The Vergys IT Portfolio Management Process - Overview
4 Steps to Success
The Vergys ITPfM Process - Overview
Information Technology Portfolio Management
(ITPfM) is the process through which your
organization can optimize its “return” on IT
A SIMPLE and STRAIGHTFORWARD ITPfM
process is much more likely to be adopted…
…which is why our process only requires 4 steps!
The 4-Step Vergys ITPfM Process
Validate the portfolio
Determine evaluation criteria
Step 1 - Validate your portfolio
Identify all of your unapproved ideas or prospects
Identify all of your approved projects whether in
planning, development or implementation
Identify all of your existing assets
(hardware, software, etc.)
Step 2 - Determine evaluation criteria
Develop criteria based on organizational priorities
For instance, each investment in your portfolio can
be measured against alignment to corporate
strategy, risk, cost, etc.
Step 3 – Gather data
Determine how each element of the portfolio aligns
to the corporate strategy, how much it costs, how
risky it is, etc.
Gather all subjective and objective data
Step 4 - Make decisions
Get all the key decision makers in a room or on a
Present them with the data and empower them to
make informed decisions about each element in the
But don’t stop there!
REPEAT the process at regular intervals to
ensure an optimized portfolio.
for more information and insight!