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  • Margo Visitacion

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  • For Enterprise Architecture Professionals

    Report

    Report Agile PMOs Focus On Portfolios, Not Projects

    Organization: The Strategic Portfolio Management Playbook
    October 2, 2017 | Margo Visitacion

    Responding to demand for high-quality customer experience, firms are pervasively adopting Agile and taking on more initiatives. When these digital initiatives scale, the lack of enterprise program...

  • For Enterprise Architecture Professionals

    Report

    Report Embrace Decentralized Decision Making, But Keep Planning Holistic

    Processes: The Strategic Portfolio Management Playbook
    September 22, 2017 | Margo Visitacion

    As companies prepare for 2018, improving customer experience joins revenue growth and cost reduction as a top-three priority. Changing customer demands mean that firms must plan continuously, and...

  • For Enterprise Architecture Professionals

    Report

    Report The Forrester Wave™: Strategic Portfolio Management Tools, Q3 2017

    Six Leaders Provide Agile Tools To Drive Digital Transformation
    September 20, 2017 | Margo Visitacion, Robert Stroud

    In our 27-criteria evaluation of strategic portfolio management (SPM) software solutions providers, we identified the 13 most significant ones — AgileCraft, CA, Changepoint, Decision Lens,...

  • 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 Portfolio Ecosystems Continue To Evolve

    Landscape: The Strategic Portfolio Management Playbook
    July 13, 2017 | Margo Visitacion

    The increasing role of digital transformation in outstanding customer experiences forces firms to take a strategic approach to portfolio management. Delivering in fast-paced business environments...

  • 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 The Customer-Obsessed Operating Model To Drive Strategic Portfolio Optimization

    Continuous Improvement: The Strategic Portfolio Management Playbook
    March 31, 2017 | Margo Visitacion

    Mushrooming demand for new products and services in today's fast-paced business environment challenges portfolio management. Funding strategically aligned initiatives and directing valuable...

  • 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 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 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 Reshape Budgeting Practices For Agile

    Performance Management: The Strategic Portfolio Management Playbook
    January 23, 2017 | Margo Visitacion

    In the battle to win new customers, companies are increasingly turning to Agile practices to deliver apps that provide great customer experiences. However, Agile requires organizations to rethink...

  • 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 The Forrester Wave™: Enterprise Collaborative Work Management, Q4 2016

    The 13 Providers That Matter Most And How They Stack Up
    October 17, 2016 | Margo Visitacion

    In our 25-criteria evaluation of enterprise collaborative work management (CWM) providers, we identified the 13 most significant ones — Asana, Atlassian, Clarizen, Huddle, LeanKit, LiquidPlanner,...

  • For Enterprise Architecture Professionals

    Report

    Report Scaling Agile To The Enterprise

    Embracing Agile Requires Process, Organizational, And Cultural Shifts
    May 3, 2016 | Margo Visitacion

    Customer obsession has created a business environment of continual disruption. Constant change is forcing execs to recognize that traditional planning and delivery practices don't sustain the...

  • For Enterprise Architecture Professionals

    Report

    Report Best Practices: Use Portfolio Management To Accelerate Your Mobile Strategy

    February 24, 2016 | Margo Visitacion

    Mobile is becoming the most important touchpoint to win, serve, and retain customers. But too many organizations struggle with how to shift mobile execution from one-off projects to become an...

  • For CIO Professionals

    Report

    Report Architecting Agile Technology Budgets

    New Business Technology Demands Need New Tech Budget Categories
    February 18, 2016 | Andrew Bartels, Margo Visitacion

    Tech budgeting needs to move beyond the old division of funding for new projects to create new technology capabilities and tech MOOSE spending to run and operate existing technology. Forrester sees...

  • For Enterprise Architecture Professionals

    Report

    Report Organize Strategic Planning And Portfolio Execution To Drive Greater Collaboration

    October 15, 2015 | Margo Visitacion

    The demand for greater agility in winning, serving, and retaining customers continues to drive enterprise architecture (EA) and project management office (PMO) professionals to take strategic...

  • For Enterprise Architecture Professionals

    Report

    Report Vendor Landscape: Collaborative Work Management For The Enterprise

    Serving Customers Requires Tools That Work The Way Users Work
    August 28, 2015 | Margo Visitacion

    When the customer is the central focus of a company's strategy, its employees must work together more efficiently. Every day, employees focus their activities on helping their companies win, serve,...

  • For Enterprise Architecture Professionals

    Report

    Report Brief: The Next Step In The Evolving BT Toolbox

    Recent Acquisitions Further Integrate Architecture And PPM For Greater Planning Agility
    June 22, 2015 | Margo Visitacion

    Recent acquisitions of enterprise architecture management (EAM) solutions by project portfolio management (PPM) vendors Changepoint and Planview demonstrate a significant shift in realizing...

  • 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 The Forrester Wave™: Strategic Planning For The BT Agenda, Q1 2015

    The 11 Providers That Matter The Most And How They Stack Up
    March 13, 2015 | Gordon Barnett, Margo Visitacion

    In Forrester's 31-criteria evaluation of strategic planning vendors, we identified the 11 most significant tools providers — CA Technologies, GenSight, LiquidPlanner, Mega International,...

  • 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...

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