1. www.regouniversity.com Clarity Educational Community How Companies Are Using CA PPM for Application Portfolio Management Presented by: Mark Feher | Date prepared: April, 2015

2. 2 Clarity Educational Community Agenda Overview Definitions Business Value Key Requirements Best Practices

3. 3 Clarity Educational Community Overview What is Application Portfolio Management (APM)? How does it fit with Portfolio and Project Management (PPM)? What is the Business Value Proposition for APM? What are the key elements of APM? What might an APM Implementation roadmap look like?

4. 4 Clarity Educational Community What is Application Portfolio Management (APM)? A continuous process of managing the life of a portfolio of applications from acquisition through to retirement This includes: – Optimize the suite of applications required to support internal and external consumers of associated services – Optimize the cost and effort associated with maintaining, modifying, deploying and retiring applications – Actively Manage Business Risk associated with Applications  THIS IS NEW AND BASED ON CLIENT EXPERIENCES

5. 5 Clarity Educational Community What is APM… Two separate activities required to Optimize the Portfolio 1.Collection of information about individual Applications 2.Analysis and Operational Plans for the collection(s)/Portfolios of Applications This presentation is focused on the first activity – Too many enterprises want to start with Portfolio’s without getting the input data understood – “Stay Tuned” for a future Portfolio Analysis presentation

6. 6 Clarity Educational Community A Simplified View How Does It Fit with PPM? IT Portfolio IT Operations Applications Support Helpdesk and response tiers Applications Maintenance Provision of Services supported by Applications to user communities (infrastructure, security, …) IT Service Enhancement and Development ProjectsPrograms Projects Programs Department Overhead Projects to support IT Operations Projects to support Other Operations IT Standards, Security, Procurement, Supply Chain, …

7. 7 Clarity Educational Community CA PPM’s Hierarchy of Investments Support “Total Cost of Service” Projects Service Applications Business Goals and Objectives Projects Applications Projects Applications Programs Service Projects Applications

8. 8 Clarity Educational Community What is the Business Value Proposition for Application Portfolio Management? Improve Selection of New Applications – Aids in assessment and selection of new applications to determine how they fit in the Portfolio – Identifies if there are any pre-existing issues that will cause operational issues and increase operating costs unacceptably – Stops the cycle of application proliferation

9. 9 Clarity Educational Community What is the Business Value Proposition for APM? … Reduce the Cost of Operations Associated with Applications – Makes the suite of Applications within an organization more transparent and provides an assessment of health and importance to the enterprise – Avoided Effort and Consequences of Application Conflicts and Problems – Reduces the number of instances of the same application Reducing the number of duplicated application support and maintenance costs Optimizing the Suite of Applications and Total Cost of Services Fewer Tickets – Reduced Effort/More Time for Value Add Work Lower Procurement Costs Reduced Projects Costs Reduced Maintenance Fees Better support for business critical and high value apps

10. 10 Clarity Educational Community What is the Business Value Proposition for APM? … Reduce/Manage Business Risk Associated with Applications – Can alert the business to real or potential issues/risks related to The interrelationships of applications Supporting infrastructure Supporting SW and source product states – This results in proactive response before issues affect the business – Ensures disaster recovery and basic risk responses are planned for all high value and critical applications – Improves event management by providing association of applications and infrastructure in the event of failures

11. 11 Clarity Educational Community What is the Business Value Proposition for APM? … Ensures business, portfolio and operational decisions are based on high quality and accurate information – Information is assigned a System of Record (SOR) and the System of record is the only source of this information throughout the information systems used by the enterprise. – The SOR and the analysis itself helps ensure consistent use of naming and terminology for a common understanding across the enterprise

12. 12 Clarity Educational Community What is the Business Value Proposition for APM? … Conservative estimates of savings from the use of Application Portfolio Management is 10-15% of an IT budget We believe that the savings can be as high as 20-25% if the approach is institutionalized throughout the IT organization and is supported by Advanced APM toolsets in the context of other business systems in an enterprise

13. 13 Clarity Educational Community What are the Key Requirements for Effective APM Implementations?

14. 14 Clarity Educational Community What information do we need to collect and assess for Applications? The key areas of assessment are – Context and Importance to the Enterprise – Current Performance and Health – Past Performance and Health – Predicted Future Performance and Health – Relationships to enterprise infrastructure, systems, and applications

15. 15 Clarity Educational Community (Metrics are Enterprise Specific) What is Best Practice for Assessing Applications

16. 16 Clarity Educational Community Some Examples of Key Application Relationships

17. 17 Clarity Educational Community CA PPM will provide a lot of support and guidance for Application Assessment and rationalization BUT It will take a concerted effort and buy-in by all of your staff to institutionalize the thinking and values of Application Portfolio Management. Efforts around Business Transformation and Education will be required to achieve and sustain an optimized cost of operation that should be significantly lower than it is today and with higher quality of output. An Operational Roll-out/Roadmap that takes this into account is essential. A Lesson We have learned several times over: Technology is not enough!

18. 18 Clarity Educational Community Questions Phone 888.813.0444 Email info@regouniversity.cominfo@regouniversity.com or Empowered at info@empowered.ca info@empowered.ca Website www.regouniversity.com www.empowered.ca We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general. There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us. Thank you for attending regoUniversity 2015!