From local to regional portfolio management - Paul Morgan

From Local to Regional Portfolio Management Paul Morgan Head of Demand & Portfolio Management SABMiller Europe, Information Systems (IS)

April 2015 Email: [email protected] LinkedIn: http://uk.linkedin.com/in/morganpaul

© SABMiller plc 2014

Content

1

SABMiller Europe Context

Transforming to Regional Portfolio Management capability

My Guiding Principles

SABMiller Europe in context


Europe presence

3

Denmark

Austria

Spain

France

Portugal

Andorra

Belgium

Ireland UK

Netherlands

Switzerland

Italy

Greece

Albania

Macedonia

Germany

Russia and other CIS

Belarus

Latvia

Estonia

Finland

Lithuania

Sweden

Norway

Poland

Czech

Republic Slovakia

Hungary Slovenia

Croatia

Bosnia-Herz. Serbia

Bulgaria

Romania

Moldova

Ukraine

Turkey

Montenegro

Canaries

In market business unit

Export presence

Efes alliance

Middle East

3

Transforming to Regional Portfolio Management


Key criteria for portfolio management

5.

Alignment to

strategy

Value delivered

by the portfolio

Confidence and

predictability

Cost of managing

the portfolio

Flexible and simple process

1. 2. 3. 4.

Right governance to provide agility


Alignment to strategy

6

Slo

vaki

a

Slo

vaki

a

Increasing number of cross-BU projects & Global initiatives

Investments and priorities are aligned to our vision and strategy


Portfolio Prioritisation

7


Portfolio Prioritisation Matrix - Example

8

str

ate

gic

ob

jec

tive

ali

gn

me

nt

capability to implement

NPV

Legend


Portfolio Management Process

9


Regional Governance Model

pro

ject

p

roje

ct

Regional BISCom

Slo

vaki

a

Monthly Forums Per Country to review portfolio status

Country Business & IS Committees (BISComs) - approving country priorities - approving <=$100k country projects

Regional Business & IS Committee (BISCom) - approving regional priorities - approving >$100k country projects - approving regional projects

1

2

3

10


IS Organisation Transition

11

CZ

PL

SL

RO

NL

I

E

H UK

EU Ex

Europe IS

Before: federated, self directing model

Europe IS

Business Engagement

Managing IS

Moving to: coordinated regional team

F14

Global IS with EU

team Winning in

Europe

F15 & Beyond

Moving to: coordinated, regional team as part of

global functions


Before

Assessment of our regional portfolio management capability

12.

Alignment to

strategy

Value delivered

by the portfolio

Confidence and

predictability

Cost of managing

the portfolio

1. 2. 3. 4.

F14

F15 &

beyond

My Guiding principles


My Guiding Principles

My secret number 1… – Drink beer*

My secret number 2 – Get into the detail

My secret number 3 – Operate within a delicate justice system

14

* responsibly!


Last orders…

Key focus areas – Alignment to strategy

– Delivering value

– Confidence and predictability

– Cost of running the portfolio

Enablers – Flexible and simple process

– Right governance to provide agility

Guiding principles – Drink beer

– Get into the detail

– Operate within a delicate justice system

15

Learning to

understand

human nature

and cultures

Thank you Email: [email protected] LinkedIn: http://uk.linkedin.com/in/morganpaul

Education

From local to regional portfolio management - Paul Morgan