Be sure to catch my Ivanti HEAT ISM Podcast here #Ivanti #HEAT #IvantiITSM #IvantiServiceManager #Podcast #IvantiAssetManager #Consultant #Developer #ProfessionalServices

Ivanti HEAT ISM Podcast

My podcasts cover popular Ivanti Service Manager (HEAT ISM), SDLC, ITSM, ITAM, and ESM Topics.

Why Podcasts? Sometimes podcasts are a great medium to share information. Podcasts are quick and easy to create, powerful, and also convenient to listen to on the morning commute, lunch break, or while travelling. Plus you can download Podcasts for offline listening.

Personally I like to download a few hours worth of Podcasts whenever I’m travelling or stuck somewhere and want a break from reading or watching videos.

You can find my Podcast on

Question from an ITSM client regarding their Ivanti Service Manager tenant: If needed, are we able to create a separate instance for the AP ticketing?
  1. Q & A. Separate Ivanti Service Manager (ISM) instance for AP?
  2. Do you really need a Project Manager for your Ivanti Neurons for ITSM/ITAM Implementation?
  3. What makes a great Ivanti HEAT Neurons Administrator/Developer/Consultant?
  4. Ivanti Developer or Consultant?
  5. Is Ivanti a Professional Services Provider?
Knowledge Centered Services - Knowledge Management - ISM- Ivanti Service ManagerDeveloperConsultantITILProcessesformerKifintiConsultant.png

Knowledge Centered Services

Incident Management, Problem Management, Change Management, Service Requests, Self Service tend to be the focus of most implementations. Few implementations truly focus on Knowledge Management.

Knowledge Centered Services - Knowledge Management - ISM - Ivanti Service Manager - Developer - Consultant - ITIL Process - former Kifinti Consultant- Toronto
ITIL Service Desk Process
aka Nirvana
Note: There are better & simpler Knowledge processes!

Don’t get me wrong, Knowledge Management often is on the scope of work, solution design document, and frequently discussed. Too frequently. Without resolution.

Here-in lies the bottle-neck. Most Service Desks are too busy “working in the business than ON the business”. That is, too busy fighting the fight from the trenches rather than forming a strategy with the help of the General (Service Desk Manager) and Subject Matter Expert (Knowledge Manager).

You see, it’s easy to get caught up in discussing Knowledge and to get overwhelmed by the gargantuan task of Knowledge Management. Meeting after meeting, everyone agrees that Knowledge is important and needed. Not unlike home-improvements, weight-loss, fitness, self development, that many spend more time thinking and worrying about, only to release it starts with one small step. A trip to the hardware store, a strategic grocery list, a trip to the gym, and what else, more lists.

Once it’s written, it’s real. Is one of my favorite sayings. Lets face it, it’s all just talk otherwise without any concrete plan. And I’m not talking about a cockroach killer solution design document that most use as a door stop only to realize it’s outdated by the time it’s actually approved.

What I’m talking about is…

Helpdesk 101

Since HEAT for Windows 2.0 (somewhere around 1996, now Ivanti Service Manager aka ISM) there has been a built in Knowledge Base (KB) called FLS (First Level Support) with a very basic search capability.

The concept of Knowledge Centered Services has been around for a long long time. Like many other things, technical concepts and solutions, it’s just a re-branding of the same basic concept.

Knowledge Management 101

Knowledge is key and there is quite a bit we can do to automate and ease that process, some of it is OOTB (Out-of-the-box) and other enhancements are quick wins that can easily be added on to ISM.

Self Service

Self Service plays a huge role these days, once you have the knowledge, you can make (some of) it available to the self service portal which can be used to provide self service users potential solutions (object matching) when they log an issue and of course knowledge readily available for searches.

AI (Artificial Intelligence)

The next big thing that seems to be a buzz word, AI, is nothing more than a fancy way of doing object matching. Rather than a user logging an issue, a user types in the issue “subject” as a “question” which then searches the KB (object matching) and offers possible solutions. This is where the self service chat will start playing a role.


Key is putting the structure in place (triage, 2nd level, 3rd level support > knowledge manager), having someone dedicated (Knowledge Manager) to oversee the process (Knowledge “over-watch”), and having the right tools to i) Populate Knowledge ii) Search Knowledge iii) Suggest Knowledge iv) Maintain Knowledge. GIGO at its finest.

Knowledge Centered Service Success

80% of Service Desks Knowledge Implementations fail or rank poorly with their implementation of Knowledge. That is, IF the service desk has actually gone past over-analyzing and over-thinking and over-discussing knowledge, and made it past approving a long-winded solution design document, countless meetings, and started implementing a solution that meets business & technical requirements with culture and user adaption in mind.

