We believe the best relationships are built on knowledge. This is where we share useful guides, overviews, and resources to help you get more from Halo and from working with us. No fluff, no filler. Just the things that actually help.
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Explore our library of guides, overviews, and technical documents, built to help you make better decisions about your ITSM platform.
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Step-by-step guide to configuring the Halo CMDB correctly from day one. Covers CI class setup, asset type hierarchy, relationship mapping, and the two settings that unlock the entire CMDB structure.
View & Download PDFThe structure behind how Halo routes, assigns, and resolves work automatically. Covers the Service Data Model, Target Operating Model, routing rules, and the configuration principles that make automation stick.
View & Download PDFEverything you need to connect Halo ITSM with your Microsoft 365 environment. Covers Teams, Entra ID, Intune, Outlook, and Azure AD — what each integration does, how to configure it, and what your team gains from day one.
View & Download PDFA practical decision guide for IT project leads. Covers what migrates cleanly, what requires judgment, and what to leave behind — with specific guidance for ServiceNow migrations and the adoption case for starting clean.
View & Download PDFMost organisations run Halo for IT and stop there. This guide shows how to extend the same platform to HR, Facilities, Legal, and Finance — delivering structured, trackable, automated service management across every department with no additional licence costs.
View & Download PDFHalo's built-in reporting gives IT managers real-time dashboards, custom reports, and automated distribution — all without additional licences or third-party tools. This guide walks through what's available out of the box and how to get the right data to the right people.
View & Download PDFMost AI business cases are built on headcount reduction — and that framing almost always fails. This whitepaper explains the quality KPIs that actually matter, why data quality is the real foundation, and how to structure a Halo AI business case that will hold up to scrutiny.
View & Download PDFEverything you need to know about running Halo on your own servers, private cloud, or regional infrastructure. Covers what On-Prem means, who it's right for, how it compares to Halo Cloud, and the technical requirements to get started. All delivered by Allied ESM as your authorised Halo partner.
View & Download PDFA practical, phase-by-phase checklist covering every element of change and adoption for an ITSM go-live. It runs from securing executive sponsorship and mapping stakeholders, through to building your champions network, training users, and embedding the system post-launch. Built on the principle that a successful implementation is 30% technology and 70% people, process, and communication.
View & Download PDFMost ESM vendors force you to choose one licensing model for your entire user base. Halo doesn't. This guide explains how named and concurrent licences work, when to use each, and how the right mix can cut your licensing costs by over 50% compared to a named-only approach. AI is included across all licence types at no extra charge.
View & Download PDFMost consultancies sell dependency. Allied ESM doesn't. This guide explains why self-sufficiency is the right goal for any Halo implementation, and how Halo University (Halo's free online learning platform) gets your team there. Covers the Foundation to Admin certification path, how we embed knowledge transfer into every project, and why Halo's low-code, no-code model means your team can genuinely own the platform.
View & Download PDFA technical overview of the Halo SaaS platform for IT architects and technical evaluators. Covers the four architectural layers (AWS global hosting across 7 regions, Microsoft SQL Server with full ACID compliance, React frontend, and API-first integration supporting 250+ native connectors), plus independently verified performance benchmarks, security certifications (ISO 27001, SOC 2 Type 2, PCI DSS Level 1), and BC/DR specifications.
View & Download PDFA practical pre-deployment guide for IT and infrastructure teams planning a Virima Discovery implementation. Covers Discovery App server requirements, firewall and port rules, credentials by asset type (Windows, Linux, VMware, AWS, Azure, SQL, and more), and cloud prerequisites. Complete this before Allied ESM starts — it's one of the biggest factors in a smooth go-live.
View & Download PDFA technical reference covering Halo's independently verified security posture. Includes full detail on SOC 2 Type 2, ISO 27001:2022, Cyber Essentials Plus, UK GDPR, and the NHS DSPT Standards Exceeded certificate. Covers Vanta-monitored controls, data encryption (AES-256, TLS 1.2+), AWS London hosting architecture, backup schedules (RTO 4h / RPO 1h), and how to request the full security documentation pack.
View & Download PDFA guide for UK defence and government organisations on how Halo ITSM aligns with the Ministry of Defence's Secure by Design framework. Covers the eight SbD principles, how Halo's architecture supports each one, gap analysis against JSP 604 and NCSC guidance, and a practical roadmap for procurement and delivery teams.
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