The intent is to help enable you to develop a minimal viable process for Application Portfolio Management:

• Active Application Portfolio Management on your instance and create one or more groups for users that will use APM.
• Quickly establish at least a partial Business Application Inventory using a provided Excel Template and Written Instructions
• Configure your own Business Value and Technical Risk assessments
• Launch those assessment against your Application inventory
• Gather the assessment scores as Indicators and generate a score for each of the Applications.
• Utilize those simple indicator and scores to run a simple rationalization in EA Workspace.
• Stretch Goal: Establish a Business Capability model based on APQC or other sources and align your application inventory to the business and manage those Capabilities in EA Workspace.
• Define a Roadmap for your Application Portfolio Management practice.

The toolkit contents are as follows*:*

• APM Toolkit - Setup APM - v1.pdf - documents the activation steps
• Install APM and setup groups for APM Analyst.mp4.zip - a video demonstrating activation
• APM - Importing business applications from the toolkit template.mp4.zip - video demonstrating import of business applications.
• business_app_import_template_v2.xlsx - a template for importing business applications
• APM Toolkit - APM Assessments and Indicators - v1.pdf - document describing how to configure the Business Value and Technical Risk assessment then launch them and gather indicator values.
• APM Toolkit - Creating Business Capability Imports - v1.pdf - document describing how to configure and load Business capabilities from APQC or other sources and align your applications.
• cmdb_ci_business_capability_import-example.xlsx - example business capability import template
• APM Toolkit - Creating Business Capability to Application Imports - v1.pdf - how to use import to align Capabilities and Business Applications.
• Capability2Application.xlsx - a template for Capability to Application import.
• Configuring Business Value and Technical Risk Assessments then populating the indicators.mp4 - Coming Soon! a video series demonstrating the configuration of assessments and generating the indicator scores.

Additional Plugins to get all of the APM Capabilities

The APM setup guide attached here is primarily focused on the core APM functionality and only speaks to install of the APM plugin itself. As APM grows in functionality, we have several other plugins we recommend that you install.

Enterprise Architecture Workspace

The Enterprise Architecture Workspace is now the primary UI for APM activities for Enterprise Archietcts, IT Owners and other APM users. It is a must to be installed.

1. Visit the ServiceNow Store and locate the Enterprise Architecture Workspace add-on.
   Enterprise Architecture Workspace
2. Request the plugin. It is included as a part of your APM subscription so there are no additional fees as long as you are an APM subscriber.
3. In your ServiceNOw instances, install the Enterprise Architecture Workspace.

Check the workshops and articles her in Community for EA Workspace:

Enhance your APM with Enterprise Architecture Workspace

Digital Integration Management

Digital Integration Management allows you and your teams to document and manages your APIs, microservices and subscribing integrations. This is a highly recommended plugin.

1. Visit the ServiceNow Store and locate the Enterprise Architecture Workspace add-on.
   Application Portfolio Management Digital Integration Management
2. Request the plugin. It is included as a part of your APM subscription so there are no additional fees as long as you are an APM subscriber.
3. In your ServiceNow instances, install the Digital Integration Management.

See the following articles on Digital Interface and Integration management in APM:

Managing Digital Interfaces and Integrations in APM

Other Plugins

From the ServiceNow store, install the Application Portfolio Management Cloud Assessment to add evaluation capabilities for your cloud migrations within APM.

Useful resources