HOPEX IT Portfolio Management
Introduction to HOPEX IT Portfolio Management
Governance with HOPEX IT Portfolio Management
Application and technology inventory
Application and technology evaluation
Transforming application and technology assets
Connecting to HOPEX IT Portfolio Management
Connecting to the solution
Profiles of HOPEX IT Portfolio Management
Functional Administrator
Application Portfolio Manager
Application Owner
Chief Technology Officer
Technology Portfolio Manager
Financial Controller
Business User
IT Owner
Interface Presentation
Workspace and profiles
Presentation of space common to all roles
Functional administrator space
Application Portfolio Manager space
Application owner space
Technology Portfolio Manager space
Technology Director space
Functional Administration
Preparing the Work Environment
Accessing the Work Environment
Defining Enterprise Org-Units
Creating org-units
Specifying org-unit properties
Describing Enterprise Sites
Defining Business Lines
Defining Business Processes
Defining Business Capabilities
Creating a corporate business capability map
Creating the business capability map of a portfolio
Creating a business capability
Business capability properties
Defining Life Cycles
Life cycles supplied by default
Creating new life cycles
Inventory of Applications
Building Application Assets
Creating an application
Creating an Application System
Prerequisite
Creating an application system (as portfolio manager)
Adding an application to the application system
Aggregation Type
Filling in the properties of an application
Accessing Application Properties
Application Characteristics
Defining Application Functional Scope
Connecting a functionality to the application
Specifying Technologies
Attachments
Specifying Data Exchanged With Other Applications
Creating a message flow with business data
Defining a business data
Specifying the risks associated with an application
Consulting the Application Environment Report
Defining Application System Properties
Accessing Application System Properties
Application System Characteristics
Responsibilities
Application system Gantt chart
Evaluating Application Systems
Defining Application Life
Viewing Application Life (Gantt Chart)
Gantt Chart Report
Specifying Object Life
Creating an object life
Updating the dates of the object life
Accessing properties of a time period
Defining and Managing Technologies
Creating a Technology
Accessing Technology Properties
Characteristics
Applications
Cost
Wall
Generates reports
Importing Technology information from BDNA Technopedia™
Validating a Technology
At technology creation
on demand
Managing Deployments
Applications and Installations
Consulting Application Installations
Creating an Application Installation
Creating an Installation Usage Context
Analyzing Application Life Cycle and Installations
Creating an Application System Installation
Application System Installation Contexts
Defining Application System Software Installations
Managing Application Versions
Managing Versions
Unlocking an application
Managing Application and Application System Costs
Cost Calculation Principles
Specifying Costs Components
Creating a cost line
Creating a fixed expense
Modifying a periodic expense
Application System Costs
Specifying a Currency
Analyzing Costs
Evaluating Application Criticality
Evaluation Criteria
Creating an Assessment Measure
Evaluating Application Assets
Describing Inventory Portfolios
Creating an inventory portfolio
Defining Inventory Portfolio Content
Portfolio characteristics
Inventory
Evaluation
Generates reports
Generating the Portfolio Business Capability Map
Defining Transformation Portfolio Criteria
Using Existing Criteria
Creating a New Criterion
Defining Criterion Aggregation Rules
Evaluating Portfolio Applications
Accessing applications to be evaluated
Generating a PDF or Excel evaluation data file
Generating an instant report on evaluation data
Portfolio costs report
Using Timelines
Creating a timeline
Defining timespots
Dating a timespot
Analyzing an inventory portfolio
Accessing Reports Available for a Transformation
Transforming an application portfolio
Describing a Transformation Portfolio
Creating a Transformation Portfolio
New portfolio
Transforming an inventory portfolio
Creating a Sub-Portfolio
Defining Transformation Portfolio Content
Portfolio characteristics
Transformation
Evaluation
Generates reports
Defining Transformation Portfolio Criteria
Defining a timeline
Defining Initiatives
Creating an Initiative
Creating an initiative from an application
Initiative name
Defining Initiative Characteristics
Specifying decision-making information
Specifying timespots
Specifying Initiative Life
Initializing initiative life
Updating object life from an initiative
Modeling Initiative Costs
Assessing Initiatives
Using Scenarios
Creating a Scenario
Accepting or Rejecting Scenario Initiatives
Analyzing Scenarios
Validating a scenario
Analyzing a transformation portfolio
Accessing Reports Available for a Transformation
Example of Scenario Comparison Report
Importing Technology information from BDNA Technopedia™
Presentation of the BDNA Connector
Use Case in HOPEX ITPM
Prerequisite Conditions
Scope of BDNA Connector
Object correspondence
BDNA properties in HOPEX
Using the BDNA Connector
Importing new data
Technology types
Vendors
Technologies
Updating Existing Data
Automatic Updating and Alert
Automatic Update
Defining Update Frequency
Subscribing to Alerts
Support Alert Report vérifier
Appendix - HOPEX IT Portfolio Management Workflows
Application Portfolio Management Workflow
Financial Update Workflow
IT and Business Update Workflow
Technology Validation Workflow
Technology Financial Update Workflow
HOPEX IT Portfolio Management
Technology Financial Update Workflow
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