ConfigBot for ServiceNow – Platform Assessment
The Platform Assessment module of ConfigBot provides a comprehensive health and complexity assessment of a ServiceNow instance by analysing platform configurations, customizations, CMDB health, catalog complexity, plugin utilization, and operational metrics. It helps organizations understand overall platform maturity, upgrade readiness, governance posture, and areas requiring optimisation.
The module generates assessment reports covering platform complexity, customization density, CMDB freshness, catalog and record producer complexity, knowledge activity, foundation data, login statistics, and application usage metrics. This enables administrators and platform owners to identify configuration drift, excessive customization, stale CMDB data, and operational inefficiencies while supporting better governance, migration planning, and platform optimization decisions.
The following steps explains how to quickly generate a report using the Platform Assessment.
Step 1: Log in to ConfigBot
Enter your username and password, then click Submit to access the portal.
Step 2: Access the Platform Assessment Module
From the Home Screen, navigate to “Reports” and click on the “Platform Assessment” module tile
Step 3: Select a workspace
Step 4: Create a New Iteration
Click the Add Iteration button
- Enter the Iteration Number
- Select the Workspace
- Enter Host Address
- Choose the Instance Type
- Enter your Company ID and Username
- Add a short Description
- Then click Submit to create the iteration.
Step 5: Generate Workbook/Report
Once the Iteration is created, click on the Hamburger Menu and select Generate Workbook
In the pop-up window:
- Enter your ServiceNow instance password
- Add any execution notes
- Select the checkbox for Assessment Readiness
- Click Confirm and Start button to prepare sheet.
Step 6: Read/Download Report
Once the status shows complete, click on the sheet icon
Below is the Platform Assessment format for your review.
Updated on: 05/19/2026
Thank you!