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. Auto-populating the list of stakeholders from 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 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 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 have input into what the requirements are for a demand request to be completed.

Demand managers use the Requirement form to describe the requirement and assign an owner who is responsible for making sure that the requirement is met. When a requirement is complex, demand managers can associate planned tasks, such as project tasks, with the requirement. The demand manager assigns and tracks the 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
Field Description
Number Unique identification number for the requirement. This number is automatically generated when a new requirement record is created.
Source User 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.
Owner User or group who is responsible for managing the requirement or making sure that the requirement is met.
Estimated effort Approximate amount of time to complete the requirement and any associated tasks.
Priority Importance of the requirement as it applies to the overall demand.
State Status of the requirement can be Pending, Approved, or Rejected.
Note: The request state is independent of the demand request state and of the states of any planned tasks associated with the requirement. The request can be closed without the requirement state being closed. Likewise, closing the request does not change the state of the requirement.
Type Type of requirement can be: Business, Solution (Functional), Solution (Non-Functional), Quality, Stakeholder, or Transition.
Short description Brief description of the requirement.
Description Detailed 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, incorrect estimating can cause schedule slippage. 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 risk 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
Field Description
State The current state of the risk. Available options are: Pending, Achieved, and Not Achieved.
Probability The likelihood that the event described by the risk occurs during the project.
Short description Brief description of the event and its potential impact on the success of the activity specified in the demand.
Estimated cost Estimated cost the event generates.
Actual cost Cost generated by the event. This information is added when and if the event occurs.
Mitigation plan Brief 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
Field Description
Number Unique number for the decision. This number is automatically generated when a new decision record is created.
Requester Person requesting the decision. This field is automatically populated with the name of the person entering the decision.
Due date The date the decision is final.
Short description Brief description of the decision such as, what the decision is about, who made it, who it affects, and the decision outcome.
State The current state of the decision. Available options are: Pending, Approved, and Rejected.
Approval required Check 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