• 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
    • Analyzing the impact of the applications asset transformation on the data used
  • Connecting to HOPEX IT Portfolio Management
    • Prerequisite: Importing the APQC Libraries
    • Connecting to the solution
    • HOPEX IT Portfolio Management Profiles
      • IRM Functional Administrator
      • Application Portfolio Manager
      • Application Owner
      • Chief Technology Officer
      • Technology Portfolio Manager
      • Financial Controller
      • Business User
      • IT Owner
      • Data Asset Manager
• Functional Administration
  • Preparing the Work Environment HOPEX IT Portfolio Management
    • Defining Enterprise Org-Units
      • Creating an org-unit
      • Specifying org-unit properties
    • Describing Enterprise Sites
    • Defining Business Lines
    • Defining Business Processes
    • Defining Business Capabilities
      • Presentation
      • Creating a business capability
      • Creating a global business capability map
      • Creating the diagram of a business capability map
      • Defining the components of a business capability
      • Defining business capability dependencies
      • Generating a Business Capability Treemap on an Application Portfolio
    • Defining Life Cycles
      • Life cycles supplied by default
      • Creating new life cycles
•  Drawing up an Application Inventory
  • 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
  • Defining the Properties and the Environment of an Application
    • Accessing Application Properties
    • Application Characteristics
      • Application identification
      • Other characteristics
    • Defining Application Functional Scope
      • Connecting a functionality to the application
    • Assigning an Application to Persons
    • Specifying the Technologies of an Application
    • Attaching Documents to an Application
    • Specifying Data Exchanged With Other Applications
    • Describing a Scenario of Application Flows
    • Specifying the Risks Associated with an Application
    • Generating an Application Environment Report
      • Application Environment Graph of an application
      • Application Exchange Graph for a set of applications
  • Defining the Properties and the Environment of an Application System
    • Accessing Application System Properties
    • Application System Characteristics
      • Responsibilities
      • Application system Gantt chart
    • Describing a Scenario of Application System Flows
    • Evaluating Application Systems
  • Defining Application Life
    • Viewing Application Life (Gantt Chart)
      • Gantt Chart Report
      • Initializing the life of the object
      • Updating the dates of the object life
      • Accessing properties of a time period
  • Managing application installations
    • 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 Application Costs
  • Evaluating Application Criticality
    • Application Evaluation Criteria
    • Direct Assessment
    • Assessment By Campaign
      • Prerequisites for data assessment
      • Creating assessment campaigns
  • List of Analysis Reports Available on Applications and Application Systems
    • Application and Application System Embedded Reports
    • Reports Applicable to a Set of Applications
      • Instant reports
      • Dashboard reports
      • Application portfolio reports
• Drawing up a Technology Inventory
  • Defining and Validating Technologies
    • Creating a Technology
    • Defining Technology Properties
      • Characteristics
      • Version
      • Application
      • Cost
      • Reports
      • BDNA
    • Validating a Technology
      • At technology creation
      • On demand
    • Defining a Technology Stack
      • Creating a technology stack
      • Specifying its properties
      • Conflicts between a technology stack and its components
  • Importing Technologies from BDNA
    • Presentation of the BDNA Connector
      • Use Case in HOPEX ITPM
      • Prerequisite Conditions
      • Scope of BDNA Connector
    • Importing new Objects from BDNA
      • Technology types
      • Vendors
      • Technologies
    • Displaying BDNA properties in HOPEX
    • Merging BDNA technologies with existing technologies of your repository
      • Merging two technologies in HOPEX
      • Merging technologies on BDNA import
      • Modifying the BDNA Identifier of a technology in HOPEX
    • Updating BDNA Objects Imported into HOPEX
