Application Portfolio Toolkit

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Collaborate and engage with the service provider IT teams to review the application maintenance and stability plans for the Application Portfolio to ensure that point of failures are addressed, risks have mitigation/contingency actions identified and problems are resolved.

More Uses of the Application Portfolio Toolkit:

  • Ensure the adherence to the appropriate governance functions relating to the applications in accordance with enterprise guidelines, policies and practices.

  • Ensure you nurture; understand the relationships, dependencies and impact of integrated business functions, core systems, applications and technical platforms.

  • Be certain that your organization develops productive relationships with business leaders across your organization to influence how applications can enable new sources of value.

  • Be accountable for working closely with the Application Portfolio leaders, drive and facilitates effective collaboration and communications between the IT Organization and the business communities.

  • Standardize: net technology, designing and integrating business systems and Software Applications in alignment with Industry Standards and architectural strategy.

  • Confirm your team identifies, evaluate and develops Processes And Procedures that are effective, meet requirements and standards and follow policy and/or risk compliance regulations.

  • Be accountable for ensuring requirements are correctly interpreted and transformed into software solutions that meet the business need.

  • Arrange that your planning assess the interactions and interfaces between applications, databases, and middleware systems to identify and address gaps in functional coverage.

  • Collaborate with the client and internal stakeholders to determine the clients key success metrics and report against on an ongoing basis.

  • Provide advisory sessions to tackle tough challenges in APM, designing processes that help your clients overcome obstacles and achieve organizational success.

  • Arrange that your design develops technical solutions based on the business requirements and functional specifications provided by analysts and determines requirement impact on existing architecture, work Processes And Systems.

  • Develop productive relationships with business leaders and Product Managers across your organization to influence how applications can enable new sources of value.

  • Communicate and establish relationship with affiliates and partner entity leadership with personalized and appropriate and relevant information points with system operational and IT support context.

  • Assure your organization assess product impact by conducting Application Portfolio Gap Analysis, quantitative research into key user behaviors, and Business Process changes in partnership with Product Managers and service owners.

  • Provide update to appropriate leadership on work in progress, work completed, and work planned, and issues potentially impacting the on time completion or quality level of work.

  • Establish that your organization communicates with all parties to resolve system challenges and to perform mentoring and training customers, implementation teams, end users, etc.

  • Confirm your team ensures functional and technical development requirements for application modifications and integrations conform to Application Development standards.

  • Support customer onboarding and work cross functionally with your sales, support, services and partner teams for successful deployment.

  • Be certain that your enterprise participates in and provides significant contribution to all technology based operational activities in support of maintaining the continuity of operations for the Asset Protection Solutions Department.

  • Develop mechanisms to capture knowledge, learnings, and migrations patterns, and to share internally and externally with customers and partners.

  • Evaluate and optimize Quality Assurance and testing to ensure end to end coverage on regression, automation, performance and load test of Application Portfolio.

  • Ensure delivered solutions are realized in time frame committed; work in conjunction with project sponsors to size and manage scope and risk.

  • Support strategic organization initiatives and special projects and drive shift left activities to support resolving user issues with fewer touch points.

  • Ensure that all Business Operations needs are monitored and fulfilled in time for business/department needs through alignment of Service Levels to focused business outcomes, milestones and deliverables.

  • Be accountable for analyzing Application Portfolios, identifying dependencies and common infrastructure platform components, and assessing migration feasibility.

  • Arrange that your project develops a high performing team by increasing the high potential employee mix, ensuring solid Succession Planning, and maintaining long term organizational strategic designs.

  • Make sure that your enterprise provides recommended design modifications / suggestions for procedures and applications, exercises considerable latitude in deciding mission goals.

  • Warrant that your project facilitates the application governance process to gain consensus on a prioritized set of measurable business outcomes that applications must support.

  • Establish that your group provides application management, Vendor Management, and technology leadership across the Application Portfolio, business units and organizations, while communicating and resolving issues and risks.

  • Ensure you assess; recommend alternatives on migrating the Application Portfolio to best align with Business Needs and to optimize maintainability and performance.


Save time, empower your teams and effectively upgrade your processes with access to this practical Application Portfolio Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Application Portfolio related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Application Portfolio specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Application Portfolio Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Application Portfolio improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you take a forward-looking perspective in identifying Application Portfolio research related to market response and models?

  2. The political context: who holds power?

  3. Do you have past Application Portfolio successes?

  4. What are the uncertainties surrounding estimates of impact?

  5. What are your needs in relation to Application Portfolio skills, labor, equipment, and markets?

  6. Looking at each person individually - does every one have the qualities which are needed to work in this group?

  7. Is the Application Portfolio test/monitoring cost justified?

  8. What are the disruptive Application Portfolio technologies that enable your organization to radically change your Business Processes?

  9. Which needs are not included or involved?

  10. Is a follow-up focused external Application Portfolio review required?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Application Portfolio book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Application Portfolio self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Application Portfolio Self-Assessment and Scorecard you will develop a clear picture of which Application Portfolio areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Application Portfolio Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Application Portfolio projects with the 62 implementation resources:

  • 62 step-by-step Application Portfolio Project Management Form Templates covering over 1500 Application Portfolio project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Application Portfolio project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Application Portfolio project team have enough people to execute the Application Portfolio project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Application Portfolio project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Application Portfolio Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Application Portfolio project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Application Portfolio project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Application Portfolio project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Application Portfolio project with this in-depth Application Portfolio Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Application Portfolio projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Application Portfolio and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Application Portfolio investments work better.

This Application Portfolio All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.