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The Strategic Portfolio Management Playbook For 2017

Strategic Portfolio Management Drives Customer-Obsessed Company Success

Customer-obsessed companies need a portfolio-centered approach to both strategic planning and product delivery. Planning disciplines transition from annual to continuous; organizational structures...

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  • For Enterprise Architecture Professionals

    Report

    Report Strategic Portfolio Management Is Agile

    Vision: The Strategic Portfolio Management Playbook
    July 14, 2017 | Margo Visitacion

    Agility is now a prerequisite for firms to continuously execute on their digital strategy. Enterprise architecture (EA) professionals and portfolio managers must support their business partners to...

  • For Enterprise Architecture Professionals

    Report

    Report Link Strategic Portfolios To BT Road Maps To Win, Serve, And Retain Customers

    Road Map: The Strategic Portfolio Management Playbook
    April 12, 2017 | Margo Visitacion

    To deliver on strategies that enhance customer experience, organizations must improve their ability to deliver on their strategic portfolios. By using them as a road map for prioritizing and...

  • For Enterprise Architecture Professionals

    Report

    Report Use Objectives And Key Results To Build A Better Strategic Portfolio

    Benchmarks: The Strategic Portfolio Management Playbook
    March 20, 2017 | Margo Visitacion

    Customer-focused organizations continue to struggle with measuring the impact of programs. Traditional key performance indicators (KPIs) bring limited visibility to portfolio optimization because...

  • For Enterprise Architecture Professionals

    Report

    Report Portfolio Ecosystem: The Central Nervous System For Delivering Business Strategy

    Tools And Technology: The Strategic Portfolio Management Playbook
    March 3, 2017 | Margo Visitacion

    CRM solutions act as the customer system of record and enterprise resource planning (ERP) solutions act as the financial system of record, giving companies insight into their customers and...

  • For Enterprise Architecture Professionals

    Report

    Report Strategic Portfolio Management Drives Customer-Obsessed Company Success

    Executive Overview: The Strategic Portfolio Management Playbook
    February 8, 2017 | Margo Visitacion, Alex Cullen

    Customer-obsessed companies need a portfolio-centered approach to both strategic planning and product delivery. Planning disciplines transition from annual to continuous; organizational structures...

  • For Enterprise Architecture Professionals

    Report

    Report The State Of EA 2017: Aspirations And Challenges

    Landscape: The EA Practice Playbook
    January 3, 2017 | Alex Cullen

    Forrester surveys enterprise architecture (EA) leaders annually to understand the state of their practices. In our most recent 2016 survey, we saw enterprise themes like customer centricity...

  • For Enterprise Architecture Professionals

    Report

    Report Eight Steps For Building Strategic Portfolio Management

    Strategic Plan: The Strategic Portfolio Management Playbook
    December 12, 2016 | Margo Visitacion

    Enterprise architecture (EA) and portfolio management professionals must leverage strategic portfolio management to guide the right investment decisions and to enable Agile delivery of products and...

  • For Enterprise Architecture Professionals

    Report

    Report Deliver Outstanding Customer Experience With Agile Resource Management

    Business Case: The Strategic Portfolio Management Playbook
    October 25, 2016 | Margo Visitacion

    Delivering outstanding customer experiences at speed requires companies to seamlessly combine planning and delivery. Firms making the transition to digital business more frequently use technology...

  • For Enterprise Architecture Professionals

    Report

    Report BT Portfolio Management Best Practices Support Agile Delivery

    Processes: The Strategic Portfolio Management Playbook
    June 9, 2016 | Margo Visitacion

    As companies prepare for 2017, improving customer experience joins revenue growth and cost reduction as one of their top three priorities. Markets are changing far too quickly for strategic...

  • For Enterprise Architecture Professionals

    Report

    Report The Forrester Wave™: Portfolio Management For The BT Agenda, Q1 2015

    The Nine Providers That Matter Most And How They Stack Up
    March 18, 2015 | Margo Visitacion, Gordon Barnett

    In the age of the customer, business and technology partners must have unparalleled visibility into strategic and execution plans in order to direct critical resources on the initiatives needed to...

  • For Enterprise Architecture Professionals

    Report

    Report The Forrester Wave™: Portfolio Management For The Tech Management Agenda, Q1 2015

    The 10 Providers That Matter Most And How They Stack Up
    March 18, 2015 | Margo Visitacion, Gordon Barnett

    In Forrester's 45-criteria evaluation of portfolio management for tech management vendors, we identified the 10 most significant software providers — CA Technologies, Changepoint, Clarizen, HP,...

