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 Process design covers all the processes required to implement a sustainable
EPfM solution. This includes design of the criteria-based framework
for decision-making, data collection and management procedures and
governance processes to institutionalize the criteria-based decision-making
implementation. Process design is tailored to each client, and includes
the following:
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Portfolio architecture – Design of
a framework to codify the structure of the portfolio, which
can include multiple business dimensions, hierarchies and
stages/gates etc. Advanced frameworks can include multiple
portfolio management applications.
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Criteria specification – Identification
and definition of the decision criteria, with particular
emphasis on clear and objective descriptions that reduce
perceptual bias during data collection.
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Scorecard design – Definition of the
structure and weights of criteria and portfolio elements and
constraints, using a consulting methodology enabled by the
GenSight® software, to capture and codify the client’s
decision-making mindset.
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Visualization design – Design
of data driven graphical frameworks that support decision
making, with particular emphasis on generating insight
among users such that organizations can build consensus for
action around important yet complex issues.
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Optimization criteria – Definition
of the goals and constraints to be used in portfolio optimization.
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Workflow design – Design
of the web-based Intelligent Forms (iForms) and associated
business rules for information access rights, decision
authority, notification and reporting. This includes definition
of data requirements for each type of portfolio element (that
can differ by stage, type etc.) and identification of sources
of this data within the organization (which can be by individual,
role, department or from an external system).
See Also
 Decision Excellence Methodology
Implementation
Support
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