This video shows how solution owners use Digital Portfolio Management, or DPM,...
... to view and manage their services, business applications, and application services through the plan-build-run lifecycle.
DPM is a unified workspace...
…that brings together data from different ServiceNow products…
…So that solution owners—people who own services, service offerings, business applications, and application services...
... don’t have to navigate around to various products to get the full picture.
You can get DPM in the ServiceNow Store.
In DPM, when you view a solution…
…like this one…
…Tabs appear to help you work in the phases of a plan-build-run life-cycle model.
Business and Technical Services and Offerings display Plan, Build, Run, and Info tabs.
Business Applications also have a Risk tab.
And because Application Services are considered operational CIs, they just have Run and Info tabs.
You can configure these tabs and other DPM features in UI Builder, to match how you and your teams work.
This provides a single view of the full life cycle so that you can monitor the health and performance of the solutions you own, ...
... as well as those that may impact services or applications you care about.
And if you have questions, just click the Contacts icon.
A portfolio is a collection of services… service offerings… applications… and application services.
DPM provides two types of portfolios:
…Personal…
…and Enterprise.
Here are shortcuts to them….
And you can also access them here.
As a solution owner, you need to see all your solutions—across multiple portfolios—in one place.
With a DPM manager role, ...
... you can create multiple personal portfolios that group solutions by objective, capability, organization, project, service, or any other way you want to see them.
You can share them with other people…
…And view portfolios that others have shared with you.
You don’t need an enterprise architect or a committee to organize it for you.
Enterprise portfolios are created at the organization level and come from the Service Portfolio Management product.
They’re structured hierarchically according to a defined taxonomy, and they show services and offerings.
You can drill down through the taxonomy layers to see data at the service and offering levels.
You can associate a KPI group with a portfolio to track and analyze performance, and identify where to improve your services.
You can add KPIs at any level of the hierarchy, and lower levels inherit them from the level above.
So, when you add KPIs at the portfolio level, you can view their performance from the top, all the way down.
You can also add KPIs to individual services and offerings.
Here, we’re logged into DPM as Sarah.
In the Rome or San Diego release with UI16, you can access Digital Portfolio Management from the Application navigator.
Sarah owns knowledge management services and apps at a university.
She’s responsible for the delivery, continuous improvement, planning, performance, and management of the knowledge bases service and the IT Service Management business application.
The landing page shows issues that may impact the services and apps owned by the logged-in user, like outages, P1 incidents, changes, risks, and audits.
It also has shortcuts to personal and enterprise portfolios.
Right away, we see what needs attention in our ecosystem.
On the personal portfolios page, we see portfolios that have been shared with us.
We need to create one to bring together the specific services and apps that are of interest to the Knowledge Management team.
We’ll add our team members as editors, so that they can view and edit the information.
Here we could search for individual applications, services, and offerings….
But instead, we’ll just find everything Sarah owns and select from the list.
After reviewing our selections, we click Create….
…And here’s the new portfolio, configured just for our team!
These items apply to the applications and services in this portfolio.
We can also add applications and services that are owned by others but might impact our team’s activities.
Sweet!
For more information, see our product documentation or knowledge base.
Or ask a question in the ServiceNow Community.