2.4.2. Service Catalog
š” First Principle: Presenting enterprise services through a structured, user-friendly catalog empowers self-service, standardizes request fulfillment, and automates approvals and provisioning, ensuring consistent and efficient service delivery.
Scenario: Employees currently request new software or hardware by sending emails to IT, leading to delays, inconsistent information, and manual tracking. You need to implement a standardized, automated way for them to request these items.
The Service Catalog is a cornerstone of ServiceNow's self-service strategy, serving as a portal where users can easily request various services, rather than submitting generic tickets. The fundamental 'why' of the Service Catalog is to transform the ad-hoc, often confusing process of requesting services (e.g., via email or phone) into a streamlined, digital, and transparent experience. It provides a single point of entry for all user requests, from IT services to HR services, ensuring consistency, automating fulfillment, and improving user satisfaction.
Key concepts of the Service Catalog:
- Catalog Items: Individual services or products that users can request (e.g., "Request a New Laptop," "Software Installation," "VPN Access").
- Item Types:
- Standard Catalog Item: A request for a specific product or service, typically fulfilled by a workflow.
- Record Producer: A catalog item that creates a record in a specific table (e.g., an Incident, Change Request, or custom table) directly from the Service Portal.
- Order Guides: A single request form that allows users to order multiple catalog items simultaneously (e.g., an "Onboarding New Employee" guide might include requests for a laptop, software, and system access).
- Item Types:
- Variables: Fields on a catalog item form that collect specific information from the user (e.g., "Laptop Model," "Software Name," "Start Date").
- Variable Types: String, Choice, Reference, Multi-Line Text, Checkbox, Date/Time, etc.
- Variable Sets: Reusable groups of variables that can be added to multiple catalog items, promoting consistency and reducing redundant configuration.
- Categories: Catalog items are organized into categories for easier navigation and discovery (e.g., "Hardware," "Software," "Network").
- Workflows/Flows: Each catalog item is typically linked to a workflow (using Workflow Editor or Flow Designer) that automates the fulfillment process. This includes approvals, task creation, notifications, and provisioning steps.
- Requests (
sc_request
), Requested Items (sc_req_item
), and Catalog Tasks (sc_task
):- When a user submits a catalog item, it creates a Request record.
- Each item within that request becomes a Requested Item (RITM).
- The RITM's workflow generates one or more Catalog Tasks (
sc_task
) for fulfillers to complete. This structured hierarchy ensures full traceability of each request.
- Service Portal Integration: The Service Catalog is prominently featured on the Service Portal, providing an intuitive shopping cart-like experience for users.
As an administrator, you'll be responsible for creating and maintaining catalog items, designing their forms using variables, and linking them to appropriate workflows for automated fulfillment. A well-designed Service Catalog significantly improves user experience, drives self-service adoption, and streamlines service delivery across the enterprise.
š” Tip: When building a new catalog item, think about the end-to-end journey. What information do you need from the user? What approvals are required? What tasks need to be created for fulfillers? How can you automate as much of the fulfillment as possible? Use Flow Designer for new items.
ā ļø Common Pitfall: Designing overly complex catalog item forms with too many variables, or not linking catalog items to automated workflows. This defeats the purpose of self-service and automation.
Key Trade-Offs:
- User Experience (Simplicity) vs. Data Collection (Variables): Balancing the need to collect all necessary information with keeping the request form simple and easy for the user to complete.
Reflection Question: How does the structured hierarchy of Request, Requested Item, and Catalog Task records ensure traceability and efficient fulfillment of services requested through the Service Catalog?