Getting Started with Configurable Portal Widgets for CSM
e e thank you everyone for uh joining we'll get started here in a bit e all right well hello um welcome everyone to our session skill and automate Cloud processes I am P Patel technical product marketing manager for our it AET Management Solutions and I'm super excited to be here joining me today is ABI Roy hi everybody I'm Obby Roy and I'm a senior outbound product manager here at service now and I specifically cover our podcast management solution yeah great Abby just a quick check um can you see and hear me okay can you see my screen yep I can see and hear you perfectly perfect great um so before we get started I would like to point out our Safe Harbor notice everything we are covering today is part of our product release but the presentation may contain forward-looking statements and the statements should not be relied upon in making any sort of purchasing decisions in terms of the um agenda for today's session we'll start with organizational challenges related to scaling Cloud adoption service now approach to overcoming these challenges a demo of our Cloud cost management solution and provide you with some additional uh learning resources but before we get started um Abby has a question for all of you yeah um so with this um let's go ahead and take a look at a full because we wanted to hear from all of you uh how far along are you in your Cloud Journey we want to hear if starting out in progress already implemented or have not started yet we'll give you let's say um a minute so that everyone can participate good mix um of the responses um right in the middle let's try to get good 80% um of you that joined we're we're almost there about 70% if you if you could go ahead and and respond let me see um yeah like lot in progress am my few more almost yeah I think I think that's a good sample um if we could share the um the result yeah so um what um what uh what's interesting is a lot of lot of the responses we're seeing you know um is consistent right um right in the middle um and and what we're um what we're really seeing is some good insights here that ties perfectly into this segment that and that has to be you know like focusing on the cloud team's main challenges so we typically see these different personas working together on cloud transformation projects in in organizations but we know that may not be the case in in your organization you may just have one or two of this uh Persona kind of sort of doing everything right but what the common theme Here is that they all are are facing those same challenges and has to you know those challenges around lack of cloud visibility across uh multicloud uh platform lack of standardizations uh because they're operating on these multiple tools and and portals to to do their job um lack of automation right um doing a lot of things sort of a manual way but they haven't matured or scaled to take those manual TDS processes to some sort of Automation and a lot of that what it does is just on top of that it just adds a lot of complexity and it doesn't need to be there so by adopting a single platform single tool single workflow you can enable these different stakeholders to communicate effectively and simplify many of these steps involved in in cloud services so what next you know next OB is going to cover is how these challenges can be addressed um on the service now platform so uh service now what is really unique and different and Powerful is that we are a platform company and that we have a lot of individual robust tools across different areas of the cloud Journey but we we are built on that one data model that single architecture where everything is really designed to harness these synergies and work together with each other and uh with this you can see how this encompasses the full journey of scaling the cloud we start with uh Cloud Discovery and this is um actually it falls under in service now the it operations management uh business unit but um with this um with with visibility you will get things like uh Discovery things like tag governance and with that you will have a lot of insights and ingestion into the state of the cloud from then um we evolve into Cloud accelerate where you can take actions in the cloud and do things like enabling a selfservice and having a cloud services catalog where we can do things like purchase uh new uh Cloud applications you want to leverage across your organization and then finally that leads us to managing costs and this is um covered by Cloud cost management within the it Asset Management bu and through this you can get visibility into your Cloud you can um optimize your Cloud cost youit actually make sure that these changes are implemented so you realize actual savings that aren't wasting Cloud we'll be getting into much more detail in all of these in a little bit but that's just a preview of where the service now 5one comes into play and then this um takes a look more in depth at the cloud workflows that we have and the different um capabilities that we have Under the Umbrella of these stages so um there are many different uh there are several different personas who are involved in this journey and uh when we take a look at visibility the Persona often involved is a cloud Discovery manager and things that they care about that service now platform helps with a visibility solution is they want to have a discovery where they can again ingest quality information and this discovery is multi-source um it's you know resource based Discovery it can uncover everything like accounts subscriptions and projects it'll have service mapping so it's easy to again map the ownership and then the the tagging that goes um into these uh discoveries as well as tag governance so that if you're getting tags either from the vendor or cnbb there is hygiene ability to customize that so this all falls under the purview of cloud discovery that cloud Discovery manager cares about and then uh when we come to the self-service portion which is covered by our Cloud accelerates um solution this is where you have employees who are involved in the cloud as well as a cloud enablement team really involved where um here you can do things like Cloud migration assessment if you want to say move from on premise to the cloud you can do um configuration governance again we have the cloud services catalog that I was mentioning earlier where you can uh purchase and provision Cloud applications and then also um things like cloud account management