ITSM Automation: How to Automate Your IT Service Management

The demand for streamlined processes has never been more critical. Studies reveal that 65% of IT professionals find manual IT service management to be their biggest operational challenge. This highlights the need for ITSM automation.

Discover how to transform your IT service management, reduce human errors, and enhance overall efficiency 👇

What is ITSM Automation?

ITSM Automation is your go-to digital buddy helping you streamline IT management tasks. Here's how it plays out:

  • It's all about using software and technologies to automate IT Service Management (ITSM) practices.
  • Think of it as using smart tools like AI-powered chatbots, and virtual agents to handle routine jobs such as creating, monitoring tickets, or answering simple queries.
  • The magic of ITSM Automation lies in its aim to boost efficiency across different teams. It's like having an invisible workforce that reduces manual effort and increases productivity.
  • A study suggests ITSM automation can cut down service desk calls by over 40%.

ITSM is like having an invisible workforce that reduces manual effort and increases productivity.

Table of Contents
    Add a header to begin generating the table of contents

    Benefits of ITSM Automation

    increased efficiency and productivity as Benefits of ITSM Automation
    • Reduced workload on the human workforce and increases productivity
      • Reducing Operational Costs
      • Enhancing Operational Efficiency
      • Improving User Experience
      • Streamlining Ticket Resolution
      • Upgrading Release Management
      • Effective Incident Management
    • Improved accuracy and consistency of processes
    • It helps organizations to become more agile
    • Improves customer satisfaction
    • Improved the visibility of the IT process
    • Improved operational efficiency
    • Improved security and compliance
    • Improved efficiency and scalability of IT services
    • Improved the experience of end users
    • It helps organizations to keep up with the ever-changing technology landscape

    How to Implement an ITSM Automation Process: A Step By Step Guide

    1. Determine the right automation tools

    Look for these top features in automation tools:

    • Easy-to-use interface
    • A broad range of functionality
    • Comprehensive training resources
    • Robust data security measures
    • Flexible scalability

    Pros :

    • Enhances Efficiency
    • Reduces Error Rate
    • Allows for Scalability
    • Provides Insightful Reporting
    • Streamlines Communication

    Cons:

    • Requires Comprehensive Training.
    • High Initial Investment.
    • Risk of Over-automation.
    • Dependence on Vendor Support.
    • Possible Workflow Disruption during Integration.

    2. Identify the right process to automate

    • Identify tasks that are highly repetitive with predictable variations. The outcome needs to be foreseeable for successful automation.
    • Review the readiness of tasks for automation. They should be clear-cut, and carry consistent outcomes. If there's a lack of transparency, reevaluate your automation plan.
    • Choose the right tools. Incorrect tech can derail the entire operation. Ensure you pick a tool that fits your needs.
    • Equip your team with necessary skills like design knowledge and logical reasoning.
    • Highlight the benefits of automation to your team to win their confidence. Involve key stakeholders in the early stages to ensure smooth adoption.

    3. Assess your current level of automation

    Understanding your current level of ITSM automation is vital to making precise improvements. Here's how to assess it:

    • Identify key performance indicators like first response time, resolution time, and user satisfaction.
    • Monitor continuously.
    • Don't overlook the potential of new tools or technology. Stay alert to IT trends.
    • Assess the return on investment. Focus on repetitive tasks with predictable outcomes to determine what's cost-effective to automate.
    • Make sure your team has the skills needed. Automation success hinges on having the right personnel.
    • Get the team onboard. Ensure everyone understands the benefits of automation, from cost savings to improved efficiency.

    4. Consider the right level of complexity for the process

    Automating ITSM processes requires a strategic approach.

    • Identify frequently encountered requests at your service desk.
    • Prioritize tasks that are highly repetitive with predictable variations. Such tasks are perfect for automation since they're easy to define and map, and the output is equally predictable.
    • Ensure readiness and availability of tools before moving forward with automation.
    • Develop the right skills. Successful automation needs people with the right set of skills such as design skills, organizational goal understanding, and logical reasoning.

