Welcome to the Digital Portfolio Management (DPM) Community series!
CHECK OUT OUR LATEST ARTICLE THAT GIVES STEP BY STEP GUIDANCE ON IMPLEMENTING DPM AND MATURITY MODEL HERE - Digital Portfolio Management - Adoption Playbook
Are you ready to start your DPM implementation journey? This guide gives you valuable information you can share with your team, including proven guidance and links to key resources—all designed to set you on the path to success. While this guide is primarily designed for ServiceNow platform owners, it also contains useful information if you have a different role in your organization.
Let’s get started!
Guide Overview
Here’s an overview of the topics we will cover in the guide:
- Start by familiarizing yourself with Digital Portfolio Management
- Help organizations to align strategic investments to achieve business outcomes
- Learn how to work successfully with ServiceNow experts
- Chart a path to successful self-implementation
- Prepare for organizational change
- Bookmark the ServiceNow Customer Success Center (CSC)
Start by familiarizing yourself with Digital Portfolio Management
Digital Portfolio Management (DPM) is a unified workspace that allows service and application owners to holistically view and collectively manage their services and applications through the full lifecycle of Plan, Build, Run, and Optimize - all from a single workspace. DPM pulls in data from across the ServiceNow platform and surfaces it to the user in the context of the portfolios owned by them and enterprise portfolios under their purview. It has multiple features which make cater to the persona of a Solution Owner.
Here are the key product features to focus on first:
- Enterprise Portfolios help organize services and offerings into logical hierarchies.
- Personal Portfolios provide solution owners with flexibility to holistically manage their services, applications, and products.
- Roadmap Planning provides top-down planning to align investments and teams to strategy.
- Service Impacts are displayed in context, surfacing important outages, changes and incidents that may affect performance.
You can get an high-level overview of these features in the DPM product page and data sheet. DPM is available on the ServiceNow app store and is included with ITSM Standard/Pro/Ent, SPM Standard/Pro, and APM licenses. You can checkout DPM community hub as well to get more resources and support.
This Academy Session is another good resource that will help you on your DPM journey as it walks through the personas, portfolios and the steps to build your service in Service Builder.
If you are new to ServiceNow, we also strongly recommend that you take this very short Get Started with the Now Platform course to learn the platform basics. If you want a deeper dive into using the Now Platform, a longer ServiceNow Fundamentals course is also available.
Identify your desired business outcomes
Before you start to implement DPM, it is critical to have a clear vision of what you want to accomplish. DPM allows you to deliver many positive business outcomes, and you can achieve all this over time. However, by deciding which outcomes are most important for your organization and agreeing on them with your stakeholders, you can set clear expectations and tailor your initial implementation to realize these goals.
DPM enables our customers with the following outcomes:
- Improve user experience by creating a central workspace to manage the end-to-end lifecycle of services, applications, and products
- Enable better decision making by providing users with holistic and real-time data for their services, applications, and products
- Gain proactive visibility into technical, operational, roadmap and initiative dependencies
If you want guidance on maximizing the value of your DPM investment, ServiceNow success maps show you how to envision, create, validate, and champion value using Now Value, our proven methodology to realize success with ServiceNow. This success map gives an overview of implementing, maintaining, and getting maximum value from DPM.
Chart a path to successful implementation
Work with ServiceNow experts
If you have chosen to work with a ServiceNow partner or ServiceNow Expert Services for your implementation, it’s important to clearly communicate the business outcomes you want to achieve and agree on a well-structured roadmap to attain these goals. If you need guidance on successfully engaging with an implementation partner, this workbook is an excellent starting point.
To accelerate time to value and reduce risk, make sure that your partner uses Now Create, ServiceNow’s library of more than 700 leading implementation practices. We also recommend you use Now Create if you are self-implementing, as it provides a wealth of assets designed to guide you to success.
If you want to work with a partner but haven’t selected one yet, check out our Partner Finder or talk to your ServiceNow account representative about ServiceNow Expert Services. We can also work with your chosen partner to infuse our expertise into your implementation through our ServiceNow Assure service offering.
For those of you who have purchased ServiceNow Impact services you will have ServiceNow experts and resources at your fingertips to help you through your implementation of DPM and achieving your goals. If you do not have a ServiceNow Impact package, consider how having dedicated resources, discounted training, and jumpstart services can help you get the most out of your ServiceNow investment. Read more here.
Choose self-implementation
Build your team’s skills
If you are planning to self-implement, you need to give your platform team the skills they need to succeed. The best way of doing this is to become a certified ServiceNow professional. We offer several certification paths for different roles on your team. Check out the links below:
- IT Service Management certification
- ServiceNow Administrator certification
- Application Developer certification
- Common Service Data Model (CSDM) Fundamentals
These courses are a great starting point for understanding fundamentals of DPM and CSDM which is the data model used by DPM.
Make your implementation smooth and easy
For a comprehensive implementation process framework that is proven to scale to the largest, most complex global deployments, check out our Success Packs on Now Create. Success Packs tailor our core Now Create methodology consisting of more than 700 leading practices to deliver business outcomes aligned with specific product sets. Here’s the Success Pack for Digital Portfolio Management:
Join the ServiceNow community for DPM Articles and Videos
Visit the DPM community hub and review DPM Tookit Articles and useful resources related to Digital Portfolio Management. You’ll find best practices and other useful resources for the workspace implementation, and it’s also the forum to talk to ServiceNow experts, get your questions answered, and connect with other community members.
Understand ServiceNow releases and upgrades
If you’re not already on the latest ServiceNow release, we strongly recommend that you upgrade before you go live. By upgrading, you get new ServiceNow innovations into the hands of your users faster, get access to the latest performance and security enhancements, and ensure that support is there when you need it. To make your upgrade smooth and successful, look at these upgrade resources.
Prepare for organizational change
To successfully deploy DPM, you need your business to understand and use DPM, and to recognize its benefits. With many different stakeholder groups, it is essential to ensure everyone understands the benefits for them, and how to get the most value out of the system.
This webpage provides detailed guidance on how to plan for organizational change. If you need help creating a winning communications plan, this communications plan template also provides useful advice.
The following courses are a great starting point for training your agents and other DPM process users:
Bookmark these resources!
ServiceNow Customer Success Center -- The CSC is a one-stop shop that gives you instant access to proven methodologies, leading practices, and expert insights and advice.
NowSupport -- You can get technical issues resolved quickly by contacting our team comprised of ServiceNow employees with deep product knowledge and real-world experience. Read more here on how to use support.
Refer to the DPM Toolkit Community Article Series to view more resources on DPM. Checkout the new DPM community hub and ask your questions in the DPM forum.
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