A platform built around you

We made sure we have a module for every part of your ServiceNow release process.

View all modules

7 Essential Tips for New ServiceNow Professionals

4 min read

Daniel Howland • 16/10/2024

Starting your journey with ServiceNow can be both exciting and challenging. Regardless of your specialization, mastering the NOW platform requires a combination of technical expertise and practical application. To help you get started on the right foot, here are seven essential tips for new ServiceNow professionals.

1. Understanding ServiceNow Modules

A strong grasp of the core ServiceNow modules is crucial for building a solid foundation and ensuring long-term success on the platform. ServiceNow’s flexibility and expansive range of modules provide diverse functionality across different industries and use cases, but as a new professional, it’s important to start with the basics. Familiarizing yourself with key ITSM modules will not only help you understand how they interact with one another but also serve as a stepping stone for more advanced features.

Familiarize Yourself with Key Modules: 

Start by diving deep into essential modules such as Incident Management, Problem Management, Change Management, and Asset Management. These modules serve as the backbone of many ServiceNow implementations and are critical in IT service management (ITSM). Understanding how each module functions will not only allow you to navigate the platform more easily but also help you identify areas that may need thorough testing or customization. 

Review Documentation: 

ServiceNow offers comprehensive documentation for each module, which can be invaluable for both beginners and experienced users. Spend time reading and exploring the out-of-the-box (OOTB) functionality. This will enable you to distinguish between standard features and any custom configurations implemented in your environment. Proper documentation review is crucial to reduce errors during customizations or updates. 

2. Setting up a Robust Testing Environement

Establishing a reliable and well-structured testing environment is the first step toward ensuring smooth deployments and minimizing the risk of errors in production. A well-set testing instance not only mirrors your production setup but also provides a safe space to explore configurations, perform updates, and test customizations without affecting live users. Creating this isolated environment is essential for conducting thorough tests and maintaining high system reliability. 

Use a Dedicated Testing Instance: 

One of the first steps when implementing or updating ServiceNow is setting up a testing environment. It’s vital to always test in a separate instance rather than in your production environment. This dedicated testing space should mirror your production setup as closely as possible, which helps in identifying bugs and issues before they affect live systems. 

Automate Testing Where Possible: 

Leverage automation tools to speed up your testing process. Automated testing, especially regression tests, can help identify any issues introduced by module updates or configuration changes. This ensures that new features don’t inadvertently break existing functionality, improving both efficiency and reliability. 

3. Developing Effective Test Cases

Creating well-designed test cases is key to the success of your ServiceNow implementation, ensuring that every element of the system functions as intended and delivers value to users. By focusing on relevant, real-world scenarios and covering critical workflows, you can drastically reduce the risk of bugs or disruptions during rollouts. Test cases that are well thought out and reflective of actual user behaviour help identify gaps and improve the overall quality of your deployments. 

Focus on Real-World Scenarios: 

When developing test cases, base them on actual business scenarios your users will encounter. Consider different user roles, permissions, and workflows in the system. This ensures that the test cases are relevant and reflect practical usage. 

Prioritize Critical Paths: 

Identify key functionalities within each module that are crucial for business operations. For example, in Incident Management, the ticket assignment and resolution workflows are often critical. These should be the primary focus of your tests, as failures here can have significant operational impacts. 

Include Negative Testing: 

Testing isn’t just about ensuring that everything works as expected—it’s also about anticipating what can go wrong. Negative testing (e.g., inputting incorrect data or simulating user errors) allows you to see how the system reacts to unexpected situations, helping you catch potential bugs that might otherwise go unnoticed. 

4. Avoiding Critical Bugs Before Production

Proactively preventing bugs from entering production is one of the most effective ways to ensure a smooth and stable ServiceNow experience for end-users. A rigorous testing and review process helps avoid costly downtimes, data errors, or system failures, and keeps operations running efficiently. By implementing strategies like peer reviews, continuous integration, and thorough testing, you can significantly reduce the chances of critical issues making their way into live environments. 

