Common Service Data Model (CSDM) Assessment– Total

Guidance to assess and improve the CSDM framework

Overview

CSDM Assessment provides Impact Customers with leading practices content and prescriptive guidance on the CSDM framework and how it supports processes within the ServiceNow AI Platform. It includes interactions with ServiceNow’s CSDM Subject Matter Experts and a personalized assessment and associated content on CSDM for the Customer’s organization.

What You Get

Introductory Customer Session (up to 60 min)

• Introduce the CSDM Assessment initiative
• Review initiative approach, scoping process, and depth of deliverables
• Communicate expectations for Customer participation;participation,request Customer participant contacts
  Note:

  The CSDM Assessment entails active Customer participation from a variety of customer roles to address the breadth of the CSDM framework’s application across the organization.
• Request completion of information gathering questionnaire, materials, data, and any other inputs

Customer Kick-off Working Session (up to 2 hours

• Review Customer-provided materials
• Introduce CSDM, Its Value and Potential
• Introduce the CSDM Assessment initiative. The Assessment dimensions include:
  • CSDM Maturity (Foundation Data, Crawl, Walk, Run, Fly)
  • People, Process, Technology
• Review initiative approach, scoping process, and depth of deliverables
• Discuss customer’s objectives for initiative
• Discuss current state challenges and perceived obstacles
• Review CSDM Basics

Customer Current State Discovery Working Session (up to 1.5 hours)

• Discuss customer’s CSDM Roadmap
• Discuss customer’s identified top priority Applications and/or Services
• Review customer’s CSDM data model related to top priority Applications and/or Services

Customer Scope Definition Working Session (up to 1.5 hours)

• Review CSDM Guiding Principles
• Define CSDM Assessment Scope taking into consideration the customer’s Application/Service priorities and their current CSDM maturity level, and the following scope alternatives:
  • Foundation Data Assessment
  • Crawl Assessment
  • Walk Assessment
  • Run Assessment
  • Fly Assessment

CSDM In-Depth Assessment

• In-Depth Assessment activity for defined scope that includes assessment of People, Process, and Technology.
• The Assessment is performed by the Platform Architect in partnership with the Customer Platform Owner and related data, application, and/or service subject-matter-experts (SMEs).

Customer Review Session (up to 2 hours)

• Present CSDM Assessment findings
• Provide CSDM implementation recommendations
• Align CSDM recommendations with CSDM framework value and outcomes
• Discuss possible next steps for execution of recommendations and measurement of recommendation results

CSDM Assessment Deliverables

• Complete Working Session slide deck, including supplemental CSDM references
• Current State In-Depth Assessment spreadsheet – includes standard recommendations
• Action planning notes for next steps

Follow-Up Customer Session (optional upon Customer request- up to 60 min)

• Opportunity for Q&A related to CSDM
• Provide additional guidance on leading practices

Requested Customer Resources

Customer representatives will be involved, especially to facilitate access to ServiceNow records and/or tools that will be inspected as part of the CSDM.

Table 1. Customer resource and responsibilities

Customer Resource	Responsibilities
Platform Owner- Required
Platform Owner- Required	Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform.
Platform Administrator- Required	Responsible for day-to-day administration & maintenance, including configuration and support.
Platform Administrator- Required	Responsible for day-to-day administration & maintenance, including configuration and support.
Enterprise Architect- Required	Drives strategic investment decisions by understanding Business capabilities.
CSDM Data Modeler / Manager- Required	Maintains the accuracy and integrity of the CSDM, works with teams to certify data.
CMDB Manager- Required	Maintains the accuracy and integrity of the CMDB, works with teams to certify data.
Application Owner(s)- Required	Manages ServiceNow application(s) (e.g., ServiceNow HRSD owner.)
Application Service Owner(s)- Required	Manages all applications services across a given division (e.g., ITSM or HR application services owner.)
Service Portfolio Owner(s)- Required	Owns a portfolio– collection of Services. Monitors portfolio performance.
Process Owner(s)- Required	Owns the process(es) related to the service, or ancillary process. Defines process flow(e.g. ancillary processes such as: ITSM incident management, ITSM change management, Employee onboarding.)
Technical Governance Board Lead– Required	Leads the technical governance board that establishes policies and procedures for data, security, development, change, and release.
Security Administrator- Required	Leads the administration of ServiceNow security configuration that complies with Technical Governance guidance.
Master Service Provider/Vendor Lead- Optional	Include if customer is using a 3rd party development partner, and that partner is involved in design and/or development of applications and/or services leveraging CSDM framework capabilities.

Requested Information / Access

• Organization Chart
• ServiceNow Roadmap
• CSDM (Technical) Applications and (Technical/Business) Services Roadmap
• CSDM Information Collection Questionnaire completed by Customer at least 1 week in advance of Customer Kick-off Working Session (to be provided by ServiceNow)
  • CSDM Data Model (template to be provided by ServiceNow)
  • CSDM RACI / Governance model
  • CSDM Data Foundations Dashboard screen captures
  • CMDB Data Model
  • CMDB Data Foundations Dashboard screen captures
• The CSDM Assessment includes inspection of records and tools on the customer’s ServiceNow instance. Therefore, the ServiceNow AI Platform Architect will require access to the Customer’s instance. A couple of possible methods to satisfy the PA access requirement are:
  • Provide PA with temporary direct login access to system Customer’s instance with appropriate roles and permissions to access the necessary records and tools
  • Alternative 2: Pair the PA with a representative employee who has roles and permissions to access the necessary records and tools

Exceptions

This accelerator does not include:

• CMDB assessment
• Detailed CSDM model design review
• Technical troubleshooting of current implementation of CSDM framework
• CSDM technical remediation
• Service Mapping troubleshooting
• Detailed review of technical governance processes