Strategic Portfolio Management

Align work with business goals to deliver products and services in a way that supports your strategic priorities. ServiceNow® Strategic Portfolio Management ( SPM , formerly IT Business Management , enables you to use digital transformation to drive more customer value faster. Plan, deliver, and track value across different methodologies.

With Strategic Portfolio Management gather critical business requirements, allocate resources, and evaluate the value of your portfolio. Prioritize new requests and deliver products efficiently. Assess related top-level investments, and adapt to changing business priorities by making adjustments on an ongoing basis. Manage strategic and operational work in one place and reduce bottlenecks to get to market faster.

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

Enable rough prioritization of work using MoSCoW

Roughly prioritize planning items by the Must have, Could have, Should have, or Won't have (MoSCoW) values in Strategic Planning .

Experience a consistent data set for planning in Prioritization or Roadmap

Improve continuous planning using quick filters, which help you view data relevant to you while planning in the Prioritization or Roadmap tabs of the portfolio plan.

Innovate and drive value through product discovery and customers insights

Improve product discovery by consolidating and analyzing feedback from various sources in a single workspace. Drive data-driven decisions on product development, improvements, and future strategic planning.

r_ITBusinessManagement.html#r_ITBusinessManagement__section_dl5_hkk_jzb Score items in your portfolio plan based on your business need, thus providing a quantitative way to prioritize work effectively.

Manage your goals from the enhanced goals view and set quarterly or yearly targets for your long-term targets View the actionable insights on your goals from the enhanced goals view. Set quarterly or yearly targets for the long-term targets using the target breakdowns to track and update the actuals cumulatively or non-cumulatively in quarterly intervals.

Restrict access to sensitive data in Strategic Portfolio Management Configure Data Separation to restrict sensitive data in Strategic Portfolio Management based on a lens hierarchy and its leaf node. Enable Data Separation on select entities and related entities as needed.

Manage financials for your epics, demands, and projects View, plan, and reforecast the financials for your planning items. View the planned costs and create or edit expense lines to update the actual expenses.

Manage resource capacity using Capacity Planning View and plan the resource requirements for your portfolio and planning items.

Enable rough prioritization of work using MoSCoW

Categorize planning items using the Must have, Could have, Should have, or Won't have (MoSCoW) values in the List and Hierarchy views. This categorization creates a baseline of priority that you can later use when you're grooming and prioritizing work for your portfolio.

For high-level portfolio plans, experience focused planning by using inline edits to update item details such as Priority, MosCoW, and others. Use the drag functionality to change the planned dates of an item.

Experience a consistent data set for planning in Prioritization or Roadmap

Apply quick filters to all the views of the Prioritization or Roadmap tabs so that you can view a consistent data set for your portfolio plan.

These filters are saved as your preferences. So, you can view the same data set and continue your planning when you log back in.

For a specific tab, filters persist across the views. For example, when you apply a quick filter in the List view of Prioritization, this filter is applied across the List, Kanban, and Hierarchy views of Prioritization.

Create a copy of an existing portfolio plan, free-form roadmap, or planning item, to save your time while creating a similar one.

Innovate and drive value through product discovery and customers insights

Gather valuable feedback, insights, and elevate your strategic decision-making using Product Feedback in Strategic Planning . Align products with customer expectations and achieve better customer experience and foster innovation. Save time and eliminate sifting through various channels by capturing feedback in a central repository. Create and associate feedback and product ideas with planning items. Analyze trends, top tags, and statistics to improve the product development process and make feedback-driven decisions. Analyze and categorize the sentiments that are expressed in customer feedback, helping product teams understand if the customers are satisfied, dissatisfied, or neutral about their offerings. Manage and track the sentiments expressed in feedback received over the past nine months to identify trends and changes in customer sentiment over time.

Manage your goals from the enhanced goals view and set quarterly or yearly targets for your long-term targets

The goals view in Strategic Planning provides more actionable insights on goals and targets within a portfolio plan: Use the Dashboard tab to act on the actionable insights for goals and targets within a portfolio plan. Use the List tab to manage your goals and targets for a portfolio plan. The List tab hides the downstream and upstream goals, so that you can focus on only the goals and targets of a particular portfolio plan. Use the Hierarchy tab to view the goals of the parent entities (of the portfolio plan entities) then plan and align your portfolio plan goals. Set quarterly or yearly targets for the long-term targets using the target breakdowns to track and update the actuals cumulatively or non-cumulatively in quarterly intervals. Set qualitative targets for your goals by defining a unit of measure. Qualitative targets are interpretation-based, descriptive, and typically yes or no type.

Restrict access to sensitive data in Strategic Portfolio Management Configure Data Separation to restrict sensitive data in Strategic Portfolio Management based on a lens hierarchy and its leaf node. Enable data separation on select entities and related entities, as needed. Create as many entity group mappings as required to restrict data to specified user groups. Grant access for the users who always need access to sensitive data by assigning the data separation privileged user role.

Manage financials for your epics, demands, and projects

Use the financials view in Strategic Portfolio Management , Portfolio Planning , and Project Workspace to view and track expenses for your planning items.

Create or edit planned cost plans using the inline edit feature. Create and edit expense lines for actual costs. View EAC, ETC, and totals for quarter, year, and entire duration of the planning item. Create and compare baselines to view the financial changes for your planning items.

Manage resource capacity using Capacity Planning

Generate, analyze, and manage your portfolios and planning items based on the resource capacity availability.

Define resource criteria for your portfolio for a better resource availability view. Create resource assignments depending on the work requirements to analyze and scope work for your planning item. Plan the duration of your planning item using the Gantt bar.

Learn What is Gantt chart? What is Agile? What is a key performance indicator (KPI)? What is a work breakdown structure (WBS)? What is Project Portfolio Management (PPM)? What is value stream mapping (VSM)? What is Agile? What is Agile project management? What is digital transformation? What is resource management? What is strategic portfolio management? What is the difference between Agile vs. Waterfall?

Get started Understand how to deliver business outcomes with speed and agility using ServiceNow SPM . For more information, see Customer Success Center . Learn more about SPM organizational level plugins. For more information, see Organizational level plugins for Strategic Portfolio Management . 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. For more information, see Organizational plugins for Strategic Portfolio Management .

Applications and features Machine learning solutions for Strategic Portfolio Management Portfolio Planning Strategic Planning Goal Framework and Goal Framework for SPM Project Portfolio Management Process Mining integration with SPM <a class="xref" href="../../export-to-ppt/concept/export-ppt-landing-page.html" title="The ServiceNow Export to PowerPoint for Strategic Portfolio Management add-in helps you to generate and download project status reports from your instance as a Microsoft PowerPoint file. You can use this file to share it across the stakeholders or teams for collaboration, even if they do not have access to your instance.">Export to PowerPoint for Strategic Portfolio Management Investment Funding Innovation Management Time Card Management Agile Development Scaled Agile Framework (SAFe) SPM Benchmarks Microsoft Azure DevOps Integration for Agile Development Atlassian Jira Integration for Agile Development Test Management applications <a class="xref" href="../../application-portfolio-management/concept/overview-business-planning.html" title="A business plan includes a business goal and a plan to achieve that goal. Business planning involves various entities of a business such as goals, business units, business capabilities, capability map, enterprise strategies, and business unit strategies. As a business planner you can manage these entities from the business planning portal.">Business Planning Portal Cost Management Data Separation