CA Project & Portfolio Management: Portfolio Transformation Discovery Service
Turn potential into productivity and plans into outcomes with the CA Portfolio Transformation Discovery service, a blended approach focused on helping you reduce the work about work. Discovery activities and demonstrations lead to developing a portfolio transformation plan and chart a path to enable continuous portfolio planning. This is a crucial element of modern business management and, ultimately, better business outcomes.
Your team will learn from the combined knowledge domains and experience of both CA Project & Portfolio Management (CA PPM) and CA Agile Central, often revealing how work really happens, and how to shift busy-ness into faster and better outcomes. The process concludes with next steps for owning and maintaining an ongoing roadmap aligned with modern business management principles.
Offering Overview
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
- Prioritize
- 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.
KEY OUTCOMES
- Reduce the work about work by combining knowledge domains and experience of CA PPM and CA Agile Central.
- Achieve continuous portfolio planning with a practical, actionable transformation plan.
- Create a Transformation plan to align steps for owning and maintaining a roadmap with modern business management principles.
KEY SERVICES FEATURES
- Discovery activity with leading coaches engages and energizes your teams to evaluate your work management environment from a fresh perspective.
- Demonstration provides a safe and structured method for exploring the range of possibilities exposed during the discovery activity, adjusting timelines to a pace right for you.
- Transformation plan is packaged as modules sequenced for logical next steps toward continuous portfolio planning.
- Coaching matters. Our coaches have been there, done that, and gotten results for companies across many industries.
Patterns and Desired Outcomes
Resource Management
Ability to effectively and accurately manage resource capacity versus demand to optimize investment and delivery
Strategic Governance
Ability to manage investment execution across multiple stage gates, providing visibility into workload pipeline and active initiatives to defined execution requirement
Execution Velocity
Single intake point, with minimal user effort for capturing incoming requirements for evaluation and delivery
Financial Performance
Accurate and actionable data to manage actuals, forecast against plan to optimize investment and delivery and forecast across all organizational units
Visualization
Real-time visibility into KPIs and predictive indicators that support actionable information, and efficient collaboration with stakeholders, IT leadership and cross-functional organizations
The CA Technologies Advantage
CA Services works with you to align project goals to outcomes with the greatest value and helps accelerate business transformation through:
- Organizational enablement, enabling users and accelerating adoption for faster value realization.
- Technology services, implementing a flexible solution that grows and adapts to evolving needs while continuing to deliver incremental value.
- Success management, developing and executing a clear plan for long-term success.
