---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

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    - zurich

ft:locale :

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ft:publication_title :

    - Zurich Strategic Portfolio Management

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---

# Strategic Portfolio Management

# Strategic Portfolio Management {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Strategic Portfolio Management

ServiceNow® Strategic Portfolio Management (SPM) empowers organizations to strategically align their work with business goals, enabling digital transformation by planning, delivering, and tracking value across various methodologies.
SPM helps you accelerate customer value delivery, improve productivity, and manage portfolios, projects, and resources from centralized, interactive workspaces.
Show full answer Show less  

## Key Features

* **Now Assist for SPM:** Utilizes generative AI to enhance productivity within SPM applications.
* **Strategic Planning Workspace:** Allows innovation from product feedback, strategic alignment, and flexible execution configurations.
* **Project Workspace:** Centralized interactive environment to plan and manage projects effectively.
* **Resource Management Workspace:** Offers visibility into resource allocation and workload distribution from a single location.
* **Portfolio Planning Workspace:** Enhances traditional product and portfolio management capabilities.
* **Collaborative Work Management:** Facilitates team collaboration within a unified workspace, reducing the need to switch between tools.
* **Project Portfolio Management Classic:** Provides a simplified, team-focused approach to managing demands, projects, programs, and portfolios.
* **SPM Custom Tables:** Enables extension and customization of SPM applications with added features and capabilities.
* **Organization Extension Plugin:** Activates modules including Goals, Business Units, Enterprise Strategy, and Business Unit Strategy, supporting goal setting and strategic planning. Related business applications and capabilities integrate with the Configuration Management Database (CMDB).

## What You Can Expect

* Ability to define and track organizational goals and targets to drive business outcomes.
* Enhanced visibility and control over projects, portfolios, and resources from centralized workspaces.
* Improved collaboration and streamlined work management across teams.
* Integration with popular development tools such as Microsoft Azure DevOps and Atlassian Jira to support Agile development.
* Access to specialized plugins that provide secure, read-only roles for dashboards and reports, ensuring controlled access to sensitive information.
* Support for exporting portfolio information to PowerPoint, cost management, test management, and time card management.

## Getting Started

To begin leveraging SPM, focus on aligning execution with business priorities and creating measurable goals using the Goal Framework. Utilize the Strategic Planning workspace to innovate and track progress. For detailed guidance, refer to ServiceNow's Customer Success Center and Strategic Planning documentation.  
Strategically align work with business goals to deliver products and services. ServiceNow®
Strategic Portfolio Management (SPM), enables digital transformation by helping you can plan, deliver, and track value across different methodologies and drive customer value faster.

|-|-|-|-|
| [Improve productivity with Now Assist for SPMLearn about various generative AI skills that are available within SPM apps.](https://www.servicenow.com/docs/wDRlDFYw77O3HgfEbAyCDw "The ServiceNow Otto for Strategic Portfolio Management application provides AI-powered capabilities that summarize feedback, create demands, generate project insights, and generate stories from epics. Product, project, and demand managers can use Now Assist skills and agents to streamline their workflows.") | [Strategic Planning WorkspaceInnovate from product feedback, align work with strategy, and execute with flexible configurations.](https://www.servicenow.com/docs/kRflay~JJRF7SnmMX8k1ZQ "Strategic Planning Workspace (SPW) enables you to manage enterprise strategy and goals, product feedback, portfolio planning, and enterprise agile planning for your organization. Evaluate product performance, align work with strategy, and scale your Agile framework from a single workspace.") | [Project WorkspacePlan and manage projects from an interactive central workspace.](https://www.servicenow.com/docs/AVd2b8Fx6FVQmdk6Wh~f2Q "ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.") | [Resource Management WorkspaceView the allocation and breakdown of the work assigned to the resources from a centralized workspace.](https://www.servicenow.com/docs/yfYBgtiRsJwRO1pvE6AR7g "The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.") |
| [Portfolio Planning WorkspaceEnhance your traditional product and portfolio management.](https://www.servicenow.com/docs/BZ0dUk~cDMR2R7tPQ8nJJQ "Enhance your traditional product and portfolio management by prioritizing work and visualizing plans with ServiceNow Portfolio Planning. Effectively plan, track, and manage work for projects and demands using a centralized workspace.") | [Collaborative Work ManagementCollaborate with your teams from a central workspace and avoid switching between multiple tools to manage work.](https://www.servicenow.com/docs/ErKx_RI97LAx2Cqsstzyvg "ServiceNow Collaborative Work Management (CWM) provides a central hub to plan, visualize, manage, and collaborate on work with your teams. Save time and improve the efficiency of your team by avoiding switching between multiple tools to manage the progress of work and goals.") | [Project Portfolio Management ClassicFollow a simplified, team-oriented approach to managing demands, projects, programs, and portfolios.](https://www.servicenow.com/docs/SKdUpx2dkFhM~XC_3nLo6Q "ServiceNow Project Portfolio Management (PPM) provides a simplified, team-oriented approach to managing projects, portfolios, their resources and financials by combining several individual applications.") | [SPM custom tablesExtend and customize your Strategic Portfolio Management applications with additional features and capabilities.](https://www.servicenow.com/docs/1qNW_gyq1r6duaE2Qh7~aA#spm-extension-capabilities-overview "Strategic Portfolio Management (SPM) includes several custom tables that enable you to enhance SPM according to your specific business requirements. These tables are provided without predefined business logic, allowing you to use them as fully customizable entities to suit your unique needs.") |
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## Organization Extension (com.snc.organization_extension) plugin {#r_ITBusinessManagement__section_nnm_kkh_w1c}

