{"id":2829,"date":"2016-02-05T11:16:05","date_gmt":"2016-02-05T11:16:05","guid":{"rendered":"http:\/\/joapen.com\/blog\/?p=2829"},"modified":"2016-06-01T11:22:30","modified_gmt":"2016-06-01T11:22:30","slug":"new-portfolio-new-challenges","status":"publish","type":"post","link":"https:\/\/joapen.com\/blog\/2016\/02\/05\/new-portfolio-new-challenges\/","title":{"rendered":"New portfolio, new challenges"},"content":{"rendered":"<p>I took a new portfolio of accounts and services within a team of 8 account managers. The nature of the services\/projects and the fact we are covering 4 industries and more than 70 customers makes the environment very diverse.<\/p>\n<p>My main challenges for the first 3 months are:<\/p>\n<ul>\n<li>Evaluate the financial situation of each account.<\/li>\n<li>Understand the account plans for major accounts and define tactical plans for key accounts.<\/li>\n<li>Close small accounts that do not provide enough margins.<\/li>\n<li>Launch a program (fix or close) on all accounts to improve the margins we have today.<\/li>\n<li>Analyze with the delivery teams what are the skills and capabilities we have.<\/li>\n<li>Build with the PMO a exhaustive project revision of major projects.<\/li>\n<li>Organize with business operations account reviews.<\/li>\n<li>Understand from finance what are the major issues we have and put in place an action plan to solve them.<\/li>\n<li>Analyze the coming new FY targets and understand the gap with respect the forecast and the backlog we already have.<\/li>\n<li>Understand who is who in the team and after that define targets to the team.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>I took a new portfolio of accounts and services within a team of 8 account managers. The nature of the services\/projects and the fact we are covering 4 industries and more than 70 customers makes the environment very diverse. My main challenges for the first 3 months are: Evaluate the financial situation of each account. &#8230; <a title=\"New portfolio, new challenges\" class=\"read-more\" href=\"https:\/\/joapen.com\/blog\/2016\/02\/05\/new-portfolio-new-challenges\/\" aria-label=\"Read more about New portfolio, new challenges\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[],"class_list":["post-2829","post","type-post","status-publish","format-standard","hentry","category-application-portfolio-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>New portfolio, new challenges -<\/title>\n<meta name=\"description\" content=\"I took a new portfolio of accounts and services within a team of 8 account managers. The nature of the services\/projects and the fact we are covering 4 - joapen projects\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/joapen.com\/blog\/2016\/02\/05\/new-portfolio-new-challenges\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New portfolio, new challenges -\" \/>\n<meta property=\"og:description\" content=\"I took a new portfolio of accounts and services within a team of 8 account managers. The nature of the services\/projects and the fact we are covering 4 - joapen projects\" \/>\n<meta property=\"og:url\" content=\"https:\/\/joapen.com\/blog\/2016\/02\/05\/new-portfolio-new-challenges\/\" \/>\n<meta property=\"og:site_name\" content=\"joapen projects\" \/>\n<meta property=\"article:published_time\" content=\"2016-02-05T11:16:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2016-06-01T11:22:30+00:00\" \/>\n<meta name=\"author\" content=\"joapen\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"joapen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/joapen.com\\\/blog\\\/2016\\\/02\\\/05\\\/new-portfolio-new-challenges\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/joapen.com\\\/blog\\\/2016\\\/02\\\/05\\\/new-portfolio-new-challenges\\\/\"},\"author\":{\"name\":\"joapen\",\"@id\":\"https:\\\/\\\/joapen.com\\\/blog\\\/#\\\/schema\\\/person\\\/23919df2312175fe9c4609203595b217\"},\"headline\":\"New portfolio, new challenges\",\"datePublished\":\"2016-02-05T11:16:05+00:00\",\"dateModified\":\"2016-06-01T11:22:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/joapen.com\\\/blog\\\/2016\\\/02\\\/05\\\/new-portfolio-new-challenges\\\/\"},\"wordCount\":180,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/joapen.com\\\/blog\\\/#\\\/schema\\\/person\\\/23919df2312175fe9c4609203595b217\"},\"articleSection\":[\"Application Portfolio Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/joapen.com\\\/blog\\\/2016\\\/02\\\/05\\\/new-portfolio-new-challenges\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/joapen.com\\\/blog\\\/2016\\\/02\\\/05\\\/new-portfolio-new-challenges\\\/\",\"url\":\"https:\\\/\\\/joapen.com\\\/blog\\\/2016\\\/02\\\/05\\\/new-portfolio-new-challenges\\\/\",\"name\":\"New portfolio, new challenges -\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/joapen.com\\\/blog\\\/#website\"},\"datePublished\":\"2016-02-05T11:16:05+00:00\",\"dateModified\":\"2016-06-01T11:22:30+00:00\",\"description\":\"I took a new portfolio of accounts and services within a team of 8 account managers. 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