Strategic Portfolio Management

SPM helps you align work to strategy, enabling you to optimize business outcomes and respond rapidly to change so that you deliver more value, not just more output.

With Strategic Portfolio Management, gather critical business requirements, prioritize new requests, assess top-level investments, allocate resources, and adapt to changing business priorities by making adjustments on an ongoing basis. Manage strategic and operational work from one place while driving Agile transformation.

	Improve team efficiency with greater collaboration and enhanced task management Collaborative Work Management provides a central hub for teams to plan, visualize, manage, and collaborate on work.
	Flexibly scale your Agile framework using Enterprise Agile Planning Streamline communication and drive coordination between diverse teams using a flexible and scalable Agile configuration in an intuitive workspace.
	Enable focused planning using the Business Capability or Project Program lens Use the Business Capability lens for building a personalized portfolio of work to plan, prioritize, and roadmap the work based on your business capabilities or business applications by aligning with the strategy. Use the Project Program lens to plan, prioritize, and roadmap the work in your programs.
	Associate a target with work items to track the work and meet the target Associate a target (as primary or non-primary) with work items to track the current or future work where the items contribute to meeting the target.
	Associate multiple planning items to a goal or target at a time Use the enhanced Align work window to associate multiple planning items a goal or target at a time from the enhanced Align work window, item’s side panel.
	Add tags to your planning items to categorize them Add tags to your planning items from the Prioritization or Scoring page to categorize them based on your requirement.
	View required data set in Scoring by applying filters View the required data set in Scoring by applying filters such as planning state, type, priority, and status.
	Manage your portfolio plans on the enhanced interface in Scoring and Prioritization Take advantage of the enhanced Scoring and Prioritization views to identify the planning items quickly based on their scoring attributes or MoSCoW values.
	Export the data of your portfolio plan items and financial information to a Microsoft Excel or CSV file Export the data of your portfolio plan items and financial information to a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders.
	Organize and prioritize your feedback efficiently using feedback filters Create and sort feedback to reduce the need to apply filters each time to view specific feedback using feedback filters.
	Manage your goals from the enhanced goals view Identify the unit of measure symbol for your targets on the enhanced List view of Goals.
	Reassign or unassign resource assignments Reassign and unassign resource assignments, edit resource assignments, and export resource cards as CSV or XML file.
	Collaborate on project documentation using Docs Manage multiple types of docs and collaborate on documents related to projects.
	Enable AI experience in feedback and demands using Now Assist for Strategic Portfolio Management (SPM) Use the Now Assist for SPM application to ensure that business demands and feedback are communicated clearly, efficiently, and effectively.

Improve team efficiency with greater collaboration and enhanced task management

Collaborative Work Management (CWM) enables cross-functional teams work together using a single and flexible workspace using Spaces, Boards, and Docs. CWM also facilitates unifying all work in the Now Platform by connecting tasks and Docs with related entities such as Cases, Incidents, and Goals.

• Spaces: Organize and manage the team's work. Within a Space, you can create unlimited Boards to manage tasks and Docs to manage documentation for those tasks.
• Boards: Configure a flexible workspace without the involvement of an admin user. Define your own workflow and organize work the way you want using custom fields, custom work types, and flexible views (List, Gantt, and Kanban).
• Board automations: Boost efficiency and save time by automating processes such as sending notifications, reassigning tasks, or updating task priority when certain conditions are met.
• Docs: Create rich-text docs and manage different types of documentation such as meeting notes, technical specifications, or feature requirements from a single location and avoid using multiple disconnected tools.
• Connect to Planning: Align work to higher level planning by incorporating Boards into roadmaps and prioritization in Strategic Planning and Portfolio Planning workspaces.

Enable AI experience using Now Assist skills

Feedback summarization: Access and prioritize feedback by generating concise summary of lengthy feedback or enhancement request and reduce the need of manual feedback analysis. Improve the product features, usability, performance and get insights on your feedback using feedback summarization skill.

Conversational experience for demand creation: Create and edit demand requests using Virtual Agent's conversational interface, driven by generative AI, resulting in cost savings. Increase adoption of your demand intake process by making it so easy to use.

Collaborate on project documentation using Docs

Create and manage multiple documents related to your project. The project docs provide a collaborative space for project managers to store information and create templates for project charters, briefs, and meeting notes.

