Strategic Portfolio Management Reviews and Ratings

What is Strategic Portfolio Management?

Gartner defines strategic portfolio management (SPM) as a set of business capabilities, processes and supporting portfolio management technology. Business leaders, enterprise portfolio management office (EPMO) leaders and IT leaders require SPM to support enterprisewide strategy-to-execution alignment and adaptation. The SPM market addresses the integrated portfolio management technology needs of business leaders, EPMO leaders and IT leaders. SPM technology supports clear definition of key business strategies and desired business outcomes, and the formulation and mapping of these with key portfolio elements, such as business capabilities, investments, programs, digital and physical products, applications and projects. SPM technology allows users to create multiple portfolio and subportfolio types with focused themes, such as programs, digital products, physical products, business or IT services, projects and applications. It allows users to link and cross-reference elements in the different portfolios and subportfolios to support integrated portfolio analysis and tracking. SPM technology is designed to help users maintain enterprisewide strategy-to-execution alignment, communication, adaptation and decision making. It allows for adaptation in strategic investment planning and execution when strategies shift or evolve due to changing priorities or emergent business disruptions. Enterprises continue to experience significant business disruption (e.g., supply chain constraints, talent shortages). In the midst of continuous disruption and uncertainty, they are increasing digital technology investment. Enterprises need to be proactive and nimbly reactive in delivering on business outcomes by adopting strong SPM capabilities and practices.

Products In Strategic Portfolio Management Market

"Planisware providers a truly integrated forecast the informs portfolio tradeoffs."

I have the vendor is able to provide creative solutions with the tool's framework and I have the Planisware platform is very robust and feature rich. The feature systematically build on each other providing for robust technical solutions.

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"Good platform to plan and track strategic growth with nice ranking scale system"

This platform offers the best experience in terms of ease of organization. Its very simple to sort, prioritize, and coordinate metrics for projects and goals.

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"Comprehensive and User-Friendly Portfolio Management Solution"

OnePlan is an exceptional tool that has transformed our reporting and tracking capabilities within my project management office. The platform is incredibly user-friendly and allows us to tailor our portfolio to meet our organization's unique needs. The dashboard provides real-time insights that make it easy to track progress accross multiple portfolios within a large organization. Pros: highly customizable, user-friendly interface, real-time insights and comprehensive reporting through PowerBI, responsive and knowledgeable customer support. Cons: occasional learning curve with advanced features, but the support team is always available to assist, PowerBI report building would be difficult for us if we did not have an in-house resource as a PowerBI developer. We received incredible training from OnePlan's team on how to use PowerBI to create reports, but with the number of unique reports we needed built out (aside from the out-of-the-box reports OnePlan provides) it was helpful having someone in house to take on that work.

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"The Transformation of Planview: A Comprehensive Portfolio Management Tool"

My experience with Planview, having used at least 3 organizations at the moment, has been mostly positive. I first began using the product in 2014. At that time there were a lot of issues with lag in loading times during database commit. Over the years, though, they have done a lot of platform upgrades to improve performance and query optimization, and most impactfully there has been a shift from traditional databases to cloud/microservices architecture. The one thing that stands out about the company is its ability to listen to customers. In 2014, the organization in question was a very large and global software company. The Planview team worked very closely with me during my time as the PMO portfolio manager to gather feedback from our PM community and incorporate them into their roadmap beyond the initial teething problems following the initial rollout. Over the years, Planview has morphed into more than just a PM tool. They offer OKR alignment features, end-to-end strategic portfolio management and most recently inclusion of AI capabilities into their platform with Planview Platform for Connected Work. The availability of several avenues for training resources also helps during the onboarding process for a smooth adoption and usage experience. Overall, I have seen this company come a long way over the last decade plus and continue to make significant strides with respect to their value proposition in this very saturated market for project and portfolio management software.

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"The simplest and most effective tool supporting exceptional strategy and OKR management"

The interface is very easy to navigate and it makes it very simple to track the progress of every goal. The team is very helpful and I get quick replies and the right answer to my questions. It helps keep itemized list of steps that need to happen to achieve company development goals.

