 Designer Enablement |
 UPM-X Enablement |
|
|---|---|---|
| Pricing |
on request 6668 |
on request 7 |
| Enablement | ||
| Duration The total amount of remote enablement will be distributed over multiple weeks for better consumption. |
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| Remote enablement The enablement is delivered through remote sessions. |
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| Best-practice advisory ins-pi Practice Consultants will provide best-practice advisory to keep the configuration in alignment with ServiceNow & market best-practices. |
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| Scope | ||
| Initial configuration | ||
| ACL configuration | ||
| Realtime Indicators | ||
| Views & Filters | ||
| Shape libraries | N/A | |
| Calculated fields | N/A | |
| Configuration packaging & staging | N/A | |
| Metamodel extensions | ||
| Enable initial set of use-cases | ||
| Data Migration | ||
Enablement
Best-practice based
Laser-focused Enablement
Enablement Packages
The following enablement packages are designed to enable you and your core team quickly, and making you self-sufficient.
Designer Enablement · 5 days
The Designer Enablement Package supports the initial configuration of the Designer application for organizations to get started immediately with predefined budget. The enablement is delivered by ins-pi Practice Consultants and Technical Consultants following ServiceNow and market best-practices.
| Concept & Specification | Enablement Step | Description | Hours |
| Session #1 |
Kick-off & Introductions. |
4 | |
| Session #2 | Review requirements for shape libraries, shapes, class definitions, cross-scope privileges, and access rights (ACLs). | 4 | |
| Session #3 | Review requirements for class fields, relationship definitions, relationship fields, realtime indicators, global filters, global templates. | 2 | |
| Session #4 | Review requirements for approval workflow, best practice process advisory, outcome review, planning next steps & deliverables. Q&A. | 2 | |
| Configuration & Implementation | Metamodel | Configure suggested relationships, class definitions, relationship definitions, class fields, relationship fields. | 4 |
| Shape Libraries & Shapes | Configure shape libraries and shapes. | 4 | |
| Realtime Indicators | Configure realtime indicators and indicator breakdowns. | 2 | |
| Global Filters & Templates | Configure global filters & templates. | 2 | |
| Access Rights (ACL) | Configure access controls, groups and roles. | 3 | |
| Approval Workflow | Configure custom approval workflow. | 5 | |
| Project Management | Project management, status calls and interactions. | 8 |
UPM-X Enablement · 25 days
The UPM-X Enablement Package supports the initial configuration of the UPM-X application for organizations to get started immediately with predefined budget and best-practice guidance. The enablement is delivered by ins-pi Practice Consultants and Technical Consultants following ServiceNow and market best-practices.
| Preparation & Kick-off | Enablement Step | Description | Hours |
|
Entitlement & Installation |
Initiate entitlement and support application installation on DEV, TEST, PROD. |
1 |
|
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Kick-off preparation |
Arrange kick-off meeting and complete all arrangements for enablement success. |
2 |
|
|
Enablement |
Kick-off & introductions, entitlement & installation, support model, way of working & customer input, project organization and setup. |
2 |
|
|
Enablement |
Review use-cases, metamodel and lifecycles. |
2 |
|
|
Onboarding |
Completing onboarding requirements and accounts created for ins-pi members. |
1 |
|
| Core Configuration |
Metamodel documentation |
Document metamodel requirements incl. fields & relationships. |
12 |
|
Metamodel implementation |
Enhance information model with additional fields and relationships. |
12 |
|
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Lifecycle phases |
Agree and configure lifecycle phases and styles. |
8 |
|
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Realtime Indicators |
Review, define & configure realtime indicators. |
4 |
|
|
Forms & Lists |
Review, agree and configure form/list layouts/process flow. |
14 |
|
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Application menu |
Define and configure menu, portal and navigation tree. |
8 |
|
|
Testing |
Create test cases and test core configuration. |
8 |
|
|
Packaging |
Create runbook & package configuration. |
4 |
|
| Enhanced Configuration |
Configuration |
Configure business rules/clients scripts/UI policies/Scheduled Jobs. |
8 |
|
Calculated fields |
Configure calculated fields and algorithms. |
8 |
|
|
Testing |
Create test cases and test core configuration. |
4 |
|
|
Packaging |
Update runbook & package configuration. |
2 |
|
| Access Rights Configuration |
Specification |
Define user access & ACLs incl. read/write/visibility. |
4 |
|
Configuration |
Setup user access & ACLs incl. fields per role/group. |
12 |
|
|
Testing |
Create test cases and test core configuration. |
4 |
|
|
Packaging |
Update runbook & package configuration. |
2 |
|
| Reports & Dashboards |
Specification |
Specify reports & dashboard (mockups) |
8 |
|
Configuration |
Configure reports & dashboards |
16 |
|
|
Packaging |
Update runbook & package configuration. |
2 |
|
| Deployment & Testing |
Deploy configuration on TEST |
Assist configuration deployment on TEST |
4 |
|
Complete testing on DEV |
Configuration testing on TEST |
4 |
|
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Fixing |
Fix any issues |
8 |
|
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Deploy configuration on PROD |
Assist configuration deployment on PROD |
2 |
|
|
Packaging |
Finalize solution documentation & configuration backup |
8 |
|
| Project Management |
Final presentation |
Final stakeholder presentation of project results |
2 |
|
Weekly Status meetings |
Weekly status calls |
12 |
|
|
Project Management |
Project management, status calls and interactions. |
12 |