Download - Portfolio Management Best Practices
![Page 1: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/1.jpg)
World®’16
PortfolioManagementBestPracticesDougPage/Advisor/CATechnologies
AMX69E
AGILEMANAGEMENT
![Page 2: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/2.jpg)
2 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
ForInformationalPurposesOnlyTermsofthisPresentation
©2016CA.Allrightsreserved.Alltrademarksreferencedhereinbelongtotheirrespectivecompanies.
Thecontentprovidedinthis CAWorld2016presentationisintendedforinformationalpurposesonlyanddoesnotformanytypeofwarranty. The informationprovidedbyaCApartnerand/orCAcustomerhasnotbeenreviewedforaccuracybyCA.
![Page 3: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/3.jpg)
3 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Abstract
CAProject&PortfolioManagement(CAPPM)PortfolioManagementisaseasyas1,2,3.Onceyouknowthesteps,learnaboutbestpracticesandreal-worldusecases.
DougPage
CATechnologiesAdvisor
![Page 4: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/4.jpg)
4 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Agenda
RECOMMENDATION
WHATISPORTFOLIOMANAGEMENTINCAPPM?
PORTFOLIOMANAGEMENTBESTPRACTICES
USINGCAPPMFORPORTFOLIOMANAGEMENT
1
2
3
4
![Page 5: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/5.jpg)
5 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Recommendation
§ CaptureinvestmentcandidatesinCAPPM
§ Properlycategorizeinvestments(andhavesomeoneownthis)
§ Agreetostandardmetrics&priorities
§ Trackinvestmentsagainstbusinessmetrics,notprojectmetrics
§ Establishperpetualplanningguidelines
DON’TNEEDALLTHEINFORMATIONATONCE
![Page 6: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/6.jpg)
6 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PortfolioManagement
Solutionyouneedtoalignyourstrategicinvestmentswithyourcorporategoals,bringingyouthehighestreturnontheuseofyourlimitedresources.ItProvidesyouwith:
§ structuredenvironmenttocreateanenterpriseportfolio
§ definemetrics
§ performwhat-ifanalysisand
§ makebetterfact-baseddecisionsaboutthefuture
CAPPM
![Page 7: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/7.jpg)
7 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
WhatMakesTechnologyPortfoliosUnique?
FinancialPortfolios
§ Standmetrics
§ Liquidassets
§ Financialonly
§ Nofunctionaluse
TechnologyPortfolios
§ Nostandardmetrics
§ Illiquidinvestments
§ Financial&Non-financial
§ Canhavefunctionalvalue
![Page 8: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/8.jpg)
8 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PortfolioManagementBestPractices
PerformanceManagement
PortfolioBalancing
Prioritization
Evaluation
Categorization
Identification
![Page 9: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/9.jpg)
9 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Identification
§ Whatistheprocess(source)forOpportunityIdentificationtoday?
§ Alsoknownas– Candidateregistration– Demand– Intake– Proposalmanagement– BusinessCasemanagement
![Page 10: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/10.jpg)
10 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Categorize&Evaluation
§ Strategicalignment(organizational,businessunit)
§ Risk
§ Businessmetricaffected
Entrepreneur Developer
Caretaker Controller
FutureIm
pact
CurrentImpact
![Page 11: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/11.jpg)
11 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PrioritizationPrioritizationvariables
Sustainability
RiskRating
FinancialReturn
![Page 12: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/12.jpg)
12 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PrioritizationFinancialandNon-financialmetrics
vs
GrowRevenue
IntroduceNewProductin
DifferentRegions
ImproveSalesExecution
OptimizeOperations
UpgradeBackOfficeTechnologyto
ReduceOperatingCosts
StreamlineCompliancewith
RegulatoryRequirements
PromoteInnovation
EncourageSubmissionofNew
IdeasfromEmployees
LeverageConsumerTechnologyto
EmpowerCustomersinPurchasingDecisions
![Page 13: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/13.jpg)
13 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Prioritization
§ Scenariomanagementtounderstandoptions– Changestoprioritization/rankingmodel– Changestoconstraints
§ Financial§ Resources
ScenarioManagement
![Page 14: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/14.jpg)
14 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PortfolioBalancing
§ Assetallocation– Strategicgoals– Businessunits
§ TimeHorizon– Thisyear– Nextyear– 3years– 5years
§ Risktolerance§ Highrisk“flyers”
![Page 15: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/15.jpg)
15 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
PerformanceManagement
§ PerformanceMeasurement– Howaretheprojectsrunning?
§ BenefitsRealization– Aretheprojectsdelivering?
PortfolioReviewandReporting
![Page 16: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/16.jpg)
16 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
UsingCAPPMtosupportPortfolioManagement(solutiondemonstration)
![Page 17: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/17.jpg)
17 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Questions?
![Page 18: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/18.jpg)
18 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
RecommendedSessionsSESSION# TITLE DATE/TIME
AMX70E TransformyourorganizationtobeValueFocused 11/15/2016at3:30pm
AMX117SLearnHowIKEASuccessfullyImplementedPortfolioManagementtoSupportItsEmergingBusinessPortfolio 11/16/2016at3:00am
AMX118SThePowerofCAPPMisCatchingonWithintheBusinessatMylan 11/16/2016at3:45pm
AMX95SRInteractiveWorkshoponPortfolioManagementCapabilitiesinCAProject&PortfolioManagement(Session1)
11/16/2016at4:30pm
11/17/2016at3:00pm
AMT03SSevenElementsforStrategicPortfolioManagementSuccess:HowandWhyAgilePlaysaKeyRoleinInvestmentStrategiesandPortfolioManagement
11/17/2016at12:45pm
![Page 19: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/19.jpg)
@CAWORLD#CAWORLD ©2016CA.AllRIGHTSRESERVED.19 @CAWORLD#CAWORLD
AgileManagement
FormoreinformationonAgileManagement,pleasevisit:http://cainc.to/9Zed5W
![Page 20: Portfolio Management Best Practices](https://reader031.vdocuments.mx/reader031/viewer/2022030306/586fd7e91a28ab18428b53ed/html5/thumbnails/20.jpg)
20 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Stayconnectedatcommunities.ca.com
Thankyou.