Integrated Portfolio
& Financial Planning
Synchronize financial, project, and resource planning into one unified portfolio model.
Enhance Visibility, Align Investments
We integrate financial, project, and resource planning using ServiceNow, delivering unified visibility and real-time financial insights across your portfolio
By configuring ServiceNow’s financial planning capabilities, we establish clear planning hierarchies, financial transparency, and data-driven decision-making. Connect your strategic objectives, resources, and project execution into a cohesive financial model — enabling accurate budgeting, forecasting, and performance tracking throughout your organization.
Other ServicesServiceNow SPM
How Integrated Portfolio & Financial Planning Boosts You
Configure financial workbenches and planning structures for budgeting, forecasting, and accurate cost modeling across portfolios, programs, and projects.
Link financial data seamlessly with strategic objectives, resource allocations, demands, and project plans — ensuring consistency across all planning activities.
Establish structured, configurable financial breakdowns aligned with your governance needs (e.g., CAPEX/OPEX, departments, cost centers).
Enable intuitive dashboards, reports, and real-time analytics to monitor and evaluate financial performance at strategic, portfolio, program, and project levels.
Provide clear governance frameworks, defined roles, and tailored training to embed effective financial planning and accountability across the organization.
FAQ
Integrated Portfolio & Financial Planning links strategic, resource, and financial planning into a unified, transparent, and data-driven model using ServiceNow.
It eliminates fragmented financial processes, providing real-time visibility, informed decision-making, and clear alignment between budgets and strategic plans.
Real-time tracking and analytics provide immediate insight into budgets, forecasts, and actuals across all organizational levels.
Yes, clear budgeting ownership, role definitions, and real-time financial tracking embed accountability into your operational workflows.
Organizations seeking comprehensive, transparent, and strategic financial management, especially those leveraging ServiceNow for planning integration.
Let's make it happen
Tell us about your financial and portfolio management challenges. We’ll help you build an integrated, strategic planning model tailored specifically to your organization’s needs.