Exploring Digital Portfolio Management
Summarize
Summary of Exploring Digital Portfolio Management
The Digital Portfolio Management (DPM) Workspace in ServiceNow provides a centralized platform to manage all your solutions—including services, service offerings, business applications, and service instances—through their full lifecycle of planning, building, running, and optimizing. This workspace allows users to track solution performance via key performance indicator (KPI) groups and drill down into detailed impacts of each solution.
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DPM is a configurable workspace tailored for two primary user roles: DPM admins, who configure the workspace environment, KPIs, portfolios, and integrations; and DPM managers, who manage solutions, monitor KPIs, and oversee the lifecycle of services and applications.
Key Features
- Lifecycle Management: Manage solutions within the plan-build-run framework, enabling visualization and future planning.
- KPI Groups: Set up and monitor KPIs for various solution types to track performance effectively.
- Portfolio Management: Create and manage both personal and enterprise portfolios to organize and view solutions.
- Integration Capabilities: Integrate with ServiceNow Strategic Planning for roadmaps, DevOps Change Workspace for development metrics, and Process Mining for solution KPI status and adjustments.
- Impact Analysis: View detailed impacts such as incidents, outages, changes, risks, and audits, including mitigation efforts by other teams.
Practical Use for ServiceNow Customers
ServiceNow customers can leverage DPM to gain a holistic, CSDM-aligned view of their IT landscape and manage the full lifecycle of digital solutions in one place. DPM admins can configure the workspace to reflect organizational needs and enable detailed KPI tracking, while DPM managers can personalize dashboards, manage demands and improvement initiatives, and monitor solution performance and impacts. The integrations offered enhance visibility into service roadmaps, development flows, and process efficiencies.
Next Steps
To effectively implement and utilize Digital Portfolio Management, customers should explore configuration guides and usage tutorials including:
- Configuring Digital Portfolio Management
- Getting started with Digital Portfolio Management
- Working with portfolios and solution data within DPM
Learn about the Digital Portfolio Management (DPM) Workspace features and benefits to manage all of your solutions in one place. Solutions in the context of DPM are services, service offerings, business applications, and service instances.
Digital Portfolio Management overview
- View and manage all your solutions in a central workspace through the full life cycle of plan, build, run, and optimize.
- Use key performance indicator (KPI) groups to track how each solution is performing.
- Drill down to the details of each solution to see the impacts.
Digital Portfolio Management users
| User | Description |
|---|---|
| DPM admin | The DPM admin role sets up the DPM Workspace environment, including the tabs that show, key performance indicator (KPI) groups and thresholds, and integrations with other ServiceNow and third party applications. |
| DPM manager | The DPM manager role works in the DPM Workspace environment to view all solutions and their KPI metrics. |
Digital Portfolio Management workflow
Both DPM admins and DPM managers benefit from working in the DPM Workspace.
- With a DPM admin role, you can:
- Configure DPM Workspace solution pages.
- Create and map key performance indicator (KPI) groups.
- Create enterprise portfolios.
- Use the DPM
Admin Center guided walk-through to:
- Identify solutions to configure
- Identify portfolios
- Assess planning items
- Assess build metrics
- Map KPI groups
- Learn about the next steps that you can take
- With a DPM manager role, you can:
- Personalize your DPM Workspace homepage.
- Create and manage personal portfolios.
- Create demands and continual improvement initiatives (CIM).
- Manage the end-to-end life cycle of your services and applications.
Digital Portfolio Management benefits
The Digital Portfolio Management Workspace provides several benefits to help you manage the life cycle of services, service offerings, business applications, and service instances.
| Benefit | Feature | Users |
|---|---|---|
| Manage the full life cycle of your services in the plan-build-run framework to visualize your services and to plan for them in the future. | Digital Portfolio Management life-cycle management | DPM manager |
| Align with the Common Service Data Model (CSDM) to get a holistic view of your IT landscape. | Apply the CSDM guidelines to Digital Portfolio Management | DPM admin |
| View all services, service offerings, service instances, and business applications in personal portfolios and enterprise portfolios. | Work with portfolios in Digital Portfolio Management |
DPM manager to view solutions. DPM admin to create enterprise portfolios. |
| View and set up key performance indicator (KPI) groups for services, service offerings, service instances, and business applications. | KPI groups in Digital Portfolio Management |
DPM manager to view KPI groups and metrics. DPM admin to set up and adjust KPI groups. |
| Integrate with the ServiceNow® Strategic Planning application to see the roadmap of services, their performance levels, and to view a comprehensive roadmap. | View service and service offering details |
DPM manager |
|
See service impacts such as critical incidents, outages, changes, risks, and audits. You can also see when other teams are mitigating such impacts. |
View business application details |
DPM manager |
|
See DevOps Change Workspace data for business application details on accelerate metrics and flow metrics. |
DevOps value stream metrics in Digital Portfolio Management |
DPM manager to view DevOps data. DPM admin to turn on the DevOps system property. |
|
Integrate with Process Mining to see the status of solution KPI metrics, and adjust as needed. |
Configure Digital Portfolio Management to integrate with Process Mining |
DPM manager to view Process Mining data. Process Mining analyst to enable the system property. See Process Mining components for Digital Portfolio Management. |