logo

NJP

ITBM Investment Portal

Import · Mar 26, 2021 · video

hello i'm john hose advisory solution consultant it business management at servicenow completing projects and demands on time and within budget is often a challenge tracking and managing investments and creating investment reports and sharing them through email can be time consuming and inefficient during the next couple of minutes i'll briefly demonstrate a solution to this challenge provided by the servicenow investment portal which gives you centralized at a glance visibility of the status of your organization's key investments including timeline financials and real-time kpis when entering the investment portal the user is presented with their investment views which are provided on configurable investment boards an investment board can be easily created through simple filter definition and shared with other stakeholders you can save time on new investments by creating cloning or modifying boards as needed the newly created board instantly gives you a comprehensive view of projects and demands aligned with the delight customer's strategy in an intuitive user interface that makes status reporting more efficient the bookmarked tab contains important views the user accesses frequently from here we'll select the it applications modernization portfolio when drilling into the view we see configurable at-a-glance summary widgets on top and an investment overview section underneath the information is based on the project and demand form fields both the summary and the overview table can be easily adjusted to the desired analysis needs clicking on the timeline tab we're able to drill into the schedules of the investments themselves and view them by month quarter or year we can track against key milestones and hover over timeline entries for a status summary that includes planned and actual start and end dates state duration and percent complete the financials tab lets us easily view and analyze investments from a monetary perspective it provides a detailed breakdown of cost aspects of your projects and demands in yearly monthly and quarterly formats based on cost plans associated to your projects and demands in this demo we saw how the investment portal provides cross-enterprise and cross-portfolio visibility enables timeline and financial analysis and displays real-time at-a-glance details on both the demand pipeline and in-flight work the investment portal provides a quick win for organizations looking for instant visibility into their work for additional information on the investment portal visit servicenow.com itbm

View original source

https://www.youtube.com/watch?v=lVcojTxr_mk