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Service Desk Automation with AI Playbook (Excel XLSX)
Excel (XLSX) + Zip archive file (ZIP)
BENEFITS OF THIS EXCEL DOCUMENT
- 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
- 210 scored assessment questions across 7 domain areas
- 9 operational runbooks and checklists ready for immediate use
ARTIFICIAL INTELLIGENCE EXCEL DESCRIPTION
Service Desk Automation with AI Playbook
Tickets are piling up. Resolution times are getting longer. Your team is firefighting instead of following a structured process. Users are frustrated and leadership wants answers.
Every hour of unplanned IT downtime costs mid-size companies $100,000 or more. Poor service management drives shadow IT, security gaps, and employee dissatisfaction.
Go from chaotic ticket queues to a structured, efficient service operation with every process documented, every SLA tracked, and every escalation path defined.
ITSM consultants charge $200 to $450 per hour. Full ITIL implementation projects run $50,000 to $150,000. This playbook gives you the same structured methodology, tools, and frameworks for a fraction of the cost.
WHAT IS INSIDE: 62 PROFESSIONAL FILES
This is not a course, not a workbook, not a set of slides. This is 62 practitioner-grade tools (6 PDFs + 56 Excel workbooks) organised across 11 folders, built for professionals who need to implement, not just learn.
THREE-PHASE IMPLEMENTATION JOURNEY
Phase 1 – Get your bearings (02_Self_Assessment_and_Diagnostics): Start with the Quick Scan diagnostic PDF for a fast executive-level overview. Then work through the RDMAICS Scoring Dashboard and Maturity Radar to understand exactly where you are across all seven im
Phase 2 – Set concrete goals (03_Requirements_and_Goal_Setting): Use the Project Charter and Scope Statement to lock in what success looks like. The RACI Matrix and Requirements Traceability Matrix ensure every stakeholder knows their role and every requirement is
Phase 3 – Implement, track, and sustain (05_Project_Management_Forms onwards): Work through a comprehensive library of 60+ PM form templates covering all five PMBOK process groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. Every template is pre-co
210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS
Each domain contains 30 scored questions with automated maturity scoring. Run your first assessment in under an hour and know exactly where you stand.
• AI Strategy and Governance
• Ticket Automation Readiness
• Chatbot Effectiveness
• Knowledge Management Automation
• Process Automation and RPA Integration
• Data Management for AI
• Model Deployment and Ops
8 OPERATIONAL RUNBOOKS AND CHECKLISTS
Not theory. Not concepts. Step-by-step operational procedures your team can execute from day one.
• AI Ticket Classification Runbook
• Chatbot Dialogue Handoff Protocol
• Automated Password Reset Workflow Checklist
• AI Knowledge Article Creation Runbook
• Service Desk AI Integration Checklist
• Incident to Post Mortem Lifecycle Checklist
• AI Model Retraining SOP
• Service Desk Agent AI Coach Role Guide
WHO BUYS THIS
• Professionals implementing service desk automation with ai who need structure, not another generic guide
• Consultants who want to deliver a professional-grade engagement without building every tool from scratch
• Team leads and managers who need to demonstrate progress to leadership with real metrics
• Compliance officers and auditors who need documented, defensible processes
WHAT MAKES THIS DIFFERENT
• 62 files, not a single PDF. This is a complete implementation toolkit.
• 210 scored assessment questions across 7 domains. Know exactly where you stand in under an hour.
• 8 operational runbooks. Not theory, step-by-step procedures your team can execute immediately.
• Built by practitioners with 25 years of enterprise experience across 692 frameworks.
• Used by professionals in 160+ countries.
Instant download. Open the first assessment. Score your organisation. Know exactly where to start.
Stop spending months building what already exists. Stop paying consultants $300/hour to create templates you could have today.
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Source: Best Practices in Artificial Intelligence, ITSM Excel: Service Desk Automation with AI Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk
