[Music] hi my name is sha Walker I'm a principal product success architect here at service now and part of the Ranger team today I'm going to be talking to you about the success portal uh but more specifically success goals and activities this video is part one of a five-part video series on the success portal so be sure to watch the other videos and see how all the components of the success portal will work together to help you mature your Sam program so in today's video I'm going to be talking again about the success portal the success goals and success activities and then I'm going to jump into an instance and give you an overview of how to create a success goal the success portal in software asset workspace allows the asset manager to track the progress of their Sam application so it helps you track the progress of your applications through using success goals and you can also track the progress of those success goals as you progress through them on the success Proto you can also perform uh a health check on your software configurations and we'll talk more in detail about that in the health check video you can also keep up to dat um keep your software up to date using value Builder tasks and we're going to have another video on value Builder task specifically as well and then you can also mature your Sam program uh with a predefine maturity items so it really helps you go through seeing how you've progressed in maturing your Sam program within your organization and again we're going to talk about that in another video so what are success goals so success goals Define the an objective for a Sam team to achieve in order to mature their Sam program each goal can be associated with very specific activities uh and those activities can be assigned to specific users to complete and they don't actually have to all be within the Sam practice um goals can also be associated with value Builder tasks and Sam maturity items so again your success goals should be um goals that your Sam team has that either align to your organization's business objectives or help mature the Sam program so when creating your success goals that have a financial impact on the organization you want to be sure to be able to track the potential savings um that can be achieved by completing this goal when completing the goal you want to make sure you enter your actual savings and the actual start and end dates um projected and actual savings are reflected not only on the success portal but the the values do roll up to the asset executive dashboard so now I'm going to jump into an instance and walk you through setting up success goals and activities okay so now I've logged into a Washington instance of service now with software Asset Management installed and I've navigated to the software asset workspace so today I'm going to show you the success portal so the success portal is available right here through through it has its own separate dashboard and it has several different tabs um if you want the first time you're coming in you can actually take a tour of the success portal to learn more about it I'm not going to do that in today's video I'm just going to show you some of the things that are available on the overview page so again there's the Sam maturity which we're going to talk about in the later video so I'm going to go in deeper into this one later um you can also see you know your completed success goals um your total savings to date uh you can also see categories for your projected savings if you remember from the presentation it's really important that you put in uh projected and actual savings cuz some of these values are going to roll up to that asset executive dashboard um and this now it's currently grouped by categories and we're going to go through that when we set up the success goal but you can see all the different categories you can have for your specific goals and then you can also see the goals in the different states that those goals are in um in the Washington release they've added health check and value Builder data so you can see that you know the health check only has a score of [Music] ating those goals so what I'm going to do today is I'm going to take you through creating a success goal so right up here at the top you've got the create success goal and what we're going to want to create a goal for today is this is a we're going to pretend I should say that this is a brand new instance of service now and one of the main things we want to do is get visibility into our end user compute environment so we want to be able to see all the laptops desktops that are out there and have that information imported into service now so we're going to give this go title and we're just going to call it visibility um into EU devices um and then we have the ability to uh add it to a specific category so if you remember on the dashboard um it had the different categories to group it by so visibility into the end user compute devices really doesn't fit into any of these categories um and we might be trying to get and realize some value uh from other T activities in the in the future right that we might be trying to get visibility into some of our assets so what I'm going to do now is I'm actually just going to go back um and not create that goal but I'm actually going to come down into the Li operations and I need to create a new category for myself to use so if I scroll all the way down here um I can see here you know software maturity success goals success goal activities and here success category so this is where you add a new success category so these are all those different categories you know some of them aren't um software asset categories you want to be careful because if you do have Hardware Asset Management installed as well your goals um Can align with either Hardware or your categories can align with either Hardware asset management or software Asset Management so I'm going to create a new category here um and we're going to call this inventory visibility I can spell and then we're going to say this is a software asset category and we're going to save this so now I have a new category called inventory visibility I guess inventory Improvement could have aligned but n not really because we don't have any end user compute devices in our environment right now brand new environment so again I'm going to go back to my uh success portal and I'm going to go ahead and create that goal now so visibility into uh EU I'll say assets this time and the category and now we should have inventory visibility so now when it's grouped on the dashboard it's going to be in this inventory visibility category um and then there's no vendor for this particular one is there a goal type we have either savings or count so I guess this is more of accounts right not really getting any savings direct savings from this um and then we want to put a description in here so we want to gain