Integrate Portfolios to Create Exceptional Customer Value

Bring your project, product, and application portfolios together; bring your teams together.


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Without integrating your portfolios, organizations risk:

  • Not meeting their objectives due to problems that cross project/application boundaries.
  • Not discovering issues with projects and applications until they become much bigger problems.
  • Unnecessary cost overruns due to potential duplication of effort.

Managing an integrated portfolio will:

  • Provide a holistic view of how to identify, prioritize, organize, and govern IT endeavors.

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

Module 1: Looking at Your Principles

The Purpose

  • Determine your organizational objectives and organizing principle.

Key Benefits Achieved

  • A clear understanding of where you need to go as an organization.
  • A clear way to enable all parts of your portfolio to come together.

Activities: Outputs:
1.1 Determine your organization’s objectives.
1.2 Determine your key stakeholders.
1.3 Define your organizing principle.
  • Determined organizing principle for your applications and projects
1.4 Decompose your organizing principle into its core components.

Module 2: Understanding Your Applications

The Purpose

Get a clear view of the applications that contribute to your organization’s objectives.

Key Benefits Achieved

A key element of IT value delivery is its applications. Gaining awareness allows you to evaluate if the right value is being provided.

Activities: Outputs:
2.1 Determine your complete list of applications.
  • List of applications
2.2 Determine the health of your applications.
  • Application list with health statistics filled in
2.3 Link your applications to the organization’s core components.
  • List of applications with health metrics bound to the organization’s core components

Module 3: Understanding Your Projects

The Purpose

Get a clear view of your project portfolio and how it relates to your applications and their organizing principle.

Key Benefits Achieved

An understanding of your project portfolio.

Activities: Outputs:
3.1 List all in-flight projects and vital health statistics.
  • List of projects
3.2 Map out the key programs and projects in your portfolio to the application’s core components.
  • List of projects mapped to applications they impact

Module 4: Rolling Out the New Dashboard

The Purpose

  • Bring together your application and project portfolios in a new, easy-to-use dashboard with a full rollout plan.

Key Benefits Achieved

  • Dashboard available for use
  • Roadmap and communication plan to make dashboard implementable and tangible

Activities: Outputs:
4.1 Test the dashboard.
  • Validated dashboards
4.2 Define your refresh cadence.
4.3 Plan your implementation.
4.4 Develop your communication plan.
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