Viewing insights of your portfolio

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Viewing insights of your portfolio

    This guide details how to view insights for various portfolios within Application Portfolio Management, specifically focusing on business, information, application, and technology portfolios. It provides essential information on auditing, technology risks, and certification statuses, allowing users to manage their applications effectively.

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    Key Features

    • Insight Views: Access insights related to desired audits, hardware models, software products with technology risks, and pending certification instances.
    • Refresh Capability: Manually refresh data to view the latest insights.
    • Portfolio Tracking: Monitor business applications, information objects, and technology lifecycle risks across various portfolios.
    • Risk Filtering: Use filters to view technology risks over different time frames (1, 3, 6, 12, and 18 months) with the option to focus on production instances.
    • Export Options: Export technology lifecycle risks data in multiple formats including Excel, CSV, JSON, or PDF.

    Key Outcomes

    By utilizing the insights feature, ServiceNow customers can effectively track and manage technology risks associated with their applications and hardware. Users can ensure compliance with support timelines, optimize resource allocation, and make informed decisions to enhance organizational performance. This functionality ultimately supports strategic planning and risk management within the enterprise architecture framework.

    You can view the insights for your business portfolio, information portfolio, application portfolio, and technology portfolio.

    You can see the details such as the following:
    • Desired and scripted audits
    • Hardware models
    • Software products that are facing high and moderate technology risks
    • Pending certification instances that are open and not 100% complete

    The last refreshed time shows when the results were refreshed in your browser. You can manually refresh the results by using the refresh icon (Refresh icon). You can navigate to the full list by selecting the View list button. You can see the details of a record by selecting it.

    Figure 1. Insights view
    Insights view
    Application Portfolio
    Track information for your business applications.
    Business Portfolio
    Get insights on your business capabilities, business applications and manage them effectively to fulfill the goals of your organization.
    Information Portfolio
    Track the details of the information objects that are related to the business applications and integrations in your enterprise.
    Technology Portfolio
    Track the technology lifecycle risk for business applications, application services, servers, software products, and hardware models.
    Track technology risks

    Use this filter to see the risks for the next 1 month, 3 months, 6 months, 12 months, and 18 months. By default, the 1 month filter is applied.

    Show only production instances
    Use this toggle button to see only productions instances that are having technology lifecycle risks. By default, this filter is off.
    View all technology lifecycle risks
    Select this link to see the list of all technology lifecycle risks sorted by earliest lifecycle date, which means the earliest date when a technology lifecycle risk is to happen. You can also export the Technology lifecycle risks information to Excel, CSV, JSON, or PDF as required.

    The data in the Technology lifecycle risks table is fetched from the TPM Discovered Technologies [sn_apm_tpm_discovered_technology] table.

    Table 1. Technology lifecycle risks
    Field Description
    Earliest lifecycle date The minimum of End of support or End of extended support or End of life dates
    Business application Name of the business application
    Application service Service associated to the business application
    Type Element type. Choices are:
    • Software
    • Hardware
    Software product Name of the software product
    Hardware model Model number for the hardware product
    Server Name of the server that is associated with the software product or hardware model.
    End of support date The end of support date for the software product or hardware model
    End of extended support date The end of extended support date for the software product or hardware model
    End of life date The end of life date for the software product or hardware model
    Used for The application service being used for. For example, production or staging.
    TPM technology lifecycle The link to the TPM technology lifecycles of the hardware model or software product.