Portfolio Management: Building a Better Portfolio

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Organizational initiatives require a portfolio of investment objects to make them a reality. See how to define and maintain portfolios to create a detailed inventory of your investments in CA Project & Portfolio Management (CA PPM). For more information on Management Cloud solutions from CA Technologies, please visit: http://bit.ly/1wEnPhz

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  • ca Intellicenter

    Portfolio Management: Building a Better Portfolio

    Mindy Calderon

    ICX05E #CAWorld

    Senior Instructor, North America CA Technologies

  • 2 2014 CA. ALL RIGHTS RESERVED.

    Abstract

    Organizational initiatives require a portfolio of

    investment objects to make them a reality. We will

    demonstrate how to define and maintain portfolios to

    create a detailed inventory of your investments in CA

    Project and Portfolio Management.

    Mindy Calderon

    CA Technologies

    Senior Instructor

  • 3 2014 CA. ALL RIGHTS RESERVED.

    Agenda

    WHAT IS PORTFOLIO MANAGEMENT

    BUILD A PORTFOLIO

    ANALYZE A PORTFOLIO

    CREATE, ANALYZE AND COMMUNICATE PORTFOLIO PLANS

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  • 4 2014 CA. ALL RIGHTS RESERVED.

    Summary A Few Words to Describe Portfolio Management

    Results

    Portfolio Management is the process of deciding which investments to start, continue, discontinue or postpone

    Managing an entire portfolio enables you to measure overall financial effectiveness, optimize resource allocation, review inefficient projects and eliminate redundant efforts

    You can create a detailed inventory of all your projects, applications, assets, products, ideas and other investments

  • 5 2014 CA. ALL RIGHTS RESERVED.

    Portfolio Components

    Portfolios Configurable and process-enabled. Sync

    updates based on user preference

    Plans Configurable, and process-enabled. Modify

    plans and save as versions

    Targets Set and distribute cost, benefit, and

    resource targets by time period

    Waterlines Drag & drop for investment ranking

    Use quick-view gauges for high-level

    financial and capacity planning

    Dashboards, Portlets, Reports Analyze portfolios with configurable

    dashboards and portlets

    Collaborate with stakeholders using

    OOTB reports

  • 6 2014 CA. ALL RIGHTS RESERVED.

    Portfolio Definitions

  • Build a Portfolio

  • 8 2014 CA. ALL RIGHTS RESERVED.

    Populate Portfolio Parameters

    When you create a portfolio, you establish Dates

    Financial targets for the distribution of your organizational budgets

    Investments to be added

    DEMO

  • Analyze a Portfolio

  • 10 2014 CA. ALL RIGHTS RESERVED.

    Analyze a Portfolio

    The portfolio target costs and benefits are distributed evenly between the start and finish dates of the portfolio. To update a period value, click inside its time frame

    Analyze the targets to see if you are going over or under the financial limits

    DEMO

  • Create, Analyze and Communicate Plans

  • 12 2014 CA. ALL RIGHTS RESERVED.

    Create, Analyze and Communicate Plans

    Plans are what-if? tests to evaluate and fine-tune possible portfolio updates that are required to meet portfolio targets: Ranking Rules:

    Change primary constraint

    Change ranking attributes ( 700 possible 240 defaulted):

    Approved, Required, Alignment, Risk and ROI (non default)

    Analyze aggregate constraint values and ranking rules (Waterlines View)

    Scorecard, Analysis, Capacity and Financials portlets

    Three (3) communication reports

    DEMO

  • Best Practices

  • 14 2014 CA. ALL RIGHTS RESERVED.

    Best Practices

    Develop discrete portfolios by comparing similar investments

    Use power filters to define content

    Establish investment prioritization teams according to portfolio Ranking attributes need to have values populated on all investments

    Align with investment models for executive leadership teams and steering committees

  • 15 2014 CA. ALL RIGHTS RESERVED.

    Best Practices

    Synchronize portfolios on a regular basis (Reality)

    Create portfolio specific Waterlines view

  • 16 2014 CA. ALL RIGHTS RESERVED.

    For More Information

    To learn more about Management Cloud,

    please visit:

    http://bit.ly/1wEnPhz

    Insert appropriate screenshot and text overlay from following More Info Graphics slide here;

    ensure it links to correct page Management Cloud

  • 17 2014 CA. ALL RIGHTS RESERVED.

    For Informational Purposes Only

    2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.

    This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary.

    Terms of this Presentation