Technology Portfolio Strategy & Alignment
What has earned its place?
Keep what works. Retire what doesn't. Invest where it counts.
Challenges
The situation
As enterprise platforms expand and capabilities overlap, every renewal becomes a portfolio decision—and platform expansion changes the economics of every third-party contract. More technology is available than any organization can operationally or economically absorb. Two executive questions follow: how much technology-driven change can we successfully consume, and what has earned its place?
What we do
Where SMA comes in
SMA helps executives determine what to retain, consolidate, replace, or retire—weighing cost, capability, operational fit, clinical, financial and operational requirements and the organization's capacity to absorb change. The result is a simpler, more intentional portfolio: less redundancy, fewer unnecessary costs, lower support complexity, and greater capacity to invest in what matters next.
Every application is tested against one question: can the organization afford it, absorb it, and use it well enough to justify its place? The answer weighs the capability owned, its utilization, the value it produces, its run-cost at scale, the organization's readiness, governance maturity, and the transformation debt it carries.
How the engagement runs
Assess → Act → Advance
Fixed-fee and principal-led, from a focused diagnostic on one renewal cluster or decision, to an enterprise assessment of a material application and vendor portfolio, to complex multi-entity portfolios with M&A accretion. You leave with a portfolio decision map (retain, replace, consolidate, integrate, move to or off the platform, defer, retire), a quantified savings range, absorption sequencing—how much change, in what order—a contract-timing calendar, an enterprise concentration-risk read, and transition and decommissioning priorities.
Wave-based execution of the decision map—contract exits, consolidations, platform transitions, decommissioning—with the operational consequences (workflow, staffing, training, ownership, communication) managed as named workstreams.
Portfolio decisions recur with every renewal and release. A standing advisory relationship keeps the decision map current.
$186.4M
in vendor savings from portfolio work led by SMA leadership, including a rationalization of more than 900 applications to 160.
Portfolio decision and execution strategy—not application inventory cleanup.
Useful technology ≠ technology worth keeping
Talk to Us
Start with the portfolio question
Tell us which renewals or platforms are forcing the question. We'll review it and follow up directly.
Talk to Us