Pinnacle Portfolio Optimization Process

Develop Enterprise Process Model

      • Gather Process Sources (documents, presentations, sources, etc.)
      • Identify Processes
      • Define Processes
      • Build Process Model (Taxonomy and Definitions)
      • Verify Process Model with Key Or Stakeholder Personnel


    • Use the EACOE Process Model as a “quick start” approach to Portfolio Optimization (EACOE Process Model has approximately 2,000 Process Names and Process Definitions