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Introduction

Today's information technology (IT) organizations are faced with the challenge of managing a host of commercial off-the-shelf (COTS) applications, legacy systems, and in-house custom applications. The reality of many of today's IT departments is complex, as they have the immense task of maintaining, managing, integrating, and supporting these business-critical applications. Tracking upgrades and providing first level support, as well as troubleshooting, represent a fraction of the application management challenges. In addition, the applications running a business require consistent inventory tracking, along with monitoring of their performance and the value they bring to the business. Consequently, application portfolio management (APM) has emerged as a critical component of IT governance.

In light of this reality, most IT departments have adopted some form of APM. Managing the development, implementation, training, and support of enterprise applications is central to every IT department. Decisions must be made in terms of prioritizing application projects and tracking their success. However, implementing a governance framework and a product portfolio management (PPM) solution to formalize decisions is still a novel concept to many IT organizations. Consequently, PPM vendors have embraced APM as a key differentiator in their efforts to assist IT organizations in managing their applications as business investments.

Defining Application Portfolio Management

APM provides a framework for an organization's enterprise software portfolio. Using PPM methodologies, APM focuses on the application lifecycle to determine which applications should be maintained, retired, or replaced. APM treats enterprise applications as investments, and evaluates their effectiveness based on business needs, client usage, performance, and client satisfaction. APM also takes inventory of an organization's applications, and evaluates their costs, risks, and value.

Like PPM, APM is a methodology for streamlining IT management processes. Thus, APM solutions aim at facilitating the tracking and monitoring of the following business objectives:

  1. Inventory management
    This requires the identification of applications assets, including technology, versions, upgrades, and customizations. APM software should assist in developing business data, priorities, and categories to track in-house, purchased, and hosted applications.

  2. Monitoring and tracking of metrics
    This includes the tracking of the cost, quality, and performance of the different applications within an organization. APM software should provide a systematic approach to the tracking of metrics in order to facilitate sound decision-making with respect to IT investments. Many best-of-breed APM solutions, such as CAST Software and HAL Knowledge Solutions, track code-level metrics for in-house applications.

  3. Portfolio analysis
    This includes the ability to view high-level data of the portfolio of applications to determine their relevance within an organization. APM tools should provide dashboard capabilities and multiple reports (such as bubble graphs) for quick business decisions in terms of the relative importance of applications.

  4. Visibility into exceptions
    This includes the monitoring of key metrics, such as customer satisfaction, price, and so on. APM solutions typically provide intuitive views and triggers or alerts to carry information about thresholds and changes in these metrics.

  5. Help desk management
    An important component of APM is its relationship with the help desk application and methodology within an organization. Tracking the day-to-day activities of an organization's help desk (in conjunction with the applications it supports) provides great insight into an application portfolio. APM solutions should be able to extract the appropriate metrics from their help desk solutions.

  6. Monitoring and testing of applications
    This includes the tracking of the quality and performance of the applications. Once again, APM's relationship to the metrics generated by testing tools will impact the decision-making process as far as the business contribution is concerned (with respect to investment in an application). Tracking these metrics will help organizations to identify issues that will impact their daily operations, such as downtime.

The Role of Application Portfolio Management in Information Technology

While mining tools and testing tools are still critical to managing applications, IT's shift towards treating their assets as business investments has changed the way applications are managed. Where once testing tools were key performance indicators (KPIs) for an organization's enterprise applications, today the metrics from testing tools are viewed as a subset of the group of metrics used to monitor application performance. In fact, according to Forrester Research, the APM market is projected to grow from approximately $15 million (USD) in 2003 to more than $400 million (USD) in 2008. At the same time, the testing and mining tools market is projected to decline from $82 million (USD) to $15 million (USD) from 2003 to 2008 (see Application Portfolio Management Tools for more information about these figures). With the continual involvement of non-IT executives with IT and application decision-making, IT has recognized the need to provide a more comprehensive tracking of its applications via the implementation of APM software and methodologies.

For larger IT organizations, implementing an IT governance framework entails tracking new projects through PPM, evaluating existing enterprise applications through APM, and tracking all IT assets through enterprise asset management (EAM).

