Discover how

Uppwise SPM can help to realize Strategic Portfolio Management at Scale and accelerate the transformation of strategic intents into value for your business

Build

the strategy

Create portfolio

Define and map your strategy - Strategy Portfolio Management PPM
  • Define and map
    YOUR STRATEGY

Strategy definition is a fundamental step to achieve strong strategy-to-execution alignment capabilities.

 

Uppwise SPM has a dedicated strategy module  which supports the creation of enterprise strategies by defining and mapping those elements which really matter into your journey to value creation.

 

Strategic Themes (or Pillars) and Key Goals can be linked to Objectives & Key Results (OKR) to connect the enterprise vision to execution teams.

 

Uppwise SPM strategy module is perfectly integrated with portfolio module to handle top-down funding and bottom-up updates on strategy execution performances.

Build the strategy

Create

Portfolios

Fund the strategy

create portfolio to support your strategy - Strategy Portfolio Management PPM
  • Create portfolios to
    SUPPORT YOUR STRATEGY

With Uppwise SPM you can create multiple types of portfolios (and sub-portfolios scenarios) and connect them to strategies.

 

An intelligent optimizer, combined with scenario management features, will help to choose the optimum portfolio composition and maximize the strategic alignment of key elements such as investments, business capabilities, products and projects.

 

In-flight and planned initiatives can be prioritized and re-prioritized based on an objective scoring model.

Create portfolios

Fund

the strategy

Manage demand

manage your strategy funding - Strategy Portfolio Management PPM
  • Manage your
    STRATEGY FUNDING

Traditional funding models do not provide enough flexibility to support business context evolving and changing at high pace.

 

Uppwise SPM offers a unique set of features to help strategy funds allocation based on the outcomes of strategic portfolio analysis and the use of funding models by value-streams.

 

Portfolios can be funded by incremental investments which can be easily re-balanced in case of priority changes or shifted to other investments generating more value for the Company.

Fund the strategy

Manage

Demand

Manage programs

Project and work demand intake - Strategy Portfolio Management PPM
  • Collect ideas and
    INCOMING DEMAND

Incoming demand for planned and unplanned initiatives tied to enterprise-wide strategies can be managed within Uppwise SPM demand module.
Demand process can start by capturing ideas for new initiatives which are eventually converted into new requests (projects, features).

New demand items are added to portfolio scenarios, ranked, prioritized and evaluated, in combination with running initiatives, in terms of impacts on capacity and funds on the overall portfolio.

 

The ability to create multiple scenarios enables what-if analysis and simulation with the ultimate goal of moving forward only those initiative which are strongly aligned to the strategy realization.

 

Uppwise SPM is delivered with a powerful workflow engine designed to support demand management process automation also within a Kanban board.

Manage demand

Manage

Programs

Analyse capacity

Run Adaptive Program Management - Strategy Portfolio Management PPM
  • Run adaptive
    PROGRAM MANAGEMENT

The Program Management module of Uppwise SPM is designed to enable the creation of programs that can be managed as separate entities.

 

Programs can be cross-referenced to portfolios through the association of projects, products and other items.

 

Program managers can leverage on a configurable workspace where all program information can be viewed and analyzed into an integrated environment through a roll-up of associated items details.

 

Program Timelines, Products Roadmaps, Risks, Dependencies, Resources Capacity and Financials can be combined into comprehensive views which enable performance analysis from individual item to the overall program.

Manage programs

Analyse

Capacity

Execute portfolios

Implement Resource Capacity and What if Scenario Modeling - Strategy Portfolio Management PPM
  • Implement resource capacity
    AND WHAT-IF SCENARIO MODELING

Uppwise SPM portfolio management offers an advanced set of resource management capabilities. Resources can be categorized by skill & seniority, job title and many other attributes which can be used to aggregate and analyze them among programs and portfolios.

 

Resource capacity thresholds can be implemented and used as a constraint to model portfolios scenarios and determine roadmap feasibility.

 

Capacity planning capabilities will drive the planning, the prioritization and the re-prioritization of portfolios initiatives at any level of detail and will enable to forecast in advance resource shortages and bottlenecks by skill, role, department and other attributes. Current resources usage can be captured through seamless integration with work management and timesheet. management solutions.

Analyse capacity

Execute

Portfolios

Integrate Portfolio Elements and Map to Strategies - Strategy Portfolio Management PPM
  • Integrate portfolio elements
    AND MAP TO STRATEGIES

Uppwise SPM’s Portfolio Management allows a perfect integration between strategies and portfolios by cross-referencing and linking portfolios key items to strategies’ elements.

 

Portfolio analysis and simulations can be seamlessly reflected over strategic goals and objectives to identify the scenario composition which is better supporting your strategic intents.

 

Configurable performance metrics, key performance indicators can be used to report the progress of strategy results both for planned and in-flight projects.

 

A dedicated set of features is also available to allow a full implementation of OKR (Objectives & Key Results) at various level of details, from enterprise to execution teams.

  • Look at the big picture
    OF YOUR INITIATIVES

Uppwise SPM offers a powerful-user configurable and role-based dashboarding module which allows the creation of analytical pages to provide visibility of the root causes of success and failure.

 

Executives need more than just reports. With Uppwise they have a graphical, visual representations of findings and insights performance metrics, key performance indicators, or objectives and key results that report the progress of strategy results, and those anticipated by planned and in-flight projects.

Look at the Big Picture of Your Initiatives - Strategy Portfolio Management PPM
  • Integrations:
    LEVERAGE A CONNECTED ECOSYSTEM

To maximize the contribution from your execution teams you need to be open and flexible to accept outcomes of work happening in multiple contexts using different tools.  Uppwise SPM can be the glue to connect different solutions into a single comprehensive and consistent environment seamlessly connected to your vision.

 

Our standard integration framework includes components to connect tools and platforms for Adaptive Project Management & Reporting, Collaborative Work Management, DevOps, ITSM, Content Management, ERP, Web Meetings.