Overview of Configuring Demand Management

Demand Management system configuration involves the following tasks:

Tip: Worksheets contains a series of worksheets to help you gather the information required to build an Demand Management system.

Step 1: Gather process requirements

Before configuring an Demand Management system, you should collect specific information concerning your process, the types of requests required, and your contacts. For detailed information, see Gathering Process Requirements .

Step 2: Configure workflows

Configuring the workflows that you assign to requests involves setting up the required workflow steps (decision and execution steps), adding transitions between the steps, and configuring notifications, security groups, segregation of duties, and so on for each step. For information about how to configure workflows, see Configuring Workflows and Configuring Workflow Components.

Step 3: Configure request types

Request types gather and track the information required to perform workflow steps. For information about how to configure request types, see Configuring Request Types and Request Header Types.

Step 4: Configure contacts

Contacts are Demand Management users used as points of reference or information by other Demand Management entities, such as requests. For information about how to configure contacts, see Configuring Contacts.

Step 5: Configure notification templates

Notification templates are preconfigured notification forms used with Demand Management workflows and request types. Configuring Notification Templates presents detailed information on how to create and configure notification templates.

Step 6: Configure user data fields

In addition to the fields defined for each type of request in request types and request header types, you may want to define some additional, more global fields for all request types. Creating user data is a convenient way to define such global fields for Demand Management workflows and request types. Configuring User Data provides more information about user data fields, including instructions on how to configure them.

Step 7: Configure your security and access requirements

Part of any process are the permissions required to perform various decision steps. PPM controls access to perform these decisions through licenses and access grants. For information about licenses and access grants, see the Security Model Guide and Reference.

When you're ready to deploy Demand Management: Educate your users

After your Demand Management system is configured and tested, train your users on the new business process. The following offers some guidance on how to prepare your Demand Management users:

  • Basic Demand Management training. Make sure that each user understands how to create, process, and report on requests.

  • Process-specific training. Make sure that each user understands the new process. Consider holding a formal meeting or publishing documents on the workflow steps and requests.

  • User Responsibilities. Make sure that every user understands their respective role in the process. For example, the QA team may be restricted to only approving the testing phase of a release. You can use email notifications that are part of Demand Management to communicate information about user roles. Your notifications can be very detailed.