How to Streamline Data Attestation to Accelerate Program Delivery

Published on February 24, 2022 by

Paul Deur

Any IT program manager will be familiar with the time and effort it takes to manage the data discovery stage of an IT program. You can use your CMDBs and Systems Management Systems to scan and create a list of your hardware and applications but relying on these tools alone will only give you so much. The information may be out of date, have gaps, or conflict with data gleaned from other tools.

For example, you may know that there are at least five servers associated with ‘x’ application, but you can only see one. And there will likely be applications and servers without owners attached to them – maybe because people have moved within or left the company. All these gaps and mismatches need further investigation, and you’ll likely want to confirm much of the data you do have.

Reconciling this data means numerous emails, meetings, and a lot of time spent designing forms in a way that you hope will persuade your end users to fill them in with the information you need. Answers will need to be manually entered into a spreadsheet – creating room for errors to creep in. And when end users still don’t respond even to the simple yes/no question of ‘do you own x application?’, you’re left chasing responses, escalating and spending more time creating reports to share with managers, trying to get that information that will allow you to move forward with your program.

Automate Workflows to Trigger Data Attestation Via A Self-Service Portal

The answer is to leverage a digital platform conductor (DPC), which uses AI and intelligent automation to eliminate hundreds of hours spent on data collection and attestation. A DPC collects, normalizes, and correlates imperfect data from multiple sources. It then automates communications and orchestrates workflows to streamline the discovery phase – and every phase – of your program.

ReadyWorks is a DPC. Use it to automate communications including requests for data, reminders, and escalations. Communications can include links to a self-service portal where users can validate information or provide missing data.

Welcome Screen

The self-service portal is where users can validate program data and complete the action items that will trigger automated workflows. This welcome tab on the self-service portal provides end users with a set of instructions on what they need to complete.

Personal Information Confirmation Screen

End users can verify their personal information, such as shipping address or contact information.

Asset Verification

End users can also verify hardware information such as their primary computer.

Application Information

Users can also confirm the applications they are using.


Self scheduling allows users to schedule their service based on your team’s capacity and availability.

And ReadyWorks improves program transparency and accountability by allowing you to easily track who has completed the request for information and who has not. As users populate data within the self-service portal, your view is updated. If gaps remain, reminder emails to end users can be triggered, followed by escalation emails to managers information is still needed. You can easily access real-time reports to see where you still have gaps and share that information with stakeholders and business leaders.

When all details are completed, you can move ahead with your program.

Streamline Data Attestation for All Your IT Programs

The ReadyWorks self-service portal can be used to streamline data attestation for any IT program including:

Book a demo to find out more.