cloudthinker-ai Software Installation Request Workflow
Software request: {{ software_name }} for {{ requester_name }} Device: {{ device_name }} Justification: {{ business_justification }}
Step 1 — Request Validation
- Verify {{ requester_name }} is an active employee
- Check if {{ software_name }} is on the approved software list
- If not approved: escalate for security review before proceeding
- Verify {{ device_name }} meets minimum system requirements
Approved Software Check
STATUS CHECK
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Software: {{ software_name }}
Status: [ ] Approved / [ ] Requires Review / [ ] Blocked
If APPROVED: proceed to license check
If REQUIRES REVIEW: submit to security team for evaluation
If BLOCKED: deny request with explanation and suggest alternative
Step 2 — Approval
- Manager approval for {{ requester_name }}
- Budget approval if purchase required (check cost center)
- Security team approval (if not on pre-approved list)
- All approvals documented in ITSM ticket
Step 3 — License Check
- Check existing license inventory for {{ software_name }}
- Available license seat?
- Yes: Assign license to {{ requester_name }}
- No: Initiate procurement
- License type verification:
- Per-user, per-device, or concurrent?
- Is current license type appropriate?
- Check license expiration date
- Verify license compliance (not over-allocated)
Procurement (if needed)
- Submit purchase request with cost and justification
- Obtain purchase approval from budget owner
- Process procurement through vendor or reseller
- Receive license keys / subscription activation
- Record new licenses in asset management system
Step 4 — Deployment
Pre-Installation
- Verify {{ device_name }} has sufficient disk space
- Check for conflicting software that needs removal
- Back up user data if significant system changes needed
- Verify OS version compatibility
Installation
- Deploy via software distribution tool (SCCM, Intune, Jamf) if available
- Or install manually:
- Download installer from approved source (vendor portal or internal repo)
- Run installation with admin privileges
- Apply license key or sign in with licensed account
- Configure application settings per company standards
- Install any required plugins or add-ons
Post-Installation
- Verify {{ software_name }} launches correctly
- Verify license is activated and shows correct license type
- Run basic functionality test
- Notify {{ requester_name }} of installation completion
Step 5 — Documentation
- Update asset management with software assignment
- Record license allocation (user, device, license key/seat)
- Update ITSM ticket with installation details
- Provide {{ requester_name }} with getting-started documentation if available
- Close ticket
Counter-Rationalizations
| Shortcut | Counter | Why |
|---|---|---|
| "We can skip some steps for this case" | Adapt the workflow steps, don't skip them | Skipped steps are where incidents and oversights originate |
| "The user seems to already know what to do" | Complete all workflow phases with the user | The workflow catches blind spots that experience alone misses |
| "This is a minor case, full process is overkill" | Scale the process down, don't turn it off | Minor cases become major when unstructured; the process scales, not disappears |
| "I'll fill in the details later" | Complete each section before moving on | Deferred details are forgotten; real-time capture is more accurate |
| "The template output isn't necessary" | Always produce the structured output format | Structured output enables comparison, audit trails, and handoff to other teams |
Output Format
Generate an installation report with:
- Request summary (software, requester, justification)
- License status (existing/procured, type, expiration)
- Installation details (method, device, configuration)
- Completion confirmation