Your ServiceNow instance contains high quality, managed data. This can include data on your IT infrastructure, your organisation, your facilities, your employees or data from incident, case or change processes. And potentially also for project, agile initiatives and time writing.
With ServiceNow reporting there is no need for exporting data, you’d think. But…
· What if your employees require a prescribed employment statement in order to get a mortgage?
· What if your management team requires a monthly report in Powerpoint?
· What if your compliance officer requires data of incompliances in Excel?
· What is your vendor manager requires a detailed vendor report during vendor negotiations?
In fact, there are many opportunities to automatically provide well formatted documents filled with managed ServiceNow data.
That is where the Office Templater application comes into play.
This certified ServiceNow application enables your organisation to easily automate processes that require well formatted and pre-structured documents in Excel, Powerpoint, Word and PDF.
Combine the full formatting potential of the MS Office Suite with the automation and managed data in ServiceNow.
Key features of the Office Templater:
✓ Configure a template in minutes
✓ Configure once, use many
✓ Download or receive via email
✓ Schedule document generations
✓ Documents or links to attachments
✓ Export HTML based fields with ease
✓ Save time and prevent errors
✓ Provide consistent information
✓ Build templates based on one table or multiple tables using relationships
✓ Export data from any table and related tables in the system
Benefits of the Office Templater App
✓ Configure a template in minutes
✓ Configure once, use many
✓ Download or receive via email
✓ Schedule document generations
✓ Documents or links to attachments
✓ Manage security
✓ Export HTML based fields with ease
✓ Save time and prevent errors
✓ Provide consistent information
✓ Build templates based on one table or multiple tables using relationships
✓ Export data from any table and related tables in the system
Document types
The Office Templater can generate Word, Excel, PowerPoint and PDF files directly from ServiceNow, based on the colors, fonts and document templates suited to your company's needs. The following are some examples of what the OT is capable of:
1 | Word
A CV template that fetches information from a user profile and several other user information tables and, upon file generation, will merge all that data into a single Word document. Ready to be printed or sent to a customer.
2 | Excel
Pivot tables and graphs can be prepared on your Excel template and then configured in OT. Upon exporting, data can be spread across several sheets and those pivot tables and graphs will be automatically populated.
3 | Powerpoint
PowerPoint slides can be uploaded to ServiceNow and used to get information that you need to include in a presentation, just by pressing a single button.
4| PDF
Configure a Word template and make if available for PDF document generation. Allow your users to be able to generate only PDF files or both Word and PDF files.
Business Cases
The Office Templater can, for instance, be used to generate:
ITSM
✓ Program overview report
✓ Quarterly project report
✓ CAB reports
✓ Vendor performance overview
✓ Service performance overview
Facility Management
✓ Visitor Lists
✓ Catering Orders
✓ Occupancy Weekly/Monthly Reports
✓ Vendor Orders/Suborders
Other Uses:
✓ Training Certificates
✓ Project Hours Sheet
✓ Purchase Orders
✓ Regional production reports
✓ Timecards invoicing documents
✓ Export and share knowledge articles
✓ Agile module (Releases, Sprints, Stories, …)
✓ SPM and PPM
✓ And more…