PortfolioStat and CPIC: Working together to Improve IT Investments and Shared Services

Overview of the Workshop:

Government is facing new management challenges. Agencies are facing concurrent demands to reduce IT costs, shorten deployment cycles, and respond to increased scrutiny of capital investments by OMB and the Congress. The federal Capital Planning and Investment Control (CPIC) process must overcome these challenges to enable the successful delivery of new IT capabilities and services. The “new CPIC” must also address the evolving pressures of regulatory requirements including the latest PortfolioStat requirements for completing a high-level IT portfolio survey, establishing a commodity IT investment baseline, submitting plans to consolidate commodity IT and to migrate at least two duplicative commodity IT Services including the use of Federal Strategic Sourcing Initiative (FSSI) solutions such as print management, telecommunication expense management, and wireless devices and services.

At the same time, the growing maturity of the cloud encourages us to use CPIC not only as a process for optimizing investments, but for understanding how investments can be minimized through innovative sourcing strategies. If executives and IT managers are to meet these challenges, they need to analyze and prioritize their enterprises’ IT investment portfolios differently than in the past. This course explores such differences and provides a structured guide to modern investment and value management.

More specifically the Workshop will assist agencies in successfully managing their IT investments and getting ready for their agency’s PortfolioStat. Major aspects of the portfolio management life cycle from pre-select to evaluate are discussed, as well as the importance of governance and oversight to empower executives in planning, monitoring, and tracking investments in a strategically targeted and cost-effective manner. PortfolioStat will be a new tool that agencies use to assess the current maturity of their IT portfolio management process, make decisions on eliminating duplication, augment current CIO-led capital planning and investment control (CPIC) processes, and move to shared solutions in order to maximize the return on IT investments across the portfolio.

Organizations often invest heavily in disparate internal and external assets and initiatives. However it is only through portfolio management that investments can realize their full potential. Properly implemented, portfolio management improves investment and portfolio performance and ensures organizational success.

Speaker and Presenter Information

Instructors: Giovanni Leusch-Carnaroli Director Grant Thornton, Giovanni recently joined Grant Thornton's Global Public Sector Practice. For the past three years, he was the Associate Chief Information Officer (CIO) for Business-Technology Alignment and Governance and Senior Accountable Official for Open Government at the U.S. Department of Transportation. In this position, he was responsible for the strategy, policy, implementation, and oversight of the following IT areas: business planning and governance (which includes investment management, Enterprise Architecture, governance, and policy) and project management and performance (which includes portfolio management, information/knowledge management, continuous service improvement), and more. Giovanni was previously the Program Director, IT Project and Portfolio Services in the Office of the CIO at the Federal Aviation Administration. In this position, he was responsible for all aspects of IT capital planning and investment management; overseeing the development of the agency's IT business cases and IT portfolio; and implementing Earned Value Management and other program management best practices and processes. Giovanni has an undergraduate degree in agricultural economics, multiple master degrees in business administration, IT project management and security management. He is certified as a Project Management Professional (PMP) and also completed the CIO, IT Project Management, Information Assurance, Enterprise Architecture, and E-Government Leadership Certificate Programs at the National Defense University. Matt Carle Manager Grant Thornton, Matt has more than 15 years solving complex information technology problems for both the public and private sector. He has extensive experience in managing business transformation through the integration of investment management and enterprise architecture, supporting the Department of Defense's (DOD's) business transformation efforts for 9 years. He is currently engaged in supporting the enterprise architecture and service management for the Department of the Interior (DOI) and the National Oceanic and Atmospheric Administration (NOAA). Matt is a Certified Information Systems Security Professional (CISSP) and holds an undergraduate degree in history and a master's degree in engineering management from George Washington University. Wei Tang Senior Manager Grant Thornton Wei leads the IT portfolio management practice at Grant Thornton�s Global Public Sector. He has extensive experience in improving the performance of government agencies. He plays a significant role in developing and delivering best practices in the Governance, Portfolio Management, Capital Planning and Investment Control (CPIC), and program management areas. Wei is a Project Management Professional (PMP), a certified Information Technology Service Management (ITIL) professional, Six Sigma Greenbelt (CSSGB), and holds an M.B.A. from the Robert H. Smith Business School at the University of Maryland. Cynthia Sweers Manager Grant Thornton Cynthia has more than 10 years of experience managing projects and over 15 years� experience working in a complex information technology environment for Federal government agencies. Her expertise is the areas of project, program and portfolio management. She implemented portfolio management across the Joint Staff for the warfighting portion of the DOD IT budget and developed a defendable capital investment portfolio that is tied to the Enterprise Architecture for the DOD Military Health System. Cynthia is a certified Project Management Professional (PMP), Six Sigma Green Belt (CSSGB) and holds a bachelor's degree in economics and master's degree in healthcare management. Nick Pavski Director Grant Thornton Nick has over 20 years of information technology management experience in federal government and the private sector. Mr. Pavski has led the development of IT performance management frameworks, IT portfolios as well as enterprise and system architectures, including IT operations architectures based on Information Technology Infrastructure Library (ITIL) best practices. He is also engaged as a technology consultant in support of large system development and integration projects as well as IT and business performance management assignments. His business application experience includes integrated financial and clinical care systems, workforce management and labor forecasting solutions as well as enterprise portal applications and business intelligence. He is currently engaged in supporting the enterprise architecture and service management functions of a major infrastructure services PMO at NOAA, an efficiency and cost-savings program at DOI, as well as a variety of architecture and performance-related assignments that focus on enhancing the business value of information technology investments. He holds a diploma in Engineering Technology from Mohawk College, an IT Service Management (ITSM) certification, and is a certified Project Management Professional (PMP). Potomac Forum, Ltd. has selected Grant Thornton LLP to provide the instructional content for this PortfolioStat and Capital Planning Workshop. The instructors are senior leaders and executives who have extensive experience in working with agencies to develop high performing Information Technology organizations through business case development, financial management, competitive souring and related activities. Each instructor has extensive experience in working with private industry and the government in a variety of related areas. Attendees at previous workshops presented by Grant Thornton have rated our instruction as �excellent� and given the workshops highest ratings for value to the attendee, value to the government and return on investment of time.

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, State Government, County Government, City Government, Municipal Government, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID