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Customer & Field · Proactive Service Experience Workflows

Proactive Service Experience

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Implementation path

● This moduleProactive Service Experience
⋯ Where it can go nextField Service Management

What it is (plain English)

Turning a customer's product telemetry into action before they call. When a connected product reports trouble, ServiceNow can notify the customer, open a case, or dispatch a technician automatically — shifting support from reactive to proactive.

Problems it solves

  • Customers discovering (and reporting) failures before you do.
  • Telemetry from connected products that nobody acts on.
  • Missed chances to prevent an outage or resolve it invisibly.

What must exist first

CSM Case Management — proactive workflows create and route cases, so the case foundation must exist. A telemetry/IoT data feed via Integration Foundation is required.

What the customer needs to provide

  • The telemetry source: what your connected products report and how.
  • Rules for what conditions should trigger which action (notify / case / dispatch).
  • Customer-communication preferences and thresholds to avoid alert fatigue.

Where it can go next

Detected issues flow into Field Service Management (FSM) for on-site resolution and back into CSM Case Management for tracking; patterns can feed reliability and product-quality analysis.