Implementation of Strategic Portfolio Management (SPM) solutions
Service description
The implementation of SPM solutions is a comprehensive process of transforming an organization towards conscious, integrated, and data-driven management of a portfolio of initiatives, applications, systems, and projects. Our service consists of designing, configuring, and launching an SPM system that supports strategic decision-making, resource management, and monitoring of achieving business goals.
Service objectives
- Ensuring full visibility and control over the portfolio of strategic initiatives
- Enabling effective prioritization and selection of projects
- Integrating strategy, project, budget, and resource management
- Automating portfolio reporting and analytics
- Increasing organizational maturity in project and strategy management
- Real-time data insight and assessment
Scope of services
1. Pre-implementation analysis
- Diagnosis of the current initiative management model
- Identification of process and technological gaps
- Determination of business needs and functional requirements
2. SPM solution design
- Target portfolio management model (processes, roles, governance)
- Mapping strategic objectives to portfolio structures
- Design of the functional and integration architecture of the tool
3. Selection and configuration of the SPM system
- Support in selecting an SPM solution (e.g., Alfabet)
- System configuration in terms of:
- Prioritization of initiatives
- Project lifecycle management
- Schedules, resources, budgets, and risks
- Dashboards and strategic reports
- Integration with existing systems
4. Implementation and testing
- Data migration
- Conducting acceptance tests
- Production implementation
5. Training and adoption
- Training for business users and administrators
- Instructional and e-learning materials
- Post-implementation support
6. Optimization and development
- System usage audit after 2–3 months
- Recommendations for improvements and extensions
- Possibility of developing additional features
Benefits for the organization
- Alignment of initiatives with strategic objectives
- Linking projects, systems, and applications to business objectives
- Ability to measure the impact of initiatives on strategy implementation
- Support for management by objectives
- Better management of the project and initiative portfolio
- Central repository for all initiatives, programs, and projects
- Prioritization of projects according to value, risk, and alignment with strategy
- Support for initiative lifecycle management
- Integrated approach to IT architecture and portfolio management
- Combination of enterprise architecture view with portfolio management
- Enabling IT rationalization (reduction of duplicate systems, costs)
- Identification of dependencies between applications, processes, data, and projects
- Advanced analysis and reporting
- Ready-made and configurable dashboards for management, PMO, IT department
- Ability to model “what-if” scenarios
- Analytics to support investment and transformation decisions
- Faster decision making
- Real-time data insight
- Workflow and initiative assessment automation
- Reduction of manual work in collecting data from various sources
- IT cost and investment optimization
- Better planning of project and operating budgets
- Ability to identify inefficient initiatives and costly IT areas
- Full application and service lifecycle management
- Compliance, security, and governance
- Support for corporate governance
- Regulatory compliance tracking
- Ability to create and enforce IT and business policies
- Scalability and adaptation to the organization
- Flexible data models – adaptability to the specifics of the company
- Support for multiple entities, countries, and languages
- Integration with other systems (ERP, PPM, ITSM, BI)
- Support for interdepartmental collaboration
- Shared knowledge repository for IT, strategy, PMO, finance
- Better understanding of interdependencies and influences
- Facilitated change management and communication between teams
- Increased organizational maturity
- Introduction of SPM and EA best practices
- Automation of portfolio processes
- Foundation for advanced digital transformation management models
Security and compliance
- Best practice implementations
- Access security and compliance with legal requirements and regulations (e.g., GDPR, KSC)
- Configuration of permissions and user activity tracking
Who is it for?
- Large and medium-sized organizations with a high degree of design complexity
- Large and medium-sized organizations managing multiple applications
- Companies undergoing digital transformation
- Organizations implementing management by objectives, agile portfolio, or strategic PMO
OUR REFERENCES

Nicolaus Copernicus University in Toruń wholeheartedly recommends ATERIS SA to other organizations seeking comprehensive support, consulting, and training in the area of process management using ICT tools, particularly in the assessment and formulation of recommendations regarding desired changes aimed at process improvement.

The contract involved the implementation of the ARIS tool, which the company uses for business process management, (…) documentation of IT systems, analysis of operational risks, classification of information, including documents, and definition of performance indicators. At the same time, an Employee Portal was implemented within the company. The firm also provided (…) maintenance services. ATERIS S.A. is a contractor worthy of recommendation.

ATERIS SA configured, implemented, and maintains a server with ARIS software from Software AG. The service is delivered in the form of cloud computing within the infrastructure managed by ATERIS SA



