IT 组合管理IT PORTFOLIO MANAGEMENT STEP-BY-STEP: UNLOCKING THE BUSINESS VALUE OF TECHNOLOGY

Information technology (IT) provides inordinate value if applied properly. Identifying and implementing new value and revenue opportunities, while maximizing return based on existing investments is contingent on understanding the entire portfolio of information technology investments. Just as a financial investment portfolio requires constant monitoring and action, the investments a company has, or is making, in IT must constantly be evaluated. This need is evermore heightened in today's demanding regulatory environment. While silver bullet solutions do not exist for difficult problems, IT portfolio management provides a realistic approach to ensuring that investments in technology continue to support the needs of business.
　　Based on the authors' combined professional hands-on IT and financial experience of over thirty years, the unparalleled input and support from an army of individuals from the leading IT market research firm in the area of IT portfolio management, extensive research and case studies from many exemplar companies, IT Portfolio Management Step-By-Step provides the closest thing to a Holy Grail solution—the first complete book ever published that presents a proven, pragmatic, and non-technical approach to simplifying the process of achieving a rationalized and business-aligned IT portfolio.
　　IT Portfolio Management Step-By-Step encapsulates the essential ingredients novices and experts need to build or fortify an existing IT portfolio, including extensive coverage of:
　　The comprehensive five-level IT portfolio maturity model and portfolio metrics
　　Policies, principles, organizational roles, and other governance aspects of IT portfolio management, including linkages to Sarbanes-Oxley and CobiT
　　The IT life cycle and each IT sub-portfolio in their content and context
　　The eight detailed stages and specific tasks of building, step by step, the IT portfolio, replete with realities and lessons learned
　　Coverage of advanced IT portfolio management topics such as Monte Carlo Simulation, the 　　Efficient Frontier curve, Real Options, Analytical Hierarchy Process, Earned Value Analysis, 　　Balanced Scorecard, and Scenario Planning
　　Criteria for selecting an IT portfolio management tool vendor
　　Insight regarding the impact of future trends and technologies on IT portfolio management
　　作者简介：Integrated Systems & Solutions' GeoSpatial-Intelligence Solutions line of business. He is also the Chairman for the annual Strategic & Operational Portfolio Management conference cosponsored by the PDMA and IIR. He has served in management roles for companies that developed the Internet strategy, design and architecture, and systems integration and implementation for many global 2000 companies. He received his MBA from The Wharton School of Business, and was a member of the 1983 Rose Bowl Champion UCLA football team. He lives in Potomac, Maryland with his wife and three children.

Foreword
Overview of the Book
Introduction
Chapter 1: IT Portfolio Management: An Overview
Cha Cha Changes in the Current Environment
Focus on IT Investments
Forming, Norming, Storming: The IT Life Cycle
Does IT Really Matter? The IT Productivity Paradox
IT Portfolio Management 101
Comparison of IT Portfolio Management and Financial Portfolio Management
Value and Risks
Conclusion
Appendix 1A: Selected Firm-Level Studies of IT Returns
Chapter 2: Planning for IT Portfolio Management: Ready, Aim, THEN Fire
Introduction
Baseline Assessments
Organization Readiness
IT Portfolio Management Maturity
IT Portfolio Management Capability Assessment
Stakeholder Analysis
Refining IT Portfolio Objectives
Portfolio Metrics
Chartering the Effort
Task Planning
Communication Planning
IT Portfolio Management Software Selection
Conclusion
Appendix 2A: IT Portfolio Management Maturity Levels
Chapter 3: People and Governance: The Most Important Success Factors of IT Portfolio Management
Introduction
A Demanding Environment
The New Focus for IT: Business
The Business–IT Alignment
IT Governance
CobiT: Managing the Risk and Control of IT
Getting Started
Appendix 3A: Sarbanes-Oxley Compliance Road Map
Appendix 3B: Top Issues Faced by Management
Appendix 3C: Top Issues Mapped to Key Individuals and Governance Bodies
Chapter 4: IT Portfolios and Their Content in Context
Introduction
IT Discovery Portfolio
IT Project Portfolio
IT Asset Portfolio
Conclusion
Appendix 4A: Technology Readiness Levels: Hardware and Software
Chapter 5: Building the IT Portfolio
Introduction
Stage 1: Game Plan
Stage 2: Planning
Stage 3: Creating
Stage 4: Assessing
Stage 5: Balancing
Stage 6: Communicating
Stage 7: Governance and Organization
Stage 8: Assessing Execution
Conclusion
Appendix 5A: Value Categories and Value Factors
Appendix 5B: Risk Categories and Risk Factors
Appendix 5C: Readiness Assessment: Business, Internal, and Operational Diagnostics
Chapter 6: The IT Portfolio Management Market and Industry Provider Assessment Methodology
Introduction
IT Portfolio Software Market
IT Portfolio Software Selection Process
Industry Provider Assessment Methodology
Conclusion
Appendix 6A: Advanced IT Portfolio Software Provider Evaluation Criteria
Chapter 7: Final Thoughts
The Future Vision
Case Studies
Index