scholarly journals R&D Portfolio Management: the case study of a big energy company in Brazil

2013 ◽  
Vol 1 (1) ◽  
Author(s):  
Mariana Savedra Pfitzner ◽  
Ruy De Quadros Carvalho
Keyword(s):  
Portfolio Management ◽  
Energy Company

scholarly journals R&D Portfolio Management: the case study of a big energy company in Brazil

2013 ◽  
Vol 1 (1) ◽  
pp. 74-94
Author(s):  
Mariana Savedra Pfitzner ◽  
Ruy de Quadros Carvalho
Keyword(s):  
Portfolio Management ◽  
Organizational Context ◽  
Tariff Reduction ◽  
Electricity Sector ◽  
Systematic Evaluation ◽  
Management Tools ◽  
Energy Company ◽  
Distribution Company ◽  
Energy Companies

DOI: http://dx.doi.org/10.13071/regec.2317-5087.2012.1.1.4038.74-94Portfolio Management entails the systematic evaluation, selection and prioritization of R&D projects in the organizational context. The aim of this article is to discuss the use of tools for managing the R&D portfolio in the Brazilian electricity sector, using the case study of an energy distribution company as an analytical support. In this sector, investment in research projects and guidelines for their completion are enforced by law. Otherwise, energy companies would not invest in R&D, they would rather buy equipment and systems from international suppliers. The execution of these projects is also strongly supervised by ANEEL, which guarantees that their results will turn into new products, patents, job creation, tariff reduction and operational efficiency for the company. If projects do not accomplish with government criteria, energy companies may be strongly penalized. In order to avoid such risk, companies may implement Portfolio Management tools.

HFTViz: Visualization for the exploration of high frequency trading data

2021 ◽  
pp. 147387162110649
Author(s):  
Javad Yaali ◽  
Vincent Grégoire ◽  
Thomas Hurtut
Keyword(s):  
Portfolio Management ◽  
High Frequency ◽  
High Speed ◽  
High Frequency Trading ◽  
Domain Experts ◽  
Risk Return ◽  
Visualization Tools ◽  
Liquidity Measures ◽  
Trading Volumes

High Frequency Trading (HFT), mainly based on high speed infrastructure, is a significant element of the trading industry. However, trading machines generate enormous quantities of trading messages that are difficult to explore for financial researchers and traders. Visualization tools of financial data usually focus on portfolio management and the analysis of the relationships between risk and return. Beside risk-return relationship, there are other aspects that attract financial researchers like liquidity and moments of flash crashes in the market. HFT researchers can extract these aspects from HFT data since it shows every detail of the market movement. In this paper, we present HFTViz, a visualization tool designed to help financial researchers explore the HFT dataset provided by NASDAQ exchange. HFTViz provides a comprehensive dashboard aimed at facilitate HFT data exploration. HFTViz contains two sections. It first proposes an overview of the market on a specific date. After selecting desired stocks from overview visualization to investigate in detail, HFTViz also provides a detailed view of the trading messages, the trading volumes and the liquidity measures. In a case study gathering five domain experts, we illustrate the usefulness of HFTViz.

Implementation of a Service Management Office Into a World Food Company in Latin America

2021 ◽  
Vol 14 (1) ◽  
pp. 116-135
Author(s):  
Teresa Lucio-Nieto ◽  
Dora Luz Gonzalez-Bañales
Keyword(s):  
Portfolio Management ◽  
Service Management ◽  
Case Study Research ◽  
Lessons Learned ◽  
It Services ◽  
Service Model ◽  
Implementation Challenges ◽  
Technology Service ◽  
Information Technology Service

Research on service management office (SMO) related with its implementation, challenges, relevance, and outcomes is scarce. The purpose of this case study research is to contribute with the lessons learned from the implementation of an SMO into a big sized company. The lessons include the experience of the company designing and implementing an SMO. A general roadmap and main challenges for the creation of an SMO are presented through the lessons learned of three perspectives: people, processes, and technology. The results in the SMO implementation reveal that it could become a strategic complement for IT services in order to ensure quality, efficiency, and continuous improvement for information technology service management (ITSM). The main changes derived from the SMO implementation were migrate from a function model to a service model, go from management of cost by function to management by service, from an order taker to a focus on business transformation initiatives, from a portfolio management based on applications to a process based on flexible governance.

Vigilant resilience: the possibilities for renewal through preparedness

2018 ◽  
Vol 23 (2) ◽  
pp. 212-225 ◽  
Author(s):  
Elizabeth Carlson
Keyword(s):  
Public Relations ◽  
Design Methodology ◽  
Renewal Theory ◽  
Theory Building ◽  
System Level ◽  
Content Type ◽  
The Public ◽  
Energy Company ◽  
Resilience Process

Purpose Post-crisis renewal discourse (Ulmer et al., 2007) is one form of communication that stakeholders may use as they attempt to organize for resilience. The purpose of this paper propose extending Discourse of Renewal Theory to explain how it could enact a different kind of resilience than scholars typically consider. Organizational resilience strategies often focus on the recovery or prevention stages of crisis management. Under conditions of persistent threat, it would be more productive for renewal discourse to emphasize greater preparedness. Design/methodology/approach To illustrate the need for this kind of theorizing, the author analyzes a case study that follows the public relations efforts of Canadian energy company Enbridge, Inc., in the aftermath of the 2010 Kalamazoo River oil spill. Findings By the criteria of Discourse of Renewal Theory, Enbridge attempted a renewal strategy, but it failed. By other criteria, however, it succeeded: it created the opportunity for richer dialogue among stakeholders about their interdependence and their competing interests. Originality/value By considering how elements of the resilience process may vary, this paper offers resources for more nuanced theory-building and theory-testing related to organizational and system-level resilience.

