Optimizing Corporate Portfolio Management (PDF)

If where an organization allocates its resources determines its
strategy, why is it that so few companies actively manage the
resource allocation process? "Optimizing Corporate Portfolio
Management: Aligning Investment Proposals with Organizational
Strategy" goes beyond platitudes about why you should use corporate
portfolio management (CPM) by offering a practical methodology to
bring this powerful discipline to your organization.

"Optimizing Corporate Portfolio Management" takes an expansive
view of where CPM can be utilized by demonstrating that it can be
used across any business line, product group or functional area,
e.g., IT, R&D, innovation, marketing, salesforce, capital
expenditure, etc. CPM is appropriate anywhere discretionary
investments are being selected and executed. As a result, other
terms used to describe portfolio management such as IT portfolio
management, enterprise portfolio management, and project portfolio
management are all merely subsets or slices of CPM.

The book is written by Anand Sanwal, an expert on CPM, who has
led American Express' CPM discipline (referred to as American
Express Investment Optimization). American Express' CPM efforts are
widely recognized as the most extensive, substantial and
progressive deployment of CPM across any organization. Sanwal
avoids academic theories and consultant jargon to ultimately
deliver pragmatic and proven recommendations on how to make CPM a
reality. The book features a foreword by Gary Crittenden, former
CFO and EVP of American Express, and several case studies from
leading financial services, technology, and government
organizations utilizing CPM. Additionally, the book has received
significant praise from thought leaders at Google, HP, American
Express, The CFO Executive Board, Gartner, Accenture Marketing
Sciences, The Wharton School of Business and many others.