Vivantio - Detailed Review

Business Tools

Vivantio - Detailed Review Contents
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    Vivantio - Product Overview

    Vivantio is a comprehensive service management software that leverages AI-driven automation to enhance efficiency and customer satisfaction. Here’s a brief overview of its primary function, target audience, and key features:

    Primary Function

    Vivantio is designed to centralize and streamline service operations for organizations. It integrates various aspects of service management, including ticketing, asset management, knowledge management, and customer relationship management, all within a single platform. This integration helps in automating processes, improving response times, and enhancing overall service delivery.

    Target Audience

    Vivantio’s target audience includes a wide range of organizations, particularly those in the Information Technology and Services, and Computer Software industries. The software is used by companies of various sizes, from small businesses with fewer than 50 employees to large enterprises with over 1,000 employees. Geographically, its customer base is predominantly in the United Kingdom and the United States.

    Key Features



    AI-Driven Capabilities

    • Language Sentiment Analysis: Analyzes customer calls and texts to detect emotions such as frustration or delight, and agent communications to identify burnout or uncertainty.
    • Ticket Summarization: Summarizes communications throughout the ticket lifecycle, providing actionable task lists.
    • Predictive Analysis: Predicts future business impacts based on historical data and known scenarios.


    Service Management

    • Configurable Ticket Types: Allows for unlimited ticket types with dedicated configurations for different teams.
    • Service Level Management: Enables configurable service levels with definable milestones like response, diagnose, and fix.
    • Asset Management/CMDB: Tracks, monitors, and manages IT assets with a built-in Configuration Management Database (CMDB).


    Collaboration and Integration

    • Omni-channel Support: Integrates with multiple systems such as email, O365, WhatsApp, and SMS to provide seamless support across various channels.
    • Integration with Key Tools: Fully integrates with other core business applications, including Microsoft Power BI for data analytics.


    Knowledge Management

    • Knowledge Base: Creates, updates, categorizes, and manages documentation to aid service delivery teams and customers. Articles can be used to deflect tickets, provide troubleshooting recommendations, and offer information on software and hardware.


    Reporting & Analytics

    • Report Builder: Allows users to create custom reports using a user-friendly interface. It includes a library of pre-built reports and the ability to schedule and email reports to stakeholders.
    • Live Dashboards: Provides real-time analytics and customizable dashboards to visualize key performance metrics.


    Customer Engagement

    • Digital Self Service: Enables customers to search for knowledge base articles, report bugs, and raise support tickets through branded portals.
    • Surveys: Triggers customer satisfaction surveys after ticket resolution and allows for different types of surveys, including NPS/CSAT and sentiment surveys.
    Vivantio’s comprehensive suite of features is aimed at enhancing service operations, improving customer satisfaction, and streamlining internal processes through automation and AI-driven insights.

    Vivantio - User Interface and Experience



    User Interface Overview

    The user interface of Vivantio, a service management platform, is crafted to be intuitive, user-friendly, and highly configurable, making it an excellent choice for businesses seeking to streamline their service operations.

    Ease of Use

    Vivantio is praised for its simplicity and ease of use. Users have consistently noted that the interface is “simple and straightforward” and does not require a lot of time to learn. The platform’s design ensures that users can quickly adapt and start using it effectively, even for those with limited experience with ITSM and CRM software.

    User Experience

    The user experience is significantly enhanced by the recent redesign, particularly in the ticket details page. This page now features a conversational view, filters, and one-click quick actions, which boost agent efficiency and make it easier to manage tickets.

    Customization

    Vivantio offers extensive customization options. Users can create their own workspace, including charts, dashboards, and views that suit their specific needs. The platform allows for custom page layouts, with tabs, sub-tabs, and cards that put essential data front and center. This level of customization ensures that each technician and department can configure the platform to fit their unique workflows and processes.

    Modern Components and Workflow

    The platform utilizes modern components that are faster and more functional. It includes features like a Kanban Board for managing sprints, a Calendar for planning projects, and a Reading Pane for day-to-day tasks. These tools help users manage their work in a way that is most efficient for them.

    ITIL Compatibility

    Vivantio is ITIL-compatible, meaning it is structured around Service Requests, Incidents, Problems, and other ITIL frameworks. This makes it particularly suitable for organizations that follow ITIL practices, although it may require some adjustment for those that do not.

