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User instructions
Who: This deck is built for delivery of a ServiceNow product/capability. The delivery of this deck may be undertaken
by Customers, ServiceNow Partners and ServiceNow Expert Services. Assigned Business Process Analysts and/or
Technical Consultants will normally be responsible for its delivery.
Why: We want to make it easier for you by spending more time on the implementation and build, not creating
workshop materials. The purpose of this presentation is to outline the baseline process explaining the configurable
options with the objective of determining the to-be process and corresponding configuration requirements, usually in
the form of user stories
PLEASE REMOVE THIS SLIDE BEFORE PRESENTING
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User instructions
How:
Customers (selfimplementation) use the deck as it is or add to your corporate template. Alternatively, utilize
individual slides to enhance your internal communications
Partner or Co-Delivery implementations - use the deck and add your logo, following the instructions on a
following slide.
ServiceNow Expert Services
Remove the PartnerLogo using the 際際滷 Master (View > 際際滷 Master > select the vertical line and the
PartnerLogo at the bottom of the Master 際際滷 and delete. If you see any other instances of PartnerLogo just
follow the same process from that slide). If you have any issues, please contact the Now Create Team via the
Teams channel
Tailor the presentation for the needs of your specific implementation
PLEASE REMOVE THIS SLIDE BEFORE PRESENTING
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FAQs
How can I provide feedback on this asset or other parts of Now Create? Now Create has several feedback buttons
throughout the portal, using the thumbs up/thumbs down buttons. Click on those icons and a small form will appear
for you to leave specific feedback regarding the asset you are accessing.
If we use this deck, or slides from this deck, are we breaking any copyright? No. We designed this deck to be used by
our whole ecosystem.
What should I do if I dont need all of the content contained within this, or other assets? You can either hide or delete
the slide(s). You may also want to move the slide(s) to the end of the presentation, review it when you have finished
updating the asset for your own use, and then deleting any content you dont need. Remember to regularly check
Now Create to make sure you have the most up-to-date asset.
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Adding or deleting your Logo
PLEASE REMOVE THIS SLIDE BEFORE PRESENTING
To provide credibility to ServiceNow documents, the ServiceNow and
your logo should be visible, but not domineering.
Click View > 際際滷 Master > 際際滷 > Select Page 1
What to do:
Download logos from the Brand Center site.
Scale logos to an exact height of 0.45cm.
Place your logos after the ServiceNow logo, divided by a grey bar.
The same rule should be applied when more than one partner
logo is required.
What not to do:
Do not scale logos beyond 0.45cm height
Do not stack ServiceNow and Partner logos
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Agenda
Introductions
Data Modelling Introduction
Conceptual Data Model
Create a Mindmap of Objects and Relationships
Table Definition
Building out the data model
Wrap-Up
Review next steps
Other outstanding topics
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Housekeeping
Start and finish on time
Breaks will be taken as needed; approximately every two hours
Return from breaks and lunch promptly. If late, catch-up during breaks or after Workshop
Points needing greater detail will be recorded in a Parking Lot for later resolution
All phones on vibrate. Please leave the room if you must take a call
Avoid temptation to check Email. Please keep laptops closed unless taking notes or working on something for this
Workshop
Active participation and passive listening
Silence = I Agree
Everyones ideas are valued. There are no titles in this room
For in-person
workshops. Update
depending on your
location, e.g. you may
have to add fire exit
information
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Introductions
Customer project team
Name, Title
Name, Title
Partner project team
Name, Title
Name, Title
ServiceNow project team
Name, Title
Name, Title
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Introduction to Data
Modelling
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Application Architecture
Under the Hood of an Application
Application
Presentation
Business Logic
Data
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1. Define the Conceptual Data Model
2. Build out the Conceptual Model Objects & Relationships
3. Create the Logical Data Model
The Data Layer
Conceptual Data Model vs. Logical Data Model
Building the Data Model in 3 Steps
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Conceptual Data Model
Using a Mindmap to create the Conceptual Data Model:
Start with the core objective that the application is
facilitating
Identify the objects and relationships that are linked
to
Define the application as a network of Objects and
Relationships
Defining the conceptual data model
Event
User
Requester
Guest
Coordinator
Location
Is held at
Example: Event Management App
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Building Out
Event User
Requester Coordinator
Location
Location the event is held at
Event Name
Event Number
Description
Date
Preparation State
Requester
Coordinator
Location
...
