1. 4 Steps to Success
The Vergys ITPfM Process - Overview

2. Information Technology Portfolio Management
(ITPfM) is the process through which your
organization can optimize its “return” on IT
spending.

3. A SIMPLE and STRAIGHTFORWARD ITPfM
process is much more likely to be adopted…
…which is why our process only requires 4 steps!

4. The 4-Step Vergys ITPfM Process
 Validate the portfolio
 Determine evaluation criteria
 Evaluate investments
 Make decisions

5. Step 1 - Validate your portfolio
 Identify all of your unapproved ideas or prospects
 Identify all of your approved projects whether in
planning, development or implementation
 Identify all of your existing assets
(hardware, software, etc.)

6. Step 2 - Determine evaluation criteria
 Develop criteria based on organizational priorities
 For instance, each investment in your portfolio can
be measured against alignment to corporate
strategy, risk, cost, etc.

7. Step 3 – Gather data
 Determine how each element of the portfolio aligns
to the corporate strategy, how much it costs, how
risky it is, etc.
 Gather all subjective and objective data

8. Step 4 - Make decisions
 Get all the key decision makers in a room or on a
conference call
 Present them with the data and empower them to
make informed decisions about each element in the
portfolio
But don’t stop there!

9. REPEAT the process at regular intervals to
ensure an optimized portfolio.

10. Visit www.IT-Portfolio-Management.com
for more information and insight!