ITFM - Assessment & Strategy Development​

Business Problem

Many organizations lack a clear understanding of where their IT costs originate, how they are categorized, and whether they align to business goals. This fragmented visibility often leads to inefficiencies, unaligned spending, and difficulty justifying or optimizing budgets.​​​

Pre-Conditions

• Basic awareness that IT spending needs clearer visibility and accountability.​
• Willingness to gather and share key financial data from multiple departments or tools.​
• Executive or leadership interest in aligning IT costs with broader business targets.​​​

Common Pitfalls

• Fragmented data: Disparate spreadsheets or ERP systems that are not connected.​
• Undefined success metrics: No clear KPI to measure financial visibility improvements.​
• Underestimating readiness: Attempting advanced planning or forecasts before clarifying cost data.​​​​​

Value Journey

• SmartStart: Identify major cost centers, cost categories, and scattered data sources -> Build a baseline understanding of where IT spend is recorded- Recommend a short ​
  -> term plan to consolidate data
• Walk: Analyze existing approval/budget workflows and roles/responsibilities -> Outline a governance roadmap for more structure in capturing and approving IT costs ​
  -> Assess departmental involvement​​
• Run: Evaluate current forecasting methods and data quality for real-time or rolling forecasts -> Identify the organizational changes required for scenario planning ​
  -> Integrate business strategy with IT budgets​​
• Fly: Shift from cost-centric to value-based discussions -> Assess how IT spending impacts revenue growth or productivity -> Create an executive-level roadmap linking IT finance to corporate strategy​

Service Offering

SmartStart:

• High-Level Financial Structure Review: Identify major cost centers, cost categories, and spreadsheets/tools ​
• Visibility Gap Analysis: Spot missing or redundant data ​
• Basic Roadmap: A short-term plan to unify cost data into a single ServiceNow ITFM solution

Walk:

• Process & Governance Analysis: Examine how budgets and approvals are managed ​
• Targeted Strategy: Recommended changes to formalize cost ownership, budget oversight, and accountability ​
• Policy Outlines: Draft guidelines for consistent cost categorization and reporting​

Run:

• Forecasting Readiness Assessment: Determine data quality gaps for rolling forecasts or scenario planning ​
• Strategic Planning Workshops: Align IT budgets with corporate priorities, highlight key KPI/metrics ​
• Advanced Planning Roadmap: Detailed steps to integrate forecasting tools in ServiceNow ITFM

Fly:

• Value Realization Assessment: Evaluate how IT spending drives business outcomes (ROI, cost-benefit) ​
• Executive Strategy Alignment: Roadmap for linking IT investments to revenue, efficiency, or innovation goals​
• Continuous Transformation Plan: Ensure ITFM remains an enabler of strategic change

Why Capture?

• Proven Assessment Methodology: We blend deep financial expertise with ServiceNow know-how to quickly pinpoint improvement areas.​
• Actionable Roadmaps: We don’t just deliver theory—we provide a tangible, stepwise plan aligned to your growth level.​
• Adaptable to Any Maturity: Whether you’re at essential visibility or pushing toward strategic value realization, we tailor the assessment to your stage.​​​