ServiceNow’s Next Experience Financial Planning in Strategic Portfolio Management (SPM) is designed to enable managers and planners to have real-time insights into the latest financial information while unifying data to be natively compatible with all work planning and delivery approaches. The new Financial Planning capabilities are integrated within in Strategic Planning Workspace (SPW) and Project Workspace (PW).

The key stakeholders (personas) in the financial planning process within SPM typically involve individuals responsible for overseeing and managing financial resources within an organization. These personas include Financial Managers, Portfolio Managers, Project Managers, CFOs (Chief Financial Offers), Business Analysts. They all benefit from SPM’s capabilities to gain real-time insights, unify financial data, and optimize financial strategies.

If you are new to ServiceNow’s Next Experience Financial Planning within Strategic Planning Workspace, or if you are interested in transitioning from Classic Financial Planning to the Next Experience Financial Planning capabilities, the resources and links below offer quick guidance on starting your journey. Empower your organization's financial strategies and enhance overall performance with these strategic capabilities.

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Why opt for the Next Experience Financial Planning_?_

• Support for Traditional and Lean budgeting models helping to make you shift from ‘Projects to Products’
• Improved user experience with easy forecasting of costs by quarter or yearly breakdowns and visualization of financials & comparison with budgets
• Ensures goal alignment, optimize asset allocation, and enhance cash flow management by providing a comprehensive view of your financial landscape

Resources & Links

Financial Planning Guidance & Migrations Steps

Delta Decks (feature release overviews slides, posted every after release)

• SPM Delta Deck for Washington Release
• SPM Delta Decks for Vancouver Release

NowLearning (Training)

Product Docs

Webinar & Workshops

Other Key Resources

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