Business Analysts

JULY 19, 2023

by Business Analysis, In the last blog in this series, we introduced the concept of Agile Portfolio Management as an effective way of assisting companies in the management of their multiple initiatives. In this blog we will delve further into what is Portfolio Management.

Portfolio Management 52

Portfolio Management Agile Business Analysis Business Analysis 52

Cprime

DECEMBER 13, 2024

Strategic Portfolio Management (SPM) connects business strategy with execution by managing portfolios of initiatives, resources, and investments. Resource Utilization: Measuring how well time, talent, and finances are allocated. Portfolio ROI: Evaluating returns from strategic initiatives compared to investment.

Portfolio Management 52

Portfolio Management Enterprise Architecture Innovation Government 52

Monday

APRIL 6, 2021

Strategy portfolio management is a way to keep things from sliding. Lucky you, because strategy portfolio management is kind of our thing — and we’d love to walk you through it. What is strategy portfolio management? You’ll often hear about portfolios in the context of finance. Still with us?

Portfolio Management 52

Portfolio Management Project Management Finance Business Intelligence 52

Leading Agile

FEBRUARY 5, 2024

Today, we’re exploring what it looks like to transform the way your company finances itself in a new, agile world. But you can’t just wave a magic wand and expect the finance team to forget everything they know and start trusting that you’ll deliver what you say you’re going to deliver based on just a wink and a handshake.

Finance 77

Finance Agile Government Design Thinking 77

Cprime

OCTOBER 23, 2023

Vincerion brings a wealth of experience implementing new portfolio management models that align technology investments directly to strategic business objectives and shift to product-driven portfolio management models that accelerate growth and revenue.

Portfolio Management 52

Portfolio Management Digital Transformation Agile Digital 52

Business Analysts

JULY 19, 2023

by Business Analysis, In the last blog in this series, we introduced the concept of Agile Portfolio Management as an effective way of assisting companies in the management of their multiple initiatives. In this blog we will delve further into what is Portfolio Management.

Portfolio Management 40

Portfolio Management Agile Business Analysis Business Analysis 40

Astera

NOVEMBER 1, 2023

The role of data warehousing in finance is indispensable. It serves as the foundation of modern finance operations and enables data-driven analysis and efficient processes to enhance customer service and investment strategies. A data warehouse is the heart of this operation.

Data Warehouse 52

Data Warehouse Finance Data Quality Banking 52

Cprime

MARCH 21, 2024

Why is robust portfolio management important in Enterprise Architecture Management? – Robust portfolio management within EAM prioritizes IT projects based on their potential value, ensuring resources are allocated efficiently and IT investments are closely aligned with business priorities.

Enterprise Architecture 81

Enterprise Architecture Portfolio Management Digital Transformation Finance 81

Analysts Corner

OCTOBER 17, 2023

Finance: In finance, correlation is used to analyze the relationships between different assets, such as stocks, bonds, and commodities. Understanding these relationships helps investors diversify their portfolios, manage risk, and make informed investment decisions.

Healthcare 130

Healthcare Portfolio Management Finance Visualization 130

Cprime

FEBRUARY 13, 2024

– Lean Budgeting is a modern financial management approach that emphasizes flexibility, collaboration, and value-driven resource allocation, aligning perfectly with the dynamic needs of modern enterprises. Why do finance and Agile teams often face challenges in collaboration? Cross-functional teams require fixed capacity funding.

Finance 52

Finance Agile Innovation Planning 52

Watermark Learning

AUGUST 26, 2021

Although today most of the BRMs work with IT as the service provider, the BRM role is equally effective for other provider services, such as HR, finance, marketing, human services, manufacturing, external service providers, etc. They are often integrated into the IT strategy and planning efforts. BRMs by any Other Name. Implementing BRM.

Finance 98

Finance Portfolio Management Project Management Innovation 98

Analysts Corner

OCTOBER 17, 2023

Finance: Financial institutions can use data mining to analyze financial data , identify trends and patterns, and develop strategies to improve profitability, manage risk, and optimize resource allocation. Applications include credit risk assessment, portfolio management, and algorithmic trading.

Data Mining 130

Data Mining Retail Healthcare Portfolio Management 130

Cprime

MAY 8, 2024

Unanticipated risks at the Portfolio level are obstructing progress due to reliance on inaccurate, manually created metrics that obscure the real issues. Integrating an ITFM tool with an EAM framework like LeanIX provides a holistic view of IT finances that is crucial for strategic decision-making. and a somewhat long learning curve.

