Straightforward answers to all your questions.

Everything you need to know about Octopus—how it works and how we support and guide you.

Octopus FAQ

What's the difference between a service desk and a helpdesk?

A helpdesk is reactive — it's there to fix technical issues as they come up. A service desk goes further. It structures your entire IT service delivery around ITIL best practices, with the user experience at the centre.

Does the self-service portal work for non-technical users?

Absolutely — that's exactly what it's built for. The portal is designed for every type of user. Forms guide people step by step, fields adapt based on the request type, and routing happens automatically. No technical knowledge required.

Can Octopus ITSM be used as a single point of entry for departments beyond IT?

Absolutely — it's one of our differentiators. The same portal can handle IT requests, HR requests, facilities, and more. Each department keeps its own identity and processes, while your users get one place to go for everything.

How does Octopus help reduce call and email volume?

Through three key levers: an intuitive portal users naturally adopt, a self-service knowledge base for common questions, and automated notifications that eliminate follow-ups. The result: a rapid, significant drop in calls within the first few weeks.

Can I deploy Octopus ITSM without rebuilding everything?

Yes. Preconfigured industry templates give you a strong foundation from day one. You then adapt them to your reality — without starting from scratch. Most deployments go live in just a few weeks.

What is a CMDB and why is it essential to ITSM?

A CMDB (Configuration Management Database) is the backbone of your ITSM solution — a centralized inventory of IT assets and dependencies. Without one, every incident gets resolved blind, and every decision relies on guesswork.

Does the CMDB maintain itself automatically, or do I have to enter data manually?

Active Directory synchronization keeps your inventory up-to-date automatically. New devices are detected, employee departures are recorded, and configuration changes are captured — with no manual data entry required.

Is the Octopus CMDB ITIL compliant?

Yes. Asset and configuration management is one of the core ITIL practices supported by Octopus. The CMDB is designed to integrate naturally with incident, change and problem management.

Can CMDB assets be linked to tickets and incidents?

Yes — it's one of the key benefits. Every ticket can be linked to the asset it affects. Your team gets immediate access to the asset's full history, understands the potential impact, and prioritizes based on real business criticality.

How does the CMDB help control license costs?

The CMDB centralizes all your licenses with their current status. Identify underused licenses, licenses approaching expiration, and gaps between licenses purchased and deployed. Most organizations see significant reductions in license costs within the first few months.

What's the difference between an ITIL tool and an ITIL-aligned ITSM solution?

ITIL is a framework of best practices, not a product certification. An "ITIL-aligned" ITSM solution is simply designed around those practices. Octopus ITSM encompasses this approach whereby your processes follow ITIL standards by design.

Do my teams need to know ITIL to use Octopus?

No, and that's the point. ITIL best practices are built into the configuration, so your teams apply them naturally — no ITIL training required.

Does Octopus ITSM enforce a strict ITIL implementation?

No. ITIL is an adaptive framework, and Octopus ITSM treats it the same way. You adopt ITIL practices progressively, based on your maturity level and operational priorities. ITIL alignment is a guide, not a constraint.

How can Octopus's ITIL-certified consultants help me?

Our ITIL-certified consultants know the framework and the Octopus ITSM solution inside out. They help you structure your ITSM processes, adapt ITIL practices to your reality, and evolve those practices over time.

Can an ITIL-aligned solution help us comply with audit requirements?

Yes. The full traceability built into Octopus ITSM — timestamped activity logs, documented decisions, exportable reports — makes audit preparation significantly easier.

What's the difference between asset management in Octopus CMMS and the CMDB in Octopus ITSM?

Asset management in CMMS covers your physical and operational assets — equipment, buildings, infrastructure, vehicles, biomedical systems. The ITSM CMDB manages your IT assets — hardware, software, licenses, network configurations.

How do we eliminate manual entries that slow down field adoption?

Octopus' built-in nomenclature structures asset records automatically — no duplicates, no inconsistencies. The responsive web portal lets your field technicians update records directly from their device, in real time. Data entry becomes fast and simple — not another admin burden.

How do we preserve the knowledge of our experienced technicians before they leave?

Every intervention documented in Octopus becomes a permanent reference. Procedures, identified root causes, the quirks of each asset — everything is attached to the record. When an experienced technician moves on, their knowledge stays in the system, accessible to the whole team.

Can we manage assets across multiple sites in a single system?

Yes — it's one of the core strengths of Octopus CMMS. All your sites, buildings, and facilities are managed in one centralized system. You compare performance across locations, spot at-risk assets across your entire organization, and make CAPEX decisions grounded in the full picture.

How does asset management help justify replacement decisions?

Total cost of ownership, breakdown history, MTBF and MTTR — all consolidated by asset. You build a case grounded in real data to bring to leadership: repair, replace, or modernize.

How do I get field technicians to give up working on paper?

The Octopus CMMS web portal is designed to be simple — even for technicians uncomfortable with technology. Your technicians use it because it's faster than paper, not because they're told to.

Can contractors use the same CMMS system?

Yes. The Octopus CMMS external technician license gives your contractors direct access to the system. They see their work orders, document their service actions, and update their status. You have the same visibility into their work as you do for your internal teams.

How are preventive maintenance work orders generated automatically?

You define your maintenance schedules by equipment — frequency, service type, required parts. Octopus CMMS generates work orders automatically based on those rules. Your field teams receive planned service actions without anyone having to think about it.

Can I manage emergencies and planned service in the same system?

