Services enablement

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	Designer Enablement	UPM-X Enablement
Pricing	on request 6668	on request 7
Enablement
Remote enablement The enablement is delivered through remote sessions.
Best-practice advisory ins-pi Practice Consultants will provide best-practice advisory to keep the configuration in alignment with ServiceNow & market best-practices.
Scope
Initial configuration
ACL configuration
Realtime Indicators
Views & Filters
Shape libraries		N/A
Calculated fields	N/A
Configuration packaging & staging	N/A
Metamodel extensions
Enable initial set of use-cases
Data Migration

Designer Enablement

The Designer Enablement Package supports the initial configuration of the Designer application for organizations to get started immediately with predefined budget. The enablement is delivered by ins-pi Practice Consultants and Technical Consultants following ServiceNow and market best-practices.

Concept & Specification	Enablement Step	Description
	Session #1	Kick-off & Introductions. Review use-cases, validate metamodel, entitlement & installation. Review support model.
	Session #2	Review requirements for shape libraries, shapes, class definitions, cross-scope privileges, and access rights (ACLs).
	Session #3	Review requirements for class fields, relationship definitions, relationship fields, realtime indicators, global filters, global templates.
	Session #4	Review requirements for approval workflow, best practice process advisory, outcome review, planning next steps & deliverables. Q&A.
Configuration & Implementation	Metamodel	Configure suggested relationships, class definitions, relationship definitions, class fields, relationship fields.
	Shape Libraries & Shapes	Configure shape libraries and shapes.
	Realtime Indicators	Configure realtime indicators and indicator breakdowns.
	Global Filters & Templates	Configure global filters & templates.
	Access Rights (ACL)	Configure access controls, groups and roles.
	Approval Workflow	Configure custom approval workflow.
	Project Management	Project management, status calls and interactions.

UPM-X Enablement

The UPM-X Enablement Package supports the initial configuration of the UPM-X application for organizations to get started immediately with predefined budget and best-practice guidance. The enablement is delivered by ins-pi Practice Consultants and Technical Consultants following ServiceNow and market best-practices.

Preparation & Kick-off	Enablement Step	Description
	Entitlement & Installation	Initiate entitlement and support application installation on DEV, TEST, PROD.
	Kick-off preparation	Arrange kick-off meeting and complete all arrangements for enablement success.
	Enablement Session #1	Kick-off & introductions, entitlement & installation, support model, way of working & customer input, project organization and setup.
	Enablement Session #2	Review use-cases, metamodel and lifecycles.
	Onboarding	Completing onboarding requirements and accounts created for ins-pi members.
Core Configuration	Metamodel documentation	Document metamodel requirements incl. fields & relationships.
	Metamodel implementation	Enhance information model with additional fields and relationships.
	Lifecycle phases	Agree and configure lifecycle phases and styles.
	Realtime Indicators	Review, define & configure realtime indicators.
	Forms & Lists	Review, agree and configure form/list layouts/process flow.
	Application menu	Define and configure menu, portal and navigation tree.
	Testing	Create test cases and test core configuration.
	Packaging	Create runbook & package configuration.
Enhanced Configuration	Configuration	Configure business rules/clients scripts/UI policies/Scheduled Jobs.
	Calculated fields	Configure calculated fields and algorithms.
	Testing	Create test cases and test core configuration.
	Packaging	Update runbook & package configuration.
Access Rights Configuration	Specification	Define user access & ACLs incl. read/write/visibility.
	Configuration	Setup user access & ACLs incl. fields per role/group.
	Testing	Create test cases and test core configuration.
	Packaging	Update runbook & package configuration.
Reports & Dashboards	Specification	Specify reports & dashboard (mockups)
	Configuration	Configure reports & dashboards
	Packaging	Update runbook & package configuration.
Deployment & Testing	Deploy configuration on TEST	Assist configuration deployment on TEST
	Complete testing on DEV	Configuration testing on TEST
	Fixing	Fix any issues
	Deploy configuration on PROD	Assist configuration deployment on PROD
	Packaging	Finalize solution documentation & configuration backup
Project Management	Final presentation	Final stakeholder presentation of project results
	Weekly Status meetings	Weekly status calls
	Project Management	Project management, status calls and interactions.

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Services enablement

Designer Enablement

UPM-X Enablement

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