    • Technology Automatic Updating and Alerts
      • Defining Update Frequency
      • Subscribing to Alerts
      • Support Alert Report
  • Importing Technologies from IT-Pedia
    • Presentation of the IT-Pedia Connector
      • Use Case in HOPEX ITPM
    • Prerequisite Conditions
      • Importing the IT-Pedia Connector V2
      • Exchange options betwwen Hopex and IT-Pedia
    • Importing New Technologies from IT-Pedia
      • Filtering the display of technologies
    • Displaying IT-Pedia Properties in HOPEX
    • Merging IT-Pedia Technologies With Existing Technologies of Your Repository
      • Merging two technologies
    • Updating IT-Pedia Objects Imported into HOPEX
    • Technology Automatic Updating and Alerts
      • Defining Update Frequency
      • Subscribing to Alerts
      • Support Alert Report
  • Defining Technology Life
    • Official Life Cycle
    • Technology Life Cycle within the Organization (Gantt Diagram)
      • Analyzing the life cycle of a technology and the applications that use it
    • Technology Support Alert
      • Viewing the support alert of a technology
      • Support Alert report
  • Managing Deployments of Technologies
    • Versions and Deployments
    • Consulting Technology Deployments
    • Creating a Technology Deployment
    • Creating an Deployment Usage Context
  • Managing Costs of Technologies
• Managing the Data Used in the Application Assets
  • Introduction to Data Management in HOPEX IT Portfolio Management
    • Scope
    • Profile Associated with Data Management
  • Creating a Business Glossary in HOPEX IT Portfolio Management
    • Consulting Term Definitions
    • Creating Terms
    • Generating a Business Glossary
  • Drawing up a Data Inventory in HOPEX IT Portfolio Management
    • Business Dictionary
      • Concept
      • Business information area
      • Business information map
    • Data dictionary
    • Defining data categories
      • Importing the category solution pack
      • Accessing the list of categories
      • Indicating the category of a data
      • Visualizing the data of a data category
    • Importing Data in HOPEX IT Portfolio Management
  • Data Responsibility in HOPEX IT Portfolio Management
    • Business Roles Associated with Data
    • Defining Who is Responsible for a Data Item
  • Defining the Data Used by an Application
    • Connecting Data to an Application
    • Defining an Application as “Golden Source”
    • Defining an Application as “Golden Copy”
    • Analyzing the Impact of an Application on the Data Used
  • Assessing the Data Quality in HOPEX IT Portfolio Management
    • Assessing a Data Item
    • Data Evaluation Criteria
      • Completeness
      • Accuracy
      • Consistency
      • Validity
      • Uniqueness
• Evaluating Application Assets
  • Describing Inventory Portfolios
    • Creating an Inventory Portfolio
    • Defining Inventory Portfolio Content
      • Portfolio characteristics
      • Inventory
      • Evaluation
      • Reporting
    • Collecting Data for a Set of Applications
      • Principle and prior conditions
      • Request completion of data via an assessment questionnaire
      • Entering data for an application via a questionnaire
    • Generating the Business Capability Map of a Portfolio
  • Defining Portfolio Assessment Criteria
    • Using Existing Criteria
    • Creating a New Criterion
    • Defining Criterion Aggregation Rules
    • Evaluating Applications on Portfolio Criteria
      • 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 the application code of a portfolio with CAST Highlight
    • Prerequisite Conditions
      • Entering the CAST Highlight customer ID
      • Identifying yourself as the first user (Functional Administrator)
      • Declaring other users in CAST Highlight
      • Establishing the connection between HOPEX and CAST Highlight
    • Launching a Code Analysis Campaign
    • Launching the Code Analysis
  • Analyzing an inventory portfolio
    • Accessing Embedded Reports in a Portfolio
  • Transforming the Application Portfolio
    • Creating a Project in ITPM
    • Defining Project Applications
      • Life of the application in the transformation project
    • Describing a Transformation Portfolio
• Appendix - HOPEX IT Portfolio Management Workflows
  • Financial Update Workflow
  • IT and Business Update Workflow
  • Technology Validation Workflow
  • Technology Financial Update Workflow