welcome everybody to the Digital Services Forum today we're going to talk about digital portfolio management and before I start I always like to in the beginning if this is your first time we we have a very active chat here because this is a a meeting it's a forum so feel free to use the chat if if you're here for your first time today just go ahead and write your name in there where you're from and then how you heard about the Forum so that the other members can welcome you on chat as we go through some of the content for today and welcome to the group I want to start by setting some context for today and I'll go back to previous meetings for those of you don't know we post all of our meetings with the content that we're sharing during the meetings we post it all on our Forum so I'm going to jump out to our Forum all the way back from December 7th and what we talked about during that Forum was about the me jump into that we presented a road mapap and I I'm going to put this link in there but it it's basically a road map on on csdm adoption and a lot of this context that we're we're working towards today is from that now if you go on this csdm road map adoption like I said I'll put this link in the chat for everybody there's a link here to the presentation and that presentation talked about how to look at csdm and how to Stage it so if you that presentation link that's in this forum um post this the blog post you'll be able to go here and you'll see this this deck now the deck is only going to be three slides it's this top slide and then as you go through the deck and you'll be able to do this right online it'll give you the capabilities map and then this third slide is going to be a road map for configuration management and more around the csdm now for those of you who are on the meeting back in December I did put an update to this road map on here uh so there's a March update and it basically has a new capabilities map right so for today what we want to look at is if you do go on to the capability Slide the first thing I want to show you is underneath it service management if you click on it service management it'll take you to the details and then under the details for IT service management we're going to talk about digital portfolio management that's that's what we're going to talk about today so this is the workspace for digital portfolio management and we're fortunate enough to have the product manager on today we'll introduce in a minute but digital portfolio management the reason it's important is it is something that everybody has and is part of itsm but it's also very relevant on your road map when you talk about configuration management during our December meeting we had a conversation about the mistakes that people make in the road map on csdm one of the things is you have to focus on this data down here right we have to do we have to think about service mapping and you can get a little more detail on service mapping what that is so all this data that we need to make sure it's correct we're doing it for a reason right but we have to make sure as we continue on with the data and we get into normalizing the data and all these different things we have to think about who's using our data that we're building in the configuration management database so as you come up top here these three lanes are focused on all of the process owners that benefit from csdm so if you go up here to change management this talks about the csdm change management piece where you use csdm in change management and then the benefits that you get from using that data and so the road map has to be about not just getting csdm models right which we've been really focused on during these meetings but using the csdm data that you are creating inside these processes okay now a way to have a North star that we're doing a lot of this a lot of the road map planning I've been doing with customers the way that we have a North star for this is we start to promise the reports that become available when you get configuration management right and that reporting out to solution man to solution owners rather that reporting is in digital portfolio management so as we start to integrate different processes to use our data our configuration management data this visualization is going to be is going to be the big part that we deliver it's a big part of the value that we deliver along the way so we're going to make change way faster we're going to give you a better impact assessments incident way faster we're going to help you on the service catalog like all these different things even in the security area right the cstm is going to help you but the way that you're going to see all that right you're going to way give visualization to the solution owners is you're going to do that through DPM right so that's a should be a big part of everybody's road map who's really focusing on the configuration management database specifically this csdn now there's one more thing I want to do before I introduce Caitlyn is there's another meeting we had and this was um this is another meeting that I have posted on here from our April 11th meeting and during this meeting we um we had some surveys and the surveys were more about DPM because we talked about how important it is on the road map so do you have people with um with the product management role right and we're specifically talking about product management here that was one of the questions we asked and um these product managers are the ones would likely be the mo the beneficiaries of DPM the biggest beneficiaries then we went ahead and we asked um here have you seen a demo of DPM before and we had a very large percentage we had more than 50% that haven't seen DPM so knowing what it is is our first goal for today um count of when are your plan what are your plans for DPM so we've seen it but have no plans to roll it out so hopefully we change that today based on showing you some of these things and then the second part of it being that it's it's something you already own which is something you have to start using and then the Third third thing we said um before today were you aware of the Enterprise portfolios of DPM so we had a large percentage of people that are not aware of the new features we always had service portfolios but now there's these Enterprise portfolios so to address this right and and to make it hopefully um crawl up everybody's list of priorities we're we're going to bring in Caitlyn today to talk about this and um so what we're going to cover is on DPM specifically and I'm going to put these links in here so you can go back to those road map slides I saw those blog posts if you need that information so we're going to give you a