Agile 105

Agile Enterprise Architecture Finance Planning 105

Cprime

FEBRUARY 25, 2022

ATTENTION VPs of Finance, Portfolio Managers, and executives. As a result, finance pros can spend less time struggling with reporting at the right level and more time with the books. First, though, let’s briefly consider how and why funding presents a challenge for many organizations as they pursue enterprise agility.

Agile 98

Agile Portfolio Management Finance Planning 98

Insight Software

SEPTEMBER 9, 2021

Industry veteran with extensive experience in ERP and enterprise software to lead global product strategy and portfolio management for high-growth leader in financial reporting and EPM software. Most recently, Schommer served as the Senior Vice President of Product Management for Epicor, a leader in industry-specific ERP software.

Portfolio Management 52

Portfolio Management Finance Product Management Product Management 52

Agilemania

NOVEMBER 2, 2021

A SAFe Agile certification teaches you the skills of Lean Portfolio Management and Lean finance to make decisions based on economics and estimation. Improves decision making at the organizational level. Decision-making during crunch situations is a critical skill. Seamless Delivery.

Agile 98

Agile Portfolio Management Planning Vision 98

Agilemania

DECEMBER 15, 2022

Taking a step back from the program level, businesses establish a business strategy for numerous products at the portfolio level. However, at the level, that plan involves decisions about finance and governance, in addition to creating a portfolio vision, developing strategic themes, and creating a portfolio backlog.

Product Management 98

Product Management Product Management Vision Agile 98

Cprime

MARCH 26, 2024

How does Strategic Portfolio Management (SPM) address challenges in TBM? The alignment of Finance and IT is more crucial than ever. This article is largely based on our recent webinar, “Strategic Synergy: Uniting Finance and IT through TBM”. Click here to watch the webinar on demand at your convenience.

Enterprise Architecture 52

Enterprise Architecture Portfolio Management Agile Innovation 52

Cprime

FEBRUARY 16, 2021

One of the most exciting things to emerge from SAFe recently is the increasing clarity about how enterprise finance becomes a vocal, active, and engaged participant in the move to scaled agility. Within the context of finance and agile reconciliation, organizations may also need to shift their ideas about how agile teams forecast.

Agile 52

Agile Portfolio Management Finance Project Management 52

Cprime

NOVEMBER 21, 2022

In this phase, the organization has adopted Agile at scale in one business group and is looking to expand it to other departments and supporting functions (like HR, Marketing, Finance, etc.) The Portfolio level has been developed and matures as they align on portfolio strategy, vision, and supporting roles.

Agile 98

Agile Planning Portfolio Management Vision 98

Monday

SEPTEMBER 29, 2022

The software a company uses for finances shuts down. As an example of an unexpected change, let’s imagine a small tech company left in a lurch when the software they use for billing and finances unexpectedly shuts down. Project portfolio management template.

Portfolio Management 52

Portfolio Management Project Management Supply Chain Planning 52

Agile Velocity

OCTOBER 16, 2023

Beyond Budgeting and HR While their discussion zeroes in on budgeting and finance, it drops hints about two other critical pieces of the organizational agility puzzle: Human Resources, aka People Ops, and performance evaluation. These teams focus on delivering value and encourage collaboration, trust, and transparency.

Agile 97

Agile Innovation Finance Portfolio Management 97

Sisense

JANUARY 22, 2021

A particularly profitable outcome achieved by Broadridge is the use by its portfolio managers of ML analytics to forecast the best portfolio positions.

E-Commerce 52

E-Commerce Embedded Analytics Portfolio Management Retail 52

Monday

MARCH 3, 2021

However, when it comes to project management, you can pretty much pick your industry: construction, architecture, software, health care, law, finance, energy, and so on. If you are considering project management, check out monday.com! Start with one of our project management templates now. Still not convinced?

Project Management 52

Project Management Portfolio Management Planning Finance 52

Monday

MAY 4, 2021

What does an asset manager do? Many asset managers have a background and education in finance or accounting. Beyond the basic tools, asset and investment managers need an all-in-one solution to store their sheets, slides, docs, and keep tabs on every asset under management. The post What is asset management?

