Description

A focused course, tailored for you

The Portfolio Manager's Course on Rationalizing Apps When Legacy Sprawl Threatens Delivery

Turn endless spreadsheet juggling into a clear, business-aligned application roadmap that frees budget and speeds delivery.

Stop spending Friday evenings reconciling duplicate app lists while leadership questions the credibility of your portfolio.

$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

You spend weeks each quarter stitching together data from SharePoint lists, ticketing tools, and spreadsheets to answer the leadership board’s “what’s our app count?” question. The same legacy systems appear in multiple reports, owners are unclear, and every new request triggers a manual reconciliation that stalls the roadmap.

When the quarterly budget review arrives, the lack of a single source of truth forces you to guess spend, risk, and redundancy, leading to over-allocated budgets and missed delivery commitments. The audit team flags inconsistent data, and you spend additional hours rebuilding evidence for compliance, while your team’s capacity is drained by repetitive data-collection work.

What you walk away with

Create a single, authoritative application inventory that updates automatically.
Prioritize apps using a cost-benefit matrix aligned to business outcomes.
Produce a quarterly evidence pack ready for finance and audit reviews.
Define clear ownership and lifecycle stages for every application.
Communicate a data-driven rationalization plan that secures leadership approval.

The 12 modules

Module 1. Mapping the Current Landscape

Gather and consolidate app data from disparate sources into a unified view.

Module 2. Defining Ownership and Governance

Establish RACI roles and decision rights for each application.

Module 3. Standardizing Data Attributes

Create a common taxonomy for cost, risk, and business value fields.

Module 4. Building the Cost-Benefit Matrix

Apply scoring criteria to rank apps against strategic objectives.

Module 5. Identifying Redundancy and Consolidation Opportunities

Spot overlapping functionality and quantify savings.

Module 6. Designing the Rationalization Roadmap

Sequence migration, retirement, and investment decisions across quarters.

Module 7. Creating the Quarterly Evidence Pack

Assemble ready-to-present artefacts for finance and audit stakeholders.

Module 8. Establishing Ongoing Update Cadence

Set up a repeatable process for quarterly data refresh and review.

Module 9. Communicating the Business Case

Craft executive-level narratives that tie rationalization to outcomes.

Module 10. Managing Change and Stakeholder Buy-In

Apply techniques to align product owners and finance on the plan.

Module 11. Measuring Success and KPIs

Define metrics to track cost savings, risk reduction, and delivery speed.

Module 12. Embedding the Method into PMO Processes

Integrate the rationalization workflow into existing governance cycles.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Mapping the Current Landscape , exactly the chaos you face when data lives in SharePoint, ticketing tools, and separate spreadsheets.

Module 5 covers Identifying Redundancy and Consolidation Opportunities , precisely the overlap you discover when multiple owners submit similar business cases.

Module 7 covers Creating the Quarterly Evidence Pack , the exact deliverable you need for the finance review that currently forces you to rebuild slides each quarter.

What you get with this course

A populated application inventory template with 30 common fields.
A RACI matrix worksheet pre-filled with stakeholder roles.
A cost-benefit scoring guide and calculation sheet.
A redundancy identification checklist.
A quarterly evidence pack outline with slide templates.
A migration and retirement roadmap canvas.
An executive briefing deck template.
A KPI dashboard mock-up for cost and risk tracking.
A change-management communication playbook.
A governance cadence calendar.
A decision-matrix worksheet for investment prioritization.
A ready-to-use intake form for new app requests.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, pre-populated inventory template and RACI worksheet ready for immediate use.

Week 1: first draft of the quarterly evidence pack and cost-benefit matrix shared with finance lead.

Month 1: recurring quarterly review cadence live, with a complete dashboard and governance calendar demonstrated to leadership.

Before and after

Before

Your current state is a patchwork of SharePoint lists, ticketing system exports, and separate Excel files. Data is duplicated, owners are unknown, and every audit request forces you to re-compile evidence, causing missed deadlines and endless manual effort.

After

After the course, you maintain a single, authoritative application register that refreshes each quarter. Ownership is clearly mapped, evidence packs are pre-assembled for finance and audit, and you run a predictable quarterly review cadence that drives strategic decisions with confidence.

What happens if you do not address this

If you ignore this now, the next budget cycle will arrive with no consolidated view, forcing senior leadership to request ad-hoc data pulls. The audit committee will flag missing evidence, and your credibility as the portfolio steward will be at risk, potentially jeopardizing future funding.

Who it is for

A hands-on IT Portfolio Manager who owns the application inventory, runs quarterly business case reviews, and coordinates with product owners, finance, and security to keep the portfolio aligned with strategy. They work in fast-moving enterprises, rely on ad-hoc tools, and need a repeatable method to rationalize apps without endless spreadsheet churn.

Who this is NOT for. This is not for someone who needs a basic introduction to what an application inventory 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 data-reconciliation effort.

Why $199 is the right number

A half-day consultant would charge $2-5K for the same scope, a generic portfolio certification runs $800-2K, and DIYing the process often consumes 60+ hours of work. At $199 you get a complete method, artefacts, and a custom playbook for a fraction of the cost and time.

FAQ

Do I need prior experience with portfolio tools?

No, the course walks you through mapping data from any tool you already use.

Will the templates work with our existing spreadsheets?

Yes, all artefacts import easily into Excel or Google Sheets formats you already have.

How long will it take to see a usable inventory?

You will have a draft inventory after the first two modules, typically within a week of work.

Is the course suitable for a small team without a dedicated PMO?

Absolutely, the process scales down to a handful of owners and still delivers a clear roadmap.

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.