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Automated Reports : Build a ELT Reporting Application for Business Unit : IT Cloud Managed Service

RE1000
Tera Contributor

Hello ServiceNow Professionals,
I am looking forward to develop Usecase and POC.
I need your Thoughts and Ideas, Suggestions, Risk Analysis.

Use Case: Automated ELT Reporting Application for IT Cloud Managed Service

Overview:

The application is designed to streamline reporting for IT Cloud Managed Services by utilizing data from ServiceNow tables. It automates the process of Extract, Load, and Transform (ELT) to generate combined monthly reports. These reports will offer insights into IT performance, service metrics, and compliance.

Stakeholders:

  • Business Unit: IT Cloud Managed Service
  • Users: IT Managers, Service Delivery Teams, Business Analysts, SIAM Service Owners and SIAM Service Managers
  • IT Team: Responsible for development, deployment, and maintenance of the application.

Objectives:

  • Automate the reporting process to reduce manual efforts.
  • Combine and transform data from various ServiceNow tables into a unified format.
  • Generate detailed monthly reports that can be easily consumed by stakeholders.
  • Ensure scalability and modularity for future business requirements.

Key Features:

  1. Data Extraction: Pull data from ServiceNow tables automatically.
  2. Data Transformation: Clean and integrate data into a structured format.
  3. Report Generation: Produce comprehensive reports combining metrics from multiple tables.
  4. Scheduling: Ensure reports are generated and sent at a predefined monthly frequency.
  5. Customization: Allow tailoring of report templates based on business requirements.

Proof of Concept (POC):

Scope:

Develop a minimal viable product (MVP) showcasing key functionalities of the reporting application:

  1. Integration with ServiceNow API for data extraction.
  2. ETL pipeline to process the extracted data.
  3. Monthly report generation in a PDF or Excel format. | 16:9 PDF Landscape
  4. Automated email delivery of reports.

Components:

  1. ServiceNow Integration:

    • Use ServiceNow's REST API to access data tables relevant to IT Cloud services (e.g., request, incident, change, asset management tables).
  2. ETL Workflow:

    • Extraction: Query ServiceNow tables and export data.
    • Loading: Import data into an intermediate database or a data warehouse.
    • Transformation: Aggregate and clean data for reporting purposes (e.g., remove duplicates, fill missing values).
  3. Report Module:

    • Define KPIs such as SLA adherence, number of incidents resolved, change request stats, etc.
    • Visualize data using charts, tables, and summaries.
    • Save reports in PDF/Excel format with pre-defined templates. Asperct Ratio 16:9 Landscape
  4. Automation:

    • Use a scheduler (like Windows Task Scheduler or a cloud-based solution) to automate the reporting frequency.
    • Configure automated email delivery to predefined recipients.
      {Project Sponsers, Project Stakeholders,
      Project Team and Project Managers, Project Heads and
      Project Quality Assurance Teams, Project Services Audits}

Technologies:

  • ServiceNow REST API: For data extraction.
  • Python/Pandas: For data transformation and report creation.
  • Database: SQL Server or Azure Data Warehouse.
  • Report Tools: Matplotlib, Seaborn, or Excel libraries.
  • Email Automation: SMTP or cloud services like SendGrid.

Steps to Execute:

  1. Identify ServiceNow tables to be included in the report (e.g., incident, change, problem, request tables).
  2. Set up API integrations for secure data extraction.
  3. Build ETL workflow to process extracted data.
  4. Design a sample report template showcasing monthly metrics.
  5. Schedule the report generation and email functionality.

Outcome:

Upon successful implementation of the POC:

  • The application will demonstrate its ability to extract data from ServiceNow, process it, and generate monthly reports.
  • Feedback from stakeholders will guide further enhancements for full-scale deployment.

    Regards
    Pratik Chandrakant Parmar, Mumbai, Consultants.
    ReverseEngineers
    PRATIK at REVERSE ENGINEERS dot NET

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