Application Portfolio Management Foundations
Ensure your application portfolio delivers the best possible return on investment.
Member Challenge
Organizations consider application oversight a low priority and app portfolio knowledge is poor:
- No dedicated or centralized effort to manage the app portfolio means no single source of truth is available to support informed decision making.
- Organizations acquire more applications over time, creating redundancy, waste, and the need for additional support.
- Organizations are more vulnerable to changing markets. Flexibility and growth are compromised when applications are unadaptable or cannot scale.
Our Advice
Critical Insight
- You cannot outsource application strategy.
- Modern software options have lessened the need for organizations to have robust in-house application management capabilities. But your applications’ future and governance of the portfolio still require centralized oversight to ensure the best overall return on investment.
- Application portfolio management is the mechanism to ensure that the applications in your enterprise are delivering value and support for your value streams and business capabilities. Understanding value, satisfaction, technical health, and total cost of ownership are critical to digital transformation, modernization, and roadmaps.
Impact and Result
Build an APM program that is actionable and fit for size:
- Understand your current state, needs, and goals for your application portfolio management.
- Create an application and platform inventory that is built for better decision making.
- Rationalize your apps with business priorities and communicate risk in operational terms.
- Create a roadmap that improves communication between those who own, manage, and support your applications.
Research & Tools
| Name | Actions |
|---|
1. Application Portfolio Management Foundations Deck – A guide that helps you establish your core application inventory, simplified rationalization, redundancy comparison, and modernization roadmap.
Enterprises have more applications than they need and rarely apply oversight to monitor the health, cost, and relative value of applications to ensure efficiency and minimal risk. This blueprint will help you build a streamlined application portfolio management process.
| Name | Actions |
|---|---|
|
Application Portfolio Management Foundations – Phases 1-4
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2. Application Portfolio Management Diagnostic Tool – A tool that assesses your current application portfolio.
Visibility into your application portfolio and APM practices will help inform and guide your next steps.
| Name | Actions |
|---|---|
|
Application Portfolio Management Diagnostic Tool
|
3. Application Portfolio Management Foundations Playbook – A template that builds your application portfolio management playbook.
Capture your APM roles and responsibilities and build a repeatable process.
| Name | Actions |
|---|---|
|
Application Portfolio Management Foundations Playbook
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4. Application Portfolio Management Snapshot and Foundations Tool – A tool that stores application information and allows you to execute rationalization and build a portfolio roadmap.
This tool is the central hub for the activities within Application Portfolio Management Foundations.
| Name | Actions |
|---|---|
|
Application Portfolio Management Snapshot and Foundations Tool
|
Onsite Workshop: Application Portfolio Management Foundations
Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Do-It-Yourself Implementation
The slides in this Best Practice Blueprint will walk you step-by-step through every phase of your project with supporting tools and templates ready for you to use.
Project Accelerator Workshop
You can also use this Best Practice Blueprint to facilitate your own project accelerator workshop within your organization using the workshop slides and facilitation instructions provided in the Appendix.
Module 1: Lay Your Foundations
The Purpose
- Work with key corporate stakeholders to come to a shared understanding of the benefits and aspects of application portfolio management.
Key Benefits Achieved
- Establish the goals of APM.
- Set the scope of APM responsibilities.
- Establish business priorities for the application portfolio.
| Activities | Outputs |
|---|---|
| 1.1 Define goals and metrics. |
|
| 1.2 Define application categories. |
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| 1.3 Determine steps and roles. |
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| 1.4 Weight value drivers. |
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Module 2: Improve Your Inventory
The Purpose
- Gather information on your applications to build a detailed inventory and identify areas of redundancy.
Key Benefits Achieved
- Populated inventory based on your and your team’s current knowledge.
- Understanding of outstanding data and a plan to collect it.
| Activities | Outputs |
|---|---|
| 2.1 Populate inventory. |
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| 2.2 Assign business capabilities. |
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| 2.3 Review outstanding data. |
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Module 3: Gather Application Information
The Purpose
Work with the application subject matter experts to collect and compile data points and determine the appropriate disposition for your apps.
