Exploring Digital Portfolio Management
Summarize
Summary of Exploring Digital Portfolio Management
The Digital Portfolio Management (DPM) Workspace in ServiceNow offers a centralized environment to manage all your solutions—including services, service offerings, business applications, and application services—throughout their full life cycle of plan, build, run, and optimize. It enhances visibility and control by enabling users to track key performance indicators (KPIs) and drill down into solution details to assess impacts and performance.
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Key Features
- Centralized Solution Management: View and manage solutions across their entire life cycle in a unified workspace.
- KPI Group Tracking: Set up and monitor KPI groups to track solution performance and thresholds.
- Role-Based Access and Functions:
- DPM Admin: Configures the workspace, including tabs, KPI groups, thresholds, portfolios, and integrations with ServiceNow and third-party apps.
- DPM Manager: Views all solutions and KPIs, personalizes workspace, manages portfolios, creates demands and continual improvement initiatives, and oversees service/application life cycles.
- Portfolio Management: Create and manage personal and enterprise portfolios to organize and visualize solutions.
- Integration Capabilities: Integrate with Strategic Planning for roadmaps, DevOps Change Workspace for development metrics, and Process Mining for KPI status and adjustments.
- Service Impact Visibility: Access details on critical incidents, outages, changes, risks, and audits affecting services and applications.
- Alignment with CSDM: Supports Common Service Data Model guidelines for a holistic IT landscape view.
Key Outcomes
- Improved Lifecycle Management: Enables efficient planning, building, running, and optimizing of IT solutions to better meet business needs.
- Enhanced Decision-Making: KPI tracking and detailed solution insights provide actionable data to improve service performance and mitigate risks.
- Streamlined Portfolio Oversight: Personal and enterprise portfolios offer structured views that help managers and admins maintain control over complex solution environments.
- Better Integration and Reporting: Seamless links to Strategic Planning, DevOps, and Process Mining enhance overall IT and business strategy alignment.
Next Steps for ServiceNow Customers
To effectively leverage the DPM Workspace, customers should explore the configuration options, learn how to work with portfolios and solution data, and understand the roles of DPM admins and managers. ServiceNow provides guides on configuring Digital Portfolio Management and getting started to maximize the value of this workspace.
Learn about the Digital Portfolio Management (DPM) Workspace features and benefits to manage all of your solutions in one place. Solutions in the context of DPM are services, service offerings, business applications, and application services.
Digital Portfolio Management overview
- View and manage all your solutions in a central workspace through the full life cycle of plan, build, run, and optimize.
- Use key performance indicator (KPI) groups to track how each solution is performing.
- Drill down to the details of each solution to see the impacts.
Digital Portfolio Management users
| User | Description |
|---|---|
| DPM admin | The DPM admin role sets up the DPM Workspace environment, including the tabs that show, key performance indicator (KPI) groups and thresholds, and integrations with other ServiceNow and third party applications. |
| DPM manager | The DPM manager role works in the DPM Workspace environment to view all solutions and their KPI metrics. |
Digital Portfolio Management workflow
Both DPM admins and DPM managers benefit from working in the DPM Workspace.
- With a DPM admin role, you can:
- Configure DPM Workspace solution pages.
- Create and map key performance indicator (KPI) groups.
- Create enterprise portfolios.
- Use the DPM
Admin Center guided walk-through to:
- Identify solutions to configure
- Identify portfolios
- Assess planning items
- Assess build metrics
- Map KPI groups
- Learn about the next steps that you can take
- With a DPM manager role, you can:
- Personalize your DPM Workspace homepage.
- Create and manage personal portfolios.
- Create demands and continual improvement initiatives (CIM).
- Manage the end-to-end life cycle of your services and applications.
Digital Portfolio Management benefits
The Digital Portfolio Management Workspace provides several benefits to help you manage the life cycle of services, service offerings, business applications, and application services.
| Benefit | Feature | Users |
|---|---|---|
| Manage the full life cycle of your services in the plan-build-run framework to visualize your services and to plan for them in the future. | Digital Portfolio Management life-cycle management | DPM manager |
| Align with the Common Service Data Model (CSDM) to get a holistic view of your IT landscape. | Apply the CSDM guidelines to Digital Portfolio Management | DPM admin |
| View all services, service offerings, application services, and business applications in personal portfolios and enterprise portfolios. | Work with portfolios in Digital Portfolio Management |
DPM manager to view solutions. DPM admin to create enterprise portfolios. |
| View and set up key performance indicator (KPI) groups for services, service offerings, application services, and business applications. | KPI groups in Digital Portfolio Management |
DPM manager to view KPI groups and metrics. DPM admin to set up and adjust KPI groups. |
| Integrate with the ServiceNow® Strategic Planning application to see the roadmap of services, their performance levels, and to view a comprehensive roadmap. | View service and service offering details |
DPM manager |
|
See service impacts such as critical incidents, outages, changes, risks, and audits. You can also see when other teams are mitigating such impacts. |
View business application details |
DPM manager |
|
See DevOps Change Workspace data for business application details on accelerate metrics and flow metrics. |
DevOps value stream metrics in Digital Portfolio Management |
DPM manager to view DevOps data. DPM admin to turn on the DevOps system property. |
|
Integrate with Process Mining to see the status of solution KPI metrics, and adjust as needed. |
Configure Digital Portfolio Management to integrate with Process Mining |
DPM manager to view Process Mining data. Process Mining analyst to enable the system property. See Process Mining components for Digital Portfolio Management. |