1. Portfolio planning
Project support overview

2. 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?

3. 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

4. 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

5. 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

6. 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

7. 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.