• Introduction to HOPEX IT Business Management
  • Presentation of HOPEX IT Business Management
    • Positioning of the HOPEX IT Business Management solution
  • Connecting to HOPEX IT Business Management
    • Connecting to the solution
    • HOPEX IT Business Management Profiles
  • The HOPEX IT Business Management Desktop
    • ITBM Home Page
      • Scope Indicators
    • Enterprise Architect Desktop
  • Preparing the Work Environment HOPEX IT Business Management
    • Defining Enterprise Org-Units
      • Creating an org-unit
      • Specifying org-unit properties
    • Defining Categorization Schemas
      • Data categories
      • Measure Schemes Categorization
    • Defines the Process Categories
• Defining the Strategy
  • Introduction to strategic transformation with HOPEX IT Business Management
    • The HOPEX IT Business Management method
      • Defining the Transformation Strategy
        • Defining the enterprise and its evolution in time
        • Identifying transformation strategic elements
      • Describing the enterprise capabilty for creating value
        • Describing the Architecture of Business Capabilities
        • Describing value streams
        • Describing business capability implementation by the business functions
        • Identifying Exhibited Business Capabilities
      • Describing the Enterprise Architecture
        • Describing the business architecture environment
      • Consulting the transformation roadmap
    • Before starting with the strategic transformation
      • Defining a work context
        • Accessing the list of libraries with HOPEX IT Business Management
      • Using properties pages
      • Importing an Existing Breakdown of Business capabilities
        • Structure of the import/export Excel template of HOPEX IT Business Management
        • Importing the breakdown of business capabilities into an enterprise
        • Building the import file for HOPEX IT Business Management
  • Identifying Strategic Transformation Elements
    • Enterprise Strategic Elements
      • Creating an Enterprise
        • Accessing the list of enterprises with HOPEX IT Business Management
        • Creating an enterprise with HOPEX IT Business Management
      • Enterprise characteristics
        • Connecting the capability map to an enterprise
        • Connecting the value stream to an enterprise
      • Defining enterprise strategic elements
        • Identifying enterprise ends
        • Defining Means
      • Building an Enterprise Diagram
        • Creating an Enterprise Diagram
        • Describing the strategic elements
    • The strategic elements of a transformation phase
      • Defining transformation stages
        • Creating a Transformation Stage
        • Transformation stage properties
      • Defining the strategic characteristics of a transformation stage
        • Defining an enterprise objective
        • Defining Tactics
    • Using performance indicators
      • Describing a Measurable Property
        • Accessing the list of Measurable Properties of a Library
        • Creating a measurable property from a business capability
        • The properties of a Measurable Property
      • Describing a Qualifying Value
        • Accessing the list of Qualifying Values
        • Creating a Qualifying Value from an exhibited business capability
        • The properties of a Qualifying Value
        • Connecting a Measurable Property to a Qualifying Value
      • Using sets of indicators
        • Creating a Set of Constraining Properties from an object of an enterprise
        • Creating a Set of Constraint Values from an exhibited business capability
  • Business capability maps and value streams
    • Describing a Business Capability Map
      • Building the Business Capability Map
        • Creating a business capability map
        • Properties of a business capability map
        • Creating a business capability decomposition tree
        • Creating a business capability map diagram
        • Using the capability compositions
        • Defining business capability dependencies
      • Describing a Business Capability
        • Creating a business capability
        • The properties of a business capability
        • Creating a capability structure diagram
        • Defining the structure of a business capability
        • Defining the business skills and functionalities associated with business capabilities
      • Reports on Business Capabilities
        • Breakdown Report of Business Capabilities
        • Business Capability Map Report
    • Describing value streams
      • Value Stream Example
        • Value Stream representation principles
      • Using Value Streams
        • Accessing Value Streams
        • Creating a value stream
        • Creating a value stream diagram
      • Representing the Value Stream Implementation
    • Describing Functional Coverage
      • Describing the Functionality Map
        • Accessing the list of functionality maps
        • The properties of a functionality map
        • Creating a functionality map
        • Creating a functionality component in a functionality map diagram
        • Defining Functionality dependencies
        • Describing functionalities
        • Creating a Functionality Diagram
      • Describing the Technology Capability Map
        • Accessing the list of technology capability maps
        • Using the technology capabilities
    • Describing the outcomes
      • Connecting an outcome to a business capability
    • Describing component fulfillment
      • Creating Fulfillment of a Business Capability
  • Drawing the Transformation Roadmap
