Jumpstart Your Strategic Portfolio Management – Planning Workspace
Summarize
Summary of Jumpstart Your Strategic Portfolio Management – Planning Workspace
The Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace accelerator is designed to help ServiceNow Impact customers quickly understand and utilize Planning Workspaces within SPM. It demonstrates how to gain clear visibility into work items, prioritize effectively, and align execution with strategic objectives. This offering provides key resources and best practices to accelerate adoption and successful implementation of Planning Workspaces in SPM.
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This accelerator is available for Impact Guided, Guided+ (Strategic Value or Platform Governance), Advanced, and Total packages.
Key Features
- Provisioning and Configuration: A Technical Accelerator Consultant provisions a temporary instance and activates/configures Planning Workspace components within SPM.
- Customer Coaching Sessions:
- Session #1 (up to 1.5 hours): Includes an overview and demonstration of Planning Workspaces, discussion on installation/configuration, foundational data considerations, key capabilities review, and leading practices guidance.
- Session #2 (optional, up to 1 hour): Offers a Q&A opportunity focused on SPM Planning Workspace topics as requested by the customer.
- Temporary Instance Access: Customers receive 30-day access to the provisioned instance and ongoing support from the Technical Accelerator Consultant for further inquiries or deeper exploration.
Customer Roles and Responsibilities
- Platform Owner (Required): Oversees platform accountability, aligns the team with business strategy and ServiceNow roadmap, and governs platform operations.
- System Administrator(s) (Required): Maintains platform stability, manages support cases, and executes configuration and feature delivery related to ServiceNow software releases.
- Other Customer Roles (Required): Stakeholders responsible for product and portfolio management.
- Developer(s) (Recommended): Supports platform customization through coding.
- Trusted Service Partners (Recommended): Participate in coaching sessions to understand best practices and assist customers post-engagement.
Important Notes
- ServiceNow provides recommended configuration guidance but does not perform implementations on customer production or non-production instances.
- Additional legal terms, prerequisites, specifications, and requirements are detailed in the Impact Accelerator Terms Matrix.
The Jumpstart Your Strategic Portfolio Management – Planning Workspace Accelerator provides a demonstration of the possibilities and capabilities of Planning Workspaces within Strategic Portfolio Management (SPM).
Accelerator Overview
Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace provides Impact customers with a comprehensive overview of Planning Workspaces in SPM, demonstrating how to gain clear visibility into work items, prioritize effectively, and align execution with strategic goals. This accelerator also equips customers with key resources and leading practices to help them get started quickly.
For additional information on SPM, see Strategic Portfolio Management.
Package Availability
What you get
- Session Preparation
- The Technical Accelerator Consultant:
- Provisions a temporary instance
- Activates and configures the applicable components of the Planning Workspaces in SPM
- Customer Coaching Session #1 (up to 1.5 hrs)
- Includes the following:
- Overview and demonstration of Planning Workspaces
- Review of setting Planning Workspaces within SPM up for success:
- Installation and configuration of Planning Workspaces
- High level discussion on Foundation/Dependent data
- Walk through of key capabilities
- Review leading practices and implementation guidance
- Customer Coaching Session #2 (Optional up on Customer request – up to 1 hr)
- Opportunity for Q&A related to Strategic Portfolio Management (SPM) - Planning Workspace
- Output(s)
-
- 30-day access to the temporary instance and Technical Accelerator Consultant with whom you met for any further questions or in-depth explorations
- Copy of the Coaching Session Deck
Requested customer resources
| Customer Resource | Responsibilities |
|---|---|
Platform Owner (Required) |
Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform. |
| System Administrator(s) (Required) | Maintains the stability and usability of the ServiceNow platform by performing application maintenance, managing support for cases related to ServiceNow applications, and contributing to ServiceNow software releases by delivering configuration tasks and features. |
| Other Customer Role(s) (Required) | Primary stakeholders responsible for Product and Portfolio management. |
| Developer(s) (Recommended) | Writes code for the ServiceNow platform. |
| Trusted Service Partners (Recommended) | Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward. |
Requested Information/Access
Exclusions
ServiceNow is not responsible for implementing any of the recommended configuration changes on Customer’s non-production or production instances.