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Strategic Portfolio Management

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Strategic portfolio management

Enable executives, finance, and EPMOs to drive their organizations’ transformation and initiatives, adapt with change, and accelerate on-strategy delivery.

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Improve speed-to-value and market responsiveness

Increase the pace and consistency of cross-functional strategic program commitments, identify leading indicators of success, and increase orgazational agility with streamlined governance.

Unlock organizational capacity for priority initatives

Ensure the organization has the capacity to meet demands, understand the impact of reprioritizing and shifting capacity, and ensure teams remain focused on strategic objectives with integrated goal tracking.

Increase confidence in strategic investments

Base investments decisions on complete and actionable data, prioritize strategic initiatives and explore risks with tradeoff scenarios, and align strategy and execution.

Your maturity journey

  • Program management

    Define the organization’s strategic initiatives; align initiatives to programs with projects

  • Adaptive portfolio planning

    Detailed models and scenarios that will deliver strategic objectives, given financial, resource, and risk constraints

  • Elevated funding

    Review and elevate program and product funding to ensure alignment to strategies and portfolio

  • Flexible governance

    Streamline governance with ‘just enough’ governance; empower teams to work collaboratively across different methodologies

  • Outcome-driven planning

    Build roadmaps that connect strategy to the investments and outcomes; visualize dependencies, mitigate risks, set clear vision, and confirm priorities

Start with the essentials

  • 3-Video.jpg

    Solution demo video

    Learn more about increasing visibility, connectivity, and delivery time for your organization.

    Learn more
  • 6-BestPractices.jpg

    Adaptive portfolio planning eBook

    Five steps to acheieve greater agility for your transformation journey.

    Learn more
  • 5-Guide-UseCase.jpg

    Which module is right for you?

    Determine which module will enable your team to deliver their work most effectively.

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  • 9-Workshop.jpg

    Maturity journey workshop

    Map your organization’s journey using this self-guided workshop.

    Read now
  • PAFProduct|EnterpriseOne--**--PAFProduct|LeanKit--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|FlexibleGovernance--**--Agile Team Delivery
    Execute work according to your team’s preferred methodology and processes.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|AdaptivePortfolioPlanning--**--Capacity Planning
    Leverage reports and analytics to gain actionable insights into your planning portfolio and inform investment decision making.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ElevatedFunding--**--Cost Management
    Plan and manage financial costs for projects, programs, and products.
  • PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--PAFProduct|EnterpriseArchitecture--**--JourneyStage|ProgramManagement--**--Enterprise Architecture Management
    Understand and manage applications and technologies that support the business.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ElevatedFunding--**--Financial Planning
    Plan and manage project, program, and product financial information.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Strategy--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ProgramManagement--**--Initiative Planning
    Define, manage, and estimate costs for your organization’s strategic initiatives.
  • PAFProduct|Spigit--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ProgramManagement--**--Innovation
    Submit, centralize, and evaluate crowd-sourced ideas from across the organization.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|LeanKit--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|OutcomeDrivenPlanning--**--Objectives and Key Results
    Define, align around, execute, and measure progress toward organizational goals.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|AdaptivePortfolioPlanning--**--Prioritization and Scenario Analysis
    Assess and prioritize investments before the approval of your portfolio plan.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Program Management
    Monitor program roadmap realization by tracking program status and health.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--JourneyStage|ProgramManagement--**--Program Portfolio Planning
    Track programs and related projects through planning, categorization, and review.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|FlexibleGovernance--**--Project Team Delivery
    Collaborate in a workspace with integrated Kanban boards and centralized document management.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAFSolution|ProductPortfolioManagement--**--Project Team Delivery (Connected)
    Collaborate in a workspace with integrated Kanban boards and centralized document management.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|AdaptivePortfolioPlanning--**--Resource Management
    Track and manage resource assignments and forecast future demand.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--PAFProduct|PlanviewRoadmaps--**--JourneyStage|OutcomeDrivenPlanning--**--Roadmapping
    Translate strategic ideas into an interactive timeline of business outcomes and deliverables.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--JourneyStage|ElevatedFunding--**--Strategic and Program Funding
    Define and manage financial targets at the strategic and program level.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ProgramManagement--**--Work Management
    Develop a work plan, manage project delivery, and report on project status and health.

Browse capabilities

Explore your SPM capabilities and get guidance for maturing your portfolio planning practices and become more adaptive by investing incrementally, shifting resources, and aligning organizational goals to teamwork structures.

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