Portfolio Strategy & Outcome Management

Provides a powerful hub for all strategy

UMT360’s Strategy & Outcome Management Accelerator provides organizations with one centralized hub that helps them define and effectively communicate business strategy across the enterprise.

• Manage all enterprise Strategic Objectives in one place.
• Set timelines for achieving each Strategic Objective.
• Assign priorities, ownership and segment all Strategic Objectives.
• Provide stakeholders with visibility into the real-time progress of each objective

Standardize key metrics and set targets

Establish and define the right financial & non-financial metrics for each strategy and set targets to ensure that outcomes can be measured.

• Define key financial and non-financial metrics associated with each Strategic Objective.
• Control which metrics drive the progress of each objective to completion
• Configure an appropriate measure for each metric
• Manage time-phased targets on a monthly, quarterly or annual basis

Derive all initiatives directly from strategy

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

• Create new initiatives and align them to your Strategic Objective.
• Understand the value of each initiative by forecasting their impact on one or more metrics
• Categorize and describe initiatives using configurable attributes
• Standardize scorecards to better prioritize all initiatives
• Define key milestones and manage inter-dependencies with other initiatives

Track progress against desired outcomes

Easily track key initiatives and dynamically assess the realization and performance of each metric.

• Track the value realized by each initiative, using time-phased actuals on each metric
• Re-forecast expected benefits throughout the life of your initiatives
• Track a wide variety of metrics on different granularities (monthly, quarterly or annually)
• Roll-up initiative-level forecasts and actuals to the metric-level
• Assess real-time variance between targets and actuals

Visualize the performance and completion of strategies

Track objectives across the lifetime of all initiatives to gain a clearer understanding of progress and gauge the probability of success.

• Gain visibility into which objectives may be lagging relative to original expectations
• Drive the progress of objectives based on the completion of their underlying metrics
• Visualize the alignment of your execution with strategy, using portfolio-level roadmaps
• Communicate valuable strategic insights to stakeholders, using powerful dashboards

Quick and easy integration with a variety of project management tools

Get up and running quickly and integrate outcome management with both traditional PPM project management and Agile work management tools.

• Get started quickly by importing projects, epics and more, along with associated data from Excel
• Utilize out-of-the-box connectors to easily sync projects and milestones from Microsoft Project, Jira, Azure Boards and other platforms
• Powerful connectors provide real-time integration with project execution tools to ensure your roadmaps are always up-to-date

Get the project portfolio management capabilities you need, quickly and easily

Every UMT360 Strategy Execution Accelerator is designed to be implemented quickly with a minimum amount of consulting or configuration. Leveraging best practices garnered from years of successful client engagements, these powerful Accelerators provide precisely the capabilities you need, without weeks or months of configuration.

Part of UMT360’s comprehensive strategic portfolio management platform

Need a specific Portfolio Management Accelerator right now? Let’s get started! Each one delivers powerful stand-alone capabilities that you can have up and running in just a few days. And since they all complement each other, it’s easy to add additional capabilities – in any order you’d like – whenever you’re ready. Best of all, each is part of UMT360’s comprehensive Strategic Portfolio Management Platform. Which means that with every Accelerator you add, you’re that much closer to having all the capabilities you need to align all investments with strategy and ultimately accelerate digital transformation.