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Managing Investments as a Portfolio

Enterprise Investment Management Lyn Kelly Primavera ProSight Account Executive 561 267-7547 lyn.kelly@prosight.com. Managing Investments as a Portfolio. Project Portfolio Management*. Application Portfolio Management*. IT Governance*. New Product Development. Compliance Management*.

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Managing Investments as a Portfolio

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  1. Enterprise Investment ManagementLyn KellyPrimavera ProSight Account Executive561 267-7547lyn.kelly@prosight.com

  2. Managing Investments as a Portfolio

  3. Project Portfolio Management* Application Portfolio Management* IT Governance* New Product Development Compliance Management* Marketing Asset Management Web UI and Security Infrastructure My Portfolios Process Guidance Business Program Management Enterprise Architecture* Service Levels and Contracts Leases and Buildings The Uses of ProSight Portfolio Management • Strategic Planning • Corporate Initiatives • Budgeting • KBO’s and strategy • Investment Planning • Propose, prioritize, select • Alternatives analysis • Optimization • Governance • Progress tracking • Business process • Guidance built-in • Incremental process impv’t • Enforcement • System of Record • Data Integration / Collection • Real-time, on-line access • Communication / Visibility • Collaborative, role-based usage • Execs to knowledge workers Portfolio Management Platform

  4. Program Management Reported successful project completion rate of 88% and determined each percentage point was worth about $2M in actual business benefit. AAA of Northern California, Nevada & Utah Capital Planning ProSight Portfolios has made the process of making business cases more empirical. It gives us more analytical capability and helps us change how we invest, so it's easier to determine investments that are similar and those that can be merged or reduced. U.S. Department of Health & Human Services Innovation Management We have gained a more proficient ability to choose and manage the technology investments that provide the most value to the organization. From a strategic standpoint, we now have the means to define the importance of each investment based on R&D’s objectives and communicate this information to the entire organization. From a financial perspective, ProSight Portfolios will facilitate comprehensive financial analysis of the R&D investment portfolio, resulting in the selection of investments with a higher potential ROI. DaimlerChrysler Corporation Enterprise Architecture Architecture creates value by promoting consistency across business processes, applications and infrastructure, where it makes sense to do so. ProSight has allowed us to get a organization-wide view of our applications, which translates into $1.6M worth of business value per 100 IT applications. MetLife Benefits of ProSight’s Investment Management Solutions Solution Customer Benefit / Quote Customer

  5. Real Property ProSight helps improve their strategic investment decisions around resource allocation and maintenance, understanding the total cost of ownership over the lifecycle of its IT and property investments. Use of ProSight’s product has helped move the agency from LOB to corporate management of the agency’s assets. They also are able to rebalance its portfolios as the needs of veterans change. U.S. Department of Veteran’s Affairs IT Projects ProSight is the ‘one stop shop’ for the enterprise to organize, track, prioritize & manage projects. Integrated systems, removed redundancies, consolidated documents, and added metrics. Hershey Foods Corporation Applications Management Reduced nondiscretionary IT expenses from $400M to $200M, Saved $20M in application spend over 3 year period and Eliminated 17% of its applications. CNA Insurance Marketing Our data is aggregated into meaningful information, has streamlined the planning process and our marketing missions are better aligned with the organization’s goals. AARP Security Management ProSight’s Fast Track for FISMA & Privacy Compliance enables the IT department to manage its portfolio of systems/weaknesses, standardize and simplify the process, as well as significantly decreases the time spent on reporting. Additionally, this solution improved the overall security management of the agency by incorporating weakness prioritization, resource utilization, remediation scheduling, and forward progress demonstration capabilities in a single, Web-based system. This allowed the CISO and other IT executives to see an overall picture of the FDA’s IT security posture and adjust resources accordingly. U.S. Food & Drug Administration Benefits of ProSight’s Investment Management Solutions Solution Customer Benefit / Quote Customer

  6. Your Process

  7. Scorecards Dashboards Workbooks Optimize Forms Investor Maps SQL Server, Oracle Risk Mgt. Systems Config. Mgt. Systems Project Mgt. Systems Documents ProSight Portfolios Infrastructure • Decision-Support • Project & Resource Mgt. • Governance • Information Repository • Visualization • Analytics & Indicators • Collaboration • Optimization ProSight Portfolios System of Record PfM Platform Enterprise Integration (as required, via Web Svcs., API, etc.) Help Desk Systems ERP, Financial Systems Asset Mgt. Systems Patented in USA; International Patents Pending

  8. Inventory Existing Applications Propose New Applications Evaluate New and Existing New and Existing Transform As Appropriate On-going Governance Fast Track for Application RationalizationSimplified Process

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