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This report looks at how enterprises should conduct ongoing assessments of their application portfolio, planning capability against business functional needs, and determining plans (on a lifecycle basis) for application assets.


  • Make an inventory of all application assets – this should include off-the-shelf packages, in-house development, and end-user oriented tools. Identify obvious duplications and redundancies at application level, and review software licensing and maintenance contracts.
  • Establish some governance rules for application decisions, such as what are the guidelines for deploying new applications, who can approve, and what assessments must be undertaken?

Features and Benefits

  • Establish the business, technical, and financial metrics that will be used to assess the application portfolio.
  • For each application, define a transformation plan – options for modernizing, migrating, replacing, and/or retiring.
  • Undertake regular health checks of major enterprise applications – ensure costs/usage remain aligned with business objectives.

Key questions answered

  • Are my organization's application assets aligned with our plans and strategy, going forward?
  • What new applications do we need, and do we need to refresh or retire existing applications?
  • How can PPM tools help to analyze the application portfolio's suitability and sustainability?

Table of contents


  • Introduction
  • Download 1: Rationalizing the Application Portfolio

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