    Self-Service and Customer Engagement

    The platform also includes self-service portals, a knowledge base, chat, and email-to-ticket features. These tools ensure that customers can easily communicate with the service team and receive timely responses to their queries. This enhances the overall customer service experience and ensures that every interaction is tracked and reportable.

    Support and Feedback

    Users have praised Vivantio’s customer support, noting that it is quick to respond and helpful with all issues. The personal interaction level with the user base is also appreciated, making users feel more valued and appreciated compared to larger corporations.

    Conclusion

    Overall, Vivantio’s user interface is designed to be intuitive, highly customizable, and efficient, making it a valuable tool for service management and customer service operations.

    Vivantio - Key Features and Functionality



    Core Features and AI Integration



    Ticket Management

    • Ticket Types and Configuration: Vivantio allows for the creation of unlimited, configurable ticket types, each with dedicated configurations such as categories, priorities, custom forms, and fields. This ensures each team has the necessary tools without compromising collaboration.
    • AI-Driven Ticket Summarization and Response Optimization: Integrations with AI tools like Gemini AI and OpenAI enable ticket summarization, sentiment analysis, and optimization of responses to customers. This helps in reducing the time spent on writing responses and improves their quality.


    Knowledge Management

    • Knowledge Base: Vivantio features a comprehensive document and file management system where you can create, update, categorize, and manage various types of documentation. AI integrations can automatically create knowledge base articles from ticket descriptions and solutions, significantly improving the speed and quality of these articles.
    • Article Templates and Customization: The platform allows for customizable article layouts, themes, and templates. AI can optimize knowledge base articles, ensuring they are relevant and useful for both agents and customers.


    Service Level Management

    • Configurable Service Levels: Vivantio supports configurable service levels with definable milestones like response, diagnose, and fix. AI can help in optimizing these service levels by analyzing data and providing insights into common issues and recommended solutions.


    Client Management

    • Client Data Management: The platform stores and manages customer data, which can be integrated with external systems. Custom forms and fields can be created to hold unique client information, and AI can help in analyzing client feedback and sentiment.


    Asset Management

    • Asset Tracking and CMDB: Vivantio includes built-in asset management and CMDB to track, monitor, and manage IT assets. While AI is not specifically mentioned in asset management, the overall data analytics capabilities can help in better asset management through detailed reporting and analytics.


    Surveys and Feedback

    • Customer Satisfaction Surveys: Vivantio allows for the definition of rules to trigger customer satisfaction surveys after ticket resolution. AI tools like Gemini AI and OpenAI can analyze customer feedback and sentiment, providing valuable insights to improve service quality.


    AI-Specific Features



    Sentiment Analysis

    • Both Gemini AI and OpenAI integrations provide sentiment analysis capabilities. When a ticket is created, the AI tools analyze the sentiment of the ticket description and update the ticket with the results, helping support agents to respond more appropriately.


    Ticket Summarization

    • AI tools summarize ticket descriptions, making it easier for support teams to quickly understand the issue and respond effectively. This reduces the time spent on reading and analyzing tickets.


    Knowledge Base Creation

    • AI can create knowledge base articles from existing ticket descriptions and solutions, significantly reducing the time and effort required to maintain a comprehensive knowledge base.


    Translation

    • Integrations with AI tools offer translation capabilities, enabling support teams to communicate more effectively with customers in different languages.


    Response Optimization

    • AI optimizes responses to customers by suggesting improvements, simplifying text, or changing the tone, which enhances the quality and efficiency of customer interactions.


    Reporting and Analytics

    • Business Intelligence: Vivantio offers robust reporting and analytics tools, including customizable dashboards, charts, and real-time analytics. The platform can integrate with third-party tools like Microsoft Power BI via OData endpoints, allowing for extensive data analysis and visualization.
    • Report Builder: The report builder tool enables users to create custom reports using a WYSIWYG editor or custom SQL. Reports can be scheduled and emailed to stakeholders, providing regular insights into service performance.


