who officially accepts or rejects the change.

Each organization will have different criteria for approving or rejecting change requests, but these standards should be based on risk evaluation and issues that might be incurred should the change take place. Establishing change advisory boards is a helpful way to gain diverse opinions on these questions before passing the task off to the change manager to make the final decision.

Change implementation and monitoring

Once a change has been approved, the organization can start implementing that change. Implementation involves scheduling, assigning, and delegating tasks related to the change. This is an excellent place to leverage IT project management in order to handle large-scale changes with a lot of moving parts.

Once a change has been implemented, the IT department should monitor it for potential disruptions or issues. There should also be a rollback plan in place, and corrective actions can be taken if necessary.

Post-implementation review and documentation

The final steps of the IT change management process involve conducting post-implementation reviews in order to evaluate the success of the changes. Organizations can increase efficiency in the long run by documenting lessons learned and best practices for future changes.

Additionally, this is a good time to collect improvement suggestions from stakeholders and incorporate their feedback. Overall, the change should be recorded as either successful, failed, or incomplete. Then, the change can be closed.

ITIL change management

The abbreviation “ITIL” stands for “IT infrastructure library, which is a framework for standardizing the lifecycle of IT services within a given organization. ITIL improves both the efficiency and predictability of IT service selection, management, delivery, maintenance, and more.

It is one of the most popular frameworks for ITSM (IT service management) and is used throughout nearly every industry. As relates to IT change management, ITIL is the system that categorizes changes into three groups: standard changes, emergency changes, and normal changes.

Standard changes are low-risk changes that are typically pre-authorized and follow an established procedure. These can be easily automated. Some examples of standard changes might include software patching, routine updates, or replacing outdated hardware.

Emergency changes are unexpected, and they generally require immediate implementation to minimize any negative effects. For example, an emergency change might involve isolating a network from a large-scale cyberattack or applying an emergency patch to mitigate a zero-day exploit. For emergency changes, acting quickly is key.

Normal changes encompass anything that is not part of the first two categories. Normal changes take on three subcategories: minor, significant, or major. These categories refer to how much risk is involved. While these changes are not pre-authorized or scheduled, they are not as urgent as emergency changes.

ITSM change management

ITSM, or IT service management, is closely tied to IT change management. The concept behind an ITSM framework is that all information technologies should be delivered as services. In order to provide these services, IT professionals need to harness the best practices of IT change management.

IT change management best practices

IT change management is crucial when it comes to managing changes in an organization’s network and deployment of IT-related services. With a robust IT change management strategy, organizations and IT departments can minimize disruptions to service while keeping the organization current and up-to-date in terms of both hardware and software.

These days, effective IT change management is often fully automated, which can significantly streamline the whole process. It also requires clear communication channels between key stakeholders, transparent goals and objectives, and a standardized process of change prioritization.

Minimizing the effects of IT change is extremely important, as organizations are aiming to be more efficient than ever. An avoidable downtime is never an attractive option, and an effective IT change management system like Atera’s can help you avoid this.

Conclusion

IT change management is essential for organizations navigating a rapidly evolving technological landscape. By adhering to best practices, conducting detailed analyses, and fostering stakeholder collaboration, businesses can minimize disruptions, streamline processes, and ensure successful change implementations. With the right tools and frameworks, IT teams can achieve greater operational resilience and adaptability.

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