ITSM guides, templates and checklists
Practical guides written by our ITSM consultants: what an ITSM tool really costs over three years, how HaloITSM and Freshservice compare, and how a migration between them runs.
Guides
- ITSM cost framework
3-year ITSM TCO calculation guide: how to estimate the real cost
How to calculate the real 3-year cost of an ITSM project: why the licence misleads, the 5 cost drivers, a worked example (~€155k) and a checklist.
Read the guide → - Independent ITSM comparison
HaloITSM vs Freshservice: decision guide and weighted grid
Independent HaloITSM vs Freshservice comparison: 8 criteria, a weighted decision grid and 3-year TCO. From an ITIL v4 advisory firm, vendor-neutral.
Read the guide → - ITSM migration guide
Freshservice to HaloITSM migration guide: phases, timeline and tooling
Freshservice to HaloITSM: when migrating is worth it, what transfers, what gets rebuilt, the 4 phases and the risks. From an independent ITIL v4 firm.
Read the guide →
Templates and checklists
Ready-to-use documents for the decisions and projects our consultants run every week: an RFP template and a comparison checklist to choose a tool, and checklists for the implementation and the migration.
ITSM RFP template
Requirements for every ITIL process, integrations, EU hosting, AI, a 3-year price table and a weighted scoring grid. Edit it in Word or print the PDF.
ITSM tool comparison checklist
8 criteria (licence model, EU hosting, ITIL 4, CMDB, ESM, AI, Microsoft 365, time to value), the questions to ask and a scoring grid for 3 tools. PDF or Excel.
ITSM implementation checklist
12 points from process owners to hypercare, grouped by phase, with what “done” looks like and space for an owner and a date. PDF.
ITSM migration checklist
10 points, from the reason to move to the read-only old tool, grouped by phase, with what “done” looks like and space for an owner and a date. PDF.
Want these numbers applied to your own service desk? Book my free ITSM audit (30 min)