    Integration and Automation

    • Workflow Designer: Vivantio allows for the definition of complex, multi-step processes using the workflow designer. This automates tasks and assigns them to different individuals, streamlining service operations.
    • Albato Integration: For AI integrations like Gemini AI and OpenAI, Vivantio uses Albato, a platform service partner built directly into the Vivantio admin area. This facilitates one-way or two-way integrations to leverage AI capabilities within the Vivantio platform.
    In summary, Vivantio’s AI-driven features are deeply integrated into its core functionalities, enhancing ticket management, knowledge base creation, client management, and overall service delivery. These features help in increasing efficiency, solving issues faster, and improving the quality of service provided to customers.

    Vivantio - Performance and Accuracy



    Evaluating the Performance and Accuracy of Vivantio

    Evaluating the performance and accuracy of Vivantio, particularly in the context of its AI-driven business tools, reveals several key strengths and areas for improvement.



    Performance

    Vivantio’s performance is highlighted by its ability to optimize resource utilization and streamline service processes. Here are some key points:



    Advanced Data Analysis and Predictive Forecasting

    Vivantio offers robust analytics and predictive forecasting capabilities, enabling organizations to monitor performance closely and make informed decisions. This helps in anticipating future capacity needs and planning for demand fluctuations effectively.



    Automation and Workflow

    The Visual Workflow Tool automates standard processes, notifies stakeholders of incoming tasks, and defines KPIs to benchmark team performance. This tool streamlines tasks and approvals, improving team output and success.



    User-Friendly Interface

    The platform is known for its intuitive and easy-to-navigate interface, which increases team productivity by minimizing learning curves. Users have reported that the system is simple and straightforward to use.



    Accuracy

    In terms of accuracy, Vivantio’s tools are generally praised for their reliability:



    Data Analysis Accuracy

    The tool delivers clear insights into capacity trends and utilization, which is crucial for accurate decision-making. Regular evaluations ensure the tool continues to meet evolving business needs.



    Reporting and Tracking

    Vivantio provides powerful reporting tools that track service trends, task completion times, and other metrics. This helps in identifying bottlenecks and reallocating resources for improved service.



    Limitations and Areas for Improvement

    Despite its strengths, there are some areas where Vivantio can improve:



    Configuration and User Interface

    Some users have noted that the admin area and technician portal can be confusing at times. There is a suggestion for upgrading the backend admin area to make it more intuitive.



    Dashboards and Reporting

    Users have mentioned that the dashboards and reporting features could be improved. Specifically, there is a need for better and more customizable dashboards, as well as faster and more efficient reporting capabilities.



    Customization Options

    Some users would like more customization options, particularly in areas such as asset management. For example, the ability to see user assignments and descriptions for assets directly without needing to access each entry individually would be beneficial.



    Integration with Other Tools

    While Vivantio integrates smoothly with existing systems, there might be room for further enhancements in this area to ensure seamless integration with a wider range of tools and platforms.

    Overall, Vivantio performs well in terms of data analysis, predictive forecasting, and workflow automation. However, there are areas such as dashboard customization, reporting efficiency, and user interface improvements that could enhance the user experience and overall performance of the platform.

    Vivantio - Pricing and Plans



    Unified Pricing Structure

    Vivantio has moved away from its previous four distinct product tiers (Value, Vital, Velocity, and Visionary) and now offers a single, unified Vivantio Platform. This means all customers have access to every feature available, eliminating the confusion of multiple tiers.

    Pricing

    The new pricing is set at $99 per named user per month. This includes access to all features of the Vivantio Platform.

    Volume Pricing Agreements

    For organizations with multiple users, Vivantio offers standardized volume pricing agreements, which can help in cost savings. Additionally, they provide concurrent licensing options, which can reduce costs further, especially for organizations with infrequent users or shift workers.

    Licensing Options

    Vivantio provides several licensing options:

    Named Licenses

    Suitable for technicians who need constant and dedicated access.

    Concurrent Licenses

    Can be shared among teams, helping to save costs.

    Mixed Licenses

    A combination of concurrent and named licenses.

    License Pools

    Ensure concurrent licenses are available to technicians who need them most.

    Features

    The unified Vivantio Platform includes a wide range of features such as:

    Global Compliance

    Choose data centers according to your needs.

    Dedicated Support

    Personalized attention from US and UK teams via phone and email.

    Personalized Guidance

    A Professional Services Consultant for implementation and ITIL4 best practices.

    Customer Success Manager

    Dedicated post-launch support.

    Automation Tools

    Self-service portals, customization, and reporting features.

