Portfolio Management Best Practices

1. World®
’16
Portfolio Management Best
Practices
Doug Page / Advisor / CA Technologies
AMX69E
AGILE MANAGEMENT

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For Informational Purposes Only
Terms of this Presentation
© 2016 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2016 presentation is intended for informational purposes only and does
not form any type of warranty. The information provided by a CA partner and/or CA customer has not been
reviewed for accuracy by CA.

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Abstract
CA Project & Portfolio Management (CA PPM)
Portfolio Management is as easy as 1, 2, 3. Once you
know the steps, learn about best practices and real-
world use cases.
Doug Page
CA Technologies
Advisor

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Agenda
RECOMMENDATION
WHAT IS PORTFOLIO MANAGEMENT IN CA PPM?
PORTFOLIO MANAGEMENT BEST PRACTICES
USING CA PPM FOR PORTFOLIO MANAGEMENT
1
2
3
4

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Recommendation
§ Capture investment candidates in CA PPM
§ Properly categorize investments (and have someone own this)
§ Agree to standard metrics & priorities
§ Track investments against business metrics,
not project metrics
§ Establish perpetual planning guidelines
DON’T NEED ALL THE INFORMATION AT ONCE

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Portfolio Management
Solution you need to align your strategic investments with your
corporate goals, bringing you the highest return on the use of
your limited resources. It Provides you with:
§ structured environment to create an enterprise portfolio
§ define metrics
§ perform what-if analysis and
§ make better fact-based decisions about the future
CA PPM

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What Makes Technology Portfolios Unique?
Financial Portfolios
§ Stand metrics
§ Liquid assets
§ Financial only
§ No functional use
Technology Portfolios
§ No standard metrics
§ Illiquid investments
§ Financial & Non-financial
§ Can have functional value

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Portfolio Management Best Practices
Performance Management
Portfolio Balancing
Prioritization
Evaluation
Categorization
Identification

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Identification
§ What is the process (source) for Opportunity Identification
today?
§ Also known as
– Candidate registration
– Demand
– Intake
– Proposal management
– Business Case management

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Categorize & Evaluation
§ Strategic alignment
(organizational, business unit)
§ Risk
§ Business metric affected
Entrepreneur Developer
Caretaker Controller
Future Impact
Current Impact

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Prioritization
Prioritization variables
Sustainability
Risk Rating
Financial Return

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Prioritization
Financial and Non-financial metrics
vs
Grow
Revenue
Introduce New
Product in
Different Regions
Improve Sales
Execution
Optimize
Operations
Upgrade Back Office
Technology to
Reduce Operating
Costs
Streamline
Compliance with
Regulatory
Requirements
Promote
Innovation
Encourage
Submission of New
Ideas from
Employees
Leverage Consumer
Technology to
Empower Customers
in Purchasing
Decisions

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Prioritization
§ Scenario management to understand options
– Changes to prioritization/ranking model
– Changes to constraints
§ Financial
§ Resources
Scenario Management

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Portfolio Balancing
§ Asset allocation
– Strategic goals
– Business units
§ Time Horizon
– This year
– Next year
– 3 years
– 5 years
§ Risk tolerance
§ High risk “flyers”

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Performance Management
§ Performance Measurement
– How are the projects running?
§ Benefits Realization
– Are the projects delivering?
Portfolio Review and Reporting

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Using CA PPM to support
Portfolio Management
(solution demonstration)

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Questions?

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Recommended Sessions
SESSION # TITLE DATE/TIME
AMX70E Transform your organization to be Value Focused 11/15/2016 at 3:30 pm
AMX117S
Learn How IKEA Successfully Implemented Portfolio
Management to Support Its Emerging Business Portfolio
11/16/2016 at 3:00 am
AMX118S
The Power of CA PPM is Catching on Within the Business
at Mylan
11/16/2016 at 3:45 pm
AMX95SR
Interactive Workshop on Portfolio Management
Capabilities in CA Project & Portfolio Management
(Session 1)
11/16/2016 at 4:30 pm
11/17/2016 at 3:00 pm
AMT03S
Seven Elements for Strategic Portfolio Management
Success: How and Why Agile Plays a Key Role in
Investment Strategies and Portfolio Management
11/17/2016 at 12:45 pm

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Agile Management
For more information on Agile Management, please visit:
http://cainc.to/9Zed5W

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