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ServiceNow San Diego - Procurement Service Management Dashboards

Import · Apr 21, 2022 · video

[Music] hey everyone it's justin thanks for watching in this video we're going to cover procurement service management in particular the uh new dashboards that come with procurement service management so i'm logged in as worn one of our demo personas and i'm going to call your attention upper right here where we've got a procurement buyer dashboard strategy and ops dashboard team performance and case management so let's start with the top look at the procurement buyer dashboard to show you what's going on here so in procurement we're sourcing and negotiating things and so you see i've got a widget or uh yeah widgets for my open sourcing requests open negotiations expiring contracts i've got uh open sourcing request by due date there in the middle lots of stuff overdue in my opinion negotiations by due date expiring contracts by due date lots and lots of widgets going on open task types open purchasing tax types open purchase requisitions and aging purchase requisitions if we look at the achievements for this particular procurement buyer how much money are they saving um year-to-date or how much are they spending here today how much money are they saving um how many uh what are the negotiation negotiation outcomes here today cost avoidance standards day they're gonna contract terms negotiated here's my average sourcing request cycle time average purchase requisition cycle time um on that particular dashboard next up we're going to go to strategy and ops all right this is about how much we're doing how much we're saving and how is that progressing through the flow or through the different workflows so here we've got total spin um year-to-date spend categorization year-to-date total savings year-to-date negotiation outcomes year-to-date um you get the idea of their spend category broken down spend by supplier broken down and then utilization of blanket or active blanket purchase orders um so we can see there that reseller c has got a one open for a hundred percent and fifty three point three percent and um all of this by the way if you look in the upper left is filterable so all these widgets if we wanted to go by cost center or department i could select a particular department let's say accounting and finance and apply that and it'll filter all those things but for the demo we're going to close and clear that filter so it keeps that so under operations open source area requests negotiations expiring contracts uh sourcing requests by due date expiring contracts by end date aging purchase requisitions open purchase requisitions lots and lots of stuff going on there third dashboard team performance so how is the team performing so here we've got a couple of widgets showing the request cycle time last month uh sourcing request cycle time last month purchase requisition cycle time and then average sourcing average purchase requisition negotiated savings by buyer right so get a little leader board there um to to motivate people and then negotiate negotiation outcomes by buyer year to date so you can see who's doing the negotiation and actually saving money or avoiding costs stuff like that last dashboard to show is the procurement case management dashboard if you haven't already i did a procurement agent workspace video check that out i'll put a link at the top but here we've got an overview of all the cases open procurement cases by type open payment cases by department open procurement cases by assignment group and two widgets that have no data because i'm in a demo environment now don't forget on these dashboards everything i just showed it's all interactive so you can click on these it'll take you to the records you can open the records directly from the dashboards we don't do static reporting and service now we do dynamic reporting in service now that's it for the procurement service management dashboards i hope you found this video helpful if you did please like please subscribe or share it with somebody you think might be interested otherwise i will see you on the next one [Music] you

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