First Name
Last Name
Email
Department
Manager
...
Building
Street
City
Country
Manager
...
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Building Out Relationships
It is important to consider the relationships between 2 objects.
Cardinality Cardinality refers to the maximum number of times an instance of one object can relate to instances of
another object.
Relationship Options:
Possible Relationship Scenarios:
1. One-to-Many
2. Many-to-One
3. One-to-One
4. Many-to-Many
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Building Out Fields
There are four categories of fields on a table:
1. Definition fields Fields that are required to define the object itself
2. Reference fields Fields that represent the links to other objects
3. Business Logic fields These fields represent the business logic of the process
4. Reporting fields These fields contain information and values that supports reporting
The initial focus during this workshop is on specifying the Definition and the Reference Fields.
Business Logic and Reporting fields are covered by following workshops.
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Building Out Fields
The most common field types:
Choice Dropdown of choices
String Free Text field
Integer Numeric
Reference Link with another object
Date Date and Time
Currency Currency denoted according to system
settings
True/False Tickbox
URL Link to somewhere
Journal comments and notes
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Building Out Fields
Most common field types
Choice
String
Integer
Date / Time
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Building Out Fields
Most common field types
True/False
Journal
Currency URL
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Building Out Fields
Most common field types
Reference
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Building Out Fields Best Practices
Best Practices Considerations when selecting field types:
Avoid unnecessary Free Text fields and instead use Choice fields where possible in order to maintain the integrity of
data captured
For relationships that are One-to-One, put the reference field on both ends
Consider hidden fields for storing relevant information that should not be visible
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Draft the Data Model
Draft the data model in the two steps described:
Exercise 1: Draft the Conceptual Data Model
Exercise 2: Build out the Objects:
Fields
Values
Relationships
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Workshop Planning
Schedule for upcoming Feature Workshops:
.
.
Make sure the right participants are identified for each workshop!
Replace this slide with a
workshop schedule
#2: Presenter Guidelines:
Find and replace all items marked in between <>
Information to be updated is highlighted in blue, throughout the presentation. Replace blue with specifics pertinent to the current Customer.
Try to keep the template as close to standard as possible, to maximize repeatability. However, remove/add slides, update content, etc. as required to meet the needs and expectations of your Customer (e.g. if Customer has little interest in a particular area, move slides as necessary to the Additional Information section at the end or the presentation).
Review speaker notes to understand the objective of key slides.
#8: *Note: Adjust agenda based on Project Size and Complexity. Initial Guidelines:
Simple: 2 Hours
Medium: 3 Hours
Complex: 4 Hours
Alternative:
- 1 hour per table
Introduction
Agenda, Introductions, Ground Rules
Data Modelling
Introduction to Data Modelling
Explanation of the Data Model components
Overview of the workshop exercises and activities
Data Model Building
Create a Conceptual Data Model (Mindmap) of the Application Objects and Relationships
Define the data model components based on the mindmap:
Tables
Fields
Values
Relationships
Wrap up & Close
#10: ** USE THIS SLIDE IF DELIVERING THE WORKSHOP IN A MORE TRADITIONAL MEETING ROOM ENVIRONMENT **
Explain and discuss
Review the housekeeping with workshop participants.
Key points to highlight:
If participants come back late from a break or lunch, you will not be able to repeat what they missed during the session. They need to catch up on another break or after workshop.
Silence phones and step away if you need to use the phone.
Try to stay focused. Emails, phone calls, texting, working on other things, etc. can cause missed, unclear, or un-agreed requirements which leads to additional time to deploy.
There are no titles in the room. Everyones opinions, challenges, and ideas should be shared if it could be a input to a requirement.
#12: During introductions, include experience level with ServiceNow, the product/capability, and expectations from the workshop
If the workshop is being held in-person, and there are a large number of participants, consider writing peoples names on card and standing in front of each individual
#14: An application consists of 3 distinct layers:
Presentation Layer This layer is what is shown to the users of that application. This contains all elements that make up the User Interface, for both the end-users and agents/operators
Business Logic Layer This layer contains the smarts of the application. This is where the automation takes place.
