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Welcome to ServiceNow®
Strategic Portfolio Management

Are you ready to start your Strategic Portfolio Management (SPM) implementation journey? This guide gives you valuable information you can share with your team, including proven guidance and links to key resources—all designed to set you on the path to success. While this guide is primarily designed for ServiceNow platform owners, it also contains useful information if you have a different role in your organization. Let’s get started!

Familiarize yourself with SPM
Identify business outcomes
Work with ServiceNow experts
Prepare for organizational change
Guide for self implementation
SPM packages
Bookmark your resources
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Familiarize yourself with SPM

SPM Standard comes with many applications that let you transform how you deliver IT services. But don’t worry! You don’t have to implement everything at once. Here are the key SPM Standard applications to focus on first: 

  • Alignment Planner Workspace (video overview): Help executives, product and portfolio managers drive organizational alignment while navigating the challenges of Agile and Product transformations.  (product documentation) (configuration guide)
  • Project & Portfolio Management: Enable portfolio managers to align work to goals and strategy to ensure you work on the right projects (product page) (product documentation)
  • Demand Management: Centralize requests across the enterprise and streamline the investment process for new products, services, repairs, and enhancements (product page) (product documentation)
  • Agile Development and SAFe (included in SPM Professional): Accelerate delivery and time to value while managing a successful agile transformation journey. (Agile Development product page) (SAFe product page) (Agile Development product documentation) (SAFe product documentation) 

If you are new to ServiceNow, we recommend this very short Get Started with the Now Platform course to learn the platform basics. For a deeper dive into the Now Platform, a longer ServiceNow Fundamentals course is also available.

Here are the SPM packages

ITSM (17)

ITSM Enterprise (26)

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  • Agile Development
  • Scaled Agile Framework (SAFe)
  • Investment Funding
  • Predictive Intelligence
  • Virtual Agent

Standard

  • Project Portfolio Management
  • Demand Management
  • Scenario Planning- PPM
  • Resource Management
  • Performance Analytics
  • Innovation Management
  • Digital Portfolio Management
  • Release Management
  • Alignment Planner Workspace
  • Mobile Applications1

Professional

1 Mobile capabilities vary by package and may include Project Status, Time Card, and Agile Development.
2 Available to license separately as part of the Agile Team package.

  • Project Portfolio Management
  • Demand Management
  • Scenario Planning- PPM
  • Resource Management
  • Performance Analytics
  • Innovation Management
  • Digital Portfolio Management
  • Release Management
  • Alignment Planner Workspace
  • Mobile Applications1
  • Agile Development2
  • Scaled Agile Framework (SAFe)
  • Investment Funding
  • Predictive Intelligence
  • Virtual Agent

Identify your desired 

business outcomes

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SPM empowers your organization to deliver on your strategy. But before you explore all of the features of the solution, you need to ensure you are planning your strategic priorities and investments to the needs of your business.  To help you achieve that we have an eBook that helps you ensure that the work you are doing is optimally aligned with the business needs of your organization. Our SPM overview page helps you translate those concepts into action, while this infographic helps you create a business-aligned PMO to support those endeavors.  We also have our own proven methodology, Now Value, to help you envision, create, validate, and champion value and realize success with ServiceNow.

Work with

ServiceNow experts

If you have chosen to work with a ServiceNow partner or ServiceNow Expert Services for your implementation, it's important to clearly communicate the business outcomes you want to achieve and agree on a well structured roadmap to attain these goals. If you need guidance on successfully engaging with an implementation partner, this workbook is an excellent starting point.

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To accelerate time to value and reduce risk, make sure that your partner uses Now Create, ServiceNow’s library of more than 700 leading implementation practices. We also recommend you use Now Create if you are self-implementing, as it provides a wealth of assets designed to guide you to success.

If you want to work with a partner but haven’t selected one yet, check out our Partner Finder or talk to your ServiceNow account representative about ServiceNow Expert Services.  We can also work with your chosen partner to infuse our expertise into your implementation through our ServiceNow Assure service offering.

For those of you who have purchased ServiceNow Impact services you will have ServiceNow experts and resources at your fingertips to help you through your implementation of SPM and achieving your goals.  If you do not have a ServiceNow Impact package, consider how having dedicated resources, discounted training, and jumpstart services can help you get the most out of your ServiceNow investment. Read more here.

Join the ITSM Community

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Expert tip:

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Expert tip:

If you’re not already on the latest ServiceNow release, we strongly recommend that you upgrade before you go live. By upgrading, you get new ServiceNow innovations into the hands of your users faster, gain access to the latest performance and security enhancements, and ensure that support is there when you need it. To make your upgrade smooth and successful, check out these upgrade resources.

Understand ServiceNow releases & upgrades

Build your team's skills

If you are planning to self-implement, you need to give your platform team the skills they need to succeed. The best way of doing this is to become a certified ServiceNow professional. We offer several certification paths for different roles in your team. Check out the links below:

  • PPM Implementer certification
  • ServiceNow Administrator certification
  • Application Developer certification
  • Agile Implementer certification

Guide for self implementation

To successfully deploy SPM, you need your business to understand and use SPM and recognize its benefits. To do this, you need to communicate what’s changing and why to both your end users and service desk agents. You also need to ensure that your agents are trained on ServiceNow SPM.

This webpage provides detailed guidance on how to plan for organizational change. If you need help creating a winning communications plan, this communications plan template also provides useful advice.

Prepare for
organizational change

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  • Get Started with the Now Platform
  • Create Visibility Across Your Investment Portfolios with IT Business Management

The following courses are a great starting point for your user groups:

  • Project Portfolio management Process Workshop

And the following content will help you develop and implement best practices:

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© 2022 ServiceNow, Inc. All rights reserved. ServiceNow, the ServiceNow logo, Now, Now Platform, and other ServiceNow marks are trademarks and/or registered trademarks of ServiceNow, Inc. in the United States and/or other countries. Other company names, product names, and logos may be trademarks of the respective companies with which they are associated. servicenow.com

Bookmark these resources

ServiceNow Customer Success Center -- The CSC is a one-stop shop that gives you instant access to proven methodologies, leading practices, expert insights, and advice. 

NowSupport -- You can get technical issues resolved quickly by contacting our support team comprised of ServiceNow employees with deep product knowledge and real-world experience.  Read more here on how to use support.

Visit the Strategic Portfolio Management community . You’ll find best practices and other useful resources for SPM implementation, and it’s also the forum to talk to ServiceNow experts, get your questions answered, and connect with other community members.

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