Due to the importance, magnitude, and complexity of tracking applications, APM has developed into a major category in evaluating an organization's IT business investments. Organizations are looking beyond the mere functionality of their applications, and are evaluating the total impact of the applications running their business. Organizations are tracking metrics such as customer satisfaction, maintenance, usage, and performance, all in order to determine the value of their applications.

APM Software Vendors

There are two types of APM software vendors: best-of-breed APM solutions, which focus primarily on organizations with legacy systems; and PPM solutions, which offer APM modules as part of their offering.

Several vendors feature prominently as far as best-of-breed APM solutions are concerned:

  • CAST Software provides an application intelligence platform in which technical metrics can be extracted from a knowledge base. These metrics are displayed on a governance dashboard and work well primarily for in-house or customized outsourced applications. Working with different programming languages, scripts, and source codes, CAST develops a "DNA blueprint" to track the quality and performance of enterprise applications. However, broader APM functionality, such as inventory management and support, are not strong in its offering.

  • HAL Knowledge Solutions provides a complete end-to-end APM solution, including an intelligence platform that works with source codes, inventory management, software quality management, outsourcing management, and technical document management. In addition, it offers an APM competency center, where organizations have access to experts in APM methodologies, training, and governance.

  • BluePhoenix Solutions offers an enterprise-wide IT warehouse management solution for tracking IT assets and inventory. It enables both chief information officers (CIOs) and chief technology officers (CTOs) to obtain a "big picture" view of an organization's IT assets, as well as more granular views to evaluate source code changes. In addition, it offers a solution that manages changes in an organization's legacy system.

  • SEEC provides organizations with the functionality to manage, support, maintain, and test their legacy systems. Designed primarily for developers, SEEC's solution offers granular tracking of application metrics, and documentation for efficient maintenance, support, and decision-making concerning legacy systems.

There are also broad PPM vendors who feature prominently in terms of APM solutions:

  • Compuware Changepoint offers an APM solution that works better in organizations that have hosted or purchased off-the-shelf applications (as opposed to legacy systems). Providing complete inventory management and metric tracking for maintenance and performance, Changepoint gives detailed insight into application portfolios for IT investment business decision-making with respect to maintaining, upgrading, or eliminating applications. However, Changepoint is weak in tracking source-code-level metrics within in-house or legacy systems.

  • UMT (recently acquired by Microsoft) claims to have pioneered the fusion of PPM and APM solutions. Its offering is similar to other general PPM vendors, in the sense that it delivers APM-specific functionality within the context of its PPM offering. It provides organizations with a central IT repository and decision management system which looks at lifecycle, inventory, and application redundancies. In addition, UMT offers a forecasting module that looks at the total cost of ownership (TCO) of applications. As with most PPM vendors in the APM space, UMT's offering is not designed for legacy systems requiring the tracking of code-level metrics.

  • Pacific Edge offers its APM solution in conjunction with its Maturity-Based Accelerator methodology, allowing organizations to incorporate their governance framework in stages. Pacific Edge's standard PPM solution offers APM functionality in portfolio management and lifecycle management. However, it does not offer strong APM-specific functionality for inventory management or tracking of code-level metrics.

  • Prosight offers its APM clients a combination of portfolio management and application rationalization (in its Fast Track AR module). Its application rationalization module includes application evaluation, a user community survey, new application proposal, "what-if" analysis and reports, and integration with portfolio management for decision execution. Although weak at tracking code-level metrics, it does provide a strong offering for the government market.

  • Planview's approach to APM integrates PPM functionality to monitor the investment of applications, in conjunction with its partnership with HAL Knowledge Solutions, which enables tracking of code-level metrics for legacy systems. This "best of both worlds" approach provides organizations with high maintenance. Legacy applications gain the most from an APM solution because it tracks the necessary code-level metrics for analysis. However, it is challenging to consolidate metrics in a single view.

  • Mercury Interactive provides an APM solution that offers modules in application performance management, business service management, infrastructure management, and change management. Mercury's APM focus is on the performance of enterprise applications, and their impact on service and support. Mercury also provides solutions in the testing market, which strengthens its understanding, and the functionality of APM. However, presently APM and testing solutions are delivered as separate product lines.

