NewsletterHomeContact
 

Book Overview

A necessary resource for anyone involved with managing or supervising their organization's discretionary investments. C-level executives as well as finance, IT, marketing, R&D and business managers serious about maximizing and realizing their financial and strategic objectives will benefit from the practical guidance in Optimizing Corporate Portfolio Management: Aligning Investment Proposals with Organizational Strategy. With comprehensive coverage, author Anand Sanwal - a leading authority on corporate portfolio management (CPM) - shares a pragmatic and proven framework for building a robust CPM capability within an organization.

Written by a practitioner for executives and fellow practitioners, this crucial resource offers a guide to enabling CPM within an organization by focusing on the behavioral and process dimensions vital to making CPM a success. Starting with a Foreword by Gary L. Crittenden, former Chief Financial Officer and Executive Vice President of American Express and current CFO of Citigroup, this book avoids a simplistic "one-size fits all" approach to the evaluation of an organization's investments, and instead recognizes that every organization varies in their view on investments, priorities, risk tolerance, strategy, and financial goals.

CPM has yielded tremendous results at leading companies, and case studies demonstrating the power of CPM are provided for a diverse array of organizations including American Express, TransUnion, Hewlett-Packard, Cisco Systems and the State of Oregon Department of Human Services.

Keeping corporate and management jargon to a minimum, the book details a practical capability that works best when organizational behavior and process are aligned and covers relevant topics including:

A description of Corporate Portfolio Management and its importance

  • The seven and a half deadly sins of CPM
  • A detailed four step process to bring CPM to any organization
  • Utilizations of CPM to various functional areas including IT, Innovation/R&D, Marketing/A&P, CapEx and Salesforce
  • Filled with proven strategies and examples, this groundbreaking guide will show you how to have a more holistic view of your company's investment portfolio ultimately enabling greater transparency, accountability and improved performance.
 

The Portfolio Management Game

A training & education offering that will get employees and senior leaders to really understand what Portfolio Management is about. And all this while having fun. Don't settle for boring training lectures.

more >>

 

No Jargon Zone

If you want out of the box thinking that leverages your core competencies and promotes flexibility and agility while creating paradigm shifting synergistic ideas, we are not the folks to talk to. Simply stated, we hate jargon.

If you are sick of the rhetoric and want to focus on creating an even better reality, let's talk and start making things happen.

more >>

 

Have Investile Dysfunction?

Investile Dysfunction (ID) occurs when an organization has problem allocating its resources in a way that maximizes revenues, profits and performance.

If you want to learn more about Investile Dysfunction, click here or contact us to talk to an ID expert who can help put together a 100% safe and effective treatment regimen.

more >>