Strategic Portfolio Management Overview Plans and Packages Getting Started
Strategic Portfolio Management Packages Plan, prioritize, and deliver the right work with AI that aligns investments, adapts plans, and accelerates execution. Choose the package and pricing plan that works for you. Get Custom Quote
Strategic Portfolio Management (SPM) Advanced AI skills and agents that help teams boost productivity across relevant use cases. Includes: Portfolio Planning Financial Management Project Portfolio Management Demand Management Cost Management Collaborative Work Management Time Card Management ServiceNow Otto and Platform AI Advanced
RECOMMENDED SPM Prime AI skills and agents that execute work across use cases with less manual effort. Includes SPM Advanced, and: Demand Management AI Specialist Strategic Planning Investment Funding Advanced Goals Enteprise Agile Planning ServiceNow Otto and Platform AI Prime
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Strategic Portfolio Management (SPM) Advanced SPM Prime AI Agents and Skills Demand Summarization

Scan demand fields and related lists to generate a clear summary, so managers grasp key details without reviewing individual fields or work notes.

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Acceptance Criteria Generation

Use AI to generate acceptance criteria for EAP stories, cutting time spent manually defining done conditions for backlog items.

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Project Documents Generation and Insights

Summarize, elaborate, or shorten project document content using ServiceNow Otto for Docs to help managers quickly understand key information.

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Project Status Generation

Predict overall and dimension-level project health (schedule, cost, resources, scope) and auto-populate status report fields with an AI summary.

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Records Refinement

Refine text in demand record fields with AI assistance by elaborating brief descriptions or condensing lengthy content without losing key information.

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Similar Records Identification

Detect similar demands based on name, description, and business case, using an 85% similarity threshold to reduce duplicate intake and rework.

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Planning Item Document Generation and Insights

Summarize, elaborate, or shorten planning item documents in the Strategic Planning Workspace using ServiceNow Otto for Docs for faster review.

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Project Insights Generation

Schedule AI-generated project insight emails covering tasks, milestones, resource assignments, financials, and RIDACs on a manager-set cadence.

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Executive Summary Generation

Create an AI executive summary from recent project data for the status report, providing stakeholders with a concise view of health.

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RAG Health Prediction

Predict red, amber, and green health across schedule, cost, resource, and scope dimensions based on admin-configured rules and weekly project data.

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Feedback Summarization

Generate a concise AI summary from the name and description of a single feedback record for faster product manager review.

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Multiple Feedback Summarization

Create a combined AI summary across multiple feedback records, enabling product managers to efficiently assess large volumes of feedback.

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Target Generation

Generates measurable targets for goals using AI, reducing the effort needed to define quantifiable success criteria for strategic objectives.

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Goal Insights

Tap into AI-driven insights for goals on a scheduled cadence, surfacing at-risk goals, forecasted statuses, and recommendations proactively.

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Enterprise Agile Planning (EAP) Document Generation and Insights

Summarize, elaborate, or shorten EAP planning item document content using ServiceNow Otto for Docs within Enterprise Agile Planning.

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Agile Story Generation

Generate user stories for EAP planning items using AI, reducing the time product managers spend converting epics and features into stories.

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Work Items Validation and Stories Generation

Use an agentic workflow that validates epics and features, then generates high-quality stories through a conversational, iterative AI process.

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SPM Capabilities Project Portfolio Management

Analyze, approve, and manage demands and projects through completion, with rollup financials and resource tracking across programs and portfolios.

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Demand Management

Use a structured workflow for intake, capacity assessment, financial review, and approval of demands with centralized visibility across business cases.

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Resource Management

Manage resource allocation, capacity planning, and utilization across projects and programs from a centralized Resource Management Workspace.

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Digital Portfolio Management

Monitor application and service performance, manage roadmaps, and support budgetary decisions by linking portfolio work to business applications.

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Collaborative Work Management

Use a central workspace for cross-functional teams to plan and manage work without switching tools, supporting agile, hybrid, and project-based delivery.

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Innovation Management

Use a central repository to gather, evaluate, and prioritize ideas from initial ideation through implementation, supporting structured innovation pipelines.

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Financial Planning – PPM

Support financial planning and budgeting for projects and programs, including planned versus actual cost tracking, rate models, and benefit plans.

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Cost Management

Track CI costs, task and labor expenses, budget by cost center, and allocate expenses across business units using flexible distribution rules.

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Portfolio Planning

Prioritize work and visualize project and demand plans across a centralized Portfolio Planning Workspace, with roadmap and scenario planning.

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Time Card Management

Enable task assignees to report and track time for assigned tasks, with approval workflows and integration with PPM project financials.

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Strategic Planning (includes Enterprise Agile Planning)

Align execution to business goals via Strategic Planning Workspace, with Enterprise Agile Planning (SAFe/PI planning) for large-scale agile delivery.

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Investment Funding

Plans and manages fund allocations to investment entities (business units, products, teams), prioritizing investments based on strategic objectives.

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Platform Capabilities AI Agents

Discover the power of AI agents that are built-in, not bolted on.

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ServiceNow Otto

Meet ServiceNow Otto, your AI assistant for work. You ask. Work gets done.

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AI Control Tower

Take control of any AI from a central intelligent hub.

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Action Fabric

Open the full ServiceNow system of action to every AI agent in the enterprise.

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Workflow Data Fabric

Turn data into AI-powered action with end-to-end governance.

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RaptorDB

Unify data and analytics on the ServiceNow AI Platform for ultra-fast workflow performance.

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Platform Analytics

Enrich your insights with a single, intuitive experience for actionable analytics and reporting.

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Employee Center

Unlock AI-powered self-service at scale with a unified portal for enterprise service delivery.

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Now Mobile

Keep users informed and engaged anytime, anywhere with intuitive mobile apps.

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CMDB

Optimize service operations with a unified, cloud-based platform across operations and service management.

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CSDM

Raise the bar on service delivery with a single data model for enterprise workflows.

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Knowledge Management

Promote self-service with a single source for knowledge across the organization.

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Workflow Automation

Streamline your workflows to reduce costs, increase productivity, and eliminate repetitive tasks.

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Process Mining

Uncover hidden inefficiencies by mapping how work actually flows.

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Application Development

Empower anyone to quickly extend solutions or build custom business apps.

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Innovate with ServiceNow Millions of users around the globe rely on ServiceNow workflows to make work better for everyone. $1M revenue loss prevented with improved resource planning and allocation 55 days to launch ITSM with SPM 30+K hours saved every year
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