general overview and hopefully get everybody on the same page on digital portfolio management and then for those of you who have been using it maybe see some some of the new things that are in there we're going to go through a demo of it and then um there's a new feature coming that Caitlyn's going to introduce to us today as well Caitlyn are you on hey John yeah hi everybody hey all right and I figured you just take sharing over from me and hopefully that setup gives you some context I know I've been passing you emails on the background of this so yeah absolutely I'll go ahead and steal the share here quickly thank you thanks so much for having me here um always great to to join uh this forum and just a little bit of background I have been with service now uh I think coming up on seven years this year um and I've I've mostly stayed in the space of like service portfolio management and um you know managing end to-end life cycle of services serving the you know service owner Persona and then kind of extending into the digital portfolio management space um as John mentioned I am the the inbound product manager uh for this product I also own service portfolio management and the service Builder they're all very much um interconnected and then with me on the call I do have a few folks from our team um and so if you do have questions um I think they'll be monitoring the chat if I can't get to it right away um or you know do let me know Isaac if if you see anything and I can try to answer that uh out loud so I can do that thank you um and and I a couple of faces I recognize so it's really great great to have that so um I'm going to start with a background so if you have seen this before I do apologize but since a a large majority haven't I think it makes sense to to give that context jump into a demo of the product like John mentioned and then also highlight a couple of things that will be coming um in our June 6th release okay so to jump in uh this is the Safe Harbor so I will be talking a little bit about some things that we're working on and so just keeping that in mind as a Safe Harbor and and not making any um you know investment decisions based on that this product started with a ton of research um and we are um always building on that so this number is a little bit old in terms of who who we've chatted with and what we've learned but the main reason um or or impetus for building the product was this understanding of an overlap between service and application um ownership and and the fact that there are these individuals who not only own the service act aspect of something but also the technology managing the application of it um and in you know service now we treat a lot of these things very separately and have different experiences and products for them and so This research was to to see if there there are opportunities to better serve this kind of a Persona um with a more unified space this is our Target persona for digital portfolio management and again this came out of the research we use the word solution to be a little bit more um all-encompassing of the different types of individuals that we spoke with because as we know different people call themselves different roles so there's you know service owners Service delivery managers product owners product managers application owners all different kinds of of sort of flavors of the same like fundamental job or or responsibility and so we're using the word solution to Encompass that but you can think of that as the same thing as like somebody who would say I'm a service owner or I'm an application owner and the the fundamental part is like they're looking at that end to-end life cycle of the thing that they own um they're accountable for it and it's typically one or more services or apps um and they need information across that end to-end life cycle because to be able to make investment decisions they have to also understand how it's currently performing some of their key responsibilities include um creating and maintaining a road map they look at the operational performance and health of what's being provided what are our incidents looking like how are our changes working you know are we meeting our slas and our availability commitments things like that and they're looking at ways that they can improve what they're providing so as end user experiences and and expectations change you know they need to kind of stay with the times and make sure that they're they're Meeting those needs um because ultimately that's how they continue to get funding next year from the business um you know or from from their teams and so another key aspect of that right is making sure that their end users or their customers the key stakeholders um their needs are being met and that they're kind of staying in touch with with what those needs are so those are some of the key responsibilities it's certainly not exhaustive um but just to kind of give a sense of the kind of persona that we're looking at with this particular product and when we talked to them they had a lot of pain points um one of the biggest ones was the fact that they weren't using service now today um because the interface was not friendly they would have to go to different places to see information about the thing that they owned um so whether that be a service or an application the data that they needed to understand that end to-end life cycle is in all different kinds of products across the platform and then of course also external so some of their favorite tools were you know Microsoft onen notes and PowerPoint presentations and um you know Word Documents I saw a lot of very Creative Solutions and so they're looking and pulling data from all these disparate tools it leads to a lot of siloed work and so when we would talk to you know folks who were trying to mature their service portfolio practices or their application practices how are we delivering our services and our apps in the organization um they had no real uh insight into how their services were being defined how being able to compare Cross services because everybody was sort of tracking them and defining them and then also reporting on them in very different ways and in different formats so you really couldn't compare one service to another uh for example and so there's a lot of siloed work um and then lacking a a full picture of what is actually being delivered where are you investing what value Are you delivering to the business or to your end users and then when we asked about you know there is a lot of data and service now why aren't you using it it's because there's really no tool for them and then in order to sort of get that picture they would have to create either their own custom