Use Case scenarios for SPM - demand and resource management

[JDavies549]

Hi all,

My organisation is keen on utilising the OOTB SPM modules to assist with demand and resource management. Currently, our process is pretty basic with the use of Microsoft Forms and spreadsheets. One of the main issues around this is the reporting. We just don't have the required functionality to be able to accurately report on resource utilisation which is causing us a bit of a headache. This is where ServiceNow comes in...

The main ask at the moment is to have a customer submission form within the self-service portal where project managers can request resource from our team. This then populates a demand record in the back-end, where resource/demand managers can review these records and process them accordingly (approving the request). Obviously, notifications would be used to ensure clarity and visibility of the request being processed. 

I just wondered what experiences any of you had on using SPM out of the box, any pitfalls to avoid, and generally how this is managed? I've watched a number of videos, which helps to a degree, but we only really want to use a part of the SPM application (as mentioned above) as a starting point. I'm keen to learn more about what happens when a request comes in, how time is allocated, where user availability is recorded and what types of reports you use. I notice that scheduling is sometimes used to user availability, but I'm not entirely sure how this fits into the resource plans and so on.

Whatever advice or experiences people have with SPM, I would appreciate any additional info 🙂

Thank you.

Jon 

[JDavies549]

Thanks Uncle Rob. That's been useful :). One of the slight issues we have is that we do tend to work in silos. Currently, we are looking to implement SPM for one department/area. In an ideal world, each area would have come together to tackle this as an organisation and joint effort. We are hoping however, this will act as a foundation for other areas to come onboard and use the SPM OOTB method of projects and resourcing. I'm glad you appreciate and note the complexities around implementing SPM as we've gone around the houses quite a few times now! 

Thanks again for your time.

Jon

[Uncle Rob]

You wouldn't be hte first team to do it that way.
But being first you must now be the most disciplined.

You *must not* configure the crap out of it such that it is only useful to your team moving forward.