Data Layer This layer contains all the data that stored in relation to you application.
The focus of this workshop is to define the Data Layer.
The Presentation layer will be defined during the User Experience workshop(s)
The Business Logic layer will be defined during the Workflow & Automation workshop(s)
#15: During this workshop only step 1 and 2 are completed. Step 3 is completed by the SA/TC after the workshop as a deliverable.
The conceptual and Logical data models are explain further in the next slides
#16: The first step consist of brainstorming a conceptual data model for the application. Ideally this is first done on a whiteboard, and then transferred to a digital version.
For the digital version you can use the LucidChart program that is available through Okta (which has a Concept Map template).
#17: ASK: Why is the `User` field not on the Event table? (Explanation in the following slides)
The Building out the objects stage aims at clarifying the following points:
The fields to the tables as they will be implemented on the platform
The values for these fields (e.g. type and choice values)
The relationships between two tables
#18: It is important to consider what the relationship between two objects is. This needs to be considered form both directions, similar to how the relationships in a CMDB are defined.
In the example of the Event and User Object with the relationship Requesting:
From User to Event: User Requests Event.
From Event to User: Event Is Requested By User.
From both perspectives you need to determine what relationship option is applicable.
Can a user request multiple event? Can an Event be requested by Multiple users?
This leaves 4 possible `logical scenarios` (consider these example hypothetical):
A user can request multiple events, an event can only be requested by one user. One-to-Many relationship. The reference for this relationship can only be on the Event table, not on the user table.
A user can only request one Event, an event can be requested by multiple users. Many-to-One relationship. The reference for this relationship can only be on the User table, not on the Event Table.
A user can only request one event, an event can only be requested by one user. The reference for this relationship can be on both tables. It is recommended to put them on both tables.
A user can request multiple events, an event can be requested by multiple users. In this scenario it is required to add an additional object to the data model, the M2M table. This reference is always displayed as a related list with a slushbucket.
#19: Definition fields In the example of an event, the fields such as name, description etc. are definition fields. Combined they make up for a description of what the object is.
Reference Fields these should be obvious
Business Logic Fields these fields are linked to business logic of the application. The State field, or a true/false field are often examples of this kind of field. There will be a focus on defining these fields during the different feature workshops. Especially the Workflow & Automation workshops.
Reporting fields these fields are there to add information to a record that can be used for reporting. This can be especially helpful to highlight information on other records that are not directly linked. For example if the application has an approval flow with approval records. The current approval state of the approval record can be reflected on the this record.
#20: For an overview of all field types:
https://docs.servicenow.com/bundle/sandiego-platform-administration/page/administer/reference-pages/reference/r_FieldTypes.html
#21: For an overview of all field types:
https://docs.servicenow.com/bundle/sandiego-platform-administration/page/administer/reference-pages/reference/r_FieldTypes.html
#22: For an overview of all field types:
https://docs.servicenow.com/bundle/sandiego-platform-administration/page/administer/reference-pages/reference/r_FieldTypes.html
#23: For an overview of all field types:
https://docs.servicenow.com/bundle/sandiego-platform-administration/page/administer/reference-pages/reference/r_FieldTypes.html
#24: Hidden Fields Fields that are on the table, but not visible on the form or list views. These are useful for automated business logic purposes and reporting purposes.
For an overview of all field types:
https://docs.servicenow.com/bundle/sandiego-platform-administration/page/administer/reference-pages/reference/r_FieldTypes.html
#26: Use a whiteboard to draw the Conceptual Data Model, or use the `Concept Map Template from Lucidcharts. (drawing is preferred).
For building out the data model. Capture the tables and fields in the `ER Diagram` Template available from Lucidcharts.
Capture field values separately.
#27: Next steps:
Any open points?
SA/TC will take the created content away and build the ER Diagram.
Stories will be created/inserted after the first `Core` feature workshop.
Run through feature workshop planning
#28: Replace/Fill this slide with the schedule of the different feature workshops that are taking place. Make sure the right participants are identified!