dashboards using service now you know or try to pull Cobble that together and it was just too complicated um to actually take that step and then of course then they'd have to fully maintain it um so we did see an opportunity here um it it felt like a really good problem to solve um so that's really where DPM came from uh it was an effort to unify data from across our service now platform for these P this type of persona these kinds of users people who need that end to-end holistic view of their services their applications through that end-to-end life cycle it's been available on the store for about two years now um we do release quarterly um and uh we do try to also release where the majority of our customers are so um our June release uh will be compatible with Washington or I should say built on Washington of course compatible with um zanadoo but all of our new uh features are are going to be available there and that releases coming June 6th I like this slide because I think it gives a good um context to how we're trying to solve um for this Persona so how how I kind of like to describe it is we have all these different products across service now that has a ton of really rich and important data and those products are serving particular personas so if we look at you like the Strategic portfolio management space they're they're doing a lot of work to support the project managers and people who are are assessing all the projects all the work that's kind of being delivered the status and the progress tracking key tasks and Milestones making sure things are um on task and also assessing you know the the financial aspects associated with with those Investments and so those tools are very much tail sced to that project manager Persona a a a service owner an app owner they're not a project manager but a lot of their services um have work that's being delivered through projects um and or new new work ideas for work are being tracked through demands and so they do want insight into all the projects all the demands that are uh in line or impacting their service or their application um they want to know what Milestones are upcoming they want to know if there are any tasks that are not complete or that are at risk they want that Insight that visibility um and they want that across all the different types of data that can be related back to their service or their application um so if you think about again this is not exhaustive but it is more like conceptually trying to illustrate um the how we solve for DPM is that we pull data kind of from Key areas strategic portfolio management application portfolio management it service management um we pull in data from itom we have some data from risk um and and we're basically looking at all those different record types saying what information is important to this user how can we best represent that for them again in the context of what they own um and so it then does provide them visibility to that data across the end to end life cycle so I've been talking for quite a bit and I want to just see if there's any questions or um any comments is this resonating do you have similar challenges anything like that that I can speak to before we jump into a demo yeah we've been talking a lot about the product manager Caitlyn and there's a question on there about where does that product manager sit and um I think rolled into that solution owner right that's yeah so it it it's interesting because uh with the common Services data model they have a you know concept around the digital product and having um you know using that kind of a data model I will say that the digital portfolio management workspace has not taken up that data model and so what we're looking at like from a csdm core tables perspective is the business application table the core Services table and the extended tables for business and Technical Services as well as application Services um and it's interesting because I have uh spoken with and worked with customers who are managing products but the approach that they've taken is a little bit more direct where they like relabeled a table to be a product um and they're sort of considering that they you know like the business application table they Define their products in there um and they have product managers and they're managing the end to end it's sort of using that data model so in terms of like how we're serving for that kind of a Persona if it's I call myself a product manager and I'm managing it you know using sort of those supported tables then it's very much in line with how we call them like the solution owner um but in terms of that kind of new Digital Services data model we're waiting to get a lot more crisp Clarity on what that's going to look like um and kind of serve it that way so I does that help to answer the question yeah I think I think that yeah and then I think the U the other part we talked about in another meeting was um for the product managers they're usually going to want to they might look want to look at a few services that their products they might want to look at a few of the apps so that grouping that's available that you'll see in the demo I think we'll we'll cover some of that as well yes you can still scope your product even though you don't have a you're not looking directly at a product model right y y awesome and then um there was something here about alignment with APM um so um interested knowing about how APM will continue on line with evolving oh he's talking more about csdm here yeah uh this is Mitch hey John um hi thanks for this yeah I just uh we're starting to look at APM I I know really to to leverage um business applications you really want APM and and you know ring as as evolves around digital products um how how are we how are we looking at APM as complimenting the csdm especially as as it moves from services to products and just the kind of the where that integration will will remain or or change because I don't think people are using APM to the extent that that it should be used in relationship to your business applications and capabilities yeah APM and DPM are are we are very closely aligned um and so working quite a bit with the the product manager for for the APM piece the way that we've sort of taken it is APM you can think of it as as the like the core tables and structure to manage all of the business applications that you're delivering in the organization um and then the Enterprise architect workspace is built you know kind of on top of or really for you know Enterprise Architects and managing that that full ecosystem and it's also leveraging the application portfolio you know tables that structure and then DPM is solving for the application owner Persona