Success portal view in Hardware Asset Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Success Portal View in Hardware Asset Workspace

    The Success portal view in Hardware Asset Workspace enables you to monitor and enhance the performance of your Hardware Asset Management (HAM) application through defined success goals and activities. It provides a structured approach to assess the value obtained from hardware assets and track projected savings effectively.

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    Key Features

    • Track Progress: Establish and monitor success goals to evaluate the effectiveness of your hardware assets. You can find guidance on creating success goals in the relevant documentation.
    • Create Success Activities: Develop activities linked to your goals to measure their success. Refer to associated resources for details on creating these activities.
    • Maturity Program: Utilize predefined maturity items categorized into Crawl, Walk, and Run stages to systematically improve your HAM program's value. These items can be linked to success goals.
    • Email Notifications: Receive notifications for goal assignments and reviews, ensuring that stakeholders are informed of their responsibilities.
    • Domain Support: The portal supports domain separation when the Performance Analytics - Domain Support plugin is active, allowing you to filter data by domain and time period.

    Key Outcomes

    Using the Success portal, you can expect to effectively track and manage your HAM application, achieve better insights into savings, and mature your asset management practices. The portal provides a comprehensive dashboard that includes metrics on maturity stages, completed goals, actual versus projected savings, and active activities, all essential for driving your HAM success.

    Use the Success portal view in Hardware Asset Workspace to track the progress of your Hardware Asset Management (HAM) application with success goals, assign activities to track the success of your goals, and mature your HAM program with predefined maturity items.

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

      Success goals help you analyze the value that you get out of your hardware assets and calculate your projected savings. Create success goals for the assets that you want to track. For more information about creating a success goal, see Create a success goal for Hardware 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 HAM success goals.

    • Mature your HAM 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 HAM application within your organization. You can link these maturity items to success goals and use the HAM application efficiently. For more information, see View all maturity items for Hardware Asset Management.
      Important:
      The HAM maturity program is available with the Hardware Asset Management 10.0.0 version or later.
    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 by navigating to Hardware 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.

    Hardware asset success portal view in Hardware Asset Workspace.

    To narrow down your results, you can filter by time period.

    Table 1. Success portal dashboard
    Widget Description
    HAM maturity Current stage of your HAM 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 Hardware 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 Complete list of success goals with one of the following statuses:
    • Draft
    • In Progress
    • Pending Review
    Projected vs actual count by category Comparison between the projected and actual success goals count with status as Draft, In Progress, or Pending Review.
    Open activities Open success goal activities.
    Important:
    The HAM maturity, Total success savings, Projected savings, and All goals fields are available with the Hardware Asset Management 10.0.0 version or later.