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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