Lesson 2: Demand, Project, Program, Agile, Resource, Financial, and Portfolio Process Design

Lesson Overview

This lesson develops practical capability in demand, project, program, agile, resource, financial, and portfolio process design for the ServiceNow Strategic Portfolio Management Implementation Training. Learners connect platform data, workflow, security, user experience, testing, and operational support.

Topics Covered

Demand, Project, Program, Agile, Resource, Financial, and Portfolio Process Design: purpose, terminology, architecture, personas, and measurable business outcomes
ServiceNow applications, tables, records, roles, workspaces, data relationships, and configuration used for demand, project, program, agile, resource, financial, and portfolio process design
Requirements, process design, dependencies, controls, governance, and implementation sequencing for demand, project, program, agile, resource, financial, and portfolio process design
Hands-on configuration and workflow practice focused on delivery and resources
Testing, validation, dashboards, diagnostics, troubleshooting, documentation, release, and operational support for demand, project, program, agile, resource, financial, and portfolio process design

Practical Activity

Create a design or configuration worksheet for demand, project, program, agile, resource, financial, and portfolio process design: purpose, terminology, architecture, personas, and measurable business outcomes.
Build and validate a practical ServiceNow exercise for hands-on configuration and workflow practice focused on delivery and resources.
Review logs, reports, test evidence, controls, and documentation for testing, validation, dashboards, diagnostics, troubleshooting, documentation, release, and operational support for demand, project, program, agile, resource, financial, and portfolio process design.

Key Takeaways

Explain the architecture and business purpose of demand, project, program, agile, resource, financial, and portfolio process design.
Configure or implement the core ServiceNow capabilities required for hands-on configuration and workflow practice focused on delivery and resources.
Validate results, identify common failure points, document decisions, and support a controlled release.

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ServiceNow Strategic Portfolio Management Implementation Training 1 Section4 Lessons16 Hours

Curriculum