Business Units with Companies


 

 

Get Well Playbook

Business Units without Companies

 

A step-by-step guide to analyze and remediate CMDB Data

 

Table of Contents

Summary

Goal of this Playbook

Audience

Problem Overview

Executive Summary

How this playbook can help you achieve business goals

How this playbook is structured

Problem Analysis

Upstream Causes

Downstream Consequences

Impact on Your Business

Engagement Questions

Remediation Plays

Summary

Play 1: Review your data

Play 2: Analyze your CI records

Play 3: Fix Play

Play 4: Fix Play

Data Governance

 

 

Summary

Goal of this Playbook

 

Details about this playbook

Author


Scott Lemm

Date


03/14/2021

Addresses HSD #


HSD0003785, HSD0007940

Applicable ServiceNow Releases


Orlando, Paris, Quebec

Prerequisites 


  CMDB and CSDM Data Foundations Dashboards Version 1.2.0 or above

Time Required


Approximately 1 to 4 hours (depending on your environment)

 

Audience

 

Problem Overview

Within the organizational structure, Business Units are a critical data foundation object for planning and reporting on our Digital Products. The organizational structure documented within ServiceNow allows us to provide visibility into our day-to-day operations. This visibility allows for effective planning and risk mitigation. Without an effectively documented organizational structure, we are unable to effectively assist in IT Business Management.  The Business Unit is a critical element in the organizational hierarchy as it is often the most utilized object to denote ownership of Digital Product Portfolios and the required planning of said portfolio. Understanding what legal entity, or Company, these Business Units belong enable us to complete the primary elements of the Organizational hierarchy: Company à Business Unit(s) à Department(s).

If the Company is not populated on a Business Unit object, then we will be unable to organize an effective organizational structure for reporting and IT Business Management.

This playbook helps you identify those Business Units that have no Company.

 

Executive Summary

How this playbook can help you achieve business goals

How this playbook is structured

This Playbook will guide you through 3 plays.

 

Problem Analysis

Upstream Causes

Downstream Consequences

Data Consequence

Operation Consequence

App Consequence

 

Impact on Your Business

Missing Company data on a Business Unit affect the following areas of your business

 

Engagement Questions:

Consider answers to these questions:

  1. What are the major sources of organizational structure, Company (legal entity), Business Units and Departments in your repository?
  2. Who maintains your organizational structure data?
  3. Are 3rd party integrations populating your organizational structure?
  4. Do you import data manually? If so, what process do you use?   Does your process include populating your organizational structure?

 

Remediation Plays

Summary

The table below lists and summarizes each of the remediation plays in the playbook.  Details are included later. 

Play Name



Play 1: Analysis

What is this play about

Identify which Business Units do not have Companies

Play Steps

Run report to help identify target BUs

Play 2: Fix Existing Data

What is this play about

Populate correct Company

Play Steps

Add correct Company from the form view

Play 3: Data Governance

What is this play about

Helps you establish standard operating procedures, as well as periodic data certification

Play Steps

Provides detailed advice, best practices and data audit instructions

 

Play 1 - Analysis

What this Play is about

Identify which Business Units do not have Company

Required tasks

  1. Install CMDB and CSDM Data Foundations Dashboard from the ServiceNow App Store.
  2. Navigate to the CSDM Data Foundations Dashboard module in the left navigation menu.
  3. Select the Foundation tab.
  4. Select the Business Units without Companies report to view a Performance Analytics report of Business Units without Companies.


 

 

 

 

  1. On the Performance Analytics report select Show Records to display the Business Units without Companies
  2. A list of Business Units without Companies is then displayed

  

 

Play 2 - Analyze your CI records

What this Play is about

This play tells you how to add a Company on a Business Unit

Required tasks

  1. Open a Business Unit from the Business Units without Companies report. This activity may need to be performed by an admin.
  2.  Identify the empty Company attribute
  3. Enter the correct Company into Company on the Business Unit form and select Update.

 

Data Governance

What this Play is about

This play lists the best practices and processes for Business Units without a Company

Required tasks

    1. Periodically review the CSDM Data Foundation dashboard report to see if there are any Business Units without Company.
    2. Establish a Foundational Data Owner process that enables Data Stewards to ensure data integrity for the organizational structure.

Congratulations

You have completed this Get Well Playbook.