visibility into all all EU assets within our environment okay um and then so now we have the ability to assign this to a specific group um you can see by default I am the owner so I could give this to somebody else to manage I could put it to a different group to manage um we have the ability to put the projected start date so I think we're going to start working on this let's say June oops June 1st and we think it's going to take us maybe a month to kind of get done so maybe we'll get that done by July 1st that's pretty ambitious goal but we'll try it anyway um and then are we going to get any count on this well we think we have you know 50,000 assets so let's see we should be able to get 50,000 projected count and then we can go through and update our action account at the end and then there's no achievement description since we haven't really done anything yet so now I'm going to hit save and now I've created a success goal so there's my goal visibility into the Assets Now what are some of the activities that I need to do to be able to um to be able to achieve this so we're going to have we have secm in our environment and we have J in our environment so we're going to have to create some new activities um we have Windows devices and Apple's devices so we're going to say this is visibility [Music] into uh Windows assets uh and we're going to mark this put this down as a description visibility by importing secm data I'm we can assign this again to someone else so we can take assign to so maybe we want to assign it to a group um and let's see if we have an secm group and we do so we're going to assign this to the secm group so you can see this isn't actually part of um part of the Sam team it's a separate group that's going to need be needed to help get that integration um into seccm together so we're going to go ahead hit save on this and now we have a new activity um for this particular goal oops um so what we can see here now is if we let's refresh this and we should be able to see our new goal and visibility into end user computes and here's the different tasks I'm just going to open this up um and get to my goal this way another way I can get to my goal would be again through that uh license operations View and I can actually work on it through that license operations view but I'm just going to open the goal up through here and I'm going to actually create a another activity because we also have Apple devices in our environment so we need to make sure we have visibility into that so this is visibility into Apple assets uh um in the description by importing J data again since this is let's see if there's any kind of group to assign this to because this really isn't an asset management task and we'll see oh look there's a jamp support group so we're going to assign it to the jamp support group as well we're going to save this and now if we come back to our goal we can see here we have these two two goals and as we go through and work on these um they will become um you know you they go from an open State you can actually also track activities right so I can enter my work notes just like I would on a case or something like that or an incident and you can kind of track all of your different activities um or all the different tasks that you're doing on this so it will all be contained within here so people know you're actually working on it um now I'm not going to update this specific goal at the moment because I want to use these a little bit later and show you how to link these to um other activities and uh sorry maturity items Etc so I'm just going to leave that blank I'm just going to go back into my goals and I'm just going to show you how to progress a goal through the states just to show you what happens um so we can go into let's go into this Adobe let's TR actually you know what let's try and pick on with only one um these are all very complicated goals so they're consumption rules there we go so we'll we'll go ahead and do this one so there's a consumption rule um activity for this particular goal um so we're just going to go ahead and put completed uh consumption Rule and tested it so I'm just going to say okay this activity is done so now I'm going to actually close complete this now again if you'll notice you can also close incomplete or close skip an activity if it turns out to not be something that's needed to be done should probably put it in a work in progress if it's something that takes a long time or we're going to close complete this and save this and now if I take a look at my goal um I basically can see that it's ready to be completed right because my tasks associate with the goal is Clos complete so this goal is ready it's in a state of pending review right so all the activities were completed so now the Sam manager or the owner in this case should be reviewing this goal to make sure that it was actually done to make sure that you have things like your your actual start dates right so uh we're just going to copy the projected over and say we actually did exactly what we said we were going to do just so I can put some dates in here so we actually putting in our projected start date our projected end date actuals right let's just update this to uh let's go so it was 20,000 let's update it to 100,000 was the actual and let's complete this goal and so now this goal has been completed been reviewed by by Casey here and Casey completed that goal if I come back just let me refresh my my portal again I should see I didn't really track my um my my projected savings but um we should be able to see actual here our actual savings remember they were 1.13 now it's gone up to 1.23 million so we can actually see the savings there's that consumption rules for windzip um that actually were some of those particular savings were coming from so that is um success goals and activities you can create as many goals as you want as many activities as you want as long as you're you're making sure you're trying to use this to align with maturing your Sam program or making sure your goals align with those business objectives that you're really trying to achieve so today we talked about the success portal and more specifically about success goals and activities and then we went through demonstration of how to create a success goal and specific success activities for that goal uh we also made sure we talked about those projected and actual savings and how they roll up into the dashboard so um for more information on success portal you can go to the service now product documentation website and here's some really good links for you so you get success portal view create success goals for software asset management and create software success activities for software Asset Management so be sure to stay tuned for the next part of our video series again this was part one of five so stay tuned for more videos about the success portal thanks for your time