Key Benefits Achieved
- Dispositions for individual applications
- Application rationalization framework
| Activities | Outputs |
|---|---|
| 3.1 Assess business value. |
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| 3.2 Assess end-user perspective. |
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| 3.3 Assess TCO. |
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| 3.4 Assess technical health. |
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| 3.5 Assess redundancies. |
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| 3.6 Determine dispositions. |
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Module 4: Gather, Assess, and Select Dispositions
The Purpose
- Work with application delivery specialists to determine the strategic plans for your apps and place these in your portfolio roadmap.
Key Benefits Achieved
- Prioritized initiatives
- Initial application portfolio roadmap
- Ongoing structure of APM
| Activities | Outputs |
|---|---|
| 4.1 Prioritize initiatives |
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| 4.2 Populate roadmap. |
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| 4.3 Determine ongoing APM cadence. |
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| 4.4 Build APM action plan. |
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Testimonials
Best part - Hans is exceptionally knowledgeable and a skilled facilitator. This is a tough topic to tackle, fraught with politics and fear, and he puts teams and participants at ease by help them fully understand the intent and expected outcomes. He ha...
The PPT Slides and Excel templates are awesome!!! Also, Hong's advice was invaluable!! No negatives whatsoever!
Kieran was an excellent partner for this workshop. He was flexible, knowledgeable, and helped build trust with our business partners.
Hans is an expert in his field. He is a great sounding board for my plans and thoughts, mainly because he validates what I am saying but also aligns me when I'm on the wrong track. I feel he has tried to understand our business and my case, so is able to...
Best parts: 1. Positive and friendly service. 2. Understood my need and was flexible to accommodate for it. 3. Very timely follow-up after the call. Worst: None.
The methodology is sound and I use it in the presentation. The advisors show great interest to help. We need more to work on solutions and have stuff automated. I would not call it bad, I would call it improvable.
It was a great and instrumental experience. Mr. Suneel, did a great job of guiding and explaining the tools and the most efficient way to use them for our specific needs. We really needed a one stop shop for all our applications. The inventory tool has b...
Suneel was amazing! This initiative has proven to be the foundation on which so many other initiatives are being build on/around. I didn't expect to get the tremendous value out of it that we did.
The best part of the workshop was working with Hans . He lead the workshop and gave great insights all along the way. Looking forward to more working sessions with him.
Best: Seeing the team pull together their knowledge of our applications and beginning to see the light bulbs go off as they saw the metrics and results come together. Worst: Nothing about this experience was bad. So this is relatively minor. I cou...
The best part of the experience was the thorough knowledge of the principal research director, Hans, and his ability to translate the broader concepts into practical understanding. The worst part is that the tools are so exhaustive that they seem overwhe...
Andrew was awesome in prompting, questioning, and letting us brainstorm an approach, etc. No bad part of the experience at all.
Best part- great suggestions, things to consider, risk mitigation conversations to help increase value to our team and build a process that is simple, repeatable, consistent. worst part- Internet connections were poor at times. Not an IT problem, but ...
It was too short due to the changes on my side of the business.
Knowing we're on the right track. Feeling like the bottleneck was really just on our side to do the work.
Ben came to the call well-prepared, and immediately showed how the Info-Tech research material could be applied to our Division's modernization needs and quickly add value. I especially appreciated that Ben would introduce a slide or process, and then p...
Still forming a move forward strategy, i.e., execute department application surveys or focus on applications discovery. Previous conversations had me going down the path of immediate surveys, but that may be premature based on conversations with Allison....
The workshop was real ran and kept us on task. Adjustments were made to the schedule to accommodate us as needed to make sure it worked for everyone involved in the workshop. I don't have anything negative to say!
Confirmed that I was following the right path, templates helped me prepare for future. Worst part - the images in the survey never download so have to take extra steps to be able to complete the actual survey.
Randy and Ben did a great job facilitating the workshop. They were flexible and adapted the agenda to the knowledge of the folks in the workshop so that we could reach our objective. There was a lot of existing knowledge in the room that took a coupl...