Kanbanize + ServiceNow Integration: How to Make Two Cloud Platforms Even More Effective

EXECUTIVE SUMMARY

Kanbanize allows you to handle even the most complex projects, products, strategic initiatives, or other large pieces of work in a single environment. With Kanbanize it is possible to create various dashboards for better workflow visibility. Different graphs for teams and departments allow us to see at a glance the total workload, task volume, responsible persons, and so on. 

In reality, modern companies use more than one software solution, and the part of the processes and tasks can be isolated. For example, service desk and help desk teams manage their tasks on the ServiceNow platform. If the management wants to see their tasks, statuses, and total workload, they have to do the double job creating the tasks on Kanbanize manually.

A client of ours with a similar complex scenario ordered the integration between Kanbanize platform and ServiceNow to duplicate ServiceNow tasks on Kanbanize automatically. All task management proceeds on ServiceNow, but Kanbanize provides the general view for better visibility.

SOLUTION

The project started in March 2021 with a meeting between the Teiva Systems team and Kanbanize team. The teams discussed the project roadmap and MVP, after approval the development started. The first MVP was ready in three weeks.

Discovery

• Perform overview of the ServiceNow instance on the client’s side
• Define the necessary processes to integrate the Kanbanize solution

Solution Installation

• Install a solution on client instance
• Configure a set up for agreed processes (incident management, change management, request fulfillment, project management)
• Migrate the existing ServiceNow tickets to Kanbanize
• Test a solution

Сustomization

• Develop additional features requested by a client (flexible trigger rules, sending additional info to Kanbanize, synchronize Kanbanize card when ServiceNow task is updated)
• Test additional features and perform regression testing

User Acceptance Testing & Training

• Conduct training session to explain solution capabilities
• Train users on the main use cases
• Provide recording of the session and user guides
• Conduct UAT to get sign off

Kanbanize

Kanbanize is the leading Kanban software for agile project and portfolio management. It provides visibility across all projects and portfolios, connects planning with execution, and helps teams deliver faster. Kanbanize is a trusted vendor for more than 1000 companies and 150+ partners all over the world.

https://kanbanize.com/

Yuliya Nesen, Marketing Manager, Dec 22, 2021