Jumpstart Your Strategic Portfolio Management - Collaborative Work Management

reference australia Updated Sep 10, 2026 2 min read jumpstart-your-spm-collaborative-work-management.md
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This Accelerator demonstrates how to set up and use Collaborative Work Management (CWM) with Strategic Portfolio Management (SPM).

Accelerator overview

Jumpstart Your SPM - Collaborative Work Management (CWM) provides Impact customers with an overview of CWM capabilities. The goal is to demonstrate how customers can set up and use CWM to plan, manage, visualize, and collaborate on work with their teams. This Accelerator also equips customers with key resources and leading practices to help them get started quickly.

Package Availability

Note: This Accelerator is available for Impact Guided, Guided+ (Strategic Value or Platform Governance), Advanced, and Total packages.

What you get

  • Session preparation

    The Technical Accelerator Consultant:

    • Provisions a temporary instance
    • Activates and configures components of Collaborative Work Management:
      • Plugins
      • Updates
      • Foundation data
    • Configures the demonstration
  • Customer coaching session #1 (up to 1.5 hours)

    • Overview of CWM within Strategic Portfolio Management
    • Walkthrough of key CWM capabilities and features
    • Review of leading practices with CWM usage and implementation guide
    • Applied demonstration of CWM within SPM
  • Customer coaching session #2 (optional on customer request, up to 1 hour)

    Opportunity for Q&A related to CWM within SPM

  • Output

    • 30-day access to the temporary instance and Technical Accelerator Consultant with whom you met for any further questions or in-depth explorations
    • Copy of the coaching session deck

Requested customer resources

Customer resource Responsibilities Required Recommended
Platform Owner Holds overall accountability for the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform. ✓
System Administrator(s) Maintains the stability and usability of the ServiceNow platform. Performs application maintenance and manages support for cases related to ServiceNow applications. Contributes to ServiceNow software releases by delivering configuration tasks and features. ✓
Other customer roles Oversees project management. Example: Project Manager/Resource Manager – Individuals who request resources or collaborate on the allocation and planning of resources. ✓
Developer(s) Writes code for the ServiceNow platform. ✓
Trusted Service Partner(s) Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support the customer in the future. ✓

Requested information and access

Additional details on supplemental legal terms, prerequisites, specifications, requirements, and exclusions can be found by selecting the Impact Accelerator Terms Matrix.

Exclusions

ServiceNow is not responsible for implementing recommendations on Customer’s sub-production or production instances.

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