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Optimizing Corporate Portfolio Management: Aligning Investment Proposals with Organizational Strategy

Optimizing Corporate Portfolio Management: Aligning Investment Proposals with Organizational Strategy

Anand Sanwal

ISBN: 978-0-470-12688-2

Apr 2007

224 pages

In Stock

$105.00

Description

If where an organization allocates its resources determines its strategy, why is it that so few companies actively manage the resource allocation process? "Optimizing Corporate Portfolio Management: Aligning Investment Proposals with Organizational Strategy" goes beyond platitudes about why you should use corporate portfolio management (CPM) by offering a practical methodology to bring this powerful discipline to your organization.

"Optimizing Corporate Portfolio Management" takes an expansive view of where CPM can be utilized by demonstrating that it can be used across any business line, product group or functional area, e.g., IT, R&D, innovation, marketing, salesforce, capital expenditure, etc. CPM is appropriate anywhere discretionary investments are being selected and executed. As a result, other terms used to describe portfolio management such as IT portfolio management, enterprise portfolio management, and project portfolio management are all merely subsets or slices of CPM.

The book is written by Anand Sanwal, an expert on CPM, who has led American Express' CPM discipline (referred to as American Express Investment Optimization). American Express' CPM efforts are widely recognized as the most extensive, substantial and progressive deployment of CPM across any organization. Sanwal avoids academic theories and consultant jargon to ultimately deliver pragmatic and proven recommendations on how to make CPM a reality. The book features a foreword by Gary Crittenden, former CFO and EVP of American Express, and several case studies from leading financial services, technology, and government organizations utilizing CPM. Additionally, the book has received significant praise from thought leaders at Google, HP, American Express, The CFO Executive Board, Gartner, Accenture Marketing Sciences, The Wharton School of Business and many others.

Foreword.

Preface.

Acknowledgement.

Chapter 1. Overview of Corporate Portfolio Management.

Why Is CPM Important?

Framework for CPM Success.

What Should Be Considered an Investment?

Mismanaging Your Corporate Investment: The Seven (and a Half) Deadly Sins.

Chapter 2. Bringing CPM to Your Organization.

Four-Step Roadmap to CPM Success.

Are We There Yet?

Useful Frameworks and Tools: Optimizing Decision Making Within Your Corporate Portfolio.

Chapter 3. Applying CPM to Specific Areas within the Organization.

Information Technology.

Innovation/Research and Development.

Marketing/Advertising and Promotion.

Capital Budgeting/Capital Expenditure.

Sales Force.

Chapter 4. Case Studies.

American Express.

TransUnion.

Hewlett-Packard.

State of Oregon Department of Human Services.

Appendix: Useful Tools, Frameworks, and Practices to Enable CPM.

Personnel Survey: Understanding Current Company Practices and Attitudes Toward CPM.

HP’s Strategic Financial Analysis Curriculum Outline.

Information (Diagrams, Exhibits, and Text) for Building Your CPM Business Case.

Index.

High-level Practitioner Survey
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Practicioner's Presentation
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Survey to Analyze CPM
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