Success portal view in Software Asset Workspace
Summarize
Summary of Success portal view in Software Asset Workspace
The Success portal view in Software Asset Workspace provides ServiceNow customers with a centralized interface to monitor and enhance their Software Asset Management (SAM) program. It enables tracking of success goals, assignment of activities, execution of health checks, management of software upgrades, and maturation of SAM capabilities using predefined maturity items. This view helps maximize the value and efficiency of software license usage and SAM processes within your organization.
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Key Features
- Track SAM progress with success goals: Create and monitor goals to analyze license value and calculate projected savings, helping to optimize software investments.
- Assign and track success activities: Link activities to success goals to measure and report on goal achievement systematically.
- Perform software health checks: Assess licenses, permissions, and configurations to ensure optimal usage of software suites.
- Manage software updates via Value builder tasks: Automatically generated tasks highlight necessary upgrades, publisher packs, and integrations to maintain software currency and compliance. Users can also create custom tasks.
- Mature your SAM program: Utilize predefined maturity items categorized into Crawl, Walk, and Run stages to progressively improve SAM processes, features, and capabilities. These items integrate with success goals and Value builder tasks for comprehensive tracking and reporting.
- Email notifications: Automated alerts notify groups and owners when success goals or activities are assigned or require review, ensuring timely engagement.
- Domain support: Supports domain separation with Performance Analytics - Domain Support plugin activated, allowing filtered views by domain.
Success Portal Dashboard
The dashboard provides real-time insights into your SAM program with the following widgets:
- SAM maturity: Displays the current maturity stage (Crawl, Walk, Run) and links to detailed maturity items.
- Completed success goals: Shows the total count of goals achieved.
- Total success savings: Reflects actual savings realized from completed goals.
- Projected savings: Estimates anticipated savings based on goal status and category.
- All goals: Groups success goals by their status (Draft, In Progress, Pending Review, Completed, Canceled).
- Health check and value builder data: Displays the percentage of passed health checks, count of completed Value builder tasks, and open success goal activities.
Practical Use
ServiceNow customers can leverage the Success portal view to systematically monitor and improve their SAM initiatives by setting clear objectives, tracking progress, ensuring software health, and driving continuous program maturity. The integrated notifications and domain filtering enhance collaboration and targeted management, supporting better decision-making and maximized software value.
Use the Success portal view in Software Asset Workspace to track the progress of your Software Asset Management (SAM) application with success goals, assign activities to track the success of your goals, run health checks on your software, maximize the usage of your SAM capabilities, and mature your SAM program with predefined maturity items.
- Track the progress of your SAM application through success goals
Success goals help you analyze the value that you get out of your software licenses and calculate your projected savings. Create success goals for the licenses that you want to track. For more information about creating a success goal, see Create success goals for Software Asset Management.
- Track the progress of your success goals
Track the success of your goals by creating success activities for the goals. For more information, see Create success activities for Software Asset Management.
- Perform a health check on your software
Run health checks to review the health of licenses, permissions, and configurations to get the best out of each software suite. For more information, see Health check.
- Keep your software up to date using Value builder tasks
Get an overview of which software upgrades, publisher packs, and integrations you must set up with Value builder tasks. These tasks are created automatically, but you can create your own as necessary. For more information, see Value builder.
- Mature your SAM program with predefined maturity items
The program maturity is categorized into Crawl, Walk, and Run stages to help you improve the value return of your SAM program, including processes, features, functionalities, and capabilities within your organization. You can link these maturity items to Success goals and Value builder tasks to track and report on the improvements of your SAM application over time. For more information, see View all maturity items for Software Asset Management.
- To a group, when a success goal is assigned to that group.
- To an owner, when a success goal is assigned to that owner.
- To an owner, when a success goal is marked as Pending Review.
- To an assigned user or an assignment group, when a success activity is assigned.
Access the Success portal view by navigating to .
The Success portal supports domain separation when the Performance Analytics - Domain Support plugin (com.snc.pa.domain_support) is activated. To filter the data by domain, select a domain at the top of the dashboard.
| Widget | Description |
|---|---|
| SAM maturity | Current stage of your SAM program maturity such as the Crawl, Walk, or Run stage. View the maturity items of each stage by selecting View all maturity items. For more information, see View all maturity items for Software Asset Management. |
| Completed success goals | Total number of completed success goals. |
| Total success savings | Actual savings from the completed success goals. |
| Projected savings | Anticipated savings from the success goals are grouped by the status and category of the goal. |
| All goals | All success goals grouped by the following statuses:
|
| Health check and value builder data | |
| Health checks passed | Percentage of successful health checks. |
| Completed value builder tasks | Number of value builder tasks that are completed. |
| Open activities | Open success goal activities. |