Viewing insights of your portfolio

  • Release version: Yokohama
  • Updated April 29, 2025
  • 3 minutes to read
  • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Viewing insights of your portfolio

    This feature enables ServiceNow customers to view detailed insights across their business, information, application, and technology portfolios. It provides critical data such as audits, hardware models, software products at risk, and pending certifications. Users can refresh data manually and navigate to detailed lists or records for deeper analysis.

    Show full answer Show less

    Application Portfolio

    Track vital information related to business applications through various cards summarizing key metrics:

    • Past due certification tasks: Shows the count of overdue application certification tasks, sourced from the CMDB Data Management Task table.
    • Candidate business applications for retirement, migration, and investment: Identifies applications suitable for retirement, migration, or further investment based on indicator scores.
    • Business applications without cost data: Highlights applications lacking associated cost information.

    These insights help customers manage application lifecycles and make informed decisions about resource allocation and risk mitigation.

    Business Portfolio

    Provides insights into business capabilities and associated applications to support effective management aligned with organizational goals.

    Information Portfolio

    Allows tracking of information objects related to business applications and integrations within the enterprise.

    Technology Portfolio

    Focuses on tracking technology lifecycle risks across business applications, application services, servers, software products, and hardware models. Key functionalities include:

    • Risk filters: View technology risks projected over 1, 3, 6, 12, or 18 months, with a default 1-month view.
    • Production instance toggle: Option to filter and view only production instances with lifecycle risks.
    • Comprehensive risk list: Access a sorted list of all technology lifecycle risks by earliest lifecycle date, with export capabilities in Excel, CSV, JSON, or PDF formats.

    The technology lifecycle risks data is sourced from the TPM Discovered Technologies table, with fields detailing business applications, related services, element types (software, hardware, software product), lifecycle dates (end of support, extended support, end of life), and usage context (e.g., production or staging).

    You can view the insights for your business portfolio, information portfolio, application portfolio, and technology portfolio.

    You can see the details such as the following:
    • Desired and scripted audits
    • Hardware models
    • Software products that are facing high and moderate technology risks
    • Pending certification instances that are open and not 100% complete

    The last refreshed time shows when the results were refreshed in your browser. You can manually refresh the results by using the refresh icon (Refresh icon). You can navigate to the full list by selecting the View list button. You can see the details of a record by selecting it.

    Figure 1. Insights view
    Insights view
    Application Portfolio
    Track information for your business applications. The cards displayed in this section are:
    • Past due certification tasks for business applications: Displays the number of application certification tasks that are past due. This card isn’t displayed if there are no certification tasks or there are no certification tasks that are past due. The data for this card is calculated from the CMDB Data Management Task (cmdb_data_management_task_list) table.
    • Candidate business applications for retirement: Displays the number of business applications that are fit for retirement, based on their indicator scores.
    • Candidate business applications for migration: Displays the number of business applications that are fit for migration, based on their indicator scores.
    • Candidate business applications for investment: Displays the number of business applications that are fit for further investment, based on their indicator scores.
    • Business applications w/o cost data: Displays the number of business applications that lack any cost data associated with them.
    Note:
    To learn about application indicator scores, see Configure indicators.
    Business Portfolio
    Get insights on your business capabilities, business applications and manage them effectively to fulfill the goals of your organization.
    Information Portfolio
    Track the details of the information objects that are related to the business applications and integrations in your enterprise.
    Technology Portfolio
    Track the technology lifecycle risk for business applications, application services, servers, software products, and hardware models.
    Track technology risks

    Use this filter to see the risks for the next 1 month, 3 months, 6 months, 12 months, and 18 months. By default, the 1-month filter is applied.

    Show only production instances
    Use this toggle button to see only productions instances that are having technology lifecycle risks. By default, this filter is off.
    View all technology lifecycle risks
    Select this link to see the list of all technology lifecycle risks sorted by earliest lifecycle date, which means the earliest date when a technology lifecycle risk is to happen. You can also export the Technology lifecycle risks information to Excel, CSV, JSON, or PDF as required.

    The data in the Technology lifecycle risks table is fetched from the TPM Discovered Technologies [sn_apm_tpm_discovered_technology] table.

    Table 1. Technology lifecycle risks
    Field Description
    Earliest lifecycle date The minimum of End of support or End of extended support or End of life dates
    Business application Name of the business application
    Application service Service associated to the business application
    Type Element type. Choices are:
    • Software
    • Hardware
    Software product Name of the software product
    Hardware model Model number for the hardware product
    Server Name of the server that is associated with the software product or hardware model.
    End of support date The end of support date for the software product or hardware model
    End of extended support date The end of extended support date for the software product or hardware model
    End of life date The end of life date for the software product or hardware model
    Used for The application service being used for. For example, production or staging.
    TPM technology lifecycle The link to the TPM technology lifecycles of the hardware model or software product.