    • Identifying Exhibited Business Capabilities
      • Managing Exhibited Business Capabilities
        • Accessing the list of exhibited business capabilities
        • Creating an exhibited business capability
        • The properties of an exhibited business capability
        • Stages Capabilities Synthesis report
      • Using Assessment for Business Capabilities and their Implementation
        • Creating a business capability assessment
        • Creating an assessment of business capability implementation
    • Describing a Business Architecture Environment
      • Managing a Business Architecture Environment
        • Accessing the list of Business Architecture Environments
        • Creating a business architecture environment
        • The properties of a business architecture environment
        • Creating a business architecture environment diagram
      • Describing a Business Functional Area
        • Accessing the business functional area list
        • The properties of a business functional area
        • Describing a business functional area diagram
        • Managing service points and request points
        • Managing Service Interactions
      • Describing Business Functions
        • Accessing the list of business functions
        • Business properties
      • Describing Business Partners
        • Accessing the business partners list
        • The properties of a business partner
    • Describing an Enterprise Architecture
      • Describing the operating architecture
      • Describing physical solutions
    • Drawing up the Roadmap
• Managing IT Assets
  • Drawing up an Application Inventory
    • Building Application Assets
      • Creating an Application
      • Importing Applications from an Excel file
      • Creating an Application System
        • Prerequisite
        • Creating an application system
        • Adding an application to the application system
        • Aggregation Type
    • Defining the Properties and the Environment of an Application
      • Accessing Application Properties
      • Overview of the application
      • 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
      • 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
      • Prerequisite
      • 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
        • 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 Application Versions
    • Managing Application and Application System Costs
      • Cost Calculation Principles
      • Specifying Application Costs
        • 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 on an application portfolio
    • 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
        • Application portfolio reports
  • Drawing up a Technology Inventory
    • Defining and Validating Technologies
      • Creating a Technology
      • Defining Technology Properties
        • Overview
        • Characteristics
        • Version
        • Application
        • Cost
        • Reports
        • BDNA
        • IT-Pedia
      • Validating a Technology
        • Directly on a technology
        • 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
    • Inventorying Technologies with ITMC Discovery
      • Installing the Module
        • Structure of the module
        • Configuration
      • Retrieving Data Collected by ITMC Discovery
    • Importing Technologies from IT-Pedia
      • Prerequisite Conditions (IT-Pedia Connector V3)
        • Communication and protocols
        • Connection options to IT-Pedia
        • Initializing the list of your technologies in IT-Pedia
      • Importing New Technologies from IT-Pedia
        • Filtering the display of technologies
      • Updating IT-Pedia Technologies Imported into HOPEX
        • Synchronization of deletions in HOPEX and IT-Pedia
      • Normalizing Technologies
      • Reporting Missing Technologies in IT-Pedia
        • Requesting new product from the connector (V3.0 or higher)
        • Following the request
        • Requesting new product via an Excel file (versions prior to v3.0)
      • Displaying IT-Pedia Properties in HOPEX
        • Modifying dates from IT-Pedia
      • Merging IT-Pedia Technologies With Existing Technologies of Your Repository
        • Merging two technologies
      • Technology Automatic Updating and Alerts
        • Defining Update Frequency
        • Subscribing to Alerts
        • Support Alert Report
    • Distinguishing technologies from applications (AI-Driven APM)
      • Prerequisites
      • Application Detection
        • Presentation of the wizard
        • Starting application detection
      • Connecting Applications to Business Capabilities
        • Launching Capability Smart Mapping
    • Defining Technology Life
      • Official Life Cycle
        • Obsolescence risk
      • 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
  • Importing Objects in HOPEX IT Business Management
    • Downloading the Excel Import Template
    • Template description
  • Evaluating Application Assets
    • Describing Inventory Portfolios
      • Creating an Inventory Portfolio
      • Defining Inventory Portfolio Content
        • Portfolio characteristics
        • Inventory
        • Evaluation
        • Reports
      • 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 evaluated applications
        • PGenerating 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
    • Evaluating the Cloud Migration
      • Presentation of the Cloud Migration Questionnaire
      • Questionnaire Content
        • Motivations for moving the application to the Cloud
        • Technical interest
        • COTS Application