as well and then that'll bring us to the next Persona which is the cloud finops manager who is really concerned about cost controls and so here we can display things like um Cloud spend analytics spend allocations uh budget controls optimization options for actually realizing savings and then the cloud uh cost simulator where you can actually simulate cost of moving on premise uh to various public clouds and so this is the these all work a very simly together and they are part of the cloud Solutions um go to motion that we have here at service now and uh with that let's uh take a deeper dive at this so we have um key use cases um and the again that they beginning and I was mentioning we have itom Cloud Discovery so again itom stands for our it operations management business unit and with Discovery uh what what you will do is you will gain full visibility on multicloud environments and um this this will achieve um all of realtime visibility across major Cloud providers like AWS Azure and gcp um you can enrich your Cloud configuration items or CIS with uh tags and relationship information so again it pulls these things from the vendor-based modules um and it pulls them very accurately but you can also um enrich and then customize these based on the needs of your organization and also pull from the cmdb and you can also enable the teams Cloud teams to scale and control Cloud adoption um more effectively so this is where again we start with the discovery and um there's um the main way to do this is through this discovery Source but for some customers who prefer service graph connectors we also do have service graph con connector Solutions individually with all the public Cloud providers and then um we also have service mapping and service mapping is still part of Discovery and here you can map Services um in minutes with service mapping so uh you will have things like automated service suggestions powered by Machine learning and um you can also Map cloud containerized and virtualized resources using Taps and this this can go all the way down to say kubernetes uh Nam space or a cluster and you can also view uh ser mapping uh posture uh very easily then again you can see hierarchies account ownership levels and so we really are enabling customers to have this level of gradal control but also in intuitive way that it's um easy to utilize and then uh when you're taking a look at the accelerate portion of the Cloud solution story um this is really FOC focusing on automating the cloud service delivery with full control of cloud oversight and so with this is you can reduce the cloud provisioning time with outof thebox templates and automated action workflows and you can simplify the request experience with a a centralized catalog UI with a minimal input required and you can gain full control of your cloud oversight with automated policy checks so again with this um you can see a list of cloud services and you can actually go in and request whichever ones you wanted um deployed you can see here um some examples include things like CSC Azure functions and CSC um Automation and so these are ones that you can actually go in request from the cloud and there can be policies um that will um en Force oversight just to you know help mitigate any Cloud sprawl that may be occurring because of these provisioning and then finally that will bring us to the um Cloud cost management which sits in the I Asset Management view at service now and this is um focusing on the optimization piece where you can actually optimize Cloud spend and usage where you can do things like right siiz Cloud resources and identify savings opportunities so this is when oftentimes you will have Cloud resources that are over provisioned or underutilized and this is because of the pay as you go or on demand model that exists um when we're thinking about the public cloud and you can drive actions to optimize these costs with Rob robust change management integration this is something that is unique about service now because we have full integration into itm change management this is something that is automatically um available if you get Cloud cost management where um if you where it's not just showing you what the recommendations for optimizations are but you can actually go ahead and uh schedule jobs that create a change request and then let's rev it to the right State holders and you have this a trail to ensure Solutions are actually enacted and you can also uh save time with easier configuration and a set of process we have a hand to handheld intuitive cided setup that really increases that time to value and gets it up and running and customized for customers particular needs and uh with that um we will now take a look at the wide variety of optimization use cases that we have with service now Cloud cost management so um we can optimize on the basis of usage so we have right sizing which is as I was mentioning before you can uh reduce oversized compute storage as well as database workloads uh we can also similarly uh identify completely under utilized or unused Cloud subscriptions and we can terminate them through unused resource sources and another optimization use case that is U major is business hours where we can actually set hours and schedules to prevent U most workloads from running 247 and W with this uh what is really again powerful about service now being a platform company and a workflow company and an automation company is that with all these optim izations at the very pure end because of the API Integrations you can through Cloud cost management itself set business hours that will automatically be reflected in the cloud or right siiz resources and set custom thresholds where against that or or terminate unused resources but also we give the flexibility to custom to customers to uh customize the extent to which they want automation some customers prefer more of a manual approval approach and going getting stakeholder Buy in While others prefer more automation so we did we do have that flexibility um we can also optimize on price and so this is really taking a look at reservation um and savings plans like resered compute plans this is when customers feel that instead of doing an ond demand Pay As You Go variable cost model that they would prefer reserving VMS upfront um and say they would sign a contract that we would purchase this many VMS for three years and oftentimes um with this the cloud provider might give them a discount uh for again reserving these for a set