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Enhance demands

Enhance demands

The demand manager typically works with a business relationship manager to identify stakeholders and elicit requirements, risks, and other important information.

The Demand Management application streamlines the stakeholder identification process by auto-populating the list of stakeholders based on the portfolio the user selects when filling out the demand form in the service catalog or in the Demand Management application. The Demand Management application also allows you to use assessments to automate some of the information gathering process.

Adding Stakeholders

When a demand is submitted, the demand stakeholder list is populated automatically from associated portfolio. You can also add stakeholders. To add a person to the stakeholder list, scroll to the Stakeholders related list on the Demand form, click New to create a record, and fill in the form.

When adding a new stakeholder from the demand form, the Portfolio field displays the portfolio that was selected on the Demand form.

A demand can have multiple stakeholders and a stakeholder can be associated with multiple demands.

Figure 1. Stakeholder Register form

The newly added stakeholder is automatically associated with the current demand and any other demands going forward that use the same portfolio.

Adding Requirements

Demand managers can create as many requirements as needed, but requirements are not mandatory. Typically, the stakeholders associated with a demand request should have input into what the requirements are for a demand request to be completed.

Demand managers can use the Requirement form to describe the requirement and assign an owner who is responsible for making sure the requirement is met. If a requirement is especially complex, demand managers can associate planned tasks, such as project tasks, with the requirement, and assign and track those tasks until they are complete.

To add a requirement to a demand, open a Demand form and click New on the Requirements related list (see table for field descriptions).

Figure 2. Requirement form
Requirement form
Table 1. Requirement form
FieldDescription
NumberUnique identification number for the requirement. This number is automatically generated when a new requirement record is created.
SourceUser requesting the requirement. This field is automatically populated with the name of the person filling out the form, but the source could be a different person who identified the requirement.
OwnerUser or group who is responsible for managing the requirement or making sure the requirement is met.
Estimated effortApproximate amount of time to complete the requirement and any associated tasks.
PriorityImportance of the requirement as it applies to the overall demand.
StateStatus of the requirement can be Pending, Approved, or Rejected. Note that the request state is independent of the demand request state and of the states of any planned tasks associated with the requirement. The requirement state does not have to be closed to close the request. Likewise, closing the request does not change the state of the requirement.
TypeType of requirement can be: Business, Solution (Functional), Solution (Non-Functional), Quality, Stakeholder, or Transition.
Short descriptionBrief description of the requirement.
DescriptionDetailed description of the requirement and any associated tasks. For example, you can use this field to describe an expected outcome or result.

Adding Risks

A risk is any uncertain event that can potentially impact the success or outcome of a project. For example, schedule slippage is a risk, even if it's caused by incorrect estimating. Another example of a risk is a change in project requirements. It is important to record risks so decision makers have all relevant information when assessing a demand.

To add a risks to the demand, scroll to the Risks related list on the Demand form and click New to create a record (see table for field descriptions).

Figure 3. Risk form
Risk form
Table 2. Risk form
FieldDescription
StateThe current state of the risk. Available options are: Pending, Achieved, and Not Achieved.
ProbabilityThe likelihood that the event described by the risk will occur during the course of the project.
Short descriptionBrief description of the event and its potential impact on the success of the activity specified in the demand.
Estimated costCost the event will generate should it occur.
Actual costCost generated by the event. This information is added when and if the event occurs.
Mitigation planBrief description of efforts taken to mitigate the risk.

Recording Decisions

To add a decision to the demand, scroll to the Decisions related list on the Demand form and click New to create a record (see table for field descriptions).

Figure 4. Decision form
Table 3. Decision form
FieldDescription
NumberUnique number for the decision. This number is automatically generated when a new decision record is created.
RequesterPerson requesting the decision. This field is automatically populated with the name of the person entering the decision.
Due dateThe date the decision needs to be finalized.
Short descriptionBrief description of the decision such as, what the decision is about, who made it, who it affects, and the decision outcome.
StateThe current state of the decision. Available options are: Pending, Approved, and Rejected.
Approval requiredCheck box that enables (selected) or disables (cleared) the approval requirement for the decision.

Adding Resource Plans

Resource plans are another source of information that decision makers can use when evaluating demands. You can create resource plans for a demand from the Resource Plan related list, which appears only if the Resource Management application is activated.

To add a resource plans to the demand, scroll to the Resource Plan related list on the Demand form and click New to create a record.

Figure 5. Demand Management Resource Plan Form

Products > Business Management > Demand Management; Versions > Helsinki