  • IBM Rational Portfolio Manager (formerly Systemcorp's PMOffice) has the benefit of being used by IBM's APM Global Services. It also offers integration with Tivoli, thus allowing support of the information technology information library (ITIL) governance framework. As part of the Rational product line, IBM Rational Portfolio Manager provides similar functionality to Mercury Interactive.

User Recommendations

Depending on the IT infrastructure, organizations should carefully evaluate the different APM solutions available in the marketplace. Organizations with legacy systems typically have more work attached to the support and maintenance of their enterprise applications. The tracking of metrics at the source code level is a key factor in managing these applications as well as in tracking their performance. Both high-level and granular tracking of applications are required if developers and executives are to make quick and informed decisions on the value their applications are delivering. As a result, when searching for an APM solution for legacy systems, it is worth considering best-of-breed vendors.

Currently, broader PPM solutions offering APM modules and functionality are typically weaker in delivering granular metrics at the code level. Consequently, these systems are better for managing COTS enterprise applications that require more tracking at the support and client performance level. In any case, as IT organizations continue to treat their applications as business investments, PPM vendors will continue to strengthen their efforts in providing stronger APM-specific functionality in their offerings.


 
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Edwards' QUEST To End Its String Of Pyrrhic Victories Part 1: The News | Baan Achieves A Speedy Recovery Despite The Tough Times | The Application Server War Escalates | Will QAD Finally Get The Break (-Even)? | ROI Systems - A Little ERP Fellow That Gets By | PeopleSoft - Catching Its Second Wind From The Internet Part 3: Predictions and Recommendations | PeopleSoft - Catching Its Second Wind From The Internet Part 2: Strengths and Challenges | PeopleSoft - Catching Its Second Wind From The Internet Part 1: About PeopleSoft | EAI Vendor MITEM Integrates Legacy Systems With Siebel | Epicor To Try The Divestiture Tack, Too | Knosys Seeks Clarity With A Name Change | MAPICS Clings To Its Customers' Loyalty | Computer Associates Jasmineii - When Is A Portal Not Just A Portal? | SAP Remains One Of The Market’s Beacons Of Hope | Hewlett Packard Makes Multiple Moves in Middleware | SSA Acquires MAX Hoping To Leap From Its MIN | IBM Buys What’s Left of Informix | Invensys Announces New Division - Baan Process | Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 2: Product Architecture and Web-Basing | EDI and XML Integration: Vitria Buys XMLSolutions | SAP Acquires TopTier To Further Broaden Its Horizons | Oracle Sails Slower In The Low Tide, But Mayday Signal Is Quite Far-Fetched | TIBCO Announces Results That Are 'Better Than Worse Than Expected' | IFS Aspires To Capture North American Market Against The Low Tide | Sagent Improves Its Image With SAS Partnership | Great Product: Too Bad The Architecture Doesn’t Fit | Seagate Software 'Crystallizes' Its New Name: Crystal Decisions | Is Intentia Truly Industry’s First In Food Traceability? | QAD Finally Breaks The Red Ink Streak, But… | Informatica PowerCenter 5 Enables Enterprise Data Integration | EAI Market Consolidation Continues With Peregrine Acquisition of Extricity | Epicor Software Corp.: Completing Painstaking "e"Volution Part 2: Evaluating Epicor | J.D. Edwards Saved By SCM, Narrowly, And Only For Now | Epicor Software Corp.: Completing Painstaking "e"Volution Part 1: About Epicor | Infinium Attempts To Better Gain Some Markets' Ear | IONA Purchases Netfish Technologies (And Much, Much More) | MAPICS XA Expands BI Offering Through Partnership