Portfolio Management 52

Portfolio Management Digital Visualization Vision 52

Vitality Chicago

JUNE 24, 2021

Agile Finance. SAFe Lean Portfolio Management. Enterprise Coaching. Agility in the Enterprise. Enterprise Product Ownership. Foundations of DevOps. Implementing DevOps. Agile Marketing. Agile Programming. Agile Talent. Agile Testing. Certified LeSS Trainer. Large Scale Scrum . Licensed Agile Coach. Licensed Agile Coach.

Agile 79

Agile Project Management Business Analysis Business Analysis 79

Watermark Learning

AUGUST 26, 2021

Other roles that may want to consider moving into a BRM role or utilizing the skills of a BRM to advance their own professional skills include: senior project managers program managers portfolio managers enterprise architects external service providers senior business analysts business architects representatives of shared services organizations such (..)

Project Management 40

Project Management Portfolio Management Finance Business Analysis 40

Cprime

APRIL 4, 2023

Finance The Lean-Agile methodology can help finance teams streamline operations and increase efficiency by implementing continuous improvement, collaboration, agile budgeting, value stream mapping, and data-driven decision-making. They could rapidly change course when needed.

Agile 52

Agile Healthcare Banking Project Management 52

Cprime

APRIL 19, 2021

Nowadays, there is a high possibility of getting massive amounts of data, which increases the finance department’s chances of getting swamped. Our agile solutions include lean portfolio management, agile transformation, safe solutions, and agile for hardware. Efficiency.

Agile 52

Agile Planning Portfolio Management Finance 52

Leading Agile

MARCH 23, 2022

How do you go up into Portfolio Management? How do you go up into investment management, that kind of a thing? And then so the same guy, Brian Sondergaard, ended up coming in working for him in his dev organization and we just started doing some really cool stuff with Agile program portfolio management.

Business Architecture 143

Business Architecture Agile Project Management Government 143

MindsMapped

JULY 22, 2020

Common Industries are Finance, Healthcare, Insurance, Logistics, Oil and Gas, Real Estate,Tele-Communication and Travel(Open ended please add to the list). Combining the two roles into one person means in addition BA will be accountable for scope ,schedule, cost and managing the implementation until deployment. Portfolio Management.

Business Analysis 75

Business Analysis Business Analysis Business Intelligence Business Intelligence 75

Cprime

NOVEMBER 21, 2022

In this phase, the organization has adopted Agile at scale in one business group and is looking to expand it to other departments and supporting functions (like HR, Marketing, Finance, etc.) The Portfolio level has been developed and matures as they align on portfolio strategy, vision, and supporting roles.

Agile 52

Agile Planning Portfolio Management Vision 52

Astera

MAY 13, 2024

These are some uses of hierarchical aggregation in a few industries: Finance: Evaluating financial data by transaction, account type, and branch. These platforms support complex data aggregation and analysis tasks across finance, operations, and marketing. Some of these features include reporting tools, dashboards, and data modeling.

Supply Chain 52

Supply Chain E-Commerce Healthcare Data Quality 52

Agile Velocity

DECEMBER 4, 2023

At this level, let’s say that it is those pillars that exist between engineering, product, strategy, and finance. Can you speak about AOP and how you tactically manage it in a tool like Jira Adam Mattis: Quick answer, you don’t, right? Jira is not meant to manage an annual operating plan.

Planning 40

Planning Agile Portfolio Management Finance 40

Agile Business Consortium

JANUARY 29, 2021

Taking the next step in this and creating one organizational backlog, connecting the strategy from the boardroom to the operational teams through Agile Governance and having one way of portfolio management. These part are: the Finance Department and the Risk Department. One is the connection to HR in organizations or better PD.

Agile 52

Agile Banking Innovation Portfolio Management 52

Cprime

MARCH 12, 2024

This visibility allows them to understand the impact of their spending decisions on the overall company finances and encourages them to think more critically about their IT investments. When cost center owners have clear visibility into how their budgets are being allocated and spent, it fosters a sense of ownership and responsibility.

Planning 52

Planning Monitoring Innovation Predictive Analytics 52

Smart Data Collective

FEBRUARY 14, 2023

There are many other reasons AI and big data technology is changing finance. One of the biggest is that more financial institutions are using predictive analytics tools to assist with asset management. What are the different types of assets in your portfolio that predictive analytics can help manage?

Predictive Analytics 331

Predictive Analytics Portfolio Management Artificial Intelligence Finance 331