Portfolio Management
Portfolio – a collection of products, services, or brands that are offered for sale to a customer in order to achieve diversification and balance.
- Build Current State
- Detailed business analysis & Competitive landscape analysis
- Define Future State To Ensure Long Range Profits
- Correct product mix to match company strategy
- Possible growth platforms to launch new offerings.
- Determine how the financial and corporate strategy will link in with the Portfolio Strategy
- Execute
- Develop detailed plans and implement
- Sample analysis steps in defining portfolio strategy
- Map revenues, customers, and gross margin to market segments
- Conduct detailed ABC analysis of revenue generation activities
- Determine cost to serve models “prune” unprofitable customers or move them into a different line segment
- Interview key customers and management personnel
- Assessment of Industry attractiveness
- Economic analysis
- Barriers to entry
- Competitors
Portfolio Discussion
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