This is where I’m here to help to provide you with some best practices, strategies, processes, workflows, and tools to bring your Knowledge Management to the next level.

Ivanti Service Manager 2020.1 On-Premise Released

Upcoming Versions
2020.2 – Planned June/July 2020

2020.3 – Planned October/November 2020

Current Version
2020.1 – Ivanti ITxM Download 2020.1

Self Service Request Offerings for Covid-19

With Covid-19 the world has been turned upside down. Customer Service in many industries is facing an influx of calls, emails.   Air Asia has done a great job implementing AI to deal with flight cancellations and issuing credits.  Ivanti Service Manager will be adding AI functionality very soon (stay tuned on some great examples and ideas for your company’s implementation).

What can you do now to streamline customer service and service desk processes for Covid-19?

Self Service Request Offerings

Where you are in the travel or hotel industry or an organization dealing with IT infrastructure strategies for remote works, Ivanti Service Manger can help.

Use Anonymous Forms

You can set up Anonymous Login in situations where not all customer, employee, or account data is available or configured.

Implement simple Self Service Request Offerings

Make forms easy and simple to use by requesting and requiring only absolutely essential information such as a unique identifiers, such as email address, reference number, booking code, asset tag, etc. as well as contact information (again email address) and phone number, or shipping location.

Use dropdowns or radio buttons to identify the type of inquiry or better direct the inquiry.    This is very powerful if you create a generic request form and then have options to better channel those requests. Think workflow, tasks assignment, approvals, which can be configured based on cases.

Going back to my example with Air Asia, I was prompted for my Booking Reference #, Last Name, travel origin, and type of  request (rebook, credit).  Upon providing all the information I was provided a credit to my account for my flight.

To implement the same functionality within Self Service you would create a request offering, with anonymous login if your target audience does not have logins, with all the above mentioned information, along with requester contact email address, and then in your workflow configure the path based on the type of request and forward to the corresponding team or notify the corresponding department to process the request.  Upon completion Ivanti Service Manager can be configured to send out the corresponding closure notification to the requester.


a19 fighting Covid-19

In just a few short months, COVID-19 has grown into a global pandemic.  Times like this call for action.

a19’s commitment
to fighting Covid-19

Healthcare systems are overwhelmed and many people are struggling as social distancing and the economic impact takes a toll.
We are donating 10% of all sales to charity for as long as it takes to help front-line workers, the sick, elderly, and needy.

Put yourself in the hot seat with our
IT Service and Asset Management Audit

The purpose of this intense 60 minute ITxM Audit is to review your current Ivanti Service and Asset Manager system and processes.

Give us just 60 minutes of your time and
we guarantee we will improve your ITxM practices!

Ivanti ITxM 2019.3 Available for Download

Ivanti has released ITxM 2019.3, that is Ivanti Service Manager and Asset Manager 2019.3 On Premise for download.

Ivanti Asset Manager 101

Asset Manager is a much talked about “new” product that was released with ITxM 2018.3 and actively promoted with ITxM 2019.1.

ITxM 2019 in fact consists of Ivanti Service Manager (ISM) and Ivanti Asset Manager (IAM).

Ivanti Asset Manager has been around for a while and Ivanti Service Manager, formerly known as HEAT, has done Asset Management since its early HEAT for Windows days in the 1990’s.

ITxM is a leap forward combining the best of both the Asset Manager product and HEAT’s Asset Management capabilities with a roadmap to dominate the ITxM space.

Key features

  • Asset Roles
  • Android Based Asset Scanning
  • Improved Asset Interface
  • Improved Integration for Discovery Tools such as EPM and SCCM
  • Improved Asset Reports & Dashboards
  • Improved Asset Life Cycle Statuses
  • Simplified Asset Types, including Consumables
  • Inventory Stock Management
  • Contracts and Purchase Orders
  • Improved Vendor Management
  • Improved Software Library
  • Improved Audit & Compliance Capabilities
  • Improved Costing Reporting Capability (Total Cost of Ownership)
  • Request Offerings (2019.3)
  • Improved Asset Workflows

ITxM in essence becomes your single source of truth with a holistic view of your assigned assets, discovered assets, tracked against purchase orders, contracts with workflow and approval processes.

Lots of great functionality and features that on the surface provide a great demo and glimpse into what your Asset Management Strategy could look like, but overkill in practice.

For this reason I have developed an Asset Manager Best Practice System in working with dozens of clients over the last couple decades.

If you are serious about making your Asset Manager Strategy a success, be sure to contact me I’m here to help!