Cherwell Service Management - Short Review

Customer Service Tools



Product Overview: Cherwell Service Management

Cherwell Service Management (CSM) is a comprehensive and flexible IT service management (ITSM) solution designed to help organizations streamline, automate, and enhance their service and support processes. Here’s a detailed look at what CSM does and its key features.



What Cherwell Service Management Does

Cherwell Service Management is built on the Cherwell Core platform, a no-code development and delivery platform that serves as the foundation for various service management solutions, including ITSM, Enterprise Service Management (ESM) for departments like HR and Facilities, and custom-built workflow applications. This platform enables organizations to implement, automate, and upgrade their service and support processes efficiently.



Key Features and Functionality



ITSM Processes

  • Incident Management: Allows teams to manage incidents from creation to resolution, with automated workflows to reduce resolution times.
  • Problem Management: Helps identify and resolve the root cause of recurring issues, preventing future occurrences.
  • Change Management: Facilitates the management of changes in the IT environment, minimizing service disruptions and enabling risk analysis and impact assessment.


Automation and Customization

  • Automation Engine: Central to the Cherwell Core, this feature automates workflows for ITSM, HR, Facilities, Project Portfolio Management (PPM), Security, and other solutions, using One-StepTM actions for simple and complex tasks.
  • Process Customization: Allows departments to tailor the solution according to their native workflow processes, ensuring flexibility and adaptability.


Customer Engagement

  • Multiple Engagement Channels: Customers can interact with the service desk via phone, email, a self-service portal accessible on laptops or mobile devices, or through integrations with tools like Slack and the optional Cherwell Virtual Agent (CVA).


Service Catalog and Self-Service

  • Service Catalog: Provides a centralized location for employees to request IT services and resources, streamlining the service request process.
  • IT Self-Service Portal: Easily customizable and branded, this portal enables employees to open incident records, check incident status, request services, and view dashboards without consuming licenses for common IT self-service tasks.


Service Level Management

  • SLA Management: Allows organizations to define and manage service level agreements (SLAs), track service performance, and take corrective actions to meet service-level targets.


Integration and Data Management

  • Integration Services: Offers various methods to import data or perform actions based on events in external tools or CSM, ranging from lightweight options to more complex integrations using the Cherwell REST API.
  • Advanced Knowledge Management: Consolidates multiple knowledge sources into a single knowledge base, enabling users to quickly find relevant information and resolve issues independently.


Reporting and Analytics

  • Dashboards and Reporting: Provides insightful, interactive, and configurable dashboards that highlight key metrics, trends, and bottlenecks. Comprehensive reports help in monitoring critical metrics, analyzing trends, and identifying areas for improvement.


Additional Benefits

  • Flexible Licensing and Deployment: Offers unprecedented ease of customization, flexible licensing options, and deployment choices, making it adaptable to various organizational needs.
  • Scalability: Designed to be scalable, CSM can grow with the organization, supporting a wide range of IT-related processes and beyond.

In summary, Cherwell Service Management is a powerful, flexible, and highly customizable ITSM solution that empowers organizations to automate, streamline, and enhance their service delivery processes, ultimately driving operational efficiency, digital transformation, and business growth.

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