Q&A: Separate Ivanti Service Manager (ISM) instance for AP ticketing?

This is a question from a client in Canada.

Q: If needed are we able to create a separate instance for AP Ticketing?

So by “Ticketing” the Service Desk Manager is referring to incident management and service requests that Accounts Payable is currently handling with eMail and want to replace with Ivanti Service Manager which is already used by their IT Service Desk.

Funny enough I had a similar question from a client in the UK that wants to onboard other divisions and groups using email and other systems in Asia.

A. You could but a better way would be to configure your existing tenant (instance) with a new role specific for AP with record level access rights for AP to have access to only their “tickets” and no access to IT and vice versa. You can also customize the Self Service portal with “extended roles” so that Vendors and AP Customers have a Self Service portal separate from the IT Self Service portal.

In other words, if you have a big enough property and house, then why buy another property and house when you can turn your house into a duplex or multi-family dwelling by adding entrances, dividing walls, and restricting access with joining doors and common areas. Think HR, HSE, Supply Chain, Sales, Marketing, etc.

More on this topic here on my podcast:

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?
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Do you really need a Project Manager for your Ivanti Neurons for ITSM/ITAM Implementation?

Short Answer is NO, you don’t need a project manager. In fact, one of the most common mistakes made by companies implementing Ivanti Neurons for ITSM/ITAM aka Ivanti Service Manager (HEAT) is to assign a Project Manager.

Don’t get me wrong, there are many great project managers out there and there is a need to project manage many hardware type of implementations and large scale software development projects. For Ivanti HEAT Neurons ITSM however, one of the biggest mistakes you can make is assigning a Project Manager.

Do you really need a Project Manager for your Ivanti Neurons for ITSM/ITAM Implementation? Independent ITSM Podcast covering Ivanti Service Manager ISM HEAT Latest Solutions & Best Practices

Short Answer is NO, you don't need a project manager. In fact, one of the most common mistakes made by companies implementing Ivanti Neurons for ITSM/ITAM aka Ivanti Service Manager (HEAT) is to assign a Project Manager. https://ivantiservicemanagerconsultant.wordpress.com/?p=2425 Don't get me wrong, there are many great project managers out there and there is a need for project manage for many hardware type of implementations and large scale software development.  For Ivanti HEAT Neurons ITSM however, one of the biggest mistakes you can make is assigning a Project Manager. From 26+ years Ivanti HEAT ITSM Implementation experience and 100+ Ivanti HEAT Neurons implementations globally for Fortune 500 and Global 500 companies in the UK, EU, Australia, New Zealand, APAC, Asia, Canada, and the USA, I can tell you without a doubt that less is more, and 99% of the time, project managers are not needed and typically get in the way of getting things done.

Why are Project Managers NOT needed? Ivanti Projects require subject matter experts with years of Ivanti experience and competence. We’re talking Ivanti Service Manager, HEAT ITSM, not Project Management. We’re talking the kind of skills & competence a seasoned Ivanti HEAT Developer and Consultant has with at least 15 years Ivanti Implementation, Consulting & Development experience and at least 50 Ivanti Implementations as a lead, not a project manager, not assisting. It’s not unlike seeking medical advice from a professional. If you go to your local doctor, they’ll want to do tests or prescribe medication. If you go to a surgeon, they’ll want to cut you open. In other words, people tend to stick to what they know, what they were taught. Project Managers by nature are all about Scheduling, Status Calls, Status Updates, Targets, etc. Ivanti Architects/Consultants/Developers/Freelancers should be about results and getting things done. Without any red tape, back-seat drivers, or micro (project) managers. Lets face it, when you go to your doctor, there is no project manager needed either. Why? Because when you’re dealing with a professional, they don’t need baby-sitting. Sounds blunt? Well it is what it is. There are far too many projects that take 2 to 3 times as long due to the project management overhead that wants to talk about what’s being done without really helping the effort.

