Key Features

• Calculated Metric Formula Editing: After upgrade, you can modify calculated metric formulas even after execution and apply these changes from a specific date, preserving historical data integrity through versioning of formulas.
• Consolidated Document Designer Plugin: Microsoft 365 reporting and Document Designer add-ins are merged into a single Document Designer plugin with improved capabilities, including increased repeater limits and a new Create Claim button to streamline sustainability reporting.
• AI Reporting Assistant: Embedded AI within Document Designer allows generation of report content from ServiceNow data using prompts directly in Microsoft Word, outputting stories, tables, charts, or data points for enhanced report creation efficiency.
• Role Mapping for Access Control: Operational Sustainability Management roles are now mapped to Risk Library and Compliance Library feature roles, enabling domain-based access restrictions to risk and compliance data for better security and governance.
• CSRD-Compliant Double Materiality Assessments: Integration with Socialsuite supports conducting double materiality assessments compliant with CSRD, GRI, and ESRS standards, with automatic syncing of assessment results into Operational Sustainability Management to streamline sustainability reporting.
• Document Intelligence for Utility Invoices: Automated extraction of unit values from utility invoices reduces manual data entry and increases accuracy in metric data updates.
• Threshold Configuration for Metrics: Enables setting multiple threshold levels and ranges for metrics, triggering automated actions immediately upon threshold breaches for proactive sustainability management.

Changes and Enhancements

• Governance, Risk, and Compliance (GRC) Role Updates: Role inheritance is refined to restrict access to necessary resources only, affecting new installations; certain roles and permissions have been removed or replaced to enhance security and functional domain separation.
• Template Configuration Updates: Business domain fields in Document Designer templates now reference GRC business domains, aligning with governance practices.
• ServiceNow AI Platform Licensing Tiers: Introduction of three AI licensing tiers—Foundation, Advanced, and Prime—providing scalable access to AI features and workflows based on customer entitlements.
• Deprecated Features: The ServiceNow Reporting manifest is deprecated; all reporting should now utilize the Document Designer manifest for ongoing enhancements and support.

Activation and Plugin Information

Operational Sustainability Management is available through the ServiceNow Store and requires installation via the store request process. The Australia release includes renaming and reclassification of multiple plugins to align with the new branding and functionality structure. Notably, the Microsoft 365 reporting add-in is now a development plugin and is not installable via the UI; Document Designer is now a required dependency.

Practical Benefits for ServiceNow Customers

• Maintain historical data integrity while updating sustainability metrics with formula versioning.
• Leverage AI-driven reporting directly within Microsoft Word for faster, richer sustainability reports.
• Control access to sensitive risk and compliance data through refined role mappings aligned with business domains.
• Streamline compliance with evolving sustainability regulations by integrating double materiality assessments and automatic data synchronization.
• Reduce manual workload and improve data accuracy with automated document intelligence for invoices.
• Respond promptly to sustainability metric thresholds with automated actions, enhancing operational responsiveness.