    5. Identify the people involved in the process

    Here's how to identify the right people involved in the ITSM automation process:

    • Map relevant stakeholders like support reps, leaders, business partners, users, etc.
    • Communicate the benefits of automation early and often. This can include increased efficiency, cost reduction, and improved user experience.
    • Involve them from the beginning, facilitating transparent discussions about potential automation scenarios.
    • Conduct brainstorming sessions to uncover pain points that automation could solve.

    6. Create a plan for automation

    Effective planning not only streamlines implementation but also maximizes the benefits of automation.

    • Communicate: Discuss automation benefits with your team. Highlight points such as improved efficiency, cost reduction, and enhanced user experience. Include key stakeholders in these early conversations.
    • Analyze: Conduct discussions with various departments, pulling out their challenges that could be addressed via automation.
    • Naming: Maintain consistency in your organization's language and naming conventions to avoid confusion during automation.
    • Go long-term: Focus on longer-term ROI instead of just immediate gains.
    • Identify tasks: Consider automating highly repetitive, predictable tasks first.
    • Readiness: Evaluate whether your operations are clearly defined and consistent for successful automation.
    • Choose tools: Ensure your chosen tools align with your requirements.
    • Skill development: Have the right team in place—knowledgeable, adaptable, and equipped with logical reasoning skills.

    7. Identify key success factors for the process

    Here are key success factors:

    • Be ready for changes, understanding the impact on your team and structure.
    • Collaborate with stakeholders, aligning workflows, outcomes, and expectations.
    • Ensure skilled personnel are prepared, and vendors are available for guidance.
    • Identify key performance indicators (KPIs) like response time, resolution time, and user satisfaction.
    • Be open to new tools and technologies. Stay updated on IT trends.
    • Communicate the benefits of automation, and involve key stakeholders early on.
    • Consider the long-term return on investment. Only automate profitable, well-defined tasks.

    8. Establish clear and precise expectations

    In fostering efficiency:

    • Be open to changes in your team's operation mode, and comprehend how process modifications can impact your organization's setup.
    • Build a close-knit relationship with stakeholders to clearly understand business workflows.

    In ensuring smooth implementation:

    • Ascertain that you have the required skills before proceeding.
    • Arrange the right metrics to keep a tab on your progress.
    • Don't skip reviewing and documenting current workflows. This includes manual ones that might be communicated orally.

    9. Invest in the right technology

    Here are some top features to consider:

    • Easy functionality
    • Powerful reporting capabilities
    • Automation capabilities
    • Third-party integration options

    Pros:

    • Enhanced efficiency
    • Optimal data security
    • Reduced costs
    • Improved user experience
    • Integrated operations

    Cons:

    • Potential resistance from staff
    • Cost of investment
    • Training requirements
    • Need for constant updates
    • Dependence on vendor support.

    10. Establish a feedback loop

    An effective feedback loop collects ideas, suggestions, and pain points directly from the users, and bridges the gap between what your organization can do and what it should do.

    • Utilize automation to trigger short surveys or polls after each user interaction. This method will help identify areas that need streamlining or are overly complicated.
    • Communicate the benefits of automation to your team. Transparency about process efficiency, cost reduction, or improved user experience can increase acceptance.
    • Regularly review established workflows for potential errors or improvements. Keep an eye on KPIs that correlate with your company's performance and goals.

    We'll buid your first application for you. At no extra cost.

    Let us build your first business application for free. Go from an idea to an application in under 2 weeks.

    Research and Discovery@2x

    14 Examples of ITSM Automation in Action

    1. Service Desk Automation

    To implement this, follow these easy steps:

    • Kick off the automation with tools like SolarWinds® Service Desk. It smartly assigns tickets to the most relevant expert.
    • Utilize its robust AI capabilities to appropriately categorize incoming tickets, reducing your workload.
    • Automate mundane tasks like ticket assignments and sending out notifications. This allows your team to focus on resolving more crucial issues.
    • Leverage intelligent chatbots and AI-based FAQs for quicker resolutions.
    • Use automated surveys for instant feedback and constant improvement.

