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Portfolio analysis

Regular Portfolio analysis ensures enterprise technology strategy is properly applied and governed to smoothly deliver and run continuous business operations. It contains a repeatable set of activities needed to rationalize and roadmap your portfolio while balancing priorities of new innovations, and current technical-debts.

Portfolio management requires both strategic and management competencies to effectively strategize, rationalize and plan a roadmap for your IT technology landscape.

Following Use cases will help you:

  • Understand AppFaktors methodology and approach to portfolio analysis.

  • Deliver portfolio analysis capability which is critical to IT's success.

  • Make portfolio assessment easy with disciplined and effective portfolio analysis and road mapping practices.

This approach and roadmap instills confidence that you have your stakeholders’ needs in mind.

Analyze Portfolio

Tasks

  • Import business objects from ServiceNow or Excel

  • Create portfolios by domain or workgroups

  • Add business objectives which are important for the portfolio. For example, HR business objectives

  • Under step 1 for each object type selected from left hand menu, add business objects related to this portfolio

  • Analyze each object type to assess the Value and gaps

  • Create recommendations

  • Add recommendations to the roadmap

  • Review and prioritize the Roadmap

  • Publish and share roadmap

  • Analyze the portfolio every quarter

Benefits

  • Application Lifecycle Tracking

  • Application Architecture and Deployment Analysis

  • Application Risk Management

  • Maturity Assessment Workflow

Map and Track Business Objectives

Tasks

  1. Add business objectives to portfolio
  2. Add business applications to the portfolio
  3. Create Architecture, Development and Deployment artifacts for the application
  4. Add architecture objectives to Architecture artifact
  5. Add Development Objectives to development artifact
  6. Add Operational objectives to deployment artifact
  7. Map architecture, development and operational objectives to business objectives
  8. Add stories to Architecture Roadmap
  9. Add implementation tasks to the relevant stories in development and deployment boards
  10. Map Stories and implementation tasks objectives
  11. Track Business Objectives at an application level from Scorecard tab of the Application
  12. Track Business Objectives at the portfolio level from Portfolio Objectives

Benefits

  • Application Lifecycle Tracking

  • Application Architecture and Deployment Analysis

  • Application Risk Management

  • Maturity Assessment Workflow

Track Portfolio Roadmap

Tasks

  1. Use Portfolio analysis to create changes and initiative recommendations
  2. Add accepted recommendations to Portfolio Roadmap
  3. Prioritize the roadmap items into Now, Near and Future
  4. Create roadmaps for selected portfolio applications and architectures
  5. Map portfolio objectives to application and architecture stories and tasks
  6. Track implementation status of stories and tasks

Benefits

  • Application Lifecycle Tracking

  • Application Architecture and Deployment Analysis

  • Application Risk Management

  • Maturity Assessment Workflow

View Portfolio Reports

Tasks

  1. View reports from Portfolio - Reports Tab
  2. These reports are generated dynamically as the portfolio objects change
  3. Certain reports provide drill-down views
  4. Use the data driven reports as evidence to your QBR decks

Benefits

  • Application Rationalizations

  • Data Insights for QBR

  • Technology Risk Reports

  • Capability and Value Stream Reports