Portfolio overview and health

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Portfolio overview and health

    The Portfolio Overview and Health feature in the Enterprise Architecture Workspace provides ServiceNow customers with a comprehensive view of their business application portfolio. It allows monitoring of key portfolio metrics through interactive cards that display numbers and percentages related to various aspects of portfolio health. Users can refresh data and apply filters to focus on specific segments of their portfolio.

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    Key Features

    • Portfolio Overview Cards: Show counts of business applications and related metrics such as applications with high risk, low scores, technical debt relative to TRM standards, and categorized by install type.
    • Portfolio Health Cards: Highlight critical health indicators including business applications lacking capabilities, owners, assessments, application services, or architectural artifacts. Also covers business capabilities without associated applications or assessments.
    • Filters: Enable narrowing down portfolio data by application category, install type, application type, business unit, business owner, IT application owner, and capability owner, facilitating targeted analysis.
    • Dynamic Data Population: Metrics and filter values are dynamically derived from current business application and capability records, reflecting real-time portfolio state and relationships.
    • Extended Cards with Digital Integration: When the Digital Integration Management plugin is installed, additional cards for digital interfaces without integrations and business applications without digital interfaces become available.

    Key Outcomes

    • Gain instant insight into the status and risk levels of your business application portfolio.
    • Identify gaps such as missing owners, assessments, or architectural artifacts that could impact portfolio governance and decision-making.
    • Use filtering to drill down into specific portfolio segments, enabling focused remediation or optimization efforts.
    • Leverage real-time data to ensure portfolio health metrics are current and actionable.
    • Enhance portfolio monitoring with digital integration data when the related plugin is enabled, improving visibility into digital interface health.

    Get an overview of your profile and monitor your portfolio health.

    Portfolio overview

    The Portfolio Overview section displays the overview of your portfolio in the form of numbers on different cards. You can use the refresh button to fetch the latest results. Click the number to see the full list.

    The following cards are displayed:
    • Business Applications
    • Business Capabilities
    • Information Objects
    • Business Applications with High Risk
    • Business Applications with Low Score: Number of business applications with low score for a quarterly fiscal period.
    • Business Applications with TRM technical debt: Number of business applications that aren’t aligned with the TRM phases and standards.
    • Business Applications by Install Type
    Use the following filters to narrow down the results for Portfolio and Health sections:
    • Application Category
    • Install Type
    • Application Type
    • Business Unit
    • Business Owner
    • IT Application Owner
    • Capability Owner

    How portfolio data and filters are populated

    The Portfolio Overview and Portfolio Health sections display metrics based on business application and capability records in Enterprise Architecture Workspace. Cards reflect the current state of these records and their relationships, such as owners, capabilities, and assessments.

    Filter values are populated dynamically from existing application data. Owner‑based filters use the users referenced in application and capability records, and available values depend on how those records are configured.

    Portfolio health

    The Portfolio health section displays the health of your portfolio. You can see the details such as the number and percentage of business applications on different cards. Click the number or percentage to see the full list. You can use the filters to narrow down the results.

    The following cards are displayed:
    • Business Applications without Capabilities
    • Business Applications without Owners: Number and percentage of business applications for which there is no IT application owner and business owner assigned.
    • Business Applications not Assessed
    • Business Applications without Application Services: Number and percentage of business applications that are not related to any application service. Business application and application service are two different configuration items which must be related through a CI relationship.
    • Business Applications without Architectural Artifacts: Number and percentage of business applications that aren’t associated to any architectural artifact. The association of Architectural Artifacts with business applications create a relationship between the artifact and related entities.
    • Business Capabilities without Business Applications
    • Business Capabilities not Assessed
    The following cards are displayed only when the Digital Integration Management plugin (com.snc.apm_di) is installed:
    • Digital Interfaces without Digital Integrations
    • Business Applications without Digital Interfaces