it portfolio management brief

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IT Enterprise PortfolioDesign & Management

To Support IT Infrastructure& Architecture

By Michael PearlI Live and Breath

This Stuff!

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IT Enterprise Portfolio Management:Performance Vignette

Situation:Customers have been thoroughly and rapidly transitioning their mission-critical IT systems from aging facilities into modernized ones. Likewise, customers have been transforming legacy, application-based, disparate IT infrastructure into a common, modernized, service-based IT infrastructure, e.g., the cloud, underpinning a global and mobile enterprise environment that enables mission success.Action:Customer need for new and/or refurbished facilities, modernized IT infrastructure and architecture, and operational maintenance and sustainment, promulgates the need for cogent, high-quality, high volume and high-impact decision-support IT enterprise portfolio solutions. The IT portfolio development and management discipline entails the synthesis and leveraging of strategic and operational performance and cost metrics. IT Portfolios account for IT enterprise asset management (HW, SW, Licensing), and comprise costs, assumptions (scope, capability, requirements, schedules, manpower, risks) and dashboard graphics.

Results:IT Portfolios developed for customers and managed throughout the IT lifecycle are frequently used by key decision makers with the results being submitted to key stakeholders for IT budget submissions and approval. Once approved, the required funds are acquired for each program and/or project to execute its IT infrastructure and architecture fit-up and lifecycle O&M planning. Project changes are continually managed and assessed to adjust portfolios and to maintain strategic and efficient alignment of assumptions, costs and budget.



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Facility-Baseline:IT Enterprise Infrastructure & Architecture



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IT Enterprise Portfolio:Design & Management Process



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IT Infrastructure Facilitator:Roles & Responsibilities


To SupportIT Infrastructure& Architecture

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Synthesizing Technology (Capability & Cost)with Business (Strategy & Budget)



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Benefits of IT Enterprise PortfolioDesign & Management Experience



Technical Accountability:Know Your Assumptions (Scope, Capability, Requirements, Schedules, Manpower, Risks)

Cost Accountability:Know Your LifecycleTotal Cost of Ownership

Business Accountability:Build, Manage, Defend and Execute Your Budgets

Version 4.0 Yellow cells = cells for data entry.

WBS Tasks Owner Plan Start Plan Finish Days FTEs Hrs.

1 Project Name 39431.1 Project planning & prep 3-May-05 1-Aug-051.1.1 Supervison & coord Sue 3-May-05 1-Aug-05 0 0.40 01.1.2 Develop plan Sue 4-May-05 28-May-05 20 0.30 481.1.3 Develop budget Bill 24-May-05 3-Jun-05 16 0.20 261.1.4 Schedule kickoff mtg. Nan 17-May-05 17-May-05 15 0.20 24 0-1.1.5 Conduct kickoff mtg. Jim 7-Jun-05 7-Jun-05 18 8.00 11521.1.6 Monthly Meetings (special - inserted "1" each) 9 4.00 2881.1.7 Quarterly Mtgs. (special - inserted "1" each) 9 4.00 2881.2 Requirements Management1.2.1 Conduct requirements analysis 24-May-05 13-Jul-05

Develop interview forms Bob 24-May-05 28-May-05 0 2.00 0Conduct interviews Sue 28-May-05 25-Jun-05 17 4.00 544Write prelim. requirements Nan 14-Jun-05 2-Jul-05 23 1.00 184Conduct walk-thru Sue 6-Jul-05 7-Jul-05 13 8.00 832Update requirements doc. Nan 8-Jul-05 13-Jul-05 0 2.00 0

1.2.2 Establish requirements baseline 15-Jul-05 3-Aug-05Publish draft req. doc. Nan 15-Jul-05 15-Jul-05 0 1.00 0Conduct req. review mtg. Sue 19-Jul-05 20-Jul-05 6 8.00 384Incorporate comments Nan 26-Jul-05 30-Jul-05 7 2.00 112Send document for signaturesSue 2-Aug-05 3-Aug-05 7 1.00 56Establish formal baseline Rog 3-Aug-05 3-Aug-05 7 0.10 6

Month-1 Month-2 Month-36/28 7/5 7/12 7/19 7/26 8/25/31 6/7 6/14 6/215/3 5/10 5/17 5/24

it portfolio management brief

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