Task Name

Building a Configuration Management Database

Assemble the Project Team and Define the Project
Assemble Project Team
Create Project Executive Board
Select Project Manager
Scope Key Activities
Select Project Team
Finalize Project Plan
Obtain CMDB Knowledge
ITIL Foundation Certification
Review CMDB Solution Map
Scope Additional Education Requirements
Classroom and Online Training
Books and Publications
Internet Search
Industry Groups
Conferences and Seminars
Build a Service Portfolio and SKMS
Create and Agree on CMDB Goals and Mission Statement
Assess Current Environment
Summarize Related Problems
Research General CMDB Goals
Identify CMDB Project Goals
Write CMDB Project Mission Statement
Obtain Support of Key Stakeholders
Review and Define Benefits
Research Potential Benefits
Link Specific Benefits to Project Goals
Review and Refine Benefits with Key Stakeholders
Build a Business Case
Build a Business Case
Establish Project Savings
Estimate Project Costs
Prepare Business Case
Review with Project Executive Board
Present Final Report to Project Sponsor
Project Sponsor Approval for Funding and Resources
Define Requirements and Create IT Service Model Blueprint
Identify and Review Governance Requirements
Identify Key Governance and Regulatory Stakeholders
Scope Potential Use of a CMDB
Collect and Document Requirements
Get PEB and Key Stakeholder Approvals
Review and Select Supporting Best Practices
Research Relevant Best Practice Frameworks
Select Appropriate Best Practice Frameworks
 Document Best Practices
Check Current Levels of Adherence
Publish and Distribute Best Practices
Identify Requirements to Address Potential Problems
Review Knowledge Sources
Document Potential Problems
Identify Root Causes
Identify Potential Solutions
Document Project Requirements
Identify Inventory and Asset Requirements
Determine Asset Definition
List Asset Categories
Identify Owners of Listed Asset Categories
Identify Invetory Data Requirements
Identify Asset Data Requirement
Compile Inventory and Asset Requirements
Define Service Catalog Requirements
Identify Key Service Catalog Stakeholders
Scope Service Catalog CMDB Use
Collect and Document Requirements
Publish Approved CMD Requirements
Define CMDB Requirements to Support Other Processes
Identify Stakeholders
Discover and Distill CMDB Requirements to Support Other Processes
Review and Agree on CMDB Requirements to Support Other Processes
Publish Agreed-upon CMDB Requirements
Define Configuration Item Level and IT Service Model
Define Configuration Item Relationships
Define CI Relationships Based on Service and Infrastructure Configuration Structures
Review and Agree on Draft Relationship Design
Document Draft Relationship Design
Define Configuration Item Attributes
Define CI Attributes Based on Service Structure and Infrastructure Structure
Consider Attribute Management and Maintenance
Review and Agree on Draft Attribute Design with Stakeholders
Document Draft Attribute Design
Design IT Service Model Blueprint
Document and Validate Blueprint
Define IT Service Model Blueprint Governance, Roles, and Procedures
Review and Approve IT Service Model Blueprint
Publish IT Service Model Blueprint
Consolidated IT Service Model Blueprint Is Created and All Project Requirements Are Documented; Both
Are Approved
Design IT Service Model Blueprint
Document and Validate Blueprint
Define IT Service Model Blueprint Governance, Roles, and Procedures
Review and Approve IT Service Model Blueprint
 Publish IT Service Model Blueprint
Select CMDB Solution and Tools
Select CMDB Solution
Review CMDB Scope and Requirements with Team Members
Conduct Preliminary Research on CMDB Technologies
Define Solution Requirements
Assess Current In-House Technologies
Determine Build or Buy Strategy
Develop RFP from Detailed Research
Select Vendors for RFP
Evaluate CMDB Solutions and Select Vendor
Present Findings to Project Executive Board
Plan the CMDB Population
Revisit CMDB Scope
Identify CIs
Map CIs to Data Sources
Assess Data Source Environment
Group CIs into Data Sets
Identify Sequence for Entry
Create Reconciliation Rules
Merge and Normalize Test Data
Select Tools to Automate CMDB Population
Identify Data Sets for Automation
Identify Technology Gaps
Procure Automation Tools
Calculate Project ROI
Financial Analysis for Decision Makers
Identify Financial Analysis Approac
Itemize Expected Costs
Itemize Expected Hard Benefits
Itemize Expected Soft Benefits
Complete Financial Analysis
Review Analysis with Project Executive Board
Present Final Analysis to Project Sponsor
CMDB and Tools Are Purchased and Ready for Implementation
Construct and Maintain Your CMDB
Construct Your CMDB
Select Scalability Approach
Plan Production Site
Install the CMDB
Install Supporting Technology
Determine Federation Strategy
Map Federated Data Sources
Integrate Federated Data Stores
Create CI Lifecycle Management Processes
Identify CI Groups
Identify Lifecycle Steps for Each CI Group
 Identify CI Type Attributes at Each Step
Identify the Owners of Each Attribute
Identify How Each Attribute Will Be Collected
Agree on Owner’s Responsibilities
Establish CI Update Methods and Procedures
Install Control Points
Implement Lifecycle Management for Each CI Group
Build Supporting Processes
Identify CMDB Support Processes
Design Process Flow
Identify Actions for Key Process Steps
Identify Control Points for Each Process Step
Implement Each Support Process
Populate Your CMDB
Create Use Cases to Validate Data Population
Configure the CMDB
Pull Data and Clean in Temporary Database
Code Data Import Scripts and Reconciliation Rules
Perform Data Import
Validate Import Results
Remove Failed Import Data from the CMDB
Modify Data Import Scripts and Reconciliation Rules
Input Additional Data Manually
Release to Production
Train the CMDB Team and Users
Identify Skill Requirements for CMDB Team
Identify Skill Requirements for Users of CMDB Data
Document the Training Plan
Select Trainers
Create Budget and Obtain Approval
Plan the Training Schedule
Obtain Feedback from Each Member
Publish Training Information and Team Skills
The CMDB Is in Production