Creating a High Portfolio Value: A Six-Step Program (Brochure)
Value-Based Portfolio Management concentrates attention on the critical factors that drive value and on how risk and uncertainty affect these values. Portfolio Navigator™, a web-based software system, makes this information readily available to help decision-makers determine:
• The best projects to select for development and commercialization
• Where to add resources to create additional value
• When to kill or redirect projects
• How to manage the business value of project/portfolios over time
Our six-step program provides measurable value at each step. The program enables you to be up and running quickly and economically.
STEP ONE: Frame the Opportunity
• During a teleconference or web meeting we explore your needs and requirements.
• Deliverables: written assessment of needs and requirements; response to feedback
STEP TWO
Option A: Value-Based Project Demonstration
• Based on findings in Step One, we facilitate one to three meetings to evaluate several projects and produce a set of business model templates. Meetings may be web-based or on-site.
• Deliverable: business model templates
Option B: Value-Based Portfolio Demonstration
• Evaluate a set of projects in a mini-portfolio of three to six projects (“portfolio sweep”)
• Deliverable: a snapshot of portfolio value and definition of portfolio valuebased management needs
STEP THREE: Develop System Requirements
• Propose a system that fulfills the needs identified in the above steps
• Deliverables: organizational process flow; definition of the template set and system requirements
STEP FOUR: Implement a Trial (Pilot) System
• Host the system and pilot with users; fine tune the system.
• Deliverable: live system accessible by customer’s users; respond to findings and tune the system as required
STEP FIVE: Roll Out Production System
• Install on your servers or host on SmartOrg secure servers
• Train and educate users and management
• Deliverables: training, education and operational system
STEP SIX: Review Results of Initial Customer Use
• Meet with users to review user-experience
• Make modifications, if required
• Provide technical and business process support