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.
Add demand tasks
Demand managers analyze business demands, approve demands and create projects and
enhancements. Many times activities such as effort, cost, risk, and benefit estimates are
required to analyze a demand and create a business case for approval of the demand. A demand
manager can create demand tasks and assign these tasks to individual resources or a group to
perform these activities.
The resources assigned to the demand tasks then post time spent while working on a demand or
demand task using time card. The time card data is used to calculate actual effort and cost
incurred on the demand task as well as demand.
To create demand tasks, scroll to the
Demand Tasks related list on the Demand form and click
New to create a record.
Add 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.
The newly added stakeholder is automatically associated with the current demand and any other
demands that use the same portfolio.
Add 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).
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 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. |
Add 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 Plans related
list on the Demand form and click Manage to create a record.