IT operations workflow
Coordinate incidents and changes with clear ownership, schedules, and automations.
A practical workflow guide, illustrated with real Scrumbuiss screenshots. For real customer quotes, visit Customers .
Who it’s for
Teams that want a clear workflow, less manual coordination, and better visibility.
- IT teams managing incidents and changes
- Ops teams coordinating across multiple stakeholders
- Organizations that need clearer schedules and faster follow-ups
Highlights
- Incident triage and resolution tracking
- Changes calendar and scheduling
- Automation triggers and alerts
- Risk awareness for critical work
Common challenges
- Incidents that bounce between teams
- Changes that aren’t scheduled and communicated well
- Manual follow-ups and repetitive coordination work
- Limited visibility into operational risk
How it works
A practical workflow structure you can replicate in your own workspace.
Triage incidents
Capture key details, assign owners, and keep a single source of truth for updates.
Schedule changes
Plan change windows in a calendar view and coordinate across stakeholders.
Automate follow-ups
Trigger automations when thresholds are crossed, and keep teams informed.
Related products
Products teams typically use to implement this workflow.
ITSM
ProductCoordinate incidents, changes, and operational work with clear ownership and scheduling.
- Incident triage and resolution tracking
- Changes calendar and scheduling
- Automations for reminders and escalations
AI assistant
ProductAsk questions, summarize context, and speed up repetitive work with Scrumbi.
- Ask questions across tasks and context
- Summaries and faster decision-making
- Suggested actions with guardrails
Related templates
Templates you can copy and adapt for this workflow.
Incident postmortem template
TemplateRun blameless postmortems that capture timeline, impact, root cause, and follow-ups to prevent repeats.
- Incident timeline and impact summary
- Root cause and contributing factors
- Action items with owners and due dates
Risk register template
TemplateTrack delivery risks, owners, and mitigations so teams can act early instead of reacting late.
- Risk scoring and priority
- Owners and mitigation plans
- Trends and early signals
Potential impact (examples)
The examples below are illustrative and depend on your team, process, and workload.
Faster coordination
Centralize incident details, ownership, and updates to reduce back-and-forth communication.
Example: Save 15–30 minutes per incident by avoiding duplicate updates across tools and channels.
More predictable changes
Plan change windows and dependencies in a calendar view to reduce last-minute conflicts.
Example: Save 30–60 minutes per change by streamlining scheduling and approvals.
Less manual follow-up
Use automations to trigger reminders, escalations, and notifications when thresholds are crossed.
Example: Save 1–2 hours per week for an on-call lead by automating repetitive coordination tasks.
ROI example
A simple way to think about profitability is saved time value (or recovered billable time) minus software cost.
Illustrative calculation (USD)
- Team size: 8
- Hours saved per person per week: 0.3
- Blended hourly rate: $70/hour
Estimated saved time: 2.4 hours/week
Estimated value: $168/week (~$727/month)
Illustrative example only. This is not a guarantee or customer result. Subtract your software costs to estimate net ROI.
Setup checklist
A practical checklist to implement this workflow inside Scrumbuiss.
- ✓ Create an IT operations workspace and define incident/change categories.
- ✓ Add custom fields for severity, impact, owners, and SLAs.
- ✓ Set up a change calendar with clear windows and responsibilities.
- ✓ Create intake forms for requests and standardized incident templates.
- ✓ Configure automations for escalation, reminders, and post-incident follow-ups.
- ✓ Connect Slack for alerts and update summaries.
- ✓ Create dashboards for open incidents, upcoming changes, and risk indicators.
FAQ
Can we schedule changes on a calendar? +
Yes—use the calendar view to plan change windows and keep the team aligned on upcoming work.
How do automations help IT operations? +
Automations can reduce manual coordination by sending reminders, escalating overdue work, and notifying stakeholders when thresholds are crossed.
Is this a full ITSM suite? +
Scrumbuiss supports common IT workflows like incidents and changes and can be adapted to your process. If you have specific ITSM requirements, we can review them together.
Can we connect alerts to Slack channels? +
Yes—use the Slack integration to deliver incident and change notifications where your team already communicates.
Related features
Explore the building blocks used in this workflow.