Business Planning Portal
Summarize
Summary of Business Planning Portal
The Business Planning Portal enables ServiceNow business planners to manage key business planning entities such as goals, business units, capabilities, capability maps, enterprise strategies, and business unit strategies. It centralizes the planning process to help align various business segments and strategies towards achieving defined business goals. Access to the portal requires activation of the Business Planner plugin, which is available when any Strategic Portfolio Management (SPM) plugins are installed.
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Key Features
- Entity Management: View, create, and update business entities including goals, capabilities, business units, and strategies directly from the portal.
- Capabilities: Displays the total number of capabilities defined for the enterprise. Users can review existing capabilities or create new ones that better align with the business plan. If Enterprise Architecture is installed, a capability map can be launched for visual mapping.
- Strategies: Shows the number of strategic objectives created. Users can create and assign enterprise or business unit strategies to goals. Enterprise strategies operate at a higher level, while business unit strategies can be assigned as child or parent strategies, enabling hierarchical strategy planning.
- Business Units: Represents segments or functions within the enterprise. Users can view existing business units or create new ones, defining their respective functions.
- Goals: Tracks the number of goals established to achieve business plans. Goals can relate to multiple enterprise and business unit strategies, and vice versa. Users can update goal statuses and assign tasks, including creating goals related to application strategies.
- Recent Activity: Provides quick access to recently created goals, strategic objectives, and business units.
Note: The Business Planner role strictly focuses on planning and managing business entities to achieve goals and does not involve managing the supporting business applications or technologies.
Practical Benefits for ServiceNow Customers
- Enables streamlined, centralized management of business planning entities to align organizational strategies and objectives effectively.
- Facilitates hierarchical strategy assignment, allowing clear linkage between enterprise-level and business unit-level initiatives.
- Supports comprehensive tracking and updating of goals with the ability to assign tasks, improving accountability and progress visibility.
- Integrates with Enterprise Architecture for enhanced capability mapping, aiding in strategic decision-making.
- Provides an intuitive interface for business planners to manage and evolve the business plan without needing to handle underlying technologies.
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.
To access the business planning portal, the Business Planner (com.snc.apm.business_planner) plugin must be activated. This plugin is installed only when any one of the other Strategic Portfolio Management (SPM) plugins is already installed.
Access the business planning entities, goals, business units, enterprise strategy, business unit strategy, capabilities, and capability in the Business Planner module.
Business planning portal for the business planner
As a business planner, you can do various tasks from the business planning portal such as view, create, and update the business entities to achieve business goals. In addition, the Business Planner can . .
The business planning portal helps the business planner to view and create goals, business unit, capabilities, and strategies.
- Number of capabilities
- Displays the number of capabilities that have been created. Click to view the list of capabilities defined for the business enterprise. if the existing capabilities don't conform to your business plan.
If you have installed Enterprise Architecture (formerly APM), then the Map link is available. Click Map to launch the capability map.
- Strategies
- Displays the number of objectives that have been created. Click to view the list of strategic objectives that align with your business plans. Click to create a business unit strategy or an enterprise strategy to fulfill a new business plan. You can also assign strategies to a goal.
- Enterprise strategy is at a higher level and business unit strategies can be assigned at its child level.
- Business unit strategy is at a lower level and an enterprise strategy or a business unit strategy can be assigned as a parent strategy.
- Business Units
- A business unit is a segment of an enterprise that represents a business function. View the existing number of business units in your organization. Click to create a business unit to define its functions.
- No. of goals
- View the number of goals created to achieve a business plan. You can relate goals to many enterprise and business unit strategies. Similarly, more than one enterprise and business unit strategies can be related to more than one goal. Click a goal from the list to update its status and assign a task to it. You can also create a goal for an application strategy.
- Recent Activity
- View the recent goals, strategic objectives, and business units that you had created.