Process requirements

[cmeerholz]

Dear ServiceNow Community,

I am reaching out to ask if anyone can share a checklist or any guidance on the key requirements to consider when setting up processes and configuring tools in ServiceNow. I am particularly interested in resources that would support effective information gathering during client workshops, to ensure that all necessary aspects are covered for a successful handover, and to lay a solid foundation for the subsequent design and build phases.

Any templates, checklists, or best practice documents would be greatly appreciated.

Thank you in advance for your support.

[SumanthDosapati]

@cmeerholz 

Yes. You have everything in NowCreate. It also has presentation slides for client workshops.

Accept the solution and mark as helpful if it does, to benefit future readers.
Regards,
Sumanth

[Tanushree Maiti]

Hi @cmeerholz 

Check if these links help you:

https://www.servicenow.com/community/itsm-articles/itsm-process-workshops/ta-p/2310087

https://www.servicenow.com/community/s/cgfwn76974/attachments/cgfwn76974/platform-owner-resource-cen...

[Dr Atul G- LNG]

Hi @cmeerholz 

Being a BPC i wil always follow thsi:

https://mynow.servicenow.com/now/best-practices/home

[Aditya_hublikar]

Hello @cmeerholz ,

Generally, the following practices are helpful during requirement gathering:

Understand the business goal, involve all relevant stakeholders, document both current (As-Is) and future (To-Be) processes, ask clear questions, validate requirements regularly, and prioritize scope. It is also important to confirm and align on all captured requirements before starting the design and development phases.

From a developer perspective:

- Prefer ServiceNow OOTB capabilities over customization wherever possible.

- Ensure that any scripting does not impact platform performance. Queries should be optimized, avoid unnecessary loops on large tables, and code should be reusable and maintainable.

- Leverage low-code/no-code capabilities such as Flow Designer whenever feasible.

- Develop a good understanding of overall platform functionality and relationships between modules.

You can refer this : https://www.servicenow.com/community/developer-blog/servicenow-things-to-know-58-best-practice-servi...

If this helps you then mark it as helpful and accept as solution.

Regards,

Aditya