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Steph Morillo
Welcome to the Strategic Portfolio Management (SPM) Quick Start Guide
If you're just starting your Strategic Portfolio Management journey, then you've come to the right place. This
Guide Overview:
Here’s an overview of the topics we will cover in the guide:
- Strategic Portfolio Management overview
- What are the business outcomes you can expect?
- What to know before getting started?
- Steps to quick success
- Demos and other helpful resources
Strategic Portfolio Management
ServiceNow Strategic Portfolio Management (SPM) helps define leaders to translate strategy into outcomes that drive business value. It allows organizations to prioritize and fund what matters most, build a roadmap to guide investments, communicate plans, and track progress. SPM empowers teams to plan and execute work in any method while consolidating and centralizing business demand.
- Roadmap strategy to maximize outcomes
- Align investments to implement strategy
- Deliver work using any methodology
What are the business outcomes you can expect from Strategic Portfolio Management?
Before you start to implement Strategic Portfolio Management it’s critical to have a clear vision of what you want to accomplish. Strategic Portfolio Management allows you to deliver several 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.
Strategic Portfolio Management benefits:
- Focus on the right work to achieve the right business results
- Respond quickly and decisively when changes are needed
- Increase the amount of work delivered that is aligned to strategy
- Drive customer value faster using generative AI
Before You Get Started
Before you get started with Strategic Portfolio Management, check, and consider the following:
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Customer Type
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This guide is designed for new customers who are starting their journey to enhance strategic alignment with increased agility and visibility to enterprise-wide work.
This blog may also cater to customers who are upgrading to our Next Experience. You can also review the Next Experience page to learn more about how to get started, recommended practices, and things to consider. |
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Feature Type
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Check the product documentation for functionality that is not supported, and verify your instance is not using this functionality or there is a migration plan to replace unsupported functionality. Refer to the application page in the ServiceNow Store to ensure you have the required plugins and dependencies for the applications you are installing.
Additionally consider the Release & Upgrades page to maximize your efficiency and value
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Organization Involvement |
The ServiceNow Organizational Change Management guide 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.
Roles & Personas (Stakeholders):
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Steps to quick success
Step 0: Explore the SPM Product Documentation & Familiarize with our Modules
- Review the SPM Product Docs on the ServiceNow Docs page.
- Additionally review the SPM Welcome Guide to understand which modules are included in the different licenses and related videos
- Check the video: Supercharge your SPM implementation journey
Step 1: Implementation Partners & Define your path to implementation
Consider your options for implementation. Do you want ServiceNow Experts to implement? Or perhaps one of ours partners? Or even self-implementation. This article will give you a brief overview of your implementation options: Implementation Success.
Step 2: Define your success metrics
Before you start your implementation journey of Strategic Portfolio Management (SPM), it’s essential to have a clear vision of what you want to accomplish. Strategic Portfolio Management (SPM) allows you to deliver multiple positive business outcomes, and you can achieve this over time. Here’s a primer on how to achieve success:
Step 3: Kick-start your implementation journey with our Now Create Assets!
- For a comprehensive implementation process framework that is proven to scale to the largest, most complex global deployments, check out our Process Guides, Scoping Guides, Success Packs and Implementation Sequence 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.
- Explore the recommended Strategic Portfolio Management Implementation Guide
- Also check our consolidated resources from Now Create:
Step 4: SPM Training & Key Resources
- Watch the Strategic Portfolio Management Video
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SPM Product Learning and Training
- Check our SPM Glossary (Coming Soon!)
- Check our module level Quick Start Guides
Other Resources:
- Customer Success Center - the starting point to define your success path.
- SPM Community - a good place to start to engage with other customers and the many ServiceNow experts. Make sure you subscribe for the latest release updates including Release Delta Decks.
- Understand the importance of Organization Change Management (OCM).
- This Operating Model is a great example of how an organization can structure its ServiceNow support operations.
- ServiceNow Store Apps - many of the SPM features are delivered in the ServiceNow Store, subscribe to get the latest updates.
- Product Documentation Store Apps - detailed release notes for the SPM Store Apps.
- ServiceNow Support - having a challenge with ServiceNow, enter a ticket on ServiceNow Support. You will need a Support ID.
- Resource Center - be sure to check out the Resource Center, where you find many additional learning and enablement aids.
- Learning Videos - short quick videos to advance your understanding of SPM.
Demos and other helpful resources
- Register for upcoming SPM webinars & Events: LiveOnServiceNow. Check out our past webinars recording here
- Demos & Quick Videos:
- Align work with Strategy
- SPM Project Management
- Webinar: How to Get Started with Strategic Portfolio Management (SPM)
