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    SoftExpert Portfolio

    Portfolio Management

    Robust management and prioritization of initiatives

    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.

    Screenshots

    • Enregistrement des initiatives

      Enregistrement des initiatives

    • Classement des initiatives

      Classement des initiatives

    • Visualisation de portefeuille

      Visualisation de portefeuille

    • Portefeuille de projet

      Portefeuille de projet

    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.

    See also

    SoftExpert Project
    SoftExpert Excellence Suite
    SoftExpert PLM
    SoftExpert PPM
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    SoftExpert
    • Products
      • By business needs
        • Overview
        • Business Process Management – BPM
        • Corporate Performance Management – CPM
        • Enterprise Asset Management – EAM
        • Enterprise Content Management – ECM
        • Enterprise Quality Management – EQM
        • Enterprise Risk Management – ERM
        • Environmental, Social and Corporate Governance Management – ESG
        • Governance, Risk and Compliance Management – GRC
        • Human Development Management – HDM
        • Innovation and Change Management – ICM
        • Enterprise Service Management – ESM
        • Product Lifecycle Management – PLM
        • Project and Portfolio Management – PPM
        • Supplier Lifecycle Management – SLM
      • By industry
        • Overview
        • Aerospace and Defense
        • Agribusiness
        • Architecture, Engineering & Construction
        • Automotive
        • Chemicals
        • Consumer Goods
        • Education
        • Energy & Utilities
        • Financial Services
        • Food & Beverage
        • Healthcare
        • High-tech
        • Medical Devices
        • Mining & Metals
        • Pharmaceuticals & Biotechnology
        • Public Sector & Associations
        • Retail
        • Transportation & Logistics
      • By regulation
        • Overview
        • AS9100
        • BPMN
        • BSC
        • CBOK
        • CMMI
        • COBIT
        • COSO
        • FDA 21 CFR Part 11
        • FDA 21 CFR Part 820
        • FSSC 22000
        • GDPR
        • IATF 16949
        • ISO 10015
        • ISO 13485
        • ISO 14000
        • ISO 15189
        • ISO 19011
        • ISO 20000
        • ISO 22000
        • ISO 22301
        • ISO 26000
        • ISO 27001
        • ISO 31000
        • ISO 37001
        • ISO 45001
        • ISO 50001
        • ISO 55000
        • ISO 9000
        • ISO/IEC 17025
        • ISO/TS 14253
        • ITIL
        • OHSAS 18000
        • PMBOK
        • Six Sigma
        • SOX
      • All products
        • Overview
        • Action Plan
        • Analytics
        • APQP-PPAP
        • Archive
        • Asset
        • Audit
        • Calibration
        • Capture
        • Competence
        • Customer
        • Document
        • FMEA
        • Form
        • Incident
        • Inspection
        • Kanban
        • Knowledge Base
        • Maintenance
        • Meeting
        • MSA
        • PDM
        • Performance
        • Portfolio
        • Problem
        • Process
        • Project
        • Protocol
        • Request
        • Requirement
        • Risk
        • SPC
        • Storeroom
        • Supply
        • Supplier
        • Survey
        • Time Control
        • Training
        • Workflow
      • SoftExpert Excellence Suite
      • SoftExpert Excellence Suite
    • Services
      • Overview
      • Training
      • Cloud Computing
      • Consulting and Implementation
      • Customization Services
      • Integration
      • Performance Optimization
      • Service Hours Pack
      • Support
      • Validation
    • Company
      • About us
      • Contact us
      • Business Partners
        • Find a Partner
        • Strategic alliances
        • Become a Partner
        • Qualification Form
      • Careers
      • Channel of Reports
      • Events
    • Customers
      • Overview
      • Success cases
      • Testimonials
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    • Resources
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