Jumpstart Your Strategic Portfolio Management – Planning Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Jumpstart Your Strategic Portfolio Management – Planning Workspace

    The Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace Accelerator offers Impact customers a comprehensive understanding of Planning Workspaces within SPM. It demonstrates how to gain visibility, manage, and prioritize work items effectively while aligning them with strategic goals, ultimately enhancing service delivery quality, efficiency, and cost management.

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    Key Features

    • Session Preparation: Provisioning a temporary instance and configuring Planning Workspaces in SPM.
    • Customer Coaching Session #1 (up to 90 minutes): Overview and demonstration of Planning Workspaces, installation and configuration guidance, discussion on foundational data, and best practices for usage tracking and maintenance.
    • Optional Customer Coaching Session #2 (up to 60 minutes): Q&A session regarding SPM – Planning Workspace.

    Key Outcomes

    Customers will benefit from a clear framework on managing their ServiceNow platform effectively, emphasizing roles such as Platform Owner, System Administrator, and other key stakeholders. The Accelerator provides essential resources and responsibilities for successful implementation while clarifying that certain restrictions may apply based on the customer's environment.

    The Jumpstart Your Strategic Portfolio Management – Planning Workspace Accelerator provides a demonstration of the possibilities and capabilities of Planning Workspaces within Strategic Portfolio Management (SPM).

    Overview

    Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace provides Impact customers with a comprehensive overview of the possibilities and capabilities of the Planning Workspaces in SPM. Our goal is to demonstrate how you can receive clear visibility to manage and prioritize work items effectively and ensure they are aligned with your overall strategic goals. We aim to provide you with an understanding of how Planning Workspace can enhance service delivery quality, efficiency, and costs.

    For additional information on SPM, see Strategic Portfolio Management.

    Note:
    This Accelerator is available in Guided, Advanced, and Total Packages.

    Offered pursuant to the applicable ServiceNow Impact Package and Accelerator descriptions available at https://www.servicenow.com/legal/servicenow-impact.html.

    What you get

    Session Preparation
    • Provision a temporary instance
    • Activate and configure the applicable components of the Planning Workspaces in SPM
    Customer Coaching Session #1 (up to 90 minutes)
    Includes the following:
    • Overview and demonstration of Planning Workspaces
    • Review of setting Planning Workspaces within SPM up for success:
      • Installation and configuration of Planning Workspaces
      • High level discussion on Foundation/Dependent data
    • Walk through of key capabilities
    • Review business readiness
    • Review usage tracking and maintenance leading practices
    • Thirty days of access to the temporary instance
    Customer Coaching Session #2 (Optional upon Customer request – up to 60 minutes)
    Opportunity for Q&A related to Strategic Portfolio Management (SPM) - Planning Workspace

    Requested customer resources

    Table 1. Customer resource and responsibilities
    Customer Resource  Responsibilities 

    Platform Owner (Required)

    Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform.
    System Administrator(s) (Required) Maintains the stability and usability of the ServiceNow platform by performing application maintenance, managing support for cases related to ServiceNow applications, and contributing to ServiceNow software releases by delivering configuration tasks and features.
    Other Customer Role(s) (Required) Primary stakeholders responsible for Product and Portfolio management.
    Developer(s) (Recommended) Writes code for the ServiceNow platform.
    Trusted Service Partners (Recommended) Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward.

    Requested information / access

    Refer to the applicable Impact Accelerator description available at  https://www.servicenow.com/legal/servicenow-impact.html

    Exclusions

    This Impact Accelerator in its entirety or portions of the Impact Accelerator activities may not be available to customers in certain restricted environments, to self-hosted customers, or to managed service providers, except for their internal  use.

    ServiceNow resources are not responsible for implementing SPM Planning Workspace recommendations on Customer’s sub-production or production instances.