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What an ITSM Implementer Does

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In this lesson, you will learn:

  • The problem SNWR has today, and how ITSM implementation fixes it
  • What an ITSM implementer does
  • How an implementer’s job is different from an admin’s and a developer’s
  • The phases of an ITSM rollout, and where each one happens
  • The SNWR project you will follow in this course

πŸ” Quick look back: In Fundamentals β€Ί ITSM Essentials, you learned what incidents, problems, changes and requests are. Now you’ll learn how to set them up for a real company.

1 A Monday morning at SNWR

It’s 9:05 AM in Mumbai. Here’s what happens at SNWR on a normal Monday. 😩

  1. 9:05. Sam Lee’s VPN drops again. He emails [email protected]. His email lands under 200 others.
  2. 9:40. Company email stops working for the whole Mumbai office. Ten people email IT about it. Nobody knows who should fix it, so everyone waits.
  3. 11:30. Abel on the Service Desk finally finds Sam’s email and restarts his VPN. It works, for now.
  4. 2:00. A new joiner asks for a laptop. The request sits in the spreadsheet for a week.
  5. Friday, 10 PM. Someone changes a server to fix the email. Nobody wrote down who did it, or why. On Monday, something else breaks.

🎯 The problem: SNWR’s IT help has no front door. Work gets lost. Nobody knows what’s urgent. The same problems keep coming back. Changes happen with no plan.

SNWR’s CIO, Anita Rao, has had enough. SNWR has bought ServiceNow ITSM, and she starts a project to set it up. It’s called Project One Front Door: one place where every employee goes for IT help.

2 How ITSM implementation fixes it

Buying ServiceNow doesn’t fix anything by itself. Someone has to set it up so it fits how SNWR works. Here’s how each pain goes away, and where in this course you’ll set it up:

SNWR’s pain today What you’ll set up, and where you’ll learn it
Emails get lost in the mailbox Every ask becomes a record with its own number, from Employee Center, email, phone or chat.
πŸ“ ITSM Experience
Nobody knows what’s urgent Priority is worked out from impact and urgency, and SLAs start a clock.
πŸ“ Incident Configuration, Incident Operations
Work waits because nobody knows who owns it Assignment groups and rules send work to the right team.
πŸ“ Foundation Data, Incident Configuration
A whole office is down, and chaos follows A major incident process, with on-call engineers and regular updates.
πŸ“ Major Incidents
The same VPN problem keeps coming back Problem management finds the root cause and fixes it for good.
πŸ“ Problem Management
Risky changes with no plan or record Every change has a type, a risk, an approval and a slot on the change schedule.
πŸ“ Change Types, Change Risk, Change Approvals
Requests sit in a spreadsheet for a week A service catalog, with approvals and fulfillment tasks for each item.
πŸ“ Catalog Design, Request Fulfillment
Managers can’t see how IT is doing Dashboards and KPIs, reviewed every month.
πŸ“ Continual Improvement
Before and after Project One Front Door. Before: a mailbox and a spreadsheet. The shared mailbox it-help@snwr.com gets every kind of ask, the IT tracker spreadsheet is updated by hand, and phone calls and walk-ups are fixed on the spot with nothing written down. Problems: emails get lost, no priority, repeats go unseen, and risky changes have no record. After: ServiceNow ITSM with four kinds of records. Incident, something is broken. Problem, why does it keep breaking. Change, fix it safely. Request, I need something.
Figure 1. From a mailbox and a spreadsheet to one front door.

⭐ The goal of One Front Door:

  • Every IT ask gets a number, and nothing gets lost
  • Urgent issues reach the right team in minutes
  • Problems that keep coming back get fixed for good
  • No change happens without a plan and an approval
  • Anita can see how IT is doing, any time

πŸ‘‰ Someone has to turn SNWR’s messy way of working into a working ServiceNow setup. That person is the ITSM implementer. In this course, that’s you!

