ServiceNow is a game-changing platform for managing workflows and driving efficiency, but like any tool, its value depends on how well it’s configured to meet your unique needs. By making thoughtful adjustments to your setup, you can unlock greater productivity, streamline processes, and enhance your team’s overall experience.
Whether you’re looking to resolve specific pain points or improve day-to-day operations, these three tips can make a big difference:
1. Streamline Approvals
Manual approval processes can be frustrating and time-consuming, often causing unnecessary delays. By automating these workflows, you can free your team from repetitive tasks and ensure projects move forward smoothly.
- Steps to take:
- Start by identifying the approval processes your team uses most frequently.
- Map out the steps for each process and pinpoint areas prone to bottlenecks or inefficiencies.
- Use ServiceNow’s Workflow Editor to design and implement automated workflows. These can include triggers for task assignments, notifications, or escalations.
- Pro tip: Build automated reminders for overdue approvals to ensure nothing gets stuck in the pipeline.
- Why this matters: Automation eliminates manual errors, reduces time wasted on follow-ups, and ensures tasks are completed on time. Your team can focus on high-priority work instead of chasing approvals.
2. Improve Reporting for Better Insights
Data is one of the most powerful resources your organisation has—but it’s only useful if it’s clear, actionable, and accessible. ServiceNow’s reporting features allow you to create customised dashboards that deliver the insights your team needs most.
- Steps to take:
- Audit your current dashboards and reports. Identify which ones are most useful and which might be cluttering your view with irrelevant data.
- Speak with key stakeholders to determine which metrics are most valuable for their roles. Consider KPIs like resolution times, open tasks, or resource utilisation.
- Create or customise dashboards to highlight those metrics, and use visual elements like charts and graphs to make data easy to interpret.
- Schedule automated reports to ensure team members always have up-to-date insights at their fingertips.
- Pro tip: Take advantage of ServiceNow’s predictive analytics to identify trends and make proactive decisions.
- Why this matters: Relevant, well-organised reports lead to faster decision-making and improved operational clarity. Your team will have the data they need to make informed choices.
3. Review and Optimise Permissions
As your team grows and roles evolve, permissions within ServiceNow can become outdated. This not only creates inefficiencies but can also pose a security risk. Conducting regular reviews ensures that every team member has appropriate access and that sensitive data remains secure.
- Steps to take:
- Set up a regular cadence (e.g., quarterly or bi-annually) to audit user roles and permissions.
- Use ServiceNow’s role-based access control (RBAC) to assign permissions based on job responsibilities.
- Revoke access for users who have left the organisation or changed roles and grant additional permissions only where necessary.
- Document the changes made to track your access control strategy over time.
- Pro tip: Use ServiceNow’s built-in tools to generate reports on user activity and identify any unusual access patterns.
- Why this matters: Properly configured permissions not only enhance security but also ensure that team members have the tools they need—without being overwhelmed by irrelevant features or data.
We can do it for you!
By implementing these tips, you’ll make your ServiceNow platform work harder for your organisation, saving time and improving productivity. These small adjustments can have a ripple effect across your entire team.
If you’re looking for expert advice on optimising your setup or tackling specific challenges, we’d love to help. Our team specialises in tailoring ServiceNow solutions to meet the unique needs of businesses like yours.
Book a call with us today to discuss your goals, and let’s explore how we can help you get more out of ServiceNow.
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