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customer portfolio management

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TechRepublic Resources

Customer Portfolio Management: Taking CRM to the Next Level
This white paper explores customer portfolio management, a new, strategic approach to deploying CRM that emphasizes customer knowledge, strategic planning, and execution as the cornerstones of a CRM initiative. Customer portfolio management requires companies to make decisions and allocate resources based on customer value - and through a deep understanding...
Tags: Portfolio Management, CRM, Customer Portfolio Management, Advertising & Promotion, Customer Relationship Management (CRM), Enterprise Software, Marketing, Software
White papers 2004-09-01

Additional Resources

Tough Problems Solved: IBM Customer Equity & Lifetime Management (CELM)
Small companies often have the luxury of recognizing their customers by sight, and knowing their purchase preferences and service needs. Savvy business owners are able to meet these expectations - and reap the benefits of strong customer loyalty and lifelong customer value. IBM's Customer Equity and Lifetime Management CELM is...
Tags: Equity, IBM Corp., Savvy Business Owner, Engineering, Team Management, Investment, Financial Services, Management, Finance
Case studies 2008-01-01
IT Portfolio Management Model - An Introductory Overview
CIOs must adopt a portfolio management methodology and related processes that allow for the effective and efficient categorization of all IT assets including human capital. The portfolio management process should provide sufficient analytical data to support a means for prioritizing and sequencing the development and utilization of IT assets. The...
Tags: Information Technology, Portfolio Management, Strategy, Management
White papers 2005-09-06
Microsoft Executive Circle Webcast: Juggling the Project Portfolio - Best Practices for Portfolio Management
Managing projects in the corporate portfolio is difficult at best. How to track multiple resources? How to set priorities? Portfolio management is a discipline that enables to evaluate and prioritize projects to ensure that one invests his or her resources where they are needed most. This informative webcast outlines best...
Tags: Webcast, Microsoft Corp., Portfolio Management, Best Practice, Digital Media, Consumer Electronics, Personal Technology
Webcasts 2005-09-28
Magic Quadrant for IT Project and Portfolio Management, 2005
The IT project and portfolio management market is evolving rapidly. Because users want to better prioritize application development and other IT programs while controlling application portfolio demand, vendors are marketing increasingly integrated suites. Dynamics in the project and portfolio management market are leading to more comprehensive, but more costly, applications...
Tags: Quadrant, Information Technology, Portfolio Management, Strategy, Software Development, Management, Software/Web Development
White papers 2005-06-22
HypoVereinsbank Takes Control With SAS
European banking giant HypoVereinsBank HVB wanted to improve portfolio quality and control. In 2004, HVB created the Active Credit Portfolio Management ACPM Division to change the Corporates & Markets business division's credit portfolio management from "Buying and storing" credits to active management. Portfolio managers needed a reliable way to actively...
Tags: SAS Institute, Portfolio Management, HypoVereinsbank, HVB
Case studies
Using Project Portfolio Management to Improve Business Value
Many organizations use portfolio management techniques to determine the type of business they want to pursue or what IT project investments to make. Project Portfolio Management PPM incorporates an added dimension to this approach through the use of project management disciplines and ongoing governance to ensure that the project investment...
Tags: Project Portfolio Management, IBM Corp., Project Management, Tools & Techniques, It Operations, It service Management, Management
White papers 2005-04-15
Application Portfolio Management: Building Strategic Business Value
Do more with less: IBM Application Portfolio Management Services. Most companies have amassed an impressive array of applications, new and legacy alike. In many cases, the necessary ROI is not realized from the application portfolio, which can be complex and expensive to support and maintain. As new...
Tags: Portfolio Management, IBM Corp., Roi/Tco, Benefits, Finance, Managerial Accounting, Human Resources
White papers 2003-07-01
Project Portfolio Earned Value Management Using Treemaps
Project portfolio management deals with organizing and managing a set of projects in an organization. Each organization has its own way of managing the portfolio that meets its business goals. One of the main challenges is to track project performance across the entire portfolio in a timely and effective manner....
Tags: Performance, Portfolio, Performance Management, Human Resources, Workforce Management
White papers 2004-07-01
Project Portfolio Management Maturity: A Benchmark of Current Business Practices
The CBP surveyed senior practitioners with knowledge of their organizations' project portfolio management practices and their organizations' business results. Over 90% of organizations are at Level 1 or 2 in project portfolio management maturity, and none are at Level 4 or 5. The survey used PM Solutions' Project Portfolio Management...
Tags: Project Portfolio Management, Project Management, Tools & Techniques, It Operations, It service Management, Management
White papers 2005-06-16
Integrated IT Portfolio Management: A Balanced Approach
