Connect business strategy with project management

Drive your strategy with Portfoleon: a lean product roadmapping and project portfolio management software that helps you stay on top of your game.

Communicate

Present your roadmap in the boardroom

The key to getting buy-in from senior management is to demonstrate feasibility, efficiency, and relevance of your plans to the strategic company goals.

Some users liked our timeline so much that we decided to release it as a free standalone tool.

Ideas for your presentation

Share eye-opening facts about your portfolio to make your point, for example:

Use a risk-reward matrix to explain your priority choices

Use Portfoleon to plot your projects on a single diagram where risks, benefits, and costs are clearly visible.

Visualize your product maintenance requirements

Explain where does the budget go and make a case for process improvements.

More presentation scenarios

  • Print your roadmap and display it on a wall where your stakeholders can see it every day
  • Use your roadmap to create visibility for remote teams
  • Bring your roadmap to the next meeting with your engineering team to communicate the high-level plan and get feedback

Find bottlenecks

Make a convincing case for your budget

Find resource bottlenecks early and take action. You can reshuffle your projects and immediately see the effect of your actions on the resource load. Make a case for additional resources if you need to move faster.

A successful case for additional budget starts with a clear understanding of the business impact of the budget decision vs. that of delay or doing nothing. Make a case using the language of business, and make it visual with Portfoleon.

Analyze your portfolio roadmap with pivot tables.

Things to include in your business case

Portfoleon will help you prepare visual material to add weight to your story.

Resource bottleneck visualization

Demonstrate where exactly your resource bottleneck is.

Lean budgets overview

Make it clear who is doing what.

SAFe budget guardrails

Show budget limitations per innovation horizon.

More resource analysis scenarios

  • Find out when is the best time to start working on the next project
  • Make cost-benefit analysis of your portfolio

Portfoleon supports simple roadmapping alongside with more complex use cases such as lean resource management.

Starting with Portfoleon is as simple as with any visual roadmapping software. We optimized the UI for fast and easy interaction. All boards support simple mouse interaction like drag-and-drop. In the spreadsheet board you can copy-paste from Excel / Google Sheets and drag-to-fill to quickly edit many rows at the same time.

Our Roadmapping plan provides simple visual roadmapping features. However in the future as your product management or PPM evolves, you will need more than displaying diagrams. This is why in our Portfolio Management plan we implemented lean resource management, bottleneck analysis, and simple budgeting.

Portfoleon easily integrates into your IT infrastructure, working seamlessly with other software tools to streamline internal operations and transform the way you do business.

Our users love us, see our reviews at G2crowd.

1
Organizations served
150
Projects created
25
Portfolios managed

Organization strategy must be alive and breathing in order to make an impact. 42% of executives are concerned about the alignment behind the strategy in their organizations. Having an up-to-date realistic top-down view of the projects and priorities is a crucial part of the alignment and a key to successful execution of the strategy.

Are you familiar with the situation whereby you have 100+1 versions of the roadmap in Excel files, Powerpoint slides, or emails and everybody has their own version? Managers make decisions based on outdated information, and the disconnect is only growing.

We believe that an effective link between strategy and execution is possible only if everyone has access to the up-to-date plans and roadmaps. Updating your plans quarterly, or worse – twice a year, is absolutely not enough. Your teams will only consult the plans and will take them seriously if these plans continuously represent the latest data on priorities and schedules. Furthermore, the buy-in depends on the plans being ambitious and realistic from a schedule and resource standpoint.