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Create a Configuration Management Roadmap

A CMDB is only as valuable as the processes it supports.

  • Without a configuration management database (CMDB) or formal configuration management, there is no way to obtain information about the assets that support IT services or the relationships between them.
  • This makes it difficult for IT departments to successfully execute more client-facing service management activities, particularly incident and change management.
  • Most organizations recognize the value of investing in a CMDB, but are wary of the cost involved and assume that the CMDB must contain information about every IT asset.
  • Clients who do decide to invest in a CMDB often jump straight to solution selection and design, without ever considering the business case for building or purchasing a CMDB.

Our Advice

Critical Insight

  • ITIL’s version of configuration management will be too expensive and costly for most small or medium-sized organizations to implement.
  • Without proper scoping and planning, organizations risk wasting time and resources procuring and maintaining an overly complex system.
  • You do not need a system to record and monitor every asset in your environment in order to reap the benefits of configuration management. You just need to consider what your CMDB will accomplish before you invest.
  • Configuration management, executed with a CMDB, is an enabling process. You cannot build or purchase a CMDB until you know which processes it will be supporting.
  • If you do not gather the necessary requirements up front, you risk deploying a CMDB that is not useful to the people and processes who should benefit from it.

Impact and Result

  • Gather comprehensive stakeholder requirements in order to accurately define the organization’s configuration management objectives and identify the IT processes that will be redesigned to integrate with a CMDB.
  • Choose an appropriate technology target state. Configuration management can be achieved with a homegrown spreadsheet or vendor solution; the choice of solution will be driven largely by the complexity of your current environment and the availability of resources.
  • Estimate the cost and benefit of re-designing the processes identified during the requirements gathering stage and prioritize them accordingly.
  • Create a complete roadmap of initiatives that can be presented to stakeholders to obtain buy-in for selecting and implementing a CMDB and formal configuration management process.

Create a Configuration Management Roadmap Research & Tools

1. Succeed with a right-sized configuration management roadmap

Gain an understanding of the potential benefits of implementing a CMDB and determine if your organization is ready to proceed with this project.

2. Launch the project

Assemble a project team and define objectives and deliverables.

3. Gather requirements and frame the end state

Identify the processes that will be re-designed through integration with a CMDB.

4. Select a technology target state & build a project roadmap

Decide what type of CMDB to implement, prioritize initiatives based on business value, and generate the project roadmap.

5. Sell the roadmap

Decide which metrics will be tracked to assess CMDB implementation success and obtain roadmap approval.

A CMDB is only as valuable as the processes it supports.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 1-phase advisory process. You'll receive 4 touchpoints with our researchers, all included in your membership.

  • Call 1: Launch the project

    Our advisors will help you structure your project and define your objectives so that you get off to a productive start.

  • Call 2: Gather requirements

    We will help you decide which processes will be re-designed for use of a CMDB, ensuring your solution delivers maximum value.

  • Call 3: Build the roadmap

    We will review your completed roadmap and discuss the costs and benefits of each intiative.

  • Call 4: Sell the roadmap

    We will review the inputs to your CMDB business case and help you select success metrics.

Authors

Paul Brown

Abiella Schneider-Friedman

Contributors

  • Annie Carlson, IT Director, Town of Leesburg
  • Carlos Casanova, Author, Solutions Architect & Organizational Change Executive Advisory, K2 Solutions Group, Inc.
  • Colin Earl, CEO, Agiloft
  • Michael Flynn, Senior Director Business Process Operations, Data Intensity
  • Chris Hammond, Configuration and Change Manager, Department of Labor
  • Glen Notman, Associate Partner, Citihub Consulting
  • Michael Poltenovage, Enterprise CMDB Architect, VCE
  • Tony Sodaro, Senior Manager, Technology and Architecture, Hydro One
  • Joseph Sgandurra. Director of Managed Services Delivery & Excellence, Navantis
  • Alan Zimmermann, Director, Information Technology, Professional Engineers Ontario
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