EY provides portfolio management services to help clients address common challenges. Their services include portfolio investment management, portfolio resource alignment and rationalization, and portfolio transparency and disintermediation. The services are aimed at helping clients with planning and business agility, cost management through resource rationalization, and gaining executive visibility across different portfolios.

1. Page 1
How We Help Our Clients

2. Page 2
Our Focus
Standards
Processes
Data & BI Models
PPM
Framework
Governance
Behavior
Process
Porfolios of...
Projects Assets Products IT Apps
Align
Strategy
Increase Performance
Manage
Execution
Decrease Risk
Design
Adoption
Maturity
Bridge the gap between
Data
Technology

3. Page 3
Insights&Reporting
Capabilities Leveraged
Create Select Plan Manage
Project
Portfolio
Management
Demand Management Project Portfolio Selection
Project Portfolio Tracking & Status
Project Portfolio Reporting
Program /
Project
Management
Schedule Management
Project Tracking, & Status
Task Management
Financial
Management
Budget Formulation Budget Execution
Benefits Planning
Benefits Realization
Resource
Management
Capacity Planning
Resource Planning & Tracking
Time Management
Collaboration
Management
Actions, Decisions, Risks and Issues Management
Document Management
Communication Management
MeasureAssess

4. Page 4
Workshop Approach
Project Intake
& Governance
Schedule
Management
Collaboration
Management
Project Insights
& Reporting
System Interfaces/
Data Integration
Requirements
User Security
Model

5. Page 5
The Connections
Project
Management
Project
Governance
Schedule
Mgmt
Resource
Allocation
Forecasting
Resource
Capacity
Analysis
Project
Financial
Mgmt
Risks &
Issues
Mgmt
Documents
Mgmt
BI &
Reporting

6. Page 6
Tool
Process/
Decision
Focus on
Capability
Enablement
People
Roles &
Responsibilities
Skill Set
1
2
34
5
Is the organization able
and willing to adopt and
adapt?
Can we as an organization
support this capability, are
we mature enough?
Do we have the needed roles and are
responsibilities clearly outlined and
understood?
How are the processes
impacted by change?
Are the users
adequately trained to
successfully adopt the
change?
Information Providers
► Team Members
Information Gatherers
► PMO, PMs
Information Consumers
► Execs, FA leads,
Governance Committees
Focus on Capabilities Along With Technology

7. Page 7
EY Service Offerings
aligned with
Common Challenges

8. Page 8
EY Service Offerings aligned with Common Challenges
Common
Challenges
Planning and business agility – dynamic planning throughout the year, respond quickly to
changes in the market place, strategy execution
Cost management through resource rationalization – align resources to strategic priorities,
skill identification and development, resource optimization
Asset/application portfolio management strategy – projects create assets, assets create
projects, align and manage these two portfolios
M&A transaction - M&A portfolio prioritization, benefit realization acceleration, transition to
steady state portfolio management
IT alignment to business strategy – IT portfolio optimization and alignment to business drivers,
reverse costing and chargebacks
‘C’ level visibility – cross function, cross divisional and enterprise portfolio investments visibility
with real time direct access to information
Service
Offerings
Portfolio Investment Management - demand management, portfolio optimization, dynamic
reallocation
Portfolio Resource Alignment & Rationalization - portfolio demand capacity planning,
resource contouring, reverse resource allocation
Portfolio Transparency & Disintermediation - integrated portfolio analytics
Multi-Portfolio Structures & Dependencies - network of PMOs / portfolio performance hubs
Portfolio Management-as-a-Service – Portfolio Management Center of Excellence with
transition roadmap

9. Page 9
EY Service Offerings aligned with Common Challenges
Common
Challenges
Planning and business agility – dynamic planning throughout the year, respond quickly to
changes in the market place, strategy execution
Cost management through resource rationalization – align resources to strategic priorities,
skill identification and development, resource optimization
Asset/application portfolio management strategy – projects create assets, assets create
projects, align and manage these two portfolios
M&A transaction - M&A portfolio prioritization, benefit realization acceleration, transition to
steady state portfolio management
IT alignment to business strategy – IT portfolio optimization and alignment to business drivers,
reverse costing and chargebacks
‘C’ level visibility – cross function, cross divisional and enterprise portfolio investments visibility
with real time direct access to information
Service
Offerings
Portfolio Investment Management - demand management, portfolio optimization, dynamic
reallocation
Portfolio Resource Alignment & Rationalization - portfolio demand capacity planning,
resource contouring, reverse resource allocation
Portfolio Transparency & Disintermediation - integrated portfolio analytics
Multi-Portfolio Structures & Dependencies - network of PMOs / portfolio performance hubs
Portfolio Management-as-a-Service – Portfolio Management Center of Excellence with
transition roadmap
Annual and regular
calibration using portfolio
management principles to
bridge the gap between
strategy and execution

