1. Compile Excel files and upload them to i-doit

The first step is to collect all existing Excel spreadsheets. It doesn't matter whether they are device overviews, software lists, locations, contracts or contact persons. Even incomplete or inconsistent files are no problem. I-doit can easily map different devices as well as data fields. The Excel tables are then uploaded directly to the i-doit web interface.

2. Configure import via the web interface

In i-doit, you can now define how the Excel columns are assigned to the respective CMDB objects. For example, a "Serial number" column can be assigned directly to the device object, "Room" to the location module or "Version" to a software entry. These assignments can be saved as a reusable import profile so that subsequent updates or other Excel sources can be quickly imported again.

3. Start import - ready to be transferred to the CMDB

With one click, i-doit imports all the data, creates the appropriate configuration items and automatically links them together. Devices are assigned to their rooms, software is linked to systems and contracts appear directly with the corresponding assets. The previously scattered Excel files are thus transferred into a clean, structured CMDB.

1. Maintain compliance (KRITIS, ISO27001 and NIS2)

Ensure compliance with laws, standards and directives with a CMDB.
With i-doit, risks according to ISO 27001 can be systematically recorded, evaluated and linked to the affected assets. This creates a transparent basis for the verification of security measures and the implementation of NIS2 requirements. Technical and organizational measures (TOMs) are centrally documented, monitored and maintained in an audit-proof manner.

Advantages:

• Auditable company divisions
• Audit-proof recording in accordance with NIS2 & ISO-27001 & BSI-KritisV
• Strengthening of information security,
• Implementation of PDCA processes
• Faster response in the event of an incident or crisis

3. Connection of third-party systems (API)

Connect systems automatically and exchange data seamlessly between applications.

With the i-doit API, you can seamlessly connect your CMDB to existing applications, services and automations. Whether ticketing, monitoring, discovery, asset management or your own business tools: Data can be exchanged bidirectionally, updated and processed in real time. This creates a central information point that connects different systems with each other and considerably simplifies processes.

Configurations, status values, object data and relationships can be automatically transferred to or from external systems. Changes made in a connected system can be immediately mapped in the CMDB - without manual effort and without duplicate data storage.

The API enables companies to flexibly expand their processes, automate workflows and make information available exactly where it is needed.

Advantages:

• Automatic data exchange between CMDB and third-party systems
• Bidirectional synchronization of assets, status values, relationships and metadata
• No duplicate maintenance thanks to a central, standardized data source
• Flexible integration into existing software landscapes and specially developed tools
• Automation of processes (e.g. creation of new tickets, discovery updates, monitoring alerts)
• Higher data quality, as information is always kept up-to-date and consistent
• Optimal basis for processes, reporting, audits and ITSM workflows

4. Inventory with QR codes

Immediately record and identify assets on site and update them directly in the CMDB.

With the i-doit CMDB, the entire inventory process can be digitized and considerably simplified through the use of QR codes. Each asset, from servers and network components to mobile devices, furniture or tools, is given a unique QR code that links directly to the assets in i-doit. This means that information can be accessed immediately on site and changes can be recorded directly on the asset.

Mobile devices can be used to update hardware, software versions, locations, responsibilities or maintenance information quickly and without errors. The QR code function supports internal processes as well as audits, inventory checks and lifecycle-based documentation.

Advantages:

• Fast, local inventory using a smartphone or tablet
• Reduced error rate thanks to automated allocation
• Centrally maintained data as the basis for audits and ITSM processes
• Transparent documentation of location and status changes
• Ideal for inventories, relocations, technology changes and lifecycle-based processes

5. Management of mobile devices

Centrally control, document and securely manage smartphones, tablets and laptops.

With i-doit, mobile devices such as smartphones, tablets, laptops and accessories can be managed centrally, completely and in an audit-proof manner. All relevant information - from serial numbers and contracts to installed apps and security guidelines - is clearly recorded and linked to users, locations and services. This allows companies to maintain an overview of inventories, responsibilities and lifecycles at all times.

By linking to MDM systems, inventory tools or Active Directory, devices can be automatically synchronized and kept up to date. Guidelines, security requirements and compliance specifications are documented transparently and mapped with the respective assets. Failures, losses and device changes can be efficiently tracked and managed.

Advantages:

• Transparent management of all mobile devices in the company
• Reduced risks thanks to documented security and compliance requirements
• Automatic updating via MDM or AD interfaces
• Faster processes for onboarding, device replacement or loss cases
• Central database as a basis for audits, ITSM and budget planning