Create Portfolios with Multiple Investment Types
With
Serena Mariner, creating portfolios with many
different types of investments is as easy as organizing
files on your hard drive. Mariner helps you capture
all the competing sources of demand, roll them up
into a summarized view and compare to total capacity
and allows you to enter resource and budget requirements
by month, quarter or year.
Portfolio Analysts can use Mariner to track
the health and status of the IT portfolio.
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Prioritize and Select the Best Investments
When
demand exceeds supply, organizations need a portfolio
approach to help them select the best mix of investments.
With Mariner analytical tools, you'll identify the
right mix of investments for today, and have the
flexibility to revisit your decisions to ensure past
investments are still appropriate for the portfolio.
Shared access to a central repository eliminates
the "keepers of the data" syndrome and
allows users to conduct their own analysis. Unlike
many solutions that rely on third-party reporting
or business intelligence tools for analysis, Mariner
allows you to quickly drill down from all query results
and charts to detailed portfolio information, compressing
analysis time from days to minutes.
Evaluate the Impact
of Portfolio Decisions
Understanding
the sequencing of investments is crucial to maintaining
an achievable portfolio. With Mariner's time-phased
financial rollups, you'll see instantly whether you
have the staff and budget needed to take on that new
investment and, more importantly, the ability to investigate
the alternatives.
Key Features:
Ad hoc analysis — portfolio
analysts will spend less time gathering data and
more time analyzing the portfolio. And, because the
analytical tools run in real time, analysts can drill
down to up-to-date details within seconds.
Approval workflow — streamlines
execution and collaboration. Audit trails ensure
decisions can always be tracked back to their source.
"What if" and scenario planning — develop
and investigate multiple alternative portfolios using
single mouse clicks to add and subtract investments.
The results can be saved and compared with other
scenarios, plans, baselines and actual results.
Key Benefits:
Balance spending — Through
simple categorization and analysis, Mariner highlights
the difference between operation and development
spending, helping you to strike the right balance.
Eliminate duplicate and off-strategy investments — Using
Mariner's analysis and charting tools, portfolio
managers are able to quickly identify duplicate and
off-strategy investments.
Manage by exception — Mariner
summarizes key metrics from the integrated project,
resource and financial management capabilities to
deliver advanced warning and drill-down access for
immediate course correction.
An Integrated Solution
Portfolio Management is not just about selecting the investments that offer the highest return. It's also about operational execution — ensuring the right resources with the right skills are available to deliver the investment. That's why the Portfolio Management capabilities of Mariner are completely integrated with robust Project Management, Resource Management and Financial Management functionality.
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