Modern business management supports overcoming the challenges created when both agile and traditional methods of working are used in one organization. Transform how your organization prioritizes, funds, tracks, and manages all work across different methods:
Discovery is an active kickoff that engages your teams in exploring new ways of thinking and doing, as well as evaluating your current environment. It’s an energizing first step in continuous portfolio planning.
Demonstration refines your discovery findings into a range of possibilities. Each represents a step or stage in transformation, which can be adjusted to the pace that’s right for your organization.
Transformation plan provides the confident next steps in your journey: initiatives sequenced for your unique needs and business outcomes.
Select the right mix of coaching and tools to evaluate the how of work, not just the what, for seamless, transparent and continuous portfolio management.
- Improve processes and speed
- Manage new work intake
- Manage workflows
Engage is your starting point for portfolio transformation. This phase includes:
- Business drivers and objectives
- Mapping business outcomes to drivers and objectives
- KPIs mapped to business outcomes
- Identifying barriers: current-state issues obstructing achievement
- Identifying and scoping data collection required for root-cause analysis
- Developing a data collection plan
Data collection includes workshops, observations, interviews, documentation, questionnaires and data extracts for the next step in portfolio transformation.
Analysis collates and reviews the data, groups findings and starts the feedback loop.
Recommendations addresses common themes and root causes of key issues as a precursor to the initial transformation plan.
Plan includes co-creation, with your team, of a transformation plan, plus identifying initiatives using available tools and resources. Some initiatives may require new tools and resources, which are addressed across the transformation continuum. Prioritization and sequencing are a core part of the transformation plan; it reflects initiatives utilizing CA solutions and those that do not utilize CA solutions, and is focused on all organization transformation initiatives. The planning phase also includes effort and cost estimates for each initiative, where possible and appropriate.
Continuous portfolio planning is a crucial step on the journey to business agility and for creating nimble organizations that can sense and respond to changing business conditions.