Agenda
       •    Overview of Portfolio Management
       •    Value of Portfolio Management
       •    Challenges
       •    Rego Keys to Success
       •    Questions
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       Rod Bolin, PMP
        Is a functional consultant for Rego Consulting supporting Change 
            Management, Training and Clarity support for various clients.  
        He has implemented, trained on or Used Clarity (ABT Workbench), Oracle 
            PPM (Formerly Primavera PPM), Planiview, and Microsoft Project. 
        Rod is certified in ITIL Service Strategy and ITIL Foundations
        Has conducted PMP Certification Classes at Kennesaw State University 
            Continuing Education in Kennesaw, GA.  
        Rod is married with two teenage daughters (17 and 14) and lives in Powder 
            Springs, GA
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       Jennifer Scarlato
        Is a Senior Solution Consultant with Rego Consulting. 
        She has been implementing project portfolio management solutions and 
            setting up governance frameworks for more than 9 years.  
        Jennifer works closely with large and small organizations to define and 
            automate business processes, implement enterprise-class solutions such as 
            CA Clarity PPM, and provide strategic guidance on best practices when 
            implementing a Project Management Office.  
        The past 6 years, Jennifer has focused on successfully implementing CA 
            Clarity PPM in organizations that are trying to improve their overall project 
            portfolio management maturity. 
        Jennifer is a subject matter expert on core CA Clarity PPM functionality 
            including resource management, project management, portfolio 
            management and financial management.
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       Overview Of Portfolio Management
       •    Portfolio management helps an organization decide which investments to 
            start, continue, discontinue, or postpone.
       •    Provides the ability to balance the different portfolios and efficiently 
            allocate funds 
       •    Understand resource needs within the portfolios and determine if there is 
            capacity to execute the desired portfolio investments
       •    Understand the balance of investments against a corporation’s strategic 
            goals
       •    Prioritize investments within a portfolio 
       •    Apply different scenarios within a portfolio based on different prioritization 
            objectives, or increase/reduction in available funds
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           DISCUSSION 1
                   How many of you are actively using Portfolio 
                                         Management Today?
                               What challenges are you facing?
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