10. Page 10
EY Service Offerings aligned with Common Challenges
Common
Challenges
Planning and business agility – dynamic planning throughout the year, respond quickly to
changes in the market place, strategy execution
Cost management through resource rationalization – align resources to strategic priorities,
skill identification and development, resource optimization
Asset/application portfolio management strategy – projects create assets, assets create
projects, align and manage these two portfolios
M&A transaction - M&A portfolio prioritization, benefit realization acceleration, transition to
steady state portfolio management
IT alignment to business strategy – IT portfolio optimization and alignment to business drivers,
reverse costing and chargebacks
‘C’ level visibility – cross function, cross divisional and enterprise portfolio investments visibility
with real time direct access to information
Service
Offerings
Portfolio Investment Management - demand management, portfolio optimization, dynamic
reallocation
Portfolio Resource Alignment & Rationalization - portfolio demand capacity planning,
resource contouring, reverse resource allocation
Portfolio Transparency & Disintermediation - integrated portfolio analytics
Multi-Portfolio Structures & Dependencies - network of PMOs / portfolio performance hubs
Portfolio Management-as-a-Service – Portfolio Management Center of Excellence with
transition roadmap
Ensure resources are
focused on efforts that
are most important to
the organization while
gaining efficiencies

11. Page 11
EY Service Offerings aligned with Common Challenges
Common
Challenges
Planning and business agility – dynamic planning throughout the year, respond quickly to
changes in the market place, strategy execution
Cost management through resource rationalization – align resources to strategic priorities,
skill identification and development, resource optimization
Asset/application portfolio management strategy – projects create assets, assets create
projects, align and manage these two portfolios
M&A transaction - M&A portfolio prioritization, benefit realization acceleration, transition to
steady state portfolio management
IT alignment to business strategy – IT portfolio optimization and alignment to business drivers,
reverse costing and chargebacks
‘C’ level visibility – cross function, cross divisional and enterprise portfolio investments visibility
with real time direct access to information
Service
Offerings
Portfolio Investment Management - demand management, portfolio optimization, dynamic
reallocation
Portfolio Resource Alignment & Rationalization - portfolio demand capacity planning,
resource contouring, reverse resource allocation
Portfolio Transparency & Disintermediation - integrated portfolio analytics
Multi-Portfolio Structures & Dependencies - network of PMOs / portfolio performance hubs
Portfolio Management-as-a-Service – Portfolio Management Center of Excellence with
transition roadmap
Deliver insight across the
enterprise and reduce the
number of intermediaries
providing information to
decision makers

12. Page 12
EY Service Offerings aligned with Common Challenges
Common
Challenges
Planning and business agility – dynamic planning throughout the year, respond quickly to
changes in the market place, strategy execution
Cost management through resource rationalization – align resources to strategic priorities,
skill identification and development, resource optimization
Asset/application portfolio management strategy – projects create assets, assets create
projects, align and manage these two portfolios
M&A transaction - M&A portfolio prioritization, benefit realization acceleration, transition to
steady state portfolio management
IT alignment to business strategy – IT portfolio optimization and alignment to business drivers,
reverse costing and chargebacks
‘C’ level visibility – cross function, cross divisional and enterprise portfolio investments visibility
with real time direct access to information
Service
Offerings
Portfolio Investment Management - demand management, portfolio optimization, dynamic
reallocation
Portfolio Resource Alignment & Rationalization - portfolio demand capacity planning,
resource contouring, reverse resource allocation
Portfolio Transparency & Disintermediation - integrated portfolio analytics
Multi-Portfolio Structures & Dependencies - network of PMOs / portfolio performance hubs
Portfolio Management-as-a-Service – Portfolio Management Center of Excellence with
transition roadmap
Capital projects, IT
projects, assets,
products & applications
managed as portfolios to
highlight trade-offs in
investment management
decisions

13. Page 13
Service Offerings aligned with Common Challenges
Common
Challenges
Planning and business agility – dynamic planning throughout the year, respond quickly to
changes in the market place, strategy execution
Cost management through resource rationalization – align resources to strategic priorities,
skill identification and development, resource optimization
Asset/application portfolio management strategy – projects create assets, assets create
projects, align and manage these two portfolios
M&A transaction - M&A portfolio prioritization, benefit realization acceleration, transition to
steady state portfolio management
IT alignment to business strategy – IT portfolio optimization and alignment to business drivers,
reverse costing and chargebacks
‘C’ level visibility – cross function, cross divisional and enterprise portfolio investments visibility
with real time direct access to information
Service
Offerings
Portfolio Investment Management - demand management, portfolio optimization, dynamic
reallocation
Portfolio Resource Alignment & Rationalization - portfolio demand capacity planning,
resource contouring, reverse resource allocation
Portfolio Transparency & Disintermediation - integrated portfolio analytics
Multi-Portfolio Structures & Dependencies - network of PMOs / portfolio performance hubs
Portfolio Management-as-a-Service – Portfolio Management Center of Excellence with
transition roadmap
Portfolio management
support during the
maturity transition to
steady state