We’re All About Business Agility

UMT360’s unique combination of software and services – all backed by a pedigree of innovation and domain expertise – is specifically designed to help you drive business agility.

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next webinar – Thursday, Dec. 15 10:00am PT!

The Agility Shift: Strategic Portfolio Management Trends For 2023

Join us as we explore the emerging trends and the critical role that strategic portfolio management will play in helping every organization drive business agility over the coming year!

industry recognition

Strategic Portfolio Management

Recognized by leading industry publications, UMT360’s robust strategic portfolio management solution is key to effectively driving business transformation.

Powerful Software Accelerators

Get specific capabilities quickly & easily

Roadmapping Resource Management What-If Planning Manage Demand Benefits Realization Cost Management

SPM Accelerator

Portfolio Roadmapping

Create Strategic Roadmaps Quickly & Easily

This Strategy Accelerator adds the powerful roadmapping capabilities you need to create, maintain and share beautiful Roadmaps and Boards in minutes.

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SPM Accelerator

Resource Management & Capacity Planning

Quickly and easily manage resource allocation and resource utilization

Add this Strategy Accelerator to quickly and easily master resource management and capacity planning to maximize resource utilization.

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SPM Accelerator

What-If Scenario Planning & Analysis

Conduct target analysis to maximize benefits and outcomes

Generating what-if scenarios and modeling potential outcomes based on ad-hoc questions used to require teams to stay late and manually crunch numbers. But what if you had the tools to respond to any possible question about any portfolio with just a few clicks?

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SPM Accelerator

Demand Management

Bring order to all the chaos of demand management

Capture disruptive and innovative ideas from anywhere within the organization to help ensure that the next great idea doesn’t fall through the cracks. Move away from disparate sources of business case information like Excel, Word and Powerpoint to better govern and standardize all demand and improve decision making.

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SPM Accelerator

Benefits Realization & Outcome Management

Tracking results is easy when all execution is derived from strategy

Establish and define the right financial & non-financial metrics for each strategy and set targets to ensure that outcomes can be measured. Quickly decompose strategy into the right initiatives needed to drive transformation, and assess portfolio sufficiency to ensure that outcome targets can be met or exceeded

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SPM Accelerator

Cost Management & Capital Planning

Create a model of your organization’s capital expenses

Corporate capital planning software provides a top-down view of all projected costs to support both traditional annual planning and dynamic/continuous planning. Consolidate and streamline the standardized capture of cost estimates across a wide variety of dimensions.

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EBOOK

Definitive Guide To Strategic Portfolio Management: Key To Business Agility

When it comes to strategic portfolio management, we wrote the eBook! Download it now to learn about the two major obstacles to achieving true business agility every organization must address them.

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Comprehensive Enterprise Solutions

The right tools to drive business transformation

Solution

Strategy Execution Management

Addresses the key challenge of gaining visibility and instituting the proper controls across all work. with the right top-down business planning and controls is it possible to align all work with strategy.

Solution

New Product Development

NPD requires all areas of the business to collaborate effectively. This only happens when the right people can make the right decisions based on the right information at every stage of the process.

Solution

Lean Portfolio Management

Enables organizations to adopt the rolling wave continuous planning approaches that provide the agility needed to more effectively align all work with key strategies.

Solution

Business Capability Planning

Business Capability Planning is an integrated, end-to-end solution that helps you effectively and efficiently deliver critical business functionality at the heart of how your business operates.

Solution

Application Portfolio Management

APM enables today’s technology and business leaders to ensure the right technology assets are in place, that they are optimally aligned with the needs of the business, and that they are being invested in to support the organization’s strategic objectives.

Solution

Business Architecture

Provides the models, visualizations and linkages to other architecture disciplines you need to quickly gain valuable insights across your organization from a variety of business-centric perspectives.

Solution

Enterprise Architecture

Business outcome-driven Enterprise Architecture extends traditional architecture practices to allow leaders to focus on activities and strategies that align to specific business requirements and strategies.

Solution

E&C Portfolio Management

UMT360’s engineering and construction portfolio management solution enables Owners & EPCs to align capital / construction and engineering projects with strategic priorities. Easily integrates with Procore and leading construction management platforms.

