Project Planning a ReadyWorks Deployment

ReadyWorks is a robust orchestration and automation platform designed to support complex deployments by streamlining asset data integration, managing workflows, and automating communications. For implementation teams, ReadyWorks offers a structured deployment process with powerful tools to manage data, configure workflows, and maintain clear oversight on asset status across the organization.

Core Elements of ReadyWorks include:

1. Data Integration and ETL Configuration: At the foundation of ReadyWorks is its ETL (Extract, Transform, Load) engine, which enables the connection of multiple data sources (such as ServiceNow, Active Directory, Ivanti, BigFix, etc.) through REST APIs. Implementation teams will begin by establishing secure data connections, setting up staging tables to organize raw data, and normalizing it for consistent representation across asset types. This initial phase ensures that asset data from diverse systems can be pulled, cleaned, and organized seamlessly within ReadyWorks.
2. Data Mapping and Asset/Data Object Configuration: Once data connections are established, the next step is mapping source data fields to ReadyWorks asset types. Using SQL, teams define transformation rules and schedule automated jobs to keep asset data up-to-date. With this data mapped to structured tables, ReadyWorks provides a single source of truth for asset information across the organization, laying the groundwork for further workflows and reporting.
3. Workflow and Orchestration Setup: ReadyWorks supports workflow automation through Waves (asset groupings) and action buttons. Waves allow teams to group assets for batch processing, a crucial feature for deployment and migration projects. Action buttons can be configured to perform automated actions, such as updates, reboots, or data synchronizations, reducing manual effort and increasing deployment efficiency.
4. Self-Service Portal Configuration: As part of the deployment, the Self-Service Portal allows end-users to interact directly with asset data. Implementation teams configure this portal to reflect specific organizational needs, enabling end-users to initiate certain processes (like reporting issues or triggering updates) themselves. This minimizes the IT burden for routine requests while enhancing user engagement.
5. Customized Reporting and Dashboards: ReadyWorks includes robust reporting capabilities that the implementation team can configure to monitor deployment progress, asset health, and compliance. Using the Report Builder, teams can create tailored reports and dashboards that provide real-time insights for project managers and executives, supporting data-driven decision-making.
6. Compliance and Security: ReadyWorks provides tools for ensuring compliance, including role-based access, SSO (single sign-on), and options for encryption. Ensure you have accounted for any regulatory constraints, such as GDPR, thereby safeguarding data integrity and protecting sensitive asset information. Be sure to inform your ReadyWorks deployment team of these requirements as soon as possible.
7. Change Management and Testing: Your implementation team will conduct phased testing of workflows, data integrations, and user interfaces. This includes testing asset mappings, automated workflows, and portal functionality. ReadyWorks supports multiple environments for development, testing, and production, ensuring all configurations are validated before going live. Be sure to build test cases based on your documented requirements.