See Your Entire Portfolio at a Glance
Strategic visibility across all projects.
Build a portfolio management system that provides executive visibility, tracks strategic alignment, and enables data-driven prioritization.
Strategic Portfolio Management
Our portfolio management systems give executives the visibility they need to make strategic decisions about project investments.
Managing a portfolio of projects requires a different perspective than managing individual projects. Executives need to see across all projects, understand resource constraints, track budget consumption, and ensure alignment with strategic goals. We build custom PPM systems that provide this strategic visibility.
Our systems aggregate data from individual projects into portfolio views. Executive dashboards highlight health, risks, and key metrics. Budget tracking shows planned vs. actual across the portfolio. Strategic alignment scoring helps prioritize projects that deliver the most value.
Why Build Custom Portfolio Management?
Expert portfolio management development tailored to your strategic needs.
Custom portfolio management tracks the metrics and dimensions that matter to your organization. Strategic alignment scoring reflects your actual strategic goals, not generic categories.
What-if analysis lets you model portfolio scenarios before making decisions. Custom dashboards present the exact information your executives need.
Requirements & Prerequisites
Understand what you need to get started and what we can help with
Required(2)
Portfolio Structure
Project types, categorization, strategic goals, and scoring criteria.
Executive Needs
Dashboard requirements, key metrics, reporting frequency, and decision support needs.
Recommended(1)
Data Sources
Project management systems, financial systems, and resource data to aggregate.
Common Challenges & Solutions
Understand the obstacles you might face and how we address them
No Portfolio View
Executives can't see across projects, make decisions without complete picture.
Our Solution
Unified portfolio view aggregating all project data with drill-down capability.
Spreadsheet Reporting
Hours spent compiling portfolio reports, data outdated by delivery.
Our Solution
Real-time dashboards with automatic data aggregation from project systems.
Poor Prioritization
Projects prioritized by politics, not strategic value.
Our Solution
Strategic alignment scoring with objective criteria enables data-driven prioritization.
Budget Overruns
Budget issues discovered too late, projects cut or reduced.
Our Solution
Real-time budget tracking with forecasting and early warning alerts.
Your Dedicated Team
Meet the experts who will drive your project to success
PMO Leaders
Responsibility
Manage portfolio, set standards, report to executives.
Experience
PMO management background
Executives
Responsibility
Review portfolio health, make investment decisions.
Experience
Executive leadership
Project Managers
Responsibility
Update project status, manage individual projects.
Experience
Project management
Finance
Responsibility
Track portfolio budget, forecast spending.
Experience
Financial planning background
Engagement Model
Ongoing system support and portfolio optimization
Success Metrics
Measurable outcomes you can expect from our engagement
Portfolio Visibility
100%
All projects visible in single view.
Typical Range
Budget Accuracy
95%
Budget forecast accuracy.
Typical Range
Decision Speed
3x Faster
Time to make portfolio decisions.
Typical Range
Strategic Alignment
+40%
Projects aligned with strategy.
Typical Range
Reporting Time
80% Less
Time to produce portfolio reports.
Typical Range
Risk Visibility
100%
All project risks visible at portfolio level.
Typical Range
Return on Investment
Portfolio management delivers ROI through better strategic decisions and resource allocation.
Better Decisions
Qualitative
Within Data-driven prioritization
Reporting Savings
$30K+
Within Annual from automation
Payback Period
6-12 months
Within Typical timeframe
“These are typical results based on our engagements. Actual outcomes depend on your specific context, market conditions, and organizational readiness.”
Why Choose Us?
See how our approach compares to traditional alternatives
| Aspect | Our Approach | Traditional Approach |
|---|---|---|
| Portfolio Views | Custom views and dimensions See what matters to you | Fixed portfolio structure |
| Strategic Scoring | Your strategic criteria Align with your strategy | Generic scoring |
| Executive Dashboards | Custom executive views Executive-ready insights | Standard dashboards |
| Pricing | One-time + maintenance Lower total cost | Per-user enterprise fees |
Technologies We Use
Modern, battle-tested technologies for reliable and scalable solutions
React
Portfolio dashboards and views
Node.js
Aggregation and analytics engine
PostgreSQL
Portfolio and project data
D3.js
Executive visualizations
Ready to Get Started?
Let's discuss how we can help you with project management.