A Portfolio Management Case Study

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A Portfolio Management Case Study

Andy Jordan

May 4, 2009






This year one of my clients took dramatic action to respond to the economic downturn: They decided to revisit the entire 2009 portfolio of technology projects to ensure that they were still focused on the right things in this new economic reality. In this article I’ll try and walk you through the process and provide some insight into what I learned.
 
What we did
The technology projects for this year were the product of a late summer planning session and the subsequent follow -up work. Some were related to strategic IT initiatives, some were in support of major business unit projects and others were part of the constant drive for improved efficiency and automation. The result was a prioritized list of initiatives that would move the company forward in 2009 and build a strong foundation for 2010 and beyond.
 
Since late last summer, the world has changed.



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