Success portal view in Software Asset Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Success Portal View in Software Asset Workspace

    The Success portal view in the Software Asset Workspace enables ServiceNow customers to effectively track and manage their Software Asset Management (SAM) applications. It provides tools to set and monitor success goals, conduct software health checks, and enhance SAM program maturity through predefined items.

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    Key Features

    • Track Progress: Monitor the advancement of SAM applications using defined success goals, which assist in analyzing software license value and calculating projected savings.
    • Create and Manage Goals: Set up success goals and activities to follow their progress. Detailed procedures are available for creating these elements.
    • Health Checks: Execute health checks to assess the status of licenses and configurations, ensuring optimal software performance.
    • Value Builder Tasks: Access tasks related to necessary software upgrades and integrations, which are created automatically but can also be customized.
    • Maturity Tracking: Improve your SAM program by categorizing maturity into Crawl, Walk, and Run stages, linking these to success goals and value builder tasks for comprehensive tracking.
    • Email Notifications: Receive alerts for various actions related to success goals and activities to ensure stakeholders stay informed.
    • Domain Separation Support: Filter dashboard data by domain when the relevant plugin is activated, enhancing data organization.

    Key Outcomes

    By utilizing the Success portal view, customers can expect to:

    • Gain insights into the efficiency of their software investments.
    • Ensure software compliance and readiness through regular health checks.
    • Achieve measurable improvements in their SAM program maturity.
    • Facilitate communication through automated notifications, keeping team members updated on progress and responsibilities.

    Use the Success portal view in Software Asset Workspace to track the progress of your Software Asset Management (SAM) application with success goals, assign activities to track the success of your goals, run health checks on your software, maximize the usage of your SAM capabilities, and mature your SAM program with predefined maturity items.

    Success portal helps you perform the following actions:
    • Track the progress of your SAM application through success goals

      Success goals help you analyze the value that you get out of your software licenses and calculate your projected savings. Create success goals for the licenses that you want to track. For more information about creating a success goal, see Create success goals for Software Asset Management.

    • Track the progress of your success goals

      Track the success of your goals by creating success activities for the goals. For more information, see Create success activities for Software Asset Management.

    • Perform a health check on your software

      Run health checks to review the health of licenses, permissions, and configurations to get the best out of each software suite. For more information, see Health check.

    • Keep your software up to date using Value builder tasks

      Get an overview of which software upgrades, publisher packs, and integrations you must set up with Value builder tasks. These tasks are created automatically, but you can create your own as necessary. For more information, see Value builder.

    • Mature your SAM program with predefined maturity items

      The program maturity is categorized into Crawl, Walk, and Run stages to help you improve the value return of your SAM program, including processes, features, functionalities, and capabilities within your organization. You can link these maturity items to Success goals and Value builder tasks to track and report on the improvements of your SAM application over time. For more information, see View all maturity items for Software Asset Management.

    Email notifications are sent when the following conditions are met:
    • To a group, when a success goal is assigned to that group.
    • To an owner, when a success goal is assigned to that owner.
    • To an owner, when a success goal is marked as Pending Review.
    • To an assigned user or an assignment group, when a success activity is assigned.

    Access the Success portal view by navigating to Software Asset Workspace > Success portal.

    The Success portal supports domain separation when the Performance Analytics - Domain Support plugin (com.snc.pa.domain_support) is activated. To filter the data by domain, select a domain at the top of the dashboard.

    Figure 1. Success portal view
    Success portal view in Software Asset Workspace.
    Table 1. Success portal dashboard
    Widget Description
    SAM maturity Current stage of your SAM program maturity such as the Crawl, Walk, or Run stage.

    View the maturity items of each stage by selecting View all maturity items. For more information, see View all maturity items for Software Asset Management.
    Completed success goals Total number of completed success goals.
    Total success savings Actual savings from the completed success goals.
    Projected savings Anticipated savings from the success goals are grouped by the status and category of the goal.
    All goals All success goals grouped by the following statuses:
    • Draft
    • In Progress
    • Pending Review
    • Completed
    • Canceled
    Health check and value builder data
    Health checks passed Percentage of successful health checks.
    Completed value builder tasks Number of value builder tasks that are completed.
    Open activities Open success goal activities.