Integrate Portfolios to Create Exceptional Customer Value – Phase 1: Define the Principle That Organizes Your Portfolios, Objectives, and Stakeholders

To bring your portfolios together, you need to start with learning about your objectives, principles, and stakeholders.

Integrated Portfolio Dashboard Tool

Use this tool to help build out an integrated portfolio dashboard to indicate your organization's overall ability to achieve its organizational objectives.

Integrated Portfolio Dashboard Tool – Example

Use this example to understand how to document your communication and roadmap plan for your integrated portfolio dashboard.

Integrate Portfolios to Create Exceptional Customer Value – Phase 2: Take Stock of What Brings You Closer to Your Goals

Get a deeper understanding of what makes up your organizing principle before learning about the applications and projects that are aligned with your principles.

Integrate Portfolios to Create Exceptional Customer Value – Phase 3: Bring It All Together

Bound by your organizing principles, bring your projects and applications together under a single dashboard. Once defined, determine the rollout and communication plan that...

Integrated Portfolio Communication and Roadmap Plan

Use this template to help document your communication and roadmap plan for your integrated portfolio dashboard.

Application Strategy Action Plan Report Template

Capture the findings of your application strategy review in the action plan template. Draw out the key actions needed to make improvements.

Application Strategy Sample Action Plan Report

This example report provides guidance on how to capture findings from the application review process, providing key findings to support a more effective strategy

Review Your Application Strategy

For a strategy to be highly effective and well-received, it needs to be tightly connected to the business goals that drive the organization. An application-enabled business...

Review Your Application Strategy – Executive Brief

This review guide provides organizations with a detailed assessment of their application strategy, ensuring that the applications enable the business strategy so that the...
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