um and so we share some use cases um between like those different experiences and I would say it's it's really like APM is driving so many of our uis and I'll show you you wear and like how that data really comes into play um and so when you're using application portfolio management you get a lot a ton of value I should say at least minimally out of out of digital portfolio management and I don't think it's going anywhere in terms of like Future csdm No I Michael I could give you some current use cases our company is we just recently licensed APM after a while of uh not having it and having a pretty large application inventory and business applications and as part of APM we also did ham and Sam Pro so as mentioned before it's it's really a great single pain for Enterprise Architects um to do your application rationalization to do life cycling and review standards uh but also um isn't it technology risk management now used to be technology portfolio management was a piece of APM and um that's going to be the big part with the modeling for ham and Sam Pro and our overall life cycle risk maybe I'll reach out to you Billy I don't want to take up time but I put my email in chat if you're if you're up for having a quick chat yeah sure thanks and the last one Kaitlin I think you'll probably cover this in the demo U but um is the DPM still beneficial if you don't have SPM APM or itom first so yeah you can absolutely so so I'll show you some of the things that we've done to try to make it um something that you can use in part or in full kind of depending on where you are because the majority of the time um a customer will have uh a space that they're using the most you know one of the more common use cases that I personally talk to is you know more of a service oriented construct and using a lot of the itsm processes and so we do have a way that you can get started work using services and just sort of like that run data and start to get value there and then continue to build out that story like as you you know use more of the products and sort of build into those other products then the more kind of value you can get out of um out of DPM so you don't have to have everything we certainly don't expect that um as you're starting to implement it awesome yeah I think the rest of them we can we can take care of offline or or they've been answered by what you said so far so I think we're good okay awesome so let me stop sharing that and let me go into a an instance if I could find where I here we go okay log back in okay so this instance is going to be looking at the version that we're releasing in um June and so I will be able to share with you um some of our our plans to start um I'll come here I'm I'm logged in as a system administrator so I'll be able to show you um you know just kind of like all the different tables that we're supporting within DPM um this is something that's new we've created an admin Center so this is coming in June um this link will take you to the workspace uh you can also find it within the work spaces um like drop- down menu at the top we have a couple of key aspects around uh kpi groups we have a feature called needs attention that I'll share with you and then these are the different tables um that we surface in the product um the different service tables personal portfolios and then we talked about the Enterprise portfolio construct so I'll you know show you what that looks like visually um but kind of it behind the scenes that's looking at the service port folios and then a new feature that we introduced um end of last year around um portfolios that you can build out for your business applications or for your application Services um again this is different than that you know Enterprise architect uh use case when we're talking about the Enterprise portfolios in the DPM cont context that's more around reporting um on key information to help you drive some decisions um and understand how teams are performing um so I'll show you what that looks like and then these are the different business application application service tables and then we have this whole section around Administration although this is being again kind of migrated into the new um admin Center which I can share so if I impersonate one of our our Target users so we have two key roles that we um support in digital portfolio management one is the DPM admin role which does more some more of that configuration so being able to interact with our system properties being able to map kpi groups things like that and then we have more of our user role which is the DPM manager role this is for the like the service and the app owners people who will be coming in to consume this information and I'll just impersonate um a user that we have who has the DPM manager role and so they'll be able to come into their DPM workspace one thing that we did did in our uh I think it was November of last year was We redesign redesigned our homepage um to basically better meet our user needs and so what you see here when you first land um is a current status of the different solutions that this person that Sonni owns or cares about so she may directly be the owner or she may be like very dependent on a solution that she wants to keep her eye on so this is very f fible um in terms of in terms of how it can be used but these are the things that are relevant for her so she can see her different Services um and in this case she is a service owner but you can also add applications and application Services it is personalizable so we try to give every user a starting point where we can automatically generate what their homepage will look like but then they can take action to make it you know unique to them or specific to their needs um we have this edit status condition which basically will allow the user to change um the thresholds for which the cards will change from you know Green to Amber to red again this kind of helps them to focus their attention are there any critical incidents are there any outages that I need to be aware of they can also add and remove the services or the applications from their page so I can show you very briefly how that works so in this in this uh model you can see that the different um types that we include across digital portfolio management and then so let's say that she wants to add this uh business application when she clicks add it now it's automatically showing up on her screen oops I missed it where did it go here it is um and then for the criteria for how to change the cards status it's this edit status conditions so this is pulling from our needs attention concept so one of the things that we do is we have a lot of um you know performance analytics indicators within