Post on 05-Dec-2014
description
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Presenter:
Sy Aslan, MSE, PE, PMP
Effective Portfolio ManagementWebinar
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UMT – Who We Are
‘Winner of Microsoft Partner of the Year’
‘Visionary’ in Integrated IT Portfolio Analysis Applications
‘Cool Vendor’ in Gartner’s Cool Vendor Report 2012
PPM Experts 20years of experience
With over
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UMT Named Microsoft EPM Partner of the Year
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Recent UMT Clients
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Business Performance SolutionsIT Governance and Management (IT G&M)
Comprehensive EPM
Resource / Demand Management
APM
PMO
PM Training
Innovation Process Management / New Product Development (NPD)
Comprehensive EPM
Capacity Planning / Resource Management
PM CoE / CoP
Program / Corporate PMO
Project / Program Management
Reporting and Dashboard
Resource Management
PMO Services
Process Improvement Initiatives
• Portfolio Selection and Management
• Project / Program Management
• Resource Management
• PM Training
Consulting Services
Enterprise Project and Portfolio Management
Enterprise Application Portfolio Management and Analytics
Project and Portfolio Financial Management Consulting
New Product Development (NPD) Portfolio Management
Program Management Office (PMO)
Product Offerings
UMT 360
Financials
Portfolios
UMT Training Institute
Managing Projects with Microsoft Project 2013 and 2010 Training
Microsoft Portfolio Server Training
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Presenting
Sy Aslan, MSE, PE, PMP
The Academic Director of UMT Institute
Over 30 years helping client make better decisions.
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Business Success
Effective
Decisions
Competitive
Advantage
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Important decisions
Result are quick and clear
Knowledge is well studied
Trained decision makers
Aviation Decisions
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Miracle on the Hudson
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Decision Making
Effectiveness
Tools and Method to get better grasp on the environment
Insight and Judgment
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Portfolio Management
A strategic and dynamic decision-making process
to assess, prioritize actions, and allocate
resources to maximize the value of a collection of
investments that supports enterprise objectives.
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The Challenge of Managing Portfolio of Projects
Multitude investment options exceed
capacity
Contradicting points of view
Conflicting, redundant, or even irrelevant
projects
Project decision are not always the best
for the organization as a whole
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Strategic Currency
Clarify the strategic currency and aim to maximize it for the portfolio
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Decision Process: Governance
Offer a repository of investments and a
transparent, agreed-upon decision process
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Insight: Do we have the right Projects?
Optimize portfolio strategic currency, risk and limited resources
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Insight: How Much & Where to Invest?
80% of value with
44% cost
Below Efficient
Frontier, the
solution value is
less than optimal
Total Cost (MM)
Cost
Value
$32MM
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Integrated Portfolio Management
Businesses are discovering that there is no data-sharing
platform that all IT managers can use to unify the disparate
financial, project, asset and operations views stakeholders
need to communicate across IT silos.
Gartner, Aug 2012
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AssetsPortfolio
Management
Project
Selection
Project
Portfolio
Optimization
Project
Portfolio
Execution
Project
Capture
Project Portfolio
Management
New / Enhanced Assets
Assets
Analyses
Asset
Portfolios
Decisions
Asset
Portfolios
Update
Asset
Valuation
Integrated Portfolio Management
Strengths &
Weaknesses
Opportunities
& Threats
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Integrated Portfolio ManagementIT Services
InfrastructureBusiness
Capabilities
ProjectsApplications
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What Is Important?
R&D
Project
Portfolio
Business
Project
Portfolio
Application
Transformation
Proj Portfolio
Application
Development
Proj Portfolio
Infrastructure
Proj Portfolio
Infrastructure
Maintenance
Proj Portfolio
Program
Portfolios
App Portfolios:
Record
Differentiation
Innovation
Bus Capblty
Portfolio
Service Portfolios:
Storage
Output
Desktop
Communication
App Hosting
Business
Assets
Portfolios
Business
Process
Portfolio
Product
Portfolio
Org Portfolio
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• Insight, feelings, beliefs, hunches,
produce on-the-spot decisions
• Good intuitive decision are usually
based on experience
• Poor intuitive decision are usually based
on biases or incorrect pre-judgment
Intuition decisions are needed when things
move fast
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Integrated Portfolios
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Roadmap
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Assess: Collaborate & Analyze Portfolios
Utilize Powerful BI to Identify Transformation
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Assess: Collaborate & Analyze Portfolios
Utilize Powerful BI to Identify Transformation
Maintain Enhance
Enhance Retire
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Correlation & Cause and Effect Top 10
Importance
Performance
Cost
Risk
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APM Time Analysis
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The New Approach isIntegrated Portfolio Management Thinking
• What would make us effectives?
• What will give us better grasp on
our environment?
• How can we enhance our Intuition
and Judgment?
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Q&A and Survey
Enter your questions through the
“GoToWebinar” control panel
Click on the survey link in the
“Questions/Chat” box and complete
the survey
A link to the slides, recording, and survey will be e-mailed to you