--- sourceDocument: Yokohama Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # ServiceNow Otto for Strategic Portfolio Management # ServiceNow Otto for Strategic Portfolio Management {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of ServiceNow Otto for Strategic Portfolio Management ServiceNow Otto for Strategic Portfolio Management (SPM) is an AI-powered application designed to enhance strategic planning, demand creation, project insight generation, and story creation from epics within ServiceNow. It empowers product, project, and demand managers to streamline workflows using generative AI agents and Now Assist skills, improving efficiency in managing portfolios and projects. Show full answer Show less ## Key Features * **Feedback and Text Summarization:** Summarizes feedback from Strategic Planning and documents to support demand creation. * **Conversational Demand Creation:** Enables creating demands through natural conversational interactions. * **Insight Generation:** Produces actionable insights for projects to drive better decision-making. * **Story Generation from Epics:** Automatically generates stories to support agile development workflows. * **AI Model Providers:** Supports multiple AI providers including Now LLM Service, Azure OpenAI, Google Gemini, and Anthropic Claude on AWS, configurable via AI Control Tower and AI Admin Hub. ## Important Considerations * Availability of AI models and Now Assist features varies by region, data center environment, and customer type (e.g., in-country SKUs, FedRAMP, NSC DOD IL5, Australia IRAP-Protected, self-hosted). * Some AI capabilities are restricted or unavailable in regulated markets; customers should verify current availability. * Data used by the application may be transferred to centralized ServiceNow environments or third-party cloud providers like Microsoft Azure, following ServiceNow's internal policies. * ServiceNow collects data inputs, outputs, and interactions from the application to improve AI technologies, with an option for customers to opt out of data collection. ## AI Usage and Limitations This application leverages evolving AI and machine learning technologies that may not always provide fully accurate or complete results. Customers are responsible for validating AI outputs, applying human oversight, and ensuring suitability for their specific use cases---particularly in sensitive or high-impact areas such as healthcare, finance, legal, or security. Compliance with ServiceNow's AI Acceptable Use Policy is required. ## Getting Started and Support * Users should configure the application according to their needs to activate ServiceNow Otto for SPM features. * Resources are available to learn about forms, fields, and AI agent usage within the application. * For troubleshooting, customers can access the Known Error Portal and contact ServiceNow Customer Service and Support. Use the ServiceNow® ServiceNow Otto for Strategic Portfolio Management application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights for projects, and generate stories from epics. Product, project, and demand managers can use the Now Assist skills and AI agents to streamline their projects and workflows. ## Get started {#now-assist-spm__section_wsp_hjf_1zb} |-|-|-| | [ExploreLearn more about ServiceNow Otto for SPM](https://www.servicenow.com/docs/H5ycmiMCiv7sUc2kX94ozg "Use ServiceNow Now Assist skills and AI agents in multiple SPM workspaces to transform Strategic Portfolio Management (SPM) into a continuous value engine-embedding intelligence across every stage and to provide optimize resources and smarter investments resulting in delivering continuous value.") | [ConfigureConfigure the application to get started with ServiceNow Otto for SPM](https://www.servicenow.com/docs/6fD5w9QmjYonNHglXbWl0w "If you have the admin role, you can configure the ServiceNow Otto for Strategic Portfolio Management application to enable generative AI skills in Strategic Planning, Project Workspace, Demand Management, or Enterprise Agile Planning.") | [Use AI agentsUse the generative AI agents of ServiceNow Otto for SPM](https://www.servicenow.com/docs/jEMBulfedqDZa82RXt98xQ "Use the AI agents for SPM to monitor project tasks autonomously.") | | [UseUse the generative AI capabilities of ServiceNow Otto for SPM](https://www.servicenow.com/docs/lA1RaZNIlfOeY28eaA_u7w "With the ServiceNow Otto for Strategic Portfolio Management application, you can summarize feedback, create demands, generate document summaries, and refine planning item descriptions for clarity and alignment. You can also quickly produce and share project insights via email and use the AI agents to monitor project tasks autonomously.") | [ReferenceLearn about forms and fields of ServiceNow Otto for SPM](https://www.servicenow.com/docs/6PHrbW5bK64cl7bmyowAYA "Reference information to provide additional information about tables, roles, and properties installed with ServiceNow Otto for SPM.") | | [ ] {#now-assist-spm__table_xsp_hjf_1zb} Important: * Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the [KB1584492](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1584492) article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.{#now-assist-spm__na-in-country-notice} * Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the [KB0743854](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0743854) article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.{#now-assist-spm__na-restricted-envs-notice} * Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.{#now-assist-spm__na-standalone-language-notice} * Some AI products and skills are not available in Regulated Markets. For more information, see [KB2593939: Regulated Markets AI Products/Skills Not Available](https://support.servicenow.com/kb?id=kb_article_view&sys_kb_id=e8d7cc82475aba90b7832920326d4362). Be sure to check for availability updates in future releases. {#now-assist-spm__ul_j3b_4vd_wcc} You can use Now LLM Service, Azure OpenAI, Google Gemini, or Anthropic Claude on AWS as the AI model provider for Now Assist skills and AI agents. Use the Configuration Controls in [AI Control Tower](https://www.servicenow.com/docs/access?context=ai-model-providers&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US) to define which options are available, then you can set skill-level preferences in the [AI Admin Hub console](https://www.servicenow.com/docs/access?context=manage-large-language-models&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).{#now-assist-spm__available-llms} ## Troubleshoot and get help {#now-assist-spm__section_ctp_hjf_1zb} * [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477) * [Contact Customer Service and Support](https://support.servicenow.com/now?draw=case) {#now-assist-spm__ul_dtp_hjf_1zb} ## AI limitations {#now-assist-spm__section_yh2_5yf_1zb} This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by [ServiceNow's AI Acceptable Use Policy](https://www.servicenow.com/ai-acceptable-use-policy.html), which may be updated by ServiceNow.{#now-assist-spm__p_kv2_nfg_h1c} ## Data processing {#now-assist-spm__section_j4z_vyf_1zb} This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our [CORE Compliance Portal](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067).{#now-assist-spm__p_lv2_nfg_h1c} ## Data collection {#now-assist-spm__section_op1_xyf_1zb} ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect task data (for Case Assist) and chat transcripts (for Chat Assist). Customers can opt out of future data collection at any time, as described in the [Now Assist Opt-Out page](https://www.servicenow.com/docs/access?context=opt-out-of-data-sharing-for-now-assist&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US). For more information, see the [Now Assist documentation](https://www.servicenow.com/docs/access?context=platform-now-assist-landing&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).