UMT360 Strategic Portfolio Management Software

Connect and align all execution with strategy to more effectively drive transformation.

UMT360's comprehensive software solution delivers the powerful strategic portfolio management capabilities most organizations are currently missing. UMT360 easily integrates with project execution, PPM, adaptive project management and work management solutions to provide the top-down controls needed to integrate strategy with execution across all portfolios.

Powerful Strategic Portfolio Management aligns all investments with strategy.

Connecting and aligning all execution with strategy is critical to driving growth and fueling a competitive advantage. Recognized by Gartner, UMT360’s strategic portfolio management solution provides all the capabilities needed to establish the top-down business planning and controls required to integrate all portfolios and improve project execution to accelerate business transformation.

UMT360 SPM Key Features

Standardize Demand & Innovation Management

Powerful project portfolio management capabilities help bring order to the chaos of demand management. Quickly and easily generate standardized business cases that align demand with strategy and help ensure that you’re not simply choosing the best from a bad list of ideas.

Dynamically Manage Financials

The financial planning and performance of projects and programs is a blind spot for most organizations. UMT360 provides powerful capabilities that help you manage the financial performance of all work across the portfolio.

Resource Capacity Planning

Addresses all your resource planning capability gaps by enabling you to standardize, consolidate and manage all aspects of resource and capacity planning, even for organizations needing to manage a portfolio of resources across a variety of project management and execution methodologies and tools.

Benefits & Outcome Management

Track objectives across the lifetime of all initiatives to gain a clearer understanding of progress and gauge the probability of success. Portfolio-level roadmaps enable anyone to see initiatives grouped by the strategy that they impact, and powerful dashboards deliver valuable insight into all relevant data for every stakeholder.

Roadmapping & Release Management

Visualize and communicate the performance of both your near-term and multi-year strategic plans with beautiful, interactive roadmaps. UMT360 makes it easy for executives, portfolio managers, E/PMOs, product managers, or anyone in-between to quickly and easily create and maintain roadmaps.

Dynamic analysis/what-if scenario modeling

Conduct what-if scenarios – in just a fraction of the time – to show the impact of any proposed change to your project and program portfolios across costs, resources, benefits, value, timeline and more. Quickly and easily respond to any possible question about your portfolio, proactively triage today’s problems or even model and predict possible future problems.

Adaptive program management

Create and manage investment entities independent of – but completely integrated with – the underlying execution, to provide a natural bridge between strategy and the execution. This is essential to govern across multiple execution methodologies, and enables the organization to orchestrate across all entities within the portfolio and visualize the interdependencies of all initiatives.

Track performance at any level

It's critical that the performance of all strategic initiatives are measured at every level. UMT360 enables the organization to establish and track the progress of strategic objectives with performance management tools that track progress across the portfolio.


UMT360 enables organizations to build a flexible, scalable portfolio model and apply the right level of governance across the portfolio. This helps the organization apply both the top-down and bottom-up controls to ensure that all strategic initiatives are aligned with strategic objectives.

Integrated Ecosystem

UMT360 portfolio management solutions tightly integrate with a wide variety of work management ERP, and other critical systems within your enterprise. From the execution solutions used by project managers to the decision making tools used by executive teams, UMT360 ensures that data between portfolios and key line-of-business processes and systems of record are seamlessly integrated.

UMT360 Accelerators deliver the specific Strategic Portfolio Management capabilities you're missing

Roadmapping & Release Management

Roadmaps are powerful tools to help ensure that all investment decisions are clearly understood across the organization. By visualizing and communicating key dependencies enterprise-wide, roadmaps serve to help harmonize decisions and track progress across all investments.

Resource Management & Capacity Planning

Resources must now be managed across agile, waterfall or even non-project-orientated work systems. Gaining visibility across all resources – and optimizing utilization and capacity planning – is a critical challenge for any organization hoping to fully realize its business strategy.

Strategic Portfolio Analysis

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?

Demand & Innovation Management

You never know where project requests might come from. But one thing is clear, to do more than simply choose the best from a bad list of ideas, you’ll need a robust demand management solution to provide enhanced visibility across all work.

Strategic Planning & Outcome Management

UMT360's strategic portfolio management solution provides a centralized hub that makes it easy to break down strategy, define its components, map it to the associated execution and communicate it to all relevant stakeholders across the enterprise. Quickly derive all execution directly from the strategy, and generate work that is perfectly aligned with strategy.

Designed for Key Enterprise Stakeholders

To truly optimize performance, every individual, role and department must be focused on achieving the same goals, about how those goals are to be achieved, and how each individual contributes to those goals. It truly takes a village to succeed, and a portfolio management solution that helps all teams make informed decisions.


UMT360 can help domain PMOs gain total visibility across all work regardless of how it is being delivered. By providing insight into not only what work is being done, but how that work ties back to strategy, our portfolio management tools help you ensure all work is aligned with business strategy.


The SRO - aka business transformation office or enterprise PMO - is the hub of all strategic activity, and requires tools to help ensure that all of the work being done aligns with strategic drivers. Strategic portfolio management delivers key capabilities that enable the SRO to leverage dynamic roadmaps to maintain alignment, and powerful analytics tools that provide what-if analysis, to improve the speed and quality of decision making.


