System for computer-aided portfolio management and resource allocation using product strategy segments (PSS)

Abstract

System for computer-aided portfolio management and resource allocation in organizations, especially projects, characterized by the following features: • that decision options are assigned to one or more product strategy segments (PSS), • that a target percentage share can be assigned to each product strategy segment, • that a non-deletable standard product strategy segment ("Not assigned") is automatically present, the target share of which is dynamically calculated from the difference between 100% and the sum of the user-defined target shares, • that decision options are assigned to this standard segment by default, unless an explicit assignment is made, • that each decision option has an effort measure as a mandatory field, • that an actual distribution of resources per segment is calculated from the effort values ​​and the PSS assignments, • that a deviation value (gap) is determined and visualized from target and actual distributions, • that, in addition, a prioritization of the decision options is generated using evaluation methods (e.g. Pareto analysis, multidimensional evaluation matrix, Strategic Lens) both across strategies and segments.

Description

Abstract

[0001] The present invention relates to a system for computer-aided portfolio management and resource allocation in organizations. Decision options, particularly projects, are assigned to so-called product strategy segments (PSS), each of which is allocated a target percentage of resources. A non-deletable default segment, "Not Assigned," is automatically created for each organization, the target percentage of which is dynamically calculated as the difference between 100% and the sum of the other segments. The actual resource allocation is determined via mandatory fields for recording project effort and compared with the target percentages. The system calculates deviations (gap), displays target-actual analyses for each segment, and generates prioritized rankings of projects both across and within segments. Technical field

[0002] The invention relates to the computer-aided evaluation, control, and visualization of project and portfolio decisions in organizations. In particular, it relates to the introduction of product strategy segments (PSS) as an independent control level within a portfolio management system. State of the art

[0003] Current state of the art includes methods for project prioritization, often based on scoring or evaluation methods. Systems that globally capture resources are also known. However, a consistent technical implementation is lacking that combines the distribution of projects across predefined strategy segments (buckets) with target values ​​and an automatic residual segment, uses mandatory fields for project size, and seamlessly integrates the results into a prioritization process. Object of the invention

[0004] The object of the invention is to provide a system that enables not only strategic project evaluation but also target-actual-controlled portfolio management, taking into account product strategy segments with dynamic residual calculations. Solution

[0005] This task is solved by a system with the following characteristics: • Every organization has a set of product strategy segments (PSS), each of which can be assigned a target share of resources. • A standard segment “Unassigned” is always present, cannot be deleted, and its target share is dynamically calculated as the difference between 100% and the sum of the other target shares. • Projects must have an effort measure and a PSS assignment as mandatory fields. If the assignment is missing, the project is automatically assigned to the standard segment. • The actual distribution of resources is calculated from the sum of the effort values ​​per segment and compared to the target distribution. • Deviations are shown as a gap value. • Based on evaluation methods (e.g. multidimensional scoring models, Pareto analyses, strategic lenses), rankings of the projects are created - both across all segments and for each segment separately. • The results can be presented in tables and / or graphically. Exemplary embodiment

[0006] The accompanying drawings and explanations show exemplary values ​​for target proportions (e.g., 20%, 65%, 10%) and project effort (e.g., Effort = 5). These values ​​serve solely for illustration and are not to be understood as limiting. The invention encompasses all variations in which target proportions and effort values ​​can be defined variably. Technical effect

[0007] The system's technical effect lies in ensuring a consistent and complete database through the mandatory recording of an effort metric and its automatic assignment to a consistently available standard segment. This enables automated target / actual comparisons, reliable calculation of variances (gap), and the generation of visualizations without manual adjustments. This leads to improved consistency, reproducibility, and automation of portfolio management in database-driven management systems. Advantages of the invention • Transparent linking of project evaluation and resource allocation. • Dynamic residual protection through the standard segment "Not assigned". • The mandatory Effort field prevents incomplete resource allocation. • Direct support for portfolio management through target / actual comparison. • Possibility of flexible visualization and analysis in cross-segment and segment-internal views.

Claims

[1] System for computer-aided portfolio management and resource allocation in organizations, especially of projects, characterized by the following characteristics: • that decision options are assigned to one or more product strategy segments (PSS), • that a target percentage share can be assigned to each product strategy segment, • that a non-deletable standard product strategy segment ("Not assigned") is automatically present, the target share of which is dynamically calculated from the difference between 100% and the sum of the user-defined target shares, • that decision options are assigned to this standard segment by default, unless an explicit assignment is made, • that each decision option has an effort measure as a mandatory field, • that an actual distribution of resources per segment is calculated from the effort values ​​and the PSS assignments, • that a deviation value (gap) is determined and visualized from target and actual distributions, • that, in addition, a prioritization of the decision options is generated using evaluation methods (e.g. Pareto analysis, multidimensional evaluation matrix, Strategic Lens) both across strategies and segments. [2] System according to claim 1, characterized by , that a standard product strategy segment is automatically created when an organization is set up. [3] System according to claim 1, characterized by , that the target percentages can be changed on a user-specific basis, but the total sum of the target percentages must not exceed 100%. [4] System according to claim 1, characterized by , that if the organization of a decision option changes, its assignment is automatically set to the standard product strategy segment of the new organization. [5] System according to claim 1, characterized by, that the prioritization of decision options is displayed separately for each product strategy segment. [6] System according to claim 1, characterized by that the results of the target / actual comparisons and prioritizations are visualized in tabular and / or graphical form. [7] System according to claim 1, characterized by , that the product strategy segments are color-coded to support visualization. [8] System according to claim 1, characterized by , that additional key figures (e.g. risk, resources, costs) can be integrated into the calculation of the target-actual distribution and prioritization.

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