Challenges within portfolio management

  • Lack of a clear overview of how the organization is working towards organizational strategy and goals
  • It is difficult to prioritize strategic initiatives due to the lack of an integrated and transparent view of priorities and available implementation capacity. As a result, no (joint) choices are made about strategic initiatives.
  • There are no limits to strategic initiatives and plans are unrealistic. Teams are overwhelmed and there is uncertainty about what will be delivered.
  • The lack of data insight makes it difficult to determine the correct business value of strategic initiatives.

Centralize the organization around the company strategy and objectives

  • Communicate your strategy to all levels of the organizations.
  • Visualize your organization's strategy and the coherence with goals, key features and epics (OKR).
  • Manage progress towards goals, epics en key results in one overview.

Supports the total portfolio cycle from the organization

  • Provide an overview of all new and ongoing initiatives with the portfolio funnel.
  • Supports data driven decision making. 
  • Prioritize the portfolio by value by using your own prioritization formula(s).
  • Set out all the initiatives in the portfolio in the time on the roadmap. Integrate multiple roadmaps to get an overview.
  • Create multiple portfolio scenarios and for the most suitable scenario with one push of the button button.
  • Report on progress and impediments.

Gain an overview of all new and ongoing initiatives with the​ portfolio funnel

  • Provide an overview of all new and ongoing initiatives with the portfolio funnel.
  • WIP limits keep focus on what really matters is important.
  • Portfolio metrics ensure that there is sufficient progress is being made.

Supports data-driven decision making with objective prioritization

  • Prioritize the portfolio by value by using your own prioritization formula(s).
  • Focus on all stakeholders in the organization what really matters.
  • Creates prioritization sessions with the portfolio board attractive and simple.

Roadmapping provides insight and overview of time and dependencies

  • Set out all the initiatives in the portfolio in the time on the roadmap.
  • Integrate multiple roadmaps to get an overview to get.
  • Easily visualize dependencies.

Report about the progress and impediments

  • Get realtime insight into the status of strategic initiatives.
  • Follow the high and lowlights of the different strategic initiatives.
  • Bring the results from different portfolios together in a clear manner.

Look far ahead with the capacity and financial overview

  • Make strategic decisions based on the capacity overview and get a clear overview of the availability and limitations of your teams and portfolio.
  • Map out the total change budget and the distribution thereof over the various epics en teams.
  • Make informed decisions about whether to add or remove scaling down teams.

are you making portfolio own through the personalize of work items, custom fields and reports

  • Personalize you work items and add them to your portfolio.
  • Create custom fields and set your own filters in.
  • Customize the progress reports to your needs situation.

Make the login simple with the integration of Azure Active Directory

  • Simplify login for users by the integration with Azure Active directory.
  • Simplifies user management and authorization for the administrators.
  • Easy to expand with industry specific SSO services such as SURFconext.

Synchronize and keep your systems with Azure DevOps, Jira and PowerBI.

  • Synchronize the choices made via the integration with Azure DevOps en Jira.
  • Keep your systems up to date with two-way synchronization.
  • Connect Cockpit to your PowerBI area for specific, customized reporting.

Use the AI beta function to simplify your work

  • Let AI beta actively participate in improving of your OKR's, epic and feature statements and other criteria within your portfolio