Retail Strategic Portfolio Management Suite release notes
Summarize
Summary of Retail Strategic Portfolio Management Suite release notes
The ServiceNow® Retail Strategic Portfolio Management Suite, introduced in the Australia release, offers retail organizations a streamlined and repeatable approach to managing store life cycle projects. This includes new store openings, relocations, refurbishments, technology refreshes, and closures—all managed from a single platform to ensure consistency and governance.
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Key Features
- Predefined Project Templates: Quickly set up retail projects tailored to specific store activities with prepopulated tasks and dependent sequences for efficient project initiation.
- Stage-Gate Playbooks: Guide project teams through each phase of the store life cycle, from initiation to go-live or closure, using structured playbooks that define activities, approvals, and team handoffs to maintain governance and capture required information.
- Project Type Management: Utilize new Project Type form fields to define and categorize key dates, improving project tracking and management.
- User Interface Enhancements: Access Retail Strategic Portfolio Management Suite playbooks directly within the Project Workspace, simplifying navigation and project oversight.
Activation and Requirements
- The suite is available for installation via the ServiceNow Store and requires requesting the application from there.
- Installation of the Project Workspace application is a prerequisite to using this suite, as retail projects created from templates are managed within the Project Workspace.
Practical Benefits for ServiceNow Customers
By adopting the Retail Strategic Portfolio Management Suite, retail customers can expect a standardized method to plan and monitor complex store projects, ensuring consistent execution and visibility across all project stages. The integration with Project Workspace enhances project tracking and governance, enabling teams to collaborate effectively and adhere to required processes throughout the store life cycle.
The ServiceNow® Retail Strategic Portfolio Management Suite gives retail organizations a structured, repeatable way to plan and track store life cycle projects such as new store openings, relocations, refurbishments, technology refreshes, and closures. Retail Strategic Portfolio Management Suite is a new application in the Australia release.
Retail Strategic Portfolio Management Suite highlights for the Australia release
- Manage store life cycle projects such as new store openings, relocations, refurbishments, technology refreshes, and closures from a single platform.
- Use predefined project templates to set up retail projects quickly and consistently, with prepopulated tasks and dependent task sequences.
- Define the key dates to categorize and manage retail projects in the Project Type list.
- Guide project teams through each stage of a store life cycle using stage-gate playbooks that define activities, approvals, and team handoffs.
See Explore Retail Strategic Portfolio Management Suite for more information.
Retail Strategic Portfolio Management Suite features
- Create a retail project
- Set up a retail project from a predefined template that matches the type of store work, such as a new store opening, relocation, refurbishment, technology refresh, or closure. Each template creates a project with prepopulated tasks and dependent task sequences.
- Use playbooks
- Use the stage-gate playbook to guide a retail store project through each stage of its life cycle, from initiation to go-live or closure. Each stage includes prescribed activities, approvals, and team handoffs to confirm that required information is captured and governance processes are followed.
UI changes
- Retail Strategic Portfolio Management Suite playbooks
- The Playbooks option is available in the L-2 navigation menu of the Project Workspace for retail projects created from a template.
- Project type fields
- New Project Type form fields to mark important dates based on the created project type.
Activation information
Install Retail Strategic Portfolio Management Suite by requesting it from the ServiceNow Store. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Plugin information
- New plugins
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The following plugins are new in Australia:
Retail Strategic Portfolio Management Suite (com.snc.spm_retail): Provides predefined project templates, stage-gate playbooks, and roles for managing retail store life cycle projects in the Project Workspace.
Additional requirements
The Project Workspace application must be installed before installing the Retail Strategic Portfolio Management Suite.