With Vanguard | Has Intentia Turned The Corner? Almost. | Ross Systems Closes Ranks For A (Possible) Turnaround | PeopleSoft Plays Hardball | A New Era Dawns for Sybase | Evolutionary Technologies Does EAI (Always Did, We Just Didn’t Call It That) | Information Builders Did It iWay | GMAC Web-Enables Legacy Data With NEON Systems Shadow Direct | Is Made2Manage Made2Survive? Seems So. | Business Objects Teams With TopTier For Analytics | Frontstep (Nee Symix Systems) A Step Closer To A Turnaround | Sun’s Java Won’t Be In Microsoft’s .NET – Complicate Your Integration? You .BET | Metagenix Reverse Engineers Data Into Information | SAP Defies Economic Slowdown, For Now | Can Lilly Software Get More VISUAL? | Fourth Shift Hopes To Thrive On China’s Greener Pastures | PeopleSoft Joins The Hunt For SMEs | Extricity Makes a Move into IBM’s Sphere of B2B Influence | Hummingbird Smells Nectar In The Corporate Portal Market | Microsoft And Great Plains – A Friendship That Turned Into A Marriage | Oracle Sails Despite Market’s Low Tide; How Far Will It Go? | J.D. Edwards Reaches $1B Milestone In Another Losing Year | Mercator Continues to Suffer Turmoil - Can They Stay on the Map? | e-Catalysts Delivers Digital Marketplace | Made2Manage Systems, Inc.: M2M From A2Z For SMEs? | Tibco Takes a Pragmatic Approach to Multicasting | Ross Systems Continues To Slip, But Pledges to Fight Tooth And Claw | Talarian and NextSet Team for B2B Solutions | IFS Has A Magic Growth Formula; But What About Profitability? | Informatica Powers Siebel’s New eBusiness Analytics | SAP Claims Big Gains In The Low-End Battleground | Implementation Acceleration Using Integration | IBI + IBM = EAI | Baan – What Will The Future In Invensys’ Stable Bring? Part 2: Evaluating Baan | Infinium Ends Its Most Challenging Year | JuxtaComm And IBM Integrate Their Integration Products | Great Plains Unveils New E-Commerce Solution | Great Plains Taps The Web To Deliver Product Support | Epicor Delivers On Milestones, But Its Situation Remains Bleak | Onyx Software: CRM Vendor Battling For Viability | BEA Systems Has A Broad Vision For E-Business Infrastructures | Baan – What Will The Future In Invensys’ Stable Bring? Part 1: About Baan | QueryObject Partners With Cognos | Intentia Possibly Seeing Daylight | SAP Q3 Results Cause Mixed Reactions | Knosys "in the Kno" With ProClarity 3.0 Analytical Platform | SPSS Has A New ShowCase | Fourth Shift Tightens Belt To Weather The Drought | PeopleSoft Delivers Oxymoron In 'Supply Chain in a Box' | PeopleSoft – Again A Force To Be Reckoned With? | Another Type Of Virus Hits The World (And Gets Microsoft No Less) | J.D. Edwards – A Collaboration Thought Leader Or A Disguised ERP Follower? Part 2: Evaluating J.D. Edwards | J.D. Edwards – A Collaboration Thought Leader Or A Disguised ERP Follower? Part 1: About J.D. Edwards | Did Sagent Technology Pull the Old 'Pump and Dump'? | Data Mining: The Brains Behind eCRM | ROI Systems Catching Up With e-Commerce | IBM Aims Renamed UNIX Server at Sun | Tempest Creates a Secure Teapot | Optum’s ConnectStream: First the Pieces Now the Glue | What’s Up with Computer Associates? | Now the Minnows are Eating the Minnows | Informix Decides to Start Analyzing Websites | EAI - The 'Crazy Glue' of Business Applications | SAS Institute Shoots for the Two-Stop-Shop with new Release of Warehouse Administrator | Catalyst International to Tread Water With SAP Through 2000 | System Software Suppliers Slip Seriously | More Vendors Bail on Oracle in Favor of IBM | EAI Vendor Mercator Drops to a Lower Place on the Map | The Necessity of Data Warehousing | Great Plains Supply Chain Series To Be Powered By Logility | Syncsort Sigma Manages Database Aggregates | MicroStrategy 7 Hits the Street | CPortals Technologies Aims for the Middle | To BEA or Not to BEA: Is That the Question? | Informix Goes Vertical With Software Vendor ADRM | Evoke