A knowledge base article about Demand Management in ITSM/HR instance provided by the UC Berkeley IT Service Hub - Knowledge Portal
Demand Management – tools for capturing, centralizing, and assessing strategic and operational demands.
Ideas Module (ideation module) is integrated with demand management and is an easy way for users to submit ideas for demand for demand managers to assess.
Tracks progress of an idea as it moves through the demand lifecycle (idea to a demand, to a project, enhancement, change, or defect).
Life Cycle of demand
Any user can Submit Ideas or Demands
Demand Managers can add stakeholders, requirements, risks, decisions, and resource plans.
Demand Managers and Demand Users can screen and qualify demands
Decision makers can use assessment results and the demand backlog when approving or rejecting
Key Concepts and Roles
Portfolios - categories to manage related programs, projects and demands. Created by it_portfolio_manager role. Typically these are named according to the business units of an organization.
Stakeholders - a person affected by the demand or who has interest in the demand. One entry per stakeholder : portfolio.
Level of interest - does the stakeholder want to pursue the demand?
Assessment recipient - will the stakeholder receive assessment questionnaires?
Approver - does the stakeholder have authority to approve demands?
Influence - level of influence the user has over the group assessing the demand
Engagement - indication of the way the user is engaged with the demand
Function - function of the stakeholder
Assessments - Demand management comes with the demand assessment metric type, 5 assessment metric categories, and assessment metrics. These can be modified, or new assessments created.
Out of the box demand assessments are
Size - how big a demand is compared to others
Strategic alignment - how closely the demand aligns with the strategic goals of the organization
Risk - risk compared to other demands
ROI - return on investment compared to other demands
Cost - cost compared to other demands.
Roles
|
Role |
Roles/Groups |
Access |
Account |
|
Demand Manager |
it_demand_manager and related roles |
Can view all demands Can edit demands -Screen (Initiate Assessments) -Qualify (Ready for Review) -Defer -Incomplete (Send back to draft) Can add or edit Portfolios Can add or edit Stakeholders Can add or edit Assessments |
Norole Demand Manager |
|
Demand User |
it_demand_user |
Can view all demands Can edit demands in DRAFT mode |
Norole Demand User |
|
Demand submitter |
Anyone with an account |
Can view their own demands Can edit their demands still in draft Can submit their demand for approval |
ServiceNow Account |
|
Stakeholder |
Individuals designated as stakeholder due to their ownership, interest, decision making, or expertise. |
Depending on how they are setup they: Can review assessments Can approve demands |
|
|
Collaborator |
Individuals can be listed as a collaborator on any idea. |
Can view demands they are collaborators on Can edit demands still in draft they are collaborators on Can submit demand for approval they are collaborators on |
ServiceNow Account |