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Implementing portfolio management in an electronic data exchange company

This paper presents a model of portfolio management implemented in a data interchange company. The model resulted from a study of the company's projects undertaken in connection with a consulting assignment. From 143 projects identified at the outset of the study, only 20 were selected to be part of the portfolio. The study started with a portfolio management literature review. A set of data collection tools, data analysis strategies and classification criteria was developed on the basis of this review. Next, the use of bubble graphs allowed the projects to be selected. The project portfolio management model resulting from this assignment is described in the final part of this paper, together with propositions from the authors to practitioners and students of project and specially portfolio management.

Portfolio management; management by projects; innovation management; bubble graphs


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