UMT360 Feature Comparison

Compare the Features of UMT360 Financials and UMT360 Portfolios

UMT360 Feature Comparison

UMT360 Financials
UMT360 Portfolios

Build Governance Workflows:  Design, build and publish governance workflows to control product, project and asset lifecycles.


Create Financial Structures:  Define hierarchical financial structures (e.g. cost, benefit, cashflow) standardize data collection across portfolios.


Integrate Investment Controls:  Establish investment controls at each workflow stage to control financial data across the lifecycle.


Record Top Down Budgets:Capture and record top down budgets (by department, portfolio, program and asset etc.)


Capture Cost & Benefits Estimates:  Capture cost and benefit estimates for products, projects and assets to gauge financial contribution and streamline budgeting.


Derive Financial Metrics:  Derive standard financial metrics (e.g. ROI, NPV, RONA etc) to evaluate competing investments.


Breakdown Funding Allocations:  Breakdown financial estimates by allocation center (e.g. by department) to streamline organizational budgeting.


Control Funding Approvals:  Establish simple and complex approval workflows to maintain visibility and control across all funding requests.


Take Financial Snapshots:  Dynamically or manually Snapshot investments to maintain an auditable record of financial information throughout a products, projects, program or assets lifecycle.


Support for Multi-Currency:  Define applicable currencies and maintain time-phased rates to effectively manage investments in different geographies.


Automate Status Reporting:  Administer and streamline recurring (e.g. monthly) status reporting periods for products, projects, programs and assets.


Cost Tracking & Variance Analysis:  Capture actual and forecast costs and compare with approved budget to driver variance analysis.


Build Chargeback Reporting:  Utilize allocation centers to automate chargebacks reports for each department.


Integration with ERP Systems:  Take advantage of the powerful data exchange module to integrate with ERP systems and import actual costs per status reporting period.


Manage Change Requests:  Define governance processes to manage the submission and approval of incremental funding requests.


Track Actual Benefits: Establish a benefits realization framework and quickly identify investments that fail to realize revenue projections and meet cost reduction and avoidance targets.


Financial Dashboards& Reports:  Utilize familiar and easy to use Business Intelligence tools to design and publish insightful financial reports and dashboards in UMT360’s Report Center.


Define Portfolio Templates:  Create portfolios (e.g. product, project, program, applications etc.)  and standardize data collection and metrics with UMT360’s best practice templates and forms.


Flexible Enterprise Model:  Establish permissible cross portfolio relationships (e.g. projects to applications & applications to capabilities) to build a flexible Enterprise Portfolio Model.


Visibility Across Portfolios:  Gain visibility across all portfolios through powerful views and easily add new entities (e.g. product, project, program, application etc.) into a portfolio.


Build Powerful Surveys:  Design and publish powerful surveys (e.g. Strategic Fit, Risk, Performance etc.) to derive assessment metrics to evaluate each portfolio.


Map Cross Portfolio Relationships:  Capture cross portfolio relationships to understand the functional impact between investment portfolios (product, project,  program, application  etc.)


Financial Data Aggregation:   Dynamically aggregate financials through portfolio relationships to derive cost of ownership and reconcile top down and bottom up budgets.


Powerful Portfolio Analytics:   Utilize insightful reports and dashboards to analyze portfolios, communicate trade off decisions and finalize investment decisions.


Record Lifecycle Decisions:   Maintain an auditable record of lifecycle decisions (e.g. enhance, replace, retire etc.) for products, business capabilities and IT assets.


Build Transformation Roadmaps:   Intuitive transformation roadmaps provide visibility across all demand and ensure analysts can easily understand the cross portfolio impact of proposed changes.


Line of Business Integration:   Take advantage of the powerful data exchange module to integrate with line of business systems (PPM, ALM, ERP, IT Operations etc) to maintain data integrity.