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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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
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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
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Portfolio Definitions
Build a Portfolio
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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
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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
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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
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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
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Best Practices
Synchronize portfolios on a regular basis (Reality)
Create portfolio specific Waterlines view
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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
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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