Lifecycle Copilot

Technology lifecycle management

Know what loses vendor support, and when.

Lifecycle Copilot takes your CMDB export and last period's lifecycle sheet, and gives back a finished report. Every asset gets its EOL and EOS dates and a Manage, Renew or Retire call, with the reason written next to it.

● Pilot with one ITAM team · first tower: EUC Windows

Example data
AssetOSOS EOSDecisionBasis
WKS-04417 Windows 11 23H2 Enterprise 10-Nov-202617 days Renew Microsoft servicing date for 23H2, Enterprise edition. Matched on serial.
WKS-11902 Windows 11 23H2 Pro 11-Nov-2025past EOS Retire Pro edition ended a year before Enterprise. OS changed since last period, so the date was recomputed.
MAC-2208 macOS 15 Sequoia 30-Sep-2027341 days Manage Carried forward from prior sheet. Hostname unchanged, same serial.
WKS-07731 Windows 11 24H2 Enterprise —needs review Review Duplicate serial with conflicting values. Both rows kept and sent to review.
Sample rows, not real assets. Dates as of 24-Oct-2026.

The problem

The CMDB knows what you own. It doesn't know when any of it stops being supported.

The lifecycle dates live on Microsoft, Apple and Cisco support pages, per version and per edition. So the report gets built by hand, one tower at a time.

Export from ServiceNow→ Match against last sheet→ Look up vendor pages→ Type in dates→ Decide each row→ Email the workbook
~2 days

to refresh one tower by hand. It's out of date the week after it ships.

3 of 9

towers have never been done, because there was never time.

1 person

can run the whole process. When they're out, there's no report.

How it works

Six steps, the same way every time.

This is the method that already works by hand, turned into software. Matching stays deterministic. AI only helps where the answer is written in prose on a vendor page.

  1. 1

    Ingest and check

    Read the export, map the columns, and reject anything that looks like a copy of last period's file.

    Rules
  2. 2

    Match

    Serial first. Hostname only when it's unique in both files and the serials don't conflict.

    Rules
  3. 3

    Carry forward

    Matched assets keep their dates and decisions. If the OS changed, the OS dates are recomputed.

    Rules
  4. 4

    Fill the gaps

    Policy table, then same-model peers, then vendor rules, then cited research on vendor pages.

    AI with citations
  5. 5

    Decide

    Manage, Renew or Retire, with the rationale written out. A human override always sticks.

    AI suggests, you approve
  6. 6

    Export

    A six-sheet workbook that looks like the one your team already uses, with real Excel dates.

    Rules

Rules it won't break

A wrong match quietly corrupts history. These rules stop that.

I1

No fuzzy matching

Same hostname with a different serial means the hardware was replaced. That's not a match.

I2

Fill blanks only

It never overwrites a value from the source or from a person.

I3

Every value has a basis

Each derived date says where it came from, in the Remarks column.

I4

Keep every row

Duplicates included. It's a reconciliation, not a cleanup.

I5

Show the exceptions

Dropped assets and data quality issues ship as their own tabs.

I6

Don't trust inbound columns

A real export once had a column copied row for row from the old file. Now that gets checked.

What you get

One workbook, six sheets.

Report

Every source row, in your existing column layout.

Summary

Totals: matched, new, dropped, blanks, duplicates.

Matching Logic

The rules used in this run, and any caveats.

Match Detail

For each asset: how it matched and what changed.

Dropped

Assets from last period that are gone now, with the reason.

Data Quality

Duplicate serials, reused hostnames, conflicts and anything odd.

Scope

Version 1 does one tower properly.

In v1

  • EUC Windows tower
  • Upload the current export and the prior sheet
  • Deterministic matching, fully tested
  • Policy lookup, peer inference and vendor rules
  • Cited research for versions it can't resolve
  • Decisions with rationale, plus review and audit history
  • Six-sheet export

Not yet

  • Live ServiceNow API
  • Writing back to the CMDB
  • More than one tower
  • SSO and multiple tenants
  • Dashboards and ticketing
  • Acting on a Retire without a person
v1.0

One tower, upload to workbook. Must match the known-good refresh.

v1.1

Confidence shown, clickable citations, override screen.

v1.2

All towers through a config registry.

v2.0

Scheduled ServiceNow pull and a vendor EOL feed.

How we'll know

Tested against a refresh we already finished by hand.

The September 2026 EUC Windows refresh is the frozen test set. The right answer is already known, so the tool either gets the same result or it doesn't.

MeasureTodayv1 target
Hours to refresh one tower~16 hunder 1 h
Match reproduction on the test setby hand100%
Vendor dates without a citationuntracked0
People who can run a refresh13 or more
Towers never done3 of 90 by v1.2

For agents

Machine-readable spec

If you're an agent building or reviewing Lifecycle Copilot, start here. The same data sits in the page as application/json under the id product-spec, and as schema.org JSON-LD in the head.

product-spec.json