 Designer Enablement |
 UPM-X Enablement |
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|---|---|---|
| Pricing |
on request 6668 |
on request 7 |
| Enablement | ||
| 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 | ||
Services enablement
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The ins-pi enablement packages are crafted to empower you and your core team while fostering self-sufficiency.
Designer Enablement
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 |
| Session #1 |
Kick-off & Introductions. |
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| Session #2 | Review requirements for shape libraries, shapes, class definitions, cross-scope privileges, and access rights (ACLs). | |
| Session #3 | Review requirements for class fields, relationship definitions, relationship fields, realtime indicators, global filters, global templates. | |
| Session #4 | Review requirements for approval workflow, best practice process advisory, outcome review, planning next steps & deliverables. Q&A. | |
| Configuration & Implementation | Metamodel | Configure suggested relationships, class definitions, relationship definitions, class fields, relationship fields. |
| Shape Libraries & Shapes | Configure shape libraries and shapes. | |
| Realtime Indicators | Configure realtime indicators and indicator breakdowns. | |
| Global Filters & Templates | Configure global filters & templates. | |
| Access Rights (ACL) | Configure access controls, groups and roles. | |
| Approval Workflow | Configure custom approval workflow. | |
| Project Management | Project management, status calls and interactions. |
UPM-X Enablement
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 |
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Entitlement & Installation |
Initiate entitlement and support application installation on DEV, TEST, PROD. |
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Kick-off preparation |
Arrange kick-off meeting and complete all arrangements for enablement success. |
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Enablement |
Kick-off & introductions, entitlement & installation, support model, way of working & customer input, project organization and setup. |
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Enablement |
Review use-cases, metamodel and lifecycles. |
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Onboarding |
Completing onboarding requirements and accounts created for ins-pi members. |
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| Core Configuration |
Metamodel documentation |
Document metamodel requirements incl. fields & relationships. |
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Metamodel implementation |
Enhance information model with additional fields and relationships. |
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Lifecycle phases |
Agree and configure lifecycle phases and styles. |
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Realtime Indicators |
Review, define & configure realtime indicators. |
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Forms & Lists |
Review, agree and configure form/list layouts/process flow. |
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Application menu |
Define and configure menu, portal and navigation tree. |
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Testing |
Create test cases and test core configuration. |
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Packaging |
Create runbook & package configuration. |
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| Enhanced Configuration |
Configuration |
Configure business rules/clients scripts/UI policies/Scheduled Jobs. |
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Calculated fields |
Configure calculated fields and algorithms. |
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Testing |
Create test cases and test core configuration. |
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Packaging |
Update runbook & package configuration. |
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| Access Rights Configuration |
Specification |
Define user access & ACLs incl. read/write/visibility. |
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Configuration |
Setup user access & ACLs incl. fields per role/group. |
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Testing |
Create test cases and test core configuration. |
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Packaging |
Update runbook & package configuration. |
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| Reports & Dashboards |
Specification |
Specify reports & dashboard (mockups) |
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Configuration |
Configure reports & dashboards |
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Packaging |
Update runbook & package configuration. |
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| Deployment & Testing |
Deploy configuration on TEST |
Assist configuration deployment on TEST |
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Complete testing on DEV |
Configuration testing on TEST |
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Fixing |
Fix any issues |
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Deploy configuration on PROD |
Assist configuration deployment on PROD |
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Packaging |
Finalize solution documentation & configuration backup |
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| Project Management |
Final presentation |
Final stakeholder presentation of project results |
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Weekly Status meetings |
Weekly status calls |
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Project Management |
Project management, status calls and interactions. |
Have any specific questions about our enablement packages?
