Integrating Financial Metrics with Tech Portfolio Management: An Introduction
SoftEd SoftEd
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 Published On Sep 26, 2024

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In this webinar, we delved into the art and science of aligning an organization's technological initiatives with its financial goals. We will explore how Lean Portfolio Management (LPM) serves as a critical framework for this integration, ensuring that IT investments and activities are not only technologically sound but also financially viable and strategically aligned.

Discussed the dynamics of financial and IT collaboration, examining how modern tooling, strategic planning, and agile methodologies can be harmonized to create a cohesive, value-driven approach. From establishing shared metrics and dynamic investment reviews to leveraging predictive analytics for budgeting and capacity planning, this session provides an overview for professionals looking to blend financial acumen with technological expertise.

We will focus on:
● The Fundamentals of LPM: Gain insights into how Lean Portfolio Management can be used as a framework for aligning IT projects
with financial objectives, ensuring that technology investments
contribute to overall business value.
● An Introduction to Integrating Financial and IT Data: Explore
strategies for integrating real-time financial data with agile IT
management, enhancing decision-making and financial transparency
in technology projects.
● Incremental Funding and Dynamic Budgeting: An introduction to agile
budgeting and funding models that adapt to the evolving nature of
technology projects, ensuring that financial resources are allocated
efficiently and effectively.
● Create Shared Metrics for IT and Finance: Discover how to develop
and utilize shared performance metrics that resonate with both
finance and IT departments, facilitating a common language for
measuring success and ROI.

This was crafted to furnish attendees with practical insights and actionable strategies for bridging the often-siloed worlds of finance and IT. Whether you're a CFO looking to understand the nuances of technology investments or an IT leader aiming to align your projects with financial goals, this session will get you started with the concepts to foster a more collaborative and effective approach within your organization.

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