A case study of workplace learning after the emotional impact of downsizing

2021 ◽  
Vol ahead-of-print (ahead-of-print) ◽  
Keyword(s):  
Workplace Learning ◽  
Design Methodology ◽  
Oklahoma City ◽  
Emotional Impact ◽  
Structured Interviews ◽  
Content Type ◽  
Energy Company ◽  
The Us ◽  
Back To Work

Purpose The study of an energy company in the US was intended to explore how employees’ emotions after downsizing impacted their learning following the downsizing event. Design/methodology/approach The authors elected to study an energy company based in Oklahoma City that had experienced several downsizings over the previous 10 years. More recently, there had been a major restructuring on departments as a result of the downsizing. At the time of the study there were 400 employees. They carried out 30-60 minute semi-structured interviews with nine volunteers, all affected by layoffs. Five were impacted by the loss of a supervisor and all had faced the loss of a co-worker. Findings Three main themes emerged – firstly “resilience”, where they focused on getting back to work, secondly “loyalty”, where most participants spoke about their new-found appreciation for their job and willingness to help colleagues, and finally “moral support” in which they spoke about how the experience strengthened relationships with colleagues, and they came to rely on each other. Originality/value The authors said their study pointed the way forward for organizations that wanted to understand the emotional impact of downsizing, and its effect on learning. They suggested some practical methods to enhance empathy and rebuild relationships.

Reserves and Resources Management: A Continuous Improvement of the Business Processes

2021 ◽  
Author(s):  
Aen Nuril Hadi ◽  
Stephen Leonardo ◽  
Khairul Anwar ◽  
Tuan Manotar Aritonang ◽  
Devialina Puspita Dewi ◽  
...  
Keyword(s):  
Portfolio Management ◽  
Business Processes ◽  
Oil And Gas ◽  
Data Accessibility ◽  
Resources Management ◽  
Energy Company ◽  
Petroleum Resources ◽  
Management And Development ◽  
International Assets ◽  
Analysis Platform

Abstract Managing oil and gas reserves and resources of Pertamina, an Indonesia state owned energy company, has always been challenging processes as the company's portfolio is sparsely located throughout Indonesia. Moreover, since November 2013 the company has also managed its international assets spread across three regions, namely Africa, Asia, and Middle East. In total, there are ~480 fields and ~870 geological structures with different degree of geological background, environment, uncertainty, and maturity of the fields/projects. Obviously, to cope with all those complexities, Reserves Management Department need to figure out its way to properly manage reserves and resources of the company. Reserves and resources of oil and gas is a key strategic priority of the company. It is aligned with both portfolio management and development and production of the assets. Company decision in terms of work program and budget is also mainly derived from reserves and resources potential of the projects. Therefore, to obtain a standardized reserves and resources management, the company has launched company guideline which is mainly influenced by SPE Petroleum Resources Management System (SPE-PRMS, 2007). SPE-PRMS is a project-based system, where reserves and resources estimation, categorization, and classification are on project basis. To properly manage all the projects, since 2019, Reserves Management Department introduced a tool named Project Box which enable reserves analyst to properly map all the projects, evaluate the portfolio, and monitor the progress of the project both in development and exploration phase. Furthermore, to be aligned with company's digitalization campaign, all the reserves and resources data, Project Box, and many other strategic information are stored and maintained in an in-house software named Promyst which will be launched in early 2021. This tool will enhance data accessibility for both management and analyst, increase data integrity and security, provide data analysis platform, moreover this software could also generate cost efficiency for the company. In 2017, along with the final version of the company guideline, the company has fully adapted PRMS. This paper will explain how the company adapt PRMS to its company guideline in which some necessary adjustments took place with respect to company's business processes, the application of Project Box throughout all company's subsidiaries, and implementation of Promyst along with its features and future projection of the software. The result and benefit of implementing those items will be explained in this paper. These extensive works performed by the Reserves Management Department contribute significantly to the company not only for technical but also for commercial aspects therefore promoting a good corporate strategic planning and decision making.

Project management in higher education: a grounded theory case study

2019 ◽  
Vol 40 (5) ◽  
pp. 338-352 ◽  
Author(s):  
Seth Porter
Keyword(s):  
Grounded Theory ◽  
Project Management ◽  
Portfolio Management ◽  
Project Managers ◽  
Theory Approach ◽  
Content Type ◽  
Complex Process ◽  
Management Concepts ◽  
Qualitative Research Methodology

Purpose This paper analyzes project and portfolio management within a major research library, while it was undergoing a complete physical renovation and reinvention of programs and services. This is a complex, almost 100-million-dollar undertaking that implemented a project management (PM) methodology known as portfolio management. The purpose of this paper is to analyze the implementation and management of this process and provide a brief overview on project and portfolio management as a discipline. Additionally, it provides strengths and weaknesses as well as recommendations when implementing PM. Design/methodology/approach The analysis uses a qualitative research methodology case study with a theoretical foundation of inductive grounded theory. The case study is based primarily on seven interviews of project managers who are involved with the project. It also uses document analysis to assist in triangulating the findings and provide a contextual overview of a complex process. A number of themes emerged into overall categories and findings. Findings The key takeaways were the perceived strengths and weaknesses of the process. The strengths were improved communication and transparency, improved organization and documentation and formal decision-making process and resource allocation. The weaknesses were the hammer and the nail problem, the tools and paperwork, rigidity and the lack of agility within the process. This study also describes the process in detail and gives recommendations for improving the methods implemented in similar circumstances. Originality/value This paper analyzes strategic management concepts from an empirical grounded theory approach and real-world perspective with key recommendations.

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