Portfolio Management Planning Report

Portfolio Management Planning Report
Portfolio Management Planning Report
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Portfolio Management Planning Report
Table of Contents
Introduction................................................................................................................................2
Situational Context and Evaluation............................................................................................2
Opportunities and Threats..........................................................................................................3
Threats:...................................................................................................................................3
Opportunities:.........................................................................................................................3
Development of the Plan............................................................................................................4
Key elements of the plan:.......................................................................................................4
1. Allocating assets:.........................................................................................................4
2. Diversification.............................................................................................................4
3. Rebalancing.................................................................................................................5
4. Change control.............................................................................................................5
Proposed model (Passive Portfolio management)..................................................................5
Portfolio planning implementation.........................................................................................6
Tools and Techniques................................................................................................................7
Available tools........................................................................................................................7
Chosen tools...........................................................................................................................8
Conclusion..................................................................................................................................9
References................................................................................................................................10
Appendix..................................................................................................................................12
Appendix 1: Threat and opportunities of the project............................................................12
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Portfolio Management Planning Report
Introduction
Portfolio management is the use or allocation of resources within a given limit of an
organization. When an organization has monetary scarcity, it is obvious that they will lack the
capacity of appointing people for completing the work. Portfolio management ensures the
management of limited resources against unlimited demands through the processes of
evaluation, selection, prioritizing, balancing. This article assesses the project of a healthcare
organization, Apollo Hospital Enterprises, in the context of India.
Situational Context and Evaluation
Apollo Hospital, founded by Dr. Pratap C Reddy is the first healthcare organization India that
has earned the honour of international healthcare accreditation. This organization is renowned
for its leadership in medical innovation, quality clinical services, and pioneering medical
research. This integrated healthcare group has offered India 54 hospitals, 1200 pharmacies,
100 diagnostic centers, 11 nursing colleges, health insurance services along with Stem
research and genetic research (services, 2019). The company vision is developing the
healthcare that can create an impact on billion lives, while the mission reflects to create
international standard healthcare within the reach of people ("Vision & Mission - Apollo
Hospitals", 2019).
Apollo is concerned with its customer value and this project targeted the digitally connected
customers of India. After the success of the Telemedicine project, Apollo takes the initiative,
named as ‘Ask Apollo’, giving digital assistance to the patients remotely. Apollo also
partnered with Jio to launch a wellbeing platform, as a part of their CSR journey. As Jio
enhances the wellbeing through technology, Apollo supports it with individualized healthcare
information. The organization has consolidated its assets to provide medical service through
interactive media. This service offers a direct patient to doctor consultation from anywhere at
any time to their convenience or booking of an appointment and pharmacy services. Apollo
has capital of 1,000 Cr or 10 million for this project, though it needs 750 Cr to reduce the
debt level and increase the assets ("Apollo Hospitals launches Ask Apollo - a first of its kind
medical platform in the country for remote patient care", 2019). The project has the
potentiality of engaging the tech-savvy consumers with the brand but it lacks the project
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Portfolio Management Planning Report
focus. The project focus should be on the high-quality performance and effectiveness of
digitalization through the delivery system.
Opportunities and Threats
Threats:
 Decentralization: The paper observes the threats related to the decentralized
governing structure of digitalized service. IT investment leads to decentralized
decision making which eliminates previously defined standard while adopting
autonomous decision making (Furda & Gregus, 2017). As Apollo runs an integrated
operating system, the decentralized structure of the IT model will complicate the
process of integration.
 Legacy hardware: Also, the study identifies the risk of Legacy hardware. Legacy
hardware refers to the old or outdated computer system of the hospitals which prevent
the IT experts to keep compatibility with the advanced software systems.
 E-prescribing: Electronic prescribing can create a lot of ethical issues like sharing of
patient's data without the individual's consent.
 Financial risk: The project planning may increase the risk of financial resources and
debt of the organization in a rush of estimating budget during the planning process. If
the plan does not include a sufficient budget for contingency plans, it will bring
unanticipated costs in the execution time and affect the financial performance of the
company.
Opportunities:
 Scalability: The Ask Apollo project introduces the Opportunity of high scalability
which leads to the rapid growth of the organization. Through the digital
advertisement, the organization can easily access more customer base.
 Patient flow management: The digital service of Apollo facilitates patient flow. The
digital appoint can save the time of the patient waiting in a long queue, in hospitals
outdoor. The patients are aware of their reserved slot for consultation and also
telephonic appointment reduces the time of patient flow.
 Global trend: The digital platform consumption in a community determines the
success of digital e-health services like Ask Apollo. As this allows unprecedented
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