Organization Extension (com.snc.organization_extension) plugin activates Goals, Business unit, Enterprise strategy, and Business unit strategy entities. It is available on zBoot to all customers with demo data.

Business Units, Goals, Enterprise Strategy, and Business Unit Strategy modules are available in the Organization application menu.

Business Applications and Business Capabilities modules are also available within the Organization application menu, however, their related tables are moved to Configuration Management (CMDB) (com.snc.cmdb) plugin, which is
available on zBoot but without demo data.

## Learn {#r_ITBusinessManagement__section_lpf_wb1_hwb}

* [What is strategic portfolio management?](https://www.servicenow.com/products/strategic-portfolio-management/what-is-spm.html)
* [What is digital transformation?](https://www.servicenow.com/products/business-management/what-is-digital-transformation.html)
* [What is Gantt chart?](https://www.servicenow.com/products/business-management/what-is-a-gantt-chart.html)
* [What is Agile?](https://www.servicenow.com/products/business-management/what-is-agile.html)
* [What is the difference between Agile vs. Waterfall?](https://www.servicenow.com/products/business-management/what-is-agile-vs-waterfall.html)
* [What is Agile project management?](https://www.servicenow.com/products/business-management/what-is-agile-project-management.html)
* [What is a key performance indicator (KPI)?](https://www.servicenow.com/products/business-management/what-is-kpi.html)
* [What is Project Portfolio Management (PPM)?](https://www.servicenow.com/products/business-management/what-is-project-portfolio-management.html)
* [What is a work breakdown structure (WBS)?](https://www.servicenow.com/products/business-management/what-is-a-work-breakdown-structure.html)
* [What is value stream mapping (VSM)?](https://www.servicenow.com/products/business-management/what-is-value-stream-mapping.html)
* [What is resource management?](https://www.servicenow.com/products/business-management/what-is-resource-management.html)
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## Get started {#r_ITBusinessManagement__section_npf_wb1_hwb}

* Understand how to deliver business outcomes with speed and agility using ServiceNow SPM. For more information, see [Customer Success Center](https://www.servicenow.com/products/business-management.html).
* Learn how to align execution with business goals and priorities. For more information, see [Strategic Planning](https://www.servicenow.com/docs/kRflay~JJRF7SnmMX8k1ZQ "Strategic Planning Workspace (SPW) enables you to manage enterprise strategy and goals, product feedback, portfolio planning, and enterprise agile planning for your organization. Evaluate product performance, align work with strategy, and scale your Agile framework from a single workspace.").
* Create goals, set targets for them, and evaluate the progress of your goals and targets to accomplish the organizational plans and drive business outcomes. For more information, see [Goal Framework and Goal Framework for SPM](https://www.servicenow.com/docs/nfOmuFPGs0C~L6pNrOM_9A "Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework.").
* Enhance your SPM capabilities with specialized plugins that provide read-only roles for various modules, confirming secure access to dashboards and reports.
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## Applications and features {#r_ITBusinessManagement__section_ppf_wb1_hwb}

