Optimizing Corporate Portfolio Management Aligning Investment Proposals with Organizational Strategy
Auteur : Sanwal Anand
"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.
About the Web Site xiii
Foreword xv
Preface xvii
Acknowledgments xxv
Chapter 1 Overview of Corporate Portfolio Management 1
Why Is CPM Important? 3
Framework for CPM Success 4
What Should Be Considered an Investment? 11
Mismanaging Your Corporate Investment Portfolio: The Seven (and a Half) Deadly Sins 15
Chapter 2 Bringing CPM to Your Organization 29
Four-Step Roadmap for CPM Success 30
Techniques and Tools to Optimize Your Corporate Portfolio 79
Chapter 3 Applying CPM to Functional Areas within the Organization 91
Information Technology 91
Innovation/Research and Development 95
Marketing/Advertising and Promotion 101
Capital Budgeting and Capital Expenditure 104
Sales Force 108
Chapter 4 Case Studies 111
American Express 114
TransUnion 134
Hewlett-Packard 139
Cisco Systems 147
State of Oregon Department of Human Services 159
Appendix Useful Tools, Frameworks, and Practices to Enable CPM 171
Personnel Survey: Understanding Current Company Practices and Attitudes Toward CPM 171
HP’s Strategic Financial Analysis Curriculum Outline 180
Useful Information (Diagrams, Exhibits, and Text) for Building Your CPM Business Case 183
Index 187
Date de parution : 04-2007
Ouvrage de 224 p.
16.1x23.3 cm
Mots-clés :
proposals; organizational; aligning; strategy; investment; portfolio; microoptimizing; time; investments; companies today; individual; tradeoffs; broad portfolio; problem; attacks; growth; solutions; companies; unleash