    Service Level Agreements (SLAs)

    Track performance of customer service teams.

    Custom Reporting

    Full-fledged custom report builder and advanced data visualization.

    Discounts

    Volume discounts start at around 15 users and increase up to 40 users. Additionally, educational institutions qualify for a 5% discount, and non-profits qualify for a 10% discount.

    Free Options

    Vivantio does not offer a free plan, but a free trial is available to test the platform before committing to a purchase.

    Vivantio - Integration and Compatibility



    Vivantio Integration Overview

    Vivantio, a comprehensive IT service management platform, offers a wide range of integration options to ensure seamless connectivity with various tools and systems. Here’s a detailed look at its integration capabilities and compatibility:

    Extensive Integration Platforms

    Vivantio provides multiple integration pathways, including out-of-the-box (OOB) connectors, low/no-code webhooks, webMethods, and a comprehensive REST API. This API-first approach ensures there are no limitations on functionality and no additional costs for API transactions.

    Built-in Integrations

    The platform comes with over 600 built-in integrations, allowing users to connect with a variety of applications such as Active Directory, Asset Discovery tools, and Data Warehouses. These integrations facilitate the exchange of data and streamline workflows across different systems.

    Third-Party Integration Services

    Vivantio also partners with services like Albato, which enables users to integrate Vivantio with over 800 popular apps. This partnership allows for no-code integrations, making it easy to automate workflows without requiring technical expertise. Users can set up triggers, actions, and data synchronization between Vivantio and other applications through an intuitive builder.

    Application Lifecycle Management and CRM Integrations

    For organizations with internal development teams, Vivantio integrates with application lifecycle management tools, ensuring that support teams can share key data and collaborate effectively. Additionally, it integrates with Customer Relationship Management (CRM) and Asset Management tools, allowing for the management of customer data and IT assets within the platform.

    ITIL and Service Management Integrations

    Vivantio supports ITIL4 requirements and offers features like Incident, Problem, Service Request, and Change Management, all of which can be integrated with other service management tools. This ensures compliance with ITIL standards and enhances the overall service management process.

    Cross-Platform Compatibility

    The platform is designed to be flexible and can be configured to work with various systems and devices. It supports oData connections and integrations with several different Business Intelligence (BI) tools, ensuring that data can be surfaced where needed. This compatibility extends to its reporting and analytics features, which can be accessed through live dashboards, scheduled reports, and other customizable reporting tools.

    Customization and Configuration

    Vivantio allows for extensive customization, including configurable ticket types, custom forms and fields, and personalized workspaces. This flexibility ensures that the platform can adapt to the specific needs of different teams and organizations, making it compatible with a wide range of business processes.

    Conclusion

    In summary, Vivantio’s integration capabilities are highly versatile, allowing for seamless connections with a broad spectrum of tools and systems. Its compatibility across different platforms and devices makes it a robust solution for service management needs.

    Vivantio - Customer Support and Resources



    Vivantio Customer Support Overview

    Vivantio offers a comprehensive array of customer support options and additional resources, ensuring that users can efficiently manage and enhance their customer service operations.

    Contact and Support Channels

    For immediate assistance, users can reach out to Vivantio through their US or UK offices. The US office is located at 15 Common Street, Ste 642, Natick, MA 01760, and can be contacted at 1-617-982-0390. The UK office is at Redwood House, Brotherswood Court, Almondsbury, Bristol, BS32 4QW, and can be reached at 44-1934-424840.

    Support Portal and Departments

    Vivantio provides a dedicated Support Portal where users can find resources and submit support requests. Additionally, there are specific email addresses for different departments, including General, Finance, Press, Marketing, and Sales, allowing users to direct their inquiries to the appropriate team.

    Self-Service Portals

    One of the key features of Vivantio is its self-service portals. These portals are codeless and customizable, enabling customers to resolve issues on their own. This not only reduces ticket volumes but also improves overall help desk performance. According to Vivantio, 67% of customers prefer using self-help options over speaking to a representative.

    AI-Driven Automation

    Vivantio’s platform incorporates AI to enhance customer satisfaction and operational efficiency. Features include language sentiment analysis to detect customer frustration or delight, ticket summarization for quick overviews, and predictive analysis to anticipate and resolve potential issues before they escalate. These AI tools help transform customer service from reactive to proactive.