Strategic portfolio management gives the CIO an integrated picture of everything – projects, programs, products and capabilities – no matter how it is being executed. And the powerful resource management capabilities help the CIO ensure that the right people are doing the right work - and that it's being done the right way.


Strategic Portfolio Management is critical to the CFO’s ability to address a variety of strategic imperatives, including having visibility across all work, supporting continuous and adaptive planning, outcome management, generating cost transparency, aligned all of execution with strategy and optimizing resource utilization.


An effective and strategically aligned HR function is required by any business looking to consistently deliver at an optimum level. From a portfolio management perspective, HR should play a key role in helping to optimize resource utilization, support strategy and enterprise roadmaps and model the impacts of decisions using portfolio analysis.

Why Strategic Portfolio Management is Critical to Enterprise Success

Any enterprise looking to drive growth and fuel a competitive advantage must first connect and align all execution with strategy. UMT360’s solution provides all the portfolio planning capabilities needed to establish both the top-down business planning and bottom-up controls required to integrate all portfolios and improve project execution to accelerate business transformation.

Portfolio Management Imperatives

When an project management office is too focused on project execution, it loses sight of the need to align that execution with strategy. The first step is to acknowledge the key business imperatives that might be holding you back. Once these imperatives are addressed, the focus can start to shift back to that second P in PPM – portfolio management, which is essential to balance mastery of execution with the ability to deliver strategically across all investments.

Tri-Modal Workstyles

Today’s work is executed using traditional, Agile, and back-of-the-napkin approaches. Strategic Portfolio Management provides executives with the top-down governance & control they needs to gain a 360°view across all work, while still enabling teams to work in their tool of choice.

Align Execution & Strategy

Dynamic enterprises require the right tools and techniques to help keep strategy aligned with execution. UMT360 delivers powerful portfolio management capabilities that support the objective approach needed to drive the right decisions that help orchestrate transformation.

Adopt Agile Planning

An agile approach goes well beyond Agile execution. Most organizations are already using a variety of execution styles, but what they lack are the strategic portfolio management tools and techniques that provide the right-sized governance and control over all work , regardless of how it is executed.

Scaling Agile Across Your Enterprise

Organizations need a coherent strategy to scale and incorporate the adoption of Agile execution into their overall approach to work governance. The trick is doing so without impacting or slowing innovation. Strategic portfolio management capabilities can spell the difference between success and failure.

Financial Visibility

Progressive PMOs understand that to properly manage all strategic initiatives, they need to become the CFO of portfolios. Going beyond simply managing PPM execution, they need business capabilities and portfolio management solutions to help them treat all projects and programs as the strategic business investments they are, and take responsibility for maximizing value and optimizing project and program spend.

Resource Utilization

Resource Management has long been a challenge for traditional project management. A mix of execution techniques and tools makes gaining visibility across all resources an even more daunting task. Mastering resource utilization and capacity planning requires the right top-down and bottom-up controls to provide each stakeholder with the tools they need to optimize all resources.

Automate Roadmaps

Whether you’re in the C-suite, a PMO, a portfolio, program or product manager; or anyone in between, building and maintaining the roadmaps they need to better visualize the performance and communicate of their near-term and long-term strategic plans.

Portfolio Analysis

Business disruptions are a fact of life. For some, it may come in the form of a pandemic, for others an economic shock, and still others may fall to a new competitor. But organizations can blunt the impact of just about any disruption by developing more effective portfolio analysis capabilities that can help mitigate risks and provide the insight needed to drive better planning.

Insight & Analytics

PPM and work management tools can be a vault of valuable information. But multiple systems can lock away that critical project and program data in silos and make it hard to report on. Effective portfolio management requires reporting across not just projects and programs, but across all enterprise execution, regardless of where it occurs.

Get Started with the Industry’s Best Strategic Portfolio Management Software

Recent developments highlight the need to focus on both traditional execution - what Gartner, calls adaptive project management - while also introducing the strategic portfolio management capabilities you may be missing. UMT360's Strategic Portfolio Management software delivers those capabilities to more effectively manage all project portfolios and help you achieve strategic objectives.

Explore UMT360 Enterprise Solutions

To drive business transformation is difficult if execution – in the form of projects – is disconnected from strategy. The key challenge is gaining visibility and instituting the proper controls across all work. Only with the right top-down business planning and controls is it possible to align all work with strategy.

Project Portfolio Management

PMO, IT, business and finance leaders need to strike the right balance between top-down and bottom-up PPM capabilities. UMT360's proven approach will identify the specific capabilities you may be missing, and then provide a plan – with platform and best practice expertise – to bridge the gaps and help you get where you want to be. Which key PPM capabilities can we help you establish?

Strategy Execution

When execution is disconnected from strategy, driving business transformation becomes extremely difficult. The key challenge is gaining visibility and instituting the proper controls across all work. Only with the right top-down business planning and controls is it possible to align all work with strategy.

Lean Portfolio Management

To more effectively drive transformation, many organizations are evolving traditional work management approaches and looking to lean portfolio management for managing strategic investments. UMT360’s Lean Portfolio Management solution can help organizations adopt the rolling wave continuous planning approaches that provide the agility needed to more effectively align all work with key strategies.