ITSM Tool Implementation Checklist

Author(s): Frank Trovato, Nitin Mukesh

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Typically your vendor will install and configure your ITSM tool, but they will need you to define your service management process flows and components to ensure the implementation meets your requirements.

The checklists in this tool identify the most common decisions and preparation you will need to make to support the implementation for the ITSM modules that we recommend are set up first: incident management and service requests; change management; and asset management. Use these checklists as a model to follow for any additional ITSM modules you plan to implement, and refer to Info-Tech's blueprints for each service management topic for additional guidance.

The tabs are described below:

  • Tab 1 - Plan: Steps to complete initial planning (e.g. identify stakeholders, set goals).
  • Tab 2 - Incident Management and Service Request Modules: Process workflows and elements to define for the incident management and service requests modules.
  • Tab 3 - Change Management Module: Process workflows and elements to define for the change management module.
  • Tab 4 - Asset Management Module: Process workflows and elements to define for the asset management module.

View the Complete Blueprint:

Build an ITSM Tool Implementation Plan

Plan ahead with a step-by-step approach to ensure the tool delivers business value.

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