Face your project with confidence.

Starting a new implementation?
Introducing new features?
Migrating to a different software solution?

Knowing what you're up against is crucial. Configo Insight will provide trustworthy information about your system that will give you confidence in your decisions and enable the success of the project.

What will you get?


A complete, up-to-date, searchable snapshot of your configuration

Each snapshot embodies the whole Click configuration as it was at the time it was captured. It includes the scheme, all settings, dictionaries and other static data.

The result is saved as one file per item for easier exploration, comparison and revision control.

Fault List

A list of detected configuration-related faults

Configuration-based faults, such as unsuitable identities, missing indexes and unresolved references, are identified and catalogued. This by itself can pinpoint the causes of some functional problems experienced by your users.

The analysis is saved as one file per fault, designed to facilitate revision control, enabling you to see which faults you have fixed and, perhaps more importantly, which new ones you have introduced.


While configuration snapshots give you access to every little detail of the configuration, it is also essential to have an understanding from various high-level functional points of view. Configuration reports provide that.

The reports are based wholly on the data in the snapshot. We welcome suggestions for additional reports that you would find useful.

Download example artifacts to explore.
Find out which configuration reports are available.
Or start benefiting and try Configo Insight for free!



Tackle your project knowing what the system actually looks like.


Save time and cost, get greater accuracy, decrease risk of mistakes.


Monitor progress throughout the project and make decisions based on real data.


With Configo Insight, you no longer need a feature freeze in long-running projects or during migration.

compared to alternatives

How do I know what the system looks like?

Manual Process – 1 week

  • Painstakingly clicking through hundreds of windows in Structure Tool and Admin Tool.
  • Manually making notes about the way things are configured. Time is wasted, people are demoralised, mistakes are made.
  • The whole process can take a week, and the resulting configuration documentation is neither complete nor searchable nor trustworthy.

Configo Insight – 1 hour

  • Follow a straightforward four-step process and get the whole configuration documentation in less than an hour.
  • The information is complete, reliable and searchable.

How is optimisation configured?

Manual Process – Several hours

  • Document relevant agents in Agents Manager.
  • Find out which BGOs are used by each agent.
  • For each BGO, note which decomposition is in use and document each optimization step.
  • For each decomposition, document its configuration and the territories it covers.

Configo Insight – 1 minute

Open “Active Schedule Agents” report.

What side effects will changing this group have?

Manual Process – Impractical

It is just about impossible to reliably answer this question, as you would have to manually verify every single place where the group could be used. These places aren’t documented, nor could they be because of the possible customisations.

Configo Insight – 1 minute

Find the group in the “References Report” and check its dependents (i.e. items that refer to the group).

What changes have you made during the past month?

Manual Process – ONGOING

Instruct everyone working on the project to make notes about the things they changed and collate the information, hoping that nothing is forgotten and no mistakes are made.

Configo Insight – 5 minutes

Using any diff tool or revision control system, compare the artifacts from the start and the end of the month.

See how this applies to your own configuration and try Configo Insight for free!

Use Patterns

FeatureOne snapshotTwo snapshotsMultiple snapshotsSubscription
At the start of the project...
Base your project planning decisions on full configuration dataSupportedSupportedSupportedSupported
Be aware of faults with your configurationSupportedSupportedSupportedSupported
Understand the configuration from many different points of viewSupportedSupportedSupportedSupported
At the end of the project...
Verify that you made all the changes that were requiredSupportedSupportedSupported
Verify that you made only the changes that were requiredSupportedSupportedSupported
Verify that you didn't introduce any new faultsSupportedSupportedSupported
Have access to full final configuration data for future referenceSupportedSupportedSupported
Have access to high-level functional documentation from many different points of viewSupportedSupportedSupported
On a regular basis during the project...
Base your project decisions on up-to-date configuration dataSupportedSupported
See which configuration faults have been resolved and whether any have been addedSupportedSupported
Follow the high-level functional impact of changes that are being madeSupportedSupported
Automate the creation of configuration snapshots on scheduleSupported
Integrate the collected configuration snapshots with your revision control systemSupported
Across your environments...
Be aware of the differences between your environments at the start of the projectSupportedSupported
Keep your environments in sync over timeSupportedSupported
Get notified if changes are made in your production environmentSupported

Coming Soon

Subscribers will be able to integrate Configo Insight with revision control and DevOps solutions in the cloud, such as GitHub, GitLab or BitBucket. Instead of downloading artifacts as a ZIP file, all relevant files will automatically be added to the revision control system, making it easy to see what changed at any point in time, set alerts if certain kinds of changes happen, and use other types of automation offered by those platforms.

Subscribers will be able to automate the provision of everything that is needed for Configo Insight to create up-to-date snapshots on schedule, whether the Click environment in question is on premise or in the cloud (Field Service Edge).

We believe the information provided by Click Insight is so useful that we decided not to delay its release by waiting for the fully functional user interface to be ready. That’s why initially Click Insight will make its artifacts available for download as a ZIP file. However, we are already working on a fully functional interactive user interface and are planning to make it available as soon as possible.

Configo Insight currently produces static reports, mostly HTML files, that contain all the relevant information. When these files are opened in a web browser, they can be searched and navigated. However, in the near future we are going to expose the same information in a more convenient way, using reports that can be interactively sorted and filtered.

Configo Insight comes with a number of pre-defined reports that covers most common needs of Click users. We will continuously be expanding the number of reports and improving the presentation of the information within them and their use, and we are always open to suggestions about additional reports from our users. We will also expose the capability for our users to create their own custom reports.

At the moment, Configo Insight only supports ClickSoftware Service Optimization and Field Service Edge. However, we will soon be adding support for additional software systems, starting with Salesforce. We are always open to suggestions about the other systems that our users would like to see prioritised.

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