    Predictive Analysis and Analytics

    The platform offers predictive analysis to identify potential issues proactively and resolve them before they become major problems. It also provides a 360-degree view of customer interactions by centralizing touchpoints from CRM to financial data, enabling personalized and efficient service.

    Training and Resources

    Users can benefit from various resources, including case studies and success stories, such as those from Allegis Group and DriveTime, which highlight the productivity gains and efficiency improvements achieved through Vivantio’s service management platform.

    Demos and Consultations

    For those interested in seeing the platform in action, Vivantio offers the option to speak with a solutions consultant for a guided demonstration. This helps potential users understand how Vivantio can scale their service operations and improve client satisfaction.

    Conclusion

    Overall, Vivantio’s customer support and resources are designed to be intuitive, efficient, and highly supportive, helping businesses optimize their customer service management with ease.

    Vivantio - Pros and Cons



    Advantages of Vivantio

    Vivantio offers several significant advantages that make it a valuable tool for business operations, particularly in the IT service management (ITSM) sector.



    Customization and Flexibility

    Vivantio is highly configurable, allowing users to set up workflows and approval processes that fit their specific needs. This flexibility is particularly useful for managing internal approvals and tasks without requiring licenses for all employees.



    Ease of Use

    The software has a user-friendly interface that is easy to learn and use, even for those without extensive technical knowledge. Users have praised its simplicity and the ease of creating tickets, responding to service requests, and managing incidents.



    ITIL-Based Framework

    Vivantio is structured around ITIL (Information Technology Infrastructure Library) principles, which makes it well-suited for organizations that follow this framework. It includes features such as service requests, incidents, problems, asset management, and CRM management.



    Self Service Portal

    The Self Service portal is highly regarded for its usefulness and beauty, providing employees with an easy way to request services and track their requests.



    Customer Support

    Users have consistently praised the customer support provided by Vivantio, describing the representatives as hands-on, helpful, and responsive to user feedback.



    Value for Money

    Many users have noted that Vivantio offers great value for money, especially compared to other ITSM tools that may be more expensive or less feature-rich.



    Disadvantages of Vivantio

    While Vivantio has many advantages, there are also some notable disadvantages to consider.



    Configuration Challenges

    The setup process can be quite dependent on Vivantio’s representatives, and the self-help resources for configuration are not very useful. Some users prefer to configure the software independently but find the available documentation insufficient.



    Performance Issues

    Some users have reported performance issues, such as slow transitions between tabs, slowness in switching between tickets, and occasional freezing of certain features.



    Reporting Limitations

    The reporting tool has been criticized for being fussy and confusing, with some users finding it difficult to generate the necessary reports or experiencing inaccuracies in the data presented.



    Mobile Version Limitations

    The mobile version of Vivantio is not very user-friendly, which can be a significant drawback for users who need to access the system on mobile devices.



    Limited Customization in Certain Areas

    While Vivantio is generally customizable, some areas, such as asset management, lack the level of customization that some users would like. For example, users have mentioned difficulties in tracking service contracts and viewing detailed information about assets without additional steps.

    Overall, Vivantio is a solid choice for ITSM needs, offering a balance of ease of use, customization, and value for money, although it does come with some limitations and areas for improvement.

    Vivantio - Comparison with Competitors



    When comparing Vivantio to its competitors in the business tools and IT Service Management (ITSM) category, several key features and distinctions stand out.



    Unique Features of Vivantio



    1. Comprehensive Configuration

    Vivantio offers highly configurable ticket types, service level management, and workflow designs. Users can create unlimited ticket types, configure service levels with definable milestones, and define complex multi-step processes using the Workflow Designer.



    2. Integrated CRM and ITSM

    Vivantio combines service management with CRM/Case Management technology, allowing for the management of customer data and integration with external systems. This integration enables a unified platform for both internal and external support teams.



    3. Advanced Asset and CMDB Management

    Vivantio’s asset management includes a comprehensive Configuration Management Database (CMDB) that tracks, monitors, and manages IT assets. It also features asset auditing, relationship mapping, and impact analysis.



    4. Knowledge Management

    The platform includes a robust knowledge base system where users can create, update, categorize, and manage documentation. This system supports article templates, customizable layouts, and customer feedback on articles.



