IT Service Automation Toolkit

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Elicit, analyze and understand business and Data Requirements to develop / evolve completE Business solutions, KPIs / KRIs, Data Models (entity relationship diagrams, dimensional Data Models), ETL and Business Rules, data Lifecycle Management, governance, lineage, Metadata and reporting elements.

More Uses of the IT Service Automation Toolkit:

  • Manage work with technology/Project Teams to understand thE Business meaning of data, provide analysis and requirements so that Data Design is fully understood and the development initiatives are in line with intended design and standards.

  • Manage advanced Data Administration and Management Of Technology finding remediation Data Management and oversight.

  • Manage and ensure optimal operation of Network Services, Collaboration Services, Workplace Services and Hosting Services.

  • Devise: enterprise Systems Management administration, maintenance, Process Improvement for your web based platforms.

  • Provide Technology Leadership and articulate Infrastructure Strategy, especially with respect to advances like containers, infrastructure automation, and Cloud Infrastructure.

  • Establish: automation as an IT Organization, you strive to let technology do as much of your work for you as you can.

  • Initiate: point of escalation for IT Service Delivery concerns from thE Business and It Management, ensuring Business Impacts are identified and considered.

  • Confirm your business provides overall Strategic Leadership and Strategic Direction for the planning, implementation, delivery, and Continuous Improvement of system services to meet the current and future needs of the Enterprise.

  • Interact with the stakeholders during and after all assessment phases to coordinate issues and resolution.

  • Itsm competencies and ITIL practices and the resulting data in order to optimize the performance of the IT Organization.

  • Help Desk technicians must have the good technical knowledge and communicate effectively to understand the problem and account for its solution.

  • Establish that your business demonstrates architecting, designing, and implementing next generation Deployment Architecture and Automation Solutions.

  • Systematize: track cost and identify OPEX opportunities across SaaS platforms, and physical and virtual systems.

  • Be accountable for Service Automation, modernization of infrastructure, platform services, and reduction of core issues effectively to contribute to Operational Excellence.

  • Be accountable for analyzing existing data to develop metrics and trends to enhance knowledge and capture value of data.

  • Secure that your organization oversees the installation, configuration, and support to a Local Area Network, Wide Area Network, internet system, computers, desktops and/or mobile devices.

  • Confirm you designate; build and foster relationships across your organization to ensure your Technology Investments match your Business Needs.

  • Arrange that your venture assess, approve all equipment, hardware, and infrastructure upgrades thru the IT infrastructure Change Management Process.

  • Standardize: partner and collaborate with other leaders to identify / implement new tools and enhance existing to increase automation and provide data to help you to scale.

  • Provide Thought Leadership and influence to enable the Infrastructure Services team to embody Digital Business capabilities.

  • Initiate or create software packages, test and pilot software packages utilizing the standard deployment tool.

  • Confirm your operation serves as a member of the System Administration Team with focus on hardware and Software Application.

  • Develop assessment Test Plans, assessment reports, and provides remediation or mitigation strategies.

  • Deliver service maturity through continual Service Improvement, automation first mentality, and aligning to a Service Management maturity model and plan.

  • Ensure you expand; consulted in the development of services (design, costing, orchestration), capacity and Resource Planning, and identification or problem areas/ pain points.

  • Collaborate with Project Teams and application/service Transition Team to ensure that New Services and upgrades are implemented without adverse impact your organizations critical Core System.

  • Identify: physically able to lift and move enterprise and client technology hardware in your Customer Environments.

  • Analyze data to determine the Root Cause of any issue and communicate with business and technical team.

  • Deliver business or Enterprise Data deliverables (that adhere to enterprise frameworks) for various platforms/servers/applications/systems.

  • Devise: monitor applications, platforms, and systems or solutions to proactively identify and resolve issues.


Save time, empower your teams and effectively upgrade your processes with access to this practical IT Service Automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any IT Service Automation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated IT Service Automation specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the IT Service Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which IT Service Automation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What IT Service Automation data will be collected?

  2. What information do users need?

  3. Are the key business and technology risks being managed?

  4. What can you do to improve?

  5. How are Training Requirements identified?

  6. Are the criteria for selecting recommendations stated?

  7. What are (control) requirements for IT Service Automation Information?

  8. Who is involved in the Management Review process?

  9. Who will be responsible for documenting the IT Service Automation requirements in detail?

  10. How will you know when its improved?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the IT Service Automation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your IT Service Automation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the IT Service Automation Self-Assessment and Scorecard you will develop a clear picture of which IT Service Automation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough IT Service Automation Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage IT Service Automation projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all IT Service Automation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the IT Service Automation Project Team have enough people to execute the IT Service Automation Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed IT Service Automation Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete IT Service Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 IT Service Automation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 IT Service Automation project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any IT Service Automation project with this in-depth IT Service Automation Toolkit.

In using the Toolkit you will be better able to:

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make IT Service Automation investments work better.

This IT Service Automation All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.