Now Assist for Strategic Portfolio Management (SPM)
Summarize
Summary of Now Assist for Strategic Portfolio Management (SPM)
The ServiceNow® Now Assist for Strategic Portfolio Management (SPM) application leverages generative AI to enhance strategic planning, project, and demand management processes. It enables users to summarize feedback, generate project insights, create demands through conversational experiences, and produce stories from epics. This solution is designed to help product, project, and demand managers streamline workflows and improve efficiency within Strategic Portfolio Management.
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Key Features
- Feedback and Text Summarization: Quickly summarize feedback from strategic planning sessions or documents.
- Conversational Demand Creation: Create demands using an intuitive conversational interface.
- Project Insights Generation: Automatically generate insights to aid project management decisions.
- Story Generation: Generate stories from epics to support agile development.
- AI Model Providers: Supports various AI models including Now LLM Service, Azure OpenAI, Google Gemini, and Anthropic Claude on AWS, configurable via AI Control Tower and Now Assist Admin console.
Important Considerations
- Not all AI models or features are available in all regions or environments, such as in-country SKUs, FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, self-hosted deployments, or regulated markets.
- Customers should check availability updates in future releases and review relevant knowledge base articles for detailed restrictions.
- AI-generated outputs may not always be accurate or complete; human oversight and validation are essential, especially in critical domains like healthcare, finance, legal, and security.
- Users must comply with ServiceNow’s AI Acceptable Use Policy.
Data Handling and Privacy
- Data used by this application may be transferred to centralized ServiceNow environments or third-party cloud providers (e.g., Microsoft Azure) following ServiceNow’s internal policies and compliance standards.
- Input, output, and edits are collected to improve ServiceNow technologies and AI products, including chat transcripts and task data.
- Customers can opt out of data collection at any time as described in the Now Assist Opt-Out documentation.
Getting Started and Support
- Customers can configure Now Assist for SPM via the application settings and AI Control Tower controls.
- Support resources include the Known Error Portal and Customer Service and Support channels.
Use the ServiceNow® Now Assist for Strategic Portfolio Management (SPM) application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights for projects, and generate stories from epics. Product, project, and demand managers can use the Now Assist skills and AI agents to streamline their projects and workflows.
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- Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the KB1584492 article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.
- Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.
- Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.
- Some AI products and skills are not available in Regulated Markets. For more information, see KB2593939: Regulated Markets AI Products/Skills Not Available. Be sure to check for availability updates in future releases.
You can use Now LLM Service, Azure OpenAI, Google Gemini, or Anthropic Claude on AWS as the AI model provider for Now Assist skills and AI agents. Use the Configuration Controls in AI Control Tower to define which options are available, then you can set skill-level preferences in the Now Assist Admin console.
Troubleshoot and get help
AI limitations
This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow.
Data processing
This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal.
Data collection
ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect task data (for Case Assist) and chat transcripts (for Chat Assist). Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page.
For more information, see the Now Assist documentation.