DPM the reason that we use those is because it helps to give more of a trend a history of how the data is performing if it's improving or if it's getting worse and what that does though is it it makes the data a little bit stale right it's from yesterday it's not today's data so the needs attention concept allows us to show you what's happen happening now like what are the current things that uh this user should be um you know should pay attention to or should be informed of and that is also configurable and so I'll I'll show you where you can do that um but basically what the user can do is they can see what are the attributes that are available for them to choose from we ship these um for for the business application and then again you can add to that that list um or you can modify what we've shipped and then they can also set their thresholds so in this case they're saying if there's even one critical incident let's turn it red bring it to the top of my list I want to know about it um for audits maybe they don't want it ever to impact their card status because it's not as urgent it's something that they can complete later um and so they they don't want that to impact their the color of the card but they do want to know when there are audits for them and this is this is coming from application portfolio management if we go to the app Services there are um a couple of more options so there's also risks um again this is also coming from um APM that that technology portfolio risk and then we also show alerts here so there's a couple more options to choose from they can choose up to four like the four that are most critical um but again it it helps the user tailor this experience to them and to how they work and operate um so if I close out of here again you can see the different um you know results and you can drill down um directly to that particular issue to understand the status of it you know it's already been resolved okay great I don't have to worry about it anymore um you know even though it had just happened or if it's not been assigned yet they can follow up and and kind of get a status of what's going on they can drill down to the record page as well and that you know that works for every type they can also then go directly to view that particular um entity so here we'll go to view the business application they can see the detail page they can view the relationship map or they can you know directly remove it from their homepage if I go to view the detail page this is where we tried to bring a lot of consistency to how we were presenting and and allowing this Persona to manage um you know the things that they owned so instead of having like different experiences and different uh ways to find the data that they needed between you know service portfolio management or application portfolio management we use the same layout so they every time they go to view a service or an app they know where they can go to find the information that they need um we have these plan build run and info tabs that's pretty much consistent across the business and app for the application we include the risk Tab and again this is coming from application portfolio management so we have the GRC risk and then we also have the technology uh portfolio risk um at the top there's the view the relationship map so you can also access the map from this View and then here they could actually go ahead and create a demand so this is getting into that continual improvement process so based on the data that they're seeing or the information they have they can go and initiate um creating that Demand right here from DPM on this right hand panel this is where we we serve surface that needs attention so not only is it on their homepage but it's also in a couple of other places through the workspace um they can you know drill down to go ahead and view um that record or in this case we have all these different audits so here they can you know go see that they can search or filter if they need to uh they can also see different contacts for the business application so the way that this works is any field on the application record in this case or you know if you're looking at a service or an offering it works the same but any field that references the CIS user table we will show that person here any field that references the CIS user group we will also show it here so it's very flexible so depending on the the fields that you're using or even if you've added a field to your record you will see that person here you know if if it's mapped um and so that's pretty cool and then this is where you see the teams um sorry this demo data is a little lacking so we don't see anything here um from the plan build run perspective this page looks pretty much the same um one thing that we also show and for whatever reason it's not coming up in this instance but we also have a road map um tile that then links into strategic planning workspace so you can then see the road maps and and plan the road maps for each of your services in your applications these all drill down to the list views um so you can see all of those um and you can tell that we we do show the ideas demands projects and then epics um for the business applications on the build tab we have a bunch of different data that we have out of box like all these different reports they'll just work for you if you have this data mapped um you don't have to do anything with this if you're not using any of this data so like for example if you're not using agile or maybe you're not using projects we do have system properties to help you hide and show information so you can I'll show you how to do that but you can simply like turn off projects and this whole section will collapse and then you can just focus on you know the data that you are using um so this is some of the the agile data that we show and then we also do have change information uh for the business application and then on the Run tab this is where our kpi groups come into practice so this is uh where you can be a lot more um like flexible I should say with the reports that you want to show so we do ship a couple of um outof boox indicators and what you can do is you can and and we group them together and these are examples of kpi groups what you can do is you can um modify the kpis that you have you can add a remove kpis um you can change the ones that we've we've provided and really tailor this to report on the key metrics that you care about um for your applications now in alignment with the common Services data model we do roll up this uh run data from the related application Services um so this is going to show you you know for all your app services and and actually this is a good example