    5. Business Intelligence and Reporting

    Vivantio provides a powerful reporting and business intelligence toolset, including customizable dashboards, real-time analytics, and a report catalog. Users can build custom reports using a WYSIWYG editor or custom SQL, and integrate with tools like Microsoft PowerBI.



    6. Self-Service Portals

    Vivantio allows for the creation of multiple branded self-service portals, enhancing customer engagement and reducing the need for direct support interactions. The platform also supports end-user and tech-to-tech chat.



    Potential Alternatives



    1. Jira Service Management

    Jira Service Management is a strong competitor, especially for teams already using Jira for issue tracking. However, Vivantio offers more flexibility in terms of unlimited ticket types and advanced self-service portals. Jira Service Management may have limitations in asset management and CMDB compared to Vivantio.



    2. Salesforce

    Salesforce is a leading CRM solution but lacks the deep ITSM capabilities of Vivantio. While Salesforce excels in customer relationship management, it may not provide the same level of service management and asset tracking features as Vivantio.



    3. Zendesk

    Zendesk is known for its help desk ticketing software and self-service portal. However, it may not offer the same level of ITSM features, such as asset management, CMDB, and advanced workflow automation, that Vivantio provides.



    4. EngageBay

    EngageBay is a CRM and marketing automation tool that is simpler to use but does not have the comprehensive ITSM features that Vivantio offers. It is more suited for marketing automation and basic CRM needs rather than full-scale IT service management.



    Key Differences



    1. Scalability and Configurability

    Vivantio stands out for its high configurability and scalability, making it suitable for both small and large enterprises. It allows teams to turn on or off features as needed, which is not always the case with competitors like Jira Service Management.



    2. Integration Capabilities

    While many competitors offer integration with other tools, Vivantio’s integration capabilities, including OData connections and API endpoints, make it highly versatile for different business environments.



    3. Customer Satisfaction Tools

    Vivantio’s survey and feedback mechanisms, such as NPS/CSAT surveys and sentiment surveys, are more comprehensive compared to some of its competitors, helping in improving customer satisfaction ratings.

    In summary, Vivantio’s unique blend of ITSM, CRM, and advanced reporting capabilities, along with its high configurability and scalability, make it a strong choice for organizations looking for a comprehensive service management solution. However, the choice ultimately depends on the specific needs of the organization, and alternatives like Jira Service Management, Salesforce, Zendesk, and EngageBay may be more suitable for certain use cases.

    Vivantio - Frequently Asked Questions



    Frequently Asked Questions about Vivantio



    What are the different pricing plans offered by Vivantio?

    Vivantio offers several pricing plans to cater to various business needs. The plans include:

    • VALUE: Starting at $42 per user per month.
    • VITAL: Starting at $52 per user per month.
    • VELOCITY: Starting at $82 per user per month.
    • VISIONARY: Starting at $142 per user per month.


    Does Vivantio offer a free trial or a free plan?

    Vivantio does offer a free trial, but it does not have a free plan. You can sign up for a free demo to explore the features before committing to a purchase.



    What are the core features of Vivantio?

    Vivantio includes several core features such as:

    • Configurable Ticket Types: Create and configure unlimited ticket types.
    • Service Level Management: Define configurable service levels with milestones like response, diagnose, and fix.
    • Client Management: Store and manage customer data.
    • Knowledge Management: Create, update, categorize, and manage documentation.
    • Asset Management / CMDB: Track, monitor, and manage IT assets.
    • Surveys: Trigger customer satisfaction surveys after ticket resolution.
    • Task Management: Create sub-work items from tickets and reassign them.


    How does Vivantio use AI in customer service?

    Vivantio integrates AI technology into its customer service platform to provide personalized, efficient, and responsive interactions. Features include AI-powered self-service, generative AI for text formatting, and AI-driven knowledge base articles to deflect tickets and provide troubleshooting recommendations.



    What are the Business Intelligence and Reporting capabilities of Vivantio?

    Vivantio offers comprehensive Business Intelligence and Reporting features, including:

    • Report Builder: Create custom reports using a WYSIWYG editor or custom SQL.
    • Customizable Dashboards: Visual overviews of service fulfillment across various metrics.
    • Live Dashboards: Real-time statistics and insightful dashboards.
    • Report Catalog: A library of pre-built, ready-to-customize reports.
    • Scheduled Reports: Automatically run and email reports to stakeholders.
    • Integration with BI Tools: Connect with tools like Microsoft Power BI via OData endpoints.


