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4 Critical Steps to a Successful CMDB Deployment

Hannah Bowling
July 17, 2023

Have you ever wondered why some CMDB deployments fail while others succeed? It often comes down to one crucial factor: starting with WHY. 

By clearly defining your goals and objectives for configuration management, identifying critical business priorities, and creating a well-planned roadmap, you can make a solid foundation for success. This blog will start by exploring key challenges IT teams face, from establishing governance structures to gaining executive support and aligning with business priorities.

By combining my learnings from customer interactions and the expertise of Shaun Brachmann, our CMDB Practice Director, with 30 years of experience in the field, I will share the critical steps toward successful CMDB planning.

Common Challenges - from an IT perspective:

  • The need to identify key individuals, establish processes, and implement governance structures.
  • Gaining executive support and allocating time and resources for CMDB maintenance.
  • Collaboration with the business side to demonstrate CMDB's value and align its functionalities with organizational needs is neglected.

Critical Steps to Successful CMDB Deployment:

1. Set Your Direction: Understand Your WHY.

  • Define clear goals and objectives for configuration management.
  • Identify critical business priorities that your CMDB should support.
  • Determine Scope and Priorities: Assess the critical configuration items (CIs) and prioritize them based on their impact on IT services and business operations.
  • Develop a well-planned roadmap that outlines the timeline, milestones, and critical activities for your CMDB deployment.
  • Share your goals, objectives, and roadmap with relevant teams and departments. Encourage open discussions to address concerns and gain support.


2. Build a Team and Governance Model:

  • Assemble a competent team with diverse skill sets.
  • Include subject matter experts, IT professionals, and stakeholders from various departments.
  • Establish a robust governance model:
  • Define roles, responsibilities, and decision-making processes.
  • Foster collaboration and accountability.

3. Design Your Configuration Plan:

  • Analyze your organization's infrastructure thoroughly.
  • Identify and prioritize Configuration Items (CIs) aligned with your business objectives.
  • Start small and focus on specific use cases.
  • Avoid populating the CMDB with irrelevant items that don't align with your priorities.

4. Show CMDB's Value to Other Departments:

  • Highlight the advantages of the CMDB to other departments:
  • Improved decision-making, streamlined operations, and enhanced collaboration.
  • Demonstrate how the CMDB can help different teams meet their objectives.
  • Encourages cross-department collaboration, knowledge sharing, and open communication

The payoff of getting this right:

  • Up to 40% reduction in IT costs with a well-configured CMDB.
  • Prevent costly unplanned outages and reduce downtime.
  • Improve overall system availability.
  • Make informed decisions and allocate resources efficiently.
  • Respond to changes in the IT environment.
  • Enhanced productivity and customer satisfaction.

RELATED: How did a health system save $500K by revolutionizing their CMDB?

Successfully planning your CMDB deployment offers numerous benefits. By setting a clear direction, building a solid team, designing a focused configuration plan, and showcasing the CMDB's value, you can achieve organizational success through improved efficiency, enhanced service delivery, reduced downtime, increased decision-making, and cost savings.

If you have any questions or need further guidance, we are here to support you. Please reach out to set up a call with Shaun or his team of experts who can provide valuable insights and assistance.

Schedule a Call Today

Authors: Hannah Bowling & Shaun Brachmann

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