Now Assist for Strategic Portfolio Management (SPM) release notes

  • Release version: Xanadu
  • Updated November 4, 2024
  • 3 minutes to read
    • Summarize
    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 Now Assist for Strategic Portfolio Management (SPM) Xanadu Release Notes

    The Now Assist for Strategic Portfolio Management (SPM) application integrates generative AI capabilities into Strategic Portfolio Management, enhancing productivity and decision-making. The Xanadu release introduces new AI-driven features that help ServiceNow customers automate tasks, summarize feedback and project content, and gain timely insights into projects.

    Show full answer Show less

    Key Features

    • AI Agents for Task Monitoring: AI agents autonomously track project tasks, alerting project managers to critical updates such as delays or status changes. This real-time visibility supports proactive project management and improved efficiency.
    • Multi-Feedback Summarization: Automatically generate concise summaries from one or multiple feedback records, enabling faster analysis and informed decision-making without manual effort.
    • Now Assist in Docs: Use Now Assist skills to summarize selected text or entire documents within Now Assist Docs, allowing users to quickly extract relevant information and reduce manual content analysis time.
    • Email Project Summary Skill: Schedule automated email updates containing comprehensive project summaries on weekly, bi-weekly, or monthly intervals to stay informed on project progress without manual reporting.

    Activation and Requirements

    • Now Assist for SPM features require activation of the Now Assist for Strategic Portfolio Management (SPM) plugin.
    • A Strategic Portfolio Management (SPM) Pro Plus license is necessary to use Now Assist for SPM.
    • Support for Now Assist for SPM starts from the Xanadu Patch 3 release onward.

    Related Capabilities

    • Now Assist: Offers generative AI skills that improve organizational productivity through enhanced self-service, action recommendations, and effective search capabilities.
    • Now Assist Admin Console: Provides configuration and monitoring tools for Now Assist applications and features.
    • Now Assist Skills: Include specialized generative AI functions such as case and incident summarization, chat summarization, resolution notes generation, and code generation tailored to different workflows.

    ServiceNow customers leveraging Now Assist for Strategic Portfolio Management can expect to automate routine project management tasks, gain quicker insights from content and feedback, and improve communication with automated project summaries, all contributing to more efficient strategic portfolio delivery.

    The ServiceNow® Now Assist for Strategic Portfolio Management (SPM) application introduces generative AI skills into Strategic Portfolio Management. You can summarize feedback or content in Docs, create stories for epics, generate concise project summaries, create demands through conversations, and quickly gain insights into projects. Now Assist for Strategic Portfolio Management (SPM) is updated in the Xanadu release.

    Now Assist for SPM highlights for the Xanadu release

    Yokohama Patch 1: Use Now Assist for SPM AI agents to help optimize workflows, improve productivity, and automate your tasks.

    • Summarize multiple feedback records with the multi-feedback summarization skill to extract insights from feedback.
    • Copy a generated summary and then use it to create a planning or non-planning item.
    • Get assistance from Now Assist for writing content in Now Assist Docs. Generate a summary of the selected content by using the Now Assist skill and shorten or elaborate the content as needed.
    • Enable the email project summary skill to receive project updates via email.
    • Generate a summary of the complete content in Now Assist in Docs using the Gen AI docs skill and save time on manual content analysis.

    See Now Assist for Strategic Portfolio Management (SPM) for more information.

    New in the Xanadu release

    Xanadu Patch 7 Using AI agent agentic workflows in Now Assist for Strategic Portfolio Management (SPM)
    Use Now Assist for SPM AI agents to help enhance project efficiency by monitoring your tasks autonomously.
    Table 1. Available AI agents use case
    AI agent use case Description
    Monitor project tasks Track project tasks with AI agents to detect important updates such as delayed end dates, status turning red, or state updates. AI agents can help project managers to enhance productivity by delivering real-time visibility into key task changes, enabling proactive decision-making.
    Summarize multiple feedback records
    Summarize multiple feedback records through generative AI and save time by not having to do manual feedback analysis. You can generate a short summary for one or multiple feedback records at once and use it to make informed decisions on your product.
    Generate a summary in Now Assist in Docs
    Use Now Assist in Docs to create a concise summary of the selected text and quickly gain relevant information.
    Schedule the project summary emails with Email project summary skill
    Generate a comprehensive summary of the entire content in Docs by using the Gen AI Docs skill and reduce the time spent on manually analyzing all the information. The Gen AI Docs skill name is Project Gen AI Docs in Project Workspace, Planning item Gen AI Docs in Strategic Planning, and EAP Teams Gen AI Docs in Enterprise Agile Planning.
    Generate the summary for selected or complete content with Planning item doc summarization skill in Strategic Planning
    Set up automated emails by using the email project summary skill to stay updated on the project progress. The email is shared on a weekly, bi-weekly, or monthly cadence.

    Activation information

    Now Assist features are available with activation of the Now Assist for Strategic Portfolio Management (SPM) plugin. For more information, see Install Now Assist plugins.

    Additional requirements

    The Now Assist for SPM application requires a Strategic Portfolio Management (SPM) Pro plus license. Now Assist for SPM is supported from Xanadu patch 3 release.

    Related ServiceNow applications and features

    Now Assist
    Improve the productivity and efficiency in your organization, deliver better self-service, recommend actions, provide answers, and empower your users to search more effectively.
    Now Assist Admin console
    The Now Assist Admin console provides you with quick and easy access to the important information that you need to set up, configure, and monitor Now Assist applications and features.
    Now Assist skills
    Now Assist products provide generative AI skills that are tailored to meet the needs of users in different workflows, including case or incident summarization, chat summarization, resolution notes generation, and code generation.