Enable focused planning using the Business Capability or Project Program lens

Associate a target with work items to track the work and meet the target

Associate a target (as primary or non-primary) with work items to track the current or future work where the items contribute to meeting the target. When you create a primary goal or target relationship with an item that already has a primary relationship, the existing association becomes a non-primary and a new primary relationship is created.

Associate multiple planning items to a goal or target at a time

Add tags to your planning items to categorize them

View required data set in Scoring by applying filters

Apply filters to view the required data set in Scoring. You can apply these filters with different choice options such as planning state, type, priority, and status. These filters are saved as your preferences. So, you can view the same data set and continue your planning when you log back in.

Manage your portfolio plans on the enhanced interface in Scoring and Prioritization

The colored pills added to the Confidence and Effort attributes of the RICE framework help you identify the planning items quickly based on high or low confidence and high or low effort.

The colored pills added to the Must have, Should have, Could have, and Won’t have (MoSCoW) values help you quickly identify and sort the planning items based on their MoSCoW values. Also, the updated 1 - Must have, 2 - Should have, 3 - Could have, 4 - Won’t have (MoSCoW) values helps you sort the planning items based on the importance.

Export the data of your portfolio plan items and financial information to a Microsoft Excel or CSV file

Export the data of your portfolio plan items from the Scoring page and List view of the Prioritization tab, and financial information to a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders.

Manage your goals from the enhanced goals view

Manage financials for your epics, demands, and projects

Create configurable widgets to identify the financial performance of your planning items. Export Costs and Baseline comparison view to a Microsoft Excel or CSV file to share the data and collaborate with your business stakeholders.

Scale and enhance your Agile framework using Enterprise Agile Planning

Personas such as scrum leaders, product owners, portfolio managers, solution train engineers, and Agile release train engineers can enhance their Agile framework using the following EAP features:

• Configuration: Use the four pre-defined configurations or flexibly configure agile structure, work item hierarchies, and planning calendars.
• Backlog: Create, update, and prioritize work items. In addition, schedule work items into iterations such as Planning Intervals (PI) or Sprints.
• PI Planning: Plan work for multiple teams across iterations (for example, Big Room Planning). Create and visualize dependencies between work items, and reschedule work to react quickly to changes while ensuring alignment with business priorities.
• Dashboards: Visualize the progress of teams at all levels using team-specific dashboards. Evaluate how your teams are progressing with work, the value that they are delivering in alignment with goals, and gauge the performance of the child teams.

EAP is available when you install the Strategic Planning application from ServiceNow Store using the SPM Pro license.

Reassign or unassign resource assignments

Reassign or unassign resource assignments depending on the resource availability or resource allocation status. Export a custom created resource card as Microsoft Excel or an XML file to share it with the stakeholders. Identify the group resource assignments and operational resource assignments using the new iconography to track work assigned for the resources.

Organize and prioritize your feedback efficiently using feedback filters

Create and manage feedback effortlessly with feedback filters and reduce the need to manually apply filters each time to find specific feedback. Project managers can save feedback filters, share them with team members or groups, and collaborate on specific feedback filters.

Organization Extension (com.snc.organization_extension) plugin

Organization Extension (com.snc.organization_extension) plugin activates Goals, Business unit, Enterprise strategy, and Business unit strategy entities. It is available on zBoot to all customers with demo data.

Business Units, Goals, Enterprise Strategy, and Business Unit Strategy modules are available in the Organization application menu.

Business Applications and Business Capabilities modules are also available within the Organization application menu, however, their related tables are moved to Configuration Management (CMDB) (com.snc.cmdb) plugin, which is available on zBoot but without demo data.

Learn

Get started

• Understand how to deliver business outcomes with speed and agility using ServiceNow SPM. For more information, see Customer Success Center.
• Learn how to align execution with business goals and priorities. For more information, see Strategic Planning.
• Create goals, set targets for them, and evaluate the progress of your goals and targets to accomplish the organizational plans and drive business outcomes. For more information, see Goal Framework and Goal Framework for SPM.
• Enhance your SPM capabilities with specialized plugins that provide read-only roles for various modules, confirming secure access to dashboards and reports.