Software Releases Axio Data Integration Product | Infinium and Elcom Walk Down ASP Aisle | Vignette of an EAI Vendor (So to Speak) | Viador Teams With Business Objects | Applix Still Shows a Presence in the OLAP Market | Information Builders Announces New Release of WebFOCUS | webMethods Gets Active (Software That Is) | Sagent Technology Teams for Telco e-Business | EAI Vendor Active Software Activates Transactions | BMC Software Webs for the DBA | Business Objects Objects Again | Acta Gets Active | Parametric Technology Chills Out With Windchill Info*Engine V4 | Informix XML’s Its Metadata Transport Layer | Metadata Standards in the Marketplace – Why Do I Care? (And Where Does Godzilla Fit In?) | EAI Vendor Extricity Teams with Moai to Automate E-Commerce Systems | Computer Associates Goes E-Business in a Big Way | IBM Moves into Enterprise Application Integration | Sybase Tag-Teams with Informatica | Mercator Software Extends EAI Solutions for Insurance with XML | EAI Vendor CrossWorlds Eases Middleware Customization | Brio Technology Expands Support for WML and XML | Ardent Software: Will Informix Merger Affect their Success? | MicroStrategy Hits a Big Speed Bump on the Information Superhighway | SAP Details CRM Plans | J.D. Edwards Closes Out Millennium on an Up Note | Aspen Follows Good Quarter With Internet Launch | Brio Technology Reports Record Second-QuarterEarnings | Sybase and MicroStrategy Team on Vertical Market Portal Applications | Informatica Conforms to Metadata Standard | Business Objects Outguns Brio Technology in Patent Dispute | Is There Finally a Metadata Exchange Standard on the Horizon? | Datawarehouse Vendors Moving Towards Application Suites | Microstrategy Moves Up with e-Business | Seagate Technology Refocuses its Software Business | The Market Rewards Ardent Software Initiatives | Hummingbird Announces Extraction and Portal Strategy for ERP | Sagent Technology Reports Strong Growth | Oracle8i Release 2 - Ready to Storm the Web | Sterling Software Sees the Light with Eureka:Intelligence | Brio Technology Enters the ETL Market | More Data is Going to the Cleaners | Informix to Acquire Ardent Software-Another Vendor's Attempt at End-to-End Data Warehousing | Informatica Heads for E-Business | Acta Technology Helps Add Business Intelligence Capabilities to Major ERP Vendors | Inprise/Borland Challenges Other Vendors to Open-Source Their Database Code | Informatica Goes Multinational With Support for Unicode | Bus-Tech Speeds up Mainframe DB2 Access | NEON Systems Moves Further into Enterprise Application Integration | Hummingbird Releases Genio 4.0 With Improved Support for Oracle, Business Objects, Cognos, and NCR | Business Objects Launches WebIntelligence Extranet | Analysis of Novell and EAI Vendor Talarian Alliance | Informix Holds Fire Sale on Linux Database | Resistance is Futile: Computer Associates Assimilates yet another Major Software Firm | systemfabrik Releases an EAI Product? | Saga Continues Roll Out of EAI Tools | NCR's Teradata Database Meets Windows 2000. A Match Made in Redmond? | BMC Software Gets Slapped with Class Action Lawsuit | Oracle is Word One at Ford | Software Technologies Corporation (STC) Prepares to go Public | SAS/Warehouse 2.0 Goes Live | Intentia Floats Vaporware Agent to Replace Business Planning | GE Comes to Lunch. Want to Guess Who the Appetizer Will Be? | IBM Announces Netfinity 4000R Super-Thin Server | SAP AG - ERP Leader with a "New Dimension" | Baan Company N.V. - Is the Worst Over? | Computer Associates Splashes Into the Data Warehousing Market with Platinum Technology Acquisition | PeopleSoft on Client/Server and Database Issues | Informatica Morphs into Enterprise Decision Support Vendor | Enterprise Application Integration - the Latest Trend in Getting Value from Data | PeopleSoft - Are Business Intelligence and e-Commerce Enough? |


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