Managing Portfolios

This chapter describes how a portfolio manager can use the Portfolio Management Process (PMP) methodology in Siebel Business Applications to manage accounts and complex relationships with customers and partners. It includes the following topics:

• About the Portfolio Management Process

• Scenario for Managing a Portfolio

• Roadmap for Managing Portfolios

• Creating a Portfolio Plan

• Process of Segmenting Accounts

• Process of Analyzing the A Accounts

• Process of Analyzing B, C, and D Accounts

• Performing a Manager Review of a Portfolio Plan

• Adding Solutions to Portfolio Plans