Description

A focused course, tailored for you

The Portfolio Manager's Course on Rationalizing Applications When Legacy Sprawl Threatens Budget

Turn chaotic app inventories into a clear, business-aligned roadmap that saves money and gains executive support.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Your team spends weeks hunting for spreadsheets, outdated architecture diagrams, and scattered cost reports, while senior leaders ask for a single view of the portfolio. The lack of a unified source of truth forces duplicate effort, missed de-commission windows, and costly license renewals that bleed the budget.

Stakeholders from finance, security, and operations each maintain their own lists, creating contradictory data that stalls decision making. When audit season arrives, the fragmented evidence set triggers questions, delays approvals, and erodes confidence in your governance process.

What you walk away with

Produce a single, up-to-date application inventory with business value scores.
Prioritize rationalization candidates using a data-driven scoring matrix.
Create a governance cadence that delivers quarterly portfolio updates.
Generate ready-to-present executive decks that justify investment decisions.
Establish a reusable evidence repository for audit and compliance checks.

The 12 modules

Module 1. Mapping the Current Landscape

Collect and normalize all existing application data into one view.

Module 2. Defining Business Value Criteria

Set the metrics that determine each app's strategic importance.

Module 3. Cost Attribution and License Hygiene

Allocate true cost of ownership and identify redundant licenses.

Module 4. Risk and Security Assessment Basics

Score applications on security exposure and compliance burden.

Module 5. Building the Scoring Matrix

Combine value, cost, and risk scores into a single rationalization tool.

Module 6. Stakeholder Alignment Workshops

Facilitate structured sessions to capture business owner input.

Module 7. Prioritization and Roadmap Design

Translate scores into actionable phases for retire, consolidate, or invest.

Module 8. Governance Cadence Setup

Create a repeatable quarterly review process with clear owners.

Module 9. Executive Communication Pack

Build a concise deck that tells the story of savings and risk reduction.

Module 10. Audit-Ready Evidence Pack

Assemble the documentation needed for compliance checks.

Module 11. Change Management Playbook

Plan communication and training for teams affected by rationalization.

Module 12. Continuous Improvement Loop

Embed feedback mechanisms to keep the inventory accurate over time.

What you get with this course

A populated application inventory template with sample data.
A business value scoring worksheet.
A cost attribution checklist.
A risk and security assessment matrix.
A combined rationalization scoring matrix.
Stakeholder workshop agenda and facilitation guide.
Quarterly governance cadence calendar.
Executive presentation deck template.
Audit-ready evidence pack checklist.
Change management communication plan.
Continuous improvement feedback form.
Implementation playbook tailored to your environment.

Before and after

Before

You juggle multiple spreadsheets, outdated architecture diagrams, and scattered cost reports, while finance and security maintain separate lists. When audit requests arrive, you scramble to assemble evidence, and leadership questions the reliability of your portfolio data, leading to delayed decisions and unnecessary spend.

After

You operate from a single, live application inventory linked to a scoring matrix that drives quarterly roadmaps. Governance meetings run on a fixed cadence, executive decks showcase clear savings, and audit teams receive a ready evidence pack, enabling confident, data-driven decisions.

Who it is for

A portfolio manager who owns the application landscape, runs quarterly review cycles, and coordinates cross-functional data pulls. They spend most of their time consolidating spreadsheets, aligning business owners, and presenting spend rationales to leadership, needing a repeatable method to turn chaos into a strategic plan.

Who this is NOT for. This is not for someone who needs a basic introduction to what an application portfolio is.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal scaffolding effort.

Why $199 is the right number

A half-day consultant typically charges $2K-$5K for the same scope, a generic compliance course costs $800-$2K, and building the solution yourself can consume 60+ hours. At $199 you get a complete method, templates, and a custom playbook that delivers immediate ROI.

FAQ

Do I need prior experience with portfolio tools?

No, the course starts with data collection methods you can apply with Excel or any database you already use.

Will this work for a mixed cloud-on-prem environment?

Yes, the scoring matrix and evidence pack handle any deployment model.

How long will the implementation playbook take to be ready?

It is delivered within 24 hours of purchase, customized to your current data landscape.

Can I reuse the templates for future cycles?

All artefacts are designed for repeatable quarterly updates without additional customization.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.