Portfolio Management Best Practices

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  • World16

    PortfolioManagementBestPracticesDougPage/Advisor/CATechnologies

    AMX69E

    AGILEMANAGEMENT

  • 2 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    ForInformationalPurposesOnlyTermsofthisPresentation

    2016CA.Allrightsreserved.Alltrademarksreferencedhereinbelongtotheirrespectivecompanies.

    Thecontentprovidedinthis CAWorld2016presentationisintendedforinformationalpurposesonlyanddoesnotformanytypeofwarranty. The informationprovidedbyaCApartnerand/orCAcustomerhasnotbeenreviewedforaccuracybyCA.

  • 3 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Abstract

    CAProject&PortfolioManagement(CAPPM)PortfolioManagementisaseasyas1,2,3.Onceyouknowthesteps,learnaboutbestpracticesandreal-worldusecases.

    DougPage

    CATechnologiesAdvisor

  • 4 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Agenda

    RECOMMENDATION

    WHATISPORTFOLIOMANAGEMENTINCAPPM?

    PORTFOLIOMANAGEMENTBESTPRACTICES

    USINGCAPPMFORPORTFOLIOMANAGEMENT

    1

    2

    3

    4

  • 5 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Recommendation

    CaptureinvestmentcandidatesinCAPPM

    Properlycategorizeinvestments(andhavesomeoneownthis)

    Agreetostandardmetrics&priorities

    Trackinvestmentsagainstbusinessmetrics,notprojectmetrics

    Establishperpetualplanningguidelines

    DONTNEEDALLTHEINFORMATIONATONCE

  • 6 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    PortfolioManagement

    Solutionyouneedtoalignyourstrategicinvestmentswithyourcorporategoals,bringingyouthehighestreturnontheuseofyourlimitedresources.ItProvidesyouwith:

    structuredenvironmenttocreateanenterpriseportfolio

    definemetrics

    performwhat-ifanalysisand

    makebetterfact-baseddecisionsaboutthefuture

    CAPPM

  • 7 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    WhatMakesTechnologyPortfoliosUnique?

    FinancialPortfolios

    Standmetrics

    Liquidassets

    Financialonly

    Nofunctionaluse

    TechnologyPortfolios

    Nostandardmetrics

    Illiquidinvestments

    Financial&Non-financial

    Canhavefunctionalvalue

  • 8 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    PortfolioManagementBestPractices

    PerformanceManagement

    PortfolioBalancing

    Prioritization

    Evaluation

    Categorization

    Identification

  • 9 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Identification

    Whatistheprocess(source)forOpportunityIdentificationtoday?

    Alsoknownas Candidateregistration Demand Intake Proposalmanagement BusinessCasemanagement

  • 10 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Categorize&Evaluation

    Strategicalignment(organizational,businessunit)

    Risk

    Businessmetricaffected

    Entrepreneur Developer

    Caretaker Controller

    FutureIm

    pact

    CurrentImpact

  • 11 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    PrioritizationPrioritizationvariables

    Sustainability

    RiskRating

    FinancialReturn

  • 12 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    PrioritizationFinancialandNon-financialmetrics

    vs

    GrowRevenue

    IntroduceNewProductin

    DifferentRegions

    ImproveSalesExecution

    OptimizeOperations

    UpgradeBackOfficeTechnologyto

    ReduceOperatingCosts

    StreamlineCompliancewith

    RegulatoryRequirements

    PromoteInnovation

    EncourageSubmissionofNew

    IdeasfromEmployees

    LeverageConsumerTechnologyto

    EmpowerCustomersinPurchasingDecisions

  • 13 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Prioritization

    Scenariomanagementtounderstandoptions Changestoprioritization/rankingmodel Changestoconstraints

    Financial Resources

    ScenarioManagement

  • 14 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    PortfolioBalancing

    Assetallocation Strategicgoals Businessunits

    TimeHorizon Thisyear Nextyear 3years 5years

    Risktolerance Highriskflyers

  • 15 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    PerformanceManagement

    PerformanceMeasurement Howaretheprojectsrunning?

    BenefitsRealization Aretheprojectsdelivering?

    PortfolioReviewandReporting

  • 16 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    UsingCAPPMtosupportPortfolioManagement(solutiondemonstration)

  • 17 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Questions?

  • 18 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    RecommendedSessionsSESSION# TITLE DATE/TIME

    AMX70E TransformyourorganizationtobeValueFocused 11/15/2016at3:30pm

    AMX117SLearnHowIKEASuccessfullyImplementedPortfolioManagementtoSupportItsEmergingBusinessPortfolio 11/16/2016at3:00am

    AMX118SThePowerofCAPPMisCatchingonWithintheBusinessatMylan 11/16/2016at3:45pm

    AMX95SRInteractiveWorkshoponPortfolioManagementCapabilitiesinCAProject&PortfolioManagement(Session1)

    11/16/2016at4:30pm

    11/17/2016at3:00pm

    AMT03SSevenElementsforStrategicPortfolioManagementSuccess:HowandWhyAgilePlaysaKeyRoleinInvestmentStrategiesandPortfolioManagement

    11/17/2016at12:45pm

  • @CAWORLD#CAWORLD 2016CA.AllRIGHTSRESERVED.19 @CAWORLD#CAWORLD

    AgileManagement

    FormoreinformationonAgileManagement,pleasevisit:http://cainc.to/9Zed5W

  • 20 2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

    Stayconnectedatcommunities.ca.com

    Thankyou.