Self-service portal: how to reduce L1 tickets by 20–40%
Discover how an ITSM self-service portal reduces support workload, speeds…
Move without disruption: preserve ticket history, rebuild workflows, and reconnect your
critical integrations (Microsoft + DevOps) with a planned cutover and hypercare.
Typical timeline: 6–12 weeks depending on scope (data depth, workflows, integrations).
For Service Desk / ITSM leads, IT Managers / CIO offices, and Ops teams who need to:
100,000+ users in 75+ countries rely on HaloITSM to deliver IT services at speed. Join leading organizations like
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queues, SLAs, forms, service catalog, permissions.
Parallel run + short, planned cutover (Freshservice kept read-only/fallback until final validation).
open tickets + selected history window, users/teams, categories, key custom fields (knowledge base when feasible).
SSO/SCIM with Microsoft Entra ID (Azure AD), Microsoft Teams, Microsoft Intune, DevOps sync via Azure DevOps (and Jira if used), on-call with PagerDuty, discovery/CMDB feed via Lansweeper (and optional service mapping with Virima), plus extensions via the HaloITSM API.
Each phase ends with a milestone (a formal validation checkpoint) to keep risk low.
Goal: Confirm scope, define the target HaloITSM design, and agree the data/integration strategy.
Milestone: Scope signed-of
Goal: Configure HaloITSM and reconnect the integrations your service desk depends on.
Goal: Go live with minimal friction and stabilize quickly.
Milestone: Go-live signed of
| Area | What we typically migrate |
Approach | Key considerations |
|---|---|---|---|
| Identity & access | Agents, requesters, groups, roles |
SSO/SCIM via Entra ID (Azure AD) or Okta |
Attribute mapping, least-privilege roles, access governance |
| Tickets | Open tickets + history window (e.g., 12–24 months) |
Freshservice exports + API (if required) |
Volume, attachments, level of detail (conversations/ notes), API/plan limits |
| Service catalog | Catalog items + approvals | Rebuild in HaloITSM | Opportunity to simplify/ standardize; approval routing and forms |
| Knowledge base | Articles + attachments (when feasible) |
Export / reformat / re-import | Permissions, internal links, formatting differences |
| CMDB / assets | CI records and relationships | Rebuild via discovery (Lansweeper/Virima) + targeted imports |
Data quality, relationship model, reconciliation rules |
| Integrations | Teams, Intune, Jira/Azure DevOps, PagerDuty, etc. |
Reconnect + end- to-end testing |
Validate real-life scenarios before cutover (“Day-1 readiness”) |
Based on your environment, we prioritize integrations that
drive continuity and adoption.
SSO + SCIM provisioning with Microsoft Entra ID (Azure AD) (or Okta)
HaloITSM API for custom integrations and specific data objects
Discover how an ITSM self-service portal reduces support workload, speeds…
Explore how change management ITSM controls risk, prevents outages, and…
Learn how HaloITSM licensing cost works, including typical per-agent pricing,…
Yes. Most teams migrate open tickets + a defined history window (e.g., 12–24 months). Full history is possible; we confirm
depth (details, attachments, volume) in Phase 1 and validate the approach via a pilot.
We replicate your identity model with Microsoft Entra ID (Azure AD) (SSO + SCIM) or Okta, then validate roles and permissions
before go-live.
We use a discovery-first approach: Lansweeper for asset discovery, with optional Virima service mapping to accelerate
CMDB quality and impact analysis.
Yes. We reconnect and test key scenarios (ticket creation, notifications, portal/bot experience) with Microsoft Teams
(and Slack if used) before cutover.
We aim for a minimal cutover window thanks to parallel run and end-to-end testing. The exact downtime depends on
scope (data depth, integrations, channels).