Strategic Portfolio Management

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Strategic Portfolio Management

    ServiceNow® Strategic Portfolio Management (SPM) enables organizations to strategically align work with business goals to accelerate digital transformation. It supports planning, delivering, and tracking value across multiple methodologies, helping you drive customer value faster and improve productivity. SPM provides a unified environment to innovate from product feedback, manage projects and resources, and collaborate efficiently without switching tools.

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    Key Features

    • Now Assist for SPM: Incorporates generative AI skills to enhance productivity within SPM applications.
    • Strategic Planning Workspace: Facilitates innovation, alignment of work with strategy, and flexible execution configurations.
    • Project Workspace: Centralized interactive space for planning and managing projects.
    • Resource Management Workspace: Central view of resource allocation and workload distribution.
    • Portfolio Planning Workspace: Improves traditional product and portfolio management capabilities.
    • Collaborative Work Management: Enables team collaboration from a single workspace, reducing the need to switch between multiple tools.
    • Project Portfolio Management Classic: Simplified, team-focused approach to managing demands, projects, programs, and portfolios.
    • SPM Custom Tables: Allows extending and customizing SPM applications with additional features and capabilities.
    • Organization Extension Plugin: Activates modules for Goals, Business Units, Enterprise Strategy, and Business Unit Strategy to support organizational alignment and planning.
    • Integration and Extensions: Includes integrations with Microsoft Azure DevOps, Atlassian Jira, and tools for Agile development, time card management, and cost management.

    Practical Use and Benefits

    SPM helps ServiceNow customers:

    • Align execution with business goals and priorities through goal setting, target management, and progress evaluation.
    • Manage resources effectively to optimize workload and capacity across projects and portfolios.
    • Enhance collaboration and reduce tool-switching through centralized workspaces.
    • Leverage AI-driven assistance to increase productivity and decision-making quality.
    • Customize the platform to meet specific organizational needs using SPM custom tables and plugins.
    • Access secure dashboards and reports via specialized plugins with read-only roles for controlled visibility.

    Getting Started

    To maximize the value of Strategic Portfolio Management, customers should explore strategic planning and goal frameworks offered within the platform. The Customer Success Center provides additional resources to help deliver business outcomes with speed and agility. Understanding key concepts such as Agile methodologies, project portfolio management, and resource management supports effective adoption.

    Strategically align work with business goals to deliver products and services. ServiceNow® Strategic Portfolio Management (SPM), enables digital transformation by helping you can plan, deliver, and track value across different methodologies and drive customer value faster.

    Organization Extension (com.snc.organization_extension) plugin

    Organization Extension (com.snc.organization_extension) plugin activates Goals, Business unit, Enterprise strategy, and Business unit strategy entities. It is available on zBoot to all customers with demo data.

    Business Units, Goals, Enterprise Strategy, and Business Unit Strategy modules are available in the Organization application menu.

    Business Applications and Business Capabilities modules are also available within the Organization application menu, however, their related tables are moved to Configuration Management (CMDB) (com.snc.cmdb) plugin, which is available on zBoot but without demo data.

    Learn

    Get started

    • Understand how to deliver business outcomes with speed and agility using ServiceNow SPM. For more information, see Customer Success Center.
    • Learn how to align execution with business goals and priorities. For more information, see Strategic Planning.
    • Create goals, set targets for them, and evaluate the progress of your goals and targets to accomplish the organizational plans and drive business outcomes. For more information, see Goal Framework and Goal Framework for SPM.
    • Enhance your SPM capabilities with specialized plugins that provide read-only roles for various modules, confirming secure access to dashboards and reports.

    Applications and features