It Takes a Village to Drive Business Agility

Organizational roles we support

Click on each role in the interactive chart to learn how that role helps drive business agility.

Product Manager

The product manager should be one of the more straightforward roles in helping an organization drive business agility. Since they are directly accountable for the success of their products, the tools and solutions they require are directly linked to the strategic success of the entire organization.

Program Manager

Program managers differ from project managers in that they’re responsible for multiple different initiatives with multiple teams, under a variety of delivery approaches. To drive business agility, they need the right tools to ensure the best possible performance across all of the related projects and initiatives they manage.

PMO

The management function closest to the frontline of work execution, the domain PMO must be given the tools and focus needed to succeed. To be effective and contribute to business agility, PMOs require total visibility across all work regardless of how it is being delivered (traditional, agile or ad-hoc).

Resource Manager

Resource management must happen at a strategic level, span all resources in all business areas, and address needs across multiple business cycles. To drive business agility, resource managers should adopt a comprehensive approach that supports all work, across the entire enterprise, regardless of execution method.

Project Manager

Project managers drive business agility through effective delivery and execution. But being on-time, on-scope and on-budget is irrelevant unless a project also delivers ‘on-benefit’. So it’s critical for project managers to embrace capabilities that ensure all execution is aligned with strategy.

Scrum Master

Using Lean and Agile practices, this role helps to drive business agility by delivering the innovative, high-quality products and services the organization needs to compete in an ever-changing world. This requires solutions and approaches that transcend and complement the typical Agile toolset, connecting work with value.

Team Member

Many of the decisions that happen every day to help drive business agility, happen at the individual team member level. That’s why having the right tools and solutions that ensure alignment across the enterprise is so crucial to ensure that everyone’s work is driving the right transformation.

Enterprise Architect

Today’s Enterprise Architects (EAs) must do more than simply define and enforce technology standards. EAs who understand their role within an agile business focus on driving innovation and business outcomes. EAs who don’t adapt to this reality risk being marginalized to foundational tasks, which won’t drive business value.

Data Manager

Having access to trusted data is fundamental to driving business agility. Using company-wide data best practices – and in coordination with the business architect – a data manager can leverage a variety of capabilities to help ensure that the organization can quickly respond to any opportunity or disruption by leveraging a complete, accurate and contextualized enterprise data set.

IT Portfolio Manager

IT portfolio managers need visibility into all work, regardless of how it is being executed. To contribute to business agility, IT portfolio managers must be able to see an integrated picture of everything that is happening – across all of the tri-modal reality – while also moving beyond just managing traditional projects. Only then can they support the ability to optimize business value.

Business Analyst

This role is crucial in helping an organization identify, articulate and establish the rationale for change – a fundamental concept of business agility. But the business analyst must also have the right tools and processes in place to help them align with other key stakeholders to ensure that they are defining an effective transformation approach.

Business Architect

Nobody better understands how all the key elements within an organization work together to define the enterprise. The business architect needs the right tools to see and understand these relationships, in order to help the organization more effectively connect its strategies with the operation of the business, and with the planned evolution and transformation of that business.

Executive

More than just the individuals responsible for key enterprise functions, departments or business areas, executives drive business agility by ensuring that the enterprise, and every function within it, is contributing to the overall organizational strategy. This requires tools and solutions to provide enterprise-wide visibility, drive effective decision making and help maintain accountability to the organization’s strategic plan.

Finance Analyst

Whether work is being delivered using agile, waterfall or ad-hoc methods, the financial role requires visibility. From products to projects to programs to capabilities, in order to help drive business agility, finance must be able to see everything that’s happening as it happens, and how much money is being spent, and is forecast to be spent.

Transformation Office

Also known as SRO (Strategy Realization Office) or EPMO (Enterprise Project Management Office), this role is crucial for driving business agility and strategic outcomes by ensuring that all work is aligned with business strategy. It is the function that delivers Strategic Portfolio Management, while connecting top-down strategy execution with the working teams delivering throughout the organization.

Portfolio Manager

The portfolio manager is key to business agility and enabling business outcomes, acting as the glue between the Strategy Realization Office, line-of-business executives and the domain PMOs delivering the work. Their success depends on the portfolio manager’s ability to deliver against the organization’s strategic plans.

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