Our Portfolio Optimization Process

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  • Recruit Project Participants

  • Develop Project Schedule

  • Review Optimization Approach

  • Present Education and Training

  • Review Case Study Example for Guidance

Step 1: Present Education Orientation on Application Portfolio Optimization

  • Review Application Inventory Field Definitions

  • Scope Initial Effort – Optimization Only or Complete Application Health Check and Optimization

  • Review Initial Application Inventory List

  • Identify Location of Key Documentation

  • Identify System Customers and Developers

Step 2: Assemble Application Inventory Information

  • Gather Process Sources (documents, presentations, sources, etc.)

  • Identify Processes

  • Define Processes

  • Build Process Model (Taxonomy and Definitions)

  • Verify Process Model with Key Or Stakeholder Personnel


  • Use the EACOE Process Model as a “quick start” approach to Portfolio Optimization (EACOE Process Model has approximately 2,000 Process Names and Process Definitions

Step 3: Develop Enterprise Process Model

  • Conduct Documentation Reviews

  • Conduct Developer and Support Interviews (optional)

  • Conduct Customer Interviews (optional)

  • Draft Application Health Check Assessment (if conducting a Health Check)

Step 4: Inventory Applications

  • Review Ratings for Consistency

  • Publish Application Inventory Heath Check Results

Step 5: Document Application Inventory Results

  • Determine Proper Granularity Level for Process Mapping

  • Map Processes to Applications

  • Determine Application that contains “Process of Record”

  • Analyze Mapping

Step 6: Develop Process to Application Relationship Map

  • Define Criteria for Retirement

  • Define Criteria for Optimization – the Characteristics that will Define Optimization

  • Apply Optimization Criteria

  • Identify Candidate Applications for Retirement

  • Map Optimized Applications to Enterprise Processes

Step 7: Determine Applications for Retirement

  • Using the Application Health Check (if developed), Identify Affected Customers

  • Educate and Train Customers in the use of the Optimized Applications

  • Map Candidate Applications for Retirement Against Optimized Applications

  • Determine the Source of Processes that Remain in the Candidate Applications for Retirement, and Determine the Application that can/ will Contain this Process

  • Determine that the Candidate Application for Retirement has no Processes Remaining that are not Contained within the Optimized Applications

  • Define Retirement Process and Sequence

  • Retire Application

  • Recap Massive Savings

  • Deploy Savings to the Architecture Teams to Prevent Future “De” Rationalization

Step 8: Retire Applications