how do you decide where to invest your
organization's time budget and staff on
what do you base your decision to launch
a new product enter a new market expand
delivery of a service or develop an
innovative solution if your company is
like most others decisions are often
based on subjective criteria such as the
loudest or most demanding internal or
external customer how do you make these
decisions today
the need for speed in today's business
climate means that many decisions are
made based on gut feel rather than facts
and data you may not have the metrics or
methodology required to evaluate
portfolio alignment to business strategy
you may not have a centralized way to
view demand across the business
portfolio decisions are often
ineffective and not based on facts and
data there is often limited visibility
into the impact of change on resources
budgets timelines
and return on investment this is why
enterprise portfolio management is so
important it provides you with the
detailed analysis you need to be
confident you are making the best
choices for the enterprise at the
accelerated pace your business demands
see a clarity ppm helps you improve
alignment of the portfolio to business
goals it gives you the perspective you
need on all types of demand coming in so
work can be prioritized effectively
clarity enables you to reduce the level
of investment for low or non performing
portfolio items resulting in maximum ROI
for the enterprise portfolio and set
more realistic expectations for delivery
of projects and programs one of our
customers shared the following story he
was in the office one day when he
received a phone call from the CEO the
CEO asked if I give you another 50
million dollars how would you spend it
in which products or projects would you
invest what would we get for this money
oh and by the way I need to know by
tomorrow do you have the information you
need to prioritize investments can you
easily adjust your portfolio to take
advantage of new opportunities and drive
innovation can you quickly and easily
make trade-off decisions and understand
the impact to strategy and ROI are you
able to balance incoming demand with
existing commitments our customers tell
us that these are just some of the
benefits of using CA clarity for
portfolio planning in this demonstration
you will see how see a clarity helps you
to prioritize investments based on
metrics such as ROI strategic alignment
cost and risk let's begin leadership has
asked you to review your current
portfolio they are considering
additional funding to help grow the
business let's take a look at how
investments across the enterprise are
currently supporting this goal you see
that only 22% of spend is going toward
grow the business get your investment in
growing the business is giving you the
most return with 51% NPV the more
dollars you can allocate toward growing
the business the better while
infrastructure improvements are
necessary they aren't giving you much
return for your money let's take a
closer look at one of the portfolios
called business technologies here you
can see that the overall budget or
distributed target is 2.7 million
dollars allowing funding of the first 7
investments or projects the remaining
candidate projects fall below the water
line due to lack of funds each
investment has a ranking number so that
you can understand the priority of one
investment relative
to another now what if you increase the
budget by $500,000 what if you want to
prioritize the portfolio to ensure
investments are more closely aligned
with your business goals these are just
a few examples of what you can do with
clarity's scenario planning capability
using ranking rules you simply create a
scenario to prioritize investments in
this case you want to prioritize by
those investments that will grow the
business keep in mind that clarity also
lets you lock down non-negotiable
projects for example compliance related
work you can also keep projects that
have already been approved when you run
this scenario investments re ranked
based on the new ranking rules a new
water line is drawn based on the budget
increase of $500,000 allowing you to
fund for additional investments you can
see that this revised portfolio is much
better aligned to the company's business
goals and strategy upon further review
you see that the credit card processing
project once again falls below the line
the committee agrees that we can no
longer put off this project by dragging
the project above the line the
investments are automatically rear ank
t' clarity allows you to move
investments around to fine-tune this
plan note that adding the project will
put us over budget as indicated by the
gauges at the bottom in a closer look at
the investment prioritization we see the
credit card security improvements
investment even though this investment
is aligned with growing the business it
has a very high risk in low ROI we
decide we can move this below the water
line and our plan is within the new
budget we have been given everyone is
happy with the new plan and agrees that
it will help us better execute on our
company's strategy in this demonstration
we have shown you how to plan your
portfolio in just a few easy steps we
were able to allocate additional funding
to take advantage of new opportunities
and reprioritize others see a clarity
portfolio management gives you the
information you need to continually
optimize your portfolio and execute on
strategy
do you have the visibility required to
effectively plan your portfolio given
resource constraints are you able to
understand the resource impact of taking
on new work due to changing priorities
can you easily adjust your portfolio to
take advantage of new strategic
opportunities our customers tell us that
these are just some of the benefits of
using clarity for portfolio management