As IT portfolios grow in size and complexity, it becomes increasingly important for IT organizations to adopt an integrated discipline that will give them a comprehensive view into their portfolio. IT Portfolio Management, or ITPM, is a thorough discipline that enables organizations to gain greater control of and derive greater...
Tags: Information Technology, Compuware Corp., Strategy, Management
White papers 2006-06-01
Application Portfolio Management: From Assessment to Transformation
This paper introduces the concept, practice and benefits of application portfolio management. The benefits of application portfolio management, including potentially significant cost-savings and operational efficiencies, are especially compelling in light of current economic challenges. Today, businesses in every sector are looking to reduce the cost of operations and, at the...
Tags: Enterprise Application, Application Portfolio Management, Benefits, Enterprise Software, Human Resources, Software
White papers 2003-06-01
Aligning Business Strategy and Gaining Control of Your IT Investments Through Effective IT Portfolio Management
Portfolio Management is enjoying a period of renewed interest on the part of many business decision-makers interested in or needing a holistic view into the organization's spend relative to its investments (assets, projects, systems, innovation research). The overall goal of IT portfolio management is for the organization to invest and...
Tags: Information Technology, IT Investment, SAS Institute, Portfolio Management, Organization, Strategy, Management
White papers
Manage IT resources like you manage your nest egg
The term "portfolio management" refers to more than just personal finances. Portfolio management is also a way to plan, prioritize, and manage the work and assets of an IT department. This series of articles by project management expert Tom Mochal explores the practical considerations involved in implementing a portfolio strategy...
Tags: TechRepublic Inc., Information Technology, Portfolio Management, Project Management, Strategy, Tools & Techniques, It Operations, It service Management, Management
Download resources 2005-03-09
Microsoft Webcast: How Microsoft IT Improved Project Portfolio Selection to Drive Business Value (Level 100)
The attendee of this webcast will learn about the experiences in developing and rolling out a new strategic planning and portfolio management process and tool built on Microsoft Office Project Portfolio Server 2007 across the Microsoft Human Resources HR division. The presenter of this webcast discusses how Microsoft IT and...
Tags: Webcast, Information Technology, Microsoft Corp., Portfolio Management, Digital Media, Strategy, Consumer Electronics, Personal Technology, Management
Webcasts
Get the most out of your IT budget by using portfolio management
By Tom Mochal, PMPThe term portfolio management has typically been applied to managing financial resources in a way that maximizes return and minimizes risk. The term portfolio management can also be applied to the way companies should view their investment decisions. No matter how high your profits are, you still...
Tags: Information Technology, Portfolio Management, Project Management, Tools & Techniques, Strategy, Financial Accounting, It Operations, It service Management, Management, Finance
Download resources 2005-04-28
Achieving IT Operational Excellence: Integrating Project Management, Portfolio Management, and Knowledge Management
Integrating project management, portfolio management and knowledge management has been demonstrated to significantly improve business performance. Join this webcast to see the latest industry-leading solutions available to comprehensively address the challenges of IT project delivery and help guarantee successful outcomes.
Tags: Knowledge, Information Technology, Portfolio Management, Knowledge Management, Strategy, Project Management, Business Intelligence, Tools & Techniques, Enterprise Software, Software, Management, It Operations, It service Management, Data Management
Webcasts
Defining IT Portfolio Management
Business cases for IT investments are now the norm rather than the exception. However, projects are still considered individually as discrete investments. Likewise, there is often a segmentation between new application spending, the realm of project portfolio management PPM, existing application maintenance, the realm of application portfolio management APM, and...
Tags: Financial, Information Technology, Portfolio Management, Forrester Research Inc., Goal, Strategy, Financial Accounting, Management, Finance
Research reports 2004-09-29
Establishing Portfolio Management Governance: Key Components
This paper identifies ideas and concepts that relate to the definition and implementation of a governance mechanism as part of an organization's adoption of portfolio management. This paper does not discuss the specific steps, roles and work products that are needed to implement portfolio management governance, but it is hoped...
Tags: Portfolio Management
White papers 2007-02-01
Microsoft Executive Circle Webcast: Managing Project Portfolios and Allocating Resources
One of the most common challenges organizations face is improving communication and controlling resource utilization over a portfolio of projects. Based on the Microsoft Office Enterprise Project Management EPM platform, the BORN solution integrates all aspects of an organization's methodology and business structure to enable comprehensive project and program management...
Tags: Webcast, Portfolio, Microsoft Corp., Project Management, Tools & Techniques, Team Management, Strategy, Digital Media, It Operations, It service Management, Management, Consumer Electronics, Personal Technology
Webcasts
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