SPW, Portfolio Workbench, Demand Workbench - understanding the planning ecosystem of SPM

[JR Laprime]

Good morning,

Our organization is looking to roll out Strategic Planning Module to take advantage of the great tools and capabilities in the Strategic Planning Workbench.  What I am trying to wrap my head around is how these new tools play with the existing SPM tools of Portfolio and Demand Workbenches.

My interpretation is that the Portfolio and Demand Workbenches are the pre-planning tools.

• Demand Workbench is used to assess new demands and determine which should be activated or rejected.  This would be especially useful in reviewing the ad hoc demand submissions that occur after yearly planning is completed.
• Portfolio Workbench is used is yearly planning efforts for what-if scenario planning and drafting a recommended portfolio yearly plan.
• Strategic Planning Workspace would use the outputs of the pre-planning efforts in the forementioned tools as inputs to finalizing a strategic plan, prioritizing the approved/committed work, and building out roadmaps. 

Am I in the ballpark or am I missing the mark with my understanding of these tools?  How do others leverage these (and potentially other legacy SPM) tools with the new Strategic Planning Module/Workbench capabilities?  What best practices or ServiceNow product recommendations may exist for leveraging these?

As always, thanks in advance to this great ServiceNow Community and all your continued help!

[Carina Hatfield · Accepted solution]

Hi JR,

Thank you for the post.  It's a thoughtful approach to how you can think of our current experiences.  We actually are going to be adding scenario planning in the Strategic Planning Workspace in 2024.  There is a design partnership program if you would like to join.  Feel free to reach out to galit.benari@servicenow.com to learn and provide feedback.  She would love to talk to you about what you are doing with portfolio workbench as well.

Currently, the legacy Demand Management is an input into Strategic Planning Workspace.  Many of our customers use it and have customized it.  We would like to move it into the next experience but will be conducting some discovery efforts first to figure out if it should be a separate experience or integrated fully into strategic planning workspace.  

For anyone else in the community that would want to provide inputs into this discussion, it is very much welcomed.  It's a journey to move the older experiences into the new workspaces so we love to be able to collaborate with our customers!

[David Capuano]

i would like to take part in discussions.  Our organization is trying to evolve the SPM process.  Utilizing Idea, Demand, etc to get to more standard workflows with the eye to resource and capacity planning.   

[Namita Mishra]

Hi @David Capuano ,

Thanks for sharing the interest.

You can reach out to @Galit Ben Ari  at galit.benari@servicenow.com.

Wish you Merry Christmas and Wonderful 2024 !

Thank You!
Namita Mishra

[shamshadkhan]

The SPM seems to be in the process of being reimagined as a solution. This is going to be a great product when it is completely done. For now it is a lot of work to keep up with the current PPM/ITBM  and various building blocks being release for the SPM.