    In no time, you'll experience improved customer experiences, faster turnaround times, and significant cost savings.

    2. IT Service Management

    Automate certain aspects of IT Service Management (ITSM) to improve efficiency and save your people from performing mundane tasks. This modern solution lets your team focus on the bigger, more challenging issues.

    • Identify the routine tasks such as incident creation and tracking or provide automated responses via a self-service portal.
    • Prioritize automating functions like password resets which can cut down service desk calls by over 40%.
    • Keep metrics in place to measure and track your progress.

    3. Customer Experience Management

    Here's how ITSM automation helps with customer experience management:

    • You interact with a chatbot integrated with conversational AI and Natural Language Processing (NLP).
    • The chatbot quickly comprehends your issue.
    • It either solves your problem immediately or rapidly routes you to the right expert, saving valuable time on both ends.

    4. IT Process Automation

    IT Process Automation, often paired with Artificial Intelligence, aims to replace or amplify manual Information Technology Service Management (ITSM) processes. Its main purpose involves eradicating inefficient, costly, and error-prone manual methods.

    Here's where automation comes to the rescue.

    • Step 1: Implementation of Robotic Process Automation (RPA)
    • Step 2: Automation of service desk ticketing, from creation to routing
    • Step 3: Optimal assignment to service agents and closure, all through unattended automation

    In this way, IT Process Automation can streamline ITSM delivery, drastically reducing manual intervention, and consequently improving efficiency, accuracy, and productivity.

    5. IT Service Catalog

    Here's a quick guide on how you can implement ITSM Automation in your IT Service Catalog:

    • Identify all IT assets in your organization, like hardware devices and software applications.
    • Note down specifics like versions, locations, and dependencies.
    • Now define and automate the request fulfillment process for these listed services with Virima’s Service Catalog Automation feature.
    • Once automated, the fulfillment process is triggered automatically, ensuring prompt service delivery.

    6. Service Request Fulfillment Process

    Here's how you can automate your Service Request Fulfillment Process in IT Service Management:

    • Review your service desk queries and identify repetitive ones.
    • If it is, that's your perfect starting point for automation.
    • Utilize software like Virima's Service Catalog Automation. It allows you to define and automate the request fulfillment process.
    • Opt for software with features like ServiceDesk Plus automation. These ensure all tickets are resolved consistently and reduce technician errors.
    • Automate ticket routing. This leads to efficient conflict resolution and a better service experience.

    7. IT Incident Management

    ITSM automation ensures your team swiftly identifies, triages, and addresses incidents, minimizing any downtime.

    • Upon system failure, ITSM automation triggers an immediate alert to your support desks.
    • It goes further to route these alerts precisely to the right personnel or group.
    • The incident is then diligently tracked until a resolution is achieved.
    • Once resolved and things are back to normal, automated notification alerts are sent to customers, keeping them in the loop.
    • It uses AI to offer possible fixes for urgent incidents, hastening resolution and ultimately minimizing impact. It also correlates similar incidents, consolidating resolution efforts to avoid recurring instances.

    8. Service Level Management

    Service Level Management (SLM) is a critical branch of IT Service Management that defines the quality and timelines of service delivery. Now, here's how you can automate it:

    • Identify distinct types of tickets and assign unique resolution times.
    • Utilize a robust service desk tool for creating multiple Service Level Agreements (SLAs) explicitly tailored for each ticket type.
    • Introduce proactive and reactive SLA notifications to keep you updated on ticket statuses.
    • Implement escalation processes up to four levels to ensure every ticket gets the required attention.
    • Leverage machine learning and AI to predict potential issues, improving your services over time.

    9. Change Management

    Change Management in IT Service Management (ITSM) is all about controlling, scheduling, and implementing changes to IT configurations and systems effectively. Here's how you can leverage automation in this process:

    • Have a detailed understanding of your current team operations and how these changes can affect your organizational structure.
    • Solidify your collaboration with stakeholders to establish clear business workflows, outcomes, and expectations.
    • Ensure you have an adequate skill set before getting started with automation.
    • Engage a supportive vendor or supplier who can provide expert guidance throughout.
    • Use an automated tool like EV Service Manager to manage and oversee change requests, auto-approve changes, and monitor IT health status in real time.
    • Implement metrics that will help measure your progress quantitively.

