Configuring Business Continuity Management

  • Release version: Xanadu
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Configuring Business Continuity Management

    The Business Continuity Management (BCM) application in ServiceNow enables organizations to manage and perform critical business continuity tasks. Configuration is primarily carried out by administrators who install, set up, and customize the application to align with organizational needs.

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    Key Features

    • Installation: Install the BCM application from the ServiceNow Store. Installing related GRC components such as Business Impact Analysis, Business Continuity Planning, or Crisis Management automatically installs the core BCM components and its modules.
    • Role Assignments: Assign required roles to users to enable access and administrative capabilities. BCM, BIA (Business Impact Analysis), and BCP (Business Continuity Plan) administrator roles have specific setup responsibilities.
    • Administrative Setup:
      • General BCM setup including task and property configurations.
      • Setup for business impact analysis and business continuity plans, including assigning BCM leads directly within BCM UI Builder Workspace forms.
    • Customization: Format PDF templates for BIAs, BCPs, and events to suit organizational documentation standards.
    • 360° Relationship Configuration: Configure registries and views to visualize relationships relevant to BCM processes.
    • Integrations and Notifications: Set up notifications using Everbridge and configure the Crisis map for real-time situational awareness.
    • UI Builder Setup: Supports both BCM classic and configurable workspaces, requiring customizations to be applied appropriately when upgrading to the Xanadu release.

    Key Outcomes

    • Efficient and comprehensive management of business continuity tasks tailored to organizational structure and roles.
    • Streamlined process for creating and managing business impact analyses and continuity plans with integrated lead assignments.
    • Enhanced communication and situational awareness through Everbridge notifications and Crisis map integration.
    • Consistent and professional documentation via customizable PDF templates.
    • Smooth upgrade path with guidance on preserving customizations between BCM classic and configurable workspaces.

    Configure the Business Continuity Management application to perform the business continuity tasks for your organization.

    Configuration overview

    Configuring Business Continuity Management involves installing the application from ServiceNow® Store and setting it up by the administrators.
    Note:
    If you have the BCM role, you can perform the setup tasks that are described in this section.
    • Install the Business Continuity Management application from store. For more information, see Install Business Continuity Management from ServiceNow Store.
      Note:
      Installing GRC: Business Impact Analysis, GRC: Business Continuity Planning, or GRC: Crisis Management automatically installs GRC: Business Continuity Management – Core and GRC: Business Continuity Management – Components.
    • Verify that you have assigned users with the required roles. For detailed instructions and a list of roles, see Components installed with Business Continuity Management.
    • Set up the Business Continuity Management application by performing the administrative tasks with the BCM administrator role. For more information, see General administration setup for BCM.
      Note:
      You can view My tasks page configurations and Properties in the General Administration setup.
    • Complete the setup for a business impact analysis by performing the administrative tasks with the BIA administrator role. For more information, see Setup for a business impact analysis.
      Note:
      When you create a business impact analysis in BCM UIB Workspace, you can assign a BCM lead to the analysis in the BIA form itself.
    • Complete the setup for a business continuity plan by performing the administrative tasks with the BCP administrator role. For more information, see Setup for a business continuity plan.
      Note:
      When you create a business continuity plan in BCM UIB Workspace, you can assign a BCM lead to the plan in the BCP form itself.
    • Format the PDF templates for a business impact analysis, a business continuity plan, or an event. For more information, see Format PDF templates for BIAs, BCPs, and events.
    • Configure the 360° relationship registries and views. For more information, see Configure 360° relationship registries and views.
    • Set up the notifications with Everbridge. For more information, see Setup for Everbridge notifications.
    • Set up the Crisis map. For more information, see Setup for Crisis map.
    • Review the setup tasks that are performed by an administrator. For more information, see Setup by system administrators.
    • Review the setup information for UI Builder. For more information, see Setup for the UI Builder.
    Note:

    Both BCM classic Workspace and BCM Configurable Workspace use the Workspace view. If you have made any customizations in other UI views, you must apply the same customizations before or after upgrading from a prior release to the Xanadu release.

    For information on the custom components configuration in BCM classic Workspace, see the KB1442692 article.

    For information on how to migrate reports and custom changes to BCM Configurable Workspace, see the KB1444397 article.