in this demonstration you will see how
clarity can help you with your planning
process to select those investments that
are going to deliver the most business
value while considering resource
capacity here you can see the list of
investments projects that are included
in the business technologies portfolio
the gold bar going across the screen is
called the waterline this tells you
which investments are above the
waterline the ones you are able to get
done based on your resource capacity
those falling below the waterline are
still candidates but available resources
have been exceeded at the bottom of the
screen is a summary by individual role a
positive balance in green means that you
have excess capacity for that particular
role a negative balance in red means
that you have exceeded available
capacity note that the individual roles
can also be displayed as columns to help
you with the planning process you can
see exactly where the capacity for a
particular role is exceeded as shown
here with pink highlighting in our
business technologies portfolio you can
see that you have enough resources to
deliver on only about 1/3 of the
projects that are being requested a
quick glance shows us that this is
because architects are the bottleneck in
this case there are a number of strong
candidate projects at our low risk with
high ROI and the business has told us
that these are really important projects
in fact one of them ecommerce portal is
required for compliance reasons what if
we want to consider some of these
projects that are falling below the line
what if planning enables you to easily
model different scenarios dragging
additional projects above the line shows
you the impact on resource capacity real
time notice that the architect role is
now in red and exceeds capacity by 782
hours keep in mind that these views can
also be expressed in FTEs in deciding
how to resolve our architect constraint
the business tells us that while the
credit card processing enhancement
project is important if
wait until after the end of the year by
dragging the Gantt over to January the
overcapacity situation is reduced to 446
hours
the next question is when do you need
additional architect hours this capacity
view shows you when the additional
architect hours are needed in this case
July and August clarity gives you
actionable information allowing your
organization to be proactive and look at
options for increasing capacity long
before it becomes a crisis increases to
resource capacity can also be modeled
using clarity's planning capability in
this demonstration you have seen how to
effectively plan your portfolio while
balancing your resources with clarity
you can easily respond to changing
priorities and evaluate the trade-offs
to take advantage of new strategic
opportunities to learn more about this
powerful solution please contact your CE
a representative
do you know if you are on track to
deliver strategic benefits can you
easily measure financial performance of
your portfolio are you able to forecast
cost overruns early enough to take
corrective action do you have the
flexibility to track portfolios of
multiple investment types including
project product application and service
our customers tell us that these are
just some of the benefits of using CA
clarity for portfolio management in this
demonstration you will see how clarity
helps you to manage portfolios across
the enterprise to optimize performance
and drive results for business with
clarity you can view the performance of
one or more portfolios here you can see
a dashboard of the IT portfolios a
portfolio can represent a group of
projects products applications services
or a combination in this example the
portfolios are organized by type of work
this is just one way of organizing your
portfolios a lot of our customers
organize their portfolios by business
unit so that they can understand how
much work is being funded by each
business unit and also understand the
backlog of requests for instance by
viewing the request management portfolio
for each portfolio you can see the
target cost this represents the budget
for that particular portfolio planned
costs represent the sum of the
investments in that portfolio are
distributed to plan variants tells us if
we have extra dollars to fund more work
you can see that we also have the
ability to set overall benefit targets
for our portfolio you can view the
planned cost of each portfolio with
respect to the portfolio's overall
health as you can see the application
portfolio is in poor health as indicated
by being in the red zone we can also see
more detail for the portfolios here you
can see key performance indicators that
highlight the performance of each
portfolio note the application portfolio
seen on the bubble chart has the poor
overall health indicated by the red
stoplight the HR compliance and
reporting portfolio has a very low score
for innovation this is not a surprise
considering this portfolio is focused on
compliance initiatives the business
technologies portfolio has an overall
high risk score let's drill in to take a
closer look the analysis tab gives a
view into the actuals versus what was
planned
for both financials and resources the
stage indicator tells if a particular
phase is behind schedule you can also
see the financial performance of the
portfolio with the current forecast the
budget to forecast variance highlights
problem areas in red with this
information you can intervene early and
take corrective action for further
analysis you can review financial
performance by period these are just a
few of the many dashboards that come out
of the box with clarity in this
demonstration you have seen how clarity
provides real time performance metrics
to help you track portfolio performance
and deliver positive results to learn
more please visit our website
you