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Optimize Your Corporate Growth Key strategies for risk reduction

Intelligent Business Management


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Managing The bottom line How are you measuring up against your growth strategies?

Financial executives play a direct leadership role as key strategists in shaping their organization. A CFO is expected to foster growth from multiple

1 in 4

CFOs did not have enough information to

lines of the business. A portfolio solution allows

predict the performance of their business.

the CFO to analyze the cost and benefits of these

- Accenture 2013 CFO Survey

growth strategies against budgets and resources. To

successfully

manage

risk,

standardized

methods for capturing real-time data and ensuring mitigation strategies are in place is vital. Enterprise Portfolio Management (EPM) provides the visibility required at all levels of the organization to ensure an optimal portfolio.

92% of failed initiatives

traced the failure to poor planning, unclear objectives,

and

inadequate

resources.

-PricewaterhouseCoopers, 2013, CFO Agenda

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Appropriate risk management solutions range from simple Excel worksheets that allows users to monitor available resources to more complex enterprise tools such as Microsoft Project Server, which enable the organization to perform what-if scenarios and sophisticated resource assessment based on business drivers and their consensus-based priorities.

-Portfolio management: How to innovate and invest in successful projects, Dr Shan Rajegopal

Top cited reasons why Portfolio Management efforts fail zzLack of visible trends in data

zzDifficulty showing portfolio progress

zzRoles and responsibilities are unclear

zzLack of consensus across the organization

zzBusiness cases are seen as an approval hurdle

zzInability to agree on measures of success

-Portfolio management: How to innovate and invest in successful projects, Dr Shan Rajegopal

Survey of over 1,000 CFOs and senior finance executives rating their company’s visibility zzNo Visibility: Lack of visible information needed to predict performance

zzLow Visibility: Too little information available to monitor performance

zzMedium Visibility: Had half the information needed to indicate overall performance

4% 24% 54%

-Accenture Study, 2013

Benefits of using Enterprise Portfolio Management (EPM) zzEffective use of budget zzDelivery of projects with real business value zzReturn on Enterprise Management Solution investment

cost per project reduced 37% redundant projects dropped by 78% ROI occurred within 7.4 months -IDC Survey, 2011

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The power of EPM

Prioritize and manage everything in your organization

The CFO is now expected to be a key strategist and leader, help the CEO and the rest of the executive team shape overall strategy and direction, and act as an agent of change who can instill a performance-driven culture throughout the company. - Accounting Principles Making the right decisions requires access to

source of the truth.

precise information at the right time. Many

The

organizations manage their initiatives using

face today is putting an Enterprise Portfolio

homegrown Excel spreadsheets, with out of

Management (EPM) solution in place that allows

date data, and without any certainty as to

the necessary visibility. To ensure confident, data

whether resource adjustments have made their

driven investments, and impartial decisions, a

information inaccurate.

CFO needs to know the risks, investment return,

No one understands the value of effective

and break down of benefits. Working with

portfolio management better than a CFO. In

executives across organizations, the Arbutus

order to make data driven decisions in real time,

Solutions team has developed tools for CFOs

the information within a strategic portfolio must

that resolves the issue of visibility – providing a

be current and centralized, offering a single

single source of the truth for decision making.

Intelligent business management

unanticipated

problem

organizations


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Single source of the truth Visibility of initiatives and resources is critical if a CFO wants to make decisions in real-time. Arbutus Solutions uses Microsoft technologies, to create a collaborative environment where the management of initiatives can all occur in one place. This design enables real-time decision making, eliminates duplication of effort, and ensures accuracy of information.

Sample Executive Dashboard of initiatives within an organization

By providing data in an easy to use interface, CFOs are given insight into the trends that let them proactively impact the success of a growth strategy. They can set governance standards for initiatives, track accountability, and provide an audit trail that highlights trends – reducing risk over time.

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Our Company Our department was decentralized, we needed to streamline our processes and found that an out-of-the-box solution wouldn’t work. We needed someone to understand what we wanted to achieve and Arbutus Solutions was the right choice. They were flexible, understood our issue, and we got a client-focused product, not a cookie cutter answer. -Vikram Chadalawada, Project Manager NGSIS, University of Toronto

Arbutus Solutions where

on the Microsoft Partner Advisory Council. Our

inefficiencies related to portfolio management

solutions allow CFOs to reduce administrative

exist. Our staff, experienced veterans with over

overhead, manage risks effectively, and align

25 years of demonstrated success, take pride

corporate strategy to drive consensus on

in finding unique solutions to help you achieve

the ground. The tools we implement ensure

your corporate vision.

governance

We are a boutique consulting firm specializing

complied with.

in Microsoft solutions that minimize the time-

Our clients generally see a return on investment

to-value for realizing strategic investments.

in less than four months of putting a solution in

This is our focus, and our staff have become so

place.

