Whitepapers and Webinars on Portfolio Management from James Samanen Consulting

We offer the following Whitepapers and Webinars on Portfolio Management.

  1. Asset Tracking in Bio/pharmaceutical R&D
  2. Combining Portfolios From Mergers & Acquisitions in Bio/pharmaceutical R&D
  3. Data Supporting Portfolio Analysis in Bio/pharmaceutical R&D
  4. Examples of Portfolio Views in Bio/pharmaceutical Discovery
  5. Maintaining a Project Portfolio History in Bio/pharmaceutical R&D
  6. Portfolio Decision Analysis in Bio/pharmaceutical R&D
  7. Project Identifiers that Uniquely Distinguish Projects in the Portfolio – whitepaper

Scroll down to learn more about each of these offerings.


1. Asset Tracking in Bio/pharmaceutical R&D – whitepaper

If the corporation finds it worthwhile to track the development of certain assets, a specific asset tracking system needs to be established.  Lead series are an example of an asset that merits tracking distinct from project tracking.  We have created a white paper entitled “Asset Tracking in Bio/pharmaceutical R&D” that explores the details of establishing an asset tracking system.

Our white paper covers the following topics.

  1. Challenges to Project Tracking
  2. What is a Campaign and how does it relate to a Project
  3. The Value of Campaign Tracking
  4. The Art of Campaign Tracking
    1. Campaign Identifiers
    2. Campaign Tracking System
    3. Electronic tracking system
  5. Data and Analyses that can be Generated from a Lead Identification Campaign Tracking System

This whitepaper may be purchased for $100, via Paypal. Please Contact Us and we will send you a Paypal invoice. Upon receipt of payment we will email you the PDF file.Bottom of Form


2. Combining Portfolios From Mergers & Acquisitions in Bio/pharmaceutical R&D – whitepaper

Mergers and acquisitions (M&A) are becoming an ever increasing part of business in Bio/pharmaceutical R&D. M&A can involve the combining of two project portfolios. When the two portfolios are relatively large the process of combination can be a considerable challenge.

Our white paper covers the following topics.

  1. The Challenge of Nomenclature
    1. Determine the titles and definitions for Stages of Work and the Milestones
    2. Develop a common system for naming projects.
    3. Determine or develop a common IT structure for storing project portfolio data.
    4. Develop a method for identifying target and project overlaps from the contributing companies
  2. Identifying Overlaps
  3. Defining Stages & Milestones and Criteria for Progression
  4. Sorting Into Stages
  5. Merging Projects and Associated Assets
  6. Developing Protocols to Ensure Data Integrity

This whitepaper may be purchased for $100, via Paypal. Please Contact Us and we will send you a Paypal invoice. Upon receipt of payment we will email you the PDF file.


3. Data Supporting Portfolio Analysis in Bio/pharmaceutical R&D – whitepaper

Valuable Portfolio Analyses are created with accurate data – current project data on resource, progress, risk, value, etc, and historical project data on success and failure (attrition). Bold portfolio analyses will be challenged by those who defend the status quo. Such analyses will take the heat if the data is real. In this white paper we consider what it takes to create a reliable data set that takes portfolio analysis out of crisis mode and makes it routine and fun.

Our white paper covers the following topics.

  1. Data Integrity (How to be fooled by Portfolio Data)
  2. Proactive Data Analysis – Having the Data Before its Needed
  3. Store Your Analyses for Future Recycling
  4. External Benchmarking Data

This whitepaper may be purchased for $100, via Paypal. Please Contact Us and we will send you a Paypal invoice. Upon receipt of payment we will email you the PDF file.

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4. Examples of Portfolio Views in Bio/pharmaceutical Discovery – whitepaper

Among the set of activities that portfolio managers tend to perform is to categorize projects and provide views of the portfolio. A portfolio view is a graphical representation of the project portfolio that answers a unique question about the portfolio. Depending on the question that needs to be answered, the portfolio view may range from a simple table to three dimensional displays and executive dashboards.