Project Managers are NOT subject matter experts

This is the biggest problem is that project managers want to act like subject matter experts when they simply are not. The old saying, a little bit of knowledge can be dangerous, is so true here. Especially when things get technical. Project managers have a tendency to want to make decisions or answer subject matter related questions. It’s not unlike going to the doctors office and the receptionist who manages bookings wants to give you medical advice… RUN!

When do you need a project manager? The only time you arguably could benefit from a project manager is when there are tasks that are outside of the technical scope of the Ivanti HEAT Neurons Implementation. Such as communications, end-user training, scheduling of resources, deciding on org structure and ticket routing/business processes, SOPs. And even that is better taken care of by the decision maker, which typically is the Service Desk Manager or IT Department Manager.

What if you have a large Ivanti Development Team? Arguably this could be an exception as well. If there are more than 5 Ivanti Developers or you are managing multiple Global Production Tenants, then there will be a need to coordinate & plan. But the better question would be..

  1. Why is there such a large team in the first place?
    Most truly senior Ivanti Developers/Consultants/Architects can do the work of 5 junior developers.
  2. Why doesn’t the most senior Ivanti Architect take charge and manage the project?
  3. Why doesn’t the project owner, service desk manager, or IT Department manager oversee the project instead?
  4. If you’re working with a business partner or Ivanti, why isn’t the assigned consultant senior enough to manage the big picture?

From 26+ years Ivanti HEAT ITSM Implementation experience and 100+ Ivanti HEAT Neurons implementations globally for Fortune 500 and Global 500 companies in the UK, EU, Australia, New Zealand, APAC, Asia, Canada, and the USA, I can tell you without a doubt that less is more, and 99% of the time, project managers are not needed and typically get in the way of getting things done.

The road to hell is paved with good intentions, including project managers with 10 years experience wanting to learn more about Ivanti and just not getting simple basic concepts or trying to take part in the decision making process with their limited Ivanti knowledge that they of course perceive different. Ultimately it should be the Project Decision Maker that drives the project and works closely with the Ivanti Architect.

When you want to get things done, you go to an Ivanti expert with hands-on-roll-up-your-sleeves-in-the-field experience. A professional Ivanti Architect or Consultant that can manage your project.

Are you getting the most from your Ivanti resources?
You are NOT. Not until you talk to me. Guaranteed!

Ivanti HEAT Neurons ITSM Training Administrator Developer Consultant UK Europe Australia Canada USA

What makes a great Ivanti HEAT Administrator/Developer?

One of the most common Ivanti HEAT Implementation challenges identified by clients is “Admin Training“. What seems like an easy quick fix is actually more complicated. It takes more than just Ivanti Training Academy access, Ivanti Business Partner training, and guidance from a seasoned professional. The root cause is really finding the right individual.

But before we get to that, it is important to understand the history of Ivanti Neurons for ITSM, aka Ivanti Service Manager aka HEAT.

Back in the HEAT for Windows days, prior to the emergence of ITSM, long before Ivanti acquired Frontrange and the HEAT Product line, the HEAT product was much simpler. There was less configuration, less complexity, less features, less configuration tools, and the architecture was quite simple. In turn training was somewhat cut & dry. Just a few days of admin training and a couple more days of advanced training. Those days are over.

One thing that hasn’t changed, is the need for the right individual to perform Ivanti HEAT Administration. It’s not for everyone.

Fast forward to today, Ivanti Neurons for ITSM (aka Service Manager aka HEAT) has evolved extensively and in turn the learning curve has increased so much so that many HEAT Admins struggled with HEAT ITSM Admin, and struggle even more so with Ivanti Service Manager aka Ivanti Neurons for ITSM Admin.

Even Ivanti HEAT Developers/Consultants/Freelancers have struggled. There are many long-time Developers/Consultants/Freelancers that with 10 years experience are still considered junior. Ivanti Business Partners struggle finding and retaining Ivanti HEAT Architects and true senior developers/consultants worthy of bearing the title. Arguably we shouldn’t look at the title but evaluate skill set and competence based on # of years experience AND Ivanti HEAT Implementations and even that is not the best measurement as there is quite a range of experience/skill/competence to be considered. Simply put, some consultants are rock stars that get away with playing the same tune over and over again while others are rock stars that made a difference and “rocked” the world with something new that nobody else could or perhaps can pull off again.

