Innovation and Portfolio Management: Determining What to Cut and What to Keep U.S. Call-in toll-free number: 1-866-569-9708 U.K. Call-in number: 44-02031070273 Conference Code: 949-335-5580

Agenda Paul Sloane - Creativity and Innovation Sue Fisher - IT Portfolio Management Mike Arrigo - Moderator | U.S. Call-in toll-free number: 1-866-569-9708 U.K. Call-in number: 44-02031070273 Conference Code: 949-335-5580

Paul Sloane - Creativity and Innovation

Sue Fisher - IT Portfolio Management

Mike Arrigo - Moderator

No World Borders What We Do Advisory & Assessment Services Management consulting Solution development & implementations Project coordination,Training, Facilitation Human & Investment Capital Interim Management U.S. Call-in toll-free number: 1-866-569-9708 U.K. Call-in number: 44-02031070273 Conference Code: 949-335-5580

Advisory & Assessment Services

Management consulting

Solution development & implementations

Project coordination,Training, Facilitation

Human & Investment Capital

Interim Management

No World Borders Team Client Experience

According to BusinessWeek, innovation today is “much more than new products.” Innovation is also “reinventing business processes and building entirely new markets that meet untapped customer needs.” The ubiquity of the Internet and globalization of the business expand generation of new ideas. Innovation is then “selecting and executing the right ideas and bringing them to market in record time.”

Innovation Maturity Phases (CMMI)

Constant Incremental Enhancements Blended with Innovative Re-designs iPod iPhone

From London - Paul Sloane Creativity and Innovation Author of "The Innovatiive Leader" and consultant to American Express, British Telecom, Cendant, Experian, Lloyds of London, Motorola, Reckitt Benckiser, Shell Oil, 3M, and other firms. His Creative Leadership and Ideas Workshops are highly reviewed world-wide. 'Paul delivered an inspirational half day. His session got the highest ratings of any on our meeting and gave us great ideas we're implementing to drive positive change.' - Motorola

Author of "The Innovatiive Leader" and consultant to American Express, British Telecom, Cendant, Experian, Lloyds of London, Motorola, Reckitt Benckiser, Shell Oil, 3M, and other firms. His Creative Leadership and Ideas Workshops are highly reviewed world-wide. 'Paul delivered an inspirational half day. His session got the highest ratings of any on our meeting and gave us great ideas we're implementing to drive positive change.'

- Motorola

Now Speaking Paul Sloane U.S. Call-in toll-free number: 1-866-569-9708 U.K. Call-in number: 44-02031070273 Conference Code: 949-335-5580

Innovation Funnel Launch Ideas Ideas Ideas Ideas Assessment Gate Development Gate Test Gate

Paul Sloane U.S. Speaking Engagements October 9, 2008 No World Borders Connected World Conference Newport Beach, California October 8 th & 10 th 2008 Available for Leadership & Strategy Workshops

October 9, 2008

No World Borders Connected World Conference

Newport Beach, California

October 8 th & 10 th 2008

Available for Leadership & Strategy Workshops

Decision Making and Selection The Art of Change & Control During a Recession Basic Selection Approach Current Trends and Strategies Example- IT Strategy Response Defining the Process Organizing the Selections for Planning and Contingencies

Basic Selection Approach

Current Trends and Strategies

Example- IT Strategy Response

Defining the Process

Organizing the Selections for Planning and Contingencies

Decisions What to Cut and What to Keep

Budget Distribution Example

Budget Distribution Example

Selection Decisions Daily Work Incremental Improvements Innovative Ideas Plans & Contingency Plans Must Have Corp Must Have Process Small Improvement High Priority Projects Med Priority Projects Low Priority Projects

Current Trends and Strategies World Trends Economic and Political Uncertainty Global Economy Shift Increased Power Costs and Green Movement Resulting Business Strategies Stay the Course Expect Reduced Sales and Higher Business Costs Risk Attitude- Moderate Value Objective- Maintain Opportunistic Seek New Opening Market Revenue Mergers & Acquisitions Leverage Economic Shifts to Justify Improvements Risk Attitude- High Value Objective- Create Survival Eliminate Long-term Costs for Short-term Profits Risk Attitude- Zero Value Objective- Sacrifice Long-term Innovation Benefits Short-term Innovation Benefits Immediate Benefits Only

World Trends

Economic and Political Uncertainty

Global Economy Shift

Increased Power Costs and Green Movement

Resulting Business Strategies

Stay the Course

Expect Reduced Sales and Higher Business Costs

Risk Attitude- Moderate

Value Objective- Maintain

Opportunistic

Seek New Opening Market Revenue

Mergers & Acquisitions

Leverage Economic Shifts to Justify Improvements

Risk Attitude- High

Value Objective- Create

Survival

Eliminate Long-term Costs for Short-term Profits

Risk Attitude- Zero

Value Objective- Sacrifice

Example Effect of Business Strategies on IT Selection Stay the Course Expect reduced sales and higher business costs Power Transportation Foreign Purchases (based on exchange rates) IT Response Focus Cost Reductions in Areas of Higher Cost Slow or Reassess New Product/System Development Seek Short Projects with Immediate Benefits Structure Long-term projects with business benefit derived throughout the project Improve Project Success Rates with Better Planning Increase Early Project Terminations Expect to Respond to New Conservation Regulations Develop Scalable IT Processes to Reduce Costs During Sales Slump Communicate Plans and Results in Terms of Business Value Business Process Management Portfolio Management

Stay the Course

Expect reduced sales and higher business costs

Power

Transportation

Foreign Purchases (based on exchange rates)

IT Response

Focus Cost Reductions in Areas of Higher Cost

Slow or Reassess New Product/System Development

Seek Short Projects with Immediate Benefits

Structure Long-term projects with business benefit derived throughout the project

Improve Project Success Rates with Better Planning

Increase Early Project Terminations

Expect to Respond to New Conservation Regulations

Develop Scalable IT Processes to Reduce Costs During Sales Slump

Communicate Plans and Results in Terms of Business Value

BPM Designer: Process Simulation | Configure Simulation Scenarios (Loads) Observe and manage queues in real time. Adjust staffing/efficiency, etc. Extensive cost-based, time-based, and unit-based reporting. Generate detailed reports to assess process design. Export reports for external analysis.

Low Value High Cost

Selection Decisions Daily Work Incremental Improvements Innovative Ideas Plans & Contingency Plans Must Have Corp Must Have Process Small Improvement High Priority Projects Med Priority Projects Low Priority Projects

Rainbow Matrix Decreases in Priority and Level of Service

SEE IT IN ACTION Modeling Tools

Modeling Tools

QUESTIONS

Innovation & Portfolio Management at your Company Sue Fisher & Paul Sloane Half Day Assessments Leadership & Strategy Workshops [email_address] 949-335-5580 toll free U.S. 877-623-3287 fax: 888-357-1374

Sue Fisher & Paul Sloane

Half Day Assessments

Leadership & Strategy Workshops

[email_address]

949-335-5580

toll free U.S. 877-623-3287

fax: 888-357-1374

Drawing iPhone or Blackberry Book - The Innovative Leader

Innovation and IT Portfolio Management Determining what to cut and what to keep THANK YOU FOR YOUR PARTICIPATION