Portfolio Optimization: Meeting Proceedings
The February 2003 Global Benchmarking Council conference on Portfolio Optimization generated great discussion on tactics for improvement. Some common tactics of leading companies include utilizing additional services to improve margins, driving growth and decreasing capital requirements. The meeting offered a new approach to prioritization when linking projects to business strategy. The meeting report includes anecdotes, lessons learned, select slides, quotes, group discussions, insights, key take-aways, organizational progress assessment and a list of attendee-recommended resources.
Featured Case Studies included the following:
- Best Practices, LLC shared its findings on superior portfolio management.
- Implementation Edge provided an overview that outlined ideal structures and requisite skill for effective portfolio management, with specific examples drawn from major companies.
- Los Alamos shared their challenges and successes in launching portfolio and project management in a diverse research environment constrained by limited funding.
- Duke Energy delivered a presentation on the role of strong brands and portfolios in re-establishing consumer and investor confidence post-Enron.
- Peppers & Rogers offered a different perspective, shifting from product to customer portfolio management.
- Teradata provided a detailed case study of its transformation to align its portfolios with vertical markets and its sales force with selling enterprise solutions.
Members and guests then divided into smaller groups for more in-depth discussion and exchange on topics of interest, including:
- The impact of government regulations on portfolio management
- Portfolio-driven partnerships, mergers and acquisitions
- Leveraging special interest groups and diagnostic tools in extending portfolio reach
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GBC Conferences > 2003 > Feb 2003: Portfolio Optimization
Industries Profiled:
Energy; Defense; Research; Professional Services; Computer Hardware; Pharmaceutical; Computer Software
Companies Profiled:
Duke Energy; Los Alamos National Laboratories; Implementation Edge; NCR; GlaxoSmithKline ; Devonshire International; Peppers & Rogers; Pharmacia Biotech; Teradata
Special Offer: If you purchase Best Practice Database document(s), you will have 30 days from the date of purchase to apply some or all of the cost of the document(s) toward the cost of a Full Access Individual, Pharma, Group or University Membership. Write us at DatabaseTeam@bestpracticesllc.com or call J.B. Barrow at 919-767-9229 if you have any questions.
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