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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 B2C Marketing Professionals

    Report

    Report Social Gets Bigger, Stronger, Faster

    Continuous Improvement: The Social Marketing Playbook
    March 23, 2017 | Jessica Liu

    B2C marketers who have established their social marketing practices can't rest on their laurels. Social media is an increasingly larger part of the marketing mix, and social activity is expanding...

  • For Enterprise Architecture Professionals

    Report

    Report Four Steps To A Data Management Strategy In Light Of Big Data

    Strategic Plan: The Data Management Playbook
    March 13, 2017 | Michele Goetz, Mike Gualtieri

    Data is the lifeblood of your entire organization. It should enlighten every function of the business, including customer experience (CX), operations, marketing, sales, service, and finance. A data...

  • 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 eBusiness & Channel Strategy Professionals

    Report

    Report Your Strategic Plan Is The Lynchpin For Omnichannel Success

    Strategic Plan: The Omnichannel Commerce Playbook
    February 22, 2017 | Brendan Witcher, Claudia Tajima

    Organizations today must have a comprehensive strategic plan that aligns their internal teams with a single vision for omnichannel excellence. However, because omnichannel commerce continues to...

  • For Enterprise Architecture Professionals

    Report

    Report Assess Your Readiness For Strategic Portfolio Management

    Assessment: The Strategic Portfolio Management Playbook
    February 17, 2017 | Margo Visitacion

    Strategic portfolio management (SPM) practices enable an organization to select and execute on investments necessary to embrace a customer-obsessed operating model. This report and assessment tool...

  • For Application Development & Delivery Professionals

    Report

    Report Crafting A Strategic Plan For Digital Automation

    Strategic Plan: The Business Process Management Playbook
    February 15, 2017 | Rob Koplowitz

    The business process management (BPM) landscape is shifting under our feet. The days of massive, long-term projects are fading as quick wins and customer obsession move to the forefront. Firms are...

  • For Application Development & Delivery Professionals

    Report

    Report Ten Key Strategies For Pivoting Business Applications To SaaS

    Strategy: The Business Applications Playbook
    February 14, 2017 | Paul D. Hamerman

    Using a software-as-a-service (SaaS) model, you can turn historically batch processes into real-time processes, improve user and customer experiences, and focus on business outcomes instead of...

  • For Infrastructure & Operations Professionals

    Report

    Report Build Your Workforce Enablement Strategic Plan

    Strategic Plan: The Workforce Enablement Playbook
    February 13, 2017 | David K. Johnson

    Few areas of technology are as fundamental to customer interaction and business execution as the devices and software that employees use. But chances are, your firm and executive colleagues view...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Write A Digital Business Strategic Plan That People Actually Read

    Strategic Plan: The Digital Business Transformation Playbook
    February 9, 2017 | Jacob Morgan

    Ready to craft your digital business transformation strategy? A hundred-page Word document to land on your CEO's desk, right? Think again. For digital business professionals, the digital business...

  • 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 eBusiness & Channel Strategy Professionals

    Report

    Report Digitize Your Business Strategy With A Three-Phase Road Map

    Road Map: The Digital Business Transformation Playbook
    February 3, 2017 | Jacob Morgan

    Digitizing your business strategy is a multiyear, multidimensional challenge. Traditionally, firms approach such a wholesale change as a big-bang transformation program, but the reality is that too...

  • For Enterprise Architecture Professionals

    Report

    Report Drive Successful Outcomes With Strategy: Align ECM Programs To Core Business Missions

    Strategic Plan: The Enterprise Content Management Playbook
    January 26, 2017 | Cheryl McKinnon

    Enterprise architecture (EA) professionals need a solid ECM strategy that grows revenue and serves customers. But most companies do not have a strategy that includes internal and external content....

  • For CIO Professionals

    Report

    Report The Business Technology Strategy Starts With Customer Obsession

    Strategic Plan: The Business Technology Agenda Playbook
    January 5, 2017 | Bobby Cameron

    Customers' wants and needs change fast, requiring a BT strategy that keeps up. The typical project-focused strategic planning doesn't work for the customer-obsessed digital pace. This report...

  • 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 Map Your Way To Your Information Strategy's Business Outcomes

    Road Map: The Information Strategy And Architecture Playbook
    December 29, 2016 | Gene Leganza

    One of the most difficult aspects of an information architecture (IA) practice is engaging stakeholders to buy into your strategy and contribute to your architecture development. This report...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Use Customer Journeys To Guide Your Digital Banking Strategy

    Processes: The Digital Banking Strategy Playbook
    December 22, 2016 | Aurelie L'Hostis, Oliwia Berdak

    Digital banking teams are keen to digitize the customer life cycle from end-to-end. They want to cut costs and offer convenience by enabling customers to research, buy, and manage loans, bank...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Take An Iterative Approach To Digital Banking Strategy

    Strategic Plan: The Digital Banking Strategy Playbook
    December 22, 2016 | Peter Wannemacher

    It is the job of digital business leaders to define and then execute digital banking strategy. As part of this effort, they must craft an action plan that sets out the guiding principles of the...

  • For Enterprise Architecture Professionals

    Report

    Report Put The Business Back In Your Data Management Business Case

    Business Case: The Data Management Playbook
    December 19, 2016 | Michele Goetz

    Be customer-driven: It's time for enterprise architects to put the business back in the business case. They need to partner with business stakeholders to define where and how data will advance the...

  • For Enterprise Architecture Professionals

    Report

    Report Let The Adjacent Possible Guide Your Information Strategy

    Strategic Plan: The Information Strategy And Architecture Playbook
    December 13, 2016 | Gene Leganza

    A new era of information agility is upon us — but many organizations have immature data management capabilities and are not in a position to jump on the newfound craving for analytics-driven...

  • 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 Customer Insights Professionals

    Report

    Report Your Digital Intelligence Strategy Must Match The Speed Of Your Customers

    Strategic Plan: The Digital Intelligence Playbook
    November 30, 2016 | Cinny Little, James McCormick

    To remain competitive, customer insights pros must optimize their firm's digital intelligence — the practice of continuously optimizing customer engagement with data, analytics, and insights — to...

  • For Enterprise Architecture Professionals

    Report

    Report Build Your Strategy To Transform EA

    Strategic Plan: The EA Practice Playbook
    November 14, 2016 | Alex Cullen

    Many enterprise architecture (EA) teams strive to be more business-focused and strategically engaged — but getting there isn't easy. It may require a resetting of stakeholder perceptions as well as...

  • For B2C Marketing Professionals

    Report

    Report The Forrester Wave™: Digital Agencies In China — Strategy And Execution, Q4 2016

    The Eight Providers That Matter Most And How They Stack Up
    November 9, 2016 | Xiaofeng Wang

    In our 29-criteria evaluation of the strategy and execution capabilities of digital agencies in China, we identified the eight most significant agencies — BlueFocus Digital, Isobar, OgilvyOne,...

  • For B2C Marketing Professionals

    Report

    Report Craft A Loyalty Strategy That Raises Your Firm's Maturity

    Strategic Plan: The Customer Loyalty Playbook
    November 8, 2016 | Emily Collins

    Companies that attempt to drive loyalty with points and discounts alone will miss their mark. B2C marketers seeking to build a loyalty strategy that stands out need a game plan that addresses the...

  • For Enterprise Architecture Professionals

    Report

    Report Focus Your Information Strategy On Business Impact

    Executive Overview: The Information Strategy And Architecture Playbook
    October 26, 2016 | Gene Leganza

    Enterprise architecture (EA) professionals face the challenge of satisfying business execs' growing hunger for data with historically immature information management practices. The information...

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