Digital Portfolio Management life-cycle management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Digital Portfolio Management life-cycle management

    The Digital Portfolio Management (DPM) Workspace in ServiceNow supports managing solutions through the plan-build-run life-cycle model. It centralizes data from various ServiceNow products, enabling you to manage and monitor services, applications, and products that you own or impact your business. To utilize DPM fully, appropriate plugins and roles must be installed.

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    Life-cycle Management Phases

    • Plan: Plan your solutions by reviewing roadmaps, dependencies, backlogs, ideas, demands, projects, and improvement initiatives within the solution’s organizational context.
    • Build: Track work progress on your solutions, including epics and stories during sprints, project statuses with percent complete metrics, overdue projects or milestones, and critical issues. Monitor changes and improvement initiatives with status views and upcoming schedules.
    • Run: Monitor operational performance through key performance indicators (KPIs) such as availability, incidents, customer satisfaction, subscriber counts, and impact alerts. Assess deployments, hardware, software models, technology risks, and risk remediation tasks using data from Governance, Risk, and Compliance (GRC) modules.

    Key Features

    • Integration with DevOps Insights and DevOps Change Workspace to view flow and accelerate metrics for scrum and waterfall development, providing visibility into software development life cycles. (Admin configuration required to enable these features.)
    • Performance Analytics indicators offer historical performance data and KPI tracking to gauge solution performance against commitments. (Standard Performance Analytics licenses provide limited access.)
    • Configurable life-cycle phases and records allow you to tailor the workspace to match your organizational processes and workflows.
    • Alerts and monitoring tools help you stay informed about ongoing impacts and solution health in real time.

    Configuration and Administration

    Administrators can customize the DPM environment and user interface using configuration settings and the UI Builder tool to align with specific business needs. Enabling DevOps metrics requires setting system properties as documented in the configuration guides.

    Practical Benefits for ServiceNow Customers

    • Gain a unified, end-to-end view of your digital solutions from planning through delivery to operational monitoring.
    • Improve decision-making with centralized key metrics and risk assessments.
    • Accelerate development and delivery processes by integrating with DevOps tools and methodologies.
    • Enhance service quality and customer satisfaction through proactive monitoring and impact alerts.

    The Digital Portfolio Management (DPM) Workspace enables you to work in the plan-build-run life-cycle model. You can manage solutions that you own and view solutions that may have an impact on services or products that you care about.

    The DPM plan-build-run life cycle surfaces data from other ServiceNow® products in a central location. To view data and take basic actions in the DPM experience, you must install the plugins and roles. For more information, see Digital Portfolio Management related applications and data sources.

    Listen to an overview of the DPM team, the application, and how it works for solution owners in the plan-build-run life cycle.

    The life-cycle management phases come standard with DPM but all records are fully configurable to match how you work. For information on how Admins can control the configuration in DPM, see Configure the Digital Portfolio Management experience. For information about other configurations, see UI Builder.

    Table 1. Life-cycle management phases in DPM
    Plan Build Run
    Plan within the context of your solutions (services, applications, or products). Track the progress of work being delivered for your solutions, including epics and stories in the current sprint. Monitor critical key performance indicator (KPI) results and operational performance of your solutions.
    • View the roadmap and roadmap dependencies (launches Strategic Planning).
    • View the backlog and rearrange each planning type to prioritize and move some into the pipeline.
    • View the summary of what's been planned for the solution:
      • Review ideas and their state, and promote new ideas.
      • See demands within the solution's planning organization and hierarchy.
      • View projects and improvement initiatives.
    • View the status of current projects.
      • View active projects with percent complete metrics (with a color grid and a list view).
      • See projects that are overdue or have missed key milestones.
      • View projects with critical issues.
      • Assess how teams are delivering on the volume of work.
    • View changes and improvement initiatives:
      • View status with a color grid and a list view.
      • See what's overdue by month.
      • View upcoming changes.
      • View change backlog growth in the last 30 days.
    • View DevOps information for business applications:
      • View flow metrics from DevOps Insights to view details on epics, bugs, stories, and works in progress in the context of your business applications.
      • View accelerate metrics from the DevOps Change workspace to manage scrum and waterfall development and to gain visibility into your software development life cycle.
      Note:
      To view DevOps accelerate metrics and flow metrics in DPM, admins must enable the DevOps system property. See Configure the Digital Portfolio Management experience for more information.
    • View a performance snapshot and details of your solutions using Performance Analytics indicators.
      Note:
      If you have a standard license for Performance Analytics, then you see historical data (the last 6 months), and you can’t edit the Performance Analytics indicators. See KB1637474 for information about KPI results on DPM pages.
      • Gauge performance against commitments.
      • See the availability of the solution as a percentage.
      • See the number of new incidents.
      • View the number of subscribers.
      • See the customer satisfaction score.
      • View child offering breakdowns.
    • Receive alerts to current and ongoing impacts.
    • View business application deployments:
      • Assess hardware and software models and technology risk using data from ServiceNow® Governance, Risk, and Compliance.
      • Confirm risk conformance and act on risk remediation tasks.
      • View accelerate metrics from the DevOps Change Workspace to manage scrum and waterfall development and to gain visibility into your software development life cycle.
        Note:
        To view DevOps accelerate metrics in DPM, admins must enable the DevOps system property. See Configure the Digital Portfolio Management experience for more information.