
Overview of what you will learn in this course on ServiceNow Strategic Portfolio Management.
Introduce NovaLink Energy, its Green Future 2030 sustainability vision, and the personas in the scenario. Show the head office, corporate goals, and business challenges. Explain the complete ServiceNow SPM journey from strategy to execution that learners will follow.
Demonstrate creating the corporate strategy in SPM with strategic themes, objectives, priorities, and KPIs. Show how the Strategy Map visually links the vision to execution activities.
Show Camelia Perez submitting the AI-Powered Smart Grid Optimization idea, capturing costs, benefits, and strategic alignment. Brian Marshall evaluates it with a scorecard, approves it, and converts it into a demand.
Complete the demand record, link it to the corporate strategy, and add business case details. Demonstrate weighted scoring and prioritisation for portfolio inclusion.
Megan Burke creates the Green Future 2030 portfolio with budgets and objectives. George Tukis creates the Smart Energy Infrastructure program and links related demands and projects.
Paul Martin creates the project, defines scope, start/end dates, and budget. Add tasks and milestones in the WBS, review the Gantt chart, and set a baseline.
Rosie Mathews creates UAE rate cards for different roles. Paul Martin builds the resource plan, assigning Abel Tuter, Beth Anglin, and other team members with correct allocations.
See how a project resource submits timecards and how the project manager approves it and then calculate the actual costs for the resource.
Learn all about the ServiceNow Now Assist SPM features and let AI help you manage your projects.
This course covers all critical aspects of ServiceNow Strategic Portfolio Management (SPM), ensuring you can maximize the efficiency and success of your projects. The main sections of the course include:
1. Introduction to ServiceNow Strategic Portfolio Management
• Overview of ServiceNow SPM
• Key benefits and features
2. Innovation Management and Submitting Ideas
• Using the Idea Portal
• Submitting, viewing, and collaborating on ideas
• Promoting ideas to demands
3. Demand Management
• Creating and assessing demands
• Adding details, stakeholders, and requirements to demands
• Converting accepted ideas into demands
4. Project Portfolios and Programs
• Setting up and managing project portfolios
• Annual portfolio planning and budgeting
• Tracking portfolio progress
5. Project Management
• Initiating and planning projects
• Managing project tasks and timelines
• Monitoring project progress and performance
6. Resource Management
• Creating and managing resource plans
• Assigning and tracking resources
• Using time cards for effort and cost tracking
7. Financial Management
• Budgeting and forecasting
• Tracking financial performance of projects and portfolios
• Managing multi-currency budgets
8. Reporting and Dashboards
• Creating and customizing reports
• Using dashboards for real-time insights
• Visualizing data with bubble charts and other tools
By the end of this course, you will be able to:
• Efficiently manage and track the entire lifecycle of your projects.
• Utilize ServiceNow PPM tools to enhance collaboration and innovation.
• Make informed decisions based on comprehensive data and insights.
• Optimize resource allocation and financial performance.
Enroll now and take your project management skills to the next level with ServiceNow Project Portfolio Management!
This course is not affiliated with any official ServiceNow curriculum or ServiceNow partners.