here so you can see that this is the business app these are the related app services and how the data would be rolling up um you know to that top level on the um on the risk tab here you can see the how the GRC risk is coming through again this is based on apm's integration with um risk and then the technology life cycle risk which is coming from the hardware and software product Mo models I will also add that this is again driven through the work that the APM team is doing um so if you're not using risk you could fully hide this tab so the other thing I I U wanted to call out was let's say you're not ready for plan or build or maybe you're not ready for run you can hide any of those tabs using our system properties and then if you once you become ready um you can show that again or if you're never going to use that data that's fine you don't have to um but we do try to give some of that quick flexibility so that you're only kind of using the screens that make sense for for you finally this info tab pulls in data for from the business application record um and so you can start to see um you know key relationships or key information that's defined there one thing that's coming um that we're working on right now and I believe it's targeted to our August release is making the header and this general info section configurable um and so instead of um having to you know make any modifications using UI Builder um we are going to improve the configurability of these of these areas so I'm pretty excited about that and that's again targeted for August the other thing that's pretty cool and this is coming in June so this will be available very very soon is the relationship so in our previous versions we had our own uh relationship map and it was based solely on the common Services data model and so what that was was only looking at like those best practice relationships and we really just focused on the application service and up so to speak um so we didn't you know show you all your infrastructure and server CIS things like that and what we've done in our June release is we've integrated Creed with the unified CI map so now instead of um the map that we had created you'll be able to see pretty much like any um oh no of course this happens on a demo um you'll be able to see any relationship shoot that was weird maybe a service will work and I can get that to show up H okay well that's weird I'll paste a picture in chat thank you you're wel um so this will be cool I promise but it's going to it's the unified CI map so now you'll be able to see any relationship and you can expand and like drill into all of those um and all that good stuff so that's coming in our June release which which we're thrilled about that a lot of feedback that we got about needing to to support those additional relationships um I see there's been some activity in the chat so I'll just pause again U before we move on is there are there like questions specifically about um you know what we've been shown so far that I can answer I've been answering some but if anybody wants to come off mute I'll just open it up that way if anybody wants if anybody's answers weren't covered in the chat um come on off mute and ask hey John this is Doug Van be with Berkeley um I just put a question in something that's been bugging us is what's the difference between DPM and the service portfolio management of everything so you have a service portfolio workspace that seems to kind of uh have the same functionality as the DPM workspace could maybe let us know what's the difference between the two I'm not sure which workspace you're referring to the Serv are you talking about the service owner workspace that one actually my question is related if you could go back to the plan tab and you click on uh almost isn't there a road map tab here there is for whatever reason it's it might have somebody might have turned it off in this view but I can find it in a service let me let me see if I can pull that up because when you click on that you take it takes you into spw which is what he's asking about oh I see um my question is and and I don't mean to override his question but my question is do you need an spw license to be able to view that road map you do yep you need to have spw to view the road map yep okay and then um I think Doug's question Doug were you talking about the old service owner workspace that you guys were using initially when just oh no no it's it's what this person was referring to it's the new service portfolio or strategic strategic planning workspace yes sorry strategic planning workspace I think it's called okay okay cool because I remember you guys were using up there um you were using the old service owner workspace so this this replaced that yeah so so with strategic planning they're really focused on uh like Strate strategic Investments how you're um like planning basically solely planning and they're looking at everything I mean you could have a lens that's maybe tailored to like business capability or the business applications what we're doing in digital portfolio manages it's much more about managing the endtoend of uh like a service or an application and so you wouldn't necessarily be doing um you know your your road mapping in DPM that's why we link into it but you can then see what is being planned for your you know service or your application in the from the digital portfolio side of things um so they're and they have like again like that more like holistic planning lens as an organization and so it's it's kind of a different entry into the data um and for a different Persona so somebody who again they're not they're not creating and managing projects but the projects that are in flight are impacting or maybe they are specifically for you know a service that they own uh thank you for that that was perfect Kaitlin that that totally um cleared it up for myself thank you I have a follow on question if I clicked on View Road map and I wish you had that view because it ties in his questions to mine but if I do click on view road map does that road map have to be shared because in spw you your road maps aren't shared unless you explicitly share them with people so if I get there from DPM if I if I were looking at an application and I clicked on view road map does the spw road there you go yeah does that spw road map have to be shared with the stakeholder that is viewing this from DPM that is a good question I don't think so I think so this basically we Auto like this is an ad hoc road map and we autogenerate an ad hoc road map for each of the like services or the applications I'll have to double check on that specific question I don't think so but possibly um so I would say they would