Portfolio planning Project support overview

We’ll help you to tackle your critical challenges Sample projects Illustrative questions finance leaders seek to answer Develop a strategic portfolio plan Am I focused on the right activities based on business need? What are the right metrics to include when evaluating performance? Refresh existing location strategy What types of inputs are my peers using to understand if the current portfolio is still meeting our needs? How do I best track and measure utilization of space to know if there is opportunity to consolidate? Assess new locations What are the non-real-estate factors I should be using to drive new location decisions? How do I balance real estate cost with talent availability when making new location decisions?

Tailored expertise and resources deliver impact in the areas crucial to your success Benchmark your current portfolio Upgrade your portfolio planning strategy Stay ahead of the latest trends How do we identify underperforming assets within our portfolio? How do we adapt to changing BU needs? How do we get more precise and informed data for future portfolio needs? Compare your portfolio performance and analyze opportunities for savings with our annual Cost and Space Benchmarking Understand how Unisys presents options based on BU facility cost targets with this case study on Cost Utilization Models Understand how other organizations conduct and use their space forecasts with this benchmark report Rethink workspace scenarios to create in-the- moment, what-if simulations and identify the trade- offs associated with different space options with HSBC’s Dynamic Needs Assessment Tool Conduct a multilevel assessment of space needs to uncover all workplace perspectives at different levels of the organization like TD Bank's MultiLevel Needs Perception Analysis Develop a holistic evaluation process that incorporates both financial and nonfinancial factors using a tool that enables CRE to identify the ideal financing vehicle and achieve consensus rapidly through Whirlpool's Financing Optimizer

Your first 90 days as a client (Illustrative) Month 1 Month 2 Month 3 Compare your current portfolio to your peers’ using our Cost and Space Benchmarking Analyze finance cost, head count, process efficiency and more in the Finance Performance Benchmark Suite Create a comprehensive strategic plan with this Ignition Guide Understand how other organizations conduct and use their space forecasts with this benchmark report Kick off this initiative with your service associate; discuss your challenges and align key resources Review progress with your service associate and create a forward engagement plan Review progress to ensure continued delivery of the right resources at the right time Discussion: Which portfolio planning techniques are best for my organization? Discussion: How do we align cost management objectives and business strategy? Discussion: What is the best way to track and monitor the changes happening in the portfolio? Written Research Service Associate Support Analyst & Advisor Inquiries

We cover a range of key finance and technology initiatives to equip you for success Your service will be designed to help you deliver the underlying projects and initiatives that are crucial for accomplishing your biggest Finance challenges. Budgeting Cost Management Facilities Management Finance IT Finance Organizational Structure Finance Roles and Responsibilities Finance Strategy Finance Talent Forecasting Functional Analysis Growth and Innovation Internal Controls Investor Relations Management Reporting Metric Selection and Dashboard Design Portfolio Planning Real Estate Functional Management Real Estate Customer Relationship Management Robotics Shared-Service Customers Shared-Service Fundamentals Shared-Service Performance Measurement and Improvement Shared-Service Strategy Shared-Service Talent Tax Operations Workplace Strategy

How we deliver value to your peers “We leveraged the Gartner Implication Portfolio Management technique and it's been an eye-opening exercise. We now have a more holistic view of what these platforms deliver to the organization. Before, we didn't know the costs to deliver each of our platforms for different services; this technique has allowed us to make real decisions around these platforms” Technology and Telecoms firm

Deliver your critical Finance priorities We’re ready to help you excel against your critical finance challenges. Get in touch to discuss how we can fast-track your success. connect@gartner.com