Branding your Remedyforce ITSM (Service Management)

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Sr. Manager - Service Support SaaSDelivery & Success

July 2015Crystal Miceli

Branding Your Service DeskRemedyforce Cloud Service Management

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01Overview and Best Practices

Self-Service – The “Face” of Your IT Service Management

Key Identifying Characteristics

• Color Scheme• Logo• Website Address

Why is branding important?

Ron Draper

Email Issue

My email isn’t working, so I’m logging this ticket. But this system doesn’t look like our others – so is anyone watching?

Name

Subject

Details

SUBMIT

What is typically “branded” in service desk?

LoginPage

Self Service

URL

What in the world is a Pantone color?

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02Branding Remedyforce Cloud Service Management

What’s your theme?

www.yolandayogurt.comF076AD

F5AEBC

www.sleepwiththefishes.comF5C024

1FC1F2

Important Note About Themes

Themes that you assign to an account are displayed only after users log on to Self Service. The default

theme is assigned to the Self Service login page for all users. If you do not assign a theme to an account, or the users do not belong to an account, the default

theme is also displayed to the users after they log on to Self Service.

Let’s get started!

Do you know your color palette? Hex code (#000000)

You can convert using a website like www.color-hex.com

Do you have your logo file? Acceptable file types – must be 1MB or smaller

png jpeg Gif

Dimension suggestions on the image legend

Creating a Custom Theme

Creating a Custom Theme

Creating a Custom Theme

Configuring Theme Colors

Configuring Theme Colors

Configuring Theme Colors

Configuring Theme Colors

New Theme

Remedyforce Default

Configuring Theme Images

The following images that appear in Self-Service can be changed:Login Page

– Application Title (upper-left section)– Company Logo (upper right section)– Brand Background (middle section, next to login credentials)

Banner– Application Title (upper left section when on the Self-Service home

page)

Configuring Theme Images

Configuring Theme Images

Configuring Theme Images

Updating the URL

URL & Tip Text

Associating Theme with Account

What did we learn about branding your IT service desk?

Branding your Service Desk can encourage self-service adoption – and improve the perception of the service

You don’t have to be a Marketing guru to make Remedyforce IT service management look consistent with your customer brand expectations

How To: Configure your Color scheme Update the Self-Service Logos Modify the Remedyforce URL

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