* [Now Assist for SPM](https://www.servicenow.com/docs/wDRlDFYw77O3HgfEbAyCDw "The ServiceNow Otto for Strategic Portfolio Management application provides AI-powered capabilities that summarize feedback, create demands, generate project insights, and generate stories from epics. Product, project, and demand managers can use Now Assist skills and agents to streamline their workflows.")
* [Collaborative Work Management](https://www.servicenow.com/docs/ErKx_RI97LAx2Cqsstzyvg "ServiceNow Collaborative Work Management (CWM) provides a central hub to plan, visualize, manage, and collaborate on work with your teams. Save time and improve the efficiency of your team by avoiding switching between multiple tools to manage the progress of work and goals.")
* [Now Assist for CWM](https://www.servicenow.com/docs/W5GjH1gqLTLnTsiqZt09rQ "The ServiceNow Otto for CWM application uses generative AI skills to improve time to value for the tasks you perform in the CWM workspace.")
* [Product Feedback](https://www.servicenow.com/docs/lOST8YXqhj7tX5uHtB21hw "Build a customer-centric feedback management system and optimize the process of creating and associating feedback and product ideas with Feedback application.")
* [Portfolio Planning in SPW](https://www.servicenow.com/docs/kxq0wx7~SIkMFXtRIsKFIQ "Portfolio Planning in Strategic Planning Workspace helps product and portfolio managers align work with strategy across the organization, while facilitating Agile transformation by combining traditional and agile work streams.")
* [Enterprise Agile Planning](https://www.servicenow.com/docs/9I2SENkeikWK~oJ4pdsNrw "ServiceNow Enterprise Agile Planning helps streamline communication and collaboration between teams, and drive coordination with diverse teams. Using an intuitive workspace, scale your Agile framework across the organization with flexible work and team structure configurations.")
* [SPW Dashboards](https://www.servicenow.com/docs/duaKQDd0slu4yJvbzC42Tw "Dashboards in Strategic Planning Workspace help product and portfolio managers monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.")
* [Project Workspace](https://www.servicenow.com/docs/AVd2b8Fx6FVQmdk6Wh~f2Q "ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.")
* [Resource Management Workspace](https://www.servicenow.com/docs/yfYBgtiRsJwRO1pvE6AR7g "The ServiceNow Resource Management Workspace helps Resource Managers have a centralized view of all work across all resources.")
* [Goal Framework and Goal Framework for SPM](https://www.servicenow.com/docs/nfOmuFPGs0C~L6pNrOM_9A "Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework.")
* [Project Portfolio Management](https://www.servicenow.com/docs/SKdUpx2dkFhM~XC_3nLo6Q "ServiceNow Project Portfolio Management (PPM) provides a simplified, team-oriented approach to managing projects, portfolios, their resources and financials by combining several individual applications.")
* [Export to PowerPoint for Strategic Portfolio Management](https://www.servicenow.com/docs/kGu75KhHPnzVhsHx8MzHAw "The ServiceNow Export to PowerPoint for Strategic Portfolio Management add-in helps you to generate and download project status reports from your instance as a Microsoft PowerPoint file. You can use this file to share it across the stakeholders or teams for collaboration.")
* [Time Card Management](https://www.servicenow.com/docs/YNnxu4vW0nCbEox3Tt~ikQ "The Time Card Management feature enables time card users such as task assignees to report and track their time for the assigned tasks.")
* [Agile Development 2.0](https://www.servicenow.com/docs/X6EY50mJINfKaRnIpX3w3A "ServiceNow Agile Development 2.0 provides an agile software development environment for product-based or project-based efforts, using the Scrum framework. Implement a pure agile approach over the entire life cycle of a product, or a hybrid approach using agile methods within a traditional project structure.")
* [Microsoft Azure DevOps Integration for Agile Development](https://www.servicenow.com/docs/87Svmh6obzCIH5vbju1j4Q "Enable bidirectional synchronization of work items between Microsoft Azure DevOps and ServiceNow Agile Development 2.0 by integrating the two applications.")
* [Atlassian Jira Integration for Agile Development](https://www.servicenow.com/docs/H8EUymyzTnABnOpAK9n6QA "Enable bidirectional synchronization of records between Atlassian Jira and ServiceNow Agile Development by integrating the two applications.")
* [Test Management applications](https://www.servicenow.com/docs/vEO~UipL_FYkt4wmj2hnsQ "The ServiceNow Test Management application streamlines the management of testing processes to help you deliver software products more efficiently and with fewer errors.")
* [Cost Management](https://www.servicenow.com/docs/Bau5cqKnJcgUNsktKXpEEA "The ServiceNow Cost Management application tracks configuration item costs. The costs can be allocated to business units and used in reports.")
* [SPM custom tables](https://www.servicenow.com/docs/1qNW_gyq1r6duaE2Qh7~aA#spm-extension-capabilities-overview "Strategic Portfolio Management (SPM) includes several custom tables that enable you to enhance SPM according to your specific business requirements. These tables are provided without predefined business logic, allowing you to use them as fully customizable entities to suit your unique needs.")
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