Highlights software configuration for application portfolio assessment tool using saleforce.com platform, force.com

1. Application Portfolio
Assessment Tool
Force.com Configuration Overview
by Skip Roncal
02/2013

2. Objective
Provide application portfolio analysts with
data driven tool to catalog existing
applications, and assess their fit for
Force.com Platform

3. Desired Features
Manage Internal and External Portfolios
Catalog Applications by Function and Process Area
Capture Financial Metrics
Capture High-Level Process Flow
Capture Stakeholder Interview Notes
Workflow for Completion and Approval Processes
Analytics

4. Use Case Narrative
Project Team imports or inputs portfolio applications
and categorizes each by function and process area
Project analyst interviews stakeholders and documents
application details including initial cost, reoccurring
maintenance, data and process models, integration
summary, etc
Project analyst makes recommendations for moving to
new platform or maintaining existing asset

5. Logical Data Model
Portfolio
(internal/external)
Applications
(function/process/candidate)
Assessments

6. High Relief Dashboard

7. Application Portfolios

8. Portfolio Detail

9. Application Assessment

10. Application Assessment Detail

11. To learn more contact me
skip.roncal@gmail.com