So what makes a great Ivanti HEAT Administrator? First and foremost. Self-starters. This is quite a paradox really because the best HEAT Administrators are self-taught and didn’t require what many clients ask for, training. Don’t get me wrong, everyone has to start somewhere and needs a little bit of help, a push, and some documentation. Ultimately though the best Ivanti HEAT Administrators are self-taught and hit the ground running. There really is no substitute for experience. There is no rock-star school or training for the rock idols everyone wants to be like. There are just some basic lessons on how to play the guitar and the rest is up to the individual. No different than online help and the Ivanti Training Academy. You get it or you don’t.

However it’s not all or nothing. There are varies levels of HEAT Administration. Just like there are varies levels of rock stars, including those playing for fun in basements or at the neighbour hood pub.

What are the levels of Ivanti HEAT Administrators?

There are really three types of HEAT Administrators. 1. Those that take care of basic data administration (validation tables, picklists, employee team associations, role changes), create/modify saved searches and quick actions, research the occasional error, maybe dabble in more advanced configuration with the help of some knowledge articles or Ivanti support. 2. Intermediate Administrators that make basic form changes, create business rules, perhaps even relationships and basic data imports. 3. Advanced Administrators that make major configuration changes, introduce new features & functionality, advanced data import connections & integrations, workflows, automation, request offerings, etc. These admins are mostly self taught and have an ability to pick up configuration without much if any training.

Sounds easy enough right? In theory yes. In practicality it’s not as easy and there is one type of individual that trumps all of the Ivanti HEAT Admin levels and makes the Advanced Admin’s head explode with configurations & developments that everyone else, including Ivanti, said it couldn’t be done. Lets face it there are HEAT Administrators and then there are long-time seasoned developers & consultants that can carry out advanced administration in their sleep where others struggle. What’s as common as dirt to them is like an atomic bomb to others. Simply put, there are mechanics that perform oil changes, then there are those working from their home, or a small shop, or a big company, versus mechanics that travelled the globe with not one but several word class racing teams. Every level is important. What sets the levels apart are the results thanks to skill set, experience, competence, self-motivated, problem solver. You don’t become great at something because you take a training course. You problem solve and put in the time & effort to learn on your own. After all, practice is the mother of skill.

With 26+ years Ivanti HEAT Experience and 100+ Ivanti HEAT Implementations worldwide in the UK, Europe, Australia, Canada, and the US, the topic of Ivanti HEAT Administration and Training is one that I’ve seen change over the years and encounter on a regular basis. Bottom line is that sometimes you need more than training. Perhaps it’s time that you considered getting an expert in to take your Ivanti HEAT System to the next level. After all there are three things to consider. 1. The things you know you know. 2. The things you know you don’t know. 3. The things you don’t know that you don’t know. With that said…

ARE YOU GETTING THE MOST OUT OF YOUR IVANTI HEAT ITSM NEURONS IMPLEMENTATION?

You are NOT. Not until you talk to me. Guaranteed!

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?

Ivanti Cloud Status Updates & Maintenance Notifications

Ivanti Cloud Status Updates consist of important Maintenance Notifications and Operational Status Updates for Ivanti London, UK, Ireland, Frankfurt, Australia APAC, Toronto Canada, and North Virginia and Washington Data Centres.

The Ivanti Status Cloud Page is a great way of staying on top of notifications for Ivanti Neurons, Ivanti Service Manager, and Ivanti Asset Manager Cloud Platforms. 

Only snag is that there is nO easy way to see landscape specific updates for your Data Centre.  UNTIL NOW!

For Ivanti Maintenance Notifications specific to your tenants be sure to visit status.a19consulting.com