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    SoftExpert Portfolio

    Portfolio Management

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    Home » By Products » SoftExpert Portfolio

    SoftExpert Portfolio

    SoftExpert Portfolio is designed to help organizations identify, prioritize, balance, and manage the mix of initiatives that offers the greatest contribution to its strategic investments. The solution helps executives derive prioritization scores and effectively evaluate the competing investments to optimize the application of resources to the highest value opportunities.

    The system allows users to analyze different scenarios through simulations ensuring that they are working on the right innovation projects in the right strategic areas by integrating strategy, finances, operationalization and technology.

    By organizing all the portfolios in a single environment, the solution offers a significant amount of information through customizable reports and graphs delivering easily accessible portfolio performance data to the entire organization.

    (If you can’t see this video, click here)

    Screenshots

    • Initiative registration

      Initiative registration

    • Initiative ranking

      Initiative ranking

    • Portfolio view

      Portfolio view

    • Project portfolio

      Project portfolio

    Features

      Demand Management
      Business Case Construction
      Evaluation and Prioritization
      Demand Management

      Demand Management

      • Capture, evaluation, and approval of investment requests – ideas, projects, services, incidents, new products, strategic initiatives and investment proposals.
      • All demands evaluated and managed in a centralized environment.
      • Custom approval workflow.
      Business Case Construction

      Business Case Construction

      • Planning and assessment of the financial metrics.
      • Scorecard configuration capabilities for evaluation and justification criteria.
      • Evaluation of resource capacity and demand.
      • Custom assessment workflow.
      Evaluation and Prioritization

      Evaluation and Prioritization

      • Evaluation and approval of scenarios.
      • Ranking, decision modeling and prioritization.
      • Progress monitoring, re-evaluation and reprioritization as needed.
      • Custom approval workflow.
    Brochure / Demo More Information Request a Live Demo

    Featured Resources

    Ebook

    10 Knowledge and Skills Every Project Manager Should Have

    How to reach your project’s goals using the 10 knowledges and abilities described in the PMBOK.
    Learn more
    DOWNLOAD

    White Paper

    Overcoming portfolio inertia and portfolio entropy

    How this approach is both practical and robust, helping managers tackle the large value proposition.
    Learn more
    DOWNLOAD

    White Paper

    Process portfolio analysis based on maturity survey

    This article outlines a concept to build and maintain process portfolios to outplay its main challenges.
    Learn more
    DOWNLOAD
    More Resources

    See also

    SoftExpert Project
    SoftExpert Excellence Suite
    SoftExpert PLM
    SoftExpert PPM
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