Portfolio Manager

Enterprise portfolio & project governance with real-time visibility and control.

Strategy → Delivery

Link OKRs/strategic themes to programs, projects, and benefits.

Governance at speed

Stage gates, DOA/RACI, and audit-ready change logs.

Truthful data

Single source of truth for schedules, budgets, risks, and KPIs.

Executive clarity

C-level dashboards and portfolio health in one view.

What you get

Portfolio Planning

Ideation intake, scoring models, prioritization, funding gates.

Program/Project Control

Milestones, dependencies, RAID logs, change requests.

Financials

CAPEX/OPEX, baselines, forecasts, and cost variance.

Benefits & KPIs

Targets vs actuals, benefit realization, initiative mapping.

Resources

Roles, capacity, allocation heatmaps, workload.

Reporting

Configurable dashboards, exports (PDF/XLS), auto briefings.

Integrations

SAP/Oracle/ERP • SSO (Entra ID/ADFS) • Email/Teams • Data warehouse/Power BI

How it works

1

Discover & configure

2–3 workshops

2

Import & map data

Projects, resources, KPIs

3

Rollout & train

Pilot → enterprise

Outcomes

reporting cycles
30–50% faster
reporting cycles
within 8–12 weeks
90% adoption
within 8–12 weeks
in unplanned slippage
25% reduction
in unplanned slippage

Use cases

Gov EPMOStrategy officesIT PMOCapital projectsTransformation programs

Security & deployment

On-prem or sovereign cloud

SSO/MFA

Role-based access

Audit trails

Ready to govern with confidence?

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FAQ