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  • Use Cases
    • Finance Services
    • Managed Service Provider
    • Creative Agency
    • Contact Center
    • Healthcare
    • By Business Challenge
  • Playbooks
    • Engagement Margin Protection: Keep Fixed-Fee Work Healthy All the Way to Close
    • Grant Reporting Readiness: Avoid Compliance Slips and Protect Funding
    • Backlog Spike Containment: Restore Flow Before SLAs Break
    • Vendor Underperformance Response: Protect Your SLA Chain
    • Scope Creep & Revision Loops: Protect Creative Margins
    • Fixed-Fee Margin Erosion: Stop the Silent Drift
    • Program Efficiency Tracking: Prove Impact Without Starving Operations
    • Process Bottleneck Mapping: Find the Drag and Free the Flow
    • Profitability Leak: Stop Scope-Driven Cost Creep Before It Hits the P&L
    • Partner Overutilization: Put Expert Time Where It Creates Leverage
    • Device/User Growth Without Rate Update: Stop Supporting More for the Same Price
    • Customer Sentiment Drop: Recover Trust Before Churn Starts
    • Approval Bottlenecks: Unblock Decisions and Hit Deadlines
    • Creative Resource Imbalance: Use the Right Level for the Right Work
    • Ticket Mix & Category Drift: Rebalance Work Before Cost and SLAs Suffer
    • MSP Agreement Renewal Risk: Stabilize Outcomes and Protect the Logo
    • Service Delivery Death Spiral: How to Spot It Early and Stop It Cold
    • Shift-Left Acceleration: Resolve More at L1 Without Breaking Quality
    • Seasonal Surge Planning: Hit Peak Demand Without Burnout
    • Volunteer Capacity Shortfall: Protect Critical Programs When People Power Drops
    • Capacity Planning Guardrails: Prevent Overload Without Leaving Money on the Table
    • Turnaround Time Lag: Restore Speed Without Sacrificing Quality
    • Renewal Risk Early Warning: Save the Account Before It’s Lost
    • Reactive Incident Spike: Cut Firefighting by Fixing the Feed
    • Knowledge Base Deflection Boost: Reduce Tickets Without Reducing Service
    • Service Credit Explosion: Stop the Bleed and Rebuild Trust
    • FCR Improvement Workflow: Solve More on First Contact
    • Realization % Guardrail: Keep Fixed-Fee Work Profitable
    • Donor Retention Risk: Stop Attrition and Grow Lifetime Value
  • Getting Started
    • What is Strategic Service Management?
    • Welcome to DigitalCore β€” Your Strategic Command Center for IT Services
  • Core Concepts
    • DigitalCore User Roles & Permissions
    • How DigitalCore Structures Strategic Service Management
  • Setup & Configuration
    • Initial Setup Prerequisites
    • Setup & Configuration Overview
    • How to Enter Data
  • Modules & Features
    • Portfolio Cockpit β€” Your Operational Control Center
    • Organisation Breakdown Structure
    • User Management
    • 3rd Parties / Vendors
    • Organisation Locations
    • Organisation Roles
    • Organisation Skills
    • Cost Centers
    • Finance Calendars
    • Profit & Loss Terminology and Calculation Logic
    • Governance Cases
  • User Guides & Tutorials
    • Overview: Getting the Most Out of DigitalCore
    • How to invite Users
    • Frequently Asked Questions & Common Fixes
  • Business Processes
    • Service Performance
    • Organisation Strategical Planning
    • Objectives & Key Results (OKR)
    • Capacity planning
  • Account
    • Subscription Tier options
    • How to manage my account
  • Security
    • Servers & Data protection
    • Authentication options
  1. Overview
  2. Setup & Configuration

Setup & Configuration

  • Initial Setup Prerequisites

    Before you start gaining insights and strategic value from DigitalCore, there are a few key steps to prepare your environment. This guide will help you get the core data model in place and ensure you're set up for success. πŸ—οΈ What Needs to Be Set Up Fi ...

  • Setup & Configuration Overview

    Before you start analyzing KPIs and planning strategies in DigitalCore, you’ll need to configure your organization’s structure and define key service elements. This guide walks you through what can be configured, who can configure it, and wher ...

  • How to Enter Data

    πŸ“‚ How to Enter Data You can bring in your data using two methods: Manual Entry via the DigitalCore interface (recommended for small volumes or pilots) Bulk CSV Uploads for historical data or large data sets Supported areas: Profit &a ...

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