Navigate service enterprise portfolio templates in DPM

  • Release version: Yokohama
  • Updated April 16, 2025
  • 3 minutes to read
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    Summary of Navigate service enterprise portfolio templates in DPM

    This content introduces three service enterprise portfolio templates available in Digital Portfolio Management (DPM) for ServiceNow customers: the EDUCAUSE Higher Education IT Service Portfolio, the IT Service Portfolio, and the Sample Organizational Structure template. These templates use a nested content tree format with taxonomy nodes and service descriptions, facilitating clear navigation and customization of your enterprise service portfolio.

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    Choosing the right template depends on your organization's structure, sector, and IT service management needs. These templates serve as starting points that you can tailor by adding taxonomy nodes and services to better reflect your organization’s strategy and operational requirements.

    Sample Organizational Structure Template

    This template organizes IT services based on an organizational chart aligned under the Chief Information Officer (CIO). It includes enterprise taxonomy nodes such as Chief Information Security Officer (CISO), Development Director, Enterprise Architect, and others, with placeholder names and detailed descriptions suggesting how to build out each portfolio branch.

    Use case: Ideal for large organizations seeking to map IT services aligned with their organizational hierarchy. It is intended as a springboard to customize according to your specific organizational structure.

    IT Service Portfolio Template

    This template supports managing both strategic and operational aspects of IT services, aligning them with your business strategy. It includes enterprise taxonomy nodes such as Application Development & Deployment, Cybersecurity & Compliance, Data & Analytics Services, and IT Governance & Strategy, each with child nodes and related services.

    For example, under IT Governance & Strategy, services like AI Governance & Ethical AI establish frameworks for managing AI systems responsibly and compliantly.

    Use case: Suitable for organizations aiming to enhance the strategic and operational management of technology services. The template can be tailored to specific organizational needs.

    EDUCAUSE Higher Education IT Service Portfolio Template

    Designed specifically for higher education institutions, this template categorizes IT services around nodes such as Administrative and Business, Communication and Collaboration, Information Security, and Teaching and Learning. It includes services like Alumni and Advancement, Library Systems, and Student Information Systems, addressing unique higher education IT challenges.

    Services can be customized with details such as ownership, delivery management, vendors, and estimated spend.

    Use case: Best for higher education organizations seeking to organize IT services focused on their sector’s specific needs and to drive innovation and excellence through technology.

    Practical Guidance

    • Review the taxonomy nodes and service descriptions in each template to assess alignment with your organizational structure and IT management goals.
    • Customize the chosen template by adding or modifying taxonomy nodes and services to accurately reflect your enterprise IT portfolio.
    • Use the templates as a foundation to create or enhance your enterprise service portfolios, ensuring clarity and better alignment with your business or institutional strategy.

    Navigate three service enterprise portfolio templates: EDUCAUSE Higher Education IT Service Portfolio, IT Service Portfolio, and Sample Organizational Structure.

    Navigate the three enterprise service portfolio templates and decide which one to use. Templates are structured in a nesting content tree format with taxonomy nodes and services with descriptions. This structure helps you easily navigate your portfolio. For more information on creating a portfolio using one of these templates, see Create enterprise service portfolios using a template.

    Table 1. Sample Organizational Structure Template
    Description What does it include? Is it for me?
    This template provides guidance on how to use your organizational chart to organize services IT provides to the business.
    Enterprise taxonomy nodes with child nodes, placeholder names, and descriptions. The descriptions provide suggestions on how to build out each branch of the portfolio. Taxonomy nodes include:
    • Chief Information Security Officer (CISO)
    • Development Director
    • Enterprise Architect Director
    • Governance and Compliance Director
    • Innovation Director
    • IT Operations Director
    • Project Management Office (PMO) Director
    • Vendor Management Director
    		 The template is an example of how large organizations could be organized under the Chief Information Officer (CIO). Use this template as a springboard. Update it to match your organizational structure by adding services and additional taxonomy nodes.
    Table 2. IT Service Portfolio Template
    Description What does it include? Is it for me?
    The IT Service Portfolio template provides a way to manage both the strategic and operational aspects of technology within an organization. It helps align your IT services with your business strategy. Enterprise taxonomy nodes:
    • Application Development & Deployment
    • Cybersecurity & Compliance
    • Data & Analytics Services
    • End User & IT Support
    • Enterprise Operations & Support
    • Infrastructure & Cloud Services
    • IT Governance & Strategy
    Child taxonomy nodes. For example, End User & IT Support includes:
    • Collaboration & Productivity Tools
    • Device Management
    • End-User Support & Service Desk
    Services that relate to each of the taxonomy nodes. For example, under IT Governance & Strategy, IT Policies & Compliance:
    • AI Governance & Ethical AI
    • Auditing
    • Breach Management & Remediation
    • Business Continuity Planning & Management
    • Investigations
    • Records Management

    For example, AI Governance & Ethical AI service tracks the development, deployment, and management of AI systems. It establishes policies and frameworks for data privacy, security, and compliance with regulations like GDPR. By implementing ethical AI practices, organizations can mitigate risks, improve transparency, and ensure AI solutions align with societal and business values.

    		 If you're looking to improve the strategic and operational management of technology within your organization, this template serves as a valuable starting point and can be tailored to meet your specific needs.
    Table 3. EDUCAUSE Higher Education IT Service Portfolio Template
    Description What does it include? Is it for me?
    The EDUCAUSE Higher Education IT Service Catalog Portfolio template is designed to organize and describe IT services specifically for higher education institutions. It aims to provide clear and accessible information about various tools, resources, and programs that address the unique challenges and opportunities in higher education IT.
    Enterprise taxonomy nodes:
    • Administrative and Business
    • Communication and Collaboration
    • Desktop and Mobile Computing
    • Information Security
    • Infrastructure
    • IT Professional Services
    • Research
    • Teaching and Learning

    You can further add taxonomy nodes to best suit your institution.

    Services that relate to each of the taxonomy nodes:
    • Alumni and Advancement
    • Athletics
    • Auxiliary Systems
    • Business Capability and Process Automation
    • Data, Reporting, and Analytics
    • Facilities Management
    • Faculty Information Systems
    • Financial Procurement Systems
    • Human Resource Systems
    • Library Systems
    • Medical and Health Systems
    • Student Information Systems

    For example, under Administrative and Business, the services relate to the administrative and business functions of an institution.

    Another example is the Library Systems service. This includes access to digital collections like HathiTrust, inter-library loan (ILL), and infrastructure services like a digital media lab or micro-form scanners. You can edit each service to add an Owned by name, Delivery manager, Vendor, Estimated spend, and more.

    		 To determine if this template is for you, consider its focus on higher education IT challenges. Does your institution face specific IT challenges that are common in higher education?

    If you’re looking to drive innovation and excellence in higher education through technology, this template could be a valuable resource for you.

    For overview information on enterprise portfolios, see Enterprise portfolios. For more detailed information on enterprise portfolios, see Navigate portfolio types in Digital Portfolio Management.