Accelerate value delivery by turning strategy into outcomes with AI-powered execution. Now Assist for Strategic Portfolio Management (SPM) accelerates customer value by leveraging AI to summarize feedback or content in Docs, generate user stories, create concise project summaries, autonomously monitor project tasks, enhance records creation, create demands through conversations, identify similar demands, and summarise demands to get a quick overview of them.
Refine records
Use the refine records skill and Now Assist context menu (NACM) to simplify record creation and updates, reduce effort, and improve record quality. Enable portfolio, project, product, demand managers and agile users to refine records content efficiently using the Elaborate and Shorten options. The refine records skill helps in improving clarity and completeness of your records and reduces the rework due to missing or unclear information.
Monitor project tasks
Monitor project tasks powered by AI Agents provide significant value to project managers by autonomously monitoring project tasks on the critical path and proactively alerting the project manager to keep the project schedule on track. By leveraging these AI Agents, project managers can optimize their operations, accelerate time to value, and enhance overall project efficiency.
Agile story generation
Streamline the creation of detailed stories from epics, ultimately enhancing the completeness and quality of deliverables. Teams can improve efficiency, reduce manual errors, and improve productivity.
Project Insights
Automatic generation and distribution of comprehensive project summaries via email, enabling project managers to stay informed, aligned, and proactive in their project initiatives. Businesses can benefit from real-time insights, strategic decision-making, and optimized project outcomes.
Multi feedback summarization
Leverage the power of AI to quickly synthesize multiple feedback records into a concise summary reducing the time and effort needed to assess and prioritize feedback.
Doc summarization
Leverage the power of AI to quickly summarize or help in shortening or elaborating text such as meeting notes, status reports, and acceptance criteria stored within Docs.
Conversational demand creation
Leveraging the power of AI, this skill delivers a frictionless demand intake process for business stakeholders and lets them quickly and easily submit demands using an intuitive conversational interface. It also transforms the user experience, saving them time, and increasing adoption of your demand intake process by making it easy to use.
Identify similar demands
This skill is designed to support demand managers as they review demands submitted by requestors. This capability aims to help identify similar demands that have already been requested, to help avoid duplication of work, as well as streamline the review and approval process for demands.
Demand summarization
Generate a concise, structured summary of any demand using the demand summarization skill. You can select which fields are used as input and also configure the format of the summary output. The skill reviews the selected demand fields and related lists and creates a clear summary of the demand.
Goal Insights
Proactively manage Goals and Targets with AI-predicted status and confidence levels. Get insights on associated targets, subgoals, and aligned work items that need immediate attention, along with recommendations to mitigate identified risks.
Epic health status
Use AI to automatically evaluate epic health across six risk dimensions: story health, blocked stories, dependencies, progress, timeline, and ownership. The skill returns a red, yellow, or green status with plain-English reasoning, giving portfolio managers a consolidated risk view without the need to manually review stories, timelines, and assignments. The assessment is accessible directly from the epic record page through a new Epic status button and an AI-generated summary card displayed at the top of the page.
- New
- Portfolio Insights - Identify planning items which are delayed beyond their planned start/end dates auto-categorized by severity with insights into top root causes behind the delays generated by AI. Review recommended actions by AI to immediately take steps to mitigate the impact. Identify planning items with mis-aligned planned/actual dates to approved dates and review recommended actions to correct them.
- Project Risk Detection - Automatically detect and create project risks using AI to reduce manual effort and improve visibility. AI analyzes project data and generates draft risk records with details such as title, description, impact, probability, AI rationale, and mitigation plan. These are then presented to the project manager for review, allowing them to accept and add them to RIDAC or reject them.
- Demand manager AI specialist - Validates and converts operational demands autonomously. This feature is currently supported in the controlled availability mode, please contact ServiceNow to implement this specialist.
- Epic health status: Use Now Assist to instantly assess epic health across six risk dimensions and get a red, yellow, or green status with plain-English reasoning, directly from the epic record page.
- Changed
- AI Status Reports now computes overall project health (red/yellow/green), generate AI-powered status reports using templates, and produce enhanced executive summaries to create draft status reports for projects.
- Project Insights now includes additional topics such as budget fluctuations, project delays, projects not started, dependency issues, and critical path changes to provide richer and more actionable project visibility.
- Goal insights along with AI forecasted status are now generated automatically via a scheduled job ( shipped default inactive). Ai rationale can be viewed against the AI generated status for each of the goal and target .
- Enhanced the demand summarization skill to include data from cost plans, monetary and non-monetary benefit plans, demand tasks, resource assignments and work notes to summarize demands.
- Required plugins and products
- Now Assist for Platform (v11.2.0)
- Portfolio Planning (v8.14.0)