3 What is ITSM implementation?

Key term: ITSM

IT Service Management. How a company’s IT team handles problems, requests and changes, from start to finish.

Key term: Implementation

The project that sets up a ServiceNow product for one company: its teams, its rules and its data, until people can use it every day.

Key term: Go-live

The day people stop using the old way and start using ServiceNow for real.

You already know the ITSM processes, like incident, problem and change, from Fundamentals. This course is about setting them up for a real company.

πŸ’‘ Good to know: Need a refresher on the processes? See Fundamentals β€Ί ITSM Essentials β€Ί ITIL & ITSM Basics.

4 Admin, developer or implementer?

All three work on ServiceNow. But each one asks a different question.

Role Main job, and the big question
Admin Keeps the instance healthy: users, groups, roles, small fixes.
“Is everything running well?”
Developer Builds new apps, scripts and integrations.
“What should we build?”
Implementer Sets up an existing product, like ITSM, to fit how one company works.
“How do we make this work for SNWR?”

Implementers mostly configure what ServiceNow already has. They write code only when they really have to.

πŸ“ Note: In real life, one person often wears two or three of these hats. Many implementers start out as admins.

5 What an implementer does all day

  • πŸ‘‚ ListenRun workshops. Find out how SNWR works today.
  • πŸ› οΈ ConfigureSet up ITSM to match. Start from the baseline.
  • βœ… ProveTest it with the people who will use it.

On a normal day, an implementer might:

  • Ask the Service Desk manager which incidents are most urgent
  • Set up assignment groups, categories and SLAs
  • Write down a design decision, and why it was made
  • Show a process owner a demo, and fix what they don’t like
  • Plan how to move the setup from one instance to the next

Key term: Baseline

How ServiceNow works “out of the box”, before anyone changes it.

Key term: Process owner

The person in charge of one process, like Incident or Change. They make the final call on how it should work.

⚠️ Golden rule: Stay close to the baseline. Every custom change makes future upgrades harder. In the “Stay close to baseline” lesson in Chapter 2, you’ll learn how to say “no” in a kind way.

6 How an ITSM rollout runs

One Front Door takes 12 weeks. It moves through six phases:

The One Front Door rollout in six phases. 1 Design, weeks 1 to 3 on snwrdev: workshops with each process owner. 2 Build, weeks 4 to 9 on snwrdev: configure the baseline step by step. 3 UAT, weeks 10 to 11 on snwrtest: process owners test real scenarios. 4 Rehearsal, week 11 on snwrstage: practice the go-live weekend. 5 Go-live, week 12 on snwr: the mailbox hands over to ServiceNow. 6 Hypercare, weeks 13 to 14 on snwr: extra support, then handover.
Figure 2. Six phases, four instances, one go-live.
Instance Web address What happens there
πŸ§ͺ Dev snwrdev.service-now.com You design and build the ITSM setup
πŸ” Test snwrtest.service-now.com Process owners test it (UAT)
🎭 Stage snwrstage.service-now.com The team rehearses the go-live weekend
🏁 Prod snwr.service-now.com Every SNWR employee uses it after go-live

Key term: UAT

User acceptance testing. The people who will use ITSM try it and say “yes, this works for us”.

Key term: Hypercare

The first weeks after go-live, when the project team gives extra support and fixes problems fast.

πŸ“ Note: In this course, you work on your own PDI. Think of it as your personal snwrdev. Need one? See Fundamentals β€Ί ServiceNow Instance β€Ί Getting Your PDI.