  • For Enterprise Architecture Professionals

    Report

    Report Market Overview: Strategic Planning Solutions Emerge As Critical Tools In Corporate Toolboxes

    EA And PPM Markets Extend Capabilities To Create A New Market Segment
    February 24, 2015 | Gordon Barnett, Margo Visitacion

    Designing and executing on customer-focused strategy requires firms to shift from annual, budget-based planning to continuous, value-based planning. The demand for greater strategic planning...

  • For Enterprise Architecture Professionals

    Report

    Report The State Of EA 2015: Some Transformation, But Too Much Business-As-Usual

    February 19, 2015 | Alex Cullen

    The history of enterprise architecture (EA) is of a discipline gradually evolving through better defined methodologies, clarified roles, and increasing scope. We see this gradual evolution, with...

  • For Infrastructure & Operations Professionals

    Report

    Report Ten Ways Technology Will Drive Workforce Success In 2015

    November 5, 2014 | David K. Johnson, J. P. Gownder

    Infrastructure and operations (I&O) leaders responsible for workforce technology play a critical role in their company's success in the age of the customer, where your company's employees need your...

  • For CIO Professionals

    Report

    Report The What And How Of Business Technology Decision-Making

    The BT Governance Collection: Outcomes And Processes
    November 7, 2012 | Alexander Peters, Ph.D., Craig Symons

    Business technology (BT) governance concerns itself with decisions around investing in IT-enabled business change. As an integral part of business strategy, BT governance is exercised by senior...

  • For CIO Professionals

    Report

    Report The Who Of Business Technology Decision-Making

    The BT Governance Collection: Stakeholders And Structures
    November 7, 2012 | Craig Symons, Alexander Peters, Ph.D.

    Enterprise governance is about decision rights: who has input into decisions, who makes them, how are outcomes measured, and who is held accountable for those outcomes. Business technology (BT)...

  • For Enterprise Architecture Professionals

    Report

    Report Fuse Technology, Innovation, And Business Change In Your Planning Cycle

    August 31, 2012 | Henry Peyret

    In most businesses today, technology has become a strong driver for innovation. The fruits of technology innovation are experienced all across the business model — from the point of customer...

  • For CIO Professionals

    Report

    Report Create A Living BT Road Map

    May 23, 2012 | Chip Gliedman

    The early stages of the business technology (BT) strategic planning framework identify business strategies and associated technologies to support the business cycle. These stages involve...

  • For Enterprise Architecture Professionals

    Report

    Report Business Service Architecture: Shaping The Services Within Your Business Model

    Business Services Unify Portfolios And Help Firms Manage Business Change
    November 15, 2011 | Henry Peyret

    Business capability maps are an excellent conceptual tool for planning and assessment. But your business runs on the physical implementation of people, process, information, and technology, and...

  • For CIO Professionals

    Report

    Report Why Strategic Functions Fail

    Part 3 Of A Three-Part Series On Why Key IT Roles Fail
    July 29, 2011 | Marc Cecere

    Certain roles in IT can significantly change the organization for good or bad. Through a combination of surveys, interviews, and consulting engagements, we gathered in-depth information on the...

  • For Sourcing & Vendor Management Professionals

    Report

    Report Using Life-Cycle Governance To Create An Agile IT Portfolio

    July 7, 2011 | Lutz Peichert

    Most smart sourcing professionals know that making smart sourcing decisions can result in a significant competitive advantage for their business. Yet in the face of rapid tech market changes,...

  • For CIO Professionals

    Report

    Report The CIO As Portfolio Strategist

    Governing The Empowered BT Transformation
    May 12, 2011 | Craig Symons

    As organizations undergo the transformation from information technology (IT) to business technology (BT), they will have to make many important decisions in the process of moving from the current...

  • For Enterprise Architecture Professionals

    Report

    Report What Business Process Pros Need To Do About Demand Management

    March 2, 2011 | Alexander Peters, Ph.D.

    Demand management (DM) describes an enterprisewide optimization approach for business processes and technology usage. When managed well, DM will help business process executives effectively resolve...

  • For CIO Professionals

    Report

    Report Forrester's Best Practices Framework For BT Portfolio Management Leadership Maturity

    December 9, 2010 | Chip Gliedman

    The role of today's CIO is less that of a technology steward and more that of an investment portfolio manager — trusted with the management of a considerable portion of an enterprise's funds...

  • For CIO Professionals

    Report

    Report Forrester's BT Portfolio Management Leadership Maturity Self-Assessment

    December 9, 2010 | Chip Gliedman, Tim DeGennaro

    This self-assessment workbook will help IT leaders assess the current state of their BT portfolio management leadership maturity and will serve as a tool to guide the organization’s development...