Mark Zachman, Portfolio Coordinator, Trimble

Presentation Summary

Portfolio Optimization – Maximizing Your Company's Investment Decisions

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Portfolio Optimization requires a centralized view of all major projects within the organization, viewing them as one portfolio being led by functional departments or business areas.  The trick is that these groups may have disparate requirements.  The goal is to optimize the value of all significant projects within the enterprise to deliver on the business strategy as a whole.

Reference Note: We use PDWare as a basis for resource and project data tracking as well as financial estimating.We then combine this information with our sales database to track the actual return on investment of the portfolio over time.We use this data to guide our decisions as we analyze our upcoming project opportunities.


Mark is the Portfolio Coordinator for Trimble’s Machine Control Joint Venture where they design the advanced electronic guidance and control products for earthmoving machines in the construction, and mining industries. Mark coordinates across multiple business areas to optimize the project portfolio for financial return, resource prioritization, strategic priority, and risk mitigation.   This vital analysis is accomplished through business analytics that relate the resource and financial data, to sales results.  Trimble is a global organization with development teams around the world.

Mark graduated from The Ohio State University with a Bachelor of Science Degree in Agricultural Engineering, Specializing in Mechanical Design.In addition to Portfolio Management, Mark’s experience includes Design Engineer, Engineering Manager, Product Manager, Project Manager, Systems Coordinator & Controls Development.Mark holds (6) US patents for his work in machine control systems.