have the user would have to have the DPM manager role they'd have to go to find you know that particular entity and then go and and view it that way um and this is again this is the ad hoc road map so it's not being created through those uh like portfolio plans got it I I don't know if that helps to make it to take a difference it does okay it does and it in some ways it might make the tool less useful because we're using spw and so we're creating road maps four teams with lenses in and we apply filters and filter criteria because I don't want people to see everything every possible thing and so if you're seeing everything here there's a lot of noise but can you go back to that last tab because that will show the the the person who was asking the questions before me the last tab oh this planning road map that will show how you how these two things are linked together so basically this link View Road map takes you into SP yeah and we have been working with that team to figure out how we can better align like the portfolio plans with our concept of a personal portfolio which I'll briefly show you now so this is like looking at one particular service so you could create a road map or I should say you could create a portfolio plan uh for like a service I guess technically although I don't think there is a lens to do that today um so that is like a bit of a gap that we have between how they're using the portfolio plans and and but we've been we've been talking about that how we can better align our um our data models and then also potentially like if you created a road map over here um have it sort of automatically generate a portfolio plan on the other side you know so so they're in sync and then you could be making updates on one side or the other um but to show you briefly this concept of a personal portfolio so this is this is I think more closely associated with the concept of the planning portfolios because here you're pulling in you know multiple different types of things so you could say you know I own not just one service but I own the service and I also own the application um and then I care really care about the different instances of that application and so I want to pull all those things together in a single um portfolio and I'm going to associate my team so we can kind of see like these are all the things that are in our ecosystem um we haven't done much since we released this and and in our backlog we have plans to you know better surface and Bubble Up insights you know across these different entities instead of um you know just having them show you what's in it basically and then the other aspect would be like aligning with the on the strategic planning side to say here's the road map for all of these things the challenge is the way that their lenses are is that you know these things aren't in a single hierarchy you know it's almost like this the service is sort of equivalent to a business application and the service has a child offering and the business application has a relationship to application services and so you know how all those things sort of tie together is is interesting from that the lens concept and so you know we're trying to work work through that with them um but ideally it would be really cool to have then the the road map here representing all these different things and then have that reflected on the strategic planning side as well and then you could also start to create goals and and work towards your goals as a team working on all these things together um so that's some of our our vision work that we're doing um and and I hope that sort of helps to to um clarify some of those maybe nuances between the two okay um I I also wanted to highlight our Enterprise portfolios so this is where you can create basically like hierarchies of a specific type of thing so we have service portfolios business application portfolios and application service portfolios you can't at today we don't allow like a mixed model where you could have a single portfolio include all the different types of CIS that's really kind of more for the personal portfolio side I will also say the personal portfolio is more like this is my stuff this is my stuff and this is the stuff that our team is working on where the Enterprise portfolio is more like this is how we as an organization are thinking about all the things that we're delivering and here are the the metrics that we want to track across these things um and and a way to sort of drill into and and view you know that U that organization of stuff so you could have a single portfolio of one type um or you could have multiple portfolios of all types it's it's really up to you on how you want to use that um the reason we did introduce business application and application service portfolios is we started with this service portfolio construct and we got a lot of requests to be able to see um this for other types of things and this is not a great example because somebody oops somebody deleted I'm sorry our kpi group so let me see if I can find a different example to show you how the um that Enterprise portfolio rollup happens with the kpi groups because I think um that that's a really nice feature that customers were asking us for that we were able to deliver you know with with DPM so I'm sorry about this give me one second there we go okay so uh we used to have a service owner workspace and that was was um replaced by digital portfolio management and the one of the big pieces of feedback that we got with a that was a limitation with that was it was nice we got feedback like it was nice that we could see the structure right like we could expand and we could see the different you know services and how they roll up to you know a grouping of services and sort of all the way up to the portfolio level you can associate ownership through that whole structure and then you know we were reporting on a performance score um really that was a great way to then uh find hot spots more easily like where is performance excelling where are we seeing dips so the the feedback that we got was performance score is nice in concept but in reality I don't know what's driving that score down is it that we've had a bunch of of P1 incidents and we need to really dig into that um is it that our availability is suffering is it that our cat is going down what is it and there was really very little flexibility with how that scoring worked so what we did was we introduced that kpi group concept what you can do is you can associate this is one example of a kpi group this performance snapshot and you can add it at this service portfolio level and then every level through the portfolio inherits those metrics and so you can report on