Lessons Learned from a Tool Purchase and

Who are the Players?
• Who is using the current
ITSM tool?
Create Measurement
Process
• Spreadsheet with
Requirements Listed
• Prioritize
What are the
Requirements?
Select Tools to Evaluate
• What do we have now?
• What do we want?
• Scheduled meetings with all
possibilities
• Narrowed it down to three
Select New Tool
Implement Tool
• Which tool comes the
closest to requirements
needed within budget?
• Work with vendor to
implement tool
Why didn’t the pieces come together?
• Settled for tool that had most of what we needed
• Lost focus of important requirements
• Let the project checklist and budget drive project
• Promised functionality that could not be easily delivered
• Broken processes
HOW TO DECIDE?
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FIRST ROUND DEMOS
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Implementation
• Strong Implementer
• Project Charter
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Define the Scope of Phase One
Define everyone’s role
Focus on your proven processes
Process for capturing scope creep and new requests
• Communication
• Weekly Status Meetings with Core Team
• Monthly Status Meetings with Whole Team
• Don’t forget Training
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Questions?
[email protected]
720-852-1017
www.linkedin.com/in/rveit