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"Alfabet's Single Platform: A Game Changer for Portfolio Management"

Overall, I'm very satisfied with Alfabet as the SPM Tools as well as the EA Tools. The best of all is that they are integrated into a single platform that enables collaborations & create synergy between the portfolio/ product management team & EA team. SAG provides us with a great customer success focal who is very experienced, very responsive & know how of the product. The Alfabet Ver 11 is definitely a game changer for them especially on the major improvement in the UI/UX. I like the flexibility & comprehensiveness of the tools that allow us to start small and scale accordingly.

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"Clarity has been a huge success with our team and our department."

Great product to capture visibility into the overall costs and benefits of various investments put out by our department. Shows a real ROI of what our dollars are doing for us.

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"A must-have for Architects and Delivery Managers"

I feel that I am treated as though I am their only client.

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"Excellent tool to group our KPIs and projects into the different spheres of our strategy"

This platform is flexible and truly multifunctional that it makes the work of building, tracking and managing our strategic plans very straightforward. The support team is always willing to go the extra mile and help with any questions and resolves tickets swiftly.

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"Powerful platform to execute strategic goals more effectively and operationalize OKRs"

It is an easy to use solution that is cost effective but also versatile that allowed us to create an organized, repetitive process for our OKRs that keeps us on schedule and creates transparency between all business units.

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"Complete tool for strategy with support team that is solid right through from kick-off"

We have really leveraged this tool to bring all involved parties into the strategic planning and executing process. It makes it very easy to measure KPIs and track progress, and it is highly effective in communicating progress to the full organization.

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"Great tool to achieve the overall strategy through tactical objectives and OKR tracking"

The tool helps in managing large projects effectively by providing detailed visibility of all the tasks, dependencies and timelines. It excels in translating ambitious strategic objectives into concrete, time-bound, and measurable goals.

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"Superb strategy execution tool with easy to pull reports that indicate status accurately"

Fantastic tool for planning and execution of our company strategies that is able to integrate with many tools we use to manage individual parts of our strategy and it is helpful with tracking the KPIs progress with its intuitive dashboards. We have received very responsive support from their team and good user documentation and videos.

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"A flexible and accomidating partner"

We found the vendor to be very flexible and accomidating through the sales process (POC to negotiation). They were interested in working with us and were willing to put resources to work with us presale; before we made a formal committment.

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"Easy-to-use platform for modelling and linking business artifacts in different layers."

Jalapeno provides a comprehensive and intuitive user interface to model business artifacts such as software services, digital workflow and GUI. Linkability between each of those artifacts is unique and powerful when modelling multiple business layers. Moreover, they provide customization cater to customer needs.

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"Innotas Tool Review (used for SharePoint)"

Overall, Innotas is a user a friendly tool

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"UMT360 is a clear winner!"

I have hands on experience implementing and using three PPM products and found UMT360 to be the best fit for the vast majority of medium to large companies. The base Microsoft Project Online product provides all the project management essentials in a familiar, ease-to-use interface while UMT360 provides the advanced functionality required to complete enterprise-level planning and governance seamlessly in the same interface. The team at UMT360 and Microsoft are incredible responsive and don't try to nickel and dime you for continuous improvement-related enhancements. My only hope for the products are related to PowerBI and some of its limitations. I hope to see UMT360 provide multiple reporting options perhaps while Microsoft continues to evolve the PowerBI product.

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"Great project & portfolio tool with potential for a holistic IT management solution"

great support from vendor during implementation and afterwards. Solution provides needed functionalities and vendor extends continously exisiting ones.

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"A flexible and robust platform for business-, risk- and portfolio management."

worked with this platform 15 years, as administrator and advisor

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"Strong and reliable platform for measurable goal setting and brilliant strategy execution"

The platform is easy to use and calculates our goal progress better than other strategic management tools I have used. It has been the most helpful in that it enables teams to track activities and progress across departments and see how their work ties into overall strategic objectives.

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