    Can Vivantio be integrated with other systems and tools?

    Yes, Vivantio supports integrations with various external systems and tools. It includes integrations with BI tools like Microsoft Power BI, and it allows data export and import into spreadsheets or databases. Additionally, Vivantio can integrate with other systems to surface data from external sources to your service teams.



    What is the role of Knowledge Management in Vivantio?

    Vivantio’s Knowledge Management feature allows you to create, update, categorize, and manage any type of documentation. This includes using articles to deflect tickets, provide troubleshooting recommendations to agents, and information on software/hardware to technicians. You can also set visibility dates for articles, customize their layout, and allow customer feedback on the articles.



    How does Vivantio handle Asset Management?

    Vivantio includes a built-in Configuration Management Database (CMDB) for asset management. You can track, monitor, and manage IT assets, set up different asset types and categorization, customize asset layouts, maintain an audit trail of changes, and link related assets using custom-configured relationships.



    Can Vivantio be used for client management and CRM functions?

    Yes, Vivantio has client management features that allow you to store and manage customer data. This includes configuring client categories, SLAs, alerts, and highlight rules. You can also build custom forms and fields to hold unique client information and control the visibility of these forms based on selected values.



    How does Vivantio support service level management and ITIL compliance?

    Vivantio supports service level management by allowing you to define configurable service levels with definable milestones. It also enables ITIL4 compliance, supporting full ITIL requirements or allowing you to pick and choose which elements are relevant to your processes.

    Vivantio - Conclusion and Recommendation



    Final Assessment of Vivantio

    Vivantio is a comprehensive enterprise service management platform that integrates a wide range of features to enhance customer service, support, and overall operational efficiency. Here’s a detailed assessment of who would benefit most from using Vivantio and an overall recommendation.



    Key Features and Benefits

    • Comprehensive Service Management: Vivantio offers a broad spectrum of features including configurable ticket types, service level management, client management, knowledge management, asset management, and task management. These features are particularly beneficial for mid-market teams looking to upgrade from legacy or entry-level case management solutions.
    • AI and Automation: The platform leverages AI for proactive service, including language sentiment analysis, ticket summarization, predictive analysis, and journey analytics. These AI-driven tools help transform customer service from reactive to proactive, enhancing customer satisfaction and efficiency.
    • Business Intelligence and Reporting: Vivantio provides robust reporting capabilities with customizable dashboards, charts, and real-time analytics. Users can build custom reports, schedule recurring reports, and integrate with other business intelligence tools like Microsoft PowerBI.
    • Integration and Customization: The platform supports extensive integration with other core business applications through FLEXBridge and offers customizable forms, fields, and workflows. This flexibility allows different teams to configure the platform according to their specific needs.


    Target Audience

    Vivantio is most beneficial for mid-market teams and larger organizations seeking advanced service management capabilities. These include:

    • Customer Service and Support Teams: Teams looking to improve ticket resolution times, enhance customer satisfaction, and streamline their service processes will find Vivantio highly valuable.
    • IT Departments: With features like ITIL4 compliance, asset management, and CMDB, IT departments can effectively manage IT assets and service requests.
    • Client-Facing Teams: The CRM capabilities, including client management, client SLAs, and client alerts, make it an excellent choice for teams that need to manage customer data and relationships.


    Recommendation

    Given its comprehensive feature set, Vivantio is highly recommended for organizations aiming to enhance their service management operations. Here are some key points to consider:

    • Scalability: Vivantio’s single-platform approach with customizable features makes it scalable for various service teams across an enterprise.
    • Efficiency: The AI-driven tools and automation features significantly improve efficiency by reducing manual tasks and enhancing proactive service.
    • Customer Satisfaction: The platform’s focus on customer satisfaction through personalized service, surveys, and knowledge management can lead to higher customer retention and satisfaction.
    • Integration: The ability to integrate with other business tools and applications ensures that Vivantio can fit seamlessly into existing workflows.

    Overall, Vivantio is a strong choice for any organization seeking to improve its service management capabilities, especially those in the mid-market sector looking to upgrade their current systems. Its extensive features, AI capabilities, and customization options make it a versatile and effective tool for enhancing customer service and operational efficiency.

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