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How To Ensure Workflows Don’t Fail Over User Data

by Mikko Juola | Jul 30, 2025 | Articles, CMDB, Foundation Data, Trial Use Case, Use Cases

In ServiceNow, workflows are only as effective as the data that powers them. User records are probably the most important detail of your Foundation Data since everything you do in ServiceNow is related to Users in one way or another. For example, all tasks refer to Users as Customers, Requesters, Callers, or Assignees. Most, if not all, Configuration Items refer to Users in some way. Therefore, it is crucially important that the User information is correct and up to date.

Now that AI Agents, GenAI, and all kinds of AI are all the hype, it is even more critical that the information is up to date, accurate, and exists in the first place. The importance of data quality is more elevated than ever. This was very evident, for example, at the ServiceNow Knowledge 2025 event in Las Vegas:

Read; Knowledge 2025 Reflections: Data Quality Is No Longer Optional

In this article, I will explore how to improve user data with Data Content Manager. Improving user data not only keeps your workflows running smoothly but also enhances the capabilities of any AI Agents you may utilize in ServiceNow.

For Data Content Manager, this is another simple use case. You can try it in our Free Guided Trial in a non-production environment.

Why Correct User Information Matters

We have visited this topic before, for example, in our article The Importance of Foundation Data with Examples. There, we gave several examples of where and how Foundation Data matters. As said, we believe User records are the most crucial part of Foundation Data.

In addition to the User details, it’s about their relationships with Organizational Structures, Locations, and Managers. These derived details are often used in reporting and workflows, or automatically populating additional information to different requests.

For example, when a user logs in to a Service Portal and requests a new laptop, the make and model might have been made available based on their Department. Then, approval might be required by a direct Manager assigned to the User. For more expensive purchases, the Department Head might need to approve.

If any of these details are missing or incorrect, the simple laptop request will fail, resulting in someone having to process the request manually.

Another obvious example is Incident and Service Request Reporting, where Service Managers would be interested in knowing which Departments, Cost Centers, or Business Units submit the most tickets. This reporting is inaccurate or sometimes not even possible if the User or other basic details are incorrect or unavailable. 

How to Make Sure that Workflows or Approvals Don’t Fail Due to Missing or Invalid User Details?

Although quite comprehensive, the Common Service Data Model (CSDM) doesn’t say much about User records. However, if we look at the out-of-the-box form layouts and keep it simple, we can start with a data model that defines how Users should be related to organizational structures and their managers.

Draw a Blueprint…

An example DCM Blueprint below shows exactly that:

Users Blueprint

This Blueprint will check that every User has:

  • An active manager.
  • A reference to an organizational unit.
  • Some key attributes are in place.

References to organizational units can differ from one ServiceNow instance to another, depending on how organizations have chosen to set them up. Nevertheless, the idea is that Users should have a connection to a Company in some way. They can have a direct reference to a Company or go through a Department or even a Business Unit behind the Department.

Regardless of how it is set up in your instance, you can easily adjust the Blueprint to match.

… Get Immediate Results

Once the Blueprint is ready, you can run an audit against it. The very first audit can give you valuable insight into User data and possible problem areas. For example, from the reports below, you can easily see that many of the active user records are missing a Manager or a reference to an organizational unit.

These reports are a part of the standard dashboards that come with DCM, so you do not need to worry about developing them separately. Instead, draw the Blueprint, and the reports will follow automatically.

Users First Audit

Just glancing at the report, you see concrete issues that can impact your workflows and user experience. Then, drilling into the reports further, you see the exact details of where these issues exist. And once you know where the problems are, they are easy to fix.

You can already do this with our Free Guided Trial in a non-production instance.

Schedule the Audit for Constant Tracking

When you regularly audit your User data against this Blueprint, you can be assured that user-based reporting in different processes is more reliable and workflows don’t fail due to missing or invalid approvers.

Read more about auditing: Video: How to Audit ServiceNow Data Quality

After running the audit on a schedule for some time, the results could be something like this:

User Trends

The above example shows that the User count has increased by 157 new users. It might be due to a company acquisition or onboarding more customers into your platform. All new users had some critical deviations compared to the agreed-upon user data model.

This increase in non-compliant records explains the sudden drop in user data compliance percentage. The responsible persons can immediately fix the issues before they impact any workflows or the user experience when they use a portal or contact the Service Desk.

Deviations found by the audits can be automatically addressed to managers, their managers, a department head, or any relevant party to ensure that changes to the data are made in the correct place.

See how the DCM Data Quality Workspace makes fixing data simple: DCM Data Quality Workspace

Give it a Try for Free

You can try this for Free. We offer a Free Guided Trial of Data Content Manager that you can run in any non-production ServiceNow instance. So as long as your non-prod instance has real data, you will get real results.

We will help you set everything up, including creating the Blueprint so that you can see the results from your instance with minimal effort.

There is no cost or commitment apart from the few hours you would spend with us. As for the results, they are yours to keep.  You can use the results as you see fit, so you will get value from this exercise regardless of whether you ever purchase a paid license.

Click below to book a 1-hour demo session with us to get started!

Book a demo with us to get started!

With CSDM providing a prescriptive data model and DCM providing a view of our data in a consumable manner, we are able to drive the necessary changes across the bank in a non-obtrusive way, which is seen to add value to our business, not be viewed as an operational overhead.

Craig Alexander
SVP, Danske Bank

DCM has delivered incredible value to our business by drastically accelerating application rationalization. What would have taken years to complete was achieved in just months. Its intuitive, well-designed GUI makes navigation seamless for both users and administrators. Most importantly, DCM has significantly matured our CMDB, bringing clarity and structure. We highly recommend both the product and the outstanding team at Qualdatrix.

Banner Health

My complex Blueprint was up and running in 10 minutes, and I got audit results immediately. It would have taken months to complete without DCM.

Enterprise Architect
Global Healthcare Company

DCM has been central in federating our dependency mapping to technical teams, and that momentum is building. It’s been a successful first year, and we’re extending use with additional blueprints.

Product Manager - Service Catalog
U.K. Public Sector

DCM provides transparency and a holistic view of the state of our CMDB. It helps us find and fix deviations as they happen. It's vital that with DCM, we can see the big picture as well as drill down into the details at any time. We don't have to think about how to get this data together and how to update it. Once the Blueprint is set up and the audits run, it's all there in the dashboards.

Mika Lindström
ICT Configuration Manager, Metsäliitto Cooperative

Data Content Manager is an excellent tool to measure and control data quality in your ServiceNow instance. It offers much more sophisticated data model definitions than you can get with native CMDB data quality metrics which we were using previously, and this was our main reason for the purchase. It also comes with its own audit and remediation features which make data maintenance easier. Highly recommended!

Lotta Jouhtimäki
Product Owner, ServiceNow, Posti Group

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