Transcript Slide 1

Enterprise Investment Management
Lyn Kelly
Primavera ProSight Account Executive
561 267-7547
[email protected]
Copyright ® 2006
www.prosight.com
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Managing Investments as a Portfolio
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The Uses of ProSight Portfolio Management
Investment Planning
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Propose, prioritize, select
Alternatives analysis
Optimization
Governance
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Progress tracking
Business process
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Guidance built-in
Incremental process impv’t
Enforcement
System of Record
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Data Integration / Collection
Real-time, on-line access
Communication / Visibility
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Collaborative, role-based usage
Execs to knowledge workers
My Portfolios Process Guidance
Corporate Initiatives
Budgeting
KBO’s and strategy
Web UI and Security Infrastructure
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Application Portfolio
Management*
Asset Management
IT Governance*
New Product
Development
Compliance
Management*
Marketing
Business Program
Management
Enterprise Architecture*
Leases and Buildings
Service Levels and
Contracts
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Portfolio Management Platform
Project Portfolio
Management*
Strategic Planning
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Benefits of ProSight’s Investment Management Solutions
Solution
Customer Benefit / Quote
Customer
Program Management
Reported successful project completion rate of 88% and determined
each percentage point was worth about $2M in actual business benefit.
AAA of Northern
California, Nevada &
Utah
Capital Planning
ProSight Portfolios has made the process of making business cases
more empirical. It gives us more analytical capability and helps us
change how we invest, so it's easier to determine investments that are
similar and those that can be merged or reduced.
Innovation
Management
We have gained a more proficient ability to choose and manage the
technology investments that provide the most value to the
organization. From a strategic standpoint, we now have the means to
define the importance of each investment based on R&D’s objectives
and communicate this information to the entire organization. From a
financial perspective, ProSight Portfolios will facilitate comprehensive
financial analysis of the R&D investment portfolio, resulting in the
selection of investments with a higher potential ROI.
Enterprise
Architecture
Architecture creates value by promoting consistency across business
processes, applications and infrastructure, where it makes sense to do
so. ProSight has allowed us to get a organization-wide view of our
applications, which translates into $1.6M worth of business value per
100 IT applications.
U.S. Department of
Health & Human
Services
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DaimlerChrysler
Corporation
MetLife
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Benefits of ProSight’s Investment Management Solutions
Solution
Customer Benefit / Quote
Real Property
ProSight helps improve their strategic investment decisions around
resource allocation and maintenance, understanding the total cost of
ownership over the lifecycle of its IT and property investments. Use of
ProSight’s product has helped move the agency from LOB to corporate
management of the agency’s assets. They also are able to rebalance
its portfolios as the needs of veterans change.
IT Projects
Customer
U.S. Department of
Veteran’s Affairs
ProSight is the ‘one stop shop’ for the enterprise to organize, track,
prioritize & manage projects. Integrated systems, removed
redundancies, consolidated documents, and added metrics.
Hershey Foods
Corporation
Applications
Management
Reduced nondiscretionary IT expenses from $400M to $200M, Saved
$20M in application spend over 3 year period and Eliminated 17% of its
applications.
CNA Insurance
Marketing
Our data is aggregated into meaningful information, has streamlined the
planning process and our marketing missions are better aligned with the
organization’s goals.
AARP
Security Management
ProSight’s Fast Track for FISMA & Privacy Compliance enables the IT
department to manage its portfolio of systems/weaknesses,
standardize and simplify the process, as well as significantly
decreases the time spent on reporting. Additionally, this solution
improved the overall security management of the agency by
incorporating weakness prioritization, resource utilization, remediation
scheduling, and forward progress demonstration capabilities in a
single, Web-based system. This allowed the CISO and other IT
executives to see an overall picture of the FDA’s IT security posture
and adjust resources accordingly.
Copyright ® 2006
U.S. Food & Drug
Administration
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Your Process
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ProSight Portfolios Infrastructure
Forms
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Workbooks
Scorecards
Visualization
Analytics & Indicators
Collaboration
Optimization
Dashboards
Optimize
Investor Maps
• Decision-Support
• Project & Resource Mgt.
• Governance
• Information Repository
ProSight Portfolios
System of Record
PfM Platform
Enterprise Integration (as required, via Web Svcs., API, etc.)
SQL Server,
Oracle
ERP, Financial Asset Mgt. Help Desk
Systems
Systems
Systems
Config. Mgt.
Systems
Risk Mgt.
Systems
Project Mgt. Documents
Systems
Patented in USA; International Patents Pending
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Fast Track for Application Rationalization
Simplified Process
Inventory
Existing Applications
Propose
New Applications
Evaluate
New and Existing
Transform
As Appropriate
On-going
Governance
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