7 Meet the One Front Door team

These people come back again and again in this course:

  • πŸ‘©β€πŸ’Ό Anita Rao
    CIO and project sponsor. She decides what matters most.
  • 🎧 Daniel Okafor
    Service Desk manager. Owns Incident and major incidents.
  • πŸ”Ž Grace Mensah
    Problem manager. Finds out why things keep breaking.
  • πŸ—“οΈ Mei Chen
    Change manager. Chairs the CAB, the change board.
  • πŸ›’ Lucas Ferreira
    Service Catalog manager. Owns requests.
  • πŸ—„οΈ Hana Kim
    Configuration manager. Owns the CMDB data.
  • βš™οΈ Riya Sharma
    Platform owner. Runs ServiceNow after go-live.
  • πŸ™‹ Abel Tuter
    Service Desk agent. Works tickets every day.
  • 🌐 Ravi Iyer
    Network engineer. Fixes VPN and network issues.
  • ✍️ Beth Anglin
    IT manager. Approves requests and changes.
  • πŸ’» Sam Lee
    Employee in Marketing, Mumbai HQ. Needs IT help.
  • 🧭 You
    ITSM implementer. You set it all up!
    That’s you! πŸ’ͺ

8 The story you will follow

One problem runs through the whole course. Sam’s VPN keeps dropping. You will follow it from his first call to the final fix:

The story you will follow, in five steps. 1 Incident INC0010101: Sam's VPN keeps disconnecting, worked by Abel in Chapter 6. 2 Problem PRB0040012: recurring VPN drops, owned by Grace in Chapter 8. 3 Known error KB0010210: a workaround for the desk, Chapter 8. 4 Change CHG0030045: replace the VPN gateway certificate, approved by Mei's CAB in Chapters 9 to 11. 5 Closed: the problem and incidents are resolved, with a full walkthrough in Chapter 20. Also on the way: major incident INC0010150, SNWR Email down at Mumbai HQ, in Chapter 7, and request RITM0010021, Sam orders a new monitor, in Chapters 12 to 14.
Figure 3. One VPN problem, from first call to permanent fix.

Along the way, SNWR Email goes down for a whole office, and Sam orders a new monitor. Each one teaches a different part of ITSM.

9 Before you start

This course starts where SNWR ServiceNow Fundamentals ends. You learn the platform there, and how to implement ITSM here. Make sure you have:

  • Finished Fundamentals, both Basic and Advanced
  • A PDI where you are an admin
  • A good feel for incidents, problems and changes (Fundamentals β€Ί ITSM Essentials)
  • A first look at the Service Catalog and SLAs (Fundamentals β€Ί Service Catalog and SLA Management)

πŸ’‘ Good to know: SNWR bought the ITSM Advanced package. A few newer features need a higher package. When a lesson uses one, you’ll see a note. You’ll look at that feature, but you won’t build it.

⭐ Remember: An implementer listens, configures and proves. Code comes last.

10 Quick recap

  • SNWR’s problem: IT help has no front door, so work is lost, slow and unplanned
  • An ITSM implementer sets up ServiceNow ITSM to fit how one company works
  • Admins keep ServiceNow running, developers build new apps, implementers set up products
  • Implementers listen, configure and prove, and stay close to the baseline
  • A rollout runs Design, Build, UAT, Rehearsal, Go-live and Hypercare
  • Build on snwrdev, test on snwrtest, rehearse on snwrstage, go live on snwr
  • You will follow Project One Front Door through the whole course

11 Check yourself

Think of your answer first. Then tap to check.

1 What is the main job of an ITSM implementer? Show answer

To set up ServiceNow ITSM so it fits how one company works, and get people using it.

2 The same VPN problem keeps coming back at SNWR. Which ITSM process fixes it for good? Show answer

Problem management. It finds the root cause, so the incidents stop coming back.

3 What does “stay close to the baseline” mean? Show answer

Use what ServiceNow already offers wherever you can, and customize only when there is a real need. That keeps upgrades easy.

4 In which phase do process owners test the setup, and on which instance? Show answer

UAT, on snwrtest.

5 What is hypercare? Show answer

The first weeks after go-live, when the project team gives extra support and fixes problems fast.

6 Who makes the final call on how the Change process should work at SNWR? Show answer

Mei Chen, the Change process owner. The implementer advises, but the process owner decides.

Nice work! You finished your first ITSM lesson. πŸŽ‰
Next up: ITSM Packages, Entitlements and Feature Availability

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