{"id":24574,"date":"2024-04-24T10:01:39","date_gmt":"2024-04-24T09:01:39","guid":{"rendered":"https:\/\/www.topdesk.com\/en\/?p=24574"},"modified":"2025-11-26T20:19:39","modified_gmt":"2025-11-26T20:19:39","slug":"move-from-configuration-management-to-asset-management","status":"publish","type":"post","link":"https:\/\/www.topdesk.com\/en\/blog\/move-from-configuration-management-to-asset-management\/","title":{"rendered":"5 tips for a successful migration to TOPdesk Asset Management"},"content":{"rendered":"

We\u2019ve said it before, and we\u2019ll say it again: migrating from Configuration Management to Asset Management<\/a> can be a hefty process. Like any other change, it requires effort, time and adjusting. Not to mention that in the meantime you still have a business to run. But the latest developments and added benefits to TOPdesk Asset Management do make the switch all that more worth it.<\/strong><\/p>\n

So, how do you go through this process as successfully as possible, while also making sure the migration offers a smooth transition for both your IT department and the rest of your colleagues? There\u2019s no straightforward answer to this question, but we\u2019ve compiled a list of our top 5 tips to help your organization start out with TOPdesk Asset Management in the best way you can. Read up below to learn more.<\/p>\n

1. Do an asset impact analysis<\/h2>\n

Knowledge is key whenever starting out with any type of change. Migrating to Asset Management<\/a> is no exception to this rule. If you\u2019ve used Configuration Management for some years, there are bound to be certain valuables that you simply don\u2019t want to or need to migrate. And so, we advise you to start out with some housekeeping. Do an analysis of the current valuables in Configuration Management, so that you\u2019re aware of which elements are important for you to migrate, and which ones not so much. There might be assets you\u2019ve registered long ago, the license rights of which you might not have anymore. Or perhaps there\u2019s valuables lurking in the corners of your IT ecosystem that nobody has any need of anymore.<\/p>\n

Whatever your individual case might be, get started with preparing an overview of the current state of your assets and the dependencies between them and other systems you\u2019re using. Not only will this give you insight and confidence about the migration process, but it will essentially make sure that you will be aware of the scale of the change that you will be implementing.<\/p>\n

2. Get a test environment<\/h2>\n

Pre-migration testing is, we dare say, just as important as the real deal. A migration from Configuration Management to Asset Management can be a significant change for your organization. And so, in order to ensure a successful and carefree process, we urge you to perform the migration in your up-to-date test environment first. It can be key to avoiding migration failure, identifying potential problems early on, and properly managing the impact the migration will have on your organization. Among the many benefits, having a test run can also be the moment to clean up your asset templates: remove fields and\/or widgets that you\u2019re not using, name your field widgets and reorder fields if necessary.<\/p>\n

Don\u2019t have a test environment? Contact your Customer Success Manager to discuss what your best options are.<\/p>\n

3. Allocate ample time and prepare to put in the effort<\/h2>\n

With the risk of repeating ourselves\u2014migration will require time and effort. While this is something that\u2019s crystal clear by now, it\u2019s a different thing to properly allocate the necessary time and effort for a successful transition.<\/p>\n

What does this look like? Well, it\u2019s good to mention that migration time will vary greatly from one organization to the other based on factors, such as company size or the amount of asset types and departments working with the system. Regardless of your individual context, however, we would advise you to give yourself and your company enough time to accommodate space for mistakes\u2014it\u2019s almost inevitable something will go wrong, and that\u2019s OK\u2014and to allow for a process that prioritizes precision rather than speed.<\/p>\n

Preparing to put in the effort is just as important. What this means is fully understanding the scope of a migration. This in turn will allow you to identify the skills you and your colleagues will need to successfully complete the process and to properly allocate the necessary tasks.<\/p>\n

4. Prepare your organization and colleagues<\/h2>\n

After you\u2019ve finished your pre-migration testing and before you start planning the actual transition production, it\u2019s a good time to make sure that your colleagues are fully aware of the change that\u2019s about to happen. In the end, working in Asset Management is a collective endeavour, and so you want everyone involved to be as knowledgeable as they can be.<\/p>\n

Based on the level of involvement, you may organize a training or share a video, manual, work instruction or quick reference card. In determining the approach, think of how people will use the new system: do they only need to link assets to a call and occasionally view its information? Or do they need to create custom overviews, create new assets or manage the stock room?<\/p>\n

5. The final steps before going live<\/h2>\n

You\u2019re almost there! Once the previous steps have been taken, we expect these last stages to be the smoothest and easiest ones. Some final steps would be to:<\/p>\n