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IT investment management and information technology portfolio management (ITPM): Brazilian case studies

Pietro Cunha Dolci (Department of Management Sciences, Universidade de Santa Cruz do Sol (UNISC), Santa Cruz do Sol, Brazil)
Antonio Carlos Gastaud Maçada (Department of Management Sciences, Federal University of Rio Grande do Sol (UFRGS), Porto Alegre, Brazil)
Gerald G. Grant (Sprott School of Business, Carleton University, Ottawa, Canada)

Journal of Enterprise Information Management

ISSN: 1741-0398

Article publication date: 7 October 2014




The purpose of this paper is to analyze some Brazilian companies’ use of the information technology portfolio management (ITPM) technique as an aid to their information technology (IT) investments management.


It was carried out in five case studies in different Brazilian companies from several economic sectors which were using ITPM or were in the initial implementation phase. Eight interviews were conducted. The persons interviewed were high-level executives working in the IT department in the studied companies.


Different levels of ITPM use was found with respect to IT investment management (planning, control and evaluation). It was observed, in the analyzed cases, that ITPM is used most frequently in IT investment planning, which is the process most discussed and used in analyzed companies. The ITPM technique is used more frequently in Company 2 than in the other cases because the organization of the IT area in the company is structured according to ITPM dimensions.

Research limitations/implications

The ITPM technique has received little attention in IT research and research in this area identifying the use and applicability of ITPM in companies is still very limited in the information systems literature.


The paper presents IT investment management in different Brazilian companies and how ITPM was used to help companies in this process compose by planning, control and evaluation.



An earlier version of this paper was presented at the 2012 International Conference on Information Resources Management (Conf-IRM), held at WU Vienna, Austria, on May 21-23. The authors would like to thank the financial support from National Counsel of Technological and Scientific Development (CNPq) and Coordenação de Aperfeiçoamento de Pessoal de Nível Superior (CAPES), Brazil.


Cunha Dolci, P., Carlos Gastaud Maçada, A. and G. Grant, G. (2014), "IT investment management and information technology portfolio management (ITPM): Brazilian case studies", Journal of Enterprise Information Management, Vol. 27 No. 6, pp. 802-816.



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