Our white paper covers the following topics.

  1. Why Portfolio Management Views of the Portfolio are Important
    1. Portfolio Views Answer Questions about the Project Portfolio
    2. Portfolio Views Provoke Questions about the Project Portfolio – Portfolio Experiments
  2. What’s Needed Before a View of the Portfolio is Created
  3. Examples of Portfolio Views
    1. Functions Served by Portfolio Views
    2. Types of Portfolio Views
  4. Most Portfolio Views Need to be Shown Periodically – Is the Infrastructure in Place?
  5. Boring versus Exciting Portfolio Views

This whitepaper may be purchased for $100, via Paypal. Please Contact Us and we will send you a Paypal invoice. Upon receipt of payment we will email you the PDF file.


5. Maintaining a Project Portfolio History in Bio/pharmaceutical R&D – whitepaper

A best practice relating to Project Tracking is to maintain as complete a data set of project information on inactive projects as you would for active projects. Over time this set of information becomes the project portfolio history. The Project Portfolio History can be extremely useful for the following analyses.

  • Showing changes to the portfolio over time.
  • Showing changes to the portfolio before and after a change in strategy.
  • Predicting change to the portfolio over time (best done with simulation software, but data from the portfolio history seed the simulation).

Our white paper covers the following topics.

  1. Elements of a Project Portfolio History
  2. Best Practice in Maintaining a Project Portfolio History – Change Events
  3. Showing Changes to the Portfolio Over Time.
  4. Showing Changes to the Portfolio Before and After a Change in Strategy.
  5. Predicting Change to the Portfolio Over Time
  6. Impact of Reorganization Decisions on Project Portfolio History

This whitepaper may be purchased for $100, via Paypal. Please Contact Us and we will send you a Paypal invoice. Upon receipt of payment we will email you the PDF file.


6. Portfolio Decision Analysis in Bio/pharmaceutical R&D – whitepaper

Most decisions about the portfolio have more than one option. Decision Analysis examines all the options. Decision Analysis is a structured approach to informed decision making.

Our white paper covers the following topics.

  1. What is Portfolio Decision Analysis, Where is it Used and Who Does It?
    1. What is Portfolio Decision Analysis?
    2. When is Portfolio Decision Analysis Used?
    3. Who Does Portfolio Decision Analysis? Role of Portfolio Management
  2. Tools that Support Decision Analysis
  3. Storing Portfolio Analyses
  4. Analyses Need to be Available before the Decision
  5. Views of the Analyses
  6. Factors Mitigating Against Informed Decision Making

This whitepaper may be purchased for $100, via Paypal. Please Contact Us and we will send you a Paypal invoice. Upon receipt of payment we will email you the PDF file.


7. Project Identifiers that Uniquely Distinguish Projects in the Portfolio – whitepaper

Project Identifiers are the set of descriptors that uniquely define a project in a portfolio of projects. A robust set of identifiers requires community consensus, compliance and stability. When any one of these factors changes, the corporation is at risk of losing its ability to make decisions from a portfolio perspective. The bio/pharmaceutical R&D pipeline is usually divided between two organizations, Discovery and Development, which can lead to divergence in project identifier standards and the risk of at least partial collapse of transparency between the two organizations. In this downloadable white paper we attempt to define best practice in project identifier usage.

Our white paper covers the following topics.

  1. The Well-crafted Project ID number and Project Title
  2. Challenges to unique, concise project identification
    1. Project ID Number
    2. Project Title
    3. Biological Target Name
    4. Biological Target ID Number
    5. Biological Action
    6. Mechanism of Action (Target and Biological Action)
    7. Therapy Area
    8. Disease Area
    9. Indication
    10. Target Class
    11. Route of Administration
    12. Recycling Project ID numbers.
  3. Project Identifiers vs. Multiple Shots on Goal (Lead, Back-up, Follow-up)

This whitepaper may be purchased for $100, via Paypal. Please Contact Us and we will send you a Paypal invoice. Upon receipt of payment we will email you the PDF file.