Yes — it's one of the key benefits. Emergencies and planned maintenance live in the same dashboard, with the same visibility. Prioritization is clear. Your teams always know what to handle first.

How does Octopus CMMS help us break out of constant emergency mode?

By increasing the ratio of preventive to corrective maintenance. Equipment maintained on schedule breaks down less often. Fewer breakdowns, fewer emergencies, less firefighting. Performance data per asset also lets you identify problem equipment and act on it before the next failure.

Does work order data inform equipment replacement decisions?

Directly. Every closed work order feeds the equipment's history with real costs. That data drives your TCO calculation and MTTR/MTBF analysis. When it's time to justify a replacement, you have data to back your decision.

Is Octopus a call center tool?

No. Octopus structures and automates the management of external support requests. It complements your existing tools by centralizing requests and orchestrating their handling.

Do external support requests need to go through multiple systems?

No. All requests are centralized in a single web portal, regardless of the type of request.

Are SLAs automatically managed?

Yes. SLAs are defined, tracked, and managed automatically, with built-in alerts and escalations.

Is Octopus ideal for organizations with multiple departments?

Yes. Requests are automatically routed to the right teams based on their nature.

Can external support performance be measured?

Yes. Dashboards, KPIs, user satisfaction, and automated reports are all included.

Do employees have to log into a separate system for HR requests?

No. The Octopus ESM portal is unified across the entire organization. An employee submits an IT request, an HR request, or a maintenance request in the same place. Each team sees only its own part.

Can HR configure their own processes without IT help?

Yes — it's designed for that. Octopus ESM is no-code. HR creates its own forms, defines its approval workflows, and updates its processes independently. No developer, no IT project.

How does Octopus ESM handle onboarding processes that span multiple departments?

Octopus ESM triggers actions automatically in every department involved — IT for access, HR for the file, operations for the workstation. Each team sees its own part. HR sees the overall progress. The employee arrives with everything they need.

Can we measure employee satisfaction with HR services?

Yes. Octopus ESM can collect feedback when each request is closed. HR sees satisfaction rates, processing times, and the most frequent request types — to continuously improve.

Is HR data secure and compliant with Loi 25?

Yes. Data is hosted in Quebec and SOC 2 Type 2 certified. Role-based access control (RBAC) ensures only authorized people see sensitive information — in line with Loi 25 requirements.

What's the difference between a Help Desk and a Service Desk?

A Service Desk supports employees with their IT needs. A Help Desk covers every internal service across the organization — IT, HR, finance, operations, facilities. Each department becomes a structured service provider, accessible from a single portal.

Can each department configure its own service catalog?

Yes — that's exactly the advantage. Each team configures its own forms, approval workflows, and SLAs — no code, no IT project. Employees see a single portal. Each department sees its own requests.

How do you handle a request that spans multiple departments?

Octopus ESM automates cross-department routing. Employee onboarding, for example, automatically triggers actions across IT, HR, and operations — in parallel or in sequence, based on your rules. Each team sees its part, while the employee uses one portal.

Do employees need to know the organizational structure to submit a request?

No — that's the whole idea of Octopus ESM. The employee describes what they need. Octopus figures out which department should handle it. Zero friction. Zero misrouting.

Can Octopus ESM be deployed progressively?

Yes. Most organizations start with IT, then expand to HR, finance, and operations at their own pace. Every department added increases the value of the system — without a new project.

How is the ESM CMDB different from the ITSM CMDB?

The ITSM CMDB focuses on IT assets — servers, software, configurations. The ESM CMDB covers your whole organization: assets assigned to employees across every department, licenses purchased by each team, and resources shared across multiple functions.

How does the ESM CMDB make new-employee onboarding easier?

The moment a new profile is created in your identity system, Octopus can automatically trigger the assignment of the assets that role needs — system access, equipment, licenses — based on department and position. A standardized, traceable, repeatable process.

Can we see real time costs by department?

Yes — this is one of the most concrete benefits of the ESM CMDB. Every asset and every license is tied to a department, so cost reports by team are available anytime, without pulling numbers together by hand.

How do we manage assets that belong to more than one department?

Every asset is tied to a responsible department but can be visible to others. Shared assets — meeting rooms, common equipment, shared licenses — are managed with the sharing rules you set.

Do we already need to be using Octopus ITSM to deploy the ESM CMDB?

No. The ESM CMDB is part of Octopus ESM and works on its own. If you're also using Octopus ITSM, the two CMDBs connect and share data based on your needs. You can start with either one.

It's not just a chatbot that answers my questions?

No. The difference is fundamental. A chatbot tells you where to click in menus. The Octopus AI Assistant makes the changes itself — it configures, modifies, and deploys directly in your system.

Do I need technical skills to use it?

Not at all. You speak in plain language — just like you would with a colleague. The AI Assistant understands your business vocabulary, internal acronyms, and industry-specific terms.

Do my teams retain control, or does AI make decisions?

The AI Assistant makes suggestions. Your teams stay in control. Changes, assignments, and prioritization are all proposed — they can be accepted, adjusted, or ignored. The Assistant handles the repetitive work, not the decision-making.

Does our data stay in Canada?

Yes — and it's a key advantage for government, municipal, and healthcare organizations. The AI Assistant operates in a fire-and-forget mode: no data is retained after the session. Octopus is hosted in Quebec and compliant with Loi 25.

Is the AI Assistant included in my subscription?

The AI Assistant is an optional module available as an add-on to your Octopus subscription. Contact our team for pricing details.

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