amount of time and these can be tricky to optimize because you can't really it's hard to optimize them mid contract and so you can still have an understanding of what you're spending is relative um to what you've purchased and then when you have a renewal coming up then you can see okay here are the specific amounts of like storage database compute VMS uh dis Etc e containers that would make more sense to purchase when we're thinking about the next renewal and then we can also optimize on uh process so we can uh proactively forecast spend to compare budget with actuals as well as projections and we also have automated actions where you can act on recommendations to achieve outcomes either to the change management I was mentioning or again a fully automated View and I see you have a question from uh rash Pon Patel so I can go take a look uh to aggate all the respective Events St for service now iton module will we need to have interfaces with cloud services at iPass SAS level are there additions to service now s just cost for maintaining real time dashboard views uh so to the latter part of the question um there there is not but if you if you wanted to take a look at uh SAS so Cloud cost management specifically focuses on uh infrastructure as well as platform as a service um if you wanted to look at SAS there is a bundle um between Cloud cost management and software Asset Management software Asset Management Enterprise and so that's when we are seeing this uh Fusion between uh finops teams and Cloud Center of Excellence teams as well as Asset Management teams and then through that um you'll be able to have these dashboards that have more of a total cost of ownership and that brings us to um The View over here which is the asset management executive dashboard which is a kpi dashboard that we have where if you combine prod cost management with another um it Asset Management solution like software asset management or Hardware Asset Management you have this kpi executive dashboard for overseeing things like software hardware and Cloud technology so you will have views on the total cost across software hardware and Cloud you'll have actual savings such as software hardware and Cloud potential savings average asset fill fulfillment time um Business Services cost and you can view the health and life cycle of all these technology assets from software to Hardware to Cloud resources um and then you can manage these kbis to save costs reduce risk and identify which assets are in various life cycle stages so um with that we are actually going to Showcase to you the last solution that I was talking about which is cloud cost management and we'll be doing a live demo for about 15 to 20 minutes so let's go ahead and kick that off okay so this is the cloud cost management workspace this if you go into service now and you type in Cloud cost management then you will be able to navigate to this workspace and the way that we design this as that we really wanted to empower that cloud thops manager the things that they care about that they want to um focus on prioritize we have buil a way to reflect their Journey so if they come down um the they'll see this widget that will showcase the total spending in this month but it will not just show that in isolation and will show what is the forecasting spend at the end of the month just based off of spend Trends and how does that compare to the previous month that that span um higher or lower if it's green then it's lower if it's red it is higher but if we go down to this chart over here we can actually take set a time range and look all the way at the past 12 months where we can do this monthly spend breakdown where we can see um on a monthly basis the spending in the cloud um across the major Cloud providers like AWS Azure and gcp but you can not only just sort it by provider but you can also do it by a service category where if you do it this way you can see the spending of the products that you're actually purchasing from these providers like a compute and storage and kubernetes and containers and management tools and load balancers and and productivity and because of uh powerful normalization engine within service now we can actually understand that okay Amazon might have different n cluture it might call things like Lambda or ec2 but then Google has different names the D has different names but they all fall under say one type of category like a database or a compute or kubernetes or load balancer so you can that way you can see what the top spending Trends are and you can even go down here and see uh database is like the biggest driver of spending specifically SQL database is and so this gives just a lot of insight and visibility when you want to prioritize uh your efforts to save these costs you can also toggle by service account um you can which has things like AWS da lab um Google rewards processing you can toggle by cloud service uh which again will show things like big query Cloud SQL SQL database redis cache gcp snapshot and you can also toggle by the purchase option where you can see was this on demand um or was it reserved or was it a savings plan or was it even tax and so you can again see which mix of pay as you go versus reserved makes sense but um if you wanted to slice and Di this even more then you what you can do is you can click on one of these individual bar charts and then this will bring us bring you to a spin analytics portion where you can apply the tagging to do what is called showback and charge back where you can and um really hold individual teams accountable for how much they owe in the cloud and then you can uh create reports Finance reports for them to pay that cost so here we did the tag category business unit and then um we can see how these individual business units have been spending in the cloud um every month and then again this ties again very seamlessly to what I was mentioning about Discovery and tag governance and data ingestion and service mapping uh that I was mentioning at the beginning of the presentation and we have uh similar capabilities when it comes to kubernetes spend analytics again you can set um a custom time range you can set the cost type to actual cost or moreti cost and you can uh toggle by kubernetes cluster name as well as kubernetes namespace and we have a similar concept when it comes to Shared cost analytics so these are any types of costs that are not direct cost but actually shared cost example of this are taxes and with this you can actually go