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UMT Webinar: Effective Portfolio Management

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  • 1. Effective Portfolio Management Webinar Presenter: Sy Aslan, MSE, PE, PMP www.umt.com
  • 2. UMT – Who We Are 20 With over PPM Experts years of experience ‘Cool Vendor’ in Gartner’s Cool Vendor Report 2012 ‘Visionary’ in Integrated IT Portfolio Analysis Applications ‘Winner of Microsoft Partner of the Year’ www.umt.com
  • 3. UMT Named Microsoft EPM Partner of the Year www.umt.com
  • 4. Recent UMT Clients www.umt.com
  • 5. Business Performance Solutions IT Governance and Management (IT G&M)  Comprehensive EPM  Resource / Demand Management  APM  PMO  PM Training Consulting Services Innovation Process Management / New Product Development (NPD)    Comprehensive EPM Capacity Planning / Resource Management PM CoE / CoP Product Offerings  Enterprise Project and Portfolio Management  UMT 360  Enterprise Application Portfolio Management and Analytics  Financials  Portfolios     Project / Program Management Reporting and Dashboard Resource Management PMO Services • • • • Portfolio Selection and Management Project / Program Management Resource Management PM Training UMT Training Institute New Product Development (NPD) Portfolio Management   Process Improvement Initiatives Project and Portfolio Financial Management Consulting  Program / Corporate PMO  Managing Projects with Microsoft Project 2013 and 2010 Training  Microsoft Portfolio Server Training Program Management Office (PMO) www.umt.com
  • 6. Presenting Sy Aslan, MSE, PE, PMP The Academic Director of UMT Institute Over 30 years helping client make better decisions. www.umt.com
  • 7. Business Success Competitive Advantage Effective Decisions www.umt.com
  • 8. Aviation Decisions     Important decisions Result are quick and clear Knowledge is well studied Trained decision makers www.umt.com
  • 9. Miracle on the Hudson www.umt.com
  • 10. www.umt.com
  • 11. Decision Making  Effectiveness  Tools and Method to get better grasp on the environment  Insight and Judgment www.umt.com
  • 12. 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. www.umt.com
  • 13. 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 www.umt.com
  • 14. www.umt.com
  • 15. Strategic Currency  Clarify the strategic currency and aim to maximize it for the portfolio www.umt.com
  • 16. Decision Process: Governance  Offer a repository of investments and a transparent, agreed-upon decision process www.umt.com
  • 17. Insight: Do we have the right Projects?  Optimize portfolio strategic currency, risk and limited resources www.umt.com
  • 18. Insight: How Much & Where to Invest? 80% of value with 44% cost Value Cost $32MM Below Efficient Frontier, the solution value is less than optimal Total Cost (MM) www.umt.com
  • 19. 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 www.umt.com
  • 20. Integrated Portfolio Management Project Selection Assets Analyses Asset Valuation Assets Portfolio Management Asset Portfolios Update Asset Portfolios Decisions Project Capture New / Enhanced Assets Strengths & Weaknesses Project Portfolio Management Project Portfolio Optimization Project Portfolio Execution Opportunities & Threats www.umt.com
  • 21. Integrated Portfolio Management IT Services Business Capabilities Applications Infrastructure Projects www.umt.com
  • 22. What Is Important? Bus Capblty Portfolio Org Portfolio Business Assets Portfolios Service Portfolios: Storage Output Desktop Communication App Hosting App Portfolios: Record Differentiation Innovation Product Portfolio Business Project Portfolio Application Transformation Proj Portfolio R&D Project Portfolio Business Process Portfolio Application Development Proj Portfolio Infrastructure Maintenance Proj Portfolio Infrastructure Proj Portfolio Program Portfolios www.umt.com
  • 23. Intuition decisions are needed when things move fast • 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 www.umt.com
  • 24. Integrated Portfolios www.umt.com
  • 25. Roadmap www.umt.com
  • 26. Assess: Collaborate & Analyze Portfolios Utilize Powerful BI to Identify Transformation www.umt.com
  • 27. Assess: Collaborate & Analyze Portfolios Utilize Powerful BI to Identify Transformation Maintain Enhance Enhance Retire www.umt.com
  • 28. Correlation & Cause and Effect Top 10 Importance Cost Risk Performance www.umt.com
  • 29. APM Time Analysis www.umt.com
  • 30. The New Approach is Integrated 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? www.umt.com
  • 31. 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 www.umt.com