The document describes a webinar presented by Sy Aslan on effective portfolio management. UMT, the company hosting the webinar, provides portfolio management consulting services and products. The webinar discusses challenges managing a portfolio of projects and investments and advocates an integrated portfolio management approach using governance, insight, and analytics to optimize value. It emphasizes assessing interrelated business, application, and infrastructure portfolios and using business intelligence to identify transformation opportunities.

2. Effective Portfolio Management
Webinar
Presenter:
Sy Aslan, MSE, PE, PMP
www.umt.com

3. 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

4. UMT Named Microsoft EPM Partner of the Year
www.umt.com

5. Recent UMT Clients
www.umt.com

6. 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

7. Presenting
Sy Aslan, MSE, PE, PMP
The Academic Director of UMT Institute
Over 30 years helping client make better
decisions.
www.umt.com

8. Business Success
Competitive
Advantage
Effective
Decisions
www.umt.com

9. Aviation Decisions




Important decisions
Result are quick and clear
Knowledge is well studied
Trained decision makers
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10. Miracle on the Hudson
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11. www.umt.com

12. Decision Making
 Effectiveness
 Tools and Method to get better
grasp on the environment
 Insight and Judgment
www.umt.com

13. 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

14. 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

15. www.umt.com

16. Strategic Currency
 Clarify the strategic currency and aim to maximize it for the portfolio
www.umt.com

17. Decision Process: Governance
 Offer a repository of investments and a
transparent, agreed-upon decision process
www.umt.com

18. Insight: Do we have the right Projects?
 Optimize portfolio strategic currency, risk and limited resources
www.umt.com

19. 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

20. 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

21. 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

22. Integrated Portfolio Management
IT Services
Business
Capabilities
Applications
Infrastructure
Projects
www.umt.com

23. 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

24. 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

25. Integrated Portfolios
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26. Roadmap
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27. Assess: Collaborate & Analyze Portfolios
Utilize Powerful BI to Identify Transformation
www.umt.com

28. Assess: Collaborate & Analyze Portfolios
Utilize Powerful BI to Identify Transformation
Maintain
Enhance
Enhance
Retire
www.umt.com

29. Correlation & Cause and Effect Top 10
Importance
Cost
Risk
Performance
www.umt.com

30. APM Time Analysis
www.umt.com

31. 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

32. 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