We

deliver

business

improvements

proficient that senior members of the team sit

Intelligent business management

is

consistent,

repeatable,

and


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Drive business strategy

Do more with less

Your corporate strategy drives the initiatives that

Reporting based on Key Performance Indicators

are put in place at your organization. It is essential

(KPI) has been shown to drive consensus and

to align the work on the ground with the higher

optimize the portfolio. Our tools provide an

level vision, to ensure that your organization is

easy-to-use interface for CFOs to analyze KPIs

working on the right projects at the right time.

impacted from resource and budgetary changes.

Change management

Improved risk management

A critical component of portfolio success,

Setting governance standards for the intake and

change management, is often overlooked. Our

execution processes, together with ensuring

management tools focus on providing traceability

an audit trail based on accountability, will drive

to highlight impacts to success.

compliance with your best practices and reduce risk over time.

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Our Team It’s very important to me that we are an open and honest organization. Our client relationships are long-term; we take the time to understand our client’s vision and work collaboratively to ensure success.” - Michael Patrick, Vice President, Business Solutions Integrating an Enterprise Portfolio Management

organization’s operational efficiencies. Arbutus

(EPM) system empowers your organization

Solutions provides the expertise to seamlessly

to

integrate your business processes to technology

manage

its

multiple

growth

strategies

simultaneously.

solutions. We help you gain data-driven insight in

At Arbutus Solutions, our purpose is to help

order to set your organization’s priorities, predict

your organization meet its objectives. We offer

when an initiative is becoming a negative impact,

a holistic approach from start to finish. Our

and confirm that resources are optimized. In

commitment to realizing your strategic vision

short, we help you put first things first.

begins with consultations by seasoned experts

Portfolio management consulting, Microsoft

in portfolio management using investigative

technology

workshops to determine your needs and

support: Arbutus Solutions helps you setup

priorities. Our consultants will then design

Enterprise Portfolio Management from inception

unique solutions in order to maximize your

to delivery.

Intelligent business management

implementation,

maintenance,


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Graeme Byrne

Ray Letts

Michael Patrick, MBa

Vice President, Project Delivery

Vice President, Technology

Vice President, Business Solutions

With

over

experience management

25

years

in

operations

and

of

business

Ray

combines

professional an

IT

his

diverse

experience

developer,

Michael has the unique ability

as

to take an executive’s vision

business

and design a flexible solution

consulting, Graeme has held

and systems consultant, and

that

executive positions in various

organizational manager, in his

desired business value.

corporations across

strategic approach.

Michael is a recognized industry

North

As Vice President of Project

executive in public sector and

with the development groups

Delivery,

prioritizes

government for over 30 years.

at

designing the optimal solution

In his role as Vice President,

participates

for the client. He manages all

Technology, Ray coordinates

engagements with the Project

of our project delivery teams

the technical aspects of project

Management Institute (PMI),

nationwide including project

delivery, hosting, support, and

Microsoft Project Conference,

managers,

technical staff development.

and Project World.

and

as

an

leader.

He

Microsoft

business analysts.

Intelligent business management

works

the

He

developers,

worked

provides

America and Europe. Graeme

has

directly

directly

and

regularly

in

speaking


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Clients Arbutus Solutions set us up to be self-sufficient. They were not working on a model to force us to go back to them, and they didn’t try to make the project bigger then it needed it to be. It was refreshing to work with someone who had our interests at heart. In the future if we need help we would certainly contact Arbutus Solutions. - Rod Millar, Director, Enterprise Portfolio Management Office, AESO

How we work

Industries

We serve our clients by advising on best practices in portfolio management and crafting solutions that solve their specific business problems. Our

Construction

Energy

Oil & Gas

Retail

Education

Utilities

Health

Public Sector

Professional Services

success stems from working with your internal Subject Matter Experts to realize your strategic vision, then collaborating with you through every stage of the implementation. It’s our goal to help you achieve your desired portfolio management maturity, create a selfreliant atmosphere, and commit our support as your vision evolves.

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Improve your ability to make decisions in real time

ArbutusSolutions.com

Intelligent business management


Intelligent Business Management


Arbutus Solutions