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Cherwell Software and IT process automation

#1
01-21-2024, 03:47 PM
I've been following Cherwell Software for quite some time now. Cherwell started its journey in 2004, carved out of the vision to build a better IT service management solution. The company's founders identified a gap in the market for adaptable software that offered robust IT service management without requiring extensive custom coding or exorbitant long-term commitments. The origin model was built on the concept of providing a platform that eased the process of configuring and extending IT solutions to meet specific organizational needs. This agile approach gained traction as the volume of cloud solutions was on the rise, reflecting an environment demanding flexibility.

Cherwell quickly carved out niche offerings that focused on ITIL processes. With the release of Cherwell Service Management (CSM), the platform provided a suite capable of addressing incident management, change management, and asset management. CSM embedded ITAM capabilities early on, anticipating the convergence of IT service management and IT asset management needs. When organizations started recognizing the importance of managing IT as a business asset rather than just a cost center, Cherwell presented itself as a relevant player in elevating that dialogue.

Technical Foundations of Cherwell
Cherwell relies heavily on its core architecture designed around .NET, making it relatively straightforward for professionals to grasp the overall structure if you're already familiar with Microsoft technologies. The platform provides out-of-the-box integration with various IT management tools, allowing seamless workflows. You can leverage REST APIs for custom applications, enabling you to easily interact with third-party services. The adaptability does not come at the cost of complexity; in fact, the Product's UI is quite intuitive, empowering teams to configure extensive workflows without in-depth programming capabilities.

I find that Cherwell's desktop client offers a comprehensive experience, but the browser-based version has gained momentum due to the increasing shift toward remote work. You can choose to design and implement your forms and dashboards using a point-and-click interface. This feature allows IT teams to be agile, adapting tools to fit their evolving requirements quickly without heavy reliance on code. The scripting language is also robust enough to accommodate more complex automation tasks while keeping the barrier to entry relatively low for most team members.

Integration Capabilities
Cherwell's flexibility shines when you look at its integration capabilities. It supports frameworks like ServiceNow and even older legacy systems that some organizations still run. Cherwell's integration framework utilizes APIs and connectors to facilitate data sharing between CSM and other platforms. If you need to integrate with your CRM or ERP system, you can design custom workflows that trigger based on specific conditions or events, enhancing your operational efficiency.

You can also take advantage of native integrations with tools like Microsoft Teams and Slack to improve communication amongst team members and potentially even clients. The real-time notifications help teams stay aligned and respond promptly to service requests or incidents. However, while Cherwell excels in integration capabilities, not all organizations may find all integrations necessary. The cost and complexity of some integrations can be a consideration based on the technical environment you are working in.

Automation Features in Cherwell
Automation is where Cherwell really holds its ground in the IT process automation sector. The platform offers built-in automation capabilities, enabling users to orchestrate processes that traditionally required manual intervention. One significant automation feature is the Action Framework, which allows you to automate repetitive tasks across service requests or incident workflows. It supports conditional workflows, meaning you can set specific triggers for actions like notifications, escalations, or task assignments.

I've used the Cherwell Advanced Customization Engine, which comes in handy when the out-of-the-box functionalities don't quite meet your needs. This feature allows you to manipulate data, automate processes, and even manage assets through tailored development. The built-in reporting and analytics tools can also turn your accumulated data into actionable insights, which is particularly valuable for improving service delivery over time.

While the automation capabilities are strong, I sometimes find that teams can become overwhelmed if they try to automate too many processes too quickly. It's a common pitfall: the shiny new tool creates excitement, leading teams to rush into workflow automation without ensuring all nuances of the process have been carefully mapped and understood. It is crucial to strike that balance between automation and human oversight to maintain service quality.

Configurable Workflows
Cherwell embraces the need for customizable workflows as different organizations present unique demands. The platform offers a visual workflow designer where you can create service processes that mirror the exact operations of your team without requiring additional coding. This capability not only streamlines service management but also allows for iteration. If a process fails to yield the desired results, you can always step back into the designer and tweak your workflows accordingly.

You can also utilize 'pinboards' within the platform, which essentially act as customizable dashboards to visualize your workflow status and metrics. This real-time visibility can help in quickly identifying bottlenecks or areas requiring additional resources. However, while the configurability adds great value, it can sometimes lead to an excess of processes being established. You must maintain a level of discipline to keep workflows concise and directly aligned with business objectives to avoid creating inefficiencies.

Comparing Cherwell with Other Platforms
The discussion around Cherwell wouldn't be complete without some comparative context. If I consider ServiceNow, for instance, it has a more extensive market reach and typically serves larger enterprises. ServiceNow offers advanced features but often requires significant investment upfront, whereas Cherwell presents a more accessible pricing model with flexible licensing. I have noticed that for smaller organizations or those just starting in IT process automation, Cherwell's approach allows quicker onboarding and speedier implementations.

On the flip side, ServiceNow's scalability can benefit larger teams as it provides highly sophisticated functionalities that Cherwell may not fully match in certain areas, like advanced machine learning capabilities. You also need to consider the overall support ecosystem; Cherwell benefits from a tightly-knit community that fosters resource sharing and collaboration among users, which can be invaluable when you stumble upon challenges.

Relevance in Current IT Trends
As I look into the current developments in IT, Cherwell continues to remain relevant, especially with the increasing demand for automation in IT service management. With the rise of DevOps environments and agile methodologies, organizations are emphasizing rapid response times and flexibility in their IT operations. Cherwell's scalable architecture allows for velocity aligned with continuous integration/continuous deployment (CI/CD) practices.

The platform's ability to integrate seamlessly with CI/CD pipelines offers an avenue for organizations looking to automate deployment processes alongside service requests, making it highly relevant today. Companies seeking operational efficiency benefit from Cherwell's built-in change management capabilities, which are integral to ensuring smooth rollouts of new applications or infrastructure adjustments.

It's also worth noting that as businesses continue to migrate to cloud solutions, Cherwell's capabilities as a cloud-native platform will prove advantageous. You can customize and extend its offerings without the drawbacks associated with on-premises setups, which often require extensive resources for hardware maintenance and upgrades.

savas
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Joined: Jun 2018
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Cherwell Software and IT process automation

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