Project Portfolio Management

Financial Focus

 

Track. Monitor. Manage.

Enabling firms to deliver balanced portfolios in line with strategy and maximizing value.

FINANCIAL PORTFOLIO MANAGEMENT

Track the financials of the entire project portfolio

With bizztracker’s flexible financial setup, you can track as many financial amount series as you want like actuals, budget and updated forecast amounts. Both on project, program and portfolio level you can follow the financial status with flexible views and reports that you can set up to suit your needs. You will see at any time the amount of expenses and benefits committed to the portfolio and can dive into the details with our out-of-the-box reporting tools. This will put you into control of the entire project portfolio.

  • Track specific financial information on projects, programs and portfolios.
  • Evaluate the portfolio budget with the project financials
  • Control the financial status by using custom defined KPIs.
  • Minimize financial risk by managing the portfolio closely.

BIZZTRACKER FUNCTIONALITY

Functionality supporting financial project portfolio management

  • Tracking financial data on different amount types (e.g. budget and actuals) for follow up of project execution financials but also post-launch benefits follow-up
  • Tracking key metrics (also non-financials) on project level to track performance during and after project launch (benefits tracking)
  • Use of flexible KPIs to track strategic financial calculations and performance metrics
  • Full fledged reporting engine to create any report you need for supporting your ppm process

Functionality supporting strategic portfolio management

  • Tracking projects based on relevant strategic perspectives in order to slice and dice the portfolio to support prioritisation and balancing of the portfolio.
  • Use of strategic scoring mechanisms to visualise the project portfolio to support strategic decision making
  • Use of risk scoring techniques to evaluate the overall risk profile of the portfolio
  • Use of flexible KPIs to track strategic calculations and performance metrics
  • Full fledged reporting engine to create any report you need for supporting your ppm process

Functionality supporting operational portfolio management

  • Centralised project, program and portfolio lists
  • Tracking projects based on relevant organisational perspectives
  • Filter views based on any data captured on project level
  • Status reporting aggregated from project into program and portfolio level
  • Planning and progress aggregated from project into program and portfolio level
  • Project dependencies
  • Resource management on project, program and portfolio level: demand versus availability
  • Use of flexible KPIs to track operational performance
  • Full fledged reporting engine to create any report you need for supporting your ppm process

HOW CAN WE HELP YOU?

Book an inspiration session with one of our consultants. We would be happy to hear about your challenges.