Peer and Code Reviews: 

Before implementing customizations or deploying code, always conduct thorough peer reviews. Having a second (or third) set of eyes can catch issues that may have been overlooked. This collaborative approach reduces the likelihood of bugs making it into production. 

CI/CD Practices: 

Implementing Continuous Integration/Continuous Deployment (CI/CD) practices can greatly enhance your workflow. Regularly integrating changes, running automated tests, and deploying updates helps catch issues earlier in the development cycle. This practice is crucial for maintaining high code quality and minimizing disruptions to business operations. 

Run Regression Tests: 

Each time you update or customize a module, it’s essential to run regression tests. These tests verify that new changes haven’t unintentionally affected existing functionalities, ensuring a smooth deployment process. 

5. Enhancing Testing Effectiveness

Enhancing the efficiency and thoroughness of your testing approach can have a significant impact on overall system stability and user satisfaction. Effective testing strategies save time, reduce post-deployment issues, and improve the accuracy of your results, ultimately delivering a better product to the end-users. Collaborating with stakeholders and leveraging data-driven testing ensures that the system functions properly across different user roles and workflows, covering a wide range of potential scenarios. 

Collaborate with Stakeholders: 

Testing is not a one-person job. Engage developers, business analysts, and end-users in the process to ensure that the test cases cover real-world expectations and pain points. Collaboration ensures that the testing aligns with business objectives and user needs. 

Leverage Data-Driven Testing: 

Use varied data sets when running tests to simulate different user scenarios. This approach helps uncover potential edge cases that might otherwise be missed, ensuring comprehensive coverage of the application’s functionality. 

Stay Updated on Best Practices: 

ServiceNow is a dynamic platform with regular updates and new features. Stay informed about the latest best practices by engaging with the community, attending webinars, and following industry thought leaders. This will keep your skills sharp and your knowledge current. 

6. Monitoring and Continuous Improvement

Testing doesn’t stop with deployment—continuous monitoring and improvement are key to long-term success in any ServiceNow implementation. Once your changes are live, it’s important to actively track performance, catch emerging issues early, and refine processes based on lessons learned. This ensures the stability of your system over time and enables you to make informed improvements that increase efficiency and minimize risks. 

Post-Deployment Monitoring: 

Even after a successful deployment, it’s crucial to keep an eye on the application’s performance. Tools like ServiceNow Performance Analytics can help track performance metrics and quickly identify emerging issues. Monitoring allows you to spot trends or recurring problems and address them before they impact users. 

Learn from Mistakes: 

No system is flawless, and bugs will occur. The key is to learn from each issue by performing a thorough root cause analysis. This helps improve your testing and development processes, reducing the chances of similar bugs appearing in the future. 

7. Continuous Growth in Expertise

Building a successful career as a ServiceNow professional goes beyond learning the technical aspects; it also requires dedication to continuous learning and active involvement in the community. Whether through certifications, hands-on practice, or engaging with peers, staying up to date with the latest trends and best practices will enhance your skill set and keep you at the forefront of the industry. 

Certifications and Training: 

Pursuing ServiceNow certifications like Certified System Administrator or Certified Implementation Specialist can boost your career and deepen your knowledge of the platform. These certifications demonstrate your expertise and commitment to potential employers or clients. 

Hands-On Practice: 

Experience is one of the best teachers. Set up a free personal developer instance of ServiceNow and experiment with different modules, customizations, and workflows. The more you practice, the more confident and capable you’ll become in navigating the platform. 

Join the Community: 

Engage with the broader ServiceNow community by participating in forums, user groups, and social media discussions. This will allow you to stay informed about trends and best practices while building valuable connections in the industry. 

Breaking into the world of ServiceNow can feel overwhelming, but by following these seven tips, you’ll set yourself on the right path. From understanding core modules and setting up effective testing environments to continuously improving your skills through hands-on practice and community engagement, you’ll be well-equipped to navigate the dynamic ServiceNow landscape. 

Daniel Howland • 16/10/2024

More blog posts

Curious how AutomatePro can improve your business? Sign up for a free trial.

Sign up