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Presenter:

Sy Aslan, MSE, PE, PMP

Effective Portfolio ManagementWebinar

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UMT – Who We Are

‘Winner of Microsoft Partner of the Year’

‘Visionary’ in Integrated IT Portfolio Analysis Applications

‘Cool Vendor’ in Gartner’s Cool Vendor Report 2012

PPM Experts 20years of experience

With over

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UMT Named Microsoft EPM Partner of the Year

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Recent UMT Clients

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Business Performance SolutionsIT Governance and Management (IT G&M)

Comprehensive EPM

Resource / Demand Management

APM

PMO

PM Training

Innovation Process Management / New Product Development (NPD)

Comprehensive EPM

Capacity Planning / Resource Management

PM CoE / CoP

Program / Corporate PMO

Project / Program Management

Reporting and Dashboard

Resource Management

PMO Services

Process Improvement Initiatives

• Portfolio Selection and Management

• Project / Program Management

• Resource Management

• PM Training

Consulting Services

Enterprise Project and Portfolio Management

Enterprise Application Portfolio Management and Analytics

Project and Portfolio Financial Management Consulting

New Product Development (NPD) Portfolio Management

Program Management Office (PMO)

Product Offerings

UMT 360

Financials

Portfolios

UMT Training Institute

Managing Projects with Microsoft Project 2013 and 2010 Training

Microsoft Portfolio Server Training

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Presenting

Sy Aslan, MSE, PE, PMP

The Academic Director of UMT Institute

Over 30 years helping client make better decisions.

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Business Success

Effective

Decisions

Competitive

Advantage

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Important decisions

Result are quick and clear

Knowledge is well studied

Trained decision makers

Aviation Decisions

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Miracle on the Hudson

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Decision Making

Effectiveness

Tools and Method to get better grasp on the environment

Insight and Judgment

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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.

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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

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Strategic Currency

Clarify the strategic currency and aim to maximize it for the portfolio

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Decision Process: Governance

Offer a repository of investments and a

transparent, agreed-upon decision process

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Insight: Do we have the right Projects?

Optimize portfolio strategic currency, risk and limited resources

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Insight: How Much & Where to Invest?

80% of value with

44% cost

Below Efficient

Frontier, the

solution value is

less than optimal

Total Cost (MM)

Cost

Value

$32MM

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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

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AssetsPortfolio

Management

Project

Selection

Project

Portfolio

Optimization

Project

Portfolio

Execution

Project

Capture

Project Portfolio

Management

New / Enhanced Assets

Assets

Analyses

Asset

Portfolios

Decisions

Asset

Portfolios

Update

Asset

Valuation

Integrated Portfolio Management

Strengths &

Weaknesses

Opportunities

& Threats

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Integrated Portfolio ManagementIT Services

InfrastructureBusiness

Capabilities

ProjectsApplications

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What Is Important?

R&D

Project

Portfolio

Business

Project

Portfolio

Application

Transformation

Proj Portfolio

Application

Development

Proj Portfolio

Infrastructure

Proj Portfolio

Infrastructure

Maintenance

Proj Portfolio

Program

Portfolios

App Portfolios:

Record

Differentiation

Innovation

Bus Capblty

Portfolio

Service Portfolios:

Storage

Output

Desktop

Communication

App Hosting

Business

Assets

Portfolios

Business

Process

Portfolio

Product

Portfolio

Org Portfolio

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• 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

Intuition decisions are needed when things

move fast

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Integrated Portfolios

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Roadmap

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Assess: Collaborate & Analyze Portfolios

Utilize Powerful BI to Identify Transformation

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Assess: Collaborate & Analyze Portfolios

Utilize Powerful BI to Identify Transformation

Maintain Enhance

Enhance Retire

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Correlation & Cause and Effect Top 10

Importance

Performance

Cost

Risk

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APM Time Analysis

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The New Approach isIntegrated 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?

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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