down and we have a we have a policy page where you can create policies where you will decide how to distribute these shared costs you can do it on an even basis you can do it on a fixed basis you could even also do it on a proportional basis and then with all of these is that you can figure out an way to divide these costs across the different teams in a way that really does um enable you to do that show back and charge back and being able to equitably and fairly distribute these costs so um if the spinops manager still wants to understand some more spending we have some visualizations around that including things like U most importantly this daily spend by service category which will is really useful in seeing if there are any anomalies and unexpected spikes so this is what they can use for that anomaly detection and we have some uh graphs here like Spen Bri geographical region spend per cost center uh purchase option business application uh Etc so if we um then go on to our next Journey the cloud finops manager wants to see how does my spending correlate with my budget and we can see that budget figure being called out right over here but we actually do have a full-fledged budget module where it will showcase what the total budget is what the total spending is and what the forecast of spending is and compare all of them against each other we have this visualization where we can compare the budget versus the current spend as well as the budget versus the forecast spend and then you can also even go up here and look at all budgets and then here you can actually toggle for show um overrun budgets only so if you go over here and toggle this it'll specifically show the budgets that are overrun you can prioritize your time and efforts on rectifying these and then that'll bring us to the next major uh U journey of the cloud can manager which is an optimization piece that I was talking to you about earlier on so we see here that we have a total potential Savings of 655 600 $265,000 and um with this we would then go into the operations module over here which will actually break down what their $265,000 figure is coming from um and then showcase where the different recommendation types are giving up that P okay so remember that $265,000 figure if we go here we can see that 69% or $183,000 is coming from right sizing 24% is coming from unused resources 7% is coming from business hours and then I think um oh close to 0% is coming from reservation and savings plan so with that we know that even if we just hit right sizing that'll bring us 60 9% of our savings so we click on the right sizing menu then you can see the total potential savings by service category here we can see that storage is actually accounting for 82% of the potential savings so out of that total $265,000 figure on the homepage $150,000 is specifically right sizing storage so that again really is helpful in prioritizing the time and effort for the finops manager and then um if we then click on this further we will be seeing in list view um things like the configuration item monthly savings the provider service category cloud service the current size the downgrade recommended size the rationale for downgrading the size here the confidence level in it and then the geographical region account owner change group and also the source because we will aggravate sources from like AWS um advisor and also from gcp and Azure but we'll also have service now uh recommendations because we also have our own calculation engine too and then um from that uh what we do that is very unique is that say you do want to schedule like a right sizing job uh you go over here um you go to schedule you can do um name date time and again we can do the ma the approval type we have manual approval and auto approval at the very um and we do support completely full automation of some of these optimization tests especially when it comes to things like business hours and setting schedules for on and off Cycles but again we do have that flexibility for that manual approval especially when customers have it initially and they want to have that stakeholder Buy in into the product but um but I do wanted to show you something unique that we do so say that you go and you create an approval type and you create a job what that does That's Unique is that because of service now again being a platform company we have a change we have a um integration into change management which is an it and it service management concept so we can actually go in and see the change request that has been created for that particular job so uh when you go in you can actually uh see what that change request is it will show like the the detail the effected CIS the impacted services in CIS vulnerable issues approver change task problems incidents uh fixed by change the uh number um the short the description for it the description for what you do the justification implementation plan backout plan the schedule um the license change projection and then also show who the the um stakeholder is that it's being route to and this is very important because again if you go back to this page you can see which jobs have been scheduled which ones are completed which ones are declined which ones are failed which ones are excluded this is a level of audit Trail and understanding where recommendation is in the life cycle that um is not available just purely off of the vendor based modules and so this is really where a service now in a workflow shines where say something is incompleted but you've noticed that it's been stalled you can escalate this particular job request to the stakeholder if it's been declined you can see why they declined it and make a better case and come back to them or even R it to maybe a different stakeholder if it's failed you can see why it's been failed if it has been completed then you can actually be able to understand that it is completed you can track the actual realized savings you have that you have from um implementing these Solutions and so this again creates that audit trail that paper trail just to be able to um see and understand how um these recommendations are actually enacted and then we have again a similar workflow when it comes to the other optimizations like unused resources this again when if you are afraid of not using a resource um then it makes much more sense to terminate that uh we have business hours where you can set on and off schedule so you are not running uh solution 247 and wasting money that way and then we