01
What do you have now?
For example Jira Assets, TOPdesk, ServiceNow, Excel, CSV, documents or a combination.
Don't start with the tool you want. Show us the operational problem you want to solve.
We can respond most usefully when we know your current sources, team size and the questions a working CMDB has to answer. Please do not share sensitive exports during the first meeting.
For a useful first conversation
Bring these four answers.
You don't need a perfect inventory. An honest picture of your current situation is enough.
02
What don't you trust?
Think of duplicates, missing owners, long input lists or relationships without a clear meaning.
03
Which questions need answers?
For example ownership, dependencies, impact, certificate expiry or linked incidents.
04
What is a successful start?
Write down the usable result you expect within the agreed scope.
Don't email sensitive source data yet.
After the first conversation we agree sensitivity, transfer, access, retention and deletion, and set up a suitable delivery route.
Read the security policy