UMT360 Blog

Blog Posts from the Leader in Strategic Portfolio Management

Importance of Strategic Portfolio Management Highlighted In New Research Report

A recent report initiating coverage of UMT360 by 451 Research asserts that strategic portfolio management (SPM) is key in helping organizations “capture what success looks like, understand current and future states in terms of architectures and business capabilities, and align different stakeholders to get there.” The report examines UMT360’s ability to deliver SPM capabilities to …

UMT360 Strategic Portfolio Management Solution positioned in the 2022 Gartner Magic Quadrant

Gartner has once again included UMT360’s Strategic Portfolio Management software in its Magic Quadrant for Strategic Portfolio Management report. Gartner’s 2022 report also provides a stark warning to organizations that disruptions should not be ignored or dismissed, but rather expected when planning and executing strategy. The report goes further, predicting that that by 2025, organizations …

UMT360 Client Showcases Solution At Business Architecture Innovation Summit

UMT360 client Cargill will present at the 10th Annual Business ArchitectureInnovation Summit on Thursday, March 24, 2022, at 3:55 pm EDT, discussing the different ways the company performs and utilizes assessments they generate using UMT360’s Enterprise Connect solutions. Due to the complexity of their business environment, Cargill requires business capabilityassessments at multiple levels, by function, …

UMT360 Acquires Western Principles

Bellevue, WA, February 23, 2021: UMT360 is proud to announce the acquisition of Western Principles Consulting, Inc., a leading Canadian-based Project Portfolio Management (“PPM”) consulting firm. Founded in 2005 with headquarters in Vancouver, BC, Western Principles has successfully conducted PPM implementations across Canada, including Microsoft’s PPM systems and UMT360’s strategic portfolio management software suite, in …

UMT360 Acquires FIOS Insight

Bellevue, WA, December 10, 2021: UMT360 is proud to announce the acquisition of FIOS Insight, a leading Enterprise Architecture (EA) software and consulting firm that helps companies simplify their Business Architecture, Portfolio Rationalization and Enterprise Architecture processes. UMT360 expects to combine the technology and expertise of FIOS Insight with its existing Strategic Portfolio Management (SPM) …

360 Portfolio Insights v6.7 – Product Update 7

We’re pleased to announce the availability of 360 Portfolio Insights v6.7 – Product Update 7 (PU7). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments. UPCOMING CHANGES: Starting with 360 Portfolio Insights …

360 Enterprise Connect v3.6

We’re pleased to announce the upcoming release of 360 Enterprise Connect v3.6. We strongly recommend that you validate these updates once they become available. Here is a list of changes that will be introduced with this update: Added the ability for users to control security for individual Objects Introduced a new interface which provides bi-directional …

360 Portfolio Insights v6.6 – Product Update 6

We’re pleased to announce the availability of 360 Portfolio Insights v6.6 – Product Update 6 (PU6). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments. Here is a list of changes that …

UMT360 v6.5 – Product Update 5

We’re pleased to announce the availability of UMT360 v6.5 – Product Update 5 (PU5). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments. Here is a list of changes that will be …

The current strategy of aligning investment to business drivers is faltering

With over 30 years of deploying investment management strategy software and consulting, I have come to realize that organizations require different approaches to support the implementation of their business strategy. Investment strategy is typically viewed as a vehicle to implement business strategy. For as long as I can remember, the assumption has been that strategy …

Forrester’s Strategic Portfolio Management Report Features UMT360

Having already been positioned early this year in Gartner’s 2021 Strategic Portfolio Management Magic Quadrant, UMT360’s Strategic Portfolio Management (SPM) software is now also included in a new Forrester analysis of the SPM market. Forrester’s Now Tech: Strategic Portfolio Management Tools is the second major analyst report featuring UMT360’s software, and positions UMT360 as one …

UMT360 v6.4 – Product Update 4

We’re pleased to announce the availability of UMT360 v6.4 – Product Update 4 (PU4). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments. Here is a list of changes that will be …

Strategic Planning Office

The Strategic Planning Office is at the heart of the ability to deliver strategic success The Strategic Planning Office ensures that all planning across the organization is integrated and aligned with strategic priorities.  It manages the maintenance and evolution of those plans for all work types and all portfolios through the continuous adjustments that are …

Demand better demand management

Has any executive ever complained that they had too few projects?  Most feel that they have way too many projects, and can never get them all completed.  Yet having failed to deliver 100 projects for each of the last ten years they’ll still happily approve another 100 projects next year in the hope that something …

Strategy Realization Office

Your strategic realization office or SRO is the hub of all strategic activity Whether you refer to it as a business transformation office, an enterprise PMO, or some other function, the ability to consistently ensure that all of the work being done aligns with your strategic drivers is critical to success.   SRO Role Summary …

Continuous Planning

Move beyond a set-it-and-forget-it annual planning model to a more agile, continuous planning approach. An agile approach does not necessarily mean 100% Agile execution. The Tri-Modal reality makes traditional planning obsolete. What’s needed is a portfolio management technique that allows you to control all work throughout the year, regardless of how it is executed. What is a …

Scaling Agile

Hitting the wall while trying to Scale Agile within your organization? Agile work management tools continue to gain ground across enterprises. As more teams implement these easy-to-use tools, organizations have a greater need for a coherent strategy to scale and incorporate Agile adoption into their overall approach to work governance, without impacting or slowing innovation. …

Align Strategy Execution

Use an objective approach that drives the right decisions to help orchestrate transformation In today’s dynamic enterprise, it’s difficult to keep strategy aligned with execution. An objective approach is required to drive the right decisions that help orchestrate transformation, but which is the right approach for your organization? What good is a strategy that can’t …

The Tri-Modal Reality

Gaining visibility across all project execution Today’s work is executed using traditional, Agile, and back-of-the-napkin approaches, so PMOs must provide top-down governance & control to gain a 360°view across all work and allow teams to work in their tool of choice. That’s the Tri-Modal Reality. The Tri-Modal Reality of work management Most organizations now manage …

It’s time to go beyond – far beyond…

We’ve spent a lot of time in this series of blog posts looking at different elements – the imperatives – that are driving the need for Strategic Portfolio Management (SPM).  Because we believe that mastering these seemingly disparate elements is the key building a successful business.  But there’s another question, one that we’ve touched on …