also have um reservation and savings fines again when you purchase um a set amount of um licenses Upfront for these steps of VMS like compute or database um or storage then um with here it it's again it's hard to um optimize mid contract but you can actually see um the utilization of these reserved us as you can see the potential savings by service category so when you have these renewals you're able to properly get a more optimized amount Bas of that or see would it make sense to transfer some of these reserved instances on to On Demand pay as you go and then um again with with with all of these there's there's a level of of granularity and ability to compare across the cloud providers that again is powerful because we are a multicloud solution um here at service now and then um hey AB yeah there's some good questions around this topic um in regards to manag cost in service now um to the cost um cost number manually transferring do you want to um take a swag at that yeah so ability View and manage cicer is now great but these costs need to be inputed to corporate budget and general leader by the financial Erp tools uh integration into commercial Erp Suites yeah so these are when customers have them they can um create uh these Integrations into what whatever Enterprise research planning Suites that they are using for for finance whether it's um through Oracle or a different vendor um and so usually the implementation partner that you have um will be working on those those types of Integrations um one area that we have is this budget module over here where you can again create budget and refresh budget and then create a integration into your uh Financial or commercial Erp Suite another is when you're doing that showback and chargeback that I was mentioning when you're trying to hold individual teams accountable so there are ways to um build that out um in an integrated way um but then there is um some implementation partner uh development when it comes to that as of now um in the case where that doesn't exist then it have to be manual but that's not inevitable it's not the natural state of things okay great yeah really really great question it's it's true we um these things don't sit in isolation over here okay the last thing I didn't want to showcase here was the asset executive workspace which I um previewed in in my slide but this is again is the kpi tracker where again you you can see things like total spending across software hardware and Cloud the actual savings so when you do do those optimizations I was talking about in right sizing or business hours you can see how much you've saved in the cloud over here and then you can see potential savings so these are the unrealized savings and things that you actually can save and then you can see things like asset fulfillment time uh completed Hardware success goals software success goals software uh success savings um fting Hardware assets true up cost expiring contracts in the next 90 days assets pulled from pool Vis purchaser and of Life models the next 90 days so this there's an earlier question about visibility into SAS and so you can again get that through this portal and also our software Asset Management product because that really covers SAS as well as on Prem um uh Solutions um and then with that we I did also wanted to quickly show something that we have called called a uh Cloud cost simulator which you can actually if you have on premise workloads you can actually simulate what would the cost be if you moveed that to the cloud itself and so it would show so here you can see um software asset analytics you can compare cost estimates on premise and then if you were to move it to AWS what that cost would be and if you move to a Azure what that cost would be and includes things like um bring your own licenses and specific vendor-based discounts and uh you can actually um uh select on fous recommendation criteria by things like low utilization where if you're utilizing something on premise and a low weight then a lift and shift process doesn't make sense it makes sense to actually op shift based off an optimized usage model so we do have the flexibility and this is where again we are we Encompass the end to end full breath of that cloud ching so with that um that will conclude the demo portion of our session today and um we can go back uh to the presentation and then we'll continue from there right so I think um that's a that's a lot of um information I think you know you covered Abby I think what we want to do is ask um ask the audience if this is something they like to see more of this type of sessions to our uh live on service n events and Community um you know if this something helpful you know be honest you know we'll we'll take this um information and and specifically come up with topics that is the most engaging most interest to you right so um go ahead and put your answer we'll we'll close the poll in maybe 10 seconds here yeah so definitely a lot of you are 80% so far you know like what you saw um and this is the type of presentation SL demo we want to kind of help you um either adopt or or whatever you're doing with the service now Solutions you know kind of get to the next maturity level is is what uh what we're trying to do here I think we can end that poll and uh um share the result is almost um 80% of you like to see more of this so that's um that'd be great so then I think next thing is um it's really um about resources like what additional resources um audience can um get to to learn more about what we just presented or in general Cloud cost management if they're just starting their their journey in the beginning so we did post um lot of these links and and additional training resources and things like that in the chat so those are usually Community is usually the the first place we recommend that you go to there was a question about um presentations that we did um will it be available so on the community under blog you'll see this recording show up uh once it's shared with us um uh along with the key takeaways and things like that so um definitely that's that's the place um you want to start with okay and I think um if there's um I actually do see uh one more question there um no that's just the chat I thought there was a question but it's just uh just on a chat unless anyone else had any more questions we want to thank you for your time and uh thank you for joining our session today yeah thank you everyone
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