Business Law Units

[Luciana]

Completelyagree on this, initial understanding of BU was they were mini HubSpots. Not the case at all and only really works for branding kits. Multiple app association needed, having Zoom as only one makes no sense especially with how not many still use Zoom and moved to Teams, Slack etc.

Yes, i am facing the the exact challenge of not being able to connect microsoft teams to HubSpot. This would affect our business. Kindly do take neccessary measures to bring integration possible for both business units.

My two business units are totally separate businesses and therefore need to integrate with the same tools but with different accounts set up with that 3rd party tool. Some of the third party tools let you initiate the integration from their tool, which is great. But not all of them work that way.

Have you encountered any difficulties with Google Search Console as well? I've been receiving error emails regarding our Landing pages created on Hubspot, which I'm investigating. I suspect it might be linked to the same problem.

This is a must for enterprise clients. Some businesses have overlapping tech stacks and must connect each integration to each business unit. This will help remove a lot of friction, allow for better data transfer, and help teams succeed in HubSpot.

Agree specifically with JGood above given our use case. The concept of Business Units in general is a great one but a lot of features are missing, pariciular given the price point. Specific to this idea looking for Zapier instances by Business Unit. For example when creating contacts we may want to set contacts as marketing contacts in one business unit and not the other.

Agreed, I definitely need G2 as soon as possible! I need to be able to integrate different G2 profiles with their own Business Unit. This is creating a manual process for us, as we have to enter leads from our non-connected G2 accounts.

It's disappointing that this crucial functionality remains elusive even after two years. Given the substantial investment that many of us have made in HubSpot, the inability to connect apps with multiple business units is a significant drawback.

Hi there,

After recently setting up a new Business Unit we have found you cannot move emails between units once you have cloned them from another unit. It would be great if we could have the functionality to be able to move emails to the correct unit once these were created rather than having to create these from scratch.

Yes, this is a big need. As we begin the transition to business units, the idea of recreating emails and updating workflows so the email has the correct business unit is daunting. We need to be able to use the same emails and simply change the business unit they are associated with.

I agree, this is a needed feature. Since we just had business units implemented in my client's portal, it would be extremely handy to be able to move existing and previously sent emails into these units so we can clone them and easily reuse templates if necessary.

I also agree with this. I think if an email has already been sent you should be able to change the business unit also. We have a few instances where emails are sent from the wrong business unit and then it skews the reporting.

Stumbled into this issue and found a really good workaround I thought I'd share if anyone has this issue. @Hollyce @MHarling @LMcGovern @KLaing This method should work if the business unit is within the same portal and you need to move an already created email or draft. You would need to edit the email and go to Actions, then Save the email as template and name the template. You'll exit out and go back to the emails and select the drop-down for the Business Unit you want to create the new email in, select the template from either the Custom or Drag and Drop category and it'll open up to Edit from there. Hope this helps!

I so agree! This is very time consumming having to rebuild emails if you either by mistake build them in wrong business unit or as we have, have done a huge migration from one standar alone account to a new enterprise solution. It would really help to be able to Move the emails around business units as you do with adding them to folders.

Anyone know who to contact to add additional business units to the selection screen on report headers?

I am assisting another property and am trying to assign the expenses to the property that I am assisting, rather than the one that I am normally assigned. The business unit selection only has my home property available as a selection.

If you need to add additional business units to the selection screen on report headers, the best person to contact would likely be the IT department or the person responsible for managing the financial reporting system. They would be able to make the necessary changes to the system to include the additional business units.

This would be part of the configuration and your administrator can add them in list management to get that option. If the field is not modifiable, they would need to create a support case to have that field change on the header form.

At my company, we're trying to get our Business Units and Departments set up correctly. However, our business is one of the largest in America and our organizational structure is completely insane. Each department goes several layers deep. Here's an example:

I suppose my question to you all is - what's the point of Departments? Why not just use Business Units exclusively? You can attach a Parent to a Business Unit and you can also type in what level of the hierarchy the Business Unit falls under. It appears to fulfill all the necessary requirements for structuring a Company record. I know that Departments show up on User records but...why? Why shouldn't I just replace Department with Business Unit on the User record? I'm not seeing the benefit of putting all the Officer, Vice President, and Director levels as Business Units and then creating Departments for the Manager level (which is how I assume ServiceNow designed this to work).

Any insight you can all share would be very helpful! I'm guessing Department may be used for a paid plugin or something, but I don't know for sure. Or maybe I'm just totally misunderstanding how Business Units and Departments are supposed to work.

The concept of "Business Units" within ServiceNow can be closely tied to "maturity" of the organization involved. So departments, for the most part, are the basic way a lot of customers are have their organization structured around. As an organization matures and/or grows and/or they're trying to work their way through the Common Service Data Model (CSDM), they may start to account for business units. In your case, maybe due to the size of your company, business units are common to you. To others, especially smaller companies, they are non-exist if their structure is immature.

Now that all that has been said, it depends on how you all are trying to organize things, but from my understanding, business units actually sit above divisions, and then departments listed after that. Business Units themselves, help build the separation, and then the divisions and departments derive from that. You could have many business units within the company structure, but then the divisions and departments related to those business units could be a subset and branch in various ways.

And so while the above doesn't necessarily answer all your questions, I hope it help provide some useful information towards a possible structure or at the very least, help explain how Business Units and Departments can be different.

I originally thought that Business Units were the top-level Officer departments (the big ones like Finance, Human Resources, etc.) whereas Departments were everything under them, but then I saw that Business Units could have parent/child relationships with other BU's and be arranged in a hierarchy. Doesn't really make sense for them to only represent big departments when they can have parent/child relationships.

I then looked at Departments and saw pretty much the same thing - more parent/child relationships. So where do you draw the line between a Business Unit and a Department? Does there even need to be a line?

Honestly, with the "Hierarchy Level" field on Business Units making tracking and reporting on the business structure easier (a field that Department doesn't have), I'm at a loss as to what Department is actually useful for. All I could find in the CSDM and the SN KB is that Departments are "a further stratification of your Business Units", but wouldn't child BU records under their parents be a further stratification of the Business Unit? Again, what the heck is the point of Departments? lol

A business unit is a separate division within a company that often develops and implements its own processes independently from the core business or brand while still adhering to the overall company policies. Business units are parts of your organization that are in charge of certain operations, such as Finance, HR, IT, and so on. Business units typically comprise departments and are associated with a company.

A business unit is a separate division within a company that often develops and implements its own processes independently from the core business or brand while still adhering to the overall company policies. Typically, large brands adopt this kind of structure to better organize and track metrics like revenue or costs for each division. Having a structured business unit allows each unit to manage its own profits and costs, which can help companies monitor and reduce their overall costs associated with various department functions.

Departments -Divisions are broken down into one or more Departments. This is more typically represents an Organizational Unit object in SAP and is often the lowest denominator of the organization structure. we refer to the term 'department' as it's used to refer to separate divisions of an organization. Departments within a company can be organized around a number of different parameters - such as: Their specific function. Products. Customers.

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