    10. Requestor Experience

    Here's how to enhance requestor experience with ITSM automation:

    • Leverage ServiceDesk Plus features like the Request Life Cycle (RLC) and mandatory fields. This reduces technician slip-ups, ensuring a smooth, error-free ticket progression.
    • Understand and prioritize improvements based on feedback. Implementing a mechanism to collect anonymous feedback helps bridge gaps, allowing for constant enhancement.
    • Personalize the experience. Define and understand the customer journey to offer a catered IT service.

    11. Knowledge Management

    Consider the application of ITSM automation in knowledge management.

    • With the help of AI and machine learning, ITSM automation can manage and organize databases, culminating in effective knowledge management. When you use a chatbot for customer service, the AI can select appropriate knowledge articles, guiding the user through the correct workflow and streamlining the service delivery process.
    • The use of ITSM automation minimizes repetitive tasks and makes the administration process seamless, which leads to substantial cost reduction.

    12. Service Request

    A Service Request is a formal demand from a user for specific services or information, like resetting a password or setting up a new workstation. Automation in Information Technology Service Management (ITSM) can significantly streamline and enhance this process. ITSM automation can:

    • Automatically route service requests to a pre-designated support agent or team based on the type of task, ensuring it gets to the professional with the right skillset.
    • Reduce technician errors with mandatory fields in the Request Life Cycle (RLC), improving ticket progression and resolutions.
    • Utilize artificial intelligence to identify incidents and service requests within a category, simplifying form completion and expediting request handling.
    • Enhance the overall customer experience with service-level agreements (SLAs) and timely automated updates, leading to increased customer satisfaction.

    13. Project management

    a guy performing evaluation and optimization of itsm automation

    Here's how to use ITSM automation in project management effectively:

    • Understand Your Team's Workflows: Gauge the recurring tasks that are time-consuming yet essential for your team. Automation thrives on routine.
    • Identify the Suitable ITSM Tool: Based on your team's needs, choose an ITSM tool that can handle your specific tasks. Remember, there are over 300 built-in tasks an automation tool can manage.
    • Involve Stakeholders in the Process: Incorporate business workflows, outcomes, and expectations in consultation with your stakeholders. They're allies to ensure the system works for everyone.
    • Ensure Team Preparedness and Vendor Support: Prior to implementation, make sure your team has the necessary skill set, and your vendor is prepared to provide expert guidance. Measure your progress using metrics.
    • Communicate Roles Clearly: Post-implementation, familiarize your agents with their new roles. Clarity will help avoid challenges down the line.
    • Constant Evaluation and Optimization: Just like any process, regular evaluation and tweaks are needed to fit changing scenarios.

    14. Asset Management and Tracking Automation

    Asset Management and Tracking Automation in IT Service Management handles tracking and managing assets throughout their lifecycle. Here's a simplified step-by-step guide to how it works:

    • Step 1: Integrate automation tools into your ITSM software. Depending on the tool, it can track assets, manage licenses, and evaluate asset lifecycles.
    • Step 2: Use these tools to keep tabs on your assets. This could include hardware inventory or software applications used across various devices.
    • Step 3: Generate reports and analyze the results. This helps identify bottlenecks and improve service levels.

    Take Your First Step to IT Automation with Kohezion

    As you've uncovered the powerful potential of ITSM automation, it's time to take action and elevate your IT service management to new heights. At Kohezion, we are your partners in this transformative journey. Contact Kohezion today to discuss how our expertise and cutting-edge solutions can be customized to suit your unique needs. Whether you are a small business or a large enterprise, we have the tools and knowledge to optimize your IT processes, minimize downtime, and elevate customer satisfaction.

    Don't wait – seize the opportunity to enhance your IT operations. Reach out to us now and embark on a path to IT excellence. Your future begins with a simple click – contact Kohezion and unlock the full potential of your IT service management.

    Start building with a free account

    Scroll to Top