you know availability open incidents incidents that are not being updated or your meantime to you know resolve new requests that are coming in and you can report you know through that full taxonomy the other nice thing is you can associate kpis to any level so you could say this these are the you know four metrics we want to track across our entire portfolio and then when it comes to end user Services we also want to track seap you know because those are the ones that you people are interacting with a little bit more so we can get some insight into how people what people think of it and so you could also add a kpi group at that level and you could do that all the way down to an individual service or an individual offering so there's a lot of flexibility with how you can do that reporting and then the other neat thing is if we go to view the details of you know at the portfolio level you can start to also see the breakdown across the different nodes and so you can kind of keep drilling through that structure to say okay end user Services that's what's driving down our availability they also have a bunch of open incidents like what's going on with end user service and you can kind of continue to work your way down and find again like what are the offenders okay training and Knowledge Management like something's going on there so it's a really nice way to to Traverse and kind of get insights and then have sort of that like apples to apples comparison so you know that everybody's measuring open incidents the same everybody's measuring availability the same you know when you do your service review meetings two people aren't coming to the same meeting with two different different flavors of the same data you know it's it's something like a trusted source of of information to make you know strategic decisions about your portfolio um so that was one of our our main goals with this kind of Enterprise portfolio feature and um we we showed the we showed the um the business application view we also show also showed the um the service view very quickly I don't know if this is a good example we could this might not have a lot of data as I'm kind of pulling up another example are there any more questions that I could answer about um um you know the product or how we're how we're approaching some of this stuff Kayla when you turn off the uh the tabs on certain things on the configuration settings is there a way to turn off like a whole topic um in the one of the questions here like the hide application Services alog together mhm yes so we are like moving in that direction so it's called available for um sorry give me one second I'll show you I'll show you that available item types thank you that's what it was okay so what you could do was we so we used to have these um this table that worked really just for turning off a certain type in the personal portfolio creation flow what we did so this is why it's deprecated but what we we took that same approach and now we are using this active column um so it's a little bit more holistic so if you were to hide application Services it would be hidden from the home page like you know from adding it to your items it would be removed from autogenerating them on on that first page it would be removed from the personal portfolio flows and then if you don't create a Enterprise portfolio for application services that won't even show up in your list as an option to choose from um so so that's something that you could do and then one thing that I I had sort of showed but would probably um be like just a really quick nice demo so we have this new admin Center that's coming in June we have this getting started flow we've started with Services um in our August release we're building out the business apps and the app Services um the idea with this is to show you the health of your current data as it relates to digital portfolio management um which really is sort of like how it how it relates from a csdm perspective so you can get a sense of where your services are which ones have offerings you know which would be ready to be used in DPM which ones are not or which ones do not this one shows you the um the portfolios if it's going to go to the next one oops back so this will show you what you know what service portfolios are available or if you need to create one um then we start to get into like what what um what record types or like what processes are you using and um are they related to you know the service or offering which means you could view it in DPM and if you don't what we do is we have suggestions where you can go to our settings and you could just hide the plan tab like if you're not using any planning items um or you could hide just the demand section you know those kind of kinds of activities um we'll also show you if you don't have a plug-in and and we'll take you to the plugin page if you want to learn more about what it is and and how it's shown um and so we do that for the build metrics you can start to see again same idea same idea with kpi groups you can see how you're relating data you know to your service offerings and then you can also map kpi groups that are available for the service offering or like for a service portfolio um you know get the that service portfolio set up and then the next step just takes you to um different links um sorry for whatever reason that's it it has like links that you can go to the see there we go um to like set up your your jobs you know if your PA jobs aren't running or if you to collect historic data to populate some of those kpis um you know settings things like that I know we're we're over real quick so for settings we have individual tabs and so if you said like for service and offerings we don't use plan planning you could hide the whole tab um and then if I go very quickly back to let's see um very quickly back to the workspace and if I go to see a service that works for services and offerings but now you can see the plan tab is hidden um so it's like it's super easy and you could do the same thing for you know projects just hide the projects and this whole T this whole section is is gone and you can then just turn it right back on if you want um so we we try to make some of those a little a little easier okay I'll stop talking I'm sorry thank you Kaitlyn I think this is H yeah definitely gave everybody a a good picture of what DPM is and how we can use it there's a couple other questions in there I'll send you very active chat so I'll shoot you the chat over in case it's useful to you and then um we had a l question I can't open that up now because L questions are always hard so thank you very much I really appreciate this yeah thank you so much all right bye everybody bye