        • Saas Version of the COTS application
        • Data breach
        • Service disruption risk
        • Risk of out-of-control budget
        • Technical skills of the migration team
        • Migration effort
    • Portfolio Analysis Reports
      • Reports Embedded in a Portfolio
        • Costs Report
        • Gantt Chart
        • Business Capability Map Breakdown
        • Application Inventory and Dependencies
        • Application Positioning
        • Applications TIME Report
        • Business Capability Breakdown Time Report
        • Business Capabilities Tree Map
        • Software technology support alert
        • Data Category of portfolio Dendrogram
      • SMART Analyses
        • How the SMART analyses work
        • TIME Analysis
        • Cloud Migration Analysis
        • Running a Smart analysis
    • Transforming the Application Portfolio
  • 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 Concepts
      • Generating a Business Glossary
    • Drawing up a Data Inventory in HOPEX IT Portfolio Management
      • Business Dictionary
        • Concept
        • Concept Domain
        • Concept Domain Map
      • Data dictionary
      • Defining Data Categories
        • Importing the module of Categories
        • Accessing the list of categories
        • Indicating the Category of a Data Item
        • Visualizing the data of a data category
      • Importing Data in HOPEX IT Portfolio Management
    • Defining the Data Used by an Application
      • Connecting Data to an Application
      • Analyzing Impact Between an Application and the Data it Uses
      • See in which Applications a Data is Used
    • Assessing the Data Quality in HOPEX IT Portfolio Management
      • Assessing a Data Item
      • Data Evaluation Criteria
        • Completeness
        • Accuracy
        • Consistency
        • Validity
        • Uniqueness
        • Timeless
      • Data Quality Evolution Report
• Project Portfolio Management
  • Introduction to Project Portfolio Management
    • The Scope Covered by PPM
      • Prerequisites for Creating Projects
        • Importing the PPM module
        • Defining project domains
      • Managing Project Demands and Candidate Projects
        • Identifying and documenting demands
        • Assessing demands
        • Validating demands
        • Assessing candidate projects
        • Validating candidate projects
        • Follow-up of ongoing projects
      • Project Portfolio Management
        • Selecting the projects and defining priorities
        • Analyze and arbitrate portfolio projects
    • Roles in HOPEX Project Portfolio Management
  • Defining Enterprise Projects
    • Defining Project Domains
      • Creating a Project Domain
      • Assigning a Domain to Persons
    • Managing Project Demands
      • Demand Management Process
      • Creating a Project Demand
      • Defining the Project Charter
      • Defining the Business Case of a Project
        • Transformation objective
        • Project deliverables
        • Project dependencies
        • Project costs
        • Project benefits
        • Project risks
      • Assigning a Project to Persons
      • Validating or Rejecting a Project Demand
        • Validating a project demand
        • Rejecting a project demand
    • Managing Candidate Projects
      • Candidate Project Management Process
      • Creating a Candidate Project
      • Completing the Candidate Project Definition
      • Validating or Rejecting a Candidate Project
        • Validating a candidate project
        • Rejecting a candidate project
    • Assessing a Project
      • Assessing a Project
      • Assessing the Risks of a Project
    • Follow-up of Ongoing Projects
      • Process for Follow-up of Ongoing Projects
      • Starting a project
      • Specifying the Project Milestones
      • Assessing the Progress State of a Project
        • Updating the project progress
        • Viewing the timeline of a project
      • Putting a Project on Stand-by/Canceling a Project
      • Terminating a Project
    • Project Analysis Reports
      • Reports on the Project Content
        • Project Costs
        • Project and Deliverable Timeline Gantt Chart
        • Project KPIs
        • Project summary
      • Impact Reports for Projects
  • Project Portfolio Management
    • Grouping Projects by Portfolio
      • Portfolio Types
        • Arbitration portfolio
        • Analysis portfolio
      • Portfolio Lines
      • Assigning a Portfolio to Persons
    • Assessing Portfolio Projects
      • Defining Portfolio Assessment Criteria
        • Criteria weighting model
      • Creating a Project Assessment
        • Assessing common criteria
        • Assessing criteria specific to the portfolio
    • Analyzing and Arbitrating Portfolio Projects
      • Creating a Scenario
        • Defining the properties of the scenario
        • Scenario lines
      • Accepting or Rejecting the Project Lines of a Scenario
      • Analyzing and Comparing Scenarios
        • Comparing scenario costs
        • Project deliverables by scenario
      • Analyzing the Road Map for Portfolio Projects
        • Project Gantt chart
        • Roadmap of portfolio project deliverables
      • Analyzing the Project Risks of a Portfolio
      • Dashboard for Portfolio Projects
        • Project bubble chart
        • Project matrix by criteria
        • Summary table for project assessments
      • Analyzing the Impact of Portfolio Projects on the Architecture
• Appendix
  • HOPEX IT Portfolio Management Workflows
    • Application Update Workflow
    • Technology Validation Workflow