Tokyo Strategic Porfolio Management

Tokyo Strategic Porfolio

Management
Last updated: September 7, 2022

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 Tokyo Strategic Porfolio Management

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Company Headquarters
2225 Lawson Lane
Santa Clara, CA 95054
United States
(408)501-8550

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 Tokyo Strategic Porfolio Management

Use Demand Management

Users with the demand manager role can create, view, and modify demands using the
Demand Management application.

You can also approve demands and create the following artifacts from the approved
demands:

• Project

• Change

• Enhancement

• Defect

The type of artifact created from a demand depends on the selections in the Category
and Type fields on the Demand form. Enhancements and defects can be created when
the system administrator has activated the SDLC-SCRUM plugin.

Demand Management Life Cycle

The demand management life cycle can be simplified as follows:

• Creating a demand: The user submits an idea and the demand manager approves
the idea, automatically creating a demand from that idea.

• Viewing a list of demands: The demand manager views demands on the demand
workbench or from a list view.

• Enhancing a demand: The demand manager can send the demand to screening,
which sends assessments to stakeholders.

• Assessing a demand:

• The demand manager can screen the demand and send surveys to stakeholders to
complete assessments.

• The demand manager can set the state of the demand to qualify, defer, or
incomplete.

• Demands can be analyzed and approved using the demand workbench.

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 Tokyo Strategic Porfolio Management

• Creating an artifact: The demand manager creates a project, enhancement,

change, or defect.

In demand management, a demand can be in any of the following states.

The demand management application uses the following simplified demand states.
Demand States

State Description

Draft The demand manager accepts a

submitted idea.
After reviewing or editing the record, click
one of these buttons:

• Update: The demand record is updated,

but the demand remains in the current
state.

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 Tokyo Strategic Porfolio Management

State Description
• Submit demand: The demand is moved
to the submitted state.

• Delete: The demand record is deleted.

An accepted idea creates a demand

record and the demand manager submits
the demand.
After reviewing or editing the record, click
one of these buttons:

• Update: The demand record is updated,

but the demand remains in the current
state.

• Screen: The demand is moved to the

Submitted screening state.

• Qualify The demand is moved to the

qualified state.

• Defer: The demand is moved to the

deferred state.

• Incomplete: The demand is moved to

the incomplete state.

• Delete: The demand record is deleted.

Screening The demand initiates assessments for the

demand.
After reviewing or editing the record, click
one of these buttons:

• Update: The demand record is updated,

but the demand remains in the current
state.

• Qualify The demand is moved to the

qualified state.

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 Tokyo Strategic Porfolio Management

State Description
• Defer: The demand is moved to the
deferred state.

• Delete: The demand record is deleted.

The demand has been qualified and is

ready for review.
After reviewing the record, click one of
these buttons:

• Update: The demand record is updated,

but the demand remains in the current
state.
Qualified
• Approve: The demand is moved to the
approved state.

• Defer: The demand is moved to the

deferred state.

• Delete: The demand record is deleted.

The demand has been put on hold. The

demand can be revisited in future and
reviewed.

After reviewing the record, click one of

these buttons:

• Update: The demand record is updated,

but the demand remains in the current
Deferred state.

• Approve: The demand is moved to the

approved state.

• Reset to Draft: The demand is moved

back to the draft state.

• Delete: The demand record is deleted.

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 Tokyo Strategic Porfolio Management

State Description

The demand is approved

After reviewing or editing the record, click
one of these buttons:

• Update: The demand record is updated,

but the demand remains in the current
Approved state.

• Close: The demand is moved to the

closed state.

• Delete: The demand record is deleted.

The demand is moved to the completed

Completed
state.
These states appear in the process flow indicator at the top of the Demand form. The
process flow indicator:

• Highlights the current state of the demand.

• Checks off the states that a demand has passed through.

• Leaves blank the states that have been skipped.

In this example, the demand is in the Approved state. It passed through the Draft,
Submitted, and Qualified states but skipped the Screening state.

• Submit an idea from Self-Service or Service Catalog

All users can submit ideas from the Service Catalog or from the Ideas module in Self-
Service.

• Assess demands

The Demand Management application comes with two demand visualization tools
that can aid decision makers with demand assessment.

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 Tokyo Strategic Porfolio Management

• Demand tasks

A demand task is a unit of work, created within a demand, to break down initial
planning activities before converting the demand into a project, change,
enhancement, or defect.

• Actual cost and effort calculation for a demand and demand task

The actual cost and effort are realized cost incurred and time spent for the work
performed on a demand and demand task during a specific time period. Actual cost
and effort are calculated based on the approved time cards and hourly rate for the
resources and vary based on how the hourly rate for the resource is derived.

• Create a demand

Create demands to capture your strategic and operational demands.

• View demands

You can view existing demands at any time.

• Add details to demands

The demand manager typically works with a business relationship manager to identify
stakeholders and elicit requirements, risks, and other important information.

• RIDAC (Risk, Issue, Decision, Action, and Request Changes) record entries for a
demand

RIDAC is an acronym for Risk, Issue, Decision, Action, and Request Changes records.
Create a risk record for your demand that you can convert to other records during the
demand life cycle to track issues and to avoid having to manually copy relevant
details in related records.

• Reset a demand to Draft state

A demand can be moved back to Draft state, if required.

• Delete demands

Demands can be deleted only while in the Pending state.

• Move and resize a demand

As the demand manager, you can move and resize bubbles in the bubble chart.

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 Tokyo Strategic Porfolio Management

• Stage fields

The Stage field on the Ideas list displays the current state of an idea as it moves
through the demand life cycle. The current state includes from an idea to a demand
and then to the resulting project, enhancement, change, or defect.

• Composite fields

A composite field combines information from two fields in a table to form a single field.

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United States and/or other countries. Other company and product names may be trademarks of the respective companies with which they are
associated.