Navigate service enterprise portfolio templates in DPM

  • Release version: Australia
  • Updated March 12, 2026
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    Summary of Navigate service enterprise portfolio templates in DPM

    This guide covers three service enterprise portfolio templates available in Digital Portfolio Management (DPM): the EDUCAUSE Higher Education IT Service Portfolio, IT Service Portfolio, and Sample Organizational Structure. Each template is designed to help organizations effectively manage and organize their IT services through a structured nesting content tree format, facilitating easy navigation and customization.

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    Key Features

    • Sample Organizational Structure Template: Provides guidance on how to align IT services with organizational structure, featuring enterprise taxonomy nodes and suggestions for building out portfolio branches.
    • IT Service Portfolio Template: Manages both strategic and operational aspects of technology, aligning IT services with business strategies. Includes key taxonomy nodes such as Application Development, Cybersecurity, and Infrastructure.
    • EDUCAUSE Higher Education IT Service Portfolio Template: Tailored for higher education institutions, this template organizes IT services addressing the unique challenges in this sector, with taxonomy nodes for areas like Information Security and Teaching and Learning.

    Key Outcomes

    By utilizing these templates, ServiceNow customers can effectively organize and manage IT services tailored to their specific needs, whether in higher education or other sectors. The templates allow for easy customization to align with organizational structures and strategic goals, ultimately improving service delivery and operational efficiency.

    Navigate three service enterprise portfolio templates: EDUCAUSE Higher Education IT Service Portfolio, IT Service Portfolio, and Sample Organizational Structure.

    Navigate the three enterprise service portfolio templates and decide which one to use. Templates are structured in a nesting content tree format with taxonomy nodes and services with descriptions. This structure helps you easily navigate your portfolio. For more information on creating a portfolio using one of these templates, see Create enterprise service portfolios using a template.

    Table 1. Sample Organizational Structure Template
    Description What does it include? Is it for me?
    This template provides guidance on how to use your organizational chart to organize services IT provides to the business.
    Enterprise taxonomy nodes with child nodes, placeholder names, and descriptions. The descriptions provide suggestions on how to build out each branch of the portfolio. Taxonomy nodes include:
    • Chief Information Security Officer (CISO)
    • Development Director
    • Enterprise Architect Director
    • Governance and Compliance Director
    • Innovation Director
    • IT Operations Director
    • Project Management Office (PMO) Director
    • Vendor Management Director
    		 The template is an example of how large organizations could be organized under the Chief Information Officer (CIO). Use this template as a springboard. Update it to match your organizational structure by adding services and additional taxonomy nodes.
    Table 2. IT Service Portfolio Template
    Description What does it include? Is it for me?
    The IT Service Portfolio template provides a way to manage both the strategic and operational aspects of technology within an organization. It helps align your IT services with your business strategy. Enterprise taxonomy nodes:
    • Application Development & Deployment
    • Cybersecurity & Compliance
    • Data & Analytics Services
    • End User & IT Support
    • Enterprise Operations & Support
    • Infrastructure & Cloud Services
    • IT Governance & Strategy
    Child taxonomy nodes. For example, End User & IT Support includes:
    • Collaboration & Productivity Tools
    • Device Management
    • End-User Support & Service Desk
    Services that relate to each of the taxonomy nodes. For example, under IT Governance & Strategy, IT Policies & Compliance:
    • AI Governance & Ethical AI
    • Auditing
    • Breach Management & Remediation
    • Business Continuity Planning & Management
    • Investigations
    • Records Management

    For example, AI Governance & Ethical AI service tracks the development, deployment, and management of AI systems. It establishes policies and frameworks for data privacy, security, and compliance with regulations like GDPR. By implementing ethical AI practices, organizations can mitigate risks, improve transparency, and ensure AI solutions align with societal and business values.

    		 If you're looking to improve the strategic and operational management of technology within your organization, this template serves as a valuable starting point and can be tailored to meet your specific needs.
    Table 3. EDUCAUSE Higher Education IT Service Portfolio Template
    Description What does it include? Is it for me?
    The EDUCAUSE Higher Education IT Service Catalog Portfolio template is designed to organize and describe IT services specifically for higher education institutions. It aims to provide clear and accessible information about various tools, resources, and programs that address the unique challenges and opportunities in higher education IT.
    Enterprise taxonomy nodes:
    • Administrative and Business
    • Communication and Collaboration
    • Desktop and Mobile Computing
    • Information Security
    • Infrastructure
    • IT Professional Services
    • Research
    • Teaching and Learning

    You can further add taxonomy nodes to best suit your institution.

    Services that relate to each of the taxonomy nodes:
    • Alumni and Advancement
    • Athletics
    • Auxiliary Systems
    • Business Capability and Process Automation
    • Data, Reporting, and Analytics
    • Facilities Management
    • Faculty Information Systems
    • Financial Procurement Systems
    • Human Resource Systems
    • Library Systems
    • Medical and Health Systems
    • Student Information Systems

    For example, under Administrative and Business, the services relate to the administrative and business functions of an institution.

    Another example is the Library Systems service. This includes access to digital collections like HathiTrust, inter-library loan (ILL), and infrastructure services like a digital media lab or micro-form scanners. You can edit each service to add an Owned by name, Delivery manager, Vendor, Estimated spend, and more.

    		 To determine if this template is for you, consider its focus on higher education IT challenges. Does your institution face specific IT challenges that are common in higher education?

    If you’re looking to drive innovation and excellence in higher education through technology, this template could be a valuable resource for you.

    For overview information on enterprise portfolios, see Enterprise portfolios. For more detailed information on enterprise portfolios, see Navigate portfolio types in Digital Portfolio Management.