Business Case: Finding the Optimal Portfolio
Finding the optimal portfolio while taking into account company-specific constraints and objectives is a real challenge. People in your company who make strategic portfolio decisions (e.g., portfolio managers, PMOs, portfolio board members, C-level management) regularly face the following questions:
- How many projects can we implement with our human and financial resources?
- Which projects contribute to our strategic goals — and which do not?
- Will we achieve our portfolio goals and specifications with the planned portfolio composition?
These questions should be answered in a data-driven, efficient, and transparent manner. Clarity provides various standard functions to support this and centrally bundles all relevant data.
As portfolio management matures, decision-makers in your company want a quick overview of relationships, dependencies, and impacts. This is where itd Portfolio Optimizer comes in – an add-on for Clarity developed by itdesign.
Our Solution: All Relevant Dimensions of Portfolio Planning in One Interactive View
The itd Portfolio Optimizer supplements Clarity with a central planning and control view that combines strategic and operational portfolio management:
- Strategic portfolio planning (vertical sorting): Which initiatives should we implement?
- Operational portfolio planning (horizontal sorting): When should we implement which initiative?
Prioritize your investments with the itd Portfolio Optimizer: First use Drag & Drop to arrange your initiatives, then draw a dynamic cut-off line. You can see at a glance and in real time, you can see how decisions affect resource utilization, budget compliance, strategy, and other targets.
Create your ideal portfolio by moving the cut-off line or projects – visually, interactively, and based on live data. Configurable widgets help you keep track of all important goals and constraints. This creates maximum transparency for informed and future-oriented decisions.
Once you have put together the optimal portfolio, you can start operational planning in the same view. Taking available capacities into account, choose the ideal time to implement each project by simply dragging and dropping the projects onto the timeline. The color-coded resource utilization shifts in real time, allowing you to identify the ideal implementation period as soon as you move the project.
Added Value for Your Company
- Strategic and operational portfolio management in a single view – no more jumping back and forth
- Transparent prioritization of all projects
- Support with prioritization through automated suggestions based on your self-defined criteria
- Fast decision-making, e.g., in the event of conflicting goals
- Direct overview of your portfolio's impact on resources, budget, and other targets
- Deep anchoring of Clarity in the company through high strategic value
- Easy to use with a high level of functionality
- Synergy effects when using the itd Advanced Resource Planning add-on simultaneously
- Interactive ranking of projects via Drag & Drop
- Dynamic cut-off line with real-time feedback
- Visualization of resource utilization at the individual, role, or team level
- Up to 5 individually configurable widgets with color coding
- Automatic ranking based on Clarity attributes
- Flexible filter options
- Individually configurable views that can be shared with other users
- Separately controllable rights management and licensing
- Seamless integration into the Clarity user interface
- Easy installation and free 30-day trial version
- Release security and continuous development
Get Your Free 30-Day Trial Now!
To ensure that the itd Portfolio Optimizer meets your requirements, you can try the add-on free of charge and with no obligation for 30 days. You can do this either directly in your Clarity system or with a trial account. Do you have any further questions about its functionalities? Feel free to contact us!
